Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2018 , and ending 12-31-2018
BCheck if applicable:
CName of organization
RESOURCES LEGACY FUND
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
555 CAPITOL MALL NO 1095
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SACRAMENTO, CA95814
D Employer identification number

95-4703838
E Telephone number

G Gross receipts $ 111,658,568
F Name and address of principal officer:
MICHAEL A MANTELL
555 CAPITOL MALL NO 1095
SACRAMENTO,CA95814
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.RESOURCESLEGACYFUND.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1998
M State of legal domicile: CA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: RESOURCES LEGACY FUND WORKS WITH PHILANTHROPISTS TO CONSERVE LAND, WATER, AND OCEAN RESOURCES WHILE ADVANCING HEALTHY COMMUNITIES AND SOCIAL EQUITY.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 12
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 11
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 108
6 Total number of volunteers (estimate if necessary) ............. 6 11
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 63,282
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 46,709,215 50,591,348
9 Program service revenue (Part VIII, line 2g) ......... 112,229 361,626
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,877,611 2,928,307
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 48,699,055 53,881,281
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 26,968,678 20,607,288
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 8,537,540 11,140,486
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 27,000 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet347,665    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 9,546,005 10,510,081
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 45,079,223 42,257,855
19 Revenue less expenses. Subtract line 18 from line 12....... 3,619,832 11,623,426
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 105,688,396 111,513,686
21 Total liabilities (Part X, line 26)............. 9,457,385 7,975,843
22 Net assets or fund balances. Subtract line 21 from line 20..... 96,231,011 103,537,843
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2018)
Form 990 (2018)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: RESOURCES LEGACY FUND HELPS DONORS ENGAGE IN CHARITABLE AND EDUCATIONAL ACTIVITIES THAT PROMOTE CONSERVATION OF THE ENVIRONMENT AND NATURAL RESOURCES, EDUCATION, AND HEALTHY COMMUNITIES.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 39,363,683 including grants of $ 20,607,288 ) (Revenue $ 361,626 )
IN 2018, RESOURCES LEGACY FUND (RLF) FURTHERED ITS WORK WITH PHILANTHROPISTS TO CONSERVE LAND, WATER, AND OCEAN RESOURCES WHILE ADVANCING HEALTHY COMMUNITIES AND SOCIAL EQUITY.SELECT RLF ACCOMPLISHMENTS DURING 2018:DAM REMOVALIN 2018, RLF'S OPEN RIVERS FUND (ORF) ACCELERATED THE PACE OF DAM REMOVALS IN THE WESTERN UNITED STATES. ORF FUNDING SUPPORTED THE DECONSTRUCTION OF 12 DAMS IN OREGON AND WYOMING, OPENING 33 MILES OF CREEKS AND RIVERS TO FISH PASSAGE. PROJECTS REDUCED FLOOD RISK, ELIMINATED THE LIABILITY OF A DECAYING DAM, RESTORED NATIVE AMERICAN CULTURAL PRACTICES, MODERNIZED IRRIGATION INFRASTRUCTURE FOR RANCHERS AND FARMERS, IMPROVED BOAT PASSAGE, AND IMPROVED HABITAT FOR FISHERIES THAT PROVIDE FOOD, SUSTAIN NATIVE CULTURE, AND ATTRACT ANGLERS. RLF LAUNCHED ORF IN NOVEMBER 2016 WITH THE SUPPORT OF THE WILLIAM AND FLORA HEWLETT FOUNDATION. THE FUND IS WORKING ON PROJECTS IN 30 WATERSHEDS SPANNING ALASKA, CALIFORNIA, IDAHO, MONTANA, OREGON, WASHINGTON, WYOMING, AND UTAH. THE FUND'S PORTFOLIO OF PROJECTS ARE DIVERSE IN SIZE, BENEFITS, PARTNERS, APPROACHES, AND PROSPECTS FOR SUCCESS. ORF IS ALSO MAKING PROGRESS ON ITS BROADER GOAL OF GENERATING POLICIES, FUNDING, AND PUBLIC ACCEPTANCE TO FOSTER ONGOING SUPPORT FOR DAM REMOVAL. IN OREGON, FOR EXAMPLE, A WATERSHED GROUP FUNDED BY ORF DEVELOPED A STREAMLINED APPROACH TO EVALUATING THE HISTORICAL SIGNIFICANCE OF SMALL DAMS IN OREGON THAT WAS APPROVED BY THE OREGON STATE HISTORIC PRESERVATION OFFICE AND THE ARMY CORPS OF ENGINEERS. THE GROUP'S STREAMLINED METHOD WILL REDUCE THE DOCUMENTATION, TIME FOR APPROVAL, AND COST OF REMOVAL FOR BARRIERS CHARACTERIZED AS NOT SIGNIFICANT" UNDER THE FRAMEWORK.EQUITY AND ENVIRONMENTAL JUSTICEIN JUNE 2018, CALIFORNIA VOTERS APPROVED PROPOSITION 68, A $4.1 BILLION DOLLAR PARKS, WATER, AND NATURAL RESOURCES BOND THAT INCLUDED A GREATER FOCUS ON EQUITY THAN PREVIOUS FUNDING MEASURES. RLF COORDINATED ENGAGEMENT OF NEW AND DIVERSE STAKEHOLDERS TO HELP SHAPE THE MEASURE WHICH MAKES AVAILABLE $725 MILLION FOR CREATING AND RENOVATING PARKS IN PARK-POOR COMMUNITIES; $250 MILLION FOR PROJECTS THAT HELP PROVIDE CLEAN, SAFE, AND RELIABLE DRINKING WATER TO ALL CALIFORNIANS; AND $60 MILLION FOR LOW-COST OVERNIGHT ACCOMMODATIONS ON PUBLIC LANDS.IN EARLY 2018, THE UNIVERSITY OF SOUTHERN CALIFORNIA'S PROGRAM FOR ENVIRONMENTAL AND REGIONAL EQUITY RELEASED A REPORT-"MEASURES MATTER: ENSURING EQUITABLE IMPLEMENTATION OF LOS ANGELES COUNTY MEASURES M AND A"-COMMISSIONED BY RLF AND PARTNERING FUNDERS. THE REPORT DEFINES EQUITY IN THE CONTEXT OF INFRASTRUCTURE FUNDING, EXPLAINS WHY EQUITY MATTERS, AND IDENTIFIES STRATEGIES AND A FRAMEWORK OF RECOMMENDATIONS FOR FUNDERS, ADVOCATES, AND GOVERNMENT AGENCIES TO USE IN ADVANCING INCLUSIVE AND INTEGRATED IMPLEMENTATION OF RECENTLY PASSED BOND MEASURES THAT HAVE MADE AVAILABLE BILLIONS OF DOLLARS TO SUPPORT PARKS, OPEN SPACE, AND TRANSPORTATION PROJECTS.ALSO, DURING 2018, THE ENVIRONMENTAL JUSTICE (EJ) WORKING GROUP-A COALITION OF EIGHT EQUITY, EJ, AND TRIBAL ORGANIZATIONS SUPPORTED BY RLF-ADVANCED AN EJ STATE-LEVEL LAND AND COASTAL POLICY AT THE STATE LANDS COMMISSION THROUGH DIRECT AND INDIRECT ENGAGEMENT WITH THE COMMISSION. IN DECEMBER 2018, THE COMMISSION VOTED UNANIMOUSLY TO ADOPT AN EJ POLICY-INCORPORATING MANY OF THE WORKING GROUP'S RECOMMENDATIONS-DESIGNED TO SUPPORT FAIR AND INCLUSIVE MANAGEMENT OF LANDS AND RESOURCES UNDER ITS JURISDICTION.WITH RLF SUPPORT, IN FEBRUARY 2018, THE CENTER FOR REGIONAL CHANGE AT THE UNIVERSITY OF CALIFORNIA, DAVIS RELEASED, "THE STRUGGLE FOR WATER JUSTICE IN CALIFORNIA'S SAN JOAQUIN VALLEY: A FOCUS ON DISADVANTAGED UNINCORPORATED COMMUNITIES." THE REPORT EXAMINES HISTORICAL DISCRIMINATION AND NEGLECT THAT SHAPED UNINCORPORATED CENTRAL VALLEY COMMUNITIES IN WHICH TENS OF THOUSANDS OF RESIDENTS LACK SAFE AND AFFORDABLE DRINKING WATER. THE STUDY IS BEING USED TO ADVANCE EQUITABLE WATER POLICY PRIORITIES IN STATE GOVERNMENT.LAND CONSERVATION IN MEXICOIN NORTHWEST MEXICO, RLF SUPPORTED THE PROTECTION OF 942 STRATEGICALLY-TARGETED ACRES THAT PROTECT MARINE HABITAT, PRISTINE COASTAL LANDS, AND OTHER HIGH-VALUE CONSERVATION PROPERTIES. RLF HAS ALSO INVESTED IN GRANTEE ACTIVITIES THAT BUILD LOCAL ORGANIZATIONAL CAPACITY, COMMUNICATIONS EXPERTISE, AND OTHER STRATEGIES TO ADVANCE CONSERVATION IN THE REGION.OCEANS AND COASTSDURING THE LAST YEAR, RLF IMPLEMENTED PROGRAMS AND GRANTS SUPPORTING ACTIVITIES TO IMPROVE OCEAN, COASTAL, AND FISHING SUSTAINABILITY IN CALIFORNIA AND WORLDWIDE. IN 2018, RLF SUPPORTED A BROAD RANGE OF ORGANIZATIONS TO ADVANCE EFFECTIVE IMPLEMENTATION OF CALIFORNIA'S MARINE PROTECTED AREA (MPA) NETWORK, PROTECT THE WEST COAST FROM THE POTENTIAL IMPACTS OF EXPANDED OFFSHORE OIL AND GAS DEVELOPMENT, IMPROVE OCEAN GOVERNANCE, AND SECURE PUBLIC FUNDING FOR OCEAN CONSERVATION. RLF ALSO PROVIDED SUPPORT TO ENCOURAGE FISHERY AND STAKEHOLDER PARTICIPATION IN THE MARINE STEWARDSHIP COUNCIL (MSC) FISHERY CERTIFICATION PROGRAM AND TO SUPPORT FISHERY IMPROVEMENT PROJECT DESIGN GLOBALLY. ADDITIONALLY, RLF SUPPORTED EFFORTS TO PROMOTE EQUITABLE COASTAL ACCESS, SECURE COASTAL PROTECTION, ADDRESS ANTICIPATED IMPACTS OF SEA LEVEL RISE, AND IMPROVE WATERSHED MANAGEMENT AND RESILIENCE.DURING 2018, RLF ADVANCED THE HEALTH AND RESILIENCE OF CALIFORNIA WATERSHEDS AND INCREASED THE CAPACITY OF UNDERREPRESENTED COMMUNITIES TO ENGAGE IN DOING SO. IN SOUTHERN CALIFORNIA, RLF HELPED BUILD COMMUNITY SUPPORT AND DEVELOP ECOLOGICAL STANDARDS FOR THE IMPLEMENTATION OF BOND FUNDS FOCUSED ON INFRASTRUCTURE, PROGRAMS, AND PROJECTS TO CAPTURE AND TREAT POLLUTED STORMWATER. RLF ALSO FACILITATED DEVELOPMENT OF A COORDINATED PERMITTING PROCESS FOR MULTI-BENEFIT RESTORATION PROJECTS FUNDED BY A RECENTLY PASSED BOND IN THE SAN FRANCISCO BAY AREA. IN ADDITION, RLF ADVANCED EFFORTS TO COMPLETE MULTI-AGENCY PROGRAMMATIC PERMITS THAT WOULD EXPEDITE IMPLEMENTATION OF THE MOST COMMONLY PROPOSED HABITAT RESTORATION AND WATER QUALITY IMPROVEMENT PROJECTS IN CALIFORNIA, INCLUDING THOSE WITH STATEWIDE SIGNIFICANCE. TO STRENGTHEN ENGAGEMENT BY DIVERSE COMMUNITIES, RLF SUPPORTED PARTICIPATION BY TRIBES AND COMMUNITY-BASED ORGANIZATIONS IN WATERSHED RESTORATION AND MANAGEMENT, WHILE ALSO ENHANCING THE CAPACITY OF ETHNIC MEDIA JOURNALISTS TO COVER WATERSHED ISSUES AND GAIN ACCESS TO POLICYMAKERS.TO PROMOTE GLOBAL SUSTAINABLE FISHERIES, RLF PROVIDED SUPPORT FOR FISHERY AND STAKEHOLDER PARTICIPATION IN THE MSC CERTIFICATION PROGRAM, FISHERY IMPROVEMENT PROJECT DESIGN, AND FOR THE FIRST TIME, FAIR TRADE CERTIFICATION OF SUSTAINABLE AND ETHICALLY SOURCED FISH. RLF GRANTS SUPPORTED FISHERY ASSESSMENTS AND PROJECT DESIGN IN MEXICO, JAPAN, INDONESIA, CHILE, BRAZIL, CHINA, CUBA, MOROCCO, AND ELSEWHERE.FOCUSED PROJECTS FOR DONORSRLF SERVES AS FISCAL SPONSOR FOR A PORTFOLIO OF PROJECTS OF INTEREST TO ITS DONORS, MOST OF WHICH ADDRESS CONSERVATION. PROJECTS SUPPORTED BY RLF IN 2018 INCLUDED EFFORTS TO FRAME THE PUBLIC DEBATE ON AND CORRECT THE RECORD ABOUT LAND CONSERVATION AND RESPONSIBLE ENERGY DEVELOPMENT IN THE AMERICAN WEST; PROTECT TREASURED WESTERN LANDSCAPES BY ENSURING RESPONSIBLE ENERGY DEVELOPMENT ON PUBLIC LANDS; DEVELOP CAMPAIGNS TO GAIN PERMANENT PROTECTION FOR NATURAL LANDS IN ARGENTINA; MINIMIZE THE IMPACTS OF OFF-ROAD VEHICLES ON PUBLIC LANDS ACROSS THE WEST; AND SUPPORT VARIOUS EFFORTS AND GROUPS WORKING ON EDUCATION, PUBLIC HEALTH, MENTAL HEALTH, COMMUNITY ENGAGEMENT AND HEALTHY COMMUNITIES, ARTS, GUN SAFETY, AND CIVIL RIGHTS.EXAMPLES OF DONOR SERVICES PROJECTS INCLUDE THE INTERNATIONAL BOREAL CONSERVATION CAMPAIGN, WHICH AIMS TO PROTECT AT LEAST ONE BILLION ACRES OF INTACT BOREAL FOREST IN CANADA BY THE END OF 2022 THROUGH PARTNERSHIP WITH INDIGENOUS PEOPLES, AND THE CENTER FOR WESTERN PRIORITIES, WHICH ADVANCES RESPONSIBLE CONSERVATION AND ENERGY PRACTICES IN THE WEST THROUGH ORIGINAL RESEARCH, PUBLIC DEBATE, AND ACTIVE INVOLVEMENT WITH JOURNALISTS AND SOCIAL MEDIA.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet39,363,683
Form 990 (2018)
Form 990 (2018)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment..............
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part IIIClick to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....Click to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................Click to see attachment
26
Yes
 
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV........................Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
108
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 5
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
108
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
 
No
Form 990 (2018)
Form 990 (2018)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
12
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
11
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AK , AL , AR , CA , CO , CT , DC , FL , GA , HI , IL , KS , KY , MA , MD , ME , MI , MN , MS , NC , ND , NH , NJ , NV , NY , OH , OK , OR , PA , RI , SC , TN , UT , VA , WA , WI , WV
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletROSINA BUGARIN CHIEF FINANCIAL OFFICER555 CAPITOL MALL SUITE 1095   SACRAMENTO,CA95814 (916) 442-5057
Form 990 (2018)
Form 990 (2018)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) BARTON THOMPSON JR......................................................................
DIRECTOR; BOARD CHAIR
 1.00
.................
1.00 		X           0 0 0
(2) JEANNE SEDGWICK......................................................................
DIRECTOR; BOARD VICE CHAIR
 1.00
.................
1.00 		X           0 0 0
(3) NED BARNHOLT......................................................................
DIRECTOR; CHAIR AUDIT COMM
 1.00
.................
1.00 		X           0 0 0
(4) CHARLENE KABCENELL......................................................................
DIRECTOR
 1.00
.................
1.00 		X           0 0 0
(5) CRAIG MCNAMARA......................................................................
DIRECTOR
 1.00
.................
1.00 		X           0 0 0
(6) KATHARINE L JACOBS......................................................................
DIRECTOR
 1.00
.................
1.00 		X           0 0 0
(7) MARK WAN......................................................................
DIRECTOR; CHAIR FINANCE CO
 1.00
.................
1.00 		X           0 0 0
(8) STEVE GAINES......................................................................
DIRECTOR
 1.00
.................
1.00 		X           0 0 0
(9) PATSY ISHIYAMA......................................................................
DIRECTOR
 1.00
.................
1.00 		X           0 0 0
(10) RANDALL MARTINEZ......................................................................
DIRECTOR
 1.00
.................
1.00 		X           0 0 0
(11) MARTHA KONGSGAARD......................................................................
DIRECTOR
 1.00
.................
1.00 		X           0 0 0
(12) MICHAEL MANTELL......................................................................
DIRECTOR, PRESIDENT
 40.00
.................
1.00 		X   X       590,479 0 54,144
(13) MARY SCOONOVER......................................................................
SECRETARY, VICE PRESIDENT
 40.00
.................
1.00 		    X       382,809 0 56,244
(14) ROSINA BUGARIN......................................................................
TREASURER, CHIEF FINANCIAL OFFICER
 40.00
.................
1.00 		    X       141,984 0 29,804
(15) JULIA TURRINI......................................................................
PROGRAM DIRECTOR
 40.00
.................
1.00 		        X   218,066 0 49,716
(16) MICHAEL SCOTT......................................................................
SENIOR POLICY ADVISOR
 40.00
.................
1.00 		        X   197,381 0 17,746
(17) JESSICA MAHER......................................................................
PROGRAM DIRECTOR
 40.00
.................
1.00 		        X   191,249 0 26,796
Form 990 (2018)
Form 990 (2018)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) BRENDA MALLORY........................................................................
DIRECTOR AND COUNSEL
 40.00
.......................1.00 		        X   183,504 0 33,073
(19) MERSWIND REYER........................................................................
COUNSEL
 40.00
.......................1.00 		        X   185,168 0 32,439






















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 2,090,640 0 299,962
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet33
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
STG LLC

818 CONNECTICUT AVENUE
WASHINGTON,DC20037 		CONSULTING 277,568
POTRERO GROUP

504 BRET HARTE ROAD
SAN RAFAEL,CA94901 		CONSULTING 255,150
CALLA ALLISON,
28295 VIA RUEDA
SAN JUAN CAPISTRANO,CA92675 		CONSULTING 172,500
SPITFIRE STRATEGIES LLC

1800 M STREET NW
WASHINGTON,DC20036 		CONSULTING 146,080
FATHOM CONSULTING

1651 FERNALD POINT LANE
SANTA BARBARA,CA93108 		CONSULTING 132,184
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet9
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 50,591,348
g Noncash contributions included in lines 1a - 1f:$ 4,297,554
h Total. Add lines 1a-1f.......MediumBullet 50,591,348
Program Service RevenueAmt Business Code
2a CONTRACT REVENUE 541900 361,626 361,626    
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ....MediumBullet 361,626
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 2,481,018     2,481,018
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss)......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   58,224,576
b Less: cost or other basis and sales expenses   57,777,287
c Gain or (loss)   447,289
d Net gain or (loss).....MediumBullet 447,289     447,289
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 53,881,281 361,626 0 2,928,307
Form 990 (2018)
Form 990 (2018)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 19,070,137 19,070,137
2 Grants and other assistance to domestic individuals. See Part IV, line 22    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16. 1,537,151 1,537,151
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 1,255,464 975,308 280,156  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 7,674,206 6,504,263 1,021,926 148,017
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 518,678 448,491 58,346 11,841
9 Other employee benefits ....... 1,048,593 920,741 80,191 47,661
10 Payroll taxes ........... 643,545 550,477 79,302 13,766
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 131,079 23,356 107,723  
c Accounting ........... 56,546 14,942 41,604  
d Lobbying ........... 122,688 122,688    
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 273,920   273,920  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 7,744,639 7,612,039 47,600 85,000
12 Advertising and promotion .... 21,320 21,320    
13 Office expenses ....... 102,677 54,850 26,827 21,000
14 Information technology ...... 260,253 166,880 84,729 8,644
15 Royalties ..        
16 Occupancy ........... 704,423 577,550 117,997 8,876
17 Travel ............ 717,554 558,430 157,491 1,633
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 60,828 49,034 11,724 70
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 35,775 24,786 9,916 1,073
23 Insurance ... 164,197 55,679 108,518  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a DUES AND MEMBERSHIPS 80,136 64,267 15,785 84
b TRAINING 17,835 8,650 9,185  
c
d
e All other expenses 16,211 2,644 13,567  
25 Total functional expenses. Add lines 1 through 24e 42,257,855 39,363,683 2,546,507 347,665
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2018)
Form 990 (2018)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 561,204 1 1,174,797
2 Savings and temporary cash investments ......... 6,787,376 2 19,368,875
3 Pledges and grants receivable, net ...... 3,617,519 3 6,715,918
4 Accounts receivable, net .............   4  
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
12,233 6  
7 Notes and loans receivable, net ....   7  
8 Inventories for sale or use ........   8  
9 Prepaid expenses and deferred charges ...... 359,665 9 375,531
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 456,264
b Less: accumulated depreciation 10b 212,176 30,979 10c 244,088
11 Investments—publicly traded securities . 94,319,420 11 83,634,477
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 34)... 105,688,396 16 111,513,686
Liabilities 17 Accounts payable and accrued expenses ..... 1,336,879 17 1,643,701
18 Grants payable ... 8,120,506 18 6,328,795
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..   22 3,347
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D   25  
26 Total liabilities. Add lines 17 through 25.. 9,457,385 26 7,975,843
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 5,804,635 27 5,135,900
28 Temporarily restricted net assets ........... 90,426,376 28 98,401,943
29 Permanently restricted net assets   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 96,231,011 33 103,537,843
34 Total liabilities and net assets/fund balances ........ 105,688,396 34 111,513,686
Form 990 (2018)
Form 990 (2018)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
53,881,281
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
42,257,855
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
11,623,426
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
96,231,011
5
Net unrealized gains (losses) on investments ...............
5
-4,037,594
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-279,000
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
103,537,843
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2018)
Form 990 (2018)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
RESOURCES LEGACY FUND
 
Employer identification number

95-4703838
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 25,146,258 33,718,590 96,196,546 46,709,215 50,591,348 252,361,957
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 25,146,258 33,718,590 96,196,546 46,709,215 50,591,348 252,361,957
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 146,774,485
6 Public support. Subtract line 5 from line 4. 105,587,472
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
7 Amounts from line 4.. 25,146,258 33,718,590 96,196,546 46,709,215 50,591,348 252,361,957
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 156,992 179,646 452,213 1,702,424 2,481,018 4,972,293
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10 257,334,250
12
12
869,265
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
41.030 %
15
15
39.120 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2018 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2018 		(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2019. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2018


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Name of the organization
RESOURCES LEGACY FUND
 
Employer identification number

95-4703838
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
Name of organization
RESOURCES LEGACY FUND
  		Employer identification number
95-4703838
Part I
Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 3
Name of organization
RESOURCES LEGACY FUND
  		Employer identification number

95-4703838
Part II
Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 4
Name of organization
RESOURCES LEGACY FUND
  		Employer identification number

95-4703838
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
RESOURCES LEGACY FUND
 
Employer identification number

95-4703838
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2018

Schedule C (Form 990 or 990-EZ) 2018
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...................... 162,720 162,720
b Total lobbying expenditures to influence a legislative body (direct lobbying) ............................... 321,870 321,870
c Total lobbying expenditures (add lines 1a and 1b) ................................................................... 484,590 484,590
d Other exempt purpose expenditures ........................................................................ 41,773,265 41,773,265
e Total exempt purpose expenditures (add lines 1c and 1d) ............................................... 42,257,855 42,257,855
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000 1,000,000
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ................................................. 250,000 250,000
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................ 0 0
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................ 0 0
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) Total
2a Lobbying nontaxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		6,000,000
c Total lobbying expenditures 238,278 297,023 377,191 484,590 1,397,082
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
e Grassroots ceiling amount
(150% of line 2d, column (e))		 1,500,000
f Grassroots lobbying expenditures 50,225 42,533 129,014 162,720 384,492
Schedule C (Form 990 or 990-EZ) 2018


Schedule C (Form 990 or 990-EZ) 2018
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2018


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
RESOURCES LEGACY FUND
 
Employer identification number

95-4703838
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
 
(ii) related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements   233,203 39,655 193,548
d Equipment ....   44,970 42,320 2,650
e Other .....   178,091 130,201 47,890
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 244,088
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D (Form 990) 2018


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
RESOURCES LEGACY FUND
 
Employer identification number

95-4703838
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
EAST ASIA AND THE PACIFIC 0 0 GRANTS LAND OR MARINE CONSERVATION 208,549
SOUTH ASIA 0 0 GRANTS LAND OR MARINE CONSERVATION 20,000
NORTH AMERICA 0 3 GRANTS LAND OR MARINE CONSERVATION 1,151,578
SOUTH AMERICA 0 2 GRANTS LAND OR MARINE CONSERVATION 57,024
EUROPE 0 1 GRANTS LAND OR MARINE CONSERVATION 100,000
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 0 6 1,537,151
b Total from continuation sheets to Part I ...     0
c Totals (add lines 3a and 3b) 0 6 1,537,151
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
SOUTH AMERICA LAND OR MARINE CONSERVATION 22,000 WIRE      
SOUTH AMERICA LAND OR MARINE CONSERVATION 10,024 WIRE      
NORTH AMERICA LAND OR MARINE CONSERVATION 30,000 WIRE      
NORTH AMERICA LAND OR MARINE CONSERVATION 30,000 WIRE      
EAST ASIA LAND OR MARINE CONSERVATION 78,000 WIRE      
NORTH AMERICA LAND OR MARINE CONSERVATION 11,700 WIRE      
NORTH AMERICA LAND OR MARINE CONSERVATION 100,000 WIRE      
NORTH AMERICA LAND OR MARINE CONSERVATION 50,000 WIRE      
NORTH AMERICA LAND OR MARINE CONSERVATION 50,000 WIRE      
SOUTH AMERICA LAND OR MARINE CONSERVATION 25,000 WIRE      
NORTH AMERICA LAND OR MARINE CONSERVATION 33,000 WIRE      
EAST ASIA LAND OR MARINE CONSERVATION 48,100 WIRE      
EAST ASIA LAND OR MARINE CONSERVATION 20,000 WIRE      
EAST ASIA LAND OR MARINE CONSERVATION 35,649 WIRE      
EAST ASIA LAND OR MARINE CONSERVATION 14,000 WIRE      
NORTH AMERICA LAND OR MARINE CONSERVATION 20,000 WIRE      
NORTH AMERICA LAND OR MARINE CONSERVATION 30,000 WIRE      
NORTH AMERICA LAND OR MARINE CONSERVATION 25,000 WIRE      
NORTH AMERICA LAND OR MARINE CONSERVATION 30,000 WIRE      
EAST ASIA LAND OR MARINE CONSERVATION 12,800 WIRE      
NORTH AMERICA LAND OR MARINE CONSERVATION 258,578 WIRE      
SOUTH ASIA LAND OR MARINE CONSERVATION 20,000 WIRE      
NORTH AMERICA LAND OR MARINE CONSERVATION 20,000 WIRE      
NORTH AMERICA LAND OR MARINE CONSERVATION 25,000 WIRE      
NORTH AMERICA LAND OR MARINE CONSERVATION 12,800 WIRE      
NORTH AMERICA LAND OR MARINE CONSERVATION 242,000 WIRE      
NORTH AMERICA LAND OR MARINE CONSERVATION 40,000 WIRE      
EUROPE LAND OR MARINE CONSERVATION 100,000 WIRE      
NORTH AMERICA LAND OR MARINE CONSERVATION 143,500 WIRE      
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
26
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
PART I, LINE 2: WHEN GRANTING TO A NON-U.S. BASED CONSERVATION ORGANIZATION, RLF REQUIRES DOCUMENTATION FROM THE APPLICANT THAT ESTABLISHES AND DESCRIBES THAT ORGANIZATION'S LEGAL STATUS, PURPOSE, AND MISSION, AND OFTEN REQUIRES THIRD-PARTY LETTERS OF REFERENCE. ADDITIONALLY, RLF CONFIRMS THAT THE POTENTIAL GRANTEE AND PRINCIPALS DO NOT APPEAR ON THE TREASURY DEPARTMENT'S SPECIALLY DESIGNATED NATIONALS (SDN). RLF ALSO REQUIRES GRANTEES EITHER TO ESTABLISH AND MAINTAIN A DESIGNATED BANK ACCOUNT FOR THE GRANT FUNDS, OR RECORD AND MAINTAIN THE GRANT FUNDS IN A SEPARATE BOOKKEEPING ACCOUNT. RLF OFTEN PROVIDES GRANT FUNDING TO U.S.-BASED 501(C)(3) ORGANIZATIONS WITH OFFICES IN OTHER COUNTRIES TO WORK WITH NON-U.S. ORGANIZATIONS IN ORDER TO MONITOR THE PROJECT AND WORK TO ENSURE THAT FUNDING IS EFFECTIVELY USED FOR ITS INTENDED PURPOSE. ALL RLF INTERNATIONAL GRANTS INCLUDE REQUIREMENTS FOR PERIODIC REPORTS RECONCILING GRANT ACTIVITIES, PROGRESS, AND OUTCOMES WITH GRANT OBJECTIVES, AS WELL AS A RECONCILIATION OF GRANT EXPENDITURES TO THE PROPOSAL BUDGET.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2018
Additional Data


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SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
RESOURCES LEGACY FUND
 
Employer identification number

95-4703838
Part I
Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
VICTORIA SCHOENWALD
6 VALLEJO STREET
 
BERKELEY, CA94707 		FUNDRAISING COUNSEL   No 0 19,000 0
 
BETH GRUPP ASSOCIATES LLC
BOX 60185 CAPITOL SUITES
 
WASHINGTON, DC20039 		FUNDRAISING COUNSEL   No 0 66,000 0
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow   85,000  
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
AK, AL, AR, CA, CO, CT, DC, FL, GA, HI, IL, KS, KY, MA, MD, ME, MI, MN, MS, NC, ND, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, UT, VA, WA, WI, WV
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2018
Schedule G (Form 990 or 990-EZ) 2018
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.




VerticalRevenue
(a) Event #1

 
(event type) 		(b) Event #2

 
(event type) 		(c) Other events

 
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
 
 
 
 

2
Less: Contributions . . . .
 
 
 
 
3 Gross income (line 1 minus
line 2) . . . . . .
 
 
 
 



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . .        
8 Entertainment . . . .        
9 Other direct expenses . . .        
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow  
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow  
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
 
 
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
 
 


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
 

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2018
Schedule G (Form 990 or 990-EZ) 2018
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2018
Additional Data


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Software Version:  

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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
RESOURCES LEGACY FUND
 
Employer identification number
95-4703838
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) ADVANCE DEMOCRACY INC
1360 BEVERLY ROAD SUITE 300
MCLEAN,VA22101 		82-4277642 501(C)(3) 1,688,000       ADVANCING HEALTHY COMMUNITIES AND SOCIAL EQUITY
(2) AFFILIATED TRIBES OF NORTHWEST INDIANS
6636 NE SANDY BOULEVARD
PORTLAND,OR97213 		93-0934830 501(C)(3) 20,250       LAND OR MARINE CONSERVATION
(3) AMERICAN RIVERS
1101 14TH STREET NW
WASHINGTON,DC20005 		23-7305963 501(C)(3) 350,000       LAND OR MARINE CONSERVATION
(4) ANAHUAK YOUTH SPORTS ASSOCIATION
5317 N FIGUEROA STREET 1
LOS ANGELES,CA90042 		01-0566012 501(C)(3) 15,000       LAND OR MARINE CONSERVATION
(5) ARCHAEOLOGY SOUTHWEST
300 NORTH ASH ALLEY
TUCSON,AZ85701 		86-0640183 501(C)(3) 57,000       LAND OR MARINE CONSERVATION
(6) ASIAN PACIFIC ENVIRONMENTAL NETWORK
426 17TH STREET
OAKLAND,CA94612 		94-3261846 501(C)(3) 43,000       LAND OR MARINE CONSERVATION
(7) AUDUBON CALIFORNIA
220 MONTGOMERY STREET SUITE 1000
SAN FRANCISCO,CA94104 		13-1624102 501(C)(3) 200,000       LAND OR MARINE CONSERVATION
(8) BIG SUR LAND TRUST
PO BOX 4071
MONTEREY,CA93942 		94-2473415 501(C)(3) 75,000       LAND OR MARINE CONSERVATION
(9) BIODIVERSITY FUNDERS GROUP
PO BOX 29361
SAN FRANCISCO,CA94129 		13-3431076 501(C)(3) 5,000       LAND OR MARINE CONSERVATION
(10) CA MARINE SANCTUARY FOUNDATION
99 PACIFIC STREET SUITE 455
MONTEREY,CA93940 		94-3225675 501(C)(3) 240,000       LAND OR MARINE CONSERVATION
(11) CALIFORNIA ASSOCIATION FOR ENVIRONMENTAL AND OUTDOOR EDUCATION
560 SILVER STRAND BLVD
IMPERIAL BEACH,CA91932 		95-4819097 501(C)(3) 15,000       LAND OR MARINE CONSERVATION
(12) CALIFORNIA ASSOCIATION OF RESOURCE CONSERVATION DISTRICTS
801 K STREET
SACRAMENTO,CA95814 		94-1553749 501(C)(3) 200,000       LAND OR MARINE CONSERVATION
(13) CALIFORNIA COASTAL PROTECTION NETWORK
2920 VENTURA DRIVE
SANTA BARBARA,CA93105 		77-0527664 501(C)(3) 130,000       LAND OR MARINE CONSERVATION
(14) CALIFORNIA COASTKEEPER ALLIANCE
1100 11TH STREET
SACRAMENTO,CA95814 		95-4834043 501(C)(3) 155,000       LAND OR MARINE CONSERVATION
(15) CALIFORNIA COUNCIL OF LAND TRUSTS
1029 J STREET 120
SACRAMENTO,CA95814 		01-0826246 501(C)(3) 18,000       LAND OR MARINE CONSERVATION
(16) CALIFORNIA OCEAN SCIENCE TRUST
1111 BROADWAY FLOOR 3
OAKLAND,CA94607 		65-1261006 501(C)(3) 150,000       LAND OR MARINE CONSERVATION
(17) CALIFORNIA RANGELAND TRUST
1225 H STREET
SACRAMENTO,CA95814 		31-1631453 501(C)(3) 25,000       LAND OR MARINE CONSERVATION
(18) CALIFORNIA TROUT INC
360 PINE STREET
SAN FRANCISCO,CA94104 		23-7097680 501(C)(3) 120,000       LAND OR MARINE CONSERVATION
(19) CAMPAIGN LEGAL CENTER INC
1411 K STREET NW
WASHINGTON,DC20005 		04-3608387 501(C)(3) 300,000       ADVANCING HEALTHY COMMUNITIES AND SOCIAL EQUITY
(20) CASCADIA LAW GROUP
606 COLUMBIA ST NW SUITE 212
OLYMPIA,WA98501 		52-7256405 FOR PROFIT 40,000       LAND OR MARINE CONSERVATION
(21) CENTER FOR BIOLOGICAL DIVERSITY
PO BOX 710
TUSCON,AZ85702 		27-3943866 501(C)(3) 20,000       LAND OR MARINE CONSERVATION
(22) CENTER ON RACE POVERTY AND THE ENVIRONMENT
1012 JEFFERSON STREET
DELANO,CA93215 		05-0557231 501(C)(3) 48,000       LAND OR MARINE CONSERVATION
(23) CITIZENS FOR RESPONSIBLE OIL AND GAS
PO BOX 114
OJAI,CA93024 		46-2660066 501(C)(3) 8,000       LAND OR MARINE CONSERVATION
(24) CLARK FORK COALITION
PO BOX 7593
MISSOULA,MT59807 		36-3428665 501(C)(3) 86,000       LAND OR MARINE CONSERVATION
(25) CLIMATE ACTION RESERVE
818 W 7TH STREET
LOS ANGELES,CA90017 		68-0477330 501(C)(3) 10,000       LAND OR MARINE CONSERVATION
(26) COALITION FOR CLEAN AIR
660 S FIGUEROA STREET
LOS ANGELES,CA90017 		23-7120567 501(C)(3) 18,000       LAND OR MARINE CONSERVATION
(27) COASTAL QUEST
283 4TH STREET
OAKLAND,CA94607 		31-1678716 501(C)(3) 50,000       LAND OR MARINE CONSERVATION
(28) COLORADO WILDLIFE FEDERATION INC
1410 GRANT STREET C-313
DENVER,CO80203 		84-0576376 501(C)(3) 10,000       LAND OR MARINE CONSERVATION
(29) COLUMBIA LAND TRUST
850 OFFICERS ROW
VANCOUVER,WA98661 		94-3140861 501(C)(3) 30,000       LAND OR MARINE CONSERVATION
(30) COMMUNITIES FOR A BETTER ENVIRONMENT
6325 PACIFIC BLVD
HUNTINGTON PARK,CA90255 		94-2998086 501(C)(3) 53,000       LAND OR MARINE CONSERVATION
(31) COMMUNITY INITIATIVES
1000 BROADWAY
OAKLAND,CA94607 		94-3255070 501(C)(3) 75,000       LAND OR MARINE CONSERVATION
(32) COMMUNITY PARTNERS
1000 N ALAMEDA STREET
LOS ANGELES,CA90012 		95-4302067 501(C)(3) 100,000       LAND OR MARINE CONSERVATION
(33) CONSERVATION COLORADO EDUCATION FUND
1536 WYNKOOP STREET 5TH FLOOR
DENVER,CO80202 		84-0614285 501(C)(3) 15,000       LAND OR MARINE CONSERVATION
(34) CONSERVATION FUND
1655 N FORT MYER DRIVE
ARLNGTON,VA22209 		52-1388917 501(C)(3) 155,000       LAND OR MARINE CONSERVATION
(35) CONSERVATION LANDS FOUNDATION
835 E 2ND AVE SUITE 314
DURANGO,CO81301 		20-8924520 501(C)(3) 50,000       LAND OR MARINE CONSERVATION
(36) CONSERVATION LAW FOUNDATION INC
62 SUMMER STREET
BOSTON,MA02110 		04-6149986 501(C)(3) 50,000       LAND OR MARINE CONSERVATION
(37) CONSERVATIVES FOR RESPONSIBLE STEWARDSHIP
11705 SUMACS STREET
OAKTON,VA22124 		31-1683604 501(C)(3) 83,000       LAND OR MARINE CONSERVATION
(38) CONSTITUTIONAL ACCOUNTABILITY CENTER
1200 18TH STREET NW SUITE 501
WASHINGTON,DC20036 		52-2063854 501(C)(3) 100,000       ADVANCING HEALTHY COMMUNITIES AND SOCIAL EQUITY
(39) DISCIPLES HOME MISSIONS
110 MARYLAND AVE NE 203
WASHINGTON,DC20002 		35-1290911 501(C)(3) 9,488       LAND OR MARINE CONSERVATION
(40) EARTH ISLAND INSTITUTE
2150 ALLSTON WAY SUITE 460
BERKELEY,CA94704 		94-2889684 501(C)(3) 15,000       LAND OR MARINE CONSERVATION
(41) ECOLOGISTS WITHOUT BORDERS
13033 SUNRISE DR
MOUNT VERNON,WA98273 		45-3628233 501(C)(3) 28,000       LAND OR MARINE CONSERVATION
(42) ENVIRONMENTAL ACTION COMMITTEE OF WEST MARIN
PO BOX 609
POINT REYES STATION,CA94956 		23-7115368 501(C)(3) 50,000       LAND OR MARINE CONSERVATION
(43) ENVIRONMENTAL JUSTICE COALITION FOR WATER
909 12TH STREET
SACRAMENTO,CA95814 		20-2539559 501(C)(3) 12,000       LAND OR MARINE CONSERVATION
(44) ENVIRONMENTAL DEFENSE CENTER
906 GARDEN STREET
SANTA BARBARA,CA93101 		77-0061994 501(C)(3) 22,000       LAND OR MARINE CONSERVATION
(45) ENVIRONMENTAL DEFENSE FUND
257 PARK AVENUE SOUTH
NEW YORK,NY10010 		11-6107128 501(C)(3) 180,000       LAND OR MARINE CONSERVATION
(46) ENVIRONMENTAL HEALTH COALITION
2727 HOOVER AVE
NATIONAL CITY,CA91950 		95-3798792 501(C)(3) 70,000       LAND OR MARINE CONSERVATION
(47) EVANGELICAL ENVIRONMENTAL NETWORK
24 EAST FRANKLIN STREET
NEW FREEDOM,PA17349 		23-2827214 501(C)(3) 17,945       LAND OR MARINE CONSERVATION
(48) FATHERS & FAMILIES OF SAN JOAQUIN
PO BOX 30674
STOCKTON,CA95213 		32-0171398 501(C)(3) 15,000       LAND OR MARINE CONSERVATION
(49) FORTERRA NW
MR GENE DUVERNOY
SEATTLE,WA98164 		94-3112461 501(C)(3) 16,000       LAND OR MARINE CONSERVATION
(50) FOUNDATION FOR WESTERN FISH & WILDLIFE
2700 W AIRPORT WAY
BOISE,ID83705 		26-2849591 501(C)(3) 278,000       LAND OR MARINE CONSERVATION
(51) FRESNO BUILDING HEALTHY COMMUNITIES
PO BOX 7694
FRESNO,CA93747 		81-3711032 501(C)(3) 50,000       LAND OR MARINE CONSERVATION
(52) FRIENDS OF CEDAR MESA
P O BOX 338
BLUFF,UT84512 		35-2426283 501(C)(3) 75,000       LAND OR MARINE CONSERVATION
(53) FRIENDS OF THE EARTH
1101 15TH STREET NW
WASHINGTON,DC20005 		23-7420660 501(C)(3) 15,000       LAND OR MARINE CONSERVATION
(54) FRIENDS OF THE EEL RIVER
PO BOX 4945
ARCATA,CA95518 		68-0423026 501(C)(3) 20,000       LAND OR MARINE CONSERVATION
(55) FRIENDS OF THE LOS ANGELES RIVER
570 W AVENUE 26 SUITE 250
LOS ANGELES,CA90065 		95-4171497 501(C)(3) 25,000       LAND OR MARINE CONSERVATION
(56) FUND FOR A BETTER FUTURE INC
555 CAPITOL MALL SUITE 1095
SACRAMENTO,CA95814 		81-2319758 501(C)(4) 165,000       ADVANCING HEALTHY COMMUNITIES AND SOCIAL EQUITY
(57) FUNDERS' NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES
6705 SW 57TH AVENUE
CORAL GABLES,FL33143 		57-1173613 501(C)(3) 10,000       LAND OR MARINE CONSERVATION
(58) GALVESTON SHRIMP COMPANY
C/O DAN OCCHIPINTI PACIFIC SEAFOOD
CLACKAMAS,OR97068 		27-4978686 FOR PROFIT 37,500       LAND OR MARINE CONSERVATION
(59) GOLDEN GATE NATIONAL PARKS CONSERVANCY
BUILDING 201 FORT MASON
SAN FRANCISCO,CA94123 		94-2781708 501(C)(3) 35,000       LAND OR MARINE CONSERVATION
(60) GRAND CANYON TRUST
2601 N FORT VALLEY ROAD
FLAGSTAFF,AZ86001 		86-0512633 501(C)(3) 12,000       LAND OR MARINE CONSERVATION
(61) GREATER FARALLONES ASSOCIATION
991 MARINE DRIVE
SAN FRANCISCO,CA94129 		94-3227237 501(C)(3) 40,000       LAND OR MARINE CONSERVATION
(62) GREATER YELLOWSTONE COALITION
215 S WALLACE AVENUE
BOZEMAN,MT59715 		81-0414042 501(C)(3) 15,000       LAND OR MARINE CONSERVATION
(63) GREENLINING INSTITUTE
360 14TH ST 2ND FLOOR
OAKLAND,CA94612 		94-3173571 501(C)(3) 118,000       LAND OR MARINE CONSERVATION
(64) GROUNDWORK SAN DIEGO - CHOLLAS CREEK
5106 FEDERAL BLVD 203
SAN DIEGO,CA92105 		74-3184848 501(C)(3) 15,000       LAND OR MARINE CONSERVATION
(65) HIGH COUNTRY CONSERVATION ADVOCATES
716 ELK AVENUE
CRESTED BUTTE,CO81224 		84-0772688 501(C)(3) 50,000       LAND OR MARINE CONSERVATION
(66) HISPANIC ACCESS FOUNDATION
1030 15TH ST NW SUITE B/1 15
WASHINGTON,DC20005 		27-2589206 501(C)(3) 20,000       LAND OR MARINE CONSERVATION
(67) IMPACTASSETS INC (ON BEHALF OF FUTURE OF FISH)
7315 WISCONSIN AVE
BETHESDA,MD20814 		26-2048480 501(C)(3) 100,000       LAND OR MARINE CONSERVATION
(68) INSTITUTE FOR ECOLOGICAL HEALTH
409 JARDIN PLACE
DAVIS,CA95616 		68-0328081 501(C)(3) 20,000       LAND OR MARINE CONSERVATION
(69) INTERAMERICAN ASSOCIATION FOR ENVIRONMENTAL DEFENSE
50 CALIFORNIA ST STE 500
SAN FRANCISCO,CA94111 		94-3292116 501(C)(3) 45,000       LAND OR MARINE CONSERVATION
(70) INTERNATIONAL COMMUNITY FOUNDATION
2505 N AVE
NATIONAL CITY,CA91950 		33-0457858 501(C)(3) 25,000       LAND OR MARINE CONSERVATION
(71) INTERNATIONAL UNION FOR CONSERVATION OF NATURE AND NATURAL RESOURCES - US
1630 CONNECTICUT AVENUE NW SUITE
300
WASHINGTON,DC20009 		52-1443147 501(C)(3) 40,000       LAND OR MARINE CONSERVATION
(72) LAND TRUST OF NAPA COUNTY
1700 SOSCOL AVENUE
NAPA,CA94559 		94-2315096 501(C)(3) 60,000       LAND OR MARINE CONSERVATION
(73) LAND TRUST OF SANTA CRUZ COUNTY
617 WATER STREET
SANTA CRUZ,CA95060 		94-2431856 501(C)(3) 35,000       LAND OR MARINE CONSERVATION
(74) LEADERSHIP COUNSEL FOR JUSTICE AND ACCOUNTABILITY
764 P STREET SUITE 12
FRESNO,CA93721 		46-1517800 501(C)(3) 9,500       ADVANCING HEALTHY COMMUNITIES AND SOCIAL EQUITY
(75) LOCAL GOVERNMENT COMMISSION
980 9TH STREET SUITE 1700
SACRAMENTO,CA98514 		94-2791699 501(C)(3) 122,500       LAND OR MARINE CONSERVATION
(76) LONG TOM RIVER WATERSHED COUNCIL
751 S DANEBO AVE
EUGENE,OR97402 		20-8049325 501(C)(3) 30,000       LAND OR MARINE CONSERVATION
(77) LOS ANGELES NEIGHBORHOOD LAND TRUST
1541 WILSHIRE BLVD
LOS ANGELES,CA90017 		38-3687836 501(C)(3) 25,000       LAND OR MARINE CONSERVATION
(78) LOS ANGELES WATERKEEPER
120 BROADWAY
SANTA MONICA,CA90401 		95-4444787 501(C)(3) 115,000       LAND OR MARINE CONSERVATION
(79) LOW INCOME INVESTMENT FUND
50 CALIFORNIA STREET
SAN FRANCISCO,CA94111 		94-2952578 501(C)(3) 60,000       LAND OR MARINE CONSERVATION
(80) MARINE APPLIED RESEARCH & EXPLORATION
1230 BRICKYARD COVE ROAD 101
RICHMOND,CA94801 		31-1821639 501(C)(3) 130,000       LAND OR MARINE CONSERVATION
(81) MARINE CONSERVATION INSTITUTE
4010 STONE WAY N
SEATTLE,WA98103 		91-1725640 501(C)(3) 20,000       LAND OR MARINE CONSERVATION
(82) MATTOLE RESTORATION COUNCIL
PO BOX 160
PETROLIA,CA95558 		68-0037149 501(C)(3) 25,000       LAND OR MARINE CONSERVATION
(83) METHOW VALLEY CITIZENS COUNCIL
PO BOX 774
TWISP,WA98856 		91-1061350 501(C)(3) 75,000       LAND OR MARINE CONSERVATION
(84) MOJAVE DESERT LAND TRUST
60124 29 PALMS HIGHWAY
JOSHUA TREE,CA92252 		72-1603033 501(C)(3) 66,000       LAND OR MARINE CONSERVATION
(85) MONTANA CONSERVATION CORPS
206 N GRAND AVE
BOZEMAN,MT59715 		81-0467431 501(C)(3) 6,650       LAND OR MARINE CONSERVATION
(86) MONTANA CONSERVATION VOTERS EDUCATION FUND INC
PO BOX 853
BILLINGS,MT59103 		81-0525336 501(C)(3) 36,376       LAND OR MARINE CONSERVATION
(87) MONTANA STATE PARKS FOUNDATION
400 W BROADWAY ST
MISSOULA,MT59802 		47-3829371 501(C)(3) 25,000       LAND OR MARINE CONSERVATION
(88) MONTANA WILDERNESS ASSOCIATION
80 S WARREN STREET
HELENA,MT59601 		51-0198932 501(C)(3) 298,472       LAND OR MARINE CONSERVATION
(89) MONTANA WILDLIFE FEDERATION
PO BOX 1175
HELENA,MT59624 		81-0303948 501(C)(3) 30,000       LAND OR MARINE CONSERVATION
(90) MONTEREY BAY AQUARIUM
886 CANNERY ROW
MONTEREY,CA93940 		94-2487469 501(C)(3) 10,000       LAND OR MARINE CONSERVATION
(91) MTB MISSOULA
PO BOX 8233
MISSOULA,MT59807 		36-3772602 501(C)(3) 7,000       LAND OR MARINE CONSERVATION
(92) MULEY FANATIC FOUNDATION INC
520 WILKES DRIVE SUITE 1
GREEN RIVER,WY82935 		45-3578215 501(C)(3) 5,000       LAND OR MARINE CONSERVATION
(93) NATIONAL AUDUBON SOCIETY INC
1200 18TH STREET
WASHINGTON,DC20036 		13-1624102 501(C)(3) 29,400       LAND OR MARINE CONSERVATION
(94) NATIONAL CAUCUS OF ENVIRONMENTAL LEGISLATORS
1228 31ST ST SUITE 110
WASHINGTON,DC20007 		68-0633254 501(C)(3) 10,000       LAND OR MARINE CONSERVATION
(95) NATIONAL PARKS CONSERVATION ASSOCIATION
109 W CALENDAR STREET
LIVINGSTON,MT59047 		53-0225165 501(C)(3) 10,000       LAND OR MARINE CONSERVATION
(96) NATIONAL RELIGIOUS PARTNERSHIP FOR THE ENVIRONMENT
110 MARYLAND AVENUE NE SUITE 203
WASHINGTON,DC20002 		13-6996770 501(C)(3) 13,000       LAND OR MARINE CONSERVATION
(97) NATIONAL WILDLIFE FEDERATION
11100 WILDLIFE CENTER DRIVE
RESTON,VA20190 		53-0204616 501(C)(3) 500,028       LAND OR MARINE CONSERVATION
(98) NATURAL RESOURCES DEFENSE COUNCIL - DC
1152 15TH STREET NW
WASHINGTON,DC20005 		13-2654926 501(C)(3) 45,000       LAND OR MARINE CONSERVATION
(99) NATURE CONSERVANCY
201 MISSION STREET
SAN FRANCISCO,CA94105 		53-0242652 501(C)(3) 437,500       LAND OR MARINE CONSERVATION
(100) NEW ENGLAND AQUARIUM CORPORATION
1 CENTRAL WARF
BOSTON,MA02110 		04-2297514 501(C)(3) 5,000       LAND OR MARINE CONSERVATION
(101) NEW VENTURE FUND
1201 CONNECTICUT AVENUE NW
WASHINGTON,DC20036 		20-5806345 501(C)(3) 75,000       LAND OR MARINE CONSERVATION
(102) NORTHEASTERN MINNESOTANS FOR WILDERNESS
PO BOX 625
ELY,MN55731 		01-0743018 501(C)(3) 28,000       LAND OR MARINE CONSERVATION
(103) OCEAN AWARENESS PROJECT DOING BUSINESS AS BLUE FRONTIER CAMPAIGN
PO BOX 19367
WASHINGTON,DC20036 		14-1861309 501(C)(3) 5,000       LAND OR MARINE CONSERVATION
(104) OCEAN CONSERVANCY
1300 19TH STREET
WASHINGTON,DC20036 		23-7245152 501(C)(3) 35,800       LAND OR MARINE CONSERVATION
(105) OCEAN OUTCOMES
OCEAN OUTCOMES
PORTLAND,OR97212 		46-4901375 501(C)(3) 70,000       LAND OR MARINE CONSERVATION
(106) OJAI VALLEY LAND CONSERVANCY
PO BOZ 1092
OJAI,CA93024 		77-0169682 501(C)(3) 100,000       LAND OR MARINE CONSERVATION
(107) OPEN MARKETS INSTITUTE
1440 G STREET NW
WASHINGTON,DC20005 		82-2529375 501(C)(3) 20,000       ADVANCING HEALTHY COMMUNITIES AND SOCIAL EQUITY
(108) OPEN SPACE INSTITUTE
1350 BROADWAY
NEW YORK,NY10018 		52-1053406 501(C)(3) 125,000       LAND OR MARINE CONSERVATION
(109) ORANGE COUNTY COASTKEEPER
3151 AIRWAY AVE SUITE F-110
COSTA MESA,CA92626 		33-0847892 501(C)(3) 192,750       LAND OR MARINE CONSERVATION
(110) OREGON ENVIRONMENTAL COUNCIL
222 NW DAVIS ST 309
PORTLAND,OR97209 		93-0578714 501(C)(3) 25,000       LAND OR MARINE CONSERVATION
(111) OREGON NATURAL DESERT ASSOCIATION
50 SW BOND STREET SUITE 4
BEND,OR97702 		94-3098621 501(C)(3) 11,000       LAND OR MARINE CONSERVATION
(112) OUTDOOR OUTREACH
5275 MARKET STREET
SAN DIEGO,CA92114 		33-0860449 501(C)(3) 30,000       LAND OR MARINE CONSERVATION
(113) PACIFIC INSTITUTE
654 13TH ST
OAKLAND,CA94612 		94-3050434 501(C)(3) 20,000       LAND OR MARINE CONSERVATION
(114) PENINSULA OPEN SPACE TRUST
222 HIGH STREET
PALO ALTO,CA94301 		94-2392007 501(C)(3) 150,000       LAND OR MARINE CONSERVATION
(115) PEW CHARITABLE TRUSTS
2005 MARKET STREET SUITE 2800
PHILADELPHIA,PA19103 		56-2307147 501(C)(3) 1,250,000       LAND OR MARINE CONSERVATION
(116) PLANNING AND CONSERVATION LEAGUE FOUNDATION
1107 9TH STREET SUITE 901
SACRAMENTO,CA95814 		94-2190378 501(C)(3) 50,000       LAND OR MARINE CONSERVATION
(117) POLICY IMPACT
1107 9TH STREET STE 500
SACRAMENTO,CA95814 		36-4657870 501(C)(3) 24,950       LAND OR MARINE CONSERVATION
(118) POWER SHIFT NETWORK
1875 CONNECTICUT AVE NW 10TH FLOOR
WASHINGTON,DC20009 		45-5616367 501(C)(3) 50,000       ADVANCING HEALTHY COMMUNITIES AND SOCIAL EQUITY
(119) PROGRESSNOW COLORADO EDUCATION
1714 HUMBOLDT STREET
DENVER,CO80218 		73-1674017 501(C)(3) 27,500       LAND OR MARINE CONSERVATION
(120) PUBLIC ADVOCATES INC
131STEUART ST STE 300
SAN FRANCISCO,CA94105 		23-7103042 501(C)(3) 18,000       LAND OR MARINE CONSERVATION
(121) PUBLIC COUNSEL
610 S ARDMORE AVENUE
LOS ANGELES,CA90005 		23-7105149 501(C)(3) 22,000       LAND OR MARINE CONSERVATION
(122) PUBLIC LAND SOLUTIONS
478 S MILL CREEK DRIVE
MOAB,UT84532 		45-4818675 501(C)(3) 40,000       LAND OR MARINE CONSERVATION
(123) REEF CHECK FOUNDATION
13723 FIJI WAY B-2
MARINA DEL REY,CA90292 		95-4858649 501(C)(3) 150,000       LAND OR MARINE CONSERVATION
(124) REGENTS OF THE UNIVERSITY OF CALIFORNIA
2195 HEARST AVE RM 130 CGA
BERKELEY,CA94720 		94-6002123 501(C)(3) 340,000       LAND OR MARINE CONSERVATION
(125) RESOURCE CONSERVATION DISTRICT OF SANTA CRUZ COUNTY
820 BAY AVENUE SUITE 136
CAPITOLA,CA95010 		80-0700832 GOVERNMENT 60,000       LAND OR MARINE CONSERVATION
(126) RESOURCE MEDIA
9450 SW GEMINI DR 59115
BEAVERTON,OR97008 		82-0564961 501(C)(3) 150,000       LAND OR MARINE CONSERVATION
(127) RESTORE AMERICA'S ESTUARIES
2300 CLARENDON BLVD
ARLINGTON,VA22201 		54-1965304 501(C)(3) 7,500       LAND OR MARINE CONSERVATION
(128) RIVER PARTNERS
580 VALLOMBROSA AVE
CHICO,CA95926 		94-3302335 501(C)(3) 25,000       LAND OR MARINE CONSERVATION
(129) ROCKY MOUNTAIN WILD
1536 WYNKOOP STREET SUITE 900
DENVER,CO80202 		84-1512852 501(C)(3) 23,000       LAND OR MARINE CONSERVATION
(130) RUSSIAN RIVERKEEPER
PO BOX 1335
HEALDSBURG,CA95448 		68-0321117 501(C)(3) 75,000       LAND OR MARINE CONSERVATION
(131) SAN DIEGO AUDUBON SOCIETY
4010 MORENA BLVD ST 100
SAN DIEGO,CA92117 		95-6100273 501(C)(3) 30,000       LAND OR MARINE CONSERVATION
(132) SAN DIEGO CANYONLANDS
3461 EUCLID AVE SUITE A
SAN DIEGO,CA92105 		26-2237918 501(C)(3) 50,000       LAND OR MARINE CONSERVATION
(133) SAN DIEGO COASTKEEPER
2825 DEWEY ROAD SUITE 207
SAN DIEGO,CA92106 		33-0647946 501(C)(3) 75,000       LAND OR MARINE CONSERVATION
(134) SAN FRANCISCO BAYKEEPER
1736 FRANKLIN ST SUITE 800
OAKLAND,CA94612 		68-0120240 501(C)(3) 80,000       LAND OR MARINE CONSERVATION
(135) SAN FRANCISCO CHAMBER OF COMMERCE FOUNDATION
235 MONTGOMERY STREET
SAN FRANCISCO,CA94104 		94-3114015 501(C)(3) 25,000       LAND OR MARINE CONSERVATION
(136) SAN MATEO COUNTY RCD
625 MIRAMONTES STREET SUITE 103
HALF MOON BAY,CA94019 		94-6036491 501(C)(3) 30,000       LAND OR MARINE CONSERVATION
(137) SANCTUARY FOREST INC
PO BOX 166
WHITETHORN,CA95589 		94-2676195 501(C)(3) 25,000       LAND OR MARINE CONSERVATION
(138) SANTA BARBARA CHANNELKEEPER
714 BOND AVENUE
SANTA BARBARA,CA93103 		91-2151460 501(C)(3) 60,000       LAND OR MARINE CONSERVATION
(139) SAVE OUR SHORES
345 LAKE AVENUE SUITE A
SANTA CRUZ,CA95062 		94-2745941 501(C)(3) 20,000       LAND OR MARINE CONSERVATION
(140) SAVE THE BAY
1330 BROADWAY SUITE 1800
OAKLAND,CA94612 		94-6078420 501(C)(3) 25,000       LAND OR MARINE CONSERVATION
(141) SEA RESEARCH FOUNDATION INC DBA MYSTIC AQUARIUM
55 COOGAN BOULEVARD
MYSTIC,CT06355 		06-1480300 501(C)(3) 25,000       LAND OR MARINE CONSERVATION
(142) SEMPERVIRENS FUND
419 SOUTH SAN ANTONIO ROAD
LOS ALTOS,CA94022 		94-2155097 501(C)(3) 72,255       LAND OR MARINE CONSERVATION
(143) SEQUOIA RIVERLANDS TRUST
427 SOUTH GARDEN STREET
VISALIA,CA93277 		77-0347417 501(C)(3) 500,000       LAND OR MARINE CONSERVATION
(144) SHER EDLING LLP
100 MONTGOMERY ST
SAN FRANCISCO,CA94104 		81-3554198 FOR PROFIT 1,319,625       ADVANCING HEALTHY COMMUNITIES
(145) SIERRA BUSINESS COUNCIL
PO BOX 2428
TRUCKEE,CA96160 		68-0397204 501(C)(3) 30,000       LAND OR MARINE CONSERVATION
(146) SIERRA CLUB FOUNDATION
2101 WEBSTER STREET
OAKLAND,CA94612 		94-6069890 501(C)(3) 42,000       LAND OR MARINE CONSERVATION
(147) SIERRA FUND (TSF)
103 PROVIDENCE MINE ROAD
NEVADA CITY,CA95959 		68-0485725 501(C)(3) 20,000       LAND OR MARINE CONSERVATION
(148) SIERRA HEALTH FOUNDATION CENTER FOR HEALTH PROGRAM MANAGEMENT
1321 GARDEN HIGHWAY SUITE 210
SACRAMENTO,CA95833 		45-5282243 501(C)(3) 40,500       LAND OR MARINE CONSERVATION
(149) SILICON VALLEY LEADERSHIP GROUP
2001 GATEWAY PLACE
SAN JOSE,CA95110 		94-2460352 501(C)(6) 50,000       LAND OR MARINE CONSERVATION
(150) SMITH RIVER ALLIANCE
PO BOX 2129
CRESCENT CITY,CA95531 		94-2650838 501(C)(3) 50,000       LAND OR MARINE CONSERVATION
(151) SMITHSONIAN INSTITUTION
PO BOX 37012 MRC 1205
WASHINGTON,DC20013 		53-0206027 501(C)(3) 62,500       LAND OR MARINE CONSERVATION
(152) SONOMA COUNTY REGIONAL PARKS FOUNDATION
2300 COUNTY CENTER DR 120A
SANTA ROSA,CA95409 		94-6000539 501(C)(3) 20,000       LAND OR MARINE CONSERVATION
(153) SOUTH YUBA RIVER CITIZENS LEAGUE
313 RAILROAD AVENUE
NEVADA CITY,CA95959 		68-0171371 501(C)(3) 30,000       LAND OR MARINE CONSERVATION
(154) SOUTHERN ENVIRONMENTAL LAW CENTER
201 WEST MAIN STREET SUITE 14
CHARLOTTESVILLE,VA22902 		52-1436778 501(C)(3) 34,000       LAND OR MARINE CONSERVATION
(155) STAND
ONE HAIGHT STREET
SAN FRANCISCO,CA94102 		94-3331587 501(C)(3) 22,500       LAND OR MARINE CONSERVATION
(156) STEWARDS OF THE COAST AND REDWOODS
PO BOX 2
DUNCANS MILLS,CA95430 		94-3039895 501(C)(3) 10,000       LAND OR MARINE CONSERVATION
(157) STRATEGIC CONCEPTS IN ORGANIZING AND POLICY EDUCATION (SCOPE)
1715 W FLORENCE AVENUE
LOS ANGELES,CA90047 		95-4635737 501(C)(3) 18,000       LAND OR MARINE CONSERVATION
(158) SURFRIDER FOUNDATION
PO BOX 73550
SAN CLEMENTE,CA92673 		95-3941826 501(C)(3) 305,000       LAND OR MARINE CONSERVATION
(159) SUSTAINABLE CONSERVATION
98 BATTERY ST
SAN FRANCISCO,CA94111 		94-3232437 501(C)(3) 210,000       LAND OR MARINE CONSERVATION
(160) SUSTAINABLE FISHERIES PARTNERSHIP
4348 WAIALAE AVENUE 692
HONOLULU,HI96816 		27-3091938 501(C)(3) 30,000       LAND OR MARINE CONSERVATION
(161) SUSTAINABLE MARKETS FOUNDATION
45 WEST 36TH STREET 6TH FLOOR
NEW YORK,NY10018 		13-4188834 501(C)(3) 292,000       LAND OR MARINE CONSERVATION
(162) TAXPAYERS FOR COMMON SENSE
651 PENNSYLVANIA AVENUE SE
WASHINGTON,DC20003 		52-1941122 501(C)(3) 30,000       ADVANCING HEALTHY COMMUNITIES AND SOCIAL EQUITY
(163) THE OCEAN FOUNDATION
1320 19TH STREET NW
WASHINGTON,DC20036 		71-0863908 501(C)(3) 25,000       LAND OR MARINE CONSERVATION
(164) THE SEVENTH GENERATION FUND FOR INDIGENOUS PEOPLES INC
PO BOX 4569
ARCATA,CA95518 		68-0027247 501(C)(3) 11,500       LAND OR MARINE CONSERVATION
(165) TIDES CENTER
PO BOX 29907
SAN FRANCISCO,CA94129 		94-3213100 501(C)(3) 27,500       LAND OR MARINE CONSERVATION
(166) TIDES FOUNDATION
1014 TORNEY AVENUE
SAN FRANCISCO,CA94129 		51-0198509 501(C)(3) 50,000       LAND OR MARINE CONSERVATION
(167) TOLOWA DEE-NI' NATION
40 ROWDY CREEK ROAD
SMITH RIVER,CA95567 		68-0087275 INDIAN TRIBE 25,000       LAND OR MARINE CONSERVATION
(168) TROUT UNLIMITED INC
1777 N KENT STREET
ARLNGTON,VA22209 		38-1612715 501(C)(3) 325,000       LAND OR MARINE CONSERVATION
(169) TRUST FOR CONSERVATION INNOVATION DBA MULTIPLIER
405 14TH STREET
OAKLAND,CA94612 		91-2166435 501(C)(3) 110,000       LAND OR MARINE CONSERVATION
(170) TUOLUMNE RIVER PRESERVATION TRUST
57 POST STREET
SAN FRANCISCO,CA94104 		94-2834151 501(C)(3) 80,000       LAND OR MARINE CONSERVATION
(171) REGENTS OF THE UNIVERSITY OF CALIFORNIA
1850 RESEARCH PARK DRIVE
DAVIS,CA95618 		94-6036494 501(C)(3) 51,529       LAND OR MARINE CONSERVATION
(172) UC SANTA CRUZ FOUNDATION
1156 HIGH STREET
SANTA CRUZ,CA95064 		23-7394590 501(C)(3) 50,000       LAND OR MARINE CONSERVATION
(173) UPWELL TURTLES
99 PACIFIC STREET
MONTEREY,CA93940 		82-1309235 501(C)(3) 465,000       LAND OR MARINE CONSERVATION
(174) UTAH DINE BIKEYAH
352 DENVER STREET
SALT LAKE CITY,UT84111 		61-1729917 501(C)(3) 20,000       LAND OR MARINE CONSERVATION
(175) VENTURA COUNTY WATERSHED PROTECTION DISTRICT
800 SOUTH VICTORIA AVENUE
VENTURA,CA93009 		95-6000944 GOVERNMENT 80,000       LAND OR MARINE CONSERVATION
(176) VET VOICE FOUNDATION
P O BOX 10031
PORTLAND,OR97296 		26-4627222 501(C)(3) 104,410       LAND OR MARINE CONSERVATION
(177) WATER FOUNDATION
555 CAPITOL MALL STE 1155
SACRAMENTO,CA95814 		37-1833985 501(C)(3) 500,000       LAND OR MARINE CONSERVATION
(178) WATERSHED EDUCATION NETWORK
PO BOX 9201
MISSOULA,MT59807 		81-0525373 501(C)(3) 96,000       LAND OR MARINE CONSERVATION
(179) WATSONVILLE WETLANDS WATCH
PO BOX 1239
FREEDOM,CA95019 		77-0519882 501(C)(3) 15,000       LAND OR MARINE CONSERVATION
(180) WESTERN RIVERS CONSERVANCY
71 SW OAK STREET SUITE 100
PORTLAND,OR97204 		93-1326405 501(C)(3) 75,000       LAND OR MARINE CONSERVATION
(181) WESTERN SLOPE CONSERVATION CENTER
PO BOX 1612
PAONIA,CO81428 		84-0728032 501(C)(3) 30,000       LAND OR MARINE CONSERVATION
(182) WILD CONNECTIONS INC
2168 PHEASANT PL
COLORADO SPRINGS,CO80909 		14-1899876 501(C)(3) 15,000       LAND OR MARINE CONSERVATION
(183) WILDCOAST
925 SEACOAST DRIVE
IMPERIAL BEACH,CA91932 		77-0536297 501(C)(3) 195,500       LAND OR MARINE CONSERVATION
(184) WILDERNESS LAND TRUST
PO BOX 11697
BAINBRIDGE ISLAND,WA98110 		84-1192823 501(C)(3) 770,000       LAND OR MARINE CONSERVATION
(185) WILDERNESS SOCIETY
1615 M ST NW
WASHINGTON,DC20036 		53-0167933 501(C)(3) 68,250       LAND OR MARINE CONSERVATION
(186) WIND RIVER NATIVE ADVOCACY CENTER
PO BOX 2261
FORT WASHAKLE,WY82514 		81-3582146 501(C)(3) 30,000       LAND OR MARINE CONSERVATION
(187) WORLD WILDLIFE FUND INC
1250 24TH STREET NW
WASHINGTON,DC20037 		52-1693387 501(C)(3) 66,559       LAND OR MARINE CONSERVATION
(188) WYOMING OUTDOOR COUNCIL
262 LINCOLN STREET
LANDER,WY82520 		83-0259411 501(C)(3) 54,500       LAND OR MARINE CONSERVATION
(189) WYOMING WILDLIFE FEDERATION
PO BOX 1312
LANDER,WY82520 		23-7002578 501(C)(3) 7,000       LAND OR MARINE CONSERVATION
(190) YELLOWSTONE TO YUKON CONSERVATION INITIATIVE
PO BOX 157
BOZEMAN,MT59771 		81-0535303 501(C)(3) 85,000       LAND OR MARINE CONSERVATION
(191) YUROK TRIBE
PO BOX 1027
KLAMATH,CA95548 		68-0178020 INDIAN TRIBE 75,000       LAND OR MARINE CONSERVATION
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
182
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
9
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2018

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: RLF GRANTS INCLUDE REQUIREMENTS FOR PERIODIC REPORTS RECONCILING GRANT ACTIVITIES, PROGRESS, AND OUTCOMES WITH GRANT OBJECTIVES, AS WELL AS A RECONCILIATION OF GRANT EXPENDITURES WITH THE PROPOSAL BUDGET. IN ADDITION, STAFF MAINTAINS CONTACT WITH GRANTEES AND PERIODICALLY CONDUCTS FIELD VISITS FOR SIGNIFICANT PROJECTS.
Schedule I (Form 990) 2018



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
RESOURCES LEGACY FUND
 
Employer identification number

95-4703838
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1MICHAEL MANTELL
DIRECTOR, PRESIDENT 		(i)

(ii)		 590,479
-------------
0 		0
-------------
0 		0
-------------
0 		36,500
-------------
0 		17,644
-------------
0 		644,623
-------------
0 		0
-------------
0
2MARY SCOONOVER
SECRETARY, VICE PRESIDENT 		(i)

(ii)		 382,809
-------------
0 		0
-------------
0 		0
-------------
0 		36,500
-------------
0 		19,744
-------------
0 		439,053
-------------
0 		0
-------------
0
3ROSINA BUGARIN
TREASURER, CHIEF FINANCIAL OFFICER 		(i)

(ii)		 141,984
-------------
0 		0
-------------
0 		0
-------------
0 		20,353
-------------
0 		9,451
-------------
0 		171,788
-------------
0 		0
-------------
0
4JULIA TURRINI
PROGRAM DIRECTOR 		(i)

(ii)		 213,066
-------------
0 		5,000
-------------
0 		0
-------------
0 		18,094
-------------
0 		31,622
-------------
0 		267,782
-------------
0 		0
-------------
0
5MICHAEL SCOTT
SENIOR POLICY ADVISOR 		(i)

(ii)		 197,381
-------------
0 		0
-------------
0 		0
-------------
0 		15,910
-------------
0 		1,836
-------------
0 		215,127
-------------
0 		0
-------------
0
6JESSICA MAHER
PROGRAM DIRECTOR 		(i)

(ii)		 188,249
-------------
0 		3,000
-------------
0 		0
-------------
0 		15,271
-------------
0 		11,525
-------------
0 		218,045
-------------
0 		0
-------------
0
7BRENDA MALLORY
DIRECTOR AND COUNSEL 		(i)

(ii)		 183,504
-------------
0 		0
-------------
0 		0
-------------
0 		14,840
-------------
0 		18,233
-------------
0 		216,577
-------------
0 		0
-------------
0
8MERSWIND REYER
COUNSEL 		(i)

(ii)		 183,168
-------------
0 		2,000
-------------
0 		0
-------------
0 		14,922
-------------
0 		17,517
-------------
0 		217,607
-------------
0 		0
-------------
0
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2018
Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
RESOURCES LEGACY FUND
 
Employer identification number

95-4703838
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
(1) RESOURCES LAW GROUP (RLG)
  		RLG IS OWNED BY MICHAEL MANTELL (PRESIDENT) & MARY SCOONOVER (SECRETARY) PAYABLE RELATED TO SHARED SERVICES REIMBURSEMENT X     3,347   No Yes   Yes  
Total ...............Small Bullet $ 3,347
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2018
Schedule L (Form 990 or 990-EZ) 2018
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) RESOURCES LAW GROUP (RLG)
  		RLG IS OWNED BY MICHAEL MANTELL (PRESIDENT) & MARY SCOONOVER (SECRETARY) 230,974 RLF HAS AN AGREEMENT WITH RLG FOR SHARED RESOURCES OF STAFF, OFFICE SERVICES, AND TECHNOLOGY RESOURCES. RLF ALSO SUBLEASES OFFICE SPACE FROM RLG AND PAYS MONTHLY RENT AND PARKING DIRECTLY TO THE LANDLORD BASED ON PROPORTIONATE SHARE OF SPACE. RLG REIMBURSED RLF $230,974 FOR THE COST OF SHARED SERVICES.   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2018


Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
RESOURCES LEGACY FUND
 
Employer identification number

95-4703838
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 5 4,297,554 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
 
No
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2018)
Schedule M (Form 990) (2018)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, COLUMN (B): DONATED SECURITIES ARE RECORDED AS A CONTRIBUTION AT THE FAIR MARKET VALUE OF THE SECURITIES ON THE DATE RECEIVED. THEY ARE SOLD IMMEDIATELY UPON RECEIPT. THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF STOCK DONATIONS RECEIVED.
Schedule M (Form 990) (2018)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
RESOURCES LEGACY FUND
 
Employer identification number

95-4703838
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 2 MICHAEL A. MANTELL AND MARY SCOONOVER ARE OFFICERS OF RLF AND HAVE A BUSINESS RELATIONSHIP - MICHAEL AND MARY ARE OWNERS OF RESOURCES LAW GROUP (RLG).
FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY OUTSIDE TAX ACCOUNTANTS, REVIEWED BY THE CHIEF FINANCIAL OFFICER, PRESIDENT OF RESOURCES LEGACY FUND, AND THE AUDIT COMMITTEE. IT IS THEN SENT TO ALL VOTING MEMBERS BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST POLICY COVERS OFFICERS AND DIRECTORS, WHO ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS ANNUALLY IN WRITING. THE BOARD OF DIRECTORS DETERMINES IF AN ACTUAL CONFLICT EXISTS AND IS RESPONSIBLE FOR ANY REQUIRED REVIEW AND ACTION. ADDITIONALLY, A CONFLICT OF INTEREST POLICY IS INCLUDED IN THE EMPLOYEE POLICY MANUAL. UPON HIRE, EMPLOYEES ARE REQUIRED TO READ IT AND ACKNOWLEDGE THAT THEY ARE FAMILIAR WITH AND WILL OBSERVE THE POLICY.
FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNANCE COMMITTEE, ON BEHALF OF THE BOARD, ENGAGED AN OUTSIDE CONSULTANT TO REVIEW THE EXECUTIVE COMPENSATION OF RLF'S PEERS, TO ASSESS RLF'S EXECUTIVE COMPENSATION, AND TO PROVIDE AN INDEPENDENT OPINION REGARDING THE REASONABLENESS OF RLF'S EXECUTIVE COMPENSATION. THE POSITIONS OF PRESIDENT, SECRETARY, AND TREASURER WERE INCLUDED IN THIS ASSESSMENT. THIS PROCESS WAS LAST UNDERTAKEN IN 2018.
FORM 990, PART VI, SECTION C, LINE 19 AUDITED STATEMENTS AND 990 TAX RETURNS ARE AVAILABLE AND DOWNLOADABLE FROM WWW.RESOURCESLEGACYFUND.ORG. ORGANIZATIONAL BY-LAWS AND IRS LETTER OF DETERMINATION OF TAX EXEMPTION ARE PROVIDED AT REQUEST TO ALL DONORS.
FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 7,612,039. MANAGEMENT AND GENERAL EXPENSES 47,600. FUNDRAISING EXPENSES 85,000. TOTAL EXPENSES 7,744,639.
FORM 990 PART IX, LINE 11G FEES INCLUDE PAYMENTS TO OVER 108 VENDORS FOR SCIENTIFIC STUDIES, STRATEGIC COMMUNICATIONS, MAPPING, CONSERVATION EXPERTISE, PROGRAM DESIGN, MANAGEMENT AND EVALUATION, PREPARATION OF ENVRIONMENTAL DOCUMENTS REQUIRED FOR PROJECTS BY GOVERNMENTAL AGENCIES, AND POLICY RESEARCH AND ANALYSIS.
FORM 990, PART XI, LINE 9: REVERSAL OF GRANT EXPENSE 21,000. REVERSAL OF PLEDGES RECEIVABLE -150,000. TRANSFER OF PROGRAM FUNDS TO OMI -150,000.
FORM 990, PART XII, LINE 2C NEITHER PROCESS HAS CHANGED FROM THE PRIOR YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
RESOURCES LEGACY FUND
 
Employer identification number

95-4703838
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)RESOURCES LEGACY FUND FOUNDATION
555 CAPITOL MALL 1095

SACRAMENTO,CA95814
30-0043771 		SUPPORTING ORG FOR RESOURCES LEGACY FUND CA 501(C)(3) LINE 12A, I RESOURCES LEGACY FUND
 
 
No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2018

Additional Data


Software ID:  
Software Version: