TY 2021 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) JARED BLUM...................................................................... CHAIR	8.00 .................	X	X		0	0	0
(2) LINDA CHURCH-CIOCCI...................................................................... VICE CHAIR	0.60 .................	X	X		0	0	0
(3) LAURA KALICK...................................................................... SECRETARY/TREASURER	0.60 .................	X	X		0	0	0
(4) RICHARD L OTTINGER...................................................................... CHAIR EMERITUS	0.60 .................	X	X		0	0	0
(5) ROSINA M BIERBAUM PHD...................................................................... DIRECTOR	0.60 .................	X			0	0	0
(6) JOSEPH CAVARRETTA...................................................................... DIRECTOR	0.60 .................	X			0	0	0
(7) MONTY COOPER...................................................................... DIRECTOR	0.60 .................	X			0	0	0
(8) SHELLEY FIDLER...................................................................... DIRECTOR	0.60 .................	X			0	0	0
(9) FRANK MURRAY...................................................................... DIRECTOR	0.60 .................	X			0	0	0
(10) RAYA SALTER...................................................................... DIRECTOR	0.60 .................	X			0	0	0
(11) CHRISTOPHER SCHEPIS...................................................................... DIRECTOR	0.60 .................	X			0	0	0
(12) JEFFREY W TALLEY...................................................................... DIRECTOR	0.60 .................	X			0	0	0
(13) DAVID TERRY...................................................................... DIRECTOR	0.60 .................	X			0	0	0
(14) DANIEL BRESETTE...................................................................... EXECUTIVE DIRECTOR	44.00 .................		X		162,145	0	22,436
(15) DAVID ROBISON...................................................................... DIRECTOR OF FINANCE AND ADMIN.	44.00 .................			X	100,616	0	15,501

- TIN:

SCHEDULE A
(Form 990)

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 instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

ENVIRONMENTAL AND ENERGY STUDY INSTITUTE

Employer identification number

52-1268030

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.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2021

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	1,294,820	1,227,630	1,466,919	1,762,843	1,430,009	7,182,221
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	1,294,820	1,227,630	1,466,919	1,762,843	1,430,009	7,182,221
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) ..						1,845,299
6	Public support. Subtract line 5 from line 4.						5,336,922

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(f) Total
7	Amounts from line 4..	1,294,820	1,227,630	1,466,919	1,762,843	1,430,009	7,182,221
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	69,720	76,374	80,052	80,802	89,161	396,109
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						7,578,330

Gross receipts from related activities, etc. (see instructions) ..................

54,000

First 5 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

Public support percentage for 2021 (line 6, column (f) divided by line 11, column (f)) .........

70.420 %

Public support percentage for 2020 Schedule A, Part II, line 14 ...............

65.480 %

16a

33 1/3% support test—2021. If the organization did not check the box on line 13, and line 14 is 33 1/3 % or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2020. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2020. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

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) 2021

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)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(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)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(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 on 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.)..

First 5 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

Public support percentage for 2021 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2020 Schedule A, Part III, line 15 ...............

65.480 %

Section D. Computation of Investment Income Percentage

Investment income percentage for 2021 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2020 Schedule A, Part III, line 17 .............

5.320 %

19a

331/3% support tests—2021. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2020. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2021

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

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.

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.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

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.

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.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c 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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

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.

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) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

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.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on 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.

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

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) 2021

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, 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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

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?

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).

By reason of the relationship described in line 2 above, 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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

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.

Did the activities described on line 2a, above 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.

Parent of Supported Organizations. Answer lines 3a and 3b below.

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?If "Yes" or "No", provide details in Part VI.

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.

Schedule A (Form 990) 2021

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	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 0.015 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 0.035	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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2021

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	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2021 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2021	(iii) Distributable Amount for 2021
1 Distributable amount for 2021 from Section C, line 6
2 Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2021:
a From 2016.......
b From 2017.......
c From 2018.......
d From 2019.......
e From 2020.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2021 distributable amount
i Carryover from 2016 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2021 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2021 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2021, 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 2021. 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 2022. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2017.....
b Excess from 2018.....
c Excess from 2019.....
d Excess from 2020.....
e Excess from 2021.....

Schedule A (Form 990) (2021)

Schedule A (Form 990) 2021

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) 2021

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Name of the organization

ENVIRONMENTAL AND ENERGY STUDY INSTITUTE

Employer identification number

52-1268030

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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) (2021)

Schedule B (Form 990) (2021) Page 2

Name of organization ENVIRONMENTAL AND ENERGY STUDY INSTITUTE

Part I Contributors	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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

Page 3

Name of organization ENVIRONMENTAL AND ENERGY STUDY INSTITUTE		Employer identification number 52-1268030

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) (2021)

Schedule B (Form 990) (2021)

Page 4


Name of organization ENVIRONMENTAL AND ENERGY STUDY INSTITUTE			Employer identification number 52-1268030
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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (2021)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

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 Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

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

ENVIRONMENTAL AND ENERGY STUDY INSTITUTE

Employer identification number

52-1268030

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... SchCMd Bullet

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ SchCMd Bullet

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

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

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.

Cat. No. 50084S

Schedule C (Form 990) 2021

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 Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

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) ......................	0
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................	3,608
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................	3,608
d	Other exempt purpose expenditures ...............................................................................	1,772,591
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................	1,776,199
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.	238,810
	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) .................................................	59,703
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................	0
i	Subtract line 1f from line 1c. If zero or less, enter -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? ...................................................................................................................		Yes No

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) 2018	(b) 2019	(c) 2020	(d) 2021	(e) Total

2a	Lobbying nontaxable amount	209,534	222,775	235,229	238,810	906,348

b	Lobbying ceiling amount (150% of line 2a, column(e))					1,359,522

c	Total lobbying expenditures		5,631	8,120	3,608	17,359

d	Grassroots nontaxable amount	52,384	55,694	58,807	59,703	226,588

e	Grassroots ceiling amount (150% of line 2d, column (e))					339,882

f	Grassroots lobbying expenditures

Schedule C (Form 990) 2021

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)

Yes|No

(b)

Amount

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:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Total. Add lines 1c through 1i ....................................................................................................

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

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

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

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."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

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? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

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) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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 instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

ENVIRONMENTAL AND ENERGY STUDY INSTITUTE

Employer identification number

52-1268030

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 ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

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)? .............................

Yes No

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.

If the organization elected, as permitted under FASB 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.

If the organization elected, as permitted under FASB 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

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 FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

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) 2021

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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 ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

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	11,304	5,842	5,462
d	Equipment ....	120,115	92,751	27,364
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				32,826

Schedule D (Form 990) 2021

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.)

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.)

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.)...........

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.)	66,606
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) 2021

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	2,008,021
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	302,505
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	302,505
3	Subtract line 2e from line 1..................			3	1,705,516
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	31,359
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	31,359
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	1,736,875

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	1,744,840
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	0
3	Subtract line 2e from line 1...................			3	1,744,840
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	31,359
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c	31,359
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	1,776,199

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

PART X, LINE 2:

EESI IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE), EXCEPT AS TO INCOME FROM UNRELATED BUSINESS ACTIVITIES, AND HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. EESI REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. EESI DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE, OR REFLECT, ANY UNCERTAIN TAX POSITIONS. EESI'S IRS FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE AUTHORITIES, GENERALLY FOR THREE YEARS AFTER FILING.

Schedule D (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

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

2021

Open to Public Inspection

Name of the organization

ENVIRONMENTAL AND ENERGY STUDY INSTITUTE

Employer identification number

52-1268030

Part I

Questions Regarding Compensation

Yes

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on 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 .....

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 on Line 1a? ....

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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.

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:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

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:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

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 ............

Yes

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 ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2021

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, 1099-MISC compensation, and/or 1099-NEC			(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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1DANIEL BRESETTE EXECUTIVE DIRECTOR	(i) (ii)	154,645 ------------- 0	7,500 ------------- 0	0 ------------- 0	14,605 ------------- 0	7,831 ------------- 0	184,581 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2021

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
PART I, LINE 7	THE BOARD DETERMINES BONUSES AT DISCRETIONARY AMOUNTS.

Schedule J (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete 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 image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

ENVIRONMENTAL AND ENERGY STUDY INSTITUTE

Employer identification number

52-1268030

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	2	51,567	FAIR MARKET VALUE
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 ( )
26 Other ( )
27 Other ( )
28 Other ( )

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

Yes

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 isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization didn't 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) (2021)

Page 2

Part IISupplemental 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):	THE TOTAL NUMBER REPORTED IN COLUMN (B) REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS.

Schedule M (Form 990) (2021)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

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

2021

Open to Public
Inspection

Name of the organization

ENVIRONMENTAL AND ENERGY STUDY INSTITUTE

Employer identification number

52-1268030

Return Reference	Explanation
ORGANIZATION MISSION - CONT'D:	EESI HAS BEEN WORKING WITH EXPERTS ON THE LEADING EDGE OF SCIENCE, TECHNOLOGY, AND POLICY TO HELP SHARE THEIR KNOWLEDGE WITH POLICYMAKERS IN CONGRESS. AS AN INDEPENDENT AND TRUSTED NONPARTISAN POLICY INSTITUTION, EESI HAS MORE THAN 38 YEARS OF EXPERIENCE TURNING COMPLEX CONCEPTS INTO UNDERSTANDABLE INFORMATION, INVITING DECISION MAKERS FROM BOTH SIDES OF THE AISLE TO ASK QUESTIONS AND FIND SOLUTIONS TO ONE OF THE GREATEST CHALLENGES IN HUMAN HISTORY, CLIMATE CHANGE. IN ITS WORK, EESI CONDUCTS CONGRESSIONAL BRIEFINGS, RELEASES WHITE PAPERS AND PODCASTS, AND PUBLISHES WEB ARTICLES, VIDEOS, AND NEWSLETTERS. ALL OF THESE RESOURCES ARE FREELY AVAILABLE ON OUR WEBSITE, WWW.EESI.ORG, AND FOR OUR EMAIL SUBSCRIBERS.
PROGRAM SERVICE ACCOMPLISHMENTS 4A - CONT'D:	EESI HAS LONG HELD DIVERSITY, EQUITY, INCLUSION, AND JUSTICE (DEIJ) AS CORE VALUES AND HAS TAKEN ACTIVE STEPS TO PUT THESE VALUES INTO PRACTICE. OUR DIVERSITY, EQUITY, INCLUSION, AND JUSTICE STATEMENT, PUBLISHED IN 2021, GUIDES OUR WORK BY ESTABLISHING OBJECTIVES AND MEASURING PROGRESS AS WE BETTER INCORPORATE DEIJ PRINCIPLES ACROSS THE FULL SUITE OF EESI ACTIVITIES: TECHNICAL ASSISTANCE PROGRAMS, POLICY WORK, COMMUNICATIONS, AND OPERATIONS. WE ARE AMPLIFYING THE VOICES OF BLACK, INDIGENOUS, PEOPLE OF COLOR, LEGACY, AND FRONTLINE COMMUNITIES THAT ARE FACING CLIMATE IMPACTS. WE ARE SUPPORTING PROGRAMS THAT INCREASE ENERGY AFFORDABILITY AND EXPAND CLEAN ENERGY ACCESS IN THESE COMMUNITIES. AS PART OF OUR INTENSIFIED FOCUS ON DEIJ ISSUES, WE PUBLISHED AN OVERVIEW OF ENVIRONMENTAL JUSTICE ON OUR WEBSITE. ENVIRONMENTAL JUSTICE IS THE CONCEPT THAT ALL PEOPLE - REGARDLESS OF RACE, COLOR, NATIONAL ORIGIN, OR INCOME - HAVE AN EQUAL RIGHT TO STRONG ENVIRONMENTAL PROTECTION AND TO BE INFORMED OF AND INVOLVED IN DECISION-MAKING IMPACTING THEIR ENVIRONMENT. EESI'S BOARD AND STAFF ARE COMMITTED TO CONTINUAL IMPROVEMENT IN ENHANCING OUR COMMITMENTS TO DEIJ. EESI'S STAFF DEIJ WORKING GROUP MEETS ON A BIWEEKLY BASIS TO IDENTIFY OPPORTUNITIES TO ADVANCE DEI ACROSS THE ORGANIZATION AND TO SHARE INFORMATION AND RESOURCES. UNDER THE GUIDANCE OF THE BOARD'S COMMITTEE ON DIVERSITY, EQUITY, AND INCLUSION, EESI IS MAKING STEADY PROGRESS ON SEVERAL FRONTS: BOARD RECRUITMENT, STAFF AND INTERN RECRUITMENT, ADVISORY BOARD RECRUITMENT, DEMOGRAPHIC DATA COLLECTION AND REPORTING, EXECUTIVE PERFORMANCE AND EVALUATION, BRIEFING PANEL COMPOSITION, AND COMMUNICATIONS. A CONCRETE EXAMPLE OF OUR DEIJ INITIATIVES WAS THE LAUNCH IN LATE 2021 OF OUR NEW SCHOLARSHIP FOR FUTURE CLIMATE LEADERS, WHICH AWARDS UP TO $5,000 EACH ACADEMIC YEAR TO AN UNDERGRADUATE STUDENT PURSUING STUDIES RELEVANT TO ENVIRONMENTAL, CLEAN ENERGY, AND CLIMATE POLICY AT A HISTORICALLY BLACK COLLEGE OR UNIVERSITY (HBCU) IN THE MID-ATLANTIC OR SOUTHERN REGION. IN ADDITION TO THE SCHOLARSHIP, EESI ALSO PROVIDES MENTORING AND CAREER ADVICE TO THE SCHOLARSHIP WINNERS. THE PROGRAM IS MANAGED BY UNCF (UNITED NEGRO COLLEGE FUND), A LEADING PHILANTHROPIC ORGANIZATION. IN EARLY 2022, EESI ANNOUNCED THE FIRST RECIPIENT, A STUDENT AT NORTH CAROLINA AGRICULTURAL AND TECHNICAL STATE UNIVERSITY. EESI STAFF SPEAK AND ADVISE ON POLICY OPTIONS RELATED TO CLIMATE, THE ENVIRONMENT, NATURE-BASED SOLUTIONS, ENERGY, AGRICULTURE, BUILDINGS, HEALTH, TRANSPORTATION, AND EQUITY ISSUES. MEMBERS OF THE MEDIA OFTEN CALL ON EESI FOR INSIGHTS, QUOTES, AND BACKGROUND INFORMATION. EESI STAFF ARE ALSO OFTEN INVITED TO SPEAK AT A VARIETY OF WORKSHOPS AND CONFERENCES. EESI REGULARLY WRITES ARTICLES AND OP-EDS FOR PUBLICATIONS, FURTHER EXTENDING THE REACH OF OUR MESSAGING. RICHARD L. OTTINGER INTERNSHIP PROGRAM: EESI PROVIDES INTERNS WITH SUBSTANTIVE EXPERIENCES THAT HELP THEM START CAREERS IN CLIMATE, ENERGY, AND ENVIRONMENTAL POLICY WITH FEDERAL AGENCIES, ADVOCACY GROUPS, AND FORWARD-THINKING BUSINESSES. INTERNS GAIN INSIGHT INTO THE WORKINGS OF CONGRESS AND THE LEGISLATIVE PROCESS, CONTRIBUTE RESEARCH AND ANALYSIS TO ARTICLES AND FACT SHEETS, AND LEARN ABOUT HOW A SUCCESSFUL, INCLUSIVE NONPROFIT LIKE EESI CARRIES OUT OUR WORK. EESI PAYS OUR INTERNS. MOREOVER, WE PROVIDE AN EXTENSIVE PROFESSIONAL DEVELOPMENT CURRICULUM, INCLUDING GUEST SPEAKERS WHO DISCUSS CAREER PLANNING, NETWORKING EVENTS WITH OTHER NONPROFITS, AND SKILLS DEVELOPMENT LIKE EFFECTIVE RESUME WRITING. OUR INTERNSHIP PROGRAM IS NAMED AFTER EESI BOARD CHAIR EMERITUS RICHARD L. "DICK" OTTINGER, WHO REPRESENTED NEW YORK IN CONGRESS AND SHARED THE VISION THAT LED TO OUR FOUNDING.
FORM 990, PART VI, SECTION B, LINE 11B	DIRECTOR OF FINANCE AND EXECUTIVE DIRECTOR REVIEW FORM 990 BEFORE SENDING IT TO THE BOARD. THE BOARD REVIEWS FORM 990 PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C	THE CONFLICT OF INTEREST POLICY APPLIES TO ALL EESI STAFF AND BOARD MEMBERS. IT IS INCLUDED IN OUR EMPLOYEE HANDBOOK, WHICH IS DISTRIBUTED AND SIGNED AT THE BEGINNING OF EMPLOYMENT AND IS SIGNED BY BOARD MEMBERS UPON ACCEPTANCE OF APPOINTMENT AND ANNUALLY, THEREAFTER. AFTER DISCLOSURE, VOTING MEMBERS WILL BE ASKED TO LEAVE THE ROOM DURING DISCUSSIONS AND VOTES REGARDING AFFILIATED INTERESTS.
FORM 990, PART VI, SECTION B, LINE 15A	EXECUTIVE DIRECTOR COMPENSATION IS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND APPROVED BY THE FULL BOARD. THE COMPARABILITY OF CEO'S OF SIMILAR ORGANIZATIONS WAS MADE BY THE CHAIR OF THE BOARD THROUGH 990 DATA.
FORM 990, PART VI, SECTION C, LINE 19	COPIES OF THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:	THE PROCESSES HAVE NOT 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) 2021

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	1,762,843	1,430,009
9	Program service revenue (Part VIII, line 2g) .........	0	0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	156,040	306,866
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)	1,918,883	1,736,875
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
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)	1,231,839	1,355,711
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 265,188
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	472,745	420,488
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,704,584	1,776,199
19	Revenue less expenses. Subtract line 18 from line 12.......	214,299	-39,324
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	4,927,316	5,209,603
21	Total liabilities (Part X, line 26).............	154,614	173,720
22	Net assets or fund balances. Subtract line 21 from line 20.....	4,772,702	5,035,883

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 907,232 including grants of $ ) (Revenue $ )
	FEDERAL CLIMATE AND CLEAN ENERGY POLICY PROGRAM:EESI WORKS TO CREATE AND INFORM A POLICY ENVIRONMENT IN WHICH POLICYMAKERS ARE EQUIPPED WITH KNOWLEDGE AND MOTIVATION TO ACT TO CURB CLIMATE CHANGE AND INCREASE RESILIENCE TO CURRENT AND FUTURE CLIMATE IMPACTS, WITH AN EMPHASIS ON EQUITY. EESI FILLS A CRITICAL NEED: TURNING COMPLEX CONCEPTS INTO ACCESSIBLE INFORMATION, INVITING DECISION-MAKERS FROM BOTH SIDES OF THE AISLE TO ASK QUESTIONS AND FIND SOLUTIONS TO CLIMATE CHANGE, THE MOST URGENT THREAT FACING THE WORLD TODAY.IT IS ALSO URGENT FOR OUR COUNTRY'S LEADERS TO BUILD AWARENESS, KNOWLEDGE, AND UNDERSTANDING OF THE NEED FOR ACTION TO REDUCE CLIMATE IMPACTS. EESI INFORMS POLICYMAKERS ABOUT THE ECONOMIC DEVELOPMENT, ENERGY SECURITY, ENVIRONMENTAL, EQUITY, AND PUBLIC HEALTH BENEFITS OF SUSTAINABLY TAPPING THE COUNTRY'S ABUNDANT RENEWABLE ENERGY RESOURCES. IN ADDITION, EESI SHOWCASES SUSTAINABLE POLICIES AND TECHNOLOGIES FOR AGRICULTURE AND FORESTRY, BUILDINGS, DISTRIBUTED ENERGY RESOURCES, TRANSPORTATION, AND UTILITIES.EESI'S CONGRESSIONAL BRIEFINGS ARE A CRITICAL RESOURCE TO INFORM AND EDUCATE CONGRESS, THE EXECUTIVE BRANCH, POLICYMAKERS, MEDIA, AND THE PUBLIC ABOUT THE LATEST SCIENCE, TECHNOLOGY, AND POLICY DEVELOPMENTS IN ENERGY AND THE ENVIRONMENT. IN 2021, EESI ORGANIZED 28 ONLINE CONGRESSIONAL BRIEFINGS, WHICH WERE ATTENDED BY 4,403 MEMBERS OF THE POLICY COMMUNITY. ALL CONGRESSIONAL OFFICES ARE INVITED TO OUR BRIEFINGS AND STAFF FROM 61 CONGRESSIONAL OFFICES - FROM BOTH SIDES OF THE AISLE - ATTENDED IN 2021. OUR PUBLIC BRIEFINGS ARE LIVE-STREAMED AND AVAILABLE ON OUR WEBSITE AND YOUTUBE CHANNEL, WHICH FURTHER EXTENDS THEIR REACH AND IMPACT; OUR YOUTUBE CHANNEL HAS MORE THAN 376,998 CUMULATIVE VIEWS. IN ADDITION, 290 INDIVIDUALS FROM GOVERNMENT, ACADEMIA, INDUSTRY, MEDIA OUTLETS, AND THE GREATER POLICY COMMUNITY PARTICIPATED IN THE ONLINE EDITION OF OUR BIPARTISAN CONGRESSIONAL RENEWABLE ENERGY AND ENERGY EFFICIENCY EXPO AND POLICY FORUM; IT FEATURED 13 SPEAKERS AND REMARKS FROM FIVE MEMBERS OF CONGRESS.EESI PRIORITIZED PROVIDING CONGRESS AND THE POLICY COMMUNITY WITH KEY INFORMATION ABOUT THE 26TH CONFERENCE OF THE PARTIES (COP26) TO THE UNITED NATIONS FRAMEWORK CONVENTION ON CLIMATE CHANGE (UNFCCC) HELD IN NOVEMBER IN GLASGOW, SCOTLAND. EESI HOSTED A BRIEFING SERIES IN THE LEAD-UP TO THE COP26 INTERNATIONAL CLIMATE SUMMIT, COVERING CLIMATE ADAPTATION, INTERNATIONAL CLIMATE FINANCE, THE STATE OF PLAY OF THE NEGOTIATIONS, AND WAYS TO IMPLEMENT U.S. CLIMATE COMMITMENTS. A HIGH-LEVEL BRIEFING ON GLOBAL SUSTAINABLE DEVELOPMENT FEATURED FORMER UNFCCC EXECUTIVE SECRETARY CHRISTIANA FIGUERES AND FORMER CHAIR OF THE INTERGOVERNMENTAL PANEL ON CLIMATE CHANGE AND ACCLAIMED SCIENTIST SIR ROBERT WATSON. EESI ALSO PUBLISHED ITS FIRST-EVER DAILY NEWSLETTER, THE "GLASGOW DISPATCH," WHICH COVERED THE CONFERENCE'S PROCEEDINGS DURING ITS ENTIRE DURATION. EESI WORKED CLOSELY WITH THE BRITISH GOVERNMENT, WHICH HOSTED COP26 AND CO-SPONSORED OUR BRIEFING SERIES ALONG WITH THE SECRETARIAT OF THE UNITED NATIONS FRAMEWORK CONVENTION ON CLIMATE CHANGE.AT THE BEGINNING OF THE NEW CONGRESS IN EARLY 2021, EESI REACHED OUT TO ALL THE NEW CONGRESSIONAL ENERGY AND ENVIRONMENT STAFF, PROVIDING THEM WITH INFORMATION AND INTRODUCING THEM TO EESI AS A RELIABLE RESOURCE. AS WE WERE UNABLE TO HOLD IN-PERSON MEETINGS OR BRIEFINGS ON THE HILL BECAUSE OF HEALTH AND SAFETY CONCERNS, WE ADAPTED OUR TRADITIONAL INTRODUCTORY WORK WITH A NEW CONGRESS AND DEBUTED A VIRTUAL CONGRESSIONAL CLIMATE CAMP. DURING THIS ONLINE BRIEFING SERIES, EESI PRESENTED CONGRESSIONAL STAFF WITH THE BASICS OF THE LEGISLATIVE PROCESS - LIKE BUDGET REQUESTS AND APPROPRIATIONS. WE HIGHLIGHTED KEY POLICY OPPORTUNITIES ACROSS ALL SECTORS OF THE U.S. ECONOMY FOR ACHIEVING CARBON REDUCTIONS, ESPECIALLY THOSE THAT ALSO DELIVER CLIMATE ADAPTATION AND RESILIENCE BENEFITS. BASED ON POPULAR DEMAND, WE ORGANIZED A BONUS BRIEFING ABOUT THE POLITICAL AND POLICY DYNAMICS OF BUDGET RECONCILIATION, THE PROCESS THAT ALLOWS CONGRESS TO PASS LAWS RELATED TO TAXES, SPENDING, AND THE DEBT LIMIT WITH ONLY A MAJORITY VOTE IN THE SENATE.EESI'S WEBSITE SURPASSED 1 MILLION UNIQUE VISITS IN 2021. OUR @EESIONLINE TWITTER ACCOUNT RECEIVED THE BLUE "VERIFIED" CHECKMARK, WHICH ENCOURAGED MORE PEOPLE - INCLUDING HIGH-PROFILE ACCOUNTS, LIKE REP. JIM CLYBURN'S (D-S.C.) - TO FOLLOW US. AND OUR PODCAST, "THE CLIMATE CONVERSATION," BOASTED 33 EPISODES AND EARNED MANY 5-STAR REVIEWS ON APPLE PODCASTS; IT IS ALSO AVAILABLE ON GOOGLE PODCASTS AND SPOTIFY.EESI REVISED AND REVAMPED ITS PAGE OF ANSWERS TO FREQUENTLY-ASKED QUESTIONS ABOUT CLIMATE CHANGE, WHICH HAS CONSISTENTLY BEEN ONE OF OUR MOST POPULAR PAGES. IN IT, WE TACKLE 22 QUESTIONS (INCLUDING "WHAT CAUSES GLOBAL WARMING? AND "IF GLOBAL WARMING IS REAL, WHY IS IT SO COLD AND SNOWY THIS WINTER?") IN AS ACCESSIBLE AND STRAIGHTFORWARD A MANNER AS POSSIBLE, NEVER STRAYING FROM CLIMATE SCIENCE.CONTINUING OUR PREVIOUS WORK ON FOSSIL FUEL SUBSIDIES, EESI RELEASED A FACT SHEET IN 2021 SHOWCASING THE KEY POLICY PROPOSALS THAT WOULD REDUCE FOSSIL FUEL SUBSIDIES IN THE UNITED STATES. U.S. DIRECT SUBSIDIES TO THE FOSSIL FUEL INDUSTRY ARE ESTIMATED AT ROUGHLY $20.5 BILLION PER YEAR. WHEN NEGATIVE IMPACTS SUCH AS HEALTH, ENVIRONMENTAL, AND CLIMATE FACTORS ARE INCLUDED, IT IS ESTIMATED THE UNITED STATES SUBSIDIZES FOSSIL FUELS AT A LEVEL OF $649 BILLION PER YEAR. ELIMINATING FOSSIL FUEL SUBSIDIES WOULD SAVE TAXPAYER DOLLARS, WHILE ALSO REDUCING GREENHOUSE GAS EMISSIONS. REDUCING THE USE OF FOSSIL FUELS WOULD HAVE SEVERAL OTHER BENEFITS AS WELL, AS EESI DEMONSTRATED IN ANOTHER FACT SHEET ABOUT THEIR WIDE-RANGING NEGATIVE IMPACTS. BURNING COAL, OIL, AND NATURAL GAS RESULTS IN SIGNIFICANT CLIMATE, ENVIRONMENTAL, AND HEALTH COSTS THAT ARE NOT REFLECTED IN MARKET PRICES.

4b	(Code: ) (Expenses $ 378,439 including grants of $ ) (Revenue $ )
	ACCESS CLEAN ENERGY SAVINGS PROGRAM:EESI PROVIDES TECHNICAL ASSISTANCE TO UTILITY-BASED ENERGY PROGRAMS, FOCUSING ON RURAL ELECTRIC COOPERATIVES, PUBLIC POWER UTILITIES, AND GREEN BANKS. HELPING ELECTRIC COOPERATIVES IMPLEMENT SUCH PROGRAMS HAS A SIGNIFICANT IMPACT ON REDUCING U.S. CARBON EMISSIONS. NATIONWIDE, NEARLY 3,000 SUCH UTILITIES PROVIDE POWER TO 81 MILLION AMERICANS. GREATER ENERGY EFFICIENCY REDUCES HOUSEHOLD ENERGY COSTS AND IMPROVES RELIABILITY AND COMFORT, WHILE REDUCING FOSSIL FUEL USE. THE PROGRAM PROMOTES THE ADOPTION OF ON-BILL FINANCING, A MECHANISM ALLOWING CUSTOMERS TO PAY FOR HOME ENERGY IMPROVEMENTS OVER TIME VIA THEIR UTILITY BILLS. HISTORICALLY, ON-BILL FINANCING PROGRAMS HAVE FOCUSED ON ENERGY EFFICIENCY MEASURES, BUT NOW A NEW WAVE OF PROGRAMS ARE EMERGING THAT ALSO FINANCE SOLAR ROOFTOP PANELS, BENEFICIAL ELECTRIFICATION PROJECTS, AND BATTERY STORAGE DEVICES.LOW-INCOME HOUSEHOLDS, WHICH SPEND A HIGHER SHARE OF THEIR INCOMES ON ENERGY, HAVE MORE TO GAIN FROM MAKING THEIR HOMES MORE ENERGY EFFICIENT AND SWITCHING TO RENEWABLE ENERGY. BUT HIGH UPFRONT COSTS OFTEN PREVENT THESE HOUSEHOLDS FROM INVESTING IN CLEAN ENERGY, EVEN WHEN DOING SO WOULD SAVE THEM MONEY AND MAKE THEIR HOMES MORE COMFORTABLE, HEALTHIER, AND MORE RESILIENT. EESI HELPS DEVELOP FINANCING PROGRAMS THAT PLACE AN EMPHASIS ON ACCESSIBILITY AND INCLUSION TO EXPAND ACCESS TO COST-SAVING ENERGY MEASURES TO HOUSEHOLDS OF ANY INCOME LEVEL. EESI USED ITS EXTENSIVE EXPERIENCE TO RELEASE A PEER-REVIEWED PAPER, INCLUSIVE FINANCING PROGRAMS FOR SOLAR AND ELECTRIFICATION, ABOUT HOW INCLUSIVE ON-BILL FINANCING PROGRAMS FOR CLEAN ENERGY CAN EXPAND AFFORDABILITY AND INCREASE ACCESS TO CAPITAL WHILE PROMOTING EQUITY FOR HOUSEHOLDS AND BUSINESSES.EESI ALSO ENCOURAGES UTILITIES TO REPLACE DIRECT FOSSIL FUEL USE (E.G., PROPANE, HEATING OIL, GASOLINE) WITH ELECTRICITY IN A WAY THAT REDUCES OVERALL EMISSIONS AND ENERGY COSTS FOR HOUSEHOLDS AND BUSINESSES. THIS PROCESS IS KNOWN AS "BENEFICIAL ELECTRIFICATION." EESI IS AN ACTIVE MEMBER OF THE NON-PROFIT BENEFICIAL ELECTRIFICATION LEAGUE TO PROMOTE BEST PRACTICES IN ELECTRIFICATION. IN 2021, EESI HELPED USHER IN A NEW ERA FOR THE U.S. DEPARTMENT OF AGRICULTURE'S RURAL ENERGY SAVINGS PROGRAM (RESP), WHICH FINANCES RENEWABLE-ENERGY, BATTERY-STORAGE, AND ENERGY-EFFICIENCY IMPROVEMENTS FOR RURAL HOMES THROUGH ON-BILL FINANCING. DUE IN PART TO EESI'S VOCAL SUPPORT (INCLUDING THROUGH OUR ENGAGEMENT WITH CONGRESSIONAL COMMITTEES), THE 2022 FEDERAL BUDGET - PASSED IN 2021 - DOUBLED THE PROGRAM'S FUNDING, WHICH, THANKS TO LEVERAGING, MAKES APPROXIMATELY $200 MILLION IN FUNDING AVAILABLE FOR THE YEAR. AN EESI ARTICLE, "WHITE HOUSE PUSHING FOR MAJOR EXPANSION OF RURAL ENERGY SAVINGS PROGRAM," EXPLAINS HOW $11 MILLION IN FEDERAL APPROPRIATIONS CAN TURN INTO $90 MILLION IN LOANS FOR RURAL CLEAN ENERGY. WE FEATURED THE RURAL ENERGY SAVINGS PROGRAM IN TWO BRIEFINGS IN 2021 ("THE GROWING CLIMATE WORKFORCE AND "UNLOCKING CAPITAL FOR CLIMATE SOLUTIONS") AND IN A SEMINAL REPORT, INCLUSIVE FINANCING PROGRAMS FOR SOLAR AND ELECTRIFICATION.IN 2021, EESI HELPED DEVELOP AND IMPROVE ON-BILL FINANCING PROGRAMS IN 17 STATES THROUGHOUT THE COUNTRY, INCLUDING ALASKA, COLORADO, HAWAII, VERMONT, AND WASHINGTON. THESE PROGRAMS SUPPORT BOTH ENERGY EFFICIENCY AND RENEWABLE ENERGY, INCLUDING COMMUNITY SOLAR. IN COLORADO, OUR YEARS-LONG EFFORT WITH HOLY CROSS ENERGY, A RURAL ELECTRIC COOPERATIVE, LED TO THE SUCCESSFUL SPRING 2021 ROLLOUT OF ITS POWER+ INCLUSIVE ON-BILL FINANCING PROGRAM FOR BATTERY STORAGE DEVICES. THROUGH DECEMBER, THE CO-OP FINANCED $1 MILLION FOR 100 BATTERY-STORAGE DEVICES ACROSS 20 RESIDENTIAL LOCATIONS. THE PROGRAM IS CAPITALIZED BY A NO-INTEREST $11 MILLION U.S. DEPARTMENT OF AGRICULTURE RESP LOAN. THE FIRST ON-BILL PROGRAM FOR BATTERY-STORAGE SYSTEMS IN THE UNITED STATES, POWER+ IS IMPROVING THE ECONOMIC AND ENERGY RESILIENCE OF THE ELECTRIC CO-OP AND ITS MEMBERS, PARTICULARLY FROM WILDFIRES.AS PART OF OUR PUSH FOR MORE EQUITABLE SOLUTIONS TO ADVANCE CLEAN ENERGY PROGRAMS, WE HAVE DEVELOPED A SUCCESSFUL PARTNERSHIP WITH NAACP'S ENVIRONMENTAL AND CLIMATE JUSTICE PROGRAM. IN PARTICULAR, EESI HAS BEEN AN ENTHUSIASTIC PARTNER IN THE NAACP'S SOLAR EQUITY INITIATIVE, WHICH SEEKS TO BOOST SOLAR INSTALLATIONS IN COMMUNITIES OF COLOR AND CONNECT THEM TO SOLAR JOB TRAINING. THE HIGH UPFRONT COST OF SOLAR ENERGY CAN LIMIT ADOPTION BY POOR COMMUNITIES AND COMMUNITIES OF COLOR. EESI HAS BEEN COLLABORATING WITH THE NAACP ON HOW TO BEST MAKE USE OF INCLUSIVE FINANCING TO FACILITATE ACCESS TO SOLAR ENERGY AND ADVANCE EQUITY, ENVIRONMENTAL JUSTICE, AND RESILIENCE. IN JULY 2021, THE SOLAR EQUITY INITIATIVE UNVEILED THE EQUITABLE SOLAR POLICY PRINCIPLES TO INCREASE SOLAR ADOPTION IN COMMUNITIES OF COLOR AND DISMANTLE THE SYSTEMATIC BARRIERS THAT THESE COMMUNITIES HAVE EXPERIENCED. EESI HELPED DEVELOP THESE PRINCIPLES AND IS PROUD TO BE ONE OF THEIR ORIGINAL SIGNATORY ORGANIZATIONS. EESI ALSO PARTNERED WITH THE NAACP TO CONVENE A VIRTUAL EVENT TO DISCUSS HOW FAITH-BASED INSTITUTIONS CAN FINANCE SOLAR INSTALLATIONS IN HAWAII. PARTICIPATING FAITH LEADERS LEARNED ABOUT THE HAWAII GREEN ENERGY MONEY $AVER (GEM$) ON-BILL FINANCING PROGRAM THAT EESI HELPED DEVELOP. EESI AND THE NAACP ARE DISCUSSING WAYS TO REPLICATE THIS APPROACH NATIONWIDE.

4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses1,285,671

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	262,761	0	37,937

(A) Name and business address	(B) Description of services	(C) Compensation





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 0

1	Briefly describe the organization’s mission or most significant activities: TO ADVANCE SCIENCE-BASED SOLUTIONS FOR CLIMATE CHANGE, ENERGY, AND ENVIRONMENTAL CHALLENGES IN ORDER TO ACHIEVE OUR VISION OF A SUSTAINABLE, RESILIENT, AND EQUITABLE WORLD.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	13
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	13
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	27
6	Total number of volunteers (estimate if necessary) .............	6	17
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

1a	Federated campaigns..		1a	48,310
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	1,381,699

g	Noncash contributions included in lines 1a - 1f:$		1g	51,567

h Total. Add lines 1a-1f.......		1,430,009

		Business Code
2a
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....

3 Investment income (including dividends, interest, and othersimilar amounts) ......			89,161			89,161
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		726,072	7a
b	Less: cost or other basis and sales expenses		508,367	7b
c	Gain or (loss)		217,705	7c
d	Net gain or (loss).........			217,705			217,705
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			1,736,875	0	0	306,866

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
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, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	192,216	138,921	40,917	12,378
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........	935,777	699,116	78,613	158,048
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	70,317	51,973	6,305	12,039
9	Other employee benefits .......	71,130	50,522	9,433	11,175
10	Payroll taxes ...........	86,271	63,574	9,491	13,206
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	28,257		28,257
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	31,359		31,359
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	124,752	106,332	1,625	16,795
12	Advertising and promotion ....
13	Office expenses .......	24,234	15,255	1,495	7,484
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	140,309	106,296	13,089	20,924
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	650	595	55
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	18,412	14,093	1,655	2,664
23	Insurance ...	595		595
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 & SUBSCRIPTIONS	51,369	38,648	2,311	10,410
b	MISCELLANEOUS	551	346	140	65
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	1,776,199	1,285,671	225,340	265,188
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 if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			119,230	1	158,333
2	Savings and temporary cash investments .........			114,375	2	31,614
3	Pledges and grants receivable, net ......			516,636	3	262,390
4	Accounts receivable, net .............			10,472	4	0
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			43,144	9	40,325
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	131,419
b	Less: accumulated depreciation	10b	98,593	39,563	10c	32,826
11	Investments—publicly traded securities .			4,072,029	11	4,672,248
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 ...........			11,867	15	11,867
16	Total assets. Add lines 1 through 15 (must equal line 33)...			4,927,316	16	5,209,603

17	Accounts payable and accrued expenses .....	88,746	17	107,114
18	Grants payable ...		18
19	Deferred revenue .........	0	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 any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
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	65,868	25	66,606
26	Total liabilities. Add lines 17 through 25..	154,614	26	173,720

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	3,948,996	27	4,498,971
28	Net assets with donor restrictions ...........	823,706	28	536,912
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	4,772,702	32	5,035,883
33	Total liabilities and net assets/fund balances ........	4,927,316	33	5,209,603