2026-04-15T18:12:55-05:00 2025-05-31 941254756 HOOD & STRONG LLP 2580 N 1ST ST STE 460 SAN JOSE CA 95131 990 2024-06-01 942779937 RED TAB FOUNDATION REDT 4155016154 1155 BATTERY STREET LS7 SAN FRANCISCO CA 94111 JENNY CALVERT RODRIGUEZ EXECUTIVE DIRECTOR 4155016154 2026-04-15 1 0 JACOB YAU P01560332 4089988400 2024 2025-03-06 01:10:19Z JENNY CALVERT RODRIGUEZ 1155 BATTERY STREET LS7 SAN FRANCISCO CA 94111 3648035 0 X REDTABFOUNDATION.ORG X 1981 CA TO PROVIDE EMERGENCY FUNDS FOR LEVI STRAUSS & CO. EMPLOYEES, RETIREES AND THEIR FAMILIES. 11 11 0 225 0 0 2444629 2367749 0 0 680231 533198 -5109 -8582 3119751 2892365 2801889 2235338 0 0 1110316 66528 0 0 42134 407348 302433 4319553 2604299 -1199802 288066 16933419 18273251 62207 27093 16871212 18246158 X THE RED TAB FOUNDATION SUPPORTS MEMBERS OF THE LS&CO. COMMUNITY IN MAINTAINING AND BUILDING A SECURE FINANCIAL FUTURE THROUGH GLOBAL CHARITABLE PROGRAMS. IN SERVICE OF THIS MISSION, THE FOUNDATION PROVIDES SHORT TERM FINANCIAL AID TO LEVI STRAUSS & CO. EMPLOYEES AND RETIREES FOLLOWING UNEXPECTED EMERGENCIES. THE FOUNDATION ALSO PROVIDES BASIC NECESSITIES TO LOW INCOME RETIREES WHO TYPICALLY FACE VARIOUS FINANCIAL ISSUES AND FORMS OF DISTRESS DUE TO THEIR ADVANCED AGE. IN ADDITION, THE FOUNDATION PROVIDES EDUCATION AND ASSET-BUILDING PROGRAMS TO HELP THESE INDIVIDUALS IN THEIR OWN EFFORTS TO MAINTAIN THEIR FINANCIAL, PHYSICAL AND EMOTIONAL HEALTH. 0 0 2158981 2187108 0 GLOBAL GRANT PROGRAMS: THE CURRENT GOAL OF THE GLOBAL GRANT PROGRAM IS TO PROTECT THE BASIC NEEDS OF EMPLOYEES AND RETIREES WHO ARE FACING FINANCIAL EMERGENCIES. THE LONG-TERM GOAL IS TO DO THE SAME, WITH EXPANDED GLOBAL REACH AND STRONG REFERRALS TO OTHER RESOURCES TO ADDRESS UNDERLYING CAUSES OF FINANCIAL INSTABILITY. IN FISCAL YEAR 2025, OUR ORGANIZATION SERVED 1,637 EMPLOYEES AND RETIREES WITH EMERGENCY GRANTS. 256111 36800 0 RED TAB SAVERS PROGRAM: THE CURRENT GOAL OF THE PROGRAM IS TO INCENTIVIZE HOURLY EMPLOYEES TO SAVE THEIR OWN MONEY TO BUILD A FINANCIAL SAFETY NET. THE LONG-TERM GOAL IS TO DO THE SAME AT A GREATER SCALE. EARLY IN FISCAL YEAR 2025, OUR U.S. RED TAB SAVERS PROGRAM WAS PAUSED, BUT 182 EMPLOYEES EARNED ALMOST $37,000 IN MATCH REWARDS BY SAVING THEIR OWN MONEY. 11430 11430 0 INTEREST-FREE EMERGENCY LOANS: INTEREST-FREE LOANS ARE OFFERED TO EMPLOYEES IN CIRCUMSTANCE WHERE THE NEED IS MORE OF A CASH FLOW ISSUE THAN A TRUE FINANCIAL EMERGENCY. IN FISCAL YEAR 2025, RED TAB FOUNDATION DISBURSED 25 LOANS TOTALING $11,430. 2426522 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 0 0 1 PL SF 0 0 0 0 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JENNY CALVERT RODRIGUEZ 4155016154 1155 BATTERY STREET LS7 SAN FRANCISCO CA 94111 PETER HAAS JR PRESIDENT 0.30 X X 0 0 0 LISA STIRLING CFO 0.30 X X 0 0 0 KELLY MCGINNIS SECRETARY 1.00 X X 0 0 0 JEFF HARLOWE VICE PRESIDENT 0.30 X 0 0 0 SUSAN BRENNAN BOARD MEMBER 0.30 X 0 0 0 MOLLY BUCKLEY BOARD MEMBER 0.30 X 0 0 0 ANNE MADISON BOARD MEMBER 0.30 X 0 0 0 BRADLEY HAAS BOARD MEMBER 0.30 X 0 0 0 HEIDI MANES BOARD MEMBER 0.30 X 0 0 0 SCOTT WHITE BOARD MEMBER 0.30 X 0 0 0 TOM FANOE BOARD MEMBER 0.30 X 0 0 0 LIZ O'NEIL BOARD MEMBER (THRU 11/15/24) 0.30 X 0 0 0 JENNY RODRIGUEZ EXECUTIVE DIRECTOR 40.00 X 324984 0 14942 JOHN BOOKER GLOBAL PHILANTHROPY LEAD 40.00 X 164384 0 13443 BRYCE KUMAGAI GLOBAL PROGRAMS MANAGER 40.00 X 147401 0 2769 ELLA CLAUSEN COMMS & PROGRAMS MANAGER 40.00 X 128408 0 1088 765177 0 32242 4 0 1 1 0 68184 2299565 248402 2367749 390248 390248 890038 747088 142950 142950 142950 0 68184 8582 -8582 -8582 2892365 0 0 524616 1485299 1485299 750039 750039 66528 66528 2118 2118 80472 80472 8261 8261 104496 99609 1446 3441 5788 2800 500 2488 7495 201 1913 5381 37095 5017 8658 23420 4174 2880 475 819 9867 601 3146 6120 2483 2483 MERCHANT FEES 33805 10430 23375 TEAM DEVELOPMENT & EVEN 3208 1000 1743 465 FOREIGN EXCHANGE LOSSES 3171 3171 2604299 2426522 135643 42134 111185 237791 293102 736586 177810 52144 275000 500 48700 14044 20174 12804 16007448 17219382 16933419 18273251 62207 27093 62207 27093 X 16871212 18246158 16871212 18246158 16933419 18273251 X 288066 1071974 14906 X 0 1 X 1 0 X 1706238 2106494 2323023 2444629 2367749 10948133 1706238 2106494 2323023 2444629 2367749 10948133 867827 10080306 315142 380870 393355 397804 390248 1877419 12825552 169 0.78600 0.77660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 5162954 1071974 1206876 2278850 2884104 8261 8261 2892365 3788008 1206876 1206876 2581132 8261 14906 23167 2604299 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM CALIFORNIA FRANCHISE AND/OR INCOME TAXES UNDER SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. AS OF MAY 31, 2025, MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT RECOVERY 14,906. 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTMAKING 166530 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTMAKING 88526 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 GRANTMAKING 28948 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANTMAKING 223669 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 GRANTMAKING 20064 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 0 0 GRANTMAKING 222302 0 0 0 0 0 0 750039 0 750039 GRANT, SCHOLARSHIPS EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 102 166530 CASH PAYMENT GRANT, SCHOLARSHIPS NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 38 88526 CASH PAYMENT GRANT, SCHOLARSHIPS SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 18 28948 CASH PAYMENT GRANT, SCHOLARSHIPS EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 94 223669 CASH PAYMENT GRANT, SCHOLARSHIPS SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 3 20064 CASH PAYMENT GRANT, SCHOLARSHIPS SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, 291 222302 CASH PAYMENT 0 0 0 0 0 0 PART I, LINE 2: PROGRAM MANAGER REVIEWS AND VALIDATES ELIGIBILITY FOR EACH GRANT APPLICATION. A DAILY GRANT PAYMENT SCHEDULE/SUMMARY IS PREPARED BY PROGRAM ADMIN, AND AN APPROVAL IS OBTAINED FROM THE EXECUTIVE DIRECTOR OR AN OFFICER BEFORE THE GRANT PAYMENT CAN BE ISSUED TO THE GRANTEE. ELECTRONIC PAYMENTS VIA BILL.COM ARE ENTERED BY PROGRAM ADMIN, AND EXECUTIVE DIRECTOR MUST LOG IN AND APPROVE PAYMENT. ALL CHECK PAYMENTS OVER $1000, A SECOND SIGNATURE FROM EXECUTIVE DIRECTOR OR AN OFFICER IS REQUIRED BEFORE THE CHECK IS ISSUED. ALL BANK ACTIVITIES ARE REVIEWED AND RECONCILED BY RTF ACCOUNTANT ON A MONTHLY BASIS. RUN FOR RED TAB VIRTUAL RACE 68184 68184 2170 5927 485 68184 68184 2170 5927 485 8582 -8582 1 EMERGENCY AID 657 1448499 RED TAB SAVERS 138 36800 PART I, LINE 2: AN OUTSIDE PROVIDER IS USED (SCHOLARSHIP MANAGEMENT SERVICES). THEY ARE GIVEN A TARGET NUMBER OF NEW SCHOLARSHIPS TO AWARD EACH YEAR. SCHOLARSHIPS ARE AWARDED 25% ON THE STUDENT'S MERIT AND 75% ON THE NEED. GROSS FAMILY INCOME IS TAKEN INTO CONSIDERATION AS WELL AS THE TOTAL NUMBER OF DEPENDENT CHILDREN IN THE HOUSEHOLD AND/OR CURRENTLY ATTENDING COLLEGE/UNIVERSITY. A COMPARISON ACROSS COUNTRIES IS MADE TO ENSURE THE NEEDIEST STUDENTS ARE AWARDED SCHOLARSHIPS. EMERGENCY FINANCIAL GRANTS ARE PROVIDED BASED ON NEED. AN APPLICATION LISTING INCOME AND EXPENSES STATEMENTS IS REQUIRED AND EMPLOYMENT/SALARY IS VERIFIED WITH LEVI STRAUSS & CO. THE EMERGENCY CIRCUMSTANCES ARE VERIFIED WITH MANAGEMENT OR HUMAN RESOURCES PERSONNEL. WHEREVER POSSIBLE, THE MAJORITY OF GRANTS ARE PAID DIRECTLY TO PROVIDERS RATHER THAN INDIVIDUALS. X X X 0 0 0 0 0 0 0 0 0 JENNY RODRIGUEZ EXECUTIVE DIRECTOR 201462 0 58080 0 65442 0 0 0 14942 0 339926 0 0 0 JOHN BOOKER GLOBAL PHILANTHROPY LEAD 147507 0 16115 0 762 0 0 0 13443 0 177827 0 0 0 BRYCE KUMAGAI GLOBAL PROGRAMS MANAGER 130751 0 15894 0 756 0 0 0 2769 0 150170 0 0 0 PART I, LINE 3 JENNY CALVERT RODRIGUEZ, EXECUTIVE DIRECTOR FOR THE FOUNDATION, JOHN BOOKER, GLOBAL PHILANTHROPY LEAD FOR THE FOUNDATION, AND BRYCE KUMAGAI, GLOBAL PROGRAMS MANAGER FOR THE FOUNDATION, RECEIVED THEIR FORMS W-2 FROM LEVI STRAUSS & CO. THE FOUNDATION IN TURN REIMBURSES LEVI STRAUSS & CO. FOR ALL OF THEIR COMPENSATION EXPENSES. IN DETERMINING THEIR COMPENSATION, THE FOUNDATION USES LEVI STRAUSS & CO.'S COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. X 1 248402 FMV 0 0 1 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 2 PETER HAAS, JR. AND BRADLEY HAAS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B HOOD & STRONG FORWARDED A FINAL DRAFT OF THE FORM 990 TO THE EXECUTIVE DIRECTOR AND CFO FOR REVIEW, WHO THEN GAVE IT TO THE FOUNDATION'S BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS AND A DIRECT OR INDIRECT FINANCIAL INTEREST ARE COVERED UNDER THE POLICY. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS CIRCULATED AND REVIEWED ANNUALLY. A WRITTEN ACKNOWLEDGEMENT MUST BE SIGNED BY EACH BOARD MEMBER CONFIRMING THAT THEY HAVE READ AND UNDERSTAND THE CONFLICT OF INTEREST POLICY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE FINANCIAL INTEREST AND ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING, BUT AFTER SUCH PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE FOUNDATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE FOUNDATION'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE FOUNDATION AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY LS&CO.'S HUMAN RESOURCES DEPARTMENT, WHICH CONDUCTS ROBUST MARKET COMPENSATION ANALYSES AND BENCHMARKING. FORM 990, PART VI, SECTION C, LINE 19 RED TAB FOUNDATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE ON RED TAB FOUNDATION'S WEBSITE AND UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). FORM 990, PART XI, LINE 9: BAD DEBT RECOVERY 14,906.