2026-08-03T17:57:54-05:00 2025-09-30 420714325 RSM US LLP 1001 WATER ST STE 500 TAMPA FL 33602 990 2024-10-01 237380563 RARE RARE 7035225070 1310 NORTH COURTHOUSE RD 110 ARLINGTON VA 22201 CALEB MCCLENNEN PRESIDENT 7035225070 2026-08-03 1 1 KRISTEN BARNETT P01234578 8133162300 2024 2025-03-06 01:10:19Z BRETT JENKS 1310 NORTH COURTHOUSE RD 110 ARLINGTON VA 22201 45134873 0 X WWW.RARE.ORG X 1974 VA RARE INSPIRES CHANGE SO PEOPLE AND NATURE THRIVE. 24 23 126 2000 419900 0 32367496 41626913 510070 485198 625505 753388 53830 29331 33556901 42894830 1508949 1942762 0 0 23036900 24458899 0 0 3168566 12609523 12144378 37155372 38546039 -3598471 4348791 35089126 40193342 11059152 12599885 24029974 27593457 X SEE SCHEDULE O. 0 0 16582879 1775438 SUSTAINABLE FISHERIES AND FARMING - RARE'S COASTAL FISHERIES PROGRAM, FISH FOREVER, USES AN INNOVATIVE BEHAVIOR-CENTERED APPROACH TO STRENGTHEN COMMUNITY-LED COASTAL FISHERIES MANAGEMENT AND RESTORE THE MARINE ECOSYSTEMS WHERE MORE THAN 70% OF MARINE LIFE IS FOUND. RARE LEVERAGES BIOLOGICAL, BEHAVIORAL, AND SOCIAL SCIENCES WITH PARTNERS AND LOCAL LEADERS TO SUSTAIN FISHERIES PRODUCTION, BUILD COORDINATED ADVOCACY AMONG GOVERNMENTS, AND ELEVATE COASTAL FISHERS' VOICES. RARE EMPOWERS LOCAL COMMUNITIES AND GOVERNMENTS TO DESIGN, IMPLEMENT, AND ENFORCE A PROVEN FISHERIES MANAGEMENT SYSTEM: MANAGED ACCESS AREAS WITH NO-TAKE RESERVES (MA+R). THIS SYSTEM BALANCES PEOPLE'S SUSTAINABLE USE OF COASTAL FISHING WATERS WITH THEIR PROTECTION. SMALLHOLDER FARMERS SHAPE OUR GLOBAL FOOD SYSTEM AND ECONOMY. THROUGH REGENERATIVE FARMING, FARMERS CAN CREATE NEW SOCIAL NORMS FOR SUSTAINABLE FARMING. THE RESULTS ARE INCREDIBLE. WE RESTORE THE SOIL, BIODIVERSITY FLOURISHES, CARBON REMAINS IN THE GROUND, AND WE CREATE BETTER COMMUNITY CLIMATE RESILIENCE. REGENERATIVE AGRICULTURE IS A POWERFUL SOLUTION TO PROMOTE FOOD SECURITY, CLIMATE RESILIENCE, AND FARMER LIVELIHOOD.RARE'S REGENERATIVE AGRICULTURE PROGRAM SEEKS TO TRANSFORM AND REIMAGINE HOW WE FARM FOR THE FUTURE. WE PARTNER WITH FARMING COMMUNITIES IN HIGH-BIODIVERSITY ECOSYSTEMS TO SHIFT TO REGENERATIVE AGRICULTURE AND MORE SUSTAINABLE RANCHING PRACTICES. THE PROGRAM HELPS SMALLHOLDER FARMERS CREATE SUSTAINABLE AND LONG-TERM SOLUTIONS FOR PEOPLE, BIODIVERSITY, AND THE CLIMATE.WITH A SCIENCE-BASED, BEHAVIOR-CENTERED APPROACH PAIRED WITH PARTNERSHIPS FOR SCALE, RARE IS WORKING TO NORMALIZE CLIMATE-FRIENDLY BEHAVIORS THROUGH THE POWER OF CULTURE. WORKING WITH LEADING ENTERTAINMENT BRANDS AND NONPROFIT PARTNERS, RARE IS PRODUCING GROUNDBREAKING RESEARCH INTO THE POTENTIAL OF STORYTELLING TO SHIFT AUDIENCE PERCEPTIONS OF CLIMATE CHANGE AND SHIFT CULTURE TO MAKE SUSTAINABILITY THE NORM. 10604299 167324 BEHAVIORAL SCIENCE AND RESEARCH - COMMUNITIES AROUND THE WORLD ARE LEADING EFFORTS TO PROTECT NATURE AND STRENGTHEN RESILIENCE TO CLIMATE CHANGE. BUT LASTING CONSERVATION SOLUTIONS DEPEND ON MORE THAN SCIENCE AND POLICY - THEY DEPEND ON PEOPLE.RARE APPLIES BEHAVIORAL AND SOCIAL SCIENCE, NARRATIVE CHANGE, AND INNOVATION TO DESIGN SOLUTIONS THAT HELP COMMUNITIES PROTECT ECOSYSTEMS WHILE STRENGTHENING LIVELIHOODS, FOOD SECURITY, AND CLIMATE RESILIENCE. THROUGH RESEARCH, PRACTITIONER TOOLS, AND PARTNERSHIPS WITH GOVERNMENTS, NGOS, FUNDERS, COMMUNITIES, AND ACADEMIC INSTITUTIONS, RARE'S BEHAVIORAL SCIENCE WORK IS HELPING SHAPE CONSERVATION PRACTICE WORLDWIDE.BY UNDERSTANDING WHAT DRIVES HUMAN BEHAVIOR - AND SHIFTING THE NORMS THAT SHAPE IT - RARE HELPS CONSERVATION SOLUTIONS TAKE ROOT IN COMMUNITIES AND SPREAD. 4495690 485198 CONSERVATION FINANCE - WHERE TRADITIONAL FINANCIAL APPROACHES AND INSTRUMENTS FAIL, INNOVATIVE FINANCE BRIDGES THE GAP. RARE'S INNOVATIVE FINANCE BUILDS RESILIENCE TO BOTH FINANCIAL SHOCKS AND CLIMATE CHANGE IN UNDERSERVED, RURAL, AND REMOTE COMMUNITIES. THE PROGRAM USES A THREE-PRONGED APPROACH TO PROTECT VITAL ECOSYSTEMS AND BENEFIT LOCAL ECONOMIES, BY DE-RISKING INVESTMENTS, ADVANCING NATURE-BASED SOLUTIONS, AND BUILDING SUSTAINABLE LOCAL ECONOMIES WITH PATHWAYS TO THE FORMAL ECONOMY. 31682868 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 X 130 0 1 126 1 1 1 1 MX CH RP ID BR MZ CO GM HO 0 0 0 0 0 0 0 0 0 0 X 24 23 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 AK AL AR AZ CA CO CT DC DE FL GA HI IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN VA VT WA WI WV WY X X CATHERINE STEWART 7035225070 1310 NORTH COURTHOUSE RD 110 ARLINGTON VA 22201 BRETT JENKS CEO 40.00 X X 597110 0 124981 BRUCE BOYD CO-CHAIR 3.50 X X 0 0 0 LIZANNE GALBREATH CO-CHAIR 3.50 X X 0 0 0 DOROTHY BATTEN VICE CHAIR 3.50 X X 0 0 0 RANDY BROWN TREASURER 3.50 X X 0 0 0 SARAH STEIN GREENBERG SECRETARY 3.50 X X 0 0 0 SCOTT AMERO TRUSTEE 2.50 X 0 0 0 GUILHERME AZEVEDO TRUSTEE 2.50 X 0 0 0 AMY MARGERUM BERG TRUSTEE 2.50 X 0 0 0 LINCOLN BROWN TRUSTEE 2.50 X 0 0 0 NANCY E DEMPZE TRUSTEE 2.50 X 0 0 0 STEVE GAINES TRUSTEE 2.50 X 0 0 0 SVEN LINDBLAD TRUSTEE 2.50 X 0 0 0 JOHN MARSHALL TRUSTEE 2.50 X 0 0 0 AMAECHI NDILI TRUSTEE 2.50 X 0 0 0 CARLOS ALVARADO QUESADA TRUSTEE 2.50 X 0 0 0 KADDU KIWE SEBUNYA TRUSTEE 2.50 X 0 0 0 JAMIE STAUGLER TRUSTEE 2.50 X 0 0 0 KATHLYN TAN TRUSTEE 2.50 X 0 0 0 KAREN TOLIVER TRUSTEE 2.50 X 0 0 0 HEATHER MCTEER TONEY TRUSTEE 2.50 X 0 0 0 ELKE WEBER TRUSTEE 2.50 X 0 0 0 MAUD WELLES TRUSTEE 2.50 X 0 0 0 ED SOULE TRUSTEE 2.50 X 0 0 0 JOHN DE WET CFO (BEG 1/25) 40.00 X 0 0 0 CALEB MCCLENNEN PRESIDENT 40.00 X 412887 0 70073 NIELS CRONE COO (THRU 4/25/25) 40.00 X 347612 0 86835 ANNA T BARTLETT VICE PRESIDENT (THRU 6/30/24) 40.00 X 299205 0 37705 CARYN PERRELLI SR. VICE PRESIDENT 40.00 X 290962 0 43398 ANNE SCHOUW CHIEF DEVELOPMENT OFFICER 40.00 X 288961 0 31209 BRANDON SCHAUER SR. VICE PRESIDENT 40.00 X 282951 0 22387 KEVIN GREEN SR. VICE PRESIDENT 40.00 X 207971 0 49202 ANTHONY CHATWIN VICE PRESIDENT 40.00 X 220391 0 14938 KATHERINE SCHWEIGART SR. VICE PRESIDENT 40.00 X 214261 0 14829 RAQUEL TIRONA MANAGING DIRECTOR 40.00 X 189792 0 45879 ESTEBAN CHAVARRIA VICE PRESIDENT 40.00 X 219906 0 49900 RENEE CARSTENSEN SR. VICE PRESIDENT 40.00 X 256936 0 38962 ANDREW SIMPSON VICE PRESIDENT 40.00 X 240807 0 46731 TRACY PATIL VICE PRESIDENT 40.00 X 228222 0 38756 BARBARA BETTS VICE PRESIDENT (THRU 2/21/25) 40.00 X 221222 0 28912 4519196 0 744697 73 0 1 0 DELIBERATE CAPITAL 819 QUINCY ST ARLINGTON VA 22204 MGMT SVCS FOR MELOY FUND LP 705037 ELEVATE COMMUNICATIONS 137 NEWBURY STREET BOSTON MA 02116 PR, MARKETING & COMMUNICATIONS 239530 RESONANT ENERGY LLC 109 KINGSTON STREET BOSTON MA 02111 SOLAR SITE FOR TECHNICAL TRAINING 176800 KITO GLOBAL 32 MADISON STREET NEWBURYPORT MA 01950 CARBON OFFSET PROGRAM 166986 RDW CONSULTING 6606 PARK HEIGHTS AVE 21215 UNIT 7 BALTIMORE MD 21215 SOLAR CURRICULUM DEVELOPMENT 164290 14 889284 40737629 161152 41626913 PROGRAM SERVICES 900099 485198 485198 485198 520885 520885 255288 645857 -390569 -390569 -390569 1826689 1594186 232503 232503 232503 MANAGEMENT FEE REVENUE 541610 419900 419900 419900 42894830 485198 419900 362819 X 279271 279271 1663491 1663491 3811779 2691776 549248 570755 14445785 11305547 1556607 1583631 823787 661241 83071 79475 3877499 3158007 351821 367671 1500049 1217088 130107 152854 786025 786025 690501 690501 334454 104546 229908 10878 10878 5061319 4816102 174584 70633 191508 191508 369374 274036 69319 26019 1101954 860950 118202 122802 307537 50125 133819 123593 1660361 1430531 163714 66116 1349017 1349017 2044 2044 122144 96833 20838 4473 BANK FEES 75492 33468 42024 PROFESSIONAL DEVELOP. 43759 22805 20410 544 EXCHANGE RATE LOSSES 38011 38011 38546039 31682868 3694605 3168566 2610937 4606013 4630934 3904392 13808483 15163542 591839 923939 1117828 1117828 2044 0 10278564 10506609 3166325 5088847 35089126 40193342 3825354 4227075 3818759 3243273 3415039 5129537 11059152 12599885 X 11004268 14232657 13025706 13360800 24029974 27593457 35089126 40193342 X 4348791 -692233 -93075 X 0 1 X 1 0 X 36301044 23935744 28724191 33165158 41626913 163753050 36301044 23935744 28724191 33165158 41626913 163753050 44707384 119045666 309921 404457 556136 773702 776173 2820389 79698 7303 1021204 1108205 167681644 2788367 0.71000 0.64960 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2020 AMOUNT: $ 79,698. 2021 AMOUNT: $ 7,303. 2022 AMOUNT: $ 1,021,204. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 38546039 38546039 1000000 250000 0 0 1000000 1000000 2000000 3000000 250000 250000 500000 750000 258515 258515 0 445973 445973 0 413340 413340 0 0 DEFERRED COMPENSATION ASSET 1968300 ACCRUED INTEREST RECEIVABLE 27410 RIGHT OF USE ASSET 3090501 RELATED PARTY RECEIVABLE 2636 5088847 DEFERRED COMPENSATION LIABILITY 1968300 LEASE LIABILITIES 3161237 5129537 X 48635801 -692233 259264 5538961 5105992 43529809 10878 -645857 -634979 42894830 39733067 259264 1031717 1290981 38442086 10878 93075 103953 38546039 PART X, LINE 2: RARE IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). RARE IS SUBJECT TO UNRELATED BUSINESS INCOME TAXES UNDER SECTION 511 OF THE IRC; HOWEVER, IN THE OPINION OF MANAGEMENT, A PROVISION FOR INCOME TAXES IS NOT REQUIRED. RARE FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, RARE MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES AND ACCOUNTING IN INTERIM PERIODS. AS OF SEPTEMBER 30, 2025, RARE HAD NO CUMULATIVE UNRELATED BUSINESS TAXABLE LOSS. MANAGEMENT EVALUATED RARE'S TAX POSITIONS AND CONCLUDED THAT RARE HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, RARE IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: PORTFOLIO INTEREST MELOY FUND I LP INCLUDED IN CONSOL. FINANCIAL STATEMENT 100,624. CHANGE IN UNREALIZED LOSS ON PRIVATELY HELD SECURITIES 5,359,137. CONTRIBUTIONS BY LIMITED PARTNERS 499,100. ELIMINATION ENTRY INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS -419,900. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES INCLUDED IN PART VIII -645,857. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF MELOY FUND I LP INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 805,760. ELIMINATION ENTRY INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS -419,900. RENTAL EXPENSES INCLUDED IN PART VIII 645,857. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS FROM LEASE MODIFICATION 93,075. 1 NORTH AMERICA 0 0 FUNDRAISING 171373 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 FUNDRAISING 1169865 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 8032 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 267865 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 139479 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 921092 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 327023 EAST ASIA AND THE PACIFIC 6 89 PROGRAM SERVICES TARGETING MULTIPLE BEHAVIORS AND PRACTICES TO IMPROVE SOIL HEALTH AND WATER QUALITY. EMPOWERING MARGINALIZED, FISHERIES-DEPENDENT COMMUNITIES IN THE ASIA PACIFIC REGION TO ADAPT TO CLIMATE CHANGE. 9120608 SUB-SAHARAN AFRICA 1 18 PROGRAM SERVICES BUILD AND STRENGTHEN COMMUNITY BASED FISHERIES MANAGEMENT IN COASTAL WATERS TO IMPROVE THE HEALTH OF THE OCEAN ECOSYSTEM. 1608422 SOUTH AMERICA 2 48 PROGRAM SERVICES TARGETING MULTIPLE BEHAVIORS AND PRACTICES TO IMPROVE SOIL HEALTH AND WATER QUALITY. FISHFOREVER COASTAL FISHERIES MARINE RESERVE PROGRAM DESIGN AND INDIVIDUAL BEHAVIORS PEOPLE CAN ADOPT WITH THE GREATEST POTENTIAL FOR CLIMATE IMPACT. 2849885 EUROPE (INCLUDING ICELAND & GREENLAND) 1 9 PROGRAM SERVICES IDENTIFYING AND PROMOTING INDIVIDUAL BEHAVIORS PEOPLE CAN ADOPT WITH THE GREATEST POTENTIAL FOR CLIMATE IMPACT. 535450 CENTRAL AMERICA AND THE CARIBBEAN 2 22 PROGRAM SERVICES EMPOWERING MARGINALIZED, FISHERIES-DEPENDENT COMMUNITIES IN THE REGION TO ADAPT TO CLIMATE CHANGE. 1091829 6 89 6 97 12 186 12125337 6085586 18210923 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11227 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11227 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11227 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11522 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11227 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11521 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11631 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11813 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11300 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11619 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11300 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11619 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11924 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11924 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11619 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11943 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11619 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11300 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11370 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11619 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11924 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11300 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11300 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11924 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11943 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11300 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11924 WIRE TRANSFER 0 SUB-SAHARAN AFRICA SEED FUNDING FOR MICROENTERPISES. 11619 WIRE TRANSFER 0 SUB-SAHARAN AFRICA EMPOWERMENT OF FISHER-FARMER COMMUNITIES TO ADOPT NATURE-BASED CONSERVATION SOLUTIONS. 597305 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) RESEARCH ON CONSERVATION AND BEHAVIOR CHANGE. 8032 WIRE TRANSFER 0 SOUTH AMERICA CREATION AND STRUCTURE OF MARINE RESERVES, SUPPORT FOR THE FORMATION OF MANAGEMENT COUNCILS AND THE DEVELOPMENT OF MANAGEMENT PLANS TO IMPLEMENT PUBLIC POLICY. 19020 WIRE TRANSFER 0 SOUTH AMERICA CONSERVATION AND SUSTAINABLE DEVELOPMENT IN PROTECTED COASTAL AND MARINE AREAS, WITH SPECIAL EMPHASIS ON INDIGENOUS COMMUNITIES AND TRADITIONAL POPULATIONS. 94115 WIRE TRANSFER 0 SOUTH AMERICA IMPLEMENTING METHODS FOR SUSTAINABLE TRADE. 10000 WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN EMPOWERING COASTAL FISHER FARMING COMMUNITIES TO PROTECT BIODIVERSITY AND BUILD PROSPERITY; SCALING OF COMMUNITY-BASED FISHERIES MANAGEMENT. 66375 WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN EMPOWERING COASTAL FISHER FARMING COMMUNITIES TO PROTECT BIODIVERSITY AND BUILD PROSPERITY; SCALING OF COMMUNITY-BASED FISHERIES MANAGEMENT. 190892 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC EMPOWERING COASTAL FISHER FARMING COMMUNITIES TO PROTECT BIODIVERSITY AND BUILD PROSPERITY; SCALING OF COMMUNITY-BASED FISHERIES MANAGEMENT. 16786 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC CLIMATE REEF PROTECTION. 141349 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC BUILDING FINANCIAL RESILIENCY FOR COASTAL FISHERS. 0 5257 PRINTED PASSBOOKS FMV 33 5 0 0 0 0 0 0 PART I, LINE 2: THE PROCESS FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE OF THE UNITED STATES INVOLVES SITE VISITS, FREQUENT CORRESPONDENCE WITH GRANTEE, MONTHLY FINANCIAL AND NARRATIVE PROGRESS REPORTS THAT SUPPORTS THE CONTRACT AGREEMENT, AND EXAMINATION OF INVOICES AND EXPENSE RECEIPTS. 1 ACTION FOR BOSTON COMMUNITY DEVELOPMENT INC 178 TREMONT STREET BOSTON MA 02111 042304133 501(C)(3) 112657 0 GRANT TO TRAIN SOLAR TECHNICIANS IN THE USA NORTHEASTERN UNIVERSITY RESEARCH 177 HUNTINGTOM AVE BOSTON MA 02115 041679980 501(C)(3) 7155 0 GRANT TO SUPPORT PRIMARY RESEARCH PROJECTS THAT PROVIDE NOVEL INSIGHT INTO HOW BEHAVIORAL INSIGHTS MAY BE APPLIED IN DRIVING ENVIRONMENTAL IMPACTS ONE EARTH CONSERVATION 8252 211 STREET QUEENSVILLAGE NY 11427 812059074 501(C)(3) 10000 0 GRANT TO TEST ONLINE PARROT CONSERVATION CORPS TRAINING TO TEACH PEOPLE ABOUT CONSERVATION METHODS IN RESPONSE TO DECLINING WILD PARROT POPULATIONS THROUGH CHANGING ATTITUDES. STANFORD UNIVERSITY 485 BROADWAY UNIVERSITY HALL 3RD FL REDWOOD CITY CA 94063 941156365 501(C)(3) 15570 0 GRANT TO SUPPORT PRIMARY RESEARCH PROJECTS THAT PROVIDE NOVEL INSIGHT INTO HOW BEHAVIORAL INSIGHTS MAY BE APPLIED IN DRIVING ENVIRONMENTAL IMPACTS WILDAID INC 33 PINE STREET SAN FRANCISCO CA 94104 203644441 501(C)(3) 130000 0 COMPREHENSIVE ASSESSMENT AND DEVELOPMENT OF A MARINE PROTECTION SYSTEM PLAN TO STRENGTHEN MCS OF FISHERIES AND MARINE CONSERVATION, INCLUDING STAKEHOLDER MEETINGS FOR CREATION OF ANNUAL PROJECT PLANS TO PRIORITIZE RECOMMENDED ACTIONS. 5 0 PART I, LINE 2: THE PROCESS FOR MONITORING THE USE OF GRANT FUNDS INSIDE OF THE UNITED STATES INCLUDES SITE VISITS, FREQUENT CORRESPONDENCE WITH GRANTEES, EXAMINATION OF EXPENDITURES, PERIODIC FINANCIAL AND NARRATIVE PROGRESS REPORTS THAT SUPPORTS THE CONTRACT AGREEMENT. X X X 1 1 0 0 0 0 0 0 0 BRETT JENKS CEO 454499 0 53476 0 89135 0 89139 0 35842 0 722091 0 0 0 CALEB MCCLENNEN PRESIDENT 368828 0 43249 0 810 0 66986 0 3087 0 482960 0 0 0 NIELS CRONE COO (THRU 4/25/25) 298700 0 37788 0 11124 0 55346 0 31489 0 434447 0 0 0 ANNA T BARTLETT VICE PRESIDENT (THRU 6/30/24) 182869 0 0 0 116336 0 11494 0 26211 0 336910 0 0 0 CARYN PERRELLI SR. VICE PRESIDENT 257567 0 29831 0 3564 0 17952 0 25446 0 334360 0 0 0 ANNE SCHOUW CHIEF DEVELOPMENT OFFICER 269960 0 18326 0 675 0 19007 0 12202 0 320170 0 0 0 BRANDON SCHAUER SR. VICE PRESIDENT 257860 0 23849 0 1242 0 18238 0 4149 0 305338 0 0 0 RENEE CARSTENSEN SR. VICE PRESIDENT 230061 0 26141 0 734 0 14181 0 24781 0 295898 0 0 0 ANDREW SIMPSON VICE PRESIDENT 213620 0 26107 0 1080 0 15522 0 31209 0 287538 0 0 0 ESTEBAN CHAVARRIA VICE PRESIDENT 196385 0 22872 0 649 0 14475 0 35425 0 269806 0 0 0 TRACY PATIL VICE PRESIDENT 201674 0 25542 0 1006 0 14597 0 24159 0 266978 0 0 0 KEVIN GREEN SR. VICE PRESIDENT 187123 0 20437 0 411 0 13827 0 35375 0 257173 0 0 0 BARBARA BETTS VICE PRESIDENT (THRU 2/21/25) 194626 0 24520 0 2076 0 13961 0 14951 0 250134 0 0 0 RAQUEL TIRONA MANAGING DIRECTOR 189792 0 0 0 0 0 19835 0 26044 0 235671 0 0 0 ANTHONY CHATWIN VICE PRESIDENT 199946 0 18630 0 1815 0 14124 0 814 0 235329 0 0 0 KATHERINE SCHWEIGART SR. VICE PRESIDENT 191323 0 22350 0 588 0 13288 0 1541 0 229090 0 0 0 PART I, LINES 4A-B LINE 4A A VICE PRESIDENT RECEIVED A SEVERANCE PAYMENT DURING THE CALENDAR YEAR IN THE AMOUNT OF $116,116. THE PAYMENT IS INCLUDED IN PART VII, COLUMN D AND SCHEDULE J, PART II, COLUMN BIII. THE TERMS AND CONDITIONS OF THE CONFIDENTIAL SEVERANCE AGREEMENT ARE AVAILABLE TO THE INTERNAL REVENUE SERVICE UPON REQUEST. LINE 4B IN 2011, UPON BOARD APPROVAL, RARE ESTABLISHED A NON-QUALIFIED DEFERRED COMPENSATION PLAN, A 457(F) PLAN FOR CERTAIN KEY EMPLOYEES. FOR THE YEAR ENDING DECEMBER 31, 2024, THE PLAN MADE CONTRIBUTIONS AS FOLLOWS: BRETT JENKS - $57,658 CALEB MCCLENNEN - $41,273 NIELS CRONE - $34,080 THIS AMOUNT HAS BEEN INCLUDED IN SCHEDULE J, PART II, COLUMN (C), RETIREMENT AND OTHER DEFERRED COMPENSATION AMOUNTS. X 3324 161152 FMV ON DATE OF SALE 0 0 1 0 PART I, COLUMN (B): REPORTING THE NUMBER OF CONTRIBUTORS. FORM 990, PART I, LINE 1 RARE IS A GLOBAL LEADER IN COMMUNITY-LED SOLUTIONS TO PROTECT NATURE, FIGHT CLIMATE CHANGE, AND BUILD RESILIENT COMMUNITIES. WE PARTNER WITH PEOPLE AROUND THE WORLD TO ADOPT SUSTAINABLE PRACTICES, RESTORE ECOSYSTEMS ON LAND AND AT SEA, AND STRENGTHEN THEIR LIVELIHOODS. GROUNDED IN LOCAL LEADERSHIP AND BEHAVIORAL SCIENCE, OUR WORK HELPS COMMUNITIES DRIVE LASTING CHANGE - ENSURING PEOPLE AND NATURE THRIVE TOGETHER. RARE IS DEDICATED TO ENSURING THE WELL-BEING AND PROSPERITY OF ALL LIFE ON EARTH. WE FOCUS ON ADDRESSING CLIMATE CHANGE, PROTECTING BIODIVERSITY, SECURING FOOD SYSTEMS, PROMOTING EQUITY IN CONSERVATION, AND DIRECTING PUBLIC AND PRIVATE CAPITAL TOWARD SUSTAINABLE, COMMUNITY-BASED, AND PEOPLE-CENTERED ENVIRONMENTAL SOLUTIONS, AMONG OTHER PRIORITIES. FORM 990, PART I, LINE 5: PART I, LINE 5 ONLY REFLECTS THE NUMBER OF EMPLOYEES RECEIVING FORM W-2 126. THE TOTAL NUMBER OF WORLDWIDE EMPLOYEES IS 285. FORM 990, PART III, LINE 1: RARE IS A GLOBAL LEADER IN DRIVING SOCIAL CHANGE TO PROTECT THE ENVIRONMENT. WE HAVE HELPED THOUSANDS OF PEOPLE ACROSS HUNDREDS OF COMMUNITIES IN OVER 60 COUNTRIES SHIFT THEIR BEHAVIORS AND PRACTICES TO PROTECT THE NATURE THAT SUSTAINS THEIR LIVES, LIVELIHOODS AND PLATFORMS WITH THE SOCIAL FOLLOWING TO SHIFT NORMS EFFECTIVELY. RARE IS THE LEADING BEHAVIOR CHANGE ORGANIZATION IN CONSERVATION AND SUSTAINABLE DEVELOPMENT. IN OUR MORE THAN FOUR DECADES OF WORK, RARE HAS LAUNCHED OVER 450 BEHAVIOR CHANGE CAMPAIGNS (KNOWN AS "PRIDE") IN MORE THAN 60 COUNTRIES, INSPIRING LOCAL COMMUNITIES TO ADOPT MORE SUSTAINABLE FISHING HABITS, END DEFORESTATION, PRESERVE HABITAT, AND SAVE SPECIES. PRIDE INCREASES AND ACCELERATES THE ADOPTION OF CONSERVATION SOLUTIONS - AND THE CHANGE LASTS. RARE'S PEOPLE-CENTERED, PARTICIPATORY APPROACH TO CONSERVATION EMPOWERS LOCAL LEADERS AND ELEVATES THE ROLE OF FISHERS, FARMERS, AND OTHER PEOPLE WHO DEPEND ON NATURE IN LOCAL DECISION-MAKING AND GOVERNANCE. THIS COMMUNITY-LED APPROACH IS BUOYED BY PARTNERSHIPS WITH OFFICIALS AT ALL LEVELS OF GOVERNMENT FROM MAYORS TO MINISTERS AND WITH PUBLIC AND PRIVATE INSTITUTIONS, UNIVERSITIES AND OTHER ORGANIZATIONS CAPABLE OF REMOVING BARRIERS AND PAVING THE WAY FOR ENDURING SOLUTIONS. RARE INSPIRES CHANGE SO PEOPLE AND NATURE THRIVE. USING INSIGHTS FROM BEHAVIORAL AND SOCIAL SCIENCE AND DESIGN THINKING, WE EMPOWER SHIFTS IN INDIVIDUAL AND COMMUNITY BEHAVIOR THAT BENEFIT PEOPLE AND NATURE AND ENSURE THAT CHANGE LASTS. AND WE TRAIN LOCAL LEADERS TO LEAD CHANGE, LEAVING A LEGACY OF INCREASED CAPACITY AND A SENSE OF OWNERSHIP, RESPONSIBILITY, AND PRIDE IN THE PROTECTION OF OUR SHARED ENVIRONMENT. TODAY, WE ARE MERGING DECADES OF EXPERIENCE FROM THE FRONTLINES OF CONSERVATION, STRONG GLOBAL PARTNERSHIPS, AND OUR EXPERTISE IN TRANSLATING BEHAVIORAL RESEARCH INTO ACTION TO BUILD THE SOCIAL, ECOLOGICAL AND POLITICAL NETWORKS TO SCALE OUR IMPACT ACROSS REGIONS, NATIONS, AND THE WORLD. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS THE FORM 990. ALL BOARD MEMBERS ARE GIVEN A COPY OF THE FORM 990 BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C UPON JOINING, STAFF AND BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT INDICATING THE CAPACITY IN WHICH YOU ARE SERVING THE ORGANIZATION, ANY AFFILIATIONS WITH RARE'S BUSINESS PARTNERS, OR ANY BENEFIT GAINED THROUGH A RARE BUSINESS TRANSACTION. DETAILED INFORMATION ON ANY SUCH POTENTIAL CONFLICT MUST BE FULLY DISCLOSED ON THE FORM. ANNUALLY, STAFF AND BOARD MEMBERS ARE REQUIRED TO PROVIDE ANY UPDATES. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, RARE STAFF COMPILES MARKET COMPENSATION DATA FROM COMPENSATION SURVEYS. RARE HIRES AN EXTERNAL COMPENSATION FIRM TO REVIEW THE COMPENSATION OF THOSE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE WITH RESPECT TO RARE'S BUSINESS AFFAIRS. THE EXTERNAL COMPENSATION FIRM PROVIDES THE CEO, THE CHAIRPERSON OF THE BOARD AND THE FINANCE AND HR BOARD COMMITTEE WITH A REPORT THAT PROVIDES MARKET INFORMATION FOR EACH ROLE. THE FIRM ALSO PROVIDES AN OPINION ON THE REASONABLENESS OF THE CEO'S COMPENSATION. THE BOARD CHAIRPERSON AND THE FINANCE AND HR BOARD COMMITTEE MEETS WITH THE EXTERNAL COMPENSATION FIRM AND REVIEWS THE REPORT, INFORMATION, AND ANALYSIS. THE CEO REVIEWS THE COMPENSATION ADJUSTMENTS RECOMMENDED WITH THE FINANCE AND HR COMMITTEE. THE BOARD CHAIRPERSON AND THE FINANCE AND HR COMMITTEE DETERMINES A COMPENSATION ADJUSTMENT FOR THE CEO, BASED ON THE INFORMATION PROVIDED BY THE OUTSIDE FIRM, AS WELL AS THE CEO AND RARE'S BUSINESS PERFORMANCE FOR THE YEAR. FORM 990, PART VI, SECTION C, LINE 19 RARE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 4,816,102. MANAGEMENT AND GENERAL EXPENSES 174,584. FUNDRAISING EXPENSES 70,633. TOTAL EXPENSES 5,061,319. FORM 990, PART XI, LINE 9: LOSS FROM LEASE MODIFICATION -93,075. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. 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