Sojourner Trust: Nonprofit Profile, Financials & Form 990 (EIN 88-6580636)

Revenue by fiscal year
FY2022	$117.4M
FY2023	$3.2M
FY2024	$5.3M

Expenses by fiscal year
FY2022	$209K
FY2023	$4.5M
FY2024	$622K

Net assets by fiscal year
FY2022	$117.2M
FY2023	$116.0M
FY2024	$120.7M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 2023.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

96 cents of each dollar spent went to programs.

96%

Program services 96% · $595K Management & general 4% · $26K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990; $102K paid to officers and key staff.

Part VII, Section A · reportable compensation

Four Seas LLC DBA Holdfast Collective

Institutional Trustee

$101,852Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

Name	FY2024	FY2023	FY2022
Four Seas LLC DBA Holdfast Collective	$101,852	$96,406	$96,402

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds environmental protection groups and buys land for conservation.

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Provided by the organization

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1 program · $595K · in their own filed words · FY2024

01

Advocacy, education, and philanthropy relating to the root causes of climate change, extractive capitalism, structural inequities, and disinformation; protection of biodiversity through ecosystem restoration; land preservation; nature-based climate and environmental solutions; advocacy and support of indigenous americans, people of…

$595Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking

Grants paid · 18 grants · $5.0M · 2022–2024

Save Our Home Planet Action INCCA · FY2024$300,000

Marin Community FoundationCA · FY2024$100,000

League of Conservation Voters INCDC · FY2024$25,000

Ventura Citzens for Hillside Preservation INCCA · FY2024$20,000

Soar INCCA · FY2024$20,000

Santa Barbara Democratic Womens ClubFY2024$12,000

Santa Barbara Channelkeeper INCCA · FY2024$7,705

People for the American WayDC · FY2024$6,000

Stephen Bennett for Assembly 2024FY2024$5,500

Hartmann for Supervisor 2024FY2024$5,500

Marin Community FoundationCA · FY2023$2,806,384

Holdfast TrWY · FY2023$1,500,000

The Nature ConservancyVA · FY2023$25,000

Santa Barbara International Film Festival INCCA · FY2023$10,000

Community Foundation of Jackson HoleWY · FY2022$67,000

The Nature ConservancyVA · FY2022$25,000

Georgetown Trust for Conservation and Preservation INCCO · FY2022$10,000

Southern Environmental Law CenterVA · FY2022$10,000

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$5.3M

Ln 12

Investment incomeLn 3$5.3M

Money outPt IX

$622K

Ln 25

Programscol B$595K

Managementcol C$26K

Owns and owesPt X

$120.7M

net assets · Ln 32

Cash and savingsLn 1–2$4.6M

Total assetsLn 16$120.7M

LiabilitiesLn 26$11K

PeoplePt VI, VII

1

listed · VII A

PaidVII A1

Voting boardVI 1a1

IndependentVI 1b0

2In more detail

Revenue in detailPt VIII

Investment incomeLn 3$5.3M

Total revenueLn 12$5.3M

Assets in detailPt X, end of year

CashLn 1$56K

SavingsLn 2$4.5M

Cash and savings togetherLn 1–2$4.6M

InvestmentsLn 11–13$114.2M

Total assetsLn 16$120.7M

LiabilitiesLn 26$11K

Net assetsLn 32$120.7M

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$1.8M	$4.6M
InvestmentsLn 11–13	$114.2M	$114.2M
Total assetsLn 16	$116.0M	$120.7M
LiabilitiesLn 26	$0	$11K
Net assetsLn 32	$116.0M	$120.7M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$505K	$505K
Pay of current officers, directors and key staffLn 5	$102K	$91K	$11K
Legal feesLn 11b	$666		$666
Accounting feesLn 11c	$9K		$9K
Other expenses (24a–d)Ln 24	$5K		$5K
Total functional expensesLn 25	$622K	$595K	$26K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest Viewing	$5.3M	$622K	$4.7M	$120.7M	990 PDF
FY2023	$3.2M	$4.5M	−$1.2M	$116.0M	990 PDF
FY2022	$117.4M	$209K	$117.2M	$117.2M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2024 990 (6 parts)

Part I · Summary $5,323,192 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $0$0

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $3,236,974$5,323,192

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $3,236,974$5,323,192

I-13 Grants and similar amounts paidPrior year $4,341,384$504,663

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $96,406$101,852

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $12,643$15,386

I-18 Total expensesPrior year $4,450,433$621,901

I-19 Revenue less expensesPrior year −$1,213,459$4,701,291

Part VI · Governance 0 of 1 board members independent, 4 to look at

VI-1a Voting members of the governing body1

VI-1b Independent voting members0

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $5,323,192 across 2 lines filed

VIII-3 Investment incomeExcluded from tax $5,323,192$5,323,192

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $5,323,192$5,323,192

Part IX · Statement of functional expenses $621,901 across 5 lines filed

IX-1 Grants to domestic organizationsPrograms $504,663$504,663

IX-5 Pay of current officers, directors and key staffPrograms $90,761 · Management $11,091$101,852

IX-11b Legal feesManagement $666$666

IX-11c Accounting feesManagement $9,450$9,450

IX-24 Other expenses (24a–d)Management $5,270$5,270

IX-25 Total functional expensesPrograms $595,424 · Management $26,477 · Fundraising $0$621,901

Part X · Balance sheet $120,712,019 assets, 9 lines filed

X-1 Cash, non-interest-bearingStart of year $203,354$55,682

X-2 Savings and temporary cash investmentsStart of year $1,600,000$4,520,997

X-4 Accounts receivableStart of year $6,180$1,944,842

X-12 Other securitiesStart of year $114,190,498$114,190,498

X-16 Total assetsStart of year $116,000,032$120,712,019

X-17 Accounts payable and accrued expensesStart of year $0$10,696

X-26 Total liabilitiesStart of year $0$10,696

X-32 Total net assets or fund balancesStart of year $116,000,032$120,701,323

X-33 Total liabilities and net assetsStart of year $116,000,032$120,712,019

Part XI · Reconciliation of net assets $120,701,323 net assets at year end

XI-1 Total revenue$5,323,192

XI-2 Total expenses$621,901

XI-3 Revenue less expenses$4,701,291

XI-4 Net assets at start of year$116,000,032

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$120,701,323

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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