JEREMY AND HANNELORE GRANTHAM ENVIRONMENTAL TRUST: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JEREMY AND HANNELORE GRANTHAM ENVIRONMENTAL TRUST (EIN 20-3959397)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-03-04
- IRS object ID
- 202540639349300709
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-04T08:29:25-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042206126 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAPHAEL AND RAPHAEL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 STUART STREET 3RD FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203959397 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEREMY AND HANNELORE GRANTHAM | BusinessNameLine1Txt |
| Business Name Line2 | ENVIRONMENTAL TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JERE | BusinessNameControlTxt |
| Phone | 6173307500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET SUITE 3300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAMSAY RAVENEL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6173307500 | PhoneNum |
| Signature | 2025-02-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN LYDON | PreparerPersonNm |
| PTIN | P00255755 | PTIN |
| Phone | 6173570100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | RAMSAY RAVENEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET SUITE 3300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $61,129,101 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDES GRANTS TO AND MAKES PROGRAM-RELATED INVESTMENTS FOR THE BENEFIT OF THE TRUST'S SUPPORTED ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | -$2,110,809 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $27,455,883 | PYContributionsGrantsAmt |
| CY Contributions Grants | $49,351,180 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $38,425,766 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,542,371 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $65,881,649 | PYTotalRevenueAmt |
| CY Total Revenue | $58,893,551 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $29,896,964 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $60,012,706 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,277,095 | PYOtherExpensesAmt |
| CY Other Expenses | $8,111,343 | CYOtherExpensesAmt |
| PY Total Expenses | $35,174,059 | PYTotalExpensesAmt |
| CY Total Expenses | $68,124,049 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $30,707,590 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$9,230,498 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $445,829,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $459,763,880 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $31,231,510 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $79,276,641 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $414,597,723 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $380,487,239 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVIDES GRANTS TO AND MAKES PROGRAM-RELATED INVESTMENTS FOR THE BENEFIT OF ITS SUPPORTED ORGANIZATIONS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $60,012,706 | ExpenseAmt |
| Grant | $60,012,706 | GrantAmt |
| Desc | THE TRUSTEES PROVIDE GRANTS FOR THE BENEFIT OF THE TRUST'S SUPPORTED ORGANIZATIONS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE TRUSTEES MAKE PROGRAM-RELATED INVESTMENTS TO FURTHER THE TRUST'S MISSIONS OF COMBATTING ENVIRONMENTAL DEGRADATION AND PRESERVING AND PROTECTING THE NATURAL ENVIRONMENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,589,319 | ExpenseAmt |
| Desc | PROGRAMMATIC INVESTMENT EXPENSES INCLUDE LEGAL FEES AND PAYMENTS TO CONSULTANTS DIRECTLY RELATED TO PROGRAMMATIC INVESTMENTS. I | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,589,319 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $61,602,025 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (1) | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEREMY GRANTHAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6173307500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET SUITE 3300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| JEREMY GRANTHAM | |||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 |
| HANNELORE GRANTHAM | |||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 |
| CARTER ROBERTS | |||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 |
| BRETT JENKS | |||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 |
| JENNIFER MORRIS | |||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 |
| JULES KORTENHORST | |||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 |
| RAMSAY RAVENEL | |||||
| TRUSTEE | 20.00 | Yes (X) | $0 | $0 | $0 |
| JON CREYTS | |||||
| TRUSTEE | 0.25 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| DEEP SCIENCE VENTURES | ||||||||||
| 46-54 HIGH STREET | INGATESTONE | ESSEX | UK | CM4 9DW | INVESTMENT CONSULTING | $1,408,847 | ||||
| CAMBRIDGE ASSOCIATES | ||||||||||
| INVESTMENT CONSULTING | $355,145 | 125 HIGH STREET | BOSTON | MA | 02110 | |||||
| RAPHAEL & RAPHAEL LLP | ||||||||||
| ACCOUNTING SERVICES | $156,000 | 312 STUART STREET | BOSTON | MA | 02116 | |||||
| FOLEY HOAG | ||||||||||
| LEGAL SERVICES | $112,601 | 155 SEAPORT BOULEVARD | BOSTON | MA | 02210 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $49,351,180 | AllOtherContributionsAmt |
| Total Contributions | $49,351,180 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,201,303 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$2,110,244 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,311,547 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,262,891 | SecuritiesAmt |
| Other | $9,313,727 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $2,235,550 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,262,891 | SecuritiesAmt |
| Other | $7,078,177 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,341,068 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$565 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,341,633 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,893,551 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$2,110,809 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,653,180 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,012,706 | TotalAmt |
| Program Services | $60,012,706 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,968 | TotalAmt |
| Program Services | $29,367 | ProgramServicesAmt |
| Management And General | $112,601 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,000 | TotalAmt |
| Program Services | $25,000 | ProgramServicesAmt |
| Management And General | $131,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,145 | TotalAmt |
| Management And General | $355,145 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,510,350 | TotalAmt |
| Program Services | $1,509,327 | ProgramServicesAmt |
| Management And General | $1,023 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,210 | TotalAmt |
| Management And General | $42,210 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DEDUCTIONS FOR PORTFOLI | $4,225,440 | $24,325 | $4,201,115 |
| INVESTMENT INTEREST EXP | $1,530,261 | $1,530,261 | |
| TAXES | $107,538 | $107,538 | |
| FOREIGN TAXES | $41,131 | $41,131 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,300 | TotalAmt |
| Program Services | $1,300 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,124,049 | TotalAmt |
| Program Services | $61,602,025 | ProgramServicesAmt |
| Management And General | $6,522,024 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,851,781 | BOYAmt |
| EOY | $74,553,430 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,656 | BOYAmt |
| EOY | $14,909,748 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,342,130 | BOYAmt |
| EOY | $13,242,130 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,515,341 | BOYAmt |
| EOY | $5,732,201 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,867,189 | BOYAmt |
| EOY | $173,199,224 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,098,136 | BOYAmt |
| EOY | $178,127,147 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $445,829,233 | BOYAmt |
| EOY | $459,763,880 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,732 | BOYAmt |
| EOY | $2,442,551 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,950,778 | BOYAmt |
| EOY | $35,284,090 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,000,000 | BOYAmt |
| EOY | $41,550,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,231,510 | BOYAmt |
| EOY | $79,276,641 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $404,335,534 | BOYAmt |
| EOY | $374,938,927 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,262,189 | BOYAmt |
| EOY | $5,548,312 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,597,723 | BOYAmt |
| EOY | $380,487,239 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $445,829,233 | BOYAmt |
| EOY | $459,763,880 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$9,230,498 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$30,695,631 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$1,894,580 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $7,710,225 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 22 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (22 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| ALASKA COMMUNITY ACTION ON TOXICS | ||||
| 920177082 | 7 | 0 | $300,000 | $0 |
| ALTASEADS CONSERVANCY | ||||
| 882044353 | 7 | 0 | $600,000 | $0 |
| CENTER FOR ENVIRONMENTAL HEALTH | ||||
| 943251981 | 7 | 0 | $800,000 | $0 |
| CLIENT EARTH USA | ||||
| 810722756 | 7 | 0 | $5,000,000 | $0 |
| CONSERVATION LAW FOUNDATION | ||||
| 046149986 | 7 | 0 | $3,507,139 | $0 |
| CTREES | ||||
| 880538773 | 7 | 0 | $4,000,000 | $0 |
| DEFEND OUR HEALTH | ||||
| 383791803 | 7 | 0 | $800,000 | $0 |
| EARTHJUSTICE | ||||
| 941730465 | 7 | 0 | $1,600,000 | $0 |
| ECDYSIS | ||||
| 474936169 | 7 | 0 | $250,000 | $0 |
| ENVIRONMENTAL HEALTH SCIENCE | ||||
| 880663738 | 7 | 0 | $924,000 | $0 |
| ENVIRONMENTAL WORKING GROUP | ||||
| 522148600 | 7 | 0 | $300,000 | $0 |
| GLOBAL WITNESS | ||||
| 980493088 | 7 | 0 | $6,850,000 | $0 |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | ||||
| 521379661 | 7 | 0 | $2,500,000 | $0 |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||
| 132654926 | 7 | 0 | $1,600,000 | $0 |
| OCEAN VISIONS | ||||
| 842130219 | 7 | 0 | $11,201 | $0 |
| ONE ACRE FUND | ||||
| 203668110 | 7 | 0 | $300,000 | $0 |
| RAINFOREST ACTION NETWORK | ||||
| 943045180 | 7 | 0 | $1,165,872 | $0 |
| RARE | ||||
| 237380563 | 7 | 0 | $9,549,079 | $0 |
| SAVANNA INSTITUTE | ||||
| 463004682 | 7 | 0 | $12,000,000 | $0 |
| SPARK CLIMATE SOLUTIONS | ||||
| 874299990 | 7 | 0 | $6,000,000 | $0 |
| SUSTAINABLE MARKETS FOUNDATION | ||||
| 134188834 | 7 | 0 | $1,400,000 | $0 |
| THE NATURE CONSERVANCY | ||||
| 530242652 | 7 | 0 | $551,684 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 22 | SupportedOrganizationsTotalCnt |
| Support Sum | $60,008,975 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | Yes (1) | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION A, LINE 1 | THE TRUST SUPPORTS A CLASS OF SUPPORTED ORGANIZATIONS AND THE CLASS IS REPRESENTED BY DESIGNATED REPRESENTATIVES |
| PART IV SECTION A, LINE 12G | IN ADDITION TO GRANTS NOTED ON SCHEDULE A, LINE 12G, GRANTS MADE TO FULFILLL THE CHARITABLE MISSION OF THE SUPPORTED ORGANIZATION, THERE WERE $ 3,731 CHARITABLE DONATIONS MADE FROM PASSTHROUGH ENTITIES RELFECTED ON THE ORGANIZATION'S INVESTMENT K-1S. |
| PART IV, SECTION B, LINE 2 | THE TRUST SUPPORTS A CLASS OF SUPPORTED ORGANIZATIONS AND THE CLASS IS REPRESENTED BY DESIGNATED REPRESENTATIVES |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (44 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| GMO EQUITY DISLOCATION ONSHORE | $104,061 | F |
| AIRDRIE PARTNERS | $449,860 | F |
| ARCH VENTURE FUND XI LP | $2,630,186 | F |
| AT ONE VENTURES | $10,864,506 | F |
| ATLAS VENTURE FUND XII | $4,666,772 | F |
| ATLAS VENTURES FUND XI | $6,859,592 | F |
| BLACKHORN SELECT | $710,032 | F |
| BLACKHORN VENTURES INDUSTRIAL IMPACT FUND LP | $1,760,584 | F |
| CHALKSTREAM INVESTMENT FUND (INTERNATIONAL)LTD | $1,954,576 | F |
| COMMONFUND CAPITAL VENTURE PARTNERS X, LP | $38,704,104 | F |
| COMMONFUND CAPITAL VENTURE PARTNERS XI, LP | $20,494,342 | F |
| CONGRUENT OPPORTUNITITY FUND I | $1,258,614 | F |
| CONGRUENT OPPORTUNITY FUND A LP | $688,222 | F |
| CONGRUENT VENTURES I | $1,196,544 | F |
| CONGRUENT VENTURES II | $10,237,355 | F |
| DEERFIELD PRIVATE DESIGN FUND | $3,228,103 | F |
| ECLIPSE FUND IV LP | $1,772,905 | F |
| ELLIOT CO-INVESTMENT | $2,984,159 | F |
| ELLIOTT INTERNATIONAL LTD | $1,129,725 | F |
| ENCAP FLATROCK MIDSTREAM FUND II, LP | $1,009,243 | F |
| GENAGRO LTD | $31,690 | F |
| HIGHLAND EUROPE TECHNOLOGY GROWTH IV | $2,428,130 | F |
| HILLHOUSE FUND III | $9,147,817 | F |
| KING STREET CAPITAL LP | $127,084 | F |
| LEGACY VENTURE IV LLC | $491,117 | F |
| LEGACY VENTURE VI LLC | $4,595,812 | F |
| LUX TOTAL OPPORTUNITIES LP | $664,878 | F |
| LUX VENTURES VII LP | $2,695,485 | F |
| OAKTREE POWER OPPORTUNITIES FUND IV LP | $14,286 | F |
| OVERLOOK PARTNERS LP | $95,996 | F |
| PAINE SCHWARTZ FOOD CHAIN FUND IV AIV | $45,269 | F |
| PAINESCHWARTZ FOOD CHAIN FUND IV LP | $8,165,757 | F |
| ROUNDSHIELD (RS FEEDER FUND I) | $13,541 | F |
| SBC CAYMAN FUND III | $2,394,814 | F |
| SUSTAINABLE ASSET FUND III | $8,296,043 | F |
| TECHNOLOGY IMPACT FUND | $6,580,128 | F |
| THE ENGINE FUND II LP | $647,563 | F |
| TRIBECA VENTURE FUND III | $880,393 | F |
| USV CLIMATE 2021 | $598,975 | F |
| VICTORY PARK CAPITAL, LP | $2,416,496 | F |
| AZOLLA VENTURES FULL CYCLE FUND I | $590,717 | F |
| MATERIAL IMPACT FUND II | $752,746 | F |
| VOYAGER PARTNERS FUND I | $1,355,924 | F |
| GMO SYSTEMATIC GLOBAL | $7,465,078 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $173,199,224 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (85 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| AZOLLA VENTURE CATALYTIC FUND I | $1,324,957 | F |
| ENCOURAGE SOLAR FINANCE LP | $2,845,684 | F |
| KIPETO SPV LLC | $324,400 | F |
| MELOY FUND I LP | $2,544,193 | F |
| SUSTAINABILITY VENTURE LLC | $753,410 | F |
| SYSTEMIQ INCUBATION LIMITED | $4,000,000 | F |
| SYSTEMIQ LIMITED | $2,592,103 | F |
| AGRIPROVE HOLDINGS | $3,289,396 | F |
| AVALANCHE ENERGY DESIGNS INC. | $200,000 | F |
| AVNOS INC. | $13,153,283 | F |
| BLACKDIRT FARM MANAGEMENT | $150,000 | F |
| CARBON CAPTURE AMERICA INC. | $5,883,008 | F |
| CARBON COUNTS | $1,912,500 | F |
| CARBONBUILT INC. | $3,999,997 | F |
| CARBONBUILT INC. OPTION | $10,000 | F |
| CIBO TECHNOLOGIES | $500,000 | F |
| CLIMATE ROBOTICS INC. | $4,586,509 | F |
| CLIMATE ROBOTICS INC. | $2,857,118 | F |
| COLORADO STATE UNIVERSITY | $10,000 | F |
| CONTEXT LABS BV | $4,597,474 | F |
| EBB CARBON, INC. | $9,374,755 | F |
| GREYROCK ENERGY INC. | $6,940,730 | F |
| HAZEL TECHNOLOGIES INC.- SERIES B | $2,679,475 | F |
| HAZEL TECHNOLOGIES INC.- SERIES C | $2,999,997 | F |
| HAZEL TECHNOLOGIES INC. | $562,500 | F |
| HEIRLOOM TECH | $7,412,445 | F |
| INFINIUM HOLDINGS INC. | $3,255,824 | F |
| KULA BIO INC. | $1,000,017 | F |
| LAND LIFE COMPANY BV | $545,272 | F |
| LAND LIFE COMPANY BV- SERIES B | $838,966 | F |
| MICROBYRE INC. | $1,456,433 | F |
| MORI | $286,678 | F |
| NAPIGEN INC | $3,000,001 | F |
| ATLAS/NEGATIVE EMISSIONS MATERIALS INC. | $3,550,000 | F |
| NOVALITH TECHNOLOGIES PTY LTD | $4,922,132 | F |
| PLUTON BIO INC. | $1,500,000 | F |
| POLYJOULE INC. | $710,886 | F |
| PROPAGATE GROUP | $1,500,000 | F |
| QUIDNET ENERGY INC. | $999,998 | F |
| REEFGEN INC. | $5,000 | F |
| REGROW AGRICULTURE INC. | $12,743,392 | F |
| REGROW AGRICULTURE INC. | $4,261,540 | F |
| RUNNING TIDE TECHNOLOGIES INC- SERIES B | $822,828 | F |
| RUNNING TIDE TECHNOLOGIES INC | $199,657 | F |
| EQUATIC/SEACHANGE- SERIES A | $1,050,000 | F |
| EQUATIC/SEACHANGE- SERIES B | $2,000,000 | F |
| SOLIDIA TECHNOLOGIES | $143,561 | F |
| SOLIDIA TECHNOLOGIES,INC- SERIES BB | $1,400,000 | F |
| MARBLE I/SOLVE MANAGEMENT | $276,243 | F |
| STEWARD HOLDINGS (US) INC. | $2,585,147 | F |
| SUSTERA INC | $375,000 | F |
| TERVIVA BIOENERGY INC.- SERIES C | $241,834 | F |
| TERVIVA BIOENERGY INC.- SERIES D | $99,215 | F |
| TERVIVA BIOENERGY INC.- SERIES E | $749,999 | F |
| D3 COHORT 415 LLC | $1,045,000 | F |
| TRACE GENOMICS INC. | $199,196 | F |
| TRACE GENOMICS INC. | $375,000 | F |
| TREE CROPS LLC | $3,099,695 | F |
| ZANSKAR | $1,311,894 | F |
| HEIRLOOM CARBON TECHNOLOGIES | $2,499,988 | F |
| PAEBBL AB | $2,209,943 | F |
| KULA BIO INC.- SERIES A | $2,497,866 | F |
| TRAVERTINE TECHNOLOGIES | $1,500,000 | F |
| REGROW AGRICULTURE- SERIES B | $999,931 | F |
| X44 | $3,000,000 | F |
| EDACIOUS PBC | $3,000,035 | F |
| BANYU CARBON | $1,875,000 | F |
| BLUEMETHANE | $135,382 | F |
| VIBRANT PLANET PBC- SERIES 2 | $2,346,163 | F |
| ZANSKAR- SERIES A | $519,999 | F |
| PERMEANCE LTD | $600,000 | F |
| CARBONIFEROUS | $1,300,000 | F |
| EBB CARBON | $999,994 | F |
| PROJECT VESTA PBC | $5,000 | F |
| PROPAGATE GROUP- SERIES A | $1,500,000 | F |
| AVALANCHE ENERGY DESIGNS INC.- SERIES A | $1,999,998 | F |
| RICHARD CONANT | $50,000 | F |
| CLIMATE FINANCE PARTNERSHIP FEEDER FUND | $267,776 | F |
| CLIMATE ACTION NOW | $300,000 | F |
| OAKBIO INC - SERIES SEED-3 | $250,000 | F |
| DEEP SCIENCE VENTURES | $254,453 | F |
| PLUTON BIOSCIENCES - SERIES A | $1,340,040 | F |
| ATLAS/NEGATIVE EMISSIONS - SERIES A | $5,057,535 | F |
| AQUARRY | $127,226 | F |
| MARBLE I/SOLVE MANAGEMENT | $1,436,476 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $178,127,147 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LINE OF CREDIT PAYABLE TO A RELATED PARTY | Desc |
| Amt | $41,550,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $41,550,000 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $27,945,925 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$30,695,631 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,894,580 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$28,801,051 | RevenueNotReportedAmt |
| Revenue Subtotal | $56,746,976 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $4,798,558 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$2,651,983 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,146,575 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $58,893,551 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $62,056,408 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,894,580 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | -$3,163,663 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$1,269,083 | ExpensesNotReportedAmt |
| Expenses Subtotal | $63,325,491 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $4,798,558 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $4,798,558 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $68,124,049 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | BOOK AND TAX GAIN DIFFERENCES- BOOK HAD MORE GAINS |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RECOVERED GRANTS NOT INCLUDED ON 990 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $33,383,191 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | INVESTMENTS | $2,441,671 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | PROGRAM-RELATED INVESTMENTS | $9,811,528 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | PROGRAM-RELATED INVESTMENTS | $26,669,653 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 0 | 0 | PROGRAM-RELATED INVESTMENTS | $2,845,684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $75,151,727 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $75,151,727 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ALASKA COMMUNITY ACTION ON TOXICS | |||||||||
| 1225 E INTL AIRPORT ROAD SUITE 220 | ANCHORAGE | AK | 99518 | 920177082 | 501C3 | $300,000 | $0 | GRANTS TO PROTECT THE ENVIRONMENT | |
| ALTA SEADS CONSERVANCY | |||||||||
| 2451 SIGNAL STREET | SAN PEDRO | CA | 90731 | 882044353 | 501C3 | $600,000 | $0 | GRANTS TO PROTECT THE ENVIRONMENT | |
| CENTER FOR ENVIRONMENTAL HEALTH | |||||||||
| 2201 BROADWAY SUITE 508 | OAKLAND | CA | 94612 | 943251981 | 501C3 | $800,000 | $0 | GRANTS TO PROTECT THE ENVIRONMENT | |
| CLIENT EARTH USA | |||||||||
| CALABASAS RD SUITE 1010 | CALABASAS | CA | 91302 | 810722756 | 501C3 | $5,000,000 | $0 | GRANTS TO PROTECT THE ENVIRONMENT | |
| CONSERVATION LAW FOUNDATION | |||||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | 046149986 | 501C3 | $3,507,139 | $0 | GRANTS TO PROTECT THE ENVIRONMENT | |
| CTREES | |||||||||
| 1106 HAUSER BLVD | LOS ANGELES | CA | 90019 | 880538773 | 501C3 | $4,000,000 | $0 | GRANTS TO PROTECT THE ENVIRONMENT | |
| DEFEND OUR HEALTH | |||||||||
| 565 CONGRESS STEET SUITE 204 | PORTLAND | ME | 04101 | 383791803 | 501C3 | $800,000 | $0 | GRANTS TO PROTECT THE ENVIRONMENT | |
| EARTHJUSTICE | |||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | 941730465 | 501C3 | $1,600,000 | $0 | GRANTS TO PROTECT THE ENVIRONMENT | |
| ECDYSIS FOUNDATION | |||||||||
| 46958 188TH STREET | ESTELLINE | SD | 57234 | 474936169 | 501C3 | $250,000 | $0 | GRANTS TO PROTECT THE ENVIRONMENT | |
| ENVIRONMENTAL HEALTH SCIENCES | |||||||||
| 612 W BEALL STREET SUITE C | BOZEMAN | MT | 59715 | 880663738 | 501C3 | $924,000 | $0 | GRANTS TO PROTECT THE ENVIRONMENT | |
| ENVIRONMENTAL WORKING GROUP | |||||||||
| 1250 I STREET NW SUITE 1000 | WASHINGTON | DC | 20005 | 522148600 | 501C3 | $300,000 | $0 | GRANTS TO PROTECT THE ENVIRONMENT | |
| GLOBAL WITNESS | |||||||||
| 855 EL CAMINO REAL | PALO ALTO | CA | 94301 | 980493088 | 501C3 | $6,850,000 | $0 | GRANTS TO PROTECT THE ENVIRONMENT | |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | |||||||||
| 740 15TH STREET NW SUITE 700 | WASHINGTON | DC | 20005 | 521379661 | 501C3 | $2,500,000 | $0 | GRANTS TO PROTECT THE ENVIRONMENT | |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | 132654926 | 501C3 | $1,600,000 | $0 | GRANTS TO PROTECT THE ENVIRONMENT | |
| ONE ACRE FUND | |||||||||
| 2070 GREEN BAY ROAD 183 | HIGLAND PARK | IL | 60035 | 203668110 | 501C3 | $300,000 | $0 | GRANTS TO PROTECT THE ENVIRONMENT | |
| RAINFOREST ACTION NETWORK | |||||||||
| 425 BUSH STREET SUITE 300 | SAN FRANCISCO | CA | 94108 | 943045180 | 501C3 | $1,165,872 | $0 | GRANTS TO PROTECT THE ENVIRONMENT | |
| RARE | |||||||||
| 1310 NORTH COURTHOUSE ROAD SUITE | ARLINGTON | VA | 22201 | 237380563 | 501C3 | $9,549,079 | $0 | GRANTS TO PROTECT THE ENVIRONMENT | 110 |
| SAVANNA INSTITUTE | |||||||||
| 2453 ATWOOD AVENUE SUITE 209 | MADISON | WI | 53704 | 463004682 | 501C3 | $12,000,000 | $0 | GRANTS TO PROTECT THE ENVIRONMENT | |
| SPARK CLIMATE SOLUTIONS | |||||||||
| 182 HOWARD STREET NUMBER 150 | SAN FRANCISCO | CA | 94105 | 874299990 | 501C3 | $6,000,000 | $0 | GRANTS TO PROTECT THE ENVIRONMENT | |
| SUSTAINABLE MARKETS FOUNDATION | |||||||||
| 45 W 36TH STREET FLOOR 6 | NEW YORK | NY | 10018 | 134188834 | 501C3 | $1,400,000 | $0 | GRANTS TO PROTECT THE ENVIRONMENT | |
| THE NATURE CONSERVANCY | |||||||||
| 4245 N FAIRFAX DRIVE | ARLINGTON | VA | 22203 | 530242652 | 501C3 | $551,684 | $0 | GRANTS TO PROTECT THE ENVIRONMENT | |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TWO TRUSTEES, R. JEREMY GRANTHAM AND HANNELORE GRANTHAM ARE MARRIED. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS DISTRIBUTED TO ALL TRUSTEES BEFORE FILING |
| FORM 990, PART VI, SECTION B, LINE 12C | AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE TRUSTEES 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 TRUSTEES APPOINT A DISINTERESTED PERSON TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION. AFTER EXCERISING DUE DILIGENCE, THE TRUSTEES SHALL DETERMINE WHETHER THE TRUST CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE TRUSTEES SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES WHETHER THE TRANSACTION IS IN THE TRUST'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE TRUST DOES NOT PAY ANY COMPENSATION |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST |
| FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC | CARTER ROBERTS - 1250 24TH ST. NW, WASHINGTON, DC 20037. BRETT JENKS - 1310 NORTH COURTHOUSE ROAD, SUITE 110, ARLINGTON, VA 22201. JENNIFER MORRIS - 4245 NORTH FAIRFAX DRIVE, SUITE 100, ARLINGTON, VA 22203. JULES KORTENHORST - 22830 TWO RIVERS ROAD, BASALT, CO 81621. JON CREYTS - 22830 TWO RIVERS ROAD, BASALT, CO 81621. |
| FORM 990, PART XI, LINE 9: | LONG TERM CAPITAL GAIN (LOSS) ON COMMONFUND X GAAP BASIS NOT TAX 2,515,841. LONG TERM CAPITAL GAIN (LOSS) ON LEGACY IV GAAP BASIS NOT TAX 105,138. LONG TERM CAPITAL GAIN (LOSS) ON LEGACY VI GAAP BASIS NOT TAX 589,372. LONG TERM CAPITAL GAIN (LOSS) ON OAKTREE POWER OPPOR GAAP BASIS NOT TAX 312,645. LONG TERM CAPITAL GAIN (LOSS) ON ROUNDSHIELD GAAP BASIS NOT TAX 19,762. DONATED SERVICES 1,894,580. RECOVERED GRANT FROM FIRST STREET FOUNDATION 1,500,000. RECOVERED GRANT FROM ROCKEFELLER PHILANTHROPIC ADVISORS 1,663,662. LONG TERM CAPITAL GAIN (LOSS) ON VICTORY PARK CAPITAL TAX BASIS NOT ON GAAP -890,775. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEGLECTED CLIMATE OPPORTUNITIES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET SUITE 3300 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 824412038 | EIN |
| Primary Activities | ADVANCING THE MISSION OF THE JEREMY AND HANNELORE GRANTHAM ENVIRONMENTAL TR. | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Total Income | -$2,946,109 | TotalIncomeAmt |
| End Of Year Assets | $180,328,919 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEREMY AND HANNELORE GRANTHAM ENVIRONMENTAL TRUST | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ALASKA COMMUNITY ACTION ON TOXICS | ||||||||||
| 1225 E INTL AIRPORT ROAD | ANCHORAGE | AK | 99518 | 920177082 | ENVIRONMENTAL PROTECTION | AK | 501(C)(3) | LINE 7 | N/A | 0 |
| ALTA SEADS CONSERVANCY | ||||||||||
| 2451 SIGNAL STREET | SAN PEDRO | CA | 90731 | 882044353 | ENVIRONMENTAL PROTECTION | CA | 501(C)(3) | LINE 7 | N/A | 0 |
| CENTER FOR ENVIRONMENTAL HEALTH | ||||||||||
| 2201 BROADWAY SUITE 508 | OAKLAND | CA | 94612 | 943251981 | ENVIRONMENTAL PROTECTION | CA | 501(C)(3) | LINE 7 | N/A | 0 |
| CLIENT EARTH USA | ||||||||||
| CALABASAS ROAD SUITE 1010 | CALABASAS | CA | 91302 | 810722756 | ENVIRONMENTAL PROTECTION | CA | 501(C)(3) | LINE 7 | N/A | 0 |
| CONSERVATION LAW FOUNDATION | ||||||||||
| 62 SUMMER ST | BOSTON | MA | 02110 | 046149986 | ENVIRONMENTAL PROTECTION | MA | 501(C)(3) | LINE 7 | N/A | 0 |
| CTREES | ||||||||||
| 1106 HAUSER BLVD | LOS ANGELES | CA | 90019 | 880538773 | ENVIRONMENTAL PROTECTION | CA | 501(C)(3) | LINE 7 | N/A | 0 |
| DEFEND OUR HEALTH | ||||||||||
| 565 CONGRESS STREET SUITE 204 | PORTLAND | ME | 04101 | 383791803 | ENVIRONMENTAL PROTECTION | ME | 501(C)(3) | LINE 7 | N/A | 0 |
| EARTHJUSTICE | ||||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | 941730465 | ENVIRONMENTAL PROTECTION | CA | 501(C)(3) | LINE 7 | N/A | 0 |
| ECDYSIS | ||||||||||
| 46958 118TH ST | ESTELLINE | SD | 57234 | 474936169 | ENVIRONMENTAL PROTECTION | SD | 501(C)(3) | LINE 7 | N/A | 0 |
| ENVIRONMENTAL HEALTH SCIENCE | ||||||||||
| 614 W LAMME STREET | BOZEMAN | MT | 59715 | 880663738 | ENVIRONMENTAL PROTECTION | MT | 501(C)(3) | LINE 7 | N/A | 0 |
| ENVIRONMENTAL WORKING GROUP | ||||||||||
| 1250 I STREET NW SUITE 1000 | WASHINGTON | DC | 20005 | 522148600 | ENVIRONMENTAL PROTECTION | DC | 501(C)(3) | LINE 7 | N/A | 0 |
| GLOBAL WITNESS | ||||||||||
| 855 EL CAMINO REAL | PALO ALTO | CA | 94301 | 980493088 | ENVIRONMENTAL PROTECTION | CA | 501(C)(3) | LINE 7 | N/A | 0 |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | ||||||||||
| 740 15TH STREET NW SUITE 700 | WASHINGTON | DC | 20005 | 521379661 | ENVIRONMENTAL PROTECTION | DC | 501(C)(3) | LINE 7 | N/A | 0 |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | 132654926 | ENVIRONMENTAL PROTECTION | NY | 501(C)(3) | LINE 7 | N/A | 0 |
| OCEAN VISIONS | ||||||||||
| 1019-B EDWARDS FERRY ROAD | LEESBURG | VA | 20176 | 842130219 | ENVIRONMENTAL PROTECTION | VA | 501(C)(3) | LINE 7 | N/A | 0 |
| ONE ACRE FUND | ||||||||||
| 1954 FIRST STREET 183 | HIGHLAND PARK | IL | 60035 | 203668110 | ENVIRONMENTAL PROTECTION | IL | 501(C)(3) | LINE 7 | N/A | 0 |
| RAINFOREST ACTION NETWORK | ||||||||||
| 425 BUSH ST STE 300 | SAN FRANCISCO | CA | 94108 | 943045180 | ENVIRONMENTAL PROTECTION | CA | 501(C)(3) | LINE 7 | N/A | 0 |
| RARE | ||||||||||
| 1310 N COURTHOUSE ROAD SUITE 110 | ARLINGTON | VA | 22201 | 237380563 | ENVIRONMENTAL PROTECTION | VA | 501(C)(3) | LINE 7 | N/A | 0 |
| SAVANNA INSTITUTE | ||||||||||
| 2453 ATWOOD AVE SUITE 209 | MADISON | WI | 53704 | 463004682 | ENVIRONMENTAL PROTECTION | WI | 501(C)(3) | LINE 7 | N/A | 0 |
| SPARK CLIMATE SOLUTIONS | ||||||||||
| 440 N BARRANCA AVE 3536 | COVINA | CA | 91723 | 874299990 | ENVIRONMENTAL PROTECTION | CA | 501(C)(3) | LINE 7 | N/A | 0 |
| SUSTAINABLE MARKETS FOUNDATION | ||||||||||
| 45 W 36TH STREET FLOOR 6 | NEW YORK | NY | 10018 | 134188834 | ENVIRONMENTAL PROTECTION | NY | 501(C)(3) | LINE 7 | N/A | 0 |
| THE NATURE CONSERVANCY | ||||||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | 530242652 | NATURE PRESERVATION | VA | 501(C)(3) | LINE 7 | N/A | 0 |
| WORLD WILDLIFE FUND INC | ||||||||||
| 1250 24TH STREET SW | WASHINGTON | DC | 20037 | 521693387 | CONSERVATON OF NATURE | DC | 501(C)(3) | LINE 7 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |