BUILDERS INITIATIVE: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BUILDERS INITIATIVE (EIN 82-1503941)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349103190
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T11:53:09+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621665434 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTON ENTERPRISES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1860 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 727121860 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821503941 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Builders Initiative Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUIL | BusinessNameControlTxt |
| Phone | 4794641570 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 167 N Green Street Suite 1600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT A SMITH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUKE C MITCHELL | PreparerPersonNm |
| PTIN | P03095207 | PTIN |
| Phone | 4794641500 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,724,234,826 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $564,697,169 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $36,984,198 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,984,198 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$85,253,324 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,002,803,046 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $429,317,919 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $3,427,737 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,589,171 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $519,855,780 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $469,891,288 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $93,214 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $56,795 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $36,419 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $132,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $132,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,638,073 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,661,386 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,976,687 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $290,820 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $245,048 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,592,669 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,876,760 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $4,308,729 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,205,184 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $93,173 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,055,905 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,045,173 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,238,679 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $81,706,966 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $81,706,966 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $110,762,871 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,045,173 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,945,645 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $409,092,909 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $454,846,115 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $489,820 | CashBOYAmt |
| Cash EOY | $1,048,785 | CashEOYAmt |
| Cash EOYFMV | $1,048,785 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $3,040,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $5,250,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $3,040,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $3,040,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $754,100 | CorporateStockBOYAmt |
| Corporate Stock EOY | $754,100 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $750,445 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,111,233,426 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,521,441,231 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,718,825,035 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $570,561 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $570,561 | LandEOYAmt |
| Land EOYFMV | $570,561 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,117,727,346 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,526,854,677 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,724,234,826 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $3,874 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,874 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,117,727,346 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,526,850,803 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,117,727,346 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,526,850,803 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,117,727,346 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,526,854,677 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,117,727,346 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $409,092,909 | ExcessRevenueOverExpensesAmt |
| Other Increases | $30,548 | OtherIncreasesAmt |
| Subtotal | $1,526,850,803 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,526,850,803 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| 156,000 SHARES OF PUBLICLY TRADED SECURITIES | $22,022,732 | $55,477 | $21,967,255 | $0 | $21,967,255 | |
| 2,216,070 SHARES OF PUBLICLY TRADED SECURITIES | $437,427,676 | $7,140,922 | $430,286,754 | $0 | $430,286,754 | |
| NORTHERN TRUST CASH ACCOUNT - VARIOUS STOCKS | $3,162,215 | $3,206,511 | -$44,296 | $0 | -$44,296 | P |
| NORTHERN TRUST CASH ACCOUNT - VARIOUS STOCKS | $47,830,969 | $48,769,514 | -$938,545 | $0 | -$938,545 | P |
| NORTHERN TRUST WORLD EX - CAPITAL GAIN DISTRIBUTIONS | $1,666 | $1,666 | $0 | $1,666 | P | |
| NORTHERN TRUST R1000 - CAPITAL GAIN DISTRIBUTIONS | $866 | $866 | $0 | $866 | P | |
| NORTHERN TRUST TIAA BONDS - VARIOUS STOCKS | $598,311,376 | $603,473,477 | -$5,162,101 | $0 | -$5,162,101 | P |
| NORTHERN TRUST TIAA BONDS - VARIOUS STOCKS | $29,548,757 | $33,801,753 | -$4,252,996 | $0 | -$4,252,996 | P |
| NORTHERN TRUST FTSE TPI - COMMON TRUST FUND DISTRIBUTIONS | $773 | $773 | $0 | $773 | P | |
| NORTHERN TRUST FTSE TPI - VARIOUS STOCKS | $161,700,965 | $156,418,689 | $5,282,276 | $0 | $5,282,276 | P |
| NORTHERN TRUST FTSE TPI - CAPITAL GAIN DISTRIBUTIONS | $30,605 | $30,605 | $0 | $30,605 | P | |
| NORTHERN TRUST FTSE TPI - VARIOUS STOCKS | $95,650,116 | $92,504,582 | $3,145,534 | $0 | $3,145,534 | P |
| NORTHERN TRUST RBC GLOBAL - VARIOUS STOCKS | $336,380,181 | $336,600,304 | -$220,123 | $0 | -$220,123 | P |
| NORTHERN TRUST RBC GLOBAL - SECTION 1256 LOSS | $389,655 | -$389,655 | $0 | -$389,655 | P | |
| NORTHERN TRUST RBC GLOBAL - SECTION 1256 LOSS | $584,482 | -$584,482 | $0 | -$584,482 | P | |
| NORTHERN TRUST RBC GLOBAL - VARIOUS STOCKS | $6,460,439 | $6,616,174 | -$155,735 | $0 | -$155,735 | P |
| NORTHERN TRUST CLEAN ENERGY FUND - VARIOUS STOCKS | $4,580,714 | $4,913,057 | -$332,343 | $0 | -$332,343 | P |
| PASS-THROUGH GAIN/LOSS | $316,890 | $316,890 | $0 | $316,890 | P | |
| PASS-THROUGH GAIN/LOSS | $19,498,292 | -$19,498,292 | $0 | -$19,498,292 | P | |
| NORTHERN TRUST TIAA BONDS - VARIOUS STOCKS | $259,376,105 | $259,512,237 | -$136,132 | $0 | -$136,132 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $429,317,919 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,322,361 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,322,361 | SubtotalAmt |
| Tax Based On Investment Income | $6,322,361 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,333,702 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,333,702 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,011,341 | OverpaymentAmt |
| Applied To ES Tax | $4,011,341 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | https://www.buildersinitiative.org/ | WebsiteAddressTxt |
| Individual With Books | ISMAEL DIMAS | IndividualWithBooksNm |
| Phone | 4794641570 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1860 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | IS | ForeignCountryCd |
| Foreign Country | JA | ForeignCountryCd |
| Foreign Country | NL | ForeignCountryCd |
| Foreign Country | BE | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | DA | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | GM | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LUKAS WALTON | ||||||||
| 167 N Green Street Suite 1600 | Chicago | IL | 60607 | DIRECTOR, CEO, CHAIR | 10.000 | $0 | $0 | $0 |
| LISA FORBES | ||||||||
| 167 N Green Street Suite 1600 | Chicago | IL | 60607 | DIRECTOR, SECRETARY | 5.000 | $0 | $0 | $0 |
| BRUCE MCNAMER | ||||||||
| 167 N Green Street Suite 1600 | Chicago | IL | 60607 | DIRECTOR, PRESIDENT | 10.000 | $0 | $0 | $0 |
| ROBERT A SMITH | ||||||||
| 167 N Green Street Suite 1600 | Chicago | IL | 60607 | TREASURER | 1.000 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| BUILDERS VISION LLC | ||||||
| PO BOX 1860 | Bentonville | AR | 72712 | INVESTMENT AND GRANT MANAGEMENT SERVICES | $7,740,121 | |
| NORTHERN TRUST | ||||||
| 50 SOUTH LASALLE STREET | CHICAGO | IL | 60603 | INVESTMENT MANAGEMENT | $1,860,822 | |
| SPITFIRE STRATEGIES LLC | ||||||
| 2300 N STREET NW | WASHINGTON | DC | 20037 | CONSULTING | $508,679 | SUITE 610 |
| TEACHERS ADVISORS LLC | ||||||
| 730 THIRD AVENUE | NEW YORK | NY | 10017 | INVESTMENT MANAGEMENT | $424,740 | |
| WALTON ENTERPRISES LLC | ||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | MANAGEMENT SERVICES | $184,694 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Loan to Black Figures Bookstore - To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region that are owned or led by entrepreneurs of color in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education. | Description1Txt |
| Expenses1 | $10,000 | Expenses1Amt |
| Description2 | Loan to Dinobi Detergent LLC - To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region that are owned or led by entrepreneurs of color in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education. | Description2Txt |
| Expenses2 | $10,000 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $20,000 | AllOtherProgramRltdInvstTotAmt |
| Total | $40,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,389,305,467 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $88,214,708 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,477,520,175 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,477,520,175 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,162,803 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,455,357,372 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,767,869 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,767,869 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,322,361 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,322,361 | TotalTaxAmt |
| Distributable Before Adj | $66,445,508 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,251,724 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $68,697,232 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $68,697,232 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,945,645 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $40,000 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $83,985,645 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,697,232 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,950,353 | UndistributedIncomePYAmt |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $83,985,645 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,950,353 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $68,697,232 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,338,060 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,338,060 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,338,060 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $12,338,060 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LUKAS T WALTON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (344 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 3Arts Inc | |||||||||||||
| 180 N Michigan Ave Ste 329 | Chicago | IL | 60601 | PC | To launch and support the Next Level Teaching Artist awards. | $120,000 | |||||||
| 3Arts Inc | |||||||||||||
| 180 N Michigan Ave Ste 329 | Chicago | IL | 60601 | PC | to support up to 192 Chicago-based artists to attend 3Arts annual award ceremony. | $25,000 | |||||||
| 548 Foundation Inc | |||||||||||||
| 700 North Larrabee Street | Chicago | IL | 60654 | POF | To support equitable workforce development on Chicago's West Side. | $200,000 | |||||||
| A Just Harvest | |||||||||||||
| PO Box 608033 | Chicago | IL | 60626 | PC | To support general operations | $90,000 | |||||||
| Academy for Global Citizenship Charter School | |||||||||||||
| 4647 W 47th Street | Chicago | IL | 60632 | PC | to support the plant-based eating program development, implementation, and evaluation from. | $400,000 | |||||||
| Adelante Center for Entrepreneurship | |||||||||||||
| 420 West Clayton Street | Waukegan | IL | 60085 | PC | To administer an accounting stipend program and small business advising for creative enterprises, including and prioritizing support for Honeycomb Loan Participation Fund borrowers | $60,000 | |||||||
| Albany Park Theater Project | |||||||||||||
| 5100 North Ridgeway Avenue | Chicago | IL | 60625 | PC | To support general operations | $100,000 | |||||||
| Alliance for Global Justice | |||||||||||||
| 225 E 26th St 1 | Tucson | AZ | 85713 | PC | Support for the Real Food Challenge Program and the Real Meals Campaign | $172,000 | |||||||
| Alliance For The Great Lakes | |||||||||||||
| 150 N Michigan Ave Ste 750 | Chicago | IL | 60601 | PC | To support general operations | $5,000 | |||||||
| Allied Media Projects | |||||||||||||
| 4126 3rd Avenue | Detroit | MI | 48201 | PC | To support Allied Media Projects, Inc. fiscal sponsor to Michigan Environmental Justice Coalition to grow Michigan EJ Coalition's capacity to support frontline climate and energy justice organizations | $250,000 | |||||||
| AltaSea at the Port of Los Angeles | |||||||||||||
| 2451 Signal Street | Los Angeles | CA | 90731 | PC | To support a Program Manager position for the BlueSea Initiative | $150,000 | |||||||
| American Society for the Prevention of Cruelty to Animals | |||||||||||||
| 520 8th Avenue 7th Floor | New York | NY | 10018 | PC | to fund the Protecting Farmed Animals program | $250,000 | |||||||
| Anticruelty Society | |||||||||||||
| 157 West Grand Avenue | Chicago | IL | 60654 | PC | To support low-cost to no-cost veterinary services to families on the South and West sides of Chicago by supporting a shared vet for AntiCruelty Society, South Suburban Humane Society, and Hinsdale Humane Society. | $110,000 | |||||||
| Archi-Treasures Association | |||||||||||||
| 3500 South Lake Park First Floor We | Chicago | IL | 60653 | PC | To support public programming, community design, and production for the Riverdale Creative Cultural Connections project. | $75,000 | |||||||
| Artists' Cooperative Residency and Exhibitions Project | |||||||||||||
| 1345 W 19th Street | Chicago | IL | 60608 | PC | to support ACRE's Summer Annual Fund Campaign. | $10,000 | |||||||
| Arts Alliance Illinois | |||||||||||||
| 200 W Madison Fl 3 | Chicago | IL | 60606 | PC | to support Arts Alliance's continued efforts to address the impact of COVID-19 on the arts and culture sector of Illinois. | $340,000 | |||||||
| Asociacion Mexicana de Ostricultores (AMEXO) | |||||||||||||
| NC | To educate economically and environmentally challenged communities in the Pacific region and Sea of Cortez to engage in sustainable oyster aquaculture | $69,500 | 36 Ignacio Allende | La Paz | MX | ||||||||
| B Lab Company | |||||||||||||
| 15 Waterloo Avenue | Berwyn | PA | 19312 | PC | To support general operations | $250,000 | |||||||
| Bahamas National Trust Fund Inc | |||||||||||||
| PO Box 5910 | Princeton | NJ | 08543 | PC | To increase management effectiveness of the Bahamas National Protected Area System | $248,308 | |||||||
| Bahamas Reef Environment Educational Foundation | |||||||||||||
| NC | To support the ocean resources, biodiversity and potential for a healthy blue economy in The Bahamas | $200,363 | Unit 11 Caves Village Professiona | New Providence | BF | West Bay ST Blake Road | |||||||
| Balanced Inc | |||||||||||||
| 904 East 43rd Street | Kansas City | MO | 64110 | PC | To support Fiber Campaign and Institutional Outreach | $100,000 | |||||||
| Become Inc | |||||||||||||
| 171 North Aberdeen Street | Chicago | IL | 60607 | PC | To support general operations | $100,000 | |||||||
| Become Inc | |||||||||||||
| 171 North Aberdeen Street | Chicago | IL | 60607 | PC | To support Become and their JEDI Learnings program. | $14,090 | |||||||
| Best Friends Animal Society | |||||||||||||
| 5001 Angel Canyon Road | Kanab | UT | 84741 | PC | To support operational costs for the first 5 years of the Pet Resource Center in Bentonville, Arkansas - creating an innovative model for progressive community sheltering | $1,000,000 | |||||||
| Better Food Foundation | |||||||||||||
| 5051 La Jolla Boulevard Unit 213 | San Diego | CA | 92109 | PC | Support to make plant-based foods the default in institutional dining | $150,000 | |||||||
| Bigelow Laboratory for Ocean Sciences | |||||||||||||
| 60 Bigelow Drive | East Boothbay | ME | 04544 | PC | To support developing pragmatic tools for quantifying and verifying carbon burial rates on operational farms, enabling farmers to implement and valorize this promising natural climate solution. | $367,045 | |||||||
| BISSELL Pet Foundation | |||||||||||||
| 2345 Walker Ave NW | Grand Rapids | MI | 49544 | PF | to support the Empty the Shelters program | $100,000 | |||||||
| Black Ensemble Theater Corporation | |||||||||||||
| 4450 North Clark Street | Chicago | IL | 60640 | PC | To support general operations | $100,000 | |||||||
| BLACK OAKS CENTER FOR SUSTAINABLE RENEWABLE LIVING NFP | |||||||||||||
| 6735 South South Chicago Avenue | Chicago | IL | 60637 | PC | To grow the capacity of the Black Oaks Center to provide regenerative agriculture and clean energy to the residents of Pembroke, IL | $200,000 | |||||||
| Black Women in Ecology Evolution and Marine Science | |||||||||||||
| 11216 Southwest 63rd Terrace | Miami | FL | 33173 | PC | To support BWEEMS in expanding their mentoring and coaching services, and to increase staff capacity. | $237,300 | |||||||
| Block Club Chicago NFP | |||||||||||||
| 233 North Michigan Avenue | Chicago | IL | 60601 | PC | To support general operations | $150,000 | |||||||
| Bridges Impact Foundation | |||||||||||||
| 21 West 46th Street | New York | NY | 10036 | PC | To integrate impact measurement and management (IMM), and diversity, equity, and inclusion (DEI) across the Turner MIINT program. | $100,000 | |||||||
| Broussard Justice Foundation | |||||||||||||
| 8655 South Blackstone Avenue | Chicago | IL | 60619 | PC | To support Grantee's infrastructure | $100,000 | |||||||
| Brushwood Center at Ryerson Woods | |||||||||||||
| North Riverwoods Road | Deerfield | IL | 60015 | PC | To grow a coalition of EJ leadership in Lake County, IL. | $150,000 | |||||||
| Business Services Collective NFP | |||||||||||||
| 503 East 61st Street | Chicago | IL | 60637 | PC | To support general operations | $75,000 | |||||||
| California Ocean Science Trust | |||||||||||||
| 1017 L Street 293 | Sacramento | CA | 95814 | PC | To support OST's internal JEDI efforts. | $15,000 | |||||||
| California Seaweed Festival | |||||||||||||
| 25331 Via Artina | Valencia | CA | 91355 | PC | To support the growth of the California Seaweed Festival | $45,000 | |||||||
| California State Wildlife Foundation | |||||||||||||
| 201 University Avenue Berth H-43 | Berkeley | CA | 94710 | SO III FI | To support and cultivate an Indigenous-led working group focused on nature-based coastal adaptation strategies in San Diego County. | $141,073 | |||||||
| Cape Eleuthera Foundation | |||||||||||||
| 1900 Market Street | Philadelphia | PA | 19103 | PC | To provide funding for the first lobster nursery facility in The Bahamas to support lobster fishing communities and conservation. | $82,030 | |||||||
| Carbondale Community Arts | |||||||||||||
| 304 West Walnut Street | Carbondale | IL | 62901 | PC | to support expanding Southern Arts Fund and Southern Illinois Arts Council | $90,000 | |||||||
| Center for Cultural Innovation | |||||||||||||
| 244 San Pedro Street 401 | Los Angeles | CA | 90012 | PC | to fund Ambitio-US and the regranting and learning associated with new economy exploration and development in the art sector | $250,000 | |||||||
| Center for Neighborhood Technology | |||||||||||||
| 17 North State Street Ste 1400 | Chicago | IL | 60602 | PC | To provide on-demand and actionable research and analytical capacity to Chicago's environmental and transportation justice organizations. | $175,000 | |||||||
| Center for Neighborhood Technology | |||||||||||||
| 17 North State Street Ste 1400 | Chicago | IL | 60602 | PC | To support the deployment of ARPA funds for green infrastructure in Calumet-area EJ communities. | $250,000 | |||||||
| Center for Rural Affairs | |||||||||||||
| PO Box 136 | Lyons | NE | 68038 | PC | To support increasing the farm to school network and building local food access in Southwest Iowa | $330,000 | |||||||
| Chef Ann Foundation | |||||||||||||
| 5485 Conestoga Court St 110F | Boulder | CO | 80301 | PC | Support to Get Schools Cooking project to increase scratch cooking in schools | $200,000 | |||||||
| Cheyenne River Youth Project Inc | |||||||||||||
| PO Box 410 | Eagle Butte | SD | 57625 | PC | To support general operations | $200,000 | |||||||
| Chicago Adventure Therapy NFP | |||||||||||||
| PO Box 13062 | Chicago | IL | 60613 | PC | To support their current JEDI Learnings | $15,000 | |||||||
| Chicago Architecture Biennial Inc | |||||||||||||
| 78 E Washington St | Chicago | IL | 60602 | PC | to support operations and artist contributions for the upcoming fifth edition, CAB 5: This is a Rehearsal. | $200,000 | |||||||
| Chicago Art Department | |||||||||||||
| 1932 S Halsted St Ste 100 | Chicago | IL | 60608 | PC | to support a Sustainable Facilities Analysis through Artspace, increase capacity by hiring a part-time Marketing Resident, and subsidize the free programs grantee offers. | $67,500 | |||||||
| Chicago Artists Coalition | |||||||||||||
| 2130 W Fulton St Unit B | Chicago | IL | 60612 | PC | to support the organization as it hires and empowers its next Executive Director and builds capacity and sustainability for the organization. | $100,000 | |||||||
| Chicago Community Foundation | |||||||||||||
| 33 South State Street | Chicago | IL | 60603 | PC | To support Elevated Chicago | $200,000 | |||||||
| Chicago Community Foundation | |||||||||||||
| 33 South State Street | Chicago | IL | 60603 | PC | To support the Chicago Fund for Safe and Peaceful Communities | $100,000 | |||||||
| Chicago Community Foundation | |||||||||||||
| 33 South State Street | Chicago | IL | 60603 | PC | to support the Art Works Fund | $1,800,000 | |||||||
| Chicago Food Policy Advisory Council Nfp | |||||||||||||
| 1200 W 35th St | Chicago | IL | 60609 | PC | To advance Chicago's Good Food Purchasing capabilities by building capacity for more institutions to navigate the transition to purchasing "Good Food," implement their plans to purchase "Good Food, to support GFPI Chicago to evaluate program successes to promote wider adoption longer term | $270,000 | |||||||
| Chicago Humanities Festival | |||||||||||||
| 500 North Dearborn Street | Chicago | IL | 60654 | PC | to support audience Engagement at the Epiphany Center Spring 2023 | $25,000 | |||||||
| Chicago Park District | |||||||||||||
| 4830 South Western Avenue | Chicago | IL | 60609 | GOV | To support general operations | $500 | |||||||
| Chicago Park District | |||||||||||||
| 4830 South Western Avenue | Chicago | IL | 60609 | GOV | To support the Young Cultural Stewards program | $150,000 | |||||||
| Chicago Park District | |||||||||||||
| 4830 South Western Avenue | Chicago | IL | 60609 | GOV | To contribute to the Financial Assistance Fund | $150,000 | |||||||
| Chicago Public Media Inc | |||||||||||||
| 848 E Grand Ave | Chicago | IL | 60611 | PC | To support general operations | $150,000 | |||||||
| Chicago Sinfonietta | |||||||||||||
| 70 East Lake Street | Chicago | IL | 60601 | PC | To support general operations | $100,000 | |||||||
| Chicagos Sunshine Enterprises Inc | |||||||||||||
| 503 E 61st St | Chicago | IL | 60637 | PC | To support general operations | $250,000 | |||||||
| City Bureau NFP | |||||||||||||
| 3619 South State Street | Chicago | IL | 60609 | PC | to support Cicero Independiente's community engagement work and organizational sustainability | $50,000 | |||||||
| City of Chicago Department of Cultural Affairs and Special Events | |||||||||||||
| Chicago Cultural Center 78 East Wa | Chicago | IL | 60602 | GOV | To support the Chicago Arts & Health Pilot for Creative Workers | $203,000 | |||||||
| Civic Consulting Alliance | |||||||||||||
| 21 South Clark Street | Chicago | IL | 60603 | PC | To support general operations | $75,000 | |||||||
| Coast Range Association Inc | |||||||||||||
| PO Box 2250 | Corvallis | OR | 97339 | PC | To support the growth of the Oregon Central Coast Food Web | $100,000 | |||||||
| Coastal Enterprises Inc | |||||||||||||
| 30 Federal Street | Brunswick | ME | 04011 | PC | To support Aquaculture training, business counselling, technical assistance, financing, and international technology transfer to grow, sustain, and diversify Maine's marine resource sector. | $297,375 | |||||||
| Coastal Quest | |||||||||||||
| 2625 Alcatraz Ave 609 | Berkeley | CA | 94705 | PC | To support internal operations and capacity building for SAGE, as well as the development of The Gender Equality Dialogues program. | $200,000 | |||||||
| Coastal Quest | |||||||||||||
| 2625 Alcatraz Ave 609 | Berkeley | CA | 94705 | PC | San Diego Coastal Park Resilience | $100,000 | |||||||
| College of the Atlantic | |||||||||||||
| 105 Eden Street | Bar Harbor | ME | 04609 | PC | To support research, design, build, and trial viable alternatives to plastic grow-out gear used in oyster aquaculture. | $77,742 | |||||||
| Comfort Station NFP | |||||||||||||
| 2522 West Farragut Avenue Apt 2 | Chicago | IL | 60625 | PC | To support general operations | $28,500 | |||||||
| Common Market Philadelphia Inc | |||||||||||||
| 428 E Erie Ave | Philadelphia | PA | 19134 | PC | To support expansion to the Great Lakes region | $445,060 | |||||||
| Common Threads | |||||||||||||
| PO Box 163930 | Austin | TX | 78716 | PC | To support Common Threads sourcing local from agriculture organizations to develop the organization's good food purchasing strategy for partner schools on the West side | $190,000 | |||||||
| Community Action Network | |||||||||||||
| 809 Taylor Street | Ann Arbor | MI | 48105 | PC | To support CAN's equitable decarbonization work in the Bryant neighborhood and help with the associated implementation challenges. | $150,000 | |||||||
| Community Desk Chicago | |||||||||||||
| 25 East Washington Street Suite 172 | Chicago | IL | 60602 | PC | Support for Community Desk Chicago as appreciation for testing the Builders Initiative grantee portal | $500 | 5 | ||||||
| Community Desk Chicago | |||||||||||||
| 25 East Washington Street Suite 172 | Chicago | IL | 60602 | PC | To support general operations | $250,000 | 5 | ||||||
| Community Partners | |||||||||||||
| 1000 North Alameda Street | Los Angeles | CA | 90012 | PC | To support general operations | $5,000 | |||||||
| Compassionate Action for Animals | |||||||||||||
| 2100 1st Avenue South Suite 200 | Minneapolis | MN | 55404 | PC | To support general operations | $115,000 | |||||||
| Conservation International Foundation | |||||||||||||
| 2011 Crystal Drive | Arlington | VA | 22202 | PC | To support the Women in Ocean Food Innovation Studio | $75,000 | |||||||
| CREATE Portage County Inc | |||||||||||||
| PO Box 565 | Stevens Point | WI | 54481 | PC | to support resilient and vibrant communities across "The Basin" Shared Resource Network through intersections of arts and entrepreneurship. | $120,000 | |||||||
| Creative Chicago Reuse Exchange | |||||||||||||
| 5530 South Shore Drive 15 B | Chicago | IL | 60637 | PC | to support the #PAINTGARY public art initiative in the City of Gary (IN). | $65,000 | |||||||
| CREO Family Office Syndicate | |||||||||||||
| 156 Fifth Avenue Suite 804 | New York | NY | 10010 | PC | To support building an effective climate and sustainability marketplace by 2025. | $1,500,000 | |||||||
| Crosshatch Center for Art & Ecology | |||||||||||||
| PO Box 929 | Bellaire | MI | 49615 | PC | to support programming at The Alluvion | $62,594 | |||||||
| Crossroads Fund | |||||||||||||
| 3411 West Diversey Avenue | Chicago | IL | 60647 | PC | To support general operations | $30,000 | |||||||
| Dakota Resource Council | |||||||||||||
| 1720 Burnt Boat Drive | Bismarck | ND | 58503 | PC | To support community-based air quality monitoring in North Dakota. | $45,000 | |||||||
| Dakota Rural Action | |||||||||||||
| PO Box 549 | Brookings | SD | 57006 | PC | To support general operations | $100,000 | |||||||
| Dalhousie University | |||||||||||||
| PO Box 850 | New York | NY | 10116 | PC | To support the CDL Oceans Accelerator | $150,000 | |||||||
| Definition Theatre Company | |||||||||||||
| PO Box 378077 | Chicago | IL | 60615 | PC | To support the Definition Incubator. | $50,000 | |||||||
| Department of Public Transformation | |||||||||||||
| 726 Prentice Street | Granite Falls | MN | 56241 | PC | To support the Ignite Rural 2023 program | $165,000 | |||||||
| Design Museum of Chicago | |||||||||||||
| 72 East Randolph Street | Chicago | IL | 60601 | PC | to support the Design Museum of Chicago's 2023 Sustainability Initiative | $100,000 | |||||||
| Digital Harbor Foundation | |||||||||||||
| 1045 Light Street | Baltimore | MD | 21230 | PC | To support efforts to document feasibility and viability of achieving cost and price parity for alternative proteins versus current animal-based products. | $315,790 | |||||||
| Downeast Institute for Applied Marine Research and Education Inc | |||||||||||||
| 39 Wildflower Lane PO Box 83 | Beals | ME | 04611 | PC | To support a hybrid public/private business model to demonstrate the potential return on investment of a successful soft-shell clam farming venture. | $95,738 | |||||||
| Earth Charter Indiana | |||||||||||||
| 1100 West 42nd Street Ste 220d | Indianapolis | IN | 46208 | PC | To educate, engage, and mobilize the Spanish speaking population on climate and environmental justice in Indiana | $25,000 | |||||||
| Earth Charter Indiana | |||||||||||||
| 1100 West 42nd Street Ste 220d | Indianapolis | IN | 46208 | PC | To support general operations | $1,000 | |||||||
| Earth Charter Indiana | |||||||||||||
| 1100 West 42nd Street Ste 220d | Indianapolis | IN | 46208 | PC | To educate, engage, and mobilize the Spanish speaking population on climate and environmental justice in Indiana | $75,000 | |||||||
| Ecology Center | |||||||||||||
| 339 East Liberty Street | Ann Arbor | MI | 48104 | PC | To support general operations | $300,000 | |||||||
| Ecotrust | |||||||||||||
| 721 NW 9th Ave | Portland | OR | 97209 | PC | to support Ecotrust's internal JEDI efforts | $15,000 | |||||||
| Ecotrust | |||||||||||||
| 721 NW 9th Ave | Portland | OR | 97209 | PC | Support Coastal Aquaculture Collaboration Retreat | $15,912 | |||||||
| Ecotrust | |||||||||||||
| 721 NW 9th Ave | Portland | OR | 97209 | PC | To support Ecotrust's participation in the Oregon Coastal Aquaculture Collaborative. | $250,172 | |||||||
| EcoWorks | |||||||||||||
| 22400 West Seven Mile Road | Detroit | MI | 48219 | PC | To support programs and advocacy related to building electrification and efficiency in Michigan to promote more conservation and eliminating disproportionate energy burdens for low-income residents | $250,000 | |||||||
| Elakha Alliance | |||||||||||||
| PO Box 704 | Siletz | OR | 97380 | PC | To support fisheries stakeholder engagement in preparation for sea otter reintroduction | $75,000 | |||||||
| Elevate Energy | |||||||||||||
| 322 South Green Street Ste 300 | Chicago | IL | 60607 | PC | To support the Justice40 Accelerator's Midwest cohort and expand Elevate's Illinois workforce training and development programs | $1,000,000 | |||||||
| Elite Youth Tour | |||||||||||||
| 2917 South Hillock Avenue | Chicago | IL | 60608 | PC | To support general operations | $5,000 | |||||||
| Environmental Law and Policy Center of the Midwest | |||||||||||||
| 35 East Wacker Drive Suite 1600 | Chicago | IL | 60601 | PC | To advance solar energy through legal and regulatory initiatives across the Midwest | $350,000 | |||||||
| Environmental Working Group | |||||||||||||
| 1436 U St NW Ste 100 | Washington | DC | 20009 | PC | To support general operations | $250,000 | |||||||
| Equity Arts | |||||||||||||
| 1550 North Milwaukee Avenue | Chicago | IL | 60622 | PC | To support Equity Arts for planning, capacity building, and fundraising towards the purchase and capital improvements of 1542-1550 N Milwaukee Ave. | $250,000 | |||||||
| Equity Legal Services | |||||||||||||
| 10220 Lincoln Trail | Fairview Heights | IL | 62208 | PC | To grow the capacity of Equity Legal Service's litigation and program support of frontline communities in Southern IL. | $150,000 | |||||||
| Everyday People for Change Inc | |||||||||||||
| PO Box 388 | Mobile | AL | 36601 | PC | to support the launch and establishment of Runway's suite of services in Chicago | $435,000 | |||||||
| Experimental Sound Studio | |||||||||||||
| 5925 North Ravenswood Avenue | Chicago | IL | 60660 | PC | to support the Wild Yams Artist Residency through a reflection and review period in 2024, and a renewal launch in 2025 | $55,000 | |||||||
| Faith in Indiana | |||||||||||||
| 212 West 10th Street Suite F175 | Indianapolis | IN | 46202 | PC | To organize low-income and BIPOC communities and build a base of support to address toxic pollution in Northwest Indiana | $150,000 | |||||||
| Faith in Place | |||||||||||||
| 1100 East 55th Street | Chicago | IL | 60615 | PC | To support the growth of Faith in Place's organizing of EJ communities in Indiana | $125,000 | |||||||
| Families Anchored in Total Harmony Inc | |||||||||||||
| 201 East 5th Avenue | Gary | IN | 46402 | PC | To support a community owned micro grid in Gary, IN | $150,000 | |||||||
| Faunalytics | |||||||||||||
| PO Box 6476 | San Diego | CA | 98507 | PC | Support JEDI work throughout the organization | $15,000 | |||||||
| Faunalytics | |||||||||||||
| PO Box 6476 | San Diego | CA | 98507 | PC | Support for Faunalytics 2024 research agenda | $100,000 | |||||||
| Fidelity Investments Charitable Gift Fund | |||||||||||||
| 200 Seaport Boulevard | Boston | MA | 02210 | PC | TO SUPPORT THE CHARITABLE MATCH PROGRAM OF BUILDERS INITIATIVE. | $346,060 | |||||||
| Figueroa Wu Family Foundation | |||||||||||||
| 2124 S Ashland Ave | Chicago | IL | 60608 | PC | To support the Pilsen Food Pantry. | $61,000 | |||||||
| Florida Atlantic University Foundation Inc | |||||||||||||
| 777 Glades Rd | Boca Raton | FL | 33431 | PC | To support community-based queen conch aquaculture development on Grand Bahama | $877,971 | |||||||
| Food Animal Concerns Trust | |||||||||||||
| 3525 W Peterson STE 213 | Chicago | IL | 60659 | PC | to support keep antibiotics working | $150,000 | |||||||
| Food Empowerment Project | |||||||||||||
| PO Box 13425 | San Luis Obispo | CA | 93406 | PC | To support their JEDI learning efforts | $15,000 | |||||||
| Food Empowerment Project | |||||||||||||
| PO Box 13425 | San Luis Obispo | CA | 94306 | PC | To help F.E.P. with the expense of transitioning from a hierarchical organization to one with distributed leadership. | $30,000 | |||||||
| Food Works | |||||||||||||
| PO Box 3855 | Carbondale | IL | 62902 | PC | To support the Community Mobile Farmers Market | $258,700 | |||||||
| FoodCorps Inc | |||||||||||||
| 1140 Southeast 7th Avenue | New York | NY | 97214 | PC | To support a planning grant for expansion into the 3I States | $50,150 | |||||||
| ForeFront | |||||||||||||
| 208 S LaSalle Suite 1540 | Chicago | IL | 60604 | PC | To support the regranting efforts of the Chicago Region Food System Fund | $3,000,000 | |||||||
| ForeFront | |||||||||||||
| 208 S LaSalle Suite 1540 | Chicago | IL | 60604 | PC | To support Fresh Taste | $60,000 | |||||||
| ForeFront | |||||||||||||
| 208 S LaSalle Suite 1540 | Chicago | IL | 60604 | PC | This grant is to support Year 2 and 3 of North Lawndale Fresh, a fund within Grantee's Fresh Taste project | $700,000 | |||||||
| ForeFront | |||||||||||||
| 208 S LaSalle Suite 1540 | Chicago | IL | 60604 | PC | To support general operations | $25,000 | |||||||
| FracTracker Alliance | |||||||||||||
| 216 Franklin Street | Johnstown | PA | 15901 | PC | To make research and analysis on EJ impacts of fossil fuel extraction readily available to Midwest communities | $100,000 | |||||||
| Fresh Energy | |||||||||||||
| 408 Saint Peter Street | Saint Paul | MN | 55102 | PC | To support the expansion of the Midwest Building Decarbonization Coalition. | $250,000 | |||||||
| Freshgrass Public Foundation | |||||||||||||
| 1675 48th Avenue | San Francisco | CA | 94122 | PC | To support Little Amal's US Walk | $290,000 | |||||||
| Friends of the Chicago River | |||||||||||||
| 121 West Wacker Drive | Chicago | IL | 60601 | PC | To support general operations | $25,000 | |||||||
| Gardeneers | |||||||||||||
| 3414 W Roosevelt Rd Unit 2 | Chicago | IL | 60624 | PC | To support the expansion of the grow your groceries programming into the Austin neighborhood of Chicago | $67,200 | |||||||
| Gary Comer Youth Center | |||||||||||||
| 7200 S INGLESIDE AVE | Chicago | IL | 60619 | PC | To support Gary Comer Youth Center's Produce Pathways urban agriculture program | $250,000 | |||||||
| Global Philanthropy Partnership | |||||||||||||
| 2440 N LAKEVIEW AVE | CHICAGO | IL | 60614 | PC | To support the Equitable Transportation Fund's grant making in the Midwest. | $250,000 | |||||||
| Golden Hills Resource Conservation and Development Area | |||||||||||||
| 712 South Hwy St PO BOX 18 | Oakland | IA | 51560 | PC | To support local food access, space for local food entrepreneurs, free educational programming on cooking, healthy eating, food processing and more. | $75,000 | |||||||
| Good Food Institute | |||||||||||||
| PO Box 96503 | Washington | DC | 20090 | PC | To support general operations | $250,000 | |||||||
| Gray Matter Experience | |||||||||||||
| 20 North Upper Wacker Drive | Chicago | IL | 60606 | PC | To support general operations | $100,000 | |||||||
| Greater Chicago Food Depository | |||||||||||||
| 4100 W ANN LURIE PLACE | Chicago | IL | 60632 | PC | To support the creation of the Benefits Outreach Center of Expertise | $261,414 | |||||||
| Greenprint Partners | |||||||||||||
| 17 N State Street Suite 1400 | Chicago | IL | 60602 | NC | To support the deployment of green infrastructure solutions to flooding in Milwaukee frontline communities. | $250,000 | |||||||
| Grist | |||||||||||||
| 1201 Western Avenue | Seattle | WA | 98101 | PC | To support the continued growth of Grist's Midwest climate and environmental justice reporting. | $150,000 | |||||||
| Groundswell Inc | |||||||||||||
| 80 M Street Southeast C/O WeWork | Washington | DC | 20003 | PC | To support the development of Community Resilience Hubs in Chicago's south suburbs. | $150,000 | |||||||
| Grow Greater Englewood | |||||||||||||
| 6533 S Stewart Ave | Chicago | IL | 60621 | PC | To support general operations | $380,000 | |||||||
| Growing Home Inc | |||||||||||||
| 825 W 69th Street 2nd Floor | Chicago | IL | 60621 | PC | To support food distribution and community building in Englewood | $150,000 | |||||||
| Guided Discoveries Inc | |||||||||||||
| 27282 Calle Arroyo | San Juan Capistrano | CA | 92675 | PC | Support kelp restoration on Catalina Island | $200,178 | |||||||
| Guided Discoveries Inc | |||||||||||||
| 27282 Calle Arroyo | San Juan Capistrano | CA | 92675 | PC | To support CIMI's internal JEDI efforts. | $15,000 | |||||||
| Gulf and Caribbean Fisheries Institute (GCFI) | |||||||||||||
| 2796 Overseas Highway STE 119 | Marathon | FL | 33050 | PC | Provide support for the organization of the 2023 GCFI conference. | $99,990 | |||||||
| Gulf of Maine Research Institute | |||||||||||||
| 350 Commercial Street | Portland | ME | 04101 | PC | To support general operations | $5,000 | |||||||
| Healing to Action NFP | |||||||||||||
| 332 South Michigan Avenue SUITE 103 | Chicago | IL | 60604 | PC | To support general operations | $40,000 | 2/H696 | ||||||
| Health Care Without Harm | |||||||||||||
| 12355 Sunrise Valley Drive Suite 68 | Reston | VA | 20191 | PC | To support HCWH's Plant-Forward Futures which creates a comprehensive approach to reduce the demand for animal proteins from the health care sector and ensure that education and messaging around the health benefits associated with plant-based eating and sustainable food. | $300,000 | |||||||
| Hoosier Action Resource Center | |||||||||||||
| 931 State Street | New Albany | IN | 47150 | PC | To support general operations | $200,000 | |||||||
| Hoosier Environmental Council | |||||||||||||
| 3951 North Meridian Street | Indianapolis | IN | 46208 | PC | To support Gary Advocates for Responsible Development | $50,000 | |||||||
| HOPE Village Revitalization AKA Focus Hope Revitalization | |||||||||||||
| 14030 La Salle Boulevard | Detroit | MI | 48238 | PC | To provide predevelopment finance and design support to transform three vacant apartment buildings into highly sustainable, deeply affordable housing in Detroit. | $121,000 | |||||||
| HOPE Village Revitalization AKA Focus Hope Revitalization | |||||||||||||
| 14030 La Salle Boulevard | Detroit | MI | 48238 | PC | To support general operations | $5,000 | |||||||
| Hubbs Seaworld Research Institute | |||||||||||||
| 2595 Ingraham Street | San Diego | CA | 92109 | PC | To advance restorative aquaculture opportunities in San Diego County | $400,000 | |||||||
| Humane America Animal Foundation | |||||||||||||
| 310 North Indian Hill Boulevard 80 | Claremont | CA | 91711 | PC | Support to Farmed Animal Funders | $50,000 | |||||||
| Hurricane Island Foundation | |||||||||||||
| PO Box 1280 | Rockland | ME | 04841 | PC | To support research on climate change, aquaculture, fisheries biology and fisheries management in Penobscot Bay. | $125,000 | |||||||
| Hyde Park Art Center | |||||||||||||
| 5020 S Cornell Ave | Chicago | IL | 60615 | PC | To support the Artist Run Chicago Fund | $164,000 | |||||||
| Ideagarden Institute Incorporated | |||||||||||||
| 4015 Westside Rd | Healdsburg | CA | 95448 | PC | To support general operations | $100,000 | |||||||
| Illinois Environmental Council Education Fund | |||||||||||||
| 520 East Capitol Avenue | Springfield | IL | 62701 | PC | To advance environmental justice in Lake County, IL by supporting the hiring of staff focused on these efforts | $250,000 | |||||||
| Illinois Environmental Council Education Fund | |||||||||||||
| 520 East Capitol Avenue | Springfield | IL | 62701 | PC | To support IEC's fiscal sponsorship services to frontline EJ organizations across Illinois | $100,000 | |||||||
| Indy Hunger Network | |||||||||||||
| 3737 Waldemere Avenue | Indianapolis | IN | 46241 | PC | To support the Community Compass Coordinator position. | $63,540 | |||||||
| Inner-City Muslim Action Network | |||||||||||||
| 2744 W 63rd St | Chicago | IL | 60629 | PC | To support general operations | $5,000 | |||||||
| Inner-City Muslim Action Network | |||||||||||||
| 2744 W 63rd St | Chicago | IL | 60629 | PC | To support operations and programming at the Fresh Market | $500,000 | |||||||
| Institute for Local Self Reliance Inc | |||||||||||||
| 1200 18th Street Northwest | Washington | DC | 20036 | PC | To support research, analysis, and training on democratic models of energy governance. | $75,000 | |||||||
| Inter Union for Conservation of Nature & Natural Resources Utd St | |||||||||||||
| 1630 Connecticut Avenue Suite 300 | Washington | DC | 20009 | PC | To support mainstreaming and scaling business planning for coastal and marine NbS projects | $159,562 | |||||||
| Intersection for the Arts | |||||||||||||
| 1446 Market Street | San Francisco | CA | 94102 | PC | To support a professional journalism project writing about culture, community and the arts in America's Heartland for a national audience. | $75,000 | |||||||
| Island Institute | |||||||||||||
| PO Box 648 | Rockland | ME | 04841 | PC | To catalyze innovation among Maine's lobster and aquaculture supply chains and build a sustainable blue economy ecosystem that is resilient to climate change and fosters a healthy ocean. | $500,000 | |||||||
| Just Capital Foundation Inc | |||||||||||||
| 44 East 30th Street | New York | NY | 10016 | PC | To support general operations | $250,000 | |||||||
| Justice Cream Shoppe Inc | |||||||||||||
| 4300 N California Ave | Chicago | IL | 60618 | PC | To support pre-development planning. | $69,000 | |||||||
| Kindling Group | |||||||||||||
| 5501 North Clark Street | Chicago | IL | 60640 | PC | to support the E(art)H Chicago Public Art Program | $55,000 | |||||||
| Latinos Progresando | |||||||||||||
| 2724 West Cermak Road | Chicago | IL | 60608 | PC | To support Latinos Progresando's Excellerator Fund, a collaborative initiative between Latinos Progresando and the Greater Auburn Gresham Development Corporation. | $300,000 | |||||||
| LATITUDE Chicago | |||||||||||||
| 1821 West Hubbard Street Suite 207 | Chicago | IL | 60622 | PC | to support the 2023-2024 Intentional Printmaking Fellowship | $30,000 | |||||||
| Lawndale Christian Health Center | |||||||||||||
| 3860 West Ogden Ave | Chicago | IL | 60623 | PC | To support the VeggieRx program expansion | $210,000 | |||||||
| Legacy Philanthropy Works | |||||||||||||
| 521 Santa Barbara Street | Santa Barbara | CA | 93101 | PC | To Strengthen LegacyWorks Group's project with the Boca del Alamo and Punta Pescadero communities and work towards creating a community conservation model for the BCS / Gulf of California region. | $100,000 | |||||||
| Little Village Environmental Justice Organization | |||||||||||||
| 2445 S Spaulding Ave | Chicago | IL | 60623 | PC | To launch a community center in Little Village that includes a commercial kitchen, solar training facility | $500,000 | |||||||
| Little Village Environmental Justice Organization | |||||||||||||
| 2445 S Spaulding Ave | Chicago | IL | 60623 | PC | To support Chicago's frontline-led EJ/CJ organizations and their partners. | $1,000,000 | |||||||
| LT Girls Basketball Booster | |||||||||||||
| 2438 W Bradley Pl | Chicago | IL | 60618 | PC | To support general operations | $5,000 | |||||||
| Maine Coast Fishermens Association | |||||||||||||
| 93 Pleasant Street | Brunswick | ME | 04011 | PC | To support the roll-out of mental and physical health and well-being programming to Maine fishing communities and the transfer of fishing quota from The Nature Conservancy to Maine Coast Fishermens Association. | $375,000 | |||||||
| Male Mogul Initiative | |||||||||||||
| 5055 South Prairie Avenue | Chicago | IL | 60615 | PC | To support general operations | $100,000 | |||||||
| Marine Protected Area Collaborative Network | |||||||||||||
| 28295 Via Rueda | San Juan Capistrano | CA | 92675 | PC | To support Marine Protected Area Collaborative Network's internal JEDI efforts. | $15,000 | |||||||
| Marine Protected Area Collaborative Network | |||||||||||||
| 28295 Via Rueda | San Juan Capistrano | CA | 92675 | PC | Support for South Coast and San Diego Chapters of the MPA Collaborative Network | $115,000 | |||||||
| Marwen Foundation | |||||||||||||
| 833 North Orleans | Chicago | IL | 60610 | PC | to support equitable wages for Marwen teaching artists and emerging teaching artists hired to support educational programming for under resourced communities and to conduct a pay equity audit that will inform a long-term pay equity policy | $200,000 | |||||||
| Mercy for Animals | |||||||||||||
| 8033 Sunset Blvd Suite 864 | Los Angeles | CA | 90046 | PC | Support to the People's Fund | $160,000 | |||||||
| Meridian Institute | |||||||||||||
| PO Box 1829 | Dillon | CO | 80435 | PC | To support multisectoral aquaculture engagement | $500,000 | |||||||
| Meridian Institute | |||||||||||||
| PO Box 1829 | Dillon | CO | 80435 | PC | Supporting the Iniciativa de Mares y Costas de Mexico (IMCM) in their effort to catalyze existing opportunities to foster protection and restoration of coastal and marine resources | $94,052 | |||||||
| Michigan Saves | |||||||||||||
| 230 N Washington Square Suite 300 | Lansing | MI | 48933 | PC | To support the development of the organizational infrastructure and launch of a new green financing entity in Indiana, the Indiana Energy Independence Fund. | $250,000 | |||||||
| Midwest Environmental Advocates Inc | |||||||||||||
| 551 W Main St | Madison | WI | 53703 | PC | to strengthen CAFO permitting in Wisconsin | $100,000 | |||||||
| Midwest Tribal Energy Resources Association Inc | |||||||||||||
| 3136 West Kilbourn Avenue | Milwaukee | WI | 53208 | PC | To support general operations | $50,000 | |||||||
| Milwaukee Water Commons Inc | |||||||||||||
| 1836 West Fond Du Lac Avenue | Milwaukee | WI | 53205 | PC | To support general operations | $250,000 | |||||||
| Minorities in Agriculture Natural Resources & Related Sci (MANRRS) | |||||||||||||
| PO Box 767726 | Roswell | GA | 30076 | PC | To support general operations | $30,000 | |||||||
| Mission Edge San Diego | |||||||||||||
| 2820 Roosevelt Road | San Diego | CA | 92106 | PC | To support leveraging the power of renewable energy as a means to diminish poverty, mitigate climate change, and promote a self-determined restoration of sovereignty and hope in indigenous communities. | $250,000 | |||||||
| Mission Edge San Diego | |||||||||||||
| 2820 Roosevelt Road | San Diego | CA | 92106 | PC | To support general operations | $5,000 | |||||||
| Mission Investors Exchange | |||||||||||||
| 105 West 86th Street 358 | New York | NY | 10024 | PC | To support general operations | $50,000 | |||||||
| Mission Investors Exchange | |||||||||||||
| 105 West 86th Street 358 | New York | NY | 10024 | PC | To create a database for new board and investment committee members | $900,000 | |||||||
| Multiplier | |||||||||||||
| 548 Market Street PMB 81178 | San Francisco | CA | 94104 | PC | To support Grantee's project AZUL (the Project) in building a Latinx movement for ocean conservation, ocean justice, and climate policy issues | $250,000 | |||||||
| Multiplier | |||||||||||||
| 548 Market Street PMB 81178 | San Francisco | CA | 94104 | PC | To support general operations | $141,000 | |||||||
| Multiplier | |||||||||||||
| 548 Market Street PMB 81178 | San Francisco | CA | 94104 | PC | To support Intertidal Agency in developing ocean data trusts as a way to increase ocean data sharing and unlock data across public and private sources. | $100,000 | |||||||
| Museum of Contemporary Art (MCA) | |||||||||||||
| 220 East Chicago Avenue | Chicago | IL | 60611 | PC | To support general operations | $100,000 | |||||||
| National Assembly of State Arts Agencies | |||||||||||||
| 1200 18th Street Northwest | Washington | DC | 20036 | PC | to support The White House and the National Endowment for the Arts' Summit on Integrating Arts and Culture in Civic Infrastructure for Healthy, Equitable Communities | $100,000 | |||||||
| National Public Housing Museum | |||||||||||||
| 625 N KINGSBURY ST | Chicago | IL | 60654 | PC | to support the build-out of the new NPHM building, particularly for arts related spaces, and provide programming support for the Entrepreneurship Hub. | $125,000 | |||||||
| National Runaway Switchboard | |||||||||||||
| 3141 B N Lincoln Ave | Chicago | IL | 60657 | PC | To support general operations | $5,000 | |||||||
| Natural Resources Defense Council Inc | |||||||||||||
| 40 West 20th Street | New York | NY | 10011 | PC | To support clean energy and environmental justice programs in the Midwest. | $250,000 | |||||||
| Neighborhood Funders Group | |||||||||||||
| 548 Market Street | San Francisco | CA | 94104 | PC | To support NFG's efforts to organize funders and increase philanthropic investments for grassroots power building through NFG programs | $75,000 | |||||||
| NeighborSpace | |||||||||||||
| 445 N Sacramento Blvd Suite 204 | Chicago | IL | 60612 | PC | To support general operations | $100,000 | |||||||
| New Roots Institute (formerly Factory Farming Awareness Coalition) | |||||||||||||
| 1569 Solano Ave 518 | Berkeley | CA | 84707 | PC | To support general operations | $150,000 | |||||||
| New Venture Fund | |||||||||||||
| 1201 Connecticut Ave NW Suite 300 | Washington | DC | 20036 | PC | To support the U.S. Impact Investing Alliance's "ESG Rapid Response Fund" | $300,000 | |||||||
| No Kid Hungry by Share Our Strength | |||||||||||||
| 1030 15th Street Northwest Suite 11 | Washington | DC | 20005 | PC | To support a program to implement Summer EBT with Illinois DHS | $500,000 | 00 W | ||||||
| Northwest Side Housing Center dba Northwest Center | |||||||||||||
| 5233 West Diversey Avenue | Chicago | IL | 60639 | PC | To support general operations | $100,000 | |||||||
| Nos Noroeste Sustentable AC | |||||||||||||
| PC | To support the work of NOS in contributing to the spatial management of the Bay of La Paz and supporting a sustainable, women-led oyster aquaculture business. | $150,000 | 23090 Calle Sinaloa | La Paz | MX | NONE | 23060 | ||||||
| Oak Park River Forest Community Foundation | |||||||||||||
| 1049 Lake Street Suite 204 | Oak Park | IL | 60301 | PC | To support general operations | $30,000 | |||||||
| Ocean Foundation | |||||||||||||
| 1320 19th Street Northwest | Washington | DC | 20036 | PC | To support the continued education of key policymakers and stakeholders on the value of Blue Economy Clusters in reversing the trend of destruction of ocean environments around the world. | $202,222 | |||||||
| Ocean Foundation | |||||||||||||
| 1320 19th Street Northwest | Washington | DC | 20036 | PC | To support the protection and restoration of kelp forests | $200,000 | |||||||
| Ocean Strategies Inc | |||||||||||||
| 1122 E Pike St 761 | Seattle | WA | 98122 | NC | To support strategic engagement and education at the state, regional, and national level of the benefits of restorative aquaculture | $355,000 | |||||||
| Oregon Coast Visitors Association | |||||||||||||
| 208 Main Avenue | Tillamook | OR | 97141 | NC | To support the Oregon Ocean Cluster Initiative to keep Oregon seafood local. | $149,950 | |||||||
| Oregon Department of State Lands | |||||||||||||
| 775 Summer St NE Suite 100 | Salem | OR | 97301 | GOV | To support fundraising and operational capacity for the Oregon Ocean Science Trust. | $140,000 | |||||||
| Oregon Shores Conservation Coalition | |||||||||||||
| PO Box 5626 | Coos Bay | OR | 97420 | PC | To support Oregon Shores' internal JEDI efforts. | $15,000 | |||||||
| Oregon Shores Conservation Coalition | |||||||||||||
| PO Box 5626 | Coos Bay | OR | 97420 | PC | To support Oregon Shores' Campaign for Oregon's Estuaries and CoastWatch program analysis. | $100,000 | |||||||
| Oregon State University | |||||||||||||
| 1600 Southwest Western Boulevard | Corvallis | OR | 97333 | GOV | To support the Oregon Coastal Aquaculture Collaborative and NexGen Fishers Program | $200,000 | |||||||
| PATH | |||||||||||||
| 2201 Westlake Avenue Suite 200 | Seattle | WA | 98121 | PC | To support general operations | $5,000 | |||||||
| Pashko | |||||||||||||
| 222 Simons Road | Ancram | NY | 12502 | NC | TO FOSTER ECONOMIC EMPOWERMENT AND JOB CREATION FOR SKILLED CRAFTSPEOPLE IN THE UNITED STATES WHOSE INDUSTRIES HAVE BEEN DECIMATED BY THE AUTOMATION AND OVERSEAS TRANSFER OF MANUFACTURING AND PRODUCTION. | $750,000 | |||||||
| Pbfa Research and Education Fund Inc | |||||||||||||
| 4 Embarcadero Center 1400 | San Francisco | CA | 94111 | PC | to support the Sustainable Sourcing Initiative | $350,000 | |||||||
| People for Community Recovery | |||||||||||||
| 13330 South Corliss Avenue | Riverdale | IL | 60827 | PC | To support general operations | $6,000 | |||||||
| People's Solar Energy Fund | |||||||||||||
| 296 Nonotuck Street | Northampton | MA | 01062 | PC | To support the growth of community-owned solar in the Midwest. | $250,000 | |||||||
| Pfleger Institute of Environmental Research (PIER) | |||||||||||||
| 315 Harbor Drive South Suite B | Oceanside | CA | 92054 | POF | To support the expansion of sustainable domestic fishing opportunities for swordfish. | $199,819 | |||||||
| Plant Chicago NFP | |||||||||||||
| 4459 S Marshfield Ave | Chicago | IL | 60609 | PC | To support general operations | $155,500 | |||||||
| Practical Farmers of Iowa (PFI) | |||||||||||||
| 1615 Golden Aspen Dr Suite 101 | Ames | IA | 50010 | PC | To support PFI to maximize impact of RFSP and LFPA in Iowa | $170,700 | |||||||
| Prison and Neighborhood Arts-Education Project | |||||||||||||
| 800 West Buena Avenue | Chicago | IL | 60613 | PC | To support Walls Turned Sideway, a gallery and community space dedicated to artists and communities impacted by incarceration | $125,000 | |||||||
| Pronatura Noroeste | |||||||||||||
| PC | To consolidate Pronatura Noroestes ongoing interventions in Baja California Sur, and kickstart two site initiatives that will foster coastal and marine sustainable development. | $100,000 | 60 Calle Decima | Ensenada | MX | 22800 | |||||||
| Public Media Institute | |||||||||||||
| 960 W 31st St | Chicago | IL | 60608 | PC | To support the growth and development of MdW, a coalition of artist-run spaces serving the midwest. | $610,000 | |||||||
| Puget Sound Restoration Fund | |||||||||||||
| 8001 Northeast Day Road West Ste B | Bainbridge Island | WA | 98110 | PC | To support restorative aquaculture and climate resiliency innovations for the coastal communities of Puget Sound. | $99,960 | |||||||
| Puget Sound Restoration Fund | |||||||||||||
| 8001 Northeast Day Road West Ste B | Bainbridge Island | WA | 98110 | PC | To expand Olympia oyster, pinto abalone, and bull kelp restoration in Puget Sound | $560,000 | |||||||
| Quad City Arts | |||||||||||||
| 1715 2nd Ave | Rock Island | IL | 61201 | PC | To support intermediaries that support creatives in rural places in the 12-state region | $105,000 | |||||||
| Racing Magpie | |||||||||||||
| 801 East Saint Andrew Street | Rapid City | SD | 57701 | PC | To support general operations | $100,000 | |||||||
| Racing Magpie | |||||||||||||
| 801 East Saint Andrew Street | Rapid City | SD | 57701 | PC | To support the convening of Waterers Assembly Members, Giftees, and possible future funders | $30,000 | |||||||
| RAND Corporation | |||||||||||||
| 1776 Main St PO Box 2138 | Santa Monica | CA | 90401 | PC | To provide one-time support to RAND Corporation's to develop the equity module of its in-progress comprehensive federal budget model as part of the Capitalism 2.0 strategic inquiry | $194,982 | |||||||
| Reader Institute for Community Journalism | |||||||||||||
| 2930 South Michigan Avenue | Chicago | IL | 60616 | PC | To support general operations | $150,000 | |||||||
| Red de Observadores Ciudadanos AC | |||||||||||||
| PC | To support waterkeeper for Strengthening fisheries monitoring on the East Coast of Baja California Sur, Agua Verde to Boca del Alamo | $112,891 | 3745 Aquiles Serdn 3745 | La Paz | MX | Col Pueblo Nuevo | |||||||
| Reducetarian Foundation Inc | |||||||||||||
| 8023 Beverly Boulevard Ste 1 314 | Los Angeles | CA | 90048 | PC | support for Reducetarian's fellowship and annual conference | $150,000 | |||||||
| Reef Fish Conservation and Education Foundation Inc | |||||||||||||
| 1902 Wharf Road | Galveston | TX | 77550 | PC | To support participation in the establishment of the National Future Fishermen Coalition to bolster coastal and ocean ecosystems by galvanizing the next generation of commercial fishery leaders | $155,832 | |||||||
| Regents of the University of California at San Diego | |||||||||||||
| 9500 Gilman Drive | La Jolla | CA | 92093 | PC | To support the culinary seaweed development | $202,085 | |||||||
| Regents of the University of California at San Diego | |||||||||||||
| 9500 Gilman Drive | La Jolla | CA | 92093 | PC | To support a project that will collect, isolate and identify strains of Asparagopsis taxiformis in southern CA and potentially Baja Mexico and investigate the conditions for future growth . | $249,912 | |||||||
| Regents of the University of California at San Diego | |||||||||||||
| 9500 Gilman Drive | La Jolla | CA | 92093 | PC | To support Scripp's monitoring of rocky reefs in the Gulf of California | $50,000 | |||||||
| Regents of the University of California at San Diego | |||||||||||||
| 9500 Gilman Drive | La Jolla | CA | 92093 | PC | To support Grantee's research to better understand the mechanisms of coral adaptation which can be applied in the context of conservation and restoration efforts. | $301,359 | |||||||
| Regents of the University of Michigan | |||||||||||||
| 500 South State Street | Ann Arbor | MI | 48109 | PC | To support the launch of the Climate Justice Movement Catalyst fellowship program | $750,000 | |||||||
| Relief Foundation Inc | |||||||||||||
| 312 River Road | Gladwyne | PA | 19035 | PC | To support emerging natural food and product companies in the Chicago region | $40,000 | |||||||
| Resident Association of Greater Englewood | |||||||||||||
| 6620 South Union Avenue | Chicago | IL | 60621 | PC | To support general operations | $155,000 | |||||||
| Resources Legacy Fund | |||||||||||||
| 555 Capitol Mall | Sacramento | CA | 95814 | PC | To support equitable implementation of the California Plastic Producer Responsibility Act | $100,000 | |||||||
| Rewild | |||||||||||||
| PO Box 129 | Austin | TX | 78767 | PC | To support Bahamas Protected Areas Fund's work for alternative funding sources for Bahamas MPAs | $265,000 | |||||||
| Rockefeller Philanthropy Advisors | |||||||||||||
| 90 Church Street | New York | NY | 10036 | PC | To provide technical assistance, policy expertise, and financial support to Midwest communities transitioning away from a dependence on fossil fuel extraction. | $500,000 | |||||||
| Rockefeller Philanthropy Advisors | |||||||||||||
| 90 Church Street | New York | NY | 10036 | PC | To coordinate climate-first donors to have a bigger impact on reducing greenhouse gas (GHG) emissions and improving water outcomes in American agriculture | $5,000,000 | |||||||
| Rogue Climate | |||||||||||||
| PO Box 1980 | Phoenix | OR | 97535 | PC | To ensure robust community engagement in critical issues impacting the Coos Bay estuary | $135,000 | |||||||
| Roots & Culture Contemporary Artcenter | |||||||||||||
| 1034 N Milwaukee Ave | Chicago | IL | 60642 | PC | To support capacity building for roots and culture contemporary artcenter. | $50,000 | |||||||
| San Diego Audubon Society | |||||||||||||
| 4010 Morena Boulevard Ste 100 | San Diego | CA | 92117 | PC | To support the ReWild Mission Bay campaign to enhance and restore natural wetlands for cleaner water, climate resiliency, carbon sequestration, and improved public access. | $347,300 | |||||||
| San Diego Food System Alliance | |||||||||||||
| 845 15th Street Suite 103 Office 3 | San Diego | CA | 92101 | PC | To support the development and implementation of the Local Food Economy Lab and tailored business services to support local seafood in San Diego. | $217,150 | |||||||
| San Diego Unified Port District | |||||||||||||
| 3165 Pacific Highway | San Diego | CA | 92101 | GOV | To support Eelgrass Blue Carbon research | $250,000 | |||||||
| Santa Monica Community College District | |||||||||||||
| 1900 Pico Boulevard | Santa Monica | CA | 90405 | GOV | To develop and launch an Aquaculture Certificate Program to help to train the emerging aquaculture workforce in Southern California. | $175,000 | |||||||
| Save the Waves Coalition | |||||||||||||
| 849 Almar Avenue Suite C 163 | Santa Cruz | CA | 95060 | PC | To support general operations | $5,000 | |||||||
| SECORE International Inc | |||||||||||||
| 4673 Northwest Parkway | Hilliard | OH | 43026 | PC | To support SECORE's work in sustaining coastal resilience and livelihoods of communities in the Caribbean through larval based coral restoration and enhancement. | $419,176 | |||||||
| Sentient Media | |||||||||||||
| 18 Bartol Street 1150 | San Francisco | CA | 94133 | PC | to support Animal Agriculture coverage in the Midwest and provide communication support | $100,000 | |||||||
| Serendipity Theatre Company dba 2nd Story | |||||||||||||
| 3001 West Lawrence Avenue | Chicago | IL | 60625 | PC | To provide capacity building support as 2nd Story builds a program to teach and train the Chicago nonprofit arts ecosystem about pay equity. | $80,000 | |||||||
| Shedd Aquarium Society | |||||||||||||
| 1200 South Lake Shore Drive | Chicago | IL | 60605 | PC | To support general operations | $5,000 | |||||||
| Shedd Aquarium Society | |||||||||||||
| 1200 South Lake Shore Drive | Chicago | IL | 60605 | PC | To formalize collaborative partnerships with Bahamian academic institutions and non-governmental environmental organizations to help address the biodiversity conservation management needs. | $42,768 | |||||||
| SmartFish Rescate de Valor | |||||||||||||
| PC | To scale-up Grantee's value rescue model implementation in Baja California Sur, using markets to drive economic, social and environmental improvements in small-scale fisheries | $750,000 | General Manuel Mrquez de Len 2395 | La Paz | MX | ||||||||
| Social and Environmental Entrepreneurs | |||||||||||||
| 23564 Calabasas Road Suite 201 | Calabasas | CA | 91302 | PC | To support the 4th Annual Strategic Convening on Energy Democracy | $40,000 | |||||||
| Social Good Fund | |||||||||||||
| 12651 San Pablo Ave 5473 | Richmond | CA | 94805 | PC | to support the implementation of Design Trust Chicago's Sustainable Business and Revenue Plan during its pilot phase and ensure the continuance of the organization's core programs and operational activities during the transitional period. | $100,000 | |||||||
| Socially Responsible Agricultural Project Inc | |||||||||||||
| 249 Liberty Street Northeast Suite | Salem | OR | 97301 | PC | To support JEDL learning for their Training of Trainers (ToT) model | $15,000 | |||||||
| Sociedad de Historia Natural Niparaja AC | |||||||||||||
| PC | To support Niparaja's Marine Conservation and Sustainable Fisheries programs | $175,000 | Av Revolucin de 1910 430 | La Paz | MX | Colonia Esterito CP 23020 | |||||||
| Sola Gratia Farm | |||||||||||||
| 2200 Philo Road | Urbana | IL | 61802 | PC | To support the Sola Gratia Farm expansion | $100,000 | |||||||
| South East Chicago Commission | |||||||||||||
| 1511 East 53rd Street | Chicago | IL | 60615 | PC | To support general operations | $84,000 | |||||||
| South Side Community Arts Center | |||||||||||||
| 3831 S Michigan Ave | Chicago | IL | 60653 | PC | To support hiring a membership/programs manager and boost artists and exhibition programming. | $90,000 | |||||||
| Southeast Environmental Task Force | |||||||||||||
| 13300 S Baltimore Ave | Chicago | IL | 60633 | PC | To support general operations | $15,000 | |||||||
| Southernmost Illinois Delta Region Empowerment Zone | |||||||||||||
| 330 Enterprise Ln | Mounds | IL | 62964 | PC | To support Rise Community Market | $245,000 | |||||||
| Southwest Wetlands Interpretive Association | |||||||||||||
| PO Box 575 | Imperial Beach | CA | 91932 | PC | To support building collaborative capacity in a tri-national watershed | $227,500 | |||||||
| Spay Arkansas Inc | |||||||||||||
| 1909 West Huntsville Ave | Springdale | AR | 72762 | PC | To support general operations | $100,000 | |||||||
| Springboard for the Arts | |||||||||||||
| 262 University Ave W | St Paul | MN | 55103 | PC | To launch the Rural Regenerators Fellowship and lay the groundwork for Fergus Falls to become the home for the Center for Rural Creativity and Regeneration | $375,000 | |||||||
| Star Farm Chicago | |||||||||||||
| 934 West 50th Place | Chicago | IL | 60609 | PC | To support general operations | $75,000 | |||||||
| Steppenwolf Theatre Co | |||||||||||||
| 1650 North Halsted Street | Chicago | IL | 60614 | PC | To support general operations | $100,000 | |||||||
| Stronger America Through Seafood Inc (SATS) | |||||||||||||
| 1209 Orange Street | Wilmington | DE | 19801 | NC | To develop and execute an aquaculture media strategy based upon the creation and broad distribution of educational materials that constitute nonpartisan analysis, study, or research | $130,000 | |||||||
| Sunrise County Economic Council | |||||||||||||
| 7 Ames Way | Machias | ME | 04654 | PC | To restore the productivity and resilience of Half Moon Cove, a key coastal ecosystem that once provided sustenance and spiritual services to the Passamaquoddy tribe. | $57,150 | |||||||
| Surfrider Foundation | |||||||||||||
| 942 Calle Negocio | San Clemente | CA | 92673 | PC | To support the San Onofre Living Shorelines project | $97,000 | |||||||
| Surfrider Foundation | |||||||||||||
| 942 Calle Negocio | San Clemente | CA | 92673 | PC | To support coastal resilience and ocean plastics pilots in OR and WA | $189,580 | |||||||
| Sweet Water Foundation Inc | |||||||||||||
| 5749 S Perry Ave | Chicago | IL | 60621 | PC | To support general operations | $250,000 | |||||||
| TaskForce Prevention & Community Services | |||||||||||||
| 9 North Cicero Avenue | Chicago | IL | 60644 | PC | To support general operations | $100,000 | |||||||
| Teamwork Englewood | |||||||||||||
| 815 West 63rd Street | Chicago | IL | 60621 | PC | To provide teamwork Englewood support for E.G Woode | $175,000 | |||||||
| TGi Movement | |||||||||||||
| 2500 West 63rd Street | Chicago | IL | 60629 | PC | to support the operations and development of 63rd House programming, capacity, and team training | $172,240 | |||||||
| The Avalon Village Inc | |||||||||||||
| 24 Avalon Street | Highland Park | MI | 48203 | PC | To support the construction of clean energy resilience hubs in Highland Park, MI. | $250,000 | |||||||
| The Black Star Project | |||||||||||||
| 3509 South King Drive | Chicago | IL | 60653 | PC | To support general operations | $75,000 | |||||||
| The Chicago Scholars Foundation | |||||||||||||
| 247 South State Street | Chicago | IL | 60604 | PC | To support the Emerge Summer Career & Leadership Program | $6,000 | |||||||
| The Experimental Station 6100 Blackstone | |||||||||||||
| 6100 S Blackstone Avenue | Chicago | IL | 60637 | PC | To support general operations | $250,000 | |||||||
| The Firehouse Community Arts Center | |||||||||||||
| 2111 S Hamlin Avenue | Chicago | IL | 60623 | PC | To support general operations | $200,000 | |||||||
| The Food Project Association DBA FarmSTAND | |||||||||||||
| 10 Lewis Street | Lincoln | MA | 01773 | PC | To support general operations | $300,000 | |||||||
| The Franklin and Eleanor Roosevelt Institute | |||||||||||||
| 570 Lexington Avenue 5th Floor | Brooklyn | NY | 11221 | PC | To provide follow-on support to the Roosevelt Institute from Round 2 of the Cap 2.0 exploratory portfolio | $300,000 | |||||||
| The Minneapolis Foundation | |||||||||||||
| 80 South 8th Street | Minneapolis | MN | 55402 | PC | To strengthen the Midwest Environmental Justice Network's capacity and ability to support its partners in accessing federal benefits. | $500,000 | |||||||
| The Minneapolis Foundation | |||||||||||||
| 80 South 8th Street | Minneapolis | MN | 55402 | PC | To support the RE-AMP Network's collaboration with frontline organizations to advance equitable climate and clean energy policy across the Midwest. | $500,000 | |||||||
| The Minneapolis Foundation | |||||||||||||
| 80 South 8th Street | Minneapolis | MN | 55402 | PC | To build climate policy and project capacity in Midwestern environmental justice organizations through grants, technical assistance, peer learning, and program support. | $500,000 | |||||||
| The Minneapolis Foundation | |||||||||||||
| 80 South 8th Street | Minneapolis | MN | 55402 | PC | To support the Just Culture Fund that will support the health and wellbeing of staff in climate and environmental justice organizations across the Midwest | $250,000 | |||||||
| The National Museum of Puerto Rican Arts and Culture | |||||||||||||
| 3015 West Division Street | Chicago | IL | 60622 | PC | To support general operations | $100,000 | |||||||
| The Nature Conservancy | |||||||||||||
| 4245 N Fairfax Drive Suite 100 | Arlington | VA | 22203 | PC | To support restorative aquaculture science | $145,760 | |||||||
| The Nature Conservancy | |||||||||||||
| 4245 N Fairfax Drive Suite 100 | Arlington | VA | 22203 | PC | To support general operations | $500 | |||||||
| The Nature Conservancy | |||||||||||||
| 4245 N Fairfax Drive Suite 100 | Arlington | VA | 22203 | PC | To support the SOAR program | $936,560 | |||||||
| The Nature Conservancy | |||||||||||||
| 4245 N Fairfax Drive Suite 100 | Arlington | VA | 22203 | PC | To support hiring a new climate staff position that would engage in and support blue carbon ecosystem restoration projects in Maine | $168,200 | |||||||
| The Night Ministry | |||||||||||||
| 1735 North Ashland Avenue | Chicago | IL | 60622 | PC | To support general operations | $5,000 | |||||||
| The Perry Institute for Marine Science Inc | |||||||||||||
| 5356 Main Street Suite 2 | Waitsfield | VT | 05673 | PC | To expand on local efforts to develop a national framework for addressing Stony Coral Tissue Loss Disease (SCTLD) to reduce its spread and minimize its impacts. | $399,959 | |||||||
| The Perry Institute for Marine Science Inc | |||||||||||||
| 5356 Main Street Suite 2 | Waitsfield | VT | 05673 | PC | Advancing sustainable fisheries in The Bahamas by developing national-focused fisheries sustainability standards. | $109,572 | |||||||
| The Stewardship Network | |||||||||||||
| 416 Long Shore Dr | Ann Arbor | MI | 48105 | PC | To fund the completion and launch of the "Mysterious World of Bull Kelp" web story | $75,000 | |||||||
| Thunder Valley Community Development Corporation | |||||||||||||
| PO Box 290 290 Empowerment Dr | Porcupine | SD | 57772 | PC | To increase access to clean energy and strengthen resilience on the Pine Ridge Reservation. | $250,000 | |||||||
| Tides Center | |||||||||||||
| PO BOX 29907 | San Francisco | CA | 94129 | PC | To support the Renewing Sovereignty Project and cover associated costs. | $150,000 | |||||||
| Tillamook Estuaries Partnership | |||||||||||||
| 613 Commercial Street | Garibaldi | OR | 97118 | PC | To support data-sharing and adaptive management for ocean acidification and hypoxia in Tillamook Bay. | $161,000 | |||||||
| Transforming Power Fund | |||||||||||||
| 4882 Silver Oak Street | Dayton | OH | 45424 | PC | To seed and strengthen the Climate Justice Pooled Fund | $250,000 | |||||||
| Tree House Humane Society | |||||||||||||
| 7225 N Western Ave | Chicago | IL | 60645 | PC | To support general operations | $100,000 | |||||||
| U S Green Building Council-Illinois Chapter DBA Illinois Green Alliance | |||||||||||||
| 222 West Merchandise Mart Plaza | Chicago | IL | 60654 | PC | To support JEDI learnings for IGA's EDI-focused mentorship program. | $15,000 | |||||||
| U S Green Building Council-Illinois Chapter DBA Illinois Green Alliance | |||||||||||||
| 222 West Merchandise Mart Plaza | Chicago | IL | 60654 | PC | To support the Building Energy Resource Hub | $75,000 | |||||||
| U S Green Building Council-Illinois Chapter DBA Illinois Green Alliance | |||||||||||||
| 222 West Merchandise Mart Plaza | Chicago | IL | 60654 | PC | To support Illinois Green Alliance's the HUB project. | $75,000 | |||||||
| United Congregations of Metro East | |||||||||||||
| 13 Vieux Carre Drive | East St Louis | IL | 62203 | PC | To support frontline representation in the implementation of the CEJA law in the state of Illinois. | $100,000 | |||||||
| United Way of Central Indiana | |||||||||||||
| 2955 North Meridian Street ste 300 | Indianapolis | IN | 46208 | PC | To support the work of the Grantee's hosted project JumpIN to plan for and seed of a Food Fund for the City of Indianapolis | $55,000 | |||||||
| United Way of Metropolitan Chicago | |||||||||||||
| 333 South Wabash Avenue 30th Floor | Chicago | IL | 60604 | PC | To support United Way's Initiative, 211 Metro Chicago | $75,000 | |||||||
| University of California at Santa Barbara | |||||||||||||
| 3227 Cheadle Hall | Santa Barbara | CA | 93106 | PC | To support parametric fisheries insurance as a tool for conservation | $461,325 | |||||||
| University of Illinois Foundation | |||||||||||||
| 1305 W Green St | Urbana | IL | 61801 | PC | To support the State of Illinois as it pursues federal funding for clean energy and workforce programs. | $250,000 | |||||||
| University of Maine Foundation | |||||||||||||
| 2 Alumni Place | Orono | ME | 04573 | PC | To support a prototype student internship program to expand the reach of the Maine Climate Science Information Exchange | $57,748 | |||||||
| University of Maine Foundation | |||||||||||||
| 2 Alumni Place | Orono | ME | 04573 | PC | To support the development of cost effective and scalable kelp cultivation strategies for deep-water exposed growing areas | $421,500 | |||||||
| University Of Minnesota Foundation | |||||||||||||
| 200 Oak St SE | Minneapolis | MN | 55455 | PC | To support Veterinarian Module on antibiotics stewardship | $50,000 | |||||||
| University of Mississippi | |||||||||||||
| Office of Research and Sponsored Pr | University | MS | 38677 | PC | To develop a Living Database for State-Level US Marine Aquaculture Policy | $163,257 | 100 Barr Hall PO Box 1848 | ||||||
| University of Southern California | |||||||||||||
| 3551 Trousdale Parkway | Los Angeles | CA | 90015 | PC | To support Giant Kelp Research and Restoration on Catalina Island | $146,475 | |||||||
| University of Southern Mississippi Research Foundation | |||||||||||||
| 118 College Dr 8959 | Hattiesburg | MS | 39406 | SO I | To support the USM Research Foundation in establishing and growing its new Gulf Blue Accelerator program (GBA). | $275,000 | |||||||
| Urban Juncture Foundation | |||||||||||||
| 300 E 51st St | Chicago | IL | 60615 | PC | To support the Creative Incubator at The Forum. | $200,000 | |||||||
| Virginia Organizing | |||||||||||||
| 703 Concord Avenue | Charlottesville | VA | 22903 | PC | To support the Healing Justice Fund | $5,000 | |||||||
| Vote Solar | |||||||||||||
| 360 22nd Street | Oakland | CA | 94612 | PC | To provide technical expertise and policy support in aide of CEJA Implementation in IL. | $100,000 | |||||||
| Vote Solar | |||||||||||||
| 360 22nd Street | Oakland | CA | 94612 | PC | To support the development of the Clean Energy Jobs and Justice Fund. | $100,000 | |||||||
| Vote Solar | |||||||||||||
| 360 22nd Street | Oakland | CA | 94612 | PC | To provide technical expertise and policy advocacy in support of CEJA implementation in IL. | $50,000 | |||||||
| Walton Family Foundation | |||||||||||||
| PO Box 2030 | Bentonville | AR | 72712 | PF | To support Grantee's Environment Program grantmaking to move the Midwest towards a more sustainable future with more climate smart and water smart agricultural practices | $9,500,000 | |||||||
| Washington Maritime Blue | |||||||||||||
| 1900 W Nickerson St | Seattle | WA | 98119 | PC | To support operational capacity as WMB develops stronger internal capacity and structure to manage their rapid growth. | $300,000 | |||||||
| Water Foundation | |||||||||||||
| 555 Capitol Mall | Sacramento | CA | 95814 | PC | To support the Health, Climate, and Equity Convening costs | $30,000 | |||||||
| Waterkeeper Alliance Inc | |||||||||||||
| 180 Maiden Ln | New York | NY | 10038 | PC | To develop and implement a large-scale mangrove restoration effort to remediate the damage caused by Hurricane Dorian | $296,125 | |||||||
| We Want Green Too | |||||||||||||
| 3007 Pennsylvania Street | Detroit | MI | 48214 | PC | To reduce the energy burden and the resultant public health stressors in the low-income community of District 5 (48214) in Detroit, Michigan | $175,000 | |||||||
| WESPO Inc Dba California Environmental Associates | |||||||||||||
| 235 Montgomery Street Suite 950 | San Francisco | CA | 94104 | NC | To support the 2023 and 2025 editions of the Our Shared Seas ocean funding report | $100,000 | |||||||
| Wild Salmon Center | |||||||||||||
| 721 NW 9th Ave | Portland | OR | 97209 | PC | To support work to restore estuaries on the Oregon coast | $250,000 | |||||||
| WILDCOAST | |||||||||||||
| 2120 Jimmy Durante Boulevard | Del Mar | CA | 92014 | PC | To conserve 321 acres of mangroves ecosystems that store at least 40,158 tons of carbon in the Bay of La Paz, Mexico through management and restoration | $150,000 | |||||||
| WILDCOAST | |||||||||||||
| 2120 Jimmy Durante Boulevard | Del Mar | CA | 92014 | PC | To support ongoing blue carbon restoration and protection in San Diego | $330,000 | |||||||
| Windward Fund | |||||||||||||
| 1828 L Street Northwest Suite 300 | Washington | DC | 20036 | PC | To support innovative solutions to climate justice in rural communities across the Midwest. | $500,000 | |||||||
| Windward Fund | |||||||||||||
| 1828 L Street Northwest Suite 300 | Washington | DC | 20036 | PC | To support nature-based solutions to climate, health, and equity in the Western Lake Michigan basin | $250,000 | |||||||
| Windward Fund | |||||||||||||
| 1828 L Street Northwest Suite 300 | Washington | DC | 20036 | PC | To support organizations that are advancing equitable building electrification in frontline communities across the Midwest. | $500,000 | |||||||
| World Resources Institute | |||||||||||||
| 10 G Street Northeast Suite 800 | Washington | DC | 20002 | PC | To support the Cool Food Initiative to scale plant-based food consumption in the US by influencing institutions | $250,000 | |||||||
| Wormfarm Institute Incorporated | |||||||||||||
| 28 East Main St | Reedsburg | WI | 53959 | PC | To onboard new staff and bring its year-round team closer to sustainable capacity, to realize a series of "test plots" during the 2023 growing season, and to plan for the 2024 Farm/Art DTour and begin a strategic/ succession plan that will outline goals and organizational direction for the next 3 years. | $175,000 | |||||||
| Wormfarm Institute Incorporated | |||||||||||||
| 28 East Main St | Reedsburg | WI | 53959 | PC | To support rural urban flow operations | $50,000 | |||||||
| Wormfarm Institute Incorporated | |||||||||||||
| 28 East Main St | Reedsburg | WI | 53959 | PC | To support the planning and discovery phase of the Witwen Campus preservation and development in Sauk County, WI. | $80,000 | |||||||
| YMCA of Metropolitan Chicago | |||||||||||||
| 1030 W Van Buren Street | Chicago | IL | 60607 | PC | To support general operations | $25,000 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $81,706,966 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,984,198 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $482 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$85,253,806 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|---|
| Pass-through - Other Income/(Loss) | 523000 | -$163,158 | 14 | $2,698,331 | |
| Northern Trust - Other Income/(Loss) | 14 | $890,840 | |||
| Recoveries of Prior Year Grants | $1,724 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$162,676 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$44,680,437 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,724 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$44,841,389 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11c | LineNumberTxt |
| Relationship Statement | AMOUNT REPRESENTS REFUNDS OF UNUSED GRANT FUNDS TREATED AS QUALIFYING DISTRIBUTIONS IN PRIOR YEARS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (true) | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $130,000 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stronger America Through Seafood Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | To develop and execute an aquaculture media strategy based upon the creation and broad distribution of educational materials that constitute nonpartisan analysis, study, or research | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| LUKAS T WALTON | |||||||
| 1 | PO BOX 1860 | BENTONVILLE | AR | 72712 | $22,132,500 | Yes (X) | |
| LUKAS T WALTON | |||||||
| 2 | PO BOX 1860 | BENTONVILLE | AR | 72712 | $499,635,142 | Yes (X) | |
| WALTON FAMILY FOUNDATION | |||||||
| 3 | PO BOX 1860 | BENTONVILLE | AR | 72712 | $40,113,100 | Yes (X) | |
| LUKAS T WALTON | |||||||
| 4 | PO BOX 1860 | Bentonville | AR | 72712 | $2,272,427 | Yes (X) | |
| LUKAS T WALTON | |||||||
| 5 | PO BOX 1860 | Bentonville | AR | 72712 | $544,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 156,000 SHARES OF PUBLICLY TRADED SECURITIES | $22,132,500 | 2023-02-27 |
| 2 | 2,216,070 SHARES OF PUBLICLY TRADED SECURITIES | $499,635,142 | 2023-05-15 |
| 5 | 100% partnership interest in LLC | $544,000 | 2023-07-03 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $132,400 | Amt |
| Disbursements Charitable Prps | $132,400 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Loan to Taylor's Tacos - To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region that are owned or led by entrepreneurs of color in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education. | $10,000 |
| Loan to T. Loren Studio Inc - To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region that are owned or led by entrepreneurs of color in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education. | $10,000 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (26 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 548 Foundation Inc | ||||||||||||||
| 700 North Larrabee Street | Chicago | IL | 60654 | 2023-10-01 | $200,000 | To support equitable workforce development on Chicago's West Side. | $62,680 | NONE | 04/18/2024 | 2024-04-18 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. | |||
| Asociacion Mexicana de Ostricultores (AMEXO) | ||||||||||||||
| 2023-11-23 | $69,500 | To educate economically and environmentally challenged communities in the Pacific region and Sea of Cortez to engage in sustainable oyster aquaculture | $6,654 | NONE | 01/01/2024 | 2024-01-01 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. | 36 Ignacio Allende | La Paz | MX | ||||
| Bahamas Reef Environment Educational Foundation | ||||||||||||||
| 2023-11-22 | $200,363 | To support the ocean resources, biodiversity and potential for a healthy blue economy in The Bahamas | $11,929 | NONE | 03/31/2024 | 2024-03-31 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. | 11 Caves Village Professional Cent | Nassau | BF | ||||
| BISSELL Pet Foundation | ||||||||||||||
| 2345 Walker Ave NW | Grand Rapids | MI | 49544 | 2022-12-16 | $200,000 | To support the Empty the Shelters program | $100,000 | NONE | 02/03/2023, 03/06/2024 | 2024-03-26 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. | |||
| Black Figures Bookstore | ||||||||||||||
| 1355 W Chicago Ave STE A | Chicago | IL | 60642 | 2023-07-21 | $10,000 | To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region that are owned or led by entrepreneurs of color in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education. | $10,000 | NONE | 04/28/2024 | 2024-04-28 | THE BORROWER HAS PROVIDED THE FOUNDATION WITH A REPORT STATING THAT IT HAS COMPLIED WITH THE TERMS OF THE FOUNDATION'S LOAN THROUGH ITS MOST RECENT YEAR-ENDING DECEMBER 31, 2023. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY. | |||
| California State Wildlife Foundation | ||||||||||||||
| 201 University Avenue Berth H-43 | Berkeley | CA | 94710 | 2022-11-04 | $299,396 | To support and cultivate an Indigenous-led working group focused on nature-based coastal adaptation strategies in San Diego County. | $163,296 | NONE | 08/15/2023; 08/14/2024 | 2024-08-14 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. | |||
| Carbon Counts Tech PBC | ||||||||||||||
| 58A FAYERWEATHER ST | Cambridge | MA | 02138 | 2020-12-17 | $750,000 | A PROGRAM RELATED INVESTMENT (PRI) IN SAFE PREFERRED STOCK OF CARBON COUNTS TECH, PBC (COMPANY) IS BEING MADE TO ENABLE THE COMPANY TO DEVELOP AND OPERATE TOOLS TO EMPOWER AND MOTIVATE CONSUMERS TO TAKE SMALL STEPS DAILY THAT EDUCATE AND INFORM CONSUMERS OF THE ENVIRONMENTAL IMPACT OF THEIR BEHAVIOR AND SPENDING DECISIONS, AND PRACTICAL MECHANISMS AND OPPORTUNITIES FOR CONSUMERS TO MODIFY THEIR BEHAVIOR TO MEASURABLY CONTRIBUTE TO A REDUCTION IN GREENHOUSE GAS EMISSIONS, PURCHASE CARBON OFFSETS, AND BECOME CARBON NEUTRAL, ALL IN FURTHERANCE OF THE CHARITABLE PURPOSES OF COMBATTING ENVIRONMENTAL DETERIORATION AND EDUCATING THE PUBLIC. | $750,000 | NONE | 09/28/2021; 08/01/2022; 10/04/2023; 10/31/2024 | 2024-10-31 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH A LETTER STATING THAT IT HAS COMPLIED WITH THE TERMS OF THE FOUNDATION'S GRANT THROUGH ITS MOST RECENT YEAR-ENDING DECEMBER 31, 2023. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY. | |||
| Coral Vita Inc | ||||||||||||||
| 1851 Sunset Blvd | San Diego | CA | 92103 | 2020-08-04 | $1,000,000 | A PROGRAM-RELATED INVESTMENT (PRI) OF A CONVERTILE PROMISSORY NOTE IN CORAL VITA, INC. IS BEING MADE TO PROTECT, SUSTAIN AND PRESERVE THE NATURAL ENVIRONMENT BY SUPPORTING CORAL REEF RESTORATION IN TROPICAL REGIONS IN ORDER TO PROMOTE CLIMATE RESILIENCE FOR VULNERABLE COASTAL AND OCEAN ECOSYSTEMS, HABITATS AND COMMUNITIES. | $1,000,000 | NONE | 07/19/2021; 06/26/2022; 06/29/2023; 07/16/2024 | 2024-07-16 | THE BORROWER HAS PROVIDED THE FOUNDATION WITH A REPORT STATING THAT IT HAS COMPLIED WITH THE TERMS OF THE FOUNDATION'S LOAN THROUGH ITS MOST RECENT YEAR-ENDING DECEMBER 31, 2023. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY. | |||
| Dinobi Detergent LLC | ||||||||||||||
| 3442 S Prairie Avenue | Chicago | IL | 60616 | 2023-09-25 | $10,000 | To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region that are owned or led by entrepreneurs of color in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education. | $10,000 | NONE | 04/27/2024 | 2024-04-27 | THE BORROWER HAS PROVIDED THE FOUNDATION WITH A REPORT STATING THAT IT HAS COMPLIED WITH THE TERMS OF THE FOUNDATION'S LOAN THROUGH ITS MOST RECENT YEAR-ENDING DECEMBER 31, 2023. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY. | |||
| Greenprint Partners | ||||||||||||||
| 17 N State Street Suite 1400 | Chicago | IL | 60602 | 2022-06-24 | $500,000 | To support the deployment of green infrastructure solutions to flooding in Milwaukee frontline communities. | $338,060 | NONE | 02/22/2023; 03/15/2024 | 2024-03-15 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. | |||
| Ocean Strategies Inc | ||||||||||||||
| 1122 E Pike St 761 | Seattle | WA | 98122 | 2023-10-09 | $355,000 | To support strategic engagement and education at the state, regional, and national level of the benefits of restorative aquaculture | $95,250 | NONE | 03/01/2024 | 2024-03-01 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. | |||
| Ocean Strategies Inc | ||||||||||||||
| 1122 E Pike St 761 | Seattle | WA | 98122 | 2022-10-28 | $307,800 | To support strategic engagement and education at the state and national level of the benefits of restorative aquaculture | $307,800 | NONE | 03/27/2023; 03/01/2024 | 2024-03-01 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. | |||
| Oregon Coast Visitors Association | ||||||||||||||
| 208 Main Avenue | Tillamook | OR | 97141 | 2023-10-11 | $149,950 | To support the Oregon Ocean Cluster Initiative to keep Oregon seafood local. | $21,374 | NONE | 10/15/2024 | 2024-10-15 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. | |||
| Pacific Coast Shellfish Growers Association | ||||||||||||||
| 120 State Avenue Northeast | Olympia | WA | 98501 | 2021-12-10 | $400,000 | Social License for Shellfish Aquaculture in WA and OR | $322,767 | NONE | 04/01/2022, 03/23/2023, 08/28/2024 | 2024-08-28 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. | |||
| Pashko Inc | ||||||||||||||
| 222 Simons Road | Ancram | NY | 12502 | 2021-02-03 | $750,000 | A PROGRAM RELATED INVESTMENT (PRI) OF A CONVERTIBLE PROMISSORY NOTE IN PASKHO INC. IS BEING MADE TO FOSTER ECONOMIC EMPOWERMENT AND JOB CREATION FOR SKILLED CRAFTSPEOPLE IN THE UNITED STATES WHOSE INDUSTRIES HAVE BEEN DECIMATED BY THE AUTOMATION AND OVERSEAS TRANSFER OF MANUFACTURING AND PRODUCTION. | $750,000 | NONE | 08/09/2022; 11/02/2023 | 2023-11-02 | The borrower dissolved operations in 2023. The foundation has no reason to doubt that these program-related investment loan funds have been used for anything other than their intended charitable purpose. | |||
| Pfleger Institute of Environmental Research (PIER) | ||||||||||||||
| 315 Harbor Drive South Suite B | Oceanside | CA | 92054 | 2022-06-24 | $343,788 | To support the expansion of sustainable domestic fishing opportunities for swordfish. | $259,773 | NONE | 03/15/2023, 04/12/2024 | 2024-04-12 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. | |||
| Reharvest Partners II | ||||||||||||||
| 6410 Ruffin Road | Chevy Chase | MD | 20815 | 2021-12-17 | $786,992 | A program related investment (PRI) of a promissory note in Reharvest Partners II is being made to provide working capital funds to pay farmers for environmental outcomes (CO2e reduced and sequestered and reduced nitrogen and phosphorus runoff) associated with the implementation of new conservation practices. | $786,992 | NONE | 10/31/2022, 08/17/2023, 05/08/2024 | 2024-05-08 | THE BORROWER HAS PROVIDED THE FOUNDATION WITH A REPORT STATING THAT IT HAS COMPLIED WITH THE TERMS OF THE FOUNDATION'S LOAN THROUGH ITS MOST RECENT YEAR-ENDING DECEMBER 31, 2023. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY. | |||
| Stronger America Through Seafood Inc | ||||||||||||||
| 1209 Orange Street | Wilmington | DE | 19801 | 2022-02-18 | $108,000 | To support the Aquaculture Media Strategy | $108,000 | NONE | 03/23/2023, 03/27/2024 | 2024-03-27 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. | |||
| Stronger America Through Seafood Inc | ||||||||||||||
| 1209 Orange Street | Wilmington | DE | 19801 | 2023-02-24 | $130,000 | To develop and execute an aquaculture media strategy based upon the creation and broad distribution of educational materials that constitute nonpartisan analysis, study, or research | $130,000 | NONE | 03/07/2024 | 2024-03-07 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. | |||
| Taylor's Tacos | ||||||||||||||
| 1512 West Taylor Street | Chicago | IL | 60607 | 2023-01-01 | $10,000 | To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region that are owned or led by entrepreneurs of color in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education. | $10,000 | NONE | 04/27/2024 | 2024-04-27 | THE BORROWER HAS PROVIDED THE FOUNDATION WITH A REPORT STATING THAT IT HAS COMPLIED WITH THE TERMS OF THE FOUNDATION'S LOAN THROUGH ITS MOST RECENT YEAR-ENDING DECEMBER 31, 2023. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY. | |||
| The Investment Integration Project | ||||||||||||||
| 5 Union Square West | New York | NY | 10003 | 2022-12-16 | $125,000 | To provide one-time support to The Investment Integration Project as part of the Capitalism 2.0 strategic inquiry | $125,000 | NONE | 02/22/2023, 10/11/2024 | 2024-10-11 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. | |||
| T Loren Studio Inc | ||||||||||||||
| 2401 W 63rd Street | Woodridge | IL | 60517 | 2023-02-27 | $10,000 | To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region that are owned or led by entrepreneurs of color in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education. | $10,000 | NONE | 05/09/2024 | 2024-05-09 | THE BORROWER HAS PROVIDED THE FOUNDATION WITH A REPORT STATING THAT IT HAS COMPLIED WITH THE TERMS OF THE FOUNDATION'S LOAN THROUGH ITS MOST RECENT YEAR-ENDING DECEMBER 31, 2023. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY. | |||
| VegFund | ||||||||||||||
| PO BOX 60042 | Washington | DC | 20039 | 2022-09-16 | $173,000 | Support to US based Veg Fests | $173,000 | NONE | 03/16/2023, 12/03/2023 | 2023-12-03 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. | |||
| WALTON FAMILY FOUNDATION | ||||||||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | 2022-03-25 | $15,500,000 | To support Grantee's Environment Program grantmaking to move the Midwest towards a more sustainable future with more climate smart and water smart agricultural practices | $15,385,950 | NONE | 10/25/2023; 10/3/2024 | 2024-10-03 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. | |||
| WESPO INC | ||||||||||||||
| 235 Montgomery Street Suite 950 | San Francisco | CA | 94104 | 2023-08-25 | $100,000 | To support the 2023 and 2025 editions of the Our Shared Seas ocean funding report | $100,000 | NONE | 06/17/2024 | 2024-06-17 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. | |||
| WORLD ECONOMIC FORUM | ||||||||||||||
| 2022-11-30 | $350,000 | Support the Launch Phase of the 1000 Ocean Startups Lighthouse (secretariat) and the work of the Ocean Action Agenda's Accelerating Ocean Innovation impact pillar. | $350,000 | NONE | 10/03/2023, 06/24/2024 | 2024-06-20 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. | Route de la Capite | Cologny | SZ | ||||
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (20 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | How AcquiredHowAcquiredTxt |
|---|---|---|---|---|
| 156,000 SHARES OF PUBLICLY TRADED SECURITIES | $22,022,732 | $22,132,500 | -$109,768 | |
| 2,216,070 SHARES OF PUBLICLY TRADED SECURITIES | $437,427,676 | $499,635,142 | -$62,207,466 | |
| NORTHERN TRUST CASH ACCOUNT - VARIOUS STOCKS | $3,162,215 | $3,206,511 | -$44,296 | P |
| NORTHERN TRUST CASH ACCOUNT - VARIOUS STOCKS | $47,830,969 | $48,769,514 | -$938,545 | P |
| NORTHERN TRUST WORLD EX - CAPITAL GAIN DISTRIBUTIONS | $1,666 | $1,666 | P | |
| NORTHERN TRUST R1000 - CAPITAL GAIN DISTRIBUTIONS | $866 | $866 | P | |
| NORTHERN TRUST TIAA BONDS - VARIOUS STOCKS | $598,311,376 | $603,473,477 | -$5,162,101 | P |
| NORTHERN TRUST TIAA BONDS - VARIOUS STOCKS | $29,548,757 | $33,801,753 | -$4,252,996 | P |
| NORTHERN TRUST FTSE TPI - COMMON TRUST FUND DISTRIBUTIONS | $773 | $773 | P | |
| NORTHERN TRUST FTSE TPI - VARIOUS STOCKS | $161,700,965 | $156,418,689 | $5,282,276 | P |
| NORTHERN TRUST FTSE TPI - CAPITAL GAIN DISTRIBUTIONS | $30,605 | $30,605 | P | |
| NORTHERN TRUST FTSE TPI - VARIOUS STOCKS | $95,650,116 | $92,504,582 | $3,145,534 | P |
| NORTHERN TRUST RBC GLOBAL - VARIOUS STOCKS | $336,380,181 | $336,600,304 | -$220,123 | P |
| NORTHERN TRUST RBC GLOBAL - SECTION 1256 LOSS | $389,655 | -$389,655 | P | |
| NORTHERN TRUST RBC GLOBAL - SECTION 1256 LOSS | $584,482 | -$584,482 | P | |
| NORTHERN TRUST RBC GLOBAL - VARIOUS STOCKS | $6,460,439 | $6,616,174 | -$155,735 | P |
| NORTHERN TRUST CLEAN ENERGY FUND - VARIOUS STOCKS | $4,580,714 | $4,913,057 | -$332,343 | P |
| PASS-THROUGH GAIN/LOSS | $316,890 | $316,890 | P | |
| PASS-THROUGH GAIN/LOSS | $19,498,292 | -$19,498,292 | P | |
| NORTHERN TRUST TIAA BONDS - VARIOUS STOCKS | $259,376,105 | $259,512,237 | -$136,132 | P |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Publicly Traded Securities | $4,100 | $445 |
| Carbon Counts Tech PBC - Program Related Investment | $750,000 | $750,000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NT - INVESTMENT ACCOUNT | AT COST | $472,104,642 | $507,960,710 |
| NT - R1000 ACCOUNT | AT COST | $767 | $770 |
| NT - WORLD EX ACCOUNT | AT COST | $130,396 | $1,023,431 |
| NT - TIAA BONDS ACCOUNT | AT COST | $359,999,377 | $354,757,386 |
| NT - FTSE TPI | AT COST | $530,639,537 | $691,007,792 |
| NT - RBC | AT COST | $0 | $0 |
| NT - RBC Global | AT COST | $80,787,698 | $80,441,319 |
| NT - Clean Energy Fund | AT COST | $77,778,814 | $83,633,627 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land | CategoryOrItemTxt |
| Cost Or Other Basis | $570,561 | CostOrOtherBasisAmt |
| Book Value | $570,561 | BookValueAmt |
| EOYFMV | $570,561 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $93,214 | LegalFeesAmt |
| Net Investment Income | $56,795 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36,419 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| INSURANCE | $92,503 | $92,503 | |
| MISCELLANEOUS | $670 | $670 | |
| PASS-THROUGH - OTHER DEDUCTIONS | $4,205,192 | $4,205,184 | |
| Pass-through - Nondeductible Expenses | $10,364 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Northern Trust - Other income/(loss) | $890,840 | $890,840 |
| Pass-through - Other income/(loss) | $2,535,173 | $2,698,331 |
| Recoveries of Prior Year Grants | $1,724 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV of Donated LLC Interest Adjustment recorded on tax, not for books | Desc |
| Amt | $30,548 | Amt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (8 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| Coral Vita Inc - Convertible Promissory Note | ||||||||||
| Program-Related Investment | $1,000,000 | $1,000,000 | 2020-08 | 2022-08 | Following the second anniversary of the initial closing | 6.0 | None | To protect, sustain, and preserve the natural environment by supporting coral reef restoration. | Cash | $1,000,000 |
| Reharvest Partners II LLC | ||||||||||
| Program-Related Investment | $1,000,000 | $0 | 2021-12 | 2026-12 | PRINCIPAL AND INTEREST DUE AND PAYABLE AT MATURITY | 1.0 | None | TO FOSTER ENVIRONMENTAL CONSERVATION AND PROTECTION AND RURAL ECONOMIC DEVELOPMENT. | Cash | |
| Pashko | ||||||||||
| Program-Related Investment | $750,000 | $0 | 2021-02 | 2024-02 | Following the third anniversary of the initial closing | 1.0 | None | TO FOSTER ECONOMIC EMPOWERMENT AND JOB CREATION FOR SKILLED CRAFTSPEOPLE IN THE UNITED STATES . | Cash | $0 |
| Best Friends Animal Society | ||||||||||
| Program-Related Investment | $2,500,000 | $2,000,000 | 2021-12 | 2025-09 | $500,000 DUE 9/30/23 ; $500,000 DUE 9/30/24; $1,500,000 DUE 9/30/25 | 0.0 | None | To help construct a pet resource center in Bentonville, Arkansas . | Cash | $2,000,000 |
| Black Figures Bookstore | ||||||||||
| Program-Related Investment | $10,000 | $10,000 | 2023-07 | 2026-07 | MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST UNTIL MATURITY DATE | 10.75 | None | To support businesses that are contributing to the creative economy in the greater Chicago region. | Cash | $10,000 |
| Dinobi Detergent LLC | ||||||||||
| Program-Related Investment | $10,000 | $10,000 | 2023-09 | 2026-09 | MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST UNTIL MATURITY DATE | 12.25 | None | To support businesses that are contributing to the creative economy in the greater Chicago region. | Cash | $10,000 |
| Taylor's Tacos | ||||||||||
| Program-Related Investment | $10,000 | $10,000 | 2023-01 | 2028-01 | MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST UNTIL MATURITY DATE | 12.75 | None | To support businesses that are contributing to the creative economy in the greater Chicago region. | Cash | $10,000 |
| T Loren Studio Inc | ||||||||||
| Program-Related Investment | $10,000 | $10,000 | 2023-02 | 2028-02 | MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST UNTIL MATURITY DATE | 11.75 | None | To support businesses that are contributing to the creative economy in the greater Chicago region. | Cash | $10,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ADMINISTRATOR AND MANAGEMENT FEES | $1,428,758 | $1,428,758 | |
| INVESTMENT MANAGEMENT FEES | $8,661,386 | $8,661,386 | |
| CONSULTING FEES | $546,679 | $546,679 | |
| PROFESSIONAL SERVICES | $1,250 | $1,250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $11,715,909 | |
| NORTHERN TRUST - FOREIGN TAXES | $1,349,487 | $1,349,487 |
| PASS-THROUGH - FOREIGN TAXES | $527,273 | $527,273 |