THE V KANN RASMUSSEN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE V KANN RASMUSSEN FOUNDATION INC (EIN 46-2283123)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-11
- IRS object ID
- 202511319349100316
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-11T19:57:28-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462283123 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | V KANN RASMUSSEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VKAN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 RIVERSIDE DRIVE 900 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRENE KRARUP | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2128124268 | PhoneNum |
| Signature | 2025-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT BROWN | PreparerPersonNm |
| PTIN | P02104034 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2025-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $88,235,809 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $672,776 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,356,481 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,155,424 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,586,719 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $553,654 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,400 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $20,816 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,829,600 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,930,951 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $50,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $345,509 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $345,509 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $94,781 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $94,781 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,392 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21,392 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $72,192 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $56,192 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $297,478 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $263,703 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $33,775 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $36,379 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $74,425 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43,275 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $119,905 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $119,905 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $138,363 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $138,363 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $80,604 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $936,406 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $80,604 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,294,649 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,279,763 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $940,521 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,461,013 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,461,013 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,755,662 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,279,763 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,401,534 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,926,062 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $651,188 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $155,443 | CashBOYAmt |
| Cash EOY | $306,103 | CashEOYAmt |
| Cash EOYFMV | $306,103 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,538,614 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $966,479 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $966,479 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $200,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $200,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $200,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $200,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $5,992,793 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,933,477 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,933,477 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,842,192 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,568,117 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,568,117 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,367,962 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,868,579 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,868,579 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $73,472,163 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $73,393,054 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $73,393,054 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $94,569,167 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,235,809 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $88,235,809 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $90,493,156 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $84,822,071 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $4,076,011 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $3,413,738 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $94,569,167 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $88,235,809 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $94,569,167 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $88,235,809 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $94,569,167 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,926,062 | ExcessRevenueOverExpensesAmt |
| Other Increases | $592,704 | OtherIncreasesAmt |
| Subtotal | $88,235,809 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $88,235,809 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $4,075,396 | $4,146,602 | -$71,206 | -$71,206 | |
| DBL PARTNERS III, LP | $11,499 | $11,499 | P | ||
| ECOSYSTEM INTEGRITY FUND IV | $133,153 | $133,153 | P | ||
| ECOSYSTEM INVESTMENT PARTNERS II, LP | -$68,405 | -$68,405 | P | ||
| ECOSYSTEM INVESTMENT PARTNERS III | -$8,733 | -$8,733 | P | ||
| G2VP | -$360,206 | -$360,206 | P | ||
| GENERATION IM CLIMATE SOLUTIONS FUND II | $195,997 | $195,997 | $195,997 | P | |
| GENERATION IM GLOBAL EQUITY FUND, LLC | -$149,618 | -$149,618 | P | ||
| GLOBAL RENEWABLE POWER II | $46,767 | $46,767 | P | ||
| HALL CAPITAL PARTNERS | $20,000 | $20,000 | $0 | $0 | P |
| INCLUSIVE CAPITAL PARTNERS SPRING INTL LP | $40,422 | $40,422 | $40,422 | P | |
| LANSDOWNE CLEAN ENERGY | $28,406 | $28,406 | P | ||
| METROPOLITAN REAL ESTATE PARTNERS VI, LP | -$2,937 | -$2,937 | P | ||
| MONDRIAN IEQ ESG | -$3,266 | -$3,266 | P | ||
| MORGAN CREEK PARTNERS II, L.P. | $23,065 | $23,065 | P | ||
| NEW ENERGY INVESTORS III | $89,660 | $89,660 | P | ||
| OWNERSHIP CAPITAL GLOBAL EQUITY FUND | $242,681 | $242,681 | P | ||
| PAINE SCHWARTZ FOOD CHAIN FUND V. B. LP | $395,968 | $395,968 | P | ||
| REDWOOD GROVE CAPITAL FUND | $66,599 | $66,599 | P | ||
| RENEWAL4 US LIMITED PARTNERSHIP | -$73,401 | -$73,401 | P | ||
| SJF VENTURES III, LP | -$9,516 | -$9,516 | P | ||
| SJF VENTURES IV, LP | -$106,344 | -$106,344 | P | ||
| SONEN CAPITAL GLOBAL SUSTAINABLE REAL ASSETS FUND | $119,377 | $119,377 | P | ||
| STEWART INVESTORS GEMSL FUND (DST) | $81,324 | $81,324 | P | ||
| TECHNOLOGY IMPACT FUND | $22,159 | $22,159 | P | ||
| THE LYME FOREST FUND III TE, LP | -$5,888 | -$5,888 | P | ||
| THE LYME FOREST FUND IV TE, LP | -$93 | -$93 | P | ||
| THE LYME FOREST FUND V, TE LP | $7,962 | $7,962 | P | ||
| VISION RIDGE SUSTAINABLE ASSET FUND II | -$126,927 | -$126,927 | P | ||
| CAMDEN PRIVATE CAPITAL III, LLC | $11,520 | $11,520 | P | ||
| WAVE EQUITY FUND II | $19,127 | $19,127 | P | ||
| BOSTON COMMON INTL SUSTAINABLE CLIMATE FUND | $4,508 | $4,508 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $553,654 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,052 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,052 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,052 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $152,483 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $152,483 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $143,431 | OverpaymentAmt |
| Applied To ES Tax | $143,431 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.VKRF.ORG | WebsiteAddressTxt |
| Individual With Books | IRENE KRARUP | IndividualWithBooksNm |
| Phone | 2128124268 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 RIVERSIDE DRIVE STE 900 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| ASTRID KANN-RASMUSSEN | ||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | TRUSTEE AND BOARD CHAIR | 2.00 | $10,000 | $0 | $0 |
| KRISTIAN KANN RASMUSSEN | ||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KRISTIAN CEDERVALL LAUTA | ||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | TRUSTEE | 1.00 | $10,000 | $0 | $0 |
| DIANE IVES | ||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | TRUSTEE | 1.00 | $10,000 | $0 | $0 |
| ANDREW BOWMAN | ||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | TRUSTEE AND TREASURER | 1.50 | $20,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| IRENE KRARUP | ||||||||
| 475 RIVERSIDE DRIVE NO 900 | NEW YORK | NY | 10115 | EXECUTIVE DIRECTOR | 40.00 | $284,579 | $75,913 | $0 |
| JENNIFER L KUPINSE | ||||||||
| 475 RIVERSIDE DRIVE NO 900 | NEW YORK | NY | 10115 | OPERATIONS AND GRANT | 18.00 | $60,930 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMBRIDGE ASSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 NORTH FAIRFAX DR | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $238,781 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $85,584,820 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,652,770 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $92,237,590 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $92,237,590 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,383,564 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $90,854,026 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,542,701 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,542,701 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,052 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,052 | TotalTaxAmt |
| Distributable Before Adj | $4,533,649 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,533,649 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,533,649 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,401,534 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,401,534 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,533,649 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $2,000,690 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,338,475 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,760,531 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,507,485 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,607,181 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,401,534 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,533,649 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,867,885 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,475,066 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| 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 | $14,475,066 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,000,690 | ExcessFromYear4Amt |
| Excess From Year3 | $1,338,475 | ExcessFromYear3Amt |
| Excess From Year2 | $3,760,531 | ExcessFromYear2Amt |
| Excess From Year1 | $3,507,485 | ExcessFromYear1Amt |
| Excess From Current Year | $3,867,885 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | V KANN RASMUSSEN FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 RIVERSIDE DRIVE NO 900 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128124271 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT 13 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE STATEMENT 13 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 13 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CENTER FOR HUMANS AND NATURE | |||||||||||||
| 1776 WEST CASEY ROAD | LIBERTYVILLE | IL | 60048 | N/A | PC | IN SUPPORT OF DAVID ABRAM'S RESEARCH | $212,000 | ||||||
| CHARLES UNIVERSITY | |||||||||||||
| N/A | PC | IN SUPPORT OF "PERCEPTION AND DEVELOPMENTAL BEHAVIOR IN BOQUILA: THE WORLD ACCORDING TO A MIMIC WINE" PROJECT | $80,000 | ALBERTOV 6 | PRAGUE 2 | EZ | 128 00 | ||||||
| CLIMATE INTERACTIVE | |||||||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | N/A | PC | IN SUPPORT OF THE "MODELING CLIMATE-RELATED IMPACTS ON NATURAL SYSTEMS AND NON-HUMAN SPECIES TO ENGAGE DECISION MAKERS AND INFORM WORLDWIDE CLIMATE POLICY" PROJECT | $290,250 | ||||||
| CONFLUENCE PHILANTHROPY | |||||||||||||
| 215 LEXINGTON AVENUE 10TH FL | NEW YORK | NY | 10016 | N/A | PC | PRACTITIONER MEMBERSHIP FOR 2024-2025 | $5,500 | ||||||
| CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY | |||||||||||||
| PO BOX 29361 | SAN FRANCISCO | CA | 94129 | N/A | PC | MEMBERSHIP FOR 2024-2025 | $10,000 | ||||||
| GLOBAL ECOVILLAGE NETWORK INTERNATIONAL | |||||||||||||
| N/A | PC | IN SUPPORT OF THE "WEAVING HUMANITY BACK INTO THE WEB OF LIFE: KINECENTRIC LEADERSHIP THROUGHOUT THE POLYCRISIS" PROJECT | $147,686 | THE PARK FORRES MORAY | SCOTLAND | UK | IV36 3TZ | ||||||
| GLOBAL ECOVILLAGE NETWORK INTERNATIONAL | |||||||||||||
| N/A | PC | IN SUPPORT OF THE "KEYSTONE COMMUNITIES - SUSTAINING LIFE THROUGH POLYCRISIS" | $399,950 | THE PARK FORRES MORAY | SCOTLAND | UK | IV36 3TZ | ||||||
| HARVARD COLLAGE | |||||||||||||
| 45 FRNACIS AVE | CAMBRIDGE | MA | 02138 | N/A | PC | IN SUPPORT OF THE "THINKING WITH PLANTS AND FUNGI" PROJECT | $23,210 | ||||||
| LUND UNIVERSITY | |||||||||||||
| N/A | GOV | IN SUPPORT OF "EXPLORING FUNGAL DECISION MAKING AND AGENCY IN SYMBIOTIC INTERACTIONS" PROJECT | $250,000 | SOLVEGATAN 37 | LUND | SW | 223 62 | ||||||
| MERIDIAN INSTITUTE | |||||||||||||
| PO BOX 1829 | DILLION | CO | 80435 | N/A | PC | IN SUPPORT OF A "PETROCHEMICALS EVENT AND DURING CLIMATE WEEK NYC - SEPTEMBER 25, 2024" | $120,000 | ||||||
| NORTHEASTERN UNIVERSITY | |||||||||||||
| 360 HUNTINGTON PARK | BOSTON | MA | 02115 | N/A | PC | IN SUPPORT OF THE FACING THE POLYCRISIS HEAD ON: A MULTIDISCIPLINARY PERSPECTIVE ON MANAGING COLLAPSE AND BOOSTING RESILIENCE PROJECT | $217,996 | ||||||
| RAND CORPORATION | |||||||||||||
| 1776 MAIN STREET | SANTA MONICA | CA | 90401 | N/A | PC | IN SUPPORT OF THE "LOOKING BACK TO LOOK FORWARD" PROJECT | $399,843 | ||||||
| ROYAL ROADS UNIVERSITY | |||||||||||||
| N/A | PC | IN SUPPORT OF THE "SPEEDING UP THE DEVELOPMENT OF A COMMUNITY OF POLYCRIS RESEARCH AND PRACTICE" PROJECT | $38,000 | 2005 SOOKE RD VICTORIA | BRITISH COLUMBIA | CA | V9B 5Y2 | ||||||
| ROYAL ROADS UNIVERSITY | |||||||||||||
| N/A | PC | IN SUPPORT OF THE HOSTING OF THE WWW.POLYCRISIS.ORG WEBSITE | $100,000 | 2005 SOOKE RD VICTORIA | BRITISH COLUMBIA | CA | V9B 5Y2 | ||||||
| TMP PUBLIC CIC | |||||||||||||
| N/A | PC | IN SUPPORT OF THE MISSION CLIMATE PROJECT - FOR CORE FUNDING AND DEVELOPMENT ASSISTANCE | $400,000 | 15 THIRSK ROAD | BICESTER | UK | OX261ED | ||||||
| UNITED NATIONS FOUNDATION | |||||||||||||
| 1750 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20006 | N/A | PC | IN SUPPORT OF A DEEP DIVE ON BIOCENTRIC APPROCHES | $685,000 | 300 | |||||
| UNITED NATIONS FOUNDATION | |||||||||||||
| 1750 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20006 | N/A | PC | IN SUPPORT OF THE SYSTEMIC RISK ASSESSMENT ACCELERATOR SYMPOSIUM | $1,250,000 | 300 | |||||
| UNIVERSITY OF ALBERTA | |||||||||||||
| N/A | PC | IN SUPPORT OF THE PROJECT "WHAT WOULD PLANT COGNITION LOOK LIKE: AN EXPERIMENTAL APPROACH TO UNDERSTANDING" | $246,400 | 1-560 ENTERPRISE SQUARE 10230 | EDMONTON | CA | AB T5J 4P6 | JASPER AVE NW | |||||
| UNIVERSITY OF CAMBRIDGE | |||||||||||||
| N/A | PC | IN SUPPORT OF A CONFERENCE ON "PETROCHEMICALS AND CLIMATE" | $9,181 | TRUMPINGTON STREET | CAMBRIDGE | UK | CB2 1PZ | ||||||
| UNIVERSITY OF CAMBRIDGE | |||||||||||||
| N/A | PC | IN SUPPORT OF THE "RESEARCH WORKING GROUP ON PETROCHEMICALS AND CLIMATE CHANGE" | $170,000 | TRUMPINGTON STREET | CAMBRIDGE | UK | CB2 1PZ | ||||||
| UNIVERSITY OF COPENHAGEN | |||||||||||||
| N/A | PC | IN SUPPORT OF THE CENTER FOR APPLIED ECOLOGY | $662,273 | NORREGADE 10 | COPENHAGEN | DA | DK-1017 | ||||||
| UNIVERSITY OF EXETER GLOBAL SYSTEMS INSTITUTE | |||||||||||||
| N/A | PC | IN SUPPORT OF YOUR "A RESILIENCE SENSING SYSTEM TO HELP UNDERSTAND, MITIGATE, AND GOVERN THE POLYCRISIS" PROJECT | $399,033 | NORTHCOTE HOUSE | EXETER | UK | EX4 4QJ | ||||||
| UNIVERSITY OF READING | |||||||||||||
| N/A | PC | IN SUPPPORT OF "CATALYST FOR BIOCENTRIC AWARENESS AND GOVERNANCE" PROJECT | $247,630 | WHITEKNIGHTS PO BOX 2127 | READING | UK | RG6 6AH | ||||||
| UNIVERSITY OF READING | |||||||||||||
| N/A | PC | IN SUPPORT OF THE "ELECTRICAL COMMUNICATION BETWEEN PLANTS AND MYCORRHIZAL FUNGI: EXPLORING THE CELLULAR AND MOLECULAR BASIS OF EXPENDED COGNITION" PROJECT | $249,862 | WHITEKNIGHTS PO BOX 2127 | READING | UK | RG6 6AH | ||||||
| UNVERSIDAD DE MURCIA CAMPUS DE ESPINARDO | |||||||||||||
| N/A | PC | IN SUPPORT OF TWO-DAY WORKSHOP ON PLANT SIGNALING AND BEHAVIOR | $10,000 | 30100 MURCIA | MURCIA | SP | |||||||
| UNVERSIDAD DE MURCIA CAMPUS DE ESPINARDO | |||||||||||||
| N/A | PC | IN SUPPORT OF THE PROJECT "INVESTIGATING COLLECTIVE INTILLIGENCE IN FOREST ECOSYSTEMS" | $178,374 | 30100 MURCIA | MURCIA | SP | |||||||
| UNVERSIDAD DE MURCIA CAMPUS DE ESPINARDO | |||||||||||||
| N/A | PC | IN SUPPORT OF THE PROJECT "BEHAVIORAL EVIDENCE FOR PLANT CONSCIOUSNESS" | $243,679 | 30100 MURCIA | MURCIA | SP | |||||||
| UNVERSIDAD DE MURCIA CAMPUS DE ESPINARDO | |||||||||||||
| N/A | PC | IN SUPPORT OF THE PROJECT "ECOLOGICAL INSIGHTS FOR PLANT ACOUTICS" | $158,374 | 30100 MURCIA | MURCIA | SP | |||||||
| UNVERSIDAD DE MURCIA CAMPUS DE ESPINARDO | |||||||||||||
| N/A | PC | IN SUPPORT OF THE PROJECT "BEAN SYNC: MITIGATING PLANT JET JAG IN COMMON BEANS WITH PHYTOMELATONIN" | $246,772 | 30100 MURCIA | MURCIA | SP | |||||||
| US SCIENCE PO FOUNDATION | |||||||||||||
| 85 BROAD STREET 17TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | IN SUPPORT OF "GEO-SOCIAL CLASSES: THEORIZING CLASS IN A TIME OF GLOBAL CLIMATE CHANGE" PROJECT | $10,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,461,013 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HARVARD COLLAGE | |||||||||||
| 45 FRNACIS AVE | CAMBRIDGE | MA | 02138 | N/A | PC | IN SUPPORT OF THE "THINKING WITH PLANTS AND FUNGI" PROJECT | $370,810 | ||||
| UNIVERSITY OF COPENHAGEN | |||||||||||
| N/A | PC | IN SUPPORT OF THE CENTER FOR APPLIED ECOLOGY | $1,431,517 | NORREGADE 10 | COPENHAGEN | DA | DK-1017 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,802,327 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,083 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $671,693 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,400 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | -$13,196 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,168,620 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME THROUGH K-1 | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | -$23,760 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,760 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$35,873 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,865,473 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,829,600 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING SERVICES | $26,692 | $0 | $26,692 |
| AUDIT AND TAX SERVICE | $45,500 | $0 | $29,500 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTARY INFORMATION | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART XV, LINE 2 | FormAndLineReferenceDesc |
| Medium Explanation | OUR CURRENT PROGRAM AREAS:THE URGENCY OF DEALING WITH CLIMATE CHANGE, UNSUSTAINABLE CONSUMPTION, AND LOSS OF BIODIVERSITY ARE THE OVERALL THEMES FOR THE V. KANN RASMUSSEN FOUNDATION. WE PRIMARILY WORK IN THE UNITED STATES, BUT ONLY ON NATIONAL AND INTERNATIONAL LEVEL ISSUES. ANY NON-US FUNDING MUST BE MULTINATIONAL IN SCOPE AND NOT FOCUS ON ANY SPECIFIC COUNTRY, REGION, OR CONTINENT.WE FAVOR PROJECTS THAT:-TAKE STOCK OF THE SCALE OF ENVIRONMENTAL PROBLEMS-USE A SYSTEMS APPROACH TO ACHIEVE CHANGE-LINK POLICY, ADVOCACY, AND PRACTICAL SOLUTION-HAVE INTERNATIONAL SIGNIFICANCE AND PERSPECTIVE, EVEN IF US BASED-ARE BASED ON ORIGINAL THINKING AND CREATIVE IDEASOUR TYPICAL GRANTEES ARE SMALL OR MIDSIZE ORGANIZATIONS WITH DEMONSTRATED LEADERSHIP IN DEVELOPING STRATEGY, COMMUNICATING VISION, AND WITH EFFECTIVE PROJECT PERFORMANCE. WE DO NOT PROVIDE CORE FUNDING. CURRENTLY, WE ONLY EVALUATE PROJECTS THAT FALL WITHIN ONE OF THE FOLLOWING CATEGORIES:CULTURAL RESILIENCE AND GLOBAL LEADERSHIP UNDER THE CONDITIONS OF ENVIRONMENTAL BREAKDOWN:-DEVELOPMENT OF SYSTEMS-LEVEL RESPONSES TO ECOLOGICAL, ECONOMIC, AND SOCIAL STRESSES/DESTABILIZATION/COLLAPSE-FURTHERANCE OF RESEARCH RELATED TO OUR PSYCHOLOGICAL AND SOCIAL CAPACITIES FOR DEALING WITH SERIOUS CLIMATE CHANGE, TIPPING POINTS, AND THE COLLAPSE OF NATURAL SYSTEMS-EXPLORATION OF SOCIOCULTURAL TRANSFORMATIONS AND STRATEGIC PLANNING FRAMEWORKS THAT CAN ENHANCE MITIGATION UNDER THE CONDITIONS OF ENVIRONMENTAL BREAKDOWN-DEVELOPMENT OF LEADERSHIP TOOLS AND PRACTICES THAT CAN BE WIDELY AND RAPIDLY ADOPTED UNDER THE CONDITIONS OF ENVIRONMENTAL BREAKDOWNINFRASTRUCTURE AND COMMUNICATIONS SUPPORT TO THE CLIMATE MOVEMENT:-TOOLS TO ENSURE THE WIDEST PUBLIC COMMUNICATION AND UNDERSTANDING OF CLIMATE SCIENCEPETROCHEMICALS AND CLIMATE -ANALYSIS OF DATA AND AUDITING OF LIFE-CYCLE GREENHOUSE GAS EMISSIONS ORIGINATING FROM THE PRODUCTION OF PETROCHEMICALS AND THE MANUFACTURING OF PRODUCTS FROM THEMVKRF DOES NOT FUND:- FOR-PROFIT ORGANIZATIONS- GENERAL OPERATIONS OF WELL-ESTABLISHED NGO PROGRAMS- LARGE MEMBERSHIP ORGANIZATIONS- CANDIDATES FOR POLITICAL OFFICE- US PROJECTS WITH A SPECIFIC LOCAL, STATE, OR REGIONAL FOCUS (EXCEPTION: GREENWOOD AREA, SC)- NON-US PROJECTS FOCUSED ON SINGLE COUNTRIES OR SPECIFIC CONTINENTS.- CONSERVATIVE PROJECTS FOCUSED ON ONE SINGLE SPECIES- GOVERNMENT ORGANIZATIONS- INDIVIDUAL SCHOLARSHIPS OR OTHER INDIVIDUAL SUPPORT- BOOK OR MAGAZINE PUBLISHING- FILM, TV, RADIO, OR VIDEO PROJECTS- MEDICAL RESEARCH- HEALTH CARE- LARGE UNIVERSITY RESEARCH PROGRAMS- ORGANIZATIONS WHOSE JOB IT IS TO RE-GRANT FUNDING RECEIVED- CAPITAL CONSTRUCTION OR ENDOWMENT CAMPAIGNS- BENEFITS OR ANNUAL FUND-RAISING CAMPAIGNSGUIDELINES FOR SUBMITTING LETTERS OF INQUIRY:VKRF NORMALLY HAS TWO ANNUAL OPEN SUBMISSIONS FOR A TWO-PAGE LETTER OF INQUIRY (LOI), SUPPLEMENTED BY A MAXIMUM TWO-PAGE BUDGET AND A COPY OF APPLICANT'S 501(C)3 CERTIFICATION. PLEASE BE AWARE THAT EACH APPLICANT IS LIMITED TO SUBMITTING A MAXIMUM OF TWO LOIS.VKRF TYPICALLY RECEIVES UP TO 100+ LOIS BY THE SUBMISSION DEADLINE. OF THESE, ONLY TEN TO TWENTY CAN BE INVITED TO SUBMIT A FULL PROPOSAL BASED ON THE BOARD'S EVALUATION. THE REVIEW PROCESS IS COMPLETED EIGHT TO TEN WEEKS AFTER THE DEADLINE. UNFORTUNATELY, THIS MEANS THAT MANY WORTHY PROJECTS WILL NOT RECEIVE FUNDING IN ANY GIVEN ROUND. DUE TO THE VOLUME OF LOIS RECEIVED, VKRF STAFF MEMBERS DO NOT HAVE THE ABILITY TO OFFER FEEDBACK EXCEPT FOR THOSE INVITED TO SUBMIT A FULL PROPOSAL. ALL US APPLICANTS MUST HAVE A US 501(C)(3) CERTIFICATION AND AUDITED FINANCIAL STATEMENTS. IN CERTAIN CASES, VKRF WILL ACCEPT A FISCAL AGENT READY TO TAKE FULL FINANCIAL RESPONSIBILITY FOR A PROJECT. PROJECTS SHOULD NOT APPLY IF THE PROJECT OR FISCAL AGENT DOES NOT HAVE THE 501(C)(3) STATUS OR AUDITED FINANCIAL STATEMENTS. APPLICANTS FROM OUTSIDE THE US MUST BE ABLE TO DEMONSTRATE THE NON-PROFIT EQUIVALENCY STATUS BY PROVIDING APPROPRIATE DOCUMENTATION TO A THIRD PARTY CERTIFIER.THE TWO-PAGE LETTER OF INQUIRY MUST INCLUDE THE FOLLOWING:1. ORGANIZATION NAME, PROJECT TITLE, A CONTACT NAME, MAILING ADDRESS, TELEPHONE, FAX, E-MAIL, AND WEBSITE ADDRESS2. A 100-WORD ABSTRACT OF THE PROPOSAL (WHAT IS THIS ABOUT, WHY IS THIS IMPORTANT)3. A DESCRIPTION OF THE PROJECT: BACKGROUND, SPECIFIC OBJECTIVES, APPROACH, AND ANTICIPATED RESULTS WITH APPROPRIATE CITATIONS OF SCHOLARLY LITERATURE, REPORTS, AND CASE STUDIES TO JUSTIFY ANY ASSUMPTIONS. PLEASE DO NOT INCLUDE HYPERLINKS. IF NECESSARY, WE PREFER REFERENCE TO A URL.LIST OF REFERENCES CITED ARE OUTSIDE OF THE PAGE LIMIT. REFERENCES (FULL COPIES OF PAPERS, REPORTS, PRESS MENTIONS, CASE STUDIES CITED, LIST OF MEMBERS, ETC.) SHOULD BE AVAILABLE AS PDFS ON REQUEST.IN ADDITION, PLEASE INCLUDE (MAXIMUM OF 3 PAGES TOTAL):1. A SIMPLE LINE ITEM BUDGET, WITH PROJECTED BUDGET FOR THE WHOLE ORGANIZATION AND FOR THE SPECIFIC PROJECT;2. A COMPLETE LIST OF SECURED AND POTENTIAL FUNDING SOURCES FOR THE ORGANIZATION AND PROJECT (GRANTS RECEIVED, REQUESTS PENDING, PLANNED PROPOSAL SUBMISSIONS, EARNED INCOME, ETC.)3. A COPY OF THE APPLICANT OR FISCAL SPONSOR'S 501(C)(3) DETERMINATION LETTER FROM THE IRS. PLEASE NOTE: IF THE APPLICANT IS A 501(C)(3) BUT WILL NOT BE ABLE TO PROVIDE RECENT AUDITED FINANCIALS, A FISCAL SPONSOR SHOULD BE USED. CONTACT A VKRF STAFF MEMBER FOR GUIDANCE AND/OR A COPY OF THE REQUIRED FISCAL SPONSOR AGREEMENT.NO ADDITIONAL MATERIALS OR INFORMATION SHOULD BE INCLUDED.PLEASE ADHERE TO THE PAGE LIMITS AS DESCRIBED.PLEASE FORWARD THE LOI AS ONE DOCUMENT IN LETTER PAPER FORMAT (8.5 X11") WITH MINIMUM MARGINS OF 0.8 INCHES USING NO LESS THAN 11 POINT FONT TO GRANTS@VKRF.ORG. THE 501(C)(3) LETTER MAY BE A SEPARATE FILE ATTACHED TO THE SAME EMAIL. DOCUMENT FILE NAMES AND EMAIL SUBJECT LINES SHOULD INCLUDE THE NAME OF YOUR ORGANIZATION. DO NOT FORWARD TO INDIVIDUAL STAFF MEMBERS.LOIS THAT DO NOT FOLLOW THIS FORMAT WILL NOT BE CONSIDERED. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (38 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC (00287YBX6) 110,000 UNITS | $100,936 | $100,936 |
| AIR PRODUCTS & CHEMICALS (009158AY2) 45,000 UNITS | $41,353 | $41,353 |
| ALEXANDRIA REAL ESTATE E (015271AU3) 45,000 UNITS | $44,041 | $44,041 |
| AMERICAN HONDA FINANCE MEDIUM TERM NOTE (02665WDL2) 120,000 UNITS | $114,964 | $114,964 |
| AMGEN INC(031162CT5) 90,000 SHARES | $83,487 | $83,487 |
| ANTHEM INC (036752AG8) 110,000 UNITS | $106,308 | $106,308 |
| BANK OF AMERICA CORP MEDIUM TERM NOTE (06051GJF7) 190,000 UNITS | $156,501 | $156,501 |
| BANK OF NY MELLON CORP MEDIUM (06406RBJ5) 160,000 UNITS | $158,203 | $158,203 |
| BLACKROCK FUNDING INC (09290DAB7) 110,000 UNITS | $109,145 | $109,145 |
| BOSTON PROPERTIES LP (10112RAY0) 45,000 UNITS | $41,991 | $41,991 |
| BRISTOL-MYERS SQUIBB (110122EF1) 110,000 UNITS | $109,783 | $109,783 |
| CHUBB INA HOLDINGS INC (171239AG1) 135,000 UNITS | $110,064 | $110,064 |
| CITIGROUP INC (172967LP4) 110,000 UNITS | $104,855 | $104,855 |
| CNH INDUSTRIAL CAPITAL LLC (12592BAR5) 55,000 UNITS | $55,584 | $55,584 |
| COMCAST CORP(20030NCT6) 120,000 UNITS | $116,171 | $116,171 |
| CVS HEALTH CORP (126650CX6) 100,000 UNITS | $96,562 | $96,562 |
| ENBRIDGE INC (29250NAL9) 55,000 UNITS | $53,695 | $53,695 |
| EVERSOURCE ENERGY (30040WAK4) 120,000 UNITS | $96,768 | $96,768 |
| FIFTH THIRD BANCORP (316773DJ6) 102,000 UNITS | $104,224 | $104,224 |
| GENERAL MILLS INC (370334CG7) 80,000 UNITS | $77,487 | $77,487 |
| GOLDMAN SACHS GROUP INC (38141GWL4) 105,000 UNITS | $100,445 | $100,445 |
| HOME DEPOT INC (437076BM3) 115,000 UNITS | $110,829 | $110,829 |
| JOHN DEERE CAPITAL CORP (24422EWR6) 155,000 UNITS | $154,340 | $154,340 |
| LOCKHEED MARTIN CORP (539830BH1) 110,000 UNITS | $102,598 | $102,598 |
| LOWE'S COS INC (548661DM6) 90,000 UNITS | $85,722 | $85,722 |
| MASTERCARD INC (57636QAX2) 100,000 UNITS | $99,549 | $99,549 |
| MEDTRONIC GLOBAL HOLDINGS (58507LBB4) 110,000 UNITS | $107,480 | $107,480 |
| MORGAN STANLEY (61747YEY7) 100,000 UNITS | $106,149 | $106,149 |
| NEXTERA ENERGY CAPITAL HOLDINGS INC (65339KBY5) 120,000 UNITS | $110,549 | $110,549 |
| PROLOGIS LP (74340XBR1)135,000 UNITS | $107,714 | $107,714 |
| ROYAL BANK OF CANADA MEDIUM TERM NOTE (78015K7H1) 180,000 UNITS | $172,843 | $172,843 |
| RYDER SYSTEM INC (78355HKX6) 50,000 UNITS | $52,035 | $52,035 |
| SEMPRA ENERGY (816851BA6) 110,000 UNITS | $103,824 | $103,824 |
| THERMO FISHER SCIENTIFIC DTD (883556CT7) 105,000 UNITS | $104,546 | $104,546 |
| TORONTO-DOMINION BANK MEDIUM TERM NOTE CONVERTIBLE (89114TZN5) 175,000 UNITS | $162,412 | $162,412 |
| UNITEDHEALTH GROUP INC (91324PEY4) 52,000 UNITS | $51,576 | $51,576 |
| WALT DISNEY COMPANY (254687FL5) 168,000 UNITS | $146,016 | $146,016 |
| WASTE MGMT INC (94106LBW8) 110,000 UNITS | $107,830 | $107,830 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (107 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES (ABT) 448 SHARES | $46,551 | $46,551 |
| ABBVIE INC (ABBV) 267 SHARES | $45,795 | $45,795 |
| ACCENTURE PLC- CL A (ACN) 105 SHARES | $31,857 | $31,857 |
| ACUITY BRANDS HOLDING COMPANY INC (AYI) 128 SHARES | $30,904 | $30,904 |
| ADOBE INC (ADBE) 46 SHARES | $25,555 | $25,555 |
| ADVANCED MICRO DEVICES INC COM (AMD) 115 SHARES | $18,654 | $18,654 |
| AFFILIATED MANAGERS GROUP (AMG) 440 SHARES | $68,741 | $68,741 |
| AGCO CORPORATION (AGCO) 246 SHARES | $24,078 | $24,078 |
| AIR LEASE CORP (AL) 40 SHARES | $1,901 | $1,901 |
| ALPHABET INC CL A (GOOGL) 604 SHARES | $110,019 | $110,019 |
| ALPHABET INC CL C (GOOG) 431 SHARES | $79,054 | $79,054 |
| AMAZON.COM INC (AMZN) 460 SHARES | $88,895 | $88,895 |
| AMERICAN EXPRESS CO (AXP) 147 SHARES | $34,038 | $34,038 |
| AMERICAN WATER WORKS COMPANY INC (AWK) 13 SHARES | $1,679 | $1,679 |
| AMGEN INC (AMGN) 77 SHARES | $24,059 | $24,059 |
| APPLE INC (AAPL) 667 SHARES | $140,484 | $140,484 |
| APPLIED MATERIALS INC (AMAT) 45 SHARES | $10,620 | $10,620 |
| ARCH CAPITAL GROUP LTD (ACGL) 111 SHARES | $11,199 | $11,199 |
| ARROW ELECTRICS COMMON (ARW) 14 SHARES | $1,691 | $1,691 |
| AT&T INC (T) 100 SHARES | $1,911 | $1,911 |
| AUTODESK COM (ADSK) 45 SHARES | $11,135 | $11,135 |
| AVNET INC (AVT) 1,039 SHARES | $53,498 | $53,498 |
| BANK OF AMERICA CORPORATION (BAC) 168 SHARES | $6,681 | $6,681 |
| BANK OF NY MELLON CORP (BK) 44 SHARES | $2,635 | $2,635 |
| BOSTON PROPERTIES INC - REIT (BXP) 256 SHARES | $15,759 | $15,759 |
| BRISTOL-MYERS SQUIBB CO (BMY) 530 SHARES | $22,011 | $22,011 |
| CAPITAL ONE FINANCIAL CORP (COF) 139 SHARES | $19,245 | $19,245 |
| CATERPILLAR INC (CAT) 5 SHARES | $1,666 | $1,666 |
| CHUBB LTD (CB) 129 SHARES | $32,905 | $32,905 |
| CISCO SYSTEMS INC (CSCO) 1,303 SHARES | $61,906 | $61,906 |
| COMCAST CORP (CMCSA) 208 SHARES | $8,145 | $8,145 |
| COUSINS PROPERTIES INC REAL ESTATE INVESTMENT TRUST (CUZ) 1,085 SHARES | $25,118 | $25,118 |
| CROCS INC (CROX) 20 SHARES | $2,919 | $2,919 |
| CVS HEALTH CORP (CVS) 262 SHARES | $15,474 | $15,474 |
| DANAHER CORP COM (DHR) 33 SHARES | $8,245 | $8,245 |
| DARLING INGREDIENTS INC (DAR) 689 SHARES | $25,321 | $25,321 |
| DEERE & CO (DE) 117 SHARES | $43,715 | $43,715 |
| DELL TECHNOLOGIES INC CL C (DELL) 311 SHARES | $42,890 | $42,890 |
| DICKS SPORTING GOODS INC (DKS) 10 SHARES | $2,149 | $2,149 |
| DIGITAL REALTY TRUST INC (DE) 86 SHARES | $13,076 | $13,076 |
| EBAY INC COM (EBAY) 71 SHARES | $3,814 | $3,814 |
| ELEVANCE HEALTH INC (ELV) 113 SHARES | $61,230 | $61,230 |
| ENPHASE ENERGY INC (ENPH) 85 SHARES | $8,475 | $8,475 |
| EVEREST GROUP LTD (EG) 180 SHARES | $68,584 | $68,584 |
| FIRST SOLAR INC (FSLR) 96 SHARES | $21,644 | $21,644 |
| GE AEROSPACE (GE) 95 SHARES | $15,102 | $15,102 |
| GE VERNOVA LLC (GE) 23 SHARES | $3,945 | $3,945 |
| GEN DIGITAL INC (GEN)303 SHARES | $7,569 | $7,569 |
| GENERAL MILLS INC (GIS) 35 SHARES | $2,214 | $2,214 |
| GENERAL MOTORS COMPANY (GM) 1,714 SHARES | $79,632 | $79,632 |
| GENWORTH FINANCIAL INC CLASS A (GNW) 93 SHARES | $562 | $562 |
| GILEAD SCIENCES INC COM (GILD) 91 SHARES | $6,244 | $6,244 |
| GOLDMAN SACHS GROUP INC COM (GS) 97 SHARES | $43,875 | $43,875 |
| HARTFORD FINANCIAL SERVICES GROUP INCORPORATED (HIG) 752 SHARES | $75,606 | $75,606 |
| HEWLETT PACKARD ENTERPRISE COMPANY (HPE) 3,567 SHARES | $75,513 | $75,513 |
| HIGHWOODS PROPERTIES REAL ESTATE INVESTMENT TRUST (HIW) 255 SHARES | $6,699 | $6,699 |
| HP INC (HPQ) 993 SHARES | $34,775 | $34,775 |
| INTEL CORP COM (INTC) 252 SHARES | $7,804 | $7,804 |
| INTERNATIONAL BUSINESS MACHINES CORP (IBM) 127 SHARES | $31,131 | $31,131 |
| INTUIT INC COM (INTU) 36 SHARES | $23,660 | $23,660 |
| JOHNSON & JOHNSON (JNJ) 626 SHARES | $91,496 | $91,496 |
| JONES LANG LASALLE INC COM (JLL) 12 SHARES | $2,463 | $2,463 |
| JPMORGAN CHASE & CO (JPM) 68 SHARES | $13,754 | $13,754 |
| KB HOME COM (KBH) 1,101 SHARES | $77,268 | $77,268 |
| KBR INC (KBR) 36 SHARES | $2,309 | $2,309 |
| KILROY REALTY CORPORATION REAL ESTATE INVESTMENT TRUST (KRC) 1,952 SHARES | $60,844 | $60,844 |
| KRAFT HEINZ CO (KHC) 351 SHARES | $11,309 | $11,309 |
| KROGER COMPANY COMMON (KR) 137 SHARES | $6,840 | $6,840 |
| MACY'S INC (M) 117 SHARES | $2,246 | $2,246 |
| MASTERCARD INC CLASS A (MA) 43 SHARES | $18,970 | $18,970 |
| MEDTRONIC PLC (MDT) 72 SHARES | $5,667 | $5,667 |
| MERCK & COMPANY INC (MRK) 692 SHARES | $85,670 | $85,670 |
| META PLATFORMS, INC-A (META) 176 SHARES | $88,743 | $88,743 |
| MICROSOFT CORP (MSFT) 687 SHARES | $307,055 | $307,055 |
| NVIDIA CORP COM (NVDA) 2180 SHARES | $269,317 | $269,317 |
| ORMAT TECHNOLOGIES INC (ORA) 908 SHARES | $65,104 | $65,104 |
| PAYPAL HOLDINGS INC (PYPL) 48 SHARES | $2,785 | $2,785 |
| PFIZER INC (PFE) 245 SHARES | $6,855 | $6,855 |
| PROLOGIS INC (PLD) 12 SHARES | $1,348 | $1,348 |
| QUALCOMM INC (QCOM) 162 SHARES | $32,267 | $32,267 |
| REGENERON PHARMACEUTICALS INC (REGN) 10 SHARES | $10,510 | $10,510 |
| RENAISSANCERE HOLDINGS LTD | $32,409 | $32,409 |
| S&P GLOBAL INC (SPGI) 32 SHARES | $14,272 | $14,272 |
| SALESFORCE INC (CRM) 212 SHARES | $54,505 | $54,505 |
| SERVICENOW INC (NOW) 39 SHARES | $30,680 | $30,680 |
| SHERWIN WILLIAMS CO (SHW) 13 SHARES | $3,880 | $3,880 |
| SYNCHRONY FINANCIAL (SYF) 295 SHARES | $13,921 | $13,921 |
| SYSCO CORP (SYY) 54 SHARES | $3,855 | $3,855 |
| TARGET CORP COM (TGT) 145 SHARES | $21,466 | $21,466 |
| TAYLOR MORRISON HOME CORP (TMHC) 52 SHARES | $2,883 | $2,883 |
| TEGNA INC (TGNA) 872 SHARES | $12,156 | $12,156 |
| TESLA INC (TSLA) 288 SHARES | $56,989 | $56,989 |
| THE CIGNA GROUP (CI) 107 SHARES | $35,371 | $35,371 |
| THERMO FISHER SCIENTIFIC INC (TMO) 14 SHARES | $7,742 | $7,742 |
| UNITEDHELATH GROUP INC (UNH) 33 SHARES | $16,806 | $16,806 |
| UNUM GROUP (UNM) 911 SHARES | $46,561 | $46,561 |
| VALVOLINE INC (VVV) 98 SHARES | $4,234 | $4,234 |
| VERIZON COMMUNICATIONS COM (VZ) 1,129 SHARES | $46,560 | $46,560 |
| VIATRIS INC (VTRS) 2,134 SHARES | $22,684 | $22,684 |
| VISA INCORPORATED (V) 175 SHARES | $45,932 | $45,932 |
| VORNADO REALTY TRUST REAL ESTATE INVESTMENT TRUST (VNO) 196 SHARES | $5,153 | $5,153 |
| VOYA FINANCIAL, INC (VOYA) 374 SHARES | $26,610 | $26,610 |
| W W GRAINGER INC (GWW) 24 SHARES | $21,654 | $21,654 |
| WALMART INC. (WMT) 714 SHARES | $48,345 | $48,345 |
| WESCO INTERNATIONAL INCORPORATED (WCC) 11 SHARES | $1,744 | $1,744 |
| WILLIAM SONOMA INC COM (WSM) 132 SHARES | $37,273 | $37,273 |
| XYLEM INC-W/I (XYL) 10 SHARES | $1,356 | $1,356 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,937,443 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,937,443 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,996,034 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,996,034 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (39 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AZOLLA VENTURES CATALYTIC FUND I, LP | FMV | $438,474 | $438,474 |
| AZOLLA VENTURES FULL-CYCLE FUND I, LP | FMV | $242,524 | $242,524 |
| CAMDEN PRIVATE CAPITAL III | FMV | $179,066 | $179,066 |
| CAPRICORN TECHNOLOGY IMPACT FUND | FMV | $5,638,691 | $5,638,691 |
| CONTROLLED ENVIRONMENT FOOD FUND II, LLC | FMV | $1,026,188 | $1,026,188 |
| DBL PARTNERS III LP | FMV | $680,027 | $680,027 |
| ECOSYSTEM INTEGRITY FUND IV | FMV | $2,747,243 | $2,747,243 |
| ECOSYSTEM INVESTMENT PARTNERS III, LP | FMV | $344,650 | $344,650 |
| G2VP | FMV | $3,625,293 | $3,625,293 |
| GENERATION GLOBAL EQUITY | FMV | $4,845,056 | $4,845,056 |
| GENERATION IM CLIMATE SOLUTIONS FUND II | FMV | $642,644 | $642,644 |
| GLOBAL RENEWABLE POWER II | FMV | $1,049,149 | $1,049,149 |
| GMO INVESTMENTS ICAV CLIMATE CHANGE FUND | FMV | $1,804,633 | $1,804,633 |
| GREENBACKER | FMV | $3,299,961 | $3,299,961 |
| HALL CAPITAL | FMV | $385,335 | $385,335 |
| INCLUSIVE CAPITAL PARTNERS (VALUEACT SPRING INTERNATIONAL) | FMV | $392,053 | $392,053 |
| LANSDOWNE CLEAN ENERGY FUND LP | FMV | $1,812,647 | $1,812,647 |
| LYME FOREST FUND IV | FMV | $223,643 | $223,643 |
| MONDRIAN IEQ | FMV | $3,629,564 | $3,629,564 |
| MORGAN CREEK PARTNERS II, LP | FMV | $189,186 | $189,186 |
| MREP INTERNATIONAL III | FMV | $35,816 | $35,816 |
| MREP VI | FMV | $25,335 | $25,335 |
| NEW ENERGY CAP INFRASTRUCTURE CREDIT | FMV | $172,157 | $172,157 |
| NEW ENERGY INVESTORS III | FMV | $2,968,457 | $2,968,457 |
| OWNERSHIP CAPITAL GLOBAL EQUITY FUND | FMV | $3,056,310 | $3,056,310 |
| PAINE SCHWARTZ FOOD CHAIN FUND V B LP | FMV | $2,778,074 | $2,778,074 |
| REDWOOD GROVE CAPITAL FUND | FMV | $3,966,078 | $3,966,078 |
| RENEWAL4 US LIMITED PARTNERSHIP | FMV | $2,359,119 | $2,359,119 |
| SAFER MADE LP | FMV | $132,341 | $132,341 |
| SJF VENTURES III, LP | FMV | $226,129 | $226,129 |
| SJF VENTURES IV, LP | FMV | $802,347 | $802,347 |
| SONEN PRIVATE EQUITY | FMV | $2,532,096 | $2,532,096 |
| STEWART GEM SUSTAINABILITY LEADERS FUND | FMV | $2,385,809 | $2,385,809 |
| SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES FUND | FMV | $4,394,676 | $4,394,676 |
| THE CHILDREN INVESTMENT FUND | FMV | $3,089,500 | $3,089,500 |
| THE LYME FOREST FUND V | FMV | $3,608,810 | $3,608,810 |
| VANGUARD SHORT-TERM BOND INDEX FUND (VBIRX) 520.0310 SHARES | FMV | $5,221 | $5,221 |
| VISION RIDGE SUSTAINABLE ASSET FUND II | FMV | $3,654,172 | $3,654,172 |
| WAVE EQUITY FUND II | FMV | $4,004,580 | $4,004,580 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CORPORATE GOVERNANCE LEGAL SERVICES | CategoryTxt |
| Legal Fees | $21,392 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,392 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING SOFTWARE FEES | $1,248 | $0 | $1,248 |
| BANK SERVICE CHARGES | $7,004 | $0 | $7,004 |
| INSURANCE | $25,609 | $0 | $25,609 |
| IT RELATED COSTS | $1,490 | $0 | $1,490 |
| MISCELLANEOUS EXPENSES | $2,318 | $0 | $2,318 |
| OFFICE EQUIPMENT | $2,473 | $0 | $2,473 |
| OFFICE SUPPLIES | $1,600 | $0 | $1,600 |
| PARTNERSHIP EXPENSES | $0 | $936,406 | $0 |
| PAYROLL PROCESSING FEES | $8,516 | $0 | $8,516 |
| POSTAGE AND DELIVERY | $3,157 | $0 | $3,157 |
| PROGRAM EXPENSES | $11,612 | $0 | $11,612 |
| STATE FILING FEES | $1,654 | $0 | $1,654 |
| SUBSCRIPTIONS | $3,207 | $0 | $3,207 |
| TELEPHONE | $6,959 | $0 | $6,959 |
| WEBSITE | $3,757 | $0 | $3,757 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME/LOSS THRU K-1S | $0 | $19,416 | $0 |
| SECURITY LITIGATION PROCEEDS | $1,400 | $1,400 | $1,400 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $592,704 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT AND CUSTODIAL FEES | $24,922 | $24,922 | $0 |
| OTHER CONSULTING FEES | $2,500 | $0 | $2,500 |
| INVESTMENT ADVISORY FEES | $238,781 | $238,781 | $0 |
| PROGRAMMATIC CONSULTANTS | $30,000 | $0 | $30,000 |
| WEBSITE CONSULTING | $1,275 | $0 | $1,275 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES PAID | $70,000 | $0 | $0 |
| STATE UBI TAXES PAID | $4,425 | $0 | $0 |
| FOREIGN TAX WITHHELD | $0 | $43,275 | $0 |