2025-05-11T19:57:28-05:00 2024-06-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990PF 2023-07-01 462283123 V KANN RASMUSSEN FOUNDATION VKAN 475 RIVERSIDE DRIVE 900 NEW YORK NY 10115 IRENE KRARUP EXECUTIVE DIRECTOR 2128124268 2025-05-09 1 1 SCOTT BROWN P02104034 2122862600 2025-05-09 2023 2025-03-06 01:10:19Z X 88235809 X X 672776 1356481 1155424 8586719 553654 1400 20816 1829600 1930951 50000 0 50000 345509 0 345509 94781 0 94781 21392 0 21392 72192 0 56192 297478 263703 33775 36379 74425 43275 0 119905 0 119905 138363 0 138363 80604 936406 80604 1294649 1279763 940521 7461013 7461013 8755662 1279763 8401534 -6926062 651188 155443 306103 306103 7538614 966479 966479 200000 0 200000 200000 200000 5992793 5933477 5933477 2842192 3568117 3568117 4367962 3868579 3868579 73472163 73393054 73393054 94569167 88235809 88235809 0 0 X 90493156 84822071 4076011 3413738 94569167 88235809 94569167 88235809 94569167 -6926062 592704 88235809 0 88235809 SALE OF PUBLICLY TRADED SECURITIES 4075396 4146602 -71206 -71206 DBL PARTNERS III, LP P 11499 11499 ECOSYSTEM INTEGRITY FUND IV P 133153 133153 ECOSYSTEM INVESTMENT PARTNERS II, LP P -68405 -68405 ECOSYSTEM INVESTMENT PARTNERS III P -8733 -8733 G2VP P -360206 -360206 GENERATION IM CLIMATE SOLUTIONS FUND II P 195997 195997 195997 GENERATION IM GLOBAL EQUITY FUND, LLC P -149618 -149618 GLOBAL RENEWABLE POWER II P 46767 46767 HALL CAPITAL PARTNERS P 20000 20000 0 0 INCLUSIVE CAPITAL PARTNERS SPRING INTL LP P 40422 40422 40422 LANSDOWNE CLEAN ENERGY P 28406 28406 METROPOLITAN REAL ESTATE PARTNERS VI, LP P -2937 -2937 MONDRIAN IEQ ESG P -3266 -3266 MORGAN CREEK PARTNERS II, L.P. P 23065 23065 NEW ENERGY INVESTORS III P 89660 89660 OWNERSHIP CAPITAL GLOBAL EQUITY FUND P 242681 242681 PAINE SCHWARTZ FOOD CHAIN FUND V. B. LP P 395968 395968 REDWOOD GROVE CAPITAL FUND P 66599 66599 RENEWAL4 US LIMITED PARTNERSHIP P -73401 -73401 SJF VENTURES III, LP P -9516 -9516 SJF VENTURES IV, LP P -106344 -106344 SONEN CAPITAL GLOBAL SUSTAINABLE REAL ASSETS FUND P 119377 119377 STEWART INVESTORS GEMSL FUND (DST) P 81324 81324 TECHNOLOGY IMPACT FUND P 22159 22159 THE LYME FOREST FUND III TE, LP P -5888 -5888 THE LYME FOREST FUND IV TE, LP P -93 -93 THE LYME FOREST FUND V, TE LP P 7962 7962 VISION RIDGE SUSTAINABLE ASSET FUND II P -126927 -126927 CAMDEN PRIVATE CAPITAL III, LLC P 11520 11520 WAVE EQUITY FUND II P 19127 19127 BOSTON COMMON INTL SUSTAINABLE CLIMATE FUND P 4508 4508 553654 9052 0 9052 0 9052 152483 0 0 0 152483 X 0 143431 143431 0 0 0 0 0 0 0 0 0 1 1 0 1 1 DE NY 1 0 0 0 0 1 WWW.VKRF.ORG IRENE KRARUP 2128124268 475 RIVERSIDE DRIVE STE 900 NEW YORK NY 10115 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ASTRID KANN-RASMUSSEN 475 RIVERSIDE DRIVE SUITE 900 NEW YORK NY 10115 TRUSTEE AND BOARD CHAIR 2.00 10000 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 10000 0 0 DIANE IVES 475 RIVERSIDE DRIVE SUITE 900 NEW YORK NY 10115 TRUSTEE 1.00 10000 0 0 ANDREW BOWMAN 475 RIVERSIDE DRIVE SUITE 900 NEW YORK NY 10115 TRUSTEE AND TREASURER 1.50 20000 0 0 IRENE KRARUP 475 RIVERSIDE DRIVE NO 900 NEW YORK NY 10115 EXECUTIVE DIRECTOR 40.00 284579 75913 0 JENNIFER L KUPINSE 475 RIVERSIDE DRIVE NO 900 NEW YORK NY 10115 OPERATIONS AND GRANT 18.00 60930 0 0 0 CAMBRIDGE ASSOCIATES 4100 NORTH FAIRFAX DR ARLINGTON VA 22203 INVESTMENT ADVISORY 238781 0 0 85584820 6652770 0 92237590 0 0 92237590 1383564 90854026 4542701 4542701 9052 9052 4533649 0 4533649 0 4533649 8401534 0 8401534 4533649 0 0 2000690 1338475 3760531 3507485 10607181 8401534 0 0 0 4533649 3867885 0 0 14475066 0 0 0 0 0 0 0 14475066 2000690 1338475 3760531 3507485 3867885 X V KANN RASMUSSEN FOUNDATION INC 475 RIVERSIDE DRIVE NO 900 NEW YORK NY 10115 2128124271 SEE STATEMENT 13 SEE STATEMENT 13 SEE STATEMENT 13 CENTER FOR HUMANS AND NATURE 1776 WEST CASEY ROAD LIBERTYVILLE IL 60048 N/A PC IN SUPPORT OF DAVID ABRAM'S RESEARCH 212000 CHARLES UNIVERSITY ALBERTOV 6 PRAGUE 2 EZ 128 00 N/A PC IN SUPPORT OF "PERCEPTION AND DEVELOPMENTAL BEHAVIOR IN BOQUILA: THE WORLD ACCORDING TO A MIMIC WINE" PROJECT 80000 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 290250 CONFLUENCE PHILANTHROPY 215 LEXINGTON AVENUE 10TH FL NEW YORK NY 10016 N/A PC PRACTITIONER MEMBERSHIP FOR 2024-2025 5500 CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY PO BOX 29361 SAN FRANCISCO CA 94129 N/A PC MEMBERSHIP FOR 2024-2025 10000 GLOBAL ECOVILLAGE NETWORK INTERNATIONAL THE PARK FORRES MORAY SCOTLAND UK IV36 3TZ N/A PC IN SUPPORT OF THE "WEAVING HUMANITY BACK INTO THE WEB OF LIFE: KINECENTRIC LEADERSHIP THROUGHOUT THE POLYCRISIS" PROJECT 147686 GLOBAL ECOVILLAGE NETWORK INTERNATIONAL THE PARK FORRES MORAY SCOTLAND UK IV36 3TZ N/A PC IN SUPPORT OF THE "KEYSTONE COMMUNITIES - SUSTAINING LIFE THROUGH POLYCRISIS" 399950 HARVARD COLLAGE 45 FRNACIS AVE CAMBRIDGE MA 02138 N/A PC IN SUPPORT OF THE "THINKING WITH PLANTS AND FUNGI" PROJECT 23210 LUND UNIVERSITY SOLVEGATAN 37 LUND SW 223 62 N/A GOV IN SUPPORT OF "EXPLORING FUNGAL DECISION MAKING AND AGENCY IN SYMBIOTIC INTERACTIONS" PROJECT 250000 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" 120000 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 217996 RAND CORPORATION 1776 MAIN STREET SANTA MONICA CA 90401 N/A PC IN SUPPORT OF THE "LOOKING BACK TO LOOK FORWARD" PROJECT 399843 ROYAL ROADS UNIVERSITY 2005 SOOKE RD VICTORIA BRITISH COLUMBIA CA V9B 5Y2 N/A PC IN SUPPORT OF THE "SPEEDING UP THE DEVELOPMENT OF A COMMUNITY OF POLYCRIS RESEARCH AND PRACTICE" PROJECT 38000 ROYAL ROADS UNIVERSITY 2005 SOOKE RD VICTORIA BRITISH COLUMBIA CA V9B 5Y2 N/A PC IN SUPPORT OF THE HOSTING OF THE WWW.POLYCRISIS.ORG WEBSITE 100000 TMP PUBLIC CIC 15 THIRSK ROAD BICESTER UK OX261ED N/A PC IN SUPPORT OF THE MISSION CLIMATE PROJECT - FOR CORE FUNDING AND DEVELOPMENT ASSISTANCE 400000 UNITED NATIONS FOUNDATION 1750 PENNSYLVANIA AVENUE NW SUITE 300 WASHINGTON DC 20006 N/A PC IN SUPPORT OF A DEEP DIVE ON BIOCENTRIC APPROCHES 685000 UNITED NATIONS FOUNDATION 1750 PENNSYLVANIA AVENUE NW SUITE 300 WASHINGTON DC 20006 N/A PC IN SUPPORT OF THE SYSTEMIC RISK ASSESSMENT ACCELERATOR SYMPOSIUM 1250000 UNIVERSITY OF ALBERTA 1-560 ENTERPRISE SQUARE 10230 JASPER AVE NW EDMONTON CA AB T5J 4P6 N/A PC IN SUPPORT OF THE PROJECT "WHAT WOULD PLANT COGNITION LOOK LIKE: AN EXPERIMENTAL APPROACH TO UNDERSTANDING" 246400 UNIVERSITY OF CAMBRIDGE TRUMPINGTON STREET CAMBRIDGE UK CB2 1PZ N/A PC IN SUPPORT OF A CONFERENCE ON "PETROCHEMICALS AND CLIMATE" 9181 UNIVERSITY OF CAMBRIDGE TRUMPINGTON STREET CAMBRIDGE UK CB2 1PZ N/A PC IN SUPPORT OF THE "RESEARCH WORKING GROUP ON PETROCHEMICALS AND CLIMATE CHANGE" 170000 UNIVERSITY OF COPENHAGEN NORREGADE 10 COPENHAGEN DA DK-1017 N/A PC IN SUPPORT OF THE CENTER FOR APPLIED ECOLOGY 662273 UNIVERSITY OF EXETER GLOBAL SYSTEMS INSTITUTE NORTHCOTE HOUSE EXETER UK EX4 4QJ N/A PC IN SUPPORT OF YOUR "A RESILIENCE SENSING SYSTEM TO HELP UNDERSTAND, MITIGATE, AND GOVERN THE POLYCRISIS" PROJECT 399033 UNIVERSITY OF READING WHITEKNIGHTS PO BOX 2127 READING UK RG6 6AH N/A PC IN SUPPPORT OF "CATALYST FOR BIOCENTRIC AWARENESS AND GOVERNANCE" PROJECT 247630 UNIVERSITY OF READING WHITEKNIGHTS PO BOX 2127 READING UK RG6 6AH N/A PC IN SUPPORT OF THE "ELECTRICAL COMMUNICATION BETWEEN PLANTS AND MYCORRHIZAL FUNGI: EXPLORING THE CELLULAR AND MOLECULAR BASIS OF EXPENDED COGNITION" PROJECT 249862 UNVERSIDAD DE MURCIA CAMPUS DE ESPINARDO 30100 MURCIA MURCIA SP N/A PC IN SUPPORT OF TWO-DAY WORKSHOP ON PLANT SIGNALING AND BEHAVIOR 10000 UNVERSIDAD DE MURCIA CAMPUS DE ESPINARDO 30100 MURCIA MURCIA SP N/A PC IN SUPPORT OF THE PROJECT "INVESTIGATING COLLECTIVE INTILLIGENCE IN FOREST ECOSYSTEMS" 178374 UNVERSIDAD DE MURCIA CAMPUS DE ESPINARDO 30100 MURCIA MURCIA SP N/A PC IN SUPPORT OF THE PROJECT "BEHAVIORAL EVIDENCE FOR PLANT CONSCIOUSNESS" 243679 UNVERSIDAD DE MURCIA CAMPUS DE ESPINARDO 30100 MURCIA MURCIA SP N/A PC IN SUPPORT OF THE PROJECT "ECOLOGICAL INSIGHTS FOR PLANT ACOUTICS" 158374 UNVERSIDAD DE MURCIA CAMPUS DE ESPINARDO 30100 MURCIA MURCIA SP N/A PC IN SUPPORT OF THE PROJECT "BEAN SYNC: MITIGATING PLANT JET JAG IN COMMON BEANS WITH PHYTOMELATONIN" 246772 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 10000 7461013 HARVARD COLLAGE 45 FRNACIS AVE CAMBRIDGE MA 02138 N/A PC IN SUPPORT OF THE "THINKING WITH PLANTS AND FUNGI" PROJECT 370810 UNIVERSITY OF COPENHAGEN NORREGADE 10 COPENHAGEN DA DK-1017 N/A PC IN SUPPORT OF THE CENTER FOR APPLIED ECOLOGY 1431517 1802327 901101 1083 14 671693 14 1400 901101 -13196 18 1168620 OTHER INCOME THROUGH K-1 901101 -23760 14 23760 -35873 1865473 0 1829600 0 0 0 0 0 0 0 0 0 0 BOOKKEEPING SERVICES 26692 0 26692 AUDIT AND TAX SERVICE 45500 0 29500 SUPPLEMENTARY INFORMATION FORM 990-PF, PART XV, LINE 2 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. ABBVIE INC (00287YBX6) 110,000 UNITS 100936 100936 AIR PRODUCTS & CHEMICALS (009158AY2) 45,000 UNITS 41353 41353 ALEXANDRIA REAL ESTATE E (015271AU3) 45,000 UNITS 44041 44041 AMERICAN HONDA FINANCE MEDIUM TERM NOTE (02665WDL2) 120,000 UNITS 114964 114964 AMGEN INC(031162CT5) 90,000 SHARES 83487 83487 ANTHEM INC (036752AG8) 110,000 UNITS 106308 106308 BANK OF AMERICA CORP MEDIUM TERM NOTE (06051GJF7) 190,000 UNITS 156501 156501 BANK OF NY MELLON CORP MEDIUM (06406RBJ5) 160,000 UNITS 158203 158203 BLACKROCK FUNDING INC (09290DAB7) 110,000 UNITS 109145 109145 BOSTON PROPERTIES LP (10112RAY0) 45,000 UNITS 41991 41991 BRISTOL-MYERS SQUIBB (110122EF1) 110,000 UNITS 109783 109783 CHUBB INA HOLDINGS INC (171239AG1) 135,000 UNITS 110064 110064 CITIGROUP INC (172967LP4) 110,000 UNITS 104855 104855 CNH INDUSTRIAL CAPITAL LLC (12592BAR5) 55,000 UNITS 55584 55584 COMCAST CORP(20030NCT6) 120,000 UNITS 116171 116171 CVS HEALTH CORP (126650CX6) 100,000 UNITS 96562 96562 ENBRIDGE INC (29250NAL9) 55,000 UNITS 53695 53695 EVERSOURCE ENERGY (30040WAK4) 120,000 UNITS 96768 96768 FIFTH THIRD BANCORP (316773DJ6) 102,000 UNITS 104224 104224 GENERAL MILLS INC (370334CG7) 80,000 UNITS 77487 77487 GOLDMAN SACHS GROUP INC (38141GWL4) 105,000 UNITS 100445 100445 HOME DEPOT INC (437076BM3) 115,000 UNITS 110829 110829 JOHN DEERE CAPITAL CORP (24422EWR6) 155,000 UNITS 154340 154340 LOCKHEED MARTIN CORP (539830BH1) 110,000 UNITS 102598 102598 LOWE'S COS INC (548661DM6) 90,000 UNITS 85722 85722 MASTERCARD INC (57636QAX2) 100,000 UNITS 99549 99549 MEDTRONIC GLOBAL HOLDINGS (58507LBB4) 110,000 UNITS 107480 107480 MORGAN STANLEY (61747YEY7) 100,000 UNITS 106149 106149 NEXTERA ENERGY CAPITAL HOLDINGS INC (65339KBY5) 120,000 UNITS 110549 110549 PROLOGIS LP (74340XBR1)135,000 UNITS 107714 107714 ROYAL BANK OF CANADA MEDIUM TERM NOTE (78015K7H1) 180,000 UNITS 172843 172843 RYDER SYSTEM INC (78355HKX6) 50,000 UNITS 52035 52035 SEMPRA ENERGY (816851BA6) 110,000 UNITS 103824 103824 THERMO FISHER SCIENTIFIC DTD (883556CT7) 105,000 UNITS 104546 104546 TORONTO-DOMINION BANK MEDIUM TERM NOTE CONVERTIBLE (89114TZN5) 175,000 UNITS 162412 162412 UNITEDHEALTH GROUP INC (91324PEY4) 52,000 UNITS 51576 51576 WALT DISNEY COMPANY (254687FL5) 168,000 UNITS 146016 146016 WASTE MGMT INC (94106LBW8) 110,000 UNITS 107830 107830 ABBOTT LABORATORIES (ABT) 448 SHARES 46551 46551 ABBVIE INC (ABBV) 267 SHARES 45795 45795 ACCENTURE PLC- CL A (ACN) 105 SHARES 31857 31857 ACUITY BRANDS HOLDING COMPANY INC (AYI) 128 SHARES 30904 30904 ADOBE INC (ADBE) 46 SHARES 25555 25555 ADVANCED MICRO DEVICES INC COM (AMD) 115 SHARES 18654 18654 AFFILIATED MANAGERS GROUP (AMG) 440 SHARES 68741 68741 AGCO CORPORATION (AGCO) 246 SHARES 24078 24078 AIR LEASE CORP (AL) 40 SHARES 1901 1901 ALPHABET INC CL A (GOOGL) 604 SHARES 110019 110019 ALPHABET INC CL C (GOOG) 431 SHARES 79054 79054 AMAZON.COM INC (AMZN) 460 SHARES 88895 88895 AMERICAN EXPRESS CO (AXP) 147 SHARES 34038 34038 AMERICAN WATER WORKS COMPANY INC (AWK) 13 SHARES 1679 1679 AMGEN INC (AMGN) 77 SHARES 24059 24059 APPLE INC (AAPL) 667 SHARES 140484 140484 APPLIED MATERIALS INC (AMAT) 45 SHARES 10620 10620 ARCH CAPITAL GROUP LTD (ACGL) 111 SHARES 11199 11199 ARROW ELECTRICS COMMON (ARW) 14 SHARES 1691 1691 AT&T INC (T) 100 SHARES 1911 1911 AUTODESK COM (ADSK) 45 SHARES 11135 11135 AVNET INC (AVT) 1,039 SHARES 53498 53498 BANK OF AMERICA CORPORATION (BAC) 168 SHARES 6681 6681 BANK OF NY MELLON CORP (BK) 44 SHARES 2635 2635 BOSTON PROPERTIES INC - REIT (BXP) 256 SHARES 15759 15759 BRISTOL-MYERS SQUIBB CO (BMY) 530 SHARES 22011 22011 CAPITAL ONE FINANCIAL CORP (COF) 139 SHARES 19245 19245 CATERPILLAR INC (CAT) 5 SHARES 1666 1666 CHUBB LTD (CB) 129 SHARES 32905 32905 CISCO SYSTEMS INC (CSCO) 1,303 SHARES 61906 61906 COMCAST CORP (CMCSA) 208 SHARES 8145 8145 COUSINS PROPERTIES INC REAL ESTATE INVESTMENT TRUST (CUZ) 1,085 SHARES 25118 25118 CROCS INC (CROX) 20 SHARES 2919 2919 CVS HEALTH CORP (CVS) 262 SHARES 15474 15474 DANAHER CORP COM (DHR) 33 SHARES 8245 8245 DARLING INGREDIENTS INC (DAR) 689 SHARES 25321 25321 DEERE & CO (DE) 117 SHARES 43715 43715 DELL TECHNOLOGIES INC CL C (DELL) 311 SHARES 42890 42890 DICKS SPORTING GOODS INC (DKS) 10 SHARES 2149 2149 DIGITAL REALTY TRUST INC (DE) 86 SHARES 13076 13076 EBAY INC COM (EBAY) 71 SHARES 3814 3814 ELEVANCE HEALTH INC (ELV) 113 SHARES 61230 61230 ENPHASE ENERGY INC (ENPH) 85 SHARES 8475 8475 EVEREST GROUP LTD (EG) 180 SHARES 68584 68584 FIRST SOLAR INC (FSLR) 96 SHARES 21644 21644 GE AEROSPACE (GE) 95 SHARES 15102 15102 GE VERNOVA LLC (GE) 23 SHARES 3945 3945 GEN DIGITAL INC (GEN)303 SHARES 7569 7569 GENERAL MILLS INC (GIS) 35 SHARES 2214 2214 GENERAL MOTORS COMPANY (GM) 1,714 SHARES 79632 79632 GENWORTH FINANCIAL INC CLASS A (GNW) 93 SHARES 562 562 GILEAD SCIENCES INC COM (GILD) 91 SHARES 6244 6244 GOLDMAN SACHS GROUP INC COM (GS) 97 SHARES 43875 43875 HARTFORD FINANCIAL SERVICES GROUP INCORPORATED (HIG) 752 SHARES 75606 75606 HEWLETT PACKARD ENTERPRISE COMPANY (HPE) 3,567 SHARES 75513 75513 HIGHWOODS PROPERTIES REAL ESTATE INVESTMENT TRUST (HIW) 255 SHARES 6699 6699 HP INC (HPQ) 993 SHARES 34775 34775 INTEL CORP COM (INTC) 252 SHARES 7804 7804 INTERNATIONAL BUSINESS MACHINES CORP (IBM) 127 SHARES 31131 31131 INTUIT INC COM (INTU) 36 SHARES 23660 23660 JOHNSON & JOHNSON (JNJ) 626 SHARES 91496 91496 JONES LANG LASALLE INC COM (JLL) 12 SHARES 2463 2463 JPMORGAN CHASE & CO (JPM) 68 SHARES 13754 13754 KB HOME COM (KBH) 1,101 SHARES 77268 77268 KBR INC (KBR) 36 SHARES 2309 2309 KILROY REALTY CORPORATION REAL ESTATE INVESTMENT TRUST (KRC) 1,952 SHARES 60844 60844 KRAFT HEINZ CO (KHC) 351 SHARES 11309 11309 KROGER COMPANY COMMON (KR) 137 SHARES 6840 6840 MACY'S INC (M) 117 SHARES 2246 2246 MASTERCARD INC CLASS A (MA) 43 SHARES 18970 18970 MEDTRONIC PLC (MDT) 72 SHARES 5667 5667 MERCK & COMPANY INC (MRK) 692 SHARES 85670 85670 META PLATFORMS, INC-A (META) 176 SHARES 88743 88743 MICROSOFT CORP (MSFT) 687 SHARES 307055 307055 NVIDIA CORP COM (NVDA) 2180 SHARES 269317 269317 ORMAT TECHNOLOGIES INC (ORA) 908 SHARES 65104 65104 PAYPAL HOLDINGS INC (PYPL) 48 SHARES 2785 2785 PFIZER INC (PFE) 245 SHARES 6855 6855 PROLOGIS INC (PLD) 12 SHARES 1348 1348 QUALCOMM INC (QCOM) 162 SHARES 32267 32267 REGENERON PHARMACEUTICALS INC (REGN) 10 SHARES 10510 10510 RENAISSANCERE HOLDINGS LTD 32409 32409 S&P GLOBAL INC (SPGI) 32 SHARES 14272 14272 SALESFORCE INC (CRM) 212 SHARES 54505 54505 SERVICENOW INC (NOW) 39 SHARES 30680 30680 SHERWIN WILLIAMS CO (SHW) 13 SHARES 3880 3880 SYNCHRONY FINANCIAL (SYF) 295 SHARES 13921 13921 SYSCO CORP (SYY) 54 SHARES 3855 3855 TARGET CORP COM (TGT) 145 SHARES 21466 21466 TAYLOR MORRISON HOME CORP (TMHC) 52 SHARES 2883 2883 TEGNA INC (TGNA) 872 SHARES 12156 12156 TESLA INC (TSLA) 288 SHARES 56989 56989 THE CIGNA GROUP (CI) 107 SHARES 35371 35371 THERMO FISHER SCIENTIFIC INC (TMO) 14 SHARES 7742 7742 UNITEDHELATH GROUP INC (UNH) 33 SHARES 16806 16806 UNUM GROUP (UNM) 911 SHARES 46561 46561 VALVOLINE INC (VVV) 98 SHARES 4234 4234 VERIZON COMMUNICATIONS COM (VZ) 1,129 SHARES 46560 46560 VIATRIS INC (VTRS) 2,134 SHARES 22684 22684 VISA INCORPORATED (V) 175 SHARES 45932 45932 VORNADO REALTY TRUST REAL ESTATE INVESTMENT TRUST (VNO) 196 SHARES 5153 5153 VOYA FINANCIAL, INC (VOYA) 374 SHARES 26610 26610 W W GRAINGER INC (GWW) 24 SHARES 21654 21654 WALMART INC. (WMT) 714 SHARES 48345 48345 WESCO INTERNATIONAL INCORPORATED (WCC) 11 SHARES 1744 1744 WILLIAM SONOMA INC COM (WSM) 132 SHARES 37273 37273 XYLEM INC-W/I (XYL) 10 SHARES 1356 1356 3937443 3937443 1996034 1996034 AZOLLA VENTURES CATALYTIC FUND I, LP FMV 438474 438474 AZOLLA VENTURES FULL-CYCLE FUND I, LP FMV 242524 242524 CAMDEN PRIVATE CAPITAL III FMV 179066 179066 CAPRICORN TECHNOLOGY IMPACT FUND FMV 5638691 5638691 CONTROLLED ENVIRONMENT FOOD FUND II, LLC FMV 1026188 1026188 DBL PARTNERS III LP FMV 680027 680027 ECOSYSTEM INTEGRITY FUND IV FMV 2747243 2747243 ECOSYSTEM INVESTMENT PARTNERS III, LP FMV 344650 344650 G2VP FMV 3625293 3625293 GENERATION GLOBAL EQUITY FMV 4845056 4845056 GENERATION IM CLIMATE SOLUTIONS FUND II FMV 642644 642644 GLOBAL RENEWABLE POWER II FMV 1049149 1049149 GMO INVESTMENTS ICAV CLIMATE CHANGE FUND FMV 1804633 1804633 GREENBACKER FMV 3299961 3299961 HALL CAPITAL FMV 385335 385335 INCLUSIVE CAPITAL PARTNERS (VALUEACT SPRING INTERNATIONAL) FMV 392053 392053 LANSDOWNE CLEAN ENERGY FUND LP FMV 1812647 1812647 LYME FOREST FUND IV FMV 223643 223643 MONDRIAN IEQ FMV 3629564 3629564 MORGAN CREEK PARTNERS II, LP FMV 189186 189186 MREP INTERNATIONAL III FMV 35816 35816 MREP VI FMV 25335 25335 NEW ENERGY CAP INFRASTRUCTURE CREDIT FMV 172157 172157 NEW ENERGY INVESTORS III FMV 2968457 2968457 OWNERSHIP CAPITAL GLOBAL EQUITY FUND FMV 3056310 3056310 PAINE SCHWARTZ FOOD CHAIN FUND V B LP FMV 2778074 2778074 REDWOOD GROVE CAPITAL FUND FMV 3966078 3966078 RENEWAL4 US LIMITED PARTNERSHIP FMV 2359119 2359119 SAFER MADE LP FMV 132341 132341 SJF VENTURES III, LP FMV 226129 226129 SJF VENTURES IV, LP FMV 802347 802347 SONEN PRIVATE EQUITY FMV 2532096 2532096 STEWART GEM SUSTAINABILITY LEADERS FUND FMV 2385809 2385809 SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES FUND FMV 4394676 4394676 THE CHILDREN INVESTMENT FUND FMV 3089500 3089500 THE LYME FOREST FUND V FMV 3608810 3608810 VANGUARD SHORT-TERM BOND INDEX FUND (VBIRX) 520.0310 SHARES FMV 5221 5221 VISION RIDGE SUSTAINABLE ASSET FUND II FMV 3654172 3654172 WAVE EQUITY FUND II FMV 4004580 4004580 CORPORATE GOVERNANCE LEGAL SERVICES 21392 0 21392 ACCOUNTING SOFTWARE FEES 1248 0 1248 BANK SERVICE CHARGES 7004 0 7004 INSURANCE 25609 0 25609 IT RELATED COSTS 1490 0 1490 MISCELLANEOUS EXPENSES 2318 0 2318 OFFICE EQUIPMENT 2473 0 2473 OFFICE SUPPLIES 1600 0 1600 PARTNERSHIP EXPENSES 0 936406 0 PAYROLL PROCESSING FEES 8516 0 8516 POSTAGE AND DELIVERY 3157 0 3157 PROGRAM EXPENSES 11612 0 11612 STATE FILING FEES 1654 0 1654 SUBSCRIPTIONS 3207 0 3207 TELEPHONE 6959 0 6959 WEBSITE 3757 0 3757 OTHER INCOME/LOSS THRU K-1S 0 19416 0 SECURITY LITIGATION PROCEEDS 1400 1400 1400 UNREALIZED GAIN ON INVESTMENTS 592704 INVESTMENT MANAGEMENT AND CUSTODIAL FEES 24922 24922 0 OTHER CONSULTING FEES 2500 0 2500 INVESTMENT ADVISORY FEES 238781 238781 0 PROGRAMMATIC CONSULTANTS 30000 0 30000 WEBSITE CONSULTING 1275 0 1275 FEDERAL EXCISE TAXES PAID 70000 0 0 STATE UBI TAXES PAID 4425 0 0 FOREIGN TAX WITHHELD 0 43275 0