BUILDERS INITIATIVE: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: BUILDERS INITIATIVE (EIN 82-1503941)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-11
IRS object ID: 202323159349100707
Schema version: 2022v5.0
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
Schedule B
Accounting Fees Schedule
Expenditure Responsibility Stmt
Gain Loss Sale Other Assets Sch
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Other Notes Loans Rcvbl Long Sch
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-11T12:10:04+00:00	ReturnTs
Tax Period End	2022-12-31	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	72712	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	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	PO BOX 1860	AddressLine1Txt
City	BENTONVILLE	CityNm
State Abbreviation	AR	StateAbbreviationCd
ZIP	72712	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROBERT A SMITH	PersonNm
Person Title	TREASURER	PersonTitleTxt
Signature	2023-11-11	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ROBERT	PersonFirstNm
Person Last	SMITH	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LUKE C MITCHELL	PreparerPersonNm
PTIN	P03095207	PTIN
Phone	4794641500	PhoneNum
Preparation	2020-11-01	PreparationDt

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,125,892,470	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	$162,657,019	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$21,482,550	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$21,482,403	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$4,959,092	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,404,928,669	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$166,822,526	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	$634,119	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$18,620	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$0	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$189,732,780	TotalRevAndExpnssAmt
Total Net Invst Incm	$188,323,549	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Legal Fees Rev And Expnss	$191,749	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$30,756	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$160,993	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$61,379	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$61,379	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$9,010,781	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$6,848,721	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$2,162,060	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	$190,737	InterestRevAndExpnssAmt
Interest Net Invst Incm	$104,624	InterestNetInvstIncmAmt
Taxes Rev And Expnss	$2,914,693	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,275,842	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
Trav Conf Meeting Rev And Expnss	$843	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$843	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$4,285,905	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$4,137,395	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$23,182	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$16,656,087	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$12,397,338	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,408,457	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$87,986,780	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$87,986,780	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$104,642,867	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$12,397,338	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$90,395,237	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$85,089,913	ExcessRevenueOverExpensesAmt
Net Investment Income	$175,926,211	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$274,682	CashBOYAmt
Cash EOY	$489,820	CashEOYAmt
Cash EOYFMV	$489,820	CashEOYFMVAmt
Acct Rcvbl BOY	$0	AcctRcvblBOYAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
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	$5,250,000	OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY	$2,750,000	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$5,250,000	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$5,250,000	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	$750,616	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	$1,028,858,651	OtherInvestmentsBOYAmt
Other Investments EOY	$1,111,233,426	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,119,402,034	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$0	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$0	LandBldgEquipAccumDeprecAmt
Land BOY	$0	LandBOYAmt
Land EOYFMV	$0	LandEOYFMVAmt
Other Assets BOY	$0	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$1,032,637,433	TotalAssetsBOYAmt
Total Assets EOY	$1,117,727,346	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,125,892,470	TotalAssetsEOYFMVAmt
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	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$1,032,637,433	RetainedEarningBOYAmt
Retained Earning EOY	$1,117,727,346	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,032,637,433	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,117,727,346	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,032,637,433	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,117,727,346	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,032,637,433	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$85,089,913	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$1,117,727,346	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,117,727,346	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
481,000 SHARES OF PUBLICLY TRADED SECURITIES	D	$64,801,726	$171,053	$64,630,673	$0	$64,630,673
NORTHERN TRUST CASH ACCOUNT - VARIOUS STOCKS	P	$10,760,292	$10,999,966	-$239,674	$0	-$239,674
NORTHERN TRUST CASH ACCOUNT - CAPITAL GAIN DISTRIBUTIONS	P	$9,145	$0	$9,145	$0	$9,145
NORTHERN TRUST CASH ACCOUNT - VARIOUS STOCKS	P	$84,602,364	$84,597,660	$4,704	$0	$4,704
NORTHERN TRUST WORLD EX - VARIOUS STOCKS	P	$16,439,197	$17,198,302	-$759,105	$0	-$759,105
NORTHERN TRUST WORLD EX - VARIOUS STOCKS	P	$93,504,364	$82,932,154	$10,572,210	$0	$10,572,210
NORTHERN TRUST R1000 - VARIOUS STOCKS	P	$1,285,631	$1,668,494	-$382,863	$0	-$382,863
NORTHERN TRUST R1000 - CAPITAL GAIN DISTRIBUTIONS	P	$6,618	$0	$6,618	$0	$6,618
NORTHERN TRUST R1000 - VARIOUS STOCKS	P	$36,568,703	$31,431,652	$5,137,051	$0	$5,137,051
NORTHERN TRUST TIAA BONDS - VARIOUS STOCKS	P	$482,918,370	$498,391,487	-$15,473,117	$0	-$15,473,117
NORTHERN TRUST TIAA BONDS - VARIOUS STOCKS	P	$738,718	$745,600	-$6,882	$0	-$6,882
CLEAN ENERGY FUND - VARIOUS STOCKS	P	$116,086,386	$117,019,098	-$932,712	$0	-$932,712
NORTHERN TRUST FTSE TPI - VARIOUS STOCKS	P	$58,363,990	$67,090,786	-$8,726,796	$0	-$8,726,796
NORTHERN TRUST FTSE TPI - CAPITAL GAIN DISTRIBUTIONS	P	$95,063	$0	$95,063	$0	$95,063
NORTHERN TRUST FTSE TPI - VARIOUS STOCKS	P	$178,846,085	$161,686,464	$17,159,621	$0	$17,159,621
NORTHERN TRUST RBC GLOBAL - VARIOUS STOCKS	P	$162,273,650	$163,503,594	-$1,229,944	$0	-$1,229,944
PASS-THROUGH GAIN/LOSS	P	$206,743	$394,224	-$187,481	$0	-$187,481
SECTION 1256 LOSS DISTRIBUTION	P	$0	$47,300	-$47,300	$0	-$47,300
546,000 SHARES OF PUBLICLY TRADED SECURITIES	D	$82,883,304	$194,168	$82,689,136	$0	$82,689,136
96,000 SHARES OF PUBLICLY TRADED SECURITIES	D	$14,538,320	$34,141	$14,504,179	$0	$14,504,179

Field	Value	IRS element (for citing)
Capital Gain Net Income	$166,822,526	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	$2,445,374	InvestmentIncomeExciseTaxAmt
Subtotal	$2,445,374	SubtotalAmt
Tax Based On Investment Income	$2,445,374	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,404,076	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$1,300,000	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$2,704,076	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$258,702	OverpaymentAmt
Applied To ES Tax	$258,702	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	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	N/A	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 (6 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
PO BOX 1860	BENTONVILLE	AR	72712	DIRECTOR, CO-CHIEF OFFICER, CHAIRMAN	10.000	$0	$0	$0
SAMANTHA WALTON
PO BOX 1860	BENTONVILLE	AR	72712	DIRECTOR, CO-CHIEF OFFICER, CHAIRMAN	5.000	$0	$0	$0
MATT KNOTT
PO BOX 1860	BENTONVILLE	AR	72712	DIRECTOR	2.000	$0	$0	$0
BRUCE MCNAMER
PO BOX 1860	BENTONVILLE	AR	72712	PRESIDENT	10.000	$0	$0	$0
LISA FORBES
PO BOX 1860	BENTONVILLE	AR	72712	SECRETARY	5.000	$0	$0	$0
ROBERT A SMITH
PO BOX 1860	BENTONVILLE	AR	72712	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	$5,871,051
NORTHERN TRUST
50 SOUTH LASALLE STREET	CHICAGO	IL	60603	INVESTMENT MANAGEMENT	$2,066,198
SPITFIRE STRATEGIES LLC
2300 N STREET NW	WASHINGTON	DC	20037	CONSULTING	$776,261	SUITE 610
WALTON ENTERPRISES LLC
PO BOX 1860	BENTONVILLE	AR	72712	MANAGEMENT SERVICES	$129,493
MORGAN LEWIS & BOCKIUS LLP
1701 MARKET STREET	PHILADELPHIA	PA	19103	LEGAL SERVICES	$113,968

Field	Value	IRS element (for citing)
Contractor Paid Over50k	2	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	Loan to Best Friends Animal Society - To help construct a pet resource center in Bentonville, Arkansas (the "Bentonville Pet Resource Center"), providing shelter, adoption, and medical services for community pets and educational outreach about such community pets.	Description1Txt
Expenses1	$2,500,000	Expenses1Amt
Total	$2,500,000	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,059,877,090	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$35,607,068	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,095,484,158	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$1,095,484,158	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$16,432,262	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,079,051,896	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$53,952,595	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$53,952,595	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,445,374	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,445,374	TotalTaxAmt
Distributable Before Adj	$51,507,221	DistributableBeforeAdjAmt
Distributable Before Ded	$51,507,221	DistributableBeforeDedAmt
Distributable As Adjusted	$51,507,221	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$90,395,237	ExpensesAndContributionsAmt
Program Related Invst Total	$2,500,000	ProgramRelatedInvstTotalAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$92,895,237	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$51,507,221	DistributableAsAdjustedAmt
Undistributed Income PY	$44,338,369	UndistributedIncomePYAmt
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	$92,895,237	QualifyingDistributionsAmt
Applied To Year1	$44,338,369	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$48,556,868	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$2,950,353	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	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	$0	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 (316 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
3Arts Inc
180 N Michigan Ave Ste 329	Chicago	IL	60601	PC	To launch and support the Next Level Teaching Artist awards.	$120,000
6018North NFP
6018 N Kenmore	Chicago	IL	60660	PC	To support the Justice Hotel: Expanding the Collective programming.	$50,000
A Well-Fed World
1380 Monroe Street Northwest 222	Washington	DC	20010	PC	Regranting to under-resourced grassroots animal advocacy groups led by women, trans and nonbinary, and BIPOC leadership.	$20,000
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 2022 - 2025	$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	$85,000
Advocates for Urban Agriculture
PO Box 168083	Chicago	IL	60616	PC	to support AUA's Water Access support program	$81,610
Albany Park Theater Project
5100 North Ridgeway Avenue	Chicago	IL	60625	PC	To provide support for 2022 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
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 across the state of Michigan.	$250,000
Animal Defense Partnership Inc
923 Saw Mill River Road 242	Ardsley	NY	10502	PC	Legal Aid for FAW Organizations	$50,000
Aquarium of the Pacific
100 Aquarium Way	Long Beach	CA	90802	PC	to support the "Cutting the Blue Tape" program	$90,959
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
Art Council Inc aka Artadia
45 Main Street Suite 515	Brooklyn	NY	11201	PC	to support artist specific production costs for Skin in the Game, a non-commercial group exhibition kicking-off during EXPO Chicago that amplifies diverse voices from different cultures to harness the multiplicity of interpretations around skin.	$20,000
Artists Cooperative Residency and Exhibitions Project
1345 W 19th Street	Chicago	IL	60608	PC	To provide support for 2022 operations.	$5,000
As You Sow
Main Post Office PO Box 751	Berkeley	CA	94701	PC	To provide support for 2022 operations.	$250,000
B Lab Company
15 Waterloo Avenue	Berwyn	PA	19312	PC	To provide one-time general operating support to B Lab as part of the Capitalism 2.0 strategic inquiry	$250,000
Bahamas National Trust Fund Inc
PO Box 5910	Princeton	NJ	08543	PC	To increase the management effectiveness of Bahamian MPAs by strengthening public support and trust through strategic engagement of fishers, community based monitoring programs, and the implementation of surveillance tools for compliance.	$351,271
Balanced Inc
904 East 43rd Street	Kansas City	MO	64110	PC	Fiber Campaign and Instituional Outreach	$100,000
Best Friends Animal Society
5001 Angel Canyon Road	Kanab	UT	84741	PC	for Pet Resource Center construction	$2,757,500
Best Friends Animal Society
5001 Angel Canyon Road	Kanab	UT	84741	PC	To support operations and staff costs leading up to the opening of the Pet Resource Center, as more fully described in Grantee's proposal named Fall 2020	$210,500
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
Beyond Carnism Inc
3936 South Semoran Boulevard 271	Orlando	FL	32822	PC	Support for Beyond Carnism's How to End Injustice Everywhere Campaign	$100,000
BIG NFP (aka Blacks in Green)
6011 S Saint Lawrence Ave	Chicago	IL	60637	PC	To grow the organizational capacity of Blacks in Green and continue the work of the Black Energy Justice project	$500,000
Bigelow Laboratory for Ocean Sciences
60 Bigelow Drive	Boothbay	ME	04544	PC	To support the proposal of developing pragmatic tools for quantifying and verifying carbon burial rates on operational farms, enabling farmers to implement and valorize this promising natural climate solution.	$432,934
BISSELL Pet Foundation
2345 Walker Ave NW	Grand Rapids	MI	49544	PF	to support the Empty the Shelters program	$100,000
Black Ensemble Theater
4450 North Clark Street	Chicago	IL	60640	PC	To provide support for 2022 operations.	$50,000
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	$150,000
Board of Trustees of the Leland Stanford Junior University
450 Jane Stanford Way	Stanford	CA	94305	PC	Communications & Engagement for Blue Food Renewal (2022)	$298,920
Business Services Collective NFP
503 East 61st Street	Chicago	IL	60637	PC	To provide support for 2022 operations.	$75,000
California Ocean Science Trust
1017 L Street 293	Sacramento	CA	95814	PC	Accelerating Coastal Resilience in California Through Nature-Based Insurance	$220,000
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.	$158,323
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.	$75,730
Catcade Inc
1235 W Belmont Ave Unit A	Chicago	IL	60657	PC	To provide support for 2022 operations.	$25,000
Center for Cultural Innovation
244 San Pedro Street 401	Los Angeles	CA	90012	PC	Fund Ambitio-US for up to $250,000 annually over three years to support 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 on Rural Innovation Inc
2 Quechee Road	Hartland	VT	05048	PC	To scale the American Connection Communities project to build tech economy ecosystem strategies for rural communities	$50,000
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
Chicago Adventure Therapy
PO BOX 13062	CHICAGO	IL	60613	PC	To provide support for 2022 operations.	$25,000
Chicago Architecture Biennial Inc
78 E Washington St	Chicago	IL	60602	PC	To provide support for 2022 operations.	$100,000
Chicago Artists Coalition
2130 W Fulton St Unit B	Chicago	IL	60612	PC	Fund ten grants at $2,500 each for ALAANA, underrepresented, informally trained, and emerging/early career artists in Chicago.	$30,000
Chicago Blend Group
2833 North Burling Street Apt 2	Chicago	IL	60657	PC	To provide support for 2022 operations.	$25,000
Chicago Community Foundation
33 South State Street	Chicago	IL	60603	PC	to support the Chicago Fund for Safe and Peaceful Communities, a collaborative fund housed at the Chicago Community Trust.	$50,000
Chicago Community Foundation
33 South State Street	Chicago	IL	60603	PC	to support Elevated Chicago's general operations	$100,000
Chicago Community Foundation
33 South State Street	Chicago	IL	60603	PC	to support the planning, design, and implementation of Community Investment Vehicles (CIVs) on the south and west sides of Chicago	$100,000
Chicago Community Foundation
33 South State Street	Chicago	IL	60603	PC	to design, pilot, evaluate, and implement a general operating fund for Chicagoland arts organizations, and complement the fund with a community of practice	$2,200,000
Chicago Community Foundation
33 South State Street	Chicago	IL	60603	PC	To support Chicago CRED's North Lawndale Collaborative.	$2,500,000
Chicago Food Policy Advisory Council Nfp
1 N State St Ste 1500	Chicago	IL	60602	PC	To advance Chicago's Good Food Purchasing capabilities by building capacity for more institutions to navigate the transition to purchasing Good Food and to support GFPI Chicago to evaluate program successes to promote wider adoption longer term	$200,000
Chicago Fund for Aging & Disability DBA Meals on Wheels Chicago
314 West Superior Street Suite 300	Chicago	IL	60654	PC	To support Meals On Wheels Chicago general operations programming.	$25,000
Chicago Humanities Festival
500 North Dearborn Street	Chicago	IL	60654	PC	To provide support for 2022 operations.	$100,000
Chicago Learning Exchange
332 South Michigan Avenue	Chicago	IL	60604	PC	To support the youth mentorship network in Chicago	$100,000
Chicago Park District
541 N Fairbanks Ct	Chicago	IL	60611	GOV	to support community visual arts initiatives in the Chicago Park District in 2022 - 2024	$250,000
Chicago Park District
541 N Fairbanks Ct	Chicago	IL	60611	GOV	To support the Young Cultural Stewards programming.	$500,000
Chicago Public Media Inc
848 E Grand Ave	Chicago	IL	60611	PC	to provide general operating support for WBEZ and Vocalo	$150,000
Chicago Sinfonietta
70 East Lake Street	Chicago	IL	60601	PC	To provide support for 2022 operations.	$100,000
Chicagos Sunshine Enterprises Inc
503 E 61st St	Chicago	IL	60637	PC	To support the Help Desk (Full -Time) Coordinator, microgranting continuation and project grants.	$180,000
Chn Nebraska
14301 FNB Parkway	Omaha	NE	68154	PC	to support a mixed-methods study to investigate the landscape of local food systems in the Midwest, including healthy, nutrition, and environmental impacts	$112,259
City Bureau NFP
3619 South State Street	Chicago	IL	60609	PC	to support Cicero Independiente	$50,000
Coastal Enterprises Inc
30 Federal Street	Brunswick	ME	04011	PC	to support Growing Maine's Sustainable Shellfish and Seaweed Aquaculture Industry	$696,118
Coastal Quest
2625 Alcatraz Ave 609	Berkeley	CA	94705	PC	To support San Diego Coastal Park Resilience	$100,000
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
College of the Atlantic
105 Eden Street	Bar Harbor	ME	04609	PC	This project will research, design, build, and trial viable alternatives to plastic grow-out gear used in oyster aquaculture.	$97,726
Comfort Station NFP
2522 West Farragut Avenue Apt 2	Chicago	IL	60625	PC	To support artist-driven and designed outdoor public programming adjacent to Comfort Station's exhibition space, including its fall Dia De Los Muertos event in October 2022.	$15,000
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	$110,000
Community Partners
1000 North Alameda Street	Los Angeles	CA	90012	PC	To provide support for 2022 operations.	$5,000
Community Services Unlimited
6569 South Vermont Avenue	Los Angeles	CA	90044	PC	to support EFOD Midwest grantees in the 3i States and Chicago	$250,000
Compassionate Action for Animals
2100 1st Avenue South Suite 200	Minneapolis	MN	55404	PC	To provide support for 2022 operations.	$100,000
Coral Reef Alliance
1330 Broadway Suite 600	Oakland	CA	94612	PC	The long-term goal of this project is to identify and protect coral reef networks in the Caribbean that have strong chances of adapting to climate change.	$50,000
Creative Chicago Reuse Exchange
5530 South Shore Drive 15 B	Chicago	IL	60637	PC	To support Creative Chicago Reuse Exchange's work to make art materials available and reduce waste.	$10,000
CREO Family Office Syndicate
156 Fifth Avenue Suite 804	New York	NY	10010	PC	to build Oceans/Aquaculture Investor Network	$103,684
CREO Family Office Syndicate
156 Fifth Avenue Suite 804	New York	NY	10010	PC	Increase CREO network to 250 members to catalyze $1T of intentional and informed capital to help build an effective climate and sustainability marketplace by 2025.	$2,000,000
Crosshatch Center for Art & Ecology
PO Box 929	Bellaire	MI	49615	PC	To support build out of the Alluvian associated visual arts programming in 2023 year	$250,000
Crossroads Fund
3411 West Diversey Avenue	Chicago	IL	60647	PC	To support the Chicago Racial Justice Pooled Fund, a collaborative fund housed at the Crossroads Fund	$100,000
CUB Consumer Education and Researchfund
309 West Washington Street	Chicago	IL	60606	PC	To support ratepayer advocacy for clean energy in IL	$150,000
Dakota Rural Action
PO Box 549	Brookings	SD	57006	PC	To provide support for 2022 operations.	$100,000
Dalhousie University
PO Box 850	New York	NY	10116	PC	to support the Creative Disruption Labs oceans accelerator	$100,000
Dalhousie University Foundation Inc
PO Box 850	New York	NY	10116	PC	to support Ocean School: Capacity Building for U.S. Engagement	$149,958
Deeply Rooted Productions Inc
17 North State Street	Chicago	IL	60602	PC	To provide support for 2022 operations.	$100,000
Dion S Chicago Dream Inc Nfp
180 North Windmere Circle	Matteson	IL	60443	PC	to support the Dream Deliveries expansion	$250,000
Dishroulette Kitchen NFP
4252 N Cicero Ave	Chicago	IL	60641	PC	To fund general operations for The Mural Movement	$50,000
Dishroulette Kitchen NFP
4252 N Cicero Ave	Chicago	IL	60641	PC	to support the expansion of the $1K campaign and buildout of the DRK Growth Program	$100,000
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.	$81,650
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
Earth Island Institute Inc
2150 Allston Way	Berkeley	CA	94704	PC	To provide clean energy technical assistance and workforce development support to Midwest tribal nations.	$250,000
Ecology Center
339 East Liberty Street	Ann Arbor	MI	48104	PC	To launch a Detroit air quality monitoring and action network .	$150,000
Ecology Project International
315 South 4th Street East	Missoula	MT	59801	PC	To support EPI's continued development and implementation of online teacher professional development and program expansion within the United States.	$145,307
Economic Security Project Inc
51 East 12th Street second floor	New York	NY	10003	PC	to support a Guaranteed Income Artist Fellowship Program Design Phase	$250,000
Economics Education and Research Consortium Inc (Kyiv School of Economics
6080 North Rockridge Boulevard	Oakland	CA	94618	PC	To provide support for 2022 operations.	$500,000
Elevate Energy
322 South Green Street Ste 300	Chicago	IL	60607	PC	to support the Justice40 Accelerator cohort in the Midwest while growing Elevates workforce development programs in IL	$1,000,000
Emerald Cities Collaborative
1140 Connecticut Avenue Northwest	Washington	DC	20036	PC	To support frontline organizations promoting equitable building electrification in the Midwest.	$500,000
Enrich Chicago
208 S La Salle St	Chicago	IL	60609	PC	To provide support for 2022 operations.	$25,000
Envest Inc
7721 SE 58th Street	Mercer Island	WA	98040	NC	to support the Catalyst Sponsorship World's Leading Environmental Investing Event	$100,000
Environmental Defense Fund Incorporated
257 Park Avenue South	New York	NY	10010	PC	To support Environmental Defense Fund's Mexico Tech Summit	$44,296
Environmental Defense Fund Incorporated
257 Park Avenue South	New York	NY	10010	PC	To support Advance climate-resilient fisheries in Atlantic, Gulf of Mexico and Pacific Northwest	$450,000
Environmental Law and Policy Center of the Midwest
35 East Wacker Drive Suite 1600	Chicago	IL	60601	PC	To support Advancing solar energy through legal and regulatory advocacy across the Midwest	$350,000
Equity Legal Services
10220 Lincoln Trail	Fairview Heights	IL	62208	PC	To grow the capacity of Equity Legal Service's litigation and advocacy support of frontline communities in Southern IL.	$150,000
Evergreen Climate innovations
20 North Wacker Drive	Chicago	IL	60606	PC	To provide support for 2022 operations.	$5,000
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
Factory Farming Awareness Coalition
1569 Solano Ave 518	Berkeley	CA	84707	PC	To support General Operations with emphasis on Midwestern Operations	$150,000
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	$100,000
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
200 SEAPORT BOULEVARD	BOSTON	MA	02210	PC	To support the charitable match program of Builders Initiative	$209,445
Firebird Community Arts
2651 W Lake St	Chicago	IL	60612	PC	To support the Mutual Care project continuation.	$120,000
Florida Atlantic University Foundation Inc
777 Glades Rd	Boca Raton	FL	33431	PC	To support a Scoping trip to explore the opportunity for a queen conch aquaculture restoration project in The Bahamas.	$15,000
Florida Atlantic University Foundation Inc
777 Glades Rd	Boca Raton	FL	33431	PC	to support community-based queen conch aquaculture development on Grand Bahama	$1,062,547
Food Animal Concerns Trust
3525 W Peterson STE 213	Chicago	IL	60659	PC	to support the Fund-a-Farmer program	$50,000
Food Animal Concerns Trust
3525 W Peterson STE 213	Chicago	IL	60659	PC	to support keep antibiotics working	$150,000
Food for Climate League Inc
2030 Maple Avenue	Evanston	IL	60201	PC	To support the Blue Foods Narrative Strategy Development	$319,315
Food Works
PO Box 3855	Carbondale	IL	62902	PC	to support the Community Mobile Farmers Market	$138,500
For The Long Term
243 Bridge Street Apt 4	Morristown	VT	05661	PC	To provide support for 2022 operations.	$125,000
ForeFront
208 S LaSalle Suite 1540	Chicago	IL	60604	PC	To provide support for 2022 operations.	$70,000
ForeFront
208 S LaSalle Suite 1540	Chicago	IL	60604	PC	To support Year 3 of Austin Fresh, a fund within Grantee's Fresh Taste project	$600,000
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	General Operations Support to Chicago African Americans in Philantropy	$25,000
Foundation for A Strong Maine Economy (Focus Maine)
128 State Street	Augusta	ME	04330	PC	to advance aquaculture industry workforce opportunities in Maine through an apprenticeship program	$201,181
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
Friends of Big Marsh
11599 S Stony Island	Chicago	IL	60633	PC	To provide support for 2022 operations.	$200,000
Friends of the Chicago River
411 South Wells Street	Chicago	IL	60607	PC	To provide support for 2022 operations.	$20,000
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
German School Brooklyn
9 Hanover Place	Brooklyn	NY	11201	PC	To provide support for 2022 operations.	$5,000
Global Garden Refugee Training Farm
103 Circle Drive West	Montgomery	IL	60538	PC	To provide support for 2022 operations.	$5,000
Global Impact
1199 N Fairfax Street Suite 300	Alexandria	VA	22314	PC	To support the Fishing Gear Location Marking Fund	$75,000
Golden Hills Resource Conservation and Development Area
712 South Hwy St PO BOX 18	Oakland	IA	51560	PC	To support staff time to rebuild and grow the local foodshed	$150,000
Golden Hills Resource Conservation and Development Area
712 South Hwy St PO BOX 18	Oakland	IA	51560	PC	To support local food sourcing and space for local food entrepreneurs	$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	$229,719
Greater Chicago Legal Clinic Inc
17 North State Street	Chicago	IL	60602	PC	To grow the capacity of the Chicago Environmental and Energy Law Clinic to serve EJ organizations in Chicago and across IL.	$100,000
Greenprint Partners
17 N State Street Suite 1400Chicag	Chicago	IL	60602	NC	To support the deployment of green infrastructure solutions to flooding in Milwaukee frontline communities.	$250,000
GreenWave Organization Corp
315 Front St	New Haven	CT	06513	PC	to support an online resource platform for the regenerative ocean farming industry	$200,000
Grist
1201 Western Avenue	Seattle	WA	98101	PC	To support the continued growth of Grist's Midwest climate and environmental justice reporting.	$150,000
Growing Home Inc
825 W 69th Street 2nd Floor	Chicago	IL	60621	PC	to support food distribution and community building in Englewood	$205,000
Gulf of Maine Research Institute
350 Commercial Street	Portland	ME	04101	PC	To support Gulf Of Maine Ventures	$352,748
Habitat for Humanity International Inc
322 West Lamar Street	Americus	GA	31709	PC	To support general operations in honor of John Burns	$500
Health Care Without Harm
12355 Sunrise Valley Drive Suite 68	Reston	VA	20191	PC	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
Hurricane Island Foundation
PO Box 1280	Rockland	ME	04841	PC	To support two years of funding for Hurricane Island Research Institute to conduct 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	$200,000
Hyde Park School of Dance
5650 South Woodlawn Avenue	Chicago	IL	60637	PC	To provide support for 2022 operations.	$5,000
Ideagarden Institute Incorporated
4015 Westside Rd	Healdsburg	CA	95448	PC	General Operations support for Plant Future Imitative	$100,000
Illinois Environmental Council Education Fund
520 East Capitol Avenue	Springfield	IL	62701	PC	To support Illinois Livestock Operation research and education campaign	$150,000
Illinois Environmental Council Education Fund
520 East Capitol Avenue	Springfield	IL	62701	PC	To improve the housing conditions and the health and safety of Cahokia Heights residents who face environmental health hazards related to stormwater flooding and wastewater overflows.	$162,664
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.	$75,000
Illinois Facilities Fund
333 S Wabash Ave Ste 2800	Chicago	IL	60604	PC	To hire a consulting firm to develop critical agreements among the partners of the Chicago Cultural Treasures Initiative.	$5,000
Illinois Facilities Fund
333 S Wabash Ave Ste 2800	Chicago	IL	60604	PC	to support America's Cultural Treasures Chicago	$250,000
Illinois Stewardship Alliance
230 Broadway Ste 200	Springfield	IL	62701	PC	to support a Development Director for Illinois Stewardship Alliance	$75,000
Illinois Stewardship Alliance
230 Broadway Ste 200	Springfield	IL	62701	PC	Support for the Illinois Livestock Organizer	$150,000
Indy Hunger Network
3737 Waldemere Avenue	Indianapolis	IN	46241	PC	To support the Community Compass Coordinator position.	$37,740
Inner-City Muslim Action Network
2744 W 63rd St	Chicago	IL	60629	PC	To support operations and programming at the Fresh Market	$1,100,000
Institute of the Americas
10111 North Torrey Pines Road	La Jolla	CA	92037	PC	Sponsorship of the Pacific Climate Forum of the Americas	$40,000
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	$183,138
Intuit The Center for Intuitive and Outsider Art
756 North Milwaukee Avenue	Chicago	IL	60642	PC	To provide support for 2022 operations.	$100,000
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
Justice Cream Shoppe Inc
PO Box 8720	Chicago	IL	60661	PC	To support Justice Cream's consulting, feasibility study towards their brick and mortar, and bookkeeping and accounting services.	$25,000
Kinzie Industrial Development Corporation
320 N DAMEN AVENUE 1ST FLOOR	Chicago	IL	60612	PC	to support the implementation costs of the Hatchery/PepsiCo Industry Training program	$130,000
Kuumba Lynx
4501 North Clarendon Avenue	Chicago	IL	60640	PC	To provide support for 2022 operations.	$75,000
Latinos Progresando
3047 W Cermak Rd	Chicago	IL	60623	PC	to support the Excellerator Fund, a joint venture led by the Greater Auburn Gresham Development Corporation (GAGDC) and Latinos Progresando (LP).	$500,000
LATITUDE Chicago
1821 West Hubbard Street Suite 207	Chicago	IL	60622	PC	To support capacity building for LATITUDE Chicago, particularly increasing its staff capacity and funding its fellowship program, all of which are roles occupied by artists.	$30,000
Lawndale Christian Health Center
3860 West Ogden Ave	Chicago	IL	60623	PC	to support the VeggieRx program expansion	$210,000
Little Village Environmental Justice Organization
2445 S Spaulding Ave	Chicago	IL	60623	PC	To build the capacity of Chicago's frontline Environmental Justice organizations through the Chicago EJ Fund	$675,000
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
Love Unity & Values Institute (aka LUV Institute)
4659 South Cottage Grove Avenue	Chicago	IL	60653	PC	To support the activation of the Parade of Hearts	$250,000
Loyola Academy
1100 Laramie Avenue	Wilmette	IL	60091	PC	To support the memory of Joseph Taylor	$500
Maine Community Foundation Inc
245 Main Street	Ellsworth	ME	04605	PC	to provide the State of Maine with two climate coordinators for two years to work in coastal communities in mid-coast and downeast Maine	$250,000
Maine Community Foundation Inc
245 Main Street	Ellsworth	ME	04605	PC	To fund a series of blue carbon projects in the State of Maine that respond to the needs of Maine's Climate Action Plan, in partnership with the Broad Reach Fund.	$1,000,000
Marwen Foundation
833 North Orleans	Chicago	IL	60610	PC	To support equitable wages for Marwen teaching artists and emerging teaching artists 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	To support the People's Fund	$170,000
Meridian Institute
PO Box 1829	Dillion	CO	80435	PC	to support Seeing Systems, Leveraging Power, Managing Privilege: A Training Program for Philanthropic Funders and Impact Investors.	$100,000
Metropolitan Family Services
101 North Upper Wacker Drive	Chicago	IL	60606	PC	To provide support for 2022 operations.	$25,000
Minorities in Agriculture Natural Resources & Related Sci (MANRRS)
PO Box 767726	Roswell	GA	30076	PC	To provide support for 2022 operations.	$30,000
Missouri Rural Crisis Center
1906 Monroe St	Columbia	MO	65201	PC	To support Patchworks Family Farms Expansion	$75,000
Montana Department of Health and Human Services
111 North Sanders Street	Helena	MT	59601	GOV	To provide support for General operations of Indigenous Food Sovereignty	$100,000
Movement Strategy Center
436 14TH St Ste 425	Oakland	CA	94612	PC	To grow the capacity of the Indiana NAACP to engage its members on critical clean energy and climate issues in the black community.	$165,000
mRelief
2045 West Grand Avenue Ste B Pmb 7	Chicago	IL	60612	PC	to support mRelief's planning and expansion into Indiana	$291,444
Multiplier
548 Market Street PMB 81178	San Francisco	CA	94104	PC	To Support AARC's 2022 retreat	$16,000
Multiplier
548 Market Street PMB 81178	San Francisco	CA	94104	PC	To support Azul in building a Latinx movement for ocean conservation, ocean justice, and climate policy issues.	$250,000
Museum of Contemporary Art (MCA)
220 East Chicago Avenue	Chicago	IL	60611	PC	To provide support for 2022 operations.	$100,000
National Museum of Mexican Art
1852 W 19th St	Chicago	IL	60608	PC	To support the Yollocalli Garden Project, a youth initiative that hopes to increase the value of building natural green spaces in the community and develop young advocates for environmental justice, equitable community development, and community gardens.	$100,000
National Museum of Mexican Art
1852 W 19th St	Chicago	IL	60608	PC	To support 2023 Xicago gallery exhibitions and programming.	$100,000
National Philanthropic Trust
165 Township Line Road Suite 1200	Jenkintown	PA	19046	PC	To support the ICONIQ Impact Ocean Co-Lab	$3,000,000
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 programming support for the Entrepreneurship Hub.	$875,000
Natural Resources Defense Council Inc
40 West 20th Street	New York	NY	10011	PC	To support Natural Resources Defense Council Inc's work on CEJA implementation and cumulative impacts advocacy	$200,000
Natural Resources Defense Council Inc
40 West 20th Street	New York	NY	10011	PC	To support Expo Chicago 2023	$100,000
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 two NFG programs: Midwest Organizing Infrastructure Funders and Integrated Rural Strategy Group	$75,000
NeighborSpace
445 N Sacramento Blvd Suite 204	Chicago	IL	60612	PC	To provide support for 2022 operations.	$100,000
NeighborSpace
445 N Sacramento Blvd Suite 204	Chicago	IL	60612	PC	to develop a plan for a city-wide, community-based vacant land access strategy	$100,000
New England Aquarium Corporation
New England Aquarium Central Wharf	Boston	MA	02110	PC	to support the BlueSwell Incubator, a program that supports the creation and growth of startups with scalable solutions that enhance ocean health, sustainable ocean industry, and global resilience.	$250,000
New Venture Fund
1201 Connecticut Ave NW Suite 300	Washington	DC	20036	PC	to support The Tipping Point Fund on Impact Investing.	$300,000
Newberry Library
60 W Walton St	Chicago	IL	60610	PC	To fund exhibition and programming support	$50,000
North Lawndale Community Coordination Council Inc
2653 West Ogden Avenue	Chicago	IL	60608	PC	To support the North Lawndale Community Coordination Council's Food Collaborative	$300,000
Oak Park River Forest Community Foundation
1049 Lake Street Suite 204	Oak Park	IL	60301	PC	to support general operations for Chicago Latinos In Philanthropy	$25,000
Ocean Conservancy Inc
1300 19th Street NW 8th Floor	Washington	CT	20036	PC	to support the North America Ghost Gear Prevention and Recycling Project focused on implementing three core activities in Latin America to accelerate financing innovation to end plastic waste and prevent ocean plastics	$154,558
Ocean Discovery Institute
4255 Thorn Street	San Diego	CA	92105	PC	To provide support for 2022 operations.	$5,000
Ocean Discovery Institute
4255 Thorn Street	San Diego	CA	92105	PC	To Support expanded programming to reach full target population and new Ocean Leadership and Diversification programs	$150,000
Ocean Risk and Resilience Action Alliance
3517 West Place Northwest	Washington	DC	20007	PC	To provide support for 2022 operations.	$211,667
Ocean Strategies Inc
1122 E Pike St 761	Seattle	WA	98122	NC	to support strategic engagement and education at the state and national level of the benefits of restorative aquaculture	$307,800
Ocean Visions Inc
311 Ferst Drive NE	Atlanta	GA	30318	PC	To support Building an Ocean Solutions Network to Address Grand Ocean-Climate Challenges	$200,000
Olivewood Gardens & Learning Center Inc
2525 N Avenue	National City	CA	91950	SO I	To provide support for 2022 operations.	$5,000
One Tail at a Time
2144 N Wood St	Chicago	IL	60614	PC	To support One Tail At a Time's progressive animal rescue efforts in the Chicagoland region and support greater capacity for increasing its cat rescue efforts.	$75,000
Only One Inc
888 7th Ave c/o Sessa Capital 30th	New York	NY	10106	PC	to support Grassroots Ocean Campaigns for Mobilizing Awareness and Action.	$200,000
Operation Warm Inc
6 Dickinson Drive Suite 314	Chadds Ford	PA	19317	PC	To support Operation Warm's general operations Chicago programming	$25,000
P33
21 S CLARK STREET SUITE 4301	CHICAGO	IL	60603	PC	To provide a $25,000 non-dilutive prize to the winner of the TechRise pitch competition for pre-seed stage, Chicago-based, BIPOC/Woman-founded businesses in the Food Industry	$25,000
Pacific Coast Shellfish Growers Association
120 State Avenue Northeast	Olympia	WA	98501	NC	To support a Social License for Shellfish Aquaculture in WA and OR	$200,000
Partnership for a Healthier America
1203 19th Street Northwest	Washington	DC	20036	PC	to support a demonstration project to transition to affordable produce in retail and pop-up markets	$750,000
PCC Community Wellness Center
14 Lake St	Oak Park	IL	60302	PC	to support the continuation of the Veggie Rx Program in Austin	$155,000
People for Community Recovery
13330 South Corliss Avenue	Riverdale	IL	60827	PC	To build SETF capacity to promote equitable building electrification and sustainable community development in the City of Chicago	$200,000
Peoples Solar Energy Fund
296 Nonotuck Street	Northampton	MA	01062	PC	To support the growth of community-owned solar in the Midwest.	$280,000
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.	$143,969
Planned Parenthood of Illinois
17 North State Street Suite 500	Chicago	IL	60602	PC	To support Planned Parenthood's state campaign	$2,500,000
Plant Chicago NFP
4459 S Marshfield Ave	Chicago	IL	60609	PC	To provide support for 2022 operations.	$100,000
Polish Medical Mission
				NC	To support medical aid shipments from Poland to Ukraine to provide necessary supplies for uninterrupted operations for Ukrainian hospitals	$500,000	2 Stefana Batorego	Krakw	PL
Project Onward
1200 W 35th St	Chicago	IL	60609	PC	To support the expansion of two new studio art programs: Fiber Arts and Digital Media.	$75,000
Public Media Institute
960 W 31st St	Chicago	IL	60608	PC	to support the MDW Festival Alliance planning in 2021 and launch in 2022	$100,000
Public Media Institute
960 W 31st St	Chicago	IL	60608	PC	To provide support for 2022 operations.	$250,000
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.	$193,300
Racing Magpie
PO Box 2950	Rapid City	SD	57701	PC	To contribute to the Waterers 2023 Fund	$1,000,000
Rare Inc
1310 N Courthouse Road Suite 110	Arlington	VA	22201	PC	to support Make It Personal, a comprehensive system harnessing behavior change to reduce carbon emissions, will catalyze individual action on climate change	$1,750,000
Reader Institute for Community Journalism
2930 South Michigan Avenue	Chicago	IL	60616	PC	To Support the Chicago Independent Media Alliance (CIMA)	$100,000
Reader Institute for Community Journalism
2930 South Michigan Avenue	Chicago	IL	60616	PC	general operations and support for expansion of visual arts coverage	$150,000
Reclaiming Chicago NFP
1000 East 111th Street Floor 10	Chicago	IL	60628	PC	To support Reclaiming Chicago NFP's efforts to build affordable homes in the North Lawndale area of Chicago	$1,000,000
Red Clay Dance Company
808 East 63rd Street	Chicago	IL	60637	PC	To provide support for 2022 operations.	$50,000
Reducetarian Foundation Inc
8023 Beverly Boulevard Ste 1 314	Los Angeles	CA	90048	PC	To support Reducetarian's fellowship and annual conference	$150,000
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 red seaweed in southern CA and potentially Baja Mexico that may be superior for cultivation as well as investigating the optimal temperature, light, and nutrient conditions for growth to better inform industry development into the future.	$249,782
Regents of the University of California at San Diego
9500 Gilman Drive	La Jolla	CA	92093	PC	To support Building Resilient and Sustainable Aquaculture in the San Diego Region	$43,680
Regents of the University of California at San Diego
9500 Gilman Drive	La Jolla	CA	92093	PC	to support the culinary seaweed development	$198,381
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	$500,000
Resident Association of Greater Englewood
6623 S Union Ave Fl 1	Chicago	IL	60621	PC	To support Resident Association of Greater Englewood through general operation	$100,000
Resilience partners NFP
4455 South King Drive	Chicago	IL	60653	PC	To provide support for 2022 operations.	$100,000
Resources Legacy Fund
555 Capitol Mall Suite 1095	Sacramento	CA	95814	PC	To Support the South Coast and San Diego Chapters of the MPA Collaborative Network	$115,000
Rewild
PO Box 129	Austin	TX	78767	PC	To support the Rewild your fridge campaign	$150,000
Rockefeller Philanthropy Advisors
30 Rockefeller Plaza Suite 5600	New York	NY	10112	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
30 Rockefeller Plaza Suite 5600	New York	NY	10112	PC	To coordinate donors to have a bigger impact on reducing greenhouse gas (GHG) emissions and improving water outcomes in American agriculture	$3,000,000
Roots & Culture Contemporary Artcenter
1034 N MILWAUKEE AVE	CHICAGO	IL	60642	PC	To support capacity building for Roots & Culture Contemporary Art Center with a focus on increasing stability and capacity of its staff, which are all artists, and developing a co-leadership model based on the organization's equity goals.	$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.	$303,013
San Diego Food System Alliance
845 15th Street Suite 103 Office 3	San Diego	CA	92101	PC	To Sponsor the 2022 San Diego Food System Gathering	$5,000
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.	$182,850
San Diego Unified Port District
3165 Pacific Highway	San Diego	CA	92101	GOV	to support the San Diego Bay native oyster living shoreline and for creating opportunities for restorative ocean farming	$269,331
San Diego Unified Port District
3165 Pacific Highway	San Diego	CA	92101	GOV	To provide support for 2022 operations.	$5,000
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
Seafood Nutrition Partnership
1101 Wilson Blvd 6th Floor	Arlington	VA	22209	PC	to support a national seafood campaign.	$500,000
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.	$496,899
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
Sixty Inches from Center
436 East 47th Street	Chicago	IL	60653	PC	To continue supporting Sixty Inches from Centers Reflection and Growth Plan Implementation.	$100,000
SkyArt
3026 E 91st St	Chicago	IL	60617	PC	To fund the continuation of SkyART's Westside programming	$150,000
Social Good Fund
12651 San Pablo Ave 5473	Richmond	CA	94805	PC	to support Design Trust Chicago launch and general operations	$50,000
Sos Childrens Village USA Inc
1620 I Street NW Suite 220	Washington	DC	20006	PC	To provide general support with a focus on helping Ukrainian children	$500,000
South East Chicago Commission
1511 East 53rd Street	Chicago	IL	60615	PC	To support infrastructure build out infrastructure for ACCL's impact scaling support for artrepreneurs.	$84,000
South Side Community Arts Center
3831 S Michigan Ave	Chicago	IL	60653	PC	To support SSCAC to bring on a Membership Programs Manager and boost artists exhibition programming	$90,000
Southern Maine Conservation Collaborative
217 Commercial Street	Portland	ME	04101	PC	to support work to maintain and update an interactive data portal of physical, biological, and social data to better understand changes in the intertidal ecosystems of Casco Bay in Maine.	$52,695
Spay Arkansas Inc
1909 West Huntsville Ave	Springdale	AR	72762	PC	to supply needed surgery for underserved pets in Benton County, Arkansas	$225,000
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
Steppenwolf Theatre Co
1650 North Halsted Street	Chicago	IL	60614	PC	To provide support for 2022 operations.	$100,000
Storycatchers Theatre
544 West Oak Street	Chicago	IL	60610	PC	To provide support for 2022 operations.	$100,000
Stronger America Through Seafood Inc (SATS)
1209 Orange Street	Wilmington	DE	19801	NC	To support Aquaculture Media Strategy	$108,000
Sunrise County Economic Council
7 Ames Way	Machias	ME	04654	PC	To support two complimentary projects that, together, could help restore the productivity and resilience of Half Moon Cove, a key coastal ecosystem that once provided important sustenance and spiritual services to the Passamaquoddy tribe.	$135,004
Sunrise Project Inc
3500 South Dupont Highway DT 101	Dover	DE	19901	PC	To support general operations for the grantee's work in protecting the freedom to invest in sustainable finance	$750,000
Surfrider Foundation
942 Calle Negocio	San Clemente	CA	92673	PC	to support the San Onofre Living Shorelines project	$153,000
Sweet Water Foundation Inc
5749 S Perry Ave	Chicago	IL	60621	PC	To support Sweet Water Foundation's Cultivating the Commonwealth through general operations	$150,000
SystemiQ
				NC	To support development of an impact KPI framework for the ocean impact innovation ecosystem.	$55,657	69 Carter Lane	London	UK
Teton Science Schools
700 Coyote Canyon Rd	Jackson	WY	83001	PC	To support the Place Network model's expansion into Illinois and other regions for three years	$150,000
The Barack Obama Foundation
5235 S Harper Ct Ste 1140	Chicago	IL	60615	PC	To support the Obama Foundation's partnership with Urban Alliance and support the Obama Youth Jobs Corp. program	$1,000,000
The Experimental Station
6100 S Blackstone Avenue	Chicago	IL	60637	PC	To provide support for 2022 operations.	$100,000
The Firehouse Community Arts Center
2111 S Hamlin Avenue	Chicago	IL	60623	PC	To provide support for 2022 operations.	$150,000
The Franklin and Eleanor Roosevelt Institute
570 Lexington Avenue 5th Floor	Brooklyn	NY	11221	PC	To provide support for 2022 operations.	$300,000
The Investment Integration Project
5 Union Square West	New York	NY	10003	NC	To provide support for 2022 operations.	$125,000
The Kurt Grinnell Aquaculture Scholarship Foundation
8920 Franklin Avenue	Gig Harbor	WA	98332	PC	To support the first year of scholarships for indigenous youth studying aquaculture	$25,000
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 advocacy support.	$500,000
The Minneapolis Foundation
80 South 8th Street	Minneapolis	MN	55402	PC	to support RE-AMP's justice, equity, diversity, and equity workshops work with Service Never Sleeps	$15,000
The Minneapolis Foundation
80 South 8th Street	Minneapolis	MN	55402	PC	To launch a 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 provide support for 2022 operations.	$100,000
The Nature Conservancy
4245 N Fairfax Drive Suite 100	Arlington	VA	22203	PC	To provide resources for TNC to hire a new climate staff position that would engage in and support blue carbon ecosystem restoration projects in Maine	$322,300
The Nature Conservancy
4245 N Fairfax Drive Suite 100	Arlington	VA	22203	PC	to support restorative aquaculture science, specifically the habitat value of kelp aquaculture and kelp-shellfish co-culture in New Zealand and Maine	$116,570
The Nature Conservancy
4245 N Fairfax Drive Suite 100	Arlington	VA	22203	PC	To support Kelp forest restoration via urchin ranching and market development.	$500,000
The Nature Conservancy
4245 N Fairfax Drive Suite 100	Arlington	VA	22203	PC	to support restorative aquaculture science	$154,240
The Nature Conservancy
4245 N Fairfax Drive Suite 100	Arlington	VA	22203	PC	To support Climate Change, Fisheries and Blue Carbon	$250,000
The Nature Conservancy
4245 N Fairfax Drive Suite 100	Arlington	VA	22203	PC	Restorative Seaweed Aquaculture for Ocean Health and Community and Tribal Economic Development	$197,030
The Nature Conservancy
4245 N Fairfax Drive Suite 100	Arlington	VA	22203	PC	To provide general support for NatureVest	$5,000
The Night Ministry
1735 North Ashland Avenue	Chicago	IL	60622	PC	To provide support for 2022 operations.	$5,000
The Perry Institute for Marine Science Inc
5356 Main Street Suite 2	Waitsfield	VT	05673	PC	To provide support for legal consultation conerning all research science, conservation, and blue economy-based innovations in The Bahamas.	$47,250
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.	$399,999
The Stewardship Network
416 Long Shore Dr	Ann Arbor	MI	48105	PC	to support the Above/Below project campaign and story map	$100,000
Theatre Y
2251 South Avers Avenue	Chicago	IL	60623	PC	To support their capital campaign to acquire and renovate a space in North Lawndale	$30,000
TMA BlueTech
2877 Historic Decatur Road	San Diego	CA	92106	NC	To support TMA Blue Tech Week	$5,000
Tree House Humane Society
7225 N Western Ave	Chicago	IL	60645	PC	To provide support for 2022 operations.	$100,000
Trust For Public Land
101 Montgomery Street Suite 900	San Francisco	CA	94104	PC	to support Chicago TPL staff working in community-led efforts to increase and improve neighborhood green and open spaces	$100,000
U S Green Building Council-Illinois Chapter DBA Illinois Green Alliance
222 West Merchandise Mart Plaza	Chicago	IL	60654	PC	To Support the Neighborhood Power Project	$80,000
UC San Diego Foundation
9500 Gilman Drive MC 0940	La Jolla	CA	92093	PC	To provide support for 2022 operations.	$5,000
Ukrainian Institute of Modern Art
2320 West Chicago Avenue	Chicago	IL	60622	PC	To provide support for 2022 operations.	$50,000
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 Nations Foundation Inc
1750 Pennsylvania Ave NW	Washington	DC	20006	PC	to support general operations for UN Foundation to continue to align its efforts around the nexus of ocean health, climate change, and sustainable development	$29,000
United States Artists Inc
200 W Madison Street Floor 3	Chicago	IL	60606	PC	To support three United States Artists Fellowship awards for the following artists: Krystal C. Mack, Luis Alvaro Sahagun, and Roquin-Jon Quichocho Siongco.	$195,000
United States Fund for Unicef
125 Maiden Lane 10th Floor	New York	NY	10038	PC	To provide support for 2022 operations.	$1,500,000
United Way of Central Indiana
2955 North Meridian Street ste 300	Indianapolis	IN	46208	PC	to support planning to remove cost barriers for early childhood providers to access local, nutritious meals	$60,000
University of California at Santa Barbara
3227 Cheadle Hall	Santa Barbara	CA	931062050	PC	To analyze how financial tools can be used to better manage fisheries under climate change.	$48,180
University of Chicago aka UCHICAGO ARGONNE LLC
6054 South Drexel Avenue	Chicago	IL	60637	PC	to support the Chicago Resilient Communities Pilot - Evaluation at the Inclusive Economy Lab - part of University of Chicago Urban Labs	$500,000
University of Chicago aka UCHICAGO ARGONNE LLC
6054 South Drexel Avenue	Chicago	IL	60637	PC	To fund APL's Signature Residency and Fellowship, including its creative entrepreneurship accelerator, programs that directly support emerging South Side-based Black and Brown artists and creative entrepreneurs.	$100,000
University of Illinois Latina Latino Alumni Association
2441 South Francisco Avenue	Chicago	IL	60623	PC	To provide support for 2022 operations.	$5,000
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	$186,743
University of Southern Mississippi Research Foundation
118 College Dr 8959	Hattiesburg	MS	39406	SO I	to help support the USM Research Foundation in establishing and growing its new Gulf Blue Accelerator program.	$400,000
University of Washington
4333 Brooklyn Avenue Northeast	Seattle	WA	98105	PC	To Support WA Sea Grant for the Indigenous Aquaculture and WA Seaweed Collaboratives	$200,000
Urban Juncture Foundation
300 E 51st St	Chicago	IL	60615	PC	To support the Creative Incubator at The Forum.	$200,000
VegFund
PO BOX 60042	Washington	DC	200390042	PF	To support US based Veg Fests	$173,000
Virginia Organizing
703 Concord Avenue	Charlottesville	VA	22903	PC	To support the Midwest Climate, Health, and Equity Summit	$50,000
Vote Solar
360 22nd Street	Oakland	CA	94612	PC	To provide technical expertise and policy advocacy in support of CEJA implementation in IL.	$100,000
Walton Family Foundation
PO BOX 1860	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	$6,000,000
Washington Maritime Blue
3303 Monte Villa Parkway Ste 340	Bothell	WA	98021	PC	To support a two year program developed by YMC that looks to scale and build out their programming, with a specific focus on their internship and career placement programs.	$150,000
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 and to create sustainable community engagement, workforce development, and ecosystem protection opportunities.	$316,825
WEPOWER
4240 Duncan Avenue	St Louis	MO	63110	PC	To provide support for 2022 operations.	$5,000
Wild Salmon Center
721 NW 9th Ave	Portland	OR	97209	PC	to support work to restore estuaries on the Oregon coast	$250,000
WILDCOAST
925 Seacoast Drive	Imperial Beach	CA	91932	PC	To support the San Diego County Blue Carbon Innovation Program	$124,500
Willamette Partnership
1300 Southeast Stark Street Suite	Portland	OR	97214	PC	To support Willamette Partnership through a learning phase of exploring how they can address key strategic gaps in Oregon and Washington's coastal estuary planning.	$65,000
World Bicycle Relief Nfp
1000 West Fulton Market 4th Floor	Chicago	IL	60607	PC	To provide support for 2022 operations.	$5,000
World Economic Forum
				NC	To 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	Route de la Capite	Cologny	SZ
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
World Wildlife Fund Inc
1250 24th St NW	Washington	DC	20037	PC	to engage a wide range of stakeholders and develop a roadmap for scaling the farmed mussel industry in Maine	$246,371
Wormfarm Institute Incorporated
28 East Main St	Reedsburg	WI	53959	PC	To support 6-8 experimental Test Plots during the 2021 growing season that strengthen partnerships and inform the 2022 Farm/Art Dtour.	$140,000
Wormfarm Institute Incorporated
28 East Main St	Reedsburg	WI	53959	PC	to support the planning discovery phase of the Witwen Campus preservation and development in Sauk County, WI.	$150,000
Wormfarm Institute Incorporated
28 East Main St	Reedsburg	WI	53959	PC	to support Rural Urban Flow operations	$50,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$87,986,780	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)
Business	523000	BusinessCd
Unrelated Business Taxbl Incm	$147	UnrelatedBusinessTaxblIncmAmt
Exclusion	14	ExclusionCd
Exclusion	$21,482,403	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Business	523000	BusinessCd
Unrelated Business Taxbl Incm	$394,224	UnrelatedBusinessTaxblIncmAmt
Exclusion	18	ExclusionCd
Exclusion	$4,564,868	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDesc	BusinessBusinessCd	Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt	ExclusionExclusionCd	ExclusionExclusionAmt
Pass-through - Other Income/(Loss)	523000	$615,502	14	$433,757
Northern Trust - Other Income/(Loss)	523000		14	-$415,140

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$1,009,873	UnrelatedBusinessTaxblIncmAmt
Exclusion	$26,065,888	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$27,075,761	TotalIncomeProducingActyAmt

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 (4 entries)

Line NumberLineNumberTxt	InvolvedInvolvedAmt	Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc
Pacific Coast Shellfish Growers Association
1a(1)	$200,000	Social License for Shellfish Aquaculture in WA and OR
Stronger America Through Seafood Inc
1a(1)	$108,000	Aquaculture Media Strategy (2022)
TMA BlueTech
1a(1)	$5,000	TMA Blue Tech Week Sponsorship (2022)
World Economic Forum
1a(1)	$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.

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 (3 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Noncash ContributionNoncashContributionInd
LUKAS T WALTON
1	PO BOX 1860	BENTONVILLE	AR	72712	$65,213,956	Yes (X)
LUKAS T WALTON
2	PO BOX 1860	BENTONVILLE	AR	72712	$82,874,583	Yes (X)
LUKAS T WALTON
3	PO BOX 1860	BENTONVILLE	AR	72712	$14,568,480	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	481,000 SHARES OF PUBLICLY TRADED SECURITIES	$65,213,956	2022-08-22
2	546,000 SHARES OF PUBLICLY TRADED SECURITIES	$82,874,583	2022-11-22
3	96,000 SHARES OF PUBLICLY TRADED SECURITIES	$14,568,480	2022-12-05

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$61,379	Amt
Disbursements Charitable Prps	$61,379	DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (23 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
BISSELL Pet Foundation
2345 Walker Ave NW	Grand Rapids	MI	49544	2022-12-16	$100,000	to support the Empty the Shelters program	$0	NONE	02/03/2023	2023-02-03	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.
BISSELL Pet Foundation
2345 Walker Ave NW	Grand Rapids	MI	49544	2021-06-04	$75,000	to support the Helena/West Helena Spay/Neuter Clinics	$75,000	NONE	04/13/2022, 10/16/2023	2023-10-16	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.
California State Wildlife Foundation
201 University Avenue Berth H-43	Berkeley	CA	94710	2022-11-04	$158,323	To support and cultivate an Indigenous-led working group focused on nature-based coastal adaptation strategies in San Diego County.	$0	NONE	08/15/2023	2023-08-15	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.
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	2023-10-04	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, 2022. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY.
Changing Tastes
1916 Delancey Place	Philadelphia	PA	19103	2021-06-11	$642,000	More if by Sea Research and Activation Coalition	$642,000	NONE	02/21/2022, 02/27/2023	2023-02-27	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.
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	2023-06-29	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, 2022. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY.
Envest Inc
7721 SE 58th Street	Mercer Island	WA	98040	2022-08-07	$200,000	TO SUPPORT THE CATALYST SPONSORSHIP WORLD'S LEADING ENVIRONMENTAL INVESTING EVENT	$200,000	NONE	02/28/2022	2022-02-28	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.
Greenprint Partners
17 N State Street Suite 1400	Chicago	IL	60602	2022-06-24	$250,000	To support the deployment of green infrastructure solutions to flooding in Milwaukee frontline communities.	$194,309	NONE	02/22/2023	2023-02-22	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.
Montana Healthcare Foundation
777 E Main St Ste 206	Bozeman	MT	59715	2021-06-04	$300,000	NATIVE AMERICAN-LED FOOD EFFORTS FOR COVID	$300,000	NONE	04/01/2022, 02/26/2023	2023-02-26	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.
Ocean Strategies Inc
1122 E Pike St 761	Seattle	WA	98122	2021-10-18	$258,500	Advance Aquaculture Policy: National and WA	$258,500	NONE	03/16/2022, 03/22/2023	2023-03-22	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	$71,625	NONE	03/27/2023	2023-03-27	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.
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	$113,348	NONE	04/01/2022, 03/23/2023	2023-03-23	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 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, 2022. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY.
Pfleger Institute of Environmental Research (PIER)
315 Harbor Drive South Suite B	Oceanside	CA	92054	2022-06-24	$143,969	to support the expansion of sustainable domestic fishing opportunities for swordfish.	$82,305	NONE	03/15/2023	2023-03-15	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.
Polish Medical Mission
				2022-05-06	$500,000	To support medical aid shipments from Poland to Ukraine to provide necessary supplies for uninterrupted operations for Ukrainian hospitals	$500,000	NONE	03/13/2023	2023-03-13	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.	2 Stefana Batorego	Krakw	PL
Reharvest Partners II
6410 Ruffin Road	Chevy Chase	MD	20815	2021-12-17	$1,000,000	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	2023-08-17	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, 2022. 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	Aquaculture Media Strategy (2022)	$100,231	NONE	03/23/2023	2023-03-23	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.
SystemiQ
				2022-09-16	$55,657	The purpose of the grant is to support development of an impact KPI framework for the ocean impact innovation ecosystem.	$55,657	NONE	03/15/2023	2023-03-15	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.	69 Carter Lane	London	UK
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	$0	NONE	02/22/2023	2023-02-22	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.
TMA BlueTech
2877 Historic Decatur Road	San Diego	CA	92106	2022-10-21	$5,000	TMA Blue Tech Week Sponsorship (2022)	$5,000	NONE	03/20/2023	2023-03-20	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.
VegFund
PO BOX 60042	Washington	DC	20039	2022-09-16	$173,000	Support to US based Veg Fests	$83,880	NONE	03/16/2023	2023-03-16	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.	$5,689	NONE	10/03/2023	2023-10-03	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.	Route de la Capite	Cologny	SZ
WALTON FAMILY FOUNDATION
PO BOX 1860	BENTONVILLE	AR	72712	2022-03-25	$6,000,000	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	$5,878,447	NONE	10/25/2023	2023-10-25	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.

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (20 entries)

AssetAssetDesc	How AcquiredHowAcquiredTxt	Gross Sales PriceGrossSalesPriceAmt	BasisBasisAmt	Total NetTotalNetAmt
481,000 SHARES OF PUBLICLY TRADED SECURITIES	D	$64,801,726	$65,213,956	-$412,230
NORTHERN TRUST CASH ACCOUNT - VARIOUS STOCKS	P	$10,760,292	$10,999,966	-$239,674
NORTHERN TRUST CASH ACCOUNT - CAPITAL GAIN DISTRIBUTIONS	P	$9,145	$0	$9,145
NORTHERN TRUST CASH ACCOUNT - VARIOUS STOCKS	P	$84,602,364	$84,597,660	$4,704
NORTHERN TRUST WORLD EX - VARIOUS STOCKS	P	$16,439,197	$17,198,302	-$759,105
NORTHERN TRUST WORLD EX - VARIOUS STOCKS	P	$93,504,364	$82,932,154	$10,572,210
NORTHERN TRUST R1000 - VARIOUS STOCKS	P	$1,285,631	$1,668,494	-$382,863
NORTHERN TRUST R1000 - CAPITAL GAIN DISTRIBUTIONS	P	$6,618	$0	$6,618
NORTHERN TRUST R1000 - VARIOUS STOCKS	P	$36,568,703	$31,431,652	$5,137,051
NORTHERN TRUST TIAA BONDS - VARIOUS STOCKS	P	$482,918,370	$498,391,487	-$15,473,117
NORTHERN TRUST TIAA BONDS - VARIOUS STOCKS	P	$738,718	$745,600	-$6,882
CLEAN ENERGY FUND - VARIOUS STOCKS	P	$116,086,386	$117,019,098	-$932,712
NORTHERN TRUST FTSE TPI - VARIOUS STOCKS	P	$58,363,990	$67,090,786	-$8,726,796
NORTHERN TRUST FTSE TPI - CAPITAL GAIN DISTRIBUTIONS	P	$95,063	$0	$95,063
NORTHERN TRUST FTSE TPI - VARIOUS STOCKS	P	$178,846,085	$161,686,464	$17,159,621
NORTHERN TRUST RBC GLOBAL - VARIOUS STOCKS	P	$162,273,650	$163,503,594	-$1,229,944
PASS-THROUGH GAIN/LOSS	P	$206,743	$0	$206,743
SECTION 1256 LOSS DISTRIBUTION	P	$0	$47,300	-$47,300
546,000 SHARES OF PUBLICLY TRADED SECURITIES	D	$82,883,304	$82,874,583	$8,721
96,000 SHARES OF PUBLICLY TRADED SECURITIES	D	$14,538,320	$14,568,481	-$30,161

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
Publicly Traded Securities	$4,100	$616
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	$327,448,773	$316,411,329
NT - R1000 ACCOUNT	AT COST	$0	$0
NT - WORLD EX ACCOUNT	AT COST	$0	$979,159
NT - TIAA BONDS ACCOUNT	AT COST	$229,556,340	$208,972,186
NT - FTSE TPI	AT COST	$435,785,711	$478,379,221
NT - RBC	AT COST	$721	$9,741
NT - RBC Global	AT COST	$58,536,464	$55,938,681
Clean Energy Fund	AT COST	$59,905,417	$58,711,717

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$191,749	LegalFeesAmt
Net Investment Income	$30,756	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$160,993	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
INSURANCE	$22,826	$22,826
MISCELLANEOUS	$356	$356
PASS-THROUGH - OTHER DEDUCTIONS	$4,262,723		$4,137,395

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
Northern Trust - Other income/(loss)	-$415,140	-$415,140
Pass-through - Other income/(loss)	$1,049,259	$433,760

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (4 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	$1,000,000	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	$1,000,000
Pashko
Program-Related Investment	$750,000	$750,000	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	$750,000
Best Friends Animal Society
Program-Related Investment	$2,500,000	$2,500,000	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	$2,500,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
ADMINISTRATOR AND MANAGEMENT FEES	$1,156,466	$1,156,466
INVESTMENT MANAGEMENT FEES	$6,848,721		$6,848,721
CONSULTING FEES	$989,844	$989,844
PROFESSIONAL SERVICES	$15,750	$15,750

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX	$1,638,851
NORTHERN TRUST - FOREIGN TAXES	$1,169,175	$1,169,175
PASS-THROUGH - FOREIGN TAXES	$106,667	$106,667