THE V KANN RASMUSSEN FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE V KANN RASMUSSEN FOUNDATION INC (EIN 46-2283123)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-11
- IRS object ID
- 202131319349102063
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-11T12:16:25-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 COMMERCE DRIVE SUITE 301 | AddressLine1Txt |
| City | CRANFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462283123 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | V KANN RASMUSSEN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VKAN | BusinessNameControlTxt |
| Phone | 2128124271 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 RIVERSIDE DRIVE NO 900 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRENE KRARUP | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2128124271 | PhoneNum |
| Signature | 2021-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT BROWN | PreparerPersonNm |
| PTIN | P02104034 | PTIN |
| Phone | 9082726200 | PhoneNum |
| Preparation | 2021-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $90,058,142 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $778,520 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,738,242 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,760,145 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,642,868 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,172,463 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,317 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$3,505 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,545,982 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,907,200 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $60,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $284,022 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $284,022 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $96,338 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $96,338 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,902 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,902 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $81,086 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $69,686 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $317,547 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $275,176 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $42,371 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $37,876 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $130,610 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50,221 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $86,405 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $86,405 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $129,799 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $129,799 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $534 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $534 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64,385 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,591,633 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $64,385 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,262,628 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,954,906 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $845,442 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,489,188 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,489,188 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,751,816 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,954,906 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,334,630 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,205,834 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,952,294 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,392,562 | CashBOYAmt |
| Cash EOY | $30,292 | CashEOYAmt |
| Cash EOYFMV | $30,292 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,716,491 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,512,589 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,512,589 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $200,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $200,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $200,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $200,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $10,172,792 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,927,999 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,927,999 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,447,176 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,874,904 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,874,904 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,885,656 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,805,370 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,805,370 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $54,134,780 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $65,706,988 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $65,706,988 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $89,949,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $90,058,142 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $90,058,142 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $89,949,457 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $90,058,142 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $89,949,457 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $90,058,142 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $89,949,457 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $90,058,142 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $89,949,457 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,205,834 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,314,519 | OtherIncreasesAmt |
| Subtotal | $90,058,142 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $90,058,142 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $27,642,868 | $25,842,132 | $1,800,736 | $1,800,736 |
| BOSTON COMMON INTERNATIONAL SUSTAINABLE CLIMATE FUND | P | $122,286 | $122,286 | ||
| CAMDEN PRIVATE CAPITAL III LLC | P | $54,855 | $54,855 | ||
| ECOSYSTEM INVESTMENT PARTNERS II, LP | P | -$8,703 | -$8,703 | ||
| GENERATION IM GLOBAL EQUITY FUND LLC | P | $744,771 | $744,771 | ||
| METROPOLITAN REAL ESTATE PARTNERS INTERNATIONAL III, LP | P | $4,379 | $4,379 | ||
| METROPOLITAN REAL ESTATE PARTNERS VI, LP | P | $9,174 | $9,174 | ||
| MORGAN CREEK PARTNERS II, LP | P | $73,147 | $73,147 | ||
| NEW ENERGY INFRASTRUCTURE CREDIT FUND | P | -$7,125 | -$7,125 | ||
| PARTNERS CAPITAL CONDOR FUND II, LP | P | $2,145 | $2,145 | ||
| SAFER MADE LP | P | -$1 | -$1 | ||
| SJF VENTURES III LP | P | $19,952 | $19,952 | ||
| SONEN CAPITAL GLOBAL SUSTAINABLE REAL ASSETS FUND I | P | $64,639 | $64,639 | ||
| LYME FOREST FUND IV | P | -$492 | -$492 | ||
| OWNERSHIP CAPITAL GLOBAL EQUITY FUND | P | $145,524 | $145,524 | ||
| MONDRIAN INTERNATIONAL EQUITY ESG FUND LP | P | $149,068 | $149,068 | ||
| LYME FOREST FUND V | P | -$1,892 | -$1,892 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,172,463 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,095,502 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $84,695,561 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036549 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,854,743 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $86,010,711 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068070 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,228,442 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $81,237,421 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.076670 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,029,239 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $81,108,074 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074336 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,035,072 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.255625 | TotalDistributionRt |
| Average Distribution | 0.051125 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $87,269,251 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,461,640 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $29,523 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,491,163 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,334,630 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $29,523 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,523 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,523 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $104,822 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $90,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $194,822 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $58 | EsPenaltyAmt |
| Overpayment | $165,241 | OverpaymentAmt |
| Applied To ES Tax | $165,241 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.VKRF.ORG | WebsiteAddressTxt |
| Individual With Books | IRENE KRARUP | IndividualWithBooksNm |
| Phone | 2128124268 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 RIVERSIDE DRIVE STE 900 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| ASTRID KANN-RASMUSSEN | ||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | TRUSTEE AND BOARD CHAIRMAN | 2.00 | $10,000 | $0 | $0 |
| HANS KANN RASMUSSEN | ||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | TRUSTEE AND VICE CHAIRMAN | 1.00 | $10,000 | $0 | $0 |
| KRISTIAN KANN RASMUSSEN | ||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | TRUSTEE | 1.00 | $10,000 | $0 | $0 |
| DR LOIS EH SMITH PORTER | ||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | TRUSTEE AND TREASURER | 2.00 | $20,000 | $0 | $0 |
| SOREN HERMANSEN | ||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | TRUSTEE - TERM ENDED 12/31/19 | 1.00 | $5,000 | $0 | $0 |
| ANDREW BOWMAN | ||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | TRUSTEE - TERM STARTED 5/1/2020 | 1.00 | $5,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRENE KRARUP | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 RIVERSIDE DRIVE NO 900 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $244,837 | CompensationAmt |
| Employee Benefits | $74,664 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMBRIDGE ASSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 NORTH FAIRFAX DR | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $176,904 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $85,551,507 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,046,717 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $88,598,224 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $88,598,224 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,328,973 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $87,269,251 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,363,463 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,363,463 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,523 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,523 | TotalTaxAmt |
| Distributable Before Adj | $4,333,940 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,333,940 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,333,940 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,334,630 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,334,630 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $29,523 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,305,107 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,333,940 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $2,218,806 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,624,799 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $3,843,605 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,334,630 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,333,940 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,000,690 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,844,295 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,844,295 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,218,806 | ExcessFromYear3Amt |
| Excess From Year2 | $1,624,799 | ExcessFromYear2Amt |
| Excess From Current Year | $2,000,690 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | V KANN RASMUSSEN FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 RIVERSIDE DRIVE NO 900 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128124271 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT 13 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE STATEMENT 13 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 13 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN UNIVERSITY | |||||||||||||
| 4400 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20016 | N/A | PC | IN SUPPORT OF THE WORK OF FELLOW DAVID MORROW | $30,000 | ||||||
| BIODIVERSITY FUNDERS GROUP (BFG) | |||||||||||||
| POST OFFICE BOX 29361 | SAN FRANCISCO | CA | 94129 | N/A | PC | IN SUPPORT OF THE CLIMATE AND ENERGY FUNDERS GROUP PROGRAM | $10,000 | ||||||
| BIODIVERSITY FUNDERS GROUP (BFG) | |||||||||||||
| POST OFFICE BOX 29361 | SAN FRANCISCO | CA | 94129 | N/A | PC | IN SUPPORT OF THE CLIMATE AND ENERGY FUNDERS GROUP PROGRAM - SPECIAL GRANT IN SUPPORT OF ENGAGING A CONVENING DESIGN CONSULTANT FOR THE 2020 ANNUAL MEETING. | $8,000 | ||||||
| CARNEGIE COUNCIL FUND | |||||||||||||
| 170 EAST 64TH STREET | NEW YORK | NY | 10065 | N/A | PC | IN SUPPORT OF AN EVALUATION OF THE CARNEGIE CLIMATE GOVERNANCE INITIATIVE (C2G) | $105,000 | ||||||
| CARNEGIE COUNCIL FUND | |||||||||||||
| 170 EAST 64TH STREET | NEW YORK | NY | 10065 | N/A | PC | IN SUPPORT OF THE C2G CLIMATE GOVERNANCE INITIATIVE | $1,600,000 | ||||||
| CARNEGIE COUNCIL FUND | |||||||||||||
| 170 EAST 64TH STREET | NEW YORK | NY | 10065 | N/A | PC | IN SUPPORT OF A DEVELOPMENT STAFFER FOR THE C2G CLIMATE GOVERNANCE INITIATIVE | $166,162 | ||||||
| CONFLUENCE PHILANTHROPY | |||||||||||||
| 436 14TH STREET SUITE 900 | OAKLAND | CA | 94612 | N/A | PC | IN SUPPORT OF CONFLUENCE PHILANTHROPY'S CAPACITY CAMPAIGN | $10,000 | ||||||
| CONFLUENCE PHILANTHROPY | |||||||||||||
| 436 14TH STREET SUITE 900 | OAKLAND | CA | 94612 | N/A | PC | CORE FUNDING IN SUPPORT OF CONFLUENCE PHILANTHROPY | $5,000 | ||||||
| FRIENDS OF ETC GROUP | |||||||||||||
| 441 AVON STREET | OAKLAND | CA | 94618 | N/A | PC | IN SUPPORT OF CIVIL SOCIETY ENGAGEMENT AROUND GEOENGINEERING GOVERNANCE | $50,000 | ||||||
| LUND UNIVERSITY | |||||||||||||
| N/A | PC | IN SUPPORT OF RESEARCH PROJECT ON PETROCHEMICALS | $455,652 | JOHN ERICSSONS VAG 3 | LUND | SW | 222 63 | ||||||
| MERIDIAN INSTITUTE | |||||||||||||
| PO BOX 1829 | DILLION | CO | 80435 | N/A | PC | IN SUPPORT OF THE GLOBAL ALLIANCE FOR THE FUTURE OF FOOD'S CLIMATE PROGRAM AND CLIMATE CONFERENCE ACTIVITIES | $25,000 | ||||||
| NEW VENTURE FUND | |||||||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | N/A | PC | IN SUPPORT OF CLIMATE INTERACTIVE | $150,000 | ||||||
| POST CARBON INSTITUTE | |||||||||||||
| 800 SW WASHINGTON AVENUE SUITE 5 | CORVALLIS | OR | 97333 | N/A | PC | IN SUPPORT OF AN AUGUST 2020 CONFERENCE RELATED TO CULTURAL RESILIENCE AND LEADERSHIP UNDER THE CONDITION OF ENVIRONMENTAL BREAKDOWN | $350,000 | ||||||
| ROCKEFELLER PHILANTHROPY ADVISORS | |||||||||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | IN SUPPORT OF THE CLIMATE NEXUS' CLIMATE SCIENCE COMMUNICATION WORK RELATED TO THE UNITED NATIONS AR6 REPORT | $150,000 | ||||||
| ROCKEFELLER PHILANTHROPY ADVISORS | |||||||||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | IN SUPPORT OF THE WORK OF CLIMATE NEXUS ON DEVELOPMENT OF A SOCIAL MEDIA AND DIGITAL COMMUNICATIONS STRATEGY | $400,000 | ||||||
| ROCKEFELLER PHILANTHROPY ADVISORS | |||||||||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | IN SUPPORT OF THE WORK OF CLIMATE NEXUS ON CLIMATE SCIENCE COMMUNICATION | $200,000 | ||||||
| US CLIMATE ACTION NETWORK | |||||||||||||
| 50 F STREET NW 8TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | IN SUPPORT OF US CAN'S STRATEGY DEVELOPMENT WORK | $25,000 | ||||||
| UNION OF CONCERNED SCIENTISTS | |||||||||||||
| TWO BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | N/A | PC | IN SUPPORT OF THE ORGANIZATION'S CLIMATE PROGRAM | $50,000 | ||||||
| UNITED NATIONS FOUNDATION | |||||||||||||
| 1750 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20006 | N/A | PC | IN SUPPORT OF COMMUNICATIONS WORK TO ASSIST THE UN'S INTERGOVERNMENTAL PANEL ON CLIMATE CHANGE'S SIXTH ASSESSMENT REPORT (AR6) | $150,000 | 300 | |||||
| UNIVERSITY OF CAMBRIDGE | |||||||||||||
| N/A | PC | IN SUPPORT OF THE C-THRU PROJECT | $1,149,374 | TRUMPINGTON STREET | UK | CB2 1PZ | CAMBRIDGE | ||||||
| WINDWARD FUND | |||||||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | N/A | PC | IN SUPPORT OF A NEW CAPACITY BUILDING INITIATIVE TO ENGAGE WOMEN ON CLIMATE | $200,000 | ||||||
| THE NATIONAL ACADEMIES | |||||||||||||
| 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | N/A | PC | IN SUPPORT OF THE GOVERNANCE PART OF A RESEARCH PROJECT ON SOLAR GEOENGINEERING | $100,000 | ||||||
| 350ORG | |||||||||||||
| 1330 BROADWAY THIRD FLOOR | OAKLAND | CA | 94612 | N/A | PC | CORE FUNDING | $100,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,489,188 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | CityRecipientForeignAddress/CityNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARNEGIE COUNCIL FUND | ||||||||||||
| 170 EAST 64TH STREET | NEW YORK | NY | 10065 | N/A | PC | IN SUPPORT OF AN EVALUATION OF THE CARNEGIE CLIMATE GOVERNANCE INITIATIVE (C2G) | $60,000 | |||||
| CARNEGIE COUNCIL FUND | ||||||||||||
| 170 EAST 64TH STREET | NEW YORK | NY | 10065 | N/A | PC | IN SUPPORT OF THE C2G CLIMATE GOVERNANCE INITIATIVE | $800,000 | |||||
| CARNEGIE COUNCIL FUND | ||||||||||||
| 170 EAST 64TH STREET | NEW YORK | NY | 10065 | N/A | PC | IN SUPPORT OF A DEVELOPMENT STAFFER FOR THE C2G CLIMATE GOVERNANCE INITIATIVE | $157,426 | |||||
| LUND UNIVERSITY | ||||||||||||
| N/A | PC | IN SUPPORT OF RESEARCH PROJECT ON PETROCHEMICALS | $361,532 | JOHN ERICSSONS VAG 3 | LUND | SW | 222 63 | |||||
| ROCKEFELLER PHILANTHROPY ADVISORS | ||||||||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | IN SUPPORT OF THE WORK OF CLIMATE NEXUS ON CLIMATE SCIENCE COMMUNICATION | $200,000 | |||||
| US CLIMATE ACTION NETWORK | ||||||||||||
| 50 F STREET NW 8TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | IN SUPPORT OF US CAN'S STRATEGY DEVELOPMENT WORK | $25,000 | |||||
| UNIVERSITY OF CAMBRIDGE | ||||||||||||
| N/A | PC | IN SUPPORT OF THE C-THRU PROJECT | $2,769,082 | TRUMPINGTON STREET | UK | CB2 1PZ | CAMBRIDGE | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,373,040 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,593 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $776,927 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,317 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,447 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,756,698 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME THROUGH K-1 | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$60,768 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,768 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$55,728 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,601,710 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,545,982 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DEMASCO, SENA & JAHELKA - BOOKKEEPING | $44,086 | $0 | $44,086 |
| PKF O'CONNOR DAVIES LLP - AUDIT AND TAX | $37,000 | $0 | $25,600 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTARY INFORMATION | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART XV, LINE 2 | FormAndLineReferenceDesc |
| Medium Explanation | OUR CURRENT PROGRAM AREAS:THE URGENCY OF DEALING WITH CLIMATE CHANGE, UNSUSTAINABLE CONSUMPTION, AND LOSS OF BIODIVERSITY ARE THE OVERALL THEMES FOR THE V. KANN RASMUSSEN FOUNDATION. WE PRIMARILY WORK IN THE UNITED STATES, BUT ONLY ON NATIONAL AND INTERNATIONAL LEVEL ISSUES. ANY NON-US FUNDING MUST BE MULTINATIONAL IN SCOPE AND NOT FOCUS ON ANY SPECIFIC COUNTRY, REGION, OR CONTINENT.WE FAVOR PROJECTS THAT:-TAKE STOCK OF THE SCALE OF ENVIRONMENTAL PROBLEMS-USE A SYSTEMS APPROACH TO ACHIEVE CHANGE-LINK POLICY, ADVOCACY, AND PRACTICAL SOLUTION-HAVE INTERNATIONAL SIGNIFICANCE AND PERSPECTIVE, EVEN IF US BASED-ARE BASED ON ORIGINAL THINKING AND CREATIVE IDEASOUR TYPICAL GRANTEES ARE SMALL OR MIDSIZE ORGANIZATIONS WITH DEMONSTRATED LEADERSHIP IN DEVELOPING STRATEGY, COMMUNICATING VISION, AND WITH EFFECTIVE PROJECT PERFORMANCE. WE DO NOT PROVIDE CORE FUNDING. CURRENTLY, WE ONLY EVALUATE PROJECTS THAT FALL WITHIN ONE OF THE FOLLOWING CATEGORIES:CULTURAL RESILIENCE AND GLOBAL LEADERSHIP UNDER THE CONDITIONS OF ENVIRONMENTAL BREAKDOWN-DEVELOPMENT OF SYSTEMS-LEVEL RESPONSES TO ECOLOGICAL, ECONOMIC, AND SOCIAL STRESSES/DESTABILIZATION/COLLAPSE-FURTHERANCE OF RESEARCH RELATED TO OUR PSYCHOLOGICAL AND SOCIAL CAPACITIES FOR DEALING WITH SERIOUS CLIMATE CHANGE, TIPPING POINTS, AND THE COLLAPSE OF NATURAL SYSTEMS-EXPLORATION OF SOCIOCULTURAL TRANSFORMATIONS AND STRATEGIC PLANNING FRAMEWORKS THAT CAN ENHANCE MITIGATION UNDER THE CONDITIONS OF ENVIRONMENTAL BREAKDOWN-DEVELOPMENT OF LEADERSHIP TOOLS AND PRACTICES THAT CAN BE WIDELY AND RAPIDLY ADOPTED UNDER THE CONDITIONS OF ENVIRONMENTAL BREAKDOWNINFRASTRUCTURE AND COMMUNICATIONS SUPPORT TO THE CLIMATE MOVEMENT-SUPPORT OF YOUNG ADVOCATES TO BECOME FUTURE MOVEMENT LEADERS-NETWORK-BUILDING, COORDINATION, AND KNOWLEDGE SHARING ACROSS DISCIPLINES AND MOVEMENTS-TOOLS TO ENSURE THE WIDEST PUBLIC COMMUNICATION AND UNDERSTANDING OF CLIMATE SCIENCEPETROCHEMICALS AND CLIMATE -ANALYSIS OF DATA AND AUDITING OF LIFE-CYCLE GREENHOUSE GAS EMISSIONS ORIGINATING FROM THE PRODUCTION OF PETROCHEMICALS AND THE MANUFACTURING OF PRODUCTS FROM THEMTHE NEED FOR GOVERNANCE OF CLIMATE GEOENGINEERING IN ADDITION, THE FOUNDATION HAS A NUMBER OF ONGOING MULTIYEAR GRANTS THAT RELATE TO THE URGENT NEED FOR GOVERNANCE AND LEGAL FRAMEWORKS RELATED TO RESEARCH AND DEPLOYMENT OF CLIMATE GEOENGINEERING.VKRF DOES NOT FUND:- FOR-PROFIT ORGANIZATIONS- GENERAL OPERATIONS OF WELL-ESTABLISHED NGO PROGRAMS- LARGE MEMBERSHIP ORGANIZATIONS- CANDIDATES FOR POLITICAL OFFICE- US PROJECTS WITH A SPECIFIC LOCAL, STATE, OR REGIONAL FOCUS (EXCEPTION: GREENWOOD AREA, SC)- NON-US PROJECTS FOCUSED ON SINGLE COUNTRIES OR SPECIFIC CONTINENTS.- CONSERVATIVE PROJECTS FOCUSED ON ONE SINGLE SPECIES- GOVERNMENT ORGANIZATIONS- INDIVIDUAL SCHOLARSHIPS OR OTHER INDIVIDUAL SUPPORT- BOOK OR MAGAZINE PUBLISHING- FILM, TV, RADIO, OR VIDEO PROJECTS- MEDICAL RESEARCH- HEALTH CARE- LARGE UNIVERSITY RESEARCH PROGRAMS- ORGANIZATIONS WHOSE JOB IT IS TO RE-GRANT FUNDING RECEIVED- CAPITAL CONSTRUCTION OR ENDOWMENT CAMPAIGNS- BENEFITS OR ANNUAL FUND-RAISING CAMPAIGNSGUIDELINES FOR SUBMITTING LETTERS OF INQUIRY:VKRF NORMALLY HAS TWO ANNUAL OPEN SUBMISSIONS FOR A TWO-PAGE LETTER OF INQUIRY (LOI), SUPPLEMENTED BY A MAXIMUM TWO-PAGE BUDGET AND A COPY OF APPLICANT'S 501(C)3 CERTIFICATION. BASED ON THE BOARD'S EVALUATION OF LOIS, A VERY LIMITED NUMBER OF APPLICANTS WILL BE INVITED TO SEND IN A FULL PROPOSAL. THE REVIEW PROCESS IS COMPLETED EIGHT TO TEN WEEKS FROM THE DEADLINE.VKRF TYPICALLY RECEIVES UP TO 200+ LOIS BY THE SUBMISSION DEADLINE. OF THESE, ONLY TEN TO TWENTY CAN BE INVITED TO SUBMIT A FULL PROPOSAL. UNFORTUNATELY, THIS MEANS THAT MANY WORTHY PROJECTS WILL NOT RECEIVE FUNDING IN ANY GIVEN ROUND. DUE TO THE VOLUME OF LOIS RECEIVED, THE VKRF STAFF MEMBERS DO NOT HAVE THE ABILITY TO OFFER FEEDBACK EXCEPT FOR THOSE INVITED TO SUBMIT A FULL PROPOSAL. PLEASE BE AWARE THAT EACH APPLICANT IS LIMITED TO SUBMITTING A MAXIMUM OF TWO LOIS. ALL APPLICANTS MUST HAVE A US 501(C)(3) CERTIFICATION AND AUDITED FINANCIAL STATEMENTS. IN CERTAIN CASES, VKRF WILL ACCEPT A FISCAL AGENT READY TO TAKE FULL FINANCIAL RESPONSIBILITY FOR A PROJECT. DO NOT APPLY IF YOU OR YOUR FISCAL AGENT DO NOT HAVE THE 501(C)(3) STATUS OR AUDITED FINANCIAL STATEMENTS. BE SURE TO SCROLL DOWN ON THE VERTICAL BAR ON THE RIGHT SIDE OF THIS SCREEN TO READ ALL OF THE APPLICATION REQUIREMENTS LISTED BELOW.THE TWO-PAGE LETTER OF INQUIRY MUST INCLUDE THE FOLLOWING:1. ORGANIZATION NAME, PROJECT TITLE, A CONTACT NAME, MAILING ADDRESS, TELEPHONE, FAX, E-MAIL, AND WEBSITE ADDRESS2. A 100-WORD ABSTRACT OF THE PROPOSAL (WHAT IS THIS ABOUT, WHY IS THIS IMPORTANT)3. A DESCRIPTION OF THE PROJECT: BACKGROUND, SPECIFIC OBJECTIVES, APPROACH, AND ANTICIPATED RESULTS WITH APPROPRIATE CITATIONS OF SCHOLARLY LITERATURE, REPORTS, AND CASE STUDIES TO JUSTIFY ANY ASSUMPTIONS. PLEASE DO NOT INCLUDE HYPERLINKS. IF NECESSARY, WE PREFER REFERENCE TO A URL.LIST OF REFERENCES CITED ARE OUTSIDE OF THE PAGE LIMIT. REFERENCES (FULL COPIES OF PAPERS, REPORTS, PRESS MENTIONS, CASE STUDIES CITED, LIST OF MEMBERS, ETC.) SHOULD BE AVAILABLE AS PDFS ON REQUEST.IN ADDITION, PLEASE INCLUDE (MAXIMUM OF 3 PAGES TOTAL):1. A SIMPLE LINE ITEM BUDGET, WITH PROJECTED BUDGET FOR THE WHOLE ORGANIZATION AND FOR THE SPECIFIC PROJECT;2. A COMPLETE LIST OF SECURED AND POTENTIAL FUNDING SOURCES FOR THE ORGANIZATION AND PROJECT (GRANTS RECEIVED, REQUESTS PENDING, PLANNED PROPOSAL SUBMISSIONS, EARNED INCOME, ETC.)3. A COPY OF THE APPLICANT OR FISCAL SPONSOR'S 501(C)(3) DETERMINATION LETTER FROM THE IRS. PLEASE NOTE: IF THE APPLICANT IS A 501(C)(3) BUT WILL NOT BE ABLE TO PROVIDE RECENT AUDITED FINANCIALS, A FISCAL SPONSOR SHOULD BE USED. CONTACT A VKRF STAFF MEMBER FOR GUIDANCE AND/OR A COPY OF THE REQUIRED FISCAL SPONSOR AGREEMENT.NO ADDITIONAL MATERIALS OR INFORMATION SHOULD BE INCLUDED.PLEASE ADHERE TO THE PAGE LIMITS AS DESCRIBED.PLEASE FORWARD THE LOI AS ONE DOCUMENT IN LETTER PAPER FORMAT (8.5 X11") WITH MINIMUM MARGINS OF 0.8 INCHES USING NO LESS THAN 11 POINT FONT TO GRANTS@VKRF.ORG. THE 501(C)(3) LETTER MAY BE A SEPARATE FILE ATTACHED TO THE SAME EMAIL. DOCUMENT FILE NAMES AND EMAIL SUBJECT LINES SHOULD INCLUDE THE NAME OF YOUR ORGANIZATION. DO NOT FORWARD TO INDIVIDUAL STAFF MEMBERS.LOIS THAT DO NOT FOLLOW THIS FORMAT WILL NOT BE CONSIDERED. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (32 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $89,173 | $89,173 |
| AFRICAN DEVELOPMENT BANK | $111,311 | $111,311 |
| AMERICAN EXPRESS CO | $127,012 | $127,012 |
| APPLE INC | $143,362 | $143,362 |
| AT&T INC | $113,960 | $113,960 |
| BANK OF AMERICA CORP | $144,301 | $144,301 |
| BANK OF NY MELLON CORP | $111,408 | $111,408 |
| CITIGROUP INC | $122,642 | $122,642 |
| COMCAST CORP | $112,233 | $112,233 |
| CVS HEALTH CORP | $107,439 | $107,439 |
| GOLDMAN SACHS GROUP INC | $129,461 | $129,461 |
| HOME DEPOT INC | $129,254 | $129,254 |
| INTEL CORP | $51,904 | $51,904 |
| JPMORGAN CHASE & CO | $147,043 | $147,043 |
| MEDTRONIC INC | $105,897 | $105,897 |
| MERCK & CO INC | $144,230 | $144,230 |
| MICROSOFT CORP | $150,812 | $150,812 |
| MORGAN STANLEY | $88,370 | $88,370 |
| NEXTERA ENERGY CAPITAL | $119,456 | $119,456 |
| NORTHERN STATES PWR-MINN | $104,826 | $104,826 |
| NOVARTIS CAPITAL CORP | $111,008 | $111,008 |
| PEPSICO INC | $123,445 | $123,445 |
| PRUDENTIAL FINANCIAL INC | $110,725 | $110,725 |
| SIMON PROPERTY GROUP LP | $134,471 | $134,471 |
| STARBUCKS CORP | $79,970 | $79,970 |
| TEXAS INSTRUMENTS INC | $101,504 | $101,504 |
| TORONTO-DOMINION BANK | $141,917 | $141,917 |
| UNITED PARCEL SERVICE INC | $144,554 | $144,554 |
| UNITEDHEALTH GROUP INC | $131,023 | $131,023 |
| VERIZON COMMUNICATIONS | $119,566 | $119,566 |
| WALT DISNEY COMPANY | $171,195 | $171,195 |
| WASTE MANAGEMENT INC | $81,898 | $81,898 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (169 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $19,746 | $19,746 |
| ABBVIE INC | $50,661 | $50,661 |
| ACCENTURE PLC | $202,052 | $202,052 |
| ACUITY BRANDS HOLDING COMPANY INC | $6,893 | $6,893 |
| ADOBE INC | $391,779 | $391,779 |
| ADVANCED MICRO DEVICES INC COM | $24,411 | $24,411 |
| AIR LEASE CORPORATION | $27,152 | $27,152 |
| ALEXION PHARMACEUTICALS INC COM | $26,152 | $26,152 |
| ALLISON TRANSMISSION HOLDINGS | $956 | $956 |
| ALLSTATE CORP | $73,130 | $73,130 |
| ALLY FINANCIAL INC | $15,388 | $15,388 |
| ALPHABET INC CL A | $433,923 | $433,923 |
| ALPHABET INC CL C | $120,157 | $120,157 |
| AMAZON.COM INC | $549,005 | $549,005 |
| AMC NETWORKS INC A | $9,754 | $9,754 |
| AMERICAN TOWER CORP | $289,565 | $289,565 |
| AMERICAN WATER WORKS COMPANY INC | $90,834 | $90,834 |
| AMGEN INC COM | $93,401 | $93,401 |
| ANALOG DEVICES INC | $147,536 | $147,536 |
| APPLE INC | $221,434 | $221,434 |
| ASPEN TECHNOLOGY INCORPORATED | $79,262 | $79,262 |
| AT&T INC | $73,731 | $73,731 |
| AUTODESK COM | $198,767 | $198,767 |
| AVANGRID INC | $70,946 | $70,946 |
| BALL CORPORATION | $130,850 | $130,850 |
| BANK OF AMERICA CORPORATION | $71,915 | $71,915 |
| BANK OF NEW YORK MELLON CORPORATION | $19,286 | $19,286 |
| BECTON DICKINSON & CO COM | $28,712 | $28,712 |
| BEST BUY COMPANY INC | $13,614 | $13,614 |
| BIO RAD LABORATORIES INC | $184,208 | $184,208 |
| BIOGEN, INC | $74,379 | $74,379 |
| BOOZ ALLEN HAMILTON HOLDING | $8,557 | $8,557 |
| BOSTON SCIENTIFIC CORP COM | $4,424 | $4,424 |
| BRIGHTHOUSE FINANCIAL INC | $5,620 | $5,620 |
| BRISTOL-MYERS SQUIBB CO | $96,844 | $96,844 |
| CAPITAL ONE FINANCIAL CORP | $18,026 | $18,026 |
| CBRE GROUP INC | $68,056 | $68,056 |
| CHUBB LTD | $26,970 | $26,970 |
| CHURCH & DWIGHT CO INC | $55,347 | $55,347 |
| CIGNA CORP | $72,058 | $72,058 |
| CISCO SYSTEMS INC | $66,509 | $66,509 |
| CITIGROUP INC | $77,468 | $77,468 |
| CITRIX SYSTEMS INC COM | $69,961 | $69,961 |
| CLOROX COMPANY | $22,814 | $22,814 |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP | $5,227 | $5,227 |
| COMCAST CORP | $11,694 | $11,694 |
| CONAGRA BRANDS INC. | $14,314 | $14,314 |
| CONSOLIDATED EDISON INCORPORATED | $60,709 | $60,709 |
| COUSINS PROPERTIES INC | $2,327 | $2,327 |
| CUMMINS INC COM | $60,294 | $60,294 |
| CVS HEALTH CORPORATION | $59,448 | $59,448 |
| DANAHER CORP COM | $278,861 | $278,861 |
| DARLING INGREDIENTS INC | $61,378 | $61,378 |
| DELL TECHNOLOGIES INC CL C | $40,601 | $40,601 |
| DIGITAL REALTY TRUST INC | $35,954 | $35,954 |
| EBAY INC COM | $43,638 | $43,638 |
| ECOLAB INC COM | $169,903 | $169,903 |
| EDWARDS LIFESCIENCES CORP COM | $135,386 | $135,386 |
| ELECTRONICS ARTS COM | $8,319 | $8,319 |
| EQUITABLE HOLDINGS INC | $93,769 | $93,769 |
| ESSENTIAL UTILITIES INC | $12,250 | $12,250 |
| ESTEE LAUDER COMPANIES INC | $14,528 | $14,528 |
| ETSY INC | $102,299 | $102,299 |
| EXELIXIS INCORPORATED | $7,336 | $7,336 |
| EXPEDITORS INTL WASH INC COM | $16,805 | $16,805 |
| FACEBOOK INC-A | $153,272 | $153,272 |
| FIRST SOLAR INC | $38,957 | $38,957 |
| FMC CORPORATION COMMON NEW | $33,871 | $33,871 |
| FORTIVE CORP | $158,527 | $158,527 |
| FTI CONSULTING | $3,551 | $3,551 |
| GENERAL MILLS INC | $42,600 | $42,600 |
| GENERAL MOTORS COMPANY | $1,923 | $1,923 |
| GENWORTH FINANCIAL INC | $5,440 | $5,440 |
| GILEAD SCIENCES INC COM | $35,623 | $35,623 |
| GOLDMAN SACHS GROUP INC COM | $56,322 | $56,322 |
| HEWLETT PACKARD ENTERPRISE COMPANY | $133,058 | $133,058 |
| HOME DEPOT INC COM | $173,102 | $173,102 |
| HP INC | $23,513 | $23,513 |
| HUMANA INC COM | $17,061 | $17,061 |
| IDEXX LABS COMMON | $187,531 | $187,531 |
| IHS MARKIT LTD | $27,482 | $27,482 |
| ILLUMINA INC | $138,141 | $138,141 |
| INTEL CORP COM | $157,652 | $157,652 |
| INTERNATIONAL BUSINESS MACHINES CORP | $57,607 | $57,607 |
| INTUIT INC COM | $284,935 | $284,935 |
| JACOBS ENGINEERING GROUP INC COM | $9,582 | $9,582 |
| JOHNSON & JOHNSON | $138,239 | $138,239 |
| JONES LANG LASALLE INC COM | $45,005 | $45,005 |
| JPMORGAN CHASE & CO | $10,535 | $10,535 |
| JUNIPER NETWORKS INC | $37,239 | $37,239 |
| KB HOME COM | $38,166 | $38,166 |
| KEURIG DR PEPPER INC | $14,370 | $14,370 |
| KILROY REALTY CORPORATION | $28,880 | $28,880 |
| KOHLS CORP COM | $1,724 | $1,724 |
| KRAFT HEINZ CO | $3,412 | $3,412 |
| KROGER COMPANY COMMON | $41,669 | $41,669 |
| LEGG MASON INC | $10,099 | $10,099 |
| LEIDOS HOLDINGS, INC | $26,602 | $26,602 |
| LINCOLN NATIONAL CORP COMMON | $6,291 | $6,291 |
| LOCKHEED MARTIN CORPORATION COM | $56,563 | $56,563 |
| LOGMEIN INCORPORATED | $33,315 | $33,315 |
| LULULEMON ATHLETICA INC | $4,680 | $4,680 |
| LUMEN TECHNOLOGIES | $4,734 | $4,734 |
| MACY'S INC | $11,503 | $11,503 |
| MARVEL TECHNOLOGY GROUP LTD | $225,366 | $225,366 |
| MASTEC INC | $3,006 | $3,006 |
| MASTERCARD INC | $34,006 | $34,006 |
| MCCORMICK & CO INC | $12,020 | $12,020 |
| MEDTRONIC PLC | $50,252 | $50,252 |
| MERCK & COMPANY INC | $157,212 | $157,212 |
| METLIFE INCORPORATED | $192,972 | $192,972 |
| MICROSOFT CORP | $546,221 | $546,221 |
| MOLSON COORS BEVERAGE COMPANY | $17,043 | $17,043 |
| MONOLITHIC POWER SYSTEMS INC | $175,854 | $175,854 |
| MORGAN STANLEY GROUP INC | $32,941 | $32,941 |
| MYLAN NV | $14,070 | $14,070 |
| NAVIENT CORP | $4,352 | $4,352 |
| NETFLIX INC. | $29,123 | $29,123 |
| NIKE INC CL B | $146,781 | $146,781 |
| NORDSON CORPORATION | $159,736 | $159,736 |
| NORTHROP GRUMMAN CORP | $307 | $307 |
| NORTONLIFELOCK INC | $43,864 | $43,864 |
| NVIDIA CORP COM | $99,157 | $99,157 |
| ORACLE CORPORATION COM | $104,792 | $104,792 |
| OSHKOSH CORPORATION | $14,897 | $14,897 |
| PACCAR INC | $35,629 | $35,629 |
| PARAMOUNT GROUP INC | $25,204 | $25,204 |
| PAYPAL HOLDINGS INC | $32,755 | $32,755 |
| PFIZER INC | $36,755 | $36,755 |
| PROCTER & GAMBLE CO COM | $31,566 | $31,566 |
| PROLOGIS INCORPORATED | $3,360 | $3,360 |
| PRUDENTIAL FINANCIAL INC | $97,927 | $97,927 |
| QUALCOMM INC COM | $21,617 | $21,617 |
| QUANTA SERVICES INC COM | $14,437 | $14,437 |
| RAYTHEON CO COM NEW | $28,160 | $28,160 |
| REGENERON PHARMACEUTICALS INC | $49,268 | $49,268 |
| RINGCENTRAL INC | $5,700 | $5,700 |
| SALESFORCE.COM INC | $59,384 | $59,384 |
| SEAGATE TECHNOLOGY | $11,134 | $11,134 |
| SERVICENOW INC | $204,960 | $204,960 |
| SLM CORP COM | $15,951 | $15,951 |
| SOLAREDGE TECHNOLOGIES INC | $4,857 | $4,857 |
| STARBUCKS CORP COM | $106,043 | $106,043 |
| SYNNEX CORPORATION | $10,180 | $10,180 |
| TARGET CORP COM | $42,935 | $42,935 |
| TESLA INC. | $56,150 | $56,150 |
| THE HERSHEY COMPANY | $16,462 | $16,462 |
| THE J M SMUCKER COMPANY | $88,351 | $88,351 |
| THE TRAVELERS COMPANIES INC | $31,250 | $31,250 |
| THERMO FISHER SCIENTIFIC INC | $246,029 | $246,029 |
| TJX COMPANIES COM | $106,429 | $106,429 |
| TYLER TECHNOLOGIES INCORPORATED | $175,521 | $175,521 |
| UNITED THERAPEUTICS CORP | $13,794 | $13,794 |
| UNITEDHEALTH GROUP INC | $308,518 | $308,518 |
| UNUM GROUP | $47,265 | $47,265 |
| VERISK ANALYTICS, INC. COMMON STOCK | $227,898 | $227,898 |
| VERIZON COMMUNICATIONS COM | $56,177 | $56,177 |
| VIACOMCBS INC CL B | $36,333 | $36,333 |
| VISA INCORPORATED | $327,230 | $327,230 |
| VMWARE INCORPORATED | $61,325 | $61,325 |
| WABTEC CORP COM | $14,968 | $14,968 |
| WALGREENS BOOTS ALLIANCE INC | $31,962 | $31,962 |
| WALT DISNEY CO | $5,910 | $5,910 |
| WERNER ENTERPRISES INC | $9,446 | $9,446 |
| WESCO INTERNATIONAL INCORPORATED | $56,106 | $56,106 |
| WEST PHARMACEUTICAL SERVICES INC | $201,727 | $201,727 |
| XEROX CORPORATION | $5,963 | $5,963 |
| XILINX COM | $3,542 | $3,542 |
| XYLEM INC-W/I | $24,685 | $24,685 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,231,573 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,231,573 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,696,426 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,696,426 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (36 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BOSTON COMMON SUSTAINABLE CLIMATE FUND | FMV | $5,499,653 | $5,499,653 |
| CAMDEN PRIVATE CAPITAL III | FMV | $375,518 | $375,518 |
| CAPRICORN TECHNOLOGY IMPACT FUND | FMV | $2,032,221 | $2,032,221 |
| CONTROLLED ENVIRONMENT FOOD FUND II, LLC | FMV | $2,316,137 | $2,316,137 |
| DLB PARTNERS III LP | FMV | $461,776 | $461,776 |
| ECOSYSTEM INTEGRITY FUND IV | FMV | $312,629 | $312,629 |
| ECOSYSTEM INVESTMENT PARTNERS II, LP | FMV | $411,541 | $411,541 |
| ECOSYSTEM INVESTMENT PARTNERS III, LP | FMV | $301,200 | $301,200 |
| ENERGY CAP INFRASTRUCTURE CREDIT | FMV | $1,585,780 | $1,585,780 |
| G2VP | FMV | $2,683,082 | $2,683,082 |
| GENERATION GLOBAL EQUITY | FMV | $9,271,179 | $9,271,179 |
| GENERATION IM CLIMATE SOLUTIONS FUND II | FMV | $1,166,523 | $1,166,523 |
| GLOBAL RENEWABLE POWER II | FMV | $2,219,861 | $2,219,861 |
| HALL CAPITAL | FMV | $780,204 | $780,204 |
| LYME FOREST FUND IV | FMV | $481,809 | $481,809 |
| MEDIA GENERAL INC | FMV | $1,454 | $1,454 |
| MONDRIAN IEQ | FMV | $4,735,839 | $4,735,839 |
| MORGAN CREEK PARTNERS II, LP | FMV | $498,228 | $498,228 |
| MREP INTERNATIONAL III | FMV | $87,811 | $87,811 |
| MREP VI | FMV | $54,217 | $54,217 |
| NEW ENERGY INVESTORS III LP | FMV | $1,338,176 | $1,338,176 |
| OWNERSHIP CAPITAL GLOBAL EQUITY FUND | FMV | $7,233,671 | $7,233,671 |
| PAINE SCHWARTZ FOOD CHAIN FUND V B LP | FMV | $248,005 | $248,005 |
| PARTNERS CAP CONDOR FD II, LP | FMV | $67,489 | $67,489 |
| RENEWAL4 US LIMITED PARTNERSHIP | FMV | $712,665 | $712,665 |
| SAFER MADE LP | FMV | $94,526 | $94,526 |
| SJF VENTURES III, LP | FMV | $740,580 | $740,580 |
| SJF VENTURES IV, LP | FMV | $463,105 | $463,105 |
| SONEN PRIVATE EQUITY | FMV | $3,254,430 | $3,254,430 |
| SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES FUND | FMV | $5,227,524 | $5,227,524 |
| THE LYME FOREST FUND III TE, LP | FMV | $239,160 | $239,160 |
| THE LYME FOREST FUND V | FMV | $2,115,409 | $2,115,409 |
| VALUEACT SPRING INTERNATIONAL | FMV | $5,823,355 | $5,823,355 |
| VANGUARD SHORT-TERM BOND INDEX FUND | FMV | $302,064 | $302,064 |
| VISION RIDGE SUSTAINABLE ASSET FUND II | FMV | $1,365,168 | $1,365,168 |
| WAVE EQUITY FUND II | FMV | $1,204,999 | $1,204,999 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WITHERS BERGMAN LP | CategoryTxt |
| Legal Fees | $11,902 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,902 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE REGISTRATION FEES | $344 | $0 | $344 |
| INSURANCE | $12,387 | $0 | $12,387 |
| BANK SERVICE CHARGES | $3,486 | $0 | $3,486 |
| PAYROLL PROCESSING FEES | $10,476 | $0 | $10,476 |
| WEBSITE | $7,569 | $0 | $7,569 |
| OFFICE EQUIPMENT AND COMPUTERS | $2,202 | $0 | $2,202 |
| OFFICE SUPPLIES | $2,112 | $0 | $2,112 |
| POSTAGE AND DELIVERY | $1,553 | $0 | $1,553 |
| MISCELLANEOUS EXPENSES | $1,278 | $0 | $1,278 |
| TELEPHONE | $6,660 | $0 | $6,660 |
| ACCOUNTING SOFTWARE FEES | $2,226 | $0 | $2,226 |
| PARTNERSHIP EXPENSES | $0 | $1,591,633 | $0 |
| SUBSCRIPTIONS | $2,214 | $0 | $2,214 |
| PROGRAM EXPENSES | $4,693 | $0 | $4,693 |
| IT RELATED COSTS | $7,185 | $0 | $7,185 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SECURITY LITIGATION PROCEEDS | $7,317 | $7,317 | $7,317 |
| OTHER INCOME THRU K-1S | $0 | -$10,822 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $4,314,519 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT AND CUSTODIAL FEES | $98,272 | $98,272 | $0 |
| OTHER CONSULTING FEES | $1,811 | $0 | $1,811 |
| CAMBRIDGE ASSOCIATES - INVESTMENT ADVISORY FEES | $176,904 | $176,904 | $0 |
| BOARD DEVELOPMENT CONSULTING FEES | $500 | $0 | $500 |
| PROGRAMMATIC CONSULTANTS | $40,060 | $0 | $40,060 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES PAID | $130,000 | $0 | $0 |
| STATE UBI TAXES PAID | $317 | $0 | $0 |
| FOREIGN TAX WITHHELD | $293 | $50,221 | $0 |