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JEREMY AND HANNELORE GRANTHAM ENVIRONMENTAL TRUST: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JEREMY AND HANNELORE GRANTHAM ENVIRONMENTAL TRUST (EIN 20-3959397)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-13
IRS object ID
201903179349303195
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-13T13:06:01-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042206126PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RAPHAEL AND RAPHAEL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line152 CHURCH STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203959397EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JEREMY AND HANNELORE GRANTHAMBusinessNameLine1Txt
Business Name Line2ENVIRONMENTAL TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJEREBusinessNameControlTxt
Phone6173307500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 ROWES WHARFAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEREMY GRANTHAMPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6173307500PhoneNum
Signature2019-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN LYDONPreparerPersonNm
PTINP00255755PTIN
Phone6173570100PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.238.128.106IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-13IPDt
IP Tm11:51:01IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id53FEE156EED5565E72F0B9228042CB7CDF9149E3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJEREMY GRANTHAMPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 ROWES WHARFAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$30,842,293GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation2007FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionPROVIDES GRANTS TO ORGANIZATIONS ENGAGED IN PROTECTING THE ENVIRONMENT.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$255,010TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$124,757NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$10,826,940PYContributionsGrantsAmt
CY Contributions Grants$17,000,000CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$17,546,135PYInvestmentIncomeAmt
CY Investment Income$10,303,033CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$28,373,075PYTotalRevenueAmt
CY Total Revenue$27,303,033CYTotalRevenueAmt
PY Grants And Similar Paid$11,881,861PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,276,174CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,614,305PYOtherExpensesAmt
CY Other Expenses$3,138,391CYOtherExpensesAmt
PY Total Expenses$14,496,166PYTotalExpensesAmt
CY Total Expenses$5,414,565CYTotalExpensesAmt
PY Revenues Less Expenses$13,876,909PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$21,888,468CYRevenuesLessExpensesAmt
Total Assets BOY$245,369,148TotalAssetsBOYAmt
Total Assets EOY$262,709,732TotalAssetsEOYAmt
Total Liabilities BOY$11,742,762TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,850,778TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$233,626,386NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$254,858,954NetAssetsOrFundBalancesEOYAmt
MissionPROVIDES GRANTS TO ORGANIZATIONS ENGAGED IN PROTECTING THE ENVIRONMENT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,276,174ExpenseAmt
Grant$2,276,174GrantAmt
DescGRANTS TO ENVIRONMENTAL ORGANIZATIONS THAT QUALIFY AS SECTION 501(C)3 ORGANIZATIONSDesc
Total Program Service Expenses$2,276,174TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related InvstYes (1)ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing AddressYes (1)OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEREMY GRANTHAMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6173307500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 ROWES WHARFAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JEREMY GRANTHAM
TRUSTEE1.00Yes (X)$0$0$0
HANNELORE GRANTHAM
TRUSTEE0.25Yes (X)$0$0$0
CARTER ROBERTS
TRUSTEE0.25Yes (X)$0$0$0
BRETT JANKS
TRUSTEE0.25Yes (X)$0$0$0
WAYNE KLOCKNER
TRUSTEE0.25Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAMBRIDGE ASSOCIATESBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 HIGH STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
ServicesMANAGEMENTServicesDesc
Compensation$371,564CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$17,000,000AllOtherContributionsAmt
Total Contributions$17,000,000TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column-$362,682TotalRevenueColumnAmt
Unrelated Business Revenue-$18,208UnrelatedBusinessRevenueAmt
Exclusion-$344,474ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$284,460SecuritiesAmt
Other$13,920,515OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,547SecuritiesAmt
Other$3,537,713OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$282,913SecuritiesAmt
Other$10,382,802OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,665,715TotalRevenueColumnAmt
Unrelated Business Revenue$273,218UnrelatedBusinessRevenueAmt
Exclusion$10,392,497ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,303,033TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$255,010UnrelatedBusinessRevenueAmt
Exclusion$10,048,023ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,276,174TotalAmt
Program Services$2,276,174ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$221,474TotalAmt
Management And General$221,474ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$59,650TotalAmt
Management And General$59,650ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$371,785TotalAmt
Management And General$371,785ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$33,218TotalAmt
Management And General$33,218ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,379TotalAmt
Management And General$7,379ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
PORTFOLIO AND OTHER DED$42,564$42,564
DEDUCTIONS FOR PORTFOLI$1,897,600$1,897,600
INVESTMENT INTEREST EXP$213,886$213,886
FOREIGN TAXES$164,560$164,560

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$126,275TotalAmt
Management And General$126,275ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,414,565TotalAmt
Program Services$2,276,174ProgramServicesAmt
Management And General$3,138,391ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,327,420BOYAmt
EOY$27,746,020EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,806,206BOYAmt
EOY$814,213EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$754,890BOYAmt
EOY$1,556,264EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$35,843,543BOYAmt
EOY$21,105,525EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$194,609,087BOYAmt
EOY$188,965,712EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$7,028,002BOYAmt
EOY$22,521,998EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$245,369,148BOYAmt
EOY$262,709,732EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$59,650EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$11,742,762BOYAmt
EOY$7,791,128EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,742,762BOYAmt
EOY$7,850,778EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$233,626,386BOYAmt
EOY$254,858,954EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$233,626,386BOYAmt
EOY$254,858,954EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$245,369,148BOYAmt
EOY$262,709,732EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$21,888,468ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$4,029,997NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$3,374,097OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations3SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (3 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
THE NATURE CONSERVANCY
5302426527Yes (1)$466,255$0
THE WORLD WILDLIFE FOUNDATION
5216933877Yes (1)$65,721$0
RARE
2373805637Yes (1)$79,156$0
FieldValueIRS element (for citing)
Supported Organizations Total3SupportedOrganizationsTotalCnt
Support Sum$611,132SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgYes (1)OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, SECTION B, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION MADE CONTRIBUTIONS TO THE FOLLOWING ORGANIZATIONS TO CARRY OUT THE PURPOSES OF ITS SUPPORTED ORGANIZATIONS AS FOLLOWS: POPULATION MEDIA CENTER (03-0358029) 501C(3) FOR $670,000 HENRY M. PAULSON JR. INSTITUTE (45-2430087) 501C(3) FOR R $500,000 OF WHICH $487,234 WAS PAID DURING 2019.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (34 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
GMO SYSTEMATIC GLOBAL MACRO FUND OFFSHORE$12,220,013F
ABRAMS CAPITAL PARTNERS II LP$1,777,913F
AIRDRIE PARTNERS$570,697F
ATLAS VENTURES FUND XI$992,369F
BERKSHIRE FUND VIII-A LP$1,685,101F
CHALKSTREAM INVESTMENT FUND (INTERNATIONAL)LTD$1,886,049F
COMMONFUND CAPITAL VENTURE PARTNERS X, LP$32,578,603F
COMMONFUND CAPITAL VENTURE PARTNERS XI, LP$10,022,974F
CONGRUENT OPPORTUNITITY FUND I$98,384F
CONGRUENT VENTURES I$295,377F
DEERFIELD PRIVATE DESIGN$4,190,383F
DEERFIELD RCA HOLDINGS LP$59,384F
ELLIOTT INTERNATIONAL LTD$13,242,521F
ENCAP FLATROCK MIDSTREAM FUND II, L.P.$2,971,752F
GENAGRO LTD$32,014F
HIGHFIELDS CAPITAL IV LP$60,868F
HILLHOUSE FUND III$8,795,247F
KALEIDOSCOPE PRISM OFFSHORE$11,431,615F
KING STREET CAPITAL LP$189,545F
LEGACY VENTURE IV LLC$1,601,585F
LEGACY VENTURE VI LLC$5,048,554F
LYXOR- BRIDGEWATER FUND$8,468,181F
OAK TREE$2,951,031F
OVERLOOK 3G INVESTMENT LP$3,924,185F
OVERLOOK PARTNERS L.P.$15,027,597F
PAINE & PARTNERRS AIV$1,211,553F
PAINE & PARTNERS$5,361,388F
RENAISSANCE INSTITUTIONAL EQUITIES FUND LP$23,133,872F
ROUNDSHIELD (RS FEEDER FUND I)$1,474,858F
SBC LATIN AMERICA HOUSING$2,479,533F
SPEARHEAD CO-INVESTMENT$1,789,685F
VERDESIAN$1,378,296F
VICTORY PARK CAPITAL, L.P.$3,954,204F
WATER STREET$8,060,381F
FieldValueIRS element (for citing)
Total Book Value Securities$188,965,712TotalBookValueSecuritiesAmt

Invst Program Related Org InvstProgramRelatedOrgGrp (12 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
MELOY FUND 1 L.P.$149,942F
SUSTAINABILITY VENTURE LLC$723,853F
SYSTEM IQ INCUBATION LIMITED$4,000,000F
SYSTEM IQ LIMITED$1,600,000F
OAKBIO INC$1,400,000F
TERVIVA BIOENERGY INC$999,998F
SPHERICAL ANALYTICS INC$3,000,000F
GREYROCK ENERGY INC$2,999,995F
LAND LIFE COMPANY$583,210F
KAIROS AEROSPACE INC$765,000F
GREENLIGHT BIOSCIENCES$6,000,000F
BLACKDIRT FARM MANAGEMENT$300,000F
FieldValueIRS element (for citing)
Total Book Value Program Rltd$22,521,998TotalBookValueProgramRltdAmt
Total Rev Etc Audited Fincl Stmt$23,886,848TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$4,029,997NetUnrealizedGainsInvstAmt
Other Revenue$3,374,097OtherRevenueAmt
Revenue Not Reported-$655,900RevenueNotReportedAmt
Revenue Subtotal$24,542,748RevenueSubtotalAmt
Investment Expenses Not Incld$2,760,285InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$2,760,285RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$27,303,033TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,654,279TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,654,279ExpensesSubtotalAmt
Investment Expenses Not Incld2$2,760,285InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$2,760,285ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,414,564TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART XI, LINE 2D - OTHER ADJUSTMENTS:FormAndLineReferenceDesc
ExplanationLONG TERM CAPITAL GAINS ON GAAP BASISExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,INVESTMENTS.LIST 74 _ 12TYLERR@RRLLP.COM - 10/31/17 11:44 AM WORKSHEET SCHEDULE F - STATEMENT OF ACT$78,749,000
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMINVESTMENTS.LIST 75 _ 4TYLERR@RRLLP.COM - 10/31/17 11:53 AM WORKSHEET SCHEDULE F - STATEMENT OF ACTI$18,345,000
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$97,094,000SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$97,094,000TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
THE NATURE CONSERVANCY
4245 N FAIRFAX DRIVEARLINGTONVA22203530242652501C3$466,255GRANTS TO PROTECT THE ENVIRONMENT
THE WORLD WILDLIFE FOUNDATION
1250 24TH ST NWWASHINGTONDC20037521693387501C3$65,721GRANTS TO PROTECT THE ENVIRONMENT
POPULATION MEDIA CENTER
30 KIMBALL AVE SUITE 302SOUTH BURLINGTONVT05403030358029501C3$670,000GRANTS TO PROTECT THE ENVIRONMENT
RARE
1310 N COURTHOUSE RD SUITE 110ARLINGTONVA22201237380563501C3$79,156GRANTS TO PROTECT THE ENVIRONMENT
HENRY M PAULSON JR INSTITUTE
5711 S WOODLAWN AVECHICAGOIL60637452430087501C3$987,234GRANTS TO PROTECT THE ENVIRONMENT
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

TransactionTransactionDescSharing Of RevenuesSharingOfRevenuesIndRelationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmt
JEREMY HANNELORE GRANTHAM HUSBAN
JEREMY IS GRANTOR OF TRUST AND OWNS AN INTEREST IN GRANTHAM, MAYO, VAN OTTERLOO, LLC (GMO). GMO IS THE COMPANY THAT MANAGES CERTAIN INVESTMENTS WHICH THE TRUST INVESTS IN.Yes (1)
JEREMY GRANTHAM
THE TRUST PAID A LEGAL INVOICE FOR DUE DILIGENCE RELATED TO AN INVESTMENT THAT ULTIMATELY THE TRUST DECIDED NOT TO PURSUE. ONE OF THE TRUSTEES SUBSEQUENTLY MADE THE INVESTMENT AND REIMBURSED THE TRUST FOR THE COST OF THE INVOICE.0TRUSTEE$79,890

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2TWO TRUSTEES, R. JEREMY GRANTHAM AND HANNELORE GRANTHAM ARE MARRIED.
FORM 990, PART VI, SECTION A, LINE 8BTHE FOUNDATION DOES NOT HAVE ANY COMMITEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTRUSTEE JEREMY GRANTHAM RECEIVES THE 990, REVIEWS THE INFORMATION ALONG WITH MICHELLE MARTIN, VP OF FINANCE AND OPERATIONS.
FORM 990, PART VI, SECTION B, LINE 12CAN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE TRUSTEES MEETING, BUT AFTER SUCH PRESENTATION,HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE TRUSTEES APPOINT A DISINTERESTED PERSON TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION. AFTER EXCERISING DUE DILIGENCE, THE TRUSTEES SHALL DETERMINE WHETHER THE TRUST CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE TRUSTEES SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES WHETHER THE TRANSACTION IS IN THE TRUST'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE.
FORM 990, PART VI, SECTION B, LINE 15THE TRUST DOES NOT PAY ANY COMPENSATION
FORM 990, PART VI, SECTION C, LINE 19UPON REQUEST
FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETCCARTER ROBERTS - 1250 24TH ST. NW, WASHINGTON, DC 20037. BRETT JANKS - 1310 NORTH COURTHOUSE ROAD, SUITE 110, ARLINGTON, VA 22201. WAYNE KLOCKNER - 4245 NORTH FAIRFAX DRIVE, SUITE 100, ARLINGTON, VA 22203.
FORM 990, PART XI, LINE 9:LONG TERM CAPITAL GAIN (LOSS) ON ABRAMS GAAP BASIS NOT TAX 800,020. LONG TERM CAPITAL GAIN (LOSS) ON BERKSHIRE GAAP BASIS NOT TAX 43,388. LONG TERM CAPITAL GAIN (LOSS) ON ENCAP FLATROCK GAAP BASIS NOT TAX 1,543,492. LONG TERM CAPITAL GAIN (LOSS) ON HIGHFIELDS GAAP BASIS NOT TAX 26,721. LONG TERM CAPITAL GAIN (LOSS) ON KING STREET GAAP BASIS NOT TAX 138,965. LONG TERM CAPITAL GAIN (LOSS) ON LEGACY IV GAAP BASIS NOT TAX 156,966. LONG TERM CAPITAL GAIN (LOSS) ON NORTH HAVEN GAAP BASIS NOT TAX 664,545.
FORM 990, PART XII, LINE 2C:PROCESS IS CONSISTENT WITH PRIOR YEARS.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1NEGLECTED CLIMATE OPPORTUNITIES LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 ROWES WHARFAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
EIN824412038EIN
Primary ActivitiesADVANCING THE MISSION OF THE JEREMY AND HANNELORE GRANTHAM ENVIRONMENTAL TR.PrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Total Income-$242,396TotalIncomeAmt
End Of Year Assets$16,048,353EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1THE JEREMY AND HANNELORE GRANTHAM ENVIRONMENTAL TRUSTBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
RARE
1310 N COURTHOUSE ROAD SUITE 110ARLINGTONVA22201237380563ENVIRONMENTAL PROTECTIONVA501(C)(3)LINE 7N/A0
WORLD WILDLIFE FUND INC
1250 24TH ST NWWASHINGTONDC20037521693387CONSERVATION OF NATUREDC501(C)(3)LINE 7N/A0
THE NATURE CONSERVANCY
4245 N FAIRFAX DRIVE SUITE 100ARLINGTONVA22203530242652NATURE PRESERVATIONVA501(C)(3)LINE 7N/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd