WAVERLEY STREET FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WAVERLEY STREET FOUNDATION (EIN 81-3242506)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202533179349104053
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T18:46:20-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rosewood Family Advisors LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 El Camino Ste 2-1000 | AddressLine1Txt |
| City | Palo Alto | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813242506 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAVERLEY STREET FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROSEWOOD FAMILY ADVISORS LLP | InCareOfNm |
| Business Name Control | WAVE | BusinessNameControlTxt |
| Phone | 6503132002 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 EL CAMINO REAL Suite 2-1000 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE MARIE BURGOYNE | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6503132002 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRISTINA ROSADO | PreparerPersonNm |
| PTIN | P00184639 | PTIN |
| Phone | 6503132000 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,338,124,885 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $117,593,685 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $117,001,065 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,185,819 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,157,300 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $151,380,108 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $570,353,379 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $155,366,268 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,951,716 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,321,395 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $290,111,328 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $293,846,028 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,579,134 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $157,913 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,421,221 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $4,962,676 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $496,268 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $4,466,408 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $706,486 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $70,649 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $635,837 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $468,585 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $468,585 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $545,668 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $181,424 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $364,244 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,957,584 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $121,541 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,836,043 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3,766,285 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,027,663 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,624,824 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $330,230 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $294,594 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,830,119 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,830,119 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,372,051 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,208,912 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $752,065 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,813,412 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,594,600 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,069,116 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $282,093,983 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $282,093,983 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $335,907,395 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,594,600 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $306,163,099 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$45,796,067 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $270,251,428 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,959,337 | CashBOYAmt |
| Cash EOY | $4,284,355 | CashEOYAmt |
| Cash EOYFMV | $4,284,355 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $156,157,198 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $116,401,629 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $116,401,629 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,986 | AcctRcvblAmt |
| Acct Rcvbl BOY | $73,064 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,986 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,986 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $281,057,572 | CorporateStockBOYAmt |
| Corporate Stock EOY | $281,057,572 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $615,534,742 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $400,000,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $200,000,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $200,742,082 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,927,760,912 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,130,422,496 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,395,143,197 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $961,710 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,002,688 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,013,894 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,783,969,793 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,738,173,726 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,338,124,885 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,783,969,793 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,738,173,726 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,783,969,793 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,738,173,726 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,783,969,793 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,738,173,726 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,783,969,793 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$45,796,067 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,738,173,726 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,738,173,726 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY-TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $414,989,851 | GrossSalesPriceAmt |
| Cost Or Other Basis | $414,987,111 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,740 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,740 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $155,366,268 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,756,495 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,756,495 | SubtotalAmt |
| Tax Based On Investment Income | $3,756,495 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,459,379 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $7,459,379 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,702,884 | OverpaymentAmt |
| Applied To ES Tax | $3,702,884 | AppliedToESTaxAmt |
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 | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WAVERLEYSTREET.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSEWOOD FAMILY ADVISORS LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6503132002 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 61239 | AddressLine1Txt |
| City | PALO ALTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | LU | 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 | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| LAURENE POWELL JOBS | ||||||||
| 3000 EL CAMINO REAL | PALO ALTO | CA | 94306 | VICE CHAIR/DIRECTOR | 4.0 | $0 | $0 | $0 |
| ANNE MARIE BURGOYNE | ||||||||
| 3000 EL CAMINO REAL | PALO ALTO | CA | 94306 | TREASURER/SECRETARY/DIRECTOR | 4.0 | $0 | $0 | $0 |
| J BRADLEY POWELL | ||||||||
| 3000 EL CAMINO REAL | PALO ALTO | CA | 94306 | DIRECTOR | 4.0 | $0 | $0 | $0 |
| REED JOBS | ||||||||
| 3000 EL CAMINO REAL | PALO ALTO | CA | 94306 | DIRECTOR | 4.0 | $0 | $0 | $0 |
| MONA SIMPSON | ||||||||
| 3000 EL CAMINO REAL | PALO ALTO | CA | 94306 | DIRECTOR | 4.0 | $0 | $0 | $0 |
| MICHAEL KLEIN | ||||||||
| 3000 EL CAMINO REAL | PALO ALTO | CA | 94306 | DIRECTOR | 4.0 | $0 | $0 | $0 |
| LISA JACKSON | ||||||||
| 3000 EL CAMINO REAL | PALO ALTO | CA | 94306 | CHAIR OF THE BOARD/Director | 6.0 | $0 | $0 | $0 |
| JARED BLUMENFELD | ||||||||
| 3000 EL CAMINO REAL | PALO ALTO | CA | 94306 | PRESIDENT | 40.0 | $920,193 | $20,700 | $0 |
| JAGADHA SIVAN | ||||||||
| 3000 EL CAMINO REAL | PALO ALTO | CA | 94306 | CHIEF OPERATING OFFICER | 40.0 | $658,941 | $15,000 | $0 |
| DARREN WALKER | ||||||||
| 3000 EL CAMINO REAL | PALO ALTO | CA | 94306 | DIRECTOR | 4.0 | $0 | $0 | $0 |
| RAFAEL REIF | ||||||||
| 3000 EL CAMINO REAL | PALO ALTO | CA | 94306 | DIRECTOR | 4.0 | $0 | $0 | $0 |
| RADHIKA FOX | ||||||||
| 3000 EL CAMINO REAL | PALO ALTO | CA | 94306 | DIRECTOR | 4.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LANDE AJOSE | ||||||||
| PO BOX 61239 | PALO ALTO | CA | 94306 | MANAGING DIRECTOR | 40.0 | $600,000 | $20,700 | $0 |
| EMILIANO MARTINEZ | ||||||||
| PO BOX 61239 | PALO ALTO | CA | 94306 | GENERAL COUNSEL | 40.0 | $541,667 | $13,833 | $0 |
| KAI CARTER | ||||||||
| PO BOX 61239 | PALO ALTO | CA | 94306 | HEAD OF GLOBAL PROG. | 40.0 | $351,939 | $7,751 | $0 |
| CAROLE EXCELL | ||||||||
| PO BOX 61239 | PALO ALTO | CA | 94306 | SR. PROGRAM OFFICER | 40.0 | $351,379 | $20,700 | $0 |
| CARMELITA MITCHELL | ||||||||
| PO BOX 61239 | PALO ALTO | CA | 94306 | DIRECTOR, GRANTS MGT | 40.0 | $312,439 | $16,638 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 19 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| 72ANDSUNNY PARTNERS LLC | |||||
| 12101 BLUFF CREEK DRIVE | PLAYA VISTA | CA | 90094 | AGENCY | $2,389,648 |
| SUNSTONE STRATEGIES LLC | |||||
| 360 GRAND AVENUE 187 | OAKLAND | CA | 94610 | STRATEGIC CONSULTING | $1,501,654 |
| OLMSTEAD PRODUCTIONS INC (E2K) | |||||
| 445 N WHISMAN ROAD STE 100 | MOUNTAIN VIEW | CA | 94043 | VIDEO PRODUCTION | $1,319,298 |
| ROSEWOOD FAMILY ADVISORS LLP | |||||
| PO BOX 61239 | PALO ALTO | CA | 94306 | ACCOUNTING & TAX | $545,668 |
| UPSTATEMENT | |||||
| 169 MADISON AVENUE 2030 | NEW YORK | NY | 10016 | DESIGN | $540,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 34 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | WPIF II MANAGER LLC COMMUNITY CLEAN ENERGY FUND INVESTMENT | Description1Txt |
| Expenses1 | $5,000,000 | Expenses1Amt |
| Total | $5,000,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $833,569,083 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $150,184,330 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,410,677,722 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,394,431,135 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,394,431,135 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,916,467 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,343,514,668 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $167,175,733 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $167,175,733 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,756,495 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,756,495 | TotalTaxAmt |
| Distributable Before Adj | $163,419,238 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $163,419,238 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $163,419,238 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $306,163,099 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $5,000,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $311,163,099 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $163,419,238 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $77,246,883 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $311,163,099 | QualifyingDistributionsAmt |
| Applied To Year1 | $77,246,883 | AppliedToYear1Amt |
| Applied To Current Year | $163,419,238 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $70,496,978 | RemainingDistriFromCorpusAmt |
| Total Corpus | $70,496,978 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $70,496,978 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $70,496,978 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAURENE POWELL JOBS | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (144 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MERIDIAN INSTITUTE | ||||||||||||
| PO Box 1829 | Dillon | CO | 80435 | PC | Global Alliance for the Future of Food | $5,000 | ||||||
| ROCKEFELLER PHILANTHROPY ADVISORS INC | ||||||||||||
| 120 Broadway Suite 3475 | New York | NY | 10271 | PC | Platform for Agriculture and Climate Transformation (PACT) | $1,000,000 | ||||||
| NATIONAL WILDLIFE FEDERATION | ||||||||||||
| 11100 Wildlife Federation | Reston | VA | 201905362 | PC | Great Lakes Regional Center support | $250,000 | ||||||
| REGENTS OF UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||||||
| 10889 Wilshire Blvd Ste 700-53 | Los Angeles | CA | 900951406 | PC | Climate Hubs Learning Partnership | $1,000,000 | ||||||
| ALBIE SACHS TRUST FOR CONSTITUTIONALISM | ||||||||||||
| PC | General Operating Support | $50,000 | 34 Third Beach Clifton | Cape Town | Western Cape | SF | 8005 | |||||
| SUSTAINABLE MARKETS FOUNDATION | ||||||||||||
| 40 West 37th Street Suite 1000 | New York | NY | 100187311 | PC | Years Project | $3,000,000 | ||||||
| CROATAN INSTITUTE | ||||||||||||
| 201 West Main Street Suite B013 | Durham | NC | 27701 | PC | Regenerative Agriculture Program | $250,000 | ||||||
| TAPROOT EARTH | ||||||||||||
| PO Box 521217 | Tulsa | OK | 74152 | PC | General Operating Support | $4,000,000 | ||||||
| BUSINESS AND HUMAN RIGHTS RESOURCE CENTRE | ||||||||||||
| PC | Energy transition | $550,000 | 2-8 SCRUTTON STREET 2ND FLOOR | LONDON | UK | EC2A 4RT | ||||||
| PEOPLE POWERED GLOBAL HUB | ||||||||||||
| 157 13th St | Brooklyn | NY | 11215 | PC | Civic Engagement | $1,170,486 | ||||||
| FOOD SYSTEM 6 ACCELERATOR INC | ||||||||||||
| 541 Jefferson Avenue Suite 100 | Redwood City | CA | 94063 | PC | General Operating Support | $250,000 | ||||||
| THE CHISHOLM LEGACY PROJECT INC | ||||||||||||
| 15210 Dino Drive PO Box 1031 | Burtonsville | MD | 20866 | PC | The Chisholm Legacy Project | $1,000,000 | ||||||
| THE SUNRISE PROJECT AUSTRALIA LTD | ||||||||||||
| PC | General Operating Support | $2,500,000 | Ground Floor 17 Randle Street | Surry Hills | NSW | AS | 2010 | |||||
| ROCKEFELLER PHILANTHROPY ADVISORS INC | ||||||||||||
| 90 Church Street FL 1 7082 | New York | NY | 10008 | PC | Climate project support | $2,500,000 | ||||||
| CORPORACION FISCALIA DEL MEDIO AMBIENTE (FIMA) | ||||||||||||
| PC | General Operating Support | $725,000 | Mosqueto 491 of312 | Santiago | Region Metropolit | CI | 8320112 | |||||
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | ||||||||||||
| 740 15th Street NW Suite 700 | Washington | DC | 20005 | PC | Civic engagement | $1,500,000 | ||||||
| CAPE FAREWELL (OCEAN) | ||||||||||||
| NC | Our Life is Here charitable project | $425,997 | The Wateshed Sydling St Nicholas | Dorchester | UK | DT2 9NS | ||||||
| NEW YORK CITY ENVIRONMENTAL JUSTICE ALLIANCE | ||||||||||||
| 462 36th Street Suite 3F | Brooklyn | NY | 11232 | PC | Climate Hubs Learning Partnership | $1,000,000 | ||||||
| TIDES FOUNDATION | ||||||||||||
| 1012 Torney Avenue | San Francisco | CA | 94129 | PC | Poder Latinx Collective Fund | $1,500,000 | ||||||
| THE GRADUATE CENTER FOUNDATION INC | ||||||||||||
| 365 Fifth Avenue Room 8204 | New York | NY | 10016 | PC | Climate Hubs Learning Partnership | $1,000,000 | ||||||
| ROCKEFELLER PHILANTHROPY ADVISORS INC | ||||||||||||
| 120 Broadway Suite 3475 | New York | NY | 10271 | PC | Platform for Agriculture and Climate Transformation (PACT) | $4,000,000 | ||||||
| CLIMATE POWER EDUCATION FUND | ||||||||||||
| 611 Pennsylvania SE Ste 143 | Washington | DC | 20003 | PC | General Operating Support | $1,000,000 | ||||||
| ROCKEFELLER PHILANTHROPY ADVISORS INC | ||||||||||||
| 120 Broadway Suite 3475 | New York | NY | 10271 | PC | Platform for Agriculture and Climate Transformation (PACT) | $5,000,000 | ||||||
| CLIMATE MUSEUM | ||||||||||||
| 630 9th Avenue Suite 1010 | New York | NY | 10036 | PC | General Operating Support | $1,000,000 | ||||||
| CALIFORNIA VOLUNTEERS FUND | ||||||||||||
| 1400 Tenth Street | Sacramento | CA | 95814 | PC | Climate Corps expansion | $5,000,000 | ||||||
| FUTURE GENERATIONS UNIVERSITY | ||||||||||||
| 400 Road Less Traveled Rd | Franklin | WV | 26807 | PC | Sharing community climate solutions | $500,000 | ||||||
| CENTRAL VALLEY COMMUNITY FOUNDATION | ||||||||||||
| 1260 Fulton Street Suite 200 | Fresno | CA | 93721 | PC | Regional planning support | $1,000,000 | ||||||
| GIRL SCOUTS OF THE USA | ||||||||||||
| 420 5th Avenue | New York | NY | 10018 | PC | Connecting people to nature | $3,500,000 | ||||||
| INTERNATIONAL LAND AND FOREST TENURE FACILITY | ||||||||||||
| PC | General Operating Support | $950,000 | Franzengatan 1B 6th floor 112 51 | Stockholm | SW | |||||||
| TIDES FOUNDATION | ||||||||||||
| 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | PC | CALIFORNIA AMBITIONS PROGRAM | $10,000,000 | ||||||
| INTERTRIBAL AGRICULTURE COUNCIL INC | ||||||||||||
| 100 North 27th Street Suite 500 | Billings | MT | 59101 | PC | General Operating Support | $2,000,000 | ||||||
| POTENTIAL ENERGY COALITION INC | ||||||||||||
| 477 Madison Avenue Suite 600 | New York | NY | 10022 | PC | Communications support | $7,000,000 | ||||||
| BUILDING DECARBONIZATION COALITION | ||||||||||||
| 198 Ely Road N | Petaluma | CA | 94954 | PC | Healthy Building, Healthy Communities Project | $4,500,000 | ||||||
| LIBERTY HILL FOUNDATION | ||||||||||||
| 1001 Wilshire Blvd PMB 2170 | Los Angeles | CA | 90017 | PC | General Operating Support | $250,000 | ||||||
| OPEN BRIEFING LTD | ||||||||||||
| PC | General Operating Support | $600,000 | The Workbox Wharf Road | Penzance | Cornwall | UK | TR18 4FG | |||||
| CHEF ANN FOUNDATION | ||||||||||||
| 5485 Conestoga Court Suite 110F | Boulder | CO | 80301 | PC | FARM TO SCHOOL PROGRAMS | $1,000,000 | ||||||
| NATURA Y ECOSISTEMAS MEXICANOS AC | ||||||||||||
| PC | General Operating Support | $1,000,000 | Plaza San Jancinto 23 | Alcaldia Alvaro Obregon | Mexico City | MX | 1000 | |||||
| COLLEGE OF MENOMINEE NATION | ||||||||||||
| N172 State Hwy 47/55 PO Box 1179 | Keshena | WI | 54135 | PC | Climate Hubs Learning Partnership | $1,000,000 | ||||||
| VERENIGING MILIEUDEFENSIE | ||||||||||||
| PC | General Operating Support | $5,000,000 | Nieuwe Looiersstraat 31 | Amsterdam | NL | 1017 VA | ||||||
| RES PUBLICA US INC | ||||||||||||
| 50 Riverside Blvd 6J | New York | NY | 10069 | PC | Event sponsorship | $300,000 | ||||||
| RE-EARTH INITIATIVE INC | ||||||||||||
| 4-74048th Avenue Suite 16B | Long Island City | NY | 11109 | PC | General Operating Support | $1,000,000 | ||||||
| THE GREAT GATHERING OF HUMANITY INC | ||||||||||||
| 6543 E Via Cavalier | Tucson | AZ | 857154732 | PC | General Operating Support | $100,000 | ||||||
| CLIMATE IMPERATIVE FOUNDATION | ||||||||||||
| 98 Battery Street Suite 202 | San Francisco | CA | 94111 | PC | General Operating Support | $18,000,000 | ||||||
| THE TIBET FUND | ||||||||||||
| 241 East 32nd Street | New York | NY | 10016 | PC | General Operating Support | $50,000 | ||||||
| CENTRE FOR ENVIRONMENTAL RIGHTS | ||||||||||||
| PC | General Operating Support | $750,000 | 1st floor Birkdale 2 River Park | Cape Town | Western Cape | SF | 7700 | |||||
| FIRST NATIONS DEVELOPMENT INSTITUTE | ||||||||||||
| 2432 Main Street | Longmont | CO | 80501 | PC | Regenerative agriculture and conservation | $2,500,000 | ||||||
| EQUATION CAMPAIGN AND GLOBAL CLIMATE LEGAL DEFENSE | ||||||||||||
| 5 Hamilton Landing Suite 200 | Novato | CA | 94949 | SO II | General Operating Support | $5,000,000 | ||||||
| THE HOPI FOUNDATION LOMASUMINAGWTUKWSIUMANI | ||||||||||||
| PO Box 301 | Kykotsmovi | AZ | 86039 | PC | General Operating Support | $160,000 | ||||||
| EARTH ISLAND INSTITUTE INC | ||||||||||||
| 2150 Allston Ave 460 | Berkeley | CA | 94704 | PC | Fossil Fuel Non-Proliferation Treaty Initiative | $5,000,000 | ||||||
| GROUNDSWELL CHARITABLE FOUNDATION | ||||||||||||
| 880 Apollo St Suite 246 | El Segundo | CA | 90245 | PC | General Operating Support | $375,000 | ||||||
| NIA TERO FOUNDATION | ||||||||||||
| 900 E Pine Street Suite 200A | Seattle | WA | 98122 | PC | General Operating Support | $1,000,000 | ||||||
| GLOBAL FAIRNESS INITIATIVE | ||||||||||||
| 1666 Connecticut Avenue NW Suite 2 | Washington | DC | 20009 | PC | SEWA support | $1,000,000 | ||||||
| FRIENDS OF THE EARTH | ||||||||||||
| 1101 15th St NW 11th Floor | Washington | DC | 20005 | PC | FARM TO School programs | $1,000,000 | ||||||
| KITCHEN TABLE ADVISORS | ||||||||||||
| 2150 Allston Way Suite 320 | Berkeley | CA | 94704 | PC | General Operating Support | $600,000 | ||||||
| EMERALD CITIES COLLABORATIVE INC | ||||||||||||
| 1660 L Street NW Suite 204 | Washington | DC | 20036 | PC | Culture & climate | $250,000 | ||||||
| HOPI TUTSKWA PERMACULTURE INSTITUTE INC | ||||||||||||
| PO Box 967 | Kykotsmovi | AZ | 86039 | PC | General Operating Support | $50,000 | ||||||
| JUST ASSOCIATES INC | ||||||||||||
| 1900 L St NW Suite 504 | Washington | DC | 20036 | PC | General Operating Support | $1,000,000 | ||||||
| LQ FOUNDATION | ||||||||||||
| 208-10 Cross Island Parkway 107 | Bayside | NY | 11360 | PC | COP30 public awareness | $200,000 | ||||||
| FUNDACION AMBIENTE Y RECURSOS NATURALES | ||||||||||||
| PC | General Operating Support | $50,000 | Sanchez de Bustamante 27 | Ciudad de Buenos Aires | AR | 1173 | ||||||
| THE EARTH SPECIES PROJECT | ||||||||||||
| 1536 Oxford Street | Berkeley | CA | 94709 | PC | General Operating Support | $3,000,000 | ||||||
| FOUNDATION EARTH | ||||||||||||
| 510 G Street NE | Washington | DC | 20002 | PC | General Operating Support | $50,000 | ||||||
| PANORAMA GLOBAL | ||||||||||||
| 2101 4th Avenue Suite 2100 | Seattle | WA | 98121 | PC | Community health support | $1,000,000 | ||||||
| SPIRIT ROCK MEDITATION CENTER | ||||||||||||
| PO Box 169 | Woodcare | CA | 94973 | PC | Connecting people to nature | $1,000,000 | ||||||
| EARTHWORKS | ||||||||||||
| 1612 K Street NW Suite 904 | Washington | DC | 20006 | PC | General Operating Support | $425,000 | ||||||
| WINDWARD FUND | ||||||||||||
| 1828 L Street NW Suite 300-C | Washington | DC | 20036 | PC | HIVE FUND | $5,000,000 | ||||||
| FUSE CORPS | ||||||||||||
| One Embarcadero Center Unit 26070 | San Francisco | CA | 94126 | PC | Fellowship program | $2,500,000 | ||||||
| GLOBAL ALLIANCE FOR INCINERATOR ALTERNATIVES | ||||||||||||
| 1958 University Avenue | Berkeley | CA | 94704 | PC | General Operating Support | $200,000 | ||||||
| SUSTAINABLE MARKETS FOUNDATION | ||||||||||||
| 40 West 37th Street Suite 1000 | New York | NY | 100187311 | PC | Global Gas and Oil Network | $50,000 | ||||||
| THE ANGEL NETWORK | ||||||||||||
| PC | Community resilience | $50,000 | 14 Ronmar Road Morningside | Johannesburg | SF | 2196 | ||||||
| THE CLIMATE REGISTRY | ||||||||||||
| 600 Wilshire Boulevard Suite 202 | Los Angeles | CA | 90017 | PC | Event sponsorship | $75,000 | ||||||
| THE GROUNDWORK TRUST | ||||||||||||
| PC | General Operating Support | $50,000 | 8 Gough Road | Pietermaritzburg | Kwazulu Natal | SF | ||||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY | ||||||||||||
| 1608 Fourth Street Suite 220 Mail | Berkely | CA | 947101749 | PC | Innovative Genomics Institute | $4,000,000 | University of California | |||||
| FACULTAD LATINOAMERICANA DE CIENCIAS SOCIALES | ||||||||||||
| PC | General Operating Support | $50,000 | Tucuman 1966 | Ciudad Autonoma de Buenos Aires | Buenos Aires | AR | C1050AAN | |||||
| ECO HOUSE ASOCIACION CIVIL | ||||||||||||
| PC | General Operating Support | $50,000 | Azcuenaga 1189 | Ciudad Autonoma de Buenos Aires | Buenos Aires | AR | C1115EAC | |||||
| THE CENTER FOR CULTURAL POWER | ||||||||||||
| 2648 International Blvd Ste 115 10 | Oakland | CA | 94601 | PC | General Operating Support | $1,000,000 | ||||||
| THOUSAND CURRENTS | ||||||||||||
| 548 Market St Suite 62831 | San Francisco | CA | 94104 | PC | General Operating Support | $20,000,000 | ||||||
| INQUIRING SYSTEMS INC | ||||||||||||
| 887 Sonoma Ave 23 | Santa Rosa | CA | 95404 | PC | Community access to nature | $500,000 | ||||||
| INSTITUTE FOR GOVERNANCE & SUSTAINABLE DEVELOPMENT | ||||||||||||
| 5800 MacArthur Blvd NW | Washington | DC | 200162512 | PC | Energy transition | $300,000 | ||||||
| AMIS DU WELLBEING PROJECT | ||||||||||||
| PC | Connecting people to nature | $300,000 | 8 Rue de la Pierre Levee | Paris | FR | 75011 | ||||||
| YAYASAN SOLIDARITAS DANA NUSANTARA | ||||||||||||
| PC | General Operating Support | $1,000,000 | Jalan Tebet Timur Dalam Raya No 11A | Jakarta | Kel Tebet Timur, | ID | 12820 | |||||
| COMMUNITY ALLIANCE WITH FAMILY FARMERS FOUNDATION | ||||||||||||
| PO Box 363 | Davis | CA | 95617 | PC | General Operating Support | $600,000 | ||||||
| CENTER FOR RURAL AFFAIRS | ||||||||||||
| 110 Maryland Ave NE Suite 209 | Washington | DC | 20002 | PC | National Sustainable Agriculture Coalition | $1,000,000 | ||||||
| CLEAN FUTURE FORUM INC | ||||||||||||
| 409 7th Street NW | Washington | DC | 20004 | PC | General Operating Support | $4,000,000 | ||||||
| DEEP SOUTH CENTER FOR ENVIRONMENTAL JUSTICE | ||||||||||||
| 9801 Lake Forest Boulevard | New Orleans | LA | 70127 | PC | General Operating Support | $5,000,000 | ||||||
| CLIMATE JOBS NATIONAL RESOURCE CENTER | ||||||||||||
| 350 West 31st Street 8th Floor | New York | NY | 10001 | PC | General Operating Support | $4,750,000 | ||||||
| ROCKEFELLER PHILANTHROPY ADVISORS INC | ||||||||||||
| 6 W 48th Street Floor 10 | New York | NY | 10036 | PC | Youth civic engagement | $1,000,000 | ||||||
| ARIZONA BOARD OF REGENTS UNIVERSITY OF ARIZONA | ||||||||||||
| 845 N PARK AVE RM 538 | Tucson | AZ | 85721 | GOV | Indigenous Resilience Center | $1,000,000 | ||||||
| PHA FOOD AND FARMING CAMPAIGN | ||||||||||||
| PC | General Operating Support | $50,000 | 195 Schaapkraal Road | Cape Town | SF | 7941 | ||||||
| COMMUNITY ALLIANCE WITH FAMILY FARMERS FOUNDATION | ||||||||||||
| PO Box 363 | Davis | CA | 95617 | PC | Family farming & sustainable agriculture | $700,000 | ||||||
| ENVIRONMENTAL LAW ALLIANCE WORLDWIDE | ||||||||||||
| 1412 Pearl Street | Eugene | OR | 97405 | PC | General Operating Support | $1,000,000 | ||||||
| AVINA AMERICAS INC | ||||||||||||
| 1300 I Street NW Suite 400E | Washington | DC | 20005 | PC | MapBiomas | $2,000,000 | ||||||
| EARTHRIGHTS INTERNATIONAL INC | ||||||||||||
| 1612 K Street NW Suite 800 | Washington | DC | 20006 | PC | General Operating Support | $1,000,000 | ||||||
| FUNDAR CENTRO DE ANALISIS E INVESTIGACION AC | ||||||||||||
| PC | General Operating Support | $5,000 | Cerrada Alberto Zamora 21 | Villa Coyoacan Alcaldia Coyoacan | Mexico City | MX | 400 | |||||
| ASOCIACION CIVIL PERIODISTAS POR EL PLANETA | ||||||||||||
| PC | General Operating Support | $50,000 | Bolivar 1484 | Ciudad Autonoma de Buenos Aires | Buenos Aires | AR | 1141 | |||||
| FRIENDS OF THE EARTH INTERNATIONAL | ||||||||||||
| PC | Communications support | $1,000,000 | Nieuwe Looiersstraat 31-3 | Amsterdam | Noord Holland | NL | 1017 VA | |||||
| REGENERATIVE AGRICULTURE FOUNDATION | ||||||||||||
| PO Box 7276 | Minneapolis | MN | 55407 | PC | Soil Health Opportunities & Tools (SHOT) Fund | $1,500,000 | ||||||
| GROWALD CLIMATE FUND | ||||||||||||
| 1 Harvard St Suite 202 | Brookline | MA | 02445 | POF | Event sponsorship | $150,000 | ||||||
| CLIMATE IMPERATIVE FOUNDATION | ||||||||||||
| 98 Battery Street Suite 202 | San Francisco | CA | 94111 | PC | General Operating Support | $18,000,000 | ||||||
| THE NEW SCHOOL | ||||||||||||
| 55 West 13th Street | New York | NY | 10011 | PC | General Operating Support | $2,400,000 | ||||||
| IDEAGARDEN INSTITUTE INC | ||||||||||||
| 4015 Westside Road | Healdsburg | CA | 95448 | PC | Plant Futures Initiative | $400,000 | ||||||
| MOVEMENT STRATEGY CENTER | ||||||||||||
| 1625 Clay Street 6th Floor | Oakland | CA | 94612 | PC | Center for Engagement, Environmental Justice and Health | $1,000,000 | ||||||
| LIBERTY HILL FOUNDATION | ||||||||||||
| 1001 Wilshire Blvd PMB 2170 | Los Angeles | CA | 90017 | PC | General Operating Support | $500,000 | ||||||
| FOODCORPS INC | ||||||||||||
| 1140 SE 7th Ave Suite 100 | Portland | OR | 97214 | PC | FARM TO School programs | $1,500,000 | ||||||
| MALALA FUND | ||||||||||||
| 2000 14th St NW Ste 104 73767 | Washington | DC | 20056 | PC | General Operating Support | $1,000,000 | ||||||
| ENVIRONMENTAL DEFENDERS OFFICE LTD | ||||||||||||
| PC | General Operating Support | $750,000 | Suite 802 Level 8 6 OConnell St | Sydney | New South Wales | AS | 2000 | |||||
| GLOBAL GREENGRANTS FUND INC | ||||||||||||
| 2840 Wilderness Place Suite A | Boulder | CO | 80301 | PC | Safety training & support | $2,000,000 | ||||||
| IDEAGARDEN INSTITUTE INC | ||||||||||||
| 4015 Westside Road | Healdsburg | CA | 95448 | PC | FARMpreneurs | $100,000 | ||||||
| YALE UNIVERSITY | ||||||||||||
| 25 Science Park 150 Munson Street | New Haven | CT | 06520 | PC | Event sponsorship | $100,000 | ||||||
| SECOND NATURE INC | ||||||||||||
| 10 Alewife Brook Pkwy Suite 1182 | Cambridge | MA | 02138 | PC | General Operating Support | $250,000 | ||||||
| WORLD MEDIA FOUNDATION INC DBA LIVING ON EARTH | ||||||||||||
| 100 Morrissey Boulevard | Boston | MA | 02125 | PC | Climate Hubs Learning Partnership | $680,000 | ||||||
| EARTH ISLAND INSTITUTE | ||||||||||||
| 2150 Allston Way Suite 460 | Berkeley | CA | 94704 | PC | Green Schoolyards America | $750,000 | ||||||
| ROOT CAPITAL INC | ||||||||||||
| 245 Main Street 2nd Floor | Cambridge | MA | 02142 | PC | General Operating Support | $1,000,000 | ||||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY | ||||||||||||
| 2195 Hearst Ave Rm 120 | Berkeley | CA | 94720 | PC | Renewable energy solutions | $1,000,000 | ||||||
| COMMUNITY MOVEMENT BUILDERS INC | ||||||||||||
| 4152 Echo Woods Dr | Clarkston | GA | 30021 | PC | EARTHseed Permaculture Center | $500,000 | ||||||
| WILDCOAST | ||||||||||||
| 2120 Jimmy Durante Blvd Suite 106 | Del Mar | CA | 92014 | PC | Environmental conservation | $270,000 | ||||||
| SELCO FOUNDATION | ||||||||||||
| PC | General Operating Support | $4,000,000 | 690 15th Cross 2nd Phase | Bangalore | Karnataka | IN | 560078 | |||||
| ASOCIACION INTERAMERICANA PARA LA DEFENSA | ||||||||||||
| 50 California St Suite 500 | San Francisco | CA | 94111 | PC | Energy transition | $1,422,494 | ||||||
| CLIMATE AND CLEAN ENERGY EQUITY FUND | ||||||||||||
| 1100 13th Street | Washington | DC | 20005 | PC | General Operating Support | $4,250,000 | ||||||
| AMERICAN PUBLIC HEALTH ASSOCIATION INC | ||||||||||||
| 800 I Street NW | Washington | DC | 20001 | PC | Project Smart Surfaces Coalition | $1,000,000 | ||||||
| ADSGLOBAL | ||||||||||||
| 6648 Kerns RD | Falls Church | VA | 220420000 | PC | Connecting music and the environment | $50,000 | ||||||
| AMALGAMATED CHARITABLE FOUNDATION INC | ||||||||||||
| 1825 K Street NW | Washington | DC | 20006 | PC | The Fund for Equitable Good Food Procurement | $2,000,000 | ||||||
| STICHTING FOUNDATION FOR INTERNATIONAL LAW | ||||||||||||
| PC | Capacity strengthening | $8,333,334 | Zuid-Hollandlaan 7 | Den Haag | NL | 2596 AL | ||||||
| THE GROUNDWORK TRUST | ||||||||||||
| PC | General Operating Support | $750,000 | 8 Gough Road | Pietermaritzburg | Kwazulu Natal | SF | ||||||
| MOVEMENT STRATEGY CENTER | ||||||||||||
| 436 14th St Suite 425 | Oakland | CA | 94612 | PC | HEAL Food Alliance | $600,000 | ||||||
| RESIST INC | ||||||||||||
| 259 Elm St 201 | Somerville | MA | 02144 | PC | LIFE (Liberating Investment in the Food and Farm system) Fund | $1,000,000 | ||||||
| LOF NEWEN MAPU | ||||||||||||
| PC | General Operating Support | $50,000 | Gobernador Denis 877 | Neuquen Capital | Provincia de Neuq | AR | 8300 | |||||
| UNIVERSITY OF MASSACHUSETTS FOUNDATION INC | ||||||||||||
| 100 Carson Avenue | NEWTON | MA | 02459 | PC | Climate Hubs Learning Partnership | $491,400 | ||||||
| COMMUNITY PARTNERS | ||||||||||||
| 1000 North Alameda Street Suite 24 | Los Angeles | CA | 90012 | PC | Center for Good Food Purchasing | $500,000 | ||||||
| SOUL FIRE FARM INSTITUTE INC | ||||||||||||
| 1972 NY Hwy 2 | Petersburg | NY | 12138 | PC | General Operating Support | $600,000 | ||||||
| STICHTING EUROPEAN CLIMATE FOUNDATION | ||||||||||||
| PC | ReNew 2030 Project | $10,000,000 | Riviervismarkt 5 | The Hague | NL | 2513 AM | ||||||
| GLOBAL GREENGRANTS FUND INC | ||||||||||||
| 2840 Wilderness Place Suite A | Boulder | CO | 80301 | PC | Agroecology Fund | $3,000,000 | ||||||
| INITIATIVE FOR RESPONSIBLE MINING ASSURANCE | ||||||||||||
| 113 CHERRY ST 74985 | SEATTLE | WA | 98104 | PC | General Operating Support | $1,666,672 | ||||||
| UNITED NATIONS ECONOMIC COMMISSION | ||||||||||||
| GOV | Escazu Agreement implementation | $813,600 | Dag Hammarskjold 3477 | Vitacura | Region Metropolit | CI | 7630670 | |||||
| LQ FOUNDATION | ||||||||||||
| 208-10 Cross Island Parkway 107 | Bayside | NY | 11360 | PC | COP30 public awareness | $700,000 | ||||||
| NATIONAL YOUNG FARMERS COALITION | ||||||||||||
| 418 Broadway Suite 4 | Albany | NY | 12207 | PC | General Operating Support | $600,000 | ||||||
| TRANSPARENCY INTERNATIONAL EV | ||||||||||||
| PC | Climate Governance Integrity Programme | $2,000,000 | Alt-Moabit 96 | Berlin | GM | 10559 | ||||||
| GRID ALTERNATIVES INC | ||||||||||||
| 1171 Ocean Ave Suite 200 | Oakland | CA | 94608 | PC | Tribal Solar Accelerator Fund | $8,000,000 | ||||||
| SUSTAINABLE MARKETS FOUNDATION | ||||||||||||
| 40 West 37th Street Suite 1000 | New York | NY | 100187311 | PC | Working Power | $1,000,000 | ||||||
| CONSERVATION INTERNATIONAL FOUNDATION | ||||||||||||
| 2011 Crystal Drive Suite 600 | Alrlington | VA | 22202 | PC | Broadleaf Initiative | $7,500,000 | ||||||
| LA COSECHA COMMUNITY SUPPORTED AGRICULTURE | ||||||||||||
| 318 Isleta Blvd SW Suite 202 | Albuquerque | NM | 87105 | PC | Project Food Hub | $1,250,000 | ||||||
| WINDWARD FUND | ||||||||||||
| 1828 L Street NW Suite 300-C | Washington | DC | 20036 | PC | Rural Climate Partnership | $4,000,000 | ||||||
| OUTDOOR AFRO | ||||||||||||
| 2323 Broadway | Oakland | CA | 94612 | PC | General Operating Support | $500,000 | ||||||
| NATIONAL LEAGUE OF CITIES INSTITUTE | ||||||||||||
| 660 North Capitol Street NW Suite | Washington | DC | 20001 | PC | Smart Surfaces Coalition | $2,000,000 | ||||||
| ASOCIACION CIVIL JOVENES POR EL CLIMA | ||||||||||||
| PC | General Operating Support | $50,000 | Planes 1174 | Buenos Aires | AR | 1405 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $282,093,983 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Taproot Earth | |||||||||||
| PO Box 521217 | Tulsa | OK | 74152 | PC | General Operating Support | $0 | |||||
| Open Briefing LTD | |||||||||||
| PC | General Operating Support | $0 | The Workbox Wharf Road | Penzance | Cornwall | UK | TR18 4FG | ||||
| Vereniging Milieudefensie | |||||||||||
| PC | General Operating Support | $0 | Nieuwe Looiersstraat 31 | Amsterdam | Nood-Holland | NL | 1017 VA | ||||
| Global Fairness Initiative | |||||||||||
| 1666 Connecticut Ave NW Suite 222 | Washington | DC | 20009 | PC | SEWA SUPPORT | $0 | |||||
| Thousand Currents | |||||||||||
| 548 Market St Suite 62831 | San Francisco | CA | 94104 | PC | General Operating Support | $0 | |||||
| Grid Alternatives Inc | |||||||||||
| 1171 Ocean Ave Suite 200 | Oakland | CA | 94608 | PC | Tribal Solar Accelerator Fund | $0 | |||||
| Stichting European Climate Foundation | |||||||||||
| PC | ReNew2030 Project | $0 | 5 Riviervismarkt | The Hague | NL | 2513 AM | |||||
| Sustainable Markets Foundation | |||||||||||
| 40 West 37th St Suite 1000 | New York | NY | 100187311 | PC | Working Power | $0 | |||||
| Seventh Generation Fund For Indigenous Peoples | |||||||||||
| PO Box 4569 | Arcata | CA | 95518 | PC | Indigenous Climate Action Project | $0 | |||||
| Global Greengrants Fund | |||||||||||
| 2840 Wilderness Place Suite A | Boulder | CO | 80301 | PC | Agroecology Fund | $0 | |||||
| United Nations Economic Commission For Latin Ame | |||||||||||
| GOV | Escazu Agreement Implementation | $0 | Dag Hammarskjold 3477 | Vitacura | Region Metropolit | CI | 7630670 | ||||
| Food System 6 Accelerator Inc | |||||||||||
| 541 Jefferson Ave Suite 100 | Redwood City | CA | 94063 | PC | General Operating Support | $0 | |||||
| Girl Scouts of the USA | |||||||||||
| 420 5th Avenue | New York | NY | 10018 | PC | CONNECTING PEOPLE TO NATURE | $0 | |||||
| Intertribal Agriculture Council | |||||||||||
| 100 North 27th St Suite 500 | Billings | MT | 59101 | PC | General Operating Support | $0 | |||||
| Chef Ann Foundation | |||||||||||
| 5485 Conestoga Court Suite 110F | Boulder | CO | 80301 | PC | FARM TO SCHOOL PROGRAMS | $0 | |||||
| Natura Y Ecosistemas Mexicanos | |||||||||||
| PC | General Operating Support | $0 | Plaza San Jacinto 23 | Mexico City | Alcaldia Alvaro O | MX | 01000 | ||||
| Re-Earth Initiative Inc | |||||||||||
| 4-74 48th Ave Suite 16B | Long Island City | NY | 11109 | PC | General Operating Support | $0 | |||||
| Centre for Environmental Rights | |||||||||||
| PC | General Operating Support | $0 | Birkdale 2 River Park 1 River Lane | Mowbray | Cape Town, Wester | SF | 7700 | ||||
| First Nations Development Institute | |||||||||||
| 2432 Main Street | Longmont | CO | 80501 | PC | Regenerative agriculture and conservation | $0 | |||||
| Clean Future Forum Inc | |||||||||||
| 409 7th Street NW Suite 350 | Washington | DC | 20004 | PC | General Operating Support | $0 | |||||
| Environmental Law Alliance Worldwide | |||||||||||
| 1412 Pearl Street | Eugene | OR | 97405 | PC | General Operating Support | $0 | |||||
| Avina Americas Inc | |||||||||||
| 1300 I Street NW Suite 400E | Washington | DC | 20005 | PC | MapBiomas | $0 | |||||
| EarthRights International Inc | |||||||||||
| 1612 K Street NW Suite 800 | Washington | DC | 20006 | PC | General Operating Support | $0 | |||||
| Regenerative Agriculture Foundation | |||||||||||
| PO Box 7276 | Minneapolis | MN | 55407 | PC | Soil Health Opportunities & Tools (SHOT) Fund | $0 | |||||
| The New School | |||||||||||
| 55 West 13th Street | New York | NY | 10011 | PC | GENERAL OPERATING SUPPORT | $0 | |||||
| Ideagarden Institute Incorporated | |||||||||||
| 4015 Westside Road | Healdsburg | CA | 95448 | PC | Plant Futures Initiative | $0 | |||||
| FoodCorps Inc | |||||||||||
| 1140 SE 7th Ave Suite 100 | Portland | OR | 97214 | PC | FARM TO SCHOOL PROGRAMS | $0 | |||||
| Stichting Foundation for International Law | |||||||||||
| PC | Capacity strengthening | $0 | Zuid-Hollandlaan 7 | Den Haag | NL | 2596 AL | |||||
| Regents of the University of California Berkeley | |||||||||||
| 1608 Fourth Street Suite 220 Mail | Berkeley | CA | 947101749 | PC | Innovative Genomics Institute | $0 | |||||
| Liberty Hill Foundation | |||||||||||
| 1001 WILSHIRE BLVD PMB 2170 | LOS ANGELES | CA | 90017 | PC | General Operating Support | $0 | |||||
| Earth Island Institute | |||||||||||
| 2150 ALLSTON WAY STE 460 | BERKELEY | CA | 94704 | PC | Green Schoolyards America | $0 | |||||
| Transparency International eV | |||||||||||
| PC | Climate Governance Integrity Programme | $0 | Alt-Moabit 96 | Berlin | GM | 10559 | |||||
| Kitchen Table Advisors | |||||||||||
| 2150 Allston Way Suite 320 | Berkely | CA | 94704 | PC | General Operating Support | $0 | |||||
| Friends of the Earth | |||||||||||
| 1101 15th Street NW 11th Floor | Washington | DC | 20005 | PC | FARM TO SCHOOL PROGRAMS | $0 | |||||
| Just Associates Inc | |||||||||||
| 1900 L Street NW 504 | Washington | DC | 20036 | PC | General Operating Support | $0 | |||||
| The Earth Species Project | |||||||||||
| 1536 Oxford St | Berkeley | CA | 94709 | PC | General Operating Support | $0 | |||||
| Panorama Global | |||||||||||
| 2101 4th Avenue Suite 2100 | Seattle | WA | 98121 | PC | community health support | $0 | |||||
| Spirit Rock Meditation Center | |||||||||||
| PO Box 169 | Woodacre | CA | 94973 | PC | Connecting people to nature | $0 | |||||
| FUSE Corps | |||||||||||
| One Embarcadero Center Unit 26070 | San Francisco | CA | 94126 | PC | Fellowship program | $0 | |||||
| The Center for Cultural Power | |||||||||||
| 2648 International Blvd Ste 115 10 | Oakland | CA | 94601 | PC | General Operating Support | $0 | |||||
| Institute for Governance & Sustainable Development | |||||||||||
| 5800 MacArthur Blvd NW | Washington | DC | 20016 | PC | energy transition | $0 | |||||
| Community Alliance with Family Farmers Foundation | |||||||||||
| PO Box 363 | Davis | CA | 95617 | PC | General Operating Support | $0 | |||||
| Yayasan Solidaritas Dana Nusantara | |||||||||||
| PC | General Operating Support | $0 | Jalan Tebet Timur Dalam Raya 11A | Jakarta Selatan | Jakarta | ID | 12820 | ||||
| Center for Rural Affairs | |||||||||||
| 145 Main Street | Lyons | NE | 68038 | PC | National Sustainable Agriculture Coalition | $0 | |||||
| Ideagarden Institute Incorporated | |||||||||||
| 4015 Westside Road | Healdsburg | CA | 95448 | PC | FARMpreneurs | $0 | |||||
| The Groundwork Trust | |||||||||||
| PC | General Operating Support | $0 | 8 Gough Road | Pietermaritzburg | KwaZulu-Natal | SF | 3201 | ||||
| LQ Foundation | |||||||||||
| 208-10 Cross Island Parkway 107 | Bayside | NY | 11360 | PC | COP30 public awareness | $0 | |||||
| Windward Fund | |||||||||||
| 1828 L St NW Ste 300-C | Washington | DC | 20036 | PC | Rural Climate Partnership | $0 | |||||
| Outdoor Afro | |||||||||||
| 2323 BROADWAY | Oakland | CA | 94612 | PC | General Operating Support | $0 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $192,921,666 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 520000 | BusinessCd |
| Unrelated Business Taxbl Incm | $621,139 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $130,158,365 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,351,389 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 520000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$3,988,359 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $155,368,467 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY LOSS | Desc |
| Business | 520000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$369,339 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$30,334 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$3,736,559 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $293,847,887 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $290,111,328 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | 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 |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $545,668 | Amt |
| Net Investment Income | $181,424 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $364,244 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAPE FAREWELL | ||||||||||||||||
| The Watershed Sydling St Nicholas | Dorchester | Dorset | UK | DT2 9NS | 2024-03-15 | $425,997 | Our Life is Here Charitable Project | $425,997 | NO | 03/31/2024 | 2024-09-16 | TO THE KNOWLEDGE OF THE WAVERLEY STREET FOUNDATION, NO PART OF THE GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. THE GRANTEE PROVIDED THE ANNUAL ER REPORT FOR FISCAL YEAR-END 03/31/2024 STATING 425,997 IN GRANT FUNDS WAS EXPENDED TO EXECUTE THE OUR LIFE IS HERE PROJECT. | ||||
| GROWALD CLIMATE FUND | ||||||||||||||||
| 2024-10-24 | $150,000 | EVENT SPONSORSHIP | $150,000 | NO | 03/27/2025 | 2025-03-27 | FUNDS WERE USED TO COVER CONSULTANTS AND EVENT EXPENSES INCLUDING CSO ROOMS AND MEALS. THE GRANTEE PROVIDED THE ANNUAL ER REPORT STATING 150,000 IN GRANT FUNDS WAS EXPENDED TO EXECUTE THE PROJECT. | 1 HARVARD ST SUITE 202 | BROOKLINE | MA | 02445 | |||||
| WPIF II MANAGER LLC | ||||||||||||||||
| 2024-08-30 | $5,000,000 | Community clean energy fund investment | $31,125 | NO | 10/28/2025 | 2025-10-28 | FUNDS WERE USED TO COVER GENERAL BUSINESS AND LEGAL EXPENSES IN CONNECTION WITH NEGOTIATING, DOCUMENTING, AND CLOSING INVESTMENT INTO WPIF II MANAGER LLC. THE GRANTEE PROVIDED THE ANNUAL ER REPORT STATING 31,125 IN FUNDS WAS EXPENDED FOR THE INVESTMENT. | 2400 MARKET ST 200 | PHILADELPHIA | PA | 19103 | |||||
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GS BANK USA TERM DEPOSIT | BondNm |
| EOY Book Value | $200,000,000 | EOYBookValueAmt |
| EOYFMV | $200,742,082 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC. | $269,052,000 | $601,008,000 |
| TEMPERPACK TECHNOLOGIES INC | $12,005,572 | $14,526,742 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OHA DELAWARE CUSTOMIZED CREDIT | AT COST | $744,239,224 | $741,039,177 |
| TURNER MULTIFAMILY IMPACT FUND | AT COST | $34,333,638 | $47,039,092 |
| OREI CREDIT II A LP | AT COST | $6,961,116 | $6,815,506 |
| PURPOSE ALTERNATIVE FUND-F LLC | AT COST | $582,794,165 | $787,540,100 |
| TURNER-AGASSI EDU FUND III LP | AT COST | $3,343,669 | $2,876,958 |
| MEADOWLARK LANDS I LP | AT COST | $22,861,018 | $26,645,091 |
| CIM ENTERPRISE LOAN FUND LP | AT COST | $95,950,608 | $97,992,053 |
| HORIZON ENVIRONMENT & CLIMATE | AT COST | $30,050,155 | $41,680,529 |
| EMBER INFRASTRUCTURE FUND I-A | AT COST | $39,544,983 | $47,872,042 |
| CVI CLEAN ENERGY FUND C II LP | AT COST | $31,737,400 | $32,083,596 |
| ECOFIN CLIMATE CHAMPIONS FUND | AT COST | $91,099,625 | $94,536,915 |
| BAIN CAPITAL PE ENDURING FUND | AT COST | $447,506,895 | $469,022,138 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $468,585 | LegalFeesAmt |
| Disbursements Charitable Prps | $468,585 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAPITALIZED FEES - INVESTMENTS | $961,710 | $1,002,797 | $1,002,797 |
| WPIF II MANAGER LLC (PRI) | $0 | $4,999,891 | $5,011,097 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PORTFOLIO DEDUCTIONS FROM K-1S | $19,331,504 | $18,962,311 | |
| RRF-1 FEES | $1,000 | $1,000 | |
| INSURANCE | $73,810 | $24,603 | $49,207 |
| OTHER DEDUCTIONS FROM K-1S | $218,990 | $218,990 | |
| MEMBERSHIP FEES | $6,850 | $6,850 | |
| OFFICE EXPENSES | $270,318 | $270,318 | |
| DUES & SUBSCRIPTIONS | $124,554 | $124,554 | |
| PAYROLL PROCESSING FEES | $30,080 | $3,008 | $27,072 |
| FEES & LICENSES | $30,599 | $30,599 | |
| NONDEDUCTIBLE EXP FROM K-1S | $41,881 | ||
| BANK FEES | $1,904 | $1,904 | |
| MISCELLANEOUS EXPENSES | $16,727 | $16,727 | |
| MEALS & ENTERTAINMENT | $38,060 | $38,060 | |
| TRANSPORTATION | $6,504 | $6,504 | |
| PARKING/MILEAGE | $4,712 | $4,712 | |
| EVENTS | $174,558 | $174,558 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SECTION 988 GAIN (LOSS) FROM K-1S | $1,572,668 | $1,574,867 |
| SUBPART F INCOME FROM K-1S | $19,777,204 | $19,777,204 |
| PFIC INCOME FROM K-1S | $1,442,159 | $1,442,159 |
| OTHER INCOME FROM K-1S | -$14,442,501 | -$14,442,501 |
| ORDINARY INCOME (LOSS) FROM K-1S | -$399,673 | $0 |
| Non-Taxable Receipts | $1,859 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CONSULTING FEES | $11,703,301 | $11,703,301 | |
| AUDIT FEES | $96,500 | $96,500 | |
| RECRUITMENT FEES | $1,036,242 | $1,036,242 | |
| INVESTMENT EXPENSES | $121,541 | $121,541 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX FROM K-1S | $297,586 | $297,586 | |
| FEDERAL EXCISE TAXES | $5,000,000 | ||
| LLC TAX | $800 | $800 | |
| PAYROLL TAXES | $326,438 | $32,644 | $293,794 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| OREI CREDIT II A LP | ||||||
| 401 CONGRESS AVENUE SUITE 2750 | AUSTIN | TX | 78701 | 842659221 | CAPITAL DISTRIBUTION, NO EXCESS BUSINESS HOLDING | $26,367,518 |
| OHA DELAWARE CUSTOMIZED CREDIT FUND-F LP | ||||||
| 201 MAIN STREET SUITE 1250 | FORT WORTH | TN | 76102 | 831421034 | CAPITAL DISTRIBUTION, NO EXCESS BUSINESS HOLDING | $51,236,503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,604,021 | TotalAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| PURPOSE ALTERNATIVE CREDIT FUND - F LLC | ||||||
| 1603 ORRINGTON AVENUE 13TH FLOOR | EVANSTON | IL | 60201 | 850674038 | CAPITAL CONTRIBUTION, NO EXCESS BUSINESS HOLDING | $5,500,000 |
| OREI CREDIT II A LP | ||||||
| 401 CONGRESS AVENUE SUITE 2750 | AUSTIN | TX | 78701 | 842659221 | CAPITAL CONTRIBUTION, NO EXCESS BUSINESS HOLDING | $7,379,263 |
| ECOFIN CLIMATE CHAMPIONS FUND LLC | ||||||
| 1209 ORANGE STREET | WILMINGTON | DE | 19801 | 881080806 | NO EXCESS BUSINESS HOLDING | $0 |
| BAIN CAPITAL PUBLIC EQUITY ENDURING | ||||||
| 200 CLARENDON STREET FL 41 | BOSTON | MA | 02116 | 920683250 | NO EXCESS BUSINESS HOLDING | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,879,263 | TotalAmt |