2025-11-10T12:32:57+00:00 2024-12-31 621665434 WALTON ENTERPRISES LLC PO BOX 1860 BENTONVILLE AR 727121860 990PF 2024-01-01 832841232 Alumbra Innovations Foundation ALUM PO Box 1860 Bentonville AR 72712 DIANA WELCH DIRECTOR, SECRETARY 2025-11-10 true LUKE C MITCHELL P03095207 4794641500 2025-11-10 2024 2025-03-06 01:10:19Z X 129524858 X 8697255 3872857 3872857 6060998 75998971 10285626 0 0 0 7081 7081 0 18638191 14165564 0 24213 0 0 24213 82234 0 0 82234 3167598 268119 0 2899479 65 65 186042 186042 0 0 0 0 0 128465 128465 77383 0 0 77383 3666000 454226 0 3211774 28462827 28462827 32128827 454226 0 31674601 -13490636 13711338 0 246672 418968 418968 0 0 0 0 0 0 0 0 0 3000000 0 3000000 3000000 3000000 0 0 0 0 0 0 0 0 0 0 0 0 123701526 110038594 126105890 0 0 0 0 0 0 0 126948198 113457562 129524858 0 0 0 0 0 0 X 126948198 113457562 126948198 113457562 126948198 113457562 126948198 -13490636 0 113457562 0 113457562 38,000 SHARES OF PUBLICLY TRADED SECURITIES 2472690 4505 2468185 0 2468185 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SOLLENBERGER PO BOX 1860 BENTONVILLE AR 72712 FOUNDATION MANAGER 34.00 0 0 LUKE MITCHELL PO Box 1860 Bentonville AR 72712 TREASURER (AS OF 12/19/24) 0.50 0 0 0 JCL Services LLC PO BOX 1860 BENTONVILLE AR 72712 Management Services 911932 WALTON ENTERPRISES LLC PO BOX 1860 BENTONVILLE AR 72712 Management Services 660348 PRESA BCS S DE RL DE CV REVOLUCION DE 1910 NO 590 BAJA CALIFORNIA SUR LA PAZ MX 23000 Management Services 600699 NORTHERN TRUST 50 SOUTH LA SALLE STREET CHICAGO IL 60603 INVESTMENT MANAGEMENT FEES 199518 HC Human Cities SAPI de CV BELISARIO DOMINGUEZ 2830 COLONIA PUEBLO NUEVO LA PAZ BS MX 23060 CONSULTING 107307 2 0 126646011 5711248 0 132357259 0 132357259 1985359 130371900 6518595 6518595 190588 190588 6328007 6328007 6328007 31674601 0 0 31674601 6328007 0 2022 2021 2020 0 1161302 11643302 6242047 13122043 26712043 58880737 31674601 0 0 0 6328007 25346594 0 84227331 0 0 0 0 0 1161302 83066029 11643302 6242047 13122043 26712043 25346594 Christy R Walton X Abrapalabra AC calle revolucion de 1910 590 La Paz BN MX 23000 PC to implement a comprehensive afterschool training program targeted to preschool and elementary students form public schools that considers students' daily contexts and concerns, encourages positive change, and fosters a growth mindset to effectively tackle their challenges 200020 Abrapalabra AC calle revolucion de 1910 590 La Paz BN MX 23000 PC To support general operations 104690 Academy for Global Citizenship Charter School 4942 W 44th St Chicago IL 60638 PC to support efforts for the Place Based Teaching & Learning international education network 2100 Academy for Global Citizenship Charter School 4942 W 44th St Chicago IL 60638 PC to support the initiative to empower underserved youth in Chicago's west and southside neighborhoods to address critical environmental and economic challenges through STEM education 100000 All Kids Bike 2221 N Plaza Dr Rapid City SD 577023602 PC To support expansion of Bici-Escuela Program 37500 American Near East Refugee Aid 1111 14th Street NW 400 Washington DC 20005 PC To support general operations 300000 Amigos para la Conservacin de Cabo Pulmo Calle Cabo Fierro SN entre Santa Mara La Ribera y 5 de Mayo La Ribera BS MX 23570 NC To facilitate a high level of community participation and scientific input for the design of the management plan for the Parque Nacional Cabo Pulmo 30000 ANAI Inc 1120 Meadows Road Franklin NC 28734 PC to support biomonitoring and community-based conservation in the indigenous territories of the La Amistad Caribe region of Bocas del Toro, Panama 40000 Andale La Paz AC Av Ayuntamiento El Triunfo BS MX 23210 PC To support general operations 1118079 Asociacin Mexicana de Ostricultores AC Calle Allende No 36 Colonia Centro La Paz BS MX 23000 NC For advancing collaboration in oyster farming ecosystem in Baja California Sur 97277 Asylum Access C/O Port Workspaces 344 Oakland CA 94612 PC To support Asylum Access' work in Mexico 100000 Baja Coastal Institute Inc 845 Va De La Paz Los Angeles CA 90272 PC To increase the welfare of rural youth in southeastern Baja California by providing access to outdoor education and recreational activities 20000 Blue Forest Finance Inc 5960 S Land Park Drive Sacramento CA 95822 PC to support the Blue Forest Upper Colorado egon 500000 Butte Falls Charter School 720 Laurel Avenue Butte Falls OR 97522 GOV to involve K12 and university students and staff to work together on the same landscape and in the same laboratories to improve the world 50000 Cape Eleuthera Foundation Inc 1900 Market Street 8th Floor Philadelphia PA 19131 PC collaborate with Efecto Arena at the intersection of coral gardening and place-based education 50000 Cape Eleuthera Foundation Inc 1900 Market Street 8th Floor Philadelphia PA 19131 PC to support efforts for the Place Based Teaching & Learning international education network 3712 Captain Planet Foundation Inc 133 Luckie Street Northwest Atlanta GA 30303 PC to support efforts for the Place Based Teaching & Learning international education network 2100 Captain Planet Foundation Inc 133 Luckie Street Northwest Atlanta GA 30303 PC to provide support to youth and educators in La Paz with trainings on changemaking, sustainability, and place-based teaching and learning 100000 Center for Reproductive Rights 199 Water Street 22nd Floor New York NY 10038 PC to support general operations 10000 Centro de Negocios Sustentables AC CORINA 59 COYOACAN DF MX 04100 PC to enhance and reinforce the innovation and entrepreneurship ecosystem in the turquoise economy sector of Baja California Sur, with a focus on increasing women's participation 150000 Centro Latinoamericano de Gestin Ambiental AC lvaro Obregn 44 San Antonio San Cristbal de las Casas CP MX 29250 NC to test a series of trials of the Balandra MPA tourism management and reservation system 95055 Centro para la Biodiversidad Marina y la Conservacin 420 Del Pirata La Paz BS MX 23090 PC to support a process to engage the community of La Ventana in learning about artificial reefs, discussing about them and identifying opportunities to test them in the bay 32720 Centro para la Biodiversidad Marina y la Conservacin 420 Del Pirata La Paz BS MX 23090 PC to support the Baseline Data and Community Engagement for Dune Protection project 35085 Cetacean Action Treasury PO Box 332 Cape Neddick ME 03902 PC to build community support for sustainable fishing in the Upper Gulf of California 100000 CHICAGO ADVENTURE THERAPY NFP 4539 S Knox Ave Chicago IL 606324803 PC to support Making outdoor adventure REAL 100000 Chicago Learning Exchange 200 W Madison St floor 2 Chicago IL 60606 PC to support collective impact for Place Based Teaching & Learning in Chicago 200000 Chicago Park District 4830 S Western Ave Chicago IL 60609 GOV to support Place Based Teaching & Learning Career Exposure 100000 Comit de Sanidad Acucola de Baja California Sur AC Agricultura 1555 entre Mxico y Durango La Paz BS MX 23070 NC to build capacity in rural oyster farms to adopt more sustainable practices 40569 Community Foundation of Jackson Hole 245 E Simpson Ave Jackson WY 83001 PC to support efforts for the Place Based Teaching & Learning international education network 2500 Community Foundation of Jackson Hole 245 E Simpson Ave Jackson WY 83001 PC to hire a backbone position for Systems of Education to support collective impact for place-based education 133200 Comunidad y Biodiversidad Isla del Peruano 215 Col Lomas de Miramar Guaymas SO MX 85448 PC to document community solutions to sustainability in Baja California Sur, through the Pesca Data app 78524 Consejo Mexicano de Promocin de los Productos Pesqueros y Acucolas AC Avenida Presidente Masaryk Ciudad de Mxico DF MX 11570 PC to support the "Pesca con Futuro" campaign. 128400 Conservation International 2011 Crystal Drive Suite 600 Arlington VA 22202 PC to hold the second Latin American cohort of the Women in Ocean Food Innovation 100000 COQUILLEWATERSHEDASSOCIATION 390 N Central Blvd Coquille OR 97423 PC to enhance youth education in the low-income and underserved school districts through place-based learning 40000 Eagle Point High School 203 N Platt Ave Eagle Point OR 975248618 GOV To create and establish an applied learning and work based learning Internship program 50000 Ecology Project International 315 South 4th Street E Missoula MT 59801 PC to support efforts for the Place Based Teaching & Learning international education network 5800 Ecology Project International 315 South 4th Street E Missoula MT 59801 PC To support youth and teacher programs in Mexico 729500 Efecto Arena AC Lic Primo Verdad 2135 local 2 Colonia Centro La Paz BS MX 23000 NC To educate youth in coral conservation, restore coral populations, and increase Efecto Arena's financial sustainability 265011 Efecto Arena AC Lic Primo Verdad 2135 local 2 Colonia Centro La Paz BS MX 23000 NC To support nature-based tourism in La Ventana 31246 El Paso Community Foundation PO Box 272 El Paso TX 79943 PC to provide emergency support for border communities 75000 Elementary Institute of Science 608 51st Street San Diego CA 92114 PC to support efforts for the Place Based Teaching & Learning international education network 2100 Elementary Institute of Science 608 51st Street San Diego CA 92114 PC to support general operations 25000 Environmental Defense Fund 257 Park Ave S New York NY 10010 PC to pilot technology solutions in small-scale fisheries. 77050 Environmental Law Alliance Worldwide 1412 Pearl Street Eugene OR 974014036 PC To provide technical support to local nonprofit organizations 50000 Forest Trends Association 1203 19th Street NW 4th Floor Washington DC 20036 PC To support Green Financing: first steps toward establishing a priority-setting system for natural infrastructure projects in BCS 175000 Friends of Netarts Bay Watershed Estuary Beach and Sea PO Box 152 Netarts OR 97143 PC to support Making Outdoors REAL 55000 Global Environment & Technology Foundation 2900 South Quincy Street Suite 375 Arlington VA 22206 PC To support Green Financing: first steps toward establishing a priority-setting system for natural infrastructure projects in Baja California Sur 10057 Gray Family Foundation 1221 SW Yamhill St Suite 100 Portland OR OR 97205 PC to support the Youth Leadership Initiative 229600 Guided Discoveries Inc 302 N El Camino Real 206 San Clemente CA 92672 PC to support efforts for the Place Based Teaching & Learning international education network 2100 Hawaii Agricultural Foundation 3538 Waialae Avenue Suite 203 Honolulu HI 96816 PC to support building an ag-tech ready workforce through place-based education and career exposure to agriculture 25000 Hawaii Agricultural Foundation 3538 Waialae Avenue Suite 203 Honolulu HI 96816 PC to support efforts for the Place Based Teaching & Learning international education network 2100 Hole Food Rescue Corp PO Box 2955 Jackson WY 83001 PC to support the Forever Home Capital Campaign 250000 Holy Land Christians Society Inc PO Box 6557 Falls Church VA 22040 PC to support Tent of Nations 140000 Hopewell Fund 1828 L Street NW Suite 300 Washington DC 20036 PC to support Civic Education 700000 Hurricane Island Foundation PO Box 1280 Rockland ME 04841 PC to support efforts for the Place Based Teaching & Learning international education network 2100 Hurricane Island Foundation PO Box 1280 Rockland ME 04841 PC to support ocean education 50000 Olivewood Gardens and Learning Center 2525 N Avenue National City CA 91950 PC to support efforts for the Place Based Teaching & Learning international education network 2440 Olivewood Gardens and Learning Center 2525 N Avenue National City CA 91950 PC to support staff retention at Olivewood Gardens and Learning Center and the campaign for Olivewood Gardens and Learning Center and the International Community Foundation 237450 Institute of the Americas 1011 N Torrey Pines Rd La Jolla CA 92037 PC To support Sustainable Shipping in las Baja Californias, Mexico 97775 Institute of the Americas 1011 N Torrey Pines Rd La Jolla CA 92037 PC to support the North America 2.0 Spanish Edition Book Printing 16241 International Community Foundation 2505 N Avenue National City CA 91950 PC To provide emergency support for border communities 50000 International Community Foundation 2505 N Avenue National City CA 91950 PC to support grantmaking in Baja California Sur 1106395 International Community Foundation 2505 N Avenue National City CA 91950 PC for the La Paz Special Projects Fund at International Community Foundation. 375395 International Community Foundation 2505 N Avenue National City CA 91950 PC to support the La Paz Special Projects Fund 5508501 International Generosity Foundation Trust 1901 Ulmerton Rd Suite 400 Clearwater FL 33762 PC to support grantmaking for international nonprofits 961275 Justice Outside 1624 Franklin St Oakland CA 94612 PC Leadership capacity building to increase place-base teaching and learning and youth access to the outdoors 500000 Justice Outside 1624 Franklin St Oakland CA 94612 PC To leverage public funding for Place Based Teaching & Learning 100000 Justice Outside 1624 Franklin St Oakland CA 94612 PC to support the Blue Sky Advocacy Project 30000 LegacyWorks Group 521 Santa Barbara St Santa Barbara CA 93101 PC to provide program support for Mexico-based activities 350000 LegacyWorks Group 521 Santa Barbara St Santa Barbara CA 93101 PC to support the community in identifying actions and solutions they want to take to advance ocean vitality 17000 Los Cabos Children's Foundation 1715 Yankee Doodle Road Ste 305 Eagan MN 55121 PC To Support the Pediatric Cancer Unit in La Paz 136483 Meridian Institute PO Box 1829 Dillon CO 80435 PC To build local and regional capacity and resources to address the outcomes of climate shifts 200000 Nos Noroeste Sustentable AC Belisario Dominguez No 2310 esquina Manuel Pineda La Paz BS MX 23000 PC To Support flourishing and resilient communities 150000 Ocean Discovery Institute 4255 Thorn Street San Diego CA 92105 PC to support efforts for the Place Based Teaching & Learning international education network 2100 Ocean Discovery Institute 4255 Thorn Street San Diego CA 92105 PC to expand the Ocean Discovery Institute model to Hoover High School, integrate curriculum that supports the development of a math identity throughout programs, create workforce development support systems, and engage with the PBT&L international network 210000 Oregon State University DIVISION OF RESEARCH AND INNOVATION A312 Kerr Administration Corvallis OR 973312140 GOV To expand and strengthen partnerships on Oregon's south coast to build engagement and career-connected learning opportunities for students through marine and coastal environmental education 215000 Outreach International 112 W 18th St Kansas City MO 64108 PC to support general operations 15000 Planned Parenthood of the Pacific Southwest 1075 Camino Del Rio South San Diego CA 92108 PC to support general operations 100000 Planned Parenthood of the Pacific Southwest 1075 Camino Del Rio South San Diego CA 92108 PC to support access to reproductive care 250000 Plant With Purpose 5075 Shoreham Place Suite 240 San Diego CA 92122 PC to support general operations 35000 Population Action International dba PAI 1300 19th St NW Suite 200 Washington DC 20036 PC to support general operations 25000 Project Exploration 4511 South Evans Avenue Chicago IL 60653 PC to support the initiative to empower underserved youth in Chicago's west and southside neighborhoods to address critical environmental and economic challenges through STEM education 50000 Pronatura Noroeste AC C Dcima Nm 60 esq Ryerson Zona Centro Ensenada BN MX 22800 PC Biodiversity and Abundance Study for Los Planes Watershed 114257 Pronatura Noroeste AC C Dcima Nm 60 esq Ryerson Zona Centro Ensenada BN MX 22800 PC to support efforts for the Place Based Teaching & Learning international education network 2100 Pronatura Noroeste AC C Dcima Nm 60 esq Ryerson Zona Centro Ensenada BN MX 22800 PC To support the consolidation of PNOs ongoing coastal and marine interventions in Baja California Sur 300000 Raiz de Fondo Miguel L de Legaspy 443 La Paz BS MX 23000 PC to support general operations 69787 Red de Observadores Ciudadanos AC Aquiles Serdn 3745 La Paz BS MX 23060 PC to strengthen marine surveillance in the area between Boca del Alamo and Agua Verde, Baja California Sur 150000 Red Turismo Sustentable y Desarrollo Social AC 2395 General Manuel Mrquez de Len La Paz BS MX 23040 PC to support general operations 100000 Resilient Cities Catalyst Inc 315 Clinton Ave Apt 2 Brooklyn NY 11205 PC to support Oceanside Renewal & Scaling 200000 Rusted Gate Farm 5700 Upton Rd Central Point OR 975029469 PC to support efforts for the Place Based Teaching & Learning international education network 2100 San Diego History Center 1649 El Prado Suite 3 San Diego CA 92101 PC to support Geography of Hope 150000 San Diego Natural History Museum 1788 El Prado San Diego CA 92101 PC Biodiversity and Abundance Study for Los Planes Watershed 108517 San Diego Natural History Museum 1788 El Prado San Diego CA 92101 PC to support general operations 200000 San Diego Natural History Museum 1788 El Prado San Diego CA 92101 PC to support The Nat Campaign 4000000 Seed Savers Exchange Inc 3074 North Winn Road Decorah IA 52101 PC to support general operations 25000 Shelburne Farms 1611 Harbor Rd Shelburne VT 05482 PC to support efforts for the Place Based Teaching & Learning international education network 2100 Shelburne Farms 1611 Harbor Rd Shelburne VT 05482 PC to support efforts to engage communities in meaningful place-based teaching and learning 25000 SmartFish Rescate de Valor AC Mrquez de Len 2395 La Paz BS MX 23000 PC to expand the seafood rescue value model in Baja California Sur 250000 Sociedad de Historia Natural Niparaja Revolucin de 1910 430 La Paz BS MX 23020 PC National Program to Strengthen Fishing Organizations 10000 Sociedad de Historia Natural Niparaja Revolucin de 1910 430 La Paz BS MX 23020 PC To provide legal, operational, and management support for Rancho San Carlos 66373 Sociedad de Historia Natural Niparaja Revolucin de 1910 430 La Paz BS MX 23020 PC To support Community Surveillance Fund 56480 Sociedad de Historia Natural Niparaja Revolucin de 1910 430 La Paz BS MX 23020 PC To support the Integrated management of Baja California Sur biocultural landscape from the sierra to the sea 402920 SOS Oceanside 1831 Andy Ln Oceanside CA 920545516 PC to support the 2024 Organizational Growth Support 40000 Southern Oregon Education Service District Education Association 101 N Grape St Medford OR 975012736 GOV to support a collaborative project connecting educators with leaders in blue and green industries to co-create impactful, student-centered projects 50000 Special Forces Charitable Trust PO Box 53 Southern Pines NC 28388 PC to support general operations 35000 Stronger America Through Seafood Inc 1209 Orange Street Wilmington DE 19801 NC to support an Aquaculture Media Strategy Years 4-5 75000 Sustainable Northwest 233 SW Naito Pkwy Portland OR 97204 PC to support a sustainable financial and economic paradigm for forest health 399838 TeamBrownsville Inc PO 3945 Brownsville TX 78520 PC to establish an Emergency Fund for border communities 50000 Terra Peninsular C Tercera 1282 Ensenada BN MX 22830 PC to support San Quintin Bay clean-up 51542 Teton Literacy Center 1715 High School Road 260 PO Box 46 5 Jackson WY 83001 PC to support efforts for the Place Based Teaching & Learning international education network 2817 Teton Science Schools 700 Coyote Canyon Road Jackson WY 83001 PC to support efforts for the Place Based Teaching & Learning international education network 2100 Teton Science Schools 700 Coyote Canyon Road Jackson WY 83001 PC To support career exposure and Place Based Teaching & Learning gathering 6000 Teton Science Schools 700 Coyote Canyon Road Jackson WY 83001 PC to support the Summer Camp Collaboration with EPI and EIS 67221 The San Diego Foundation 2508 Historic Decatur Road San Diego CA 921066138 PC to catalyze a network model that scales place-based learning approaches to result in ocean and land and water careers, and active citizenship 625000 The San Diego Foundation 2508 Historic Decatur Road San Diego CA 921066138 PC to support efforts for the Place Based Teaching & Learning international education network 5000 The San Diego Foundation 2508 Historic Decatur Road San Diego CA 921066138 PC to support the Binational Resilience Initiative 150000 The Telos Group PO Box 70872 Washington DC 20024 PC to support Peacemaking in US and Abroad 150000 Umbela Transformaciones Sostenibles Tepalcatitla 39 int 201 Mexico City DF MX 04020 PC To provide Air Quality Alliance Project Manager 26722 University of Minnesota Foundation McNamara Alumni Center 200 Oak St S Minneapolis MN 55455 PC to support the Center for Infectious Disease Research and Policy 1150914 University of Wyoming Wyoming Public Radio Laramie WY 82071 GOV to support general operations 20000 University of Wyoming Foundation 222 S 22ND ST Laramie WY 82070 PC to support the Data to Decisions 2024 project 100000 Urban Ecology Center Inc 1500 E Park Place Milwaukee WI 53211 PC To provide high school students with the resources and guidance they need to make connections within themselves, their communities, and nature 91267 Urban Ecology Center Inc 1500 E Park Place Milwaukee WI 53211 PC to support efforts for the Place Based Teaching & Learning international education network 2100 Urbanera Calle Guadalupe Victoria y Calle Francisco Madero La Paz BS MX 23020 PC To improve ecosystem Services to Urban La Paz 196150 US Water Partnership 2900 S Quincy St Ste 375 Arlington VA 22206 PC To support the Hydrogeological and Ecological Study for Los Planes Watershed 528152 Valley School of Southern Oregon 857 Valley View Dr Medford OR 97504 PC to support general operations 10000 Valley School of Southern Oregon 857 Valley View Dr Medford OR 97504 PC to support the Valley School and Rusted Gate Farm PBT&L Collaboration 50000 Voices Jackson Hole PO Box 3725 Jackson WY 83001 PC to support capacity building for Voices Jackson Hole 100000 Voices Jackson Hole PO Box 3725 Jackson WY 83001 PC to support general operations 50000 Whitebark Pine Ecosystem Foundation PO Box 17943 Missoula MT 59808 PC to support general operations 25000 Wildcoast 2120 Jimmy Durante Blvd Del Mar CA 920142269 PC To improve mangrove conservation in El Cajoncito in La Paz Bay 60000 World Resources Institute 10 G Street NE Suite 800 Washington DC 20002 PC To support Green Financing: first steps toward establishing a priority-setting system for natural infrastructure projects in Baja California Sur 75000 World Wildlife Fund 1250 24th St NW Washington DC 20037 PC To support Sustainable Shipping in las Baja Californias, Mexico 87250 Wyoming Agriculture in the Classroom PO Box 347 Cheyenne WY 82003 PC to support efforts for the Place Based Teaching & Learning international education network 2100 Wyoming Agriculture in the Classroom PO Box 347 Cheyenne WY 82003 PC to support the recruitment and retention of Wyoming-based educators 25000 Yale University 25 Science Park 150 Munson Street New Haven CT 06511 PC Capacity-building tools for local ranchers and producers in Baja California Sur 14770 Zoological Society of San Diego PO Box 120551 San Diego CA 921120551 PC to support general operations 10000 28462827 0 14 3872857 18 6060998 NORTHERN TRUST 14 7081 0 9940936 0 9940936 true false false false false false false false false 1a(1) 75000 Stronger America through Seafood Inc TO SUPPORT AN AQUACULTURE MEDIA STRATEGY. false X X 1 CHRISTY R WALTON PO BOX 1860 BENTONVILLE AR 72712 6218145 X 2 LUKAS T WALTON PO BOX 1860 BENTONVILLE AR 72712 2467340 X 3 CHRISTY R WALTON PO BOX 1860 BENTONVILLE AR 72712 11770 X 1 Various stocks from Northern Trust - See Attachment 6218145 2024-12-17 2 38,000 SHARES OF PUBLICLY TRADED SECURITIES 2467340 2024-05-29 3 194 SHARES OF PUBLICLY TRADED SECURITIES 11770 2024-12-23 Accounting Fees 82234 82234 Amigos para la Conservacion de Cabo Pulmo Calle Cabo Fierro SN entre Santa Mara La Ribera y 5 de mayo La Ribera BS MX 23570 2024-06-28 30000 To facilitate a high level of community participation and scientific input for the design of the management plan for the Parque Nacional Cabo Pulmo 21576 none 03/04/2025 2025-03-04 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. Andale La Paz AC Av Ayuntamiento El Triunfo BS MX 23210 2022-08-19 35000 TO SUPPORT CONSTRUCTION OF COMMUNITY ORCHARDS AND IMPLEMENTATION OF SOWING ACTIVITIES FOR LA VENTANA-EL SARGENTO, EL ANCON AND EL TRIUNFO COMMUNITIES. 35000 none 02/28/2023, 02/27/2024, 04/23/2025 2025-04-23 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. Asociacion Mexicana de Ostricultores AC Calle Allende No 36 Colonia Centro La Paz BS MX 23000 2023-02-24 40000 TO IMPROVE COMMUNITY OYSTER FARMING. 40000 none 8/9/2024, 04/14/2025 2025-04-14 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. Asociacion Mexicana de Ostricultores AC Calle Allende No 36 Colonia Centro La Paz BS MX 23000 2024-06-14 97277 For advancing collaboration in oyster farming ecosystem in Baja California Sur 97277 none 03/13/2025 2025-03-13 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. Centro Latinoamericano de Gestion Ambiental AC lvaro Obregn 44 San Antonio San Cristbal de las Casas CP MX 29250 2024-05-03 95055 to test a series of trials of the Balandra MPA tourism management and reservation system. 61664 none 03/03/2025 2025-03-03 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. Comite de Sanidad Acuicola de Baja California Sur ac Agricultura 1555 entre Mxico y Durango La Paz BS MX 23070 2024-12-06 40569 to build capacity in rural oyster farms to adopt more sustainable practices. 0 NONE 10/21/2025 2025-10-21 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. Efecto Arena AC Lic Primo Verdad 2135 local 2 Colonia Centro La Paz BS MX 23000 2024-08-23 265011 To educate youth in coral conservation, restore coral populations and increase Efecto Arena's financial sustainability. 121113 none 02/27/2025 2025-02-27 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. Efecto Arena AC Lic Primo Verdad 2135 local 2 Colonia Centro La Paz BS MX 23000 2024-11-01 31246 To support nature-based tourism in La Ventana. 31246 none 4/15/2025 2025-04-15 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. Stronger America Through Seafood Inc 1209 Orange Street Wilmington DE 19801 2023-04-14 150000 TO SUPPORT AN AQUACULTURE MEDIA STRATEGY. 137706 none 5/28/2024, 05/19/2025 2025-05-19 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. 38,000 SHARES OF PUBLICLY TRADED SECURITIES 2472690 2467340 5350 NT TPI - VARIOUS STOCKS P 10787385 9657787 1129598 NT TPI - CAPITAL GAIN DISTRIBUTION P 7412 7412 NT TPI - VARIOUS STOCKS P 32503039 27686378 4816661 NT BRECKINRIDGE - VARIOUS STOCKS P 13976949 13909208 67741 NT BRECKINRIDGE - VARIOUS STOCKS P 16251496 16217260 34236 Northern Trust AT COST 1401589 1133983 Northern Trust Account - Breckinridge AT COST 30458068 31132733 Northern Trust Account - TPI Climate AT COST 78178937 93839174 LEGAL FEES 24213 24213 Memberships & Subscriptions 59592 59592 Miscellaneous 13927 13927 Supplies 3864 3864 NORTHEN TRUST 7081 7081 FRB Catalyst Facility LLC None 3000000 3000000 2023-02 2032-11 Interest due annually beginning December 15, 2023. Principal due annually beginning June 15, 2029. 1.0 None to provide loans to Subsidiaries of Blue Forest that were formed to finance Forest Resilience Bonds cash 3000000 Consulting Fees 1867083 1867083 Administrator & Management Fees 1032396 1032396 Investment Management Fees 268119 268119 CIENEGA INVESTMENTS LLC PO BOX 1860 BENTONVILLE AR 72712 NT - Foreign Taxes 186042 186042