BUILDERS INITIATIVE: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: BUILDERS INITIATIVE (EIN 82-1503941)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-10-27
IRS object ID: 202513009349100326
Schema version: 2024v5.1
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
All Oth Prog Rltd Investments Sch
Expenditure Responsibility Stmt
Gain Loss Sale Other Assets Sch
Investments Corp Stock Schedule
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Other Notes Loans Rcvbl Long Sch
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-10-27T11:18:44+00:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	621665434	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WALTON ENTERPRISES LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1860	AddressLine1Txt
City	BENTONVILLE	CityNm
State Abbreviation	AR	StateAbbreviationCd
ZIP	727121860	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	821503941	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Builders Vision Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BUIL	BusinessNameControlTxt
Phone	4794641570	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	167 N Green Street Suite 1600	AddressLine1Txt
City	Chicago	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60607	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KARISHMA DESOUZA	PersonNm
Person Title	TREASURER	PersonTitleTxt
Signature	2025-10-27	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LUKE C MITCHELL	PreparerPersonNm
PTIN	P03095207	PTIN
Phone	4794641500	PhoneNum
Preparation	2025-10-27	PreparationDt

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)
Name Change	Yes (X)	NameChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,901,331,073	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	$151,183,593	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$33,935,375	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$33,922,708	InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$58,363,348	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$2,106,824,758	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$201,949,447	CapGainNetIncmNetInvstIncmAmt
Gross Sales Less Ret And Allwnc	$0	GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt
Gross Profit Rev And Expnss	$0	GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss	$1,673,916	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$1,455,514	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$0	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$245,156,232	TotalRevAndExpnssAmt
Total Net Invst Incm	$237,327,669	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Legal Fees Rev And Expnss	$110,493	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$61,583	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$48,910	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$150,996	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$150,996	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$13,676,375	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$11,680,980	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$1,995,395	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	$395,926	InterestRevAndExpnssAmt
Interest Net Invst Incm	$314,303	InterestNetInvstIncmAmt
Taxes Rev And Expnss	$1,961,498	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,961,119	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm	$0	DeprecAndDpltnAdjNetIncmAmt
Other Expenses Rev And Expnss	$4,826,648	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$4,704,774	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$28,203	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$21,121,936	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$18,722,759	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,223,504	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$96,806,070	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$96,630,143	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$117,928,006	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$18,722,759	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$98,853,647	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$127,228,226	ExcessRevenueOverExpensesAmt
Net Investment Income	$218,604,910	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$1,048,785	CashBOYAmt
Cash EOY	$15,920,134	CashEOYAmt
Cash EOYFMV	$15,920,134	CashEOYFMVAmt
Acct Rcvbl BOY	$0	AcctRcvblBOYAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Pledges Rcvbl BOY	$0	PledgesRcvblBOYAmt
Pledges Rcvbl EOY	$0	PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV	$0	PledgesRcvblEOYFMVAmt
Rcvbl From Officers BOY	$0	RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY	$0	RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV	$0	RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl	$1,630,000	OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY	$3,040,000	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$1,630,000	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$1,630,000	OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY	$0	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$0	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$0	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$754,100	CorporateStockBOYAmt
Corporate Stock EOY	$2,015,634	CorporateStockEOYAmt
Corporate Stock EOYFMV	$2,011,722	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$0	CorporateBondsBOYAmt
Corporate Bonds EOYFMV	$0	CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis	$0	InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation	$0	InvstLandAccumDepreciationAmt
Land Bldg Investments BOY	$0	LandBldgInvestmentsBOYAmt
Land Bldg Investments EOYFMV	$0	LandBldgInvestmentsEOYFMVAmt
Other Investments BOY	$1,521,441,231	OtherInvestmentsBOYAmt
Other Investments EOY	$1,633,937,599	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,881,189,681	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$579,536	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$0	LandBldgEquipAccumDeprecAmt
Land BOY	$570,561	LandBOYAmt
Land EOY	$579,536	LandEOYAmt
Land EOYFMV	$579,536	LandEOYFMVAmt
Other Assets BOY	$0	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$1,526,854,677	TotalAssetsBOYAmt
Total Assets EOY	$1,654,082,903	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,901,331,073	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$3,874	AccountsPayableBOYAmt
Accounts Payable EOY	$3,874	AccountsPayableEOYAmt
Loans From Officers BOY	$0	LoansFromOfficersBOYAmt
Loans From Officers EOY	$0	LoansFromOfficersEOYAmt
Mortgages And Notes Payable BOY	$0	MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY	$0	MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY	$3,874	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$3,874	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$1,526,850,803	RetainedEarningBOYAmt
Retained Earning EOY	$1,654,079,029	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,526,850,803	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,654,079,029	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,526,854,677	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,654,082,903	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,526,850,803	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$127,228,226	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$1,654,079,029	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,654,079,029	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
1,873,000 SHARES OF PUBLICLY TRADED SECURITIES	$144,669,307	$222,025	$144,447,282	$0	$144,447,282
NORTHERN TRUST CASH ACCOUNT - VARIOUS STOCKS	$15,997,787	$14,609,263	$1,388,524	$0	$1,388,524	P
NORTHERN TRUST CASH ACCOUNT - VARIOUS STOCKS	$2,399,634	$2,092,381	$307,253	$0	$307,253	P
NORTHERN TRUST WORLD EX - CAPITAL GAIN DISTRIBUTIONS	$470		$470	$0	$470	P
NORTHERN TRUST R1000 - CAPITAL GAIN DISTRIBUTIONS	$19,772		$19,772	$0	$19,772	P
NORTHERN TRUST TIAA BONDS - VARIOUS STOCKS	$1,081,624,021	$1,080,069,259	$1,554,762	$0	$1,554,762	P
NORTHERN TRUST TIAA BONDS - VARIOUS STOCKS	$23,179		$23,179	$0	$23,179	P
NORTHERN TRUST TIAA BONDS - VARIOUS STOCKS	$32,578,991	$34,345,631	-$1,766,640	$0	-$1,766,640	P
NORTHERN TRUST FTSE TPI - VARIOUS STOCKS	$166,014,074	$153,226,444	$12,787,630	$0	$12,787,630	P
NORTHERN TRUST FTSE TPI - CAPITAL GAIN DISTRIBUTIONS	$49,124		$49,124	$0	$49,124	P
NORTHERN TRUST FTSE TPI - VARIOUS STOCKS	$207,065,024	$169,397,101	$37,667,923	$0	$37,667,923	P
NORTHERN TRUST RBC GLOBAL - VARIOUS STOCKS	$288,661,396	$288,725,382	-$63,986	$0	-$63,986	P
NORTHERN TRUST RBC GLOBAL - VARIOUS STOCKS	$10,431,734	$10,697,695	-$265,961	$0	-$265,961	P
NORTHERN TRUST CLEAN ENERGY FUND - VARIOUS STOCKS	$131,925,556	$127,183,679	$4,741,877	$0	$4,741,877	P
NORTHERN TRUST CLEAN ENERGY FUND - VARIOUS STOCKS	$511,023	$112,153	$398,870	$0	$398,870	P
NORTHERN TRUST KBI GRS - VARIOUS STOCKS	$24,595,665	$23,451,884	$1,143,781	$0	$1,143,781	P
PASS-THROUGH GAIN/LOSS		$410,856	-$410,856	$0	-$410,856	P
PASS-THROUGH GAIN/LOSS	$258,001	$331,558	-$73,557	$0	-$73,557	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$201,949,447	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$3,038,608	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$3,038,608	SubtotalAmt
Tax Based On Investment Income	$3,038,608	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$4,011,341	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$4,011,341	TotalPaymentsAndCreditsAmt
Overpayment	$972,733	OverpaymentAmt
Applied To ES Tax	$972,733	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	DE	OrgReportOrRegisterStateCd
Org Report Or Register State	IL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	Yes (true)	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Individual With Books	KARISHMA DESOUZA	IndividualWithBooksNm
Phone	4794641570	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	167 N GREEN STREET SUITE 1600	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60607	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	Yes (true)	ForeignAccountsQuestionInd
Foreign Country	IS	ForeignCountryCd
Foreign Country	JA	ForeignCountryCd
Foreign Country	MX	ForeignCountryCd
Foreign Country	NL	ForeignCountryCd
Foreign Country	BE	ForeignCountryCd
Foreign Country	UK	ForeignCountryCd
Foreign Country	BR	ForeignCountryCd
Foreign Country	CA	ForeignCountryCd
Foreign Country	DA	ForeignCountryCd
Foreign Country	FR	ForeignCountryCd
Foreign Country	GM	ForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	Yes (true)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	Yes (true)	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt
LUKAS WALTON
167 N GREEN STREET	SUITE 1600	CHICAGO	IL	60607	DIRECTOR, CEO, CHAIR	10.00	$0	$0
ROBERT SMITH
167 N GREEN STREET	SUITE 1600	CHICAGO	IL	60607	TREASURER (UNTIL 6/30/24)	1.00	$0	$0
BRUCE MCNAMER
167 N GREEN STREET	SUITE 1600	CHICAGO	IL	60607	DIRECTOR, PRESIDENT	10.00	$0	$0
LISA FORBES
167 N GREEN STREET	SUITE 1600	CHICAGO	IL	60607	DIRECTOR, SECRETARY	5.00	$0	$0
KARISHMA DESOUZA
167 N GREEN STREET	SUITE 1600	CHICAGO	IL	60607	TREASURER (FROM 7/01/24)	1.00	$0	$0

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
BUILDERS VISION LLC
PO BOX 1860	Bentonville	AR	72712	INVESTMENT AND GRANT MANAGEMENT SERVICES	$9,614,645
NORTHERN TRUST
50 SOUTH LASALLE STREET	CHICAGO	IL	60603	INVESTMENT MANAGEMENT	$3,823,882
TEACHERS ADVISORS LLC
730 THIRD AVENUE	NEW YORK	NY	10017	INVESTMENT MANAGEMENT	$619,130
STEWART INVESTORS
10 East 53rd Street Floor 21	New York	NY	10022	INVESTMENT MANAGEMENT	$512,991
WALTON ENTERPRISES LLC
PO BOX 1860	BENTONVILLE	AR	72712	MANAGEMENT SERVICES	$151,868

Field	Value	IRS element (for citing)
Contractor Paid Over50k	3	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	Loan to Ecodunia, LLC - To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education.	Description1Txt
Expenses1	$10,000	Expenses1Amt
Description2	Loan to Inergy Nightclub Corp. - To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education.	Description2Txt
Expenses2	$10,000	Expenses2Amt
All Other Program Rltd Invst Tot	$70,000	AllOtherProgramRltdInvstTotAmt
Total	$90,000	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,737,978,794	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$67,946,434	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,805,925,228	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$1,805,925,228	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$27,088,878	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,778,836,350	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$88,941,818	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$88,941,818	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$3,038,608	TaxBasedOnInvestmentIncomeAmt
Total Tax	$3,038,608	TotalTaxAmt
Distributable Before Adj	$85,903,210	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$500,000	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$86,403,210	DistributableBeforeDedAmt
Distributable As Adjusted	$86,403,210	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$98,853,647	ExpensesAndContributionsAmt
Program Related Invst Total	$90,000	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$8,975	CharitableAssetsAcquisPaidAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$98,952,622	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$86,403,210	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year2	2021	PriorYear2Yr
Prior Year3	2020	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$12,338,060	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$12,338,060	TotalExcessDistributionCyovAmt
Qualifying Distributions	$98,952,622	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$86,403,210	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$12,549,412	RemainingDistriFromCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$24,887,472	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$24,887,472	ExcessDistriCyovToNextYrAmt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$12,338,060	ExcessFromYear1Amt
Excess From Current Year	$12,549,412	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	LUKAS T WALTON	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (392 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt	Address Line1RecipientForeignAddress/AddressLine1Txt	Address Line2RecipientForeignAddress/AddressLine2Txt	CityRecipientForeignAddress/CityNm	CountryRecipientForeignAddress/CountryCd	Province Or StateRecipientForeignAddress/ProvinceOrStateNm	Foreign PostalRecipientForeignAddress/ForeignPostalCd
3Arts Inc
180 N Michigan Ave Ste 329	Chicago	IL	60601	PC	to support an award program for teaching artists	$120,000
548 Foundation Inc
700 North Larrabee Street	Chicago	IL	60654	PF	to support implementation of a clean jobs workforce training program	$500,000
6018North NFP
6018 N Kenmore	Chicago	IL	60660	PC	to provide general operating support	$25,000
A Just Harvest
PO Box 608033	Chicago	IL	60626	PC	to provide general operating support	$90,000
Academy for Global Citizenship Charter School
4647 W 47th Street	Chicago	IL	60632	PC	to support the development, implementation, and evaluation of its plant-based eating program	$400,000
Adelante Center for Entrepreneurship
420 West Clayton Street	Waukegan	IL	60085	PC	to provide education, training, and technical assistance to creative enterprises	$60,000
Advocates for Urban Agriculture NFP
PO Box 168083	Chicago	IL	60616	PC	to provide technical assistance support and related resources for urban farming water in Chicago	$187,000
Advocates for Urban Agriculture NFP
PO Box 168083	Chicago	IL	60616	PC	to support a farmed animal initiative	$15,000
Aequo Foundation Inc
1707 North Charles Street Apt 200a	Baltimore	MD	21201	PC	to support a project providing housing for the elderly and disabled in Baltimore	$50,000
Africa Bridge
PO Box 115	Marylhurst	OR	97036	PC	to provide general operating support	$5,000
Alliance For The Great Lakes
150 N Michigan Ave Ste 750	Chicago	IL	60601	PC	to provide general operating support	$5,000
American Heart Association Inc
7272 Greenville Avenue	Dallas	TX	75231	PC	to support research and education on healthy food and nutrition	$615,938
American Society for the Prevention of Cruelty to Animals
520 8th Avenue 7th Floor	New York	NY	10018	PC	to support its program focused on cruelty-free animal farming	$250,000
AMPT Advancing Nonprofits
600 West Cermak Road	Chicago	IL	60616	PC	to provide general operating support	$100,000
Animal Defense Partnership Inc
923 Saw Mill River Road 242	Ardsley	NY	10502	PC	to provide general operating support	$100,000
Anticruelty Society
157 West Grand Avenue	Chicago	IL	60654	PC	to provide general operating support	$50,000
Archi-Treasures Association
3500 South Lake Park First Floor We	Chicago	IL	60653	PC	to support public programming, community design, and production for an artist's mural project	$75,000	st
Art of the Rural
960 West King Street	Winona	MN	55987	PC	to provide general operating support	$75,000
Artists Cooperative Residency and Exhibitions Project
1345 W 19TH STREET	Chicago	IL	60657	PC	to provide general operating support	$100,000
Arts of Life
2010 W Carroll Ave	Chicago	IL	60612	PC	to provide general operating support	$50,000
Artspace Projects Inc
250 3rd Avenue North 400	Minneapolis	MN	55401	PC	to support an arts project in Chicago	$300,000
Bahamas National Trust Fund Inc
PO Box 5910	Princeton	NJ	08543	PC	to support increased effectiveness of the management of the Bahamas National Protected Area System	$99,768
Bahamas Reef Environment Educational Foundation
				NC	TO SUPPORT THE OCEAN RESOURCES, BIODIVERSITY AND POTENTIAL FOR A HEALTHY BLUE ECONOMY IN THE BAHAMAS	$211,262		11 Caves Village	Professional Centre	Nassau	BF
Balanced Inc
904 East 43rd Street	Kansas City	MT	64110	PC	to provide general operating support	$100,000
Become Inc
171 North Aberdeen Street	Chicago	IL	60607	PC	to provide general operating support	$100,000
Beneath the Waves Inc
3 Austin Street PO Box 290036	Boston	MA	02912	PC	to support a fellowship program	$250,000
Best Friends Animal Society
5001 Angel Canyon Road	Kanab	UT	84741	PC	to support the operating costs of a pet resource center and shelter in Bentonville, Arkansas	$1,000,000
Best Friends Animal Society
5001 Angel Canyon Road	Kanab	UT	84741	PC	to support the implementation of a trail name at the Pet Resource Center	$1,000
Beyond Hunger
848 Lake Street	Oak Park	IL	60301	PC	to provide general operating support	$5,000
BIG NFP
6431 S Cottage Grove Ave	Chicago	IL	60637	PC	to increase capacity-building and programmatic support for an energy program focused on accessibility and affordability	$500,000
BISSELL Pet Foundation
2345 Walker Ave NW	Grand Rapids	MI	49544	POF	TO SUPPORT THE EMPTY THE SHELTERS PROGRAM	$100,000
Black Oak Center
6735 South South Chicago Avenue	Chicago	IL	60637	PC	to provide general operating support	$150,000
Black Women in Ecology Evolution and Marine Science
11216 Southwest 63rd Terrace	Miami	FL	33173	PC	to support the expansion of educational programming available to the public	$235,200
Block Club Chicago NFP
233 North Michigan Avenue	Chicago	IL	60601	PC	to provide general operating support	$150,000
Bridges Impact Foundation
125 High St Suite 220	Boston	MA	02110	PC	to support the implementation of educational activities focused on impact investment performance reporting	$250,000
Brown Faces Green Spaces
5607 East 3rd Place	Gary	IN	46403	PF	to support outdoor educational opportunities and community engagement in Northwest Indiana	$25,000
Brushwood Center at Ryerson Woods
North Riverwoods Road	Deerfield	IL	60085	PC	To provide general operating support	$300,000
Business Services Collective NFP DBA Builders Avenue
503 East 61st Street	Chicago	IL	60637	PC	to provide general operating support	$100,000
California Seaweed Festival
25331 Via Artina	Valencia	CA	91355	PC	to provide general operating support	$35,000
California State Wildlife Foundation
201 University Avenue Berth H-43	Berkeley	CA	94710	NC	TO SUPPORT AND CULTIVATE AN INDIGENOUS-LED WORKING GROUP FOCUSED ON NATURE-BASED COASTAL ADAPTATION STRATEGIES IN SAN DIEGO COUNTY	$150,927
Cape Eleuthera Foundation
1900 Market Street	Philadelphia	PA	19103	PC	to provide funding for the first lobster nursery in The Bahamas and support lobster fishing communities and conservation in the region	$85,780
Carbon180
650 Massachusetts Avenue Northwest	Washington	DC	20001	PC	to support its research on agroforestry and carbon sequestration financing opportunities	$300,000
Carbondale Community Arts
304 West Walnut Street	Carbondale	IL	62901	PC	to provide general operating support	$90,000
Catcade Inc
1235 W Belmont Ave Unit A	Chicago	IL	60657	PC	to provide general operating support	$100,000
Center for Cultural Innovation
244 San Pedro Street 401	Los Angeles	CA	90012	PC	to support research and development of new educational opportunities for artists and cultural communities	$250,000
Center for Disaster Philanthropy Inc
One Thomas Circle NW Suite 700	Washington	DC	20005	PC	to provide financial support for communities affected by Atlantic hurricanes	$400,000
Center for Neighborhood Technology
17 North State Street Ste 1400	Chicago	IL	60602	PC	To provide general operating support	$450,000
Center for Rural Affairs
PO Box 136	Lyons	NE	68038	PC	to support clean energy development and agrivoltaics efforts in the Midwest	$150,000
Central Coast Food Web
3814 Yaquina Bay Road	Newport	OR	97365	PC	to support a project focused on strengthening local, coastal, and regional food systems in Oregon	$100,000
Centro Latinoamericano de Gestin Ambiental
				NC	to support research and analysis on the use of a system facilitating tourism in the Balandra marine protected area	$50,000		44 lvaro Obregn		San Cristbal de las Casas	MX	CP	29250
Ceres Inc
99 Chauncy Street	Boston	MA	02111	PC	to support educational efforts related to regenerative agriculture	$250,000
Chef Ann Foundation
5485 Conestoga Court St 110F	Boulder	CO	80301	PC	to support a project to increase scratch cooking in schools	$200,000
Cheyenne River Youth Project Inc
PO Box 410	Eagle Butte	SD	57625	PC	to provide general operating support	$200,000
Chicago Art Department
1932 S Halsted St Ste 100	Chicago	IL	60608	PC	to provide general operating support	$33,750
Chicago Artists Coalition
2130 W Fulton St Unit B	Chicago	IL	60612	PC	to provide general operating support	$50,000
Chicago Community Foundation
33 South State Street Suite 750	Chicago	IL	60603	PC	to support a program focused on public spaces and public transit infrastructure in Chicago	$200,000
Chicago Community Foundation
33 South State Street Suite 750	Chicago	IL	60603	PC	to support a collaborative fund to reduce and prevent violence in Chicago	$100,000
Chicago Community Foundation
33 South State Street Suite 750	Chicago	IL	60603	PC	to support a program focused on reducing, mitigating and preventing street violence	$4,000,000
Chicago Community Foundation
33 South State Street Suite 750	Chicago	IL	60603	PC	to support a funding initiative focused on arts, social services, education and community	$200,000
Chicago Food Policy Advisory Council Nfp
1200 W 35th St	Chicago	IL	60609	PC	to support increased programmatic capacity for a food purchasing initiative	$280,000
Chicago Fund for Aging & Disability DBA Meals on Wheels Chicago
314 West Superior Street Suite 300	Chicago	IL	60654	PC	to provide meals in Chicagoland	$50,000
Chicago Humanities Festival
500 North Dearborn Street	Chicago	IL	60654	PC	to provide general operating support	$100,000
Chicago Learning Exchange
200 West Madison Street	Chicago	IL	60606	PC	to provide general operating support	$100,000
Chicago Park District
4830 South Western Avenue	Chicago	IL	60609	GOV	to support a youth development program	$100,000
Chicago Park District
4830 South Western Avenue	Chicago	IL	60609	GOV	to support community visual arts initiatives in the Chicago Park District	$250,000
Chicago Park District
4830 South Western Avenue	Chicago	IL	60609	GOV	to support youth programming focused on nature and the arts	$200,000
Chicago Public Media Inc
848 E Grand Ave	Chicago	IL	60611	PC	to provide support for local radio stations	$150,000
Chicago Sinfonietta
70 East Lake Street	Chicago	IL	60601	PC	to provide general operating support	$100,000
Chicago United for Equity
17 North Wabash Avenue	Chicago	IL	60602	PC	to provide general operating support	$10,000
Chicagos Sunshine Enterprises Inc
503 E 61st St	Chicago	IL	60637	PC	to provide general operating support	$250,000
City Club of Chicago
70 West Hubbard Street	Chicago	IL	60654	PC	To support the Elevating the Platform project.	$200,000
Clean Energy Jobs and Justice Fund
502 7th Street	Rockford	IL	61104	PC	to provide general operating support	$250,000
Climate Land Leaders
3129 36th Avenue South	Minneapolis	MN	55406	PC	to support a project involving coordination with non-operating landowners in Illinois	$100,000
Coastal Enterprises Inc
30 Federal Street	Brunswick	ME	04011	PC	to support training and technical assistance projects for Maine's marine resources sector	$334,959
Coastal Quest
2625 Alcatraz Ave 609	Berkeley	CA	94705	PC	to support resilience planning for coastal California State Parks in San Diego County	$150,000
Coastal Quest
2625 Alcatraz Ave 609	Berkeley	CA	94705	PC	to support the development of a pilot project focused on opportunities for education and information exchange among leaders in the seafood industry	$200,000
Coastal Quest
2625 Alcatraz Ave 609	Berkeley	CA	94705	PC	to support educational opportunities for Bahamian individuals concerned about rising sea levels' effects on coastal communities	$17,400
College of the Atlantic
105 Eden Street	Bar Harbor	ME	04609	PC	to support the design, prototyping and piloting of viable alternatives to plastic gear used in oyster aquaculture.	$116,536
Comfort Station NFP
2522 West Farragut Avenue Apt 2	Chicago	IL	60625	PC	to provide general operating support	$14,250
Common Market Philadelphia Inc
428 E Erie Ave	Philadelphia	PA	19134	PC	to support expansion of its programming to the Great Lakes region	$500,000
Common Market Philadelphia Inc
428 E Erie Ave	Philadelphia	PA	19134	PC	to support its work in the Great Lakes region	$1,000,000
Common Threads
PO Box 163930	Austin	TX	78716	PC	to support youth nutrition education programs in North Lawndale, Englewood and Little Village	$100,000
Community Action Network
809 Taylor Street	Ann Arbor	MI	48105	PC	to provide general operating support	$150,000
Community Desk Chicago
25 East Washington Street Suite 172	Chicago	IL	60602	PC	to provide general operating support	$250,000	5
Community Partners
1000 North Alameda Street	Los Angeles	CA	90012	PC	to support a project on socio-emotional learning and the outdoors	$5,000
Compassionate Action for Animals
2100 1st Avenue South Suite 200	Minneapolis	MN	55404	PC	to provide general operating support	$115,000
Composite Recycling Technology Center
2220 West 18th Street	Port Angeles	WA	98363	PC	to research and develop a prototype cultivation approach in support of subtidal oyster farming	$98,000
Comunidad y Biodiversidad (COBI) AC
				PC	to support research and analysis for fisheries and kelp and the development of a strategic plan	$125,000		215 Isla del Peruano II		Guaymas	MX	Sonora	85448
Consejo Mexicano de Promocion de los Productos Pesqueros y Acuicolas
				PC	to support sustainable fishing and aquaculture	$99,900		AVENIDA PRESIDENTE MAZARYK	NO61 PISO 7	CIUDAD DE MEXICO	MX	Federal District	11570
Conservation International Foundation
2011 Crystal Drive Suite 600	Arlington	VA	22202	PC	to support education, training, and technical assistance for aquaculture leaders	$200,000
Conservation X Labs Inc
1066 31st St NW	Washington	DC	20007	PC	to support research and development of a rapid DNA test to support the work of environmental managers in the Pacific Northwest	$214,095
Crate Free Illinois
POBox 1002	Huntley	IL	60142	PC	to provide general operating support	$20,000
Creative Chicago Reuse Exchange
5530 South Shore Drive 15 B	Chicago	IL	60637	PC	to provide general operating support	$13,750
Creative Disruption Labs
PO Box 850	New York	NY	10116	PC	to support funding for education and training on ocean innovation	$150,000
CREO Family Office Syndicate
156 Fifth Avenue Suite 804	New York	NY	10010	PC	to support growth and sustainability planning	$3,000,000
Crosshatch Center for Art & Ecology
PO Box 929	Bellaire	MI	49615	PC	to provide general operating support	$100,000
Crossroads Fund
3411 West Diversey Avenue	Chicago	IL	60647	PC	to provide general operating support	$5,000
CUB Consumer Education and Researchfund
309 West Washington Street	Chicago	IL	60606	PC	to provide general operating support	$150,000
Culturemath
2410 South Whipple Street	Chicago	IL	60623	PC	to provide general operating support	$10,000
Dakota Resource Council
1720 Burnt Boat Drive	Bismarck	ND	58503	PC	to provide general operating support	$80,000
Dakota Rural Action
PO Box 549	Brookings	SD	57006	PC	To provide general operating support	$285,000
Definition Theatre Company
PO Box 378077	Chicago	IL	60637	PC	to provide general operating support	$25,000
Department of Public Transformation
726 Prentice Street	Granite Falls	MN	56241	PC	to support an artist residency program in the Upper Midwest	$200,000
Downeast Institute for Applied Marine Research and Education Inc
39 Wildflower Lane PO Box 83	Beals	ME	04611	PC	to support public education on the potential of a successful restoration ecology project	$85,502
Earth Charter Indiana
1100 West 42nd Street Ste 220d	Indianapolis	IN	46208	PC	To provide general operating support	$187,500
Ecology Center
339 East Liberty Street	Ann Arbor	MI	48104	PC	to provide general operating support	$300,000
Economic Security Project
51 East 12th Street second floor	New York	NY	10003	PC	to support cash as care research and education projects	$300,000
Ecotrust
721 NW 9th Ave	Portland	OR	97209	PC	to support its participation in a coastal aquaculture collaborative in Oregon	$250,073
EcoWorks
22400 West Seven Mile Road	Detroit	MI	48219	PC	to support educational programs related to building electrification and efficiency in Michigan	$864,000
Efecto Arena
				NC	to support the development of AI analytics for the study of coral reef restoration in La Paz Bay	$52,716		Avenida Central Poniente Recinto	Portuario Av Avenida Pichilingue	La Paz	MX	BCS	23208
Elevate
322 South Green Street Ste 300	Chicago	IL	60607	PC	To provide general operating support	$1,000,000
Elevate
322 South Green Street Ste 300	Chicago	IL	60607	PC	to support community revitalization efforts in areas facing climate-related infrastructural issues	$100,000
Enrich Chicago
208 S La Salle St	Chicago	IL	60609	PC	to provide general operating support	$25,000
Environmental Defense Fund
257 Park Avenue South	New York	NY	10010	PC	to support training programs for fishing communities in Baja California Sur	$160,000
Environmental Defense Fund
257 Park Avenue South	New York	NY	10010	PC	to research and explore the use of technological tools in small-scale fisheries in Baja California Sur	$135,000
Environmental Law and Policy Center of the Midwest
35 East Wacker Drive Suite 1600	Chicago	IL	60601	PC	to support legal and regulatory programs on solar energy across the Midwest	$350,000
Environmental Law Institute (ELI)
1730 M Street Northwest	Washington	DC	20036	PC	to support the use of data tools and technologies for advanced fisheries management in The Bahamas	$155,000
Equity Legal Services Inc
10220 Lincoln Trail	Fairview Heights	IL	62208	PC	to provide general operating support.	$450,000
Everyday People for Change Inc
634 Broadmoor Boulevard	San Leandro	CA	94577	PC	to support expansion of activities in Chicago	$430,000
Everyday People for Change Inc
634 Broadmoor Boulevard	San Leandro	CA	94577	PC	to support an entrepreneurship project	$1,000,000
Experimental Sound Studio
5925 North Ravenswood Avenue	Chicago	IL	60660	PC	to support a fellowship program for artists on the South Side of Chicago	$55,000
Faith in Place
1100 East 55th Street	Chicago	IL	60615	PC	to provide general operating support	$125,000
Families Anchored in Total Harmony Inc
201 East 5th Avenue	Gary	IN	46402	PC	to provide general operating support	$150,000
Faunalytics
PO Box 6476	San Diego	CA	98507	PC	to provide general operating support	$100,000
Fidelity Investments Charitable Gift Fund
245 Summer Street	Boston	MA	02205	PC	to support charitable matching gift initiatives	$344,095
Figueroa Wu Family Foundation
2124 S Ashland Ave	Chicago	IL	60608	PC	to support its food pantry program	$100,000
Firebird Community Arts
2651 W Lake St	Chicago	IL	60612	PC	to provide general operating support	$125,000
First Peoples Fund
706 West Boulevard	Rapid City	SD	57701	PC	to provide general operating support	$200,000
Floating Museum
7208 S Merrill Ave	Chicago	IL	60649	PC	to provide general operating support	$200,000
Florida Atlantic University Foundation Inc
777 Glades Rd	Boca Raton	FL	33431	PC	to support community-based queen conch aquaculture development on Grand Bahama	$862,446
Food Animal Concerns Trust
3525 W Peterson STE 213	Chicago	IL	60659	PC	to support its initiative focused on the use of antibiotics in farming	$75,000
Food for Climate League Inc
2030 Maple Avenue	Evanston	IL	60201	PC	to support training and learning opportunities	$15,000
Food for Climate League Inc
2030 Maple Avenue	Evanston	IL	60201	PC	to provide general operating support	$25,000
Food Is Medicine Coalition LLC
166 Avenue of the Americas	New York	NY	10013	PC	to provide general operating support	$250,000
Food Works
PO Box 3855	Carbondale	IL	62902	PC	to support a program focused on food accessibility	$286,800
FoodCorps Inc
1140 Southeast 7th Avenue	New York	NY	97214	PC	to support planning for the expansion of activities into Iowa, Illinois, and Indiana	$96,600
ForeFront
208 S LaSalle Suite 1540	Chicago	IL	60604	PC	to support a food assistance project in North Lawndale	$700,000
ForeFront
208 S LaSalle Suite 1540	Chicago	IL	60604	PC	to support a food resilience program in Chicago	$3,000,000
ForeFront
208 S LaSalle Suite 1540	Chicago	IL	60604	PC	to support a project promoting research and collaboration on regenerative agriculture between the University of Illinois Urbana-Champaign and the surrounding community	$100,000
Foundation for A Strong Maine Economy (Focus Maine)
128 State Street	Augusta	ME	04330	PC	to support workforce and professional development programming for aquaculture careers	$225,000
FracTracker Alliance
216 Franklin Street	Johnstown	PA	15901	PC	to help make research and analysis on the impact of fossil fuels extractions readily available to Midwest communities	$100,000
Friends of Netarts Bay Watershed Estuary Beach and Sea
PO Box 152	Netarts	OR	97143	PC	To support stewardship and restoration efforts for the Netarts Bay Watershed	$100,000
Friends of Sears Sunken Garden
3240 West Warren Boulevard	Chicago	IL	60624	PC	to support the redevelopment and installation of a garden in the North Lawndale neighborhood of Chicago	$100,000
Friends of the Chicago River
121 West Wacker Drive	Chicago	IL	60601	PC	to provide general operating support	$25,000
Friends of the Earth
1101 15th St NW	Washington	DC	20005	PC	to support an educational campaign on the impact of companies in the livestock and animal feed industries	$100,000
Gardeneers
3414 W Roosevelt Rd Unit 2	Chicago	IL	60624	PC	to support expansion of the grow your groceries program into the Austin neighborhood of Chicago	$70,560
Gary Comer Youth Center
7200 S INGLESIDE AVE	Chicago	IL	60619	PC	to support its urban agriculture program	$250,000
GerberHart Library and Archives
6500 North Clark Street	Chicago	IL	60626	PC	to provide general operating support	$5,000
Golden Hills Resource Conservation and Development Area
712 South Hwy St PO BOX 18	Oakland	IA	51560	PC	to support increased programmatic capacity at a local foodshed	$150,000
Good Food Institute
PO Box 96503	Washington	DC	200906503	PC	to provide general operating support	$250,000
Grantmakers in the Arts
522 Courtlandt Avenue 1st Floor	Bronx	NY	10451	PC	to support a conference for grantmakers focused on the arts	$250,000
Great Barrier Reef Foundation USA Inc
1209 G Street Northeast	Washington	DC	20002	PC	to support the development and scaling of a novel 'coral restoration automation' facility and technique	$350,000
Greater Auburn Gresham Development Corporation
1159 West 79th Street	Chicago	IL	60620	PC	to provide general operating support	$100,000
Greater Chicago Legal Clinic Inc
17 North State Street	Chicago	IL	60602	PC	to provide general operating support	$150,000
Greater Good Charities
301 Union Street 21308	Seattle	WA	98111	PC	to support hurricane relief for companion animals	$100,000
Grist
1201 Western Avenue	Seattle	WA	98101	PC	To provide general operating support	$225,000
Groundswell Inc
80 M Street Southeast C/O WeWork	Washington	DC	20003	PC	to provide general operating support	$250,000
Grow Greater Englewood
6533 S Stewart Ave	Chicago	IL	60621	PC	to provide general operating support and support its sustainable food economy project	$375,000
Growing Home Inc
825 W 69th Street 2nd Floor	Chicago	IL	60621	PC	to support food distribution and community building in Englewood	$150,000
Guided Discoveries Inc
302 North El Camino Real 206	San Clemente	CA	92672	PC	to support kelp restoration on Catalina Island	$152,134
Health Care Without Harm
12110 Sunset Hills Road	Reston	VA	20190	PC	to support healthy procurement standards in hospital systems	$350,000
Health Care Without Harm
12110 Sunset Hills Road	Reston	VA	20190	PC	to provide educational resources to healthcare facilities concerning plant-based diets	$300,000
Healthy Hoosiers Foundation Inc
2 North Meridian Street	Indianapolis	IN	46204	SO I	to support educational efforts focused on food and medicine in Indiana	$583,881
Hispanics in Philanthropy
414 13th Street Suite 200	Oakland	CA	94612	PC	to provide general operating support	$100,000
Hoosier Action Resource Center
PO Box 469	New Albany	IN	47151	PC	to provide general operating support	$200,000
HOPE Village Revitalization AKA Focus Hope Revitalization
14030 La Salle Boulevard	Detroit	MI	48238	PC	To provide general operating support	$379,000
Hubbs Seaworld Research Institute
2595 Ingraham Street	San Diego	CA	92109	PC	to advance restorative aquaculture opportunities in San Diego County	$400,000
Humane America Animal Foundation
310 North Indian Hill Boulevard 800	Claremont	CA	91711	PC	to facilitate philanthropic support for farmed animals	$50,000
Hurricane Island Foundation
PO Box 1280	Rockland	ME	04841	PC	to support research related to aquaculture and fisheries in Penobscot Bay.	$375,000
Hyde Park Art Center
5020 S Cornell Ave	Chicago	IL	60615	PC	to support a fund for contemporary artists	$100,000
Hyde Park Art Center
5020 S Cornell Ave	Chicago	IL	60615	PC	to support a fund to ensure that the center's educational opportunities remain affordable to all	$225,000
Illinois Arts Alliance DBA Arts Alliance Illinois
200 West Madison Street 3rd floor	Chicago	IL	60606	PC	to support a project focused on continued revitalization efforts for the arts and culture sector in Illinois	$300,000
Illinois Environmental Council Education Fund
520 East Capitol Avenue	Springfield	IL	62701	PC	to support a project focused on improving the health and safety of residents of Cahokia Heights facing environmental health hazards	$162,664
Illinois Environmental Council Education Fund
520 East Capitol Avenue	Springfield	IL	62701	PC	to increase programmatic capacity to support the environmental movement in Lake County, IL	$250,000
Illinois Environmental Council Education Fund
520 East Capitol Avenue	Springfield	IL	62701	PC	to support its oversight and administration of charitable projects	$101,836
Illinois Facilities Fund
333 S Wabash Ave Ste 2800	Chicago	IL	60604	PC	to support a fund to help arts-focused organizations	$250,000
Illinois Humanities Council Incorporated
125 South Clark Street Ste 650	Chicago	IL	60603	PC	to support a convening on mass incarceration for humanities councils and community partners across the United States	$25,000
Illinois Public Health Institute
310 South Peoria Street	Chicago	IL	60607	PC	to activate programming and support on food as medicine initiatives in Illinois	$278,702
Illinois Stewardship Alliance
230 Broadway Ste 200	Springfield	IL	62701	PC	to support a community-building initiative for livestock farmers in Illinois	$30,000
Illinois Stewardship Alliance
230 Broadway Ste 200	Springfield	IL	62701	PC	to support a coalition focused on educating local farmers and communities on regenerative farming and locally sourced food	$90,000
Imagine Englewood If NFP
6407 South Honore Street	Chicago	IL	60636	PC	to provide general operating support	$75,000
Inner-City Muslim Action Network
2744 W 63rd St	Chicago	IL	60629	PC	to support a project focused on healthy food access in the South Side of Chicago	$400,000
Institute for Local Self Reliance Inc
1200 18th Street Northwest	Washington	DC	20036	PC	to support research, analysis, and training on energy governance models.	$75,000
Investigate Midwest
701 Devonshire Drive	Champaign	IL	61820	PC	to support journalism focused on state agriculture in Illinois	$75,000
Island Institute
PO Box 648	Rockland	ME	04841	PC	to support innovation in the lobster and aquaculture industry in Maine and increase environmental resilience	$500,000
Island Institute
PO Box 648	Rockland	ME	04841	PC	to support student mentorship and education in lobstering and fishing and a grantee convening	$99,465
Land Connection Foundation
206 North Randolph Street	Champaign	IL	61820	PC	to support its food accessibility and farming initiatives	$100,000
Land Stewardship Project
821 E 35th Street Suite 200	Minneapolis	MN	55407	PC	to educate farmers on sustainable and regenerative farming practices and to support related research efforts	$250,000
Latinos Progresando
2724 West Cermak Road	Chicago	IL	60608	PC	to support grantmaking focused on cross-cultural collaboration and community unity in Chicago	$300,000
Latinos Progresando
2724 West Cermak Road	Chicago	IL	60608	PC	to provide general operating support	$100,000
LATITUDE Chicago
1821 West Hubbard Street Suite 207	Chicago	IL	60622	PC	to provide general operating support	$15,000
Lawndale Christian Health Center
3860 West Ogden Ave	Chicago	IL	60623	PC	to support a project to help individuals with chronic illness receive access to nutritious food	$350,000
Legacy Philanthropy Works
521 Santa Barbara Street	Santa Barbara	CA	93101	PC	to support its work creating and managing fisheries refugia in Boca del Alamo	$250,000
Little Village Community Foundation Corp
2501 South Trumbull Avenue	Chicago	IL	60623	PC	to provide general operating support	$150,000
Little Village Environmental Justice Organization
2501 South Whipple Street	Chicago	IL	60623	PC	to support organizations working in support of environmental and climate efforts in Chicago	$1,000,000
Little Village Environmental Justice Organization
2501 South Whipple Street	Chicago	IL	60623	PC	To provide general operating support	$1,000,000
Little Village Environmental Justice Organization
2501 South Whipple Street	Chicago	IL	60623	PC	to help facilitate philanthropic support for environmental movements in the greater Chicago area	$94,250
Maine Community Foundation Inc
245 Main Street	Ellsworth	ME	04605	PC	to support its funding of research on blue carbon in Maine	$1,000,000
Male Mogul Initiative in NFP
5055 South Prairie Avenue	Chicago	IL	60615	PC	to provide general operations support	$100,000
Marwen Foundation
833 North Orleans	Chicago	IL	60610	PC	to provide general operating support	$100,000
Mercy for Animals
8033 Sunset Blvd Suite 864	Los Angeles	CA	90046	PC	to support grantmaking focused on sustainable food systems	$150,000
Meridian Institute
PO Box 1829	Dillon	CO	80435	PC	to support educational workshops on regenerative agriculture in New Jersey and Minneapolis	$250,000
Meridian Institute
PO Box 1829	Dillon	CO	80435	PC	to support a project focused on educational convenings for entrepreneurs focused on improving food access and sustainability opportunities	$250,000
Meridian Institute
PO Box 1829	Dillon	CO	80435	PC	to support a research project focused on evaluating soil inventory	$500,000
Meridian Institute
PO Box 1829	Dillon	CO	80435	PC	to support a research and education project focused on building a national soil data repository	$1,000,000
Metropolitan Family Services
101 North Upper Wacker Drive	Chicago	IL	60606	PC	to provide funding in support of holiday gifts for families in need	$50,000
Michigan Environmental Justice Coalition
2701 Bagley Street	Detroit	MI	48216	PC	To provide general operating support.	$250,000
Michigan Saves Inc
230 N Washington Sq Suite 300	Lansing	MI	48933	PC	to support a program focused on ensuring the availability of energy efficient home financing for all	$325,000
Midwest Building Decarbonization Coalition
2510 South Telegraph Road	Bloomfield Hills	MI	48302	PC	to provide general operating support	$250,000
Midwest Environmental Advocates Inc
551 W Main St	Madison	WI	53703	PC	to support efforts to strengthen CAFO permitting in Wisconsin	$100,000
Midwest Tribal Energy Resources Association Inc
3136 West Kilbourn Avenue	Milwaukee	WI	53208	PC	to provide general operating support	$50,000
Milken Institute
1250 4th St	Washington	DC	904011304	PC	to support a strategic framework for collaboration on food as medicine initiatives	$500,000
Milwaukee Water Commons Inc
1836 West Fond Du Lac Avenue	Milwaukee	WI	53205	PC	to provide general operating support	$250,000
Minneapolis St Paul Regional Economic Development Partnership
400 Robert Street North 1600	Saint Paul	MN	55101	PC	to support its work on sustainable protein supply chains in the Midwest	$600,000
Minnesota Environmental Partnership
75 West 5th Street	Saint Paul	MN	55102	PC	to support public education on continuous living cover cropping	$50,000
Mission Edge San Diego
2820 Roosevelt Road	San Diego	CA	92106	PC	to support clean energy development on Midwest tribal lands	$1,000,000
Mission Edge San Diego
2820 Roosevelt Road	San Diego	CA	92106	PC	to provide general operating support	$5,000
Momentum Conservation (FKA Southern Maine Conservation Collaborative)
22 Monument Square Suite 601	Portland	ME	04101	PC	to support maintenance and updates to its data collection efforts on the intertidal ecosystems of Casco Bay in Maine	$70,000
Movement Strategy Center
1625 Clay Street 6th Floor	Oakland	CA	94612	PC	to support a project focused on artist collaborations	$200,000
Multiplier
548 Market Street PMB 81178	San Francisco	CA	94104	PC	to provide general operating support	$140,000
Multiplier
548 Market Street PMB 81178	San Francisco	CA	94104	PC	to support a program focused on engaging new communities in marine conservation	$350,000
Multiplier
548 Market Street PMB 81178	San Francisco	CA	94104	PC	to enhance the competitiveness and resilience of artisan fishing cooperatives in Baja Sur	$75,000
National Museum of Mexican Art
1852 W 19th St	Chicago	IL	60608	PC	to support arts and culture exhibitions and youth programming	$200,000
National Public Housing Museum
625 N KINGSBURY ST	Chicago	IL	60654	PC	to provide general operating support	$125,000
National Runaway Switchboard
3141 B N Lincoln Ave	Chicago	IL	60657	PC	to provide general operating support	$5,000
NeighborSpace
445 N Sacramento Blvd Suite 204	Chicago	IL	60612	PC	to provide general operating support	$100,000
NeighborSpace
445 N Sacramento Blvd Suite 204	Chicago	IL	60612	PC	to support early planning and activation of a space dedicated to charitable and community use	$69,416
New England Young Fishermen's Alliance
63 Puddle Lane	Portsmouth	NH	03801	PC	to support the expansion to serve the young fishing community in southern Maine	$100,000
New England Young Fishermen's Alliance
63 Puddle Lane	Portsmouth	NH	03801	PC	to support training and learning opportunities	$15,000
New Roots Institute (formerly Factory Farming Awareness Coalition)
1569 Solano Ave 518	Berkeley	CA	84707	PC	to provide general operating support	$125,000
No Kid Hungry by Share Our Strength
1030 15th Street Northwest Suite 11	Washington	DC	20005	PC	to support a program to decrease food insecurity for children in collaboration with the Illinois Department of Human Services	$500,000	00 W
Ocean Aid 360 Inc
125 18th Avenue South	St Petersburg	FL	33705	PC	to support research and a pilot project on the implementation of a coastal waste management action plan with The Bahamas Ministry of Tourism	$197,500
Ocean Conservancy Inc
1300 19th Street NW 8th Floor	Washington	DC	20036	PC	to support an ocean clean-up initiative in Baja California Sur, Maine, and the Pacific Northwest	$400,000
Ocean Foundation
1320 19th Street Northwest	Washington	DC	20036	PC	to support the protection and restoration of kelp forests	$200,000
Ocean Foundation
1320 19th Street Northwest	Washington	DC	20036	PC	to support educational efforts related to sustainable marine-related industries	$224,136
Ocean Strategies Inc
1122 E Pike St 761	Seattle	WA	98122	NC	TO SUPPORT STRATEGIC ENGAGEMENT AND EDUCATION AT THE STATE AND NATIONAL LEVEL OF THE BENEFITS OF RESTORATIVE AQUACULTURE	$355,000
Ocean Visions Inc
1019 Edwards Ferry Road Northeast 1	Leesburg	VA	20176	PC	to build infrastructure to support the removal of carbon dioxide from the oceans	$225,000	024
Oceans Initiative
117 East Louisa Street	Seattle	WA	98102	PC	to support the scaling of salmon reefnets	$177,466
One Eleuthera Foundation
PO Box 1302	Clemson	SC	29633	PC	to support training and education programs focused on a sustainable ocean economy in Eleuthera	$407,906
Openlands
25 East Washington Street Suite 165	Chicago	IL	60602	PC	to provide general operating support	$5,000	0
Operation Warm Inc
6 Dickinson Drive Suite 314	Chadds Ford	PA	19317	PC	to support its charitable activities in Chicago	$50,000
Oregon Coast Visitors Association
PO Box 940	Tillamook	OR	97141	NC	TO SUPPORT THE OREGON OCEAN CLUSTER INITIATIVE TO KEEP OREGON SEAFOOD LOCAL	$149,950
Oregon Department of State Lands
775 Summer St NE Suite 100	Salem	OR	97301	GOV	to support a project focused on coastal research and education	$90,000
Oregon Dungeness Crab Commission
964 Central Ave	Coos Bay	OR	97420	GOV	to support stakeholder engagement and research related to Dungeness crab fisheries on the west coast	$200,000
Oregon Shores Conservation Coalition
PO Box 5626	Coos Bay	OR	97420	PC	to support analysis of its educational campaign on Oregon estuaries	$208,333
Oregon State University
1600 Southwest Western Boulevard	Corvallis	OR	97333	PC	to support educational programming for the next generation of fishers and a coastal aquaculture collaborative in Oregon	$200,000
Oregon State University
1600 Southwest Western Boulevard	Corvallis	OR	97333	PC	to support research and education to better manage and harvest Dungeness crab	$167,726
Partnership for a Healthier America
1203 19th Street Northwest	Washington	DC	20036	PC	to support training and learning opportunities	$15,000
PATH
2201 Westlake Avenue Suite 200	Seattle	WA	98121	PC	to provide general operating support	$5,000
PAWS Chicago
1997 North Clybourn Avenue	Chicago	IL	60614	PC	to provide general operating support	$50,000
People for Community Recovery
13330 South Corliss Avenue	Riverdale	IL	60827	PC	to support electrification and sustainability community initiatives in Chicago	$200,000
People for Community Recovery
13330 South Corliss Avenue	Riverdale	IL	60827	PC	To provide general operating support	$600,000
Pfleger Institute of Environmental Research (PIER)
315 Harbor Drive South Suite B	Oceanside	CA	92054	POF	to support the expansion of sustainable domestic fishing opportunities for swordfish	$135,669
Pfleger Institute of Environmental Research (PIER)
315 Harbor Drive South Suite B	Oceanside	CA	92054	POF	to support research on sustainable fishing opportunities within the Pacific Northwest	$99,750
Pilot Light
1516 West Carroll Avenue	Chicago	IL	60607	PC	to support a fellowship program for teachers in Illinois	$99,900
Plant Based Foods Institute
4 Embarcadero Center 1400	San Francisco	CA	94111	PC	to support a program focused on research, education and collaboration in agricultural resilience	$400,000
Plant Chicago NFP
4459 S Marshfield Ave	Chicago	IL	60609	PC	to support a renovation project	$355,000
Polar Bear Sustainable Energy Foundation
203 Candler Street	Highland Park	MI	48203	PC	to provide general operating support	$100,000
Practical Farmers of Iowa (PFI)
1615 Golden Aspen Dr Suite 101	Ames	IA	50010	PC	to support a project focused on learning opportunities for farmers	$250,000
Practical Farmers of Iowa (PFI)
1615 Golden Aspen Dr Suite 101	Ames	IA	50010	PC	to support educational opportunities for beginning farmers and food production and procurement partners	$905,000
President and Fellows of Harvard College
1033 Massachusetts Avenue	Cambridge	MA	02138	PC	to support a state-based technical assistance program on food as medicine	$668,203
Project Grow Community Gardens
PO Box 130293	Ann Arbor	MI	48113	PC	to provide general operating support	$5,000
Pronatura Noroeste
				PC	to support initiatives on coastal and marine sustainable development in Baja California Sur	$250,000		60 Calle Decima		Ensenada	MX	BC	22800
Proofing Station
33 South State Street	Chicago	IL	60603	PC	to provide general operating support	$1,000,000
Public Media Institute
3219-21 South Morgan Street	Chicago	IL	60608	PC	to support an artist-run spaces program in the Midwest	$560,000
Public Media Institute
3219-21 South Morgan Street	Chicago	IL	60608	PC	to provide general operating support	$300,000
Puget Sound Restoration Fund
8001 Northeast Day Road West Ste B	Bainbridge Island	WA	98110	PC	to support research and analysis of adaptive management of kelp aquaculture	$78,482
Quad City Arts
1715 2nd Ave	Rock Island	IL	61201	PC	to provide general operating support	$75,000
Racing Magpie
801 East Saint Andrew Street	Rapid City	SD	57701	PC	to support the planning efforts of a creative and cooperative grantmaking coalition	$100,000
Radiant Vessels Community Services
431 S Harvey Ave Unit F	Oak Park	IL	60302	PC	to provide general operating support	$100,000
Rare Inc
1310 N Courthouse Road Suite 110	Arlington	VA	22201	PC	to support a research study in The Bahamas on sustainable coastal farming	$150,000
Reader Institute for Community Journalism
2930 South Michigan Avenue	Chicago	IL	60616	PC	to provide general operating support and support for increased coverage of the visual arts	$150,000
Red de Observadores Ciudadanos AC
				PC	to strengthen fisheries monitoring on the East Coast of Baja California Sur, Agua Verde to Boca del Alamo.	$112,891		3745 Aquiles Serdn 3745	Col Pueblo Nuevo	La Paz	MX	BN	23060
Reducetarian Foundation Inc
8023 Beverly Boulevard Ste 1 314	Los Angeles	CA	90048	PC	to support a fellowship program and annual conference	$150,000
Reef Fish Conservation and Education Foundation Inc
1902 Wharf Road	Galveston	TX	77550	PC	to support learning, training, and information exchange opportunities for the next generation of fishery leaders	$165,124
Regenerative Agriculture Foundation
PO Box 7276	Minneapolis	MN	55407	PC	to support a new strategic initiative involving Midwest agriculture	$50,000
Regenerative Agriculture Foundation
PO Box 7276	Minneapolis	MN	55407	PC	to support a fund focused on helping farmers implement regenerative agriculture practices	$250,000
Regents of the University of California at San Diego
9500 Gilman Drive	La Jolla	CA	92093	PC	to support education and training for ocean intelligence entrepreneurs at the Scripps Institution of Oceanography	$165,800
Regents of the University of California at San Diego
9500 Gilman Drive	La Jolla	CA	92093	PC	to support its initiatives to build a resilient and sustainable aquaculture in San Diego	$135,612
Regents of the University of California at San Diego
9500 Gilman Drive	La Jolla	CA	92093	PC	to support research on the contributions of coral adaptation to conservation and restoration efforts	$297,663
Regents of the University of California at San Diego
9500 Gilman Drive	La Jolla	CA	92093	PC	to support research and evaluation of rocky reefs and technology development in the Gulf of California at the Scripps Institution of Oceanography	$100,000
Regents of the University of Michigan
500 South State Street	Ann Arbor	MI	48109	PC	to support a fellowship program involving climate resilience and sustainability	$600,000
Regents of the University of Minnesota
200 Southeast Oak Street	Minneapolis	MN	55414	PC	to support a research project focused on evaluating the opportunities for farming with continuous living cover	$200,000
Renewing the Countryside II
312 Center Street East	Hammond	MN	55991	PC	to support the creation of an educational pilot project on elderberry processing in the Midwest	$250,000
Resident Association of Greater Englewood
6620 South Union Avenue	Chicago	IL	60621	PC	to provide general operating support	$150,000
Resources Legacy Fund
555 Capitol Mall Suite 1095	Sacramento	CA	95814	PC	to support educational initiatives that help implement the California Plastic Producer Responsibility Act	$100,000
Rewiring America Inc
601 Massachusetts Avenue Northwest	Washington	DC	20001	PC	to support the decarbonization of low-income homes in Indiana	$2,000,000
Rockefeller Philanthropy Advisors
120 Broadway Suite 3475	New York	NY	102710002	PC	to support a grantmaking project focused on supporting coal-impacted communities and workers in the Midwest	$500,000
Rogue Climate
PO Box 1980	Phoenix	OR	97535	PC	to support educational and community engagement efforts in the Coos Bay estuary	$135,000
Rogue Climate
PO Box 1980	Phoenix	OR	97535	PC	to support staff training and learning opportunities	$15,000
Roots & Culture Contemporary Artcenter
1034 North Milwaukee Avenue	Chicago	IL	60642	PC	to support increased staff capacity and training	$50,000
San Diego Bird Alliance
4010 Morena Boulevard Ste 100	San Diego	CA	92117	PC	to support training and learning opportunities	$15,000
San Diego Food System Alliance
845 15th Street Suite 103 Office 31	San Diego	CA	92101	PC	to support a project helping small-scale farmers, ranchers, fishermen and other community partners involved in the utilization of local seafood in San Diego	$452,395	3
San Diego Food System Alliance
845 15th Street Suite 103 Office 31	San Diego	CA	92101	PC	to support staff training and learning opportunities	$15,000	3
Santa Monica Community College District
1900 Pico Boulevard	Santa Monica	CA	90405	GOV	to develop and launch a program to help train the emerging aquaculture workforce in Southern California	$175,000
SECORE International Inc
4673 Northwest Parkway	Hilliard	OH	43026	PC	to support its activities focused on sustaining coastal resilience and livelihoods of communities in the Caribbean	$315,782
Shareholder Commons
PO Box 1268	Northampton	MA	06061	PC	to provide general operating support	$5,000
Shedd Aquarium Society
1200 South Lake Shore Drive	Chicago	IL	60605	PC	to provide general operating support	$5,000
Side Street Studio Arts Nfp
PO BOX 1264	Elgin	IL	60121	PC	to provide general operating support	$180,000
Sixty Inches from Center
436 East 47th Street	Chicago	IL	60653	PC	to provide general operating support	$100,000
Social Good Fund
12651 San Pablo Ave 5473	Richmond	CA	94805	PC	to provide general operating support	$50,000
South Side Community Arts Center
3831 S Michigan Ave	Chicago	IL	60653	PC	to provide general operating support	$45,000
Southernmost Illinois Delta Region Empowerment Zone
330 Enterprise Ln	Mounds	IL	62964	PC	to support community development activities that address food scarcity in Cairo, IL	$115,000
Southsiders Organized for Unity and Liberation
11211 S St Lawrence	Chicago	IL	60628	PC	to provide general operating support	$5,000
Southwest Wetlands Interpretive Association
PO Box 575	Imperial Beach	CA	91932	PC	to support increased collaborative capacity in a tri-national watershed	$239,100
Spay Arkansas Inc
1909 West Huntsville Ave	Springdale	AR	72762	PC	to provide general operating support	$50,000
Springboard for the Arts
262 University Ave W	St Paul	MN	55103	PC	to support a fellowship program focused on rural development and community building	$400,000
Star Farm Chicago
934 West 50th Place	Chicago	IL	60609	PC	to provide general operating support	$100,000
Steppenwolf Theatre Co
1700 North Halsted Street	Chicago	IL	60614	PC	to provide general operating support	$100,000
Stronger America Through Seafood Inc (SATS)
1209 Orange Street	Wilmington	DE	19801	NC	to support aquaculture research, analysis, and education	$120,000
Sunrise County Economic Council
7 Ames Way	Machias	ME	04654	PC	to support environmental restoration projects at Half Moon Cove	$49,789
Surfrider Foundation
942 Calle Negocio	San Clemente	CA	92673	PC	to support the restoration of the San Onofre State Beach	$172,500
Surfrider Foundation
942 Calle Negocio	San Clemente	CA	92673	PC	to support pilot projects related to coastal resilience and ocean plastics in Oregon and Washington	$185,420
Sweet Water Foundation Inc
5749 S Perry Ave	Chicago	IL	60621	PC	to provide general operating support	$400,000
TaskForce Prevention & Community Services
9 North Cicero Avenue	Chicago	IL	60644	PC	To provide general operating support	$150,000
TGi Movement
2500 West 63rd Street	Chicago	IL	60629	PC	to support increased capacity for the educational programming of a community space and manufacturing studio in Chicago	$172,240
The Avalon Village Inc
24 Avalon Street	Highland Park	MI	48203	PC	to support the growth and development of clean energy resilience hubs in Highland Park, MI	$50,000
The Black Star Project
3509 South King Drive	Chicago	IL	60653	PC	to provide general operating support	$100,000
The Chicago Bar Foundation
321 South Plymouth Court Suite 3B	Chicago	IL	60604	PC	to provide general operating support	$5,000
The Circulate Initiative
60 East 42nd Street	New York	NY	10165	PC	to support research and development of solutions to address plastic pollution	$300,000
The Corbin Hill Food Project Inc
475 Riverside Drive	New York	NY	10115	PC	to support a project focused on improving food access	$350,000
The Experimental Station 6100 Blackstone
6100 S Blackstone Avenue	Chicago	IL	60637	PC	to provide general operating support and support for a food access project in Illinois	$250,000
The Firehouse Community Arts Center
2111 S Hamlin Avenue	Chicago	IL	60623	PC	to provide general operating support	$200,000
The Funder Network
2000 Ponce de Leon Boulevard Suite	Coral Gables	FL	33134	PC	to support a gathering focused on educating grantmakers on solar installation efforts	$2,550	600
The Gray Matter Experience Inc
20 North Upper Wacker Drive	Chicago	IL	60606	PC	to provide general operating support	$100,000
The Green Door Initiative
7650 SECOND AVE	Detroit	MI	48202	PC	to provide general operating support	$450,000
The Land Institute
2440 East Water Well Road	Salina	KS	67401	PC	to provide general operating support	$125,000
The Minneapolis Foundation
80 South 8th Street	Minneapolis	MN	55402	PC	to support an environmental grantmaking coalition	$1,000,000
The Minneapolis Foundation
80 South 8th Street	Minneapolis	MN	55402	PC	to support a fund focused on staff retention efforts for organizations working on climate and the environment across the Midwest	$275,000
The Minneapolis Foundation
80 South 8th Street	Minneapolis	MN	55402	PC	to support a coalition seeking to eliminate greenhouse gas emissions and other climate impacts	$500,000
The Minneapolis Foundation
80 South 8th Street	Minneapolis	MN	55402	PC	to support long-term regional movement infrastructure building	$750,000
The Minneapolis Foundation
80 South 8th Street	Minneapolis	MN	55402	PC	to help facilitate and encourage philanthropic support for environmental movements in the Midwest	$94,250
The Nature Conservancy
4245 N Fairfax Drive Suite 100	Arlington	VA	22203	PC	to support increased programmatic capacity for blue carbon ecosystem restoration projects in Maine and new projects for innovations in fisheries	$500,000
The Nature Conservancy
4245 N Fairfax Drive Suite 100	Arlington	VA	22203	PC	to support its work to increase regenerative farming in Iowa, Illinois, Minnesota, and Wisconsin	$750,000
The Perry Institute for Marine Science Inc
5356 Main Street Suite 2	Waitsfield	VT	05673	PC	to support research and education on the development of a national framework to address the impact of Stony Coral Tissue Loss Disease	$400,016
The Perry Institute for Marine Science Inc
5356 Main Street Suite 2	Waitsfield	VT	05673	PC	to support work on standardized sustainability measures for fisheries in The Bahamas	$146,464
The Philadelphia School
2501 Lombard Street	Philadelphia	PA	19146	PC	to provide general operating support	$50,000
The Rebuild Foundation Nfp
6916 South Dorchester Avenue	Chicago	IL	60637	PC	to support a project focused on arts and culture programming and economic development in Chicago's South Side	$250,000
The San Diego Foundation
2508 Historic Decatur Rd	San Diego	CA	92106	PC	to support an initiative focused on coastal resilience in the Baja California region	$350,000
The Savanna Institute
1360 Regent Street 124	Madison	WI	53715	PC	to support a research project involving the scaling of agroforestry nationwide	$325,000
The Stewardship Network
416 Long Shore Dr	Ann Arbor	MI	48105	PC	to support an educational program on bull kelp	$50,000
The University of Chicago
5801 South Ellis Avenue	Chicago	IL	60653	PC	to support student engagement with a local accelerator program for creative businesses	$115,000
The University of Chicago
5801 South Ellis Avenue	Chicago	IL	60653	PC	to support the university's neighborhood engagement on arts and culture in Washington Park	$60,000
The University of Georgia Foundation
1180 East Broad Street	Athens	GA	30602	PC	to support a conference discussing advancements in shellfish restoration	$10,000
Theatre Y
3611 West Cermak Road	Chicago	IL	60623	PC	to provide general operating support	$50,000
Thunder Valley Community Development Corporation
PO Box 290 290 Empowerment Dr	Porcupine	SD	57772	PC	to provide general operating support	$350,000
Tides Center
PO BOX 29907	San Francisco	CA	941290907	PC	to support a solar energy workforce reentry project for formerly incarcerated individuals	$150,000
Tree House Humane Society
7225 N Western Ave	Chicago	IL	60645	PC	to provide general operating support	$100,000
Trout Unlimited Inc
1700 North Moore Street	Arlington	VA	22209	PC	to engage and educate landowners on streambank restoration projects in the Northeast Iowa Driftless Area	$100,000
Trust For Public Land
101 Montgomery Street Suite 900	San Francisco	CA	94104	PC	to provide general operating support	$140,000
Trustees of Indiana University
509 East 3rd Street	Bloomington	IN	47401	PC	to support a program focused on strengthening local farmers' sustainable agriculture practices	$356,982
U S Green Building Council-Illinois Chapter DBA Illinois Green Alliance
222 West Merchandise Mart Plaza	Chicago	IL	60654	PC	to support the provision of educational resources on improving building energy efficiency	$50,000
U S Green Building Council-Illinois Chapter DBA Illinois Green Alliance
222 West Merchandise Mart Plaza	Chicago	IL	60654	PC	to provide educational resources for construction professionals working in climate	$50,000
United States Artists Inc
200 W Madison Street Floor 3	Chicago	IL	60606	PC	to support a fellowship program and national convening for artists	$400,000
United Way of Central Indiana
2955 North Meridian Street ste 300	Indianapolis	IN	46208	PC	to support youth programming and a food fund in Indianapolis	$150,000
United Way of Metro Chicago
333 South Wabash Avenue 30th Floor	Chicago	IL	60604	PC	to support its health and social services helpline	$75,000
United Way of Metro Chicago
333 South Wabash Avenue 30th Floor	Chicago	IL	60604	PC	to support a fellowship program focused on professional development for community leaders	$50,000
University of California at Santa Barbara
3227 Cheadle Hall	Santa Barbara	CA	931062050	PC	to support research evaluating parametric fisheries insurance as a conservation tool	$93,062
University of Maine
168 College Avenue	Orono	ME	04473	PC	To support the development of cost effective and scalable kelp cultivation and carbon sequestration strategies	$421,500
University of Maine
168 College Avenue	Orono	ME	04473	PC	to support its student-centered research and work-force development programming focused on sea scallop aquaculture and scallop fishery	$325,000
University of Mississippi
Research and Sponsored Programs 100	University	MS	38677	PC	to support a project to develop and publish educational resources concerning state marine aquaculture policies	$350,000	Bar Hall PO Box 1848
University of Southern California
3551 Trousdale Parkway	Los Angeles	CA	90015	PC	to support kelp research and restoration on Catalina Island	$267,412
University of Texas Law School Foundation
727 East Dean Keeton Street	Austin	TX	78705	PC	to support a legal fellowship program	$65,000
University of Washington
4333 Brooklyn Avenue Northeast	Seattle	WA	98105	PC	to support the enhancement of Indigenous aquaculture practices, increase seafood production in the Pacific region, and facilitate responsible seaweed farming practices	$227,762
Urban Juncture Foundation
300 E 51st St	Chicago	IL	60615	PC	to support education, training, and technical assistance for creative entrepreneurs	$200,000
Urban Juncture Foundation
300 E 51st St	Chicago	IL	60615	PC	to support the second phase of a peer exchange initiative focused on community revitalization	$50,000
Urban School Food Alliance
1612 K Street NW	Washington	DC	20006	PC	to provide general operating support	$300,000
Virginia Congress of Parents and Teachers
2601 Commonwealth Ave	Alexandria	VA	22305	PC	to provide food for under-resourced children on weekends through a local school	$5,000
Vote Solar
360 22nd Street	Oakland	CA	94612	PC	To provide general operating support	$150,000
Walton Family Foundation
PO Box 2030	Bentonville	AR	72712	PF	to support its grantmaking program focused on advancing sustainability efforts in the Midwest	$1,862,500
Walton Family Foundation
PO Box 2030	Bentonville	AR	72712	PF	to support a technical assistance fund for charitable organizations	$500,000
Washington Maritime Blue
1900 W Nickerson St	Seattle	WA	98119	PC	to support increased programmatic capacity for its youth maritime programs	$300,000
Waste And Resources Action Programme (WRAP)
				PC	to support initiatives focused on minimizing plastic packaging and single use plastics	$343,026		Second Floor Blenheim Court		Banbury	UK	Oxon	OX16
Waterkeeper Alliance Inc
180 Maiden Ln	New York	NY	10038	PC	to support efforts to restore mangroves damaged by Hurricane Dorian and to increase community engagement, workforce development and ecosystem protection opportunities	$307,625
We Want Green Too
3007 Pennsylvania Street	Detroit	MI	48214	PC	to provide general operating support	$325,000
Whatcom Working Waterfront Foundation
708 Coho Way	Bellingham	WA	98225	PC	to support the planning and resource development of an economic generator program focused on sustainable marine aquaculture	$99,000
Wholesome Crave
PO Box 3968	Bridgeport	CT	06605	PC	to support its prescription and healthcare accessibility project	$238,700
WILDCOAST
2120 Jimmy Durante Boulevard	Del Mar	CA	92014	PC	to support small-scale entrepreneurs and mangrove restoration in Baja California Sur	$250,000
Willamette Partnership
1300 Southeast Stark Street Suite 2	Portland	OR	97214	PC	to support research and education on coastal resilience in Oregon	$105,993	12
Willapa Grays Harbor Oyster Growers Association
PO Box 3	Ocean Park	WA	98640	NC	to support programmatic capacity in helping to protect the bays	$298,736
Windward Fund
1828 L Street Northwest Suite 300	Washington	DC	20036	PC	to support the development of innovative climate solutions in rural communities across the Midwest	$500,000
Windward Fund
1828 L Street Northwest Suite 300	Washington	DC	20036	PC	to support a fund focused on helping communities affected by environmental challenges in the Western Lake Michigan basin	$250,000
Windward Fund
1828 L Street Northwest Suite 300	Washington	DC	20036	PC	to support a project focused on reducing harmful emissions and increasing clean electricity use in homes	$325,000
World Economic Forum
				NC	to support a program focused on education and engagement among ocean positive entrepreneurs	$250,000		91-93 Route de la Capite		Geneva	SZ		1223
World Resources Institute
10 G Street Northeast Suite 800	Washington	DC	20002	PC	to support its initiative to scale plant-based food consumption in the U.S.	$100,000
World Wildlife Fund Inc
1250 24th Street Northwest	Washington	DC	20037	PC	to support seaweed and shellfish aquaculture programming in Maine	$900,000
World Wildlife Fund Inc
1250 24th Street Northwest	Washington	DC	20037	PC	to support educational efforts focused on agricultural restoration and protection	$200,000
XCHANGE Chicago INC
433 West Harrison Street BOX 5722	Chicago	IL	60699	PC	To support the expansion of the Urban Ag Greenhouse for the Xchange Grand Crossing project.	$150,000
Yale University
PO Box 2038	New Haven	CT	06520	PC	to support an environmental fellowship program	$50,000
YME BAHAMAS
				NC	to support research and education that facilitates jobs and additional resources for water-dependent sectors	$75,000		Arthurs Town		Cat Island	BF		GeneralPost
BROWN FACES GREEN SPACES
5607 EAST 3RD PLACE	GARY	IN	46403	PF	GRANT TO PRIVATE NON-OPERATING FOUNDATION NOT TREATED AS A QUALIFYING DISTRIBUTION UNDER IRC SECTION 4942(G)(3) BY THE GRANTEE	-$25,000
California State Wildlife Foundation
201 University Avenue Berth H-43	Berkeley	CA	94710	NC	Grant not treated as a qualifying distribution under IRC Section 4942(G)(3) by the grantee	-$150,927

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$96,630,143	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Business	523000	BusinessCd
Unrelated Business Taxbl Incm	$12,667	UnrelatedBusinessTaxblIncmAmt
Exclusion	14	ExclusionCd
Exclusion	$33,922,708	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Business	523000	BusinessCd
Unrelated Business Taxbl Incm	$375,416	UnrelatedBusinessTaxblIncmAmt
Exclusion	18	ExclusionCd
Exclusion	$57,987,932	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDesc	BusinessBusinessCd	Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt	ExclusionExclusionCd	ExclusionExclusionAmt
Pass-through - Other Income/(Loss)	523000	$218,402	14	$1,544,433
Northern Trust - Other Income/(Loss)			14	-$88,919

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$606,485	UnrelatedBusinessTaxblIncmAmt
Exclusion	$93,366,154	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$93,972,639	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	Yes (true)	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail (4 entries)

Line NumberLineNumberTxt	InvolvedInvolvedAmt	Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc
STRONGER AMERICA THROUGH SEAFOOD INC
1a(1)	$120,000	to support aquaculture research, analysis, and education
OREGON COAST VISITORS ASSOCIATION
1a(1)	$149,950	TO SUPPORT THE OREGON OCEAN CLUSTER INITIATIVE TO KEEP OREGON SEAFOOD LOCAL
WORLD ECONOMIC FORUM
1a(1)	$250,000	TO SUPPORT A PROGRAM FOCUSED ON EDUCATION AND ENGAGEMENT AMONG OCEAN POSITIVE ENTREPRENEURS
WILLAPA GRAYS HARBOR OYSTER GROWERS ASSOCIATION
1a(1)	$298,736	TO SUPPORT PROGRAMMATIC CAPACITY IN HELPING TO PROTECT THE BAYS

Field	Value	IRS element (for citing)
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LUKAS T WALTON	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1860	AddressLine1Txt
City	BENTONVILLE	CityNm
State Abbreviation	AR	StateAbbreviationCd
ZIP	72712	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$151,183,593	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	1,873,000 SHARES OF PUBLICLY TRADED SECURITIES	NoncashPropertyDesc
Fair Market Value	$144,183,540	FairMarketValueAmt
Received	2024-09-09	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$150,996	Amt
Disbursements Charitable Prps	$150,996	DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp (7 entries)

DescDesc	AmtAmt
Loan to Linda's Shop - To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education.	$10,000
Loan to Maya Coffee Company, LLC - To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education.	$10,000
Loan to Monday Coffee Company LLC - To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education.	$10,000
Loan to Pylone LLC - To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education.	$10,000
Loan to ROCKaBLOCK, LLC - To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education.	$10,000
Loan to Savory Crust LLC - To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education.	$10,000
Loan to Vegan Street Food Chicago LLC - To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education.	$10,000

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (37 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	GrantGrantDt	GrantGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Expended By GranteeExpendedByGranteeAmt	Any Diversion By GranteeAnyDiversionByGranteeTxt	Dates Of Reports By GranteeDatesOfReportsByGranteeTxt	VerificationVerificationDt	Results Of VerificationResultsOfVerificationTxt	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Address Line2ForeignAddress/AddressLine2Txt
548 Foundation Inc
700 North Larrabee Street	Chicago	IL	60654	2023-10-01	$200,000	To support equitable workforce development on Chicago's West Side.	$200,000	NONE	04/18/2024, 10/1/2024	2024-10-01	THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
548 Foundation Inc
700 North Larrabee Street	Chicago	IL	60654	2024-10-04	$500,000	to support implementation of a clean jobs workforce training program	$370,000	NONE	03/31/2025	2025-03-31	THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
Asociacion Mexicana de Ostricultores (AMEXO)
				2023-11-23	$69,500	To educate economically and environmentally challenged communities in the Pacific region and Sea of Cortez to engage in sustainable oyster aquaculture	$69,500	NONE	01/01/2024, 6/24/2025	2025-06-24	THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.	36 IGNACIO ALLENDE	LA PAZ	BS	MX	23000
Bahamas Reef Environment Educational Foundation
				2023-11-22	$411,625	To support the ocean resources, biodiversity and potential for a healthy blue economy in The Bahamas	$178,484	NONE	03/31/2024, 4/2/2025	2025-04-02	THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.	11 Caves Village Professional Cent	Nassau		BF
BISSELL Pet Foundation
2345 Walker Ave NW	Grand Rapids	MI	49544	2022-12-16	$300,000	To support Empty the Shelters program	$200,000	NONE	02/03/2023, 03/06/2024, 02/04/2025	2025-02-04	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 VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
Black Figures Bookstore
1355 W Chicago Ave STE A	Chicago	IL	60642	2023-07-21	$10,000	To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education.	$10,000	NONE	04/28/2024, 10/22/2025	2025-10-22	THE BORROWER HAS PROVIDED THE FOUNDATION WITH A REPORT STATING THAT IT HAS COMPLIED WITH THE TERMS OF THE FOUNDATION'S LOAN THROUGH ITS MOST RECENT YEAR-ENDING DECEMBER 31, 2024. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY.
Brown Faces Green Spaces
5607 East 3rd Place	Gary	IN	46403	2024-04-19	$25,000	to support outdoor educational opportunities and community engagement in Northwest Indiana	$24,859	NONE	03/25/2025	2025-03-25	THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
California State Wildlife Foundation
201 University Avenue Berth H-43	Berkeley	CA	94710	2022-11-04	$450,323	TO SUPPORT AND CULTIVATE AN INDIGENOUS-LED WORKING GROUP FOCUSED ON NATURE-BASED COASTAL ADAPTATION STRATEGIES IN SAN DIEGO COUNTY.	$210,645	NONE	08/15/2023, 08/14/2024, 09/10/25	2025-09-10	THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
CARBON COUNTS TECH PBC
58A FAYERWEATHER ST	CAMBRIDGE	MA	02138	2020-12-17	$750,000	A PROGRAM RELATED INVESTMENT (PRI) IN SAFE PREFERRED STOCK OF CARBON COUNTS TECH, PBC (COMPANY) IS BEING MADE TO ENABLE THE COMPANY TO DEVELOP AND OPERATE TOOLS TO EMPOWER AND MOTIVATE CONSUMERS TO TAKE SMALL STEPS DAILY THAT EDUCATE AND INFORM CONSUMERS OF THE ENVIRONMENTAL IMPACT OF THEIR BEHAVIOR AND SPENDING DECISIONS, AND PRACTICAL MECHANISMS AND OPPORTUNITIES FOR CONSUMERS TO MODIFY THEIR BEHAVIOR TO MEASURABLY CONTRIBUTE TO A REDUCTION IN GREENHOUSE GAS EMISSIONS, PURCHASE CARBON OFFSETS, AND BECOME CARBON NEUTRAL, ALL IN FURTHERANCE OF THE CHARITABLE PURPOSES OF COMBATTING ENVIRONMENTAL DETERIORATION AND EDUCATING THE PUBLIC.	$750,000	NONE	09/28/2021; 08/01/2022; 10/04/2023; 10/31/2024, 10/15//25	2025-10-15	THE GRANTEE HAS PROVIDED THE FOUNDATION WITH A LETTER STATING THAT IT HAS COMPLIED WITH THE TERMS OF THE FOUNDATION'S GRANT THROUGH ITS MOST RECENT YEAR-ENDING DECEMBER 31, 2024. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY.
Centro Latinoamericano de Gestion Ambiental
				2024-08-30	$50,000	to support research and analysis on the use of a system facilitating tourism in the Balandra marine protected area	$37,204	NONE	03/18/2025	2025-03-18	THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.	44 lvaro Obregn	San Cristbal de las Casas	CP	MX	29250
Coral Vita Inc
1851 Sunset Blvd	San Diego	CA	92103	2020-08-04	$1,000,000	A PROGRAM-RELATED INVESTMENT (PRI) OF A CONVERTILE PROMISSORY NOTE IN CORAL VITA, INC. IS BEING MADE TO PROTECT, SUSTAIN AND PRESERVE THE NATURAL ENVIRONMENT BY SUPPORTING CORAL REEF RESTORATION IN TROPICAL REGIONS IN ORDER TO PROMOTE CLIMATE RESILIENCE FOR VULNERABLE COASTAL AND OCEAN ECOSYSTEMS, HABITATS AND COMMUNITIES.	$1,000,000	NONE	07/19/2021, 06/26/2022, 06/29/2023, 07/16/2024, 07/15/2025	2025-07-15	THE BORROWER HAS PROVIDED THE FOUNDATION WITH A REPORT STATING THAT IT HAS COMPLIED WITH THE TERMS OF THE FOUNDATION'S LOAN THROUGH ITS MOST RECENT YEAR-ENDING DECEMBER 31, 2024. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY.
Dinobi Detergent LLC
3442 S Prairie Avenue	Chicago	IL	60616	2023-09-25	$10,000	To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education.	$10,000	NONE	04/27/2024		THE FOUNDATION IS WORKING WITH THE BORROWER TO CONFIRM THE BORROWER'S COMPLIANCE WITH THE TERMS OF THE FOUNDATION'S LOAN THROUGH THE BORROWER'S MOST RECENT YEAR-ENDING DECEMBER 31, 2024. THE FOUNDATION HAS NO REASON TO DOUBT THAT NO PART OF THIS PROGRAM-RELATED INVESTMENT LOAN FUNDS HAS BEEN USED FOR ANYTHING OTHER THAN ITS INTENDED CHARITABLE PURPOSE.
Ecodunia llc
5244 N Sawyer Ave unit 2	Chicago	IL	60625	2024-10-28	$10,000	To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education.	$10,000	NONE	05/22/2025	2025-05-22	THE BORROWER HAS PROVIDED THE FOUNDATION WITH A REPORT STATING THAT IT HAS COMPLIED WITH THE TERMS OF THE FOUNDATION'S LOAN THROUGH ITS MOST RECENT YEAR-ENDING DECEMBER 31, 2024. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY.
Efecto Arena
				2024-12-06	$52,716	to support the development of AI analytics for the study of coral reef restoration in La Paz Bay	$0	NONE	03/20/2025	2025-03-20	THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.	Avenida Central Poniente Recinto	La Paz	BCS	MX	23208	Portuario Av Pichilingue esquina
Greenprint Partners
17 N State Street Suite 1400	Chicago	IL	60602	2022-06-24	$500,000	To support the deployment of green infrastructure solutions to flooding in Milwaukee frontline communities.	$500,000	NONE	02/22/2023, 03/15/2024, 3/14/20025	2025-03-14	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 VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
Inergy Nightclub Corp
3350 S Kedzie Avenue	Chicago	IL	60623	2024-11-01	$10,000	To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education.	$10,000	NONE	06/02/2025	2025-06-02	THE BORROWER HAS PROVIDED THE FOUNDATION WITH A REPORT STATING THAT IT HAS COMPLIED WITH THE TERMS OF THE FOUNDATION'S LOAN THROUGH ITS MOST RECENT YEAR-ENDING DECEMBER 31, 2024. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY.
LINDA'S SHOP INC
3137 W Montrose Ave	Chicago	IL	60618	2024-01-01	$10,000	To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education.	$0	NONE			THE FOUNDATION IS WORKING WITH THE BORROWER TO CONFIRM THE BORROWER'S COMPLIANCE WITH THE TERMS OF THE FOUNDATION'S LOAN THROUGH THE BORROWER'S MOST RECENT YEAR-ENDING DECEMBER 31, 2024. THE FOUNDATION HAS NO REASON TO DOUBT THAT NO PART OF THIS PROGRAM-RELATED INVESTMENT LOAN FUNDS HAS BEEN USED FOR ANYTHING OTHER THAN ITS INTENDED CHARITABLE PURPOSE.
Maya Coffee Company LLC
1720 Calumet Ave	Whiting	IN	46324	2024-06-05	$10,000	To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education.	$10,000	NONE	10/14/25	2025-10-14	THE BORROWER HAS PROVIDED THE FOUNDATION WITH A REPORT STATING THAT IT HAS COMPLIED WITH THE TERMS OF THE FOUNDATION'S LOAN THROUGH ITS MOST RECENT YEAR-ENDING DECEMBER 31, 2024. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY.
Monday Coffee Company LLC
11635 S Throop Street	Chicago	IL	60643	2024-01-01	$10,000	To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education.	$10,000	NONE	07/16/2025	2025-07-16	THE BORROWER HAS PROVIDED THE FOUNDATION WITH A REPORT STATING THAT IT HAS COMPLIED WITH THE TERMS OF THE FOUNDATION'S LOAN THROUGH ITS MOST RECENT YEAR-ENDING DECEMBER 31, 2024. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY.
Ocean Strategies Inc
1122 E Pike St 761	Seattle	WA	98122	2023-10-09	$710,000	TO SUPPORT STRATEGIC ENGAGEMENT AND EDUCATION AT THE STATE AND NATIONAL LEVEL OF THE BENEFITS OF RESTORATIVE AQUACULTURE	$365,000	NONE	03/01/2024, 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 VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
Oregon Coast Visitors Association
208 Main Avenue	Tillamook	OR	97141	2023-10-11	$299,900	TO SUPPORT THE OREGON OCEAN CLUSTER INITIATIVE TO KEEP OREGON SEAFOOD LOCAL.	$77,868	NONE	10/15/2024, 10/11/2025	2025-10-11	THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
Pacific Coast Shellfish Growers Association
120 State Avenue Northeast	Olympia	WA	98501	2021-12-10	$400,000	Social License for Shellfish Aquaculture in WA and OR	$400,000	NONE	04/01/2022, 03/23/2023, 08/28/2024, 3/5/2025	2025-03-05	THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
Pfleger Institute of Environmental Research (PIER)
315 Harbor Drive South Suite B	Oceanside	CA	92054	2022-06-24	$479,457	TO SUPPORT THE EXPANSION OF SUSTAINABLE DOMESTIC FISHING OPPORTUNITIES FOR SWORDFISH.	$401,950	NONE	03/15/2023, 04/12/2024,03/15/2025	2025-03-15	THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
Pfleger Institute of Environmental Research (PIER)
315 Harbor Drive South Suite B	Oceanside	CA	92054	2024-08-16	$99,750	TO SUPPORT RESEARCH ON SUSTAINABLE FISHING OPPORTUNITIES WITHIN THE PACIFIC NORTHWEST	$25,210	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 VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
Pylone LLC
3040 N Central Ave	Chicago	IL	60634	2024-08-01	$10,000	To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education.	$10,000	NONE	05/19/2025	2025-07-04	THE BORROWER HAS PROVIDED THE FOUNDATION WITH A REPORT STATING THAT IT HAS COMPLIED WITH THE TERMS OF THE FOUNDATION'S LOAN THROUGH ITS MOST RECENT YEAR-ENDING DECEMBER 31, 2024. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY.
ROCKaBLOCK LLC
1332 N Illinois Street	Indianapolis	IN	46202	2024-11-01	$10,000	To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education.	$10,000	NONE	05/02/2025	2025-05-02	THE BORROWER HAS PROVIDED THE FOUNDATION WITH A REPORT STATING THAT IT HAS COMPLIED WITH THE TERMS OF THE FOUNDATION'S LOAN THROUGH ITS MOST RECENT YEAR-ENDING DECEMBER 31, 2024. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY.
Savory Crust LLC
135 E St Charles Rd Unit A	Carol Stream	IL	60188	2024-08-29	$10,000	To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education.	$10,000	NONE	04/30/2025	2025-04-30	THE BORROWER HAS PROVIDED THE FOUNDATION WITH A REPORT STATING THAT IT HAS COMPLIED WITH THE TERMS OF THE FOUNDATION'S LOAN THROUGH ITS MOST RECENT YEAR-ENDING DECEMBER 31, 2024. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY.
Stronger America Through Seafood Inc
1209 Orange Street	Wilmington	DE	19801	2024-04-12	$120,000	To develop and execute an aquaculture media strategy based upon the creation and broad distribution of educational materials that constitute nonpartisan analysis, study, or research	$96,000	NONE	03/27/2025	2025-03-27	THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
T Loren Studio Inc
2301 W 63rd Street	Woodridge	IL	60517	2023-02-27	$10,000	To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education.	$10,000	NONE	05/09/2024, 10/17/2025	2025-10-17	THE BORROWER HAS PROVIDED THE FOUNDATION WITH A REPORT STATING THAT IT HAS COMPLIED WITH THE TERMS OF THE FOUNDATION'S LOAN THROUGH ITS MOST RECENT YEAR-ENDING DECEMBER 31, 2024. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY.
Taylor's Tacos
1660 South Albany	Chicago	IL	60623	2023-01-01	$10,000	To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education.	$10,000	NONE	04/27/2024, 7/16/2025	2025-07-16	THE BORROWER HAS PROVIDED THE FOUNDATION WITH A REPORT STATING THAT IT HAS COMPLIED WITH THE TERMS OF THE FOUNDATION'S LOAN THROUGH ITS MOST RECENT YEAR-ENDING DECEMBER 31, 2024. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY.
Vegan Street Food Chicago LLC
2310 w foster ave	Chicago	IL	60625	2024-06-05	$10,000	To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education.	$10,000	NONE	05/28/2025	2025-05-28	THE BORROWER HAS PROVIDED THE FOUNDATION WITH A REPORT STATING THAT IT HAS COMPLIED WITH THE TERMS OF THE FOUNDATION'S LOAN THROUGH ITS MOST RECENT YEAR-ENDING DECEMBER 31, 2024. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY.
WALTON FAMILY FOUNDATION
PO BOX 1860	BENTONVILLE	AR	72712	2022-03-25	$15,500,000	To support Grantee's Environment Program grantmaking to move the Midwest towards a more sustainable future with more climate smart and water smart agricultural practices	$15,500,000	NONE	10/25/2023, 10/03/2024, 07/07/2025	2025-07-07	THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
WALTON FAMILY FOUNDATION
PO BOX 1860	BENTONVILLE	AR	72712	2024-07-12	$1,862,500	to support its grantmaking program focused on advancing sustainability efforts in the Midwest	$1,862,500	NONE	10/17/25	2025-10-17	THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
WALTON FAMILY FOUNDATION
PO BOX 1860	BENTONVILLE	AR	72712	2024-12-20	$500,000	to support a technical assistance fund for charitable organizations	$0	NONE	07/21/2025	2025-07-21	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 VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
Willapa Grays Harbor Oyster Growers Association
PO Box 3	Ocean Park	WA	98640	2024-12-06	$298,736	to support programmatic capacity in helping to protect the bays	$1,075	NONE	04/03/2025	2025-04-03	THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
World Economic Forum
				2024-11-01	$250,000	to support a program focused on education and engagement among ocean positive entrepreneurs	$17,779	NONE	10/13/2025	2025-10-13	THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.	91-93 Route de la Capite	Geneva		SZ	1223
YME Bahamas
				2024-11-22	$75,000	to support research and education that facilitates jobs and additional resources for water-dependent sectors	$51,765	NONE	07/04/2025	2025-07-04	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 VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.	Arthurs Town	Cat Island		BF	GeneralPost

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (18 entries)

AssetAssetDesc	Gross Sales PriceGrossSalesPriceAmt	BasisBasisAmt	Total NetTotalNetAmt	How AcquiredHowAcquiredTxt
1,873,000 SHARES OF PUBLICLY TRADED SECURITIES	$144,669,307	$144,183,540	$485,767
NORTHERN TRUST CASH ACCOUNT - VARIOUS STOCKS	$15,997,787	$14,609,263	$1,388,524	P
NORTHERN TRUST CASH ACCOUNT - VARIOUS STOCKS	$2,399,634	$2,092,381	$307,253	P
NORTHERN TRUST WORLD EX - CAPITAL GAIN DISTRIBUTIONS	$470		$470	P
NORTHERN TRUST R1000 - CAPITAL GAIN DISTRIBUTIONS	$19,772		$19,772	P
NORTHERN TRUST TIAA BONDS - VARIOUS STOCKS	$1,081,624,021	$1,080,069,259	$1,554,762	P
NORTHERN TRUST TIAA BONDS - VARIOUS STOCKS	$23,179		$23,179	P
NORTHERN TRUST TIAA BONDS - VARIOUS STOCKS	$32,578,991	$34,345,631	-$1,766,640	P
NORTHERN TRUST FTSE TPI - VARIOUS STOCKS	$166,014,074	$153,226,444	$12,787,630	P
NORTHERN TRUST FTSE TPI - CAPITAL GAIN DISTRIBUTIONS	$49,124		$49,124	P
NORTHERN TRUST FTSE TPI - VARIOUS STOCKS	$207,065,024	$169,397,101	$37,667,923	P
NORTHERN TRUST RBC GLOBAL - VARIOUS STOCKS	$288,661,396	$288,725,382	-$63,986	P
NORTHERN TRUST RBC GLOBAL - VARIOUS STOCKS	$10,431,734	$10,697,695	-$265,961	P
NORTHERN TRUST CLEAN ENERGY FUND - VARIOUS STOCKS	$131,925,556	$127,183,679	$4,741,877	P
NORTHERN TRUST CLEAN ENERGY FUND - VARIOUS STOCKS	$511,023	$112,153	$398,870	P
NORTHERN TRUST KBI GRS - VARIOUS STOCKS	$24,595,665	$23,451,884	$1,143,781	P
PASS-THROUGH GAIN/LOSS		$366,998	-$366,998	P
PASS-THROUGH GAIN/LOSS	$258,001		$258,001	P

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
Publicly Traded Securities	$4,100	$188
Carbon Counts Tech PBC - Program Related Investment	$750,000	$750,000
Coral Vita Inc - Program Related Investment	$1,261,534	$1,261,534

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (8 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
NT - INVESTMENT ACCOUNT	AT COST	$487,448,961	$538,813,885
NT - R1000 ACCOUNT	AT COST	$20,223	$20,298
NT - WORLD EX ACCOUNT	AT COST	$134	$134
NT - TIAA BONDS ACCOUNT	AT COST	$398,063,757	$388,255,969
NT - FTSE TPI	AT COST	$533,361,978	$732,317,622
NT - RBC Global	AT COST	$84,366,872	$81,459,552
NT - Clean Energy Fund	AT COST	$83,839,211	$96,257,419
NT - KBI GRS	AT COST	$46,836,463	$44,064,802

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

Field	Value	IRS element (for citing)
Category Or Item	Land	CategoryOrItemTxt
Cost Or Other Basis	$579,536	CostOrOtherBasisAmt
Book Value	$579,536	BookValueAmt
EOYFMV	$579,536	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$110,493	LegalFeesAmt
Net Investment Income	$61,583	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$48,910	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PASS-THROUGH - OTHER DEDUCTIONS	$4,780,016	$4,704,774
INSURANCE	$27,490		$27,490
Pass-through - Nondeductible Expenses	$18,429
MISCELLANEOUS	$713		$713

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
Pass-through - Other income/(loss)	$1,762,835	$1,544,433
Northern Trust - Other income/(loss)	-$88,919	-$88,919

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (15 entries)

Insider RelationshipInsiderRelationshipTxt	Loan OriginalLoanOriginalAmt	Balance DueBalanceDueAmt	NoteNoteDt	Loan MaturityLoanMaturityDt	Repayment TermsRepaymentTermsTxt	InterestInterestRt	Security Provided BorrowerSecurityProvidedBorrowerTxt	Loan PurposeLoanPurposeTxt	Lender ConsiderationLenderConsiderationDesc	Consideration FMVConsiderationFMVAmt
CORAL VITA INC - CONVERTIBLE PROMISSORY NOTE
Program-Related Investment	$1,000,000	$0	2020-08	2022-08	FOLLOWING THE SECOND ANNIVERSARY OF THE INITIAL CLOSING	6.0	None	TO PROTECT, SUSTAIN, AND PRESERVE THE NATURAL ENVIRONMENT BY SUPPORTING CORAL REEF RESTORATION.	Cash	$0
Best Friends Animal Society
Program-Related Investment	$2,500,000	$1,500,000	2021-12	2025-09	$500,000 DUE 9/30/23 ; $500,000 DUE 9/30/24; $1,500,000 DUE 9/30/25	0.0	None	To help construct a pet resource center in Bentonville, Arkansas .	Cash	$1,500,000
Dinobi Detergent LLC
Program-Related Investment	$10,000	$10,000	2023-09	2026-09	MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST UNTIL MATURITY DATE	12.25	None	To support businesses that are contributing to the creative economy in the greater Chicago region.	Cash	$10,000
Taylor's Tacos
Program-Related Investment	$10,000	$10,000	2023-01	2028-01	MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST UNTIL MATURITY DATE	12.75	None	To support businesses that are contributing to the creative economy in the greater Chicago region.	Cash	$10,000
T Loren Studio Inc
Program-Related Investment	$10,000	$10,000	2023-02	2028-02	MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST UNTIL MATURITY DATE	11.75	None	To support businesses that are contributing to the creative economy in the greater Chicago region.	Cash	$10,000
Linda's Shop Inc
Program-Related Investment	$10,000	$10,000	2023-11	2027-06	MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST UNTIL MATURITY DATE	12.0	None	To support businesses that are contributing to the creative economy in the greater Chicago region.	Cash	$10,000
Vegan Street Food Chicago LLC
Program-Related Investment	$10,000	$10,000	2024-03	2027-04	MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST UNTIL MATURITY DATE	12.25	None	To support businesses that are contributing to the creative economy in the greater Chicago region.	Cash	$10,000
Maya Coffee Company LLC
Program-Related Investment	$10,000	$10,000	2024-06	2027-06	MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST UNTIL MATURITY DATE	12.5	None	To support businesses that are contributing to the creative economy in the greater Chicago region.	Cash	$10,000
Pylone LLC
Program-Related Investment	$10,000	$10,000	2024-08	2027-08	MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST UNTIL MATURITY DATE	13.0	None	To support businesses that are contributing to the creative economy in the greater Chicago region.	Cash	$10,000
Savory Crust LLC
Program-Related Investment	$10,000	$10,000	2024-08	2027-08	MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST UNTIL MATURITY DATE	11.5	None	To support businesses that are contributing to the creative economy in the greater Chicago region.	Cash	$10,000
ROCKaBLOCK LLC
Program-Related Investment	$10,000	$10,000	2024-09	2027-10	MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST UNTIL MATURITY DATE	12.75	None	To support businesses that are contributing to the creative economy in the greater Chicago region.	Cash	$10,000
Inergy Nightclub Corp
Program-Related Investment	$10,000	$10,000	2024-09	2028-03	MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST UNTIL MATURITY DATE	13.75	None	To support businesses that are contributing to the creative economy in the greater Chicago region.	Cash	$10,000
Ecodunia LLC
Program-Related Investment	$10,000	$10,000	2024-10	2029-10	MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST UNTIL MATURITY DATE	12.5	None	To support businesses that are contributing to the creative economy in the greater Chicago region.	Cash	$10,000
Black Figures Bookstore
Program-Related Investment	$10,000	$10,000	2023-07	2026-07	MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST UNTIL MATURITY DATE	10.75	None	To support businesses that are contributing to the creative economy in the greater Chicago region.	Cash	$10,000
MONDAY COFFEE COMPANY LLC
Program-Related Investment	$10,000	$10,000	2023-06	2028-07	MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST UNTIL MATURITY DATE	13.5	None	To support businesses that are contributing to the creative economy in the greater Chicago region.	Cash	$10,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES	$11,680,980	$11,680,980
ADMINISTRATOR AND MANAGEMENT FEES	$1,722,947		$1,722,947
CONSULTING FEES	$270,948		$270,948
PROFESSIONAL SERVICES	$1,500		$1,500

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
NORTHERN TRUST - FOREIGN TAXES	$1,298,547	$1,298,168
PASS-THROUGH - FOREIGN TAXES	$662,951	$662,951