ADVOCATES FOR CLIMATE INNOVATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ADVOCATES FOR CLIMATE INNOVATION (EIN 13-3748063)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-20
- IRS object ID
- 202522939349100122
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Dissolution Stmt
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-20T16:12:03-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101670008 | 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 | 133748063 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVOCATES FOR CLIMATE INNOVATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADVO | BusinessNameControlTxt |
| Phone | 9173555346 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 287 PARK AVENUE SOUTH 210 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100104573 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER T ULLMAN | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 9173555346 | PhoneNum |
| Signature | 2025-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH L ALI CPA | PreparerPersonNm |
| PTIN | P02093808 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2025-10-20 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,472,703 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,844,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21,968 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,968 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $21,968 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $259,873 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $275,272 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $275,272 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,543,145 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,289,381 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $921,878 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $56,408 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $209,023 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $68,023 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $7,878,009 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,219,118 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $421,671 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $631,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $31,849 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $45,420 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $586,354 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $383,577 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $7,021 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $16,153 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $368,433 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $256,813 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $8,080 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $13,733 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $244,268 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $59,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $26,044 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $50,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $47,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $725,841 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $118,105 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $148,519 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $767,853 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,104 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $242 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $242 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $10,000 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $265,770 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,020 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $16,255 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $261,095 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $72,225 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $2,604 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $69,621 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $15,241 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $68 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $15,173 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $57,484 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,121 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $8,466 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,432 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,541,055 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $183,438 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $251,460 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,430,273 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,338,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,797,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,879,505 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $183,438 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $251,460 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,227,723 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,001,496 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,035,680 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $170,211 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $777,232 | CashBOYAmt |
| Cash EOY | $1,825,958 | CashEOYAmt |
| Cash EOYFMV | $1,825,958 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $207,053 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,076,932 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,076,932 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $825,000 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $3,550,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $3,550,000 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $25,578 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,500 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,500 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $874,123 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,128,069 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $13,732,598 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $282,693 | OtherAssetsBOYAmt |
| Other Assets EOY | $16,313 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $16,313 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,852,346 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,472,703 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,472,703 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $376,463 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $192,443 | AccountsPayableEOYAmt |
| Grants Payable BOY | $600,000 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $294,383 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $27,165 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,270,846 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $219,608 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,169,625 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,253,095 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $411,875 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,581,500 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,253,095 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,852,346 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,472,703 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,581,500 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,001,496 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,333,427 | OtherIncreasesAmt |
| Subtotal | $13,913,431 | SubtotalAmt |
| Other Decreases | $6,660,336 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,253,095 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (SHORT-TERM) | $381,777 | $355,143 | $26,634 | $26,634 | |||
| PUBLICLY TRADED SECURITIES (LONG-TERM) | $4,441,077 | $3,746,403 | $694,674 | $694,674 | |||
| GLOBAL DISTRESSED OPPORTUNITIES CAYMAN UNIT TRUST | $8,384 | $26,933 | -$18,549 | -$18,549 | P | 2003-12-11 | 2024-11-19 |
| THRU SCH K-1 DYNAMIC EQUITY MANAGERS: PORTFOLIO 2 [SERIES] | $29,774 | $29,774 | P | ||||
| THRU SCH K-1 DYNAMIC EQUITY MANAGERS: PORTFOLIO 2 [SERIES] | $159,932 | $159,932 | P | ||||
| THRU SCH K-1 EDGEWATER GROWTH CAPITAL PARTNERS, L.P. | $6,764 | $6,764 | P | ||||
| THRU SCH K-1 EDGEWATER GROWTH CAPITAL PARTNERS II, L.P. | $22,649 | $22,649 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $921,878 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $56,408 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,396 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,396 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,396 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,548 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,548 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $25 | EsPenaltyAmt |
| Overpayment | $9,127 | OverpaymentAmt |
| Applied To ES Tax | $9,127 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IGOR GOLDENBERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9173555346 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 287 PARK AVENUE SOUTH 210 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100104573 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE H LINDEN | ||||||||
| 287 PARK AVENUE SOUTH SUITE 210 | NEW YORK | NY | 100104573 | TRUSTEE | 40.00 | $0 | $0 | $0 |
| DANA WECHSLER LINDEN | ||||||||
| 287 PARK AVENUE SOUTH SUITE 210 | NEW YORK | NY | 100104573 | TRUSTEE (RESIGNED 12/13/2024) | 1.00 | $0 | $0 | $0 |
| WILLIAM J ROBERTS | ||||||||
| 287 PARK AVENUE SOUTH SUITE 210 | NEW YORK | NY | 100104573 | TRUSTEE (APPOINTED 12/13/2024) | 1.00 | $0 | $0 | $0 |
| ROGER T ULLMAN | ||||||||
| 287 PARK AVENUE SOUTH SUITE 210 | NEW YORK | NY | 100104573 | TRUSTEE (APPOINTED 12/13/2024), CHAIR | 40.00 | $631,500 | $106,219 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ANNA C GIORGI | ||||||||
| 287 PARK AVENUE SOUTH SUITE 210 | NEW YORK | NY | 100104573 | PROGRAM OFFICER | 40.00 | $200,000 | $49,353 | $0 |
| IGOR GOLDENBERG | ||||||||
| 287 PARK AVENUE SOUTH SUITE 210 | NEW YORK | NY | 100104573 | DIRECTOR OF FINANCE | 24.00 | $136,800 | $18,753 | $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 |
|---|---|---|---|---|---|
| RHODIUM GROUP LLC | |||||
| 5 COLUMBUS CIRCLE SUITE 1801 | NEW YORK | NY | 100191471 | PROGRAM RELATED CONSULTANTS | $330,221 |
| ERNST & YOUNG LLP | |||||
| 1 MANHATTAN W 6TH FLOOR | NEW YORK | NY | 100018604 | PROGRAM RELATED CONSULTANTS | $207,500 |
| CASSIDY & ASSOCIATES INC | |||||
| 607 14TH STREET SUITE 400 | WASHINGTON | DC | 200052073 | PROGRAM RELATED CONSULTANTS | $168,000 |
| GOLDMAN SACHS & CO LLC | |||||
| 200 WEST STREET | NEW YORK | NY | 102822102 | INVESTMENT MANAGEMENT AND ADVISORY | $117,305 |
| CORRIDOR PARTNERS LLC | |||||
| PO BOX 20332 | NEW YORK | NY | 100010007 | PROGRAM RELATED CONSULTANTS | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CLIMATE POLICY INITIATIVES: SEEKS TO (1) GAIN THE INCLUSION OF CARBON DIOXIDE REMOVAL, ONE OF THE MAJOR NECESSARY COMPONENTS OF A GLOBAL CLIMATE SOLUTION, IN U.S. CLIMATE POLICY, AND (2) ADVANCE U.S. POLICY SUPPORT FOR NEXT-GENERATION GEOTHERMAL POWER. | Description1Txt |
| Expenses1 | $2,265,140 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,524,314 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $820,732 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,345,046 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,345,046 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $275,176 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,069,870 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $903,494 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,227,723 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $20,227,723 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2015-03-20 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $170,211 | CurrentYearAmt |
| Year1 | $282,025 | Year1Amt |
| Year2 | $228,661 | Year2Amt |
| Year3 | $374,514 | Year3Amt |
| Total | $1,055,411 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $144,679 | CurrentYearAmt |
| Year1 | $239,721 | Year1Amt |
| Year2 | $194,362 | Year2Amt |
| Year3 | $318,337 | Year3Amt |
| Total | $897,099 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $20,227,723 | CurrentYearAmt |
| Year1 | $3,658,759 | Year1Amt |
| Year2 | $4,344,146 | Year2Amt |
| Year3 | $6,388,665 | Year3Amt |
| Total | $34,619,293 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $17,962,583 | CurrentYearAmt |
| Year1 | $1,776,533 | Year1Amt |
| Year2 | $2,389,711 | Year2Amt |
| Year3 | $4,318,161 | Year3Amt |
| Total | $26,446,988 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,265,140 | CurrentYearAmt |
| Year1 | $1,882,226 | Year1Amt |
| Year2 | $1,954,435 | Year2Amt |
| Year3 | $2,070,504 | Year3Amt |
| Total | $8,172,305 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $602,329 | CurrentYearAmt |
| Year1 | $594,142 | Year1Amt |
| Year2 | $648,974 | Year2Amt |
| Year3 | $564,871 | Year3Amt |
| Total | $2,410,316 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWRENCE H LINDEN | ContributingManagerNm |
| Contributing Manager | DANA WECHSLER LINDEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BIPARTISAN POLICY CENTER | ||||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 200053914 | N/A | PC | CARBON DIOXIDE REMOVAL | $100,000 | |
| CARBON 180 | ||||||||
| 1111 BROADWAY 3RD FLOOR | OAKLAND | CA | 946074139 | N/A | PC | CARBON DIOXIDE REMOVAL | $227,500 | |
| CENTER ON GLOBAL ENERGY POLICY AT COLUMBIA UNIVERSITY SIPA | ||||||||
| 1255 AMSTERDAM AVENUE | NEW YORK | NY | 100275927 | N/A | PC | UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT | $34,000 | |
| CLEAN AIR TASK FORCE | ||||||||
| 114 STATE STREET 6TH FLOOR | BOSTON | MA | 021092421 | N/A | PC | CDR - ZERO CARBON GOAL | $100,000 | |
| DONOR ADVISED CHARITABLE GIVING INC | ||||||||
| 211 MAIN STREET | SAN FRANCISCO | CA | 941051905 | N/A | PC | GEOTHERMAL POWER PROGRAM | $100,000 | |
| ENERGY FUTURES INITIATIVE INC | ||||||||
| 900 17TH STREET NW SUITE 1100 | WASHINGTON | DC | 200062592 | N/A | PC | CDR ANALYSIS AND EDUCATION | $75,000 | |
| GREAT PLAINS INSTITUTE FOR SUSTAINABLE DEVELOPMENT | ||||||||
| 2801 21ST AVENUE S SUITE 220 | MINNEAPOLIS | MN | 554071229 | N/A | PC | CARBON DIOXIDE REMOVAL | $75,000 | |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | ||||||||
| 740 15TH STREET NW SUITE 700 | WASHINGTON | DC | 200051036 | N/A | PC | UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT | $50,000 | |
| LINDEN CLIMATE FUND INC | ||||||||
| 41 RIVERSIDE DRIVE | NEW YORK | NY | 100246803 | N/A | PF | ENDOWMENT GRANT | $16,016,950 | |
| MALIASILI INITIATIVES INC | ||||||||
| 4 CARMICHAEL STREET UNIT 111 PMB | ESSEX JUNCTION | VT | 054523195 | N/A | PC | UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT | $5,000 | 193 |
| NATIONAL WILDLIFE FEDERATION | ||||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 201905362 | N/A | PC | ADVANCING CDR | $175,000 | |
| NEW YORK LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | ||||||||
| 740 15TH STREET NW SUITE 700 | WASHINGTON | DC | 200051036 | N/A | PC | UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT | $5,000 | |
| OPEN SPACE INSTITUTE | ||||||||
| 1370 BROADWAY 5TH FLOOR | NEW YORK | NY | 100187350 | N/A | PC | UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT | $10,000 | |
| OUR ENERGY POLICY FOUNDATION | ||||||||
| 607 14TH STREET NW SUITE 560 | WASHINGTON | DC | 200052373 | N/A | PF | UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT | $1,000 | |
| RESOURCES FOR THE FUTURE | ||||||||
| 1616 P STREET NW | WASHINGTON | DC | 200361434 | N/A | PC | UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT | $50,000 | |
| RESOURCES FOR THE FUTURE | ||||||||
| 1616 P STREET NW | WASHINGTON | DC | 200361434 | N/A | PC | UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT | $25,000 | |
| ROCKEFELLER FAMILY FUND | ||||||||
| 475 RIVERSIDE DRIVE ROOM 900 | NEW YORK | NY | 101150066 | N/A | PC | UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT | $10,000 | |
| SEEC INSTITUTE | ||||||||
| 611 PENNSYLVANIA AVE SE SUITE 150 | WASHINGTON | DC | 200034303 | N/A | PC | UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT | $10,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 222031637 | N/A | PC | UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT | $138,000 | |
| TRUSTEES OF PRINCETON UNIVERSITY | ||||||||
| 701 CARNEGIE CENTER SUITE 445 | PRINCETON | NJ | 085406242 | N/A | PC | DAC DEPLOYMENT | $50,000 | |
| WORLD RESOURCES INSTITUTE | ||||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 200024252 | N/A | PC | UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT | $150,000 | |
| WORLD RESOURCES INSTITUTE | ||||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 200024252 | N/A | PC | CARBON REMOVAL ALLIANCE | $175,000 | |
| WORLD RESOURCES INSTITUTE | ||||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 200024252 | N/A | PC | CARBON DIOXIDE REMOVAL | $115,000 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 200371124 | N/A | PC | UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,797,450 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,968 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $259,873 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,543,145 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| ORGANIZATION ADMINISTRATIVE INCOME | $68,023 | ||
| RESCINDED GRANTS | 01 | $141,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,965,986 | ExclusionAmt |
| Related Or Exempt Function Incm | $68,023 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,034,009 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11B | LineNumberTxt |
| Relationship Statement | THE FOUNDATION HAS ENTERED INTO A SHARED SERVICES AGREEMENT WITH CLIMATE INNOVATION ACTION, INC. (THE ORGANIZATION"), AN IRS RECOGNIZED ORGANIZATION DESCRIBED UNDER IRS CODE SECTION 501(C)(4), GOVERNING THE ALLOCATED COSTS OF THE ORGANIZATION'S USE OF THE FOUNDATION'S PAID STAFF AND FACILITIES. DURING THE YEAR ENDED DECEMBER 31, 2024, THE ORGANIZATION REIMBURSED THE FOUNDATION $35,418 OF SHARED SERVICE AGREEMENT FEES AND $32,605 OF REIMBURSED EXPENSES. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | Yes (1) | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | Yes (1) | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (2 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| CLIMATE INNOVATION ACTION INC | ||
| 1b(4) | $32,605 | ADVOCATES FOR CLIMATE INNOVATION (THE "TRUST") HAS ENTERED INTO A SHARED SERVICES AGREEMENT WITH CLIMATE INNOVATION ACTION, INC. (THE ORGANIZATION"), AN IRS RECOGNIZED ORGANIZATION DESCRIBED UNDER IRS CODE SECTION 501(C)(4), GOVERNING THE ALLOCATED COSTS OF THE ORGANIZATION'S USE OF THE TRUST'S PAID STAFF AND FACILITIES. DURING THE YEAR ENDED DECEMBER 31, 2024, THE ORGANIZATION REIMBURSED THE TRUST $32,605 FOR SHARED COSTS. |
| CLIMATE INNOVATION ACTION INC | ||
| 1c | $35,418 | ADVOCATES FOR CLIMATE INNOVATION (THE "TRUST") HAS ENTERED INTO A SHARED SERVICES AGREEMENT WITH CLIMATE INNOVATION ACTION, INC. (THE ORGANIZATION"), AN IRS RECOGNIZED ORGANIZATION DESCRIBED UNDER IRS CODE SECTION 501(C)(4), GOVERNING THE ALLOCATED COSTS OF THE ORGANIZATION'S USE OF THE TRUST'S PAID STAFF AND FACILITIES. DURING THE YEAR ENDED DECEMBER 31, 2024, THE ORGANIZATION PAID THE TRUST $35,418 FOR SHARING FACILITIES, EQUIPMENT AND PAID EMPLOYEES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIMATE INNOVATION ACTION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(4) | OrganizationTypeDesc |
| Relationship Description | ADVOCATES FOR CLIMATE INNOVATION (THE "TRUST") HAS ENTERED INTO A SHARED SERVICES AGREEMENT WITH CLIMATE INNOVATION ACTION, INC. (THE ORGANIZATION") GOVERNING THE ALLOCATION OF COSTS AND REIMBURSEMENT OF EXPENSES FROM THE ORGANIZATION FOR THE USE OF THE TRUST'S COMPENSATED STAFF, EQUIPMENT AND FACILITIES. THE ORGANIZATION'S BOARD PRESIDENT ALSO SERVES AS A COMPENSATED OFFICER AND TRUSTEE OF THE TRUST, AND THEREFORE COMMON CONTROL IS PRESENT. | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ALEXANDER FOUNDATION INC | ||||||
| 1 | C/O RUANE CUNNIFF LP 45 ROCKEFELLER | NEW YORK | NY | 101110228 | $1,300,000 | Yes (X) |
| GRANTHAM FOUNDATION FOR THE PROTECTION OF THE ENVIRONMENT | ||||||
| 2 | 53 STATE STREET 33RD FLOOR | BOSTON | MA | 021092820 | $4,000,000 | Yes (X) |
| CARLA AND DAVID CRANE FOUNDATION | ||||||
| 3 | 121 STEUART STREET | SAN FRANCISCO | CA | 941051236 | $544,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION | CategoryTxt |
| Amt | $50,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $47,000 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDEN CLIMATE FUND INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 RIVERSIDE DRIVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100246803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | CASH AND SECURITIES. SECURITIES WERE VALUED AT FAIR MARKET VALUE ON THE TRANSFER DATE USING QUOTED SELLING PRICES. NO CONSIDERATION WAS RECEIVED BY THE FOUNDATION AND THE RECIPIENT ASSUMED NO LIABILITIES. | ShortExplanationTxt |
| Dissolution | $16,016,950 | DissolutionAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| LINDEN CLIMATE FUND INC | ||||||||||
| 41 RIVERSIDE DRIVE | NEW YORK | NY | 100246803 | 2024-11-19 | $16,016,950 | ENDOWMENT GRANT | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | THE FOUNDATION HAS NOT UNDERTAKEN AN INVESTIGATION OF THE GRANTEE'S REPORTS BECAUSE THE FOUNDATION HAS NO REASON TO BELIEVE THAT THOSE REPORTS ARE OF DUBIOUS ACCURACY OR RELIABILITY. | ||
| OUR ENERGY POLICY FOUNDATION | ||||||||||
| 607 14TH STREET NW SUITE 560 | WASHINGTON | DC | 200052373 | 2024-03-05 | $1,000 | UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | THE FOUNDATION HAS NOT UNDERTAKEN AN INVESTIGATION OF THE GRANTEE'S REPORTS BECAUSE THE FOUNDATION HAS NO REASON TO BELIEVE THAT THOSE REPORTS ARE OF DUBIOUS ACCURACY OR RELIABILITY. | $1,000 | 12/31/2024 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| DYNAMIC EQUITY MANAGERS: PORTFOLIO 2 [SERIES] | PURCHASED | 2024-10 | $1,458,143 | $618,579 | COST | $0 | $839,564 |
| EDGEWATER GROWTH CAPITAL PARTNERS, L.P. | PURCHASED | COST | $0 | $306 | |||
| EDGEWATER GROWTH CAPITAL PARTNERS II, L.P. | PURCHASED | COST | $0 | $516 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DURING THE YEAR ENDED DECEMBER 31, 2024, THE FOUNDATION MADE A SIGNIFICANT DISPOSITION OF ASSETS CONSTITUTING A "SUBSTANTIAL CONTRACTION" AS DEFINED IN THE INSTRUCTIONS TO FORM 990-PF. THE FOUNDATION DISTRIBUTED $16,016,950, WHICH IS 86% OF BEGINNING-OF-YEAR NET ASSETS OF $18,581,500, IN AN ENDOWMENT GRANT TO LINDEN CLIMATE FUND INC, A PRIVATE NON-OPERTING FOUNDATION WITHIN THE MEANING OF SECTION 509(A), PURSUANT TO A BOARD-APPROVED GRANT. THE FOUNDATION CONTINUES TO OPERATE AND IS NOT LIQUIDATING, TERMINATING, OR DISSOLVING. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL AND ADMINISTRATIVE LEGAL COUNSEL | CategoryTxt |
| Legal Fees | $59,500 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $26,044 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INVESTMENT INCOME | $71,765 | ||
| RIGHT OF USE ASSETS - OPERATING LEASES, NET | $210,928 | $16,313 | $16,313 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED DEPRECIATION OF INVESTMENTS | $6,135,336 |
| RESCINDED CONTRIBUTIONS | $525,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $100 | $0 | $0 | $100 |
| INSURANCE | $12,677 | $0 | $0 | $12,677 |
| MEMBERSHIP DUES | $1,115 | $0 | $0 | $1,115 |
| OFFICE AND OTHER EXPENSES | $28,990 | $0 | $271 | $16,365 |
| OFFICE FURNISHING AND EQUIPMENT | $14,602 | $0 | $74 | $4,175 |
| OTHER DEDUCTIONS THRU SCHEDULE K-1'S | $0 | $8,121 | $8,121 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| ORGANIZATION ADMINISTRATIVE INCOME | $68,023 | $68,023 |
| RESCINDED GRANTS | $141,000 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED FEDERAL EXCISE TAX PROVISION | $74,700 |
| DIFFERENCE BETWEEN FAIR MARKET VALUE AND BOOK VALUE OF DONATED SECURITIES | $7,258,727 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX | $74,700 | $0 |
| FEDERAL EXCISE TAX PAYABLE | $0 | $10,178 |
| LEASE LIABILITY | $219,683 | $16,987 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INFORMATION TECHNOLOGY CONSULTANT | $24,646 | $0 | $414 | $24,232 |
| INVESTMENT MANAGEMENT AND ADVISORY | $118,105 | $118,105 | $118,105 | $0 |
| PROGRAM RELATED CONSULTANTS | $583,090 | $0 | $30,000 | $743,621 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $23,104 | $0 | $0 | $10,000 |
| FOREIGN TAXES WITHHELD THRU SCHEDULE K-1'S | $0 | $242 | $242 | $0 |