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ZERO CARBON GOAL 100000 DONOR ADVISED CHARITABLE GIVING INC 211 MAIN STREET SAN FRANCISCO CA 941051905 N/A PC GEOTHERMAL POWER PROGRAM 100000 ENERGY FUTURES INITIATIVE INC 900 17TH STREET NW SUITE 1100 WASHINGTON DC 200062592 N/A PC CDR ANALYSIS AND EDUCATION 75000 GREAT PLAINS INSTITUTE FOR SUSTAINABLE DEVELOPMENT 2801 21ST AVENUE S SUITE 220 MINNEAPOLIS MN 554071229 N/A PC CARBON DIOXIDE REMOVAL 75000 LEAGUE OF CONSERVATION VOTERS EDUCATION FUND 740 15TH STREET NW SUITE 700 WASHINGTON DC 200051036 N/A PC UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT 50000 LINDEN CLIMATE FUND INC 41 RIVERSIDE DRIVE NEW YORK NY 100246803 N/A PF ENDOWMENT GRANT 16016950 MALIASILI INITIATIVES INC 4 CARMICHAEL STREET UNIT 111 PMB 193 ESSEX JUNCTION VT 054523195 N/A PC UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT 5000 NATIONAL WILDLIFE FEDERATION 11100 WILDLIFE CENTER DRIVE RESTON VA 201905362 N/A PC ADVANCING CDR 175000 NEW YORK LEAGUE OF CONSERVATION VOTERS EDUCATION FUND 740 15TH STREET NW SUITE 700 WASHINGTON DC 200051036 N/A PC UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT 5000 OPEN SPACE INSTITUTE 1370 BROADWAY 5TH FLOOR NEW YORK NY 100187350 N/A PC UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT 10000 OUR ENERGY POLICY FOUNDATION 607 14TH STREET NW SUITE 560 WASHINGTON DC 200052373 N/A PF UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT 1000 RESOURCES FOR THE FUTURE 1616 P STREET NW WASHINGTON DC 200361434 N/A PC UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT 50000 RESOURCES FOR THE FUTURE 1616 P STREET NW WASHINGTON DC 200361434 N/A PC UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT 25000 ROCKEFELLER FAMILY FUND 475 RIVERSIDE DRIVE ROOM 900 NEW YORK NY 101150066 N/A PC UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT 10000 SEEC INSTITUTE 611 PENNSYLVANIA AVE SE SUITE 150 WASHINGTON DC 200034303 N/A PC UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT 10000 THE NATURE CONSERVANCY 4245 N FAIRFAX DRIVE SUITE 100 ARLINGTON VA 222031637 N/A PC UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT 138000 TRUSTEES OF PRINCETON UNIVERSITY 701 CARNEGIE CENTER SUITE 445 PRINCETON NJ 085406242 N/A PC DAC DEPLOYMENT 50000 WORLD RESOURCES INSTITUTE 10 G STREET NE SUITE 800 WASHINGTON DC 200024252 N/A PC UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT 150000 WORLD RESOURCES INSTITUTE 10 G STREET NE SUITE 800 WASHINGTON DC 200024252 N/A PC CARBON REMOVAL ALLIANCE 175000 WORLD RESOURCES INSTITUTE 10 G STREET NE SUITE 800 WASHINGTON DC 200024252 N/A PC CARBON DIOXIDE REMOVAL 115000 WORLD WILDLIFE FUND 1250 24TH STREET NW WASHINGTON DC 200371124 N/A PC UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT 100000 17797450 0 14 21968 14 259873 18 1543145 ORGANIZATION ADMINISTRATIVE INCOME 68023 RESCINDED GRANTS 01 141000 0 1965986 68023 2034009 11B 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. 0 0 0 0 0 1 0 0 1 1b(4) 32605 CLIMATE INNOVATION ACTION INC 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. 1c 35418 CLIMATE INNOVATION ACTION INC 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. 1 CLIMATE INNOVATION ACTION INC 501(C)(4) 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. X X 1 ALEXANDER FOUNDATION INC C/O RUANE CUNNIFF LP 45 ROCKEFELLER NEW YORK NY 101110228 1300000 X 2 GRANTHAM FOUNDATION FOR THE PROTECTION OF THE ENVIRONMENT 53 STATE STREET 33RD FLOOR BOSTON MA 021092820 4000000 X 3 CARLA AND DAVID CRANE FOUNDATION 121 STEUART STREET SAN FRANCISCO CA 941051236 544000 X FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION 50000 0 0 47000 LINDEN CLIMATE FUND INC 41 RIVERSIDE DRIVE NEW YORK NY 100246803 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. 16016950 LINDEN CLIMATE FUND INC 41 RIVERSIDE DRIVE NEW YORK NY 100246803 2024-11-19 16016950 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 1000 UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT 1000 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. 12/31/2024 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. DYNAMIC EQUITY MANAGERS: PORTFOLIO 2 [SERIES] PURCHASED 2024-10 1458143 618579 COST 0 839564 EDGEWATER GROWTH CAPITAL PARTNERS, L.P. PURCHASED COST 0 306 EDGEWATER GROWTH CAPITAL PARTNERS II, L.P. PURCHASED COST 0 516 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. GENERAL AND ADMINISTRATIVE LEGAL COUNSEL 59500 0 0 26044 ACCRUED INVESTMENT INCOME 71765 RIGHT OF USE ASSETS - OPERATING LEASES, NET 210928 16313 16313 UNREALIZED DEPRECIATION OF INVESTMENTS 6135336 RESCINDED CONTRIBUTIONS 525000 BANK FEES 100 0 0 100 INSURANCE 12677 0 0 12677 MEMBERSHIP DUES 1115 0 0 1115 OFFICE AND OTHER EXPENSES 28990 0 271 16365 OFFICE FURNISHING AND EQUIPMENT 14602 0 74 4175 OTHER DEDUCTIONS THRU SCHEDULE K-1'S 0 8121 8121 0 ORGANIZATION ADMINISTRATIVE INCOME 68023 68023 RESCINDED GRANTS 141000 0 DEFERRED FEDERAL EXCISE TAX PROVISION 74700 DIFFERENCE BETWEEN FAIR MARKET VALUE AND BOOK VALUE OF DONATED SECURITIES 7258727 DEFERRED FEDERAL EXCISE TAX 74700 0 FEDERAL EXCISE TAX PAYABLE 0 10178 LEASE LIABILITY 219683 16987 INFORMATION TECHNOLOGY CONSULTANT 24646 0 414 24232 INVESTMENT MANAGEMENT AND ADVISORY 118105 118105 118105 0 PROGRAM RELATED CONSULTANTS 583090 0 30000 743621 FEDERAL EXCISE TAX 23104 0 0 10000 FOREIGN TAXES WITHHELD THRU SCHEDULE K-1'S 0 242 242 0