THE V KANN RASMUSSEN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE V KANN RASMUSSEN FOUNDATION INC (EIN 46-2283123)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-03-24
- IRS object ID
- 202630839349100623
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-24T13:19:58-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462283123 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | V KANN RASMUSSEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VKAN | BusinessNameControlTxt |
| Phone | 2128124268 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 RIVERSIDE DRIVE 900 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRENE KRARUP | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2128124268 | PhoneNum |
| Signature | 2026-03-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2026-03-24 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $85,269,622 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $594,000 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,562,480 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,624,851 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,972,394 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,237,522 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,227 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $117,253 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,223,078 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,917,255 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $44,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $44,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $359,778 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $359,778 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $20,803 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $20,803 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $84,881 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $84,881 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $144,794 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $128,594 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $312,900 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $208,802 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $104,098 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $30,964 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,277 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30,710 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $96,986 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $96,986 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $159,218 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $159,218 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $61,683 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,322,393 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61,683 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,291,320 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,592,869 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,060,041 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,105,392 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,105,392 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,396,712 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,592,869 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,165,433 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,173,634 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,324,386 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $306,103 | CashBOYAmt |
| Cash EOY | $174,098 | CashEOYAmt |
| Cash EOYFMV | $174,098 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $966,479 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,024,770 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,024,770 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $200,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $200,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $200,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $200,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $5,933,477 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,517,837 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,517,837 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,568,117 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,439,413 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,439,413 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,868,579 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,988,619 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,988,619 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $73,393,054 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $69,924,885 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $69,924,885 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $88,235,809 | TotalAssetsBOYAmt |
| Total Assets EOY | $85,269,622 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $85,269,622 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $84,822,071 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $82,662,660 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $3,413,738 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $2,606,962 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $88,235,809 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $85,269,622 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $88,235,809 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $85,269,622 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $88,235,809 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,173,634 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,207,447 | OtherIncreasesAmt |
| Subtotal | $85,269,622 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $85,269,622 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $6,431,053 | $6,167,774 | $263,279 | $263,279 | |
| HALL CAPITAL PARTNERS | $35,000 | $35,000 | $0 | $0 | P |
| GENERATION IM CLIMATE SOLUTIONS FUND II | $313,556 | $313,556 | $313,556 | P | |
| INCLUSIVE CAPITAL PARTNERS SPRING INTL LP | $21,821 | $21,821 | $21,821 | P | |
| CHILDREN'S INVESTMENT FUND | $1,500,000 | $1,500,000 | $0 | $0 | P |
| CAMDEN PRIVATE CAPITAL III, LLC | $16,450 | $16,450 | P | ||
| GENERATION IM GLOBAL EQUITY FUND, LLC | $469,933 | $469,933 | P | ||
| GLOBAL RENEWABLE POWER II | $3,853 | $3,853 | P | ||
| METROPOLITAN REAL ESTATE PARTNERS INTL III, LP | $206 | $206 | P | ||
| METROPOLITAN REAL ESTATE PARTNERS VI, LP | $55 | $55 | P | ||
| MORGAN CREEK PARTNERS II, L.P. | $47,563 | $47,563 | P | ||
| SAFER MADE LP | -$146 | -$146 | P | ||
| SJF VENTURES III, LP | $1,285 | $1,285 | P | ||
| SJF VENTURES IV, LP | $28,771 | $28,771 | P | ||
| SONEN CAPITAL GLOBAL SUSTAINABLE REAL ASSETS FUND I | $13,955 | $13,955 | P | ||
| THE LYME FOREST FUND IV TE, LP | $208 | $208 | P | ||
| TECHNOLOGY IMPACT FUND | -$1,186 | -$1,186 | P | ||
| OWNERSHIP CAPITAL GLOBAL EQUITY FUND | $629,738 | $629,738 | P | ||
| G2VP I | -$171,461 | -$171,461 | P | ||
| ECOSYSTEM INVESTMENT PARTNERS III | -$2,971 | -$2,971 | P | ||
| MONDRIAN IEQ ESG | $156,870 | $156,870 | P | ||
| SUSTAINABLE ASSET FUND II (CAYMAN), LP | $742,143 | $742,143 | P | ||
| THE LYME FOREST FUND V, TE LP | $13,945 | $13,945 | P | ||
| NEW ENERGY INVESTORS III | $199,965 | $199,965 | P | ||
| RENEWAL4 US LIMITED PARTNERSHIP | -$173 | -$173 | P | ||
| ECOSYSTEM INTEGRITY FUND IV | -$112,082 | -$112,082 | P | ||
| CLEAN ENERGY FUND, L.P | $323,848 | $323,848 | P | ||
| AZOLLA VENTURES CATALYTIC FUND I, LP | $58,182 | $58,182 | P | ||
| AZOLLA VENTURES FULL-CYCLE FUND I | $29,416 | $29,416 | P | ||
| REDWOOD GROVE CAPITAL FUND | $190,499 | $190,499 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,237,522 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $46,209 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $46,209 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $46,209 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $143,431 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $143,431 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $97,222 | OverpaymentAmt |
| Applied To ES Tax | $97,222 | 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 | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.VKRF.ORG | WebsiteAddressTxt |
| Individual With Books | IRENE KRARUP | IndividualWithBooksNm |
| Phone | 2128124268 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 RIVERSIDE DRIVE STE 900 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10115 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| KRISTIAN KANN RASMUSSEN | ||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | DIRECTOR AND CHAIR | 2.00 | $0 | $0 | $0 |
| ASTRID KANN-RASMUSSEN SEE STMT 14 | ||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | DIRECTOR AND VICE CHAIR | 1.00 | $10,000 | $0 | $0 |
| ANDREW BOWMAN | ||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | DIRECTOR AND TREASURER | 1.50 | $20,000 | $0 | $0 |
| KRISTIAN CEDERVALL LAUTA STMT 14 | ||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | DIRECTOR | 1.00 | $10,000 | $0 | $0 |
| DIANE IVES | ||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | DIRECTOR | 1.00 | $10,000 | $0 | $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 |
|---|---|---|---|---|---|---|---|---|
| IRENE KRARUP | ||||||||
| 475 RIVERSIDE DRIVE NO 900 | NEW YORK | NY | 10115 | EXECUTIVE DIRECTOR | 40.00 | $295,134 | $504 | $0 |
| JENNIFER L KUPINSE | ||||||||
| 475 RIVERSIDE DRIVE NO 900 | NEW YORK | NY | 10115 | OPERATIONS AND GRANT | 18.00 | $64,644 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES | |||||||||
| 4100 NORTH FAIRFAX DR | ARLINGTON | VA | 22203 | INVESTMENT ADVISORY | $183,322 | ||||
| PKF O'CONNOR DAVIES | |||||||||
| 500 MAMARONECK AVENUE | HARRISON | NY | 10528 | AUDIT AND TAX SERVICES | $95,302 | ||||
| KHR ARCHITECTURE | |||||||||
| PROGRAMMATIC CONSULTANTS | $80,834 | KANONBADSVEJ 4 | COPENHAGEN K | DA | 1437 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $85,045,151 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,030,155 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $90,075,306 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $90,075,306 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,351,130 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $88,724,176 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,436,209 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,436,209 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $46,209 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $643 | IncomeTaxAmt |
| Total Tax | $46,852 | TotalTaxAmt |
| Distributable Before Adj | $4,389,357 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,389,357 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,389,357 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,165,433 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,165,433 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,389,357 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,000,690 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,338,475 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,760,531 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,507,485 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,867,885 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,475,066 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,165,433 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,389,357 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,776,076 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,251,142 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,000,690 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,250,452 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,338,475 | ExcessFromYear4Amt |
| Excess From Year3 | $3,760,531 | ExcessFromYear3Amt |
| Excess From Year2 | $3,507,485 | ExcessFromYear2Amt |
| Excess From Year1 | $3,867,885 | ExcessFromYear1Amt |
| Excess From Current Year | $4,776,076 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | V KANN RASMUSSEN FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 RIVERSIDE DRIVE NO 900 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128124271 | RecipientPhoneNum |
| Form And Info And Materials | SEE STATEMENT 13 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE STATEMENT 13 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 13 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | CityRecipientForeignAddress/CityNm | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CONFLUENCE PHILANTHROPY | ||||||||||||||
| 215 LEXINGTON AVENUE 10TH FL | NEW YORK | NY | 10016 | N/A | PC | MEMBERSHIP RENEWAL 3/1/25-2/28/26 | $5,500 | |||||||
| CONFLUENCE PHILANTHROPY | ||||||||||||||
| 215 LEXINGTON AVENUE 10TH FL | NEW YORK | NY | 10016 | N/A | PC | NATURE-BASED KEYNOTE CONFERENCE SPEAKER | $80,000 | |||||||
| UNITED NATIONS FOUNDATION | ||||||||||||||
| 1750 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20006 | N/A | PC | IN SUPPORT OF ASRA'S OPERATIONS AND CORE ACTIVITIES | $1,000,000 | 300 | ||||||
| UNIVERSITY OF READING | ||||||||||||||
| N/A | PC | IN SUPPORT OF THE "COGNITIVE FOUNDATIONS OF MULTISPECIES ORGANISATIONS" PROJECT | $244,540 | WHITEKNIGHTS PO BOX 2127 | READING | UK | RG6 6AH | |||||||
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||||||||
| 45 FRNACIS AVE | CAMBRIDGE | MA | 02138 | N/A | PC | SUPPORT FOR A SCIENTIFIC CONFERENCE ON NATURE WITHIN THE DIVINITY SCHOOL | $370,810 | |||||||
| UNIVERSITY OF COPENHAGEN | ||||||||||||||
| N/A | PC | IN SUPPORT OF THE CENTER FOR APPLIED ECOLOGY | $809,532 | NORREGADE 10 | COPENHAGEN | DA | DK-1017 | |||||||
| BEN-GURION UNIVERSITY | ||||||||||||||
| N/A | PC | IN SUPPORT OF THE "COLLECTIVE BEHAVIOR AND DECISION MAKING IN PLANTS" RESEARCH PROJECT | $242,650 | MIDRESHET BEN-GURION | IS | 8499000 | ||||||||
| EXPONENT PHILANTHROPY | ||||||||||||||
| PO BOX 65607 | WASHINGTON | DC | 20035 | N/A | PC | MEMBERSHIP RENEWAL 4/1/2025 - 3/31/2027 | $1,700 | |||||||
| URBAN SUSTAINABILITY DIRECTORS NETWORK | ||||||||||||||
| 500 WESTOVER DR 14973 | SANFORD | NC | 27330 | N/A | PC | IN SUPPORT OF CARBON NEUTRAL CITIES ALLIANCE'S PROJECT "DESIGNING URBAN CLIMATE GOVERNANCE FOR REGENERATIVE FUTURES" | $500,000 | |||||||
| OREGON STATE UNIVERSITY | ||||||||||||||
| 1500 SW JEFFERSON WAY | CORVALLIS | OR | 97331 | N/A | PC | IN SUPPORT OF "ALIGNING NATURE-CENTRISM WITH ORGANIZATIONAL STRUCTURE AND PURPOSE" PROJECT | $496,883 | |||||||
| ANGLIA RUSKIN UNIVERSITY | ||||||||||||||
| N/A | PC | IN SUPPORT OF THE PROJECT "SHIFTING MINDSETS IN THE ACTUARIAL PROFESSION: FROM NATURAL CAPITAL TO NATURE-CENTRISM" | $300,008 | BISHOP HALL LANE | ESSEX | UK | CM1 1SQ | CHELMSFORD | ||||||
| TRANSITION NETWORK | ||||||||||||||
| N/A | PC | IN SUPPORT OF THE PROJECT "ACCELERATING NATURE-CENTRIC DECISION-MAKING AND LIVING SYSTEMS THROUGH BIOREGIONAL GOVERNANCE PARTNERSHIPS" | $549,081 | 3B SWALLOWFIELD COURTYARD WOLVERHAM | WEST MIDLANDS | UK | B69 2JG | OLDBURY | TON RD | |||||
| TRANSITION NETWORK | ||||||||||||||
| N/A | PC | IN SUPPORT OF THE PROJECT "FIELD RECORDINGS FROM A THRUTOPIAN FUTURE" | $530,845 | 3B SWALLOWFIELD COURTYARD WOLVERHAM | WEST MIDLANDS | UK | B69 2JG | OLDBURY | TON RD | |||||
| UNITED NATIONS DEVELOPMENT PROGRAMME | ||||||||||||||
| 1 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | N/A | PC | IN SUPPORT OF "ADVANCING NATURE IN UNDP DEVELOPMENT THINKING AND PRACTICE FOR HUMAN DEVELOPMENT" PROJECT | $1,000,000 | |||||||
| THE UNIVERSITY OF SYDNEY - CAMPERDOWN | ||||||||||||||
| N/A | PC | IN SUPPORT OF THE "INCLUDING THE MORE-THAN-HUMAN IN DECISION MAKING" PROJECT | $620,268 | CORNER OF EASTERN AVENUE AND CITY | NEW SOUTH WALES | AS | 2006 | SYDNEY | ROAD | |||||
| CORPORACION MOVILIZATORIO | ||||||||||||||
| N/A | PC | EDUCATIONAL PROGRAMMING FOR DEVELOPMENT ASSISTANCE AND LOCAL ORGANIZATIONS IN NATURE-CENTRIC PLANNING | $437,245 | CRA 12A 780400 PISO 6 | BOGOTA | CO | 110221 | |||||||
| HET NIEUWE INSTITUUT | ||||||||||||||
| N/A | PC | IN SUPPORT OF THE "GROWING ZOOPS" PROJECT | $474,363 | MUSEUM PARK 25 | ROTTERDAM | NL | 30315 CB | |||||||
| CLUB OF ROME | ||||||||||||||
| N/A | PC | IN SUPPORT OF THE "EMBEDDING A NATURE-CENTRIC SYSTEMS APPROACH IN EU POLICYMAKING & GOVERNANCE" PROJECT | $441,967 | LAGERHAUSSTRASSE 9 | WINTERTHUR | SZ | 8400 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,105,392 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF COPENHAGEN | ||||||||||||
| NORREGADE 10 | COPENHAGEN | DA | DK-1017 | N/A | PC | IN SUPPORT OF THE CENTER FOR APPLIED ECOLOGY | $2,257,066 | |||||
| UNITED NATIONS FOUNDATION | ||||||||||||
| N/A | PC | CORE FUNDING FOR THE ACCELERATOR FOR SYSTEMIC RISK ASSESSMENT | $550,000 | 1750 PENNSYLVANIA AVENUE NW SUITE | 300 | WASHINGTON | DC | 20006 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,807,066 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,233 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $592,767 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,429 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | -$52,427 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,677,278 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| OTHER LOSS THROUGH K-1 | 901101 | $90,029 | 14 | -$90,029 |
| TAX REFUND | 01 | $51 | ||
| EXCHANGE GAIN OR LOSS | 01 | $2,747 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $38,835 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,184,243 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,223,078 | TotalIncomeProducingActyAmt |
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 | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING SERVICES | $35,198 | $0 | $35,198 |
| AUDIT AND TAX SERVICE | $95,302 | $0 | $79,102 |
| INTERNATIONAL TAX ADVICE | $14,294 | $0 | $14,294 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| SUPPLEMENTARY INFORMATION | FORM 990-PF, PART XV, LINE 2 | MISSION: THE URGENCY OF DEALING WITH UNSUSTAINABLE CONSUMPTION AND THE CONSEQUENTIAL IMPACTS TO OUR NATURAL SYSTEMS ARE THE OVERALL THEMES FOR THE V. KANN RASMUSSEN FOUNDATION. MOST RECENTLY, THE FOUNDATION HAS WORKED ON TOOLBOXES FOR EXPLORING AND WORKING WITH THE COMPLEX AND DYNAMIC PROCESSES INVOLVED IN MANY SOCIETAL AND NATURAL SYSTEMS SIMULTANEOUSLY REACHING IRREVERSIBLE TIPPING POINTS. WE WORK PRIMARILY ON INTERNATIONAL-LEVEL ISSUES. WHEN THEY SUPPORT INTERNATIONAL LEARNING TOOLS AND RESOURCES FOR MEANINGFUL ACTION, WE ENGAGE WITH A FEW NATIONAL AND PLACE-BASED LOCAL PROJECTS. WE FAVOR PROJECTS THAT: -CONSIDER ALL LIFE EQUALLY IMPORTANT -USE A SYSTEMS APPROACH TO ADDRESS ROOT CAUSES AND ACHIEVE CHANGE -TAKE STOCK OF AND TELL THE TRUTH ABOUT THE SCALE, COMPLEXITY, AND URGENCY OF DEALING WITH ENVIRONMENTAL PROBLEMS -ARE BASED ON ORIGINAL THINKING, CREATIVE IDEAS, AND EXPERIMENTATION -ALTER POWER DYNAMICS RELATED TO DECISION-MAKING AND INFLUENCE -HAVE INTERNATIONAL SIGNIFICANCE AND PERSPECTIVE, EVEN IF THEY ARE LOCALLY BASED OUR TYPICAL GRANTEES ARE INNOVATIVE NON-PROFIT ORGANIZATIONS WITH DEMONSTRATED LEADERSHIP IN DEVELOPING SPECIALIZED STRATEGIES, COMMUNICATING THEIR VISION, AND EFFECTIVE PROJECT PERFORMANCE. PROGRAM AREA:IN THE LAST FOUR YEARS, THE FOUNDATION HAS BEEN ENGAGED IN THE FOLLOWING PROGRAM AREAS: 1) CULTURAL RESILIENCE AND GLOBAL LEADERSHIP UNDER THE CONDITIONS OF ENVIRONMENTAL BREAKDOWN: -DEVELOPMENT OF SYSTEMS-LEVEL RESPONSES TO ECOLOGICAL, ECONOMIC, AND SOCIAL STRESSES/DESTABILIZATION/COLLAPSE -FURTHERANCE OF RESEARCH RELATED TO OUR SOCIAL CAPACITIES FOR DEALING WITH SERIOUS TIPPING POINTS AND THE COLLAPSE OF NATURAL SYSTEMS -EXPLORATION OF SOCIOCULTURAL TRANSFORMATIONS AND STRATEGIC PLANNING FRAMEWORKS THAT CAN ENHANCE MITIGATION UNDER THE CONDITIONS OF ENVIRONMENTAL BREAKDOWN -DEVELOPMENT OF LEADERSHIP TOOLS AND PRACTICES THAT CAN BE WIDELY AND RAPIDLY ADOPTED UNDER THE CONDITIONS OF ENVIRONMENTAL BREAKDOWN.2) NATURE'S INHERENT VALUE: OVER THE LAST COUPLE YEARS, THE FOUNDATION HAS BEEN FOCUSING ON THE MOUNTING AWARENESS OF THE INTERCONNECTEDNESS OF ALL LIFE AND THE NEED FOR NEW ETHICAL FRAMEWORKS THAT CAN ADDRESS THE SHORTCOMINGS OF 33 STATEMENT(S) 13 23201217 756359 1622900.000 2024.05010 V KANN RASMUSSEN FOUNDATI 16229001 DRAFT ANTHROPOCENTRISM AND THE ONGOING EXPLOITATION OF, CONTROL OVER, AND DAMAGE TO, OUR NATURAL SYSTEMS. WITH THIS EFFORT, THE FOUNDATION WOULD LIKE TO INSPIRE AND INFORM A NATURE-CENTRIC WORLDVIEW THAT COULD LEAD TO NEW MODELS OF COOPERATION, CO-EXISTENCE, AND RESILIENCE. THE SECOND CALL FOR PROPOSALS WITHIN THIS NEW PROGRAM AREA WAS FOCUSED ON NATURE-CENTRISM AS A LENS FOR ORGANIZATIONAL BEHAVIOR AND DECISION-MAKING.WHAT WE DO NOT FUND THE V. KANN RASMUSSEN FOUNDATION DOES NOT FUND: -FOR-PROFIT ORGANIZATIONS -ORGANIZATIONS WITHOUT U.S. IRS 501(C)(3) CHARITABLE CERTIFICATION OR EQUIVALENCY IF INTERNATIONAL (FISCAL SPONSORS WITH CERTIFICATION CAN BE USED) -CORE FUNDING OF NGOS -CANDIDATES FOR POLITICAL OFFICE -CONSERVATION PROJECTS FOCUSED ON A SINGLE SPECIES -GOVERNMENT ORGANIZATIONS -INDIVIDUAL SCHOLARSHIPS OR OTHER INDIVIDUAL SUPPORT -MEDICAL RESEARCH -HEALTH CARE -RE-GRANTING EFFORTS -CAPITAL CONSTRUCTION OR ENDOWMENT CAMPAIGNS -BENEFITS OR ANNUAL FUND-RAISING CAMPAIGNS TYPE OF APPLICANTS IN ITS 2024/2025 CALL FOR PROPOSALS THE FOUNDATION WAS ESPECIALLY INTERESTED IN FUNDING THIS TYPE OF ACTORS: - ACADEMICS COLLABORATING WITH STAKEHOLDERS AND INFLUENCING ACTUAL DECISION-MAKING PROCESSES; - ALLIANCES, NETWORKS, AND ASSOCIATIONS THAT HAVE THE RANGE TO INFLUENCE ENTIRE FIELDS OR SECTORS; AND - LARGE ORGANIZATIONS AND INSTITUTIONS THAT ARE WILLING TO DEVELOP AND TEST THE APPLICATION OF NATURE-CENTRIC PRINCIPLES AS A DECISION-MAKING LENS IN THEIR OWN ORGANIZATIONS AND IN THEIR ENGAGEMENT WITH EXTERNAL STAKEHOLDERS. IN ITS 2024/2025 CALL FOR PROPOSALS THE FOUNDATION WAS ESPECIALLY INTERESTED IN PROJECTS THAT INCLUDED:- PARTICIPATORY RESEARCH ON GOVERNANCE FRAMEWORKS FOR NATURE-CENTRIC DECISION MAKING; - PARTICIPATORY SOCIAL RESEARCH ON NATURE-CENTRIC CULTURAL SHIFTS, DESIGN PRINCIPLES, AND MANAGEMENT PRACTICES; - PLANNING AND LEARNING PROCESSES THAT WILL FACILITATE AN ORGANIZATION'S APPLICATION OF A NATURECENTRIC LENS TO ITS STRATEGY AND PLANNING PROCESSES, DAY-TO-DAY OPERATIONS, AND RELATIONSHIPS WITH EXTERNAL PARTNERS AND STAKEHOLDERS; - BUILDING ORGANIZATIONAL CAPACITY FOR BUY-IN OF NATURE-CENTRIC STRATEGIES AT THE HIGHEST LEVELS OF ORGANIZATIONAL DECISION-MAKING AND GOVERNANCE; - PEER LEARNING IN THE FORM OF WORKSHOPS, CONVENINGS AND CONFERENCES THAT WILL ALLOW MULTIPLE ORGANIZATIONS TO CO-CREATE AND SHARE METHODOLOGIES, APPROACHES, TOOL-BUILDING, AND PRACTICES THAT MAKE A NATURE-CENTRIC LENS PROMINENT IN BEHAVIORS AND DECISION-MAKING; OR - RELATED VISIONARY WORK EXPLORING SCENARIOS MOVING US TOWARD A MAINSTREAM NATURE-CENTRIC FUTURE. |
| SUPPLEMENTARY INFORMATION | FORM 990-PF, PART VII, LINE 1 | PART VII REFLECTS GROSS PAYMENTS MADE TO DIRECTORS. CERTAIN DIRECTORS HAD TAXES WITHHELD THAT WERE PAID TO THE IRS AFTER FISCAL YEAR END AND ARE NOT REFLECTED IN PART I, LINE 13. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (40 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC (00287YBX6) 110,000 UNITS | $105,215 | $105,215 |
| ALEXANDRIA REAL ESTATE E (015271AU3) 45,000 UNITS | $45,320 | $45,320 |
| AMERICAN HONDA FINANCE MEDIUM TERM NOTE (02665WDL2) 120,000 UNITS | $119,917 | $119,917 |
| AMGEN INC(031162CT5) 90,000 SHARES | $87,057 | $87,057 |
| ANTHEM INC (036752AG8) 110,000 UNITS | $109,698 | $109,698 |
| AON CORP (037389BE2) 85,000 UNITS | $78,755 | $78,755 |
| BANK OF AMERICA CORP MEDIUM TERM NOTE (06051GJF7) 190,000 UNITS | $166,947 | $166,947 |
| BANK OF NOVA SCOTIA CONVERTIBLE (06418GAH0) 103,000 UNITS | $105,383 | $105,383 |
| BANK OF NY MELLON CORP MEDIUM (06406RCB1) 105,000 UNITS | $107,223 | $107,223 |
| BOSTON PROPERTIES LP (10112RAY0) 45,000 UNITS | $44,005 | $44,005 |
| BRISTOL-MYERS SQUIBB (110122EF1) 110,000 UNITS | $112,624 | $112,624 |
| CANADIAN IMPERIAL BANK CONVERTIBLE (13607PHT4) 103,000 UNITS | $103,162 | $103,162 |
| CARRIER GLOBAL CORP (14448CAL8) 59,000 UNITS | $53,673 | $53,673 |
| CITIGROUP INC (172967NU1) 160,000 UNITS | $159,642 | $159,642 |
| CNH INDUSTRIAL CAPITAL LLC (12592BAR5) 55,000 UNITS | $56,754 | $56,754 |
| COMCAST CORP(20030NEJ6) 103,000 UNITS | $105,503 | $105,503 |
| CVS HEALTH CORP (126650CX6) 100,000 UNITS | $99,590 | $99,590 |
| ENBRIDGE INC (29250NAL9) 55,000 UNITS | $54,893 | $54,893 |
| EVERSOURCE ENERGY (30040WAK4) 120,000 UNITS | $104,156 | $104,156 |
| FIFTH THIRD BANCORP (316773DJ6) 102,000 UNITS | $106,329 | $106,329 |
| GOLDMAN SACHS GROUP INC (38141GWL4) 105,000 UNITS | $103,508 | $103,508 |
| HOME DEPOT INC (437076CP5) 209,000 UNITS | $193,202 | $193,202 |
| JOHN DEERE CAPITAL CORP (24422EWR6) 155,000 UNITS | $157,451 | $157,451 |
| LOCKHEED MARTIN CORP (539830BR9) 110,000 UNITS | $105,897 | $105,897 |
| LOWE'S COS INC (548661DU8) 103,000 UNITS | $103,786 | $103,786 |
| MASTERCARD INC (57636QAX2) 100,000 UNITS | $101,900 | $101,900 |
| MEDTRONIC GLOBAL HOLDINGS (58507LBB4) 110,000 UNITS | $110,564 | $110,564 |
| MORGAN STANLEY (61747YEY7) 100,000 UNITS | $108,571 | $108,571 |
| NEXTERA ENERGY CAPITAL HOLDINGS INC (65339KBY5) 120,000 UNITS | $115,721 | $115,721 |
| PROLOGIS LP (74340XBR1)135,000 UNITS | $115,445 | $115,445 |
| PUBLIC SERVICE ELECTRIC (74456QCK0) 52,000 UNITS | $52,931 | $52,931 |
| REALTY INCOME CORP (756109BR4) 76,000 UNITS | $77,358 | $77,358 |
| ROYAL BANK OF CANADA MEDIUM TERM NOTE (78016FZU1) 99,000 UNITS | $102,882 | $102,882 |
| RYDER SYSTEM INC (78355HKX6) 50,000 UNITS | $52,988 | $52,988 |
| SEMPRA ENERGY (816851BA6) 110,000 UNITS | $107,697 | $107,697 |
| THERMO FISHER SCIENTIFIC DTD (883556CT7) 105,000 UNITS | $106,684 | $106,684 |
| UNITEDHEALTH GROUP INC (91324PEY4) 52,000 UNITS | $52,311 | $52,311 |
| VERIZON COMMUNICATIONS INC (92343VER1) 104,000 UNITS | $104,431 | $104,431 |
| WALT DISNEY COMPANY (254687FL5) 118,000 UNITS | $108,348 | $108,348 |
| WASTE MGMT INC (94106LBW8) 80,000 UNITS | $81,098 | $81,098 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (100 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES (ABT) 226 SHARES | $30,739 | $30,739 |
| ABBVIE INC (ABBV) 136 SHARES | $25,245 | $25,245 |
| ABERCROMBIE & FITCH CO CL A (ANF) 220 SHARES | $18,228 | $18,228 |
| ADOBE INC (ADBE) 43 SHARES | $16,636 | $16,636 |
| ADVANCED MICRO DEVICES INC COM (AMD) 160 SHARES | $22,705 | $22,705 |
| ALPHABET INC CL A (GOOGL) 640 SHARES | $112,787 | $112,787 |
| ALPHABET INC CL C (GOOG) 543 SHARES | $96,323 | $96,323 |
| AMALGAMTED FINANCIAL CORP (AMAL) 938 SHARES | $29,266 | $29,266 |
| AMAZON.COM INC (AMZN) 433 SHARES | $94,996 | $94,996 |
| AMERICAN ASSETS TRUST INC (AAT) 1,177 SHARES | $23,246 | $23,246 |
| AMERICAN EXPRESS CO (AXP) 220 SHARES | $70,176 | $70,176 |
| APPLE INC (AAPL) 989 SHARES | $202,913 | $202,913 |
| ARROW ELECTRICS COMMON (ARW) 311 SHARES | $39,631 | $39,631 |
| AT&T INC (T) 1537 SHARES | $44,481 | $44,481 |
| AVNET INC (AVT) 172 SHARES | $9,130 | $9,130 |
| BADGER METER INC (BMI) 32 SHARES | $7,838 | $7,838 |
| BIOGEN INC (BIIB) 34 SHARES | $4,270 | $4,270 |
| BOOKING HOLDINGS INC (BKNG) 6 SHARES | $34,735 | $34,735 |
| BRISTOL-MYERS SQUIBB CO (BMY) 193 SHARES | $8,934 | $8,934 |
| BROADCOM INC (AVGO) 284 SHARES | $78,285 | $78,285 |
| BXP INC REIT (BXP) 293 SHARES | $19,769 | $19,769 |
| CADENCE DEISGN SYS INC (CDNS) 55 SHARES | $16,948 | $16,948 |
| CALERES INC (CAL) 496 SHARES | $6,061 | $6,061 |
| CAPITAL ONE FINANCIAL CORP (COF) 445 SHARES | $94,678 | $94,678 |
| CENTENE CORPORATION (CNC) 32 SHARES | $1,737 | $1,737 |
| CISCO SYSTEMS INC (CSCO) 1,090 SHARES | $75,624 | $75,624 |
| CITIGROUP INC (C) 387 SHARES | $32,941 | $32,941 |
| COUSINS PROPERTIES INC REAL ESTATE INVESTMENT TRUST (CUZ) 581 SHARES | $17,447 | $17,447 |
| DELL TECHNOLOGIES INC CL C (DELL) 322 SHARES | $39,477 | $39,477 |
| DIGITAL REALTY TRUST INC (DE) 77 SHARES | $13,423 | $13,423 |
| ELEVANCE HEALTH INC (ELV) 113 SHARES | $43,952 | $43,952 |
| ELI LILLY & CO (LLY) 7 SHARES | $5,457 | $5,457 |
| EMPIRE STATE REALTY TRUST CL A REIT (ESRT) 3,682 SHARES | $29,787 | $29,787 |
| ENPHASE ENERGY INC (ENPH) 91 SHARES | $3,608 | $3,608 |
| ESSENT GROUP LTD (ESNT) 593 SHARES | $36,013 | $36,013 |
| EVERSOURCE ENERGY (ES) 600 SHARES | $38,172 | $38,172 |
| EXELON CORP (EXC) 176 SHARES | $7,642 | $7,642 |
| FIRST SOLAR INC (FSLR) 97 SHARES | $16,057 | $16,057 |
| FLOUR CORP (FLR) 1,531 SHARES | $78,494 | $78,494 |
| FORTINET ENERGY INC (FTNT) 123 SHARES | $13,004 | $13,004 |
| GEN DIGITAL INC (GEN) 136 SHARES | $3,998 | $3,998 |
| GENERAL MILLS INC (GIS) 539 SHARES | $27,926 | $27,926 |
| GENERAL MOTORS COMPANY (GM) 1,473 SHARES | $72,486 | $72,486 |
| GENPACT LTD (G) 517 SHARES | $22,753 | $22,753 |
| GOLDMAN SACHS GROUP INC COM (GS) 73 SHARES | $51,666 | $51,666 |
| HEWLETT PACKARD ENTERPRISE COMPANY (HPE) 2,305 SHARES | $47,137 | $47,137 |
| IBM CORPORATION (IBM) 207 SHARES | $61,019 | $61,019 |
| INTERDIGITAL INC (IDCC) 20 SHARES | $4,485 | $4,485 |
| INTERFACE INC (TILE) 496 SHARES | $18,084 | $18,084 |
| JOHNSON & JOHNSON (JNJ) 510 SHARES | $77,903 | $77,903 |
| JPMORGAN CHASE & CO (JPM) 46 SHARES | $13,336 | $13,336 |
| KB HOME COM (KBH) 1,500 SHARES | $79,455 | $79,455 |
| KILROY REALTY CORPORATION REAL ESTATE INVESTMENT TRUST (KRC) 1,541 SHARES | $52,872 | $52,872 |
| MACY'S INC (M) 428 SHARES | $4,990 | $4,990 |
| MASTERCARD INC CLASS A (MA) 30 SHARES | $16,858 | $16,858 |
| MEDTRONIC PLC (MDT) 114 SHARES | $9,937 | $9,937 |
| MERCK & COMPANY INC (MRK) 951 SHARES | $75,281 | $75,281 |
| MERITAGE HOMES CORP (MTH) 397 SHARES | $26,587 | $26,587 |
| META PLATFORMS, INC-A (META) 261 SHARES | $192,641 | $192,641 |
| METLIFE INC (MET) 622 SHARES | $50,021 | $50,021 |
| MGIC INVT CORP WIS (MTG) 2,860 SHARES | $79,622 | $79,622 |
| MICROSOFT CORP (MSFT) 585 SHARES | $290,985 | $290,985 |
| NETFLIX INC (NFLX) 26 SHARES | $34,817 | $34,817 |
| NEXTRACKER INC CLA A (NXT) 156 SHARES | $8,482 | $8,482 |
| NMI HOLDINGS INC (NMIH) 779 SHARES | $32,866 | $32,866 |
| NVIDIA CORP COM (NVDA) 2,413 SHARES | $381,230 | $381,230 |
| ORMAT TECHNOLOGIES INC (ORA) 10 SHARES | $838 | $838 |
| PARAMOUNT GROUP INC REIT (PGRE) 1,982 SHARES | $11,846 | $11,846 |
| PAYPAL HOLDINGS INC (PYPL) 141 SHARES | $10,479 | $10,479 |
| PFIZER INC (PFE) 249 SHARES | $6,036 | $6,036 |
| PINTEREST INC CL A (PINS) 182 SHARES | $6,527 | $6,527 |
| PVH CORP (PVH) 75 SHARES | $5,145 | $5,145 |
| QUALCOMM INC (QCOM) 131 SHARES | $20,863 | $20,863 |
| REINSURANCE GROUP OF AMERICA INC (RGA) 130 SHARES | $25,787 | $25,787 |
| RENAISSANCERE HOLDINGS LTD (RNR) 184 SHARES | $44,694 | $44,694 |
| SALESFORCE INC (CRM) 343 SHARES | $93,533 | $93,533 |
| SALLY BEAUTY COMPANY INC (SBH) 248 SHARES | $2,296 | $2,296 |
| SCANSOURCE INCORPORATED (SCSC) 751 SHARES | $31,399 | $31,399 |
| SERVICENOW INC (NOW) 13 SHARES | $13,365 | $13,365 |
| SIGNET JEWELERS LTD (SIG) 268 SHARES | $21,319 | $21,319 |
| SPIRE INC (SR) 1,059 SHARES | $77,296 | $77,296 |
| SUPER MICRO COMPUTER INC (SMCI) 63 SHARES | $3,088 | $3,088 |
| TARGET CORP COM (TGT) 43 SHARES | $4,242 | $4,242 |
| TEGNA INC (TGNA) 1,454 SHARES | $24,369 | $24,369 |
| TESLA INC (TSLA) 235 SHARES | $74,650 | $74,650 |
| TETRA TECH INC (TTEK) 268 SHARES | $9,637 | $9,637 |
| THE CIGNA GROUP (CI) 261 SHARES | $86,281 | $86,281 |
| THE HARTFORD INSURANCE GROUP, INC (HIG) 847 SHARES | $107,459 | $107,459 |
| UBER TECHNOLOGIES INC (UBER) 59 SHARES | $5,505 | $5,505 |
| UNITEDHELATH GROUP INC (UNH) 26 SHARES | $8,111 | $8,111 |
| UNUM GROUP (UNM) 157 SHARES | $12,679 | $12,679 |
| US FOODS HOLDING CORP (USFD) 441 SHARES | $33,961 | $33,961 |
| VERIZON COMMUNICATIONS COM (VZ) 1,393 SHARES | $60,275 | $60,275 |
| VICI PROPERTIES INC (VICI) 777 SHARES | $25,330 | $25,330 |
| VISA INCORPORATED (V) 356 SHARES | $126,398 | $126,398 |
| VOYA FINANCIAL, INC (VOYA) 365 SHARES | $25,915 | $25,915 |
| WALMART INC. (WMT) 537 SHARES | $52,508 | $52,508 |
| WILLIAM SONOMA INC COM (WSM) 83 SHARES | $13,560 | $13,560 |
| XYLEM INC-W/I (XYL) 660 SHARES | $85,378 | $85,378 |
| ZIFF DAVIS, INC (ZD) 342 SHARES | $10,352 | $10,352 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,522,024 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,522,024 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,995,813 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,995,813 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (38 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AZOLLA VENTURES CATALYTIC FUND I, LP | FMV | $705,618 | $705,618 |
| AZOLLA VENTURES FULL-CYCLE FUND I, LP | FMV | $432,054 | $432,054 |
| CAMDEN PRIVATE CAPITAL III | FMV | $152,209 | $152,209 |
| CAPRICORN TECHNOLOGY IMPACT FUND | FMV | $8,236,542 | $8,236,542 |
| CONTROLLED ENVIRONMENT FOOD FUND II, LLC | FMV | $1,051,849 | $1,051,849 |
| DBL PARTNERS III LP | FMV | $991,172 | $991,172 |
| ECOSYSTEM INTEGRITY FUND IV | FMV | $2,825,513 | $2,825,513 |
| ECOSYSTEM INVESTMENT PARTNERS III, LP | FMV | $352,040 | $352,040 |
| G2VP I | FMV | $2,295,838 | $2,295,838 |
| G2VP II | FMV | $3,031,157 | $3,031,157 |
| GENERATION GLOBAL EQUITY | FMV | $4,017,747 | $4,017,747 |
| GENERATION IM CLIMATE SOLUTIONS FUND II | FMV | $321,159 | $321,159 |
| GLOBAL RENEWABLE POWER II | FMV | $204,119 | $204,119 |
| GMO INVESTMENTS ICAV CLIMATE CHANGE FUND | FMV | $1,627,708 | $1,627,708 |
| GREENBACKER | FMV | $3,186,840 | $3,186,840 |
| HALL CAPITAL | FMV | $425,705 | $425,705 |
| INCLUSIVE CAPITAL PARTNERS (VALUEACT SPRING INTERNATIONAL) | FMV | $247,072 | $247,072 |
| LYME FOREST FUND IV | FMV | $195,514 | $195,514 |
| METIS INTERNATIONAL CLIMATE ALIGNED INDEX PORTFOLIO | FMV | $2,247,107 | $2,247,107 |
| MONDRIAN IEQ | FMV | $2,718,232 | $2,718,232 |
| MORGAN CREEK PARTNERS II, LP | FMV | $169,286 | $169,286 |
| MREP INTERNATIONAL III | FMV | $27,790 | $27,790 |
| MREP VI | FMV | $15,169 | $15,169 |
| NEW ENERGY CAP INFRASTRUCTURE CREDIT | FMV | $135 | $135 |
| NEW ENERGY INVESTORS III | FMV | $2,775,371 | $2,775,371 |
| PAINE SCHWARTZ FOOD CHAIN FUND V B LP | FMV | $3,164,694 | $3,164,694 |
| REDWOOD GROVE CAPITAL FUND | FMV | $2,771,962 | $2,771,962 |
| RENEWAL4 US LIMITED PARTNERSHIP | FMV | $2,093,615 | $2,093,615 |
| SAFER MADE LP | FMV | $115,245 | $115,245 |
| SJF VENTURES III, LP | FMV | $177,429 | $177,429 |
| SJF VENTURES IV, LP | FMV | $723,667 | $723,667 |
| SONEN PRIVATE EQUITY | FMV | $2,527,870 | $2,527,870 |
| SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES FUND | FMV | $5,598,107 | $5,598,107 |
| THE CHILDREN INVESTMENT FUND | FMV | $2,172,842 | $2,172,842 |
| THE LYME FOREST FUND V | FMV | $3,491,520 | $3,491,520 |
| VANGUARD SHORT-TERM BOND INDEX FUND (VBIRX) 520.0310 SHARES | FMV | $5,351 | $5,351 |
| VISION RIDGE SUSTAINABLE ASSET FUND II | FMV | $4,581,442 | $4,581,442 |
| WAVE EQUITY FUND II | FMV | $4,248,195 | $4,248,195 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CORPORATE GOVERNANCE LEGAL SERVICES | CategoryTxt |
| Legal Fees | $84,881 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $84,881 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING SOFTWARE FEES | $1,405 | $0 | $1,405 |
| BANK SERVICE CHARGES | $5,860 | $0 | $5,860 |
| INSURANCE | $18,693 | $0 | $18,693 |
| IT RELATED COSTS | $1,943 | $0 | $1,943 |
| MISCELLANEOUS EXPENSES | $1,588 | $0 | $1,588 |
| OFFICE EQUIPMENT | $1,989 | $0 | $1,989 |
| OFFICE SUPPLIES | $464 | $0 | $464 |
| PARTNERSHIP EXPENSES | $0 | $1,322,393 | $0 |
| PAYROLL PROCESSING FEES | $7,721 | $0 | $7,721 |
| POSTAGE AND DELIVERY | $2,503 | $0 | $2,503 |
| PROGRAM EXPENSES | $8,355 | $0 | $8,355 |
| STATE FILING FEES | $1,746 | $0 | $1,746 |
| SUBSCRIPTIONS | $2,713 | $0 | $2,713 |
| TELEPHONE | $6,268 | $0 | $6,268 |
| WEBSITE | $435 | $0 | $435 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME/LOSS THRU K-1S | $0 | $115,824 | $0 |
| SECURITY LITIGATION PROCEEDS | $1,429 | $1,429 | $1,429 |
| TAX REFUND | $51 | $51 | |
| EXCHANGE GAIN OR LOSS | $2,747 | $2,747 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $1,207,447 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT AND CUSTODIAL FEES | $25,480 | $25,480 | $0 |
| OTHER CONSULTING FEES | $7,963 | $0 | $7,963 |
| INVESTMENT ADVISORY FEES | $183,322 | $183,322 | $0 |
| PROGRAMMATIC CONSULTANTS | $96,135 | $0 | $96,135 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE UBI TAXES PAID | $5,366 | $0 | $0 |
| FOREIGN TAX WITHHELD | $0 | $30,710 | $0 |
| FORM 1042 WITHHOLDING TAX PENALTY | $911 | $0 | $0 |