FURP.ORG / PUBLIC DATA EXPLORER

ADVOCATES FOR CLIMATE INNOVATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
ADVOCATES FOR CLIMATE INNOVATION (EIN 13-3748063)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-10
IRS object ID
202641309349100809
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-10T20:09:38-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331374517PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1245 PARK AVENUE 12TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101670008ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133748063EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ADVOCATES FOR CLIMATE INNOVATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlADVOBusinessNameControlTxt
Phone9173555346PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1287 PARK AVENUE SOUTH 210AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100104573ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROGER T ULLMANPersonNm
Person TitleCHAIRPersonTitleTxt
Phone9173555346PhoneNum
Signature2026-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH L ALI CPAPreparerPersonNm
PTINP02093808PTIN
Phone2122862600PhoneNum
Preparation2026-05-05PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,898,112FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$480,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$12,271InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12,271InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$12,271InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$87,424DividendsRevAndExpnssAmt
Dividends Net Invst Incm$87,424DividendsNetInvstIncmAmt
Dividends Adj Net Incm$87,424DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$15,454NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$508,793GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$15,454CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$1,661NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$45,916OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$45,916OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$641,065TotalRevAndExpnssAmt
Total Net Invst Incm$115,149TotalNetInvstIncmAmt
Total Adj Net Incm$147,272TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$650,400CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$11,960CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$638,440CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$365,855OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$9,464OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$356,391OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$222,013PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$4,680PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$217,333PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,952LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$38,408LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$64,619AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$64,619AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$318,166OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,678OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$12,678OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$380,488OtherProfFeesDsbrsChrtblAmt
Occupancy Rev And Expnss$64,123OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$1,070OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$83,606OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$25,443TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$25,443TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$26,258PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$117PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$26,141PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$62,436OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$744OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$61,747OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,804,265TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,678TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$40,713TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,892,616TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,792,024ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,292,024ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,596,289TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,678TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$40,713TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$3,184,640TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,955,224ExcessRevenueOverExpensesAmt
Net Investment Income$102,471NetInvestmentIncomeAmt
Adjusted Net Income$106,559AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,825,958CashBOYAmt
Cash EOY$2,430,476CashEOYAmt
Cash EOYFMV$2,430,476CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,076,932SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$28,690SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$28,690SavAndTempCashInvstEOYFMVAmt
Grants Receivable BOY$3,550,000GrantsReceivableBOYAmt
Grants Receivable EOY$250,000GrantsReceivableEOYAmt
Grants Receivable EOYFMV$250,000GrantsReceivableEOYFMVAmt
Prepaid Expenses BOY$3,500PrepaidExpensesBOYAmt
Prepaid Expenses EOY$31,082PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$31,082PrepaidExpensesEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$2,157,864OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,157,864OtherInvestmentsEOYFMVAmt
Other Assets BOY$16,313OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$7,472,703TotalAssetsBOYAmt
Total Assets EOY$4,898,112TotalAssetsEOYAmt
Total Assets EOYFMV$4,898,112TotalAssetsEOYFMVAmt
Accounts Payable BOY$192,443AccountsPayableBOYAmt
Accounts Payable EOY$83,932AccountsPayableEOYAmt
Grants Payable EOY$500,000GrantsPayableEOYAmt
Other Liabilities BOY$27,165OtherLiabilitiesBOYAmt
Other Liabilities EOY$200OtherLiabilitiesEOYAmt
Total Liabilities BOY$219,608TotalLiabilitiesBOYAmt
Total Liabilities EOY$584,132TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$7,253,095NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,313,980NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$7,253,095TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,313,980TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,472,703TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,898,112TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,253,095TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,955,224ExcessRevenueOverExpensesAmt
Other Increases$16,309OtherIncreasesAmt
Subtotal$4,314,180SubtotalAmt
Other Decreases$200OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,313,980TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES (SHORT-TERM)$495,000$493,339$1,661$1,661
EDGEWATER GROWTH CAPITAL PARTNERS II, L.P.$13,793$13,793$13,793P
FieldValueIRS element (for citing)
Capital Gain Net Income$15,454CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,661NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,424InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,424SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,424TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,127EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$9,127TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$7,703OverpaymentAmt
Applied To ES Tax$7,703AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (1)PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1IGOR GOLDENBERGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9173555346PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1287 PARK AVENUE SOUTH 210AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100104573ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALEXANDER FLINT
287 PARK AVENUE SOUTH SUITE 210NEW YORKNY100104573TRUSTEE (APPOINTED 06/06/2025)1.00$0$0$0
LAWRENCE H LINDEN
287 PARK AVENUE SOUTH SUITE 210NEW YORKNY100104573TRUSTEE10.00$0$0$0
WILLIAM J ROBERTS
287 PARK AVENUE SOUTH SUITE 210NEW YORKNY100104573TRUSTEE1.00$0$0$0
ROGER T ULLMAN
287 PARK AVENUE SOUTH SUITE 210NEW YORKNY100104573TRUSTEE, CHAIR40.00$650,400$93,214$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
ANNA C GIORGI
287 PARK AVENUE SOUTH SUITE 210NEW YORKNY100104573PROGRAM OFFICER40.00$212,000$49,564$0
IGOR GOLDENBERG
287 PARK AVENUE SOUTH SUITE 210NEW YORKNY100104573DIRECTOR OF FINANCE30.00$141,000$18,779$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
CASSIDY & ASSOCIATES INC
607 14TH STREET SUITE 400WASHINGTONDC200052073PROGRAM RELATED CONSULTANTS$240,000
PKF O'CONNOR DAVIES
500 MAMARONECK AVENUEHARRISONNY105281633FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION FEES$64,619
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1CLIMATE 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$1,892,616Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,021,204AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,243,532AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,264,736TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,264,736AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$48,971CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,215,765NetVlNoncharitableAssetsAmt
Minimum Investment Return$160,788MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,184,640ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,184,640QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2015-03-20PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$106,559CurrentYearAmt
Year1$170,211Year1Amt
Year2$282,025Year2Amt
Year3$228,661Year3Amt
Total$787,456TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$90,575CurrentYearAmt
Year1$144,679Year1Amt
Year2$239,721Year2Amt
Year3$194,362Year3Amt
Total$669,338TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$3,184,640CurrentYearAmt
Year1$20,227,723Year1Amt
Year2$3,658,759Year2Amt
Year3$4,344,146Year3Amt
Total$31,415,268TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$1,292,024CurrentYearAmt
Year1$17,962,583Year1Amt
Year2$1,776,533Year2Amt
Year3$2,389,711Year3Amt
Total$23,420,851TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$1,892,616CurrentYearAmt
Year1$2,265,140Year1Amt
Year2$1,882,226Year2Amt
Year3$1,954,435Year3Amt
Total$7,994,417TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$107,192CurrentYearAmt
Year1$602,329Year1Amt
Year2$594,142Year2Amt
Year3$648,974Year3Amt
Total$1,952,637TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLAWRENCE H LINDENContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN UNIVERSITY OF ROME
VIA PIETRO ROSELLI 4ROMEIT00153N/APCTO SUPPORT HEALTH AND RISK COMMUNICATION IN PANDEMICS AND BEYOND: STRATEGIES FOR A SYSTEMS-THINKING, COMMUNITY AND EQUITY-DRIVEN APPROACH$3,333
BIPARTISAN POLICY CENTER
N/APCCARBON DIOXIDE REMOVAL$100,0001225 EYE STREET NW SUITE 1000WASHINGTONDC200053914
BROOKLYN PUBLIC LIBRARY
N/APCUNRESTRICTED GENERAL INSTITUTIONAL SUPPORT$22,50010 GRAND ARMY PLAZABROOKLYNNY112385619
CAMPAIGN AGAINST HUNGER
N/APCUNRESTRICTED GENERAL INSTITUTIONAL SUPPORT$7,5002010 FULTON STREET STBROOKLYNNY112336791
CENTER FOR AMERICAN PROGRESS
N/APCTO SUPPORT CAP POLICY, COMMUNICATIONS AND INTERGOVERNMENTAL STAFF$50,0001333 H STREET NW SUITE 100EWASHINGTONDC200054746
HEALTH EQUITY INITIATIVE
N/APCUNRESTRICTED GENERAL INSTITUTIONAL SUPPORT$5,000201 VARICK STREET FRONT 1NEW YORKNY100144811
LINDEN CLIMATE FUND INC
N/APFENDOWMENT GRANT$253,69141 RIVERSIDE DRIVENEW YORKNY100246803
MALIASILI INITIATIVES INC
N/APCUNRESTRICTED GENERAL INSTITUTIONAL SUPPORT$5,0004 CARMICHAEL STREET UNIT 111 PMBESSEX JUNCTIONVT054523195193
MICHIGAN LEAGUE OF CONSERVATION VOTERS EDUCATION FUND
N/APCUNRESTRICTED GENERAL INSTITUTIONAL SUPPORT$2,500340 BEAKES STREET SUITE 110ANN ARBORMI481041080
NATIONAL WILDLIFE FEDERATION
N/APCADVANCING CARBON DIOXIDE REMOVAL AS AN ESSENTIAL COMPONENT OF FEDERAL CLIMATE POLICY$200,00011100 WILDLIFE CENTER DRIVERESTONVA201905362
NATURAL RESOURCES DEFENSE COUNCIL
N/APCTO SUPPORT PROJECTS TO BUILD SUPPORT AND DEVELOP EFFECTIVE REGULATORY MODELS FOR RESPONSIBLE CARBON DIOXIDE REMOVAL$150,00040 WEST 20TH STREETNEW YORKNY100114211
PEOPLES THEATRE PROJECT INC
N/APCUNRESTRICTED GENERAL INSTITUTIONAL SUPPORT$5,000700 WEST 192ND STREET SUITE 2NEW YORKNY100402559
PEOPLES THEATRE PROJECT INC
N/APCCAPITAL PROJECT$2,500700 WEST 192ND STREET SUITE 2NEW YORKNY100402559
RESOURCES FOR THE FUTURE
N/APCUNRESTRICTED GENERAL INSTITUTIONAL SUPPORT$25,0001616 P STREET NW SUITE LL1WASHINGTONDC200361400
SUSTAINABLE ENERGY AND ENVIRONMENT COALITION INSTITUTE
N/APCUNRESTRICTED GENERAL INSTITUTIONAL SUPPORT$10,000611 PENNSYLVANIA AVENUE SE PMB 150WASHINGTONDC200034303
WORLD RESOURCES INSTITUTE
N/APCCARBON DIOXIDE REMOVAL$220,00010 G STREET NE SUITE 800WASHINGTONDC200024252
WORLD RESOURCES INSTITUTE
N/APCCDR OBJECTIVES AND OPPS$230,00010 G STREET NE SUITE 800WASHINGTONDC200024252
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,292,024TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CENTER FOR AMERICAN PROGRESS
1333 H STREET NW SUITE 100EWASHINGTONDC200054746N/APCTO SUPPORT CAP POLICY, COMMUNICATIONS AND INTERGOVERNMENTAL STAFF$50,000
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREETNEW YORKNY100114211N/APCTO SUPPORT PROJECTS TO BUILD SUPPORT AND DEVELOP EFFECTIVE REGULATORY MODELS FOR RESPONSIBLE CARBON DIOXIDE REMOVAL$150,000
WORLD RESOURCES INSTITUTE
10 G STREET NE SUITE 800WASHINGTONDC200024252N/APCTO SUPPORT CARBON REMOVAL GRANT RENEWAL CONCEPT$300,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$500,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,271ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$87,424ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$15,454ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmtExclusionExclusionCdExclusionExclusionAmt
ORGANIZATION ADMINISTRATIVE INCOME$28,035
FEDERAL EXCISE TAX ADJUSTMENT01$17,881

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$133,030ExclusionAmt
Related Or Exempt Function Incm$28,035RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$161,065TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11BLineNumberTxt
Relationship StatementTHE 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, 2025, THE ORGANIZATION REIMBURSED THE FOUNDATION $28,035 OF SHARED SERVICE AGREEMENT FEES AND $6,263 OF REIMBURSED EXPENSES.RelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsYes (1)ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities EtcYes (1)SharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail (2 entries)

Line NumberLineNumberTxtInvolvedInvolvedAmtTransfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc
CLIMATE INNOVATION ACTION INC
1b(4)$6,263ADVOCATES 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, 2025, THE ORGANIZATION REIMBURSED THE TRUST $6,263 FOR SHARED COSTS.
CLIMATE INNOVATION ACTION INC
1c$28,035ADVOCATES 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, 2025, THE ORGANIZATION PAID THE TRUST $28,035 FOR SHARING FACILITIES, EQUIPMENT AND PAID EMPLOYEES.
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOYes (1)RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1CLIMATE INNOVATION ACTION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Organization Type501(C)(4)OrganizationTypeDesc
Relationship DescriptionADVOCATES 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

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
CLIMATE INNOVATION ACTION INC
1287 PARK AVENUE SOUTH SUITE 210NEW YORKNY100104573$130,000Yes (X)
LINDEN CLIMATE FUND
241 RIVERSIDE DRIVENEW YORKNY100246803$100,000Yes (X)
RED CRANE FOUNDATION
3PO BOX 73NEW YORKNY102740073$250,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryFINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATIONCategoryTxt
Amt$64,619Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$64,619DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
LINDEN CLIMATE FUND INC
41 RIVERSIDE DRIVENEW YORKNY1002468032024-11-19$16,016,950ENDOWMENT GRANT$736,714TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.03/31/2025THE 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.
LINDEN CLIMATE FUND INC
41 RIVERSIDE DRIVENEW YORKNY1002468032025-01-27$219,134ENDOWMENT GRANTTO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.PENDINGTHE 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.
LINDEN CLIMATE FUND INC
41 RIVERSIDE DRIVENEW YORKNY1002468032025-03-31$8,953ENDOWMENT GRANTTO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.PENDINGTHE 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.
LINDEN CLIMATE FUND INC
41 RIVERSIDE DRIVENEW YORKNY1002468032025-11-03$25,604ENDOWMENT GRANTTO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.PENDINGTHE 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.

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GS ENHANCED INCOME FUND CLASS P (GAEPX) 75,699.550 SHARESFMV$725,202$725,202
GS SHORT DURATION BOND FUND CLASS P (GMCPX) 71,422.589 SHARESFMV$707,085$707,085
GS SHORT-TERM CONSERVATIVE INCOME FUND CLASS P (GMBPX) 71,768.201 SHARESFMV$725,577$725,577

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGENERAL AND ADMINISTRATIVE LEGAL COUNSELCategoryTxt
Legal Fees$4,952LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$38,408DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescRIGHT OF USE ASSETS - OPERATING LEASES, NETDesc
BOY Book Value$16,313BOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDEFERRED FEDERAL EXCISE TAX EXPENSEDesc
Amt$200Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$21$0$0$21
INFORMATION TECHNOLOGY$29,495$0$500$28,995
INSURANCE$12,721$0$0$12,721
MEMBERSHIP DUES$415$0$0$415
OFFICE AND OTHER EXPENSES$17,759$0$244$17,570
OFFICE FURNISHING AND EQUIPMENT$1,750$0$0$1,750
FILING FEES$275$0$0$275

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ORGANIZATION ADMINISTRATIVE INCOME$28,035$28,035
FEDERAL EXCISE TAX ADJUSTMENT$17,881$17,881

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED APPRECIATION OF INVESTMENTSDesc
Amt$16,309Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED FEDERAL EXCISE TAX$0$200
FEDERAL EXCISE TAX PAYABLE$10,178$0
LEASE LIABILITY$16,987$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GRAPHIC DESIGNER$488$0$0$488
PROGRAM RELATED CONSULTANTS$305,000$0$0$380,000
INVESTMENT MANAGEMENT AND ADVISORY$12,678$12,678$12,678$0