ADVOCATES FOR CLIMATE INNOVATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ADVOCATES FOR CLIMATE INNOVATION (EIN 13-3748063)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-02
- IRS object ID
- 202333069349100233
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-02T12:55:14-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101670008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133748063 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDEN TRUST FOR CONSERVATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIND | BusinessNameControlTxt |
| Phone | 2129913730 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 156 WEST 56TH STREET 1100 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100193879 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IGOR GOLDENBERG | PersonNm |
| Person Title | DIRECTOR OF FINANCE | PersonTitleTxt |
| Phone | 2129913730 | PhoneNum |
| Signature | 2023-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | IGOR | PersonFirstNm |
| Person Last | GOLDENBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | JOSEPH L ALI CPA | PreparerPersonNm |
| PTIN | P02093808 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2023-10-31 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,599,051 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $133,179 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,765 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,765 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,765 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $376,268 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $392,675 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $392,675 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $77,314 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,474,022 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $248,673 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $171,093 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $66,571 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $759,619 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $643,121 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $461,011 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $595,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,760 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $29,760 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $565,440 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $378,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,230 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $27,833 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $422,604 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $280,969 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,416 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $13,181 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $277,459 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,310 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $35 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,275 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $45,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $45,775 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $693,806 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $95,786 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $126,305 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $613,995 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,954 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $453 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $453 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $269,239 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $9,871 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $17,309 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $263,921 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $41,270 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $35,934 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $21,410 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $792 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $1,365 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $20,045 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,995 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,479 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $16,109 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,541 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,365,153 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $165,787 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $232,350 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,276,989 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,154,657 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,067,157 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,519,810 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $165,787 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $232,350 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,344,146 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,760,191 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $477,334 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $228,661 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $850,072 | CashBOYAmt |
| Cash EOY | $239,659 | CashEOYAmt |
| Cash EOYFMV | $239,659 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $160,256 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $216,070 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $216,070 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $2,960,000 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $1,500,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $1,500,000 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $21,208 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $12,299 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $12,299 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,481,088 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,100,683 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,100,683 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $21,209,024 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,303,126 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,303,126 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $227,214 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $227,214 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,681,648 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,599,051 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,599,051 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $105,077 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $60,125 | AccountsPayableEOYAmt |
| Grants Payable BOY | $650,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $737,500 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $114,019 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $234,613 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $869,096 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,032,238 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $20,091,043 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $14,791,253 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $5,721,509 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $3,775,560 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,812,552 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,566,813 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,681,648 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,599,051 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,812,552 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,760,191 | ExcessRevenueOverExpensesAmt |
| Other Increases | $57,600 | OtherIncreasesAmt |
| Subtotal | $22,109,961 | SubtotalAmt |
| Other Decreases | $3,543,148 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,566,813 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (SHORT-TERM) | $1,527,548 | $1,636,255 | -$108,707 | -$108,707 | |||
| PUBLICLY TRADED SECURITIES (LONG-TERM) | $1,779,382 | $1,672,274 | $107,108 | $107,108 | |||
| VENTYX BIOSCIENCES, INC. (VTYX) 268.000 SHARES | $8,923 | $1,454 | $7,469 | $7,469 | D | 2018-04-30 | 2022-12-15 |
| VENTYX BIOSCIENCES, INC. (VTYX) 251.000 SHARES | $8,357 | $1,362 | $6,995 | $6,995 | D | 2018-06-15 | 2022-12-15 |
| VENTYX BIOSCIENCES, INC. (VTYX) 682.000 SHARES | $22,708 | $3,701 | $19,007 | $19,007 | D | 2018-07-11 | 2022-12-15 |
| VENTYX BIOSCIENCES, INC. (VTYX) 30.000 SHARES | $1,000 | $163 | $837 | $837 | D | 2018-12-07 | 2022-12-15 |
| VENTYX BIOSCIENCES, INC. (VTYX) 1,440.000 SHARES | $47,004 | $7,814 | $39,190 | $39,190 | D | 2017-04-18 | 2022-12-16 |
| THRU SCHEDULE K-1'S (SHORT-TERM) | -$45,921 | -$45,921 | P | ||||
| THRU SCHEDULE K-1'S (LONG-TERM) | $143,595 | $143,595 | P | ||||
| CAPITAL GAINS DIVIDENDS | $79,100 | $79,100 | $79,100 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $248,673 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$154,628 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,635 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,635 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,635 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,389 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,389 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $72 | EsPenaltyAmt |
| Overpayment | $7,682 | OverpaymentAmt |
| Applied To ES Tax | $7,682 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | IGOR GOLDENBERG | IndividualWithBooksNm |
| Phone | 2129913730 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 156 WEST 56TH STREET 1100 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100193879 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE H LINDEN | ||||||||
| 156 WEST 56TH ST SUITE 1100 | NEW YORK | NY | 100193879 | TRUSTEE | 40.00 | $0 | $0 | $0 |
| DANA WECHSLER LINDEN | ||||||||
| 156 WEST 56TH ST SUITE 1100 | NEW YORK | NY | 100193879 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROGER T ULLMAN | ||||||||
| 156 WEST 56TH ST SUITE 1100 | NEW YORK | NY | 100193879 | EXECUTIVE DIRECTOR | 40.00 | $595,200 | $97,464 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ANNA C GIORGI | ||||||||
| 156 W 56TH ST STE 1100 | NY | NY | 100193879 | PROGRAM ASSOCIATE | 40.00 | $155,000 | $47,865 | $0 |
| GWENDOLYN P VIRGILE | ||||||||
| 156 W 56TH ST STE 1100 | NY | NY | 100193879 | EXECUTIVE ASSISTANT | 40.00 | $98,400 | $55,712 | $0 |
| IGOR GOLDENBERG | ||||||||
| 156 W 56TH ST STE 1100 | NY | NY | 100193879 | DIRECTOR OF FINANCE | 24.00 | $124,600 | $17,728 | $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 |
|---|---|---|---|---|---|
| SPITFIRE STRATEGIES | |||||
| 2300 N STREET NW SUITE 610 | WASHINGTON | DC | 200371122 | STRATEGIC COMMUNICATION PLANNING | $379,300 |
| CASSIDY & ASSOCIATES | |||||
| 607 14TH STREET SUITE 400 | WASHINGTON | DC | 200052073 | PROGRAM CONSULTANTS | $105,320 |
| CORRIDOR PARTNERS | |||||
| PO BOX 20332 | NEW YORK | NY | 100010007 | PROGRAM PLANNING | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CLIMATE POLICY INITIATIVES: SEEKS TO (1) ENCOURAGE THE ADOPTION OF AN ECONOMY-WIDE, MARKET-BASED SOLUTION TO ADDRESS THE CHALLENGE OF CLIMATE CHANGE AND ADVANCE A CLEAN-ENERGY ECONOMY, AND (2) GAIN THE INCLUSION OF CARBON DIOXIDE REMOVAL, ONE OF THE MAJOR NECESSARY COMPONENTS OF A GLOBAL CLIMATE SOLUTION, IN U.S. CLIMATE POLICY. | Description1Txt |
| Expenses1 | $1,954,435 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,946,986 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $818,710 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,765,696 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,765,696 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $296,485 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,469,211 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $973,461 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,344,146 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,344,146 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2015-03-20 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $228,661 | CurrentYearAmt |
| Year1 | $374,514 | Year1Amt |
| Year2 | $292,573 | Year2Amt |
| Year3 | $319,714 | Year3Amt |
| Total | $1,215,462 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $194,362 | CurrentYearAmt |
| Year1 | $318,337 | Year1Amt |
| Year2 | $248,687 | Year2Amt |
| Year3 | $271,757 | Year3Amt |
| Total | $1,033,143 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,344,146 | CurrentYearAmt |
| Year1 | $6,388,665 | Year1Amt |
| Year2 | $6,682,787 | Year2Amt |
| Year3 | $8,137,193 | Year3Amt |
| Total | $25,552,791 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,389,711 | CurrentYearAmt |
| Year1 | $4,318,161 | Year1Amt |
| Year2 | $4,424,442 | Year2Amt |
| Year3 | $5,778,058 | Year3Amt |
| Total | $16,910,372 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,954,435 | CurrentYearAmt |
| Year1 | $2,070,504 | Year1Amt |
| Year2 | $2,258,345 | Year2Amt |
| Year3 | $2,359,135 | Year3Amt |
| Total | $8,642,419 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $648,974 | CurrentYearAmt |
| Year1 | $564,871 | Year1Amt |
| Year2 | $487,039 | Year2Amt |
| Year3 | $541,269 | Year3Amt |
| Total | $2,242,153 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWRENCE H LINDEN | ContributingManagerNm |
| Contributing Manager | DANA WECHSLER LINDEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR MARKET SOLUTIONS | |||||||
| 325 7TH STREET NW SUITE 820 | WASHINGTON | DC | 200042801 | N/A | PC | CARBON TAX POLICY | $250,000 |
| BIPARTISAN POLICY CENTER | |||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 200053914 | N/A | PC | CARBON DIOXIDE REMOVAL | $100,000 |
| CARBON 180 | |||||||
| 1111 BROADWAY 3RD FLOOR | OAKLAND | CA | 946074139 | N/A | PC | CARBON DIOXIDE REMOVAL | $150,000 |
| CARBONPLAN | |||||||
| 2443 FILLMORE STREET SUITE 308-6048 | SAN FRANCISCO | CA | 941151814 | N/A | PC | CARBON DIOXIDE REMOVAL TAX CREDITS | $50,000 |
| CLEAN AIR TASK FORCE INC | |||||||
| 114 STATE STREET 6TH FLOOR | BOSTON | MA | 021092421 | N/A | PC | CARBON PRICING MODEL | $74,750 |
| CLEAN AIR TASK FORCE INC | |||||||
| 114 STATE STREET 6TH FLOOR | BOSTON | MA | 021092421 | N/A | PC | ADVANCING CARBON DIOXIDE REMOVAL TO ACHIEVE ZERO-CARBON GOALS | $100,000 |
| COLUMBIA UNIVERSITY | |||||||
| 622 W 113TH STREET MC4522 | NEW YORK | NY | 100257982 | N/A | PC | CENTER FOR ENVIRONMENT, ECONOMY AND SOCIETY (CEES) | $25,000 |
| ENERGY FUTURES INITIATIVE INC | |||||||
| 900 17TH STREET NW SUITE 1100 | WASHINGTON | DC | 200062592 | N/A | PF | CARBON DIOXIDE REMOVAL | $30,000 |
| ENERGY FUTURES INITIATIVE INC | |||||||
| 900 17TH STREET NW SUITE 1100 | WASHINGTON | DC | 200062592 | N/A | PF | CARBON DIOXIDE REMOVAL ANALYSIS AND EDUCATION | $300,000 |
| GREAT PLAINS INSTITUTE | |||||||
| 2801 21ST AVENUE S SUITE 220 | MINNEAPOLIS | MN | 554071229 | N/A | PC | CARBON DIOXIDE REMOVAL | $37,500 |
| GREAT PLAINS INSTITUTE | |||||||
| 2801 21ST AVENUE S SUITE 220 | MINNEAPOLIS | MN | 554071229 | N/A | PC | CARBON DIOXIDE REMOVAL ALLIANCE | $150,000 |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | |||||||
| 1920 L STREET NW SUITE 800 | WASHINGTON | DC | 200365045 | N/A | PC | VOTER EDUCATION | $50,000 |
| MALIASILI INITIATIVES INC | |||||||
| PO BOX 293 | UNDERHILL | VT | 054890293 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 201905362 | N/A | PC | ADVANCING CARBON DIOXIDE REMOVAL | $100,000 |
| OPEN SPACE INSTITUTE | |||||||
| 1350 BROADWAY SUITE 201 | NEW YORK | NY | 100180983 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| OURENERGYPOLICY | |||||||
| 529 14TH STREET NW SUITE 1150 | WASHINGTON | DC | 200452121 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 |
| RESOURCES FOR THE FUTURE | |||||||
| 1616 P STREET NW | WASHINGTON | DC | 200361400 | N/A | PC | CLIMATE POLICY INITIATIVE | $100,000 |
| RESOURCES FOR THE FUTURE | |||||||
| 1616 P STREET NW | WASHINGTON | DC | 200361400 | N/A | PC | CARBON PRICING MODEL | $50,000 |
| RESOURCES FOR THE FUTURE | |||||||
| 1616 P STREET NW | WASHINGTON | DC | 200361400 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 |
| ROCKEFELLER FAMILY FUND | |||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 101150066 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| THE NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 222031606 | N/A | PC | FOREST RESTORATION | $238,907 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 104601090 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| WORLD RESOURCES INSTITUTE | |||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 200024252 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| WORLD RESOURCES INSTITUTE | |||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 200024252 | N/A | PC | CARBON DIOXIDE REMOVAL OBJECTIVES AND OPERATIONS | $50,000 |
| WORLD WILDLIFE FUND | |||||||
| 325 7TH STREET NW SUITE 820 | WASHINGTON | DC | 200042801 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,067,157 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIPARTISAN POLICY CENTER | |||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 200053914 | N/A | PC | CARBON DIOXIDE REMOVAL | $100,000 |
| CARBON 180 | |||||||
| 1111 BROADWAY 3RD FLOOR | OAKLAND | CA | 946074139 | N/A | PC | CARBON DIOXIDE REMOVAL | $150,000 |
| GREAT PLAINS INSTITUTE | |||||||
| 2801 21ST AVENUE S SUITE 220 | MINNEAPOLIS | MN | 554071229 | N/A | PC | CARBON DIOXIDE REMOVAL | $37,500 |
| RESOURCES FOR THE FUTURE | |||||||
| 1616 P STREET NW | WASHINGTON | DC | 200361400 | N/A | PC | CARBON PRICING MODEL | $150,000 |
| WORLD RESOURCES INSTITUTE | |||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 200024252 | N/A | PC | CARBON DIOXIDE REMOVAL OBJECTIVES AND OPERATIONS | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $737,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,765 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $376,268 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $77,314 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| ORGANIZATION ADMINISTRATIVE INCOME | $66,563 | ||
| GRANT REFUNDS | 01 | $104,530 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $559,877 | ExclusionAmt |
| Related Or Exempt Function Incm | $66,563 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $626,440 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11B | LineNumberTxt |
| Relationship Statement | LINDEN TRUST FOR CONSERVATION (THE "TRUST") HAS ENTERED INTO A SHARED SERVICES AGREEMENT WITH LTC 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, 2022, THE ORGANIZATION REIMBURSED THE TRUST $36,563 OF SHARED SERVICE AGREEMENT FEES AND $30,000 OF REIMBURSED EXPENSES. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | Yes (1) | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | Yes (1) | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (2 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| LTC ACTION INC | ||
| 1b(4) | $30,000 | LINDEN TRUST FOR CONSERVATION (THE "TRUST") HAS ENTERED INTO A SHARED SERVICES AGREEMENT WITH LTC 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, 2022, THE ORGANIZATION REIMBURSED THE TRUST $30,000 FOR SHARED COSTS. |
| LTC ACTION INC | ||
| 1c | $36,563 | LINDEN TRUST FOR CONSERVATION (THE "TRUST") HAS ENTERED INTO A SHARED SERVICES AGREEMENT WITH LTC 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, 2022, THE ORGANIZATION PAID THE TRUST $36,563 FOR SHARING FACILITIES, EQUIPMENT AND PAID EMPLOYEES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LTC ACTION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(4) | OrganizationTypeDesc |
| Relationship Description | LINDEN TRUST FOR CONSERVATION (THE "TRUST") HAS ENTERED INTO A SHARED SERVICES AGREEMENT WITH LTC 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 OF THE TRUST, AND THEREFORE COMMON CONTROL IS PRESENT. | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| GEORGE LOENING | |||||||
| 1 | C/O GELLER ADVISORS LLC PO BOX1 510 | NEW YORK | NY | 101591510 | $5,000 | Yes (X) | |
| LAWRENCE H LINDEN AND DANA W LINDEN | |||||||
| 2 | 156 WEST 56TH STREET | NEW YORK | NY | 100193879 | $88,179 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | VENTYX BIOSCIENCES, INC. (VTYX) 1,231.000 SHARES | $41,177 | 2022-12-15 |
| 2 | VENTYX BIOSCIENCES, INC. (VTYX) 1,440.000 SHARES | $47,002 | 2022-12-16 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION | CategoryTxt |
| Amt | $45,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $45,775 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|
| ENERGY FUTURES INITIATIVE INC | |||||||
| 900 17TH STREET NW SUITE 1100 | WASHINGTON | DC | 200062592 | 2021-12-16 | $44,000 | LARGE SCALE CDR AND STORAGE | PENDING |
| RHODIUM GROUP | |||||||
| 5 COLUMBUS CIRCLE SUITE 1801 | NEW YORK | NY | 100191471 | 2021-02-05 | $400,000 | CLOSING THE GAP | PENDING |
| ENERGY FUTURES INITIATIVE INC | |||||||
| 900 17TH STREET NW SUITE 1100 | WASHINGTON | DC | 200062592 | 2022-03-30 | $30,000 | CARBON DIOXIDE REMOVAL | PENDING |
| ENERGY FUTURES INITIATIVE INC | |||||||
| 900 17TH STREET NW SUITE 1100 | WASHINGTON | DC | 200062592 | 2022-04-06 | $225,000 | CARBON DIOXIDE REMOVAL ANALYSIS AND EDUCATION | PENDING |
| ENERGY FUTURES INITIATIVE INC | |||||||
| 900 17TH STREET NW SUITE 1100 | WASHINGTON | DC | 200062592 | 2022-07-26 | $75,000 | CARBON DIOXIDE REMOVAL ANALYSIS AND EDUCATION | PENDING |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC CMN CLASS A (ACN) 169.000 SHARES | $45,096 | $45,096 |
| ADOBE INC CMN (ADBE) 133.000 SHARES | $44,759 | $44,759 |
| ALPHABET INC. CMN CLASS A (GOOGL) 920.000 SHARES | $81,172 | $81,172 |
| AMAZON.COM INC CMN (AMZN) 704.000 SHARES | $59,136 | $59,136 |
| AON PUBLIC LIMITED COMPANY CMN (AON) 90.000 SHARES | $27,013 | $27,013 |
| ASML HOLDING N.V. ADR CMN (ASML) 56.000 SHARES | $30,588 | $30,588 |
| ASTRAZENECA PLC SPONS ADR SPONSORED ADR CMN (AZN) 652.000 SHARES | $44,206 | $44,206 |
| AUTODESK, INC. CMN (ADSK) 124.000 SHARES | $23,172 | $23,172 |
| BOSTON SCIENTIFIC CORP. COMMON STOCK (BSX) 1,094.000 SHARES | $50,619 | $50,619 |
| BURLINGTON STORES INC CMN (BURL) 161.000 SHARES | $32,644 | $32,644 |
| CHARLES SCHWAB CORPORATION CMN (SCHW) 798.000 SHARES | $66,441 | $66,441 |
| ENTEGRIS, INC. CMN (ENTG) 158.000 SHARES | $10,363 | $10,363 |
| EPAM SYSTEMS, INC. CMN (EPAM) 144.000 SHARES | $47,195 | $47,195 |
| FISERV, INC. CMN (FISV) 113.000 SHARES | $20,756 | $20,756 |
| INTUIT INC CMN (INTU) 114.000 SHARES | $44,371 | $44,371 |
| KEURIG DR PEPPER INC CMN (KDP) 396.000 SHARES | $14,121 | $14,121 |
| LINDE PLC CMN (LIN) 88.000 SHARES | $28,705 | $28,705 |
| MASTERCARD INCORPORATED CMN CLASS A (MA) 93.000 SHARES | $32,339 | $32,339 |
| MICROSOFT CORPORATION CMN (MSFT) 501.000 SHARES | $120,150 | $120,150 |
| MONSTER BEVERAGE CORPORATION CMN (MNST) 329.000 SHARES | $33,403 | $33,403 |
| NEUROCRINE BIOSCIENCES, INC. CMN (NBIX) 353.000 SHARES | $42,162 | $42,162 |
| NVIDIA CORPORATION CMN (NVDA) 140.000 SHARES | $20,460 | $20,460 |
| O'REILLY AUTOMOTIVE, INC. CMN (ORLY) 34.000 SHARES | $28,697 | $28,697 |
| PAYPAL HOLDINGS, INC. CMN (PYPL) 497.000 SHARES | $35,396 | $35,396 |
| SOLAREDGE TECHNOLOGIES, INC. CMN (SEDG) 97.000 SHARES | $27,477 | $27,477 |
| UNITEDHEALTH GROUP INCORPORATE CMN (UNH) 84.000 SHARES | $44,535 | $44,535 |
| VISA INC. CMN CLASS A (V) 220.000 SHARES | $45,707 | $45,707 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DYNAMIC EQUITY MANAGERS: PORTFOLIO 2 [SERIES] | FMV | $957,595 | $957,595 |
| DYNAMIC EQUITY MANAGERS: PORTFOLIO 4 [SERIES] | FMV | $595,949 | $595,949 |
| EDGEWATER GROWTH CAPITAL PARTNERS II, L.P. | FMV | $104,643 | $104,643 |
| EDGEWATER GROWTH CAPITAL PARTNERS, L.P. | FMV | $116,413 | $116,413 |
| GLOBAL DISTRESSED OPPORTUNITIES CAYMAN UNIT TRUST | FMV | $26,933 | $26,933 |
| GOLDMAN SACHS HIGH YIELD FLOATING RATE INST CL P (GSFRX) 213,614.75 SHARES | FMV | $1,852,040 | $1,852,040 |
| GOLDMAN SACHS INTERNATIONAL EQUITY INSIGHTS CL P (GGFPX) 63,976.79 SHARES | FMV | $753,647 | $753,647 |
| GOLDMAN SACHS SHORT DURATION INCOME FUND CL P (GMCPX) 374,569.44 SHARES | FMV | $3,502,224 | $3,502,224 |
| GS MEZZANINE PARTNERS 2006 OFFSHORE, L.P. | FMV | $2,297 | $2,297 |
| SPDR S&P 500 ETF TRUST (SPY) 20,451.000 SHARES | FMV | $7,821,075 | $7,821,075 |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF (DBEF) 17,695.000 SHARES | FMV | $570,310 | $570,310 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL AND ADMINISTRATIVE LEGAL COUNSEL | CategoryTxt |
| Legal Fees | $1,310 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $35 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,275 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCRUED INVESTMENT INCOME | $36,560 | $36,560 |
| RIGHT OF USE ASSETS - OPERATING LEASES | $190,654 | $190,654 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED DEPRECIATION OF INVESTMENTS | Desc |
| Amt | $3,543,148 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $10,661 | $405 | $405 | $10,256 |
| OFFICE FURNISHING AND EQUIPMENT | $3,700 | $137 | $236 | $3,464 |
| OFFICE EXPENSES | $18,613 | $688 | $1,219 | $16,776 |
| MEMBERSHIP DUES | $46 | $2 | $2 | $45 |
| BANK FEES | $975 | $975 | $975 | $0 |
| THRU SCHEDULE K-1'S OTHER INVESTMENT EXPENSES | $0 | $13,272 | $13,272 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| THRU SCHEDULE K-1'S OTHER INCOME | $0 | $8 | $8 |
| ORGANIZATION ADMINISTRATIVE INCOME | $66,563 | $66,563 | |
| GRANT REFUNDS | $104,530 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX BENEFIT | Desc |
| Amt | $57,600 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX | $89,100 | $31,500 |
| DEFERRED RENT | $24,919 | $0 |
| LEASE LIABILITY | $0 | $203,113 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INFORMATION TECHNOLOGY CONSULTANT | $18,829 | $696 | $1,215 | $17,614 |
| INVESTMENT MANAGEMENT AND ADVISORY | $95,090 | $95,090 | $95,090 | $0 |
| PROGRAM RELATED CONSULTANTS | $579,887 | $0 | $30,000 | $596,381 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $4,830 | $0 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $124 | $124 | $124 | $0 |
| THRU SCHEDULE K-1'S FOREIGN TAXES WITHHELD | $0 | $329 | $329 | $0 |