THE V KANN RASMUSSEN FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE V KANN RASMUSSEN FOUNDATION INC (EIN 46-2283123)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-02
- IRS object ID
- 202031849349100733
- Schema version
- 2018v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- 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 | 2020-07-02T15:20:38-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | 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 INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VKAN | BusinessNameControlTxt |
| Phone | 2128124271 | PhoneNum |
US Address USAddress
| 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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRENE KRARUP | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2128124271 | PhoneNum |
| Signature | 2020-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT BROWN | PreparerPersonNm |
| PTIN | P02104034 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2020-07-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $89,949,457 | 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 | $925,888 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,659,955 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,687,740 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,323,726 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,946,023 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $608,461 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,296 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,222,089 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,608,274 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $55,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $55,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $269,410 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $269,410 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $89,542 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $89,542 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,178 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,178 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $85,362 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $77,962 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $360,267 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $382,966 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,185 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $18,580 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $61,524 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $44,029 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $98,814 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $98,814 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $171,897 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $171,897 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $426 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $426 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55,014 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $695,129 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $55,014 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,255,434 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,140,704 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $843,428 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,252,074 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,252,074 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,507,508 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,140,704 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,095,502 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,714,581 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,467,570 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $264,375 | CashBOYAmt |
| Cash EOY | $1,392,562 | CashEOYAmt |
| Cash EOYFMV | $1,392,562 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,116,769 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,716,491 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,716,491 | 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 | $8,596,808 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,172,792 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,172,792 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,443,527 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,448,630 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,448,630 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,405,166 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,885,656 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,885,656 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $53,232,787 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $54,133,326 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $54,133,326 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $87,259,432 | TotalAssetsBOYAmt |
| Total Assets EOY | $89,949,457 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $89,949,457 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $87,259,432 | UnrestrictedBOYAmt |
| Unrestricted EOY | $89,949,457 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $87,259,432 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $89,949,457 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $87,259,432 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $89,949,457 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $87,259,432 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,714,581 | ExcessRevenueOverExpensesAmt |
| Other Increases | $975,444 | OtherIncreasesAmt |
| Subtotal | $89,949,457 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $89,949,457 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $22,457,937 | $17,901,598 | $4,556,339 | $4,556,339 |
| SOUTHPAW CREDIT OPPORTUNITY FUND | P | $3,865,789 | $3,616,555 | $249,234 | $249,234 |
| BOSTON COMMON SMALL CAP SOCIAL FUND LLC | P | $58,314 | $58,314 | ||
| BOSTON COMMON INTERNATIONAL SUSTAINABLE CLIMATE FUND LLC | P | $225,469 | $225,469 | ||
| CAMDEN PRIVATE CAPITAL III, LLC | P | $49,346 | $49,346 | ||
| DBL PARTNERS III LP | P | -$23 | -$23 | ||
| ECOSYSTEM INVESTMENT PARTNERS II, LP | P | -$946 | -$946 | ||
| GENERATION IM GLOBAL EQUITY FUND, LLC | P | $1,139,934 | $1,139,934 | ||
| METROPOLITAN REAL ESTATE PARTNERS INTERNATIONAL III, LP | P | $43,603 | $43,603 | ||
| METROPOLITAN REAL ESTATE PARTNERS VI, LP | P | $40,499 | $40,499 | ||
| MORGAN CREEK PARTNERS II LP | P | $145,503 | $145,503 | ||
| PARTNERS CAPITAL CONDOR FUND II,LP | P | $1,483 | $1,483 | ||
| SJF VENTURES III, LP | P | $49,970 | $49,970 | ||
| SONEN GLOBAL SUSTAINABLE REAL ASSETS FUND | P | $77,889 | $77,889 | ||
| THE HIGHCLERE INTERNATIONAL INVESTORS SMALLER COMPANIES FUND | P | $283,893 | $283,893 | ||
| THE LYME FOREST FUND III, TE LP | P | $410 | $410 | ||
| THE LYME FOREST FUND IV, TE LP | P | $9,560 | $9,560 | ||
| ECOSYSTEM INVESTMENT PARTNERS III LP | P | $1,041 | $1,041 | ||
| MONDRIAN INTERNATIONAL EQUITY ESG FUND LP | P | $14,505 | $14,505 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,946,023 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,854,743 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $86,010,711 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068070 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,228,442 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $81,237,421 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.076670 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,029,239 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $81,108,074 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.074336 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,035,072 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.219076 | TotalDistributionRt |
| Average Distribution | 0.043815 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $84,695,561 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,710,936 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $74,676 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,785,612 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,095,502 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $149,351 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $149,351 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $149,351 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $124,704 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $154,704 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $531 | EsPenaltyAmt |
| Overpayment | $4,822 | OverpaymentAmt |
| Applied To ES Tax | $4,822 | 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 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ASTRID KANN-RASMUSSEN | ||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | TRUSTEE AND BOARD CHAIRMAN | 6.00 | $10,000 | $0 | $0 |
| HANS KANN RASMUSSEN | ||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | TRUSTEE AND VICE CHAIRMAN | 4.00 | $10,000 | $0 | $0 |
| KRISTIAN KANN RASMUSSEN | ||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | TRUSTEE | 4.00 | $10,000 | $0 | $0 |
| DR LOIS EH SMITH PORTER | ||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | TRUSTEE AND TREASURER | 4.00 | $20,000 | $0 | $0 |
| SOREN HERMANSEN | ||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | TRUSTEE | 4.00 | $5,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRENE KRARUP | PersonNm |
US Address USAddress
| 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) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $239,700 | CompensationAmt |
| Employee Benefits | $76,606 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES | |||||
| 4100 NORTH FAIRFAX DR | ARLINGTON | VA | 22203 | INVESTMENT ADVISORY | $216,339 |
| PKF O'CONNOR DAVIES LLP | |||||
| 500 MAMARONECK AVENUE | HARRISON | NY | 10528 | AUDIT AND TAX PREPARATION FEES | $59,325 |
| 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 | $82,009,381 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,975,960 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $85,985,341 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $85,985,341 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,289,780 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $84,695,561 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,234,778 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,234,778 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $149,351 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $8,047 | IncomeTaxAmt |
| Total Tax | $157,398 | TotalTaxAmt |
| Distributable Before Adj | $4,077,380 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $608,461 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,685,841 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,685,841 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,095,502 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,095,502 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,095,502 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,685,841 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,581,438 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,227,707 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,624,799 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,433,944 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,095,502 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,095,502 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,590,339 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,590,339 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,843,605 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,843,605 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,218,806 | ExcessFromYear2Amt |
| Excess From Year1 | $1,624,799 | ExcessFromYear1Amt |
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 14 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE STATEMENT 14 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE STATEMENT 14 | 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 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN UNIVERSITY | ||||||||
| 4400 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20016 | N/A | PC | IN SUPPORT OF ACADEMIC RESEARCH AROUND GEOENGINEERING GOVERNANCE AND CARBON DIOXIDE REMOVAL | $250,000 | |
| AMERICAN UNIVERSITY | ||||||||
| 4400 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20016 | N/A | PC | IN SUPPORT OF THE ACADEMIC WORKING GROUP ON INTERNATIONAL GOVERNANCE OF CLIMATE ENGINEERING AND OTHER ACADEMIC PEER GATHERINGS | $50,000 | |
| CARNEGIE COUNCIL FOR ETHICS IN INTERNATIONAL AFFAIRS | ||||||||
| 170 EAST 64TH STREET | NEW YORK | NY | 10065 | N/A | PC | IN SUPPORT OF THE C2G2 GEOENGINEERING GOVERNANCE PROGRAM | $800,000 | |
| CLIMATE CENTRAL | ||||||||
| ONE PALMER SQUARE SUITE 330 | PRINCETON | NJ | 08542 | N/A | PC | IN SUPPORT OF CLIMATE CENTRAL'S SEA LEVEL RISE RISK MAPS | $55,000 | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | N/A | PC | IN SUPPORT OF THE INTEGRATION OF FOOD SYSTEMS IN CLIMATE INTERACTIVE'S EN-ROADS TOOL | $45,000 | |
| CLIMATEWORKS FOUNDATION | ||||||||
| 235 MONTGOMERY STREET SUITE 1300 | SAN FRANCISCO | CA | 94104 | N/A | PC | IN SUPPORT OF FUNDER COORDINATION ACTIVITIES IN 2019 | $50,000 | |
| CONFLUENCE PHILANTHROPY | ||||||||
| 436 14TH STREET SUITE 900 | OAKLAND | CA | 94612 | N/A | PC | PRACTITIONER MEMBERSHIP FOR 2019 AND 2020 TO BE USED FOR OPERATIONS | $5,000 | |
| CONFLUENCE PHILANTHROPY | ||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | N/A | PC | CORE FUNDING | $30,000 | |
| ENVIRONMENTAL GRANTMAKERS ASSOCIATION | ||||||||
| 475 RIVERSIDE DRIVE SUITE 960 | NEW YORK | NY | 10115 | N/A | PC | 2019 MEMBERSHIP DUES TO BE USED FOR OPERATIONS | $13,574 | |
| EXPONENT PHILANTHROPY | ||||||||
| PO BOX 65607 | WASHINGTON | DC | 20035 | N/A | PC | 2019 AND 2020 MEMBERSHIP DUES TO BE USED FOR OPERATIONS | $1,500 | |
| FRIENDS OF ETC GROUP | ||||||||
| 441 AVON STREET | OAKLAND | CA | 94618 | N/A | PC | IN SUPPORT OF CIVIL SOCIETY ENGAGEMENT AROUND GEOENGINEERING GOVERNANCE | $62,000 | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | N/A | PC | IN SUPPORT OF THE GLOBAL ALLIANCE FOR THE FUTURE OF FOOD'S CLIMATE PROGRAM AND CLIMATE CONFERENCE ACTIVITIES IN 2019 AND 2020 | $100,000 | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | N/A | PC | RENEWAL OF THE GLOBAL ALLIANCE FOR THE FUTURE OF FOOD MEMBERSHIP DUES 2019 AND 2020 | $40,000 | |
| ROCKEFELLER PHILANTHROPY ADVISORS | ||||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | IN SUPPORT OF THE CLIMATE NEXUS CLIMATE SCIENCE COMMUNICATION WORK | $250,000 | |
| THE NATIONAL ACADEMIES | ||||||||
| 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | N/A | PC | IN SUPPORT OF THE GOVERNANCE PART OF A RESEARCH PROJECT ON SOLAR GEOENGINEERING | $100,000 | |
| UNION OF CONCERNED SCIENTISTS | ||||||||
| TWO BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | N/A | PC | IN SUPPORT OF THE ORGANIZATION'S CLIMATE PROGRAM | $50,000 | |
| UNITED NATIONS FOUNDATION | ||||||||
| 1750 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20006 | N/A | PC | IN SUPPORT OF A COMMUNICATION EFFORTS RELATED TO THE IPCC SPECIAL REPORT ON LAND USE | $150,000 | 300 |
| WINDWARD FUND | ||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | N/A | PC | IN SUPPORT OF A NEW CAPACITY BUILDING INITIATIVE TO ENGAGE WOMEN ON CLIMATE | $200,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,252,074 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARNEGIE COUNCIL FOR ETHICS IN INTERNATIONAL AFFAIRS | |||||||
| 170 EAST 64TH STREET | NEW YORK | NY | 10065 | N/A | PC | IN SUPPORT OF THE C2G2 GEOENGINEERING GOVERNANCE PROGRAM | $2,400,000 |
| FRIENDS OF ETC GROUP | |||||||
| 441 AVON STREET | OAKLAND | CA | 94618 | N/A | PC | IN SUPPORT OF CIVIL SOCIETY ENGAGEMENT AROUND GEOENGINEERING GOVERNANCE | $50,000 |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | N/A | PC | IN SUPPORT OF THE GLOBAL ALLIANCE FOR THE FUTURE OF FOOD'S CLIMATE PROGRAM AND CLIMATE CONFERENCE ACTIVITIES IN 2019 AND 2020 | $25,000 |
| THE NATIONAL ACADEMIES | |||||||
| 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | N/A | PC | IN SUPPORT OF THE GOVERNANCE PART OF A RESEARCH PROJECT ON SOLAR GEOENGINEERING | $100,000 |
| UNION OF CONCERNED SCIENTISTS | |||||||
| TWO BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | N/A | PC | IN SUPPORT OF THE ORGANIZATION'S CLIMATE PROGRAM | $50,000 |
| WINDWARD FUND | |||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | N/A | PC | IN SUPPORT OF A NEW CAPACITY BUILDING INITIATIVE TO ENGAGE WOMEN ON CLIMATE | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,825,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $266 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $925,622 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $6,151 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,681,589 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd |
|---|---|---|---|---|
| GRANT REFUNDS | $608,461 | |||
| OTHER INCOME THROUGH K-1 | -$61,943 | 525990 | $61,943 | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $68,360 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,153,729 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,222,089 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DEMASCO, SENA & JAHELKA - BOOKKEEPING | $26,037 | $0 | $26,037 |
| PKF O'CONNOR DAVIES LLP - AUDIT AND TAX | $59,325 | $0 | $51,925 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUDOR TRUST | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 LADBROKE GROVE | AddressLine1Txt |
| Province Or State | LONDON | ProvinceOrStateNm |
| Country | UK | CountryCd |
| Foreign Postal | W11 3BD | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2017-10-08 | GrantDt |
| Grant | $120,000 | GrantAmt |
| Purpose Of Grant | THE CATALYST PROJECT IS A TWO YEAR SCOPING PROJECT HOSTED BY TUDOR TRUST, CONDUCTED BY PETER LIPMAN WHO PREVIOUSLY CAME FROM A JOB AS AN EXTERNAL AFFAIRS DIRECTOR OF THE UK SUSTAINABLE TRANSPORT ORGANIZATION SUSTRANS AND ALSO ACTED AS CO-CHAIR FOR THE TRANSITION NETWORK. BUILDING ON VERY EXTENSIVE RESEARCH INTO THE RANGE OF EXISTING RESPONSES TO CONVERGING ECOLOGICAL, ECONOMIC AND ENERGY AND EQUITY RELATED CRISES AND DISCUSSIONS WITH CHANGE AGENTS FROM A BROAD RANGE OF SECTORS AROUND THE WORLD, PETER IS USING THE GRANT TO DEVISE AND TEST HOW BEST TO LINK TOGETHER, SUPPORT AND AMPLIFY RESPONSES TO THOSE CRISES. | PurposeOfGrantTxt |
| Expended By Grantee | $120,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO DIVERSON OF FUNDS | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 5/20/20 | DatesOfReportsByGranteeTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTARY INFORMATION | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART XV, LINE 2 | FormAndLineReferenceDesc |
| Medium Explanation | PLEASE NOTE THAT THE FOUNDATION DID NOT ENGAGE IN AN OPEN SUBMISSION APPLICATION PROCESS IN 2018 AND 2019 AS THE FOUNDATION WAS ENGAGED IN A NUMBER OF TARGETED MULTIYEAR GRANTS WHICH LIMITED THE POSSIBILITY OF ADDING NEW GRANTS TO THE PORTFOLIO. THE PROCESS AS OUTLINED BELOW IS STILL THE NORMAL PROCEDURE AS APPROVED BY THE BOARD, SO THIS WAS AN EXCEPTION. VKRF WILL BE BACK TO HAVING AN OPEN APPLICATION ROUND IN THE AUTUMN 2020.OUR CURRENT PROGRAM AREAS:THE URGENCY OF DEALING WITH CLIMATE CHANGE, UNSUSTAINABLE CONSUMPTION, AND LOSS OF BIODIVERSITY ARE THE OVERALL THEMES FOR THE V. KANN RASMUSSEN FOUNDATION. WE PRIMARILY WORK IN THE UNITED STATES, BUT ONLY ON NATIONAL AND INTERNATIONAL LEVEL ISSUES. ANY NON-US FUNDING MUST BE MULTINATIONAL IN SCOPE AND NOT FOCUS ON ANY SPECIFIC COUNTRY, REGION, OR CONTINENT.WE FAVOR PROJECTS THAT:-TAKE STOCK OF THE SCALE OF ENVIRONMENTAL PROBLEMS-USE A SYSTEMS APPROACH TO ACHIEVE CHANGE-LINK POLICY, ADVOCACY, AND PRACTICAL SOLUTION-HAVE INTERNATIONAL SIGNIFICANCE AND PERSPECTIVE, EVEN IF US BASED-ARE BASED ON ORIGINAL THINKING AND CREATIVE IDEASOUR TYPICAL GRANTEES ARE SMALL OR MIDSIZE ORGANIZATIONS WITH DEMONSTRATED LEADERSHIP IN DEVELOPING STRATEGY, COMMUNICATING VISION, AND WITH EFFECTIVE PROJECT PERFORMANCE. WE DO NOT PROVIDE CORE FUNDING. CURRENTLY, WE ONLY EVALUATE PROJECTS THAT FALL WITHIN ONE OF THE FOLLOWING CATEGORIES:ECOSYSTEMS RESILIENCE, PROTECTION AND RESTORATION- ECOSYSTEMS SERVICES - RESEARCH AND TOOLS OF RELEVANCE TO LARGE SCALE GEOGRAPHIC AREAS INCLUDING MANY COUNTRIES AND CONTINENTS- NATURAL GREENHOUSE GAS SEQUESTRATION AND STORAGE WITH LARGE SCALE IMPACT POTENTIAL- AGRO-BIODIVERSITYFRAMEWORK OF ECOLOGICAL STABILITY- ECONOMIC MODELS OF LIVING WITHIN GLOBAL LIMITS AND PRACTICAL IMPLEMENTATION OF CHANGE TO A STABLE GLOBAL ECOSYSTEM- SUSTAINABLE CONSUMPTION, PRODUCTION AND LAND USECOMMUNICATION AND LEADERSHIP- COMMUNICATING VALUE-BASED LIVING WITH SUSTAINABLE USE OF WATER, ENERGY, AND FOOD RESOURCES- NEW INNOVATIVE INITIATIVES TO ENHANCE INTERNATIONAL COOPERATION AND KNOWLEDGE-SHARING- NEXT GENERATION LEADERSHIPIN THE INITIAL REVIEW VKRF JUDGES ALL PROJECTS BASED ON A TWO-PAGE LETTER OF INQUIRY. VKRF HOLDS TWO OPEN SUBMISSION PERIODS ANNUALLY.WHAT WE DO NOT FUNDVKRF DOES NOT FUND:- FOR-PROFIT ORGANIZATIONS- GENERAL OPERATIONS OF WELL-ESTABLISHED NGO PROGRAMS- LARGE MEMBERSHIP ORGANIZATIONS- CANDIDATES FOR POLITICAL OFFICE- US PROJECTS WITH A SPECIFIC LOCAL, STATE, OR REGIONAL FOCUS (EXCEPTION: GREENWOOD AREA, SC)- NON-US PROJECTS FOCUSED ON SINGLE COUNTRIES OR SPECIFIC CONTINENTS.- CONSERVATIVE PROJECTS FOCUSED ON ONE SINGLE SPECIES- GOVERNMENT ORGANIZATIONS- INDIVIDUAL SCHOLARSHIPS OR OTHER INDIVIDUAL SUPPORT- BOOK OR MAGAZINE PUBLISHING- FILM, TV, RADIO, OR VIDEO PROJECTS- MEDICAL RESEARCH- HEALTH CARE- LARGE UNIVERSITY RESEARCH PROGRAMS- ORGANIZATIONS WHOSE JOB IT IS TO RE-GRANT FUNDING RECEIVED- CAPITAL CONSTRUCTION OR ENDOWMENT CAMPAIGNS- BENEFITS OR ANNUAL FUND-RAISING CAMPAIGNSGUIDELINES FOR SUBMITTING LETTERS OF INQUIRY:VKRF NORMALLY HAS TWO ANNUAL OPEN SUBMISSIONS FOR A TWO-PAGE LETTER OF INQUIRY (LOI), SUPPLEMENTED BY A MAXIMUM TWO-PAGE BUDGET AND A COPY OF APPLICANT'S 501(C)3 CERTIFICATION. BASED ON THE BOARD'S EVALUATION OF LOIS, A VERY LIMITED NUMBER OF APPLICANTS WILL BE INVITED TO SEND IN A FULL PROPOSAL. THE REVIEW PROCESS IS COMPLETED EIGHT TO TEN WEEKS FROM THE DEADLINE.VKRF TYPICALLY RECEIVES UP TO 200+ LOIS BY THE SUBMISSION DEADLINE. OF THESE, ONLY TEN TO TWENTY CAN BE INVITED TO SUBMIT A FULL PROPOSAL. UNFORTUNATELY, THIS MEANS THAT MANY WORTHY PROJECTS WILL NOT RECEIVE FUNDING IN ANY GIVEN ROUND. DUE TO THE VOLUME OF LOIS RECEIVED, THE VKRF STAFF MEMBERS DO NOT HAVE THE ABILITY TO OFFER FEEDBACK EXCEPT FOR THOSE INVITED TO SUBMIT A FULL PROPOSAL. PLEASE BE AWARE THAT EACH APPLICANT IS LIMITED TO SUBMITTING A MAXIMUM OF TWO LOIS. ALL APPLICANTS MUST HAVE A US 501(C)(3) CERTIFICATION AND AUDITED FINANCIAL STATEMENTS. IN CERTAIN CASES, VKRF WILL ACCEPT A FISCAL AGENT READY TO TAKE FULL FINANCIAL RESPONSIBILITY FOR A PROJECT. DO NOT APPLY IF YOU OR YOUR FISCAL AGENT DO NOT HAVE THE 501(C)(3) STATUS OR AUDITED FINANCIAL STATEMENTS. BE SURE TO SCROLL DOWN ON THE VERTICAL BAR ON THE RIGHT SIDE OF THIS SCREEN TO READ ALL OF THE APPLICATION REQUIREMENTS LISTED BELOW.THE TWO-PAGE LETTER OF INQUIRY MUST INCLUDE THE FOLLOWING:1. ORGANIZATION NAME, PROJECT TITLE, A CONTACT NAME, MAILING ADDRESS, TELEPHONE, FAX, E-MAIL, AND WEBSITE ADDRESS2. A 100-WORD ABSTRACT OF THE PROPOSAL (WHAT IS THIS ABOUT, WHY IS THIS IMPORTANT)3. A DESCRIPTION OF THE PROJECT: BACKGROUND, SPECIFIC OBJECTIVES, APPROACH, AND ANTICIPATED RESULTS WITH APPROPRIATE CITATIONS OF SCHOLARLY LITERATURE, REPORTS, AND CASE STUDIES TO JUSTIFY ANY ASSUMPTIONS. PLEASE DO NOT INCLUDE HYPERLINKS. IF NECESSARY, WE PREFER REFERENCE TO A URL.LIST OF REFERENCES CITED ARE OUTSIDE OF THE PAGE LIMIT. REFERENCES (FULL COPIES OF PAPERS, REPORTS, PRESS MENTIONS, CASE STUDIES CITED, LIST OF MEMBERS, ETC.) SHOULD BE AVAILABLE AS PDFS ON REQUEST.IN ADDITION, PLEASE INCLUDE (MAXIMUM OF 3 PAGES TOTAL):1. A SIMPLE LINE ITEM BUDGET, WITH PROJECTED BUDGET FOR THE WHOLE ORGANIZATION AND FOR THE SPECIFIC PROJECT;2. A COMPLETE LIST OF SECURED AND POTENTIAL FUNDING SOURCES FOR THE ORGANIZATION AND PROJECT (GRANTS RECEIVED, REQUESTS PENDING, PLANNED PROPOSAL SUBMISSIONS, EARNED INCOME, ETC.)3. A COPY OF THE APPLICANT OR FISCAL SPONSOR'S 501(C)(3) DETERMINATION LETTER FROM THE IRS. PLEASE NOTE: IF THE APPLICANT IS A 501(C)(3) BUT WILL NOT BE ABLE TO PROVIDE RECENT AUDITED FINANCIALS, A FISCAL SPONSOR SHOULD BE USED. CONTACT A VKRF STAFF MEMBER FOR GUIDANCE AND/OR A COPY OF THE REQUIRED FISCAL SPONSOR AGREEMENT.NO ADDITIONAL MATERIALS OR INFORMATION SHOULD BE INCLUDED.PLEASE ADHERE TO THE PAGE LIMITS AS DESCRIBED.PLEASE FORWARD THE LOI AS ONE DOCUMENT IN LETTER PAPER FORMAT (8.5 X11") WITH MINIMUM MARGINS OF 0.8 INCHES USING NO LESS THAN 11 POINT FONT TO GRANTS@VKRF.ORG. THE 501(C)(3) LETTER MAY BE A SEPARATE FILE ATTACHED TO THE SAME EMAIL. DOCUMENT FILE NAMES AND EMAIL SUBJECT LINES SHOULD INCLUDE THE NAME OF YOUR ORGANIZATION. DO NOT FORWARD TO INDIVIDUAL STAFF MEMBERS.LOIS THAT DO NOT FOLLOW THIS FORMAT WILL NOT BE CONSIDERED. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (42 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $161,065 | $161,065 |
| ANTHEM INC | $129,941 | $129,941 |
| APPLE INC | $317,437 | $317,437 |
| AT&T INC | $170,198 | $170,198 |
| BANK OF AMERICA CORP | $245,093 | $245,093 |
| BANK OF NY MELLON CORP | $139,717 | $139,717 |
| CELGENE CORP | $55,455 | $55,455 |
| CISCO SYSTEMS INC | $110,063 | $110,063 |
| CITIGROUP INC | $260,903 | $260,903 |
| COMCAST CORP | $182,945 | $182,945 |
| CSX CORP | $81,290 | $81,290 |
| CVS HEALTH CORP | $152,930 | $152,930 |
| CVS HEALTH CORP | $90,230 | $90,230 |
| DEERE & COMPANY | $151,785 | $151,785 |
| GENERAL MILLS INC | $101,517 | $101,517 |
| GOLDMAN SACHS GROUP INC | $129,694 | $129,694 |
| HOME DEPOT INC | $129,401 | $129,401 |
| JPMORGAN CHASE & CO | $192,211 | $192,211 |
| JPMORGAN CHASE & CO | $115,282 | $115,282 |
| MEDTRONIC INC | $262,158 | $262,158 |
| MERCK & CO INC | $266,098 | $266,098 |
| MICROSOFT CORP | $326,384 | $326,384 |
| MORGAN STANLEY | $161,678 | $161,678 |
| NEXTERA ENERGY CAPITAL | $190,199 | $190,199 |
| NIKE INC | $245,635 | $245,635 |
| NORTHERN STATES PWR-MINN | $176,561 | $176,561 |
| NOVARTIS CAPITAL CORP | $103,304 | $103,304 |
| PEPSICO INC | $122,203 | $122,203 |
| PNC FINANCIAL SERVICES GROUP INC | $147,437 | $147,437 |
| PRUDENTIAL FINANCIAL INC | $184,891 | $184,891 |
| SANOFI-AVENTIS | $103,011 | $103,011 |
| SIMON PROPERTY GROUP LP | $97,575 | $97,575 |
| STARBUCKS CORP | $173,198 | $173,198 |
| STATE STREET CORP | $100,444 | $100,444 |
| TEXAS INSTRUMENTS INC | $151,674 | $151,674 |
| TORONTO-DOMINION BANK | $239,753 | $239,753 |
| UNITED PARCEL SERVICE INC | $211,438 | $211,438 |
| UNITEDHEALTH GROUP INC | $202,930 | $202,930 |
| VERIZON COMMUNICATIONS | $173,070 | $173,070 |
| WALT DISNEY COMPANY | $89,656 | $89,656 |
| WESTPAC BANKING CORP | $134,283 | $134,283 |
| WESTPAC BANKING CORP | $104,919 | $104,919 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (201 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $53,992 | $53,992 |
| ABBVIE INC | $39,414 | $39,414 |
| ACCENTURE PLC | $155,946 | $155,946 |
| ACUITY BRANDS HOLDING COMPANY INC | $17,101 | $17,101 |
| ADOBE INC | $207,434 | $207,434 |
| ADOBE INC | $79,556 | $79,556 |
| ADVANCED MICRO DEVICES INC COM | $5,102 | $5,102 |
| AECOM | $24,981 | $24,981 |
| AGCO CORPORATION | $6,128 | $6,128 |
| AIR LEASE CORPORATION | $43,118 | $43,118 |
| AKAMAI TECHNOLOGIES INC COM | $11,620 | $11,620 |
| ALLISON TRANSMISSION HOLDINGS | $9,316 | $9,316 |
| ALLSTATE CORP | $79,217 | $79,217 |
| ALLY FINANCIAL INC | $24,048 | $24,048 |
| ALPHABET INC CL A | $245,796 | $245,796 |
| ALPHABET INC CL A | $158,089 | $158,089 |
| ALPHABET INC CL C | $30,265 | $30,265 |
| AMAZON.COM INC | $312,449 | $312,449 |
| AMAZON.COM INC | $193,150 | $193,150 |
| AMC NETWORKS INC A | $4,414 | $4,414 |
| AMERICAN NATIONAL INSURANCE | $3,028 | $3,028 |
| AMERICAN TOWER CORP | $320,987 | $320,987 |
| AMERICAN WATER WORKS COMPANY INC | $207,524 | $207,524 |
| AMGEN INC COM | $77,213 | $77,213 |
| ANALOG DEVICES INC | $105,985 | $105,985 |
| APPLE HOSPITALITY REIT INC | $20,824 | $20,824 |
| APPLE INC | $224,639 | $224,639 |
| APTIV PLC | $156,002 | $156,002 |
| AQUA AMERICA INC | $19,320 | $19,320 |
| ARROW ELECTRICS COMMON | $16,606 | $16,606 |
| ASPEN TECHNOLOGY INCORPORATED | $177,348 | $177,348 |
| AT&T INC | $126,869 | $126,869 |
| ATHENE HOLDING LTD CL A | $37,161 | $37,161 |
| AUTODESK COM | $199,553 | $199,553 |
| AVANGRID INC | $27,472 | $27,472 |
| AVNET INC COM | $4,663 | $4,663 |
| BALL CORPORATION | $211,160 | $211,160 |
| BANK OF AMERICA CORPORATION | $122,467 | $122,467 |
| BANK OF NEW YORK MELLON CORPORATION | $19,912 | $19,912 |
| BECTON DICKINSON & CO COM | $14,365 | $14,365 |
| BEST BUY COMPANY INC | $18,339 | $18,339 |
| BIOGEN, INC | $65,717 | $65,717 |
| BOEING CO COM | $36,765 | $36,765 |
| BOOKING HOLDINGS INC | $3,749 | $3,749 |
| BOOZ ALLEN HAMILTON HOLDING | $10,594 | $10,594 |
| BOSTON SCIENTIFIC CORP COM | $5,373 | $5,373 |
| BRISTOL-MYERS SQUIBB CO | $10,748 | $10,748 |
| BROADCOM INC | $49,800 | $49,800 |
| CADENCE DESIGN SYSTEM INC | $40,220 | $40,220 |
| CAPITAL ONE FINANCIAL CORP | $83,572 | $83,572 |
| CBRE GROUP INC | $126,095 | $126,095 |
| CHEMOURS COMPANY | $7,584 | $7,584 |
| CHUBB LTD | $69,374 | $69,374 |
| CIGNA CORP | $4,096 | $4,096 |
| CISCO SYSTEMS INC | $105,519 | $105,519 |
| CITRIX SYSTEMS INC COM | $180,479 | $180,479 |
| CLOROX COMPANY | $6,431 | $6,431 |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP | $887 | $887 |
| COMCAST CORP | $9,217 | $9,217 |
| COSTCO WHOLESALE CORP COM | $4,228 | $4,228 |
| CUMMINS INC COM | $52,773 | $52,773 |
| CVS HEALTH CORPORATION | $9,754 | $9,754 |
| CYRUSONE INC | $19,567 | $19,567 |
| DANAHER CORP COM | $344,580 | $344,580 |
| DANAHER CORP COM | $18,008 | $18,008 |
| DILLARDS INC CLASS A COMMON | $3,986 | $3,986 |
| DOUGLAS EMMETT INC | $42,708 | $42,708 |
| DOVER CORP COMMON | $6,713 | $6,713 |
| DXC TECHNOLOGY CO | $116,918 | $116,918 |
| EATON CORP PLC | $64,042 | $64,042 |
| EBAY INC COM | $19,513 | $19,513 |
| ECOLAB INC COM | $251,736 | $251,736 |
| ECOLAB INC COM | $22,706 | $22,706 |
| EDWARDS LIFESCIENCES CORP COM | $168,483 | $168,483 |
| EDWARDS LIFESCIENCES CORP COM | $19,398 | $19,398 |
| ELI LILLY & CO | $29,470 | $29,470 |
| ESTEE LAUDER COMPANIES INC | $10,803 | $10,803 |
| FACEBOOK INC-A | $121,976 | $121,976 |
| FIRST SOLAR INC | $22,791 | $22,791 |
| FMC CORPORATION COMMON NEW | $12,608 | $12,608 |
| FOOT LOCKER INC | $8,426 | $8,426 |
| FORD MOTOR CO | $23,110 | $23,110 |
| FORTIVE CORP | $184,154 | $184,154 |
| GAP INC COM | $19,497 | $19,497 |
| GENERAL MILLS INC | $21,533 | $21,533 |
| GENERAL MOTORS COMPANY | $59,567 | $59,567 |
| GENWORTH FINANCIAL INC | $19,414 | $19,414 |
| GILEAD SCIENCES INC COM | $32,429 | $32,429 |
| GOLDMAN SACHS GROUP INC COM | $31,713 | $31,713 |
| HEWLETT PACKARD ENTERPRISE COMPANY | $61,400 | $61,400 |
| HOME DEPOT INC COM | $134,557 | $134,557 |
| HONEYWELL INTL INC COM | $41,552 | $41,552 |
| HOSPITALITY PROPERTIES TRUST | $90,500 | $90,500 |
| HOST HOTELS & RESORTS INC | $36,260 | $36,260 |
| HUMANA INC COM | $6,898 | $6,898 |
| HUNTSMAN CORPORATION | $32,868 | $32,868 |
| IDEXX LABS COMMON | $181,442 | $181,442 |
| ILLUMINA INC | $200,642 | $200,642 |
| INTEL CORP COM | $140,546 | $140,546 |
| INTERNATIONAL BUSINESS MACHINES CORP | $104,115 | $104,115 |
| INTUIT INC COM | $295,042 | $295,042 |
| INTUIT INC COM | $39,461 | $39,461 |
| J B HUNT TRANSPORT SERVICES INC | $140,406 | $140,406 |
| JACOBS ENGINEERING GROUP INC COM | $76,964 | $76,964 |
| JOHNSON & JOHNSON | $115,602 | $115,602 |
| JOHNSON CONTROLS INTERNATIONAL PLC | $27,760 | $27,760 |
| JONES LANG LASALLE INC COM | $61,763 | $61,763 |
| JPMORGAN CHASE & CO | $159,427 | $159,427 |
| KB HOME COM | $5,712 | $5,712 |
| KBR INC | $1,122 | $1,122 |
| KEURIG DR PEPPER INC | $14,623 | $14,623 |
| KILROY REALTY CORPORATION | $75,065 | $75,065 |
| KIMCO REALTY CORP | $3,788 | $3,788 |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS | $2,397 | $2,397 |
| KOHLS CORP COM | $13,599 | $13,599 |
| KRAFT HEINZ CO | $67,108 | $67,108 |
| KROGER COMPANY COMMON | $25,596 | $25,596 |
| LEIDOS HOLDINGS, INC | $12,936 | $12,936 |
| LENNAR CORP CL A | $13,520 | $13,520 |
| LINCOLN NATIONAL CORP COMMON | $58,521 | $58,521 |
| LOCKHEED MARTIN CORPORATION COM | $36,718 | $36,718 |
| LOGMEIN INCORPORATED | $13,999 | $13,999 |
| LOUISIANA PAC CORP | $13,582 | $13,582 |
| MACY'S INC | $20,151 | $20,151 |
| MANPOWER INC WIS | $38,350 | $38,350 |
| MARRIOTT INTERNATIONAL INC | $170,873 | $170,873 |
| MARVEL TECHNOLOGY GROUP LTD | $143,315 | $143,315 |
| MASTERCARD INC | $11,904 | $11,904 |
| MCCORMICK & CO INC | $17,361 | $17,361 |
| MEDIA GENERAL INC | $1,454 | $1,454 |
| MEDICAL PROPERTIES TRUST INC | $37,758 | $37,758 |
| MEDTRONIC PLC | $125,146 | $125,146 |
| MERCK & COMPANY INC | $71,273 | $71,273 |
| METLIFE INCORPORATED | $95,168 | $95,168 |
| METTLER TOLEDO INTERNATIONAL COM | $183,960 | $183,960 |
| MICRON TECHNOLOGY INC COM | $99,755 | $99,755 |
| MICROSOFT CORP | $359,147 | $359,147 |
| MICROSOFT CORP | $224,651 | $224,651 |
| MOLSON COORS BEVERAGE COMPANY | $51,128 | $51,128 |
| MONOLITHIC POWER SYSTEMS INC | $165,380 | $165,380 |
| MORGAN STANLEY GROUP INC | $44,292 | $44,292 |
| NEW RESIDENTIAL INVESTMENT CORP REIT | $30,811 | $30,811 |
| NIKE INC CL B | $6,632 | $6,632 |
| NORDSON CORPORATION | $160,952 | $160,952 |
| NORTHROP GRUMMAN CORP | $4,200 | $4,200 |
| ONEMAIN HOLDINGS INC | $6,458 | $6,458 |
| ORACLE CORPORATION COM | $107,104 | $107,104 |
| OSHKOSH CORPORATION | $25,548 | $25,548 |
| PACCAR INC | $3,798 | $3,798 |
| PARAMOUNT GROUP INC | $52,790 | $52,790 |
| PENSKE AUTOMOTIVE GROUP | $5,913 | $5,913 |
| PEPSICO INC COM | $53,632 | $53,632 |
| PFIZER INC | $170,767 | $170,767 |
| PROCTER & GAMBLE CO COM | $53,180 | $53,180 |
| PRUDENTIAL FINANCIAL INC | $205,535 | $205,535 |
| PULTE GROUP INC | $25,359 | $25,359 |
| PVH CORP | $20,064 | $20,064 |
| QUALCOMM INC COM | $30,808 | $30,808 |
| RAYTHEON CO COM NEW | $6,260 | $6,260 |
| REALOGY HOLDINGS | $7,863 | $7,863 |
| RYDER SYS INC COM | $21,863 | $21,863 |
| SABRA HEALTH CARE | $8,939 | $8,939 |
| SALESFORCE.COM INC | $165,234 | $165,234 |
| SALESFORCE.COM INC | $7,131 | $7,131 |
| SERVICENOW INC | $16,200 | $16,200 |
| SHERWIN WILLIAMS CO COM | $22,915 | $22,915 |
| SYNCHRONY FINANCIAL | $17,266 | $17,266 |
| SYNNEX CORPORATION | $12,989 | $12,989 |
| SYSCO CORP COMMON | $27,369 | $27,369 |
| TARGET CORP COM | $17,409 | $17,409 |
| TE CONNECTIVITY LIMITED | $12,835 | $12,835 |
| TECH DATA CORP COM | $17,573 | $17,573 |
| TEXAS INSTRUMENTS INC | $4,935 | $4,935 |
| THE HERSHEY COMPANY | $26,672 | $26,672 |
| THE J M SMUCKER COMPANY | $20,849 | $20,849 |
| THE MOSAIC COMPANY | $10,838 | $10,838 |
| THE TRAVELERS COMPANIES INC | $25,269 | $25,269 |
| THERMO FISHER SCIENTIFIC INC | $285,163 | $285,163 |
| THERMO FISHER SCIENTIFIC INC | $4,112 | $4,112 |
| TJX COMPANIES COM | $176,513 | $176,513 |
| TOLL BROTHERS COMMON | $18,310 | $18,310 |
| TRI POINTE GROUP, INC. | $3,232 | $3,232 |
| TYLER TECHNOLOGIES INCORPORATED | $154,238 | $154,238 |
| U S BANCORP DEL COM NEW | $52,610 | $52,610 |
| UNILEVER NV NY SHARES | $153,439 | $153,439 |
| UNITEDHEALTH GROUP INC | $268,167 | $268,167 |
| UNITEDHEALTH GROUP INC | $112,001 | $112,001 |
| US FOODS HOLDING CORP | $3,969 | $3,969 |
| VERISK ANALYTICS, INC. COMMON STOCK | $252,351 | $252,351 |
| VERIZON COMMUNICATIONS COM | $53,474 | $53,474 |
| VIACOM INC | $55,618 | $55,618 |
| VICI PROPERTIES INC | $36,432 | $36,432 |
| VISA INCORPORATED | $315,340 | $315,340 |
| VMWARE INCORPORATED | $62,537 | $62,537 |
| WALGREENS BOOTS ALLIANCE INC | $42,260 | $42,260 |
| WALT DISNEY CO | $119,532 | $119,532 |
| WELLS FARGO & CO | $49,118 | $49,118 |
| WESCO INTERNATIONAL INCORPORATED | $39,912 | $39,912 |
| WEST PHARMACEUTICAL SERVICES INC | $143,797 | $143,797 |
| XEROX CORPORATION | $1,239 | $1,239 |
| XYLEM INC-W/I | $73,352 | $73,352 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,208,550 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,208,550 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $2,964,242 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $2,964,242 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (30 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BOSTON COMMON SUSTAINABLE CLIMATE FUND | FMV | $5,400,189 | $5,400,189 |
| CAMDEN PRIVATE CAPITAL III | FMV | $408,006 | $408,006 |
| CAPRICORN TECHNOLOGY IMPACT FUND | FMV | $720,218 | $720,218 |
| DLB PARTNERS III LP | FMV | $376,631 | $376,631 |
| ECOSYSTEM INVESTMENT PARTNERS II, LP | FMV | $474,909 | $474,909 |
| ECOSYSTEM INVESTMENT PARTNERS III, LP | FMV | $308,041 | $308,041 |
| ENERGY CAP INFRASTRUCTURE CREDIT | FMV | $2,092,843 | $2,092,843 |
| G2VP | FMV | $1,662,556 | $1,662,556 |
| GENERATION GLOBAL EQUITY | FMV | $9,092,473 | $9,092,473 |
| GENERATION IM CLIMATE SOLUTIONS FUND II | FMV | $977,402 | $977,402 |
| GLOBAL RENEWABLE POWER II | FMV | $1,923,448 | $1,923,448 |
| HALL CAPITAL | FMV | $811,584 | $811,584 |
| LYME FOREST FUND IV | FMV | $502,239 | $502,239 |
| MONDRIAN IEQ | FMV | $5,133,295 | $5,133,295 |
| MORGAN CREEK PARTNERS II, LP | FMV | $725,286 | $725,286 |
| MREP INTERNATIONAL III | FMV | $116,337 | $116,337 |
| MREP VI | FMV | $70,152 | $70,152 |
| NEW ENERGY INVESTORS III LP | FMV | $548,042 | $548,042 |
| OWNERSHIP CAPITAL GLOBAL EQUITY FUND | FMV | $6,505,923 | $6,505,923 |
| PARTNERS CAP CONDOR FD II, LP | FMV | $116,354 | $116,354 |
| RBC EMERGING MARKETS EQUITY FUND | FMV | $2,505,646 | $2,505,646 |
| SAFER MADE LP | FMV | $57,091 | $57,091 |
| SJF VENTURES III, LP | FMV | $524,709 | $524,709 |
| SJF VENTURES IV, LP | FMV | $219,531 | $219,531 |
| SONEN PRIVATE EQUITY | FMV | $2,924,051 | $2,924,051 |
| SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES FUND | FMV | $4,220,030 | $4,220,030 |
| THE LYME FOREST FUND III TE, LP | FMV | $244,958 | $244,958 |
| THE LYME FOREST FUND V | FMV | $529,540 | $529,540 |
| VANGUARD SHORT-TERM BOND INDEX FUND | FMV | $4,753,319 | $4,753,319 |
| VISION RIDGE SUSTAINABLE ASSET FUND II | FMV | $188,523 | $188,523 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WITHERS BERGMAN LP | CategoryTxt |
| Legal Fees | $8,178 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,178 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE REGISTRATION FEES | $1,665 | $0 | $1,665 |
| INSURANCE | $13,222 | $0 | $13,222 |
| BANK SERVICE CHARGES | $1,805 | $0 | $1,805 |
| PAYROLL PROCESSING FEES | $9,267 | $0 | $9,267 |
| WEBSITE | $7,604 | $0 | $7,604 |
| OFFICE EQUIPMENT AND COMPUTERS | $4,750 | $0 | $4,750 |
| OFFICE SUPPLIES | $1,662 | $0 | $1,662 |
| POSTAGE AND DELIVERY | $2,621 | $0 | $2,621 |
| MISCELLANEOUS EXPENSES | $1,982 | $0 | $1,982 |
| TELEPHONE | $5,862 | $0 | $5,862 |
| PARTNERSHIP EXPENSES | $0 | $695,129 | $0 |
| SUBSCRIPTIONS | $1,182 | $0 | $1,182 |
| PROGRAM EXPENSES | $3,392 | $0 | $3,392 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER PARTNERSHIP INCOME | $0 | $2,296 | $0 |
| GRANT REFUNDS | $608,461 | $608,461 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $975,444 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT AND CUSTODIAL FEES | $126,743 | $126,743 | $0 |
| OTHER CONSULTING FEES | $4,472 | $0 | $4,472 |
| CAMBRIDGE ASSOCIATES - INVESTMENT ADVISORY FEES | $216,339 | $216,339 | $0 |
| HIGHCLERE INTERNATIONAL FEES THROUGH K-1 | $0 | $39,884 | $0 |
| BOARD DEVELOPMENT CONSULTING FEES | $12,713 | $0 | $12,713 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES PAID | $60,000 | $0 | $0 |
| STATE UBI TAXES PAID | $1,032 | $0 | $0 |
| FOREIGN TAX WITHHELD | $492 | $44,029 | $0 |
Comments