LEMELSON FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LEMELSON FOUNDATION (EIN 88-0391959)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202043219349105414
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-16T15:30:02-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN911194016PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK NUBER PSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110900 NE 4TH ST STE 1400AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN880391959EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LEMELSON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEMEBusinessNameControlTxt
Phone5032222924PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11455 NW OVERTON STREET NO 500AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL DAHLPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5032222924PhoneNum
Signature2020-11-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER BECKER HARRISPreparerPersonNm
PTINP00183358PTIN
Phone4254544919PhoneNum
Preparation2020-11-16PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address65.158.230.194IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-16IPDt
IP Tm11:30:55IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id9C75230018D5B80955F7F8F52B6C41F090A63707AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$405,508,342FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$883,233InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$883,233InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,293,476DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,879,148DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$19,602,167NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$23,084,463GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$18,033,238CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,473,810OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,300,955OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$28,252,686TotalRevAndExpnssAmt
Total Net Invst Incm$28,096,574TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$652,544CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$170,568CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$481,976CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,214,784OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,217,342OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$744,593PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$37,230PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$701,444PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$253,626LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$63,406LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$179,822LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$234,249AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$58,562AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$166,868AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,804,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,125,984OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,637,310OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,005,328TaxesRevAndExpnssAmt
Taxes Net Invst Incm$282,481TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$31,000TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$72,443DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$233,196OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$240,354OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$314,590TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$327,030TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$28,538PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$28,538PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$686,747OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,279,107OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$618,457OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,244,638TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,017,338TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,630,141TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,863,934ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,961,677ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$24,108,572TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,017,338TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$17,591,818TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,144,114ExcessRevenueOverExpensesAmt
Net Investment Income$20,079,236NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,904,156CashBOYAmt
Cash EOY$1,791,425CashEOYAmt
Cash EOYFMV$1,791,425CashEOYFMVAmt
Sav And Temp Cash Invst BOY$6,660,469SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$30,902,529SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$30,902,529SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$35,229PrepaidExpensesBOYAmt
Prepaid Expenses EOY$35,229PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$35,229PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$889,764USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,444,923USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,444,923USGovtObligationsEOYFMVAmt
Corporate Stock BOY$35,126,176CorporateStockBOYAmt
Corporate Stock EOY$68,244,202CorporateStockEOYAmt
Corporate Stock EOYFMV$68,244,202CorporateStockEOYFMVAmt
Corporate Bonds BOY$26,226,117CorporateBondsBOYAmt
Corporate Bonds EOY$32,363,998CorporateBondsEOYAmt
Corporate Bonds EOYFMV$32,363,998CorporateBondsEOYFMVAmt
Other Investments BOY$275,391,606OtherInvestmentsBOYAmt
Other Investments EOY$259,946,397OtherInvestmentsEOYAmt
Other Investments EOYFMV$259,946,397OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,284,380LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$549,316LandBldgEquipAccumDeprecAmt
Land BOY$814,666LandBOYAmt
Land EOY$735,064LandEOYAmt
Land EOYFMV$735,064LandEOYFMVAmt
Other Assets BOY$6,788,319OtherAssetsBOYAmt
Other Assets EOY$9,044,575OtherAssetsEOYAmt
Other Assets EOYFMV$9,044,575OtherAssetsEOYFMVAmt
Total Assets BOY$363,836,502TotalAssetsBOYAmt
Total Assets EOY$405,508,342TotalAssetsEOYAmt
Total Assets EOYFMV$405,508,342TotalAssetsEOYFMVAmt
Accounts Payable BOY$189,380AccountsPayableBOYAmt
Accounts Payable EOY$245,429AccountsPayableEOYAmt
Other Liabilities BOY$1,782,060OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,487,232OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,971,440TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,732,661TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$361,865,062NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$402,775,681NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$361,865,062TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$402,775,681TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$363,836,502TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$405,508,342TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$361,865,062TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,144,114ExcessRevenueOverExpensesAmt
Other Increases$36,766,505OtherIncreasesAmt
Subtotal$402,775,681SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$402,775,681TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$23,070,177$21,974,826$1,095,351$1,095,351
CLASS ACTION DISTRIBUTION$7,128$7,128$7,128P
PASS THROUGH INVESTMENTS REPORTED ON SCHEDULE K-1$17,134,478$17,134,478$17,134,478P
DISPOSAL OF LYME FOREST FUND TE$8,600$178,596-$169,996-$169,996P
DISPOSAL OF OUTSOURCED ASSETS$1,877$35,600-$33,723-$33,723P
DISPOSAL OF CEDAR ROCK CAPITAL PARTNERS LLC$13,951,684$13,951,684$0$0P
DISPOSAL OF LONE CASCADE LP$13,705,757$13,705,757$0$0P
DISPOSAL OF INT'L PRIVATE EQUITY PARTNERS III LP$12,323$12,323$0$0P
FieldValueIRS element (for citing)
Capital Gain Net Income$18,033,238CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$21,838,531AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$377,265,857NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.057886DistributionYr1Rt
Adjusted Qlfy Distri Yr2$18,183,273AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$360,182,560NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050483DistributionYr2Rt
Adjusted Qlfy Distri Yr3$16,465,811AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$340,928,927NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048297DistributionYr3Rt
Adjusted Qlfy Distri Yr4$19,838,462AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$346,966,060NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.057177DistributionYr4Rt
Adjusted Qlfy Distri Yr5$17,486,760AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$366,252,471NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.047745DistributionYr5Rt
Total Distribution0.261588TotalDistributionRt
Average Distribution0.052318AverageDistributionRt
Net Vl Noncharitable Assets$363,636,985NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$19,024,760AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$200,792NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$19,225,552AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$20,012,591QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$200,792InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$200,792SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$200,792TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$295,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$200,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$495,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$917EsPenaltyAmt
Overpayment$293,291OverpaymentAmt
Applied To ES Tax$293,291AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNVOrgReportOrRegisterStateCd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.LEMELSON.ORGWebsiteAddressTxt
Individual With BooksTRACEE BETANCOURTIndividualWithBooksNm
Phone5032222924PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11455 NW OVERTON STREET SUITE 500AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97209ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (1)ForeignAccountsQuestionInd
Foreign CountryINForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROL DAHL
1455 NW OVERTON STREET SUITE 500PORTLANDOR97209SEE STATEMENT 2440.00$400,025$77,743$300
PHILIP VARNUM
1455 NW OVERTON STREET SUITE 500PORTLANDOR97209SEE STATEMENT 2440.00$252,519$28,551$300
ERIC LEMELSON
1455 NW OVERTON STREET SUITE 500PORTLANDOR97209SEE STATEMENT 246.00$0$0$0
ROBERT LEMELSON
1455 NW OVERTON STREET SUITE 500PORTLANDOR97209SEE STATEMENT 246.00$0$0$0
SUSAN MORSE
1455 NW OVERTON STREET SUITE 500PORTLANDOR97209DIRECTOR6.00$0$0$0
JENNIFER BRUML
1455 NW OVERTON STREET SUITE 500PORTLANDOR97209DIRECTOR6.00$0$0$0
ANN MORGAN
1455 NW OVERTON STREET SUITE 500PORTLANDOR97209VICE PRESIDENT1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
ROB SCHNEIDER
1455 NW OVERTON ST STE 500PORTLANDOR97209SR. DIRECTOR OF STRA40.00$180,103$61,353$300
JENNIFER BURRAN
1455 NW OVERTON ST STE 500PORTLANDOR97209GRANTS, IT & CONTRAC40.00$142,250$54,997$300
DAVID CORONADO
1455 NW OVERTON ST STE 500PORTLANDOR97209PROGRAM OFFICER40.00$135,637$53,375$300
RACHEL JAGODA BURNETTE
1455 NW OVERTON ST STE 500PORTLANDOR97209PROGRAM OFFICER40.00$133,364$53,220$300
CYNTHIA COOPER
1455 NW OVERTON ST STE 500PORTLANDOR97209PROGRAM OFFICER40.00$133,172$53,182$300
FieldValueIRS element (for citing)
Other Employee Paid Over50k5OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
TIEDMANN WEALTH MANAGEMENT
1415 WESTERN AVENUE SUITE 600SEATTLEWA98101INVESTMENT CONSULTING FEES$800,972
LONG STORY SHORT MEDIA INC
2830 GEORGIA AVENUE NWWASHINGTONDC20001COMMUNICATIONS CONSULTANT$503,211
QUARLES & BRADY LLP
BIN 88895MILWAUKEEWI532880895LEGAL$215,140
SORENSEN STRATEGIES
8103 SW 222ND PLACEVASHONWA98070STRATEGIC CONSULTANT$191,224
UNCOMMON LLC
2284 COMMODORE WAY SUITE 220SEATTLEWA98199CONVENING CONSULTANTS$177,240
FieldValueIRS element (for citing)
Contractor Paid Over50k8ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1INVENTION EDUCATION COMMUNITY OF PRACTICE - THE FOUNDATION ESTABLISHED AN INVENTION EDUCATION CONVENING FOCUSED ON BUILDING AN INVENTION COMMUNITY, DEVELOPED NEW PARTNERSHIPS BETWEEN PROGRAMS AND BUILT CONSENSUS AMONG RELEVANT STAKEHOLDERS ABOUT FRAMEWORKS, DEFINITIONS AND THEMATIC PRIORITIES IN INVENTION EDUCATION. THE FOUNDATION BROADENED THE ORIGINAL COMMUNITY TO INCLUDE GRANTEES AND PARTNERS FROM HIGHER EDUCATION. THE PROGRAM COVERED CONVENING COSTS (FOOD, PLANNING CONSULTANTS, AV, ATTENDEE TRAVEL SUPPORT, ETC.), AS WELL AS SUPPORTED ATTENDEES TO CONTINUE WORKING ON KEY TOPIC AREAS GLEANED (EX: RESEARCHING INVENTION EDUCATION, COMMUNICATIONS) FROM THE CONVENING.Description1Txt
Expenses1$211,343Expenses1Amt
Description2INTEGRATING ENVIRONMENTAL RESPONSIBILITY IN ENGINEERING EDUCATION - THE FOUNDATION ESTABLISHED A CONVENING OF ACADEMIC AND INDUSTRY EXPERTS TO DEVELOP A PROCESS FOR DEFINING THE FUNDAMENTAL PRINCIPLES OF ENVIRONMENTAL RESPONSIBILITY FOR ENGINEERING STUDENTS AND RECOMMENDATIONS FOR TEACHING METHODOLOGIES AND ADOPTION IN ENGINEERING PROGRAMS. FROM THIS CONVENING, THE FOUNDATION FORMED A WORKING GROUP OF A SUBSET OF CONVENING PARTICIPANTS TO DEVELOP THE PRINCIPLES OF ENVIRONMENTAL RESPONSIBILITY RELEVANT FOR ENGINEERS. ALSO, THE WORKING GROUP EXPLORED AND PRIORITIZED APPROACHES AND PARTNERS TO INCREASE ADOPTION OF ENVIRONMENTALLY RESPONSIBLE ENGINEERING AND INVENTION IN HIGHER ED.Description2Txt
Expenses2$139,570Expenses2Amt
Description3REGIONAL ECOSYSTEM CONVENING - THE FOUNDATION CONVENED OREGON GRANTEES AND OTHER ECOSYSTEM PLAYERS (INCLUDING GRANTEES AND PARTNERS) WHICH WAS FOCUSED ON BUILDING A BETTER UNDERSTANDING OF WHAT IT MEANS TO HAVE A CLEAR PATHWAY AND STRONG ECOSYSTEM. THE CONVENING ALSO CREATED AND ENCOURAGED OPPORTUNITIES FOR COLLABORATION AND CONNECTION AMONG GRANTEES.Description3Txt
Expenses3$79,255Expenses3Amt
Description4INVENTION EDUCATION FRAMEWORK - THE FOUNDATION DEVELOPED A NATIONAL INVENTION EDUCATION FRAMEWORK IN PARTNERSHIP WITH THE BROADER COMMUNITY. THE FUNDING SUPPORTED CONSULTANTS TO FACILITATE THE DEVELOPMENT OF A GUIDING FRAMEWORK AND COMMON DEFINITION FOR INVENTION EDUCATION IN PARTNERSHIP WITH LEADERS IN THE INVENTION EDUCATION COMMUNITY.Description4Txt
Expenses4$74,750Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN THE FORM OF A LOAN TO PRIME IMPACT LOAN FUND I, LLC ("PRIME LOAN FUND"), A WHOLLY OWNED SUBSIDIARY OF PRIME COALITION INC., WHICH IS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE PURPOSE OF THE LOAN IS TO INCREASE INVESTMENTS IN COMPANIES THAT HAVE SIGNIFICANT POTENTIAL TO INFLUENCE THE REDUCTION OF GREENHOUSE GAS EMISSIONS AT THE GIGATON-SCALE BY 2050 AND THAT WOULD BE UNLIKELY TO RAISE SUFFICIENT CAPITAL BUT FOR PRIME LOAN FUND'S AND ITS AFFILIATES' INTERVENTION.Description1Txt
Expenses1$2,000,000Expenses1Amt
Description2THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN ANKUR INVESTMENTS LTD. (THE "ANKUR FUND"), OF WHICH ANKUR FINCON MANAGEMENT PVT., LTD., IS THE INVESTMENT MANAGER, IN THE FORM OF PURCHASING AN EQUITY INTEREST IN THE ANKUR FUND. THE FOUNDATION'S INVESTMENT IN THE FUND WILL BE USED TO ENABLE THE ANKUR FUND TO INVEST IN INNOVATIVE ENTERPRISES, INCLUDING INVENTION-BASED ENTERPRISES THAT PRODUCE TANGIBLE PRODUCTS, IN THE SEED STAGE THAT CAN EMPOWER THE POOR IN INDIA.Description2Txt
Expenses2$292,363Expenses2Amt
All Other Program Rltd Invst Tot$128,410AllOtherProgramRltdInvstTotAmt
Total$2,420,773TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$102,133,003AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,720,057AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$247,321,544FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$369,174,604TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$369,174,604AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,537,619CashDeemedCharitableAmt
Net Vl Noncharitable Assets$363,636,985NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,181,849MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,181,849MinimumInvestmentReturnAmt
Tax Based On Investment Income$200,792TaxBasedOnInvestmentIncomeAmt
Total Tax$200,792TotalTaxAmt
Distributable Before Adj$17,981,057DistributableBeforeAdjAmt
Recoveries Qualfied Distri$601,713RecoveriesQualfiedDistriAmt
Distributable Before Ded$18,582,770DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$18,582,770DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$17,591,818ExpensesAndContributionsAmt
Program Related Invst Total$2,420,773ProgramRelatedInvstTotalAmt
Qualifying Distributions$20,012,591QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$200,792PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$19,811,799AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,582,770DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$794,900ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$794,900TotalExcessDistributionCyovAmt
Qualifying Distributions$20,012,591QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$18,582,770AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,429,821RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,224,721TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,224,721ExcessDistriCyovToNextYrAmt
Excess From Year1$794,900ExcessFromYear1Amt
Excess From Current Year$1,429,821ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Shareholder ManagerERIC LEMELSONShareholderManagerNm
Shareholder ManagerROBERT LEMELSONShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtAddress Line2RecipientForeignAddress/AddressLine2TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE
1200 NEW YORK AVENUE NWWASHINGTONDC20005PCTO CONTINUE SUPPORT OF THE AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE (AAAS)-LEMELSON INVENTION AMBASSADORS PROGRAM.$130,705
ASSOCIATION OF PUBLIC AND LAND-GRANTS UNIVERSITIES
1307 NEW YORK AVENUE NW SUITE 400WASHINGTONDC20005PCTO SUPPORT THE APLU COMMISSION ON ECONOMIC AND COMMUNITY ENGAGEMENT (CECE) SUMMER MEETING, JUNE 16-18, 2019.$2,000
BEAVERTON EDUCATION FOUNDATION
3800 SW CEDAR HILLS BLVD SUITE 168BEAVERTONOR97005PCTO PROVIDE GENERAL OPERATING SUPPORT.$3,000
BEYOND BENIGN INCORPORATED
100 RESEARCH DRIVEWILMINGTONMA01887PCTO DEVELOP AND DISSEMINATE K-12 CURRICULAR RESOURCES AND TRAINING THAT EMPOWERS EDUCATORS AND STUDENTS TO PRACTICE AND BE AWARE OF ENVIRONMENTAL SUSTAINABILITY THROUGH GREEN CHEMISTRY.$136,093
CENTER FOR AMERICAN ENTREPRENEURSHIP
503 ARNON LAKE DRIVEGREAT FALLSVA22066PCTO PROVIDE SPONSORSHIP FOR PARTICIPATION IN THE CENTER FOR AMERICAN ENTREPRENEURSHIP'S ROUNDTABLE ON WOMEN'S ENTREPRENEURSHIP WITH US SENATE ENTREPRENEURSHIP CAUCUS.$2,500
ENVISION EXCELLENCE IN STEM EDUCATION
PO BOX 18050CLEVELAND HEIGHTSOH44118PCTO RENEW THE FOUNDATION'S STEM FUNDERS NETWORK MEMBERSHIP. THE STEM FUNDERS NETWORK IS COMPRISED OF A DIVERSE MIX OF EDUCATION-FOCUSED PHILANTHROPIES.$10,000
ENVISION EXCELLENCE IN STEM EDUCATION
PO BOX 18050CLEVELAND HEIGHTSOH44118PCTO SUPPORT THE STEM ECOSYSTEMS CONVENING, APRIL 2-4, 2020, IN SAN ANTONIO, TEXAS, AND TO INTRODUCE AND DRIVE ADOPTION OF INVENTION EDUCATION TO REGIONAL CENTERS.$25,000
GEARBOX INTERNATIONAL FOUNDATION
2323 BROADWAYOAKLANDCA97612NCTO SUPPORT A PROFESSIONAL ENGINEERING AND PROTOTYPING WORKSHOP SPACE IN NAIROBI, KENYA, THAT WILL CATER TO SCALABLE, INVENTION-BASED ENTERPRISES ADDRESSING THE NEEDS OF UNDERSERVED AFRICANS.$26,921
GLOBAL IMPACT INVESTING NETWORK
0 BROAD STREET 38TH FLOORNEW YORKNY10004PCTO RENEW THE FOUNDATION'S MEMBERSHIP. GIIN HAS SUPPORTED THE DEVELOPMENT OF AND RAISED AWARENESS FOR THE EMERGING FIELD OF IMPACT INVESTING BY BUILDING A STRONG NETWORK OF INVESTORS.$4,950
GLOBAL MINIMUM INC
1732 1ST AVENUE 26978NEW YORKNY10128PCTO SUPPORT ORGANIZATIONAL CAPACITY BY INCREASING FUNDRAISING EFFORTS, ADVANCE THEIR PROGRAM MEASUREMENT AND EVALUATION ACTIVITIES AND TO DEVELOP A FIVE-YEAR STRATEGIC PLAN FOR EXPANDED GROWTH.$85,494
GLOBAL MINIMUM INC
1732 1ST AVENUE 26978NEW YORKNY10128PCTO BUILD INVENTION EDUCATION CAPACITY FOR POORLY RESOURCED TEACHERS IN KENYA.$24,804
GRANTMAKERS OF OREGON & SW WASHINGTON
PO BOX 6381PORTLANDOR972286381PCTO RENEW THE FOUNDATION'S MEMBERSHIP. GRANTMAKERS OF OREGON AND SOUTHWEST WASHINGTON IS COMPRISED OF A DIVERSE MIX OF REGIONAL PHILANTHROPIES.$4,180
GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INC
3939 CAMPBELL AVEARLINGTONVA22206PCTO CONTINUE SUPPORT OF NEWS PROGRAMMING AND EDUCATIONAL MATERIALS HIGHLIGHTING THE IMPACT OF INVENTION AND INNOVATION.$352,397
IMPACT INNOVATORS AND ENTREPRENEURS FOUNDATION
C/O CARE CORPORATE SERVICES COMPANYWILMINGTONDE19808PCTO PROVIDE LEGAL AND ACCOUNTING FEES ASSOCIATED WITH THE GRANTEES APPLICATION TO THE INTERNAL REVENUE SERVICE FOR RECOGNITION AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, WHICH WILL ALLOW THE GRANTEE TO FURTHER ITS MISSION OF SUPPORTING IMPACTFUL AND INNOVATIVE INVENTION-BASED SOCIAL ENTERPRISES ALL ACROSS THE DEVELOPING WORLD.$21,608251 LITTLE FALLS DRIVE
IMPACT INNOVATORS AND ENTREPRENEURS FOUNDATION
C/O CARE CORPORATE SERVICES COMPANYWILMINGTONDE19808PCTO SUPPORT THE INTERNATIONAL REPLICATION OF A BUSINESS MODEL THAT INCUBATES HIGH-IMPACT, HIGHLY SCALABLE, INVENTION-BASED ENTERPRISES THAT IMPROVES THE LIVES OF THE POOR (THE VILLGRO MODEL) AND TO SECURE APPROPRIATE CAPITAL FOR THOSE INVENTION-BASED ENTERPRISES.$289,742251 LITTLE FALLS DRIVE
KENYA CLIMATE INNOVATION CENTER
NCTO SUPPORT THE OPERATIONS OF A PROTOTYPING AND MANUFACTURING SPACE AND TRAINING ENGINEERS AND FABRICATORS TO ADDRESS A TALENT GAP IN KENYA.$770,000PO BOX 49162-00100 STRATHMOREBUSINESS SCHOOL OLE SANGALE ROAD MANAIROBIKE
KENYA IMPACT INNOVATIONS FOUNDATION
NCTO SUPPORT BUSINESS INCUBATION ACTIVITIES, FOCUSED ON BUILDING A PIPELINE OF SCALABLE INVENTION-BASED ENTERPRISES THAT ADDRESS UNMET HEALTH NEEDS FOR LOW RESOURCE POPULATIONS IN KENYA AND THROUGHOUT EAST AFRICA.$94,1005TH FLOOR STRATHMORE STUDENT CENTREKERI ROADNAIROBIKE
KENYA IMPACT INNOVATIONS FOUNDATION
NCTO SUPPORT KENYA IMPACT INNOVATIONS FOUNDATION'S BUSINESS INCUBATION ACTIVITIES AND TO BUILD A STRONGER PIPELINE OF INVENTION-BASED ENTERPRISES IN EAST AFRICA THAT WILL MEET THE HEALTH NEEDS FOR LOW RESOURCE POPULATIONS.$321,1525TH FLOOR STRATHMORE STUDENT CENTREKERI ROADNAIROBIKE
LORDS EDUCATION & HEALTH SOCIETY
PC - EQUIVALENCY DETTO SUPPORT THE WADHWANI INITIATIVE FOR SUSTAINABLE HEALTHCARE (WISH) PROGRAM'S EFFORT TO RUN FIELD VALIDATION TRIALS OF TWO MEDICAL DEVICES THAT MEET THE NEEDS OF THE POOR IN INDIA AND FACILITATE THE UPTAKE OF THE DEVICES BY STATE-RUN PUBLIC PROCUREMENT SYSTEMS.$31,3185C HANSALAYA BUILDING 15 BARAKHAMBAROADNEW DELHIIN110001
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVENUE BUILDINGCAMBRIDGEMA02139PCTO EXPLORE THE CONVERGENCE BETWEEN INVENTION AND COMPUTATIONAL THINKING THROUGH RESEARCH.$24,750E-38-104
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVENUE BUILDINGCAMBRIDGEMA02139PCTO ADVANCE THE WORK OF THE INVENTION EDUCATION (IE) RESEARCH GROUP BY COMPILING CURRENT IE RESEARCH AND IDENTIFY A COMMON RESEARCH AGENDA; IN ADDITION TO WORKING TO DEVELOP A SPECIAL INTEREST GROUP WITH THE AMERICAN EDUCATION RESEARCH ASSOCIATION FOCUSED ON INVENTION EDUCATION.$24,728E-38-104
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVENUE BUILDINGCAMBRIDGEMA02139PCTO CONTINUE SUPPORT FOR THE LEMELSON-MIT PROGRAM INCLUDING THE LEMELSON-MIT PRIZE, STUDENT PRIZE PROGRAM, INVENTEAM PROGRAM, AND JV INVENTEAM INITIATIVE.$1,500,000E-38-104
MCKAY HIGH SCHOOL ATHLETIC BOOSTER V
2440 LANCASTER DR NESALEMOR97305PCFUNDING TO COVER REMAINING TRAVEL COSTS FOR MCKAY INVENTEAM TO ATTEND EUREKAFEST.$15,000
MONTEREY BAY AQUARIUM FOUNDATION
886 CANNERY ROWMONTEREYCA93940PCTO PROVIDE GENERAL OPERATING SUPPORT.$250
NATIONAL ACADEMY OF INVENTORS INC
3702 SPECTRUM BLVDTAMPAFL33612PCTO PROVIDE CONFERENCE SPONSORSHIP OF THE NATIONAL ACADEMY OF INVENTORS ANNUAL CONFERENCE TO BE HELD IN PHOENIX, ARIZONA, APRIL 8 -10, 2020.$20,000
NATIONAL COLLEGIATE INVENTORS AND INNOVATORS ALLIANCE
100 VENTURE WAYHADLEYMA010359462PCTO SUPPORT RESEARCH, ANALYSIS AND DISSEMINATION DESIGNED TO INCREASE EQUITY AND INCLUSION IN THE HIGHER EDUCATION INVENTION AND ENTREPRENEURSHIP PIPELINE.$222,179
NATIONAL COLLEGIATE INVENTORS AND INNOVATORS ALLIANCE
100 VENTURE WAYHADLEYMA010359462PCTO SUPPORT EARLY-STAGE STUDENT INVENTORS TO DEVELOP AND COMMERCIALIZE PRODUCTS THAT CREATE SOCIAL OR ENVIRONMENTAL IMPACT, AND TO SUPPORT FACULTY INITIATIVES FOCUSED ON CULTIVATING THE CONDITIONS THAT NURTURE STUDENT INVENTORS.$3,098,784
NATIONAL PUBLIC RADIO INC
1111 NORTH CAPITOL ST NEWASHINGTONDC20002PCTO CONTINUE SUPPORT FOR THE RADIO AND WEB SERIES, "JOE'S BIG IDEA" THAT EXPLORES HOW IDEAS BECOME INNOVATIONS AND INVENTIONS.$280,000
NEW YORK CITY FOUNDATION FOR COMPUTER SCIENCE
100 AVENUE OF THE AMERICAS 16THNEW YORKNY10013PCTO PROVIDE CONFERENCE SPONSORSHIP FOR CSFORALL, A COMMUNITY EVENT FOR COMPUTER SCIENCE EDUCATION IN THE U.S.$7,500FLOOR
NON-PROFIT ENTERPRISE AND SELF-SUSTAINABILITY TEAM INC
5917 JORDAN AVEEL CERRITOCA94530PCTO CONTINUE SCALING THE NON-PROFIT ENTERPRISE AND SELF-SUSTAINABILITY TEAM INC'S INCUBATION PROGRAMS THROUGHOUT THE ANDEAN REGION INCLUDING: BOLIVIA, COLOMBIA, ECUADOR, AND THE BRAZIL AMAZON BASIN, BUILDING A LARGER POOL OF INVENTION-BASED ENTERPRISES.$129,089
OPERATION PAWS FOR HOMES INC
PO BOX 90813ALEXANDRIAVA22309PCTO PROVIDE MEDICAL CARE TO DOGS LIVING ON THE STREET IN INDIA, AND TO TRANSPORT THEM TO THE U.S. FOR ADOPTION.$650
OREGON BUSINESS COUNCIL CHARITABLE INSTITUTE
1100 SW SIXTH AVENUE SUITE 1608PORTLANDOR97204PCTO PROVIDE CONFERENCE SPONSORSHIP FOR THE 2019 OREGON LEADERSHIP SUMMIT TO BE HELD DECEMBER 16, 2019, IN PORTLAND, OREGON.$10,000
OREGON STATE UNIVERSITY FOUNDATION
4238 SW RESEARCH WAYCORVALLISOR973331068PCTO SUPPORT OREGON STATE UNIVERSITY FOUNDATION SERVING AS FISCAL SPONSOR FOR OREGON STATE UNIVERSITY TO IMPLEMENT MOBILE INVENTION CAMPS AND RELATED EDUCATOR TRAINING PROGRAMS IN RURAL OREGON.$210,000
PHILANTHROPY NORTHWEST
2101 FOURTH AVE SUITE 650SEATTLEWA98121PCTO PROVIDE CONTINUED MEMBERSHIP SUPPORT TO PHILANTHROPY NORTHWEST$16,405
PORTLAND STATE UNIVERSITY FOUNDATION
BOX 243PORTLANDOR97207PCTO PROVIDE CONFERENCE SPONSORSHIP SUPPORT FOR ELEVATING IMPACT 2020 ON FEBRUARY 7 2020, IN PORTLAND, OREGON.$10,000
PORTLAND STATE UNIVERSITY FOUNDATION
BOX 243PORTLANDOR97207PCTO SUPPORT PORTLAND STATE UNIVERSITY FOUNDATION SERVING AS A FISCAL SPONSOR FOR PORTLAND STATE UNIVERSITY BOOTCAMP FOR CURRICULUM DEVELOPMENT AND DOCUMENTATION, ENHANCED MENTOR TRAINING, AND SUPPORT FOR EXPANSION OF THE COURSE TO ADDITIONAL INSTITUTIONS.$150,405
PORTLAND STATE UNIVERSITY FOUNDATION
BOX 243PORTLANDOR97207PCTO SUPPORT THE PORTLAND STATE UNIVERSITY FOUNDATION SERVING AS A FISCAL SPONSOR FOR THE PORTLAND STATE UNIVERSITY CENTER FOR ENTREPRENEURSHIP FOR INVENTOR PROGRAM ACTIVITIES.$290,713
PORTLAND STATE UNIVERSITY FOUNDATION
BOX 243PORTLANDOR97207PCTO PROVIDE A CONFERENCE SPONSORSHIP GRANT TO PORTLAND STATE UNIVERSITY FOUNDATION SERVING AS A FISCAL SPONSOR FOR OREGON MESA TO SUPPORT AN ANNIVERSARY GALA TO TAKE PLACE ON MARCH 12, 2020 IN PORTLAND, OR.$10,000
PORTLAND STATE UNIVERSITY FOUNDATION
BOX 243PORTLANDOR97207PCTO SUPPORT PORTLAND STATE UNIVERSITY FOUNDATION SERVING AS A FISCAL SPONSOR FOR OREGON MESA'S ACTIVITIES THAT BRING INVENTION EDUCATION INTO PROGRAMS TARGETING LOW-INCOME MIDDLE AND HIGH SCHOOL STUDENTS IN SIXTEEN OREGON SCHOOLS.$325,783
ROCKY MOUNTAIN INSTITUTE
2490 JUNCTION PLACE SUITE 200BOULDERCO80301PCTO SUPPORT THE GLOBAL COOLING PRIZE EFFORTS TO AWARD FUNDING TO ORGANIZATIONS THAT ARE DEVELOPING A 5-FOLD EFFICIENCY INCREASE IN COOLING REFRIGERANTS, STARTING IN INDIA.$700,000
SELCO FOUNDATION
PC - EQUIVALENCY DETTO SUPPORT THE INCUBATION OF INVENTION-BASED ENTERPRISES DESIGNED TO IMPROVE LIVES IN LOW INCOME COMMUNITIES IN INDIA.$139,150690 FIRST FLOOR 100FT RING ROAD15TH CROSS 2ND PHASE JP NAGARBANGALOREIN560078
SELCO FOUNDATION
PC - EQUIVALENCY DETTO SUPPORT 3 MONTHS OF OPERATING COSTS AND PLANNING FOR A TECHNOLOGY INCUBATION PROGRAM.$98,084690 FIRST FLOOR 100FT RING ROAD15TH CROSS 2ND PHASE JP NAGARBANGALOREIN560078
SMITHSONIAN INSTITUTION
BEHRING CENTER 14TH STREET ANDWASHINGTONDC20560PCTO SUPPORT THE DESIGN PHASE OF PLANNING THE LEMELSON CENTERS NEW EXHIBIT, SPORTING INVENTION, AT THE NATIONAL MUSEUM OF AMERICAN HISTORY.$40,000CONSTITUTION AVENUE NW
SOCIETY FOR SCIENCE AND THE PUBLIC
1719 N STREET NWWASHINGTONDC20036PCTO DEVELOP INVENTION AND SUSTAINABILITY GUIDELINES WITHIN THE INTERNATIONAL RULES FOR PRE-COLLEGE SCIENCE RESEARCH IN THE INTERNATIONAL SCIENCE AND ENGINEERING FAIRS (ISEF) IN ADDITION TO DRAFTING A FRAMEWORK FOR GUIDELINES AROUND SAFE PRACTICES AND PROTECTIONS FOR STUDENT INVENTORS.$24,996
SOCIETY FOR SCIENCE AND THE PUBLIC
1719 N STREET NWWASHINGTONDC20036PCTO DEVELOP A LEMELSON AWARD FOR INVENTION AT BROADCOM MASTERS AND INSPIRE YOUTH ON INVENTION THROUGH THE DISSEMINATION OF AGE-APPROPRIATE INVENTION MEDIA CONTENT.$182,848
ST THOMAS ACADEMY
949 MENDOTA HEIGHTS ROADMENDOTA HEIGHTSMN55120PCTO DEVELOP A MODEL SHORT-TERM TEACHER PROFESSIONAL DEVELOPMENT SESSION TO ENGAGE AND EXPOSE EDUCATORS TO INVENTION EDUCATION AND THE AVAILABLE EDUCATOR RESOURCES.$25,000
STATE UNIVERSITY OF IOWA FOUNDATION
ONE WEST PARK ROAD PO BOX 4550IOWA CITYIA522444550PCTO PILOT A COLLABORATIVE TEACHER PROFESSIONAL DEVELOPMENT AND PATHWAY CREATION MODEL IN MICHIGAN WHILE EXPLORING SCALABILITY FOR A NATIONAL AUDIENCE.$24,995
STATE UNIVERSITY OF IOWA FOUNDATION
ONE WEST PARK ROAD PO BOX 4550IOWA CITYIA522444550PCTO DEVELOP A RESEARCH COLLABORATION WITH THE LEMELSON-MIT PROGRAM TO ANALYZE THE DATA SETS FROM STEM INNOVATOR TO ADVANCE THE EVIDENCE BASE OF WHAT, HOW AND WHY THE SKILLS, MINDSETS AND CONCEPTUAL KNOWLEDGE OF STUDENTS CHANGE AS THEY ENGAGE IN THE INVENTION PROCESS.$24,863
THE ASME FOUNDATION INC
TWO PARK AVENUENEW YORKNY100165990SO-IITO SUPPORT THE ASME RECOGNITION PRIZE AND TECHNICAL ASSISTANCE FOR HARDWARE ENTREPRENEURS ADDRESSING NEEDS OF THE POOR.$98,000
THE ASME FOUNDATION INC
TWO PARK AVENUENEW YORKNY100165990SO-IITO SUPPORT THE ASME RECOGNITION PRIZE AND TECHNICAL ASSISTANCE FOR HARDWARE ENTREPRENEURS ADDRESSING NEEDS OF THE POOR.$98,000
THE ASPEN INSTITUTE INC
2300 N ST NWWASHINGTONDC20037PCTO PROVIDE SPONSORSHIP OF ANDE'S 2019 ANNUAL MEMBER CONFERENCE AND 10 YEAR ANNIVERSARY CELEBRATION.$20,000
THE ASPEN INSTITUTE INC
2300 N ST NWWASHINGTONDC20037PCTO PROVIDE SPONSORSHIP OF ANDE'S 2020 ANNUAL MEMBER CONFERENCE.$12,000
THE ASPEN INSTITUTE INC
2300 N ST NWWASHINGTONDC20037PCTO HELP ANDE CONTINUE TO BUILD THE INFRASTRUCTURE NECESSARY TO SCALE ITS WORK BUILDING SUPPORTIVE ENTREPRENEURIAL ECOSYSTEMS IN EMERGING MARKETS.$32,587
THE EDISON INSTITUTE INC
20900 OAKWOOD BLVDDEARBORNMI481245029PCTO HELP SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH LINKED TO INVENTION AND ENTREPRENEURSHIP (STEMIE) PROGRAM BUILD A SUPPORTIVE ECOSYSTEM FOR INVENTION CONVENTION AFFILIATES GROWTH AND TO SUPPORT STEMIES ORGANIZATIONAL GROWTH IN DIVERSITY AND INCLUSION EFFORTS.$175,000
THE INSTITUTE FOR TRANSFORMATIVE TECHNOLOGIES FOUNDATION
209 THE CROSSWAYBERKELEYCA94708PCSUPPORT TO UPDATE THE 50 BREAKTHROUGHS REPORT, PUBLISH CASE STUDIES DEMONSTRATING SUCCESS AND BUILD THE PLAN AROUND COMMUNITY BUILDING AND ENABLING FURTHER SOLUTION DEVELOPMENT.$19,000
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY
BLUM CENTER BLUM HALL 5570BERKELEYCA947205570PCTO DESIGN AND PILOT OUTREACH, EDUCATION, MENTORING AND EVALUATION APPROACHES TO INTEGRATE ENVIRONMENTAL RESPONSIBILITY IN THE BIG IDEAS CONTEST FOR COLLEGE STUDENTS IN THE UNIVERSITY OF CALIFORNIA SYSTEM AND MAKERERE UNIVERSITY IN UGANDA.$25,264
TIE FOUNDATION
3065 DEMOCRACY WAYSANTA CLARACA95054PCTO PROVIDE CONFERENCE SPONSORSHIP FOR TIECON 2019 IN SANTA CLARA, CALIFORNIA, MAY 10-11, 2019.$10,000
TIE OREGON FOUNDATION
PO BOX 91042PORTLANDOR97291PCTO CONTINUE FUNDING FOR INVENTION BASED CURRICULUM AND IN-SCHOOL INSTRUCTION FOR TIE YOUNG ENTREPRENEURS.$184,854
TIE OREGON
PO BOX 91042PORTLANDOR97291NCTO PROVIDE THE TIE YOUNG ENTREPRENEURS PROGRAM TO HIGH SCHOOL STUDENTS FROM UNDER- RESOURCED BACKGROUNDS IN OREGON AND TRAINING FOR EDUCATORS IN OREGON AND AT TIE CHAPTERS GLOBALLY.$300
UNIVERSITY ECONOMIC DEVELOPMENT ASSOCIATION
PO BOX 97930PITTSBURGHPA15227PCTO PROVIDE CONFERENCE SPONSORSHIP FOR THE ANNUAL SUMMIT FOR UNIVERSITY ECONOMIC DEVELOPMENT ASSOCIATION.$7,500
VERTUELAB
PO BOX 212PORTLANDOR97207PCTO PROVIDE CONFERENCE SPONSORSHIP FOR THE VERTUELAB IMPACT SUMMIT 2019.$8,000
VILLGRO INNOVATIONS FOUNDATION
PC - EQUIVALENCY DETTO CONTINUE SUPPORT OF THE INCUBATION AND LAUNCH OF HIGH-IMPACT, HIGHLY SCALABLE, INVENTION-BASED ENTERPRISES IN INDIA THAT IMPROVE LIVES OF THE POOR; AND TO PROVIDE SUPPORT FOR REPLICATION OF VILLGRO INNOVATIONS FOUNDATION MODEL IN SELECT DEVELOPING COUNTRIES.$221,487III FLOOR IITM RESEARCH PARKKANAGAM ROAD TARAMANICHENNAIIN600 113
VILLGRO INNOVATIONS FOUNDATION
PC - EQUIVALENCY DETTO SUPPORT THE INCUBATION AND LAUNCH OF HIGH-IMPACT, HIGHLY SCALABLE, INVENTION-BASED ENTERPRISES IN INDIA THAT IMPROVE LIVES OF THE POOR IN INDIA AS WELL AS STRENGTHEN THE OPERATIONS AND SUSTAINABILITY OF THE VILLGRO MODEL.$607,785III FLOOR IITM RESEARCH PARKKANAGAM ROAD TARAMANICHENNAIIN601 113
WGBH EDUCATIONAL FOUNDATION
ONE GUEST STREETBOSTONMA02135PCTO LEVERAGE THE SUCCESSFUL DESIGN SQUAD GLOBAL PLATFORM AND NETWORK TO EDUCATE YOUTH ABOUT ENVIRONMENTAL RESPONSIBILITY IN BOTH THE US AND ABROAD.$199,764
WILLIAM MARSH RICE UNIVERSITY
6100 MAIN STREET MS 390HOUSTONTX77005PCTO EXPAND A HIGH QUALITY INVENTION EDUCATION PROGRAM WITHIN MALAWI AND TANZANIA, AND TO DEVELOP AND DISSEMINATE GUIDELINES TO ENABLE OTHER INSTITUTIONS IN AFRICA TO LEARN FROM AND ADAPT BEST PRACTICES.$300,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,961,677TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtAddress Line2RecipientForeignAddress/AddressLine2TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ENVISION EXCELLENCE IN STEM EDUCATION
PO BOX 18050CLEVELAND HEIGHTSOH44118PCTO SUPPORT THE STEM ECOSYSTEMS CONVENING, APRIL 2-4, 2020, IN SAN ANTONIO, TEXAS, AND TO INTRODUCE AND DRIVE ADOPTION OF INVENTION EDUCATION TO REGIONAL CENTERS.$70,000
GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INC
3939 CAMPBELL AVEARLINGTONVA22206PCTO CONTINUE SUPPORT OF NEWS PROGRAMMING AND EDUCATIONAL MATERIALS HIGHLIGHTING THE IMPACT OF INVENTION AND INNOVATION.$481,694
IMPACT INNOVATORS AND ENTREPRENEURS FOUNDATION
C/O CARE CORPORATE SERVICES COMPANYWILMINGTONDE19808PCTO SUPPORT THE INTERNATIONAL REPLICATION OF A BUSINESS MODEL THAT INCUBATES HIGH-IMPACT, HIGHLY SCALABLE, INVENTION-BASED ENTERPRISES THAT IMPROVES THE LIVES OF THE POOR (THE VILLGRO MODEL) AND TO SECURE APPROPRIATE CAPITAL FOR THOSE INVENTION-BASED ENTERPRISES.$545,640251 LITTLE FALLS DRIVE
KENYA CLIMATE INNOVATION CENTER
NCTO SUPPORT THE OPERATIONS OF A PROTOTYPING AND MANUFACTURING SPACE AND TRAINING ENGINEERS AND FABRICATORS TO ADDRESS A TALENT GAP IN KENYA.$1,074,618PO BOX 49162-00100 STRATHMOREBUSINESS SCHOOL OLE SANGALE ROAD MANAIROBIKE
KENYA IMPACT INNOVATIONS FOUNDATION
NCTO SUPPORT KENYA IMPACT INNOVATIONS FOUNDATION'S BUSINESS INCUBATION ACTIVITIES AND TO BUILD A STRONGER PIPELINE OF INVENTION-BASED ENTERPRISES IN EAST AFRICA THAT WILL MEET THE HEALTH NEEDS FOR LOW RESOURCE POPULATIONS.$1,078,8305TH FLOOR STRATHMORE STUDENT CENTREKERI ROADNAIROBIKE
NATIONAL COLLEGIATE INVENTORS AND INNOVATORS ALLIANCE
100 VENTURE WAYHADLEYMA010359462PCTO SUPPORT RESEARCH, ANALYSIS AND DISSEMINATION DESIGNED TO INCREASE EQUITY AND INCLUSION IN THE HIGHER EDUCATION INVENTION AND ENTREPRENEURSHIP PIPELINE.$170,949
OREGON STATE UNIVERSITY FOUNDATION
4238 SW RESEARCH WAYCORVALLISOR973331068PCTO SUPPORT OREGON STATE UNIVERSITY FOUNDATION SERVING AS FISCAL SPONSOR FOR OREGON STATE UNIVERSITY TO IMPLEMENT MOBILE INVENTION CAMPS AND RELATED EDUCATOR TRAINING PROGRAMS IN RURAL OREGON.$146,305
PORTLAND STATE UNIVERSITY FOUNDATION
BOX 243PORTLANDOR97207PCTO SUPPORT PORTLAND STATE UNIVERSITY FOUNDATION SERVING AS A FISCAL SPONSOR FOR PORTLAND STATE UNIVERSITY BOOTCAMP FOR CURRICULUM DEVELOPMENT AND DOCUMENTATION, ENHANCED MENTOR TRAINING, AND SUPPORT FOR EXPANSION OF THE COURSE TO ADDITIONAL INSTITUTIONS.$147,081
ROCKY MOUNTAIN INSTITUTE
2490 JUNCTION PLACE SUITE 200BOULDERCO80301PCTO SUPPORT THE GLOBAL COOLING PRIZE EFFORTS TO AWARD FUNDING TO ORGANIZATIONS THAT ARE DEVELOPING A 5-FOLD EFFICIENCY INCREASE IN COOLING REFRIGERANTS, STARTING IN INDIA.$400,000
SELCO FOUNDATION
PC - EQUIVALENCY DETTO SUPPORT THE INCUBATION OF INVENTION-BASED ENTERPRISES DESIGNED TO IMPROVE LIVES IN LOW INCOME COMMUNITIES IN INDIA.$764,993690 FIRST FLOOR 100FT RING ROAD15TH CROSS 2ND PHASE JP NAGARBANGALOREIN560078
THE EDISON INSTITUTE INC
20900 OAKWOOD BLVDDEARBORNMI481245029PCTO HELP SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH LINKED TO INVENTION AND ENTREPRENEURSHIP (STEMIE) PROGRAM BUILD A SUPPORTIVE ECOSYSTEM FOR INVENTION CONVENTION AFFILIATES GROWTH AND TO SUPPORT STEMIES ORGANIZATIONAL GROWTH IN DIVERSITY AND INCLUSION EFFORTS.$525,000
TIE OREGON FOUNDATION
3065 DEMOCRACY WAYSANTA CLARACA95054PCTO CONTINUE FUNDING FOR INVENTION BASED CURRICULUM AND IN-SCHOOL INSTRUCTION FOR TIE YOUNG ENTREPRENEURS.$128,496
VILLGRO INNOVATIONS FOUNDATION
PC - EQUIVALENCY DETTO CONTINUE SUPPORT OF THE INCUBATION AND LAUNCH OF HIGH-IMPACT, HIGHLY SCALABLE, INVENTION-BASED ENTERPRISES IN INDIA THAT IMPROVE LIVES OF THE POOR; AND TO PROVIDE SUPPORT FOR REPLICATION OF VILLGRO INNOVATIONS FOUNDATION MODEL IN SELECT DEVELOPING COUNTRIES.$995,279III FLOOR IITM RESEARCH PARKKANAGAM ROAD TARAMANICHENNAIIN600 113
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$6,528,885TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp

FieldValueIRS element (for citing)
DescPRI INVESTMENT INCOMEDesc
Related Or Exempt Function Incm$9,678RelatedOrExemptFunctionIncmAmt

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$883,233ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,222,178ExclusionAmt
Related Or Exempt Function Incm$71,298RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,348,030ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$31,410UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$19,570,757ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
FOREIGN CURRENCY GAIN01$1,242
OTHER INCOME525990-$885,975$615
STATE TAX REFUND525990$220

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$854,345UnrelatedBusinessTaxblIncmAmt
Exclusion$29,025,440ExclusionAmt
Related Or Exempt Function Incm$81,591RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,252,686TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
1APROGRAM RELATED INVESTMENT INCOME
4TAX EXEMPT INTEREST
11BPRIOR YEAR QUALIFYING DISTRIBUTIONS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOYes (1)TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail

FieldValueIRS element (for citing)
Line Number1a(1)LineNumberTxt
Involved$300InvolvedAmt

Noncharitable Exempt Org Name NoncharitableExemptOrgName

FieldValueIRS element (for citing)
Business Name Line1TIE OREGONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transfers Trans And Shr ArrngmGRANT TO PROVIDE THE TIE YOUNG ENTREPRENEURS PROGRAM TO HIGH SCHOOL STUDENTS FROM UNDER- RESOURCED BACKGROUNDS IN OREGON AND TRAINING FOR EDUCATORS IN OREGON AND AT TIE CHAPTERS GLOBALLY.TransfersTransAndShrArrngmDesc
FieldValueIRS element (for citing)
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX AND ACCOUNTING FEESCategoryTxt
Amt$234,249Amt
Net Investment Income$58,562NetInvestmentIncomeAmt
Disbursements Charitable Prps$166,868DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp (3 entries)

DescDescAmtAmt
THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN VILCAP INVESTMENTS, LLC TO ENABLE INVESTMENT IN INVENTION-BASED ENTERPRISES WITH A FOCUS ON SOLVING THE WORLD'S MOST PRESSING PROBLEMS IN AGRICULTURE, EDUCATION, ENERGY, AND FINANCIAL SERVICE.$19,953
THE FOUNDATION MADE AN EQUITY PROGRAM-RELATED INVESTMENT AS A LIMITED PARTNER IN UNITUS SEED FUND, LP, TO HELP STARTUPS PREPARE FOR GROWTH BY PROVIDING THEM SEED FUNDING, STRATEGIC AND OPERATING SUPPORT, ACCESS TO INDUSTRY CONNECTIONS AND SECURING GROWTH CAPITAL.$8,457
THE FOUNDATION MADE AN EQUITY PROGRAM-RELATED INVESTMENT IN MENTERRA SOCIAL IMPACT FUND 1 TO ENABLE INVESTMENT IN EARLY-STAGE, INVENTION-LED ENTERPRISES WITH A FOCUS ON SOCIAL IMPACT IN INDIA, THROUGH PRODUCT INNOVATION, TARGETING THE EDUCATION, HEALTHCARE, ENERGY, AND AGRICULTURE SECTORS.$100,000

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (30 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxtAddress Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdAddress Line2ForeignAddress/AddressLine2Txt
ANKUR INVESTMENTS LTD
UNIT 5 JETHA COMPOUND BYCULLA EMUMBAIIN4000272016-07-27$1,000,000THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN ANKUR INVESTMENTS LTD. (THE ANKUR FUND), OF WHICH ANKUR FINCON MANAGEMENT PVT., LTD., IS THE INVESTMENT MANAGER, IN THE FORM OF PURCHASING AN EQUITY INTEREST IN THE ANKUR FUND. THE FOUNDATIONS INVESTMENT IN THE FUND WILL BE USED TO ENABLE THE ANKUR FUND TO INVEST IN INNOVATIVE ENTERPRISES, INCLUDING INVENTION-BASED ENTERPRISES THAT PRODUCE TANGIBLE PRODUCTS, IN THE SEED STAGE THAT CAN EMPOWER THE POOR IN INDIA. THE FOUNDATION CONTINUES TO OWN ITS EQUITY INTEREST IN THE ANKUR FUND.$1,000,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.8/16,5/17,6/17,7/17,11/17,2/18,7/18,11/18,2/19,6/19, 7/19, 8/19, 11/19, 1/20THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.OTHER: AS OF 12/31/2019, THE FOUNDATION HAS RECEIVED DISTRIBUTIONS FROM THE ANKUR FUND IN THE AGGREGATE AMOUNT OF $22,747, LEAVING A REMAINING BALANCE OF $977,253.
BIOSENSE TECHNOLOGIES PRIVATE LIMITED
LOKPURAM 304 JALTARANG THANE WESTMAHARASHTRAIN4006102017-03-14$326,286THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN BIOSENSE TECHNOLOGIES PRIVATE LIMITED (BIOSENSE), IN THE FORM OF A TYPE OF LOAN KNOWN AS A MASALA BOND, IN ORDER TO PROVIDE SUPPORT TO PILOT PICOLABS, LABS MADE MOBILE, AN ALTERNATIVE WAY OF DIAGNOSTIC PROCEDURES AT THE POINT OF CARE-IN PHYSICIAN'S OFFICES, PRIMARY HEALTH CENTERS, AND INTENSIVE CARE UNITS-FOR THE LARGELY UNDERSERVED POOR POPULATIONS IN INDIA. THE PROMISSORY NOTE FROM BIOSENSE TO THE FOUNDATION REMAINS OUTSTANDING.$326,286TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.2/18, 2/19, 5/19, 6/19, 7/19, 11/19, 12/19THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.
ECO
2007-11-19$400,000THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT LOAN TO E+CO IN 2006 TO SUPPORT THE DEVELOPMENT OF SMALL/MEDIUM SIZED ENTERPRISES IN ORDER TO DISSEMINATE SOLAR ENERGY SYSTEMS TO RURAL POOR PEOPLE IN TANZANIA. IN 2012, E+CO WAS RESTRUCTURED (DESCRIBED MORE FULLY ON THE FOUNDATION'S 2012 FORM 990-PF), THE RESULTS OF WHICH INCLUDED: CREDITORS RECEIVED A PROJECTED $4 MILLION UPON RESTRUCTURING OR APPROXIMATELY $0.16 ON THE DOLLAR. THE FOUNDATION RECEIVED $88,800.01 FROM THE INITIAL DISBURSEMENT; E+CO CONTRIBUTED ITS PRIMARY INVESTMENT ASSETS TO ENTITIES (THE "LLCS"): PERSISTENT ENERGY PARTNERS FUND, LLC ("PERSISTENT ENERGY"), NON-CORE LIQUIDATION, LLC ("NON-CORE"), AND OUTSOURCED ASSETS, LLC ("OUTSOURCED"). THE FOUNDATION EXCHANGED ITS E+CO DEBT FOR AVAILABLE CASH AND 1.586% OWNERSHIP OF EACH OF THE LLCS.$400,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.12/12, 12/13, 12/14, 12/15, 12/16, 12/17, 12/18, 12/19THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.OTHER:THE FOUNDATION HOLDS NO FURTHER OWNERSHIP INTEREST IN E+CO. THE FOUNDATION ALSO HOLDS NO FURTHER OWNERSHIP INTEREST IN (A) NON-CORE, WHICH WAS LIQUIDATED IN 2017, AND (B) PERSISTENT ENERGIES, WHICH WAS LIQUIDATED IN 2018. OUTSOURCED BEGAN LIQUIDATING IN 2019 BUT IT DID NOT MAKE ANY CASH DISTRIBUTIONS TO THE FOUNDATION IN 2019; THE FOUNDATION EXPECTS TO RECEIVE ITS FINAL DISTRIBUTION FROM OUTSOURCED IN 2020.PERSISTENT ENERGY PARTNERS LLC C/OWEIL GOTSHAL MANGES LLP 767 FIFTH ANEW YORKNY10153
GEARBOX FOUNDATIONGEARBOX LIMITED
2018-10-02$99,921TO SUPPORT A PROFESSIONAL ENGINEERING AND PROTOTYPING WORKSHOP SPACE IN NAIROBI, KENYA, THAT WILL CATER TO SCALABLE, INVENTION-BASED ENTERPRISES ADDRESSING THE NEEDS OF UNDERSERVED AFRICANS.$99,921TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.10/18, 12/18, 12/18, 3/19, 3/19, 4/19, 5/19, 12/19, 2/20THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.2323 BROADWAYOAKLANDCA97612
GEARBOX LIMITED
AVON CENTRE ENTERPRISE ROADNAIROBIKE58275-002002018-02-02$295,241TO MAKE MANUFACTURING IN KENYA MORE AFFORDABLE AND SUPPORT A PATH FOR KENYAN HARDWARE INVENTORS BY OFFERING THE TRAINING, FACILITIES AND NETWORK FOR THEM TO DESIGN AND DEVELOP PRODUCTS TO IMPROVE THE LIVES OF KENYANS.$295,241TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.7/18, 7/18, 4/19THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.
GEARBOX LIMITED
AVON CENTRE ENTERPRISE ROADNAIROBIKE58275-002002017-09-21$165,000TO SUPPORT A PROFESSIONAL ENGINEERING AND PROTOTYPING WORKSHOP SPACE IN NAIROBI, KENYA, THAT WILL CATER TO SCALABLE, INVENTION-BASED ENTERPRISES ADDRESSING THE NEEDS OF UNDERSERVED AFRICANS.$165,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.2/18, 3/18, 4/19THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.
INNACCEL TECHNOLOGIES PRIVATE LIMITED
4 5TH FLOOR AANAND TOWERS RAJABANGALOREIN5600252017-02-28$326,915TO CREATE AND PUBLICLY DISSEMINATE A VALIDATED DATABASE OF CRITICAL UNMET NEEDS FOR MEDICAL DEVICE TECHNOLOGIES SERVING LOW RESOURCE POPULATIONS IN INDIA.$326,915TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.9/17, 5/18, 10/18, 4/19THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.RAMMOHAN ROY RD NEAR RICHMOND CIR
KENYA CLIMATE INNOVATION CENTER
PO BOX 49162-00100 STRATHMORENAIROBIKE2019-08-12$770,000TO SUPPORT THE OPERATIONS OF A PROTOTYPING AND MANUFACTURING SPACE AND TRAINING ENGINEERS AND FABRICATORS TO ADDRESS A TALENT GAP IN KENYA.$644,087TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.10/19, 1/20, 4/20THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.BUSINESS SCHOOL OLE SANGALE ROAD MA
KENYA IMPACT INNOVATIONS FOUNDATION
5TH FLOOR STRATHMORE STUDENT CENTRENAIROBIKE30410-001002017-06-20$191,736TO SUPPORT BUSINESS INCUBATION ACTIVITIES, FOCUSED ON BUILDING A PIPELINE OF SCALABLE INVENTION-BASED ENTERPRISES THAT ADDRESS UNMET HEALTH NEEDS FOR LOW RESOURCE POPULATIONS IN KENYA AND THROUGHOUT EAST AFRICA.$191,736TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.1/18, 5/18, 6/18, 7/18, 1/19, 2/19, 4/19, 9/19, 10/19THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.KERI ROAD
KENYA IMPACT INNOVATIONS FOUNDATION
5TH FLOOR STRATHMORE STUDENT CENTRENAIROBIKE30410-001002018-06-20$214,164TO SUPPORT BUSINESS INCUBATION ACTIVITIES, FOCUSED ON BUILDING A PIPELINE OF SCALABLE INVENTION-BASED ENTERPRISES THAT ADDRESS UNMET HEALTH NEEDS FOR LOW RESOURCE POPULATIONS IN KENYA AND THROUGHOUT EAST AFRICA.$214,164TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.7/18, 1/19, 2/19, 4/19, 9/19, 10/19THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.KERI ROAD
KENYA IMPACT INNOVATIONS FOUNDATION
5TH FLOOR STRATHMORE STUDENT CENTRENAIROBIKE30410-001002019-06-07$94,100TO SUPPORT BUSINESS INCUBATION ACTIVITIES, FOCUSED ON BUILDING A PIPELINE OF SCALABLE INVENTION-BASED ENTERPRISES THAT ADDRESS UNMET HEALTH NEEDS FOR LOW RESOURCE POPULATIONS IN KENYA AND THROUGHOUT EAST AFRICA.$65,683TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.9/19, 10/19THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.KERI ROAD
KENYA IMPACT INNOVATIONS FOUNDATION
5TH FLOOR STRATHMORE STUDENT CENTRENAIROBIKE30410-001002019-10-16$321,152TO SUPPORT KENYA IMPACT INNOVATIONS FOUNDATION'S BUSINESS INCUBATION ACTIVITIES AND TO BUILD A STRONGER PIPELINE OF INVENTION-BASED ENTERPRISES IN EAST AFRICA THAT WILL MEET THE HEALTH NEEDS FOR LOW RESOURCE POPULATIONS.$199,899TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.5/20THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.KERI ROAD
MENTERRA SOCIAL IMPACT FUND 1
638 7TH CROSS 11TH MAIN HAL STAGEBANGALOREIN5600382017-10-02$1,450,000THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN MENTERRA SOCIAL IMPACT FUND 1, AN INDIAN ALTERNATIVE INVESTMENT FUND - SOCIAL VENTURE FUND (THE MENTERRA FUND), IN THE FORM OF PURCHASING AN EQUITY INTEREST IN THE MENTERRA FUND. THE FOUNDATION'S INVESTMENT IN THE FUND WILL BE USED FOR INVESTMENT IN EARLY-STAGE, INVENTION-LED ENTERPRISES WITH A FOCUS ON SOCIAL IMPACT IN INDIA, THROUGH PRODUCT INNOVATION, TARGETING THE EDUCATION, HEALTHCARE, ENERGY, AND AGRICULTURE SECTORS. THE FOUNDATION CONTINUES TO OWN ITS EQUITY INTEREST IN THE MENTERRA FUND.$1,450,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.12/17, 2/18, 5/18, 7/18, 7/18, 7/18, 8/18, 11/19, 2/20THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.II INDIRA NAGAR
NANTSOUND INC (FORMERLY CONVERSION SOUND LLC)
2009-07-01$100,000THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN CONVERSION SOUND, LLC (THE "LLC"), BY PURCHASING LIMITED LIABILITY COMPANY UNITS OF THE LLC IN ORDER TO PROVIDE THE LLC WITH WORKING CAPITAL TO FUND HARDWARE AND SOFTWARE ENGINEERING NECESSARY TO BUILD A PRODUCTION-READY PROTOTYPE OF A LOW-COST HEARING AID. IN 2010, THE LLC CONVERTED FROM A LIMITED LIABILITY COMPANY TO A C CORPORATION, AND IS NOW KNOWN AS NANTSOUND INC. (THE CORPORATION). IN EXCHANGE FOR ITS LIMITED LIABILITY COMPANY UNITS IN THE LLC, THE FOUNDATION RECEIVED SHARES OF THE CORPORATION AT THE TIME OF THE CONVERSION. THE FOUNDATION CONTINUES TO OWN THE SHARES OF THE CORPORATION.$100,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.7/10,3/11,4/11,9/12,4/13,3/14,4/15, 5/16, 9/16, 2/17, 2/18, 2/19, 6/19, 2/20THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.7641 TERRACE DRIVEEL CERRITOCA94530
NORBU LIMITEDNORLHA
ROOM 904-908 9/F KAI TAK COMMERCIALHONG KONGCN2012-11-05$120,000THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN GANSU NOLE AGRICULTURE AND ANIMAL HUSBANDRY DEVELOPMENT CO., LTD. (NORLHA) BY MAKING A LOAN TO ITS PARENT COMPANY NORBU LIMITED (NORBU) FOR THE PURPOSES OF OPERATING A YAK WOOL PRODUCTION WORKSHOP IN AN IMPOVERISHED AREA OF THE TIBETAN PLATEAU TO DISTRIBUTE YAK WOOL PRODUCTS IN CHINA. IN 2019, THE FOUNDATION APPROVED OF FORGIVING THIS LOAN TO NORBU, SUBJECT TO AND EFFECTIVE UPON THE FOUNDATION'S RECEIPT OF CERTAIN REPORTS FROM NORBU IN 2020.$120,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.5/13, 1/14, 3/14, 1/15, 3/15, 4/15, 7/15, 3/16, 3/17, 3/18, 3/19, 7/19THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.BLDG 317-19 DES VOEUX ROAD CENTRAL
NORBU LIMITEDNORLHA
ROOM 904-908 9/F KAI TAK COMMERCIALHONG KONGCN2012-05-31$182,257THE FOUNDATION AGREED TO TRANSFER A 5/24/2012 RECOVERABLE GRANT TOTALING $50,000 MADE TO SAMBOTHA, INC., TO GANSU NOLE AGRICULTURE AND ANIMAL HUSBANDRY DEVELOPMENT CO, LTD. (NORLHA), AND ITS PARENT, NORBU LIMITED (NORBU), INCLUDING ACCRUED INTEREST TOTALING $2,257, AS A LOAN TO NORBU AND NORLHA, AND TO ADD AN ADDITIONAL $50,000 TO SUCH LOAN AT THAT TIME. THE PURPOSE OF THE LOAN IS TO OPERATE A YAK WOOL PRODUCTION WORKSHOP IN AN IMPOVERISHED AREA OF THE TIBETAN PLATEAU AND TO DISTRIBUTE YAK WOOL PRODUCTS IN CHINA. IN 2019, THE FOUNDATION APPROVED OF FORGIVING THIS LOAN TO NORBU, SUBJECT TO AND EFFECTIVE UPON THE FOUNDATION'S RECEIPT OF CERTAIN REPORTS FROM NORBU IN 2020.$182,257TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.5/13, 1/14, 3/14, 1/15, 3/15, 4/15, 7/15, 3/16, 3/17, 3/18, 3/19, 7/19THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.BLDG 317-19 DES VOEUX ROAD CENTRAL
NORBU LIMITEDNORLHA
ROOM 904-908 9/F KAI TAK COMMERCIALHONG KONGCN2013-07-29$300,000THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN GANSU NOLE AGRICULTURE AND ANIMAL HUSBANDRY DEVELOPMENT CO., LTD. (NORLHA) BY MAKING A LOAN TO ITS PARENT COMPANY NORBU LIMITED (NORBU), FOR THE PURPOSES OF (I) MAKING CAPITAL EXPENDITURES NECESSARY FOR NORLHA TO OPERATE A YAK WOOL PRODUCTION WORKSHOP IN AN IMPOVERISHED AREA OF THE TIBETAN PLATEAU, INCLUDING EMPLOYING AND TRAINING LOCAL PEOPLE IN NORTHWEST CHINA (THE WORKSHOP), AND (II) CONTRIBUTING AS REGISTERED CAPITAL TO NORLHA FOR NORLHA TO MAKE CAPITAL EXPENDITURES NECESSARY TO OPERATE THE WORKSHOP, THEREBY STIMULATING THE ECONOMY OF THE TIBETAN PLATEAU. IN 2019, THE FOUNDATION APPROVED OF FORGIVING THIS LOAN TO NORBU, SUBJECT TO AND EFFECTIVE UPON THE FOUNDATION'S RECEIPT OF CERTAIN REPORTS FROM NORBU IN 2020.$300,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.3/14, 10/14, 3/15, 5/15, 7/15, 11/15, 3/16, 11/16, 3/17, 3/18, 3/19, 7/19THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.BLDG 317-19 DES VOEUX ROAD CENTRAL
NORBU LIMITEDNORLHA
ROOM 904-908 9/F KAI TAK COMMERCIALHONG KONGCN2014-10-15$100,000THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN GANSU NOLE AGRICULTURE AND ANIMAL HUSBANDRY DEVELOPMENT CO, LTD (NORLHA), BY MAKING A LOAN TO ITS PARENT COMPANY NORBU LIMITED (NORBU), TO PROVIDE CASH FLOW REQUIRED FOR THE ONGOING OPERATION OF A YAK WOOL PRODUCTION WORKSHOP IN AN IMPOVERISHED AREA OF THE TIBETAN PLATEAU, PROVIDING EMPLOYMENT AND TRAINING OF LOCAL PEOPLE OF NORTHWEST CHINA, THEREBY STIMULATING THE LOCAL ECONOMY. IN 2019, THE FOUNDATION APPROVED OF FORGIVING THIS LOAN TO NORBU, SUBJECT TO AND EFFECTIVE UPON THE FOUNDATION'S RECEIPT OF CERTAIN REPORTS FROM NORBU IN 2020.$100,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.3/15, 7/15, 11/15, 3/16, 3/17, 3/18, 3/19, 7/19THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.BLDG 317-19 DES VOEUX ROAD CENTRAL
NORBU LIMITEDNORLHA
ROOM 904-908 9/F KAI TAK COMMERCIALHONG KONGCN2015-09-23$100,000THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN GANSU NOLE AGRICULTURE AND ANIMAL HUSBANDRY DEVELOPMENT CO, LTD. (NORLHA), BY MAKING A LOAN TO ITS PARENT COMPANY NORBU LIMITED (NORBU) TO PROVIDE CASH FLOW REQUIRED FOR THE ONGOING OPERATION OF A YAK WOOL PRODUCTION WORKSHOP IN AN IMPOVERISHED AREA OF THE TIBETAN PLATEAU, PROVIDING EMPLOYMENT AND TRAINING OF LOCAL PEOPLE OF NORTHWEST CHINA, THEREBY STIMULATING THE LOCAL ECONOMY. IN 2019, THE FOUNDATION APPROVED OF FORGIVING THIS LOAN TO NORBU, SUBJECT TO AND EFFECTIVE UPON THE FOUNDATION'S RECEIPT OF CERTAIN REPORTS FROM NORBU IN 2020.$100,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.3/15, 7/15, 11/15, 3/16, 3/17, 3/18, 3/19, 7/19THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.BLDG 317-19 DES VOEUX ROAD CENTRAL
NORBU LIMITEDNORLHA
ROOM 904-908 9/F KAI TAK COMMERCIALHONG KONGCN2015-05-06$100,000THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN GANSU NOLE AGRICULTURE AND ANIMAL HUSBANDRY DEVELOPMENT CO, LTD. (NORLHA), BY MAKING A LOAN TO ITS PARENT COMPANY NORBU LIMITED (NORBU) TO PROVIDE CASH FLOW REQUIRED FOR THE ONGOING OPERATION OF A YAK WOOL PRODUCTION WORKSHOP IN AN IMPOVERISHED AREA OF THE TIBETAN PLATEAU, PROVIDING EMPLOYMENT AND TRAINING OF LOCAL PEOPLE OF NORTHWEST CHINA, THEREBY STIMULATING THE LOCAL ECONOMY. IN 2019, THE FOUNDATION APPROVED OF FORGIVING THIS LOAN TO NORBU, SUBJECT TO AND EFFECTIVE UPON THE FOUNDATION'S RECEIPT OF CERTAIN REPORTS FROM NORBU IN 2020.$100,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.3/15, 7/15, 11/15, 3/16, 3/17, 3/18, 3/19, 7/19THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.BLDG 317-19 DES VOEUX ROAD CENTRAL
PRIME IMPACT LOAN FUND I LLC
2019-12-24$2,000,000THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN THE FORM OF A LOAN TO PRIME IMPACT LOAN FUND I, LLC (PRIME LOAN FUND), A WHOLLY OWNED SUBSIDIARY OF PRIME COALITION INC., WHICH IS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE PURPOSE OF THE LOAN IS TO INCREASE INVESTMENTS IN COMPANIES THAT HAVE SIGNIFICANT POTENTIAL TO INFLUENCE THE REDUCTION OF GREENHOUSE GAS EMISSIONS AT THE GIGATON-SCALE BY 2050 AND THAT WOULD BE UNLIKELY TO RAISE SUFFICIENT CAPITAL BUT FOR PRIME LOAN FUNDS AND ITS AFFILIATES INTERVENTION. THE PROMISSORY NOTE FROM PRIME LOAN FUND TO THE FOUNDATION REMAINS OUTSTANDING.$2,000,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.3/20THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.C/O MIT INNOVATION INITIATIVE ONEBROADWAY 12TH FLOORCAMBRIDGEMA02142
PROMETHEAN POWER SYSTEMS INC
2015-03-25$100,000THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT LOAN TO PROMETHEAN POWER SYSTEMS, INC., FOR CASH FLOW SUPPORT FOR EFFORTS TO REACH SMALL DAIRIES AND DAIRY FARMERS IN ORDER TO COMMISSION NEW MILK CHILLERS IN RURAL INDIA, MAINTAIN MILK CHILLERS IN THE FIELD, AND THE ASSOCIATED EXPENSES OF ENSURING FARMERS ARE TRAINED WHICH WILL IMPROVE THE LIVELIHOODS FOR DAIRY FARMERS WITH LIMITED INCOMES, CREATE "WEALTH," IMPROVE ANIMAL HUSBANDRY PRACTICES, AND REDUCE THE INCIDENCE OF MILK-BORNE DISEASE TRANSMITTED BY SPOILED MILK. THE PROMISSORY NOTE FROM PROMETHEAN POWER SYSTEMS, INC., TO THE FOUNDATION REMAINS OUTSTANDING.$100,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.4/16, 5/17, 4/19THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.28 DANE STREETBOSTONMA02143
SELCO SOLAR LIGHT PVT LTD
742 15TH CROSS 6TH PHASE JP NAGARBANGALOREIN560 0782008-12-23$350,000THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN SELCO SOLAR LIGHT PVT. LTD ("SELCO") BY PURCHASING EQUITY SHARES OF SELCO, THE PROCEEDS OF WHICH ARE TO BE USED BY SELCO TO PROVIDE RELIABLE ENERGY SERVICES TO 200,000 HOUSEHOLDS IN A SUSTAINABLE WAY AND HELPS CREATE MODELS FOR POVERTY ALLEVIATION THROUGH COMMERCIAL CHANNELS. THE FULL AMOUNT OF THE PROCEEDS FROM THE FOUNDATION'S INVESTMENT IS BEING USED FOR THE PURPOSES OF THE FOUNDATION'S INVESTMENT. THE FOUNDATION CONTINUES TO OWN THE EQUITY SHARES OF SELCO.$350,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.7/09, 7/10, 7/11, 8/11, 7/12, 8/13, 8/14, 8/15, 9/16, 8/17, 8/18, 8/19THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.
SELCO SOLAR LIGHT PVT LTD
742 15TH CROSS 6TH PHASE JP NAGARBANGALOREIN560 0782009-06-16$250,000THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN SELCO SOLAR LIGHT PVT. LTD. ("SELCO") INITIALLY BY PROVIDING A LOAN TO SELCO (THE "LOAN") FOR SELCO TO USE TO FUND A PROJECT TO REACH 200,000 HOUSEHOLDS WITH SOLUTIONS FOR THEIR ENERGY REQUIREMENTS, THEREBY IMPROVING THEIR STANDARD OF LIVING. ON 6/17/2011, THE LOAN WAS SATISFIED IN FULL WITH THE ISSUANCE OF ADDITIONAL EQUITY SHARES IN SELCO TO THE FOUNDATION (HELD BY THE FOUNDATION AS A PROGRAM-RELATED INVESTMENT), THE PROCEEDS OF WHICH ARE TO BE USED BY SELCO FOR THE SAME PURPOSES AS THE LOAN. THE FOUNDATION CONTINUES TO OWN THE EQUITY SHARES OF SELCO.$250,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.7/10, 5/11, 8/11, 7/12, 7/13, 8/13, 8/14, 8/15, 9/16, 8/17, 8/18, 8/19THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.
TEAMFUND LP
2018-10-10$500,000THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN TEAMFUND, LP (TEAMFUND), A WHOLLY-OWNED SUBSIDIARY OF THE NON-PROFIT TEAMFUND, INC., IN THE FORM OF PURCHASING AN EQUITY INTEREST IN TEAMFUND. THE FOUNDATIONS INVESTMENT IN TEAMFUND WILL BE USED TO IMPROVE THE LIVES OF LOW-RESOURCE, UNDERSERVED POPULATIONS IN DEVELOPING COUNTRIES BY INCREASING ACCESS TO AFFORDABLE, APPROPRIATE, AND SUSTAINABLE MEDICAL TECHNOLOGIES THAT EFFECTIVELY ADDRESS PRIORITY UNMET CLINICAL NEEDS. THE FOUNDATION CONTINUES TO OWN ITS EQUITY INTEREST IN TEAMFUND.$500,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.4/19, 4/19, 7/19, 8/19, 4/20, 5/20THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.440 PARK AVE S 3NEW YORKNY10016
TIE OREGON
2017-10-31$174,760TO PROVIDE THE TIE YOUNG ENTREPRENEURS PROGRAM TO HIGH SCHOOL STUDENTS FROM UNDER- RESOURCED BACKGROUNDS IN OREGON AND TRAINING FOR EDUCATORS IN OREGON AND AT TIE CHAPTERS GLOBALLY.$174,760TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.3/18, 7/18, 2/19, 7/19, 2/20THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.PO BOX 91042PORTLANDOR97291
TIE OREGON
2018-08-09$174,760TO PROVIDE THE TIE YOUNG ENTREPRENEURS PROGRAM TO HIGH SCHOOL STUDENTS FROM UNDER- RESOURCED BACKGROUNDS IN OREGON AND TRAINING FOR EDUCATORS IN OREGON AND AT TIE CHAPTERS GLOBALLY.$174,760TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.2/19, 7/19, 2/20THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE.PO BOX 91042PORTLANDOR97291
UNITUS SEED FUND LP
2014-10-23$910,000THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN UNITUS SEED FUND, LP, A CAYMAN ISLANDS EXEMPTED LIMITED PARTNERSHIP (THE FUND), IN THE FORM OF PURCHASING AN EQUITY INTEREST IN THE FUND. THE FOUNDATIONS INVESTMENT IN THE FUND WILL BE USED FOR INVESTMENT IN BUSINESSES THAT SERVE LARGE, UNDERSERVED, BASE-OF-THE-ECONOMIC-PYRAMID POPULATIONS, TO DELIVER BENEFITS SUCH AS IMPROVED INCOME LEVELS, IMPROVED EDUCATION OUTCOMES, AND IMPROVED ACCESS TO AFFORDABLE, QUALITY PRODUCTS AND SERVICES. THE FOUNDATION CONTINUES TO OWN ITS LIMITED PARTNERSHIP INTERESTS IN THE FUND.$910,000TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.3/15, 10/15, 2/16, 5/16, 3/17, 3/18, 6/18, 5/19, 8/19, 11/19, 2/20, 4/20THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. OTHER: AS OF 12/31/2019, THE FOUNDATION HAS RECEIVED DISTRIBUTIONS FROM THE FUND IN THE AGGREGATE AMOUNT OF $79,645, LEAVING A REMAINING BALANCE OF $830,355.220 2ND AVENUE SUITE 201SEATTLEWA98104
VENTUREAST FUND ADVISORS (INDIA) PRIVATE LIMITEDVENTUREAST TENET II FUND
5B RAMACHANDRA AVE SEETHAMMALCHENNAIIN600 0182012-06-26$886,446THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN THE VENTUREAST TENET II FUND (THE TENET II FUND), AN INDIAN VENTURE CAPITAL FUND FOCUSED ON DEVELOPING TECHNOLOGY COMPANIES TO ADDRESS THE NEEDS OF PEOPLE IN RURAL INDIA, IN THE FORM OF PURCHASING AN EQUITY INTEREST IN THE TENET II FUND. THE FOUNDATION'S INVESTMENT WILL SPECIFICALLY DRIVE INVESTMENTS IN COMPANIES BENEFITING PEOPLE LIVING IN POVERTY. THE FULL AMOUNT OF THE PROCEEDS FROM THE FOUNDATION'S INVESTMENT IS BEING USED FOR THE PURPOSES OF THE FOUNDATION'S INVESTMENT. THE FOUNDATION CONTINUES TO OWN ITS EQUITY INTEREST IN THE TENET II FUND.$886,446TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.2/13,6/13,6/14, 8/14, 11/14, 8/15, 9/15, 2/16, 6/16, 9/16, 8/17, 8/18, 12/19THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. OTHER: AS OF 12/31/2019, THE FOUNDATION HAS RECEIVED DISTRIBUTIONS FROM THE TENET II FUND IN THE AGGREGATE AMOUNT OF $445,245, LEAVING A REMAINING BALANCE OF $441,201.COLONY FIRST MAIN ROAD
VILCAP INVESTMENTS LLC
2016-07-06$692,956THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN VILCAP INVESTMENTS, LLC (THE VILCAP FUND), IN THE FORM OF PURCHASING AN EQUITY INTEREST IN THE VILCAP FUND. THE FOUNDATION'S INVESTMENT IN THE VILCAP FUND WILL BE USED TO ENABLE THE VILCAP FUND TO INVEST IN INVENTION-BASED ENTERPRISES WITH A FOCUS ON SOLVING THE WORLD'S MOST PRESSING PROBLEMS IN AGRICULTURE, EDUCATION, ENERGY, FINANCIAL SERVICES. THE FOUNDATION CONTINUES TO OWN ITS EQUITY INTERESTS IN THE VILCAP FUND.$692,956TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.5/17, 5/18, 8/18, 4/19, 5/19, 8/19, 11/19, 2/20, 5/20THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WERE MADE. OTHER: AS OF 12/31/2019, THE FOUNDATION HAS RECEIVED DISTRIBUTIONS FROM THE VILCAP FUND IN THE AGGREGATE AMOUNT OF $81,984, LEAVING A REMAINING BALANCE OF $610,972.212 SUTTER STREET 2ND FLOORSAN FRANCISCOCA94108

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxtIdentifierIdentifierTxt
FORM 990-PF, PART VIII, LINE 1ADDENDUM TO STATEMENT 14NAME TITLE======================== ========================================= ERIC LEMELSON VICE PRESIDENT, TREASURER, ASSISTANT SECRETARY, AND DIRECTORROBERT LEMELSON SECRETARY, ASSISTANT TREASURER, CHAIR OF THE BOARD, PRESIDENT, AND DIRECTORCAROL DAHL EXECUTIVE DIRECTOR AND ASSISTANT SECRETARY PHILIP J. VARNUM CHIEF FINANCIAL AND ADMIN OFFICER, ASSISTANT TREASURER (THRU 06/2019)THE LEMELSON FOUNDATION PURCHASES DIRECTORS AND OFFICERS' LIABILITY INSURANCE THAT PROVIDES COVERAGE TO BOTH THE FOUNDATION AND ITS DIRECTORS AND OFFICERS. WHILE A PORTION OF THE PREMIUM MAY BE REGARDED AS COMPENSATION TO DIRECTORS AND OFFICERS, THE COMPENSATORY PORTION ALLOCABLE TO ANY ONE INDIVIDUAL IS DE MINIMIS.
EXPENDITURE RESPONSIBILITY STATEMENTSIT IS THE FOUNDATION'S POLICY THAT NO FURTHER PAYMENTS WILL BE MADE TO ANY GRANTEE UNTIL ALL OUTSTANDING REPORTS ARE RECEIVED. THE FOUNDATION HAS DETERMINED THAT FOR THOSE GRANTEES NO LONGER IN EXISTENCE AND WHO HAVE NOT PROVIDED TIMELY REPORTS, FURTHER ACTIONS WITH RESPECT TO THE GRANTS WOULD BE FUTILE. IN OTHER CASES, THE FOUNDATION HAS MADE REASONABLE EFFORTS TO NOTIFY THE GRANTEES THAT THEY ARE IN VIOLATION OF THEIR GRANT AGREEMENTS AND THAT GRANT FUNDS ARE REQUIRED TO BE RETURNED TO THE FOUNDATION. IN THOSE CASES, THE FOUNDATION HAS ALSO MADE REASONABLE ADDITIONAL INQUIRIES WITH RESPECT TO THE RETURN OF THE GRANT FUNDS AND HAS BEEN UNABLE AS OF YET TO SECURE SUCH RETURN. THE FOUNDATION HAS DETERMINED THAT LEGAL ACTION WITH RESPECT TO THESE GRANT FUNDS WOULD IN ALL PROBABILITY NOT RESULT IN THE SATISFACTION OF EXECUTION ON A JUDGMENT, AND THAT THE EXPENSE OF LEGAL ACTION WOULD NOT BE JUSTIFIED BY THE LIKELY RESULTS. FOR EACH GRANTEE WITH DELINQUENT REPORTS, EXPENDITURE RESPONSIBILITY STATEMENTS ARE INCLUDED IN THE FOUNDATION'S FORM 990-PF FOR THE YEAR OF EACH INITIAL GRANT PAYMENT THROUGH THE LAST YEAR IN WHICH ANY REPORT IS RECEIVED, AND THREE SUBSEQUENT YEARS. THEREAFTER, SUCH GRANTEES ARE EXCLUDED FROM THE FORM 990-PF AND FURTHER PAYMENTS WILL NOT BE MADE TO SUCH GRANTEES. NO GRANTEES QUALIFIED FOR THE EXCLUSION IN 2019.DEFINITIONS OF TERMS USED IN THE EXPENDITURE RESPONSIBILITY STATEMENTS: "GRANT AMOUNT" = TOTAL PAYMENTS MADE ON THE GRANT TO THE GRANTEE THROUGH THE END OF THE REPORTING DATE ON THE FORM 990-PF. "DATE OF GRANT" = THE DATE OF THE INITIAL GRANT PAYMENT. "VERIFICATION DATE" = THE DATE OF ANY INDEPENDENT VERIFICATION OF A GRANT REPORT. THE FIELD IS BLANK IF NO INDEPENDENT VERIFICATION OF ANY REPORTS FROM THE GRANTEE WAS MADE AS A RESULT OF THE FOUNDATION HAVING NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. "DATES OF REPORTS BY GRANTEE" = THE DATES THE REPORTS ARE RECEIVED BY THE FOUNDATION. AN EXPENDITURE RESPONSIBILITY STATEMENT FOR A GRANT CONTINUES TO BE INCLUDED UNTIL ALL REPORTS HAVE BEEN APPROVED BY THE FOUNDATION, SUBJECT TO THE STATEMENT ABOVE AS TO GRANTEES WITH DELINQUENT REPORTS.PAGE 6, PART VII-B, LINE 5(C)

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SNW ASSET MGMT MUNI$28,661,940$28,661,940
STANDISH MELLON ASSET MGMT$3,702,058$3,702,058

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APERIO MANAGED ACCOUNT$47,163,906$47,163,906
FIMM TREASURY PORTFOLIO$3,841,837$3,841,837
VANGUARD SHORT TERM TREASURY ADMIRAL$17,238,459$17,238,459

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$2,444,923StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$2,444,923StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (40 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ACCION FRONTIER FUNDFMV$1,308,280$1,308,280
ACM FUND II LLCFMV$2,624,957$2,624,957
ADAGE CAPITAL PARTNERSFMV$16,423,385$16,423,385
AKO GLOBAL FUND LIMITEDFMV$16,899,916$16,899,916
ARDSLEY PARTNERSFMV$7,583,804$7,583,804
BRANDYWINE PRIVATE EQUITY PARTNERS 2005FMV$2,284,945$2,284,945
BRANDYWINE PRIVATE EQUITY PARTNERS 2006FMV$990,489$990,489
BRANDYWINE PRIVATE EQUITY PARTNERS 2007FMV$2,314,677$2,314,677
BRANDYWINE PRIVATE EQUITY PARTNERS 2008FMV$1,791,214$1,791,214
BRANDYWINE PRIVATE EQUITY PARTNERS 2009FMV$1,178,990$1,178,990
BROOKSIDE CAPITAL PARTNERS LPFMV$1,300,834$1,300,834
COLCHESTER GLOBAL BOND FUNDFMV$14,785,899$14,785,899
COMMONFUND CAPITAL INT'L PTRS IVFMV$113,438$113,438
COMMONFUND CAPITAL INT'L PTRS VFMV$413,952$413,952
COMMONFUND CAPITAL INT'L PTRS VIFMV$561,321$561,321
ELEVARFMV$1,384,267$1,384,267
FARALLON CAPITAL INSTITUTIONAL PTRS LPFMV$1,312,289$1,312,289
FOREFRONT ANALYTICSFMV$26,266,274$26,266,274
FUNDSMITH SUSTAINABLE EQUITYFMV$27,677,228$27,677,228
GENERATION IM CLIMATE SOLUTIONS US LPFMV$73,602$73,602
GENERATION IM GLOBAL EQUITY FUNDFMV$45,316,405$45,316,405
GLOBAL IMPACT ACCESS PARTNERSHIP, LPFMV$1,282,882$1,282,882
GREENSPRINGFMV$3,382,053$3,382,053
LEMELSON MEDICAL, EDUCATION & RESEARCH FOUNDATION, L.P.FMV$973,907$973,907
LYME FOREST FUND IVFMV$4,043,902$4,043,902
PMF INTEGRO FUNDFMV$2,432,162$2,432,162
MULTI INSIGHT SOLUTION OFFSHOREFMV$1,476,285$1,476,285
PORTFOLIO ADVISORSFMV$5,179,695$5,179,695
ROCKPORT CAPITAL PARTNERS III, LPFMV$648,446$648,446
ROSE AFFORDABLE HOUSINGFMV$4,644,305$4,644,305
SILCHESTER INTERNATIONAL INVESTORS, LPFMV$31,848,224$31,848,224
SOSV ACCELERATOR VSFMV$5,578,437$5,578,437
SOSV IVFMV$1,272,794$1,272,794
TA HEDGEFMV$142,629$142,629
VENTURE INVESTMENT ASSOCIATES IV LPFMV$684,529$684,529
VENTURE INVESTMENT ASSOCIATES VFMV$1,703,827$1,703,827
VENTURE INVESTMENT ASSOCIATES VIFMV$3,254,889$3,254,889
WASTEWATER OPPORTUNITY FUNDFMV$2,484,649$2,484,649
WELLINGTON SPINDRIFT PARTNERSFMV$1$1
WESTWOOD GLOBAL INVESTMENTS EMERGING MARKETS FUNDFMV$16,306,615$16,306,615

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
EQUIPMENT$247,348$247,348$0
FURNITURE & FIXTURES$146,006$134,902$11,104$11,104
LEASEHOLD IMPROVEMENTS$891,026$167,066$723,960$723,960

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$253,626LegalFeesAmt
Net Investment Income$63,406NetInvestmentIncomeAmt
Disbursements Charitable Prps$179,822DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (13 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
NORBU LIMITED-PRI$902,257$0$0
UNITUS SEED FUND, LP-PRI$821,898$830,355$830,355
ANKUR INVESTMENTS LTD.-PRI$700,000$1,131,999$1,131,999
VENTUREAST-TENET II FUND-PRI$694,899$285,348$285,348
SELCO SOLAR LIGHT PVT. LTD-PRI$600,000$1,756,800$1,756,800
MENTERRA SOCIAL IMPACT FUND 1-PRI$1,350,000$1,331,220$1,331,220
VILCAP INVESTMENTS, LLC-PRI$591,019$580,607$580,607
BIOSENSE MARSALA BONDS - PRI$326,286$326,286$326,286
NANTSOUND INC.-PRI$100,000$100,000$100,000
PROMETHEAN POWER SYSTEMS, INC.-PRI$100,000$100,000$100,000
OUTSOURCED ASSETS, LLC-PRI$101,960$101,960$101,960
TEAMFUND, LP-PRI$500,000$500,000$500,000
PRIME COALITION-PRI$0$2,000,000$2,000,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SUPPLIES & EQUIPMENT$65,304$0$43,062
INSURANCE$13,527$0$13,527
NETWORK ADMINISTRATION & IT SUPPORT$259,866$0$259,866
BANK & CUSTODY FEES$44,478$44,478$0
PROFESSIONAL DEVELOPMENT$16,256$0$16,256
POSTAGE & SHIPPING$6,397$0$6,397
OFFICE EXPENSES$3,224$0$3,074
FOUNDATION CONNECT EXPENSES$13,272$0$13,272
ACCOUNTING SYSTEM ANNUAL MAINTENANCE$42,479$0$42,479
INVESTMENT DEDUCTIONS FROM ALTERNATIVE INVESTMENTS$0$3,234,629$0
DESIGN SERVICES$22,600$0$22,600
OTHER EXPENSES$20,035$0$18,615
GRANTEE EVALUATION$86,948$0$86,948
ENGAGING THE YOUTH AUDIENCE$30,500$0$30,500
INSPIRING YOUTH TO INVENT WITH PURPOSE$22,609$0$22,609
DOCUMENTING THE CURRENT IMPACT OF INVENTING$39,252$0$39,252

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME (LOSS) FROM ALTERNATIVE INVESTMENTS$1,408,806$902,621$1,408,806
OTHER INVESTMENT INCOME$1,053,249$1,053,249$1,053,249
951A INCOME$0$125,483$0
SUBPART F INCOME$0$205,321$0
PRI INVESTMENT INCOME$9,678$14,281$9,678
FOREIGN CURRENCY GAIN$1,242$1,242
OTHER INCOME$615$0-$885,360
STATE TAX REFUND$220$220

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/(LOSS) ON INVESTMENTSDesc
Amt$36,766,505Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED TAXESDesc
BOY Book Value$1,782,060BOYBookValueAmt
EOY Book Value$2,487,232EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$4,125,984$4,125,984$0
WEBSITE CONSULTING FEES$103,315$0$137,532
EMPLOYEE SEARCH FEES$84,116$0$84,116
ADVISORY COMMITTEE STIPENDS$45,000$0$45,000
COMMUNICATIONS CONSULTING FEES$458,434$0$419,536
PROGRAM CONSULTING FEES$817,222$0$831,280
STRATEGIC CONSULTING FEES$8,978$0$23,978
OTHER CONSULTANTS$160,951$0$95,868

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE AND INCOME TAX$970,387$0$0
INDIA TAXES$28,590$0$28,590
STATE & LOCAL TAXES$6,351$0$2,410
FOREIGN TAXES$0$282,481$0

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