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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T15:30:02-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH ST STE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 880391959 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEMELSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEME | BusinessNameControlTxt |
| Phone | 5032222924 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 NW OVERTON STREET NO 500 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL DAHL | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5032222924 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BECKER HARRIS | PreparerPersonNm |
| PTIN | P00183358 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.158.230.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 11:30:55 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9C75230018D5B80955F7F8F52B6C41F090A63707 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $405,508,342 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $883,233 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $883,233 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,293,476 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,879,148 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,602,167 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,084,463 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,033,238 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,473,810 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,300,955 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $28,252,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,096,574 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $652,544 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $170,568 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $481,976 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,214,784 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,217,342 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $744,593 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $37,230 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $701,444 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $253,626 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $63,406 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $179,822 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $234,249 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $58,562 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $166,868 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,804,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,125,984 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,637,310 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,005,328 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $282,481 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $31,000 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $72,443 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $233,196 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $240,354 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $314,590 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $327,030 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $28,538 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $28,538 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $686,747 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,279,107 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $618,457 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,244,638 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,017,338 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,630,141 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,863,934 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,961,677 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,108,572 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,017,338 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,591,818 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,144,114 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,079,236 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,904,156 | CashBOYAmt |
| Cash EOY | $1,791,425 | CashEOYAmt |
| Cash EOYFMV | $1,791,425 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,660,469 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,902,529 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,902,529 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $35,229 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $35,229 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $35,229 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $889,764 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,444,923 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,444,923 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $35,126,176 | CorporateStockBOYAmt |
| Corporate Stock EOY | $68,244,202 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $68,244,202 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $26,226,117 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $32,363,998 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $32,363,998 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $275,391,606 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $259,946,397 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $259,946,397 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,284,380 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $549,316 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $814,666 | LandBOYAmt |
| Land EOY | $735,064 | LandEOYAmt |
| Land EOYFMV | $735,064 | LandEOYFMVAmt |
| Other Assets BOY | $6,788,319 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,044,575 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,044,575 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $363,836,502 | TotalAssetsBOYAmt |
| Total Assets EOY | $405,508,342 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $405,508,342 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $189,380 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $245,429 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,782,060 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,487,232 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,971,440 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,732,661 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $361,865,062 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $402,775,681 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $361,865,062 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $402,775,681 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $363,836,502 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $405,508,342 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $361,865,062 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,144,114 | ExcessRevenueOverExpensesAmt |
| Other Increases | $36,766,505 | OtherIncreasesAmt |
| Subtotal | $402,775,681 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $402,775,681 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $23,070,177 | $21,974,826 | $1,095,351 | $1,095,351 | |
| CLASS ACTION DISTRIBUTION | $7,128 | $7,128 | $7,128 | P | |
| PASS THROUGH INVESTMENTS REPORTED ON SCHEDULE K-1 | $17,134,478 | $17,134,478 | $17,134,478 | P | |
| DISPOSAL OF LYME FOREST FUND TE | $8,600 | $178,596 | -$169,996 | -$169,996 | P |
| DISPOSAL OF OUTSOURCED ASSETS | $1,877 | $35,600 | -$33,723 | -$33,723 | P |
| DISPOSAL OF CEDAR ROCK CAPITAL PARTNERS LLC | $13,951,684 | $13,951,684 | $0 | $0 | P |
| DISPOSAL OF LONE CASCADE LP | $13,705,757 | $13,705,757 | $0 | $0 | P |
| DISPOSAL OF INT'L PRIVATE EQUITY PARTNERS III LP | $12,323 | $12,323 | $0 | $0 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,033,238 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $21,838,531 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $377,265,857 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057886 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,183,273 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $360,182,560 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050483 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,465,811 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $340,928,927 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048297 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,838,462 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $346,966,060 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057177 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,486,760 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $366,252,471 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047745 | DistributionYr5Rt |
| Total Distribution | 0.261588 | TotalDistributionRt |
| Average Distribution | 0.052318 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $363,636,985 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $19,024,760 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $200,792 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,225,552 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $20,012,591 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $200,792 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $200,792 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $200,792 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $295,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $200,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $495,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $917 | EsPenaltyAmt |
| Overpayment | $293,291 | OverpaymentAmt |
| Applied To ES Tax | $293,291 | 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 | NV | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.LEMELSON.ORG | WebsiteAddressTxt |
| Individual With Books | TRACEE BETANCOURT | IndividualWithBooksNm |
| Phone | 5032222924 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 NW OVERTON STREET SUITE 500 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | IN | ForeignCountryCd |
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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL DAHL | ||||||||
| 1455 NW OVERTON STREET SUITE 500 | PORTLAND | OR | 97209 | SEE STATEMENT 24 | 40.00 | $400,025 | $77,743 | $300 |
| PHILIP VARNUM | ||||||||
| 1455 NW OVERTON STREET SUITE 500 | PORTLAND | OR | 97209 | SEE STATEMENT 24 | 40.00 | $252,519 | $28,551 | $300 |
| ERIC LEMELSON | ||||||||
| 1455 NW OVERTON STREET SUITE 500 | PORTLAND | OR | 97209 | SEE STATEMENT 24 | 6.00 | $0 | $0 | $0 |
| ROBERT LEMELSON | ||||||||
| 1455 NW OVERTON STREET SUITE 500 | PORTLAND | OR | 97209 | SEE STATEMENT 24 | 6.00 | $0 | $0 | $0 |
| SUSAN MORSE | ||||||||
| 1455 NW OVERTON STREET SUITE 500 | PORTLAND | OR | 97209 | DIRECTOR | 6.00 | $0 | $0 | $0 |
| JENNIFER BRUML | ||||||||
| 1455 NW OVERTON STREET SUITE 500 | PORTLAND | OR | 97209 | DIRECTOR | 6.00 | $0 | $0 | $0 |
| ANN MORGAN | ||||||||
| 1455 NW OVERTON STREET SUITE 500 | PORTLAND | OR | 97209 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ROB SCHNEIDER | ||||||||
| 1455 NW OVERTON ST STE 500 | PORTLAND | OR | 97209 | SR. DIRECTOR OF STRA | 40.00 | $180,103 | $61,353 | $300 |
| JENNIFER BURRAN | ||||||||
| 1455 NW OVERTON ST STE 500 | PORTLAND | OR | 97209 | GRANTS, IT & CONTRAC | 40.00 | $142,250 | $54,997 | $300 |
| DAVID CORONADO | ||||||||
| 1455 NW OVERTON ST STE 500 | PORTLAND | OR | 97209 | PROGRAM OFFICER | 40.00 | $135,637 | $53,375 | $300 |
| RACHEL JAGODA BURNETTE | ||||||||
| 1455 NW OVERTON ST STE 500 | PORTLAND | OR | 97209 | PROGRAM OFFICER | 40.00 | $133,364 | $53,220 | $300 |
| CYNTHIA COOPER | ||||||||
| 1455 NW OVERTON ST STE 500 | PORTLAND | OR | 97209 | PROGRAM OFFICER | 40.00 | $133,172 | $53,182 | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 5 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TIEDMANN WEALTH MANAGEMENT | |||||
| 1415 WESTERN AVENUE SUITE 600 | SEATTLE | WA | 98101 | INVESTMENT CONSULTING FEES | $800,972 |
| LONG STORY SHORT MEDIA INC | |||||
| 2830 GEORGIA AVENUE NW | WASHINGTON | DC | 20001 | COMMUNICATIONS CONSULTANT | $503,211 |
| QUARLES & BRADY LLP | |||||
| BIN 88895 | MILWAUKEE | WI | 532880895 | LEGAL | $215,140 |
| SORENSEN STRATEGIES | |||||
| 8103 SW 222ND PLACE | VASHON | WA | 98070 | STRATEGIC CONSULTANT | $191,224 |
| UNCOMMON LLC | |||||
| 2284 COMMODORE WAY SUITE 220 | SEATTLE | WA | 98199 | CONVENING CONSULTANTS | $177,240 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 8 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | INVENTION 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 | $211,343 | Expenses1Amt |
| Description2 | INTEGRATING 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 | $139,570 | Expenses2Amt |
| Description3 | REGIONAL 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 | $79,255 | Expenses3Amt |
| Description4 | INVENTION 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 | $74,750 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE 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 | $2,000,000 | Expenses1Amt |
| Description2 | THE 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 | $292,363 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $128,410 | AllOtherProgramRltdInvstTotAmt |
| Total | $2,420,773 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $102,133,003 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,720,057 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $247,321,544 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $369,174,604 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $369,174,604 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,537,619 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $363,636,985 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,181,849 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,181,849 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $200,792 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $200,792 | TotalTaxAmt |
| Distributable Before Adj | $17,981,057 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $601,713 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,582,770 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,582,770 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,591,818 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $2,420,773 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $20,012,591 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $200,792 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $19,811,799 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,582,770 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $794,900 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $794,900 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,012,591 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,582,770 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,429,821 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,224,721 | 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 | $2,224,721 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $794,900 | ExcessFromYear1Amt |
| Excess From Current Year | $1,429,821 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | ERIC LEMELSON | ShareholderManagerNm |
| Shareholder Manager | ROBERT LEMELSON | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE | ||||||||||||
| 1200 NEW YORK AVENUE NW | WASHINGTON | DC | 20005 | PC | TO 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 400 | WASHINGTON | DC | 20005 | PC | TO 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 168 | BEAVERTON | OR | 97005 | PC | TO PROVIDE GENERAL OPERATING SUPPORT. | $3,000 | ||||||
| BEYOND BENIGN INCORPORATED | ||||||||||||
| 100 RESEARCH DRIVE | WILMINGTON | MA | 01887 | PC | TO 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 DRIVE | GREAT FALLS | VA | 22066 | PC | TO 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 18050 | CLEVELAND HEIGHTS | OH | 44118 | PC | TO 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 18050 | CLEVELAND HEIGHTS | OH | 44118 | PC | TO 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 BROADWAY | OAKLAND | CA | 97612 | NC | TO 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 FLOOR | NEW YORK | NY | 10004 | PC | TO 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 26978 | NEW YORK | NY | 10128 | PC | TO 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 26978 | NEW YORK | NY | 10128 | PC | TO BUILD INVENTION EDUCATION CAPACITY FOR POORLY RESOURCED TEACHERS IN KENYA. | $24,804 | ||||||
| GRANTMAKERS OF OREGON & SW WASHINGTON | ||||||||||||
| PO BOX 6381 | PORTLAND | OR | 972286381 | PC | TO 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 AVE | ARLINGTON | VA | 22206 | PC | TO 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 COMPANY | WILMINGTON | DE | 19808 | PC | TO 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. | $21,608 | 251 LITTLE FALLS DRIVE | |||||
| IMPACT INNOVATORS AND ENTREPRENEURS FOUNDATION | ||||||||||||
| C/O CARE CORPORATE SERVICES COMPANY | WILMINGTON | DE | 19808 | PC | TO 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. | $289,742 | 251 LITTLE FALLS DRIVE | |||||
| KENYA CLIMATE INNOVATION CENTER | ||||||||||||
| NC | TO SUPPORT THE OPERATIONS OF A PROTOTYPING AND MANUFACTURING SPACE AND TRAINING ENGINEERS AND FABRICATORS TO ADDRESS A TALENT GAP IN KENYA. | $770,000 | PO BOX 49162-00100 STRATHMORE | BUSINESS SCHOOL OLE SANGALE ROAD MA | NAIROBI | KE | ||||||
| KENYA IMPACT INNOVATIONS FOUNDATION | ||||||||||||
| NC | TO 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. | $94,100 | 5TH FLOOR STRATHMORE STUDENT CENTRE | KERI ROAD | NAIROBI | KE | ||||||
| KENYA IMPACT INNOVATIONS FOUNDATION | ||||||||||||
| NC | TO 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. | $321,152 | 5TH FLOOR STRATHMORE STUDENT CENTRE | KERI ROAD | NAIROBI | KE | ||||||
| LORDS EDUCATION & HEALTH SOCIETY | ||||||||||||
| PC - EQUIVALENCY DET | TO 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. | $31,318 | 5C HANSALAYA BUILDING 15 BARAKHAMBA | ROAD | NEW DELHI | IN | 110001 | |||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||||||
| 77 MASSACHUSETTS AVENUE BUILDING | CAMBRIDGE | MA | 02139 | PC | TO EXPLORE THE CONVERGENCE BETWEEN INVENTION AND COMPUTATIONAL THINKING THROUGH RESEARCH. | $24,750 | E-38-104 | |||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||||||
| 77 MASSACHUSETTS AVENUE BUILDING | CAMBRIDGE | MA | 02139 | PC | TO 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. | $24,728 | E-38-104 | |||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||||||
| 77 MASSACHUSETTS AVENUE BUILDING | CAMBRIDGE | MA | 02139 | PC | TO CONTINUE SUPPORT FOR THE LEMELSON-MIT PROGRAM INCLUDING THE LEMELSON-MIT PRIZE, STUDENT PRIZE PROGRAM, INVENTEAM PROGRAM, AND JV INVENTEAM INITIATIVE. | $1,500,000 | E-38-104 | |||||
| MCKAY HIGH SCHOOL ATHLETIC BOOSTER V | ||||||||||||
| 2440 LANCASTER DR NE | SALEM | OR | 97305 | PC | FUNDING TO COVER REMAINING TRAVEL COSTS FOR MCKAY INVENTEAM TO ATTEND EUREKAFEST. | $15,000 | ||||||
| MONTEREY BAY AQUARIUM FOUNDATION | ||||||||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | PC | TO PROVIDE GENERAL OPERATING SUPPORT. | $250 | ||||||
| NATIONAL ACADEMY OF INVENTORS INC | ||||||||||||
| 3702 SPECTRUM BLVD | TAMPA | FL | 33612 | PC | TO 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 WAY | HADLEY | MA | 010359462 | PC | TO 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 WAY | HADLEY | MA | 010359462 | PC | TO 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 NE | WASHINGTON | DC | 20002 | PC | TO 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 16TH | NEW YORK | NY | 10013 | PC | TO PROVIDE CONFERENCE SPONSORSHIP FOR CSFORALL, A COMMUNITY EVENT FOR COMPUTER SCIENCE EDUCATION IN THE U.S. | $7,500 | FLOOR | |||||
| NON-PROFIT ENTERPRISE AND SELF-SUSTAINABILITY TEAM INC | ||||||||||||
| 5917 JORDAN AVE | EL CERRITO | CA | 94530 | PC | TO 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 90813 | ALEXANDRIA | VA | 22309 | PC | TO 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 1608 | PORTLAND | OR | 97204 | PC | TO 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 WAY | CORVALLIS | OR | 973331068 | PC | TO 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 650 | SEATTLE | WA | 98121 | PC | TO PROVIDE CONTINUED MEMBERSHIP SUPPORT TO PHILANTHROPY NORTHWEST | $16,405 | ||||||
| PORTLAND STATE UNIVERSITY FOUNDATION | ||||||||||||
| BOX 243 | PORTLAND | OR | 97207 | PC | TO PROVIDE CONFERENCE SPONSORSHIP SUPPORT FOR ELEVATING IMPACT 2020 ON FEBRUARY 7 2020, IN PORTLAND, OREGON. | $10,000 | ||||||
| PORTLAND STATE UNIVERSITY FOUNDATION | ||||||||||||
| BOX 243 | PORTLAND | OR | 97207 | PC | TO 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 243 | PORTLAND | OR | 97207 | PC | TO 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 243 | PORTLAND | OR | 97207 | PC | TO 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 243 | PORTLAND | OR | 97207 | PC | TO 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 200 | BOULDER | CO | 80301 | PC | TO 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 DET | TO SUPPORT THE INCUBATION OF INVENTION-BASED ENTERPRISES DESIGNED TO IMPROVE LIVES IN LOW INCOME COMMUNITIES IN INDIA. | $139,150 | 690 FIRST FLOOR 100FT RING ROAD | 15TH CROSS 2ND PHASE JP NAGAR | BANGALORE | IN | 560078 | |||||
| SELCO FOUNDATION | ||||||||||||
| PC - EQUIVALENCY DET | TO SUPPORT 3 MONTHS OF OPERATING COSTS AND PLANNING FOR A TECHNOLOGY INCUBATION PROGRAM. | $98,084 | 690 FIRST FLOOR 100FT RING ROAD | 15TH CROSS 2ND PHASE JP NAGAR | BANGALORE | IN | 560078 | |||||
| SMITHSONIAN INSTITUTION | ||||||||||||
| BEHRING CENTER 14TH STREET AND | WASHINGTON | DC | 20560 | PC | TO SUPPORT THE DESIGN PHASE OF PLANNING THE LEMELSON CENTERS NEW EXHIBIT, SPORTING INVENTION, AT THE NATIONAL MUSEUM OF AMERICAN HISTORY. | $40,000 | CONSTITUTION AVENUE NW | |||||
| SOCIETY FOR SCIENCE AND THE PUBLIC | ||||||||||||
| 1719 N STREET NW | WASHINGTON | DC | 20036 | PC | TO 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 NW | WASHINGTON | DC | 20036 | PC | TO 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 ROAD | MENDOTA HEIGHTS | MN | 55120 | PC | TO 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 4550 | IOWA CITY | IA | 522444550 | PC | TO 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 4550 | IOWA CITY | IA | 522444550 | PC | TO 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 AVENUE | NEW YORK | NY | 100165990 | SO-II | TO SUPPORT THE ASME RECOGNITION PRIZE AND TECHNICAL ASSISTANCE FOR HARDWARE ENTREPRENEURS ADDRESSING NEEDS OF THE POOR. | $98,000 | ||||||
| THE ASME FOUNDATION INC | ||||||||||||
| TWO PARK AVENUE | NEW YORK | NY | 100165990 | SO-II | TO 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 NW | WASHINGTON | DC | 20037 | PC | TO PROVIDE SPONSORSHIP OF ANDE'S 2019 ANNUAL MEMBER CONFERENCE AND 10 YEAR ANNIVERSARY CELEBRATION. | $20,000 | ||||||
| THE ASPEN INSTITUTE INC | ||||||||||||
| 2300 N ST NW | WASHINGTON | DC | 20037 | PC | TO PROVIDE SPONSORSHIP OF ANDE'S 2020 ANNUAL MEMBER CONFERENCE. | $12,000 | ||||||
| THE ASPEN INSTITUTE INC | ||||||||||||
| 2300 N ST NW | WASHINGTON | DC | 20037 | PC | TO 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 BLVD | DEARBORN | MI | 481245029 | PC | TO 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 CROSSWAY | BERKELEY | CA | 94708 | PC | SUPPORT 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 5570 | BERKELEY | CA | 947205570 | PC | TO 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 WAY | SANTA CLARA | CA | 95054 | PC | TO PROVIDE CONFERENCE SPONSORSHIP FOR TIECON 2019 IN SANTA CLARA, CALIFORNIA, MAY 10-11, 2019. | $10,000 | ||||||
| TIE OREGON FOUNDATION | ||||||||||||
| PO BOX 91042 | PORTLAND | OR | 97291 | PC | TO CONTINUE FUNDING FOR INVENTION BASED CURRICULUM AND IN-SCHOOL INSTRUCTION FOR TIE YOUNG ENTREPRENEURS. | $184,854 | ||||||
| TIE OREGON | ||||||||||||
| PO BOX 91042 | PORTLAND | OR | 97291 | NC | 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. | $300 | ||||||
| UNIVERSITY ECONOMIC DEVELOPMENT ASSOCIATION | ||||||||||||
| PO BOX 97930 | PITTSBURGH | PA | 15227 | PC | TO PROVIDE CONFERENCE SPONSORSHIP FOR THE ANNUAL SUMMIT FOR UNIVERSITY ECONOMIC DEVELOPMENT ASSOCIATION. | $7,500 | ||||||
| VERTUELAB | ||||||||||||
| PO BOX 212 | PORTLAND | OR | 97207 | PC | TO PROVIDE CONFERENCE SPONSORSHIP FOR THE VERTUELAB IMPACT SUMMIT 2019. | $8,000 | ||||||
| VILLGRO INNOVATIONS FOUNDATION | ||||||||||||
| PC - EQUIVALENCY DET | TO 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. | $221,487 | III FLOOR IITM RESEARCH PARK | KANAGAM ROAD TARAMANI | CHENNAI | IN | 600 113 | |||||
| VILLGRO INNOVATIONS FOUNDATION | ||||||||||||
| PC - EQUIVALENCY DET | TO 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. | $607,785 | III FLOOR IITM RESEARCH PARK | KANAGAM ROAD TARAMANI | CHENNAI | IN | 601 113 | |||||
| WGBH EDUCATIONAL FOUNDATION | ||||||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | PC | TO 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 390 | HOUSTON | TX | 77005 | PC | TO 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 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,961,677 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVISION EXCELLENCE IN STEM EDUCATION | ||||||||||||
| PO BOX 18050 | CLEVELAND HEIGHTS | OH | 44118 | PC | TO 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 AVE | ARLINGTON | VA | 22206 | PC | TO 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 COMPANY | WILMINGTON | DE | 19808 | PC | TO 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. | $545,640 | 251 LITTLE FALLS DRIVE | |||||
| KENYA CLIMATE INNOVATION CENTER | ||||||||||||
| NC | TO SUPPORT THE OPERATIONS OF A PROTOTYPING AND MANUFACTURING SPACE AND TRAINING ENGINEERS AND FABRICATORS TO ADDRESS A TALENT GAP IN KENYA. | $1,074,618 | PO BOX 49162-00100 STRATHMORE | BUSINESS SCHOOL OLE SANGALE ROAD MA | NAIROBI | KE | ||||||
| KENYA IMPACT INNOVATIONS FOUNDATION | ||||||||||||
| NC | TO 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. | $1,078,830 | 5TH FLOOR STRATHMORE STUDENT CENTRE | KERI ROAD | NAIROBI | KE | ||||||
| NATIONAL COLLEGIATE INVENTORS AND INNOVATORS ALLIANCE | ||||||||||||
| 100 VENTURE WAY | HADLEY | MA | 010359462 | PC | TO 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 WAY | CORVALLIS | OR | 973331068 | PC | TO 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 243 | PORTLAND | OR | 97207 | PC | TO 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 200 | BOULDER | CO | 80301 | PC | TO 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 DET | TO SUPPORT THE INCUBATION OF INVENTION-BASED ENTERPRISES DESIGNED TO IMPROVE LIVES IN LOW INCOME COMMUNITIES IN INDIA. | $764,993 | 690 FIRST FLOOR 100FT RING ROAD | 15TH CROSS 2ND PHASE JP NAGAR | BANGALORE | IN | 560078 | |||||
| THE EDISON INSTITUTE INC | ||||||||||||
| 20900 OAKWOOD BLVD | DEARBORN | MI | 481245029 | PC | TO 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 WAY | SANTA CLARA | CA | 95054 | PC | TO CONTINUE FUNDING FOR INVENTION BASED CURRICULUM AND IN-SCHOOL INSTRUCTION FOR TIE YOUNG ENTREPRENEURS. | $128,496 | ||||||
| VILLGRO INNOVATIONS FOUNDATION | ||||||||||||
| PC - EQUIVALENCY DET | TO 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. | $995,279 | III FLOOR IITM RESEARCH PARK | KANAGAM ROAD TARAMANI | CHENNAI | IN | 600 113 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,528,885 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI INVESTMENT INCOME | Desc |
| Related Or Exempt Function Incm | $9,678 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $883,233 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,222,178 | ExclusionAmt |
| Related Or Exempt Function Incm | $71,298 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,348,030 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $31,410 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,570,757 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|---|
| FOREIGN CURRENCY GAIN | 01 | $1,242 | |||
| OTHER INCOME | 525990 | -$885,975 | $615 | ||
| STATE TAX REFUND | 525990 | $220 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$854,345 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $29,025,440 | ExclusionAmt |
| Related Or Exempt Function Incm | $81,591 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,252,686 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | PROGRAM RELATED INVESTMENT INCOME |
| 4 | TAX EXEMPT INTEREST |
| 11B | PRIOR YEAR QUALIFYING DISTRIBUTIONS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (1) | 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 |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $300 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIE OREGON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | GRANT 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX AND ACCOUNTING FEES | CategoryTxt |
| Amt | $234,249 | Amt |
| Net Investment Income | $58,562 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $166,868 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 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/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Address Line2ForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANKUR INVESTMENTS LTD | ||||||||||||||||
| UNIT 5 JETHA COMPOUND BYCULLA E | MUMBAI | IN | 400027 | 2016-07-27 | $1,000,000 | THE 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. | $1,000,000 | TO 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, 1/20 | THE 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 WEST | MAHARASHTRA | IN | 400610 | 2017-03-14 | $326,286 | THE 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. | $326,286 | TO 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, 12/19 | THE 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 | $400,000 | THE 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. | $400,000 | TO 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, 12/19 | THE 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/O | WEIL GOTSHAL MANGES LLP 767 FIFTH A | NEW YORK | NY | 10153 | |||||
| GEARBOX FOUNDATIONGEARBOX LIMITED | ||||||||||||||||
| 2018-10-02 | $99,921 | TO 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. | $99,921 | TO 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, 2/20 | THE 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 BROADWAY | OAKLAND | CA | 97612 | ||||||
| GEARBOX LIMITED | ||||||||||||||||
| AVON CENTRE ENTERPRISE ROAD | NAIROBI | KE | 58275-00200 | 2018-02-02 | $295,241 | TO 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. | $295,241 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 7/18, 7/18, 4/19 | THE 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 ROAD | NAIROBI | KE | 58275-00200 | 2017-09-21 | $165,000 | TO 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. | $165,000 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 2/18, 3/18, 4/19 | THE 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 RAJA | BANGALORE | IN | 560025 | 2017-02-28 | $326,915 | TO CREATE AND PUBLICLY DISSEMINATE A VALIDATED DATABASE OF CRITICAL UNMET NEEDS FOR MEDICAL DEVICE TECHNOLOGIES SERVING LOW RESOURCE POPULATIONS IN INDIA. | $326,915 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 9/17, 5/18, 10/18, 4/19 | THE 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 STRATHMORE | NAIROBI | KE | 2019-08-12 | $770,000 | TO SUPPORT THE OPERATIONS OF A PROTOTYPING AND MANUFACTURING SPACE AND TRAINING ENGINEERS AND FABRICATORS TO ADDRESS A TALENT GAP IN KENYA. | $644,087 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 10/19, 1/20, 4/20 | THE 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 CENTRE | NAIROBI | KE | 30410-00100 | 2017-06-20 | $191,736 | TO 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. | $191,736 | TO 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, 10/19 | THE 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 CENTRE | NAIROBI | KE | 30410-00100 | 2018-06-20 | $214,164 | TO 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. | $214,164 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 7/18, 1/19, 2/19, 4/19, 9/19, 10/19 | THE 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 CENTRE | NAIROBI | KE | 30410-00100 | 2019-06-07 | $94,100 | TO 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. | $65,683 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 9/19, 10/19 | THE 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 CENTRE | NAIROBI | KE | 30410-00100 | 2019-10-16 | $321,152 | TO 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. | $199,899 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 5/20 | THE 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 STAGE | BANGALORE | IN | 560038 | 2017-10-02 | $1,450,000 | THE 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. | $1,450,000 | TO 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, 2/20 | THE 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 | $100,000 | THE 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. | $100,000 | TO 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, 2/20 | THE 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 DRIVE | EL CERRITO | CA | 94530 | ||||||
| NORBU LIMITEDNORLHA | ||||||||||||||||
| ROOM 904-908 9/F KAI TAK COMMERCIAL | HONG KONG | CN | 2012-11-05 | $120,000 | THE 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. | $120,000 | TO 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, 7/19 | THE 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 COMMERCIAL | HONG KONG | CN | 2012-05-31 | $182,257 | THE 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. | $182,257 | TO 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, 7/19 | THE 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 COMMERCIAL | HONG KONG | CN | 2013-07-29 | $300,000 | THE 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. | $300,000 | TO 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, 7/19 | THE 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 COMMERCIAL | HONG KONG | CN | 2014-10-15 | $100,000 | THE 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. | $100,000 | TO 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, 7/19 | THE 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 COMMERCIAL | HONG KONG | CN | 2015-09-23 | $100,000 | THE 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. | $100,000 | TO 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, 7/19 | THE 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 COMMERCIAL | HONG KONG | CN | 2015-05-06 | $100,000 | THE 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. | $100,000 | TO 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, 7/19 | THE 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 | $2,000,000 | THE 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. | $2,000,000 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 3/20 | THE 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 ONE | BROADWAY 12TH FLOOR | CAMBRIDGE | MA | 02142 | |||||
| PROMETHEAN POWER SYSTEMS INC | ||||||||||||||||
| 2015-03-25 | $100,000 | THE 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. | $100,000 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 4/16, 5/17, 4/19 | THE 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 STREET | BOSTON | MA | 02143 | ||||||
| SELCO SOLAR LIGHT PVT LTD | ||||||||||||||||
| 742 15TH CROSS 6TH PHASE JP NAGAR | BANGALORE | IN | 560 078 | 2008-12-23 | $350,000 | THE 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. | $350,000 | TO 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, 8/19 | THE 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 NAGAR | BANGALORE | IN | 560 078 | 2009-06-16 | $250,000 | THE 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. | $250,000 | TO 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, 8/19 | THE 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 | $500,000 | THE 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. | $500,000 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 4/19, 4/19, 7/19, 8/19, 4/20, 5/20 | THE 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 3 | NEW YORK | NY | 10016 | ||||||
| TIE OREGON | ||||||||||||||||
| 2017-10-31 | $174,760 | 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. | $174,760 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 3/18, 7/18, 2/19, 7/19, 2/20 | THE 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 91042 | PORTLAND | OR | 97291 | ||||||
| TIE OREGON | ||||||||||||||||
| 2018-08-09 | $174,760 | 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. | $174,760 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 2/19, 7/19, 2/20 | THE 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 91042 | PORTLAND | OR | 97291 | ||||||
| UNITUS SEED FUND LP | ||||||||||||||||
| 2014-10-23 | $910,000 | THE 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. | $910,000 | TO 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, 4/20 | THE 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 201 | SEATTLE | WA | 98104 | ||||||
| VENTUREAST FUND ADVISORS (INDIA) PRIVATE LIMITEDVENTUREAST TENET II FUND | ||||||||||||||||
| 5B RAMACHANDRA AVE SEETHAMMAL | CHENNAI | IN | 600 018 | 2012-06-26 | $886,446 | THE 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. | $886,446 | TO 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, 12/19 | THE 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 | $692,956 | THE 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. | $692,956 | TO 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, 5/20 | THE 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 FLOOR | SAN FRANCISCO | CA | 94108 | ||||||
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt | IdentifierIdentifierTxt |
|---|---|---|
| FORM 990-PF, PART VIII, LINE 1 | ADDENDUM 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 STATEMENTS | IT 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)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $2,444,923 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $2,444,923 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (40 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCION FRONTIER FUND | FMV | $1,308,280 | $1,308,280 |
| ACM FUND II LLC | FMV | $2,624,957 | $2,624,957 |
| ADAGE CAPITAL PARTNERS | FMV | $16,423,385 | $16,423,385 |
| AKO GLOBAL FUND LIMITED | FMV | $16,899,916 | $16,899,916 |
| ARDSLEY PARTNERS | FMV | $7,583,804 | $7,583,804 |
| BRANDYWINE PRIVATE EQUITY PARTNERS 2005 | FMV | $2,284,945 | $2,284,945 |
| BRANDYWINE PRIVATE EQUITY PARTNERS 2006 | FMV | $990,489 | $990,489 |
| BRANDYWINE PRIVATE EQUITY PARTNERS 2007 | FMV | $2,314,677 | $2,314,677 |
| BRANDYWINE PRIVATE EQUITY PARTNERS 2008 | FMV | $1,791,214 | $1,791,214 |
| BRANDYWINE PRIVATE EQUITY PARTNERS 2009 | FMV | $1,178,990 | $1,178,990 |
| BROOKSIDE CAPITAL PARTNERS LP | FMV | $1,300,834 | $1,300,834 |
| COLCHESTER GLOBAL BOND FUND | FMV | $14,785,899 | $14,785,899 |
| COMMONFUND CAPITAL INT'L PTRS IV | FMV | $113,438 | $113,438 |
| COMMONFUND CAPITAL INT'L PTRS V | FMV | $413,952 | $413,952 |
| COMMONFUND CAPITAL INT'L PTRS VI | FMV | $561,321 | $561,321 |
| ELEVAR | FMV | $1,384,267 | $1,384,267 |
| FARALLON CAPITAL INSTITUTIONAL PTRS LP | FMV | $1,312,289 | $1,312,289 |
| FOREFRONT ANALYTICS | FMV | $26,266,274 | $26,266,274 |
| FUNDSMITH SUSTAINABLE EQUITY | FMV | $27,677,228 | $27,677,228 |
| GENERATION IM CLIMATE SOLUTIONS US LP | FMV | $73,602 | $73,602 |
| GENERATION IM GLOBAL EQUITY FUND | FMV | $45,316,405 | $45,316,405 |
| GLOBAL IMPACT ACCESS PARTNERSHIP, LP | FMV | $1,282,882 | $1,282,882 |
| GREENSPRING | FMV | $3,382,053 | $3,382,053 |
| LEMELSON MEDICAL, EDUCATION & RESEARCH FOUNDATION, L.P. | FMV | $973,907 | $973,907 |
| LYME FOREST FUND IV | FMV | $4,043,902 | $4,043,902 |
| PMF INTEGRO FUND | FMV | $2,432,162 | $2,432,162 |
| MULTI INSIGHT SOLUTION OFFSHORE | FMV | $1,476,285 | $1,476,285 |
| PORTFOLIO ADVISORS | FMV | $5,179,695 | $5,179,695 |
| ROCKPORT CAPITAL PARTNERS III, LP | FMV | $648,446 | $648,446 |
| ROSE AFFORDABLE HOUSING | FMV | $4,644,305 | $4,644,305 |
| SILCHESTER INTERNATIONAL INVESTORS, LP | FMV | $31,848,224 | $31,848,224 |
| SOSV ACCELERATOR VS | FMV | $5,578,437 | $5,578,437 |
| SOSV IV | FMV | $1,272,794 | $1,272,794 |
| TA HEDGE | FMV | $142,629 | $142,629 |
| VENTURE INVESTMENT ASSOCIATES IV LP | FMV | $684,529 | $684,529 |
| VENTURE INVESTMENT ASSOCIATES V | FMV | $1,703,827 | $1,703,827 |
| VENTURE INVESTMENT ASSOCIATES VI | FMV | $3,254,889 | $3,254,889 |
| WASTEWATER OPPORTUNITY FUND | FMV | $2,484,649 | $2,484,649 |
| WELLINGTON SPINDRIFT PARTNERS | FMV | $1 | $1 |
| WESTWOOD GLOBAL INVESTMENTS EMERGING MARKETS FUND | FMV | $16,306,615 | $16,306,615 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $253,626 | LegalFeesAmt |
| Net Investment Income | $63,406 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $179,822 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (13 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 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)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements 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)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) ON INVESTMENTS | Desc |
| Amt | $36,766,505 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAXES | Desc |
| BOY Book Value | $1,782,060 | BOYBookValueAmt |
| EOY Book Value | $2,487,232 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements 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)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements 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 |
Comments