FURP.ORG / PUBLIC DATA EXPLORER

JEREMY AND HANNELORE GRANTHAM ENVIRONMENTAL TRUST: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JEREMY AND HANNELORE GRANTHAM ENVIRONMENTAL TRUST (EIN 20-3959397)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201813199349317181
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-15T17:28:00-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042206126PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RAPHAEL AND RAPHAEL LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line152 CHURCH STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02116ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203959397EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JEREMY AND HANNELORE GRANTHAMBusinessNameLine1Txt
Business Name Line2ENVIRONMENTAL TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJEREBusinessNameControlTxt
Phone6173307500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 ROWES WHARFAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEREMY GRANTHAMPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6173307500PhoneNum
Signature2018-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKAREN LYDONPreparerPersonNm
PTINP00255755PTIN
Phone6173570100PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.9.101.9IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-15IPDt
IP Tm17:18:55IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id8919E0DA442ED95E75F81FC008DBF006655AA61CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJEREMY GRANTHAMPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 ROWES WHARFAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$28,429,211GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation2007FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionPROVIDES GRANTS TO ORGANIZATIONS ENGAGED IN PROTECTING THE ENVIRONMENT.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$110,130TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$46,691NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$20,992,451PYContributionsGrantsAmt
CY Contributions Grants$10,826,940CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$6,532,719PYInvestmentIncomeAmt
CY Investment Income$17,546,135CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$27,525,170PYTotalRevenueAmt
CY Total Revenue$28,373,075CYTotalRevenueAmt
PY Grants And Similar Paid$2,010,048PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$11,881,861CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,883,829PYOtherExpensesAmt
CY Other Expenses$2,614,305CYOtherExpensesAmt
PY Total Expenses$4,893,877PYTotalExpensesAmt
CY Total Expenses$14,496,166CYTotalExpensesAmt
PY Revenues Less Expenses$22,631,293PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$13,876,909CYRevenuesLessExpensesAmt
Total Assets BOY$201,391,672TotalAssetsBOYAmt
Total Assets EOY$245,369,148TotalAssetsEOYAmt
Total Liabilities BOY$5,144,409TotalLiabilitiesBOYAmt
Total Liabilities EOY$11,742,762TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$196,247,263NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$233,626,386NetAssetsOrFundBalancesEOYAmt
MissionPROVIDES GRANTS TO ORGANIZATIONS ENGAGED IN PROTECTING THE ENVIRONMENT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$11,881,861ExpenseAmt
Grant$11,881,861GrantAmt
DescGRANTS TO ENVIRONMENTAL ORGANIZATIONS THAT QUALIFY AS SECTION 501(C)3 ORGANIZATIONSDesc
Total Program Service Expenses$11,881,861TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing AddressYes (1)OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEREMY GRANTHAMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6173307500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 ROWES WHARFAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JEREMY GRANTHAM
TRUSTEE1.00Yes (X)$0$0$0
HANNELORE GRANTHAM
TRUSTEE0.25Yes (X)$0$0$0
CARTER ROBERTS
TRUSTEE0.25Yes (X)$0$0$0
BRETT JANKS
TRUSTEE0.25Yes (X)$0$0$0
WAYNE KLOCKNER
TRUSTEE0.25Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAMBRIDGE ASSOCIATESBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1125 HIGH STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
ServicesMANAGEMENTServicesDesc
Compensation$324,057CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$10,826,940AllOtherContributionsAmt
Noncash Contributions$7,325,940NoncashContributionsAmt
Total Contributions$10,826,940TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,203,105TotalRevenueColumnAmt
Unrelated Business Revenue-$11,535UnrelatedBusinessRevenueAmt
Exclusion$2,214,640ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$123,022SecuritiesAmt
Other$15,276,144OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$9,871SecuritiesAmt
Other$46,265OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$113,151SecuritiesAmt
Other$15,229,879OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,343,030TotalRevenueColumnAmt
Unrelated Business Revenue$121,665UnrelatedBusinessRevenueAmt
Exclusion$15,221,365ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,373,075TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$110,130UnrelatedBusinessRevenueAmt
Exclusion$17,436,005ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$11,881,861TotalAmt
Program Services$11,881,861ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$32,701TotalAmt
Management And General$32,701ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$49,850TotalAmt
Management And General$49,850ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$324,057TotalAmt
Management And General$324,057ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$7,241TotalAmt
Management And General$7,241ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$41,953TotalAmt
Management And General$41,953ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
PORTFOLIO AND OTHER DED$7,981$7,981
DEDUCTIONS FOR PORTFOLI$1,666,161$1,666,161
FOREIGN TAXES$259,612$259,612
INVESTMENT INTEREST EXP$221,366$221,366

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,383TotalAmt
Management And General$3,383ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$14,496,166TotalAmt
Program Services$11,881,861ProgramServicesAmt
Management And General$2,614,305ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,731,474BOYAmt
EOY$2,327,420EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,153,143BOYAmt
EOY$4,806,206EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$334,655BOYAmt
EOY$754,890EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$33,673,628BOYAmt
EOY$35,843,543EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$159,498,772BOYAmt
EOY$194,609,087EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$7,028,002EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$201,391,672BOYAmt
EOY$245,369,148EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$872,000BOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$4,272,409BOYAmt
EOY$11,742,762EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,144,409BOYAmt
EOY$11,742,762EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$196,247,263BOYAmt
EOY$233,626,386EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$196,247,263BOYAmt
EOY$233,626,386EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$201,391,672BOYAmt
EOY$245,369,148EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$13,876,909ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$18,163,937NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$5,338,277OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations3SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (3 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
THE WORLD WILDLIFE FOUNDATION
5216933877Yes (1)$2,715,796$0
THE NATURE CONSERVANCY
5302426527Yes (1)$2,906,584$0
RARE
2373805637Yes (1)$5,837,194$0
FieldValueIRS element (for citing)
Supported Organizations Total3SupportedOrganizationsTotalCnt
Support Sum$11,459,574SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgYes (1)OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, SECTION B, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION MADE CONTRIBUTIONS TO THE FOLLOWING ORGANIZATIONS TO CARRY OUT THE PURPOSES OF ITS SUPPORTED ORGANIZATIONS AS FOLLOWS: POPULATION MEDIA CENTER (03-0358029) 501C(3) FOR $414,754.ExplanationTxt

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (33 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ABRAMS CAPITAL PARTNERS II LP$2,371,162F
AIRDRIE PARTNERS$552,254F
BERKSHIRE FUND VIII-A LP$2,499,295F
CHALKSTREAM INVESTMENT FUND (INTERNATIONAL)LTD$3,460,182F
COMMONFUND CAPITAL VENTURE PARTNERS X, LP$25,750,406F
COMMONFUND CAPITAL VENTURE PARTNERS XI, LP$5,391,182F
DEERFIELD PRIVATE DESIGN$4,886,797F
DEERFIELD RCA HOLDINGS LP$58,253F
ELLIOTT INTERNATIONAL LTD$12,903,268F
ENCAP FLATROCK MIDSTREAM FUND II, L.P.$4,569,843F
GENAGRO LTD$35,567F
GMO SYSTEMATIC GLOBAL MACRO FUND OFFSHORE$12,165,932F
HIGHFIELDS CAPITAL IV LP$116,365F
HILLHOUSE FUND III LP$9,292,803F
KALEIDOSCOPE PRISM OFFSHORE$13,530,760F
KING STREET CAPITAL LP$296,341F
LEGACY VENTURE IV LLC$1,974,467F
LEGACY VENTURE VI LLC$4,137,024F
LYXOR- BRIDGEWATER FUND$10,063,655F
MELOY FUND 1 L.P.$211,456F
NORTH HAVEN NET OF LOAN$894,897F
OAK TREE PARTNERS LP$2,089,041F
OVERLOOK 3G INVESTMENTS LP$3,974,058F
OVERLOOK PARTNERS FUND LP$21,730,711F
PAINE & PARTNERRS AIV$1,015,558F
PAINE & PARTNERS$6,106,977F
RENAISSANCE INSTITUTIONAL EQUITIES FUND LP$22,838,070F
ROUNDSHIELD (RS FEEDER FUND I)$2,360,569F
SBC LATIN AMERICA HOUSING$1,709,995F
SPEARHEAD CO-INVESTMENT$2,112,180F
VERDESIAN$1,555,215F
VICTORY PARK CAPITAL, L.P.$5,152,188F
WATER STREET$8,802,616F
FieldValueIRS element (for citing)
Total Book Value Securities$194,609,087TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt$49,383,979TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$18,163,937NetUnrealizedGainsInvstAmt
Other Revenue$5,338,276OtherRevenueAmt
Revenue Not Reported$23,502,213RevenueNotReportedAmt
Revenue Subtotal$25,881,766RevenueSubtotalAmt
Investment Expenses Not Incld$2,491,309InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$2,491,309RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$28,373,075TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$12,004,856TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$12,004,856ExpensesSubtotalAmt
Investment Expenses Not Incld2$2,491,309InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$2,491,309ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$14,496,165TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART XI, LINE 2D - OTHER ADJUSTMENTS:FormAndLineReferenceDesc
ExplanationLONG TERM CAPITAL GAINS ON GAAP BASISExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,INVESTMENTS.LIST 74 _ 12TYLERR@RRLLP.COM - 10/31/17 11:44 AM WORKSHEET SCHEDULE F - STATEMENT OF ACT$89,558,000
EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUMINVESTMENTS.LIST 75 _ 4TYLERR@RRLLP.COM - 10/31/17 11:53 AM WORKSHEET SCHEDULE F - STATEMENT OF ACTI$19,278,000
NORTH AMERICAINCESTMENTS$895,000
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$109,731,000SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$109,731,000TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
THE NATURE CONSERVANCY
4245 N FAIRFAX DRIVEARLINGTONVA22203530242652501C3$2,906,584GRANTS TO PROTECT THE ENVIRONMENT
THE WORLD WILDLIFE FOUNDATION
1250 24TH ST NWWASHINGTONDC20037521693387501C3$2,715,796GRANTS TO PROTECT THE ENVIRONMENT
POPULATION MEDIA CENTER
30 KIMBALL AVE SUITE 302SOUTH BURLINGTONVT05403030358029501C3$414,754GRANTS TO PROTECT THE ENVIRONMENT
RARE
1310 N COURTHOUSE RD SUITE 110ARLINGTONVA22201237380563501C3$5,837,194GRANTS TO PROTECT THE ENVIRONMENT
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonJEREMY HANNELORE GRANTHAM HUSBANPersonNm
FieldValueIRS element (for citing)
TransactionJEREMY IS GRANTOR OF TRUST AND OWNS AN INTEREST IN GRANTHAM, MAYO, VAN OTTERLOO, LLC (GMO). GMO IS THE COMPANY THAT MANAGES CERTAIN INVESTMENTS WHICH THE TRUST INVESTS IN.TransactionDesc
Sharing Of RevenuesYes (1)SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$7,325,940NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHERE WERE TWO STOCK CONTRIBUTIONS THAT WERE MADE DURING THE 2016 YEAR: 261,856.68 SHARES OF GMO CLIMATE CHANGE FUND- FAIR MARKET VALUE OF 6,302,890.29 7,000.00 SHARES OF PNC FINL SVCS GP- FAIR MARKET VALUE OF 1,023,050.00ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2TWO TRUSTEES, R. JEREMY GRANTHAM AND HANNELORE GRANTHAM ARE MARRIED.
FORM 990, PART VI, SECTION A, LINE 8BTHE FOUNDATION DOES NOT HAVE ANY COMMITEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTRUSTEE JEREMY GRANTHAM RECEIVES THE 990, HE REVIEWS THE INFORMATION.
FORM 990, PART VI, SECTION B, LINE 12CAN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE TRUSTEES MEETING, BUT AFTER SUCH PRESENTATION,HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE TRUSTEES APPOINT A DISINTERESTED PERSON TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION. AFTER EXCERISING DUE DILIGENCE, THE TRUSTEES SHALL DETERMINE WHETHER THE TRUST CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE TRUSTEES SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES WHETHER THE TRANSACTION IS IN THE TRUST'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE.
FORM 990, PART VI, SECTION B, LINE 15THE TRUST DOES NOT PAY ANY COMPENSATION
FORM 990, PART VI, SECTION C, LINE 19UPON REQUEST
FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETCCARTER ROBERTS - 1250 24TH ST. NW, WASHINGTON, DC 20037. BRETT JANKS - 1310 NORTH COURTHOUSE ROAD, SUITE 110, ARLINGTON, VA 22201. WAYNE KLOCKNER - 4245 NORTH FAIRFAX DRIVE, SUITE 100, ARLINGTON, VA 22203.
FORM 990, PART XI, LINE 9:LONG TERM CAPITAL GAIN ON KING STREET GAAP BASIS NOT TAX 42,529. LONG TERM CAPITAL GAIN ON HIGHFIELD GAAP BASIS NOT TAX 51,740. LONG TERM CAPITAL GAIN ON NORTH HAVEN GAAP BASIS NOT TAX 546,489. LONG TERM CAPITAL GAIN ON ABRAMS GAAP BASIS NOT TAX 3,388,573. LONG TERM CAPITAL GAIN ON ENCAP FLATROCK GAAP BASIS NOT TAX 2,809,545. LONG TERM CAPITAL LOSS FOR COOPER RIVER GAAP TO TAX -1,500,599.
FORM 990, PART XII, LINE 2C:PROCESS IS CONSISTENT WITH PRIOR YEARS.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1NEGLECTED CLIMATE OPPORTUNITIES LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 ROWES WHARFAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
EIN824412038EIN
Primary ActivitiesADVANCING THE MISSION OF THE JEREMY AND HANNELORE GRANTHAM ENVIRONMENTAL TR.PrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$7,028,002EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1THE JEREMY AND HANNELORE GRANTHAM ENVIRONMENTAL TRUSTBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
RARE
1310 N COURTHOUSE ROAD SUITE 110ARLINGTONVA22201237380563ENVIRONMENTAL PROTECTIONVA501(C)(3)LINE 7N/A0
WORLD WILDLIFE FUND INC
1250 24TH ST NWWASHINGTONDC20037521693387CONSERVATION OF NATUREDC501(C)(3)LINE 7N/A0
THE NATURE CONSERVANCY
4245 N FAIRFAX DRIVE SUITE 100ARLINGTONVA22203530242652NATURE PRESERVATIONVA501(C)(3)LINE 7N/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd