2025-11-14T10:54:42-06:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 842976347 Earth Rising Foundation % Foundation Source EART 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Amy Boscov President 8008391754 2025-11-11 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 1814484 X 895999 3432 3432 34818 34818 69993 2455510 647317 1004242 685567 0 24450 7053 17397 3836 936 13278 684 12594 41564 8673 29991 1394965 1394965 1436529 8673 1424956 -432287 676894 0 304362 289128 289128 98115 80902 77731 1296367 1132223 1192606 479558 269895 255019 2178402 1772148 1814484 0 0 X 2178402 1772148 2178402 1772148 2178402 1772148 2178402 -432287 26033 1772148 1772148 Publicly-traded Securities 2455510 1808193 647317 647317 9409 9409 9409 2300 0 7700 10000 X 0 591 591 false false false false false false true true true DE true false true false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Amy Boscov Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Julia Boscov Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Treas 1.0 0 0 0 Daniel Boscov-Ellen Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Lisa Boscov-Ellen Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Polly Cancro Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Heather Lakin Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec 1.0 0 0 0 1588919 179934 0 1768853 0 1768853 26533 1742320 87116 87116 9409 9409 77707 26033 103740 103740 1424956 0 0 0 0 1424956 103740 64234 184398 727732 736251 1712615 1424956 103740 1321216 3033831 0 3033831 64234 184398 727732 736251 1321216 Amy Boscov Daniel Boscov-Ellen Julia Boscov Lisa Boscov-Ellen X 350VERMONT 239 S UNION ST BURLINGTON VT 05401 N/A PC General & Unrestricted 5000 4MYCITY INC 333 BURNSIDE AVE TANEYTOWN MD 21787 N/A PC General & Unrestricted 20000 ACRES4CHANGE 3737 STONE BARN DR FREDERICK MD 21704 N/A PC General & Unrestricted 20000 ALLIANCE FOR GLOBAL JUSTICE 225 E 26TH ST STE 1 TUCSON AZ 85713 N/A PC General and Unrestricted for the Indigenous Alliance Without Borders Project 12000 AMERICAN INDIAN COMMUNITY HOUSE INC 275 MADISON AVE STE 2014 NEW YORK NY 10016 N/A PC General & Unrestricted 15000 ANDES-AMAZON CONSERVANCY PO BOX 317 MONTAGUE MA 01351 N/A PC General & Unrestricted 10000 ARCTIC CYCLE 64 BLEECKER ST 304 NEW YORK NY 10012 N/A PC Arts and Climate Initiative's Climate Change Theatre Action 10000 ARTE Y MANA INC COND EL MONTE SUR APT 506 SAN JUAN PR 00918 N/A PC General & Unrestricted 5000 BACKBONE CAMPAIGN PO BOX 278 VASHON WA 98070 N/A PC General & Unrestricted 5000 BLACKFEET ECO KNOWLEDGE INC PO BOX 377 BROWNING MT 59417 N/A PC General & Unrestricted 10000 BOULDER FOOD RESCUE PO BOX 284 BOULDER CO 80306 N/A PC General & Unrestricted 15000 CARE ABOUT CLIMATE INC 4865 E PEBBLE BEACH DR FLAGSTAFF AZ 86004 N/A PC General & Unrestricted 20000 CENTER FOR REGENERATIVE ECOLOGICAL EDUCATION & ENT 40 CHERRY LN CANAAN NY 12029 N/A PC General & Unrestricted 8000 CENTER FOR RENEWABLE ENERGY AND APPROPRIATE TECHNO 132 E BROADWAY STE 416 EUGENE OR 97401 N/A PC General & Unrestricted 20000 CENTER FOR THIRD WORLD ORGANIZING 1714 FRANKLIN ST STE 100 PMB 245 OAKLAND CA 94612 N/A PC Dissenters fund 20000 CENTRE FOR LIVELIHOODS AND SUPPORT TO SUSTAINABLE 28493 FRANKLIN RD APT 324 SOUTHFIELD MI 48034 N/A PC General & Unrestricted 18000 CHAPEL & YORK US FOUNDATION INC 1350 AVE OF THE AMERICAS FL 2 ST NEW YORK NY 10019 N/A PC Letters to the Earth 20000 CHESAPEAKE CLIMATE ACTION NETWORK 6930 CARROLL AVE STE 720 TAKOMA PARK MD 20912 N/A PC General & Unrestricted 30000 CIELO 555 S ST APT 1105 HONOLULU HI 96813 N/A PC Mesoamerican Permaculture Institute (IMAP) 20000 CITIZENS CLIMATE EDUCATION CORP 1330 ORANGE AVE STE 309 CORONADO CA 92118 N/A PC General & Unrestricted 5000 CITY HEIGHTS COMMUNITY DEVELOPMENT CORPORATION 4001 EL CAJON BLVD SAN DIEGO CA 92105 N/A PC General & Unrestricted 6000 CLIMATE GENERATION 2801 21ST AVE S STE 110 MINNEAPOLIS MN 55407 N/A PC General & Unrestricted 12000 CLIMATE JUSTICE ALLIANCE 1370 SAINT ANDREWS PLACE STE C14 LOS ANGELES CA 90028 N/A PC General & Unrestricted 5000 CLIMATE MOBILIZATION PROJECT INC 228 PARK AVE S PMB 87816 NEW YORK NY 10003 N/A PC General & Unrestricted 20000 COMMUNITY & LIFE SERVICES INC PO BOX 234 PEL RAPIDS MN 56572 N/A PC to support Mezclada LLC 11000 COMUNIDADES ORGANIZANDO EL PODER Y LA ACCION LATIN 3702 EAST LAKE ST MINNEAPOLIS MN 55406 N/A PC General & Unrestricted 20000 COOPERATION JACKSON OF MISSISSIPPI PO BOX 1932 JACKSON MS 39215 N/A PC General & Unrestricted 5000 COUP COUNCIL 103A NEW YORK ST RAPID CITY SD 57701 N/A PC General & Unrestricted 10000 CRUSHING COLONIALISM 600 PENNSYLVANIA AVE SE STE 15581 WASHINGTON DC 20003 N/A PC General & Unrestricted 20000 DETROITERS WORKING FOR ENVIRONMENTAL JUSTICE 4750 WOODWARD AVE STE 414 DETROIT MI 48201 N/A PC General & Unrestricted 5000 DREAM OF WILD HEALTH 1508 E FRANKLIN AVE MINNEAPOLIS MN 55404 N/A PC General & Unrestricted 10000 EARTH CHARTER INDIANA 1100 W 42ND ST STE 220D INDIANAPOLIS IN 46208 N/A PC General & Unrestricted 20000 EARTH GUARDIANS INC PO BOX 1561 LAUREL MD 20725 N/A PC General & Unrestricted 20000 EARTH HACKS FOUNDATION 2093 PHILADELPHIA PIKE NUMBER 5813 CLAYMONT DE 19703 N/A PC General & Unrestricted 20000 EARTH LAW CENTER 530 MAIN AVE STE F DURANGO CO 81301 N/A PC General & Unrestricted 18000 ECOLOGISTICS INC 633 RAMONA AVE SPC 103 LOS OSOS CA 93402 N/A PC Climate Film Festival 15900 FAITH IN PLACE 5416 S CORNELL AVE 4TH FLOOR CHICAGO IL 60615 N/A PC General & Unrestricted 10000 FINDLEY FOUNDATION INC 6114 W CAPITOL DRIVE STE 101 MILWAUKEE WI 53216 N/A PC Lake Region Renewable Energy Project (LARREP) 19769 FLORIDA FOOD POLICY COUNCIL 4604 49TH ST N SUITE 1079 ST ST PETERSBERG FL 33709 N/A PC to support Storm Squad Inc. 3000 FRIENDS OF AMARUN PAKCHA 4514 CLEECES FERRY RD NASHVILLE TN 37218 N/A PC General & Unrestricted 20000 GIRL PLUS ENVIRONMENT CORPORATION 2950 TEJAS TRL SW ATLANTA GA 30331 N/A PC General & Unrestricted 15000 GLOBAL ALLIANCE FOR INCINERATOR ALTERNATIVES 1958 UNIVERSITY AVE BERKELEY CA 94704 N/A PC General & Unrestricted 13000 GOOD WORK INSTITUTE INC 65 SAINT JAMES ST KINGSTON NY 12401 N/A PC Alliance for a Viable Future 10000 GREEN AMERICA 1612 K ST NW SUITE 1000 WASHINGTON DC 20006 N/A PC General & Unrestricted 40000 GREEN MAMA COMPOST INC 524 EASTBROOK DR CHARLOTTESVLE VA 22901 N/A PC General & Unrestricted 18600 GRIST MAGAZINE INC PO BOX 12710 SEATTLE WA 98111 N/A PC General & Unrestricted 20000 GROUNDSWELL INTERNATIONAL INC 2101 L ST NW STE 300 WASHINGTON DC 20037 N/A PC General & Unrestricted 5000 GROW FOOD NORTHAMPTON INC 221 PINE ST STE 349 FLORENCE MA 01062 N/A PC General & Unrestricted 8000 GUATEMALA VILLAGE HEALTH 600 1ST AVE STE 112 SEATTLE WA 98104 N/A PC General & Unrestricted 7500 HACK FOUNDATION 8605 SANTA MONICA BLVD PMB 86294 W HOLLYWOOD CA 90069 N/A PC General & Unrestricted 10000 HASER INC PO BOX 368035 SAN JUAN PR 00936 N/A PC Trama Tres Vidas 20000 HITCHCOCK CENTER FOR THE ENVIRONMENT INC 845 W ST AMHERST MA 01002 N/A PC Climate Stories Project 12500 HONOR THE EARTH PO BOX 1531 LAME DEER MT 59043 N/A PC General & Unrestricted 5000 HUMAN IMPACTS INSTITUTE INC 312 S 3RD ST APT 7 BROOKLYN NY 11211 N/A PC General & Unrestricted 5000 IDEAS FOR US 1030 W KALEY AVE ORLANDO FL 32805 N/A PC Tanzania Youth Enviromental Network 19800 INDIGENOUS VALUES INITIATIVE 100 LUAN CIR JAMESVILLE NY 13078 N/A PC American Indian Law Alliance 15000 INTERNATIONAL CENTER FOR ADVOCATES AGAINST DISCRIM 18 LEROY PL CHAPPAQUA NY 10514 N/A PC General & Unrestricted 19950 JENGA JUMUIA - BUILDING COMMUNITY THROUGH SCHOOL B 945 MCKINNEY STE 494 HOUSTON TX 77002 N/A PC Centre for Community Development and Environmental Restoration (CENCUDER) 20000 JONES GARDENS 800 W BEVERLEY ST STAUNTON VA 24401 N/A PC General & Unrestricted 15000 KEEP GROWING DETROIT 1445 ADELAIDE ST DETROIT MI 48207 N/A PC Detroit Black Farmers Land Fund 17000 KIDS FOR PEACE INC PO BOX 1836 JULIAN CA 92036 N/A PC Rural Development Centre 20000 LA TIERRA DEL JAGUAR 2114 W GRANT RD PMB 151 TUCSON AZ 85745 N/A PC General & Unrestricted 20000 LITTLE VILLAGE ENVIRONMENTAL JUSTICE ORGANIZATION 2501 S WHIPPLE ST CHICAGO IL 60623 N/A PC General & Unrestricted 20000 LOWER PHALEN CREEK PROJECT 332 MINNESOTA ST STE W1520 SAINT PAUL MN 55101 N/A PC General & Unrestricted 5000 MILPA 339 MELODY LN SALINAS CA 93901 N/A PC General & Unrestricted 3000 MN350 4407 E LAKE ST MINNEAPOLIS MN 55406 N/A PC MN350's Native-led MMIR campaign 5000 MOCKINGBIRD INCUBATOR 5528 E ECHO ST LOS ANGELES CA 90042 N/A PC Climate Mental Health Network 11000 MOVEMENT STRATEGY CENTER 1625 CLAY ST 6TH FL OAKLAND CA 94612 N/A PC New Moon Collaborations 20000 MOVEMENT STRATEGY CENTER 1625 CLAY ST 6TH FL OAKLAND CA 94612 N/A PC Return to the Heart 10000 MULTIPLIER 2261 MARKET ST STE 86505 SAN FRANCISCO CA 94114 N/A PC All We Can Save Project 20000 MUNSTERPRENEUR INITIATIVE 290 SPRINGFIELD AVE UNIT 3131 NEWARK NJ 07103 N/A PC Newark Water Coalition 20000 MYCELIUM YOUTH NETWORK 2744 E 11TH ST STE C1 OAKLAND CA 94601 N/A PC General & Unrestricted 20000 NEW YORK COMMUNITIES ORGANIZING FUND INC 470 VANDERBILT AVE 9TH FL BROOKLYN NY 11238 N/A PC Climate Organizing Hub 15000 NORTHWESTERN UNIVERSITY 1201 DAVIS ST 3RD FL EVANSTON IL 60208 N/A PC General & Unrestricted 10000 OMPRAKASH INC 7511 GREENWOOD AVE N 4161 SEATTLE WA 98103 N/A PC Terra Relief's Project "Geospatial Insights for Community-Driven Mangrove Conservation and Climate Resilience 17000 OMPRAKASH INC 7511 GREENWOOD AVE N 4161 SEATTLE WA 98103 N/A PC Regenerative Agriculture Hub 10000 OMPRAKASH INC 7511 GREENWOOD AVE N 4161 SEATTLE WA 98103 N/A PC Meg Wah (My Earth) and VoNat 38566 OUR ZERO WASTE FUTURE INCORPORATED 218 E PRESTON ST APT 3A BALTIMORE MD 21202 N/A PC General & Unrestricted 15000 POLLINATION PROJECT FOUNDATION 102 COLLEGE STA DR STE 3 PMB 27 BREVARD NC 28712 N/A PC The Environment and Community Development Association (ECoDAs) 6000 RICH EARTH INSTITUTE 355 OLD FERRY RD BRATTLEBORO VT 05301 N/A PC Giving Hope Foundation 14000 ROCKY MOUNTAIN SUSTAINABLE LIVING ASSOCIATION PO BOX 1095 FORT COLLINS CO 80522 N/A PC General & Unrestricted 4800 ROOTS RISING INC 923 BARKER RD PITTSFIELD MA 01201 N/A PC General & Unrestricted 5000 SEED PROGRAMS INC 125 S LEXINGTON AVE STE 101 - 11 ASHEVILLE NC 28801 N/A PC General & Unrestricted 20000 SOCIAL GOOD FUND INC PO BOX 5473 RICHMOND CA 94805 N/A PC The Climate Music Project, The Raine Stern Project 7000 SOUTHWEST DETROIT ENVIRONMENTAL VISION PROJECT PO BOX 442012 DETROIT MI 48244 N/A PC Thechihila Collective 18536 SUNRISE MOVEMENT EDUCATION FUND 712 H ST NE UNIT 626 WASHINGTON DC 20002 N/A PC General & Unrestricted 2000 THE SEVENTH GENERATION FUND FOR INDIGENOUS PEOPLES PO BOX 5248 EUREKA CA 95502 N/A PC Indigenous Climate Action 5000 THE SEVENTH GENERATION FUND FOR INDIGENOUS PEOPLES PO BOX 5248 EUREKA CA 95502 N/A PC Ho'opae Pono Peace Project 2000 THE SEVENTH GENERATION FUND FOR INDIGENOUS PEOPLES PO BOX 5248 EUREKA CA 95502 N/A PC Mauna Kea Education and Awareness 2000 TIDES CENTER PO BOX 889385 LOS ANGELES CA 90088 N/A PC For The Many support 18050 TREES WATER AND PEOPLE 633 REMINGTON ST FORT COLLINS CO 80524 N/A PC General & Unrestricted 20000 TRIBAL ECO RESTORATION ALLIANCE PO BOX 1058 UPPER LAKE CA 95485 N/A PC General & Unrestricted 20000 TRIBAL TRUST FOUNDATION INC 1801 S FLAGLER DR APT 707 WEST PALM BCH FL 33401 N/A PC to support SURUDEV 6500 VICTORY FOUNDATION FOR COMMUNITY DEVELOPMENT AND E 3974 N STORY RD APT 911 B IRVING TX 75038 N/A PC Living Force Inc 19000 VIRGINIA ORGANIZING INC 703 CONCORD AVE CHARLOTTESVILLE VA 22903 N/A PC Rhizome fund 20000 WASHINGTON FAIR TRADE COALITION EDUCATION FUND 1322 S BAYVIEW ST STE 300 SEATTLE WA 98144 N/A PC General & Unrestricted 2000 WAYNE STATE UNIVERSITY 5700 CASS AVE STE 1200 DETROIT MI 48202 N/A PC General & Unrestricted 9000 WISDOM OF THE ELDERS INCORPORATED 3917 NE SHAVER ST PORTLAND OR 97212 N/A PC General & Unrestricted 10000 WOMENS EARTH AND CLIMATE ACTION NETWORK 775 E BLITHEDALE AVE 384 MILL VALLEY CA 94941 N/A PC General & Unrestricted 10000 WORLDWIDE OPPORTUNITIES ON ORGANIC FARMS - USA PO BOX 3744 SN LUIS OBISP CA 93403 N/A PC General & Unrestricted 20000 YANA YOU ARE NOT ALONE USA INC 131 PINE CREST LN UNIT 109 AYLETT VA 23009 N/A PC General & Unrestricted 19494 1394965 14 3432 14 34818 18 69993 108243 108243 false false false false false false false false false false X X 1 Aichenbaum Josh 2279 Glendale Blvd Apt 6 Los Angeles CA 90039 7500 X 2 B-L Equity Investments T LP c/o Todd Taylor 765 Woodleave Rd Bryn Mawr PA 19010 78989 X 3 Boscov Amy 10 Timothys Green Ct Pikesville MD 21208 199891 X 4 Boscov Julia 10 Timothys Green Ct Pikesville MD 21208 99948 X 5 Boscov Shirley K 2110 Inverness Court Wyomissing PA 19610 100000 X 6 Boscov-Ellen Daniel 10 Timothys Green Ct Pikesville MD 21208 9986 X 7 Boscov-Ellen Lisa 10 Timothys Green Ct Pikesville MD 21208 99948 X 8 Holzman Joan 4 Pinnacle Lane Sherburne MA 01370 74667 X 9 Lakin Peter 610 Glenmary Rd Wayne PA 19087 25161 X 10 Rema Boscov Susan 44 Amherst Road Leverett MA 01054 197759 X 2 HORIZON ESG DEFENSIVE CORE FUND CL I HESGX, 1658 sh. 74477 2024-12-20 2 MORGAN STANLEY INST GLOBAL OPP I MGGIX, 126 sh. 4512 2024-12-24 3 ADOBE SYSTEMS, INC ADBE, 115.12 sh. 51008 2024-12-30 3 ASML HOLDING NV NY REG SHS ASML, 73.17 sh. 51120 2024-12-30 3 AUTODESK, INC ADSK, 16.1 sh. 4755 2024-12-30 3 MASTERCARD INC MA, 65.85 sh. 34568 2024-12-30 3 MSCI INC MSCI, 41.47 sh. 24827 2024-12-30 3 PALO ALTO NETWORKS INC PANW, 182.93 sh. 33614 2024-12-30 4 ADOBE SYSTEMS, INC ADBE, 57.56 sh. 25504 2024-12-30 4 ASML HOLDING NV NY REG SHS ASML, 36.59 sh. 25563 2024-12-30 4 AUTODESK, INC ADSK, 8.05 sh. 2377 2024-12-30 4 MASTERCARD INC MA, 32.93 sh. 17287 2024-12-30 4 MSCI INC MSCI, 20.73 sh. 12410 2024-12-30 4 PALO ALTO NETWORKS INC PANW, 91.46 sh. 16806 2024-12-30 6 ADOBE SYSTEMS, INC ADBE, 5.76 sh. 2552 2024-12-30 6 ASML HOLDING NV NY REG SHS ASML, 3.65 sh. 2550 2024-12-30 6 AUTODESK, INC ADSK, 0.8 sh. 236 2024-12-30 6 MASTERCARD INC MA, 3.29 sh. 1727 2024-12-30 6 MSCI INC MSCI, 2.07 sh. 1239 2024-12-30 6 PALO ALTO NETWORKS INC PANW, 9.15 sh. 1681 2024-12-30 7 ADOBE SYSTEMS, INC ADBE, 57.56 sh. 25504 2024-12-30 7 ASML HOLDING NV NY REG SHS ASML, 36.59 sh. 25563 2024-12-30 7 AUTODESK, INC ADSK, 8.05 sh. 2377 2024-12-30 7 MASTERCARD INC MA, 32.93 sh. 17287 2024-12-30 7 MSCI INC MSCI, 20.73 sh. 12410 2024-12-30 7 PALO ALTO NETWORKS INC PANW, 91.46 sh. 16806 2024-12-30 8 VANECK ENVIRONMENTAL SERVICES ETF EVX, 430 sh. 74667 2024-12-24 9 NVIDIA CORP NVDA, 183 sh. 25161 2024-12-30 10 WASTE MANAGEMENT INC WM, 96 sh. 17263 2024-01-03 10 CALVERT GLOBAL WATER CFWIX, 2862 sh. 78734 2024-01-03 10 ABB LTD ABBNY, 16 sh. 677 2024-01-03 10 HORIZON ESG DEFENSIVE CORE FUND CL I HESGX, 2172 sh. 101085 2024-12-06 AFLAC INC - 1.125% - 02/15/202 36989 38357 AVALONBAY CMNTYS - 2.050% - 01 32773 33124 AVANGRID INC - 3.200% - 04/15/ 41146 39797 BLUEHUB LN FD 1/1/27 2.89% - 2 25005 22035 BOSTON PPTYS LTD - 4.500% - 12 44402 38930 LOCAL INITIATIVES SUPPORT CORP 25005 19599 NXP BV - 5.000% - 01/15/2033 38925 38933 STARBUCKS CORP - 2.450% - 06/1 25650 24244 ADOBE SYSTEMS, INC 123321 120065 ALCON INC 11144 12054 AMERICAN TOWER REIT INC 15223 13389 AMERICAN WATER WORKS COMPANY I 10032 9586 ASML HOLDING NV NY REG SHS 119788 118518 ASTRAZENECA 16647 15987 AUTODESK, INC 19333 21281 BALL CP 7093 6891 BOSTON COMMON ESG IMPACT 35704 38199 BRIGHT HORIZONS FAMILY SOLUTIO 9592 10752 CHIPOTLE MEX GRILL 12148 12120 EAST WEST BANCORP, INC 5929 7852 EATON CORP PLC 8674 11284 ECOLAB INC 9907 11482 FIRST SOLAR INC 8345 8460 HANNON ARMSTRONG SUST INFRAST 6608 6439 ISHARES BARCLAYS AGENCY BOND 72238 72225 KBC GROUP SA UNSP ADR 4663 5400 LINDE PLC COM 10656 10885 LULULEMON ATHLETICA INC 6752 8413 MASTERCARD INC 91033 95309 MCCORMICK & CO 11633 12885 MERCADOLIBRE, INC 8555 8502 MICROSOFT CORP 36655 39621 MSCI INC 61919 63001 NEXTRACKER INC 6700 5772 NIKE INC-CL B 12265 9988 NVIDIA CORP 50713 63653 ORMAT TECHNOLOGIES 6980 6366 PALO ALTO NETWORKS INC 86224 88978 PAX WORLD INTERNATIONAL FD INS 73828 74963 PNC FINANCIAL GROUP INC 9718 11185 PROLOGIS 11368 9407 ROCHE HOLDING AG GENUSSCHEIN ( 5145 4166 ROCHE HOLDING LTD ADR 14570 13812 SERVICE NOW 15134 24383 SHOPIFY INC 10283 17651 SIEMENS AG 8382 8991 STARBUCKS CORP COM 8546 8395 TAIWAN SEMICONDUCTOR MFG CO LT 7615 12442 THERMO FISHER SCIENTIFIC INC 13376 13006 TRAVELERS COMPANIES INC 12056 14453 UNILEVER PLC AMER 16544 18541 UNION PACIFIC 10965 10262 VERISK ANALYTICS, INC 13214 15149 VITAL SIGNS INC. 1563 4560 WESTINGHOUSE AIR BRAKE TECHNOL 6106 8342 XYLEM INC 7336 7541 80902 77731 As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,394,965. This amount represents 25% or more of the Foundation's net assets of $2,179,566 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 12281 12281 Bank Charges 684 684 Computers/Electronic Devices 288 288 State or Local Filing Fees 25 25 RETURNED GRANTS 26033 Administration of Foundation 10233 10233 Investment Management Services 7053 7053 Philanthropic Consulting Srvcs 7164 7164 We respectfully request that Earth Rising Foundation's quarterly estimated taxes for taxable year ending December 31, 2024 be treated as timely and request that the $10 penalty indicated on Form 2220 be abated because the underpayment in Q1 and Q2 was due to reasonable cause. Treasury Regulations Sec 301.6651-1(c)(1) defines reasonable by asking whether the taxpayer exercised ordinary business care and prudence. The Foundation exercised care and prudence in seeking a reputable firm knowledgeable about exempt organizations to calculate its quarterly estimates for tax period ending December 31, 2024. The firm was unable to reconcile the Foundation's accounts fully in order to calculate the necessary estimated tax payment for Q1 and Q2 based on the annualization method. The underpayment was no fault of the foundation's and the firm is enhancing its procedures to improve its reconciliation process for future quarters. We believe that the underpayment was due to reasonable cause and in no way due to an intentional disregard for the rules, and respectfully request that no 2220 penalty be assessed. B-L Equity Investments T LP c/o Todd Taylor 765 Woodleave Rd Bryn Mawr PA 19010 990-PF Estimated Tax for 2024 2200 990-PF Extension for 2023 700 Foreign Tax Paid 936 936