Civic Intelligence

The Lemelson Foundation

EIN 88-0391959 • Portland, OR

2035 NW Front Avenue 501Portland, OR 97209
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

16th percentile

0.01x

Higher debt load relative to assets than 16% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

26th percentile

0.15x

Higher debt load relative to revenue than 26% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Net Margin

10th percentile

-20%

Higher net margin than 10% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Top Officer Pay

41st percentile

$495,960

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

$250M-$1B nonprofits • Source year 2024

Asset Growth

21st percentile

-0.5%

Faster asset growth than 21% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

355%

Faster revenue growth than 97% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2023 to 2024

Assets

Down

$414,428,200

Down $2,213,873 (-0.5%) from 2023

Liabilities

Up

$4,041,557

Up $170,388 (+4.4%) from 2023

Net Assets

Down

$410,386,643

Down $2,384,261 (-0.6%) from 2023

Revenue

Up

$27,191,988

Up $21,211,783 (+355%) from 2023

Expenses

Up

$32,502,127

Up $5,564,386 (+21%) from 2023

Net Income

Up

-$5,310,139

Up $15,647,397 (+75%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600M$400M$200M$0Assets 2011: $322,911,149Liabilities 2011: $3,512,0902011Assets 2012: $343,785,771Liabilities 2012: $3,012,1062012Assets 2013: $371,827,049Liabilities 2013: $4,798,1682013Assets 2014: $369,141,545Liabilities 2014: $3,653,6672014Assets 2015: $350,629,449Liabilities 2015: $2,869,3882015Assets 2018: $363,836,502Liabilities 2018: $1,971,440Net Assets 2018: $361,865,0622018Assets 2019: $405,508,342Liabilities 2019: $2,732,661Net Assets 2019: $402,775,6812019Assets 2020: $447,642,661Liabilities 2020: $3,518,612Net Assets 2020: $444,124,0492020Assets 2021: $488,510,181Liabilities 2021: $4,078,160Net Assets 2021: $484,432,0212021Assets 2022: $395,930,447Liabilities 2022: $3,166,469Net Assets 2022: $392,763,9782022Assets 2023: $416,642,073Liabilities 2023: $3,871,169Net Assets 2023: $412,770,9042023Assets 2024: $414,428,200Liabilities 2024: $4,041,557Net Assets 2024: $410,386,6432024

Highlighted filing

2024

Assets$414,428,200
Liabilities$4,041,557
Net Assets$410,386,643

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$20M$0-$20M-$40MRevenue 2011: $16,330,608Expenses 2011: $21,112,454Net Income 2011: -$4,781,8462011Revenue 2012: $13,957,641Expenses 2012: $17,858,132Net Income 2012: -$3,900,4912012Revenue 2013: $13,355,422Expenses 2013: $20,975,456Net Income 2013: -$7,620,0342013Revenue 2014: $21,896,998Expenses 2014: $20,484,285Net Income 2014: $1,412,7132014Revenue 2015: $22,838,243Expenses 2015: $22,494,829Net Income 2015: $343,4142015Revenue 2018: $31,212,382Expenses 2018: $25,619,078Net Income 2018: $5,593,3042018Revenue 2019: $28,252,686Expenses 2019: $24,108,572Net Income 2019: $4,144,1142019Revenue 2020: $33,827,688Expenses 2020: $24,831,124Net Income 2020: $8,996,5642020Revenue 2021: $33,726,014Expenses 2021: $22,452,510Net Income 2021: $11,273,5042021Revenue 2022: $7,159,811Expenses 2022: $22,384,534Net Income 2022: -$15,224,7232022Revenue 2023: $5,980,205Expenses 2023: $26,937,741Net Income 2023: -$20,957,5362023Revenue 2024: $27,191,988Expenses 2024: $32,502,127Net Income 2024: -$5,310,1392024

Highlighted filing

2024

Revenue$27,191,988
Expenses$32,502,127
Net Income-$5,310,139

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT SCHNEIDERExecutive Director, Asst. SecretaryFT$398,231$97,729$495,960
BRIAN DORANChief Fin Admin Officer, Asst. TreasFT$248,990$83,383$332,373
ERIC LEMELSONPres., Board Chair, Treas., Asst. Sec.PT$0--
ROBERT LEMELSONVP, Secretary, Asst. Treas.PT$0--
SUSAN MORSEDirectorPT$0--
JENNIFER BRUMLDirectorPT$0--
ANN MORGANVice President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNATIONAL COLLEGIATE INVENTORS & INNOVATORS ALLIANCETO SUPPORT INVENTIVE MINDSETS AND SKILLSETS AMONG HIGHER EDUCATION STUDENTS AND TO FOSTER INSTITUTIONAL CONDITIONS THAT NURTURE SUCH STUDENTSPCHADLEY, MA, US$2,959,932
Paid GrantNATIONAL SCIENCE FOUNDATIONTO ENABLE INNOVATIVE COLLABORATIVE RESEARCH ON SUSTAINABILITY BY FOSTERING EFFORTS TO TRANSFORM ENGINEERING EDUCATION TO PREPARE GRADUATING ENGINEERS TO ADDRESS ENVIRONMENTAL AND SOCIAL SUSTAINABILITYGOVALEXANDRIA, VA, US$1,650,000
Paid GrantALLIANCE FOR TRIBAL CLEAN ENERGY INCTO SUPPORT PRE-DEVELOPMENT ACTIVITIES NECESSARY TO SUPPORT TRIBES SEEKING TO DEVELOP RENEWABLE ENERGY PROJECTS ON THEIR LANDSPCWASHINGTON, DC, US$1,250,000
Paid GrantMASSACHUSETTS INSTITUTE OF TECHNOLOGYTO (1) SUPPORT THE LEMELSON-MITS INVENTION EDUCATION WORK IN DEVELOPING THE NEXT GENERATION OF INVENTORS, WITH A FOCUS ON DIVERSITY, EQUITY, AND INCLUSION, AND (2) ADVANCE THE FIELD OF INVENTION EDUCATIONPCCAMBRIDGE, MA, US$1,150,000
Paid GrantROCKY MOUNTAIN INSTITUTETO SOURCE, SELECT, SUPPORT, AND SCALE PROMISING STARTUPS THROUGH RMIS THIRD DERIVATIVE AND CLIMATE-ALIGNED INDUSTRIES PROGRAMS FOCUSED ON DECARBONIZING THREE HEAVY INDUSTRIES: CEMENT AND CONCRETE, PETROCHEMICALS, AND STEELPCBOULDER, CO, US$1,000,000
Paid GrantROCKEFELLER PHILANTHROPY ADVISORS INCTO BE USED BY ROCKEFELLER PHILANTHROPY ADVISORS AS FISCAL SPONSOR FOR THE URBAN MOVEMENT INNOVATION FUNDPCNEW YORK, NY, US$750,000
Paid GrantWILLIAM MARSH RICE UNIVERSITYTO INCREASE CAPACITY AND PARTNERSHIPS IN KENYAN HIGHER EDUCATION INSTITUTIONS TO STRENGTHEN KENYA'S INNOVATION SYSTEMPCHOUSTON, TX, US$600,000
Paid GrantCLIMATE BREAKTHROUGH INCFOR GENERAL OPERATING SUPPORTPCBERKELEY, CA, US$500,000
Paid GrantKENYA IMPACT INNOVATIONS FOUNDATIONTO SUPPORT BUSINESS INCUBATION ACTIVITIES, DEVELOP A PIPELINE OF INVENTION-BASED ENTERPRISES, AND STRENGTHEN AN INCLUSIVE INNOVATION ECOSYSTEM THAT WILL INCREASE ACCESS TO QUALITY HEALTHCARE AND OTHER BIOTECH INNOVATIONS IN EAST AFRICANCNAIROBI, NAIROBI, KE$500,000
Paid GrantOIL CHANGE INTERNATIONALFOR GENERAL OPERATING SUPPORTPCWASHINGTON, DC, US$500,000
Paid GrantROCKEFELLER FAMILY FUND INCTO SUPPORT INDUSTRY ACCOUNTABILITY FOR CLEANUP AND DECOMMISSIONING OF METHANE-LEAKING INFRASTRUCTUREPCNEW YORK, NY, US$500,000
Paid GrantSEEDING JUSTICETO BE USED FOR BRIDGE FUNDING TO SUPPORT THE ESTABLISHMENT OF THE OREGON COMMUNITY CLIMATE INVESTMENTS FUNDPCPORTLAND, OR, US$500,000
Paid GrantSUSTAINABLE ENERGY FOR ALL VEREIN FUR NACHHALTIGE ENERGIEFOR GENERAL OPERATING SUPPORTPC - EQUIVALENCY DETWIEN, AU$500,000
Paid GrantCLEARPATH INCTO CONTINUE SUPPORT OF THE CLEAN INDUSTRIAL TECHNOLOGY CAMPAIGN TO ACCELERATE THE DECARBONIZATION OF DOMESTIC INDUSTRIAL SECTORSPCWASHINGTON, DC, US$400,000
Paid GrantSELCO FOUNDATIONTO SUPPORT A CLIMATE-FOCUSED, INCLUSIVE TECHNOLOGY INNOVATION AND INCUBATION PROGRAM AND KNOWLEDGE CENTERPC - EQUIVALENCY DETBANGALORE, KARNATAKA, IN$395,740
Paid GrantVILLGRO INNOVATIONS FOUNDATIONTO SUPPORT THE INCUBATION AND LAUNCH OF HIGH-IMPACT, HIGHLY SCALABLE, INVENTION-BASED ENTERPRISES IN INDIA THAT IMPROVE LIVES OF THE POOR AS WELL ADDRESS SYSTEMIC BARRIERS THESE IBES FACE IN PREPARING TO SCALE, AND TO STRENGTHEN THE RESILIENCE OF INVENTION ECOSYSTEM IN INDIAPC - EQUIVALENCY DETCHENNAI, TAMIL NADU, IN$375,594
Paid GrantWINDWARD FUNDTO SCALE UP COST-EFFECTIVE SOLUTIONS IN METHANE MITIGATIONPCWASHINGTON, DC, US$360,000
Paid GrantACTION FOR THE CLIMATE EMERGENCY INCFOR GENERAL OPERATING SUPPORTPCCHARLESTOWN, MA, US$350,000
Paid GrantPORTLAND STATE UNIVERSITY FOUNDATIONTO SUPPORT THE INVENT OREGON PROGRAM ACTIVITIES AND TO IMPLEMENT STATEWIDE COLLEGIATE INVENTION AND PROTOTYPING COMPETITION IN OREGONPCPORTLAND, OR, US$334,045
Paid GrantENVIRONMENTAL DEFENSE FUND INCORPORATEDTO SUPPORT METHANESAT, AN ORBITAL EYE IN THE SKY THAT COULD MONITOR INDUSTRIAL METHANE LEAKS ALL OVER THE PLANETPCNEW YORK, NY, US$300,000
Paid GrantNEW VENTURE FUNDTO SUPPORT THE CATALYTIC CAPITAL COMMUNITY TO STRENGTHEN DISADVANTAGED COMMUNITIES, EXPAND ECONOMIC OPPORTUNITY, AND SUPPORT INNOVATION THAT ADVANCES THE WELL-BEING OF PEOPLE AND THE PLANET IN THE UNITED STATES AND IN LOW- AND MIDDLE-INCOME COUNTRIESPCWASHINGTON, DC, US$300,000
Paid GrantCLEAN AIR TASK FORCE INCTO SUPPORT CIVIL SOCIETY ORGANIZATIONS IN AFRICA WORKING TO ADDRESS METHANE EMISSIONSPCBOSTON, MA, US$250,000
Paid GrantNATIONAL PUBLIC RADIO INCFOR GENERAL OPERATING SUPPORTPCWASHINGTON, DC, US$250,000
Paid GrantSOCIETY FOR SCIENCE AND THE PUBLICTO SUPPORT A MULTI-POINT ENGAGEMENT STRATEGY WITH MIDDLE SCHOOL STUDENTS TO INSPIRE AND EDUCATE THEM THROUGH SCIENCE FAIRS HELD ACROSS THE COUNTRYPCWASHINGTON, DC, US$225,000
Paid GrantTHE EDISON INSTITUTE INCTO SUPPORT THE INTEGRATION OF JUSTICE, EQUITY, DIVERSITY, AND INCLUSION IN THEIR INVENTION EDUCATION WORK, IN ADDITION TO SUSTAINING A NATIONAL NETWORK OF INVENTION CONVENTION AFFILIATE PROGRAMSPCDEARBORN, MI, US$205,907
Paid GrantTIE OREGON FOUNDATIONTO CONTINUE THE TIE YOUNG ENTREPRENEURS PROGRAM AND EXPAND TIE OREGON'S CAPACITY THROUGH THIRD-PARTY EVALUATORSPCPORTLAND, OR, US$203,177
Paid GrantAMERICAN SOCIETY FOR ENGINEERING EDUCATIONTO SUPPORT THE INTEGRATION OF ENGINEERING FOR ONE PLANET LEARNING OUTCOMES IN DIVERSE ENGINEERING COURSES AND PROGRAMS BY SUPPORTING FACULTY CURRICULAR DEVELOPMENT EFFORTSPCWASHINGTON, DC, US$192,206
Paid GrantTHE EDISON INSTITUTE INCTO INCREASE ACCESS TO AND INCLUSIVITY IN THE INVENTION CONVENTION WORLDWIDE PROGRAM, PARTICULARLY FOR YOUNG WOMEN, BLACK AMERICANS, LATINX, AND AMERICAN INDIAN COMMUNITIESPCDEARBORN, MI, US$180,463
Paid GrantPORTLAND STATE UNIVERSITY FOUNDATIONTO SUPPORT THE EVOLUTION AND GROWTH OF CURRENT PROGRAMMATIC OFFERINGS AND TO DEVELOP A NEW STRATEGIC APPROACH TO INTEGRATE INVENTION EDUCATION INTO THE SCHOOL DAYPCPORTLAND, OR, US$162,500
Paid GrantSMITHSONIAN INSTITUTETO SUPPORT THE LEMELSON CENTER FOR THE STUDY OF INVENTION AND INNOVATION WITH THE INSTALLATION OF A NEW EXHIBITION, CHANGE YOUR GAME, AND TO DEVELOP EDUCATION OUTREACH PROGRAMSPCWASHINGTON, DC, US$150,000
Paid GrantTHE ASPEN INSTITUTE INCTO SUPPORT THE ASPEN NETWORK FOR DEVELOPMENT ENTREPRENEURS (ANDE) TO BUILD CLIMATE CHANGE CAPACITY AND EXPERTISE SO ANDE CAN ADVOCATE FOR AND SUPPORT CLIMATE ENTREPRENEUR SUPPORT ORGANIZATIONS IN ADDRESSING CLIMATE CHANGEPCWASHINGTON, DC, US$150,000
Paid GrantREALIZE IMPACTTO SUPPORT THE DEVELOPMENT AND LAUNCH OF A PROGRAM DESIGNED TO SUPPORT AFRICAN AND FEMALE CLIMATE TECH INNOVATORSPCBAINBRIDGE ISLAND, WA, US$125,000
Paid GrantSTEM NEXT OPPORTUNITY FUNDTO SUPPORT THE PLACEMENT OF SENIOR POLICY FELLOWS IN FEDERAL GOVERNMENT AGENCIES TO ADVANCE STEM, INVENTION, AND EQUITY AT THE FEDERAL LEVELPCSAN DIEGO, CA, US$125,000
Paid GrantVILLANOVA UNIVERSITYTO (1) INCREASE ADOPTION OF THE ENGINEERING FOR ONE PLANET FRAMEWORK IN DIVERSE INSTITUTIONS, (2) DEVELOP MODELS FOR FACULTY TRAINING, AND (3) DEVELOP A FLEXIBLE MODEL FOR INSTITUTIONALIZATIONPCVILLANOVA, PA, US$125,000
Paid GrantEDITORIAL PROJECTS IN EDUCATION INCTO SUPPORT THE DEVELOPMENT AND DISSEMINATION OF NEW EDUCATION RESEARCH FOCUSED ON IDENTIFYING THE NEEDS OF DIVERSE STUDENTS IN STEM AND INVENTION EDUCATIONPCBETHESDA, MD, US$120,000
Paid GrantIMPACT INNOVATORS AND ENTREPRENEURS FOUNDATIONTO SUPPORT A GLOBAL NETWORK OF ENTREPRENEUR SUPPORT ORGANIZATIONS WITH INCREASED CAPACITY AND RESOURCES TO FOSTER INVENTION-BASED ENTERPRISES THAT ADDRESS THE SUSTAINABLE DEVELOPMENT GOALS AND ARE SELECTED FOR MENTORSHIPPCWILMINGTON, DE, US$115,000
Paid GrantAFRICAN VENTURE PHILANTHROPY ALLIANCETO SUPPORT THE MOBILIZATION OF INVESTMENT WITHIN SUB-SAHARAN AFRICAN COUNTRIES INTO ENTERPRISES OFFERING CLIMATE ADAPTATION SOLUTIONS FOR VULNERABLE POPULATIONSPC - EQUIVALENCY DETNAIROBI, KE$113,068
Paid GrantOREGON STATE UNIVERSITY FOUNDATIONTO PROVIDE INVENTION EDUCATION TO DIVERSE AND RURAL YOUTH IN GRADES K-12 THROUGHOUT OREGON AND RESEARCH AND TEST TEACHING APPROACHESPCCORVALLIS, OR, US$101,500
Paid GrantGREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INCTO EXPAND INVENTION EDUCATION PROGRAMMING ADOPTED DURING THE SCHOOL DAY BY BUILDING SUSTAINABLE PATHWAYS FOR TEACHERS SERVING UNDERREPRESENTED GROUPS AND TEACHING NON-STEM SUBJECTSPCARLINGTON, VA, US$100,044
Paid GrantGREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INCTO SUPPORT THE INTEGRATION OF DIVERSITY, EQUITY, AND INCLUSION WITHIN THE ASSOCIATIONS INVENTION EDUCATION WORKPCARLINGTON, VA, US$100,000
Paid GrantLIBRARY FOUNDATION OF LOS ANGELESTO SUPPORT THE "NO PRIOR ART" EXHIBITIONPCLOS ANGELES, CA, US$100,000
Paid GrantKENYA IMPACT INNOVATIONS FOUNDATIONTO PILOT THE CONCEPT OF LEAN START-UP VENTURE STUDIO IN KENYA THAT AIMS TO HELP ENTREPRENEURS TO IDEATE AND INVENT HEALTH SOLUTIONS TARGETED AT IMPROVING THE HEALTH OF LOW-INCOME AND UNDERSERVED POPULATIONSNCNAIROBI, NAIROBI, KE$99,520
Paid GrantKENYA NATIONAL INNOVATION AGENCYTO (1) BRING TOGETHER NONPROFIT INSTITUTIONS, EDUCATIONAL INSTITUTIONS, AND RESEARCH INSTITUTIONS IN KENYA THAT DO NOT HAVE TECH TRANSFER OFFICES TO PILOT THE CREATION OF A SHARED TECH TRANSFER OFFICE MODEL IN HOPES OF LEARNING WHETHER SUCH A MODEL WOULD BE AN EFFICIENT WAY FOR THESE INSTITUTIONS TO WORK TOGETHER AND SUPPORT INVENTION AND INNOVATION IN KENYA, AND (2) INCUBATE AND CREATE A PIPELINE OF INVENTIONS AND INNOVATIONS FOCUSED ON BIOECONOMY WITH AN EMPHASIS ON THOSE BUSINESSES WITH A SOCIETAL BENEFITGOVNAIROBI, KE$98,850
Paid GrantINSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS INCTO SUPPORT THE PRE-PILOT PHASE OF AN ENTREPRENEUR MENTORSHIP PILOT INITIATIVE IN INDIAPCNEW YORK, NY, US$98,613
Paid GrantTHE ASME FOUNDATION INCTO (1) SUPPORT THE ASME INNOVATION SHOWCASE (ISHOW) IN INDIA, KENYA, AND THE UNITED STATES, AND (2) PILOT MODELS FOR STRENGTHENING ECOSYSTEMS IN REGIONS WHERE ISHOW IS HELDPCNEW YORK, NY, US$96,000
Paid GrantKENNESAW STATE UNVERSITY RESEARCH AND SERVICE FOUNDATION INCTO INTEGRATE ENGINEERING FOR ONE PLANET LEARNING OUTCOMES IN DIVERSE ENGINEERING COURSES ACROSS MULTIPLE DEPARTMENTSPCKENNESAW, GA, US$94,845
Paid GrantREGENTS OF THE UNIVERSITY OF MICHIGANTO INTEGRATE ENGINEERING FOR ONE PLANET LEARNING OUTCOMES IN DIVERSE ENGINEERING COURSES AND PROGRAMSPCDEARBORN, MI, US$81,286
Paid GrantCOMMUNITY INITIATIVESTO CONTINUE TO DEVELOP A FORMALLY STRUCTURED NETWORK OF PHILANTHROPIC FUNDERS TO INSPIRE ENTREPRENEURSHIP, STRENGTHEN ENTREPRENEURS, AND SUPPORT 2024 - 2025 PROGRAMMING FOR MEMBERSPCOAKLAND, CA, US$75,000
Paid GrantTIDES CENTERTO PREPARE AND RETAIN EXCELLENT K-12 STEM TEACHERS SO THAT BLACK, LATINX, AND NATIVE STUDENTS CAN THRIVE IN STEMPCSAN FRANCISCO, CA, US$75,000
Paid GrantTHE UNIVERSITY OF TEXAS AT ARLINGTONTO SUPPORT UT ARLINGTON'S INTEGRATION OF ENGINEERING FOR ONE PLANET LEARNING OUTCOMES IN DIVERSE ENGINEERING COURSES AND PROGRAMSGOVARLINGTON, TX, US$66,978
Paid GrantSTEM NEXT OPPORTUNITY FUNDTO SUPPORT THE PLACEMENT OF DIVERSE SENIOR POLICY FELLOWS IN FEDERAL GOVERNMENT AGENCIES TO ADVANCE STEM, INVENTION, AND EQUITY AT THE FEDERAL LEVELPCSAN DIEGO, CA, US$62,500
Paid GrantART CENTER COLLEGE OF DESIGNTO FOSTER THE INTEGRATION OF ENGINEERING FOR ONE PLANET LEARNING OUTCOMES THROUGH THE MODIFICATION OF COURSES AT ARTCENTER AND THE INTRODUCTION OF COURSES AT PASADENA CITY COLLEGEPCPASADENA, CA, US$59,850
Paid GrantTRUSTEES OF INDIANA UNIVERSITYTO CONDUCT RESEARCH TO IDENTIFY THE CAPACITIES YOUTH NEED TO BE INVENTIVE PROBLEM-SOLVERSGOVBLOOMINGTON, IN, US$55,000
Paid GrantAMERICAN SOCIETY FOR ENGINEERING EDUCATIONTO FOSTER THE INTEGRATION OF ENGINEERING FOR ONE PLANET LEARNING OUTCOMES IN DIVERSE ENGINEERING COURSES AND PROGRAMS BY SUPPORTING FACULTY CURRICULAR DEVELOPMENT EFFORTSPCWASHINGTON, DC, US$50,000
Paid GrantBLACK INVENTORS HALL OF FAMETO CONVENE VISIONARY INDIVIDUALS OF COLOR TO HELP DEFINE THE EDUCATIONAL FOUNDATION OF STEM AND INVENTION EDUCATION PROGRAMS ACROSS THE STEM ECOSYSTEMPCWHARTON, NJ, US$50,000
Paid GrantNATURE CONSERVANCYTO SUPPORT THE CONNECTING CANOPIES PROJECT, WHICH AIMS TO CREATE A MORE INCLUSIVE, EQUITABLE, AND SUSTAINABLE URBAN FORESTRY MODEL IN THE PORTLAND-METRO AREA THROUGH A WORKFORCE DEVELOPMENT PROGRAM FOR MINORITIZED INDIVIDUALSPCSEATTLE, WA, US$50,000
Paid GrantUNIVERSITY OF MARYLAND EASTERN SHORETO TRAIN ENGINEERING FACULTY TO INTEGRATE LEARNING OUTCOMES FROM THE ENGINEERING FOR ONE PLANET FRAMEWORK INTO MULTIPLE ENGINEERING SPECIALIZATIONSGOVPRINCESS ANNE, MD, US$49,918
Paid GrantDRONES DOING GOOD ALLIANCETO (1) PROVIDE SUPPORT TO PILOT A PROGRAM IN WHICH THE GRANTEE WILL TEST HOW ITS DRONE HARDWARE CAN BE LEVERAGED BY LOCAL BUSINESSES IN KENYA WHO OFFER SERVICES TO SMALLHOLDER FARMERS, AN IMPOVERISHED AND UNDER-RESOURCED COMMUNITY, IN ORDER TO INCREASE YIELDS AND EARNINGS FOR SMALLHOLDER FARMERS, THEREBY REDUCING POVERTY AND INCREASING FOOD SECURITY (THE "PROJECT"), AND (2) HELP IDENTIFY AND SECURE ADDITIONAL SUPPORT FOR THE PROJECT FROM OTHER FUNDING SOURCES IN ORDER TO SCALE THE PROGRAM AND ITS INTENDED IMPACT ON SMALLHOLDER FARMERS IN KENYANCLINZ AM RHEIN, GM$49,594
Paid GrantAFRICAN CENTRE FOR TECHNOLOGY STUDIESTO SUPPORT ACTS'S ROLE AS A COLLABORATOR IN THE NATIONAL ENTREPRENEURIAL INSTITUTIONS FRAMEWORK, TO STRENGTHEN COMMERCIALIZATION SYSTEMS IN KENYA TO INCREASE CAPACITY FOR LOCAL INNOVATION TO MEET SOCIAL AND ENVIRONMENTAL NEEDS RELATED TO THE SUSTAINABLE DEVELOPMENT GOALSPC - EQUIVALENCY DETNAIROBI, KE$39,324
Paid GrantCOLLABORATIVE FOR FRONTIER FINANCETO ASSESS THE FEASIBILITY OF AND DESIGN FOR A NEW INVESTMENT FACILITY INTENDED TO MOBILIZE MORE INVESTMENT WITHIN AFRICAN COUNTRIES INTO LOCAL ENTERPRISES DEVELOPING SOLUTIONS TO MEET THE NEEDS OF VULNERABLE, LOW-INCOME CONSUMERS.NCWASHINGTON, DC, US$35,261
Paid GrantROCHESTER INSTITUTE OF TECHNOLOGYTO ENHANCE ENVIRONMENTAL AND SOCIAL SUSTAINABILITY IN THE SKILLSET OF STUDENTS AT ROCHESTER INSTITUTE OF TECHNOLOGY AND CALIFORNIA STATE UNIVERSITY, FRESNO USING THE ENGINEERING FOR ONE PLANET FRAMEWORKPCROCHESTER, NY, US$32,092
Paid GrantOREGON COMMUNITY FOUNDATIONTO REASSESS THE PURPOSE, DATA SOURCES, ASSESSMENT METHODS, AND USE OF THE OREGON CAPITAL SCANPCPORTLAND, OR, US$20,000
Paid GrantTHE ASPEN INSTITUTE INCTO BE USED BY ASPEN INSTITUTE IN SUPPORT OF THE ASPEN NETWORK OF DEVELOPMENT ENTREPRENEURS (ANDE) TO BUILD CLIMATE CHANGE CAPACITY AND EXPERTISE SO THAT ANDE CAN ENABLE ENTERPRISES AND SUPPORT ORGANIZATIONS TO FULFILL THEIR POTENTIAL IN ADDRESSING CLIMATE CHANGEPCWASHINGTON, DC, US$19,977
Paid GrantACCREDITATION BOARD FOR ENGINEERING AND TECHNOLOGY INCTO RECOGNIZE INNOVATIVE APPROACHES TO INTEGRATING SUSTAINABILITY IN ABET-ACCREDITED PROGRAMS AND GAIN VISIBILITY FOR ENGINEERING FOR ONE PLANET WITH PRIORITY TARGET AUDIENCESPCBALTIMORE, MD, US$15,000
Paid GrantSOCIETY FOR SCIENCE AND THE PUBLICTO GATHER A GROUP OF INVENTION EDUCATION PRACTITIONERS TO IDENTIFY THE INVENTION COMPETITION ECOSYSTEM AND ITS MEMBERS AND BEGIN PLANNING TO EXPAND THIS ECOSYSTEMPCWASHINGTON, DC, US$13,278
Paid GrantMOCO KIDSCO INCTO GATHER A GROUP OF INVENTION EDUCATION PRACTITIONERS FOR THE PRE-PLANNING OF A CONVENING THAT WILL BRING TOGETHER INVENTION EDUCATION RESEARCHERS AND PRACTITIONERSPCBETHESDA, MD, US$12,938
Paid GrantNEW MEXICO MESA INCTO GATHER A GROUP OF INVENTION EDUCATION PRACTITIONERS TO BEGIN PLANNING HOW TO ADVANCE THE ADOPTION OF INVENTION EDUCATION CURRICULUM IN MESA CHAPTERS ACROSS THE TEN STATES IN WHICH MESA OPERATESPCALBUQUERQUE, NM, US$10,000
Paid GrantTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITYTO SUPPORT HEALTH INNOVATION ENTERPRISES AND MANAGEMENT OF THE NATIONAL HEALTH AUTHORITYS MARKET ACCESS PROGRAMPCSTANFORD, CA, US$10,000
Paid GrantUNIVERSITY OF UTAHTO INTEGRATE LEARNING OUTCOMES FROM THE ENGINEERING FOR ONE PLANET FRAMEWORK IN COURSES WITHIN FOUR ENGINEERING DEPARTMENTS TO POSITIVELY IMPACT STUDENTSPCSALT LAKE CITY, UT, US$10,000
Paid GrantPORTLAND STATE UNIVERSITY FOUNDATIONTO GATHER A GROUP OF INVENTION EDUCATION PRACTITIONERS TO DEFINE THE CHALLENGES THAT KEEP INVENTION EDUCATION FROM BEING INTEGRATED INTO THE CLASSROOMPCPORTLAND, OR, US$9,696
Paid GrantLORDS EDUCATION & HEALTH SOCIETYTO DEVELOP AND PILOT A HEALTH INNOVATION UNIT WITHIN TWO INDIAN STATES AND EVALUATE WHETHER THIS REDUCES BARRIERS TO ADOPT INNOVATIONSPC - EQUIVALENCY DETNEW DELHI, DELHI, IN$5,000
Filing and Contact Details

Filer

Filer Name
The Lemelson Foundation
EIN
88-0391959
Phone
5038278910
Address
2035 NW FRONT AVENUE 501, PORTLAND, OR 97209

Signing Officer

Name
Robert M H Schneider
Title
Executive Director
Phone
5038278910
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Clark Nuber Ps
Address
555 110TH AVE NE SUITE 700, BELLEVUE, WA 98004
Preparer
Jennifer Becker Harris
Phone
4254544919
Raw XML AppendixShowing 400 of 2,106 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0176063
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX AND ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0108717
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt044320
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt054717
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN MENTERRA SOCIAL IMPACT FUND II. THE INVESTMENT WILL BE USED FOR EARLY-STAGE, INVENTION-LED ENTERPRISES WITH A FOCUS ON SOCIAL IMPACT IN INDIA, THROUGH PRODUCT INNOVATION, TARGETING THE EDUCATION, HEALTHCARE, ENERGY, AND AGRICULTURE SECTORS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt2TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt3TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt4TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt5TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt6TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt7TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt8TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt9TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt10TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt11TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt12TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt13TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt14TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt15TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt16TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt17TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt18TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt19TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt20TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0ANKUR CAPITAL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1COLLABORATIVE FOR FRONTIER FINANCE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt2DRONES DOING GOOD ALLIANCE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt3JAZA RIFT VENTURES GP LLC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt4JOLTSEED419
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt5KENYA CLIMATE INNOVATION CENTER
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt6KENYA IMPACT INNOVATIONS FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt7KENYA IMPACT INNOVATIONS FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt8KENYA IMPACT INNOVATIONS FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt9MENTERRA SOCIAL IMPACT FUND I
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt10MENTERRA SOCIAL IMPACT FUND II
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt11NANTSOUND INC (FORMERLY CONVERSION SOUND LLC)
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt12PRIME COALITION INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt13PROMETHEAN POWER SYSTEMS INC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt14SANGAM PCC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt15SELCO SOLAR LIGHT PVT LTD
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt16SELCO SOLAR LIGHT PVT LTD
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt17TEAMFUND LP
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt18UNITUS SEED FUND LP
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt19VENTUREAST FUND ADVISORS (INDIA) PRIVATE LIMITEDVENTUREAST TENET II FUND
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt20VILCAP INVESTMENTS LLC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt06/17, 7/18, 2/19, 7/19, 6/20, 7/20, 7/21, 6/22, 7/22, 6/23, 9/23, 7/24, 9/24
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt11/24, 7/24 *FINAL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt25/24, 4/25 *FINAL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt312/23, 10/24
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt47/22, 3/23, 4/25
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt58/20, 10/20, 3/21, 7/21, 8/21, 7/22, 10/22, 3/24 *FINAL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt65/20, 11/20, 5/21, 4/22, 5/22, 4/23, 1/24 *FINAL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt74/23, 5/24, 1/25, 5/25
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt84/25
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt98/20, 9/21, 7/22, 10/22, 2/23, 8/23, 10/23, 2/24, 9/24, 10/24
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt105/23, 1/24, 2/24, 9/24, 10/24
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt112/17, 2/18, 2/19, 6/19, 2/20, 2/21, 5/21, 3/23, 2/24, 7/24
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt127/22, 3/23, 4/25
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt134/16, 5/17, 4/19, 11/20, 9/21, 8/22, 1/25
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt147/25
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt159/16, 8/17, 8/18, 8/19, 11/20, 7/22, 3/23, 8/24, 9/24
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt169/16, 8/17, 8/18, 8/19, 11/20, 7/22, 3/23, 8/24, 9/24
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt174/19, 4/19, 5/20, 11/20, 4/21, 11/21, 8/22, 3/23, 4/23, 1/24, 4/24, 4/25
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt185/16, 3/17, 3/18, 6/18, 5/19, 4/20, 8/20, 7/21, 5/22, 3/23, 6/24, 10/24
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt198/15, 9/16, 8/17, 8/18, 12/19, 2/21, 1/22, 3/25
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt205/17, 4/19, 5/19, 3/20, 8/20, 8/21, 12/21, 9/22, 3/23, 7/23, 2/24, 9/24
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt01000000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt1135261
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt299594
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt31000000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt41000000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt51844618
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt61450762
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt7546227
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt893321
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt91940000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt10202857
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt11100000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt121891927
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt13100000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt14350000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt15350000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt16250000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt171566667
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt18980000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt19886446
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt20947101
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt0UNIT 5 JETHA COMPOUND BYCULLA E
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt1NEUSTR 40 53545
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt2PO BOX 49162-00100 STRATHMORE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt35TH FLOOR STRATHMORE STUDENT CENTRE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt45TH FLOOR STRATHMORE STUDENT CENTRE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt55TH FLOOR STRATHMORE STUDENT CENTRE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt6638 7TH CROSS 11TH MAIN HAL STAGE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt7638 7TH CROSS 11TH MAIN HAL STAGE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt8AXILOR TRANSIT COMMISSARIAT RD
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt9742 15TH CROSS 6TH PHASE JP NAGAR
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt10742 15TH CROSS 6TH PHASE JP NAGAR
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine1Txt115B RAMACHANDRA AVE SEETHAMMAL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine2Txt0BUSINESS SCHOOL OLE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine2Txt1KERI ROAD
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine2Txt2KERI ROAD
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine2Txt3KERI ROAD
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine2Txt4II INDIRA NA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine2Txt5II INDIRA NA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/AddressLine2Txt6COLONY FIRST MAIN
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm0MUMBAI
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm1LINZ AM RHEIN
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm2NAIROBI
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm3NAIROBI
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm4NAIROBI
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm5NAIROBI
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm6BANGALORE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm7BANGALORE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm8BENGALURU
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm9BANGALORE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm10BANGALORE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CityNm11CHENNAI
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd0IN
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd1GM
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd2KE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd3KE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd4KE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd5KE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd6IN
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd7IN
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd8IN
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd9IN
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd10IN
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/CountryCd11IN
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd0400027
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd153545
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd230410-00100
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd330410-00100
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd430410-00100
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd530410-00100
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd6560038
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd7560038
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd8560 001
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd9560 078
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd10560 078
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ForeignAddress/ForeignPostalCd11600 018
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt01000000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt1135261
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt299594
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt31000000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt41000000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt51844618
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt61450762
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt71250000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt899520
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt91940000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt10202857
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt11100000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt121891927
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt13100000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt14350000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt15350000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt16250000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt171566667
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt18980000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt19886446
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt20947101
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02016-07-27
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12023-09-15
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt22023-07-06
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt32022-06-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt42021-12-13
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt52019-08-12
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt62019-10-16
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt72022-11-04
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt82024-09-07
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt92017-10-02
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt102022-11-14
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt112009-07-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt122021-06-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt132015-03-25
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt142024-08-21
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt152008-12-23
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt162009-06-16
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt172018-10-10
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt182014-10-23
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt192012-06-26
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt202016-07-06
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0THE 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 ANKUR 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.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1TO ASSESS THE FEASIBILITY OF AND DESIGN FOR A NEW INVESTMENT FACILITY INTENDED TO MOBILIZE MORE INVESTMENT WITHIN AFRICAN COUNTRIES INTO LOCAL ENTERPRISES DEVELOPING SOLUTIONS TO MEET THE NEEDS OF VULNERABLE, LOW-INCOME CONSUMERS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2TO (1) PROVIDE SUPPORT TO PILOT A PROGRAM IN WHICH THE GRANTEE WILL TEST HOW ITS DRONE HARDWARE CAN BE LEVERAGED BY LOCAL BUSINESSES IN KENYA WHO OFFER SERVICES TO SMALLHOLDER FARMERS, AN IMPOVERISHED AND UNDER-RESOURCED COMMUNITY, IN ORDER TO INCREASE YIELDS AND EARNINGS FOR SMALLHOLDER FARMERS, THEREBY REDUCING POVERTY AND INCREASING FOOD SECURITY (THE "PROJECT"), AND (2) HELP THE GRANTEE IDENTIFY AND SECURE ADDITIONAL SUPPORT FOR THE PROJECT FROM OTHER FUNDING SOURCES IN ORDER TO SCALE THE PROGRAM AND ITS INTENDED IMPACT ON SMALL HOLDER FARMERS IN KENYA.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN THE FORM OF A LOAN TO JAZA RIFT VENTURES GP LLC ("JAZA"). THE PURPOSE OF THE LOAN IS TO ENABLE JAZA TO INVEST IN EARLY-STAGE INVENTION- AND INNOVATION-BASED BUSINESSES FOCUSED ON IMPROVING ACCESS TO AFFORDABLE HEALTHCARE IN AFRICA AND IMPROVING THE HEALTH OF POPULATIONS IN AFRICA. THE PROMISSORY NOTE FROM JAZA TO THE FOUNDATION REMAINS OUTSTANDING.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt4THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN JOLT.SEED419 ("JOLT.SEED") IN THE FORM OF PURCHASING AN EQUITY INTEREST IN JOLT.SEED. THE PURPOSE OF THE INVESTMENT IS TO INCREASE INVESTMENTS IN COHORT COMPANIES OF THE THIRD DERIVATIVE ACCELERATOR PROGRAM THAT IS OPERATED BY ROCKY MOUNTAIN INSTITUTE ("RMI"), WHICH IS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; BY INVESTING IN THESE COHORT COMPANIES, MORE EARLY-STAGE COMPANIES THAT OTHERWISE WOULD HAVE DIFFICULTY ACCESSING FINANCIAL SUPPORT FROM TRADITIONAL COMMERCIAL SOURCES WILL HAVE ACCESS TO CAPITAL AND WILL HAVE SIGNIFICANT POTENTIAL, AS DETERMINED BY RMI, TO COMBAT AND MEANINGFULLY IMPACT THE ADVERSE EFFECTS OF CLIMATE CHANGE. THE FOUNDATION CONTINUES TO OWN ITS EQUITY INTEREST IN JOLT.SEED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt5TO SUPPORT THE OPERATIONS OF A PROTOTYPING AND MANUFACTURING SPACE AND TRAINING ENGINEERS AND FABRICATORS TO ADDRESS A TALENT GAP IN KENYA.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt6TO 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.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt7TO SUPPORT BUSINESS INCUBATION ACTIVITIES, DEVELOP A PIPELINE OF INVENTION-BASED ENTERPRISES, AND STRENGTHEN AN INCLUSIVE INNOVATION ECOSYSTEM THAT WILL INCREASE ACCESS TO QUALITY HEALTHCARE AND OTHER BIOTECH INNOVATIONS IN EAST AFRICA.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt8TO PILOT THE CONCEPT OF LEAN START-UP VENTURE STUDIO IN KENYA THAT AIMS TO HELP ENTREPRENEURS TO IDEATE AND INVENT HEALTH SOLUTIONS TARGETED AT IMPROVING THE HEALTH OF LOW-INCOME AND UNDERSERVED POPULATIONS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt9THE 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 MENTERRA 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.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt10THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN MENTERRA SOCIAL IMPACT FUND II, AN INDIAN ALTERNATIVE INVESTMENT FUND - SOCIAL VENTURE FUND (THE "MENTERRA FUND II"), IN THE FORM OF PURCHASING AN EQUITY INTEREST IN THE MENTERRA FUND II. THE FOUNDATION'S INVESTMENT IN THE MENTERRA FUND II 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 II.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt11THE 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.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt12THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN THE FORM OF A LOAN TO PRIME COALITION, INC. ("PRIME"), AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE PURPOSE OF THE LOAN IS TO ENABLE PRIME TO CONTRIBUTE THE FOUNDATION'S LOAN PROCEEDS TO AZOLLA VENTURES CATALYTIC FUND I, LP, WHICH IN TURN SHALL INVEST IN COMPANIES THAT HAVE (1), IN PRIME'S DETERMINATION, THE POTENTIAL FOR GIGATON-SCALE CO-2 EQUIVALENT EMISSIONS REDUCTION BY 2050; (2) A HIGH POTENTIAL FOR ACHIEVING COMMERCIAL SUCCESS AT SCALE; AND (3), IN PRIME'S DETERMINATION, A COMPELLING CASE FOR "ADDITIONALITY," MEANING THAT THE INVESTEE'S CLIMATE IMPACT POTENTIAL IS ENDANGERED BY (I) A LACK OF INITIAL FUNDING, (II) PUNITIVE TERMS FROM OTHER INVESTORS THAT MAY DAMAGE THE INVESTEE, OR (III) INVESTORS WHO ARE NOT ABLE TO PRIORITIZE GIGATON-SCALE EMISSIONS REDUCTION. THE PROMISSORY NOTE FROM PRIME TO THE FOUNDATION REMAINS OUTSTANDING.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt13THE 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.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt14THE FOUNDATION MADE A PROGRAM RELATED INVESTMENT IN SANGAM PCC ("SANGAM"), IN THE FORM OF PURCHASING AN EQUITY INTEREST IN SANGAM. THE FOUNDATION INVESTMENT IN SANGAM WILL BE USED TO INVEST IN EARLY-STAGE (I.E., IN THE SEED, PRE-SERIES A, OR SERIES A STAGE), INNOVATION-DRIVEN ENTERPRISES IN EMERGING MARKETS (INCLUDING, BUT NOT LIMITED TO, INDIA) (1) THAT ACTIVELY CONTRIBUTE NEW SOLUTIONS TO TACKLING THE CLIMATE CRISIS, AND (2), WHICH WOULD OTHERWISE HAVE DIFFICULTY ACCESSING FINANCIAL SUPPORT FROM TRADITIONAL COMMERCIAL SOURCES, THEREBY PROVIDING THE PATHWAYS FOR LONG-TERM CLIMATE CHANGE MITIGATION AND CREATING INCLUSIVE AND CLIMATE-RESILIENT COMMUNITIES. THE FOUNDATION CONTINUES TO OWN ITS EQUITY INTEREST IN SANGAM.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt15THE 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.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt16THE 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.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt17THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN THE FORM OF PURCHASING AN EQUITY INTEREST IN TEAMFUND, LP ("TEAMFUND"), THE GENERAL PARTNER OF WHICH IS A WHOLLY-OWNED SUBSIDIARY OF TEAMFUND, INC. (WHICH IS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE). THE FOUNDATION'S 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.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt18THE 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.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt19THE 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.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt20THE 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.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0THE 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 12/31/2024, THE FOUNDATION HAS RECEIVED DISTRIBUTIONS FROM THE ANKUR FUND IN THE AGGREGATE AMOUNT OF $87,594, LEAVING A REMAINING BALANCE OF $912,406.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1THE 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.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2THE 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.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt3THE 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.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt4THE 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.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt5THE 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 GRANT WAS AMENDED ON JULY 21, 2021 WITH AN ADDITIONAL 576,261 IN FUNDS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt6THE 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 GRANT WAS AMENDED ON NOVEMBER 21,2022 WITH AN ADDITIONAL 50,780 OF FUNDS CARRIED OVER FROM A PREVIOUS UNEXPENDED GRANT.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt7THE 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.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt8THE 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.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt9THE 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 12/31/2024, THE FOUNDATION HAS RECEIVED DISTRIBUTIONS FROM THE MENTERRA FUND IN THE AGGREGATE AMOUNT OF $321,268.87, LEAVING A REMAINING BALANCE OF $1,618,731. CONTINUATION DATES OF REPORTS BY GRANTEE: 12/17, 2/18, 5/18, 7/18, 8/18, 11/19, 2/20
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt10THE 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: IN 2024, THE FOUNDATION MADE ADDITIONAL PAYMENTS TO THE MENTERRA FUND II TOTALING $54,717, PURSUANT TO CAPITAL CALLS FROM THE MENTERRA FUND II (WHICH IS REFLECTED ABOVE IN THE TOTAL GRANT AMOUNT).
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt11THE 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. CONTINUATION DATES OF REPORTS BY GRANTEE: 7/10, 4/11, 9/12, 4/13, 3/14, 4/15, 5/16, 9/16,
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt12THE 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 12/31/2024, THE FOUNDATION HAS RECEIVED LOAN REPAYMENTS FROM THE GRANTEE IN THE AGGREGATE AMOUNT OF $108,073 LEAVING A REMAINING BALANCE OF $1,891,927.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt13THE 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.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt14THE 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.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt15THE 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. CONTINUATION DATES OF REPORTS BY GRANTEE: 7/09, 7/10, 7/11, 8/11, 7/12, 8/13, 8/14, 8/15
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt16THE 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. CONTINUATION DATES OF REPORTS BY GRANTEE: 7/10, 5/11, 8/11, 7/12, 7/13, 8/13, 8/14, 8/15
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt17THE 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: IN 2024, THE FOUNDATION MADE ADDITIONAL PAYMENTS TO THE TEAMFUND TOTALING $200,000, PURSUANT TO CAPITAL CALLS FROM TEAMFUND (WHICH IS REFLECTED ABOVE IN THE TOTAL GRANT AMOUNT).
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt18THE 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 12/31/2024, THE FOUNDATION HAS RECEIVED DISTRIBUTIONS FROM THE FUND IN THE AGGREGATE AMOUNT OF $182,207, LEAVING A REMAINING BALANCE OF $797,793. CONTINUATION DATES OF REPORTS BY GRANTEE: 3/15, 8/15
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt19THE 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 12/31/2024, THE FOUNDATION HAS RECEIVED DISTRIBUTIONS FROM THE TENET II FUND IN THE AGGREGATE AMOUNT OF $445,245, LEAVING A REMAINING BALANCE OF $441,201. CONTINUATION DATES OF REPORTS BY GRANTEE: 6/13, 8/14
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt20THE 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 12/31/2024, THE FOUNDATION HAS RECEIVED DISTRIBUTIONS IN EXCESS OF THE AGGREGATE AMOUNT OF THE FOUNDATION'S INVESTMENT IN THE VILCAP FUND.
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0EXPENDITURE RESPONSIBILITY STATEMENTS
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1PART VI-A, LINE 11
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc2FORM 990-PF, PART VII, LINE 1
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc3PART VI-B, LINE 1B:
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc4FORM 990-PF, PART VII, LINE 1
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0PAGE 6, PART VI-B, LINE 5(D)
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1SCHEDULE OF CONTROLLED ENTITIES
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt2LIABILITY INSURANCE
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt3OFFICER ROLES
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0IT 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 2024.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.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1NAME OF CONTROLLED ENTITY: LEMELSON MEDICAL, EDUCATION & RESEARCH FOUNDATION, L.P. EMPLOYER ID NO: 88-0305280ADDRESS: 7800 RANCHARRAH PARKWAYRENO, NV 89511EXCESS BUSINESS HOLDING:[ ] YES [X ] NO
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2THE 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.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt3DURING THE YEAR, AN INADVERTENT ACT OF SELF-DEALING WAS DISCOVERED FOR A DISQUALIFIED PERSON WHO RECEIVED FOUNDATION CREDIT FOR PERSONAL EXPENDITURES. THE FOUNDATION BOARD AND THE CEO ATTENDED A CONFERENCE ON JUNE 20, 2024. A BOARD MEMBER'S SPOUSE ALSO ATTENDED THE CONFERENCE. THE SPOUSE WAS NOT THERE ON FOUNDATION BUSINESS BUT RATHER IN A PERSONAL CAPACITY. THE CONFERENCE FOR ALL ATTENDEES WAS CHARGED TO THE FOUNDATION'S CREDIT CARD, INCLUDING THE ATTENDANCE ATTRIBUTED TO THE SPOUSE OF A DISQUALIFIED PERSON. DUE TO THERE BEING NO BUSINESS PURPOSE FOR THE SPOUSE OF A DISQUALIFIED PERSON TO ATTEND THE CONFERENCE, THE PAYMENT OF ATTENDANCE RESULTED IN AN ACT OF SELF-DEALING.THE COST OF THE ATTENDANCE ATTRIBUTABLE TO THE DISQUALIFIED PERSON'S SPOUSE WAS $125. THE DISQUALIFIED PERSON REIMBURSED THE PRIVATE FOUNDATION FOR THE PERSONAL CHARGE ON SEPTEMBER 12, 2025. SINCE THE TRANSACTION IS FOR THE USE OF MONEY, SELF-DEALING IS ON THE GREATER OF THE AMOUNT PAID FOR SUCH USE OR THE FAIR MARKET VALUE OF SUCH USE FOR THE PERIOD FOR WHICH THE MONEY IS USED (REG. 53.4941(E)-1(B)(2)(II)). NO INTEREST WAS CHARGED BY THE FOUNDATION FOR THESE FUNDS, THEREFORE THE 2024 SHORT-TERM AFR RATE FOR THE APPLICABLE MONTH HAS BEEN USED TO CALCULATE THE AMOUNT INVOLVED FOR SELF-DEALING PURPOSES. DUE TO THE AMOUNT BEING SMALL, THE BALANCE OUTSTANDING THROUGH DECEMBER 31, 2024, AND THE AFR RATE BEING LOW, THE AMOUNT INVOLVED IS $3 WHEN ROUNDED TO THE NEAREST DOLLAR. THE 10% EXCISE TAX ON THE AMOUNT INVOLVED RESULTS IN SELF-DEALING TAXES OF LESS THAN $.50 FOR THE DISQUALIFIED PERSON. AS A RESULT, NO FORM 4720 HAS BEEN FILED BY THE FOUNDATION OR THE DISQUALIFIED PERSON AS NO TAX IS DUE FOR THE YEAR.THE DISQUALIFIED PERSON UNDERSTANDS SUCH TRANSACTIONS MADE BY THE FOUNDATION ARE IMPERMISSIBLE. MEASURES HAVE BEEN PUT INTO PLACE TO MINIMIZE THE RISK OF AN INADVERTENT ACT OF SELF-DEALING IN THE FUTURE, INCLUDING EDUCATING ALL DISQUALIFIED PERSONS AND FOUNDATION MANAGERS ON THE TYPES OF ACTS THAT MAY RESULT IN SELF-DEALING.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt4THROUGH MAY 10, 2024 ROBERT LEMELSON WAS BOARD CHAIR, PRESIDENT, SECRETARY AND ASSISTANT TREASURER. ERIC LEMELSON WAS VICE PRESIDENT, TREASURER, AND ASSISTANT SECRETARY.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ACCION FRONTIER FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ACM FUND II LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AKO GLOBAL FUND LIMITED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3AZOLLA VENTURES FULL-CYCLE FUND I, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4BRANDYWINE PE PARTNERS (2005) LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5BRANDYWINE PE PARTNERS (2007) LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6BRANDYWINE PE PARTNERS (2008) LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7BRANDYWINE PE PARTNERS (2009) LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8COMMONFUND CAPITAL INTL VI LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ELEVAR EQUITY III LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ENERGY IMPACT PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11FARALLON CAPITAL INST PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12FOUNDERS CO-OP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13GENERATION IM CLIMATE SOLUTIONS US LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14GENERATION IM GLOBAL EQ FD, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15GLOBAL IMPACT ACCESS PARTNERSHIP, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16GLOBAL IMPACT ACCESS PARTNERSHIP, LP II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17GLOBAL IMPACT OPPORTUNITIES III, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18GREENBACKER (CREC FUND II)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19IMPACTIVE CAPITAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20LIGHTSMITH CLIMATE RESILIENCE PARTNERS S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21LYME FOREST FUND IV LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22MARCHO PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23MORGAN STANLEY PMF INTEGRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24PORTFOLIO ADVISORS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25ROSE AFFORDABLE HOUSING PRESERVATION IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26SOSV III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27SOSV IV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28STEPSTONE FORMERLY GREENSPRINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29VENTURE INVESTMENT ASSOC, IV LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30VENTURE INVESTMENT ASSOC, V LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31VENTURE INVESTMENT ASSOC, VI LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32VIKING - HYBRID EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33WASTEWATER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34APOLLO DEBT SOLUTION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35DCVC CLIMATE SELECT, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36AVANATH AFFORDABLE HOUSING FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37LEMELSON MEDICAL, EDUCATION & RESEARCH FOUNDATION, L.P.
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