Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
Builders Initiative Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)167 N Green Street Suite 1600
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chicago, IL60607
A Employer identification number

82-1503941
B Telephone number (see instructions)

(479) 464-1570
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,724,234,826
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 564,697,169
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 36,984,198 36,984,198  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -85,253,324
b Gross sales price for all assets on line 6a 2,002,803,046
7 Capital gain net income (from Part IV, line 2)... 429,317,919
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... 3,427,737 3,589,171 0
12 Total. Add lines 1 through 11........ 519,855,780 469,891,288 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 93,214 56,795 0 36,419
b Accounting fees (attach schedule)....... 132,400 0 0 132,400
c Other professional fees (attach schedule).... 10,638,073 8,661,386 0 1,976,687
17 Interest............... 290,820 245,048    
18 Taxes (attach schedule) (see instructions)... 13,592,669 1,876,760 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 4,308,729 4,205,184 0 93,173
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,055,905 15,045,173 0 2,238,679
25 Contributions, gifts, grants paid....... 81,706,966 81,706,966
26 Total expenses and disbursements. Add lines 24 and 25 110,762,871 15,045,173 0 83,945,645
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 409,092,909
b Net investment income (if negative, enter -0-) 454,846,115
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 489,820 1,048,785 1,048,785
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) right arrow3,040,000
Less: allowance for doubtful accounts right arrow0 5,250,000 Click to see attachment
List of Attached Documents:
// Content
3,040,000
3,040,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 0 0
b Investments—corporate stock (attach schedule)....... 754,100 Click to see attachment
List of Attached Documents:
// Content
754,100
750,445
c Investments—corporate bonds (attach schedule)....... 0   0
11 Investments—land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,111,233,426 Click to see attachment
List of Attached Documents:
// Content
1,521,441,231
1,718,825,035
14 Land, buildings, and equipment: basis right arrow570,561
Less: accumulated depreciation (attach schedule) right arrow0 0 Click to see attachment
List of Attached Documents:
// Content
570,561
570,561
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,117,727,346 1,526,854,677 1,724,234,826
Liabilities 17 Accounts payable and accrued expenses..........   3,874
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 3,874
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 1,117,727,346 1,526,850,803
29 Total net assets or fund balances (see instructions)..... 1,117,727,346 1,526,850,803
30 Total liabilities and net assets/fund balances (see instructions). 1,117,727,346 1,526,854,677
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,117,727,346
2
Enter amount from Part I, line 27a .....................
2
409,092,909
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
30,548
4
Add lines 1, 2, and 3 ..........................
4
1,526,850,803
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,526,850,803
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 156,000 SHARES OF PUBLICLY TRADED SECURITIES      
b 2,216,070 SHARES OF PUBLICLY TRADED SECURITIES      
c NORTHERN TRUST CASH ACCOUNT - VARIOUS STOCKS P    
d NORTHERN TRUST CASH ACCOUNT - VARIOUS STOCKS P    
e NORTHERN TRUST WORLD EX - CAPITAL GAIN DISTRIBUTIONS P    
NORTHERN TRUST R1000 - CAPITAL GAIN DISTRIBUTIONS P    
NORTHERN TRUST TIAA BONDS - VARIOUS STOCKS P    
NORTHERN TRUST TIAA BONDS - VARIOUS STOCKS P    
NORTHERN TRUST FTSE TPI - COMMON TRUST FUND DISTRIBUTIONS P    
NORTHERN TRUST FTSE TPI - VARIOUS STOCKS P    
NORTHERN TRUST FTSE TPI - CAPITAL GAIN DISTRIBUTIONS P    
NORTHERN TRUST FTSE TPI - VARIOUS STOCKS P    
NORTHERN TRUST RBC GLOBAL - VARIOUS STOCKS P    
NORTHERN TRUST RBC GLOBAL - SECTION 1256 LOSS P    
NORTHERN TRUST RBC GLOBAL - SECTION 1256 LOSS P    
NORTHERN TRUST RBC GLOBAL - VARIOUS STOCKS P    
NORTHERN TRUST CLEAN ENERGY FUND - VARIOUS STOCKS P    
PASS-THROUGH GAIN/LOSS P    
PASS-THROUGH GAIN/LOSS P    
NORTHERN TRUST TIAA BONDS - VARIOUS STOCKS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 22,022,732   55,477 21,967,255
b 437,427,676   7,140,922 430,286,754
c 3,162,215   3,206,511 -44,296
d 47,830,969   48,769,514 -938,545
e 1,666     1,666
866     866
598,311,376   603,473,477 -5,162,101
29,548,757   33,801,753 -4,252,996
773     773
161,700,965   156,418,689 5,282,276
30,605     30,605
95,650,116   92,504,582 3,145,534
336,380,181   336,600,304 -220,123
    389,655 -389,655
    584,482 -584,482
6,460,439   6,616,174 -155,735
4,580,714   4,913,057 -332,343
316,890     316,890
    19,498,292 -19,498,292
259,376,105   259,512,237 -136,132
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a     0 21,967,255
b     0 430,286,754
c     0 -44,296
d     0 -938,545
e     0 1,666
    0 866
    0 -5,162,101
    0 -4,252,996
    0 773
    0 5,282,276
    0 30,605
    0 3,145,534
    0 -220,123
    0 -389,655
    0 -584,482
    0 -155,735
    0 -332,343
    0 316,890
    0 -19,498,292
    0 -136,132
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 429,317,919
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3 0
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 6,322,361
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 6,322,361
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,322,361
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 10,333,702
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,333,702
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,011,341
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow4,011,341 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changesClick to see attachment
List of Attached Documents:
// Content
....
3
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDE, IL, AR
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowhttps://www.buildersinitiative.org/
14
The books are in care ofright arrowISMAEL DIMAS Telephone no.right arrow (479) 464-1570

Located atright arrowPO BOX 1860BENTONVILLEAR ZIP+4right arrow72712
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowIS, JA, NL, BE, UK, CA, DA, FR, GM
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
LUKAS WALTON DIRECTOR, CEO, CHAIR
10.000
0 0 0
167 N Green Street Suite 1600
Chicago,IL60607
LISA FORBES DIRECTOR, SECRETARY
5.000
0 0 0
167 N Green Street Suite 1600
Chicago,IL60607
BRUCE MCNAMER DIRECTOR, PRESIDENT
10.000
0 0 0
167 N Green Street Suite 1600
Chicago,IL60607
ROBERT A SMITH TREASURER
1.000
0 0 0
167 N Green Street Suite 1600
Chicago,IL60607
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
BUILDERS VISION LLC INVESTMENT AND GRANT MANAGEMENT SERVICES 7,740,121
PO BOX 1860
Bentonville,AR72712
NORTHERN TRUST INVESTMENT MANAGEMENT 1,860,822
50 SOUTH LASALLE STREET
CHICAGO,IL60603
SPITFIRE STRATEGIES LLC CONSULTING 508,679
2300 N STREET NW
SUITE 610
WASHINGTON,DC20037
TEACHERS ADVISORS LLC INVESTMENT MANAGEMENT 424,740
730 THIRD AVENUE
NEW YORK,NY10017
WALTON ENTERPRISES LLC MANAGEMENT SERVICES 184,694
PO BOX 1860
BENTONVILLE,AR72712
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 Loan to Black Figures Bookstore - To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region that are owned or led by entrepreneurs of color in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education. 10,000
2 Loan to Dinobi Detergent LLC - To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region that are owned or led by entrepreneurs of color in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education. 10,000
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
20,000
Total. Add lines 1 through 3.........................right arrow40,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,389,305,467
b
Average of monthly cash balances.......................
1b
88,214,708
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,477,520,175
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
1,477,520,175
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
22,162,803
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,455,357,372
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
72,767,869
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
72,767,869
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,322,361
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,322,361
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
66,445,508
4
Recoveries of amounts treated as qualifying distributions................
4
2,251,724
5
Add lines 3 and 4............................
5
68,697,232
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
68,697,232
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
83,945,645
b
Program-related investments—total from Part VIII-B..................
1b
40,000
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
83,985,645
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 68,697,232
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 2,950,353
b Total for prior years:20 , 20, 2019 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 83,985,645
a Applied to 2022, but not more than line 2a 2,950,353
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2023 distributable amount..... 68,697,232
e Remaining amount distributed out of corpus 12,338,060
5 Excess distributions carryover applied to 2023.   0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 12,338,060
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
12,338,060
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 12,338,060
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
LUKAS T WALTON
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

3Arts Inc

180 N Michigan Ave Ste 329
Chicago,IL60601
  PC To launch and support the Next Level Teaching Artist awards. 120,000

3Arts Inc

180 N Michigan Ave Ste 329
Chicago,IL60601
  PC to support up to 192 Chicago-based artists to attend 3Arts annual award ceremony. 25,000

548 Foundation Inc

700 North Larrabee Street
Chicago,IL60654
  POF To support equitable workforce development on Chicago's West Side. 200,000

A Just Harvest

PO Box 608033
Chicago,IL60626
  PC To support general operations 90,000

Academy for Global Citizenship Charter School

4647 W 47th Street
Chicago,IL60632
  PC to support the plant-based eating program development, implementation, and evaluation from. 400,000

Adelante Center for Entrepreneurship

420 West Clayton Street
Waukegan,IL60085
  PC To administer an accounting stipend program and small business advising for creative enterprises, including and prioritizing support for Honeycomb Loan Participation Fund borrowers 60,000

Albany Park Theater Project

5100 North Ridgeway Avenue
Chicago,IL60625
  PC To support general operations 100,000

Alliance for Global Justice

225 E 26th St 1
Tucson,AZ85713
  PC Support for the Real Food Challenge Program and the Real Meals Campaign 172,000

Alliance For The Great Lakes

150 N Michigan Ave Ste 750
Chicago,IL60601
  PC To support general operations 5,000

Allied Media Projects

4126 3rd Avenue
Detroit,MI48201
  PC To support Allied Media Projects, Inc. fiscal sponsor to Michigan Environmental Justice Coalition to grow Michigan EJ Coalition's capacity to support frontline climate and energy justice organizations 250,000

AltaSea at the Port of Los Angeles

2451 Signal Street
Los Angeles,CA90731
  PC To support a Program Manager position for the BlueSea Initiative 150,000

American Society for the Prevention of Cruelty to Animals

520 8th Avenue 7th Floor
New York,NY10018
  PC to fund the Protecting Farmed Animals program 250,000

Anticruelty Society

157 West Grand Avenue
Chicago,IL60654
  PC To support low-cost to no-cost veterinary services to families on the South and West sides of Chicago by supporting a shared vet for AntiCruelty Society, South Suburban Humane Society, and Hinsdale Humane Society. 110,000

Archi-Treasures Association

3500 South Lake Park First Floor We
Chicago,IL60653
  PC To support public programming, community design, and production for the Riverdale Creative Cultural Connections project. 75,000

Artists' Cooperative Residency and Exhibitions Project

1345 W 19th Street
Chicago,IL60608
  PC to support ACRE's Summer Annual Fund Campaign. 10,000

Arts Alliance Illinois

200 W Madison Fl 3
Chicago,IL60606
  PC to support Arts Alliance's continued efforts to address the impact of COVID-19 on the arts and culture sector of Illinois. 340,000

Asociacion Mexicana de Ostricultores (AMEXO)

36 Ignacio Allende
La Paz    
MX
  NC To educate economically and environmentally challenged communities in the Pacific region and Sea of Cortez to engage in sustainable oyster aquaculture 69,500

B Lab Company

15 Waterloo Avenue
Berwyn,PA19312
  PC To support general operations 250,000

Bahamas National Trust Fund Inc

PO Box 5910
Princeton,NJ08543
  PC To increase management effectiveness of the Bahamas National Protected Area System 248,308

Bahamas Reef Environment Educational Foundation

Unit 11 Caves Village Professiona
West Bay ST Blake Road
New Providence    
BF
  NC To support the ocean resources, biodiversity and potential for a healthy blue economy in The Bahamas 200,363

Balanced Inc

904 East 43rd Street
Kansas City,MO64110
  PC To support Fiber Campaign and Institutional Outreach 100,000

Become Inc

171 North Aberdeen Street
Chicago,IL60607
  PC To support general operations 100,000

Become Inc

171 North Aberdeen Street
Chicago,IL60607
  PC To support Become and their JEDI Learnings program. 14,090

Best Friends Animal Society

5001 Angel Canyon Road
Kanab,UT84741
  PC To support operational costs for the first 5 years of the Pet Resource Center in Bentonville, Arkansas - creating an innovative model for progressive community sheltering 1,000,000

Better Food Foundation

5051 La Jolla Boulevard Unit 213
San Diego,CA92109
  PC Support to make plant-based foods the default in institutional dining 150,000

Bigelow Laboratory for Ocean Sciences

60 Bigelow Drive
East Boothbay,ME04544
  PC To support developing pragmatic tools for quantifying and verifying carbon burial rates on operational farms, enabling farmers to implement and valorize this promising natural climate solution. 367,045

BISSELL Pet Foundation

2345 Walker Ave NW
Grand Rapids,MI49544
  PF to support the Empty the Shelters program 100,000

Black Ensemble Theater Corporation

4450 North Clark Street
Chicago,IL60640
  PC To support general operations 100,000

BLACK OAKS CENTER FOR SUSTAINABLE RENEWABLE LIVING NFP

6735 South South Chicago Avenue
Chicago,IL60637
  PC To grow the capacity of the Black Oaks Center to provide regenerative agriculture and clean energy to the residents of Pembroke, IL 200,000

Black Women in Ecology Evolution and Marine Science

11216 Southwest 63rd Terrace
Miami,FL33173
  PC To support BWEEMS in expanding their mentoring and coaching services, and to increase staff capacity. 237,300

Block Club Chicago NFP

233 North Michigan Avenue
Chicago,IL60601
  PC To support general operations 150,000

Bridges Impact Foundation

21 West 46th Street
New York,NY10036
  PC To integrate impact measurement and management (IMM), and diversity, equity, and inclusion (DEI) across the Turner MIINT program. 100,000

Broussard Justice Foundation

8655 South Blackstone Avenue
Chicago,IL60619
  PC To support Grantee's infrastructure 100,000

Brushwood Center at Ryerson Woods

North Riverwoods Road
Deerfield,IL60015
  PC To grow a coalition of EJ leadership in Lake County, IL. 150,000

Business Services Collective NFP

503 East 61st Street
Chicago,IL60637
  PC To support general operations 75,000

California Ocean Science Trust

1017 L Street 293
Sacramento,CA95814
  PC To support OST's internal JEDI efforts. 15,000

California Seaweed Festival

25331 Via Artina
Valencia,CA91355
  PC To support the growth of the California Seaweed Festival 45,000

California State Wildlife Foundation

201 University Avenue Berth H-43
Berkeley,CA94710
  SO III FI To support and cultivate an Indigenous-led working group focused on nature-based coastal adaptation strategies in San Diego County. 141,073

Cape Eleuthera Foundation

1900 Market Street
Philadelphia,PA19103
  PC To provide funding for the first lobster nursery facility in The Bahamas to support lobster fishing communities and conservation. 82,030

Carbondale Community Arts

304 West Walnut Street
Carbondale,IL62901
  PC to support expanding Southern Arts Fund and Southern Illinois Arts Council 90,000

Center for Cultural Innovation

244 San Pedro Street 401
Los Angeles,CA90012
  PC to fund Ambitio-US and the regranting and learning associated with new economy exploration and development in the art sector 250,000

Center for Neighborhood Technology

17 North State Street Ste 1400
Chicago,IL60602
  PC To provide on-demand and actionable research and analytical capacity to Chicago's environmental and transportation justice organizations. 175,000

Center for Neighborhood Technology

17 North State Street Ste 1400
Chicago,IL60602
  PC To support the deployment of ARPA funds for green infrastructure in Calumet-area EJ communities. 250,000

Center for Rural Affairs

PO Box 136
Lyons,NE68038
  PC To support increasing the farm to school network and building local food access in Southwest Iowa 330,000

Chef Ann Foundation

5485 Conestoga Court St 110F
Boulder,CO80301
  PC Support to Get Schools Cooking project to increase scratch cooking in schools 200,000

Cheyenne River Youth Project Inc

PO Box 410
Eagle Butte,SD57625
  PC To support general operations 200,000

Chicago Adventure Therapy NFP

PO Box 13062
Chicago,IL60613
  PC To support their current JEDI Learnings 15,000

Chicago Architecture Biennial Inc

78 E Washington St
Chicago,IL60602
  PC to support operations and artist contributions for the upcoming fifth edition, CAB 5: This is a Rehearsal. 200,000

Chicago Art Department

1932 S Halsted St Ste 100
Chicago,IL60608
  PC to support a Sustainable Facilities Analysis through Artspace, increase capacity by hiring a part-time Marketing Resident, and subsidize the free programs grantee offers. 67,500

Chicago Artists Coalition

2130 W Fulton St Unit B
Chicago,IL60612
  PC to support the organization as it hires and empowers its next Executive Director and builds capacity and sustainability for the organization. 100,000

Chicago Community Foundation

33 South State Street
Chicago,IL60603
  PC To support Elevated Chicago 200,000

Chicago Community Foundation

33 South State Street
Chicago,IL60603
  PC To support the Chicago Fund for Safe and Peaceful Communities 100,000

Chicago Community Foundation

33 South State Street
Chicago,IL60603
  PC to support the Art Works Fund 1,800,000

Chicago Food Policy Advisory Council Nfp

1200 W 35th St
Chicago,IL60609
  PC To advance Chicago's Good Food Purchasing capabilities by building capacity for more institutions to navigate the transition to purchasing "Good Food," implement their plans to purchase "Good Food, to support GFPI Chicago to evaluate program successes to promote wider adoption longer term 270,000

Chicago Humanities Festival

500 North Dearborn Street
Chicago,IL60654
  PC to support audience Engagement at the Epiphany Center Spring 2023 25,000

Chicago Park District

4830 South Western Avenue
Chicago,IL60609
  GOV To support general operations 500

Chicago Park District

4830 South Western Avenue
Chicago,IL60609
  GOV To support the Young Cultural Stewards program 150,000

Chicago Park District

4830 South Western Avenue
Chicago,IL60609
  GOV To contribute to the Financial Assistance Fund 150,000

Chicago Public Media Inc

848 E Grand Ave
Chicago,IL60611
  PC To support general operations 150,000

Chicago Sinfonietta

70 East Lake Street
Chicago,IL60601
  PC To support general operations 100,000

Chicagos Sunshine Enterprises Inc

503 E 61st St
Chicago,IL60637
  PC To support general operations 250,000

City Bureau NFP

3619 South State Street
Chicago,IL60609
  PC to support Cicero Independiente's community engagement work and organizational sustainability 50,000

City of Chicago Department of Cultural Affairs and Special Events

Chicago Cultural Center 78 East Wa
Chicago,IL60602
  GOV To support the Chicago Arts & Health Pilot for Creative Workers 203,000

Civic Consulting Alliance

21 South Clark Street
Chicago,IL60603
  PC To support general operations 75,000

Coast Range Association Inc

PO Box 2250
Corvallis,OR97339
  PC To support the growth of the Oregon Central Coast Food Web 100,000

Coastal Enterprises Inc

30 Federal Street
Brunswick,ME04011
  PC To support Aquaculture training, business counselling, technical assistance, financing, and international technology transfer to grow, sustain, and diversify Maine's marine resource sector. 297,375

Coastal Quest

2625 Alcatraz Ave 609
Berkeley,CA94705
  PC To support internal operations and capacity building for SAGE, as well as the development of The Gender Equality Dialogues program. 200,000

Coastal Quest

2625 Alcatraz Ave 609
Berkeley,CA94705
  PC San Diego Coastal Park Resilience 100,000

College of the Atlantic

105 Eden Street
Bar Harbor,ME04609
  PC To support research, design, build, and trial viable alternatives to plastic grow-out gear used in oyster aquaculture. 77,742

Comfort Station NFP

2522 West Farragut Avenue Apt 2
Chicago,IL60625
  PC To support general operations 28,500

Common Market Philadelphia Inc

428 E Erie Ave
Philadelphia,PA19134
  PC To support expansion to the Great Lakes region 445,060

Common Threads

PO Box 163930
Austin,TX78716
  PC To support Common Threads sourcing local from agriculture organizations to develop the organization's good food purchasing strategy for partner schools on the West side 190,000

Community Action Network

809 Taylor Street
Ann Arbor,MI48105
  PC To support CAN's equitable decarbonization work in the Bryant neighborhood and help with the associated implementation challenges. 150,000

Community Desk Chicago

25 East Washington Street Suite 172
5
Chicago,IL60602
  PC Support for Community Desk Chicago as appreciation for testing the Builders Initiative grantee portal 500

Community Desk Chicago

25 East Washington Street Suite 172
5
Chicago,IL60602
  PC To support general operations 250,000

Community Partners

1000 North Alameda Street
Los Angeles,CA90012
  PC To support general operations 5,000

Compassionate Action for Animals

2100 1st Avenue South Suite 200
Minneapolis,MN55404
  PC To support general operations 115,000

Conservation International Foundation

2011 Crystal Drive
Arlington,VA22202
  PC To support the Women in Ocean Food Innovation Studio 75,000

CREATE Portage County Inc

PO Box 565
Stevens Point,WI54481
  PC to support resilient and vibrant communities across "The Basin" Shared Resource Network through intersections of arts and entrepreneurship. 120,000

Creative Chicago Reuse Exchange

5530 South Shore Drive 15 B
Chicago,IL60637
  PC to support the #PAINTGARY public art initiative in the City of Gary (IN). 65,000

CREO Family Office Syndicate

156 Fifth Avenue Suite 804
New York,NY10010
  PC To support building an effective climate and sustainability marketplace by 2025. 1,500,000

Crosshatch Center for Art & Ecology

PO Box 929
Bellaire,MI49615
  PC to support programming at The Alluvion 62,594

Crossroads Fund

3411 West Diversey Avenue
Chicago,IL60647
  PC To support general operations 30,000

Dakota Resource Council

1720 Burnt Boat Drive
Bismarck,ND58503
  PC To support community-based air quality monitoring in North Dakota. 45,000

Dakota Rural Action

PO Box 549
Brookings,SD57006
  PC To support general operations 100,000

Dalhousie University

PO Box 850
New York,NY10116
  PC To support the CDL Oceans Accelerator 150,000

Definition Theatre Company

PO Box 378077
Chicago,IL60615
  PC To support the Definition Incubator. 50,000

Department of Public Transformation

726 Prentice Street
Granite Falls,MN56241
  PC To support the Ignite Rural 2023 program 165,000

Design Museum of Chicago

72 East Randolph Street
Chicago,IL60601
  PC to support the Design Museum of Chicago's 2023 Sustainability Initiative 100,000

Digital Harbor Foundation

1045 Light Street
Baltimore,MD21230
  PC To support efforts to document feasibility and viability of achieving cost and price parity for alternative proteins versus current animal-based products. 315,790

Downeast Institute for Applied Marine Research and Education Inc

39 Wildflower Lane PO Box 83
Beals,ME04611
  PC To support a hybrid public/private business model to demonstrate the potential return on investment of a successful soft-shell clam farming venture. 95,738

Earth Charter Indiana

1100 West 42nd Street Ste 220d
Indianapolis,IN46208
  PC To educate, engage, and mobilize the Spanish speaking population on climate and environmental justice in Indiana 25,000

Earth Charter Indiana

1100 West 42nd Street Ste 220d
Indianapolis,IN46208
  PC To support general operations 1,000

Earth Charter Indiana

1100 West 42nd Street Ste 220d
Indianapolis,IN46208
  PC To educate, engage, and mobilize the Spanish speaking population on climate and environmental justice in Indiana 75,000

Ecology Center

339 East Liberty Street
Ann Arbor,MI48104
  PC To support general operations 300,000

Ecotrust

721 NW 9th Ave
Portland,OR97209
  PC to support Ecotrust's internal JEDI efforts 15,000

Ecotrust

721 NW 9th Ave
Portland,OR97209
  PC Support Coastal Aquaculture Collaboration Retreat 15,912

Ecotrust

721 NW 9th Ave
Portland,OR97209
  PC To support Ecotrust's participation in the Oregon Coastal Aquaculture Collaborative. 250,172

EcoWorks

22400 West Seven Mile Road
Detroit,MI48219
  PC To support programs and advocacy related to building electrification and efficiency in Michigan to promote more conservation and eliminating disproportionate energy burdens for low-income residents 250,000

Elakha Alliance

PO Box 704
Siletz,OR97380
  PC To support fisheries stakeholder engagement in preparation for sea otter reintroduction 75,000

Elevate Energy

322 South Green Street Ste 300
Chicago,IL60607
  PC To support the Justice40 Accelerator's Midwest cohort and expand Elevate's Illinois workforce training and development programs 1,000,000

Elite Youth Tour

2917 South Hillock Avenue
Chicago,IL60608
  PC To support general operations 5,000

Environmental Law and Policy Center of the Midwest

35 East Wacker Drive Suite 1600
Chicago,IL60601
  PC To advance solar energy through legal and regulatory initiatives across the Midwest 350,000

Environmental Working Group

1436 U St NW Ste 100
Washington,DC20009
  PC To support general operations 250,000

Equity Arts

1550 North Milwaukee Avenue
Chicago,IL60622
  PC To support Equity Arts for planning, capacity building, and fundraising towards the purchase and capital improvements of 1542-1550 N Milwaukee Ave. 250,000

Equity Legal Services

10220 Lincoln Trail
Fairview Heights,IL62208
  PC To grow the capacity of Equity Legal Service's litigation and program support of frontline communities in Southern IL. 150,000

Everyday People for Change Inc

PO Box 388
Mobile,AL36601
  PC to support the launch and establishment of Runway's suite of services in Chicago 435,000

Experimental Sound Studio

5925 North Ravenswood Avenue
Chicago,IL60660
  PC to support the Wild Yams Artist Residency through a reflection and review period in 2024, and a renewal launch in 2025 55,000

Faith in Indiana

212 West 10th Street Suite F175
Indianapolis,IN46202
  PC To organize low-income and BIPOC communities and build a base of support to address toxic pollution in Northwest Indiana 150,000

Faith in Place

1100 East 55th Street
Chicago,IL60615
  PC To support the growth of Faith in Place's organizing of EJ communities in Indiana 125,000

Families Anchored in Total Harmony Inc

201 East 5th Avenue
Gary,IN46402
  PC To support a community owned micro grid in Gary, IN 150,000

Faunalytics

PO Box 6476
San Diego,CA98507
  PC Support JEDI work throughout the organization 15,000

Faunalytics

PO Box 6476
San Diego,CA98507
  PC Support for Faunalytics 2024 research agenda 100,000

Fidelity Investments Charitable Gift Fund

200 Seaport Boulevard
Boston,MA02210
  PC TO SUPPORT THE CHARITABLE MATCH PROGRAM OF BUILDERS INITIATIVE. 346,060

Figueroa Wu Family Foundation

2124 S Ashland Ave
Chicago,IL60608
  PC To support the Pilsen Food Pantry. 61,000

Florida Atlantic University Foundation Inc

777 Glades Rd
Boca Raton,FL33431
  PC To support community-based queen conch aquaculture development on Grand Bahama 877,971

Food Animal Concerns Trust

3525 W Peterson STE 213
Chicago,IL60659
  PC to support keep antibiotics working 150,000

Food Empowerment Project

PO Box 13425
San Luis Obispo,CA93406
  PC To support their JEDI learning efforts 15,000

Food Empowerment Project

PO Box 13425
San Luis Obispo,CA94306
  PC To help F.E.P. with the expense of transitioning from a hierarchical organization to one with distributed leadership. 30,000

Food Works

PO Box 3855
Carbondale,IL62902
  PC To support the Community Mobile Farmers Market 258,700

FoodCorps Inc

1140 Southeast 7th Avenue
New York,NY97214
  PC To support a planning grant for expansion into the 3I States 50,150

ForeFront

208 S LaSalle Suite 1540
Chicago,IL60604
  PC To support the regranting efforts of the Chicago Region Food System Fund 3,000,000

ForeFront

208 S LaSalle Suite 1540
Chicago,IL60604
  PC To support Fresh Taste 60,000

ForeFront

208 S LaSalle Suite 1540
Chicago,IL60604
  PC This grant is to support Year 2 and 3 of North Lawndale Fresh, a fund within Grantee's Fresh Taste project 700,000

ForeFront

208 S LaSalle Suite 1540
Chicago,IL60604
  PC To support general operations 25,000

FracTracker Alliance

216 Franklin Street
Johnstown,PA15901
  PC To make research and analysis on EJ impacts of fossil fuel extraction readily available to Midwest communities 100,000

Fresh Energy

408 Saint Peter Street
Saint Paul,MN55102
  PC To support the expansion of the Midwest Building Decarbonization Coalition. 250,000

Freshgrass Public Foundation

1675 48th Avenue
San Francisco,CA94122
  PC To support Little Amal's US Walk 290,000

Friends of the Chicago River

121 West Wacker Drive
Chicago,IL60601
  PC To support general operations 25,000

Gardeneers

3414 W Roosevelt Rd Unit 2
Chicago,IL60624
  PC To support the expansion of the grow your groceries programming into the Austin neighborhood of Chicago 67,200

Gary Comer Youth Center

7200 S INGLESIDE AVE
Chicago,IL60619
  PC To support Gary Comer Youth Center's Produce Pathways urban agriculture program 250,000

Global Philanthropy Partnership

2440 N LAKEVIEW AVE
CHICAGO,IL60614
  PC To support the Equitable Transportation Fund's grant making in the Midwest. 250,000

Golden Hills Resource Conservation and Development Area

712 South Hwy St PO BOX 18
Oakland,IA51560
  PC To support local food access, space for local food entrepreneurs, free educational programming on cooking, healthy eating, food processing and more. 75,000

Good Food Institute

PO Box 96503
Washington,DC20090
  PC To support general operations 250,000

Gray Matter Experience

20 North Upper Wacker Drive
Chicago,IL60606
  PC To support general operations 100,000

Greater Chicago Food Depository

4100 W ANN LURIE PLACE
Chicago,IL60632
  PC To support the creation of the Benefits Outreach Center of Expertise 261,414

Greenprint Partners

17 N State Street Suite 1400
Chicago,IL60602
  NC To support the deployment of green infrastructure solutions to flooding in Milwaukee frontline communities. 250,000

Grist

1201 Western Avenue
Seattle,WA98101
  PC To support the continued growth of Grist's Midwest climate and environmental justice reporting. 150,000

Groundswell Inc

80 M Street Southeast C/O WeWork
Washington,DC20003
  PC To support the development of Community Resilience Hubs in Chicago's south suburbs. 150,000

Grow Greater Englewood

6533 S Stewart Ave
Chicago,IL60621
  PC To support general operations 380,000

Growing Home Inc

825 W 69th Street 2nd Floor
Chicago,IL60621
  PC To support food distribution and community building in Englewood 150,000

Guided Discoveries Inc

27282 Calle Arroyo
San Juan Capistrano,CA92675
  PC Support kelp restoration on Catalina Island 200,178

Guided Discoveries Inc

27282 Calle Arroyo
San Juan Capistrano,CA92675
  PC To support CIMI's internal JEDI efforts. 15,000

Gulf and Caribbean Fisheries Institute (GCFI)

2796 Overseas Highway STE 119
Marathon,FL33050
  PC Provide support for the organization of the 2023 GCFI conference. 99,990

Gulf of Maine Research Institute

350 Commercial Street
Portland,ME04101
  PC To support general operations 5,000

Healing to Action NFP

332 South Michigan Avenue SUITE 103
2/H696
Chicago,IL60604
  PC To support general operations 40,000

Health Care Without Harm

12355 Sunrise Valley Drive Suite 68
Reston,VA20191
  PC To support HCWH's Plant-Forward Futures which creates a comprehensive approach to reduce the demand for animal proteins from the health care sector and ensure that education and messaging around the health benefits associated with plant-based eating and sustainable food. 300,000

Hoosier Action Resource Center

931 State Street
New Albany,IN47150
  PC To support general operations 200,000

Hoosier Environmental Council

3951 North Meridian Street
Indianapolis,IN46208
  PC To support Gary Advocates for Responsible Development 50,000

HOPE Village Revitalization AKA Focus Hope Revitalization

14030 La Salle Boulevard
Detroit,MI48238
  PC To provide predevelopment finance and design support to transform three vacant apartment buildings into highly sustainable, deeply affordable housing in Detroit. 121,000

HOPE Village Revitalization AKA Focus Hope Revitalization

14030 La Salle Boulevard
Detroit,MI48238
  PC To support general operations 5,000

Hubbs Seaworld Research Institute

2595 Ingraham Street
San Diego,CA92109
  PC To advance restorative aquaculture opportunities in San Diego County 400,000

Humane America Animal Foundation

310 North Indian Hill Boulevard 80
Claremont,CA91711
  PC Support to Farmed Animal Funders 50,000

Hurricane Island Foundation

PO Box 1280
Rockland,ME04841
  PC To support research on climate change, aquaculture, fisheries biology and fisheries management in Penobscot Bay. 125,000

Hyde Park Art Center

5020 S Cornell Ave
Chicago,IL60615
  PC To support the Artist Run Chicago Fund 164,000

Ideagarden Institute Incorporated

4015 Westside Rd
Healdsburg,CA95448
  PC To support general operations 100,000

Illinois Environmental Council Education Fund

520 East Capitol Avenue
Springfield,IL62701
  PC To advance environmental justice in Lake County, IL by supporting the hiring of staff focused on these efforts 250,000

Illinois Environmental Council Education Fund

520 East Capitol Avenue
Springfield,IL62701
  PC To support IEC's fiscal sponsorship services to frontline EJ organizations across Illinois 100,000

Indy Hunger Network

3737 Waldemere Avenue
Indianapolis,IN46241
  PC To support the Community Compass Coordinator position. 63,540

Inner-City Muslim Action Network

2744 W 63rd St
Chicago,IL60629
  PC To support general operations 5,000

Inner-City Muslim Action Network

2744 W 63rd St
Chicago,IL60629
  PC To support operations and programming at the Fresh Market 500,000

Institute for Local Self Reliance Inc

1200 18th Street Northwest
Washington,DC20036
  PC To support research, analysis, and training on democratic models of energy governance. 75,000

Inter Union for Conservation of Nature & Natural Resources Utd St

1630 Connecticut Avenue Suite 300
Washington,DC20009
  PC To support mainstreaming and scaling business planning for coastal and marine NbS projects 159,562

Intersection for the Arts

1446 Market Street
San Francisco,CA94102
  PC To support a professional journalism project writing about culture, community and the arts in America's Heartland for a national audience. 75,000

Island Institute

PO Box 648
Rockland,ME04841
  PC To catalyze innovation among Maine's lobster and aquaculture supply chains and build a sustainable blue economy ecosystem that is resilient to climate change and fosters a healthy ocean. 500,000

Just Capital Foundation Inc

44 East 30th Street
New York,NY10016
  PC To support general operations 250,000

Justice Cream Shoppe Inc

4300 N California Ave
Chicago,IL60618
  PC To support pre-development planning. 69,000

Kindling Group

5501 North Clark Street
Chicago,IL60640
  PC to support the E(art)H Chicago Public Art Program 55,000

Latinos Progresando

2724 West Cermak Road
Chicago,IL60608
  PC To support Latinos Progresando's Excellerator Fund, a collaborative initiative between Latinos Progresando and the Greater Auburn Gresham Development Corporation. 300,000

LATITUDE Chicago

1821 West Hubbard Street Suite 207
Chicago,IL60622
  PC to support the 2023-2024 Intentional Printmaking Fellowship 30,000

Lawndale Christian Health Center

3860 West Ogden Ave
Chicago,IL60623
  PC To support the VeggieRx program expansion 210,000

Legacy Philanthropy Works

521 Santa Barbara Street
Santa Barbara,CA93101
  PC To Strengthen LegacyWorks Group's project with the Boca del Alamo and Punta Pescadero communities and work towards creating a community conservation model for the BCS / Gulf of California region. 100,000

Little Village Environmental Justice Organization

2445 S Spaulding Ave
Chicago,IL60623
  PC To launch a community center in Little Village that includes a commercial kitchen, solar training facility 500,000

Little Village Environmental Justice Organization

2445 S Spaulding Ave
Chicago,IL60623
  PC To support Chicago's frontline-led EJ/CJ organizations and their partners. 1,000,000

LT Girls Basketball Booster

2438 W Bradley Pl
Chicago,IL60618
  PC To support general operations 5,000

Maine Coast Fishermens Association

93 Pleasant Street
Brunswick,ME04011
  PC To support the roll-out of mental and physical health and well-being programming to Maine fishing communities and the transfer of fishing quota from The Nature Conservancy to Maine Coast Fishermens Association. 375,000

Male Mogul Initiative

5055 South Prairie Avenue
Chicago,IL60615
  PC To support general operations 100,000

Marine Protected Area Collaborative Network

28295 Via Rueda
San Juan Capistrano,CA92675
  PC To support Marine Protected Area Collaborative Network's internal JEDI efforts. 15,000

Marine Protected Area Collaborative Network

28295 Via Rueda
San Juan Capistrano,CA92675
  PC Support for South Coast and San Diego Chapters of the MPA Collaborative Network 115,000

Marwen Foundation

833 North Orleans
Chicago,IL60610
  PC to support equitable wages for Marwen teaching artists and emerging teaching artists hired to support educational programming for under resourced communities and to conduct a pay equity audit that will inform a long-term pay equity policy 200,000

Mercy for Animals

8033 Sunset Blvd Suite 864
Los Angeles,CA90046
  PC Support to the People's Fund 160,000

Meridian Institute

PO Box 1829
Dillon,CO80435
  PC To support multisectoral aquaculture engagement 500,000

Meridian Institute

PO Box 1829
Dillon,CO80435
  PC Supporting the Iniciativa de Mares y Costas de Mexico (IMCM) in their effort to catalyze existing opportunities to foster protection and restoration of coastal and marine resources 94,052

Michigan Saves

230 N Washington Square Suite 300
Lansing,MI48933
  PC To support the development of the organizational infrastructure and launch of a new green financing entity in Indiana, the Indiana Energy Independence Fund. 250,000

Midwest Environmental Advocates Inc

551 W Main St
Madison,WI53703
  PC to strengthen CAFO permitting in Wisconsin 100,000

Midwest Tribal Energy Resources Association Inc

3136 West Kilbourn Avenue
Milwaukee,WI53208
  PC To support general operations 50,000

Milwaukee Water Commons Inc

1836 West Fond Du Lac Avenue
Milwaukee,WI53205
  PC To support general operations 250,000

Minorities in Agriculture Natural Resources & Related Sci (MANRRS)

PO Box 767726
Roswell,GA30076
  PC To support general operations 30,000

Mission Edge San Diego

2820 Roosevelt Road
San Diego,CA92106
  PC To support leveraging the power of renewable energy as a means to diminish poverty, mitigate climate change, and promote a self-determined restoration of sovereignty and hope in indigenous communities. 250,000

Mission Edge San Diego

2820 Roosevelt Road
San Diego,CA92106
  PC To support general operations 5,000

Mission Investors Exchange

105 West 86th Street 358
New York,NY10024
  PC To support general operations 50,000

Mission Investors Exchange

105 West 86th Street 358
New York,NY10024
  PC To create a database for new board and investment committee members 900,000

Multiplier

548 Market Street PMB 81178
San Francisco,CA94104
  PC To support Grantee's project AZUL (the Project) in building a Latinx movement for ocean conservation, ocean justice, and climate policy issues 250,000

Multiplier

548 Market Street PMB 81178
San Francisco,CA94104
  PC To support general operations 141,000

Multiplier

548 Market Street PMB 81178
San Francisco,CA94104
  PC To support Intertidal Agency in developing ocean data trusts as a way to increase ocean data sharing and unlock data across public and private sources. 100,000

Museum of Contemporary Art (MCA)

220 East Chicago Avenue
Chicago,IL60611
  PC To support general operations 100,000

National Assembly of State Arts Agencies

1200 18th Street Northwest
Washington,DC20036
  PC to support The White House and the National Endowment for the Arts' Summit on Integrating Arts and Culture in Civic Infrastructure for Healthy, Equitable Communities 100,000

National Public Housing Museum

625 N KINGSBURY ST
Chicago,IL60654
  PC to support the build-out of the new NPHM building, particularly for arts related spaces, and provide programming support for the Entrepreneurship Hub. 125,000

National Runaway Switchboard

3141 B N Lincoln Ave
Chicago,IL60657
  PC To support general operations 5,000

Natural Resources Defense Council Inc

40 West 20th Street
New York,NY10011
  PC To support clean energy and environmental justice programs in the Midwest. 250,000

Neighborhood Funders Group

548 Market Street
San Francisco,CA94104
  PC To support NFG's efforts to organize funders and increase philanthropic investments for grassroots power building through NFG programs 75,000

NeighborSpace

445 N Sacramento Blvd Suite 204
Chicago,IL60612
  PC To support general operations 100,000

New Roots Institute (formerly Factory Farming Awareness Coalition)

1569 Solano Ave 518
Berkeley,CA84707
  PC To support general operations 150,000

New Venture Fund

1201 Connecticut Ave NW Suite 300
Washington,DC20036
  PC To support the U.S. Impact Investing Alliance's "ESG Rapid Response Fund" 300,000

No Kid Hungry by Share Our Strength

1030 15th Street Northwest Suite 11
00 W
Washington,DC20005
  PC To support a program to implement Summer EBT with Illinois DHS 500,000

Northwest Side Housing Center dba Northwest Center

5233 West Diversey Avenue
Chicago,IL60639
  PC To support general operations 100,000

Nos Noroeste Sustentable AC

23090 Calle Sinaloa
La Paz,NONE23060
MX
  PC To support the work of NOS in contributing to the spatial management of the Bay of La Paz and supporting a sustainable, women-led oyster aquaculture business. 150,000

Oak Park River Forest Community Foundation

1049 Lake Street Suite 204
Oak Park,IL60301
  PC To support general operations 30,000

Ocean Foundation

1320 19th Street Northwest
Washington,DC20036
  PC To support the continued education of key policymakers and stakeholders on the value of Blue Economy Clusters in reversing the trend of destruction of ocean environments around the world. 202,222

Ocean Foundation

1320 19th Street Northwest
Washington,DC20036
  PC To support the protection and restoration of kelp forests 200,000

Ocean Strategies Inc

1122 E Pike St 761
Seattle,WA98122
  NC To support strategic engagement and education at the state, regional, and national level of the benefits of restorative aquaculture 355,000

Oregon Coast Visitors Association

208 Main Avenue
Tillamook,OR97141
  NC To support the Oregon Ocean Cluster Initiative to keep Oregon seafood local. 149,950

Oregon Department of State Lands

775 Summer St NE Suite 100
Salem,OR97301
  GOV To support fundraising and operational capacity for the Oregon Ocean Science Trust. 140,000

Oregon Shores Conservation Coalition

PO Box 5626
Coos Bay,OR97420
  PC To support Oregon Shores' internal JEDI efforts. 15,000

Oregon Shores Conservation Coalition

PO Box 5626
Coos Bay,OR97420
  PC To support Oregon Shores' Campaign for Oregon's Estuaries and CoastWatch program analysis. 100,000

Oregon State University

1600 Southwest Western Boulevard
Corvallis,OR97333
  GOV To support the Oregon Coastal Aquaculture Collaborative and NexGen Fishers Program 200,000

PATH

2201 Westlake Avenue Suite 200
Seattle,WA98121
  PC To support general operations 5,000

Pashko

222 Simons Road
Ancram,NY12502
  NC TO FOSTER ECONOMIC EMPOWERMENT AND JOB CREATION FOR SKILLED CRAFTSPEOPLE IN THE UNITED STATES WHOSE INDUSTRIES HAVE BEEN DECIMATED BY THE AUTOMATION AND OVERSEAS TRANSFER OF MANUFACTURING AND PRODUCTION. 750,000

Pbfa Research and Education Fund Inc

4 Embarcadero Center 1400
San Francisco,CA94111
  PC to support the Sustainable Sourcing Initiative 350,000

People for Community Recovery

13330 South Corliss Avenue
Riverdale,IL60827
  PC To support general operations 6,000

People's Solar Energy Fund

296 Nonotuck Street
Northampton,MA01062
  PC To support the growth of community-owned solar in the Midwest. 250,000

Pfleger Institute of Environmental Research (PIER)

315 Harbor Drive South Suite B
Oceanside,CA92054
  POF To support the expansion of sustainable domestic fishing opportunities for swordfish. 199,819

Plant Chicago NFP

4459 S Marshfield Ave
Chicago,IL60609
  PC To support general operations 155,500

Practical Farmers of Iowa (PFI)

1615 Golden Aspen Dr Suite 101
Ames,IA50010
  PC To support PFI to maximize impact of RFSP and LFPA in Iowa 170,700

Prison and Neighborhood Arts-Education Project

800 West Buena Avenue
Chicago,IL60613
  PC To support Walls Turned Sideway, a gallery and community space dedicated to artists and communities impacted by incarceration 125,000

Pronatura Noroeste

60 Calle Decima
Ensenada   22800
MX
  PC To consolidate Pronatura Noroestes ongoing interventions in Baja California Sur, and kickstart two site initiatives that will foster coastal and marine sustainable development. 100,000

Public Media Institute

960 W 31st St
Chicago,IL60608
  PC To support the growth and development of MdW, a coalition of artist-run spaces serving the midwest. 610,000

Puget Sound Restoration Fund

8001 Northeast Day Road West Ste B
Bainbridge Island,WA98110
  PC To support restorative aquaculture and climate resiliency innovations for the coastal communities of Puget Sound. 99,960

Puget Sound Restoration Fund

8001 Northeast Day Road West Ste B
Bainbridge Island,WA98110
  PC To expand Olympia oyster, pinto abalone, and bull kelp restoration in Puget Sound 560,000

Quad City Arts

1715 2nd Ave
Rock Island,IL61201
  PC To support intermediaries that support creatives in rural places in the 12-state region 105,000

Racing Magpie

801 East Saint Andrew Street
Rapid City,SD57701
  PC To support general operations 100,000

Racing Magpie

801 East Saint Andrew Street
Rapid City,SD57701
  PC To support the convening of Waterers Assembly Members, Giftees, and possible future funders 30,000

RAND Corporation

1776 Main St PO Box 2138
Santa Monica,CA90401
  PC To provide one-time support to RAND Corporation's to develop the equity module of its in-progress comprehensive federal budget model as part of the Capitalism 2.0 strategic inquiry 194,982

Reader Institute for Community Journalism

2930 South Michigan Avenue
Chicago,IL60616
  PC To support general operations 150,000

Red de Observadores Ciudadanos AC

3745 Aquiles Serdn 3745
Col Pueblo Nuevo
La Paz    
MX
  PC To support waterkeeper for Strengthening fisheries monitoring on the East Coast of Baja California Sur, Agua Verde to Boca del Alamo 112,891

Reducetarian Foundation Inc

8023 Beverly Boulevard Ste 1 314
Los Angeles,CA90048
  PC support for Reducetarian's fellowship and annual conference 150,000

Reef Fish Conservation and Education Foundation Inc

1902 Wharf Road
Galveston,TX77550
  PC To support participation in the establishment of the National Future Fishermen Coalition to bolster coastal and ocean ecosystems by galvanizing the next generation of commercial fishery leaders 155,832

Regents of the University of California at San Diego

9500 Gilman Drive
La Jolla,CA92093
  PC To support the culinary seaweed development 202,085

Regents of the University of California at San Diego

9500 Gilman Drive
La Jolla,CA92093
  PC To support a project that will collect, isolate and identify strains of Asparagopsis taxiformis in southern CA and potentially Baja Mexico and investigate the conditions for future growth . 249,912

Regents of the University of California at San Diego

9500 Gilman Drive
La Jolla,CA92093
  PC To support Scripp's monitoring of rocky reefs in the Gulf of California 50,000

Regents of the University of California at San Diego

9500 Gilman Drive
La Jolla,CA92093
  PC To support Grantee's research to better understand the mechanisms of coral adaptation which can be applied in the context of conservation and restoration efforts. 301,359

Regents of the University of Michigan

500 South State Street
Ann Arbor,MI48109
  PC To support the launch of the Climate Justice Movement Catalyst fellowship program 750,000

Relief Foundation Inc

312 River Road
Gladwyne,PA19035
  PC To support emerging natural food and product companies in the Chicago region 40,000

Resident Association of Greater Englewood

6620 South Union Avenue
Chicago,IL60621
  PC To support general operations 155,000

Resources Legacy Fund

555 Capitol Mall
Sacramento,CA95814
  PC To support equitable implementation of the California Plastic Producer Responsibility Act 100,000

Rewild

PO Box 129
Austin,TX78767
  PC To support Bahamas Protected Areas Fund's work for alternative funding sources for Bahamas MPAs 265,000

Rockefeller Philanthropy Advisors

90 Church Street
New York,NY10036
  PC To provide technical assistance, policy expertise, and financial support to Midwest communities transitioning away from a dependence on fossil fuel extraction. 500,000

Rockefeller Philanthropy Advisors

90 Church Street
New York,NY10036
  PC To coordinate climate-first donors to have a bigger impact on reducing greenhouse gas (GHG) emissions and improving water outcomes in American agriculture 5,000,000

Rogue Climate

PO Box 1980
Phoenix,OR97535
  PC To ensure robust community engagement in critical issues impacting the Coos Bay estuary 135,000

Roots & Culture Contemporary Artcenter

1034 N Milwaukee Ave
Chicago,IL60642
  PC To support capacity building for roots and culture contemporary artcenter. 50,000

San Diego Audubon Society

4010 Morena Boulevard Ste 100
San Diego,CA92117
  PC To support the ReWild Mission Bay campaign to enhance and restore natural wetlands for cleaner water, climate resiliency, carbon sequestration, and improved public access. 347,300

San Diego Food System Alliance

845 15th Street Suite 103 Office 3
San Diego,CA92101
  PC To support the development and implementation of the Local Food Economy Lab and tailored business services to support local seafood in San Diego. 217,150

San Diego Unified Port District

3165 Pacific Highway
San Diego,CA92101
  GOV To support Eelgrass Blue Carbon research 250,000

Santa Monica Community College District

1900 Pico Boulevard
Santa Monica,CA90405
  GOV To develop and launch an Aquaculture Certificate Program to help to train the emerging aquaculture workforce in Southern California. 175,000

Save the Waves Coalition

849 Almar Avenue Suite C 163
Santa Cruz,CA95060
  PC To support general operations 5,000

SECORE International Inc

4673 Northwest Parkway
Hilliard,OH43026
  PC To support SECORE's work in sustaining coastal resilience and livelihoods of communities in the Caribbean through larval based coral restoration and enhancement. 419,176

Sentient Media

18 Bartol Street 1150
San Francisco,CA94133
  PC to support Animal Agriculture coverage in the Midwest and provide communication support 100,000

Serendipity Theatre Company dba 2nd Story

3001 West Lawrence Avenue
Chicago,IL60625
  PC To provide capacity building support as 2nd Story builds a program to teach and train the Chicago nonprofit arts ecosystem about pay equity. 80,000

Shedd Aquarium Society

1200 South Lake Shore Drive
Chicago,IL60605
  PC To support general operations 5,000

Shedd Aquarium Society

1200 South Lake Shore Drive
Chicago,IL60605
  PC To formalize collaborative partnerships with Bahamian academic institutions and non-governmental environmental organizations to help address the biodiversity conservation management needs. 42,768

SmartFish Rescate de Valor

General Manuel Mrquez de Len 2395
La Paz    
MX
  PC To scale-up Grantee's value rescue model implementation in Baja California Sur, using markets to drive economic, social and environmental improvements in small-scale fisheries 750,000

Social and Environmental Entrepreneurs

23564 Calabasas Road Suite 201
Calabasas,CA91302
  PC To support the 4th Annual Strategic Convening on Energy Democracy 40,000

Social Good Fund

12651 San Pablo Ave 5473
Richmond,CA94805
  PC to support the implementation of Design Trust Chicago's Sustainable Business and Revenue Plan during its pilot phase and ensure the continuance of the organization's core programs and operational activities during the transitional period. 100,000

Socially Responsible Agricultural Project Inc

249 Liberty Street Northeast Suite
Salem,OR97301
  PC To support JEDL learning for their Training of Trainers (ToT) model 15,000

Sociedad de Historia Natural Niparaja AC

Av Revolucin de 1910 430
Colonia Esterito CP 23020
La Paz    
MX
  PC To support Niparaja's Marine Conservation and Sustainable Fisheries programs 175,000

Sola Gratia Farm

2200 Philo Road
Urbana,IL61802
  PC To support the Sola Gratia Farm expansion 100,000

South East Chicago Commission

1511 East 53rd Street
Chicago,IL60615
  PC To support general operations 84,000

South Side Community Arts Center

3831 S Michigan Ave
Chicago,IL60653
  PC To support hiring a membership/programs manager and boost artists and exhibition programming. 90,000

Southeast Environmental Task Force

13300 S Baltimore Ave
Chicago,IL60633
  PC To support general operations 15,000

Southernmost Illinois Delta Region Empowerment Zone

330 Enterprise Ln
Mounds,IL62964
  PC To support Rise Community Market 245,000

Southwest Wetlands Interpretive Association

PO Box 575
Imperial Beach,CA91932
  PC To support building collaborative capacity in a tri-national watershed 227,500

Spay Arkansas Inc

1909 West Huntsville Ave
Springdale,AR72762
  PC To support general operations 100,000

Springboard for the Arts

262 University Ave W
St Paul,MN55103
  PC To launch the Rural Regenerators Fellowship and lay the groundwork for Fergus Falls to become the home for the Center for Rural Creativity and Regeneration 375,000

Star Farm Chicago

934 West 50th Place
Chicago,IL60609
  PC To support general operations 75,000

Steppenwolf Theatre Co

1650 North Halsted Street
Chicago,IL60614
  PC To support general operations 100,000

Stronger America Through Seafood Inc (SATS)

1209 Orange Street
Wilmington,DE19801
  NC To develop and execute an aquaculture media strategy based upon the creation and broad distribution of educational materials that constitute nonpartisan analysis, study, or research 130,000

Sunrise County Economic Council

7 Ames Way
Machias,ME04654
  PC To restore the productivity and resilience of Half Moon Cove, a key coastal ecosystem that once provided sustenance and spiritual services to the Passamaquoddy tribe. 57,150

Surfrider Foundation

942 Calle Negocio
San Clemente,CA92673
  PC To support the San Onofre Living Shorelines project 97,000

Surfrider Foundation

942 Calle Negocio
San Clemente,CA92673
  PC To support coastal resilience and ocean plastics pilots in OR and WA 189,580

Sweet Water Foundation Inc

5749 S Perry Ave
Chicago,IL60621
  PC To support general operations 250,000

TaskForce Prevention & Community Services

9 North Cicero Avenue
Chicago,IL60644
  PC To support general operations 100,000

Teamwork Englewood

815 West 63rd Street
Chicago,IL60621
  PC To provide teamwork Englewood support for E.G Woode 175,000

TGi Movement

2500 West 63rd Street
Chicago,IL60629
  PC to support the operations and development of 63rd House programming, capacity, and team training 172,240

The Avalon Village Inc

24 Avalon Street
Highland Park,MI48203
  PC To support the construction of clean energy resilience hubs in Highland Park, MI. 250,000

The Black Star Project

3509 South King Drive
Chicago,IL60653
  PC To support general operations 75,000

The Chicago Scholars Foundation

247 South State Street
Chicago,IL60604
  PC To support the Emerge Summer Career & Leadership Program 6,000

The Experimental Station 6100 Blackstone

6100 S Blackstone Avenue
Chicago,IL60637
  PC To support general operations 250,000

The Firehouse Community Arts Center

2111 S Hamlin Avenue
Chicago,IL60623
  PC To support general operations 200,000

The Food Project Association DBA FarmSTAND

10 Lewis Street
Lincoln,MA01773
  PC To support general operations 300,000

The Franklin and Eleanor Roosevelt Institute

570 Lexington Avenue 5th Floor
Brooklyn,NY11221
  PC To provide follow-on support to the Roosevelt Institute from Round 2 of the Cap 2.0 exploratory portfolio 300,000

The Minneapolis Foundation

80 South 8th Street
Minneapolis,MN55402
  PC To strengthen the Midwest Environmental Justice Network's capacity and ability to support its partners in accessing federal benefits. 500,000

The Minneapolis Foundation

80 South 8th Street
Minneapolis,MN55402
  PC To support the RE-AMP Network's collaboration with frontline organizations to advance equitable climate and clean energy policy across the Midwest. 500,000

The Minneapolis Foundation

80 South 8th Street
Minneapolis,MN55402
  PC To build climate policy and project capacity in Midwestern environmental justice organizations through grants, technical assistance, peer learning, and program support. 500,000

The Minneapolis Foundation

80 South 8th Street
Minneapolis,MN55402
  PC To support the Just Culture Fund that will support the health and wellbeing of staff in climate and environmental justice organizations across the Midwest 250,000

The National Museum of Puerto Rican Arts and Culture

3015 West Division Street
Chicago,IL60622
  PC To support general operations 100,000

The Nature Conservancy

4245 N Fairfax Drive Suite 100
Arlington,VA22203
  PC To support restorative aquaculture science 145,760

The Nature Conservancy

4245 N Fairfax Drive Suite 100
Arlington,VA22203
  PC To support general operations 500

The Nature Conservancy

4245 N Fairfax Drive Suite 100
Arlington,VA22203
  PC To support the SOAR program 936,560

The Nature Conservancy

4245 N Fairfax Drive Suite 100
Arlington,VA22203
  PC To support hiring a new climate staff position that would engage in and support blue carbon ecosystem restoration projects in Maine 168,200

The Night Ministry

1735 North Ashland Avenue
Chicago,IL60622
  PC To support general operations 5,000

The Perry Institute for Marine Science Inc

5356 Main Street Suite 2
Waitsfield,VT05673
  PC To expand on local efforts to develop a national framework for addressing Stony Coral Tissue Loss Disease (SCTLD) to reduce its spread and minimize its impacts. 399,959

The Perry Institute for Marine Science Inc

5356 Main Street Suite 2
Waitsfield,VT05673
  PC Advancing sustainable fisheries in The Bahamas by developing national-focused fisheries sustainability standards. 109,572

The Stewardship Network

416 Long Shore Dr
Ann Arbor,MI48105
  PC To fund the completion and launch of the "Mysterious World of Bull Kelp" web story 75,000

Thunder Valley Community Development Corporation

PO Box 290 290 Empowerment Dr
Porcupine,SD57772
  PC To increase access to clean energy and strengthen resilience on the Pine Ridge Reservation. 250,000

Tides Center

PO BOX 29907
San Francisco,CA94129
  PC To support the Renewing Sovereignty Project and cover associated costs. 150,000

Tillamook Estuaries Partnership

613 Commercial Street
Garibaldi,OR97118
  PC To support data-sharing and adaptive management for ocean acidification and hypoxia in Tillamook Bay. 161,000

Transforming Power Fund

4882 Silver Oak Street
Dayton,OH45424
  PC To seed and strengthen the Climate Justice Pooled Fund 250,000

Tree House Humane Society

7225 N Western Ave
Chicago,IL60645
  PC To support general operations 100,000

U S Green Building Council-Illinois Chapter DBA Illinois Green Alliance

222 West Merchandise Mart Plaza
Chicago,IL60654
  PC To support JEDI learnings for IGA's EDI-focused mentorship program. 15,000

U S Green Building Council-Illinois Chapter DBA Illinois Green Alliance

222 West Merchandise Mart Plaza
Chicago,IL60654
  PC To support the Building Energy Resource Hub 75,000

U S Green Building Council-Illinois Chapter DBA Illinois Green Alliance

222 West Merchandise Mart Plaza
Chicago,IL60654
  PC To support Illinois Green Alliance's the HUB project. 75,000

United Congregations of Metro East

13 Vieux Carre Drive
East St Louis,IL62203
  PC To support frontline representation in the implementation of the CEJA law in the state of Illinois. 100,000

United Way of Central Indiana

2955 North Meridian Street ste 300
Indianapolis,IN46208
  PC To support the work of the Grantee's hosted project JumpIN to plan for and seed of a Food Fund for the City of Indianapolis 55,000

United Way of Metropolitan Chicago

333 South Wabash Avenue 30th Floor
Chicago,IL60604
  PC To support United Way's Initiative, 211 Metro Chicago 75,000

University of California at Santa Barbara

3227 Cheadle Hall
Santa Barbara,CA93106
  PC To support parametric fisheries insurance as a tool for conservation 461,325

University of Illinois Foundation

1305 W Green St
Urbana,IL61801
  PC To support the State of Illinois as it pursues federal funding for clean energy and workforce programs. 250,000

University of Maine Foundation

2 Alumni Place
Orono,ME04573
  PC To support a prototype student internship program to expand the reach of the Maine Climate Science Information Exchange 57,748

University of Maine Foundation

2 Alumni Place
Orono,ME04573
  PC To support the development of cost effective and scalable kelp cultivation strategies for deep-water exposed growing areas 421,500

University Of Minnesota Foundation

200 Oak St SE
Minneapolis,MN55455
  PC To support Veterinarian Module on antibiotics stewardship 50,000

University of Mississippi

Office of Research and Sponsored Pr
100 Barr Hall PO Box 1848
University,MS38677
  PC To develop a Living Database for State-Level US Marine Aquaculture Policy 163,257

University of Southern California

3551 Trousdale Parkway
Los Angeles,CA90015
  PC To support Giant Kelp Research and Restoration on Catalina Island 146,475

University of Southern Mississippi Research Foundation

118 College Dr 8959
Hattiesburg,MS39406
  SO I To support the USM Research Foundation in establishing and growing its new Gulf Blue Accelerator program (GBA). 275,000

Urban Juncture Foundation

300 E 51st St
Chicago,IL60615
  PC To support the Creative Incubator at The Forum. 200,000

Virginia Organizing

703 Concord Avenue
Charlottesville,VA22903
  PC To support the Healing Justice Fund 5,000

Vote Solar

360 22nd Street
Oakland,CA94612
  PC To provide technical expertise and policy support in aide of CEJA Implementation in IL. 100,000

Vote Solar

360 22nd Street
Oakland,CA94612
  PC To support the development of the Clean Energy Jobs and Justice Fund. 100,000

Vote Solar

360 22nd Street
Oakland,CA94612
  PC To provide technical expertise and policy advocacy in support of CEJA implementation in IL. 50,000

Walton Family Foundation

PO Box 2030
Bentonville,AR72712
  PF To support Grantee's Environment Program grantmaking to move the Midwest towards a more sustainable future with more climate smart and water smart agricultural practices 9,500,000

Washington Maritime Blue

1900 W Nickerson St
Seattle,WA98119
  PC To support operational capacity as WMB develops stronger internal capacity and structure to manage their rapid growth. 300,000

Water Foundation

555 Capitol Mall
Sacramento,CA95814
  PC To support the Health, Climate, and Equity Convening costs 30,000

Waterkeeper Alliance Inc

180 Maiden Ln
New York,NY10038
  PC To develop and implement a large-scale mangrove restoration effort to remediate the damage caused by Hurricane Dorian 296,125

We Want Green Too

3007 Pennsylvania Street
Detroit,MI48214
  PC To reduce the energy burden and the resultant public health stressors in the low-income community of District 5 (48214) in Detroit, Michigan 175,000

WESPO Inc Dba California Environmental Associates

235 Montgomery Street Suite 950
San Francisco,CA94104
  NC To support the 2023 and 2025 editions of the Our Shared Seas ocean funding report 100,000

Wild Salmon Center

721 NW 9th Ave
Portland,OR97209
  PC To support work to restore estuaries on the Oregon coast 250,000

WILDCOAST

2120 Jimmy Durante Boulevard
Del Mar,CA92014
  PC To conserve 321 acres of mangroves ecosystems that store at least 40,158 tons of carbon in the Bay of La Paz, Mexico through management and restoration 150,000

WILDCOAST

2120 Jimmy Durante Boulevard
Del Mar,CA92014
  PC To support ongoing blue carbon restoration and protection in San Diego 330,000

Windward Fund

1828 L Street Northwest Suite 300
Washington,DC20036
  PC To support innovative solutions to climate justice in rural communities across the Midwest. 500,000

Windward Fund

1828 L Street Northwest Suite 300
Washington,DC20036
  PC To support nature-based solutions to climate, health, and equity in the Western Lake Michigan basin 250,000

Windward Fund

1828 L Street Northwest Suite 300
Washington,DC20036
  PC To support organizations that are advancing equitable building electrification in frontline communities across the Midwest. 500,000

World Resources Institute

10 G Street Northeast Suite 800
Washington,DC20002
  PC To support the Cool Food Initiative to scale plant-based food consumption in the US by influencing institutions 250,000

Wormfarm Institute Incorporated

28 East Main St
Reedsburg,WI53959
  PC To onboard new staff and bring its year-round team closer to sustainable capacity, to realize a series of "test plots" during the 2023 growing season, and to plan for the 2024 Farm/Art DTour and begin a strategic/ succession plan that will outline goals and organizational direction for the next 3 years. 175,000

Wormfarm Institute Incorporated

28 East Main St
Reedsburg,WI53959
  PC To support rural urban flow operations 50,000

Wormfarm Institute Incorporated

28 East Main St
Reedsburg,WI53959
  PC To support the planning and discovery phase of the Witwen Campus preservation and development in Sauk County, WI. 80,000

YMCA of Metropolitan Chicago

1030 W Van Buren Street
Chicago,IL60607
  PC To support general operations 25,000
Total .................................right arrow 3a 81,706,966
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 36,984,198  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
523000 482 18 -85,253,806  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPass-through - Other Income/(Loss)
523000 -163,158 14 2,698,331  
bNorthern Trust - Other Income/(Loss)     14 890,840  
cRecoveries of Prior Year Grants         1,724
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -162,676 -44,680,437 1,724
13Total. Add line 12, columns (b), (d), and (e)..................
13
-44,841,389
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
11c AMOUNT REPRESENTS REFUNDS OF UNUSED GRANT FUNDS TREATED AS QUALIFYING DISTRIBUTIONS IN PRIOR YEARS.
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
Yes
 
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
1a(1) 130,000 Stronger America Through Seafood Inc To develop and execute an aquaculture media strategy based upon the creation and broad distribution of educational materials that constitute nonpartisan analysis, study, or research
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v5.1


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
Builders Initiative Foundation
 
Employer identification number

82-1503941
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
Builders Initiative Foundation
 
Employer identification number
82-1503941
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
LUKAS T WALTON
 
PO BOX 1860
 
BENTONVILLE, AR72712

$ 22,132,500


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
LUKAS T WALTON
 
PO BOX 1860
 
BENTONVILLE, AR72712

$ 499,635,142


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
WALTON FAMILY FOUNDATION
 
PO BOX 1860
 
BENTONVILLE, AR72712

$ 40,113,100


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
4
LUKAS T WALTON
 
PO BOX 1860
 
Bentonville, AR72712

$ 2,272,427


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
5
LUKAS T WALTON
 
PO BOX 1860
 
Bentonville, AR72712

$ 544,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
Builders Initiative Foundation
 
Employer identification number

82-1503941
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
156,000 SHARES OF PUBLICLY TRADED SECURITIES $ 22,132,500 2023-02-27
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
2
2,216,070 SHARES OF PUBLICLY TRADED SECURITIES $ 499,635,142 2023-05-15
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
5
100% partnership interest in LLC $ 544,000 2023-07-03
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
Builders Initiative Foundation
 
Employer identification number

82-1503941
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v5.1

TY 2023 AccountingFeesSchedule
Name:
Builders Initiative Foundation
EIN:
82-1503941
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 132,400     132,400

TY 2023 AllOthProgRltdInvestmentsSch
Name:
Builders Initiative Foundation
EIN:
82-1503941
Software ID:
23017437
Software Version:
2023v5.1
Category Amount
Loan to Taylor's Tacos - To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region that are owned or led by entrepreneurs of color in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education. 10,000
Loan to T. Loren Studio Inc - To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region that are owned or led by entrepreneurs of color in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education. 10,000

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 ExpenditureResponsibilityStmt
Name:
Builders Initiative Foundation
EIN:
82-1503941
Software ID:
23017437
Software Version:
2023v5.1
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
548 Foundation Inc
 
700 North Larrabee Street
Chicago,IL60654
2023-10-01 200,000 To support equitable workforce development on Chicago's West Side. 62,680 NONE 04/18/2024 2024-04-18 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
Asociacion Mexicana de Ostricultores (AMEXO)
 
36 Ignacio Allende
La Paz    
MX
2023-11-23 69,500 To educate economically and environmentally challenged communities in the Pacific region and Sea of Cortez to engage in sustainable oyster aquaculture 6,654 NONE 01/01/2024 2024-01-01 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
Bahamas Reef Environment Educational Foundation
 
11 Caves Village Professional Cent
Nassau    
BF
2023-11-22 200,363 To support the ocean resources, biodiversity and potential for a healthy blue economy in The Bahamas 11,929 NONE 03/31/2024 2024-03-31 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
BISSELL Pet Foundation
 
2345 Walker Ave NW
Grand Rapids,MI49544
2022-12-16 200,000 To support the Empty the Shelters program 100,000 NONE 02/03/2023, 03/06/2024 2024-03-26 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
Black Figures Bookstore
 
1355 W Chicago Ave STE A
Chicago,IL60642
2023-07-21 10,000 To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region that are owned or led by entrepreneurs of color in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education. 10,000 NONE 04/28/2024 2024-04-28 THE BORROWER HAS PROVIDED THE FOUNDATION WITH A REPORT STATING THAT IT HAS COMPLIED WITH THE TERMS OF THE FOUNDATION'S LOAN THROUGH ITS MOST RECENT YEAR-ENDING DECEMBER 31, 2023. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY.
California State Wildlife Foundation
 
201 University Avenue Berth H-43
Berkeley,CA94710
2022-11-04 299,396 To support and cultivate an Indigenous-led working group focused on nature-based coastal adaptation strategies in San Diego County. 163,296 NONE 08/15/2023; 08/14/2024 2024-08-14 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
Carbon Counts Tech PBC
 
58A FAYERWEATHER ST
Cambridge,MA02138
2020-12-17 750,000 A PROGRAM RELATED INVESTMENT (PRI) IN SAFE PREFERRED STOCK OF CARBON COUNTS TECH, PBC (COMPANY) IS BEING MADE TO ENABLE THE COMPANY TO DEVELOP AND OPERATE TOOLS TO EMPOWER AND MOTIVATE CONSUMERS TO TAKE SMALL STEPS DAILY THAT EDUCATE AND INFORM CONSUMERS OF THE ENVIRONMENTAL IMPACT OF THEIR BEHAVIOR AND SPENDING DECISIONS, AND PRACTICAL MECHANISMS AND OPPORTUNITIES FOR CONSUMERS TO MODIFY THEIR BEHAVIOR TO MEASURABLY CONTRIBUTE TO A REDUCTION IN GREENHOUSE GAS EMISSIONS, PURCHASE CARBON OFFSETS, AND BECOME CARBON NEUTRAL, ALL IN FURTHERANCE OF THE CHARITABLE PURPOSES OF COMBATTING ENVIRONMENTAL DETERIORATION AND EDUCATING THE PUBLIC. 750,000 NONE 09/28/2021; 08/01/2022; 10/04/2023; 10/31/2024 2024-10-31 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH A LETTER STATING THAT IT HAS COMPLIED WITH THE TERMS OF THE FOUNDATION'S GRANT THROUGH ITS MOST RECENT YEAR-ENDING DECEMBER 31, 2023. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY.
Coral Vita Inc
 
1851 Sunset Blvd
San Diego,CA92103
2020-08-04 1,000,000 A PROGRAM-RELATED INVESTMENT (PRI) OF A CONVERTILE PROMISSORY NOTE IN CORAL VITA, INC. IS BEING MADE TO PROTECT, SUSTAIN AND PRESERVE THE NATURAL ENVIRONMENT BY SUPPORTING CORAL REEF RESTORATION IN TROPICAL REGIONS IN ORDER TO PROMOTE CLIMATE RESILIENCE FOR VULNERABLE COASTAL AND OCEAN ECOSYSTEMS, HABITATS AND COMMUNITIES. 1,000,000 NONE 07/19/2021; 06/26/2022; 06/29/2023; 07/16/2024 2024-07-16 THE BORROWER HAS PROVIDED THE FOUNDATION WITH A REPORT STATING THAT IT HAS COMPLIED WITH THE TERMS OF THE FOUNDATION'S LOAN THROUGH ITS MOST RECENT YEAR-ENDING DECEMBER 31, 2023. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY.
Dinobi Detergent LLC
 
3442 S Prairie Avenue
Chicago,IL60616
2023-09-25 10,000 To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region that are owned or led by entrepreneurs of color in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education. 10,000 NONE 04/27/2024 2024-04-27 THE BORROWER HAS PROVIDED THE FOUNDATION WITH A REPORT STATING THAT IT HAS COMPLIED WITH THE TERMS OF THE FOUNDATION'S LOAN THROUGH ITS MOST RECENT YEAR-ENDING DECEMBER 31, 2023. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY.
Greenprint Partners
 
17 N State Street Suite 1400
Chicago,IL60602
2022-06-24 500,000 To support the deployment of green infrastructure solutions to flooding in Milwaukee frontline communities. 338,060 NONE 02/22/2023; 03/15/2024 2024-03-15 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
Ocean Strategies Inc
 
1122 E Pike St 761
Seattle,WA98122
2023-10-09 355,000 To support strategic engagement and education at the state, regional, and national level of the benefits of restorative aquaculture 95,250 NONE 03/01/2024 2024-03-01 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
Ocean Strategies Inc
 
1122 E Pike St 761
Seattle,WA98122
2022-10-28 307,800 To support strategic engagement and education at the state and national level of the benefits of restorative aquaculture 307,800 NONE 03/27/2023; 03/01/2024 2024-03-01 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
Oregon Coast Visitors Association
 
208 Main Avenue
Tillamook,OR97141
2023-10-11 149,950 To support the Oregon Ocean Cluster Initiative to keep Oregon seafood local. 21,374 NONE 10/15/2024 2024-10-15 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
Pacific Coast Shellfish Growers Association
 
120 State Avenue Northeast
Olympia,WA98501
2021-12-10 400,000 Social License for Shellfish Aquaculture in WA and OR 322,767 NONE 04/01/2022, 03/23/2023, 08/28/2024 2024-08-28 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
Pashko Inc
 
222 Simons Road
Ancram,NY12502
2021-02-03 750,000 A PROGRAM RELATED INVESTMENT (PRI) OF A CONVERTIBLE PROMISSORY NOTE IN PASKHO INC. IS BEING MADE TO FOSTER ECONOMIC EMPOWERMENT AND JOB CREATION FOR SKILLED CRAFTSPEOPLE IN THE UNITED STATES WHOSE INDUSTRIES HAVE BEEN DECIMATED BY THE AUTOMATION AND OVERSEAS TRANSFER OF MANUFACTURING AND PRODUCTION. 750,000 NONE 08/09/2022; 11/02/2023 2023-11-02 The borrower dissolved operations in 2023. The foundation has no reason to doubt that these program-related investment loan funds have been used for anything other than their intended charitable purpose.
Pfleger Institute of Environmental Research (PIER)
 
315 Harbor Drive South Suite B
Oceanside,CA92054
2022-06-24 343,788 To support the expansion of sustainable domestic fishing opportunities for swordfish. 259,773 NONE 03/15/2023, 04/12/2024 2024-04-12 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
Reharvest Partners II
 
6410 Ruffin Road
Chevy Chase,MD20815
2021-12-17 786,992 A program related investment (PRI) of a promissory note in Reharvest Partners II is being made to provide working capital funds to pay farmers for environmental outcomes (CO2e reduced and sequestered and reduced nitrogen and phosphorus runoff) associated with the implementation of new conservation practices. 786,992 NONE 10/31/2022, 08/17/2023, 05/08/2024 2024-05-08 THE BORROWER HAS PROVIDED THE FOUNDATION WITH A REPORT STATING THAT IT HAS COMPLIED WITH THE TERMS OF THE FOUNDATION'S LOAN THROUGH ITS MOST RECENT YEAR-ENDING DECEMBER 31, 2023. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY.
Stronger America Through Seafood Inc
 
1209 Orange Street
Wilmington,DE19801
2022-02-18 108,000 To support the Aquaculture Media Strategy 108,000 NONE 03/23/2023, 03/27/2024 2024-03-27 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
Stronger America Through Seafood Inc
 
1209 Orange Street
Wilmington,DE19801
2023-02-24 130,000 To develop and execute an aquaculture media strategy based upon the creation and broad distribution of educational materials that constitute nonpartisan analysis, study, or research 130,000 NONE 03/07/2024 2024-03-07 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
Taylor's Tacos
 
1512 West Taylor Street
Chicago,IL60607
2023-01-01 10,000 To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region that are owned or led by entrepreneurs of color in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education. 10,000 NONE 04/27/2024 2024-04-27 THE BORROWER HAS PROVIDED THE FOUNDATION WITH A REPORT STATING THAT IT HAS COMPLIED WITH THE TERMS OF THE FOUNDATION'S LOAN THROUGH ITS MOST RECENT YEAR-ENDING DECEMBER 31, 2023. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY.
The Investment Integration Project
 
5 Union Square West
New York,NY10003
2022-12-16 125,000 To provide one-time support to The Investment Integration Project as part of the Capitalism 2.0 strategic inquiry 125,000 NONE 02/22/2023, 10/11/2024 2024-10-11 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
T Loren Studio Inc
 
2401 W 63rd Street
Woodridge,IL60517
2023-02-27 10,000 To support the business activities of local small businesses that are contributing to the creative economy in the greater Chicago region that are owned or led by entrepreneurs of color in order to relieve poverty and distress, work towards elimination of prejudice and discrimination, combat community deterioration, and advance education. 10,000 NONE 05/09/2024 2024-05-09 THE BORROWER HAS PROVIDED THE FOUNDATION WITH A REPORT STATING THAT IT HAS COMPLIED WITH THE TERMS OF THE FOUNDATION'S LOAN THROUGH ITS MOST RECENT YEAR-ENDING DECEMBER 31, 2023. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE ABOVE REPORTS; THEREFORE, FURTHER VERIFICATION BY THE FOUNDATION WAS DEEMED UNNECESSARY.
VegFund
 
PO BOX 60042
Washington,DC20039
2022-09-16 173,000 Support to US based Veg Fests 173,000 NONE 03/16/2023, 12/03/2023 2023-12-03 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
WALTON FAMILY FOUNDATION
 
PO BOX 1860
BENTONVILLE,AR72712
2022-03-25 15,500,000 To support Grantee's Environment Program grantmaking to move the Midwest towards a more sustainable future with more climate smart and water smart agricultural practices 15,385,950 NONE 10/25/2023; 10/3/2024 2024-10-03 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
WESPO INC
 
235 Montgomery Street Suite 950
San Francisco,CA94104
2023-08-25 100,000 To support the 2023 and 2025 editions of the Our Shared Seas ocean funding report 100,000 NONE 06/17/2024 2024-06-17 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
WORLD ECONOMIC FORUM
 
Route de la Capite
Cologny    
SZ
2022-11-30 350,000 Support the Launch Phase of the 1000 Ocean Startups Lighthouse (secretariat) and the work of the Ocean Action Agenda's Accelerating Ocean Innovation impact pillar. 350,000 NONE 10/03/2023, 06/24/2024 2024-06-20 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.

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TY 2023 GainLossSaleOtherAssetsSch
Name:
Builders Initiative Foundation
EIN:
82-1503941
Software ID:
23017437
Software Version:
2023v5.1
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
156,000 SHARES OF PUBLICLY TRADED SECURITIES         22,022,732 22,132,500     -109,768  
2,216,070 SHARES OF PUBLICLY TRADED SECURITIES         437,427,676 499,635,142     -62,207,466  
NORTHERN TRUST CASH ACCOUNT - VARIOUS STOCKS   P     3,162,215 3,206,511     -44,296  
NORTHERN TRUST CASH ACCOUNT - VARIOUS STOCKS   P     47,830,969 48,769,514     -938,545  
NORTHERN TRUST WORLD EX - CAPITAL GAIN DISTRIBUTIONS   P     1,666       1,666  
NORTHERN TRUST R1000 - CAPITAL GAIN DISTRIBUTIONS   P     866       866  
NORTHERN TRUST TIAA BONDS - VARIOUS STOCKS   P     598,311,376 603,473,477     -5,162,101  
NORTHERN TRUST TIAA BONDS - VARIOUS STOCKS   P     29,548,757 33,801,753     -4,252,996  
NORTHERN TRUST FTSE TPI - COMMON TRUST FUND DISTRIBUTIONS   P     773       773  
NORTHERN TRUST FTSE TPI - VARIOUS STOCKS   P     161,700,965 156,418,689     5,282,276  
NORTHERN TRUST FTSE TPI - CAPITAL GAIN DISTRIBUTIONS   P     30,605       30,605  
NORTHERN TRUST FTSE TPI - VARIOUS STOCKS   P     95,650,116 92,504,582     3,145,534  
NORTHERN TRUST RBC GLOBAL - VARIOUS STOCKS   P     336,380,181 336,600,304     -220,123  
NORTHERN TRUST RBC GLOBAL - SECTION 1256 LOSS   P       389,655     -389,655  
NORTHERN TRUST RBC GLOBAL - SECTION 1256 LOSS   P       584,482     -584,482  
NORTHERN TRUST RBC GLOBAL - VARIOUS STOCKS   P     6,460,439 6,616,174     -155,735  
NORTHERN TRUST CLEAN ENERGY FUND - VARIOUS STOCKS   P     4,580,714 4,913,057     -332,343  
PASS-THROUGH GAIN/LOSS   P     316,890       316,890  
PASS-THROUGH GAIN/LOSS   P       19,498,292     -19,498,292  
NORTHERN TRUST TIAA BONDS - VARIOUS STOCKS   P     259,376,105 259,512,237     -136,132  

TY 2023 InvestmentsCorpStockSchedule
Name:
Builders Initiative Foundation
EIN:
82-1503941
Software ID:
23017437
Software Version:
2023v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
Publicly Traded Securities 4,100 445
Carbon Counts Tech PBC - Program Related Investment 750,000 750,000

TY 2023 InvestmentsOtherSchedule2
Name:
Builders Initiative Foundation
EIN:
82-1503941
Software ID:
23017437
Software Version:
2023v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
NT - INVESTMENT ACCOUNT AT COST 472,104,642 507,960,710
NT - R1000 ACCOUNT AT COST 767 770
NT - WORLD EX ACCOUNT AT COST 130,396 1,023,431
NT - TIAA BONDS ACCOUNT AT COST 359,999,377 354,757,386
NT - FTSE TPI AT COST 530,639,537 691,007,792
NT - RBC AT COST 0 0
NT - RBC Global AT COST 80,787,698 80,441,319
NT - Clean Energy Fund AT COST 77,778,814 83,633,627

TY 2023 LandEtcSchedule2
Name:
Builders Initiative Foundation
EIN:
82-1503941
Software ID:
23017437
Software Version:
2023v5.1
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Land 570,561   570,561 570,561


TY 2023 LegalFeesSchedule
Name:
Builders Initiative Foundation
EIN:
82-1503941
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 93,214 56,795   36,419


TY 2023 OtherExpensesSchedule
Name:
Builders Initiative Foundation
EIN:
82-1503941
Software ID:
23017437
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 92,503     92,503
MISCELLANEOUS 670     670
PASS-THROUGH - OTHER DEDUCTIONS 4,205,192 4,205,184    
Pass-through - Nondeductible Expenses 10,364      


TY 2023 OtherIncomeSchedule2
Name:
Builders Initiative Foundation
EIN:
82-1503941
Software ID:
23017437
Software Version:
2023v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Northern Trust - Other income/(loss) 890,840 890,840  
Pass-through - Other income/(loss) 2,535,173 2,698,331  
Recoveries of Prior Year Grants 1,724    


TY 2023 OtherIncreasesSchedule
Name:
Builders Initiative Foundation
EIN:
82-1503941
Software ID:
23017437
Software Version:
2023v5.1
Description Amount
FMV of Donated LLC Interest Adjustment recorded on tax, not for books 30,548


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TY 2023 OtherNotesLoansRcvblLongSch
Name:
Builders Initiative Foundation
EIN:
82-1503941
Software ID:
23017437
Software Version:
2023v5.1

Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
Coral Vita Inc - Convertible Promissory Note Program-Related Investment 1,000,000 1,000,000 2020-08 2022-08 Following the second anniversary of the initial closing 600 % None To protect, sustain, and preserve the natural environment by supporting coral reef restoration. Cash 1,000,000
Reharvest Partners II LLC Program-Related Investment 1,000,000 0 2021-12 2026-12 PRINCIPAL AND INTEREST DUE AND PAYABLE AT MATURITY 100 % None TO FOSTER ENVIRONMENTAL CONSERVATION AND PROTECTION AND RURAL ECONOMIC DEVELOPMENT. Cash  
Pashko Program-Related Investment 750,000 0 2021-02 2024-02 Following the third anniversary of the initial closing 100 % None TO FOSTER ECONOMIC EMPOWERMENT AND JOB CREATION FOR SKILLED CRAFTSPEOPLE IN THE UNITED STATES . Cash 0
Best Friends Animal Society Program-Related Investment 2,500,000 2,000,000 2021-12 2025-09 $500,000 DUE 9/30/23 ; $500,000 DUE 9/30/24; $1,500,000 DUE 9/30/25 0 % None To help construct a pet resource center in Bentonville, Arkansas . Cash 2,000,000
Black Figures Bookstore Program-Related Investment 10,000 10,000 2023-07 2026-07 MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST UNTIL MATURITY DATE 1075 % None To support businesses that are contributing to the creative economy in the greater Chicago region. Cash 10,000
Dinobi Detergent LLC Program-Related Investment 10,000 10,000 2023-09 2026-09 MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST UNTIL MATURITY DATE 1225 % None To support businesses that are contributing to the creative economy in the greater Chicago region. Cash 10,000
Taylor's Tacos Program-Related Investment 10,000 10,000 2023-01 2028-01 MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST UNTIL MATURITY DATE 1275 % None To support businesses that are contributing to the creative economy in the greater Chicago region. Cash 10,000
T Loren Studio Inc Program-Related Investment 10,000 10,000 2023-02 2028-02 MONTHLY PAYMENTS OF PRINCIPAL AND INTEREST UNTIL MATURITY DATE 1175 % None To support businesses that are contributing to the creative economy in the greater Chicago region. Cash 10,000

TY 2023 OtherProfessionalFeesSchedule
Name:
Builders Initiative Foundation
EIN:
82-1503941
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADMINISTRATOR AND MANAGEMENT FEES 1,428,758     1,428,758
INVESTMENT MANAGEMENT FEES 8,661,386 8,661,386    
CONSULTING FEES 546,679     546,679
PROFESSIONAL SERVICES 1,250     1,250


TY 2023 TaxesSchedule
Name:
Builders Initiative Foundation
EIN:
82-1503941
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 11,715,909      
NORTHERN TRUST - FOREIGN TAXES 1,349,487 1,349,487    
PASS-THROUGH - FOREIGN TAXES 527,273 527,273