Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 07-01-2022 , and ending 06-30-2023
BCheck if applicable:
CName of organization
BLUE MARBLE HOLDINGS CORPORATION
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
600 Atlantic Ave C/O HMC Inc
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Boston, MA022102203
D Employer identification number

23-7014581
E Telephone number

G Gross receipts $ 3,919,221
F Name and address of principal officer:
David A Stafford
600 Atlantic Ave C/O HMC Inc
Boston,MA022102203
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
N/A
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1986
M State of legal domicile: MA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: Invest funds for the benefit of President & Fellows of Harvard College, a related 501(c)(3) supported organization.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 3
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 0
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) .........   0
9 Program service revenue (Part VIII, line 2g) .........   0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 56,144,542 3,512,687
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)   0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 56,144,542 3,512,687
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...   0
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)   0
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 87,267 76,859
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 87,267 76,859
19 Revenue less expenses. Subtract line 18 from line 12....... 56,057,275 3,435,828
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 68,826,326 66,017,956
21 Total liabilities (Part X, line 26)............. 0 0
22 Net assets or fund balances. Subtract line 21 from line 20..... 68,826,326 66,017,956
Part II
Signature Block
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 officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: Blue Marble Holdings Corporation invests funds for the benefit of President & Fellows of Harvard College, a related 501(c)(3) supported organization.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 76,859 including grants of $ 0 ) (Revenue $ 0 )
Blue Marble Holdings Corporation invests funds for the benefit of President & Fellows of Harvard College, a related 501(c)(3) supported organization.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet76,859
Form 990 (2021)
Form 990 (2021)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part III..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. ...................
11a
 
No
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
List of Attached Documents:
// Content
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
List of Attached Documents:
// Content
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
1
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletAS , BR , CJ
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
3
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
0
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
MA
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletBertty Martinez600 Atlantic Ave   Boston,MA022102203 (617) 720-6734
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) KATHRYN I MURTAGH
 
DIRECTOR & SECRETARY
1.0
.................
59.0
X   X       0 2,252,121 46,222
(2) NIRMAL P NARVEKAR
 
DIRECTOR & PRESIDENT
1.0
.................
59.0
X   X       0 9,602,531 65,735
(3) SANJEEV DAGA
 
Director & Treasurer
1.0
.................
59.0
X   X       0 3,915,776 67,097




























Form 990 (2021)
Form 990 (2021)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 0 15,770,428 179,054
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
SOLUM PARTNERS LP

211 CONGRESS SREET
SUITE 200
BOSTON,MA02110
Investment Management  
SGGC CONSULTORIA EM GESTAO LTDA

GRUPO 610 AV ATAULFO DE PAIVA
  RIO DE JANEIRO22440032
BR
CONSULTING  
VTX CONSULTORIA EM GESTAO LTDA

RUA JERONIMO ERNESTO BARRICHELLO
RIO DAS PEDRASSP   13390000
BR
CONSULTING  
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 0
 Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f .....MediumBullet 0
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 3,320,860     3,320,860
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss) 0 0 6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 0 598,361 7a
b Less: cost or other basis and sales expenses 197,707 208,827 7b
c Gain or (loss) -197,707 389,534 7c
d Net gain or (loss).........MediumBullet 191,827     191,827
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See instructions.....MediumBullet 3,512,687 0 0 3,512,687
Form 990 (2021)
Form 990 (2021)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....    
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ...........        
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........        
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits .......        
10 Payroll taxes ...........        
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ...........        
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 0 0 0 0
12 Advertising and promotion ....        
13 Office expenses .......        
14 Information technology ......        
15 Royalties ..        
16 Occupancy ...........        
17 Travel ............        
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings ....        
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..        
23 Insurance ...        
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Tax & Filing Fees 185 185    
b Port. Deductions- K-1s 76,674 76,674    
c
d
e All other expenses 0 0 0 0
25 Total functional expenses. Add lines 1 through 24e 76,859 76,859 0 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1  
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net .............   4  
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............   8  
9 Prepaid expenses and deferred charges ......   9  
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 0
b Less: accumulated depreciation 10b 0 0 10c 0
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 ..... 68,398,835 12 66,017,866
13 Investments—program-related. See Part IV, line 11 .. 0 13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 427,491 15 90
16 Total assets. Add lines 1 through 15 (must equal line 33)... 68,826,326 16 66,017,956
Liabilities 17 Accounts payable and accrued expenses ..... 0 17 0
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 0 25 0
26 Total liabilities. Add lines 17 through 25.. 0 26 0
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions ..........   27  
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ... 496,059,667 30 496,059,667
31 Retained earnings, endowment, accumulated income, or other funds -427,233,341 31 -430,041,711
32 Total net assets or fund balances ........... 68,826,326 32 66,017,956
33 Total liabilities and net assets/fund balances ........ 68,826,326 33 66,017,956
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
3,512,687
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
76,859
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
3,435,828
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
68,826,326
5
Net unrealized gains (losses) on investments ...............
5
-4,079,210
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-2,164,988
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
66,017,956
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
 
No
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2021)
Form 990 (2021)
Additional Data


Software ID: 22016089
Software Version: 2022v5.0
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public
Inspection
Name of the organization
BLUE MARBLE HOLDINGS CORPORATION
 
Employer identification number

23-7014581
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................1
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) PRESIDENT AND FELLOWS OF HARVARD COLLEGE
 
042103580 2 Yes   7,744,261 0
Total
1
7,744,261 0
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
33 1/3% support test—2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3% support tests—2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
Yes
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
No
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
No
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
No
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
No
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
No
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
No
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
No
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
No
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
No
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described on 11a above?
11b
 
No
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
No
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
Yes
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
No
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2022 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2022
(iii)
Distributable
Amount for 2022
1 Distributable amount for 2022 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2022:
a From 2017.......  
b From 2018.......  
c From 2019.......  
d From 2020.......  
e From 2021.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2022 distributable amount  
i Carryover from 2017 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2022 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2022 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2022, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2022. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2023. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2018.....  
b Excess from 2019.....  
c Excess from 2020.....  
d Excess from 2021.....  
e Excess from 2022.....  
Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990) 2022


Additional Data


Software ID: 22016089
Software Version: 2022v5.0
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
BLUE MARBLE HOLDINGS CORPORATION
 
Employer identification number

23-7014581
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements        
d Equipment ....        
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet  
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........ 31,247,247 F
(3) Other
(A) Partnerships
34,770,619 F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 66,017,866
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PARTS I-XII THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS DO NOT INCLUDE A FIN 48 (ASC 740) FOOTNOTE RELATING TO THIS ENTITY.
Schedule D (Form 990) 2021


Additional Data


Software ID: 22016089
Software Version: 2022v5.0




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
BLUE MARBLE HOLDINGS CORPORATION
 
Employer identification number

23-7014581
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region
(f) Total expenditures
for and investments
in the region
Central America and the Caribbean     Program Services INVESTMENT 244,718
East Asia and the Pacific     Program Services INVESTMENT 31,002,529
East Asia and the Pacific     Program Services INVESTMENT MANAGEMENT 274,470
South America     Program Services INVESTMENT 3,000,000
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 34,521,717
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 34,521,717
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of noncash
assistance
(h) Description
of noncash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
noncash
assistance
(g) Description
of noncash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2022
Schedule F (Form 990) 2022
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EAST ASIA AND THE PACIFIC-Accrual; SOUTH AMERICA-Accrual
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2022
Additional Data


Software ID: 22016089
Software Version: 2022v5.0



Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
BLUE MARBLE HOLDINGS CORPORATION
 
Employer identification number

23-7014581
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1NIRMAL P NARVEKAR
 
DIRECTOR & PRESIDENT
(i)

(ii)
0
-------------
999,454
0
-------------
6,103,013
0
-------------
2,500,064
0
-------------
30,500
0
-------------
35,235
0
-------------
9,668,266
0
-------------
1,664,333
2KATHRYN I MURTAGH
 
DIRECTOR & SECRETARY
(i)

(ii)
0
-------------
629,299
0
-------------
1,600,000
0
-------------
22,822
0
-------------
30,500
0
-------------
15,722
0
-------------
2,298,343
0
-------------
0
3SANJEEV DAGA
 
Director & Treasurer
(i)

(ii)
0
-------------
777,454
0
-------------
3,115,500
0
-------------
22,822
0
-------------
30,500
0
-------------
36,597
0
-------------
3,982,873
0
-------------
0
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J, Part I LINE 4B THE DIRECTOR & PRESIDENT IS REQUIRED TO PROVIDE CONTINUED SERVICE TO HARVARD MANAGEMENT COMPANY, INC. THROUGH SPECIFIED DATES IN ORDER TO RECEIVE CERTAIN COMPENSATION. DURING CALENDAR YEAR 2022, N.P. NARVEKAR RECEIVED $2,496,500 AS REFLECTED IN COLUMN (B)(III).
Schedule J, Part I LINE 3 THE REPORTING ORGANIZATION DOES NOT COMPENSATE ITS DIRECTORS. HARVARD MANAGEMENT COMPANY, A RELATED ORGANIZATION, COMPENSATED THE REPORTING ORGANIZATION'S PRESIDENT FOR SERVICES PROVIDED TO HMC AS CEO OF THAT ORGANIZATION. THE REPORTING ORGANIZATION RELIED UPON HMC TO ESTABLISH THE PRESIDENT'S COMPENSATION. THE HMC AUDIT AND COMPENSATION COMMITTEE OF THE BOARD, ON AN ANNUAL BASIS, APPROVES PROPOSED AND FINAL COMPENSATION ARRANGEMENTS USING COMPARABILITY DATA AS WELL AS CONTEMPORANEOUS DOCUMENTATION OF COMPENSATION DECISIONS IN THE MINUTES.
Schedule J (Form 990) 2022

Additional Data


Software ID: 22016089
Software Version: 2022v5.0
SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
BLUE MARBLE HOLDINGS CORPORATION
 
Employer identification number

23-7014581
Return Reference Explanation
Form 990, Part I, Line 1 DESCRIPTION OF ORGANIZATION MISSION: INVEST FUNDS FOR THE BENEFIT OF PRESIDENT & FELLOWS OF HARVARD COLLEGE, A RELATED 501(C)(3) SUPPORTED ORGANIZATION.
Form 990, Part VI, Line 1a NONE OF THE VOTING MEMBERS OF THE GOVERNING BODY ARE CONSIDERED INDEPENDENT BECAUSE THEY ARE COMPENSATED AS EMPLOYEES BY A RELATED ORGANIZATION.
Form 990, Part VI, Line 2 NIRMAL P. NARVEKAR IS THE DIRECTOR & PRESIDENT OF HARVARD MANAGEMENT COMPANY, INC. THE FOLLOWING BOARD MEMBERS ARE EMPLOYEES OF HARVARD MANAGEMENT COMPANY, INC.: KATHRYN I. MURTAGH SANJEEV DAGA
Form 990, Part VI, Line 15 THE ORGANIZATION DOES NOT PAY COMPENSATION TO ITS OFFICERS AND DIRECTORS, AND HAS NO KEY EMPLOYEES. ALL COMPENSATION IS PAID BY A RELATED ORGANIZATION FOR SERVICES PROVIDED TO THAT ORGANIZATION. THE RELATED ORGANIZATION FOLLOWS A COMPENSATION APPROVAL PROCEDURE THAT INVOLVES THE HMC AUDIT AND COMPENSATION COMMITTEE OF THE BOARD, ON AN ANNUAL BASIS, APPROVING PROPOSED AND FINAL COMPENSATION ARRANGEMENTS USING COMPARABILITY DATA AS WELL AS CONTEMPORANEOUS DOCUMENTATION OF COMPENSATION DECISIONS IN THE MINUTES.
Form 990, Part VI, Line 6 Classes of members or stockholders THE ORGANIZATION'S SOLE STOCKHOLDER IS PRESIDENT AND FELLOWS OF HARVARD COLLEGE (HARVARD UNIVERSITY).
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE ORGANIZATION'S SOLE STOCKHOLDER IS PRESIDENT AND FELLOWS OF HARVARD COLLEGE (HARVARD UNIVERSITY). DIRECTORS ARE ELECTED BY THE STOCKHOLDER.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE SOLE STOCKHOLDER HAS THE RIGHT TO ALTER AND REPEAL BY-LAWS MADE BY THE BOARD OF DIRECTORS.
Form 990, Part VI, Line 11b Review of form 990 by governing body IN ADVANCE OF FINALIZING THE FORM 990, A DRAFT OF THE RETURN IS REVIEWED BY A SUBSET OF THE BOARD OF DIRECTORS AND HARVARD MANAGEMENT COMPANY, A RELATED ORGANIZATION. A FULL COPY OF THE FINAL FORM 990 IS DISTRIBUTED TO ALL MEMBERS OF THE FILING ORGANIZATION'S BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS.
Form 990, Part VI, Line 12c Conflict of interest policy THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY, WHICH APPLIES TO ALL MEMBERS OF THE BOARD OF DIRECTORS AND PRINCIPAL OFFICERS. PROCEDURES ARE IN PLACE TO IDENTIFY CONFLICTS OF INDIVIDUALS TO WHICH THE POLICY APPLIES. IF AN INDIVIDUAL BECOMES AWARE OF A POTENTIAL CONFLICT, HE OR SHE IS REQUIRED TO IMMEDIATELY DISCLOSE SUCH CONFLICT TO THE CHIEF COMPLIANCE OFFICER OF HARVARD MANAGEMENT COMPANY, INC., A RELATED ORGANIZATION. CONFLICTS ARE HANDLED BY BOARD DELIBERATION AND BOARD VOTE FROM WHICH THE INTERESTED PARTY IS EXCLUDED.
Form 990, Part VI, Line 19 Required documents available to the public FINANCIAL STATEMENTS AND ARTICLES OF ORGANIZATION ARE MADE AVAILABLE TO THE GENERAL PUBLIC THROUGH THE COMMONWEALTH OF MASSACHUSETTS OFFICE OF THE ATTORNEY GENERAL AND THE OFFICE OF THE SECRETARY OF STATE OF THE COMMONWEALTH OF MASSACHUSETTS, RESPECTIVELY. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS NOT AVAILABLE TO THE GENERAL PUBLIC.
Form 990, Part VII, Section A, Line 1a, Column (B) THE ORGANIZATION'S DIRECTORS ARE EMPLOYEES OF HARVARD MANAGEMENT COMPANY, INC., A RELATED ORGANIZATION. THESE INDIVIDUALS ARE COMPENSATED BY HARVARD MANAGEMENT COMPANY, INC. FOR SERVICES PERFORMED AS EMPLOYEES OF THAT ORGANIZATION AND WORK AN AVERAGE OF 60 HOURS PER WEEK AT HARVARD MANAGEMENT COMPANY, INC. AND ITS RELATED ORGANIZATIONS.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances BOOK/TAX DIFFERENCES - 259207; TRANSFER TO PARENT - -7744261; TRANSFER FROM PARENT - 3867883; TRANSFER BETWEEN ENTITIES - 1452183;
Form 990, Part XII, Line 2c IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) THE FINANCIAL INFORMATION FOR BLUE MARBLE HOLDINGS CORPORATION IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF PRESIDENT & FELLOWS OF HARVARD COLLEGE. PRESIDENT & FELLOWS OF HARVARD COLLEGE HAS A COMMITTEE THAT ASSUMES OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANTS.
Schedule F, Part I, Line 3 THE EXPENDITURES LISTED IN COLUMN F ARE ACTUAL EXPENDITURES INCURRED FOR INVESTMENT MANAGEMENT SERVICES IN THE REGIONS LISTED. THEY ARE BEING REPORTED ON THE ACCRUAL BASIS WHICH IS CONSISTENT WITH THE FINANCIAL STATEMENT PRESENTATION FOR FISCAL YEAR 2023.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


Additional Data


Software ID: 22016089
Software Version: 2022v5.0
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
BLUE MARBLE HOLDINGS CORPORATION
 
Employer identification number

23-7014581
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) Global Forest Investments LLC
600 Atlantic Avenue
Boston,MA02210
23-7014581
Investments DE 0 0 Blue Marble Holdings Corp
 
(2) Performance Forests LLC
600 Atlantic Avenue
Boston,MA02210
23-7014581
Investments DE 0 31,002,529 Global Forest Investments LLC
 
(3) SWT LP
 
 
98-0663000
Investments CJ 0 31,002,529 Blue Marble Holdings Corp
 






Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASS AVE 3RD FL

CAMBRIDGE,MA02138
04-2103580
EDUCATION AND RESEARCH MA 501(c)(3) 2 NA
 
 
No
(2)AFRICA ACADEMY FOR PUBLIC HEALTH
 
 
RESEARCH TZ     President and Fellows of Harvard College
 
Yes
 
(3)AMERICAN REPERTORY THEATRE COMPANY INC
64 BRATTLE ST

CAMBRIDGE,MA02138
04-2665867
PERFORMING ARTS MA 501(c)(3) 10 President and Fellows of Harvard College
 
Yes
 
(4)ASSOCIACAO DAVID ROCKEFELLER CENTER DE UNIVERSIDADE DE HARVARD
 
 
EDUCATION BR     President and Fellows of Harvard College
 
Yes
 
(5)CENTRE RECHERCHE EUROPEEN DE LA HBS
 
 
RESEARCH SUPPORT FR     President and Fellows of Harvard College
 
Yes
 
(6)Demeter Holdings Corporation
600 Atlantic Avenue

Boston,MA02210
04-3044742
Investment Management MA 501(c)(3) Type I President and Fellows of Harvard College
 
Yes
 
(7)DOYUKAI FUND FOR HARVARD INC
79 JFK STREET

CAMBRIDGE,MA02138
04-3478889
RESEARCH SUPPORT MA 501(c)(3) Type I President and Fellows of Harvard College
 
Yes
 
(8)DUBAI HARVARD FOUNDATION FOR MEDICAL RESEARCH INC
401 PARK DR

Boston,MA02215
52-2446955
EDUCATION AND RESEARCH MA 501(c)(3) Type I President and Fellows of Harvard College
 
Yes
 
(9)ENDOWMENT FOR RESEARCH IN HUMAN BIOLOGY INC
745 BOYLSTON ST 7TH FL

Boston,MA02116
04-2702030
RESEARCH MA 501(c)(3) Type III-O President and Fellows of Harvard College
 
Yes
 
(10)FUNDACION CENTRO DE INVESTIGACION DE LA ESCUELA DE ADMIN DE EMPRESA
 
 
RESEARCH SUPPORT AR     President and Fellows of Harvard College
 
Yes
 
(11)FUNDACION DRCLAS CHILE
 
 
FACULTY AND STUDENT ACTIVITIES CI     President and Fellows of Harvard College
 
Yes
 
(12)GIOVANNI ARMENISE-HARVARD FOUNDATION FOR SCIENTIFIC RESEARCH INC
HMS DEAN OF FAC OF MED

Boston,MA02115
04-3293162
RESEARCH SUPPORT MA 501(c)(3) Type I President and Fellows of Harvard College
 
Yes
 
(13)HANSJORG WYSS INST FOR BIOLOGICALLY INSPIRED ENGINEERING AT HARVARD UNIV IN
C201 BROOKLINE AVE SUITE 401

Boston,MA02115
30-0773387
RESEARCH MA 501(c)(3) Type I President and Fellows of Harvard College
 
Yes
 
(14)HARVARD BUSINESS SCHOOL INTERACTIVE INC
SOLDIERS FIELD RD

Boston,MA02163
04-3395140
EXECUTIVE EDUCATION MA 501(c)(3) Type I President and Fellows of Harvard College
 
Yes
 
(15)HARVARD BUSINESS SCHOOL PUBLISHING CORP
20 GUEST ST STE 700

BRIGHTON,MA02135
04-3177990
PUBLISHING MA 501(c)(3) Type I President and Fellows of Harvard College
 
Yes
 
(16)HARVARD DEDICATED ENERGY LIMITED
1033 MASS AVE 3RD FL

CAMBRIDGE,MA02138
03-0425512
ELECTRICITY PURCHASING MA 501(c)(3) Type I President and Fellows of Harvard College
 
Yes
 
(17)HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC
114 MOUNT AUBURN ST 5TH FL

CAMBRIDGE,MA02138
45-4535664
GLOBAL SUPPORT MA 501(c)(3) Type I President and Fellows of Harvard College
 
Yes
 
(18)HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC - TUNISIA
 
 
RESEARCH TS     HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC
 
Yes
 
(19)HARVARD GLOBAL RESEARCH SUPPORT CENTRE INDIA
DEXTRUS OFFICE NO W05
PENINSULA TOWER 6TH FL
MUMBAI,MAHARASHTRA400013
IN
RESEARCH IN     HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC
 
Yes
 
(20)HARVARD GLOBAL RESEARCH SUPPORT CENTRE ISRAEL LTD
 
 
RESEARCH IS     HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC
 
Yes
 
(21)HARVARD GLOBAL RESEARCH SUPPORT CENTRE SOUTH AFRICA NPC
 
 
RESEARCH SF     HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC
 
Yes
 
(22)HARVARD GLOBAL UK
 
 
RESEARCH UK     HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC
 
Yes
 
(23)HARVARD MAGAZINE INC
7 WARE ST

CAMBRIDGE,MA02138
04-6112308
PUBLISHING MA 501(c)(3) Type III-FI President and Fellows of Harvard College
 
Yes
 
(24)Harvard Management Company Inc
600 Atlantic Avenue

Boston,MA02210
23-7361259
Investment Management MA 501(c)(3) Type I President and Fellows of Harvard College
 
Yes
 
(25)Harvard Management Private Equity Corporation
600 Atlantic Avenue

Boston,MA02210
04-3070522
Investment Management MA 501(c)(3) Type I President and Fellows of Harvard College
 
Yes
 
(26)HARVARD NEURODISCOVERY CENTER INC
25 SHATTUCK ST

Boston,MA02115
31-1745145
RESEARCH SUPPORT MA 501(c)(3) Type I President and Fellows of Harvard College
 
Yes
 
(27)Harvard Private Capital Realty Inc
600 Atlantic Avenue

Boston,MA02210
22-3138409
Investment Management MA 501(c)(3) Type I President and Fellows of Harvard College
 
Yes
 
(28)HARVARD REAL ESTATE - ALLSTON INC
1033 MASS AVE 3RD FL

CAMBRIDGE,MA02138
04-3373410
TITLE HOLDING COMPANY MA 501(c)(25)   President and Fellows of Harvard College
 
Yes
 
(29)HARVARD REAL ESTATE INC
1033 MASS AVE 3RD FL

CAMBRIDGE,MA02138
04-2649303
REAL ESTATE BROKERAGE MA 501(c)(3) Type I President and Fellows of Harvard College
 
Yes
 
(30)ION INC
1350 MASS AVE

CAMBRIDGE,MA02138
22-3032677
RESEARCH MA 501(c)(3) Type I President and Fellows of Harvard College
 
Yes
 
(31)Phemus Corporation
600 Atlantic Avenue

Boston,MA02210
04-2997367
Investment Management MA 501(c)(3) Type I President and Fellows of Harvard College
 
Yes
 
(32)RED TOP INC
MURR CTR 65 NORTH HARVARD ST

Boston,MA02163
51-0189788
ATHLETICS CT 501(c)(3) Type I President and Fellows of Harvard College
 
Yes
 
(33)STUDENT CLUBS OF HBS INC
SOLDIERS FIELD RD

Boston,MA02163
57-1152691
STUDENT SUPPORT MA 501(c)(3) Type I President and Fellows of Harvard College
 
Yes
 
(34)STUDENT ORGANIZATIONS AND JOURNALS OF HARVARD LAW SCHOOL INC
1585 MASSACHUSETTS AVE

CAMBRIDGE,MA02138
84-3118937
STUDENT SUPPORT MA 501(c)(3) Type I President and Fellows of Harvard College
 
Yes
 
(35)THE RESEARCH COLLECTIONS AND PRESERVATION CONSORTIUM
701 CARNEGIE CENTER STE 445

PRINCETON,NJ08540
22-3751732
LIBRARY DEPOSITORY NJ 501(c)(3) Type I President and Fellows of Harvard College
 
Yes
 
(36)TRUSTEES FOR HARVARD UNIVERSITY
1033 MASS AVE 3RD FL

CAMBRIDGE,MA02138
53-0199180
EDUCATION DC 501(c)(3) Type II President and Fellows of Harvard College
 
Yes
 
(37)HARVARD GLOBAL FOUNDATION LTD
 
 
TRUST FOR CONTRIBUTIONS UK     HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC
 
Yes
 
(38)THE BOTSWANA HARVARD HEALTH PARTNERSHIP
 
 
RESEARCH BC     President and Fellows of Harvard College
 
Yes
 
(39)FUNDACION HARVARD BUSINESS SCHOOL LATIN AMERICA RESEARCH CENTER
 
 
RESEARCH SUPPORT UY     President and Fellows of Harvard College
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No
(1) 144 Fulton MMEE JV LLC

C/O Crown Acquisitions Inc
667 Madison Avenue 12th Floor
New York,NY10065
47-4542524
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(2) 170 Broadway LLC

C/O Crown Acquisitions Inc
667 Madison Avenue 12th Floor
New York,NY10065
46-4145333
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(3) 3D Investment Value Master Fund

 
 
Investments CJ NA
 
N/A 0 0   No 0   No 0 %
(4) 522 Fulton Realty LLC

C/O Crown Acquisitions Inc
667 Madison Avenue 12th Floor
New York,NY10065
13-4215034
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(5) 947 Lincoln Road LLC

C/O Crown Acquisitions Inc
667 Madison Avenue 12th Floor
New York,NY10065
46-5244987
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(6) Altimeter Growth Diablo Fund LP

One International Place
Suite 4610
Boston,MA02110
87-2407391
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(7) Altos Hybrid HD LLC

250 California Dr FL 4
Burlingame,CA940104113
88-2029449
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(8) AMERRA Agri Opportunity Fund LP

55 West 46th St
STE 2801
New York,NY10036
27-3310646
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(9) Apollo Thunder Partners LP

One Manhattanville Road Suite 201
Purchase,NY10577
36-4827348
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(10) Aquiline Armour Co-Invest II LP

c/o Aquiline Cap Part
535 Madison Ave 24th Fl
New York,NY10022
82-3864734
Investments CJ NA
 
N/A 0 0   No 0   No 0 %
(11) ARTIST GROWTH OPPORTUNITY III LP

20 WEST 55TH STREET
11TH FLOOR
New York,NY10019
86-3123613
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(12) Associated Funds SPV LP

8605 SANTA MONICA BLVD
PMB 29166
WEST HOLLYWOOD,CA90069
84-2851486
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(13) Atlantic CT Holdings LLC

4343 Von Karman Ave Suite 200
Newport Beach,CA92660
46-2501216
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(14) Atlantic Regent Holdings LLC

11990 San Vicente Boulevard
Suite 200
Los Angeles,CA90049
47-2097418
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(15) Atlantic Scioto Holdings LLC

230 Park Avenue 12th Floor
New York,NY10169
47-1979711
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(16) Atlantic Toronto LP

600 Atlantic Avenue
Boston,MA02210
35-2384789
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(17) Atlantic US Real Estate LLC

C/O Bain Capital Real Estate LP
200 Clarendon St
Boston,MA02116
82-4033944
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(18) AVENIR GROWTH PARTNERS III CO-INVEST LP

2601 S BAYSHORE DRIVE
SUITE 1110
COCONUT GROVE,FL33133
85-3171430
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(19) BainBridge CC Urbana Apartments LLC

12765 West Forest Hill Blvd
Suite 1307
Wellington,FL33414
80-0910794
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(20) BCC Cambridge New Financing Solution (Revolvers) LP

Maples Fiduciary Services DE Inc
4001 Kennett Pike Suite 302
Wilmington,DE19807
84-2105056
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(21) BCC Cambridge New Financing Solution (TL) LP

Maples Fiduciary Services DE Inc
4001 Kennett Pike Suite 302
Wilmington,DE19807
84-2105177
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(22) BLC FIC FIDC-NP

 
 
Investments BR NA
 
N/A 0 0   No 0   No 0 %
(23) BLC Master Fund LP

PO Box 309 Ugland House
George Town,Grand CaymanKY11104
CJ
98-1251228
Investments CJ NA
 
N/A 0 0   No 0   No 0 %
(24) Blue Atlantic Acquisition Group II LLC

353 North Clark Street Suite 730
Chicago,IL60654
90-0909419
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(25) Brightlight Capital Partners LP

15 Myrtle Avenue 1A
Westport,CT06880
45-2604596
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(26) CA Atlantic Urban LV LLC

C/O Crown Acquisitions Inc
667 Madison Avenue 12th Floor
New York,NY10065
81-5215845
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(27) CA USquare LLC

C/O Crown Acquisitions Inc
667 Madison Avenue 12th Floor
New York,NY10065
47-3889463
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(28) Cerberus MA Partners LP

 
 
36-4762301
Investments CJ NA
 
N/A 0 0   No 0   No 0 %
(29) Cognate Investments LP- SERIES SAM1

PO Box 96503 PMB 42078
Washington,DC20090
85-3709667
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(30) COGNATE INVESTMENTS LP - SERIES IEH

PO BOX 96503
PMB 42078
Washington,DC200906503
82-1726944
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(31) Coral Senior Housing II LLC

1275 Pennsylvania Avenue North West
2nd Floor
Washington,DC20004
32-0410036
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(32) Coral Senior Housing III LLC

1275 Pennsylvania Avenue North West
2nd Floor
Washington,DC20004
38-3931197
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(33) Coral Senior Housing IV LLC

1275 Pennsylvania Avenue North West
2nd Floor
Washington,DC20004
81-4574488
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(34) Crown 144 Fulton LLC

C/O Crown Acquisitions Inc
667 Madison Avenue 12th Floor
New York,NY10065
47-3233984
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(35) Crown Atlantic Intl Olive LLC

C/O Crown Acquisitions Inc
667 Madison Avenue 12th Floor
New York,NY10065
47-1830643
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(36) Crown Atlantic Retail II LLC

C/O Crown Acquisitions Inc
667 Madison Avenue 12th Floor
New York,NY10065
36-4806500
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(37) Crown Atlantic Retail LLC

C/O Crown Acquisitions Inc
667 Madison Avenue 12th Floor
New York,NY10065
46-1605646
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(38) Crown ICS 5th Acquisitions LLC

C/O Crown Acquisitions Inc
667 Madison Avenue 12th Floor
New York,NY10065
47-1827246
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(39) Crown SRP LLC

C/O Crown Acquisitions Inc
667 Madison Avenue 12th Floor
New York,NY10065
47-2106149
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(40) CVI CHVF LP

1601 Utica Avenue South
Suite 1000
St Louis Park,MN55416
80-0941373
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(41) CVI CHVF Lux Securities Sarl

1601 Utica Avenue South
Suite 1000
St Louis Park,MN55416
98-1120470
Investments LU NA
 
N/A 0 0   No 0   No 0 %
(42) CVI CHVF Master Fund I LP

1601 Utica Avenue South
Suite 1000
St Louis Park,MN55416
80-0941608
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(43) CVI CHVF Master Fund II LP

1601 Utica Avenue South
Suite 1000
St Louis Park,MN55416
32-0415499
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(44) Douglasbay Capital III Fund (Co-Investment Account No 1) LP

 
 
Investments CJ NA
 
N/A 0 0   No 0   No 0 %
(45) Douglasbay Capital IV Fund LP

 
 
98-1718388
Investments JE NA
 
N/A 0 0   No 0   No 0 %
(46) Ellipsis Partners LLC

600 Atlantic Avenue
Boston,MA02210
83-3308875
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(47) Epiris Fund II Co-Investment (A) LP

 
 
98-1455895
Investments JE NA
 
N/A 0 0   No 0   No 0 %
(48) EVOLUTION CREDIT OPPORTUNITY FUND II (PARALLEL A) LP

28 State Street 23rd Floor
Boston,MA02109
87-2877372
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(49) G GROWTH PARTNERS LP

245 Fifth Avenue
Suite 1102
New York,NY10016
87-2575541
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(50) GBE Investments LP

Maples Corporate Services Ltd
PO Box 309 Ugland House
George Town,Grand Cayman  
CJ
Investments CJ Blue Marble Holdings Corp
 
Excluded -204,356,979 7,059,608   No 0   No 98.9 %
(51) Gerrity Atlantic Retail Partners LLC

973 Lomas Santa Fe Drive
Solana Beach,CA92075
27-4257497
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(52) Hampden Insurance Partners I LP

c/o Mourant Ozannes Corp Ser
94 Solaris Ave
Camana Bay,Grand CaymanKY11108
CJ
Investments CJ NA
 
N/A 0 0   No 0   No 0 %
(53) HARVARD GLOBAL SERVICES INDIA LLP

404 ZEE SQ MG RD VILE PAR
OPP BANK OF BARODA
MUMBAI,MAHARASHTRA400057
IN
RESEARCH IN NA
 
N/A 0 0   No 0   No 0 %
(54) HB Institutional Limited Partnership

10 St James Ave Ste 1700
Boston,MA02116
04-3425685
Investments MA NA
 
N/A 0 0   No 0   No 0 %
(55) HLS SPV LLC

1345 Avenue of the Americas
42nd Floor
New York,NY10105
47-2205984
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(56) HMC Juweel Holdings LP

Maples Corporate Services Ltd
PO Box 309 Ugland House
George Town,Grand CaymanKY11104
CJ
98-1196430
Investments CJ NA
 
N/A 0 0   No 0   No 0 %
(57) HORSLEY BRIDGE SPV II LP

505 MONTGOMERY STREET
21ST FLOOR
San Francisco,CA94111
85-3774963
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(58) Ibex Venture Limited

 
 
98-1583805
Investments VI NA
 
N/A 0 0   No 0   No 0 %
(59) INITIALIZED FG SPV LLC

464 TEHAMA STREET
San Francisco,CA94103
87-1269799
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(60) INITIALIZED PA SPV LLC

464 TEHAMA STREET
San Francisco,CA94103
87-2934502
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(61) Internet Economy Holdings III LLC

PO BOX 96503
PMB 42078
Washington,DC200906503
83-2567678
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(62) Iron Point Co-Investment I LLC

201 Main Street Suite 2300
Fort Worth,TX76102
45-4748900
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(63) Island C-III Atlantic Holdings LLC

300 N Main Street Suite 402
Greenville,SC29601
47-1180960
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(64) JC Silos Fundo De Investimento Em Direitos Creditorios Nao-Padronizado

 
 
Investments BR NA
 
N/A 0 0   No 0   No 0 %
(65) Jus BG I - Master LP

3500 S Dupont Highway
Dover,DE19901
46-2781217
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(66) L-A Saturn Acquisition LP

C/O Maples Fiduciary Services Inc
Wilmington,DE19807
30-0825127
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(67) LEFT LANE CAPITAL PARTNERS CO-INVEST LP (Series G)

10 GRAND STREET
21ST FLOOR
BROOKLYN,NY112493296
97-4012238
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(68) LEFT LANE CAPITAL PARTNERS CO-INVEST LP (Series T)

10 GRAND STREET
21ST FLOOR
BROOKLYN,NY112493296
87-3422481
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(69) LMA RESEARCH COMPLEX PRIMARY CONDOMINIUM ASSOCIATION LLC

181 A LONGWOOD AVENUE
Boston,MA02116
83-0816425
REAL ESTATE MA NA
 
N/A 0 0   No 0   No 0 %
(70) Longfellow Atlantic Holdings LLC

260 Franklin Street Suite 1920
Boston,MA02110
80-0965922
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(71) Lubert-AdlerLaramar Urban Neighborhood Capital Fund LP

3284 Northside Parkway NW Suite 57
Atlanta,GA30327
61-1804548
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(72) MAP Institutional LLC 800 Series

3801 PGA Boulevard Suite 500
Palm Beach Gardens,FL33410
85-3060397
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(73) MAP Institutional LLC 801 Series

3801 PGA Boulevard Suite 500
Palm Beach Gardens,FL33410
86-3083283
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(74) MAP Institutional LLC 802 Series

3801 PGA Boulevard Suite 500
Palm Beach Gardens,FL33410
86-3274921
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(75) MAP Institutional LLC 803 Series

3801 PGA Boulevard Suite 500
Palm Beach Gardens,FL33410
86-3473452
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(76) MCR Opportunity Fund I REIT Holdings LLC

1503 LBJ Freeway
Suite 300
Dallas,TX75234
85-2064624
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(77) MCR Opportunity Fund I LP

1503 LBJ Freeway
Suite 300
Dallas,TX75234
85-1650579
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(78) MCROpp Coinvest LP

1503 LBJ Freeway
Suite 300
Dallas,TX75234
86-2916579
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(79) MCROpp New York Lex REIT Holdings LLC

1504 LBJ Freeway
Suite 301
Dallas,TX75235
87-1432775
Investments   NA
 
N/A 0 0   No 0   No 0 %
(80) Mountain Capital Partners NPI LP

811 Louisiana Street Suite 2550
Houston,TX77002
81-0788984
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(81) NORTH PEAK SPECIAL OPPORTUNITY PARTNERS III LLC

405 LEXINGTON AVENUE
SUITE 5001
New York,NY10174
85-1854538
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(82) OAK-Mosser LLC

220 Montgomery Street 20th Floor
San Francisco,CA94104
81-3349445
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(83) OMNI BRIDGEWAY (FUND 4) HPCR LP

437 Madison Avenue 19th Floor
New York,NY10022
83-2788960
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(84) OR Opportunistic I (H) LP

399 Park Avenue
38th Floor
New York,NY10022
85-2734604
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(85) PSI Atlantic Holdings III LLC

530 Oak Court Drive Suite 185
Memphis,TN38117
81-0780333
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(86) QTH Fund LLC

1140 Avenue of Americas 9th FL
New York,NY10036
84-3958423
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(87) Realterm Europe Logistics Fund SCSP

 
 
98-1515046
Investments LU NA
 
N/A 0 0   No 0   No 0 %
(88) Recognize Partners Cheetah LP

667 MADISON AVENUE
5TH FLOOR
New York,NY10065
98-1564111
Investments CJ NA
 
N/A 0 0   No 0   No 0 %
(89) RELF FRANCE SPE 1 SCI

 
 
98-1582479
Investments FR NA
 
N/A 0 0   No 0   No 0 %
(90) RELF FRANCE SPE 2 SCI

 
 
98-1582379
Investments FR NA
 
N/A 0 0   No 0   No 0 %
(91) S Growth Partners II LP

245 Fifth Avenue
Suite 1102
New York,NY10016
87-4108170
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(92) S Growth Partners LP

245 Fifth Avenue
Suite 1102
New York,NY10016
85-3940206
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(93) Strategy Capital Institutional Investors LP

1 First Street
Suite 13
Los Altos,CA94022
84-2015871
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(94) TDC Atlantic Holdings LLC

5130 South Alston Avenue Suite 210
Durham,NC27713
47-5340743
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(95) Tetris Property LP

C/O US Realty Advisors LLC
1370 Ave of the Americas
New York,NY10019
46-1625319
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(96) Unicorn Enterprise Select Fund II LP

 
 
98-1659889
Investments CJ NA
 
N/A 0 0   No 0   No 0 %
(97) Unicorn Enterprise Select Fund LP

 
 
98-1584035
Investments CJ NA
 
N/A 0 0   No 0   No 0 %
(98) USRA Atlantic Capital Investor LLC

C/O US Realty Advisors LLC
1370 Ave of the Americas
New York,NY10019
82-3726933
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(99) USRA Atlantic Capital Partners LLC

C/O US Realty Advisors LLC
1370 Ave of the Americas
New York,NY10019
45-2686195
Investments DE NA
 
N/A 0 0   No 0   No 0 %
(100) Xilos Dakota Separate Limited Partnership

 
 
98-1293611
Investments JE NA
 
N/A 0 0   No 0   No 0 %
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) 365 Church Street Limited Partnership

4711 Yonge Street Suite 1400
Toronto,ONM2N7E4
CA
Investments CA NA
 
C Corporation 0 0 0 % Yes  
(2) 3D Investment Value Fund

 
 
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(3) Adelaide-Peter Developments

4711 Yonge Street Suite 1400
Toronto,ONM2N7E4
CA
98-0684328
Investments CA NA
 
C Corporation 0 0 0 % Yes  
(4) Admiral Capital Partners Offshore Fund Ltd

94 Solaris Avenue
PO Box 1348
Camana Bay,Grand CaymanKY11108
CJ
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(5) Aquila Inc

c/o Walkers SPV Ltd PO Box 908GT
87 Mary St
George Town,Grand Cayman  
CJ
98-0532782
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(6) AR Legacy REIT Inc

11990 San Vicente Boulevard
Suite 200
Los Angeles,CA90049
81-5332102
Investments DE NA
 
C Corporation 0 0 0 % Yes  
(7) Ara Inc

c/o Walkers SPV Ltd PO Box 908GT
87 Mary St
George Town,Grand Cayman  
CJ
98-0543813
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(8) Atlantic Avenue Realty Ltd

C/O Maples and Calder
PO Box 309 Ugland House
George Town,Grand CaymanKY11104
CJ
98-0533323
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(9) Atlantic DV Holdings Ltd

C/O Maples and Calder
PO Box 309 Ugland House
George Town,Grand CaymanKY11104
CJ
98-1196247
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(10) Atlantic Europe Investments GP Limited

 
 
Investments UK NA
 
C Corporation 0 0 0 % Yes  
(11) Atlantic Europe Investments LP

 
 
98-0670648
Investments UK NA
 
C Corporation 0 0 0 % Yes  
(12) Atlantic Garnet Funding Ltd

 
 
98-1493892
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(13) Atlantic King Blocker Limited

 
 
98-1461264
Investments MP NA
 
C Corporation 0 0 0 % Yes  
(14) Atlantic Regent REIT Inc

11990 San Vicente Boulevard
Site 200
Los Angeles,CA90049
32-0464661
Investments DE NA
 
C Corporation 0 0 0 % Yes  
(15) Atlantic Toronto 365 Church Street General Partner Inc

1066 West Hastings St
Suite 2600
Vancouver,BCV6E3X1
CA
Investments CA NA
 
C Corporation 0 0 0 % Yes  
(16) Atlantic Toronto A-P General Partner Inc

1066 West Hastings St
Suite 2600
Vancouver,BCV6E3X1
CA
98-0668180
Investments CA NA
 
C Corporation 0 0 0 % Yes  
(17) Atlantic Toronto Grenville General Partner Inc

1066 West Hastings St
Suite 2600
Vancouver,BCV6E3X1
CA
Investments CA NA
 
C Corporation 0 0 0 % Yes  
(18) Atlantic Toronto Holdings Inc

1066 West Hastings St
Suite 2600
Vancouver,BCV6E3X1
CA
98-0668178
Investments CA NA
 
C Corporation 0 0 0 % Yes  
(19) Atlantic Urban Retail Inc

C/O Bain Capital Real Estate LP
200 Clarendon St 41st Floor
Boston,MA02116
32-6261983
Investments DE NA
 
C Corporation 0 0 0 % Yes  
(20) Bain Capital Special Situations Europe (A) LP

 
 
98-1422541
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(21) Bain Capital Special Situations Europe II (A) LP

PO Box 309 Ugland House
George Town,Grand CaymanKY11104
CJ
98-1608801
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(22) BainBridge CC Urbana Apartments REIT Inc

12765 West Forest Hill Blvd
Suite 1307
Wellington,FL33414
47-1171921
Investments DE NA
 
C Corporation 0 0 0 % Yes  
(23) BCC Cambridge (Cayman GP Loans) LP

 
 
98-1495663
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(24) BCC Cambridge (Cayman GP Revolvers) LP

 
 
98-1495639
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(25) Black Kite Pty Ltd

 
 
Investments AS Blue Marble Holdings Corp
 
C Corporation 0 0 100 % Yes  
(26) Black Kite Trust

 
 
98-6063158
Investments AS SWT LP
 
C Corporation -18,101,166 22,505,920 100 % Yes  
(27) BLC Fund B LP

PO Box 309 Ugland House
George Town,Grand CaymanKY11104
CJ
98-1251361
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(28) BLC II Fund B LP

 
 
98-1386349
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(29) Blue Atlantic Investors II Inc

353 North Clark Street Suite 730
Chicago,IL60654
46-1452116
Investments DE NA
 
C Corporation 0 0 0 % Yes  
(30) Blue Atlantic Shuttle II LLC

353 North Clark Street Suite 730
Chicago,IL60654
36-4851337
Investments DE NA
 
C Corporation 0 0 0 % Yes  
(31) Boulder Hill Total Return Offshore Investors Ltd

888 SEVENTH AVENUE
21ST FLOOR
New York,NY10106
98-1587968
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(32) Bramshill Tactical Fixed Income Fund Ltd

27 Hospital RD
George Town,Grand CaymanKY19008
CJ
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(33) Brodiaea Inc

444 Higuera Street Suite 202
San Luis Obispo,CA93401
90-0862085
Investments DE NA
 
C Corporation 0 0 0 % Yes  
(34) Caledonia Concentrated Fund LP

650 Madison Ave 24th Floor
New York,NY10022
98-1422273
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(35) Cantuta Ltd

c/o Maples Corporate Services Ltd
PO Box 309 Ugland House
  Grand CaymanKY11104
CJ
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(36) CC VII Holdings LLC

 
 
98-1361217
Investments MP NA
 
C Corporation 0 0 0 % Yes  
(37) CENTRO HARVARD DAVID ROCKEFELLER PARA ESTUDIOS LATINOAMERICANOS AC

 
 
FACULTY AND STUDENT ACTIVITIES MX NA
 
C Corporation 0 0 0 % Yes  
(38) CHARITABLE LEAD TRUSTS (44)

 
 
CHARITABLE TRUST MA NA
 
Trust 0 0 0 % Yes  
(39) CHARITABLE REMAINDER TRUSTS (752)

 
 
CHARITABLE TRUST MA NA
 
Trust 0 0 0 % Yes  
(40) Copayapu SpA

2939 Avenida Isidora Goyenechea
11th Fl
Las Condes,Santiago  
CI
98-1112517
Investments CI NA
 
C Corporation 0 0 0 % Yes  
(41) CSH Program REIT II Inc

1275 Pennsylvania Avenue North West
2nd Floor
Washington,DC20004
30-0783361
Investments DE NA
 
C Corporation 0 0 0 % Yes  
(42) CSH Program REIT III Inc

1275 Pennsylvania Avenue North West
2nd Floor
Washington,DC20004
47-0981643
Investments DE NA
 
C Corporation 0 0 0 % Yes  
(43) CSH Program REIT IV Inc

1275 Pennsylvania Avenue North West
2nd Floor
Washington,DC20004
81-4646057
Investments DE NA
 
C Corporation 0 0 0 % Yes  
(44) CSH TRS Holding III LLC

1275 Pennsylvania Avenue North West
2nd Floor
Washington,DC20004
32-0410113
Investments DE NA
 
C Corporation 0 0 0 % Yes  
(45) CSH TRS Holding IV LLC

1275 Pennsylvania Avenue North West
2nd Floor
Washington,DC20004
35-2508708
Investments DE NA
 
C Corporation 0 0 0 % Yes  
(46) CSH TRS Holding V LLC

1275 Pennsylvania Avenue North West
2nd Floor
Washington,DC20004
81-5203398
Investments DE NA
 
C Corporation 0 0 0 % Yes  
(47) CVI CHVF Lux Finance Sarl

 
 
98-1120658
Investments LU NA
 
C Corporation 0 0 0 % Yes  
(48) CVI CHVF Lux Master Sarl

 
 
98-1120305
Investments LU NA
 
C Corporation 0 0 0 % Yes  
(49) Dairy Farms Partnership

 
 
98-0594944
Investments NZ NA
 
C Corporation 0 0 0 % Yes  
(50) Delphinium SAC

c/o Maples Corporate Services Ltd
PO Box 309 Ugland House
  Grand CaymanKY11104
CJ
Investments PE NA
 
C Corporation 0 0 0 % Yes  
(51) East Bridge Capital Offshore Fund Ltd

20 Genesis Close
DMS House
  Grand CaymanKY11208
CJ
98-1023132
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(52) Eastern Rosella Trust

 
 
98-1131698
Investments AS Green Rosella Trust
 
C Corporation 0 0 100 % Yes  
(53) Eco Cebaco SA

 
 
Investments PM NA
 
C Corporation 0 0 0 % Yes  
(54) El Maria SA

 
 
Investments NU NA
 
C Corporation 0 0 0 % Yes  
(55) Emerald Catastrophe Fund Ltd

 
 
98-1194784
Investments BD Blue Marble Holdings Corp
 
C Corporation 3,984 171,786 0.23 % Yes  
(56) Empresas Verdes Argentina SA

 
 
Investments AR NA
 
C Corporation 0 0 0 % Yes  
(57) Estancia Celina SA

 
 
Investments AR NA
 
C Corporation 0 0 0 % Yes  
(58) Evolution Credit Partners I SLP LLC

 
 
98-1427934
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(59) Flamenco SpA

2939 Avenida Isidora Goyenechea
11th Fl
Las Condes,Santiago  
CI
98-1120387
Investments CI NA
 
C Corporation 0 0 0 % Yes  
(60) Florestas do Sul Agroflorestal Ltda

Av Carlos Gomes 1200 Sala 502
Auxiliadora
Centro,Rio Grande do Sul90480001
BR
98-0493906
Investments BR NA
 
C Corporation 0 0 0 % Yes  
(61) FRIENDS OF HARVARD HONG KONG TRUST

114 MOUNT AUBURN ST 5TH FL
CAMBRIDGE,MA02138
47-7237666
TRUST FOR CONTRIBUTIONS HK NA
 
Trust 0 0 0 % Yes  
(62) FRIENDS OF HARVARD UNIVERSITY

 
 
TRUST FOR CONTRIBUTIONS UK NA
 
Trust 0 0 0 % Yes  
(63) Gateway Real Estate Fund III - TE LP

 
 
98-0669480
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(64) Gavea Investment Fund II B LP

 
 
98-0537951
Investments CA NA
 
C Corporation 0 0 0 % Yes  
(65) GBE Development I Ltd

Maples Corporate Services Ltd
PO Box 309 Ugland House
George Town,Grand Cayman  
CJ
Investments CJ GBE Investments Limited
 
C Corporation 0 0 98.9 % Yes  
(66) GBE Development II Ltd

Maples Corporate Services Ltd
PO Box 309 Ugland House
George Town,Grand Cayman  
CJ
Investments CJ GBE Investments Limited
 
C Corporation 0 0 98.9 % Yes  
(67) GBE Development III Ltd

Maples Corporate Services Ltd
PO Box 309 Ugland House
George Town,Grand Cayman  
CJ
Investments CJ GBE Investments Limited
 
C Corporation 0 0 98.9 % Yes  
(68) GBE Development IV Ltd

Maples Corporate Services Ltd
PO Box 309 Ugland House
George Town,Grand Cayman  
CJ
Investments CJ GBE Investments Limited
 
C Corporation 0 0 98.9 % Yes  
(69) GBE Development V Ltd

Maples Corporate Services Ltd
PO Box 309 Ugland House
George Town,Grand Cayman  
CJ
Investments CJ GBE Investments Limited
 
C Corporation 0 0 98.9 % Yes  
(70) GBE Development VI Ltd

Ugland House South Church Street
PO Box 309
George Town,Grand CaymanKY11104
CJ
Investments CJ GBE Investments Limited
 
C Corporation 0 0 98.9 % Yes  
(71) GBE Holdings Ltd

Maples Corporate Services Ltd
PO Box 309 Ugland House
George Town,Grand CaymanKY11104
CJ
Investments CJ GBE Investments Limited
 
C Corporation 0 0 98.9 % Yes  
(72) GBE Investments Limited

Maples Corporate Services Ltd
PO Box 309 Ugland House
George Town,Grand Cayman  
CJ
Investments CJ GBE Investments LP
 
C Corporation -203,444,827 130,697 98.9 % Yes  
(73) GBE Projetos Agricolas II Ltda

Av das Americas 700 Bl 5
Salas 123 A 128
Barra da Tijuca,Rio de Janeiro  
BR
Investments BR GBE Development II Ltd
 
C Corporation 0 0 98.9 % Yes  
(74) GBE Properties I Ltd

Maples Corporate Services Ltd
PO Box 309 Ugland House
George Town,Grand Cayman  
CJ
Investments CJ GBE Investments Limited
 
C Corporation 0 0 98.9 % Yes  
(75) GBE Properties II Ltd

Maples Corporate Services Ltd
PO Box 309 Ugland House
George Town,Grand Cayman  
CJ
Investments CJ GBE Investments Limited
 
C Corporation 0 0 98.9 % Yes  
(76) GBE Properties III Ltd

Maples Corporate Services Ltd
PO Box 309 Ugland House
George Town,Grand Cayman  
CJ
Investments CJ GBE Investments Limited
 
C Corporation 0 0 98.9 % Yes  
(77) GBE Properties V Ltd

Maples Corporate Services Ltd
PO Box 309 Ugland House
George Town,Grand Cayman  
CJ
Investments CJ GBE Investments Limited
 
C Corporation 0 0 98.9 % Yes  
(78) GBE Properties VI Ltd

Ugland House South Church Street
PO Box 309
George Town,Grand CaymanKY11104
CJ
Investments CJ GBE Investments Limited
 
C Corporation 0 0 98.9 % Yes  
(79) GBE Properties VII Ltd

 
 
Investments CJ GBE Investments Limited
 
C Corporation 0 0 98.9 % Yes  
(80) GBE Propriedades e Empreendimentos Imobiliarios Minas Gerais Ltda

Av das Americas 700 Bloco 5
Salas 123 A 128
Barra da Tijuca,Rio de Janeiro  
BR
Investments BR Terracal Propriedades Ltda
 
C Corporation 0 0 98.9 % Yes  
(81) GBE Propriedades Holdings Tocantins Ltda

Ave of Americas No 700 Building 05
Office 124
  Rio de JaneiroCEP22640100
BR
Investments BR GBE Properties IV Ltd
 
C Corporation 0 0 98.9 % Yes  
(82) Gerrity Atlantic Retail Partners Inc

973 Lomas Santa Fe Drive
Solana Beach,CA92075
27-4802513
Investments DE NA
 
C Corporation 0 0 0 % Yes  
(83) Gerrity Retail Fund 2 Inc

973 Lomas Santa Fe Drive
Solana Beach,CA92075
46-4417545
Investments DE NA
 
C Corporation 0 0 0 % Yes  
(84) Green Rosella Trust

 
 
98-1126908
Investments AS Rosella Ltd
 
C Corporation 1,040,622 91,595,362 100 % Yes  
(85) Guanare AARL

 
 
98-0641951
Investments UY NA
 
C Corporation 0 0 0 % Yes  
(86) Guanare SA

 
 
Investments UY NA
 
C Corporation 0 0 0 % Yes  
(87) Harbour Offshore Fund IV LP

 
 
98-1414548
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(88) Harbour Offshore Fund V LP

 
 
98-1538699
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(89) Harspring Capital Offshore Ltd

 
 
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(90) HARVARD ARASTIRMA VE EGITIM MERKEZI ISTANBUL LIMITED SIRKETI

 
 
RESEARCH SUPPORT/EVENT SUPPORT TU NA
 
C Corporation 0 0 0 % Yes  
(91) HARVARD BUSINESS SCHOOL PUBLISHING ASIA PACIFIC LTD

 
 
SALES SUPPORT SN NA
 
C Corporation 0 0 0 % Yes  
(92) HARVARD BUSINESS SCHOOL PUBLISHING AUSTRALIA PTY LTD

C/O PWC ONE INTERNATIONAL TOWERS
WATERMANS QUAY,BARANGAROONSW2000
AS
SALES SUPPORT AS NA
 
C Corporation 0 0 0 % Yes  
(93) HARVARD BUSINESS SCHOOL PUBLISHING DE MEXICO SA DE CV

 
 
SALES SUPPORT MX NA
 
C Corporation 0 0 0 % Yes  
(94) HARVARD BUSINESS SCHOOL PUBLISHING EUROPE LTD

 
 
SALES SUPPORT UK NA
 
C Corporation 0 0 0 % Yes  
(95) HARVARD BUSINESS SCHOOL PUBLISHING FRANCE SAS

 
 
SALES SUPPORT FR NA
 
C Corporation 0 0 0 % Yes  
(96) HARVARD BUSINESS SCHOOL PUBLISHING INDIA PRIVATE LTD

 
 
PUBLISHING SUPPORT IN NA
 
C Corporation 0 0 0 % Yes  
(97) HARVARD CENTER SHANGHAI CO LTD

 
 
RESEARCH SUPPORT/LOGISTICAL SUPPORT FOR EVENTS CH NA
 
C Corporation 0 0 0 % Yes  
(98) HARVARD GLOBAL RESEARCH SUPPORT CENTRE IRELAND DAC

 
 
GDPR REPRESENTATION EI NA
 
C Corporation 0 0 0 % Yes  
(99) HARVARD UNIVERSITY PRESS LTD

 
 
BOOK DISTRIBUTION UK NA
 
C Corporation 0 0 0 % Yes  
(100) HB Cayman Limited

PO Box 309 GT
  Grand CaymanBWICJ
CJ
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(101) HH HR INVESTMENT LP

190 Elgin Avenue
George Town,Grand CaymanKY11205
CJ
98-1642951
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(102) HIP Bermuda Reinsurance I Limited

 
 
Investments BD NA
 
C Corporation 0 0 0 % Yes  
(103) HITE Carbon Offset Ltd

 
 
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(104) HITE Hedge Offshore Ltd

 
 
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(105) HMC Beefeater Inc

1209 Orange Street
Wilmington,DE19801
82-0888543
Investments DE NA
 
C Corporation 0 0 0 % Yes  
(106) HMC Juweel Investors LP

Maples Corporate Services Ltd
PO Box 309 Ugland House
George Town,Grand CaymanKY11104
CJ
98-1196788
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(107) Hunter Patton Ltd

c/o Maples Corp Svcs PO Box 30
Ugland House
George Town,Grand CaymanKY11104
CJ
98-1395917
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(108) Ichu Ltd

c/o Maples Corporate Services Ltd
PO Box 309 Ugland House
  Grand CaymanKY11104
CJ
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(109) Inversiones Catival SA

 
 
Investments NU NA
 
C Corporation 0 0 0 % Yes  
(110) Inversiones Santa Rita SA

 
 
Investments NU NA
 
C Corporation 0 0 0 % Yes  
(111) Inversiones Tres Cumbres Ltda

Avenida Vitacura N 5093
Oficina 601
Vitacura,Santiago  
CI
98-0446986
Investments CI NA
 
C Corporation 0 0 0 % Yes  
(112) Jade Retail Inc

PO Box 309 Ugland House
George Town,Grand CaymanKY11104
CJ
98-1401548
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(113) Jus BG I - Feeder LP

PO Box 309 Ugland House
George Town,Grand CaymanKY11104
CJ
98-1018586
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(114) Kepos Institutional Opportunities Fund LTD

 
 
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(115) La Jacaranda SA

 
 
Investments NU NA
 
C Corporation 0 0 0 % Yes  
(116) La Mora SA

 
 
Investments NU NA
 
C Corporation 0 0 0 % Yes  
(117) La Zarza SA

 
 
Investments NU NA
 
C Corporation 0 0 0 % Yes  
(118) Las Acacias SA

 
 
Investments NU NA
 
C Corporation 0 0 0 % Yes  
(119) Las Misiones SA

 
 
Investments AR NA
 
C Corporation 0 0 0 % Yes  
(120) LCM Global Alternative Returns Feeder Fund II LP

 
 
98-1626267
Investments JE NA
 
C Corporation 0 0 0 % Yes  
(121) LCM Global Alternative Returns Feeder Fund LP

 
 
98-1529383
Investments JE NA
 
C Corporation 0 0 0 % Yes  
(122) Lifetime Centrecourt Grenville Limited Partnership

22 St Clair Avenue East
Suite 1010
Toronto,ONM4T2S3
CA
98-0684331
Investments CA NA
 
C Corporation 0 0 0 % Yes  
(123) Los Arrayanes SA

 
 
Investments NU NA
 
C Corporation 0 0 0 % Yes  
(124) Los Laureles SA

 
 
Investments NU NA
 
C Corporation 0 0 0 % Yes  
(125) Luxco Lending Fund II Sarl

 
 
Investments LU NA
 
C Corporation 0 0 0 % Yes  
(126) Man Funds IX SPC - Man Insititutional Portfolio Aquila SP

PO Box 309 Ugland House
  Grand CaymanKY11104
CJ
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(127) MAP 850 SP

190 Elgin Avenue
George Town,Grand CaymanKY19008
CJ
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(128) MCR Opportunity Fund I REIT LLC

1503 LBJ Freeway
Suite 300
Dallas,TX75234
85-2050139
Investments   NA
 
C Corporation 0 0 0 % Yes  
(129) MCR Opportunity Fund I TRS LLC

1503 LBJ Freeway
Suite 300
Dallas,TX75234
85-2094881
Investments   NA
 
C Corporation 0 0 0 % Yes  
(130) MCROpp Coinvest REIT I LLC

1503 LBJ Freeway
Suite 300
Dallas,TX75234
86-2931195
Investments   NA
 
C Corporation 0 0 0 % Yes  
(131) MCROpp Coinvest REIT I TRS LLC

1503 LBJ Freeway
Suite 300
Dallas,TX75234
86-2968431
Investments   NA
 
C Corporation 0 0 0 % Yes  
(132) MCROpp New York Lex Coinvest REIT LLC

1503 LBJ Freeway
Suite 300
Dallas,TX75234
87-1410039
Investments   NA
 
C Corporation 0 0 0 % Yes  
(133) MCROpp New York Lex REIT LLC

1503 LBJ Freeway
Suite 300
Dallas,TX75234
87-1423955
Investments   NA
 
C Corporation 0 0 0 % Yes  
(134) Mirabilis SA

Calle Las begonias No 475
Dpto 702
San Isidoro,Lima  
PE
Investments PE NA
 
C Corporation 0 0 0 % Yes  
(135) Nicarao I Ltd

 
 
98-0643167
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(136) Nicarao II Ltd

 
 
98-0643169
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(137) Nicarao Ltd

Maples Corporate Services Ltd
PO Box 309 Ugland House
  Grand CaymanKY11104
CJ
98-0643164
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(138) Nicateca Inc

C/O Walkers SPV Ltd
Walker House 87 Mary St
George Town,Grand CaymanKY11104
CJ
98-0520487
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(139) Nicateca SA

 
 
Investments NU NA
 
C Corporation 0 0 0 % Yes  
(140) Nomina (No 1253) Limited

 
 
Investments UK NA
 
C Corporation 0 0 0 % Yes  
(141) Northern Rosella Trust

 
 
98-6081350
Investments AS Green Rosella Trust
 
C Corporation 0 0 100 % Yes  
(142) Opera SA

 
 
Investments NU NA
 
C Corporation 0 0 0 % Yes  
(143) Optii Solutions Inc

1503 LBJ Freeway
Suite 300
Dallas,TX75234
87-3430942
Investments   NA
 
C Corporation 0 0 0 % Yes  
(144) PAG Asia Alpha Feeder Limited

PO Box 472 2nd Floor Harbor Place
103 S Church St
George Town,Grand CaymanKY11106
CJ
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(145) Parfen SRL

 
 
Investments UY NA
 
C Corporation 0 0 0 % Yes  
(146) Pearl Retail Inc

PO Box 309 Ugland House
George Town,Grand CaymanKY11104
CJ
98-1048757
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(147) Pinares AARL

 
 
98-0641950
Investments UY NA
 
C Corporation 0 0 0 % Yes  
(148) POOLED INCOME FUNDS (3)

 
 
CHARITABLE TRUST MA NA
 
Trust 0 0 0 % Yes  
(149) Potrero Institutional Fund Ltd

 
 
98-1544994
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(150) Pular SpA

c/o Aninat Schwencke Cia Av
Los Conquistadores 1700 Piso 16
  Santiago  
CI
Investments CI NA
 
C Corporation 0 0 0 % Yes  
(151) RC IV CAYMAN ICW BLOCKER LLC

1180 PEACHTREE STREET NE
SUITE 2500
Atlanta,GA30309
98-1643897
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(152) Relf Investments Cooperatief UA

 
 
98-1510059
Investments NL NA
 
C Corporation 0 0 0 % Yes  
(153) Represa Properties Ltd

Ugland House South Church Street
PO Box 309
George Town,Grand CaymanKY11104
CJ
Investments CJ GBE Investments Limited
 
C Corporation 0 0 98.9 % Yes  
(154) RETIREMENT PLAN TRUST FOR EMPLOYEES OF HARVARD UNIVERSITY

1033 MASS AVE 3RD FL
CAMBRIDGE,MA02138
04-2636388
Investments MA NA
 
Trust 0 0 0 % Yes  
(155) Rio Mira Participacoes Ltda

Av das Americas 700 Bloco 5
Salas 123 A 128
Barra da Tijuca,Rio de Janeiro  
BR
Investments BR Terracal Propriedades Ltda
 
C Corporation 0 0 98.9 % Yes  
(156) Rosella Hold TC Pty Ltd

 
 
98-1126654
Investments AS Rosella Ltd
 
C Corporation 0 0 100 % Yes  
(157) Rosella Ltd

 
 
98-1120479
Investments CJ Blue Marble Holdings Corp
 
C Corporation 3,359,250 0 100 % Yes  
(158) Rosella Sub TC Pty Ltd

 
 
98-1126678
Investments AS Rosella Hold TC Pty Ltd
 
C Corporation 0 0 100 % Yes  
(159) Soroban Decarbonization Beneficiaries Cayman Fund II Ltd

190 Elgin Avenue
George Town,Grand CaymanKY19008
CJ
95-1645315
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(160) Soroban Opportunities Cayman Fund III Ltd

55 WEST 46TH STREET
32ND FLOOR
New York,NY10036
98-1585438
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(161) Star Asia Japan Special Situations IV Blocker LP

125 Gaither Drive Suite L
Mount Laurel,NJ08054
98-1531119
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(162) Star Asia Japan Special Situations V Blocker LP

Ugland House
  Grand CaymanKY11104
CJ
98-1568616
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(163) Star Asia Japan Special Situations VI Blocker LP

PO Box 309 Ugland House
George Town,Grand CaymanKY11104
CJ
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(164) Sustainable Teak Partcipacoes Ltda

Av Castelo Branco 272
Room 3 Sao Miguel
Caceres,Mato Grosso78200000
BR
98-0639215
Investments BR NA
 
C Corporation 0 0 0 % Yes  
(165) Tacora SpA

c/o Aninat Schwencke Cia Av
Los Conquistadores 1700 Piso 16
  Santiago  
CI
Investments CI NA
 
C Corporation 0 0 0 % Yes  
(166) Tagua SpA

2939 Avenida Isidora Goyenechea
11th Fl
Las Condes,Santiago  
CI
98-1120143
Investments CI NA
 
C Corporation 0 0 0 % Yes  
(167) TDCA REIT Inc

5130 South Alston Avenue Suite 210
Durham,NC27713
47-5575876
Investments DE NA
 
C Corporation 0 0 0 % Yes  
(168) Terena SA

 
 
Investments UY NA
 
C Corporation 0 0 0 % Yes  
(169) Terracal Alimentos e Bioenergia - Unidade Bahia Ltda

Av das Americas 700 Bl 5
Salas 123 A 128
Barra da Tijuca,Rio de Janeiro  
BR
Investments BR Terracal Alimentos e Bioenergia Ltda
 
C Corporation 0 0 98.9 % Yes  
(170) Terracal Alimentos e Bioenergia - Unidade Maranhao Ltda

Fazenda Santo Anonio da Manga
S/N Zona Rural
  Maranhao  
BR
Investments BR Terracal Alimentos e Bioenergia Ltda
 
C Corporation 0 0 98.9 % Yes  
(171) Terracal Alimentos e Bioenergia - Unidade Piaui Ltda

Rua Alvaro Mendes N 2346 Sala C
Centro Norte
  Teresina-PL  
BR
Investments BR Terracal Alimentos e Bioenergia Ltda
 
C Corporation -17,169 1,185 98.9 % Yes  
(172) Terracal Alimentos e Bioenergia Ltda

Av das Americas 700 Bl 5
Salas 123 A Norte
Barra da Tijuca,Rio de Janeiro  
BR
Investments BR GBE Development V Ltd
 
C Corporation -736,692 134,572 98.9 % Yes  
(173) Terracal Participacoes Ltda

Av das Americas 700 Bloco 5
Salas 123 A 128
Barra da Tijuca,Rio de Janeiro  
BR
Investments BR Represa Properties Ltd
 
C Corporation 0 0 98.9 % Yes  
(174) Terracal Propriedades Ltda

Av das Americas 700 Bloco 5
Salas 123 A 128
Barra da Tijuca,Rio de Janeiro  
BR
Investments BR Represa Properties Ltd
 
C Corporation 0 0 98.9 % Yes  
(175) Topwater Partners Offshore LTD

520 MADISON AVENUE
New York,NY10022
98-1144747
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(176) Totora Ltd

c/o Maples Corporate Services Ltd
PO Box 309 Ugland House
  Grand CaymanKY11104
CJ
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(177) Travel Tech Acquisition Corporation

 
 
98-1589034
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(178) Tunuyan SA

 
 
Investments NU NA
 
C Corporation 0 0 0 % Yes  
(179) Two Sigma Mercury Cayman Fund Ltd

190 Elgin Avenue
George Town,Grand CaymanKY19005
CJ
98-1473352
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(180) Uniteca Agroflorestal SA

Ave Governador Ponce De Arruda
1
  Mato Grosso78110971
BR
Investments BR NA
 
C Corporation 0 0 0 % Yes  
(181) USRA Atlantic Net Lease Capital Corp

C/O US Realty Advisors LLC
1370 Ave of the Americas
New York,NY10019
45-2732642
Investments DE NA
 
C Corporation 0 0 0 % Yes  
(182) Voleon Composition International Fund LTD

190 Elgin Avenue
George Town,Grand CaymanKY19005
CJ
Investments CJ NA
 
C Corporation 0 0 0 % Yes  
(183) Western Rosella Trust

 
 
98-1126861
Investments AS Green Rosella Trust
 
C Corporation 3,101,688 62,198,454 100 % Yes  
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) BLACK KITE TRUST

R 2,436,999 ACTUAL CASH TRANSFERRED
(2) ROSELLA LTD

S 3,359,250 ACTUAL CASH TRANSFERRED




Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R, Part VII RELATED ORGANIZATIONS TAXABLE AS A TRUST THE TRUSTS LISTED ARE DOMICILED IN MASSACHUSETTS, NEW YORK, AND WASHINGTON, D.C.
Schedule R (Form 990) 2021

Additional Data


Software ID: 22016089
Software Version: 2022v5.0