Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
HAMPSHIRE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)200 BELLEVUE PARKWAY SUITE 250
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE198093747
A Employer identification number

45-4291634
B Telephone number (see instructions)

(302) 793-3277
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$116,924,808
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 21,439,704
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,396,052 2,396,052  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 43,766,171
b Gross sales price for all assets on line 6a 133,415,121
7 Capital gain net income (from Part IV, line 2)... 43,766,171
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... -12,823 -34,210  
12 Total. Add lines 1 through 11........ 67,589,104 46,128,013  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 70,417     70,417
14 Other employee salaries and wages...... 61,810 0 0 61,810
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... 1,905 0 0 1,905
b Accounting fees (attach schedule)....... 24,906 0 0 24,906
c Other professional fees (attach schedule).... 57,451 42,451   15,000
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 372,845 845   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 30,788     18,824
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 620,122 43,296 0 192,862
25 Contributions, gifts, grants paid....... 17,667,337 17,667,337
26 Total expenses and disbursements. Add lines 24 and 25 18,287,459 43,296 0 17,860,199
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 49,301,645
b Net investment income (if negative, enter -0-) 46,084,717
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,610 72,908 72,908
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow21,629
Less: allowance for doubtful accounts right arrow   27,877 21,629 21,629
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable................. 15,501    
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   2,943 2,943
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 27,917,715 Click to see attachment
List of Attached Documents:
// Content
30,877,176
30,877,176
c Investments—corporate bonds (attach schedule)....... 62,604,349 Click to see attachment
List of Attached Documents:
// Content
72,541,796
72,541,796
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 9,987,645 Click to see attachment
List of Attached Documents:
// Content
12,861,622
12,861,622
14 Land, buildings, and equipment: basis right arrow4,754
Less: accumulated depreciation (attach schedule) right arrow1,109 4,595 3,645 3,645
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
760,522
Click to see attachment
List of Attached Documents:
// Content
543,089
Click to see attachment
List of Attached Documents:
// Content
543,089
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 101,319,814 116,924,808 116,924,808
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 101,319,814 116,924,808
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 101,319,814 116,924,808
30 Total liabilities and net assets/fund balances (see instructions). 101,319,814 116,924,808
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
101,319,814
2
Enter amount from Part I, line 27a .....................
2
49,301,645
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
150,621,459
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
33,696,651
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
116,924,808
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 871. ABBOTT LABORATORIES     2023-03-10
b 872. APPLE INC.     2023-03-10
c 128.355 ARTIO GLOBAL INVESTMENT   2022-12-21 2023-03-10
d 18.418 ARTIO GLOBAL INVESTMENT     2023-03-10
e 2471.217 ARTIO GLOBAL INVESTMENT     2023-03-10
128.355 ARTIO GLOBAL INVESTMENT   2022-12-21 2023-03-10
18.418 ARTIO GLOBAL INVESTMENT     2023-03-10
2471.217 ARTIO GLOBAL INVESTMENT     2023-03-10
778. BANK OF AMERICA CORP   2015-03-30 2023-03-10
676. BERKSHIRE HATHAWAY INC.     2023-03-10
606. ISHARES MSCI EAFE   2012-12-18 2023-03-10
9192. ISHARES MSCI EAFE     2023-03-10
2208. ISHARES MSCI EAFE     2023-03-10
1828. ISHARES     2023-03-10
1828. ISHARES     2023-03-10
210. ISHARES CORE S&P MID-CAP     2023-03-10
210. ISHARES CORE S&P MID-CAP     2023-03-10
1958. ISHARES RUSSELL 2000     2023-03-10
7142. ISHARES RUSSELL 2000     2023-03-10
1603. ISHARES US   2012-12-19 2023-03-10
464. JPMORGAN CHASE & CO     2023-03-10
2081.898 JPMORGAN US LARGE CAP     2023-03-10
2678.524 JPMORGAN US LARGE CAP     2023-03-10
4001.401 JPMORGAN US LARGE CAP     2023-03-10
2081.898 JPMORGAN US LARGE CAP     2023-03-10
2678.524 JPMORGAN US LARGE CAP     2023-03-10
4001.401 JPMORGAN US LARGE CAP     2023-03-10
273.572 MANNING & NAPIER FUND INC     2023-03-10
457.808 MANNING & NAPIER FUND INC     2023-03-10
1691.181 MANNING & NAPIER FUND INC     2023-03-10
273.572 MANNING & NAPIER FUND INC     2023-03-10
457.808 MANNING & NAPIER FUND INC     2023-03-10
1691.181 MANNING & NAPIER FUND INC     2023-03-10
42.169 MATTHEWS     2023-03-10
114.036 MATTHEWS     2023-03-10
394.931 MATTHEWS     2023-03-10
42.169 MATTHEWS     2023-03-10
114.036 MATTHEWS     2023-03-10
394.931 MATTHEWS     2023-03-10
1762. MONDELEZ INTERNATIONAL, INC.     2023-03-10
1101. NIKE CLASS-B     2023-03-10
10295. SPDR S&P 500 ETF     2023-03-10
4235. SPDR S&P 500 ETF   2014-08-19 2023-03-10
6965. AMEX HEALTH CARE SELECT SECTOR     2023-03-10
2779. AMEX HEALTH CARE SELECT SECTOR     2023-03-10
369.135 SIT DIVIDEND GROWTH I SHARES     2023-03-10
547.103 SIT DIVIDEND GROWTH I SHARES     2023-03-10
2856.407 SIT DIVIDEND GROWTH I SHARES     2023-03-10
369.135 SIT DIVIDEND GROWTH I SHARES     2023-03-10
547.103 SIT DIVIDEND GROWTH I SHARES     2023-03-10
2856.407 SIT DIVIDEND GROWTH I SHARES     2023-03-10
10886. VANECK GOLD MINERS ETF   2012-09-21 2023-03-10
2614. VANECK GOLD MINERS ETF   2012-09-21 2023-03-10
9167. VANGUARD INTERNATIONAL EQUITY     2023-03-10
67733. VANGUARD INTERNATIONAL EQUITY     2023-03-10
21956. VANGUARD INTERNATIONAL EQUITY     2023-03-10
1143. VANGUARD FTSE ALL-WORLD   2016-10-04 2023-03-10
22393. VANGUARD FTSE ALL-WORLD     2023-03-10
451. VANGUARD FTSE EMERGING     2023-03-10
29345. VANGUARD FTSE EUROPEAN ETF   2017-04-25 2023-03-10
25155. VANGUARD FTSE EUROPEAN ETF   2017-04-25 2023-03-10
140. VANGUARD WORLD FDS   2016-01-22 2023-03-10
140. VANGUARD WORLD FDS   2016-01-22 2023-03-10
980. VANGUARD INFORMATION     2023-03-10
2242. VANGUARD COMMUNICATION SERVICE   2020-03-02 2023-03-10
21.155 DODGE & COX   2022-12-19 2023-03-13
17.152 DODGE & COX   2020-12-18 2023-03-13
920.51 DODGE & COX     2023-03-13
21.155 DODGE & COX   2022-12-19 2023-03-13
17.152 DODGE & COX   2020-12-18 2023-03-13
920.51 DODGE & COX     2023-03-13
2066. DEUTSCHE POST AG     2023-03-13
1056. NESTLE S.A.     2023-03-13
7616. ING GROEP N.V.   2021-02-03 2023-03-13
1790. UNILEVER PLC     2023-03-13
7790. XINGDA INTERNATIONAL HOLDINGS   2017-09-12 2023-03-22
1. GOLDMAN SACHS & CO   2023-11-01 2023-12-31
1. GOLDMAN SACHS & CO   2022-01-01 2023-12-31
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 84,860   26,534 58,326
b 129,574   24,311 105,263
c 1,726   1,762 -36
d 248   286 -38
e 33,238     33,238
1,726   1,762 -36
248   286 -38
33,238     33,238
23,519   12,083 11,436
206,455   112,959 93,496
41,727   33,967 7,760
632,928     632,928
152,035     152,035
124,099     124,099
124,099     124,099
51,461     51,461
51,461     51,461
345,119     345,119
1,258,856     1,258,856
132,959   28,833 104,126
62,043   22,039 40,004
31,395   32,491 -1,096
40,392   62,871 -22,479
60,341     60,341
31,395   32,491 -1,096
40,392   62,871 -22,479
60,341     60,341
3,179   3,327 -148
5,320   7,121 -1,801
19,652     19,652
3,179   3,327 -148
5,320   7,121 -1,801
19,652     19,652
845   874 -29
2,286   3,284 -998
7,918     7,918
845   874 -29
2,286   3,284 -998
7,918     7,918
114,705   66,090 48,615
129,646   31,436 98,210
3,986,425     3,986,425
1,639,875   646,966 992,909
867,080     867,080
345,961     345,961
4,887   5,057 -170
7,244   8,857 -1,613
37,819     37,819
4,887   5,057 -170
7,244   8,857 -1,613
37,819     37,819
295,815   597,964 -302,149
71,033   143,586 -72,553
805,032   551,298 253,734
5,948,210   4,356,266 1,591,944
1,928,143   1,405,081 523,062
59,030   51,989 7,041
1,156,491   1,139,698 16,793
17,647     17,647
1,725,000   1,552,308 172,692
1,478,697   1,279,343 199,354
16,041   10,548 5,493
16,041   10,548 5,493
342,318   163,442 178,876
197,248   204,438 -7,190
923   900 23
748   746 2
40,162     40,162
923   900 23
748   746 2
40,162     40,162
92,122   48,292 43,830
121,381   73,518 47,863
101,340   70,750 30,590
87,753   70,737 17,016
1,864   2,727 -863
55,472,913   55,302,955 169,958
52,379,469   21,353,092 31,026,377
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       58,326
b       105,263
c       -36
d       -38
e       33,238
      -36
      -38
      33,238
      11,436
      93,496
      7,760
      632,928
      152,035
      124,099
      124,099
      51,461
      51,461
      345,119
      1,258,856
      104,126
      40,004
      -1,096
      -22,479
      60,341
      -1,096
      -22,479
      60,341
      -148
      -1,801
      19,652
      -148
      -1,801
      19,652
      -29
      -998
      7,918
      -29
      -998
      7,918
      48,615
      98,210
      3,986,425
      992,909
      867,080
      345,961
      -170
      -1,613
      37,819
      -170
      -1,613
      37,819
      -302,149
      -72,553
      253,734
      1,591,944
      523,062
      7,041
      16,793
      17,647
      172,692
      199,354
      5,493
      5,493
      178,876
      -7,190
      23
      2
      40,162
      23
      2
      40,162
      43,830
      47,863
      30,590
      17,016
      -863
      169,958
      31,026,377
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 43,766,171
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 640,578
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 640,578
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 640,578
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 329,832
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 500,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 829,832
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 5,809
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 183,445
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow183,445 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowwww.hampshirefoundation.org
14
The books are in care ofright arrowGOLDMAN SACHS TRUST COMPANY OF DELAWARE Telephone no.right arrow (302) 793-3277

Located atright arrow200 BELLEVUE PARKWAY SUITE 250WILMINGTONDE ZIP+4right arrow198093747
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
Yes
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
NICHOLAS COURNOYER DIRECTOR, TREASURER
4
0    
151 NEW PARK AVENUE SUITE 7
HARTFORD,CT06106
SABINA E COURNOYER DIRECTOR, PRESIDENT
4
70,417    
151 NEW PARK AVENUE SUITE 7
HARTFORD,CT06106
AGATHE BOURGON DIRECTOR
4
0    
151 NEW PARK AVENUE SUITE 7
HARTFORD,CT06106
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 ALTERFIN CVBA 11.19.2021 FUNDS AS SHORT TERM WORKING CAPITAL TO COOPECAN'S ALPACA WOOL SPINNING PLANT.  
2 SHANANTINA 02.28.2018 A COPY OF THE FOUNDATION'S EXPEND. RESP AGREEMENT IS ON FILE AT THE FDN AND AVAIL UPON REQ  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
81,280,446
b
Average of monthly cash balances.......................
1b
15,360,132
c
Fair market value of all other assets (see instructions)................
1c
13,432,929
d
Total (add lines 1a, b, and c).........................
1d
110,073,507
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
110,073,507
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,651,103
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
108,422,404
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,421,120
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
5,421,120
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
640,578
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
640,578
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,780,542
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,780,542
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
4,780,542
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
17,860,199
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
17,860,199
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 4,780,542
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 734,554
b From 2019...... 2,880,680
c From 2020...... 662,370
d From 2021...... 4,494,230
e From 2022...... 6,789,183
f Total of lines 3a through e ........ 15,561,017
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 17,860,199
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2023 distributable amount..... 4,780,542
e Remaining amount distributed out of corpus 13,079,657
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 28,640,674
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
734,554
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
27,906,120
10 Analysis of line 9:
a Excess from 2019.... 2,880,680
b Excess from 2020.... 662,370
c Excess from 2021.... 4,494,230
d Excess from 2022.... 6,789,183
e Excess from 2023.... 13,079,657
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

THE BTS CENTER

97 INDIA STREET
MAINE,ME04101
NONE PC PROGRAM SUPPORT 5,000

CLEAN AIR TASK FORCE

114 STATE STREET 6TH FL
BOSTON,MA02109
NONE PC PROGRAM SUPPORT 1,080,000

INTER RELIGIOUS ECO-JUSTICE NETWORK

8 DOOLITTLE ROAD
PRESTON,CA06365
NONE PC PROGRAM SUPPORT 33,000

THE HUMANE LEAGUE

PO BOX 10476
ROCKVILLE,MD20849
NONE PC PROGRAM SUPPORT 50,000

KESTREL LAND TRUST INC

PO BOX 1016
AMHERST,MA01004
NONE PC PROGRAM SUPPORT 10,000

PEOPLE'S ACTION FOR CLEAN ENERGY (PACE)

29 NOTCH RD
WEST SIMSBURY,CT06092
NONE PC HEAT PUMP PROGRAM FOR 160,000

SAVE THE SOUND
(CT CLIMATE AWARENESS CAMPAIGN)
900 CHAPEL STREET
NEW HAVEN,CT06510
NONE PC PROGRAM SUPPORT 76,250

CONNECTICUT FORUM

750 MAIN STREET
HARTFORD,CT06103
NONE PC PROGRAM SUPPORT 10,000

CT LEAGUE OF CONSERVATION VOTERS

553 FARMINGTON AVENUE
HARTFORD,CT06105
NONE PC PROGRAM SUPPORT 40,000

ENVIRONMENTAL DEFENSE FUND

257 PARK AVENUE SOUTH
NEW YORK,NY10010
NONE PC PROGRAM SUPPORT 564,000

ROCKEFELLER PHILANTHROPY ADVISORS

90 CHURCH STREET
NEW YORK,NY10008
NONE PC PROGRAM SUPPORT 500,000

ONE ACRE FUND

2070 GREEN BAY ROAD 183
HIGHLAND PARK,IL60035
NONE PC SERVE SMALL SCALE FARMERS 202,132

FAMILY NATURE SUMMITS

15951 MALM CIR
HUNTINGTON BEACH,CA92647
NONE PC PROGRAM SUPPORT 10,000

CO-IMPACT (NEW VENTURE FUND)

1201 CONNECTICUT AVE NW SUITE 300
WASHINGTON,WA20036
NONE PC PROGRAM SUPPORT 250,000

VILLAGE ENTERPRISE

751 LAUREL STREET PMB 222
SAN CARLOS,CA94070
NONE PC PROGRAM SUPPORT 250,000

PROXIMITY DESIGNS

1107 FAIR OAKS AVE STE 802
SOUTH PASADENA,CA91030
NONE PC PROGRAM SUPPORT 125,000

FLORESTA PROJECT INC

PO BOX 173
NEW YORK,NY12464
NONE PC PROGRAM SUPPORT 500,000

MEDHA CORP

47 SOUTH STREET
NATICK,MA01760
NONE PC PROGRAM SUPPORT 75,000

VISIONSPRING INC

505 8TH AVENUE 12A07
NEW YORK,NY10018
NONE PC OPERATIONAL SUPPORT 350,000

SPARK MICROGRANTS

PO BOX 20435 GREELEY SQUARE STAT
NEW YORK,NY10001
NONE PC PROGRAM SUPPORT 250,000

NAMATI INC

1616 P STREET NW SUITE 101
WASHINGTON DC,WA20036
NONE PC PROGRAM SUPPORT 400,000

MONGABAY

1259 EL CAMINO REAL 150
MENLO PARK,CA94025
NONE PC PROGRAM SUPPORT 400,000

MYAGRO FARMS

RUE 14 PORTE 71 FASO KANU
THIES,BAMAKO00000
ML
NONE PC MOVE SMALL HOLDER FARMERS 450,000

CCCA COMBATANT CRAFT CREWMAN ASSOCIATION

275 W MADDISON AVE SUITE A
EL CAJON,CA92020
NONE PC PROGRAM SUPPORT 193,762

WINDWARD FUND

1201 CONNECTICUT AVE NW STE 300
WASHINGTON,DC20036
NONE PC PROGRAM SUPPORT 1,000,000

THE NUDGE FOUNDATION

1227 WILLOWDALE LN
IRVING,TX75063
NONE PC OPERATIONAL SUPPORT 250,000

AMERICANS FOR OXFORD INC

500 FIFTH AVENUE 32ND FLOOR
NEW YORK,NY10110
NONE PC PROGRAM SUPPORT 200,000

GREENPEACE LTD

1300 EYE ST NW STE 1100 EAST
WASHINGTON,DC20005
NONE PC PROGRAM SUPPORT 400,000

CIEL

1101 15TH STREET NW NO 11 FL
WASHINGTON,DC20005
NONE PC PROGRAM SUPPORT 350,000

TREES FOR THE FUTURE

7272 WISCONSIN AVENUE 113
BETHESDA,MD20901
NONE PC PROGRAM SUPPORT 375,000

ENVIRONMENTAL INVESTIGATION AGENCY

PO BOX 53343
WASHINGTON,DC20009
NONE PC PROGRAM SUPPORT 200,000

BOMA FOUNDATION

1101 15TH ST NW STE 800
WASHINGTON,DC20005
NONE PC PROGRAM SUPPORT 125,000

GLOBAL FOREST WATCH

10 G STREET NE SUITE 800
WASHINGTON,DC20002
NONE PC PROGRAM SUPPORT 500,000

THE NATURE CONSERVANCY

4245 FAIRFAX DRIVE
ARLINGTON,VA22203
NONE PC PROGRAM SUPPORT 350,000

BRIDGES TO PROSPERITY INC

1031 33RD STREET
DENVER,CO80205
NONE PC OPERATIONAL SUPPORT 250,000

HARTFORD PROMISE

750 MAIN STREET
HARTFORD,CT06103
NONE PC OPERATIONAL SUPPORT 75,000

FRIENDS OF RAISING THE VILLAGE INC

963-511 AVENUE OF THE AMERICAS
NEW YORK,NY10011
NONE PC OPERATIONAL SUPPORT 250,000

PANORAMA GLOBAL

2101 4TH AVE STE 2100
SEATTLE,WA98121
NONE PC PROGRAM SUPPORT 10,000

OUR COMMON HOME

15435 STRONG RD
DALLAS,OR97338
NONE PC PROGRAM SUPPORT 250,000

POTENTIAL ENERGY COALITION INC

477 MADISON AVE STE 600
NEW YORK CITY,NY10022
NONE PC PROGRAM SUPPORT 750,000

SUSTAINABLE CT

83 WINDHAM ST
WILLIMANTIC,CT06226
NONE PC PROGRAM SUPPORT 504,625

EDUCATE

195 MONTAGUE STREET
BROOKLYN,NY11201
NONE PC HELP COVER COSTS AND 200,000

BELLINGCAT FUND

10650 ROE AVE 171
OVERLAND PARK,KS66207
NONE PC PROGRAM SUPPORT 165,000

RAINFOREST ACTION NETWORK

425 BUSH ST STE 300
SAN FRANCISCO,CA94108
NONE PC PROGRAM SUPPORT 250,000

RAINFOREST FOUNDATION UK

50 COURT STREET BROOKLYN
NEW YORK,NY11201
NONE PC PROGRAM SUPPORT 300,000

RESOURCES LEGACY FUND

400 CAPITOL MALL SUITE 2150
SACRAMENTO,CA95814
NONE PC PROGRAM SUPPORT 150,000

AURIGA (MAPBIOMAS INDONESIA)

GREENLAND RESIDENCE BLK HH 17 NO
BUKIT CIMANGGU CITY,BUKIT CIMANGGU16165
ID
NONE PC PROGRAM SUPPORT 200,000

THE BUREAU OF INVESTIGATIVE JOURNALISM

124 FINCHLEY ROAD
LONDON,ENGLANDNW3 5JS
UK
NONE PC PROGRAM SUPPORT 200,000

RECOMMON

FLAT 1 ASKHAM COURT LILY STREET
CARDIFF,CARDIFFCF24 3EB
UK
NONE PC PROGRAM SUPPORT 42,089

ASSOCIATION SHERPA

80 QUAI DE JEMMAPES
PARIS,PARIS75010
FR
NONE PC PROGRAM SUPPORT 236,896

TENURE FACILITY

FRANZENGATAN 1B 6TH FLOOR
STOCKHOLM,STOCKHOLM112 51
SW
NONE PC PROGRAM SUPPORT 665,000

FERN EU

RUE DEDIMBOURG 26
BRUXELLES,BRUXELLES1050
BE
NONE PC PROGRAM SUPPORT 275,190

TREE AID

BRUNSWICK COURT BRUNSWICK SQUARE
BRISTOL,BRISTOLBS2 8PE
UK
NONE PC PROGRAM SUPPORT 498,162

MELIORE FOUNDATION

RUE AUX LAINES 70
BRUSSELS,BRUSSELS1000
BE
NONE PC PROGRAM SUPPORT 1,000,000

LA DIFFERENCE

39 AVENUE FIZI COMMUNE DIBANDA
BUKAVU,BUKAVUSUD KIVU
CG
NONE PC PROGRAM SUPPORT 50,000

CARBON LIMITS

C J HAMBRO PLASS 2
OSLO,OSLO0164
NO
NONE PC PROGRAM SUPPORT 219,080

BLUE MARINE FOUNDATION

SOUTH BUILDING
LONDON,LONDONWC2R 1LA
UK
NONE PC TO SUPPORT BLUE MARINE 122,034

IAMAP (MAPBIOMAS BRAZIL)

AV NOVE DE JULHO 5617 SALA 2 30 AN
JARDIM PAULISTA,JARDIM PAULISTA01407-912
BR
NONE PC PROGRAM SUPPORT 100,000

PLAN VIVO FOUNDATION

4 GAYFIELD PLACE LANE
EDINBURGH,EDINBURGHEH1 3NZ
UK
NONE PC TO SUPPORT THE IMPROVEMENT 183,179

EUROPEAN CLIMATE FOUNDATION

RIVIERVISMARKT 5
THE HAGUE,THE HAGUE2513 AM
NL
NONE PC PROGRAM SUPPORT 500,000

CLIENTEARTH

34 DRAYTON PARK
LONDON,LONDONN5 1PB
UK
NONE PC PROGRAM SUPPORT 486,938
Total .................................right arrow 3a 17,667,337
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 2,396,052  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 43,766,171  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP INCOME
900099 21,387 1 -34,210  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 21,387 46,128,013  
13Total. Add line 12, columns (b), (d), and (e)..................
13
46,149,400
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


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

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

45-4291634
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
HAMPSHIRE FOUNDATION INC
 
Employer identification number
45-4291634
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
THE HADLEY TRUST
 
630 FIFTH AVENUE
 
NEW YORK, NY10111

$ 25,219


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
THE CHIMBOTE US TRUST 122818
 
630 FIFTH AVENUE
 
NEW YORK, NY10111

$ 555,767


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
CHICAMA TRUST DTD 12142020
 
630 FIFTH AVENUE
 
NEW YORK, NY10111

$ 96,444


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
4
THE SABINA G COURNOYER FAMILYTRUST UA
 
200 BELLEVUE PARKWAY STE 250
 
WILMINGTON, DE19809

$ 21,744


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
5
WESTBOURNE LP
 
630 FIFTH AVENUE
 
NEW YORK, NY10111

$ 17,085,140


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
6
THE SABINA G COURNOYER FAMILYTRUST
 
200 BELLEVUE PARKWAY STE 250
 
WILMINGTON, DE19809

$ 3,655,390


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
HAMPSHIRE FOUNDATION INC
 
Employer identification number

45-4291634
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
5
MARKETABLE SECURITIES $ 17,085,140 2023-12-19
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
6
MARKETABLE SECURITIES $ 3,655,390 2023-12-19
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
HAMPSHIRE FOUNDATION INC
 
Employer identification number

45-4291634
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
HAMPSHIRE FOUNDATION INC
EIN:
45-4291634
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREP FEES 24,906     24,906

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

TY 2023 ExpenditureResponsibilityStmt
Name:
HAMPSHIRE FOUNDATION INC
EIN:
45-4291634
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
CLIENTEARTH
 
34 DRAYTON PARK
LONDON   N5 1PB
UK
2022-10-24 486,938 TO SUPPORT CLIENTEARTH'S MISSION TO USE THE POWER OF THE LAW TO PROTECT PEOPLE AND THE PLANET 486,938 GRANT RECIPIENT HAS NOT DIVERTED ANY PORTION OF THE GRANT FROM THE PURPOSE FOR WHICH THE GRANT WAS M 09/12/2024 2024-09-12 GRANT BEING SPENT AS EXPECTED
PLAN VIVO FOUNDATION
 
4 GAYFIELD PLACE LANE
EDINBURGH   EH1 3NZ
UK
2022-08-23 183,179 TO SUPPORT THE IMPROVEMENT OF PLAN VIVO'S PROJECT MANAGEMENT SYSTEMS A AND THE ESTABLISHMENT OF PLAN VIVO'S PRESENCE IN DIFFERENT REGIONS 183,179 GRANT RECIPIENT HAS NOT DIVERTED ANY PORTION OF THE GRANT FROM THE PURPOSE FOR WHICH THE GRANT WAS M 10/31/2024 2024-10-31 GRANT BEING SPENT AS EXPECTED SO FAR
BLUE MARINE FOUNDATION
 
SOUTH BUILDING SOMERSET HOUSE
LONDON   WC2R 1LA
UK
2022-09-08 122,034 TO SUPPORT BLUE MARINE FOUNDATION'S WORK TACKLING BOTTOM TRAWLING AND DREDGING IN THE UK 122,034 GRANT RECIPIENT HAS NOT DIVERTED ANY PORTION OF THE GRANT FROM THE PURPOSE FOR WHICH THE GRANT WAS M 10/31/2024 2024-10-31 GRANT BEING SPENT AS EXPECTED SO FAR
INSTITUTO DE APOIO AO MAPBIOMAS
 
AV NOVE DE JULHO 5617 SALA 2 3O AN
SAO PAULO   01.407-912
BR
2023-05-02 100,000 TO SUPPORT THE DEVELOPMENT OF MAPBIOMAS INDONESIA, A NOT-FOR-PROFIT INITIATIVE THAT PROVIDES LAND MAPPING AND TOOLS TO SUPPORT ENVIRONMENT 100,000 GRANT RECIPIENT HAS NOT DIVERTED ANY PORTION OF THE GRANT FROM THE PURPOSE FOR WHICH THE GRANT WAS M 07/08/2024 2024-07-08 GRANT SPENT AS EXPECTED
YAYASAN AURIGA NUSANTARA
 
GREENLAND RESIDENCE BLOK HH 17/16
BUKIT CIMANGGU CITY    
ID
2023-04-20 200,000 TO SUPPORT THE DEVELOPMENT OF MAPBIOMAS INDONESIA, A NOT-FOR-PROFIT INITIATIVE THAT PROVIDES LAND MAPPING AND TOOLS TO SUPPORT ENVIRONMENT 200,000 GRANT RECIPIENT HAS NOT DIVERTED ANY PORTION OF THE GRANT FROM THE PURPOSE FOR WHICH THE GRANT WAS M 5/03/2024 2024-05-03 GRANT SPENT AS EXPECTED
ASSOCIATION SHERPA
 
80 QUAI DE JEMMAPES
PARIS   75010
FR
2023-08-29 237,378 TO SUPPORT THEIR LEGAL ACTION, RESEARCH AND CAPACITY-BUILDING ACTIVITIES TO STRENGTHEN THE ACCOUNTABILITY OF ECONOMIC ACTORS 237,378 GRANT RECIPIENT HAS NOT DIVERTED ANY PORTION OF THE GRANT FROM THE PURPOSE FOR WHICH THE GRANT WAS M 7/16/2024 2024-07-16 GRANTS SPENT AS EXPECTED
CARBON LIMITS AS
 
CJ HAMBROS PLASS 2
OSLO   0164
NO
2023-07-04 219,080 TO SUPPORT EFFORTS TO REDUCE METHANE EMISSIONS IN EGYPT THROUGH CAPACITY BUILDING AND THE DEVELOPMENT OF MITIGATION STRATEGY 219,080 GRANT RECIPIENT HAS NOT DIVERTED ANY PORTION OF THE GRANT FROM THE PURPOSE FOR WHICH THE GRANT WAS M 06/28/2024 2024-06-28 GRANTS SPENT AS EXPECTED
MONGABAY ORG CORP
 
1259 EL CAMINO REAL 150 MENLO PARK
CALIFORNIA,CA09402
2023-07-07 400,000 TO SUPPORT THE PARTNER'S JOURNALISM AND GROWTH IN THE CONGO BASIN/ CENTRAL AFRICA, WITH A FOCUS ON CLIMATE CHANGE AND RELATED ENVIRONMENT 400,000 GRANT RECIPIENT HAS NOT DIVERTED ANY PORTION OF THE GRANT FROM THE PURPOSE FOR WHICH THE GRANT WAS M 06/26/2024 2024-06-26 GRANTS SPENT AS EXPECTED
STICHTING CENTER FOR CLIMATE CRIME ANALYSIS
 
TROMPSTRAAT 318 2518 BS THE HAGUE
NL
2023-11-02 193,762 TO SUPPORT THE PARTNER'S METHANE PROGRAM, WHICH USES RESEARCH AND ANALYSIS ON METHANE EMISSIONS TO SUPPORT THE LEGAL ACTION AGAINST 193,762 GRANT RECIPIENT HAS NOT DIVERTED ANY PORTION OF THE GRANT FROM THE PURPOSE FOR WHICH THE GRANT WAS C 11/30/2024 2024-11-30 GRANTS BEING SPENT AS EXPECTED SO FAR
GREENPEACE LIMITED
 
GREENPEACE HOUSE CANONBURY VILLAS
LONDON   N1 2PN
UK
2023-07-31 400,000 TO SUPPORT GREENPEACE AFRICA IN THE DRC AND GREENPEACE UNEARTHED A NOT-FOR-PROFIT JOURNALISM PLATFORM REPORTING ON ENVIRONMENTAL ISSUES 400,000 THE GRANT RECIPIENT HAS NOT DIVERTED ANY PORTION OF THE GRANT FROM THE PURPOSE FOR WHICH THE GRANT W 10/31/2024 2024-10-31 GRANT SPENT AS EXPECTED
ENSEMBLE POUR LA DIFFERENCE SCOOPS
 
39 AVENUE FIZI COMMUNE D IBANDA
BUKAVU    
CG
2023-05-30 50,000 TO SUPPORT THE NYANGE NYANGE RICE PROJECT IN THE DEMOCRATIC REPUBLIC OF CONGO 50,000 THE GRANT RECIPIENT HAS NOT DIVERTED ANY PORTION OF THE GRANT FROM THE PURPOSE FOR WHICH THE GRANT W 07/19/2024 2024-07-19 GRANTS SPENT AS EXPECTED.

TY 2023 InvestmentsCorpBondsSchedule
Name:
HAMPSHIRE FOUNDATION INC
EIN:
45-4291634
Name of Bond End of Year Book Value End of Year Fair Market Value
9EQ2HFXY8 GOLDMAN SACHS BANK U    
9LN02HUM0 GGB FRN 02/24/2042 F 8,950 8,950
9LN02HPD6 GGB STEP COUPON 02/2 11,795 11,795
9LN02HPE4 GGB STEP COUPON 02/2 11,863 11,863
9LN02HPF1 GGB STEP COUPON 02/2 11,457 11,457
9LN02HT34 GGB STEP COUPON 02/2 11,975 11,975
9LN02HTE0 GGB STEP COUPON 02/2 11,546 11,546
9LN02HTX8 GGB STEP COUPON 02/2 11,215 11,215
9LN02HTW0 GGB STEP COUPON 02/2 11,053 11,053
9LN02HTV2 GGB STEP COUPON 02/2 11,047 11,047
9LN02HTU4 GGB STEP COUPON 02/2 10,801 10,801
9LN02HTT7 GGB STEP COUPON 02/2 10,757 10,757
9LN02HTS9 GGB STEP COUPON 02/2 10,630 10,630
9LN02HTQ3 GGB STEP COUPON 02/2 11,335 11,335
9LN02HTF7 GGB STEP COUPON 02/2 10,493 10,493
9LN02HSS0 GGB STEP COUPON 02/2 10,481 10,481
9LN02HTR1 GGB STEP COUPON 02/2 10,406 10,406
539439109 LLOYDS BANKING GROUP    
872990171 LLOYDS BANKING GROUP    
BERKSHIRE HATHAWAY INC. CLASS    
EMPIRIC STUDENT PROPERTY PLC M    
ING GROEP N.V. SPONS ADR SPONS    
NAVIOS MARITIME PARTNERS L.P.    
NEW MOUNTAIN PARTNERS VI ACCES    
PRIVATE EQUITY MANAGERS (2016)    
912796Y86 U.S. TREASURY BILL D    
2824100A ABBOTT LABORATORIES C    
37833100A APPLE INC. CMN A    
60505104A BANK OF AMERICA CORP    
84670702A BERKSHIRE HATHAWAY I    
9EQ3KLF29 EMPIRIC STUDENT PROP    
135108880 GOLDMAN SACHS BANK U    
456837103 ING GROEP N.V. SPONS    
46625H100A JPMORGAN CHASE & CO    
Y62267409 NAVIOS MARITIME PART    
654106103_1 NIKE CLASS-B CMN C    
9EQ40WUS1 QUALITAS CONTROLADOR    
921937819 VANGUARD INTERMEDIAT 53,913,023 53,913,023
921937819A VANGUARD INTERMEDIA 5,635,400 5,635,400
921937819B VANGUARD INTERMEDIA 5,457,440 5,457,440
921937819C VANGUARD INTERMEDIA 4,499,719 4,499,719
921937819D VANGUARD INTERMEDIA 2,396,528 2,396,528
921937819E VANGUARD INTERMEDIA 463,882 463,882

TY 2023 InvestmentsCorpStockSchedule
Name:
HAMPSHIRE FOUNDATION INC
EIN:
45-4291634
Name of Stock End of Year Book Value End of Year Fair Market Value
38141W323 GS FINANCIAL SQUARE    
92189F106 VANECK GOLD MINERS E    
922042742 VANGUARD INTERNATION    
9HH02CUQ8 ISHARES FTSE CHINA A    
09253F408 ISHARES MSCI EAFE ET    
922042775 VANGUARD FTSE ALL-WO    
922042858 VANGUARD FTSE EMERGI 355,022 355,022
922042874 VANGUARD FTSE EUROPE    
81369Y209 AMEX HEALTH CARE SEL    
09253F804 ISHARES RUSSELL 2000    
46429B267 ISHARES US TECHNOLOG    
78462F103 SPDR S&P 500 ETF TRU    
92204A884 VANGUARD COMMUNICATI    
922908769 VANGUARD INDEX FUND    
92204A702 VANGUARD INFORMATION    
92204A306 VANGUARD WORLD FDS V    
92204A876 VANGUARD WORLD FUNDS    
9EQ3KLF29 EMPIRIC STUDENT PROP    
9EQ4JLVJ4 ING GROEP N.V. CMN    
Y62159143 NAVIOS MARITIME ACQU    
84670702 BERKSHIRE HATHAWAY IN    
84670702A BERKSHIRE HATHAWAY I    
2824100 ABBOTT LABORATORIES CM    
37833100 APPLE INC. CMN    
04315J837 ARTIO GLOBAL INVESTM    
60505104 BANK OF AMERICA CORP    
9EQ4CF3I7 DEUTSCHE KONSUM REIT 13,298 13,298
943380425 DHL GROUP CMN    
256206103 DODGE & COX INTERNAT    
38141W232 GS FINANCIAL SQUARE    
464287507 ISHARES CORE S&P MID    
09253F879 ISHARES MSCI EAFE ET    
09253F887 ISHARES RUSSELL 2000    
464287481 ISHARES RUSSELL MID-    
464287721 ISHARES US TECHNOLOG    
46625H100 JPMORGAN CHASE & CO    
4812A2389 JPMORGAN US LARGE CA    
563821602 MANNING & NAPIER FUN    
577130834 MATTHEWS PACIFIC TIG    
609207105 MONDELEZ INTERNATION    
9EQ24XTD4 NESTLE S.A. CMN    
654106103 NIKE CLASS-B CMN CLA    
82980D707 SIT DIVIDEND GROWTH    
9EQ13LWH0 UNILEVER PLC CMN    
922908595 VANGUARD INDEX FUND 1,776,787 1,776,787
9HH082L19 XINGDA INTERNATIONAL 8,694 8,694
922908595A VANGUARD INDEX FUN 899,781 899,781
922908595B VANGUARD INDEX FUN 3,060,530 3,060,530
922908595C VANGUARD INDEX FUN 3,784,845 3,784,845
922908595D VANGUARD INDEX FUN 3,485,948 3,485,948
46137V357 INVESCO S&P 500 EQUA 3,013,980 3,013,980
46137V357A INVESCO S&P 500 EQU 3,013,980 3,013,980
922908595E VANGUARD INDEX FUN 787,808 787,808
921943858 VANGUARD FTSE DEVELO 3,943,847 3,943,847
921943858A VANGUARD FTSE DEVEL 2,308,780 2,308,780
921943858B VANGUARD FTSE DEVEL 2,155,500 2,155,500
921943858C VANGUARD FTSE DEVEL 1,537,590 1,537,590
921943858D VANGUARD FTSE DEVEL 320,451 320,451
921943858E VANGUARD FTSE DEVEL 204,054 204,054
922042858A VANGUARD FTSE EMERG 146,933 146,933
922042858B VANGUARD FTSE EMERG 59,348 59,348

TY 2023 InvestmentsOtherSchedule2
Name:
HAMPSHIRE FOUNDATION INC
EIN:
45-4291634
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ARISAIG GLOBAL MARKETS - HF FMV 745,728 745,728
ARISAIG GLOBAL MARKETS - GI FMV 963,302 963,302
CONSULTA INTERNATIONAL - HF FMV 1,256,482 1,256,482
CONSULTA INTERNATIONAL - GI FMV 3,579,133 3,579,133
GRASSROOTS BUSINESS FUND FMV 27,249 27,249
LUMNI TALENT FUND FMV 62,351 62,351
WESTBOURNE INVESTMENTS      
MIRA INFRASTRUCTURE - HF FMV 568,476 568,476
MIRA INFRASTRUCTURE - GI FMV 700,450 700,450
MACQUARIE INFRASTRUCTURE - GI FMV 2,493,429 2,493,429
MACQUARIE INFRASTRUCTURE - HF FMV 1,068,612 1,068,612
BB BIOTECH VENTURES III FMV 8,189 8,189
CARBON DIRECT FUND II - HF FMV 113,872 113,872
CARBON DIRECT FUND II - GI FMV 227,745 227,745
PLS INC. FMV 749,999 749,999
SYSTEMIQ CAPITAL FUND II FMV 296,605 296,605

TY 2023 LegalFeesSchedule
Name:
HAMPSHIRE FOUNDATION INC
EIN:
45-4291634
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,905     1,905


TY 2023 OtherAssetsSchedule
Name:
HAMPSHIRE FOUNDATION INC
EIN:
45-4291634
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
COOPECAN - ALTERFIN 598,485 543,089 543,089
SHANANTINA 49,879 0 0
COOPECAN - ALTERFIN (NEW WC) 112,158 0 0


TY 2023 OtherDecreasesSchedule
Name:
HAMPSHIRE FOUNDATION INC
EIN:
45-4291634
Description Amount
UNREALIZED LOSS 19,882,772
CHANGE OF MV OVER BASIS OF CONTRIB ASSET 13,813,879


TY 2023 OtherExpensesSchedule
Name:
HAMPSHIRE FOUNDATION INC
EIN:
45-4291634
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PARTNERSHIP EXPENSE 5,727 0   -6,237
RENTAL EXPENSE 13,000 0   13,000
DEPRECIATION EXPENSE 951 0   951
SUBSCRIPTION FEES 5,246 0   5,246
INFORMATION TECHNOLOGY 287 0   287
INSURANCE EXPENSE 1,149 0   1,149
BANK FEES 874 0   874
MISCELLANEOUS FEES 13 0   13
UTILITIES 3,541 0   3,541


TY 2023 OtherIncomeSchedule2
Name:
HAMPSHIRE FOUNDATION INC
EIN:
45-4291634
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME -12,823 -34,210  


TY 2023 OtherProfessionalFeesSchedule
Name:
HAMPSHIRE FOUNDATION INC
EIN:
45-4291634
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 42,451 42,451    
GS ADVISORY FEES 15,000     15,000


TY 2023 TaxesSchedule
Name:
HAMPSHIRE FOUNDATION INC
EIN:
45-4291634
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES PAID 372,000 0   0
FOREIGN TAX 755 755   0
CORPORATE TAX 90 90   0