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 07-01-2023 , and ending 06-30-2024
Name of foundation
BHP FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1455 PENNSYLVANIA AVE NW
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20004
A Employer identification number

61-1714573
B Telephone number (see instructions)

(202) 383-4443
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$250,110,392
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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 24,258 24,258  
4 Dividends and interest from securities... 8,143,906 8,143,906  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -4,420,808
b Gross sales price for all assets on line 6a 114,083,383
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
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)....... 49,089 1,089  
12 Total. Add lines 1 through 11........ 3,796,445 8,169,253  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 86,815 0   86,815
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........       4,661
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 3,286,963 294,239   2,972,057
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 122,425 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 166,057 0   182,205
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 94,474 36   126,880
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,756,734 294,275   3,372,618
25 Contributions, gifts, grants paid....... 55,505,904 55,942,382
26 Total expenses and disbursements. Add lines 24 and 25 59,262,638 294,275   59,315,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -55,466,193
b Net investment income (if negative, enter -0-) 7,874,978
c Adjusted net income (if negative, enter -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............. 2,012,263 1,602,011 1,602,011
2 Savings and temporary cash investments......... 3,624,329 3,381,390 3,381,390
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   1,551,831    
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
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 arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 139,711,353 Click to see attachment
List of Attached Documents:
// Content
131,128,702
131,128,702
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 139,678,235 Click to see attachment
List of Attached Documents:
// Content
100,663,181
100,663,181
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).......... 10,482,823 Click to see attachment
List of Attached Documents:
// Content
10,912,396
10,912,396
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0
Click to see attachment
List of Attached Documents:
// Content
2,422,712
Click to see attachment
List of Attached Documents:
// Content
2,422,712
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 297,060,834 250,110,392 250,110,392
Liabilities 17 Accounts payable and accrued expenses.......... 314,935 276,667
18 Grants payable................. 1,086,478 650,000
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) Click to see attachment
List of Attached Documents:
// Content
32,443
Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 1,433,856 926,667
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........... 295,626,978 249,183,725
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 295,626,978 249,183,725
30 Total liabilities and net assets/fund balances (see instructions). 297,060,834 250,110,392
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
295,626,978
2
Enter amount from Part I, line 27a .....................
2
-55,466,193
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
9,022,940
4
Add lines 1, 2, and 3 ..........................
4
249,183,725
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
249,183,725
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 PUBLICLY TRADED SECURITIES      
b
c
d
e
(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 114,083,383   118,504,191 -4,420,808
b
c
d
e
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       -4,420,808
b
c
d
e
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 -4,420,808
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) 1 109,462
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........................... 3 109,462
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- ..... 5 109,462
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 115,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 115,000
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 32
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 5,506
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow5,506 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 arrowTX, DC
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 arrowHTTPS://WWW.BHP-FOUNDATION.ORG/EN/
14
The books are in care ofright arrowNATALIE EASTON Telephone no.right arrow (202) 383-4443

Located atright arrow1455 PENNSYLVANIA AVE NWWASHINGTONDC ZIP+4right arrow20004
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowUK
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CHARLES GOODYEAR THRU 122123 CHAIRMAN
5.00
50,000 0 0
1455 PENNSYLVANIA AVE NW
WASHINGTON,DC20004
VANDITA PANT CHAIR
4.00
0 0 0
1455 PENNSYLVANIA AVE NW
WASHINGTON,DC20004
KRISTEN RAY BEGAN 712023 PRESIDENT/EXECUTIVE OFFICER
40.00
0 0 0
1455 PENNSYLVANIA AVE NW
WASHINGTON,DC20004
NATALIE EASTON TREASURER
7.00
0 0 0
1455 PENNSYLVANIA AVE NW
WASHINGTON,DC20004
HELEN DRANSFIELD SECRETARY
24.00
0 0 0
1455 PENNSYLVANIA AVE NW
WASHINGTON,DC20004
CARLOS AVILA DIRECTOR
2.50
0 0 0
1455 PENNSYLVANIA AVE NW
WASHINGTON,DC20004
JAMES WILLIAM AGAR BEGAN 112723 DIRECTOR
2.50
0 0 0
1455 PENNSYLVANIA AVE NW
WASHINGTON,DC20004
HEATHER ANNE BROWN BEGAN 112723 DIRECTOR
2.50
0 0 0
1455 PENNSYLVANIA AVE NW
WASHINGTON,DC20004
LUIS FELIPE DUCHICELA THRU 112423 DIRECTOR
2.50
0 0 0
1455 PENNSYLVANIA AVE NW
WASHINGTON,DC20004
MAURO NEVES THRU 9123 DIRECTOR
2.50
0 0 0
1455 PENNSYLVANIA AVE NW
WASHINGTON,DC20004
GERALDINE SLATTERY THRU 62224 DIRECTOR
2.50
0 0 0
1455 PENNSYLVANIA AVE NW
WASHINGTON,DC20004
JP MORGAN TRUST COMPANY OF DELAWARE TRUSTEE OF VALDIVIAN TRUST
1.00
36,815 0 0
1455 PENNSYLVANIA AVE NW
WASHINGTON,DC20004
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
ECOADVISORS INC STRATEGIC ADVISORY 644,315
1758 HENRY STREET
HALIFAX,NSB3H 3K6
CA
POLLINATION FOUNDATION LIMITED CLIMATE COUNSELING 535,304
GROSVENOR PLACE 225 GEORGE STREET
SYDNEY,NSW2000
AS
FSG INC STRATEGIC ADVISORY 300,028
179 LINCOLN STREET 3RD FLOOR BOSTON
BOSTON,MA02111
BANK OF AMERICA PRIVATE BANK INVESTMENT MANAGEMENT 236,388
PO BOX 830269
DALLAS,TX75283
RECIPROCAL CONSULTING STRATEGIC ADVISORY 232,863
411-100 PARK ROYAL SOUTH
WEST VANCOUVER   BC V7T 1A2
CA
Total number of others receiving over $50,000 for professional services.............right arrow8
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 ENVIRONMENTAL RESILIENCE - SEE STATEMENT 15 1,305,760
2 US & CANADA - COUNTRY - SEE STATEMENT 16 389,016
3 EDUCATION EQUITY - SEE STATEMENT 17 245,688
4 AUSTRALIA - COUNTRY - SEE STATEMENT 18 166,534
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
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
269,144,907
b
Average of monthly cash balances.......................
1b
5,928,189
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
275,073,096
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
275,073,096
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
4,126,096
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
270,947,000
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
13,547,350
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
13,547,350
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
109,462
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
109,462
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
13,437,888
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
13,437,888
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
13,437,888
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
59,315,000
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
59,315,000
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 13,437,888
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...... 33,521,128
b From 2019...... 27,223,029
c From 2020...... 38,936,143
d From 2021...... 40,183,891
e From 2022...... 33,154,335
f Total of lines 3a through e ........ 173,018,526
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 59,315,000
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..... 13,437,888
e Remaining amount distributed out of corpus 45,877,112
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 5 218,895,638
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) ...
33,521,128
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
185,374,510
10 Analysis of line 9:
a Excess from 2019.... 27,223,029
b Excess from 2020.... 38,936,143
c Excess from 2021.... 40,183,891
d Excess from 2022.... 33,154,335
e Excess from 2023.... 45,877,112
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

ABORIGINAL AND TORRES STRAIT ISLANDER MATHEMATICS ALLIANCE (ATSIMA)

67 FLINDERS DRIVE
VALLEY VIEW,SOUTH AUSTRALIA5093
AS
N/A NC 2024 NATIONAL SUMMIT: INDIGENOUS STUDENTS AND MATHEMATICS EDUCATION EVENT 33,325

AUSTRALIAN INDIGENOUS GOVERNANCE INSTITUTE (AIGI)

5 SULLIVANS CREEK ROAD
CANBERRA,AUSTRALIAN CAPITA2601
AS
N/A NC SUPPORTING SELF-DETERMINED GOVERNANCE FOR INDIGENOUS DEVELOPMENT OUTCOMES THROUGH A NEW PRACTICE SET THAT BUILDS AND DISSEMINATES BEST PRACTICE TOOLS, RESEARCH AND TRAINING, AND DISRUPTS SYSTEMS TO ESTABLISH A STRENGTH-BASED POLICY FRAMEWORK FOR INDIGENOUS LED NATION BUILDING. 1,274,985

AUSTRALIAN LAND CONSERVATION ALLIANCE

LEVEL 3 349 COLLINS STREET
MELBOURNE,VICTORIA3000
AS
N/A NC DEVELOPMENT AND IMPLEMENTATION OF A LONGER TERM STRATEGY AND VISION FOR SUSTAINABLE DELIVERY OF ALCAS PRIVATE LANDS CONSERVATION CONFERENCES IN A WAY THAT INCREASES REACH AND EMPHASIZES INDIGENOUS LEADERSHIP 204,159

BAN KI-MOON CENTRE

112 EAST 71ST STREET APT 2
NEW YORK,NY10021
N/A PC LEADERSHIP DEVELOPMENT FOR NATIVE AND INDIGENOUS YOUTH IN THE AMERICAS (FELLOWSHIP PROGRAM) WITH BAN KI MOON CENTRE 250,000

BROOKINGS INSTITUION

1775 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20036
N/A PC IMPROVING EDUCATION OUTCOMES FOR CHILDREN AND YOUTH BY SYSTEMATIC USE OF EXISTING EVIDENCE BY EDUCATORS AND POLICYMAKERS ON DECISIONS OF INNOVATION. 1,965,123

BROOKINGS INSTITUTION

1775 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20036
N/A PC TRANSPARENCY TO REDUCE CORRUPTION: BUILD EVIDENCE BASE OF NATURAL RESOURCE GOVERNANCE INTERVENTIONS, EFFECTIVE IN REDUCING CORRUPTION AND ACHIEVING SUSTAINABLE DEVELOPMENT OUTCOMES - COLLABORATE TO BUILD THIS CAPACITY IN CIVIC/PUBLIC INSTITUTIONS 65,550

BROOKINGS INSTITUTION

1775 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20036
N/A PC SUPPORTING GLOBAL COLLABORATION TO ADVANCE ANTI-CORRUPTION 459,665

CENTRE FOR INDIGENOUS ENVIRONMENTAL RESOURCES (CIER)

PO BOX 26092 PRO MARYLAND
WINNIPEG,MANITOBAR3G 3R3
CA
N/A NC SUPPORTING CONSENT BASED WATER GOVERNANCE FOR LOCAL AND INDIGENOUS COMMUNITIES 938,325

COMMONWEALTH SCIENTIFIC AND INDUSTRIAL RESEARCH ORGANIZATION (CSIRO)

LIMESTONE AVENUE CAMPBELL
CANBERRA,AUSTRALIAN CAPITA2612
AS
N/A PC SUPPORT AND INCREASE THE DIVERSITY OF YOUNG PARTICIPANTS IN STEM ACROSS AUSTRALIA, PARTICULARLY FROM UNDER-REPRESENTED GROUPS (E.G ABORIGINAL AND TORRES-STRAIT ISLANDER, FEMALE-IDENTIFYING, REGIONAL AND LOW SOCIO-ECONOMIC GROUPS) 1,680,748

CONSERVATION INTERNATIONAL FOUNDATION

2011 CRYSTAL DRIVE SUITE 600
ARLINGTON,VA22202
N/A PC ENABLING POLICIES FOR HIGH INTEGRITY NATURE MARKETS - AIMED AT NATIONAL LEVEL, TRANSLATING HIGH-LEVEL GLOBAL ACTIVITIES INTO GUIDES TO UNLOCK FAIR AND JUST HIGH INTEGRITY NATURE MARKETS. 245,078

CONSERVATION INTERNATIONAL FOUNDATION

2011 CRYSTAL DRIVE SUITE 600
ARLINGTON,VA22202
N/A PC ALTO MAYO PROJECT SEEKS TO PROMOTE A SUSTAINABLE LANDSCAPE MODEL WHERE LIVELIHOODS ARE IMPROVED THROUGH SIMULTANEOUSLY PROMOTING CONSERVATION AND SUSTAINABLE PRODUCTION, RESILIENT TO CLIMATE CHANGE. 2,500,000

CONSERVATION INTERNATIONAL FOUNDATION

2011 CRYSTAL DRIVE SUITE 600
ARLINGTON,VA22202
N/A PC ALTO MAYO PROJECT SEEKS TO PROMOTE A SUSTAINABLE LANDSCAPE MODEL WHERE LIVELIHOODS ARE IMPROVED THROUGH SIMULTANEOUSLY PROMOTING CONSERVATION AND SUSTAINABLE PRODUCTION, RESILIENT TO CLIMATE CHANGE. 4,836,372

DUKE UNIVERSITY

2200 W MAIN STREET
DURHAM,NC27705
N/A PC ADVANCE THE TRANSFORMATION AND MODERNIZATION OF WATER DATA INFRASTRUCTURE IN THE US THROUGH INTEGRATED AND SHARED INFORMATION AND DECISION-MAKING. 1,226,791

EDUCATION ENDOWMENT FOUNDATION

17TH FLOOR MILLBANK TOWER 21-24
MILLBANK,LONDONSW1P4QP
UK
N/A NC DEVELOPING THE TEACHING AND LEARNING TOOLKIT. WHICH IDENTIFIES ACROSS COUNTRIES WHAT WORKS, FOR WHICH STUDENTS, IN WHICH CIRCUMSTANCES. BUILDING EVIDENCE HUBS WITH LOCAL EDUCATION JURISDICTIONS TO SUPPORT INNOVATION IN FUTURE TEACHING AND LEARNING. 2,265,862

EXTRACTIVE INDUSTRIES TRANSPARENCY INITIATIVE (EITI)

RADHUSGATA 26 3RD FLOOR
  OLSO151
NO
N/A NC ADDRESS GAP BETWEEN EITI STANDARD REQUIREMENTS AND COUNTRIES CAPACITY TO IMPLEMENT. BUILD EVIDENCE BASE TO DEMONSTRATE EFFECTIVE PUBLISHING AND USE OF BENEFICIAL OWNERSHIP DATA - PROVIDE TECHNICAL SUPPORT TO THOSE IMPLEMENTING THE DATA STANDARD. 926,909

FEEDBACK LABS ANNUAL SUMMIT

1100 13TH ST NW STE 80
WASHINGTON,DC20005
N/A PC PROJECT AIMS TO HOST LEARNING EVENTS THAT FOCUS ON THE INTEGRATION OF INDIGENOUS PERSPECTIVES ACROSS THREE PLEANARIES - LEARNING IN COMMINITY, GEOGRAPHY IN COMMUNITY AND GIVING IN COMMUNITY 40,000

FUNDACION CAPITAL AZUL

MARCO POLO 1111 APARTMENT 64
LAS CONDES,SANTIAGO7550479
CI
N/A PC STRENGTHENING THE SOCIO-ECOLOGICAL RESILIENCE OF MARINE REFUGES MANAGED BY ARTISANAL FISHERS IN CENTRAL CHILE 943,854

FUNDACION CHILE

AVENIDA PARQUE ANTONIO RABAT SUR
6165
SANTIAGO,VITACURA7660118
CI
N/A PC STRENGTHENING THE SOCIO-ECOLOGICAL RESILIENCE OF MARINE REFUGES MANAGED BY ARTISANAL FISHERS IN CENTRAL CHILE 900,000

FUNDACION ENCUENTROS DEL FUTURO

SANTA LUCIA 110 DP 68
REGION METROPOLITANA,SANTIAGO8320222
CI
N/A NC 2024 FUNDACION ENCUENTROS DEL FUTURO SUMMIT SUPPORTING THE FREE DISSEMINATION OF KNOWLEDGE IN SCIENCE, TECHNOLOGY AND ART. 140,000

FUNDACION PARA EL IMPLUSO DE LA EDUCACION Y CULTURA REIMAGINA

CRISTAL DE ABELLI 3051
LAS CONDES,SANTIAGO7550015
CI
N/A PC CONSORTIUM FOR TEACHING AND LEARNING IN THE 21ST CENTURY AIMS TO BRING TOGETHER PUBLIC AND PRIVATE PARTICIPANTS IN CHILE'S EDUCATION SECTOR TO COLLABORATE ON IDENTIFYING AND IMPLEMENTING EFFECTIVE AND INNOVATIVE EDUCATION SOLUTIONS, AND GENERATE EVIDENCE TO INFORM EDUCATION POLICY. 2,208,445

FUNDACION PARA EL IMPLUSO DE LA EDUCACION Y CULTURA REIMAGINA

CRISTAL DE ABELLI 3051
LAS CONDES,SANTIAGO7550015
CI
N/A PC CONSORTIUM FOR TEACHING AND LEARNING IN THE 21ST CENTURY AIMS TO BRING TOGETHER PUBLIC AND PRIVATE PARTICIPANTS IN CHILE'S EDUCATION SECTOR TO COLLABORATE ON IDENTIFYING AND IMPLEMENTING EFFECTIVE AND INNOVATIVE EDUCATION SOLUTIONS, AND GENERATE EVIDENCE TO INFORM EDUCATION POLICY. 946,478

FUNDACION PARA LA INCLUSION TECNOLGICA KODEA

EVARISTO LILLO 178 OFICINA 25
LAS CONDES,SANTIAGO7850110
CI
N/A PC LOS CREADORES HAS STRENGTHENED ITS DYNAMICS AS AN AWARD AND ADDED AN EDUCATIONAL PROGRAM THAT ON 2022 BECAME THE ESCUELA DE CREADORES (SCHOOL OF CREATORS), MAKING AN EDUCATIONAL PATH AVAILABLE WITH ONLINE AND IN-PERSON MEETINGS WHICH ALLOWS THEM TO HAVE ACCESS TO SCIENTIFIC-TECHNOLOGICAL CONTENT, LEARN ABOUT DIGITAL AND COMMUNICATION TOOLS. 140,000

FUNDACION PARA LA INCLUSION TECNOLGICA KODEA

EVARISTO LILLO 178 OFICINA 25
LAS CONDES,SANTIAGO7850110
CI
N/A PC TO INTEGRATE COMPUTATIONAL THINKING AND PROGRAMMING SKILLS INTO CHILE'S SCHOOL CURRICULUM AS A NECESSARY TOOL FOR THE DEVELOPMENT OF 21ST CENTURY SKILLS. 1,182,631

FUNDACION PUERTO DE IDEAS

AV PROVIDENCIA 1208 OF 1407
  SANTIAGO7550232
CI
N/A NC INCLUDES NATIONAL AND INTERNATIONAL VOICES OF THINKERS, SCIENTISTS, AUTHORS AND ARTISTS, THAT WILL ADDRESS, IN A MULTIDISCIPLINARY LANGUAGE, INVESTIGATIONS, IDEAS, INITIATIVES AND PROJECTS TO ALLOW THE PUBLIC A BETTER COMPREHENSION OF OUR ENVIRONMENT AND THE SOCIAL AND ENVIRONMENTAL CHALLENGES WE HAVE, THROUGH A VARIETY OF DISCIPLINES SUCH US ECOLOGY, SOCIOLOGY, PHILOSOPHY, ART, HISTORY, AND OTHERS, WITH AN SPECIAL FOCUS ON OCEANOGRAPHY AND RELATED SCIENCES 160,000

FUNDACION TIERRA AUSTRAL (FTA)

AVENIDA VITACURA 3585 DEPTO 702
  VITACURA7630532
CI
N/A NC ADVANCE THE TRANSFORMATIONAL LAND CONSERVATION OF THE MEDITERRANEAN VEGETATION HABITAT IMPLEMENTING CHILE'S LANDMARK CONSERVATION, THE DERECHO REAL DE CONSERVACION AT 5 SITES TO PERMANENTLY PROTECT THEM. 1,170,000

GLOBAL BUSINESS COALITION FOR EDUCATION

599 LEXINGTON AVENUE FLOOR 23
NEW YORK,NY10022
N/A PC ENHANCING SUSTAINABLE PARTICIPATION AND EFFECTIVE COLLABORATION BETWEEN THE PRIVATE SECTOR AND THE GLOBAL EDUCATION COMMUNITY - LEADING TO SYSTEMATIC OUTCOMES IN IMPROVING EDUCATION AND ACHIEVING SDG4. 731,872

GLOBAL IMPACT FOR OPEN OWNERSHIP

1199 NORTH FAIRFAX STREET SUITE 300
ALEXANDRIA,VA22314
N/A PC AMPLIFYING IMPACT FROM BENEFICIAL OWNERSHIP TRANSPERANCY (BOT) PROJECT - DOCUMENTING LEARNINGS AND SUPPOTING LEARNING EXCHANGES. 125,000

GLOBAL SCHOOLS FORUM

17TH FLOOR 21-24 MILLBANK
MILLBANK,LONDONSW1P4QP
UK
N/A NC SUPPORT THE FEB 2024 ANNUAL MEETING AND STUDY FORUM - A FLAGSHIP EVENT THE BRINGS TOGETHER RESEARCHERS, NON PROFITS, STUDENTS, FUNDERS TO DISCUSS THE CHALLENGES OF SECONDARY EDUCATION IN THE HOST COUNTRY 175,000

GREAT BARRIER REEF FOUNDATION

LEVEL 13300 ANN STRATEET
BRISBANE,QUEENSLAND4000
AS
N/A PC IMPROVE OUTCOMES FOR THE WORLDS CORAL REEFS DEPENDENT COMMUNITIES BY BUILDING RESILIENCE TO CLIMATE CHANGE THROUGH LOCAL ACTION AND CLIMATE RESILIENCE PLANS. 1,153,288

GREAT BARRIER REEF FOUNDATION

LEVEL 13300 ANN STRATEET
BRISBANE,QUEENSLAND4000
AS
N/A PC IMPROVE OUTCOMES FOR THE WORLDS CORAL REEFS DEPENDENT COMMUNITIES BY BUILDING RESILIENCE TO CLIMATE CHANGE THROUGH LOCAL ACTION AND CLIMATE RESILIENCE PLANS. 2,815,514

INDIGENOUS DESERT ALLIANCE (IDA)

76 WITTENOOM STREET
PERTH,WESTERN AUSTRALIA6004
AS
N/A PC PROJECT AIMS TO SUSTAIN THE HEALTH AND RESILIENCE OF AUSTRALIAS ICONIC DESERT COUNTRY AND ITS PEOPLE. 2,767,081

INTERNATIONAL INSTITUTE FOR SUSTAINABLE DEVELOPMENT (IISD)

111 LOMBARD AVENUE SUITE 325
WINNIPEG,MANITOBAR3B 0T4
CA
N/A PC ENHANCE UNDERSTANDING AND USE OF NATURAL INFRASTRUCTURE IN THE CANADIAN PRAIRIES TO MEET LONG-TERM WATER NEEDS AND BUILD LONG-TERM RESILIENCE BY PILOTING, TESTING AND SCALING (IF SUCCESSFUL) THE MAINSTREAM USE. 1,113,303

MAKEWAY FOUNDATION

400 - 163 WEST HASTINGS STREET
VANCOUVER,BCV6B 1H5
CA
N/A PC SUPPORTING THE CANADIAN NORTHWEST TERRITORIES ON THE LAND YOUTH COLLABORATIVE 187,294

NATIONAL ABORIGINAL COMMUNITY CONTROLLED HEALTH ORGANISATION

PO BOX 299
CANBERRA,AUSTRALIAN CAPITA2601
AS
N/A NC 2023 YOUTH CONFERENCE BRINGING TOGETHER INDIGENOUS YOUTH LEARN HOW TO INFLUENCING CHANGE. 59,462

OPEN CONTRACTING PARTNERSHIP (OCP)

121 AVENUE OF THE AMERICAS 6TH
FLOOR
NEW YORK,NY10013
N/A PC PROMOTING SOCIAL INCLUSION AND ENVIRONMENTAL SUSTAINABILITY BY DELIVERING IMPACTFUL PROCUREMENT REFORMS AT PARTNER COUNTRY LEVEL, AND BUILDING GLOBAL PUBLIC GOODS, NORMS AND GUIDANCE. 2,000,000

PACIFIC INSTITUTE

344 20TH STREET
OAKLAND,CA94612
N/A PC THE PACIFIC INSTITUTE HAS PLAYED A LEAD ROLE IN ANALYZING AND COMMUNICATING THE CONNECTIONS BETWEEN WATER, ENERGY, AND CLIMATE CHANGE - THIS PROJECT FOCUSES ON ENHANCING WATER RESILIENCE AND EQUITY ACROSS THE UNITED STATES. 1,151,376

POLLINATION FOUNDATION

185 CLARENCE STREET LEVEL 10
SYDNEY,NEW SOUTH WALES2000
AS
N/A PC SUPPORT INDIGENOUS LEADERS CARBON EXCHANGE ON FPIC AND OTHER MEASURES TO ENSURE FAIR AND EQUITABLE PRACTICES IN CARBON PROJECTS AND EXAMPLE OF BEST PRACTICE. 105,000

POLLINATION FOUNDATION

185 CLARENCE STREET LEVEL 10
SYDNEY,NEW SOUTH WALES2000
AS
N/A PC DEVELOP FRAMEWORK FOR IP&LC TO EXPLORE LEADING PROTECTION, RESTORATION AND STEWARDSHIP OF NATURE THROUGH NATURE CREDIT PROJECTS. 235,000

RAINFOREST ALLIANCE (RA)

233 BROADWAY 28TH FLOOR
NEW YORK,NY10279
N/A PC ENHANCING SUSTAINABILITY OUTCOMES AND LINKING FINANCE TO LANDSCAPE PERFORMANCE BY USING FIELD TESTING AT PILOT SITES AND PROMOTION AND SCALING UP DEMAND AND TESTING MODELS FOR LONG-TERM FUNDING OF THE LANDSCAPE STANDARD. 962,322

RECONCILIATION AUSTRALIA

KING GEORGE TERRACE
PARKEST,AUSTRALIAN CAPITA2600
AS
N/A NC THE INDIGENOUS GOVERNANCE PROGRAM SUPPORTS A NEW PRACTICE SET THAT BUILDS AND DISSEMINATES BEST PRACTICE TOOLS, RESEARCH AND TRAINING, AND DISRUPTS SYSTEMS TO ESTABLISH A STRENGTH-BASED POLICY FRAMEWORK FOR INDIGENOUS LED NATION BUILDING. 480,483

RECONCILIATION AUSTRALIA

KING GEORGE TERRACE
PARKEST,AUSTRALIAN CAPITA2600
AS
N/A NC THE NARRAGUNNAWALI PROGRAM SUPPORTS AUSTRALIAN SCHOOLS AND EARLY LEARNING SERVICES TO FOSTER A HIGHER LEVEL OF KNOWLEDGE AND PRIDE IN ABORIGINAL AND TORRES STRAIT ISLANDER HISTORIES, CULTURES AND CONTRIBUTIONS. 1,739,851

RESULTS FOR DEVELOPMENT INSTITUTE INC

1111TH ST NW SUITE 700
WASHINGTON,DC20036
N/A PC SUPPORTING LOCAL STAKEHOLDERS (PUBLIC SECTOR, PRIVATE SECTOR, AND CIVIL SOCIETY) TO PURSUE COMMON OBJECTIVES THROUGH MORE EFFECTIVE COLLECTIVE ACTION; AND FACILITATE COORDINATION AND COLLABORATION BETWEEN THOSE STAKEHOLDERS AND INTERNATIONAL COOPERATION AGENCIES AND INITIATIVES. 1,429,394

RURAL DEVELOPMENT INSTITUTE DBA LANDESA

1424 FOURTH AVE SUITE 300
SEATTLE,WA98101
N/A PC STRENGTHEN INCLUSIVE AND EFFECTIVE NATURAL RESOURCE GOVERNANCE. DEVELOP, TEST, AND AMPLIFY TOOLS, RESOURCES, AND COMMUNITIES OF PRACTICE TO SCALE UNDERSTANDING, CAPACITY, AND GOOD CONSULTATION AND CONSENT PRACTICES THAT BENEFIT ALL STAKEHOLDERS. 2,512,850

SMARTICE SEA MONITORING & INFORMATION INC

340 LEMARCHANT ROAD
ST JOHNS,NLA1E 1R2
CA
N/A NC ICE NAVIGATION, ECONOMIC SELF DETERMINATION AND CULTURE PRESERVATION FOR INUIT YOUTH AND COMMUNITIES 184,101

SOUTH AFRICA CENTER FOR EVIDENCE

16 BAKER STREET
ROSEBANK,JOHANNESBURK2196
SF
N/A NC SUPPORT THE AFRICA EVIDENCE YOUTH LEAGUE AS A PILOT TO ESTABLISH THE VIABILITY OF CONVENING SUCH YOUTH LEAGUES AS AN APPROACH TO TRANSFORMING THE PRACTICE OF USING EVIDENCE FOR EDUCATION DECISION MAKING. 186,615

TEACH FOR ALL (TFA)

25 BROADWAY 13TH FLOOR
NEW YORK,NY10004
N/A PC GROWING THE IMPACT OF LOCALLY ROOTED, GLOBALLY INFORMED COMMUNITY LEADERS WHO ARE CATALYZING COMMUNITY AND SYSTEM-LEVEL CHANGE IN THE EDUCATION SECTOR. 1,000,000

THE NATURE CONSERVANCY (TNC)

4245 FAIRFAX DR 100
ARLINGTON,VA22203
N/A PC STRENGTHENING THE SOCIO-ECOLOGICAL RESILIENCE OF MARINE REFUGES MANAGED BY ARTISANAL FISHERS IN CENTRAL CHILE 150,000

THE NATURE CONSERVANCY (TNC)

4245 FAIRFAX DR 100
ARLINGTON,VA22203
N/A PC CONSERVATION EFFORT TO PROTECT AND MANAGE THE VALDIVIAN COASTAL RESERVE IN THE LOS RIOS REGION IN SOUTH CENTRAL CHILE. 570,000

THE NATURE CONSERVANCY (TNC)

4245 FAIRFAX DR 100
ARLINGTON,VA22203
N/A PC BOREAL FOREST PROJECT AIMS TO CREATE A MODEL FOR SUSTAINABLE FORESTRY (LONG-TERM ECONOMIC BENEFITS, LOCAL AND INDIGENOUS COMMUNITY WELL-BEING, PROTECTION OF INTACT FOREST ECOSYSTEMS) AND USING THIS MODEL TO IMPROVE THE MANAGEMENT OF WORKING FORESTS IN CANADA AND WORLDWIDE. 906,507

UNITED NATIONS ENTITY FOR GENDER EQUALITY AND THE EMPOWERMENT OF WOMEN - UN

220 EAST 42ND STREET
NEW YORK,NY10017
N/A PC BREAKING BARRIERS AND NEGATIVE SOCIAL NORMS PREVENTING GIRLS AND YOUNG WOMEN FROM EQUAL ACCESS TO LEARNING OPPORTUNITIES AND IMPROVED LIVELIHOODS. LEVERAGING INNOVATIVE SOLUTIONS TO PROVIDE EDUCATION, EMPLOYMENT AND ENTREPRENEURSHIP ACCESS. 1,148,715

UNIVERSITY OF ALBERTA (UOFA) CILLDI

OFFICE OF THE VICE-PROVOST 2-40
SOUTH ACADEMIC BLDNG
EDMONTON,ALBERTAT6G 2M7
CA
N/A PC STRENGTHEN THE VITALITY OF INDIGENOUS LANGUAGES THROUGH GREATER PARTICIPATION AND SAFEKEEPING - INCLUDING (1) INCREASING NUMBER SPEAKERS, LEARNERS, QUALIFIED TEACHERS, COMMUNITY LANGUAGE INFLUENCERS; AND (2) BUILDING CAPACITY OF INDIVIDUALS, COMMUNITIES AND INSTITUTIONS FOR LONG-TERM HEALTH AND SUSTAINABILITY OF INDIGENOUS LANGUAGES. 2,704,436

UNIVERSITY OF SYDNEY (THE MATILDA CENTRE)

F23 ADM BLDG LEVEL 3 CORNER OF
EASTERN AVE CITY ROAD
CAMPERDOWN,NEW SOUTH WALES2006
AS
N/A PC TO BRING TOGETHER AUSTRALIA'S LEADING MENTAL HEALTH EXPERTS AND OTHERS TO DEVELOP SOUND RESEARCH AND GENERATE AN EVIDENCE BASE THAT ADVISES, INFORMS AND INFLUENCES DEVELOPMENT OF NATIONAL POLICY ON MENTAL HEALTH. 671,382

UNIVERSITY OF SYDNEY BRAIN AND MIND CENTRE (BMC)

F23 ADM BLDG LEVEL 3 CORNER OF
EASTERN AVE CITY ROAD
CAMPERDOWN,NEW SOUTH WALES2006
AS
N/A PC TO ESTABLISH A NOVEL YOUTH MENTAL HEALTH DECISION-SUPPORT ECOSYSTEM BY STRENGTHENING AND COORDINATING DELIVERY OF MENTAL HEALTH CARE THROUGH TOOLS AND TECHNOLOGY. 1,972,236
Total .................................right arrow 3a 55,942,382
bApproved for future payment

ECOAGRICULTURE INTERNATIONAL INC
2961-A HUNTER MILL ROAD SUITE 647
OAKTON,VA22124
N/A NC INTEGRATION OF IPLC VALUES AND VOICE IN LANDSCAPE FINANCE 500,000

FUNDACION PARA LA INCLUSION TECNOLGICA KODEA
EVARISTO LILLO 178 OFICINA 25
LAS CONDES,SANTIAGO7850110
CI
N/A NC LOS CREADORES HAS STRENGTHENED ITS DYNAMICS AS AN AWARD AND ADDED AN EDUCATIONAL PROGRAM THAT ON 2022 BECAME THE ESCUELA DE CREADORES (SCHOOL OF CREATORS), MAKING AN EDUCATIONAL PATH AVAILABLE WITH ONLINE AND IN-PERSON MEETINGS WHICH 150,000
Total ................................. right arrow 3b 650,000
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 ...........
    14 24,258  
4 Dividends and interest from securities ....     14 8,143,906  
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 -4,420,808  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFX MISC INCOME
    01 1,089  
bWRITE-OFF PRIOR YEAR ACCRUAL     01 48,000  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,796,445 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,796,445
(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

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

TY 2023 ExpenditureResponsibilityStmt
Name:
BHP FOUNDATION
EIN:
61-1714573
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
ABORIGINAL AND TORRES STRAIT ISLANDER MATHEMATICS ALLIANCE (ATSIMA)
 
67 FLINDERS DRIVE
VALLEY VIEW,SOUTH AUSTRALIA5093
AS
2024-09-03 33,325 2024 NATIONAL SUMMIT: INDIGENOUS STUDENTS AND MATHEMATICS EDUCATION EVENT 33,325 NONE 2/9/2024    
AUSTRALIAN INDIGENOUS GOVERNANCE INSTITUTE (AIGI)
 
5 SULLIVANS CREEK ROAD
CANBERRA,AUSTRALIAN CAPITA2601
AS
2023-02-23 1,274,984 SUPPORTING SELF-DETERMINED GOVERNANCE FOR INDIGENOUS DEVELOPMENT OUTCOMES THROUGH A NEW PRACTICE SET THAT BUILDS AND DISSEMINATES BEST PRACTICE TOOLS, RESEARCH AND TRAINING, AND DISRUPTS SYSTEMS TO ESTABLISH A STRENGTH-BASED POLICY FRAMEWORK FOR INDIGENOUS LED NATION BUILDING. 786,204 NONE 8/26/2024    
AUSTRALIAN LAND CONSERVATION ALLIANCE
 
LEVEL 3 349 COLLINS STREET
MELBOURNE,VICTORIA3000
AS
2024-06-11 204,159 DEVELOPMENT AND IMPLEMENTATION OF A LONGER TERM STRATEGY AND VISION FOR SUSTAINABLE DELIVERY OF ALCAS PRIVATE LANDS CONSERVATION CONFERENCES IN A WAY THAT INCREASES REACH AND EMPHASIZES INDIGENOUS LEADERSHIP 0 NONE REPORT PENDING    
AUSTRALIAN RED CROSS
 
23-47 VILLIERS ST
VICTORIA,NORTH MELBOURNE3051
AS
2022-04-28 1,414,600 FLOOD RELIEF 965,600 NONE 7/31/2023 AND 8/7/2024    
CENTRE FOR INDIGENOUS ENVIRONMENTAL RESOURCES (CIER)
 
PO BOX 26092 PRO MARYLAND
WINNIPEG,MANITOBAR3G 3R3
CA
2021-09-20 938,325 SUPPORTING CONSENT BASED WATER GOVERNANCE FOR LOCAL AND INDIGENOUS COMMUNITIES 874,251 NONE 3/15/24   REPORTING SATISFIED AS EQIVALENCY DETERMINATION WAS PUT IN PLACE 8/21/2024 AND WILL REMAIN LISTED UNTIL FULLY EXPENDED.
CENTRE FOR INDIGENOUS ENVIRONMENTAL RESOURCES (CIER)
 
PO BOX 26092 PRO MARYLAND
WINNIPEG,MANITOBAMB R3G 3R3
CA
2021-09-20 830,361 SUPPORTING CONSENT BASED WATER GOVERNANCE FOR LOCAL AND INDIGENOUS COMMUNITIES 830,361 NONE 12/31/2021, 3/31/2022, 6/30/2022, 2/21/23 AND 8/25/23    
CENTRE FOR INDIGENOUS ENVIRONMENTAL RESOURCES (CIER)
 
PO BOX 26092 PRO MARYLAND
WINNIPEG,MANITOBAMB R3G 3R3
CA
2021-09-20 782,978 SUPPORTING CONSENT BASED WATER GOVERNANCE FOR LOCAL AND INDIGENOUS COMMUNITIES 782,978 NONE 9/30/2022, 2/21/2023 AND 8/31/2023    
CENTRO DE INVESTIGACION DE FAUNA MARINA Y AVISTAMIENTO DE CETACEOS
 
JESUS TEJADA 621
MEJILLONES,ANTOFAGASTA1310000
CI
2022-08-01 47,606 IMPROVING FISHING RESOURCE CONDITIONS IN MEJILLONES CHILE, AND THE FISHING COMMUNITIES WELL-BEING BY DIVERSIFYING INCOME-PRODUCING ACTIVITIES INCLUDING RESTORING KELP ALGAE FORESTS. 47,606 NONE 9/5/2024    
EDUCATION ENDOWMENT FOUNDATION
 
17TH FLOOR MILLBANK TOWER 21-24
MILLBANK,LONDONSW1P4QP
UK
2022-06-13 2,265,862 DEVELOPING THE TEACHING AND LEARNING TOOLKIT. WHICH IDENTIFIES ACROSS COUNTRIES WHAT WORKS, FOR WHICH STUDENTS, IN WHICH CIRCUMSTANCES. BUILDING EVIDENCE HUBS WITH LOCAL EDUCATION JURISDICTIONS TO SUPPORT INNOVATION IN FUTURE TEACHING AND LEARNING. 972,643 NONE 3/6/2024    
EDUCATION ENDOWMENT FOUNDATION
 
MILLBANK TOWER 21-24 MILLBANK
  LONDONSW1P4QP
UK
2022-06-13 2,817,788 DEVELOPING THE TEACHING AND LEARNING TOOLKIT. WHICH IDENTIFIES ACROSS COUNTRIES WHAT WORKS, FOR WHICH STUDENTS, IN WHICH CIRCUMSTANCES. BUILDING EVIDENCE HUBS WITH LOCAL EDUCATION JURISDICTIONS TO SUPPORT INNOVATION IN FUTURE TEACHING AND LEARNING. 2,817,788 NONE 9/30/2021, 12/31/2021, 3/31/2022, 6/30/2022 AND 8/31/2023    
EXTRACTIVE INDUSTRIES TRANSPARENCY INITIATIVE
 
RADHUSGATA 26 3RD FLOOR
  OLSO0151
NO
2021-01-01 1,847,209 ADDRESS GAP BETWEEN EITI STANDARD REQUIREMENTS AND COUNTRIES CAPACITY TO IMPLEMENT. BUILD EVIDENCE BASE TO DEMONSTRATE EFFECTIVE PUBLISHING AND USE OF BENEFICIAL OWNERSHIP DATA - PROVIDE TECHNICAL SUPPORT TO THOSE IMPLEMENTING THE DATA STANDARD. 1,847,209 NONE 12/31/2022, 6/30/2023, 2/15/2024 AND 8/24/2024    
EXTRACTIVE INDUSTRIES TRANSPARENCY INITIATIVE (EITI)
 
RADHUSGATA 26 3RD FLOOR
  OLSO151
NO
2021-01-01 926,909 ADDRESS GAP BETWEEN EITI STANDARD REQUIREMENTS AND COUNTRIES CAPACITY TO IMPLEMENT. BUILD EVIDENCE BASE TO DEMONSTRATE EFFECTIVE PUBLISHING AND USE OF BENEFICIAL OWNERSHIP DATA - PROVIDE TECHNICAL SUPPORT TO THOSE IMPLEMENTING THE DATA STANDARD. 383,760 NONE 8/24/2024    
FUNDACION ENCUENTROS DEL FUTURO
 
SANTA LUCIA 110 DP 68
REGION METROPOLITANA,SANTIAGO8320222
CI
2024-01-16 140,000 2024 FUNDACION ENCUENTROS DEL FUTURO SUMMIT SUPPORTING THE FREE DISSEMINATION OF KNOWLEDGE IN SCIENCE, TECHNOLOGY AND ART.   NONE REPORT PENDING    
FUNDACION PARA LA INCLUSION TECNOLGICA KODEA
 
EVARISTO LILLO 178 OFICINA 25
LAS CONDES,SANTIAGO7850110
CI
2021-08-03 1,970,577 TO INTEGRATE COMPUTATIONAL THINKING AND PROGRAMMING SKILLS INTO CHILE'S SCHOOL CURRICULUM AS A NECESSARY TOOL FOR THE DEVELOPMENT OF 21ST CENTURY SKILLS. 1,970,577 NONE 9/31/2021, 12/31/2021, 3/31/2022, 6/30/2022, 6/30/2023 AND 7/31/2024    
FUNDACION PARA LA INCLUSION TECNOLGICA KODEA
 
EVARISTO LILLO 178 OFICINA 25
LAS CONDES,SANTIAGO7850110
CI
2021-01-01 1,595,722 TO INTEGRATE COMPUTATIONAL THINKING AND PROGRAMMING SKILLS INTO CHILE'S SCHOOL CURRICULUM AS A NECESSARY TOOL FOR THE DEVELOPMENT OF 21ST CENTURY SKILLS. 1,595,722 NONE 12/31/2021, 3/31/2022, 6/30/2022, 6/30/2023 AND 7/31/2024    
FUNDACION PARA LA INCLUSION TECNOLGICA KODEA
 
EVARISTO LILLO 178 OFICINA 25
LAS CONDES,SANTIAGO7850110
CI
2021-01-01 1,461,265 TO INTEGRATE COMPUTATIONAL THINKING AND PROGRAMMING SKILLS INTO CHILE'S SCHOOL CURRICULUM AS A NECESSARY TOOL FOR THE DEVELOPMENT OF 21ST CENTURY SKILLS. 1,158,601 NONE 11/30/2022, 8/31/2023 AND 7/31/2024   REPORTING SATISFIED AS EQIVALENCY DETERMINATION WAS PUT IN PLACE 10/29/2022 AND WILL REMAIN LISTED UNTIL FULLY EXPENDED.
FUNDACION PUERTO DE IDEAS
 
AV PROVIDENCIA 1208 OF 1407
  SANTIAGO7550232
CI
2024-05-24 160,000 SUPPORT 2024 FESTIVAL, A SUMIT OF NATIONAL AND INTERNATIONAL VOICES OF THINKERS, SCIENTISTS, AUTHORS AND ARTISTS, THAT WILL ADDRESS, IN A MULTIDISCIPLINARY LANGUAGE, INVESTIGATIONS, IDEAS, INITIATIVES AND PROJECTS TO ALLOW THE PUBLIC A BETTER COMPREHENSION OF OUR ENVIRONMENT AND THE SOCIAL AND ENVIRONMENTAL. 0 NONE REPORT PENDING    
FUNDACION TIERRA AUSTRAL (FTA)
 
AVENIDA VITACURA 3585 DEPTO 702
  VITACURA7630532
CI
2021-12-23 1,170,000 ADVANCE THE TRANSFORMATIONAL LAND CONSERVATION OF THE MEDITERRANEAN VEGETATION HABITAT IMPLEMENTING CHILE'S LANDMARK CONSERVATION, THE DERECHO REAL DE CONSERVACION AT 5 SITES TO PERMANENTLY PROTECT THEM. 0 NONE REPORT PENDING   REPORTING SATISFIED AS EQIVALENCY DETERMINATION WAS PUT IN PLACE 7/19/2024 AND WILL REMAIN LISTED UNTIL FULLY EXPENDED.
GLOBAL SCHOOLS FORUM
 
17TH FLOOR 21-24 MILLBANK
MILLBANK,LONDONSW1P4QP
UK
2023-08-23 175,000 SUPPORT THE FEB 2024 ANNUAL MEETING AND STUDY FORUM - A FLAGSHIP EVENT THE BRINGS TOGETHER RESEARCHERS, NON PROFITS, STUDENTS, FUNDERS TO DISCUSS THE CHALLENGES OF SECONDARY EDUCATION IN THE HOST COUNTRY 175,000 NONE 8/7/2024    
GREAT BARRIER REEF FOUNDATION
 
LEVEL 13300 ANN STREET
BRISBANE,QUEENSLAND4000
AS
2022-03-23 1,153,288 IMPROVE OUTCOMES FOR THE WORLDS CORAL REEFS DEPENDENT COMMUNITIES BY BUILDING RESILIENCE TO CLIMATE CHANGE THROUGH LOCAL ACTION AND CLIMATE RESILIENCE PLANS. 0 NONE 11/14/23 AND 4/28/23   REPORTING SATISFIED AS EQIVALENCY DETERMINATION WAS PUT IN PLACE 11/15/2023 AND WILL REMAIN LISTED UNTIL FULLY EXPENDED.
GREAT BARRIER REEF FOUNDATION
 
LEVEL 13300 ANN STREET
  BRISBANEQLD 4000
AS
2022-03-23 1,254,375 IMPROVE OUTCOMES FOR THE WORLDS CORAL REEFS DEPENDENT COMMUNITIES BY BUILDING RESILIENCE TO CLIMATE CHANGE THROUGH LOCAL ACTION. ESTABLISH DEMONSTRATION SITES (SIGNIFICANT CORAL REEFS) DEVELOP A CLIMATE RESILIENCE PLAN, IMPLEMENT PRIORITY ACTIONS. 0 NONE 11/14/23 AND 4/28/23   REPORTING SATISFIED AS EQIVALENCY DETERMINATION WAS PUT IN PLACE 11/15/2023 AND WILL REMAIN LISTED UNTIL FULLY EXPENDED.
INDIGENOUS DESERT ALLIANCE
 
587 NEWCASTLE STREET WEST PERTH
PERTH,EAST PERTH6005
AS
2020-09-22 1,198,184 PROJECT AIMS TO SUSTAIN THE HEALTH AND RESILIENCE OF AUSTRALIA'S ICONIC DESERT COUNTRY AND ITS PEOPLE. 1,198,184 NONE 12/31/2022, 6/30/2023, 8/8/2024 AND 8/13/2024    
INTERNATIONAL INSTITUTE FOR SUSTAINABLE DEVELOPMENT
 
111 LOMBARD AVENUE SUITE 325
WINNIPEG,MANITOBAR3B 0T4
CA
2022-01-07 1,143,487 ENHANCE UNDERSTANDING AND USE OF NATURAL INFRASTRUCTURE IN THE CANADIAN PRAIRIES TO MEET LONG-TERM WATER NEEDS AND BUILD LONG-TERM RESILIENCE BY PILOTING, TESTING AND SCALING (IF SUCCESSFUL) THE MAINSTREAM USE. 1,143,487 NONE 3/30/2022, 6/30/2022, 4/3/2023 AND 4/20/2024    
INTERNATIONAL INSTITUTE FOR SUSTAINABLE DEVELOPMENT
 
111 LOMBARD AVENUE SUITE 325
WINNIPEG,MANITOBAR3B 0T4
CA
2022-01-07 810,721 ENHANCE UNDERSTANDING AND USE OF NATURAL INFRASTRUCTURE IN THE CANADIAN PRAIRIES TO MEET LONG-TERM WATER NEEDS AND BUILD LONG-TERM RESILIENCE BY PILOTING, TESTING AND SCALING (IF SUCCESSFUL) THE MAINSTREAM USE. 381,105 NONE 12/31/2022, 4/3/2023, 6/30/2023, 4/20/2024 AND 8/26/2024   REPORTING SATISFIED AS IRS LETTER WAS RECEIVED AND WILL REMAIN LISTED UNTIL FULLY EXPENDED.
NATIONAL ABORIGINAL COMMUNITY CONTROLLED HEALTH ORGANISATION
 
PO BOX 299
CANBERRA,AUSTRALIAN CAPITA2601
AS
2023-10-25 59,462 2023 YOUTH CONFERENCE BRINGING TOGETHER INDIGENOUS YOUTH LEARN HOW TO INFLUENCING CHANGE. 59,462 NONE 4/29/2024    
POLLINATION FOUNDATION
 
185 CLARENCE STREET LEVEL 10
SYDNEY,NEW SOUTH WALES2000
AS
2024-03-20 105,000 SUPPORT INDIGENOUS LEADERS CARBON EXCHANGE ON FPIC AND OTHER MEASURES TO ENSURE FAIR AND EQUITABLE PRACTICES IN CARBON PROJECTS AND EXAMPLE OF BEST PRACTICE. 0 NONE REPORT PENDING   REPORTING SATISFIED AS EQIVALENCY DETERMINATION WAS PUT IN PLACE 4/10/2024 AND WILL REMAIN LISTED UNTIL FULLY EXPENDED.
RECONCILIATION AUSTRALIA
 
KING GEORGE TERRACE
PARKEST,AUSTRALIAN CAPITA2600
AS
2022-06-30 1,739,851 THE NARRAGUNNAWALI PROGRAM SUPPORTS AUSTRALIAN SCHOOLS AND EARLY LEARNING SERVICES TO FOSTER A HIGHER LEVEL OF KNOWLEDGE AND PRIDE IN ABORIGINAL AND TORRES STRAIT ISLANDER HISTORIES, CULTURES AND CONTRIBUTIONS. 1,302,496 NONE 8/23/23, 8/19/24 AND 8/29/24    
RECONCILIATION AUSTRALIA
 
KING GEORGE TERRACE
PARKEST,AUSTRALIAN CAPITA2600
AS
2023-02-16 480,483 THE INDIGENOUS GOVERNANCE PROGRAM SUPPORTS A NEW PRACTICE SET THAT BUILDS AND DISSEMINATES BEST PRACTICE TOOLS, RESEARCH AND TRAINING, AND DISRUPTS SYSTEMS TO ESTABLISH A STRENGTH-BASED POLICY FRAMEWORK FOR INDIGENOUS LED NATION BUILDING. 6,285 NONE 9/17/23    
SMARTICE SEA MONITORING & INFORMATION INC
 
340 LEMARCHANT ROAD
ST JOHNS,NLA1E 1R2
CA
2023-08-14 184,101 ICE NAVIGATION, ECONOMIC SELF DETERMINATION AND CULTURE PRESERVATION FOR INUIT YOUTH AND COMMUNITIES 0 NONE REPORT PENDING    
SOCIAL VENTURES AUSTRALIA (SVA)
 
LEVEL 7 1 CHIFLEY SQUARE
  SYDNEYNSW2000
AS
2021-04-30 390,900 DEVELOP FUNDAMENTALS FOR SYSTEMS CHANGE IN THE AUSTRALIAN EARLY CHILDHOOD DEVELOPMENT SECTOR BY ACTIVATING A FIELD LED NATIONAL STRATEGY (NATIONAL BLUEPRINT) FOR IMPROVING OUTCOMES AND INNOVATIVE EVIDENCE. 390,000 NONE 7/31/2021, 12/31/2021, 3/31/2022, 6/30/2022, 09/30/2022 AND 10/31/2023    
SOCIAL VENTURES AUSTRALIA (SVA)
 
LEVEL 7 1 CHIFLEY SQUARE
  SYDNEYNSW2000
AS
2023-09-05 155,899 DEVELOP FUNDAMENTALS FOR SYSTEMS CHANGE IN THE AUSTRALIAN EARLY CHILDHOOD DEVELOPMENT SECTOR BY ACTIVATING A FIELD LED NATIONAL STRATEGY (NATIONAL BLUEPRINT) FOR IMPROVING OUTCOMES AND INNOVATIVE EVIDENCE. 155,899 NONE 9/30/2022 AND 8/1/2024    
SOUTH AFRICA CENTER FOR EVIDENCE
 
16 BAKER STREET
ROSEBANK,JOHANNESBURK2196
SF
2023-06-16 186,615 SUPPORT THE AFRICA EVIDENCE YOUTH LEAGUE AS A PILOT TO ESTABLISH THE VIABILITY OF CONVENING SUCH YOUTH LEAGUES AS AN APPROACH TO TRANSFORMING THE PRACTICE OF USING EVIDENCE FOR EDUCATION DECISION MAKING. 156,924 NONE 1/31/24    
THE MELBOURNE UNIVERSITY
 
BUILDING 161 THE UNIVERSITY OF
MELBOURNE
  VICTORIA3010
AS
2020-07-16 1,590,157 AMSI "CHOOSE MATHS" PROGRAM TO INCREASE THE NUMBER OF GIRLS STUDYING MATHS; IMPROVE ACHIEVEMENT IN SCIENCE, TECHNOLOGY, ENGINEERING AND MATHS (STEM) EDUCATION; AND INCREASE FEMALE REPRESENTATION IN STEM-RELATED PROFESSIONS. 1,413,429 NONE 7/31/2021, 6/30/2022 AND 6/30/2023    
TRANSPARENCY INTERNATIONAL
 
ALT-MOABIT 96
  BERLIN10559
GM
2022-07-01 678,000 RISE UKRAINE SUPPORTS UKRAINE'S LEADING GOOD GOVERNANCE AND OPEN PUBLIC DATA CIVIC, GOVERNMENT AND BUSINESS INSTITUTIONS TO EMBED GOOD GOVERNANCE AND OPEN DATA PRINCIPLES INTO UKRAINE'S RECONSTRUCTION 211,242 NONE 12/31/2022 AND 1/31/2024    
UNIVERSITY OF ALBERTA CILLDI
 
2-40 SOUTH ACADEMIC BUILDING
EDMONTON,ALBERTAT6G 2G7
CA
2021-03-25 1,934,888 TO STRENGTHEN THE VITALITY OF INDIGENOUS LANGUAGES THROUGH GREATER PARTICIPATION AND SAFEKEEPING: (1) INCREASING NO F SPEAKERS, LEARNERS, QUALIFIED TEACHERS, COMMUNITY LANGUAGE INFLUENCERS; AND (2) BUILDING CAPACITY OF INDIVIDUALS, COMMUNITIES AND INSTITUTIONS TO ENSURE THE LONG-TERM HEALTH AND SUSTAINABILITY OF INDIGENOUS LANGUAGES. 1,934,888 NONE 9/31/2021, 12/31/2021, 2/4/2022, 4/3/2023 AND 1/31/2024    
UNIVERSITY OF SYDNEY (THE MATILDA CENTRE)
 
F23 ADM BLDG LEVEL 3 CORNER OF
EASTERN AVE CITY ROAD
NSW,CAMPERDOWN2006
AS
2020-08-17 788,385 TO BRING TOGETHER AUSTRALIA'S LEADING MENTAL HEALTH EXPERTS AND OTHERS TO DEVELOP SOUND RESEARCH AND GENERATE AN EVIDENCE BASE THAT ADVISES, INFORMS AND INFLUENCES DEVELOPMENT OF NATIONAL POLICY ON MENTAL HEALTH. 788,385 NONE 3/31/2022, 6/30/2023 AND 1/31/2024    
UNIVERSITY OF SYDNEY (THE MATILDA CENTRE)
 
F23 ADM BLDG LEVEL 3 CORNER OF
EASTERN AVE CITY ROAD
NSW,CAMPERDOWN2006
AS
2023-05-31 72,023 TO BRING TOGETHER AUSTRALIA'S LEADING MENTAL HEALTH EXPERTS AND OTHERS TO DEVELOP SOUND RESEARCH AND GENERATE AN EVIDENCE BASE THAT ADVISES, INFORMS AND INFLUENCES DEVELOPMENT OF NATIONAL POLICY ON MENTAL HEALTH. 72,023 NONE 6/30/2024    
UNIVERSITY OF SYDNEY BRAIN AND MIND CENTRE (BMC)
 
F23 ADM BLDG LEVEL 3 CORNER OF
EASTERN AVE CITY ROAD
NSW,CAMPERDOWN2006
AS
2021-01-18 2,096,600 TO ESTABLISH A NOVEL YOUTH MENTAL HEALTH DECISION-SUPPORT ECOSYSTEM BY STRENGTHENING AND COORDINATING DELIVERY OF MENTAL HEALTH CARE THROUGH TOOLS AND TECHNOLOGY. 852,138 NONE 9/30/2021, 12/31/2021, 3/31/2022, 6/30/2022, 12/31/2022 AND 1/31/2024   REPORTING SATISFIED AS EQIVALENCY DETERMINATION WAS PUT IN PLACE 2/28/2023 AND WILL REMAIN LISTED UNTIL FULLY EXPENDED.
UNIVERSITY OF SYDNEY BRAIN AND MIND CENTRE (BMC)
 
F23 ADM BLDG LEVEL 3 CORNER OF
EASTERN AVE CITY ROAD
NSW,CAMPERDOWN2006
AS
2021-02-17 741,118 TO ESTABLISH A NOVEL YOUTH MENTAL HEALTH DECISION-SUPPORT ECOSYSTEM BY STRENGTHENING AND COORDINATING DELIVERY OF MENTAL HEALTH CARE THROUGH TOOLS AND TECHNOLOGY. 741,118 NONE 9/31/2021, 12/31/2021, 3/31/2022, 6/30/2022 AND 2/20/2023    

TY 2023 GeneralExplanationAttachment
Name:
BHP FOUNDATION
EIN:
61-1714573
Identifier Return Reference Explanation
DIRECT CHARITABLE ACTIVITIES PART VIII-A, LINE 1 ENVIRONMENTAL RESILIENCETHE ENVIRONMENT RESILIENCE PROGRAM AIMS TO SUPPORT NEW WAYS OF CONSERVING AND SUSTAINABLY MANAGING LARGE-SCALE, GLOBALLY SIGNIFICANT NATURAL ENVIRONMENTS FOR THE BENEFIT OF FUTURE GENERATIONS. WE TAKE A RIGHTS-BASED HUMAN CENTERED APPROACH TO BUILDING ENVIRONMENTAL RESILIENCE. FOR INDIGENOUS PEOPLES WITH A PROFOUND CONNECTION TO AND DEPENDENCE ON TRADITIONAL LANDS, NATURAL ECOSYSTEMS ALSO SUPPORT THEIR LIVELIHOODS AND CULTURES AND MUST BE CONSERVED FOR THE BENEFIT OF FUTURE GENERATIONS. SUPPORT COSTS FOR THE PROGRAM INCLUDE, GROWTH PROGRAM EVALUATION AND STRATEGIC ENVIRONMENTAL CONSULTING PARTNERS.
DIRECT CHARITABLE ACTIVITIES PART VIII-A, LINE 2 US & CANADA COUNTRY PROGRAM THE US AND CANADA COUNTRY PROGRAMS AIM TO HARNESS THE POTENTIAL OF YOUNG INDIGENOUS PEOPLE THROUGH IMPROVED EDUCATION AND CAREER PATHWAYS, AND SUPPORTING SELF-DETERMINATION INITIATIVES. WATER PROJECTS SUPPORT IMPROVED GOVERNANCE AND MANAGEMENT OF WATER RESOURCES TO MEET THE NEEDS OF LOCAL COMMUNITIES. SUPPORT COSTS FOR THE PROGRAM RELATE PRIMARILY TO PROGRAM EVALUATION, STRATEGIC WATER PARTNER LEARNING NETWORKS.
DIRECT CHARITABLE ACTIVITIES PART VIII-A, LINE 3 EDUCATION EQUITY PROGRAMTHE EDUCATION EQUITY PROGRAM AIMS TO ENHANCE OPPORTUNITIES FOR DISADVANTAGED YOUNG PEOPLE TO ACCESS, PARTICIPATE IN AND ACHIEVE A QUALITY EDUCATION. INEQUALITY AND DISADVANTAGE LIE AT THE HEART OF THE GLOBAL EDUCATION CHALLENGE. DESPITE GLOBAL PROGRESS IN ACCESS TO EDUCATION IN RECENT YEARS, MORE THAN A QUARTER OF A BILLION CHILDREN REMAIN OUT OF SCHOOL TODAY. HUNDREDS OF MILLIONS MORE ARE NOT LEARNING WHEN THEY ARE IN SCHOOL. QUALITY EDUCATION AND LEARNING IS THE PATHWAY TO BUILDING THE SKILLS AND KNOWLEDGE PEOPLE NEED TO SEIZE OPPORTUNITIES TO ENHANCE THEIR LIVES AND THEIR CONTRIBUTION TO COMMUNITIES AND SOCIETIES. SUPPORT COSTS FOR THE PROGRAM RELATE PRIMARILY TO PROGRAM EVALUATION.
DIRECT CHARITABLE ACTIVITIES PART VIII-A, LINE 4 AUSTRALIA COUNTRY PROGRAMTHE AUSTRALIA COUNTRY PROGRAM AIMS TO SHAPE A MORE EQUITABLE AND SUSTAINABLE AUSTRALIA THROUGH A FOCUS ON INDIGENOUS SELF-DETERMINATION, AND THE WELLBEING OF CHILDREN AND YOUNG PEOPLE. SUPPORT COST FOR THE PROGRAM PRIMARILY RELATE TO PROGRAM REVIEW AND EVALUATION.

TY 2023 InvestmentsCorpBondsSchedule
Name:
BHP FOUNDATION
EIN:
61-1714573
Name of Bond End of Year Book Value End of Year Fair Market Value
AERCAP IRELAND CAP 02.450% OCT 29 2026 4,100,138 4,100,138
AMERICAN EXPRES 03.390%MAY15 27 4,360,523 4,360,523
AMERICAN EXPRES 0.900%NOV15 26 3,610,592 3,610,592
AMERICAN TOWER 03.550% JUL 15 2027 3,454,069 3,454,069
AMGEN INC 05.150% MAR 02 2028 3,245,617 3,245,617
AT&T INC 05.539% FEB 20 2026 3,244,805 3,244,805
BANK OF MONTREAL 02.500% JUN 28 2024 3,210,000 3,210,000
BANK OF NOVA 01.350% JUN 24 2026 4,566,454 4,566,454
CAPITAL ONE MUL 03.490%MAY15 27 4,152,874 4,152,874
CATERPILLAR FINL 04.350% MAY 15 2026 4,547,765 4,547,765
CITIGROUP OCT 30 2024 3,040,000 3,040,000
CITIGROUP COMME 03.616%FEB10 49 4,443,762 4,443,762
CSX CORP 03.800% MAR 01 2028 3,141,877 3,141,877
FISERV INC 02.750% JUL 01 2024 3,595,000 3,595,000
FRESB 2016-SB19 CMO VAR%JAN25 46 111,374 111,374
GOLDMAN SACHS GROUP GYM0GLB VAR%OCT 21 2027 3,680,068 3,680,068
HCA 05.375% FEB 01 2025 3,458,133 3,458,133
HOME DEPOT INC 04.875% JUN 25 2027 938,261 938,261
HYUNDAI AUTO 00.740%MAY15 26 1,364,548 1,364,548
JOHN DEERE CAPITAL 04.750% JAN 20 2028 4,462,931 4,462,931
KEY BANK 04.150% AUG 08 2025 661,932 661,932
LOWE'S COS INC 03.350% APR 01 2027 3,396,988 3,396,988
MORGAN STANLEY- 03.625% JAN 20 2027 785,888 785,888
NEXTERA ENERGY 01.875% JAN 15 2027 2,833,705 2,833,705
ORACLE 05.800% NOV 10 2025 2,017,277 2,017,277
PIONEER NATURAL - 01.125% JAN 15 2026 3,258,786 3,258,786
PNC BANK 03.250% JAN 22 2028 4,476,661 4,476,661
REPUBLIC SERVICES INC 03.950% MAY 15 2028 3,423,652 3,423,652
RYDER SYSTEM INC 02.850% MAR 01 2027 3,100,134 3,100,134
TORONTO-DOMINION 01.250% SEP 10 2026 4,883,132 4,883,132
USD ROYAL BK CANAD 5.200% JUL 20 2026 4,678,769 4,678,769
WELLS FARGO COM 01.856%FEB15 53 417,466 417,466

TY 2023 InvestmentsGovtObligationsSch
Name:
BHP FOUNDATION
EIN:
61-1714573
US Government Securities - End of Year Book Value:

131,128,702
US Government Securities - End of Year Fair Market Value:

131,128,702
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
BHP FOUNDATION
EIN:
61-1714573
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLCKRCK HI YLD BND FUND-K FMV 346,504 346,504
COMM SERV SELECT SECTOR SPDR FMV 150,676 150,676
CONSUMER DISCRETIONARY SELT FMV 147,014 147,014
CONSUMER STAPLES SPDR FMV 63,102 63,102
ENERGY SELECT SECTOR SPDR FMV 60,432 60,432
FINANCIAL SELECT SECTOR SPDR FMV 213,402 213,402
HEALTH CARE SELECT SECTOR FMV 164,843 164,843
INDUSTRIAL SELECT SECT SPDR FMV 95,059 95,059
ISHARES 7-10 YEAR TREASURY B FMV 407,471 407,471
PIMCO INCOME FUND-INS FMV 108,827 108,827
VANGUARD EMERG MKTS GOV BND FMV 108,142 108,142
VANGUARD INFO TECH ETF FMV 519,508 519,508
VANGUARD INT-TERM CORPORATE FMV 758,456 758,456
VANGUARD LONG-TERM TREASURY ETF FMV 371,344 371,344
VANGUARD MORTGAGE-BACKED SEC FMV 1,019,820 1,019,820
VANGUARD S&P 500 ETF FMV 1,175,306 1,175,306
VANGUARD TOTAL BOND MARKET FMV 4,029,684 4,029,684
VANGUARD TTL BD MKT IDX-ADM FMV 1,172,806 1,172,806

TY 2023 OtherAssetsSchedule
Name:
BHP FOUNDATION
EIN:
61-1714573
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
TRADE AND OTHER RECEIVABLES   9,644 9,644
INTEREST RECEIVABLE   2,413,068 2,413,068


TY 2023 OtherExpensesSchedule
Name:
BHP FOUNDATION
EIN:
61-1714573
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TRAINING AND EDUCATION 3,024 0   3,024
INFORMATION MANAGEMENT 206 0   206
OFFICE & ADMIN EXPENSES 83,973 36   83,936
PROGRAM SPONSORSHIPS 0 0   32,443
MISCELLANOUS EXPENSE 7,271 0   7,271


TY 2023 OtherIncomeSchedule2
Name:
BHP FOUNDATION
EIN:
61-1714573
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FX MISC INCOME 1,089 1,089 1,089
WRITE-OFF PRIOR YEAR ACCRUAL 48,000   48,000


TY 2023 OtherIncreasesSchedule
Name:
BHP FOUNDATION
EIN:
61-1714573
Description Amount
UNREALIZED GAIN ON INVESTMENTS 9,022,940


TY 2023 OtherLiabilitiesSchedule
Name:
BHP FOUNDATION
EIN:
61-1714573
Description Beginning of Year - Book Value End of Year - Book Value
SPONSORSHIPS PAYABLE 32,443 0


TY 2023 OtherProfessionalFeesSchedule
Name:
BHP FOUNDATION
EIN:
61-1714573
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROGRAM CONSULTING 2,465,588 0   2,265,146
GENERAL & ADMINISTRATIVE CONSULTING 524,711 0   704,486
PUBLIC RELATION COSTS 2,425 0   2,425
INVESTMENT MANAGEMENT AND ADVISORY 294,239 294,239   0


TY 2023 TaxesSchedule
Name:
BHP FOUNDATION
EIN:
61-1714573
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX PAID 122,425 0   0