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
GRANTHAM FOUNDATION FOR THE PROTECTION
OF THE ENVIRONMENT
Number and street (or P.O. box number if mail is not delivered to street address)53 STATE STREET FLR 33
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02109
A Employer identification number

04-6856456
B Telephone number (see instructions)

(617) 346-7500
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$861,374,217
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) 35,300,200
2 Check right arrow.............
3 Interest on savings and temporary cash investments 622,672 622,672  
4 Dividends and interest from securities... 13,399,410 12,873,435  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -13,838,480
b Gross sales price for all assets on line 6a 13,370,443
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)....... 4,501,408 1,554,896  
12 Total. Add lines 1 through 11........ 39,985,210 15,051,003  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 400,891 0   400,891
b Accounting fees (attach schedule)....... 136,000 68,000   68,000
c Other professional fees (attach schedule).... 17,018,690 15,160,960   1,122,395
17 Interest............... 13,152,586 11,634,986   0
18 Taxes (attach schedule) (see instructions)... 255,352 154,949   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 95,672 81,984   10,789
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 31,059,191 27,100,879   1,602,075
25 Contributions, gifts, grants paid....... 61,346,003 61,346,003
26 Total expenses and disbursements. Add lines 24 and 25 92,405,194 27,100,879   62,948,078
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -52,419,984
b Net investment income (if negative, enter -0-) 0
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 Savings and temporary cash investments......... 142,912,716 103,251,698 103,251,643
3 Accounts receivable right arrow14,716,814
Less: allowance for doubtful accounts right arrow     14,716,814 14,716,814
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................   1,150,842 1,150,842
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   1,801,218 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 63,087,120 Click to see attachment
List of Attached Documents:
// Content
109,917,745
92,276,402
c Investments—corporate bonds (attach schedule).......      
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).......... 456,082,433 Click to see attachment
List of Attached Documents:
// Content
365,335,140
606,531,827
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
20,008,883
Click to see attachment
List of Attached Documents:
// Content
43,446,689
Click to see attachment
List of Attached Documents:
// Content
43,446,689
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 683,892,370 637,818,928 861,374,217
Liabilities 17 Accounts payable and accrued expenses.......... 456,976 1,284,220
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) Click to see attachment
List of Attached Documents:
// Content
16,623
Click to see attachment
List of Attached Documents:
// Content
5,535,921
23 Total liabilities (add lines 17 through 22)......... 473,599 6,820,141
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 683,418,771 630,998,787
29 Total net assets or fund balances (see instructions)..... 683,418,771 630,998,787
30 Total liabilities and net assets/fund balances (see instructions). 683,892,370 637,818,928
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
683,418,771
2
Enter amount from Part I, line 27a .....................
2
-52,419,984
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
630,998,787
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
630,998,787
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 ACCOMPLICE FUND I K-1 LTCG P 2023-12-31 2023-12-31
b ACCOMPLICE FUND I K-1 STCG P 2023-12-31 2023-12-31
c AETOS CAPITAL K-1 SECTION 1256 P 2023-12-31 2023-12-31
d AETOS CAPITAL K-1 LTCG P 2023-12-31 2023-12-31
e AIRDRIE PARTNERS I LP K-1 LTCG P 2023-12-31 2023-12-31
ALEPH II K-1 LTCG P 2023-12-31 2023-12-31
AMBROS VOLATILITY K-1 STCG P 2023-12-31 2023-12-31
AMBROS VOLATILITY K-1 SECTION 1256 P 2023-12-31 2023-12-31
ARC ENERGY FUND K-1 LTCG P 2023-12-31 2023-12-31
ARCH VENTURES FUND IX K-1 STCG P 2023-12-31 2023-12-31
ARCH VENTURES FUND IX K-1 LTCG P 2023-12-31 2023-12-31
ARCH VENTURES FUND X K-1 LTCG P 2023-12-31 2023-12-31
ARCH VENTURES FUND X OVERAGE K-1 LTCG P 2023-12-31 2023-12-31
ARTIMAN VENTURES K-1 LTCG P 2023-12-31 2023-12-31
ARTIMAN VENTURES K-1 STCG P 2023-12-31 2023-12-31
ASF BELGIUM K-1 LTCG P 2023-12-31 2023-12-31
ATLAS VENTURE IX K-1 STCG P 2023-12-31 2023-12-31
ATLAS VENTURE IX K-1 LTCG P 2023-12-31 2023-12-31
ATLAS VENTURE X K-1 LTCG P 2023-12-31 2023-12-31
ATLAS VENTURE X K-1 STCG P 2023-12-31 2023-12-31
ATLAS OPPORTUNITY FUND II K-1 STCG P 2023-12-31 2023-12-31
ATLAS OPPORTUNITY FUND II K-1 LTCG P 2023-12-31 2023-12-31
AT ONE VENTURES II LP K-1 LTCG P 2023-12-31 2023-12-31
BAUPOST LIMITED PARTNERSHIP K-1 LTCG P 2023-12-31 2023-12-31
BAUPOST LIMITED PARTNERSHIP K-1 SECTION 1231 P 2023-12-31 2023-12-31
BAUPOST LIMITED PARTNERSHIP K-1 SECTION 1231 UBTI P 2023-12-31 2023-12-31
BAUPOST LIMITED PARTNERSHIP K-1 SECTION 1256 P 2023-12-31 2023-12-31
BAUPOST LIMITED PARTNERSHIP K-1 STCG P 2023-12-31 2023-12-31
BAUPOST LIMITED PARTNERSHIP K-1 STCG UBTI P 2023-12-31 2023-12-31
BIOTRACK CAPITAL K-1 LTCG P 2023-12-31 2023-12-31
DENHAM CAPITAL K-1 LTCG P 2023-12-31 2023-12-31
DFJ VENTURE XI, LP K-1 LTCG P 2023-12-31 2023-12-31
DFJ VENTURE XII, LP K-1 LTCG P 2023-12-31 2023-12-31
DOEMMEKRAFT FUND LP K-1 LTCG P 2023-12-31 2023-12-31
SAGACIA FUND LP K-1 STCG P 2023-12-31 2023-12-31
SAGACIA FUND LP K-1 LTCG P 2023-12-31 2023-12-31
ECLIPSE CONTINUITY FUND LP K-1 LTCG P 2023-12-31 2023-12-31
ECLIPSE FUND II LP K-1 LTCG P 2023-12-31 2023-12-31
ECLIPSE FUND III LP K-1 LTCG P 2023-12-31 2023-12-31
ENCAP ENERGY K-1 LTCG P 2023-12-31 2023-12-31
ENCAP ENERGY K-1 SECTION 1231 P 2023-12-31 2023-12-31
ENCAP ENERGY K-1 STCG P 2023-12-31 2023-12-31
ENCAP FLATROCK MIDSTREAM FUND K-1 STCG P 2023-12-31 2023-12-31
ENCAP FLATROCK MIDSTREAM FUND K-1 LTCG P 2023-12-31 2023-12-31
ENCAP FLATROCK MIDSTREAM FUND K-1 SECTION 1231 P 2023-12-31 2023-12-31
ENCAP FLATROCK (CAYMAN) K-1 LTCG P 2023-12-31 2023-12-31
THE ENGINE ACCELERATOR K-1 LTCG P 2023-12-31 2023-12-31
FIRSTMARK CAPITAL III K-1 LTCG P 2023-12-31 2023-12-31
FIRSTMARK CAPITAL IV LP K-1 LTCG P 2023-12-31 2023-12-31
FIRSTMARK CAPITAL OF II LP K-1 LTCG P 2023-12-31 2023-12-31
FIRSTMARK OF III K-1 STCG P 2023-12-31 2023-12-31
FIRSTMARK OF III K-1 LTCG P 2023-12-31 2023-12-31
FIRSTMARK CAPITAL V K-1 LTCG P 2023-12-31 2023-12-31
FLAGSHIP VENTURES V K-1 LTCG P 2023-12-31 2023-12-31
FLAGSHIP PIONEERING FUND VII LP K-1 LTCG P 2023-12-31 2023-12-31
FORMATION 8 PARTNERS FUND II K-1 LTCG P 2023-12-31 2023-12-31
FORMATION8 PARTNERS FUND I K-1 LTCG P 2023-12-31 2023-12-31
FOUNDATION CAPITAL K-1 LTCG P 2023-12-31 2023-12-31
GEF AFRICA SUSTAINABLE FOREST FUND K-1 LTCG P 2023-12-31 2023-12-31
GMO AMPLIFIED EQUITY K-1 STCG UBTI P 2023-12-31 2023-12-31
GMO AMPLIFIED EQUITY K-1 LTCG UBTI P 2023-12-31 2023-12-31
GMO AMPLIFIED EQUITY K-1 STCG P 2023-12-31 2023-12-31
GMO AMPLIFIED EQUITY K-1 LTCG P 2023-12-31 2023-12-31
GMO QUALITY SPECTRUM K-1 STCG UBTI P 2023-12-31 2023-12-31
GMO QUALITY SPECTRUM K-1 LTCG UBTI P 2023-12-31 2023-12-31
GMO QUALITY SPECTRUM K-1 STCG P 2023-12-31 2023-12-31
GMO QUALITY SPECTRUM K-1 LTCG P 2023-12-31 2023-12-31
GREYCROFT III K-1 LTCG P 2023-12-31 2023-12-31
GREYCROFT III K-1 STCG P 2023-12-31 2023-12-31
GREYCROFT IV K-1 LTCG P 2023-12-31 2023-12-31
HIGHLAND EUROPE TECH GROWTH II K-1 LTCG P 2023-12-31 2023-12-31
HIGHLAND EUROPE TECH GROWTH III K-1 LTCG P 2023-12-31 2023-12-31
HILLHOUSE FUND IV K-1 STCG P 2023-12-31 2023-12-31
HILLHOUSE FUND IV K-1 LTCG P 2023-12-31 2023-12-31
HOLTZBRINCK VII FEEDER K-1 LTCG P 2023-12-31 2023-12-31
HOLTZBRINK CO-INVEST I FEEDER LIMITED K-1 LTCG P 2023-12-31 2023-12-31
HOLTZBRINK CO-INVEST I FEEDER LIMITED K-1 STCG P 2023-12-31 2023-12-31
HOLTZBRINK V K-1 LTCG P 2023-12-31 2023-12-31
HOLTZBRINK V K-1 STCG P 2023-12-31 2023-12-31
HOLTZBRINK VI K-1 LTCG P 2023-12-31 2023-12-31
ICON VENTURES K-1 LTCG P 2023-12-31 2023-12-31
ICON VENTURES K-1 STCG P 2023-12-31 2023-12-31
INNOVATION WORKS K-1 LTCG P 2023-12-31 2023-12-31
LAKESTAR II LP K-1 LTCG P 2023-12-31 2023-12-31
LEGACY VENTURE IV K-1 LTCG P 2023-12-31 2023-12-31
LEGACY VENTURE IV K-1 STCG P 2023-12-31 2023-12-31
LOWERCARBON 411.2 K-1 LTCG P 2023-12-31 2023-12-31
LOWERCARBON 419.1 K-1 LTCG P 2023-12-31 2023-12-31
LUX VENTURES III K-1 LTCG P 2023-12-31 2023-12-31
LUX VENTURES IV K-1 LTCG P 2023-12-31 2023-12-31
LUX VENTURES V LP K-1 LTCG P 2023-12-31 2023-12-31
LUX VENTURES V LP K-1 STCG P 2023-12-31 2023-12-31
LUX VENTURES VI K-1 LTCG P 2023-12-31 2023-12-31
MORGAN STANLEY - PLIANT THERAPEUTICS   2023-12-31 2023-12-31
MORGAN STANLEY -KARUNA THERAPEUTICS   2023-12-31 2023-12-31
MORGAN STANLEY -REVOLUTION MEDICINES   2023-12-31 2023-12-31
MORGAN STANLEY -FULCRUM THERAPEUTICS   2023-12-31 2023-12-31
MORGAN STANLEY -RECURSION PHARMACEUTICALS   2023-12-31 2023-12-31
MORGAN STANLEY -QUANTUMSCAPE   2023-12-31 2023-12-31
MORGAN STANLEY -VOYAGER THERAPEUTICS   2023-12-31 2023-12-31
MORGAN STANLEY -ENOVIX CORP   2023-12-31 2023-12-31
MORGAN STANLEY -KARUNA   2023-12-31 2023-12-31
MORGAN STANLEY -REVOLUTION MEDICINES   2023-12-31 2023-12-31
MORGAN STANLEY -PLIANT THERAPEUTICS   2023-12-31 2023-12-31
MORGAN STANLEY -EVOLV TECHNOLOGIES   2023-12-31 2023-12-31
MORGAN STANLEY -PALO ALTO   2023-12-31 2023-12-31
MORGAN STANLEY -BEAM THERAPEUTICS   2023-12-31 2023-12-31
MORGAN STANLEY FUTURES -1256 P 2023-12-31 2023-12-31
MORGAN STANLEY OPTION CONTRACTS - 1256 P 2023-12-31 2023-12-31
MISSIONPOINT AEROFARMS COINVEST K-1 LTCG P 2023-12-31 2023-12-31
MUCKER CAPITAL K-1 LTCG P 2023-12-31 2023-12-31
OVERLOOK O3G K-1 LTCG P 2023-12-31 2023-12-31
OVERLOOK PARTNERS K-1 LTCG P 2023-12-31 2023-12-31
OVERLOOK PARTNERS K-1 STCG P 2023-12-31 2023-12-31
OWL VENTURES K-1 LTCG P 2023-12-31 2023-12-31
PACIFIC ROAD K-1 LTCG P 2023-12-31 2023-12-31
RENAISSANCE INST EQUITIES FUND K-1 LTCG P 2023-12-31 2023-12-31
RENAISSANCE INST EQUITIES FUND K-1 STCG P 2023-12-31 2023-12-31
RENEWABLE ENERGY ASIA FUND II LP K-1 LTCG P 2023-12-31 2023-12-31
RENEWABLE ENERGY ASIA FUND K-1 LTCG P 2023-12-31 2023-12-31
RINCON K-1 LTCG P 2023-12-31 2023-12-31
SAF HOLDINGS LLC K-1 LTCG P 2023-12-31 2023-12-31
SAF II INTEREST LLC K-1 SECTION 1231 P 2023-12-31 2023-12-31
SAF II INTEREST LLC K-1 SECTION 1256 P 2023-12-31 2023-12-31
SILVER LAKE KRAFTWERK FUND LP K-1 LTCG P 2023-12-31 2023-12-31
SINOVATION WORKS III K-1 LTCG P 2023-12-31 2023-12-31
SUSA OPP I LP K-1 LTCG P 2023-12-31 2023-12-31
SUSA VENTURES II LP K-1 LTCG P 2023-12-31 2023-12-31
SUSA VENTURES III LP K-1 LTCG P 2023-12-31 2023-12-31
SUSTAINABLE ASSET FUND II LP K-1 SECTION 1231 P 2023-12-31 2023-12-31
SUSTAINABLE ASSET FUND II LP K-1 SECTION 1256 P 2023-12-31 2023-12-31
SUSTAINABLE ASSET FUND LP K-1 LTCG P 2023-12-31 2023-12-31
SUSTAINABLE ASSET FUND LP K-1 SECTION 1231 P 2023-12-31 2023-12-31
SUSTAINABLE ASSET FUND LP K-1 STCG P 2023-12-31 2023-12-31
TECHNOLOGY IMPACT FUND K-1 LTCG P 2023-12-31 2023-12-31
TECHNOLOGY IMPACT FUND K-1 STCG P 2023-12-31 2023-12-31
THIRD ROCK V K-1 STCG P 2023-12-31 2023-12-31
THIRD ROCK V K-1 LTCG P 2023-12-31 2023-12-31
THIRD ROCK VI K-1 LTCG P 2023-12-31 2023-12-31
THIRD ROCK VENTURES III K-1 LTCG P 2023-12-31 2023-12-31
THRIVE CAPITAL PTRS III K-1 LTCG P 2023-12-31 2023-12-31
THRIVE CAPITAL PTRS IV K-1 LTCG P 2023-12-31 2023-12-31
THRIVE CAPITAL PTRS V K-1 STCG P 2023-12-31 2023-12-31
THRIVE CAPITAL PTRS V K-1 LTCG P 2023-12-31 2023-12-31
CA RESOURCES THIRD ROCK IV K-1 STCG P 2023-12-31 2023-12-31
CA RESOURCES THIRD ROCK IV K-1 LTCG P 2023-12-31 2023-12-31
THRIVE CAPITAL PTRS VI GROWTH K-1 LTCG P 2023-12-31 2023-12-31
THRIVE CAPITAL PTRS VI K-1 LTCG P 2023-12-31 2023-12-31
TRIBECA FUND I K-1 LTCG P 2023-12-31 2023-12-31
TRIBECA II K-1 STCG P 2023-12-31 2023-12-31
TRIBECA II K-1 LTCG P 2023-12-31 2023-12-31
UNDERSCORE VC ASSEMBLE K-1 LTCG P 2023-12-31 2023-12-31
UNIVERSA BLACK SWAN PROTECTION K-1 SECTION 1256 P 2023-12-31 2023-12-31
UNIVERSA BLACK SWAN PROTECTION K-1 STCG P 2023-12-31 2023-12-31
USV OPPORTUNITY 2022 K-1 STCG P 2023-12-31 2023-12-31
XPV FLOW TRANSACTION SPV K1 K-1 LTCG P 2023-12-31 2023-12-31
XPV WATER K-1 LTCG P 2023-12-31 2023-12-31
GMO EQUITY DISLOCATION FUND P 2023-12-31 2023-12-31
CHALKSTREAM P 2023-12-31 2023-12-31
MUCKER P 2023-12-31 2023-12-31
MISSIONPOINT AEROFARMS P 2023-12-31 2023-12-31
ASF BELGIUM P 2023-12-31 2023-12-31
DOEMMEKRAFT FUND- INDEX SWAP SERIES P 2023-12-31 2023-12-31
GENAGRO LTD P 2023-12-31 2023-12-31
RIVA CAPITAL P 2023-12-31 2023-12-31
DOEMMEKRRAFT P 2023-12-31 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       996,214
b       15
c       518
d       16,471
e       -33,885
      129,478
      5,798
      -30,573
      52,962
      4,485
      260,390
      11,353
      11,353
      -842,480
      -36,531
      671,646
      28,996
      59,914
      3,333,780
      81,620
      27,524
      280,386
      1
      214,543
      33,242
      -18,349
      -28,430
      -2,937
      3,521
      21,724
      2,927
      -86,218
      550,024
      207,330
      -14,670
      112,290
      -48,277
      -99,084
      -104,536
      24,942
      552,039
      22,330
      1,026
      359,434
      146,830
      181,825
      -32,132
      -85,572
      -11,479
      -121,232
      1,011
      -108,072
      -18,965
      -571,422
      -49,917
      307,950
      -1,081
      293,460
      31,054
      -1,393,929
      -453,549
      200,684
      2,242,466
      2,406,231
      1,073,262
      -289,718
      980,435
      404,214
      -2
      -157,363
      970
      359,356
      131
      66,549
      -15,854
      -143
      -14
      1,091
      -1
      187,911
      -35,313
      -2,054
      68,820
      96,899
      70,182
      -448
      1,819
      -6,712
      56,912
      -28,380
      -247,902
      -957
      37,884
355,157   74,289 280,868
321,663   17,039 304,625
285,780   52,126 233,654
200,001   113,372 86,629
329,269   38,012 291,257
724,144   194,079 530,065
526,536   150,629 375,908
501,194   186,634 314,559
315,663   14,264 301,399
258,372   49,313 209,059
232,429   70,692 161,737
156,817   18,571 138,246
134,928   49,623 85,305
36,832   4,901 31,931
      -27,271,348
      -1,023,207
      -460,098
      -65,879
      95,677
      -654
      2,773
      1,102,621
      -5,828
      815,520
      568,800
      -12,672
      55,706
      150,238
      75,778
      1,134
      -42,174
      -83,609
      -81,110
      15
      -179,555
      -112,367
      2,647
      -98,480
      -36,002
      2,938
      -67,413
      46,045
      7,137
      -34,204
      -270,991
      -14,782
      -254,396
      186
      68,268
      -28
      59,698
      -6,198
      -37,270
      5,160
      -14,708
      -37
      20
      -287,627
      -197,221
      -294,550
      -34,241
      -17,820
      80,560
      426,348
      1,537,206
381,169   247,347 133,822
8,610,489   1,982,823 6,627,666
      4,165
      -637,805
      -4,656,508
      -222,566
      -6,854
      -4,843,689
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       996,214
b       15
c       518
d       16,471
e       -33,885
      129,478
      5,798
      -30,573
      52,962
      4,485
      260,390
      11,353
      11,353
      -842,480
      -36,531
      671,646
      28,996
      59,914
      3,333,780
      81,620
      27,524
      280,386
      1
      214,543
      33,242
      -18,349
      -28,430
      -2,937
      3,521
      21,724
      2,927
      -86,218
      550,024
      207,330
      -14,670
      112,290
      -48,277
      -99,084
      -104,536
      24,942
      552,039
      22,330
      1,026
      359,434
      146,830
      181,825
      -32,132
      -85,572
      -11,479
      -121,232
      1,011
      -108,072
      -18,965
      -571,422
      -49,917
      307,950
      -1,081
      293,460
      31,054
      -1,393,929
      -453,549
      200,684
      2,242,466
      2,406,231
      1,073,262
      -289,718
      980,435
      404,214
      -2
      -157,363
      970
      359,356
      131
      66,549
      -15,854
      -143
      -14
      1,091
      -1
      187,911
      -35,313
      -2,054
      68,820
      96,899
      70,182
      -448
      1,819
      -6,712
      56,912
      -28,380
      -247,902
      -957
      37,884
      280,868
      304,625
      233,654
      86,629
      291,257
      530,065
      375,908
      314,559
      301,399
      209,059
      161,737
      138,246
      85,305
      31,931
      -27,271,348
      -1,023,207
      -460,098
      -65,879
      95,677
      -654
      2,773
      1,102,621
      -5,828
      815,520
      568,800
      -12,672
      55,706
      150,238
      75,778
      1,134
      -42,174
      -83,609
      -81,110
      15
      -179,555
      -112,367
      2,647
      -98,480
      -36,002
      2,938
      -67,413
      46,045
      7,137
      -34,204
      -270,991
      -14,782
      -254,396
      186
      68,268
      -28
      59,698
      -6,198
      -37,270
      5,160
      -14,708
      -37
      20
      -287,627
      -197,221
      -294,550
      -34,241
      -17,820
      80,560
      426,348
      1,537,206
      133,822
      6,627,666
      4,165
      -637,805
      -4,656,508
      -222,566
      -6,854
      -4,843,689
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 -13,838,480
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 0
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 0
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 0
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,875,784
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 2,875,784
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,875,784
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,875,784 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? Click to see attachment
List of Attached Documents:
// Content
....................
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
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 arrowMA
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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.GRANTHAMFOUNDATION.ORG
14
The books are in care ofright arrowJEREMY GRANTHAM Telephone no.right arrow (617) 346-7500

Located atright arrow53 STATE STREET FLOOR 33BOSTONMA ZIP+4right arrow02109
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)
 
No
(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
 
 
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
Yes
 
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
 
No
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)
 
No
(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
 
 
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
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
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
JEREMY GRANTHAM TRUSTEE
5.00
0 0 0
C/O GMO 53 STATE ST 33RD FL
BOSTON,MA02109
HANNELORE GRANTHAM TRUSTEE
5.00
0 0 0
C/O GMO 53 STATE ST 33RD FL
BOSTON,MA02109
OLIVER GRANTHAM TRUSTEE
0.10
0 0 0
C/O GMO 53 STATE ST 33RD FL
BOSTON,MA02109
RUPERT GRANTHAM TRUSTEE
0.10
0 0 0
C/O GMO 53 STATE ST 33RD FL
BOSTON,MA02109
ISABEL GRANTHAM RAPPOPORT TRUSTEE
0.10
0 0 0
C/O GMO 53 STATE ST 33RD FL
BOSTON,MA02109
RAMSAY RAVENEL PRESIDENT
40.00
0 0 0
C/O GMO 53 STATE ST 33RD FL
BOSTON,MA02109
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
DEEP SCIENCE VENTURES RESEARCH 696,000
46-54 HIGH STREET
INGATESTONE,ESSEXCM4 9DW
UK
CAMBRIDGE ASSOCIATES CONSULTING 456,976
100 SUMMER STREET
BOSTON,MA02110
FOLEY HOAG LEGAL 313,317
155 SEAPORT BOULEVARD
BOSTON,MA02210
RAPHAEL AND RAPHAEL LLP ACCOUNTING AND TAX SERVICES 136,000
52 CHURCH STREET
BOSTON,MA02116
ROPES & GRAY LEGAL 87,574
800 BOYLSTON ST
BOSTON,MA02199
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  
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
134,695,155
b
Average of monthly cash balances.......................
1b
73,838,240
c
Fair market value of all other assets (see instructions)................
1c
686,893,975
d
Total (add lines 1a, b, and c).........................
1d
895,427,370
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
895,427,370
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
13,431,411
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
881,995,959
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
44,099,798
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
44,099,798
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
430,490
c
Add lines 2a and 2b............................
2c
430,490
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
43,669,308
4
Recoveries of amounts treated as qualifying distributions................
4
150,000
5
Add lines 3 and 4............................
5
43,819,308
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
43,819,308
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
62,948,078
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
62,948,078
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 43,819,308
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 32,466,197
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 62,948,078
a Applied to 2022, but not more than line 2a 32,466,197
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..... 30,481,881
e Remaining amount distributed out of corpus 0
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 0
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 ..........
13,337,427
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
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).)
JEREMY GRANTHAM
HANNELORE GRANTHAM
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

350ORG

20 JAY STREET SUITE 732
BROOKLYN,NY11201
N/A PC INVESTING IN COMMUNITY DRIVEN SOLUTIONS 500,000

ADVANCED ENERGY ECONOMY

1010 VERMONT AVE NW SUITE 1050
WASHINGTON,DC20005
N/A PC PUBLIC UTILITY COMMISSION EDUCATION 250,000

ALASKA FISHERIES DEVELOPMENT FOUNDATION

580 SEATER STREET
JUNEAU,AK99801
N/A PC MARICULTURE RESEARCH 1,250,000

AMERICAN ACADEMY OF ARTS AND SCIENCES

136 IRVING STREET
CAMBRIDGE,MA02138
N/A PC CLIMATE CHANGE ACTION 200,000

BEAVER INSTITUTE

14 MOUNTAIN ROAD
SOUTHAMPTON,MA01073
N/A PC CONSERVATION PROGRAMS 10,000

BIONUTRIENT FOOD ASSOCIATION

411 SHELDON ROAD
BARRE,ME01005
N/A PC FOOD AND AGRICULTURE RESEARCH 300,000

CALIFORNIA OCEAN SCIENCE TRUST

1017 L STREET 293
SACRAMENTO,CA95814
N/A PC CLIMATE SCIENCE & POLICY RESEARCH 300,000

CAMBRIDGE IN AMERICA

PO BOX 9123 JAF BLG
NEW YORK,NY10087
N/A PC CLIMATE SCIENCE & POLICY RESEARCH 498,888

CAMFED

4 EMBARCADERO CENTER SUITE 1400
SAN FRANCISCO,CA94111
N/A PC ENVIRONMENTAL EDUCATION 10,000

CARBON BUSINESS DEVELOPMENT COUNCIL

605 KIERSTED AVENUE
KINGSTON,NY12401
N/A PC ENVIRONMENTAL EDUCATION 150,000

CARBON GAP LTD

71-75 SHELTON STREET
COVENT GARDEN,LONDONWC2H 9JQ
UK
N/A PC CLIMATE SCIENCE & POLICY RESEARCH 1,527,000

CARBON REMOVAL FOUNDATION

JAN VRIJMANSTRAAT 215
AMSTERDAM,NOORD-HOLLAND1087MN
NL
N/A PC CLIMATE SCIENCE & POLICY RESEARCH 1,200,000

CARBON TRACKER INITIATIVE

300 PARK AVENUE 12TH FLOOR
NEW YORK,NY10022
N/A PC CLIMATE FINANCE 500,000

CARBONPLAN

2443 FILLMORE ST 380-6048
SAN FRANCISCO,CA94115
N/A PC CLIMATE SCIENCE & POLICY RESEARCH 250,000

CENTRE NATIONAL DE LA RECHERCHE SCIENTIFIQUE

3 RUE MICHEL ANGE
PARIS   75794
FR
N/A GOV CLIMATE SCIENCE & POLICY RESEARCH 301,684

CERES INC

99 CHAUNCY STREET 6TH FLOOR
BOSTON,MA02111
N/A PC CLIMATE FINANCE 300,000

CHARITIES AID FOUNDATION AMERICA

225 REINEKERS LANE SUITE 375
ALEXANDRIA,VA22314
N/A PC MARINE SCIENE & POLICY RESEARCH 75,000

CLEAN AIR TASK FORCE INC

114 STATE STREET 6TH FLOOR
BOSTON,MA02109
N/A PC CLIMATE SCIENCE & POLICY RESEARCH 200,000

CLIENTEARTH USA INC

125 PARK AVENUE 26TH FLOOR
NEW YORK,NY10017
N/A PC NATURAL RESOURCE CONSERVATION AND PROTECTION 250,000

CLIMATE RESOLVE

525 S HEWITT ST
LOS ANGELES,CA90013
N/A PC CLIMATE SCIENCE & POLICY RESEARCH 100,000

CLIMATE SCIENCE AWARENESS SOLUTIONS (PART OF COLUMBIA UNIVERSITY)

533 W 218TH ST
NEW YORK,NY10034
N/A PC CLIMATE SCIENCE & POLICY RESEARCH 200,000

CLIMATEWORKS FOUNDATION

235 MONTGOMERY ST STE 1300
SAN FRANCISCO,CA94104
N/A PC CLIMATE FINANCE 175,000

COLORADO SCHOOL OF MINES FOUNDATION

1812 ILLINOIS ST
GOLDEN,CO80401
N/A PC CLIMATE SCIENCE & POLICY RESEARCH 200,000

COLORADO STATE UNIVERSITY

POBOX 1870
FORT COLLINS,CO80523
N/A PC FOOD AND AGRICULTURE RESEARCH 1,000,000

COLUMBIA UNIVERSITY

622 WEST 113TH STREET MAIL CODE
4524
NEW YORK,NY10025
N/A PC FOOD AND AGRICULTURE RESEARCH 1,200,000

CONSERVATION COLLECTIVE

THE OLD PLOUGH ST
MARY BOURNE,ANDOVERSP11 6AY
UK
N/A PC CONSERVATION PROGRAMS 248,556

CONSERVATION INTERNATIONAL

2011 CRYSTAL DRIVE 600
ARLINGTON,VA22202
N/A PC NATURAL RESOURCE CONSERVATION AND PROTECTION 191,770

CONVERGENT RESEARCH

160 ALEWIFE BROOK PKWY 1212
CAMBRIDGE,MA021381121
N/A PC MARINE SCIENE & POLICY RESEARCH 600,000

CORNELL UNIVERSITY

616 THURSTON AVE
ITHACA,NY14853
N/A PC FOOD AND AGRICULTURE RESEARCH 597,235

CREO FAMILY OFFICE SYNDICATE

156 5TH AVE STE 804
NEW YORK,NY10010
N/A PC CLIMATE FINANCE 11,000

ECDYSIS FOUNDATION

46958 118TH ST
ESTELLINE,SD57234
N/A PC FOOD AND AGRICULTURE RESEARCH 750,000

ENVIRONMENTAL DEFENSE FUND INCORPORATED

257 PARK AVENUE SOUTH 17TH FLOOR
NEW YORK,NY10010
N/A PC CLIMATE SCIENCE & POLICY RESEARCH 1,000,000

ENVIRONMENTAL LEAGUE OF MASSACHUSETTS INC

15 COURT SQUARE SUITE 1000
BOSTON,MA02108
N/A PC ENVIRONMENTAL EDUCATION 100,000

FOOD SYSTEM 6 ACCELERATOR INC

541 JEFFERSON AVE STE 100
REDWOOD CITY,CA94063
N/A PC NATURAL RESOURCE CONSERVATION AND PROTECTION 500,000

FOUNDATION FOR FOOD AND AGRICULTURE RESEARCH

401 9TH ST NW STE 730
WASHINGTON,DC20004
N/A PC FOOD AND AGRICULTURE RESEARCH 1,000,000

GLOBAL WITNESS

1100 17TH STREET NW SUITE 501
WASHINGTON,DC20036
N/A PC CLIMATE COMMUNICATIONS 150,000

GROWALD CLIMATE FUND INC

1 HARVARD ST SUITE 202
BROOKLINE,MA02445
N/A POF CLIMATE COMMUNITY GATHERING 20,000

HEARTLAND HEALTH RESEARCH ALLIANCE

17145 W BLUEMOUND RD STE J 128
BROOKFIELD,WI53005
N/A PC ENVIRONMENTAL HEALTH SCIENCE & POLICY RESEARCH 375,000

HOMEWORLD COLLECTIVE

11 VILLAGE ST UNIT D
SOMERVILLE,MA02143
N/A PC CLIMATE SCIENCE & POLICY RESEARCH 100,000

ICVCM LIMITED

INTERNATIONAL HOUSE 36-38 CORNHILL
CORNHILL,LONDONEC3V ENG
UK
N/A PC CLIMATE SCIENCE & POLICY RESEARCH 125,000

IMPERIAL COLLEGE OF SCIENCE TECHNOLOGY AND MEDICINE

EXHIBITION RD
SOUTH KENSINGTON,LONDONSW7 2BX
UK
N/A GOV SUPPORT FOR THE GRANTHAM INSTITUTE 2,406,052

INDIAN INSTITUTE OF SCIENCE

897 INDEPENDENCE AVE STE 4C
MOUNTAIN VIEW,CALIFORNIA94043
IN
N/A PC SUPPORT FOR THE DIVECHA CENTER 600,000

INNOVATION NETWORK

156 GROVER LANCE
TAMWORTH,NH03886
N/A PC CLIMATE SCIENCE & POLICY RESEARCH 50,000

INSTITUTE FOR GOVERNANCE AND SUSTAINABLE DEVELOPMENT INC

5800 MACARTHUR BLVD NW
WASHINGTON,DC20016
N/A PC CLIMATE SCIENCE & POLICY RESEARCH 300,000

INTERNATIONELLA KEMIKALIESEKRETARIATET

FORSTA LANGGATAN 18
GOTEBORG   41328
SW
N/A PC ENVIRONMENTAL HEALTH SCIENCE & POLICY RESEARCH 600,000

LINDEN TRUST FOR CONSERVATION

156 WEST 56TH STREET SUITE 1100
NEW YORK,NY10019
N/A POF CLIMATE SCIENCE & POLICY RESEARCH 400,000

LIVERMORE LAB FOUNDATION

1111 FRANKLIN STREET
OAKLAND,CA94607
N/A PC CLIMATE COMMUNICATIONS 250,000

LONDON SCHOOL OF ECONOMICS AND POLITICAL SCIENCE

HOUGHTON STREET
LONDON   WC2A 2AE
UK
N/A GOV SUPPORT FOR THE GRANTHAM INSTITUTE 2,931,364

LOST LIGHTS PROJECTS INC

16 COURT STREET SUITE 2307
BROOKLYN,NY11241
N/A PC CLIMATE COMMUNICATIONS 300,000

MARS DISCOVERY DISTRICT

101 COLLEGE STREET STE 100
TORONTO,ONTARIOM5G IL7
CA
N/A PC CLIMATE SCIENCE & POLICY RESEARCH 200,000

MELIORE FUP

RUE AUX LAINES 70
BRUSSELS   1000
BE
N/A PC CLIMATE COMMUNICATIONS 2,000,000

METAFOUNDATION

PO BOX 1143
CORVALLIS,OR97339
N/A PC CLIMATE COMMUNICATIONS 50,000

NATIONAL CENTER FOR APPROPRIATE TECHNOLOGY

3040 CONTINENTAL DRIVE PO BOX 3838
BUTTE,MT59701
N/A PC FOOD AND AGRICULTURE RESEARCH 130,000

NORTHERN ARIZONA UNIVERSITY FOUNDATION INC

PO BOX 4094
FLAGSTAFF,AZ86011
N/A PC CLIMATE SCIENCE & POLICY RESEARCH 250,000

NOVELLA CENTER FOR ENTREPRENEURSHIO BY CONSCIOUS VENTURE LAB INC

250 WEST DICKMAN STREET
BALTIMORE,MD21231
N/A PC NATURAL RESOURCE CONSERVATION AND PROTECTION 130,000

POTENTIAL ENERGY COALITION

477 MADISON AVE
NEW YORK,NY10022
N/A PC CLIMATE COMMUNICATIONS 250,000

PROJECT INNERSPACE

1227 S RIVER ST
MARSHFIELD,MA02050
N/A PC CLIMATE SCIENCE & POLICY RESEARCH 1,500,000

PSE HEALTHY ENERGY (PHYSICIANS SCIENTISTS AND ENGINEERS FOR SUSTAINABLE AND

1440 BROADWAY SUITE 750
OAKLAND,CA94612
N/A PC CLIMATE SCIENCE & POLICY RESEARCH 400,000

REGENTS OF THE UNIVERSITY OF COLORADO

3100 MARINE STREET
BOULDER,CO80303
N/A PC CLIMATE SCIENCE & POLICY RESEARCH 1,335,882

RENSSELEAR POLYTECHNIC INSTITUTE

110 8TH ST
TROY,NY12180
N/A PC VACCINE RESEARCH 350,000

RESOURCES LEGACY FUND

400 CAPITAL MALL SUITE 2150
SACRAMENTO,CA95814
N/A PC CLIMATE COMMUNICATIONS 200,000

RMI

2490 JUNCTION PLACE SUITE 200
BOULDER,CO80301
N/A PC CLIMATE SCIENCE & POLICY RESEARCH 1,653,700

ROCKEFELLER FAMILY FUND (DAF)

475 RIVERSIDE DRIVE SUITE 900
NEW YORK,NY10115
N/A PC NATURAL RESOURCE CONSERVATION AND PROTECTION 750,000

ROCKEFELLER PHILANTHROPY ADVISORS

6 W 48TH STREET 10TH FLOOR
NEW YORK,NY10036
N/A PC FOOD AND AGRICULTURE RESEARCH 1,000,000

RODALE INSTITUTE

611 SIEGFRIEDALE RD
KUTZTOWN,PA19530
N/A PC FOOD AND AGRICULTURE RESEARCH 250,000

ROYAL MELBOURNE INSTITUTE OF TECHNOLOGY

124 LA TROBE ST
MELBOURNE,VICTORIA3000
AS
N/A PC FOOD AND AGRICULTURE RESEARCH 486,000

ROYAL ROADS UNIVERSITY FOUNDATION

2005 SOOKE ROAD
VICTORIA,BRITISH COLUMBIAV9B 5Y2
CA
N/A GOV CLIMATE SCIENCE & POLICY RESEARCH 131,192

SPARK CLIMATE SOLUTIONS

182 HOWARD ST 150
SAN FRANCISCO,CA94105
N/A PC CLIMATE SCIENCE & POLICY RESEARCH 2,000,000

SPECULATIVE TECHNOLOGIES INC(PARPA)

233 BIRCH AVE
PRINCETON,NJ08542
N/A PC CLIMATE EDUCATION 100,000

STICHTING FOUNDATION FOR INTERNATIONAL LAW FOR THE ENVIRONMENT

KEIZERSGRACHT 555
AMSTERDAM   1017 DR
NL
N/A PC NATURAL RESOURCE CONSERVATION AND PROTECTION 4,900,000

STICHTING REWILDING EUROPE FOUNDATION

TOOERNOOIVELD 1
NIJMEGEN   6525 ED
NL
N/A PC NATURAL RESOURCE CONSERVATION AND PROTECTION 2,000,000

STICHTING SED FUND

FLUWELEN BURGWAL 58
CJ DEN HAAG   2511
NL
N/A PC CLIMATE EDUCATION 4,000,000

STITCHING SOIL HEROES FOUNDATION

STOUGJESDIJK 168
MIJNSHEERENLAND   3271
NL
N/A PC FOOD AND AGRICULTURE RESEARCH 65,000

SWISS FEDERAL INSTITUTE OF TECHNOLOGY LAUSANNE

RTE CANTONALE 1015
LAUSANNE   1015
SZ
N/A GOV CLIMATE SCIENCE & POLICY RESEARCH 1,020,107

TERRASET

2525 ARAPAHOE AVE UNIT E4 706
BOULDER,CO80302
N/A PC CLIMATE SCIENCE & POLICY RESEARCH 250,000

THE ALLIANCE FOR JUST DELIBERATION ON SOLAR GEOENGINEERING

231 SEATON PLACE NE UNIT 5
WASHINGTON,DC20002
N/A PC CLIMATE SCIENCE & POLICY RESEARCH 250,000

THE SEACOAST TRUST (PROJECT OF SPRUCE ROOT INC)

ONE SEALASKA PLAZA SUITE 400
JUNEAU,AK99801
N/A PC MARINE SCIENE & POLICY RESEARCH 10,000

UNION OF CONCERNED SCIENTISTS INC

2 BRATTLE SQUARE 6TH FLOOR
CAMBRIDGE,MA02138
N/A PC FOOD AND AGRICULTURE RESEARCH 150,000

UNIVERSIT DE VERSAILLES ST QUENTIN EN YVELINES

55 AVENUE DE PARIS
VERSAILLES   78035
FR
N/A GOV CLIMATE SCIENCE & POLICY RESEARCH 575,000

UNIVERSITY COLLEGE LONDON

GOWER STREET
LONDON,LONDON  
UK
N/A GOV NATURAL RESOURCE CONSERVATION AND PROTECTION 266,700

UNIVERSITY OF ALBERTA

116 ST 85 AVE
EDMONTON   AB T6G 2R3
CA
N/A GOV NATURAL RESOURCE CONSERVATION AND PROTECTION 1,100,000

UNIVERSITY OF BRASILIA

CAMPUS UNIVERSITARIO DARCY RIBEIRO
BRASILIA,ASA NORTE  
BR
N/A GOV FOOD AND AGRICULTURE RESEARCH 100,000

UNIVERSITY OF CALIFORNIA BERKELEY

UNIVERSITY AVENUE AND OXFORD ST
BERKELEY,CA94720
N/A PC NATURAL RESOURCE CONSERVATION AND PROTECTION 200,000

UNIVERSITY OF CALIFORNIA DAVIS

ONE SHIELDS AVENUE
DAVIS,CA95616
N/A PC FOOD AND AGRICULTURE RESEARCH 541,164

UNIVERSITY OF CALIFORNIA LOS ANGELES

420 WESTWOOD PLAZA
LOS ANGELES,CA90095
N/A PC CLIMATE SCIENCE & POLICY RESEARCH 1,700,000

UNIVERSITY OF LEEDS

WOODHOUSE
LEEDS   LS2 9JT
UK
N/A GOV NATURAL RESOURCE CONSERVATION AND PROTECTION 478,464

UNIVERSITY OF MICHIGAN

2350 HAYWARD STREET
ANN ARBOR,MI48109
N/A PC CLIMATE SCIENCE & POLICY RESEARCH 250,000

UNIVERSITY OF OXFORD

UNIVERSITY OFFICE WELLINGTON SQUARE
OXFORD,OXFORDOX1 2JD
UK
N/A GOV CLIMATE SCIENCE & POLICY RESEARCH 203,800

UNIVERSITY OF SHEFFIELD

WESTERN BANK
SHEFFIELD,SOUTH YORKSHIRES10 2TN
UK
N/A GOV SUPPORT FOR THE GRANTHAM CENTRE 977,014

UNIVERSITY OF THESSALY

FILELLINON
VOLOS   382 21
GR
N/A GOV CLIMATE SCIENCE & POLICY RESEARCH 583,000

UTOPIA FOUNDATION INC

123 W FRONT ST SUITE 2B
TRAVERSE CITY,MI49684
N/A PC CONSERVATION PROGRAMS 10,000

WINDWARD FUND

1828 L STREET NW SUITE 300C
WASHINGTON,DC20036
N/A PC CLIMATE SCIENCE & POLICY RESEARCH 3,675,000

WORLD RESOURCES INSTITUTE

10 G ST NE SUITE 800
WASHINGTON,DC20002
N/A PC CLIMATE SCIENCE & POLICY RESEARCH 150,000

YALE UNIVERSITY

POBOX 2038
NEW HAVEN,CT06521
N/A PC CLIMATE COMMUNICATIONS 150,000
Total .................................right arrow 3a 61,325,572
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 622,672  
4 Dividends and interest from securities .... 900001 1,283,636 14 12,115,774  
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 ..... 900001 2,946,512 14 1,554,896  
8 Gain or (loss) from sales of assets other than
inventory ............
900001 1,617,187 14 -15,455,667  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 5,847,335 -1,162,325 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,685,010
(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
GRANTHAM FOUNDATION FOR THE PROTECTION
OF THE ENVIRONMENT
Employer identification number

04-6856456
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
GRANTHAM FOUNDATION FOR THE PROTECTION
OF THE ENVIRONMENT
Employer identification number
04-6856456
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
ARJUN DIVECHA
1612 BRET HARTE ROAD
 
BERKELEY, CA94708

$ 300,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
QUADRATURE CLIMATE FUND
 
10 QUEEN STREET PLACE
 
LONDON,   EC4R 1AGUK

$ 35,000,000


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
GRANTHAM FOUNDATION FOR THE PROTECTION
OF THE ENVIRONMENT
Employer identification number

04-6856456
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
 
$    
(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
 
$    
(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
GRANTHAM FOUNDATION FOR THE PROTECTION
OF THE ENVIRONMENT
Employer identification number

04-6856456
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:
GRANTHAM FOUNDATION FOR THE PROTECTION
 
OF THE ENVIRONMENT
EIN:
04-6856456
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 136,000 68,000   68,000

TY 2023 ExplanOfLegisPoliticalActvts
Name:
GRANTHAM FOUNDATION FOR THE PROTECTION
 
OF THE ENVIRONMENT
EIN:
04-6856456
Explanation:
IN FURTHERANCE OF ITS MISSION, GRANTHAM FOUNDATION BEGAN MAKING PROGRAM RELATED EXPENSES IN 2023. WHEN GRANTHAM FOUNDATION DETERMINES THAT THE BEST WAY TO FURTHER AWARENESS AND UNDERSTANDING OF A PARTICULAR ISSUE RELATED TO ENVIRONMENTAL DEGRADATION IS FUNDING RESEARCH AND PUBLICATIONS, IT OFTEN FUNDS NONPROFITS TO DO SUCH WORK VIA GRANTS. WHEN SUCH RESEARCH/AWARENESS WORK IS BEST DONE BY A GROUP THAT IS NOT A NON-PROFIT (E.G. A CONSULTANCY GROUP), GRANTHAM FOUNDATION CONTRACTS AND FUNDS THAT WORK AS A PROGRAM RELATED EXPENSE. WE SEE THE OVERALL CONTRIBUTION TO THE MISSION OF GRANTHAM FOUNDATION AS SIMILAR FOR RESEARCH GRANTS TO NON-PROFITS AS THEY ARE FOR RESEARCH FUNDED BY PROGRAM RELATED EXPENSES.

TY 2023 InvestmentsCorpStockSchedule
Name:
GRANTHAM FOUNDATION FOR THE PROTECTION
 
OF THE ENVIRONMENT
EIN:
04-6856456
Name of Stock End of Year Book Value End of Year Fair Market Value
BEIGENE LIMITED 127,651 66,252
BERKELEY ENERGY WIND MAURITIUS LTD 2,452,453 4,480
CARBON MINERALS 1,500,000 1,500,000
CARBONRIDGE 3,349,999 3,349,999
CHALKSTREAM INVESTMENT FUND (INTERNATIONAL),LTD 674,453 2,627,279
CONCRETE AI 500,000 500,000
CRITERION AFRICA PARTNERS 1,000,033 1,000,033
CROSSWALK LABS INC 550,000 550,000
DECOI 1,999,999 1,999,999
ELECTRIFIED THERMAL SOLUTIONS 700,000 700,000
ELLIOTT INTERNATIONAL LIMITED 1,078,616 1,129,725
EVOK FUND II INTERNATIONAL 613,852 685,092
FERVO ENERGY COMPANY 1,999,999 1,999,999
GMO US TREASURY FUND 304,559 304,366
HB11 ENERGY 189,140 189,140
INDIGO TECHNOLOGIES INC 2,250,000 2,250,000
KALEIDOSCOPE FRACTUAL OFFSHORE FUND 20,000,000 14,609,367
LILAC SOLUTIONS INC 1,699,990 1,699,990
MP STARLING IMPACT HOLDINGS LLC 260,260 260,260
NT TAO LIMITED 2,000,000 2,000,000
NUCLEUS SCIENTIFIC 6,064,219 6,064,219
OAKTREE POWER OPPORTUNITIES FUND III (CAYMAN), L.P. 1,444,963 11,429
QUANTUMSCAPE CORP 3,575,401 521,250
RECURSION PHARMACEUTICALS 131,368 386,729
SBC CAYMAN FUND II, LP 4,371,875 180,702
SPECIFIX 1,550,000 1,550,000
STILL BRIGHT INC 1,000,000 1,000,000
SUMMITT NANOTECH CORP 999,997 999,997
SYSTEM IQ 1,471,457 1,212,514
ZAP ENERGY INC 1,999,989 1,999,989
SANA BIOTECHNOLOGY INC 99,303 309,280
NEXTQT 761,613 761,613
OCEAN BASED CLIMATE SOLUTION 150,000 150,000
OMC HYDROGEN 1,700,000 1,700,000
ONE ENERGY GROUP 2,500,000 2,500,000
CALCAREA INC 1,499,999 1,499,999
ARCA CLIMATE TECHNOLOGIES 1,000,000 1,000,000
CELLA MINERAL STORAGE INC 1,300,000 1,300,000
CACHE ENERGY STORAGE 2,250,000 2,250,000
CO 280 2,200,000 2,200,000
ALORA INNOVATIONS INC 1,000,000 1,000,000
BLUEMETAHANE GROUP LTD 796,183 796,183
RENEWABLE METALS PTY LTD 810,098 810,098
EDEN GEOPOWER 2,999,990 2,999,990
INVENTWOOD INC 250,000 250,000
BANYU CARBON INC 2,000,000 2,000,000
LUMEN BIOSCIENCE 3,000,000 3,000,000
ARKEA BIO CORPORATION 3,999,995 3,999,995
EDAC 2,500,000 2,500,000
PURELI 2,000,000 2,000,000
SABA CAPITAL 3,000,000 2,616,064
MIQ FOUNDATION 1,000,000 1,000,000
GMO JPM FUTURES 6,100,000 3,140,079
NAPIGEN INC 1,140,291 1,140,291

TY 2023 InvestmentsOtherSchedule2
Name:
GRANTHAM FOUNDATION FOR THE PROTECTION
 
OF THE ENVIRONMENT
EIN:
04-6856456
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ACCOMPLICE FUND I LP AT COST 2,451,153 9,716,375
ACRE VENTURE PARTNERS II LP AT COST 2,625,960 4,250,682
ACRE VENTURE PARTNERS III LP AT COST 408,312 409,929
ACRE VENTURE PARTNERS SPV LP AT COST 2,028,937 3,414,973
AETOS CAPITAL OPPORTUNUTIES FUND AT COST 11,642,928 19,881,600
AFRICA FORESTRY FUND II LIMITED AT COST 1,395,032 1,351,263
AFRICA SUSTAINABLE FORESTRY PARTNERS II LLC AT COST 195,364 199,986
AIRDRIE PARTNERS I LP AT COST 16,082,653 1,147,489
ALEPH II LP AT COST 3,130,857 8,708,953
ALEPH III LP AT COST 2,636,182 3,308,561
ALEPH IV LP AT COST 602,571 733,809
ALEPH LP AT COST 2,401,803 4,926,428
ANNAPOLIS INVESTMENT (US) LIMITED PARTNERSHIP VII AT COST 2,330,918 2,990,174
ARC ENERGY FUND 7 US LIMITED PARTNERSHIP AT COST 2,964,377 4,314,980
ARCH VENTURE FUND IX LP AT COST 2,861,814 3,775,428
ARCH VENTURE FUND X LP AT COST 1,273,160 2,728,968
ARCH VENTURE FUND X OVERAGE LP AT COST 1,381,090 2,845,682
ARCH VENTURE FUND XII LP AT COST 1,530,201 1,744,999
ARTIMAN VENTURES 2014 LP AT COST 2,500,165 10,713,918
ARTIMAN VENTURES SELECT 2014 LP AT COST 1,571,158 1,744,855
ARTIMAN VENTURES SPECIAL OPPORTUNITIES FUND LP AT COST 1,553,345 0
AT ONE VENTURES II AT COST 233,399 234,580
ATLAS VENTURE FUND IX LP AT COST 3,188,104 7,023,539
ATLAS VENTURE FUND X LP AT COST 3,473,639 4,832,916
ATLAS VENTURE FUND XIII LP AT COST 716,610 1,333,791
ATLAS VENTURE OPPORTUNITY II AT COST 555,277 555,641
BAUPOST VALUE PARTNERS, L.P. - III AT COST 3,662,703 3,537,152
BIOTRACK CAPITAL FUND I LP AT COST 2,624,195 3,726,857
BLACKHORN VENTURES INDUSTRIAL IMPACT FUND AT COST 804,853 804,750
CA RESOURCES FUND (US TAX EXEMPT) LP THIRD ROCK IV AT COST 2,959,289 3,594,229
CA RESOURCES FUND- SERIES THIRD ROCK VENTURES V AT COST 3,697,839 4,217,361
CA RESOURCES FUND- SERIES THIRD ROCK VENTURES VI AT COST 1,134,896 1,224,966
CLEAN ENERGY VENTURE FUND I LP AT COST 1,547,804 2,608,918
CLEAN ENERGY VENTURE FUND II LP AT COST 437,316 436,533
CLIMATE TECH FUND AT COST 404,300 305,011
CONGRUENT CONTINUITY FUND AT COST 263,752 170,170
CONTRARIAN VENTURES FUND II AT COST 286,832 168,324
DEEP VALLEY PARTNERS LP AT COST 699,974 679,813
DENHAM COMMODITY PARTNERS FUND VI-A LP AT COST 3,862,236 3,104,939
DOEMMEKRAFT FUND LP AT COST 3,337,480 3,134,362
DOEMMEKRAFT FUND LP- CDS SERIES AT COST 8,049,351 12,008,044
ECLIPSE CONTINUITY FUND I, LP AT COST 696,450 1,473,816
ECLIPSE FUND II, LP AT COST 1,373,763 4,572,421
ECLIPSE FUND III LP AT COST 1,717,813 3,262,642
ENCAP ENERGY CAPITAL FUND IX, LP AT COST 2,401,840 2,290,613
ENCAP FLATROCK MIDSTREAM FUND III (CAYMAN) LP AT COST 35,859 0
ENCAP FLATROCK MIDSTREAM FUND III, LP AT COST 1,788,489 5,411,174
FALL LINE ALTITUDE AT COST 680,300 683,679
FIRST MARK CAPITAL III LP AT COST 2,730,771 13,822,143
FIRST MARK CAPITAL IV LP AT COST 2,019,786 4,401,204
FIRST MARK CAPITAL V LP AT COST 1,961,042 2,752,160
FIRSTMARK CAPITAL OF II, LP AT COST 1,904,442 4,102,509
FIRSTMARK CAPITAL OF III, LP AT COST 1,337,862 1,314,052
FLAGSHIP PIONEERING FUND VI LP AT COST 4,386,104 21,138,993
FLAGSHIP PIONEERING FUND VII LP AT COST 1,781,944 2,367,958
FLAGSHIP VENTURES FUND V, L.P. AT COST 3,393,954 7,866,968
FORMATION8 PARTNERS FUND I LP AT COST 2,249,563 4,638,610
FORMATION8 PARTNERS FUND II LP AT COST 2,796,286 11,934,695
FOUNDATION CAPITAL VIII LP AT COST 2,246,291 12,443,455
GALVANIZE INNOVATION & EXPANSION FUND AT COST 327,479 334,562
GEF AFRICA SUSTAINABLE FORESTRY FUND, LP AT COST 1,197,083 1,071,657
GREYCROFT PARTNERS III, LP AT COST 1,257,036 4,548,484
GREYCROFT PARTNERS IV, LP AT COST 2,112,343 6,588,669
HIGHLAND EUROPE TECHNOLOGY GROWTH II LP AT COST 2,935,454 7,925,222
HIGHLAND EUROPE TECHNOLOGY GROWTH III LP AT COST 2,896,339 3,846,127
HIGHLAND EUROPE TECHNOLOGY GROWTH LP AT COST 3,945,385 9,736,569
HILLHOUSE CLIMATE FUND LP AT COST 1,515,495 1,470,568
HILLHOUSE FUND IV LP AT COST 1,975,271 2,550,223
HV HOLTZBRINCK VENTURES CO-INVEST I FEEDER LIMITED AT COST 1,052,258 12,414
HV HOLTZBRINCK VENTURES FUND V FEEDER LIMITED AT COST 4,336,033 17,534
HV HOLTZBRINCK VENTURES FUND VI SCS AT COST 3,432,155 6,003,979
HV HOLTZBRINCK VENTURES FUND VII FEEDER LIMITED AT COST 2,027,276 3,706,666
ICON VENTURES V, L.P. AT COST 1,591,886 2,213,252
INNOVATION WORKS DEVELOPMENT FUND II, L.P. AT COST 2,443,367 2,423,656
LAKESTAR II LP AT COST 3,173,335 8,382,677
LEGACY VENTURE IV, LLC AT COST 1,633,285 2,455,597
LIGHTROCK CLIMATE IMPACT FUND AT COST 503,656 539,207
LONGWOOD FUND II LP AT COST 560,512 978,505
LONGWOOD FUND III LP AT COST 1,817,173 1,223,342
LOWERCARBON 411.2 LP AT COST 861,972 1,003,244
LOWERCARBON 419.1 LP AT COST 953,206 992,943
LUX VENTURES III, LP AT COST 1,147,320 1,516,614
LUX VENTURES IV LP AT COST 3,080,364 4,898,949
LUX VENTURES V LP AT COST 3,671,281 11,939,304
LUX VENTURES VI LP AT COST 3,981,040 9,601,251
MUCKER III, L.P. AT COST 0 12,932,662
NCH NEW EUROPE PROPERTY FUND II, L.P. AT COST 10,441,563 5,240,726
OBVIOUS VENTURES AT COST 469,135 465,573
OCEAN RAINFOREST AT COST 2,261,294 2,261,294
ORION MINE FINANCE (BERMUDA) FUND I LP AT COST 3,282,543 3,448,841
OVERLOOK 3G INVESTMENTS, L.P. AT COST 8,071,603 8,731,653
OWL VENTURES AT COST 1,525,517 9,063,056
PACIFIC ROAD RESOURCES FUND II L.P. AT COST 2,898,718 982,201
PATAGONIA SUR LLC AT COST 103,171 84,000
RENEWABLE ENERGY ASIA FUND II LP AT COST 2,475,680 2,215,114
RENEWABLE ENERGY ASIA FUND LP AT COST 1,213,556 61,521
RINCON VENTURE PARTNERS III, L.P. AT COST 2,124,305 8,366,334
SAF HOLDINGS LLC AT COST 49,162 5,803
SAF II INTERESTS LLC AT COST 1,003,836 1,760,405
SAGACIA FUND LP AT COST 1,278,619 1,281,942
SILVER LAKE KRAFTWERK FUND CAYMAN, L.P. AT COST 1,397,055 1,640,827
SILVER LAKE KRAFTWERK FUND, L.P. AT COST 966,573 781,181
SINOVATION FUND III, L.P. AT COST 2,477,881 6,928,844
SINOVATION FUND IV, L.P. AT COST 3,803,222 5,665,151
SUSA VENTURES I, L.P. AT COST 796,738 1,571,223
SUSA VENTURES II, L.P. AT COST 1,875,463 8,834,421
SUSA VENTURES III, L.P. AT COST 1,419,161 3,448,724
SUSTAINABLE ASSET FUND I LP AT COST 8,667,860 12,588,537
SUSTAINABLE ASSET FUND II LP AT COST 2,327,478 4,090,678
TARA INDIA FUND III, LLC AT COST 5,153,376 142,410
TECHNOLOGY IMPACT FUND LP AT COST 3,801,928 13,467,713
TECHNOLOGY IMPACT GROWTH FUND II DIRECT STRATEGIES LLC- SERIES 1 AT COST 4,001,417 4,024,746
TECHOLOGY IMPACT GROWTH FUND II LP AT COST 3,170,977 3,196,368
THE ENGINE ACCELERATOR FUND I, L.P. AT COST 1,481,618 4,187,485
THE ENGINE FOLLOW-ON FUND I LP AT COST 2,043,122 2,025,964
THIRD ROCK VENTURES III, L.P. AT COST 1,051,416 217,933
THRESHOLD VENTURES I LP (DFJ VENTURE XI, L.P.) AT COST 1,542,443 3,944,972
THRESHOLD VENTURES II (DFJ VENTURE XII, L.P.) AT COST 2,302,851 8,465,441
THRIVE CAPITAL PARTNERS III, L.P. AT COST 1,737,521 10,138,798
THRIVE CAPITAL PARTNERS IV AND SUPPLEMENTAL FUND, LP AT COST 2,320,271 11,964,578
THRIVE CAPITAL PARTNERS V, L.P. AT COST 2,707,538 5,595,687
THRIVE CAPITAL PARTNERS VI GROWTH LP AT COST 1,840,292 3,366,959
THRIVE CAPITAL PARTNERS VI L.P. AT COST 1,033,145 2,517,432
TRIBECA VENTURE FUND I, L.P. AT COST 1,346,250 2,922,666
TRIBECA VENTURE FUND II, L.P. AT COST 2,306,726 7,059,886
UNDERSCORE.VC FUND I, L.P. AT COST 1,882,923 4,123,702
USV 2022 LP AT COST 354,967 441,893
USV OPPORTUNITY 2022 LP AT COST 162,455 179,098
WAVEMAKER IMPACT FUND AT COST 374,724 282,489
XPV FLOW TRANSACTION SPV LP AT COST 2,290 0
XPV WATER FUND II LIMITED PARTNERSHIP AT COST 668,599 2,656,074
AMBROS VOLATILITY FUND LP AT COST 476,833 506,104
FIRST MARK CAPITAL VI LP AT COST 94,736 92,875
FIRST MARK CAPITAL OF IV LP AT COST 158,886 158,419
FOUNDERS FUND VII AT COST 141,465 141,465
GMO QUALITY SPECTRUM FUND LP AT COST 13,147,825 14,103,222
LOWERCARBON 421.0 LP AT COST 307,031 305,126
LUX VENTURES VIII LP AT COST 184,967 183,483
MAIN SEQUENCE CORE FUND 3 LP AT COST 252,074 246,209
MAIN SEQUENCE OPPORTUNITY FUND AT COST 23,093 25,076
MATERIAL IMPACT FUND III LP AT COST 227,487 228,751
OCEAN PROPELLER FUND I AT COST 552,033 534,891
OVERLOOK PARTNERS LP AT COST 20,946 1,394,736
TECHNOLOGY IMPACT GROWTH FUND II DIRECT STRATEGIES LLC- SERIES 2 AT COST 1,998,071 2,311,033
TRANSITION GLOBAL AT COST 961,780 919,426
UNIVERSA BLACK SWAN PROTECTION AT COST 914,921 873,117
USV CLIMATE 2022 LP AT COST 124,654 112,993
COUNTERACT ONE LP AT COST 1,034,523 1,346,223
GMO AMPLIFIED EQUITY DISLOCATION SOLUTION FUND D AT COST 47,058,441 46,606,418

TY 2023 LegalFeesSchedule
Name:
GRANTHAM FOUNDATION FOR THE PROTECTION
 
OF THE ENVIRONMENT
EIN:
04-6856456
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 400,891 0   400,891


TY 2023 OtherAssetsSchedule
Name:
GRANTHAM FOUNDATION FOR THE PROTECTION
 
OF THE ENVIRONMENT
EIN:
04-6856456
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INTEREST ON PROMISSORY NOTE 140,291 0 0
WITHHOLDING RECEIVABLE 69,235 69,235 69,235
RECEIVABLE FROM RELATED PARTY 15,079,227 43,371,829 43,371,829
OPEN TRADE EQUITY- OTE 4,362,280 0 0
DIVIDEND RECEIVABLE 357,850 5,625 5,625


TY 2023 OtherExpensesSchedule
Name:
GRANTHAM FOUNDATION FOR THE PROTECTION
 
OF THE ENVIRONMENT
EIN:
04-6856456
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MISCELLANEOUS 1,755 0   0
NONDEDUCTIBLE EXPENSES FROM PASSTHROUGH ENTITIES 1,144 0   0
PATENT EXPENSE 10,789 0   10,789
FOREIGN EXCHANGE GAIN/LOSS 81,984 81,984   0


TY 2023 OtherIncomeSchedule2
Name:
GRANTHAM FOUNDATION FOR THE PROTECTION
 
OF THE ENVIRONMENT
EIN:
04-6856456
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME FROM PASSTHROUGH ENTITIES 1,436,803 1,436,803 1,436,803
UBI FROM PASSTHROUGH ENTITIES 2,946,512 0 2,946,512
MISCELLANEOUS INCOME 118,093 118,093 118,093


TY 2023 OtherLiabilitiesSchedule
Name:
GRANTHAM FOUNDATION FOR THE PROTECTION
 
OF THE ENVIRONMENT
EIN:
04-6856456
Description Beginning of Year - Book Value End of Year - Book Value
PAYABLE TO RELATED PARTY 16,623 3,150,842
OPEN TRADE EQUITY- OTE 0 2,385,079


TY 2023 OtherProfessionalFeesSchedule
Name:
GRANTHAM FOUNDATION FOR THE PROTECTION
 
OF THE ENVIRONMENT
EIN:
04-6856456
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISORY FEES 840,326 840,326   0
PORTFOLIO FEES FROM K-1 INVESTMENTS 15,030,814 14,295,479   0
CONSULTING EXPENSE 25,155 25,155   0
RESEARCH CONTRACTORS - PROGRAMATIC 1,122,395 0   1,122,395


TY 2023 SubstantialContributorsSch
Name:
GRANTHAM FOUNDATION FOR THE PROTECTION
 
OF THE ENVIRONMENT
EIN:
04-6856456
Name Address
QUADRATURE CLIMATE FUND
 
10 QUEEN STREET PLACE
LONDON   EC4R 1AG
UK


TY 2023 TaxesSchedule
Name:
GRANTHAM FOUNDATION FOR THE PROTECTION
 
OF THE ENVIRONMENT
EIN:
04-6856456
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES FROM PASSTHROUGH ENTITIES 198,199 154,949   0
STATE TAX EXPENSE 57,153 0   0