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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
GROWALD CLIMATE FUND INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1 HARVARD STREET 202
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BROOKLINE, MA024457923
A Employer identification number

46-4209325
B Telephone number (see instructions)

(802) 238-8062
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$40,968,618
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) 28,417,986
2 Check right arrow.............
3 Interest on savings and temporary cash investments 324,295 324,295 324,295
4 Dividends and interest from securities... 517,501 517,501 517,501
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 25,583
b Gross sales price for all assets on line 6a 8,891,015
7 Capital gain net income (from Part IV, line 2)... 2,667,537
8 Net short-term capital gain......... 21,069
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 29,285,365 3,509,333 862,865
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 317,407 0 0 317,407
14 Other employee salaries and wages...... 2,662,550 0 0 2,771,942
15 Pension plans, employee benefits....... 682,690 0 0 682,870
16a Legal fees (attach schedule)......... 52,239 0 0 29,479
b Accounting fees (attach schedule)....... 35,000 0 0 35,000
c Other professional fees (attach schedule).... 2,139,101 26,627 26,627 1,661,075
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 50,851 0 0 85,663
19 Depreciation (attach schedule) and depletion... 53,588 0 0
20 Occupancy.............. 211,264 0 0 232,829
21 Travel, conferences, and meetings....... 390,133 0 0 376,980
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 611,574 0 0 850,044
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,206,397 26,627 26,627 7,043,289
25 Contributions, gifts, grants paid....... 26,270,909 28,015,246
26 Total expenses and disbursements. Add lines 24 and 25 33,477,306 26,627 26,627 35,058,535
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,191,941
b Net investment income (if negative, enter -0-) 3,482,706
c Adjusted net income (if negative, enter -0-)... 836,238
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 2,187,342 2,680,099 2,680,099
2 Savings and temporary cash investments......... 14,067,409 10,142,221 10,142,221
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable................. 14,250 18,831,536 18,831,536
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.......... 621,906 441,566 441,566
10a Investments—U.S. and state government obligations (attach schedule) 3,038,029 Click to see attachment
List of Attached Documents:
// Content
4,464,287
4,464,287
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 1,566,947 Click to see attachment
List of Attached Documents:
// Content
2,262,363
2,262,363
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).......... 608,787 Click to see attachment
List of Attached Documents:
// Content
1,566,986
1,566,986
14 Land, buildings, and equipment: basis right arrow278,335
Less: accumulated depreciation (attach schedule) right arrow103,961 218,544 Click to see attachment
List of Attached Documents:
// Content
174,374
174,374
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
443,721
Click to see attachment
List of Attached Documents:
// Content
405,186
Click to see attachment
List of Attached Documents:
// Content
405,186
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,766,935 40,968,618 40,968,618
Liabilities 17 Accounts payable and accrued expenses.......... 328,670 238,861
18 Grants payable................. 7,744,174 5,999,837
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
417,284
Click to see attachment
List of Attached Documents:
// Content
332,565
23 Total liabilities (add lines 17 through 22)......... 8,490,128 6,571,263
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........... 13,741,057 15,221,318
25 Net assets with donor restrictions............ 535,750 19,176,037
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)..... 14,276,807 34,397,355
30 Total liabilities and net assets/fund balances (see instructions). 22,766,935 40,968,618
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
14,276,807
2
Enter amount from Part I, line 27a .....................
2
-4,191,941
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
24,368,784
4
Add lines 1, 2, and 3 ..........................
4
34,453,650
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
56,295
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
34,397,355
Form 990-PF (2024)
Form 990-PF (2024)
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 PUBLICLY TRADED SECURITIES      
c ABB LTD SPON ADR (ABBNY) 75.000 SHARES D 2022-10-13 2024-02-26
d ACCOR SA SPON ADR (ACCYY) 117.000 SHARES D 2022-10-07 2024-02-26
e ADVANCED MICRO DEVICES INC (AMD) 46.000 SHARES D 2022-12-15 2024-02-26
AENA SME SA UNSPONSORED ADR (ANYYY) 4.000 SHARES D 2022-10-07 2024-02-26
ALLIANZ SE UNSPON ADS (ALIZY) 113.000 SHARES D 2022-09-07 2024-02-26
ALLIANZ SE UNSPON ADS (ALIZY) 55.000 SHARES D 2022-10-07 2024-02-26
ALPHABET INC CAP STK CL C (GOOG) 20.000 SHARES D 2022-12-15 2024-02-26
APPLE INC (AAPL) 15,240.000 SHARES D 2012-12-17 2024-02-15
APPLIED MATERIALS INC COM (AMAT) 33.000 SHARES D 2022-10-13 2024-02-26
ASML HOLDING NV (ASML) 8.000 SHARES D 2022-10-07 2024-02-26
ASML HOLDING NV (ASML) 8.000 SHARES D 2022-10-13 2024-02-26
ATLAS COPCO AB SP ADR A NEW (ATLKY) 173.000 SHARES D 2022-06-27 2024-02-26
ATLAS COPCO AB SP ADR B NEW (ATLCY) 42.000 SHARES D 2022-08-30 2024-02-26
ATLAS COPCO AB SP ADR B NEW (ATLCY) 25.000 SHARES D 2022-09-07 2024-02-26
ATLASSIAN CORPORATION CL A (TEAM) 1.000 SHARE D 2022-12-23 2024-02-26
AZEK CO INC CL A (AZEK) 7.000 SHARES D 2022-10-13 2024-02-26
BANCO BILBAO VIZCAYA ARGENTAR ADS (BBVA) 160.000 SHARES D 2022-10-13 2024-02-26
BAYERISCHE MOTOREN WERKE AG ADR (BMWYY) 72.000 SHARES D 2022-10-07 2024-02-26
BROADCOM INC COM (AVGO) 3.000 SHARES D 2022-10-13 2024-02-26
CADENCE DESIGN SYSTEMS INC (CDNS) 1.000 SHARE D 2023-01-23 2024-02-26
CATERPILLAR INC COM (CAT) 3.000 SHARES D 2022-10-13 2024-02-26
CBOE GLOBAL MARKETS INC (CBOE) 4.000 SHARES D 2022-06-22 2024-02-26
CHUGAI PHARMACEUTICAL CO UNSPN ADS (CHGCY) 3.000 SHARES D 2022-09-07 2024-02-26
CINTAS CORP (CTAS) 4.000 SHARES D 2022-06-22 2024-02-26
COCHLEAR LIMITED UNSPONSORD ADR (CHEOY) 7.000 SHARES D 2022-10-07 2024-02-26
COMMERZBANK AG SPONSORED ADR NEW (CRZBY) 45.000 SHARES D 2022-10-07 2024-02-26
COMPAGNIE DE ST-GOBAIN UNSP ADR (CODYY) 192.000 SHARES D 2022-10-07 2024-02-26
CREDIT AGRICOLE S A ADR (CRARY) 285.000 SHARES D 2022-10-07 2024-02-26
DAIICHI SANKYO ADR (DSNKY) 16.000 SHARES D 2022-03-14 2024-02-26
DAIWA SECURITIES GROUP SPON ADR (DSEEY) 13.000 SHARES D 2022-08-30 2024-02-26
DAIWA SECURITIES GROUP SPON ADR (DSEEY) 83.000 SHARES D 2022-09-07 2024-02-26
DELL TECHNOLOGIES INC CL C (DELL) 12.000 SHARES D 2022-12-23 2024-02-26
DEMANT A/S UNSP ADS (WILYY) 19.000 SHARES D 2022-09-07 2024-02-26
DR HORTON INC COM (DHI) 27.000 SHARES D 2022-10-13 2024-02-26
DRAFTKINGS INC NEW COM CL A (DKNG) 17.000 SHARES D 2022-10-13 2024-02-26
EVOLUTION AB ADR (EVVTY) 7.000 SHARES D 2022-10-07 2024-02-26
FAST RETAILING CO LTD UNSPONSORD ADR (FRCOY) 54.000 SHARES D 2022-06-27 2024-02-26
FISERV INC COM (FI) 7.000 SHARES D 2022-06-22 2024-02-26
FUJI ELECTRIC CO. LTD. UNSP ADR (FELTY) 32.000 SHARES D 2022-10-07 2024-02-26
GN STORE NORD SPON ADR (GNNDY) 3.000 SHARES D 2022-10-07 2024-02-26
GRAINGER W W INC COM (GWW) 1.000 SHARE D 2022-03-14 2024-02-26
GXO LOGISTICS INCORPORATED COM (GXO) 17.000 SHARES D 2022-10-13 2024-02-26
HANNOVER RUECKVERSICHERUNG SE ADR (HVRRY) 4.000 SHARES D 2022-10-07 2024-02-26
HCA HEALTHCARE INC COM (HCA) 8.000 SHARES D 2022-06-22 2024-02-26
HITACHI ADR (HTHIY) 20.000 SHARES D 2022-03-14 2024-02-26
INFORMA PLC SPON ADR (IFJPY) 20.000 SHARES D 2022-08-30 2024-02-26
INFORMA PLC SPON ADR (IFJPY) 16.000 SHARES D 2022-09-07 2024-02-26
INTERCONTINENTAL HOTELS GROUP SPON ADS (IHG) 3.000 SHARES D 2022-10-07 2024-02-26
INTERCONTINENTAL HOTELS GROUP SPON ADS (IHG) 35.000 SHARES D 2022-10-13 2024-02-26
INTERCONTINENTAL HOTELS GROUP SPON ADS (IHG) 10.000 SHARES D 2022-10-07 2024-03-12
INTESA SANPAOLO S.P.A. SPON ADR (ISNPY) 148.000 SHARES D 2022-10-07 2024-02-26
INTUIT INC (INTU) 1.000 SHARE D 2022-05-20 2024-02-26
JAPAN EXCHANGE GROUP UNSPON ADR (JPXGY) 47.000 SHARES D 2023-01-13 2024-02-26
JEFFERIES FINL GROUP INC COM (JEF) 11.000 SHARES D 2022-06-22 2024-02-26
KION GROUP AG UNSP ADR (KIGRY) 55.000 SHARES D 2022-10-07 2024-02-26
LENNAR CORP COM CLASS A (LEN) 31.000 SHARES D 2022-10-13 2024-02-26
LULULEMON ATHLETICA INC COM (LULU) 1.000 SHARE D 2022-06-22 2024-02-26
MARRIOTT INTERNATIONAL INC COM (MAR) 4.000 SHARES D 2022-09-21 2024-02-26
MARRIOTT INTERNATIONAL INC COM (MAR) 5.000 SHARES D 2022-10-13 2024-02-26
MARTIN MARIETTA MATERIALS INC COM (MLM) 1.000 SHARE D 2022-06-22 2024-02-26
MARVELL TECHNOLOGY INC COM (MRVL) 4.000 SHARES D 2022-12-23 2024-02-26
MEDIOBANCA - BANCA DI CREDITO UNSPONSORED ADR (MDIBY) 108.000 SHARES D 2022-10-07 2024-02-26
MERCK &CO. INC COM (MRK) 57.000 SHARES D 2022-03-14 2024-02-26
META PLATFORMS INC CLASS A (META) 9.000 SHARES D 2022-11-14 2024-02-26
META PLATFORMS INC CLASS A (META) 5.000 SHARES D 2022-12-23 2024-02-26
META PLATFORMS INC CLASS A (META) 10.000 SHARES D 2024-02-14 2024-02-26
MICHELIN(CIE GLE DES ETABL.) UNSP ADS (MGDDY) 24.000 SHARES D 2022-10-07 2024-02-26
MICRON TECHNOLOGY INC (MU) 33.000 SHARES D 2022-09-21 2024-02-26
MICROSOFT CORP (MSFT) 1.000 SHARE D 2022-09-21 2024-02-26
MS AND AD INSURANCE GROUP HLDNGS ADR (MSADY) 64.000 SHARES D 2022-11-17 2024-02-26
MUENCHENER RE GROUP ADR (MURGY) 6.000 SHARES D 2022-10-07 2024-02-26
NEXT UNSP ADR (NXGPY) 1.000 SHARE D 2022-11-17 2024-02-26
NOMURA HOLDINGS ADR (NMR) 557.000 SHARES D 2022-10-13 2024-02-26
NUCOR CORP COM (NUE) 13.000 SHARES D 2022-09-21 2024-02-26
NVIDIA CORPORATION COM (NVDA) 15.000 SHARES D 2022-11-14 2024-02-26
NVIDIA CORPORATION COM (NVDA) 25.000 SHARES D 2022-12-15 2024-02-26
NXP SEMICONDUCTORS NV (NXPI) 25.000 SHARES D 2022-10-13 2024-02-26
PACCAR INC COM (PCAR) 1.000 SHARES D 2022-09-21 2024-02-26
PACCAR INC COM (PCAR) 39.000 SHARES D 2022-10-13 2024-02-26
PENTAIR PLC (PNR) 13.000 SHARES D 2022-06-22 2024-02-26
PULTE GROUP INC COM (PHM) 34.000 SHARES D 2022-10-13 2024-02-26
RELX PLC SPON ADS (RELX) 11.000 SHARES D 2022-08-30 2024-02-26
RELX PLC SPON ADS (RELX) 18.000 SHARES D 2022-09-07 2024-02-26
RELX PLC SPON ADS (RELX) 51.000 SHARES D 2022-10-13 2024-02-26
RENESAS ELECTRONICS CORP UNSPONSORD ADR (RNECY) 117.000 SHARES D 2022-10-07 2024-02-26
SAGE GROUP PLC UNSPONSORD ADR (SGPYY) 12.000 SHARES D 2022-08-30 2024-02-26
SAGE GROUP PLC UNSPONSORD ADR (SGPYY) 10.000 SHARES D 2022-09-07 2024-02-26
SAGE GROUP PLC UNSPONSORD ADR (SGPYY) 4.000 SHARES D 2022-10-07 2024-02-26
SAINSBURY(J) SPON ADR (JSAIY) 5.000 SHARES D 2022-10-07 2024-02-26
SALESFORCE INC COM (CRM) 2.000 SHARES D 2023-01-23 2024-02-26
SANDOZ GROUP AG SPON ADS (SDZNY) 66.000 SHARES D 2006-01-30 2024-02-26
SAP ADR (SAP) 2.000 SHARES D 2022-11-17 2024-02-26
SCHNEIDER ELECTRIC SE UNSPONSORD ADR (SBGSY) 101.000 SHARES D 2022-10-07 2024-02-26
SEAGATE TECHNOLOGY HLDGS PUB LTD (STX) 25.000 SHARES D 2022-10-13 2024-02-26
SERVICENOW INC COM (NOW) 1.000 SHARE D 2022-11-14 2024-02-26
T&D HOLDINGS INC UNSP ADR (TDHOY) 60.000 SHARES D 2022-11-17 2024-02-26
TAYLOR WIMPEY PLC ADR (TWODY) 10.000 SHARES D 2022-10-07 2024-02-26
TDK ORD (TTDKY) 1.000 SHARES D 2022-07-26 2024-02-26
TDK ORD (TTDKY) 12.000 SHARES D 2022-10-07 2024-02-26
TOKYO ELECTRON UNSPON ADR (TOELY) 6.000 SHARES D 2023-01-12 2024-02-26
TOLL BROTHERS INC (TOL) 7.000 SHARES D 2022-10-13 2024-02-26
TOPPAN HOLDINGS INC SPON ADR (TOPPY) 12.000 SHARES D 2023-01-12 2024-02-26
TOYOTA MOTOR CORP ADR (TM) 20.000 SHARES D 2023-01-12 2024-02-26
ULTA BEAUTY INC COM (ULTA) 1.000 SHARE D 2022-05-20 2024-02-26
UPSTART HLDGS INC COM (UPST) 4.000 SHARES D 2022-12-15 2024-02-26
VAT GROUP AG ADR (VACNY) 9.000 SHARES D 2022-08-30 2024-02-26
VERTIV HOLDINGS CO COM CL A (VRT) 21.000 SHARES D 2022-10-13 2024-02-26
WESTERN DIGITAL CORP. COM (WDC) 17.000 SHARES D 2022-12-23 2024-02-26
WOLTERS KLUWERS SPON ADR (WTKWY) 1.000 SHARE D 2022-10-07 2024-02-26
WYNN RESORTS LTD (WYNN) 6.000 SHARES D 2022-10-13 2024-02-26
XPO INC (XPO) 4.000 SHARES D 2022-10-13 2024-02-26
XYLEM INC COM (XYL) 13.000 SHARES D 2022-06-22 2024-02-26
3I GROUP UNSP ADR (TGOPY) 154.000 SHARES D 2022-10-07 2024-02-26
(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 1,097,036   1,079,085 17,951
b 4,786,320   4,765,361 20,959
c 3,429   1,941 1,488
d 1,033   490 543
e 8,045   3,049 4,996
77   41 36
3,016   1,884 1,132
1,468   877 591
2,827   1,814 1,013
2,791,897   277,050 2,514,847
6,607   2,639 3,968
7,502   3,493 4,009
7,502   3,265 4,237
3,009   1,691 1,318
639   392 247
380   228 152
203   124 79
331   122 209
1,633   745 888
2,804   1,680 1,124
3,912   1,314 2,598
305   183 122
977   554 423
794   438 356
60   37 23
2,533   1,448 1,085
809   455 354
528   322 206
2,914   1,405 1,509
1,918   1,165 753
547   321 226
95   55 40
607   343 264
1,108   469 639
514   284 230
3,974   1,914 2,060
700   228 472
919   559 360
1,570   950 620
1,060   631 429
483   302 181
218   146 72
967   486 481
901   590 311
514   302 212
2,523   1,413 1,110
3,390   1,768 1,622
418   253 165
334   204 130
331   148 183
3,863   1,776 2,087
1,080   494 586
2,850   1,485 1,365
655   359 296
615   331 284
463   286 177
624   257 367
4,824   2,375 2,449
467   280 187
999   602 397
250   144 106
553   304 249
273   147 126
1,496   832 664
7,380   4,463 2,917
4,341   1,040 3,301
2,412   588 1,824
4,823   4,713 110
443   260 183
2,946   1,669 1,277
409   241 168
1,503   899 604
276   147 129
54   33 21
3,164   1,819 1,345
2,474   1,453 1,021
11,816   2,477 9,339
19,693   4,231 15,462
6,071   3,604 2,467
112   57 55
4,349   2,355 1,994
999   584 415
3,614   1,330 2,284
491   292 199
803   470 333
2,276   1,261 1,015
999   514 485
747   406 341
623   338 285
249   125 124
64   37 27
598   312 286
2,112   827 1,285
375   224 151
4,576   2,338 2,238
2,204   1,341 863
781   406 375
508   310 198
183   99 84
53   31 22
632   387 245
724   341 383
786   302 484
143   88 55
4,769   2,850 1,919
554   334 220
99   63 36
449   222 227
1,358   229 1,129
960   518 442
160   99 61
626   346 280
486   126 360
1,637   987 650
2,418   962 1,456
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       17,951
b       20,959
c       1,488
d       543
e       4,996
      36
      1,132
      591
      1,013
      2,514,847
      3,968
      4,009
      4,237
      1,318
      247
      152
      79
      209
      888
      1,124
      2,598
      122
      423
      356
      23
      1,085
      354
      206
      1,509
      753
      226
      40
      264
      639
      230
      2,060
      472
      360
      620
      429
      181
      72
      481
      311
      212
      1,110
      1,622
      165
      130
      183
      2,087
      586
      1,365
      296
      284
      177
      367
      2,449
      187
      397
      106
      249
      126
      664
      2,917
      3,301
      1,824
      110
      183
      1,277
      168
      604
      129
      21
      1,345
      1,021
      9,339
      15,462
      2,467
      55
      1,994
      415
      2,284
      199
      333
      1,015
      485
      341
      285
      124
      27
      286
      1,285
      151
      2,238
      863
      375
      198
      84
      22
      245
      383
      484
      55
      1,919
      220
      36
      227
      1,129
      442
      61
      280
      360
      650
      1,456
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 2,667,537
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 21,069
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 48,410
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 48,410
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 48,410
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 53,220
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 53,220
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
8 118
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,692
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow4,692 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 arrowMA, VT
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
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 arrowN/A
14
The books are in care ofright arrowDEBORAH LAFRAMBOISE Telephone no.right arrow (802) 238-8062

Located atright arrow1 HARVARD STREET 202BROOKLINEMA ZIP+4right arrow024457923
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
EILEEN ROCKEFELLER GROWALD DIRECTOR, PRESIDENT
10.00
0 0 0
1 HARVARD STREET SUITE 202
BROOKLINE,MA024457923
PAUL J GROWALD DIRECTOR, VICE PRESIDENT
10.00
0 0 0
1 HARVARD STREET SUITE 202
BROOKLINE,MA024457923
ADAM R GROWALD DIRECTOR, TREASURER
1.00
0 0 0
1 HARVARD STREET SUITE 202
BROOKLINE,MA024457923
B STEPHEN TOBEN DIRECTOR, SECRETARY
1.00
0 0 0
1 HARVARD STREET SUITE 202
BROOKLINE,MA024457923
JOANNA MESSING CHIEF EXECUTIVE OFFICER
36.00
317,407 46,494 0
1 HARVARD STREET SUITE 202
BROOKLINE,MA024457923
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
KABIR BAVIKATTE DIRECTOR, ORGANIZATI
40.00
215,317 30,340 0
1 HARVARD STREET SUITE 202
BROOKLINE,MA024457923
MARTHA BELCHER CHIEF OF STAFF
40.00
199,986 28,842 0
1 HARVARD STREET SUITE 202
BROOKLINE,MA024457923
ANDREA GUERRERO GARCIA DIRECTOR, FIELD INNO
40.00
197,326 30,026 0
1 HARVARD STREET SUITE 202
BROOKLINE,MA024457923
KARTIKEYA SINGH DIRECTOR, COLLECTIVE
40.00
188,654 38,060 0
1 HARVARD STREET SUITE 202
BROOKLINE,MA024457923
MIN PEASE ASSOC. DIRECTOR, COL
40.00
182,310 20,930 0
1 HARVARD STREET SUITE 202
BROOKLINE,MA024457923
Total number of other employees paid over $50,000...................right arrow 13
Form 990-PF (2024)
Form 990-PF (2024)
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
DAKSHIN CONSULTING PTE LTD PROGRAMMATIC CONSULTANTS 400,000
8 MARINA BOULEVARD 29-01
    018981
SN
NONPROFIT BUILDER SRI PROGRAMMATIC CONSULTANTS 350,000
GRAND RUE 57
  COPPET1296
SZ
SMARTER GOOD INC PROGRAMMATIC CONSULTANTS 252,000
261 CORBETT AVENUE
SAN FRANCISCO,CA94114
FDI CONSULTING SERVICES GMBH PROGRAMMATIC CONSULTANTS 250,000
MARBURGER STR 5 BE
    10789
GM
CAROLINA A ECHEVERRI PROGRAMMATIC CONSULTANTS 186,370
CRA 6B131-40 SPT 502 EDIFICIO
CAMINOS DEL CERRO
  BOGATA  
CO
Total number of others receiving over $50,000 for professional services.............right arrow3
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 THE GROWALD CLIMATE FUND, INC. PROMOTES STRATEGIC PHILANTHROPY IN SUPPORT OF A VIBRANT, HEALTHY, AND BALANCED WORLD IN WHICH ALL SPECIES THRIVE. THE PRIMARY FOCUS OF OUR WORK IS CLIMATE, ENVIRONMENT AND EDUCATIONAL EFFORTS TO STRENGTHEN SOCIAL WELLBEING. WE ACCOMPLISH THIS THROUGH GRANTMAKING, RESEARCH, AND CONVENINGS. 7,052,707
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 (2024)
Form 990-PF (2024)
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
7,739,468
b
Average of monthly cash balances.......................
1b
16,531,057
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
24,270,525
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
24,270,525
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
364,058
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
23,906,467
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,195,323
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
 
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
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
35,058,535
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
9,418
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
35,067,953
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$  
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions).....
 
c Treated as distributions out of corpus (Election
required—see instructions)........
 
d Applied to 2024 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
 
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) .......
 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
2015-10-27
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) 2024 (b) 2023 (c) 2022 (d) 2021
836,238 566,149 777,205 129,072 2,308,664
b 85% (0.85) of line 2a ......... 710,802 481,227 660,624 109,711 1,962,364
c Qualifying distributions from Part XI,
line 4 for each year listed .....
35,067,953 33,950,371 18,908,412 16,634,658 104,561,394
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
28,015,246 28,245,496 14,965,752 13,586,915 84,813,409
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
7,052,707 5,704,875 3,942,660 3,047,743 19,747,985
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......         0
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
        0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
796,882 642,043 518,137 594,364 2,551,426
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) ....
        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
        0
(3) Largest amount of support
from an exempt organization
        0
(4) Gross investment income         0
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).)
EILEEN ROCKEFELLER GROWALD
PAUL J GROWALD
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

350 ORG

PO BOX 843004
BOSTON,MA02284
N/A PC PROJECT SUPPORT 265,000

ACTION SPEAKS LOUDER

16A BOLTON STREET NSW
  NEW CASTLE  
AS
N/A PC CORE SUPPORT 500,000

AEER -AKSI EKOLOGI DAN EMANSIPASI RAKYAT

TALAVERA OFFICE PARK 28 FL JL TB
SIMATUPANG KAV 22-26
  JAKARTA  
ID
N/A PC CORE SUPPORT 200,000

AFRICAN CLIMATE ALLIANCE

3 TIVERTON ROAD
  CAPE TOWN  
SF
N/A PC CORE SUPPORT 200,000

AGENCE FRANCAISE DE DEVELOPPEMENT

5-7 RUE ROLAND BARTHES
  PARIS75012
FR
N/A GOV PROJECT SUPPORT 800,000

AGORA THINK TANKS GGMBH

ANNA-LOUISA-KARSCH-STR 2
  BERLIN10178
GM
N/A PC PROJECT SUPPORT 234,000

AKTIVASIA LTD

SUITE 11 FIRST FLOOR 79-83 MYRTLE
STREET
  CHIPPENDALE NSW  
AS
N/A PC PROJECT SUPPORT 150,000

ALLIANCE FOR TRIBAL CLEAN ENERGY

1629 K STREET NW SUITE 300
WASHINGTON,DC20006
N/A PC PROJECT SUPPORT 500,000

ANTHROPOCENE FIXED INCOME INSTITUTE

FOGDEVAGEN 4 13150 SALTSJO-DUVNAS
SW
N/A PC CORE SUPPORT 200,000

ASOCIACION IVY ORGANIZACION NO GUBERNAMENTAL ADIS

ALBERDI 5829 CP11500
  MONTEVIDEO  
UY
N/A PC PROJECT SUPPORT 136,400

ASOCIACION IVY ORGANIZACION NO GUBERNAMENTAL ADIS

ALBERDI 5829 CP11500
  MONTEVIDEO  
UY
N/A PC CORE SUPPORT 200,000

BLACK GIRLS RISING

BERTHA HOUSE 69 MAIN ROAD MOWBRAY
  CAPETOWN 7750  
SF
N/A PC CORE SUPPORT 100,000

CLIMATE 2025

ELECTRIC WORKS 3 CONCOURSE WAY
  SHEFFIELDS1 2BJ
UK
N/A PC PROJECT SUPPORT 150,000

CLIMATE 2025

ELECTRIC WORKS 3 CONCOURSE WAY
  SHEFFIELDS1 2BJ
UK
N/A PC PROJECT SUPPORT 500,000

CLIMATE 2025

ELECTRIC WORKS 3 CONCOURSE WAY
  SHEFFIELDS1 2BJ
UK
N/A PC CORE SUPPORT 250,000

CLIMATE 2025

ELECTRIC WORKS 3 CONCOURSE WAY
  SHEFFIELDS1 2BJ
UK
N/A PC PROJECT SUPPORT 500,000

CLIMATE 2025

ELECTRIC WORKS 3 CONCOURSE WAY
  SHEFFIELDS1 2BJ
UK
N/A PC PROJECT SUPPORT 200,000

CLIMATE 2025

ELECTRIC WORKS 3 CONCOURSE WAY
  SHEFFIELDS1 2BJ
UK
N/A PC PROJECT SUPPORT 575,000

CLIMATE ASIA

18 MELVILLE AVENUE
DORCHESTER,MA02124
N/A PC PROJECT SUPPORT 50,000

CLIMATE BONDS INITIATIVE

40 BERMONDSEY STREET
  LONDONSE1 3UD
UK
N/A PC CORE SUPPORT 300,000

CLIMATE DIALOGUE JAPAN

2-9-4 NUMAMA ZUSHI
  KANAGAWA2490004
JA
N/A PC CORE SUPPORT 200,000

CLIMATE FINALYTICS

10 OAKLAND AVENUE
AUBURNDALE,MA02466
N/A PC CORE SUPPORT 200,000

CLIMATE INTEGRATE

4TH FLOOR NISHIYAMA BUILDING 4-7-1
SHIBA MINATO-KU
  TOKYO108-0014
JA
N/A PC CORE SUPPORT 250,000

CLIMATE STRATEGIES

8 DEVONSHIRE SQUARE
  LONDONEC3M 4PL
UK
N/A PC PROJECT SUPPORT 100,000

CLIMATEWORKS FOUNDATION

235 MONTGOMERY STREET SUITE 1300
SAN FRANCISCO,CA94104
N/A PC PROJECT SUPPORT 500,000

CLIMATEWORKS FOUNDATION

235 MONTGOMERY STREET SUITE 1300
SAN FRANCISCO,CA94104
N/A PC PROJECT SUPPORT 413,000

CORPORATION FOR THE DEVELOPMENT OF ENERGY POLICIES FOR JUST TRANSITIONS

CR 8 C NO 10703
  BOGATA  
CO
N/A PC CORE SUPPORT 250,000

ENVIRONMENTAL DEFENSE FUND

257 PARK AVENUE SOUTH
NEW YORK,NY10010
N/A PC PROJECT SUPPORT 200,000

EUROPEAN CLIMATE FOUNDATION

RIVIERVISMARKT 5
  THE HAGUE2513 AM
NL
N/A PC PROJECT SUPPORT 1,000,000

EUROPEAN CLIMATE FOUNDATION

RIVIERVISMARKT 5
  THE HAGUE2513 AM
NL
N/A PC PROJECT SUPPORT 150,000

EUROPEAN CLIMATE FOUNDATION

RIVIERVISMARKT 5
  THE HAGUE2513 AM
NL
N/A PC PROJECT SUPPORT 350,000

EUROPEAN CLIMATE FOUNDATION

RIVIERVISMARKT 5
  THE HAGUE2513 AM
NL
N/A PC PROJECT SUPPORT 2,500,000

FINANCIAL SERVICES STAKEHOLDER PROJECT

2513 N CENTRAL PARK AVENUE
CHICAGO,IL60647
N/A PC CORE SUPPORT 200,000

FONDAZIONE THINK TANK (ECCO)

VIA TOMMASO DA CAZZANIGA SNC MILAN
  MILANO20121
IT
N/A PC CORE SUPPORT 224,163

FORENINGEN ACTER

FILMBYEN 11
  AARHUS8000
DA
N/A PC CORE SUPPORT 310,000

GLOBAL ENERGY MONITOR

1254 UTAH STREET
SAN FRANCISCO,CA94110
N/A PC PROJECT SUPPORT 250,000

GLOBAL GREENGRANTS FUND

2840 WILDERNESS PLACE SUITE A
BOULDER,CO80301
N/A PC PROJECT SUPPORT 500,000

GREENING YOUTH FOUNDATION

50 HURT PLAZA SUITE 980
ATLANTA,GA30303
N/A PC PROJECT SUPPORT 280,000

INSTITUTE FOR ENERGY ECONOMICS & FINANCE ANALYSIS (IEEFA)

3430 ROCKY RIVER DRIVE
CLEVELAND,OH44111
N/A PC CONVENING SUPPORT 30,000

IMAL - INITIATIVE FOR CLIMATE & DEVELOPMENT

BUREAU 108 APPT 15 32 IMPASSE SIAM
AVENUE MADAGASCAR
  QUARTIER L'OCEAN100400
MO
N/A PC CORE SUPPORT 200,000

INDONESIA RESEARCH INSTITUTE FOR DECARBON (IRID)

37TH FLOOR JALAN JENDERAL SUDIRMAN
KAV 52-53 SENAYAN KEBAYORAN BARU
  JAKARTA12190
ID
N/A PC CORE SUPPORT 250,000

INICIATIVA CLIMATICA DE MEXICO (ICM)

MIGUEL ANGEL DE QUEVEDO 550 INT
8910 COL SANTA CATARINA
ALCALDA COYOACAN,MEXICO CITY  
MX
N/A PC PROJECT SUPPORT 75,200

INITIATIVE FOR SOCIAL PERFORMANCE IN RENEWABLE ENERGY (INSPIRE)

8 ARNOLD ROAD ROSEBANK TOP FLOOR
UNIT 2 JOHANNESBURG
  GAUTENG2196
SF
N/A PC CORE SUPPORT 205,150

INTERNATIONAL NGO TRAINING RESEARCH CENTRE (INTRAC)

THE WHEELHOUSE ANGEL COURT 81 ST
CLEMENTS STREET OXFORD
  OXFORDSHIREOX4 1AW
UK
N/A PC PROJECT SUPPORT 246,425

INTERNATIONAL SENIOR LAW CORP

207 W 25TH STREET 6TH FLOOR
NEW YORK,NY10001
N/A PC PROJECT SUPPORT 100,000

INT'L RESEARCH & EXCHANGES BOARD (IREX)

1275 K STREET NW SUITE 600
WASHINGTON,DC20005
N/A PC PROJECT SUPPORT 282,084

INT'L RESEARCH & EXCHANGES BOARD (IREX)

1275 K STREET NW SUITE 600
WASHINGTON,DC20005
N/A PC PROJECT SUPPORT 700,000

INT'L RESEARCH & EXCHANGES BOARD (IREX)

1275 K STREET NW SUITE 600
WASHINGTON,DC20005
N/A PC PROJECT SUPPORT 1,217,000

INT'L RESEARCH & EXCHANGES BOARD (IREX)

1275 K STREET NW SUITE 600
WASHINGTON,DC20005
N/A PC PROJECT SUPPORT 608,495

JUBILEE SOUTH ASIA PACIFIC MOVEMENT INC

UNIT 1806 TOWER C PLACE CONDOMINIUM
MOTHER IGNACIA AVENUE
  QUEZON CITY1103
RP
N/A PC CORE SUPPORT 100,000

MEKONG CENTER FOR CLIMATE FINANCE

NHA 1 NGO 195 DOI CAN
  H NI  
VM
N/A PC PROJECT SUPPORT 240,000

CALCEF INNOVATIONS - NEW ENERGY NEXUS

436 14TH STREET SUITE 1220
OAKLAND,CA94612
N/A PC PROJECT SUPPORT 200,000

CALCEF INNOVATIONS - NEW ENERGY NEXUS

436 14TH STREET SUITE 1220
OAKLAND,CA94612
N/A PC PROJECT SUPPORT 250,000

NEXT GROUP

R1102 27 TEHERAN-RO 2-GIL GANGNAM-G
  SEOUL  
KS
N/A PC CORE SUPPORT 500,000

OCEAN ENERGY PATHWAY (OEP)

71-75 SHELTON STREET COVENT GARDEN
  LONDONWC2H 9JQ
UK
N/A PC CORE SUPPORT 150,000

OIL CHANGE INTERNATIONAL

714 G STREET SE
WASHINGTON,DC20003
N/A PC PROJECT SUPPORT 150,000

PEOPLE OF ASIA FOR CLIMATE SOLUTIONS (PACS)

5/F GATEWAY TOWER GEN ROXAS AVE GEN
AGUINALDO AVE ARANETA CENTER
CUBAO,QUEZON CITY  
RP
N/A PC PROJECT SUPPORT 75,000

PEOPLE OF ASIA FOR CLIMATE SOLUTIONS (PACS)

5/F GATEWAY TOWER GEN ROXAS AVE GEN
AGUINALDO AVE ARANETA CENTER
CUBAO,QUEZON CITY  
RP
N/A PC CORE SUPPORT 250,000

POWERSHIFT AFRICA

A6 SILVERPOOL OFFICE SUITES JABAVU
LANE HURLINGHAM
  NAIROBU  
KE
N/A PC CORE SUPPORT 250,000

PUBLIC INTEREST LAW INITIATIVE

199 WATER STREET 11TH FLOOR
NEW YORK,NY10038
N/A PC CORE SUPPORT 200,000

RABIA TRANSITIONS INITIATIVE

53 VILLAGGIO DUE 24 LESLIE ROAD
DOUGLASDALE
  JOHANNESBURGGT 2191
SF
N/A PC CORE SUPPORT 300,000

RECLAIM FINANCE

75 RUE MANIN
  PARIS75019
FR
N/A PC CORE SUPPORT 300,000

REFORM INSTITUTE OF POLAND

12/3 WARSAW MAZOWIECKIE
  WARSAW02-566
PL
N/A PC CORE SUPPORT 250,000

RENEWABLES FIRST

10-11 3RD FLOOR EXECUTIVE COMPLEX
BUILDING G-8 MARKAZ
  ISLAMBAD44000
PK
N/A NC ER - PROJECT SUPPORT 250,000

ROCKEFELLER PHILANTHROPY ADVISORS INC

6W 48TH STREET 10TH FLOOR
NEW YORK,NY10031
N/A PC PROJECT SUPPORT 760,000

ROCKEFELLER PHILANTHROPY ADVISORS INC

6W 48TH STREET 10TH FLOOR
NEW YORK,NY10031
N/A PC PROJECT SUPPORT 250,000

ROCKEFELLER PHILANTHROPY ADVISORS INC

6W 48TH STREET 10TH FLOOR
NEW YORK,NY10031
N/A PC PROJECT SUPPORT 25,000

SOCIAL AND ENVIRONMENTAL ENTREPRENEURS

23564 CALABASAS ROAD SUITE 201
CALABASAS,CA91302
N/A PC PROJECT SUPPORT 200,000

SOLUTIONS FOR OUR CLIMATE

6TH FL 5 TTUKSEOM-RO 1 NA-GIL
SUNGDONG-GU
  SEOUL04779
KS
N/A PC PROJECT SUPPORT 175,000

SPRINKLES (HK) CHARITY FOUNDATION

ROOM 1301-2 13/F 303 HENNESSY ROAD
  WAN CHAI  
HK
N/A PC PROJECT SUPPORT 100,000

STRATEGIC YOUTH NETWORK FOR DEVELOPMENT (SYND)

ACCRA - PO BOX GP 2883
GH
N/A PC CORE SUPPORT 100,000

SUNRISE PROJECT INC - US

848 43RD STREET APARTMENT 24
BROOKLYN,NY11232
N/A PC PROJECT SUPPORT 250,000

SUNRISE PROJECT INC - US

848 43RD STREET APARTMENT 24
BROOKLYN,NY11232
N/A PC PROJECT SUPPORT 1,000,000

SUSTAINABLE ECONOMICS & FINANCE ASSOCIATION (SEFIA)

MUSTAFA KEMAL MH DUMLUPNAR BLV
280/G NO1244 CANKAYA
  ANKARA  
TU
N/A NC ER - PROJECT SUPPORT 100,000

SUSTAINABLE MARKETS FOUNDATION

45 W 36TH STREET
NEW YORK,NY10008
N/A PC PROJECT SUPPORT 200,000

TECHSOUP GLOBAL

435 BRANNAN STREET
SAN FRANCISCO,CA94107
N/A PC PROJECT SUPPORT 200,000

TECHSOUP GLOBAL

435 BRANNAN STREET
SAN FRANCISCO,CA94107
N/A PC PROJECT SUPPORT 100,000

THE ENERGY FOUNDATION

55 SECOND STREET SUITE 2400
SAN FRANCISCO,CA94105
N/A PC PROJECT SUPPORT 1,000,000

THE REGENTS OF CA - BERKELEY

1608 FORTH STREET SUITE 220
BERKELEY,CA94710
N/A PC PROJECT SUPPORT 250,000

THE REGENTS OF CA - BERKELEY

1608 FORTH STREET SUITE 220
BERKELEY,CA94710
N/A PC PROJECT SUPPORT 300,000

THE REGENTS OF THE UNIVERSITY OF CA - SAN DIEGO

9500 GILMAN DRIVE MAIL CODE 0934
LA JOLLA,CA92093
N/A PC PROJECT SUPPORT 193,679

TRANSFORMA

CALLE 72 6-30 OFICINA 402
  BOGATA  
CO
N/A PC CONVENING SUPPORT 30,000

TRANSFORMA

CALLE 72 6-30 OFICINA 402
  BOGATA  
CO
N/A PC CORE SUPPORT 250,000

YAYASAN TREND ASIA

CEO SUITE AXA TOWER 45TH FL JLPROF
DR SATRIO KAV 18
KUNINGAN SETIABUDI,JAKARTA12940
ID
N/A PC CORE SUPPORT 250,000

UNITED CHARITABLE

8201 GREENSBORO DRIVE SUITE 702
TYSONS,VA22102
N/A PC PROJECT SUPPORT 350,000

WORLD ECONOMIC FORUM

91-93 ROUTE DE LA CAPITE GENEVE
  COLOGNY1223
SZ
N/A PC PROJECT SUPPORT 250,000

WORLD RESOURCES INSTITUTE

10 G STREET NE SUITE 800
WASHINGTON,DC20002
N/A PC PROJECT SUPPORT 100,000

YOUTH FOR CLIMATE ACTION

39 NAMDAEMUN-RO 9-G REPUBLIC OF
KOREA JUNG-GU
  SEOUL  
KS
N/A NC ER - CORE SUPPORT 160,000

AMERICAN JEWISH WORLD SERVICE INC

CONTRIBUTIONS OFFICE PO BOX 568
ETNA,NH03750
N/A PC GENERAL SUPPORT 250

AUDUBON VERMONT

C/O GREEN MOUNTAIN AUDUBON CENTER
255 SHERMAN HOLLOW ROAD
HUNTINGTON,VT05462
N/A PC GENERAL SUPPORT 500

BAR HARBOR FOOD PANTRY

PO BOX 434
BAR HARBOR,ME04609
N/A PC GENERAL SUPPORT 500

BUILDING A LOCAL ECONOMY (BALE)

PO BOX 211
SOUTH ROYALTON,VT05068
N/A PC GENERAL SUPPORT 10,000

COLLABORATIVE FOR ACADEMIC SOCIAL AND EMOTIONAL LEARNING (CASEL)

815 W VAN BUREN STREET SUITE 210
CHICAGO,IL606073567
N/A PC GENERAL SUPPORT 1,000

CHANDLER MUSIC HALL

71 N MAIN STREET
RANDOLPH,VT050601105
N/A PC GENERAL SUPPORT 200

CHARLOTTE LAND TRUST

PO BOX 43
CHARLOTTE,VT05445
N/A PC GENERAL SUPPORT 100

COLLEGE OF THE ATLANTIC

105 EDEN STREET
BAR HARBOR,ME04609
N/A PC GENERAL SUPPORT 3,000

CORNELL LAB OF ORNITHOLOGY

159 SAPSUCKER WOODS ROAD
ITHACA,NY14850
N/A PC GENERAL SUPPORT 250

COMMITTEE ON TEMPORARY SHELTER (COTS)

PO BOX 1616
BURLINGTON,VT05402
N/A PC GENERAL SUPPORT 500

ECHO LAKE AQUARIUM & SCIENCE CENTER

ONE COLLEGE STREET
BURLINGTON,VT05401
N/A PC GENERAL SUPPORT 500

ECOAMERICA

1730 RHODE ISLAND AVENUE NW SUITE
200
WASHINGTON,DC20036
N/A PC GENERAL SUPPORT 500

EQUAL JUSTICE INITIATIVE

122 COMMERCE STREET
MONTGOMERY,AL36104
N/A PC GENERAL SUPPORT 500

FLYNN CENTER PERFORMING ARTS

153 MAIN STREET
BURLINGTON,VT05401
N/A PC GENERAL SUPPORT 2,500

FRIENDS OF ACADIA

43 COTTAGE STREET PO BOX 45
BAR HARBOR,ME04609
N/A PC GENERAL SUPPORT 500

GREEN MOUNTAIN HORSE ASSOC

PO BOX 8
SOUTH WOODSTOCK,VT05071
N/A PC GENERAL SUPPORT 3,500

HUNGER FREE VERMONT

38 EASTWOOD DRIVE SUITE 100
SOUTH BURLINGTON,VT05403
N/A PC GENERAL SUPPORT 1,500

INSTITUTE FOR JEWISH SPIRITUALITY

121 W 27TH STREET SUITE 404
NEW YORK,NY10001
N/A PC GENERAL SUPPORT 250

ISLAND INSTITUTE

PO BOX 648
ROCKLAND,ME04841
N/A PC GENERAL SUPPORT 200

ISLAND READERS & WRITERS

PO BOX 227
MOUNT DESERT,ME04660
N/A PC GENERAL SUPPORT 100

JEW BELONG INC

37 WEST 20TH STREET SUITE 307
NEW YORK,NY10011
N/A PC GENERAL SUPPORT 1,000

JEWISH COMMUNITIES OF VERMONT

PO BOX 4472
BURLINGTON,VT05406
N/A PC GENERAL SUPPORT 1,000

JUST DETENTION INTERNATIONAL INC

3325 WILSHIRE BOULEVARD SUITE 340
LOS ANGELES,CA90010
N/A PC GENERAL SUPPORT 100

KING STREET CENTER

PO BOX 1615
BURLINGTON,VT05402
N/A PC GENERAL SUPPORT 250

LAKE CHAMPLAIN LAND TRUST

ONE MAIN STREET SUITE 205
BURLINGTON,VT05401
N/A PC GENERAL SUPPORT 250

LEWIS CREEK ASSOCIATION

PO BOX 313
CHARLOTTE,VT05445
N/A PC GENERAL SUPPORT 500

MAINE COAST HERITAGE TRUST

1 BOWDOIN MILL ISLAND SUITE 201
TOPSHAM,ME04086
N/A PC GENERAL SUPPORT 10,000

MAINE ISLAND TRAIL ASSOCIATION

100 KENSINGTON STREET SUITE 2
PORTLAND,ME04103
N/A PC GENERAL SUPPORT 1,000

MIDDLEBURY COLLEGE

GIFT ADMINISTRATION 700 EXCHANGE
STREET
MIDDLEBURY,VT05753
N/A PC GENERAL SUPPORT 5,000

MOUNT DESERT ISLAND HOSPITAL

OFFICE OF ADVANCEMENT PO BOX 8
BAR HARBOR,ME04609
N/A PC GENERAL SUPPORT 100

MOUNT DESERT LAND & GARDEN PRESERVE

PO BOX 208
SEAL HARBOR,ME04675
N/A PC GENERAL SUPPORT 10,000

MOUNT DESERT NURSING ASSOCIATION

12 SUMMIT ROAD PO BOX 397
NORTHEAST HARBOR,ME04662
N/A PC GENERAL SUPPORT 100

NATURE CONSERVANCY ADIRONDACK CHAPTER

PO BOX 65
KEENE VALLEY,NY12943
N/A PC GENERAL SUPPORT 200

NATURE CONSERVANCY OF VT

575 STONE CUTTERS WAY
MONTPELIER,VT05602
N/A PC GENERAL SUPPORT 200

NEW AFRICA FUND

5269 PRINCETON WAY
BOCA RATON,FL33496
N/A PC GENERAL SUPPORT 500

NORTH COUNTRY PUBLIC RADIO

C/O ST LAWRENCE UNIVERSITY 23
ROMODA DRIVE
CANTON,NY13617
N/A PC GENERAL SUPPORT 100

NORTH COUNTRY SCHOOL

4382 CASCADE ROAD
LAKE PLACID,NY12946
N/A PC GENERAL SUPPORT 10,000

NORTHEAST HARBOR AMBULANCE ASSOC

PO BOX 122
NORTHEAST HARBOR,ME04662
N/A PC GENERAL SUPPORT 200

NORTHEAST HARBOR LIBRARY

PO BOX 279
NORTHEAST HARBOR,ME04662
N/A PC GENERAL SUPPORT 100

OHAVI ZEDEK SYNAGOGUE

188 NORTH PROSPECT STREET
BURLINGTON,VT05401
N/A PC GENERAL SUPPORT 10,000

OHAVI ZEDEK SYNAGOGUE

188 NORTH PROSPECT STREET
BURLINGTON,VT05401
N/A PC GENERAL SUPPORT 15,000

PIERSON LIBRARY

5376 SHELBURNE ROAD
SHELBURNE,VT05482
N/A PC GENERAL SUPPORT 250

PLANNED PARENTHOOD OF NORTHERN NE

784 HERCULES DRIVE SUITE 110
COLCHESTER,VT05446
N/A PC GENERAL SUPPORT 1,000

POLLINATOR PARTNERSHIP

600 MONTGOMERY STREET STE 440
SAN FRANCISCO,CA94111
N/A PC GENERAL SUPPORT 2,000

PROGRAM FOR TORTURE VICTIMS

3550 WILSHIRE BOULEVARD SUITE 1906
LOS ANGELES,CA90010
N/A PC GENERAL SUPPORT 5,000

SEAL HARBOR LIBRARY ASSOC

PO BOX 135
SEAL HARBOR,ME04675
N/A PC GENERAL SUPPORT 100

SEAL HARBOR VILLAGE IMPROVEMENT SOCIETY

PO BOX 171
SEAL HARBOR,ME04675
N/A PC GENERAL SUPPORT 250

SHALOM ALLIANCE

PO BOX 4045
BURLINGTON,VT05406
N/A PC GENERAL SUPPORT 10,000

SHELBURNE COMMUNITY SCHOOL

C/O ANGEL FUND 345 HARBOR ROAD
SHELBURNE,VT05482
N/A NC ANGEL FUND 1,000

SHELBURNE CRAFT SCHOOL

PO BOX 52
SHELBURNE,VT05482
N/A PC GENERAL SUPPORT 250

SHELBURNE FARMS

1611 HARBOR ROAD
SHELBURNE,VT05482
N/A PC GENERAL SUPPORT 15,000

SHELBURNE FIREFIGHTERS ASSOCIATION

PO BOX 911
SHELBURNE,VT05482
N/A PC GENERAL SUPPORT 300

SHELBURNE FOOD SHELF

PO BOX 763
SHELBURNE,VT05482
N/A PC GENERAL SUPPORT 500

SHELBURNE MUSEUM

5555 SHELBURNE ROAD
SHELBURNE,VT05482
N/A PC GENERAL SUPPORT 2,500

SHELBURNE RESCUE

PO BOX 254
SHELBURNE,VT05482
N/A PC GENERAL SUPPORT 300

STONE BARNS CENTER FOR FOOD & AGRICULTURE

630 BEDFORD ROAD
POCANTICO HILLS,NY10591
N/A PC GENERAL SUPPORT 2,000

SYNERGOS

3 E 54TH STREET 14TH FLOOR
NEW YORK,NY10022
N/A PC GENERAL SUPPORT 5,000

TEN STRANDS

PO BOX 150869
SAN RAFAEL,CA94915
N/A PC GENERAL SUPPORT 1,000

THE AMERICAN CHESTNUT FOUNDATION

50 N MERRIMON AVENUE SUITE 115
ASHEVILLE,NC28804
N/A PC GENERAL SUPPORT 100

THE COLONIAL WILLIAMSBURG FOUNDATION

PO BOX 1776
WILLIAMSBURG,VA23187
N/A PC GENERAL SUPPORT 1,000

THE MICHAEL J FOX FOUNDATION

GRAND CENTRAL STATION PO BOX 4777
NEW YORK,NY10163
N/A PC GENERAL SUPPORT 1,000

THE PRESERVATION TRUST OF VERMONT

104 CHURCH STREET SUITE 21
BURLINGTON,VT05401
N/A PC GENERAL SUPPORT 250

THE WOODSTOCK FOUNDATION INC

PO BOX 489
WOODSTOCK,VT05091
N/A PC GENERAL SUPPORT 500

TOWN HALL THEATER

PO BOX 128
MIDDLEBURY,VT05753
N/A PC GENERAL SUPPORT 500

UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM

3080 BROADWAY SUITE B208
NEW YORK,NY10027
N/A PC GENERAL SUPPORT 250

US COMMITTEE FOR REFUGEE & IMMIGRANTS-VT

462 HEGEMAN AVENUE SUITE 101
COLCHESTER,VT05446
N/A PC GENERAL SUPPORT 2,500

UVM HILLEL

C/O UVM FOUNDATION 439 COLLEGE
STREET
BURLINGTON,VT05405
N/A PC GENERAL SUPPORT 500

VERMONT ARTS COUNCIL

136 STATE STREET
MONTPELIER,VT05633
N/A PC GENERAL SUPPORT 150

VERMONT CENTER FOR ECOSTUDIES

PO BOX 420
NORWICH,VT05055
N/A PC GENERAL SUPPORT 500

VERMONT FAMILY FORESTS

PO BOX 254
BRISTOL,VT05443
N/A PC GENERAL SUPPORT 200

VERMONT FOLKLIFE CENTER

74 MAIN STREET
BURLINGTON,VT05401
N/A PC GENERAL SUPPORT 750

VERMONT FOODBANK

PO BOX 471
BRATTLEBORO,VT05302
N/A PC GENERAL SUPPORT 1,000

VERMONT INSTITUTE OF NATURAL SCIENCE

PO BOX 1281
QUECHEE,VT05059
N/A PC GENERAL SUPPORT 500

VERMONT LAND TRUST

8 BAILEY AVENUE
MONTPELIER,VT05602
N/A PC GENERAL SUPPORT 1,500

VERMONT NATURAL RESOURCES COUNCIL

9 BAILEY AVENUE
MONTPELIER,VT05602
N/A PC GENERAL SUPPORT 500

VERMONT PUBLIC RADIO

365 TROY AVENUE
COLCHESTER,VT05446
N/A PC GENERAL SUPPORT 2,000

VERMONT SYMPHONY ORCHESTRA INC

2 CHURCH STREET SUITE 3B
BURLINGTON,VT05401
N/A PC GENERAL SUPPORT 250

VERMONT WOMEN'S FUND

C/O VERMONT COMMUNITY FOUNDATION 3
COURT STREET
MIDDLEBURY,VT05753
N/A PC GENERAL SUPPORT 100

VERMONT YOUTH ORCHESTRA ASSOC

223 ETHAN ALLEN AVENUE
COLCHESTER,VT05446
N/A PC GENERAL SUPPORT 100

VT DIGGER

C/O VERMONT JOURNALISM TRUST 26
STATE STREET SUITE 8
MONTPELIER,VT05602
N/A PC GENERAL SUPPORT 1,500

WENDELL GILLEY MUSEUM

PO BOX 254
SOITHWEST HARBOR,ME04679
N/A PC GENERAL SUPPORT 100

WILDFLOWERS INSTITUTE

1144 PACIFIC AVENUE
SAN FRANCISCO,CA94133
N/A PC GENERAL SUPPORT 500
Total .................................right arrow 3a 28,015,246
bApproved for future payment

350 ORG
PO BOX 843004
BOSTON,MA02284
N/A PC PROJECT SUPPORT 265,000

AEER -AKSI EKOLOGI DAN EMANSIPASI RAKYAT
TALAVERA OFFICE PARK 28 FL JL TB
SIMATUPANG KAV 22-26
  JAKARTA  
ID
N/A PC CORE SUPPORT 200,000

AFRICAN CLIMATE ALLIANCE
3 TIVERTON ROAD
  CAPE TOWN  
SF
N/A PC PROJECT SUPPORT 200,000

AGORA THINK TANKS GGMBH
ANNA-LOUISA-KARSCH-STR 2
  BERLIN10178
GM
N/A PC PROJECT SUPPORT 234,000

ASIA SOCIETY
725 PARK AVENUE
NEW YORK,NY10021
N/A PC PROJECT SUPPORT 300,000

CLIMATE 2025
ELECTRIC WORKS 3 CONCOURSE WAY
  SHEFFIELDS1 2BJ
UK
N/A PC PROJECT SUPPORT 200,000

CLIMATE ACTION NETWORK EUROPE
MUNDO B FOR BEYOND FOSSIL FUELS RUE
DEDIMBOURG 26
  BRUSSELS1050
BE
N/A PC PROJECT SUPPORT 500,000

COAL TO CLEAN STEWARTSHIP FUND
11TH FLOOR AL MARYAH ISLAND
  ABU DHABI  
AE
N/A NC ER - PROJECT SUPPORT 400,000

CORPORATION FOR THE DEVELOPMENT OF ENERGY POLICIES FOR JUST TRANSITIONS
CR 8 C NO 10703
  BOGATA  
CO
N/A PC CORE SUPPORT 250,000

FONDAZIONE THINK TANK (ECCO)
VIA TOMMASO DA CAZZANIGA SNC MILAN
  MILANO20121
IT
N/A PC CORE SUPPORT 225,837

INITIATIVE FOR SOCIAL PERFORMANCE IN RENEWABLE ENERGY (INSPIRE)
8 ARNOLD ROAD ROSEBANK TOP FLOOR
UNIT 2 JOHANNESBURG
  GAUTENG2196
SF
N/A PC CORE SUPPORT 200,000

CALCEF INNOVATIONS - NEW ENERGY NEXUS
436 14TH STREET SUITE 1220
OAKLAND,CA94612
N/A PC PROJECT SUPPORT 250,000

OCEAN ENERGY PATHWAY (OEP)
71-75 SHELTON STREET COVENT GARDEN
  LONDONWC2H 9JQ
UK
N/A PC CORE SUPPORT 150,000

POWERSHIFT AFRICA
A6 SILVERPOOL OFFICE SUITES JABAVU
LANE HURLINGHAM
  NAIROBU  
KE
N/A PC CORE SUPPORT 250,000

RECLAIM FINANCE
75 RUE MANIN
  PARIS75019
FR
N/A PC CORE SUPPORT 250,000

ROCKEFELLER PHILANTHROPY ADVISORS INC
6 W 48TH STREET 10TH FLOOR
NEW YORK,NY10031
N/A PC PROJECT SUPPORT 250,000

SOLUTIONS FOR OUR CLIMATE
6TH FL 5 TTUKSEOM-RO 1 NA-GIL
SUNGDONG-GU
  SEOUL04779
KS
N/A PC PROJECT SUPPORT 175,000

STEELWATCH STICHTING
FLUWELEN BURGWAL 58 ZUID
  DEN HAAG2511 CJ
NL
N/A PC CORE SUPPORT 500,000

SUSTAINABLE ECONOMICS & FINANCE ASSOCIATION (SEFIA)
MUSTAFA KEMAL MH DUMLUPNAR BLV
280/G NO1244 ANKAYA
  ANKARA  
TU
N/A NC ER - PROJECT SUPPORT 100,000

TRANSFORMA
CALLE 72 6-30 OFICINA 402
  BOGATA  
CO
N/A PC CORE SUPPORT 250,000

YAYASAN TREND ASIA
CEO SUITE AXA TOWER 45TH FL JLPROF
DR SATRIO KAV 18
KUNINGAN SETIABUDI,JAKARTA12940
ID
N/A PC CORE SUPPORT 250,000

UNITED CHARITABLE
8201 GREENSBORO DRIVE SUITE 702
TYSONS,VA22102
N/A PC PROJECT SUPPORT 350,000

WORLD ECONOMIC FORUM
91-93 ROUTE DE LA CAPITE GENEVE
  COLOGNY1223
SZ
N/A PC PROJECT SUPPORT 250,000
Total ................................. right arrow 3b 5,999,837
Form 990-PF (2024)
Form 990-PF (2024)
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 ...........
    14 324,295  
4 Dividends and interest from securities ....     14 517,501  
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 25,583  
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) .. 0 867,379 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
867,379
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
GROWALD CLIMATE FUND INC
 
Employer identification number

46-4209325
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
GROWALD CLIMATE FUND INC
 
Employer identification number
46-4209325
Part I
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
PAUL AND EILEEN GROWALD
PO BOX 459
 
SHELBURNE, VT054820459

$ 3,020,986


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
BOUNDLESS EARTH
 
13 TRELAWNEY STREET
 
SYDNEY,   NSW 2025AS

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
CLIMATEWORKS FOUNDATION
 
235 MONTGOMERY STREET SUITE 1300
 
SAN FRANCISCO, CA941043123

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
4
DAFGIVING360
 
PO BOX 2430
 
OMAHA, NE681032430

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
5
EUROPEAN CLIMATE FOUNDATION
 
RIVIERVISMARKT 5
 
THE HAGUE,   2513 AMNL

$ 17,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
6
GRANTHAM FOUNDATION FOR THE PROTECTION OF THE ENVIRONMENT
 
53 STATE STREET 33RD FLOOR
 
BOSTON, MA021092820

$ 20,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
GROWALD CLIMATE FUND INC
 
Employer identification number
46-4209325
Part I
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
7
SED FUND
 
FLUWELEN BURGWAL 58
 
DEN HAAG,   2511 CJNL

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
8
QUADRATURE CLIMATE FOUNDATION
 
UNCOMMON LIVERPOOL STREET 34-37 LIV
 
LONDON,   EC2M 7PPUK

$ 25,000,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
9
STICHTING FUNDER FORUM
 
EDVARD MUNCHWEG 14-B
 
ALMERE,   1328 MANL

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
10
SUNRISE PROJECT
 
GROUND FLOOR 17 RANDLE STREET
 
NEW SOUTH WALES,   SURRY HILLS 2010AS

$ 7,500


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
11
TARA CLIMATE FOUNDATION
 
65 CHULIA STREET
 
  ,   049513SN

$ 20,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
12
THE OAK FOUNDATION USA
 
55 VILCOM CENTER DRIVE SUITE 340
 
CHAPEL HILL, NC275141690

$ 25,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
GROWALD CLIMATE FUND INC
 
Employer identification number
46-4209325
Part I
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
13
WAVERLEY STREET FOUNDATION
 
2475 HANOVER STREET SUITE 100
 
PALO ALTO, CA943041114

$ 150,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
14
ZEGAR FAMILY FOUNDATION
 
PO BOX 1510
 
NEW YORK, NY101501510

$ 20,000


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
GROWALD CLIMATE FUND INC
 
Employer identification number

46-4209325
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
APPLE INC (AAPL) 15,240.000 SHARES $ 2,803,929 2024-02-14
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
3I GROUP UNSP ADR (TGOPY) 154.000 SHARES $ 2,399 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ABB LTD SPON ADR (ABBNY) 75.000 SHARES $ 3,438 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ACCOR SA SPON ADR (ACCYY) 117.000 SHARES $ 1,035 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ADVANCED MICRO DEVICES INC (AMD) 46.000 SHARES $ 8,242 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
AENA SME SA UNSPONSORED ADR (ANYYY) 4.000 SHARES $ 77 2024-02-23
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
GROWALD CLIMATE FUND INC
 
Employer identification number

46-4209325
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ALLIANZ SE UNSPON ADS (ALIZY) 168.000 SHARES $ 4,497 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ALPHABET INC CAP STK CL C (GOOG) 20.000 SHARES $ 2,907 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
APPLIED MATERIALS INC COM (AMAT) 33.000 SHARES $ 6,566 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ASML HOLDING NV (ASML) 16.000 SHARES $ 15,099 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ATLAS COPCO AB SP ADR A NEW (ATLKY) 173.000 SHARES $ 2,985 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ATLAS COPCO AB SP ADR B NEW (ATLCY) 67.000 SHARES $ 1,007 2024-02-23
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
GROWALD CLIMATE FUND INC
 
Employer identification number

46-4209325
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ATLASSIAN CORPORATION CL A (TEAM) 1.000 SHARE $ 206 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
AZEK CO INC CL A (AZEK) 7.000 SHARES $ 327 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
BANCO BILBAO VIZCAYA ARGENTAR ADS (BBVA) 160.000 SHARES $ 1,630 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
BAYERISCHE MOTOREN WERKE AG ADR (BMWYY) 72.000 SHARES $ 2,779 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
BROADCOM INC COM (AVGO) 3.000 SHARES $ 3,913 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
CADENCE DESIGN SYSTEMS INC (CDNS) 1.000 SHARE $ 304 2024-02-23
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
GROWALD CLIMATE FUND INC
 
Employer identification number

46-4209325
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
CATERPILLAR INC COM (CAT) 3.000 SHARES $ 971 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
CBOE GLOBAL MARKETS INC (CBOE) 4.000 SHARES $ 788 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
CHUGAI PHARMACEUTICAL CO UNSPN ADS (CHGCY) 3.000 SHARES $ 57 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
CINTAS CORP (CTAS) 4.000 SHARES $ 2,525 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
COCHLEAR LIMITED UNSPONSORD ADR (CHEOY) 7.000 SHARES $ 791 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
COMMERZBANK AG SPONSORED ADR NEW (CRZBY) 45.000 SHARES $ 524 2024-02-23
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
GROWALD CLIMATE FUND INC
 
Employer identification number

46-4209325
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
COMPAGNIE DE ST-GOBAIN UNSP ADR (CODYY) 192.000 SHARES $ 2,915 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
CREDIT AGRICOLE S A ADR (CRARY) 285.000 SHARES $ 1,924 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
DAIICHI SANKYO ADR (DSNKY) 16.000 SHARES $ 529 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
DAIWA SECURITIES GROUP SPON ADR (DSEEY) 96.000 SHARES $ 710 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
DELL TECHNOLOGIES INC CL C (DELL) 12.000 SHARES $ 1,084 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
DEMANT A/S UNSP ADS (WILYY) 19.000 SHARES $ 509 2024-02-23
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
GROWALD CLIMATE FUND INC
 
Employer identification number

46-4209325
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
DR HORTON INC COM (DHI) 27.000 SHARES $ 3,958 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
DRAFTKINGS INC NEW COM CL A (DKNG) 17.000 SHARES $ 711 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
EVOLUTION AB ADR (EVVTY) 7.000 SHARES $ 917 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
FAST RETAILING CO LTD UNSPONSORD ADR (FRCOY) 54.000 SHARES $ 1,582 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
FISERV INC COM (FI) 7.000 SHARES $ 1,054 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
FUJI ELECTRIC CO. LTD. UNSP ADR (FELTY) 32.000 SHARES $ 482 2024-02-23
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
GROWALD CLIMATE FUND INC
 
Employer identification number

46-4209325
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
GN STORE NORD SPON ADR (GNNDY) 3.000 SHARES $ 218 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
GRAINGER W W INC COM (GWW) 1.000 SHARE $ 959 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
GXO LOGISTICS INCORPORATED COM (GXO) 17.000 SHARES $ 905 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
HANNOVER RUECKVERSICHERUNG SE ADR (HVRRY) 4.000 SHARES $ 170 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
HCA HEALTHCARE INC COM (HCA) 8.000 SHARES $ 2,523 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
HITACHI ADR (HTHIY) 20.000 SHARES $ 3,435 2024-02-23
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
GROWALD CLIMATE FUND INC
 
Employer identification number

46-4209325
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
INFORMA PLC SPON ADR (IFJPY) 36.000 SHARES $ 750 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
INTERCONTINENTAL HOTELS GROUP SPON ADS (IHG) 38.000 SHARES $ 5,351 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
INTESA SANPAOLO S.P.A. SPON ADR (ISNPY) 148.000 SHARES $ 2,819 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
INTUIT INC (INTU) 1.000 SHARE $ 657 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
JAPAN EXCHANGE GROUP UNSPON ADR (JPXGY) 47.000 SHARES $ 616 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
JEFFERIES FINL GROUP INC COM (JEF) 11.000 SHARES $ 463 2024-02-23
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
GROWALD CLIMATE FUND INC
 
Employer identification number

46-4209325
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
KION GROUP AG UNSP ADR (KIGRY) 55.000 SHARES $ 625 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
LENNAR CORP COM CLASS A (LEN) 31.000 SHARES $ 4,810 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
LULULEMON ATHLETICA INC COM (LULU) 1.000 SHARE $ 459 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
MARRIOTT INTERNATIONAL INC COM (MAR) 5.000 SHARES $ 1,252 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
MARTIN MARIETTA MATERIALS INC COM (MLM) 1.000 SHARE $ 548 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
MARVELL TECHNOLOGY INC COM (MRVL) 4.000 SHARES $ 276 2024-02-23
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
GROWALD CLIMATE FUND INC
 
Employer identification number

46-4209325
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
MEDIOBANCA - BANCA DI CREDITO UNSPONSORED ADR (MDIBY) 108.000 SHARES $ 1,505 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
MERCK &CO. INC COM (MRK) 57.000 SHARES $ 7,384 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
META PLATFORMS INC CLASS A (META) 24.000 SHARES $ 11,721 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
MICHELIN(CIE GLE DES ETABL.) UNSP ADS (MGDDY) 24.000 SHARES $ 442 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
MICRON TECHNOLOGY INC (MU) 33.000 SHARES $ 2,836 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
MICROSOFT CORP (MSFT) 1.000 SHARE $ 412 2024-02-23
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
GROWALD CLIMATE FUND INC
 
Employer identification number

46-4209325
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
MS AND AD INSURANCE GROUP HLDNGS ADR (MSADY) 64.000 SHARES $ 1,553 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
MUENCHENER RE GROUP ADR (MURGY) 6.000 SHARES $ 275 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
NEXT UNSP ADR (NXGPY) 1.000 SHARE $ 54 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
NOMURA HOLDINGS ADR (NMR) 557.000 SHARES $ 3,175 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
NUCOR CORP COM (NUE) 13.000 SHARES $ 2,451 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
NVIDIA CORPORATION COM (NVDA) 40.000 SHARES $ 31,993 2024-02-23
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
GROWALD CLIMATE FUND INC
 
Employer identification number

46-4209325
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
NXP SEMICONDUCTORS NV (NXPI) 25.000 SHARES $ 5,985 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
PACCAR INC COM (PCAR) 40.000 SHARES $ 4,423 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
PENTAIR PLC (PNR) 13.000 SHARES $ 991 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
PULTE GROUP INC COM (PHM) 34.000 SHARES $ 3,603 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
RELX PLC SPON ADS (RELX) 80.000 SHARES $ 3,555 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
RENESAS ELECTRONICS CORP UNSPONSORD ADR (RNECY) 117.000 SHARES $ 1,016 2024-02-23
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
GROWALD CLIMATE FUND INC
 
Employer identification number

46-4209325
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SAGE GROUP PLC UNSPONSORD ADR (SGPYY) 26.000 SHARES $ 1,625 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SAINSBURY(J) SPON ADR (JSAIY) 5.000 SHARES $ 65 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SALESFORCE INC COM (CRM) 2.000 SHARES $ 589 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SANDOZ GROUP AG SPON ADS (SDZNY) 66.000 SHARES $ 2,096 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SAP ADR (SAP) 2.000 SHARES $ 368 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SCHNEIDER ELECTRIC SE UNSPONSORD ADR (SBGSY) 101.000 SHARES $ 4,575 2024-02-23
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
GROWALD CLIMATE FUND INC
 
Employer identification number

46-4209325
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SEAGATE TECHNOLOGY HLDGS PUB LTD (STX) 25.000 SHARES $ 2,193 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
SERVICENOW INC COM (NOW) 1.000 SHARE $ 776 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
T&D HOLDINGS INC UNSP ADR (TDHOY) 60.000 SHARES $ 513 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
TAYLOR WIMPEY PLC ADR (TWODY) 10.000 SHARES $ 188 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
TDK ORD (TTDKY) 13.000 SHARES $ 690 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
TOKYO ELECTRON UNSPON ADR (TOELY) 6.000 SHARES $ 746 2024-02-23
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
GROWALD CLIMATE FUND INC
 
Employer identification number

46-4209325
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
TOLL BROTHERS INC (TOL) 7.000 SHARES $ 780 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
TOPPAN HOLDINGS INC SPON ADR (TOPPY) 12.000 SHARES $ 144 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
TOYOTA MOTOR CORP ADR (TM) 20.000 SHARES $ 4,701 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
ULTA BEAUTY INC COM (ULTA) 1.000 SHARE $ 549 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
UPSTART HLDGS INC COM (UPST) 4.000 SHARES $ 98 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
VAT GROUP AG ADR (VACNY) 9.000 SHARES $ 453 2024-02-23
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
GROWALD CLIMATE FUND INC
 
Employer identification number

46-4209325
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
VERTIV HOLDINGS CO COM CL A (VRT) 21.000 SHARES $ 1,320 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
WESTERN DIGITAL CORP. COM (WDC) 17.000 SHARES $ 948 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
WOLTERS KLUWERS SPON ADR (WTKWY) 1.000 SHARE $ 160 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
WYNN RESORTS LTD (WYNN) 6.000 SHARES $ 621 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
XPO INC (XPO) 4.000 SHARES $ 490 2024-02-23
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
XYLEM INC COM (XYL) 13.000 SHARES $ 1,637 2024-02-23
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
GROWALD CLIMATE FUND INC
 
Employer identification number

46-4209325
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
INTERCONTINENTAL HOTELS GROUP SPON ADS (IHG) 10.000 SHARES $ 1,080 2024-03-12
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
GROWALD CLIMATE FUND INC
 
Employer identification number

46-4209325
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
GROWALD CLIMATE FUND INC
EIN:
46-4209325
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION 35,000 0 0 35,000

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

TY 2024 ExpenditureResponsibilityStmt
Name:
GROWALD CLIMATE FUND INC
EIN:
46-4209325
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
NATIONAL UNIVERSITY OF COLUMBIA
 
CARRERA 45 26-85
BOGOTA   111121
CO
2022-10-14 188,773 PROVIDE TECHNICAL ASSISTANCE TO THE ASECN (ALLIANCE OF THE ELECTRIC SECTOR FOR CARBON NEUTRALITY) IN ORDER TO GUIDE AND ASSIST COMPANIES MEMBERS OF THE ALLIANCE IN DEVELOPING AND SOCIALIZING THEIR STRATEGIC PLANS FOR CLIMATE CHANGE THAT WILL REDUCE COLOMBIA'S VULNERABILITY AGAINST CLIMATE CHANGE AND REDUCE GREENHOUSE GAS EMISSIONS, CONTRIBUTING TO LOWER IMPACTS OF CLIMATE CHANGE GLOBALLY. 188,773 TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF 04/03/2025 2025-04-08 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT(S) WAS MADE.
CEE BANKWATCH NETWORK
 
HERMANOVA 1088/8
PRAGUE   170 00
EZ
2023-11-17 260,000 THE GRANT'S MAIN PURPOSE IS TO INITIATE ENERGY TRANSFORMATION IN CENTRAL ASIA. 260,000 TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF 04/30/2025 2025-05-02 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT(S) WAS MADE.
CLIMATE ACTION NETWORK EUROPE
 
RUE DEDIMBOURG 26
BRUSSELS   1050
BE
2023-11-17 1,000,000 STRENGTHEN THE BEYOND FOSSIL FUELS SECRETARIAT TO DRIVE EUROPEAN POWER SECTOR DECARBONIZATION STRATEGY, ALIGN AND RESOURCE PARTNER ORGANIZATIONS AROUND KEY CAMPAIGN PRIORITIES AND DRIVE NATIONAL ACTIONS, AND DEVELOP DATA TOOLS AND CAMPAIGN RESEARCH FOR DRIVING PRIORITIZATION AND TRACKING IMPACT. 217,949 TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF 02/14/2025 2025-03-28 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT(S) WAS MADE.
CLIMATE STRATEGIES
 
8 DEVONSHIRE SQUARE
LONDON   EC3M 4PL
UK
2023-04-14 225,000 DEVELOPMENT OF AN EASTERN EUROPEAN OBSERVATORY. 225,000 TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF 06/30/2025 2025-07-10 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT(S) WAS MADE.
INITIATIVE FOR SOCIAL PERFORMANCE IN RENEWABLE ENERGY (INSPIRE)
 
8 ARNOLD ROAD UNIT 2 ROSEBANK
JOHANNESBURG   2196
SF
2023-11-17 150,000 CORE SUPPORT TO ESTABLISH ITS FINANCIAL BASE, DEVELOP A BUSINESS PLAN, BUILD ITS ORGANIZATIONAL INFRASTRUCTURE, AND ADDRESS ADMINISTRATIVE NEEDS. 150,000 TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF 03/27/2025 2025-04-25 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT(S) WAS MADE.
PLAN 15
 
14-2 PILUNDAERO-5-NA-GIL 14-2 3F
SEOUL   11 03037
KS
2023-11-17 200,000 THE OBJECTIVE OF THIS GRANT IS TO SUPPORT PLAN 1.5 IN THEIR WORK TOWARDS A 1.5-ALIGNED KOREA. 200,000 TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF 02/14/2025 2025-02-20 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT(S) WAS MADE.
WORLD ECONOMIC FORUM
 
91-93 ROUTE DE LA CAPITE COLOGNY
GENEVE   1223
SZ
2023-06-28 200,000 CO-CREATE INNOVATIVE FINANCING VEHICLES TO ALLOW FOR CLEAN ENERGY INVESTMENTS IN EMERGING ECONOMIES. 200,000 TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF 01/30/2025 2025-02-20 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT(S) WAS MADE.
WORLD ECONOMIC FORUM
 
91-93 ROUTE DE LA CAPITE COLOGNY
GENEVE   1223
SZ
2024-09-13 500,000 CO-CREATE INNOVATIVE FINANCING VEHICLES TO ALLOW FOR CLEAN ENERGY INVESTMENTS IN EMERGING ECONOMIES. 84,564 TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF 6/4/2025 2025-06-05 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT(S) WAS MADE.
YOUTH FOR CLIMATE ACTION
 
301 1 JAHAMUNRO 10GA-GIL JONGNO-GU
SEOUL    
KS
2024-03-15 160,000 CORE SUPPORT FOR ONLY KOREAN YOUTH CLIMATE CHANGE ORGANIZATION. 160,000 TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF 3/31/2025 2025-06-05 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT(S) WAS MADE.
SURDURULEBILIR EKONOMI VE FINANS ARASTIRMALARI DERNEGI (SEFIA)
 
ASSEMBLY ONE TOWER ORAN MAH KUDS
CAD KAP NO1
ANKARA   06450
TU
2024-05-31 200,000 TO SUPPORT A READY-TO-SERVE CAPACITY FOR CUTTING-EDGE AND POLICY-RELEVANT ANALYSIS, NETWORKING, AND ADVOCACY, FOR THE STIMULATION OF A MORE AMBITIOUS LOW-CARBON TRANSITION IN TURKEY, WITH PARTICULAR EMPHASIS ON THE ENERGY SECTOR. 82,690 TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF 05/31/2025 2025-06-05 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT(S) WAS MADE.
RENEWABLES FIRST PRIVATE LIMITED
 
10-11 3RD FLOOR EXECUTIVE COMPLEX
BUILDING G-8 MARKAZ
ISLAMBAD   44000
PK
2024-09-13 250,000 TO SUPPORT RESEARCH, DATA AND ANALYTICS, AND CONVENINGS THAT CONTRIBUTE TO PAKISTAN'S CLEAN ENERGY TRANSITION AND ADVANCE PROGRESS TOWARDS ACHIEVING ITS SUSTAINABLE DEVELOPMENT GOALS. 181,980 TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF 05/31/2025 2025-06-05 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT(S) WAS MADE.

TY 2024 InvestmentsCorpBondsSchedule
Name:
GROWALD CLIMATE FUND INC
EIN:
46-4209325
Name of Bond End of Year Book Value End of Year Fair Market Value
AMAZON COM INC NOTE 4.600% 12/01/2025 (023135CN4) 30,000 QTY 30,035 30,035
AMAZON COM INC SER B NOTE 3.150% 08/22/2027 (023135BC9) 46,000 QTY 44,414 44,414
AT&T INC NOTE 1.650% 02/01/2028 (00206RKG6) 75,000 QTY 68,199 68,199
AT&T INC NOTE 4.350% 03/01/2029 (00206RHJ4) 113,000 QTY 110,552 110,552
BANK AMERICA CORP SER M MTN 4.244% 04/24/2038 (06051GGM5) 84,000 QTY 74,709 74,709
BANK AMERICA CORP SER N MTN 6.204% 11/10/2028 (06051GLC1) 62,000 QTY 64,189 64,189
CISCO SYS INC NOTE 5.050% 02/26/2034 (17275RBT8) 42,000 QTY 41,848 41,848
CITIGROUP INC NOTE 2.014% 01/25/2026 (17327CAN3) 66,000 QTY 65,853 65,853
CITIGROUP INC NOTE 2.561% 05/01/2032 (172967MY4) 90,000 QTY 76,176 76,176
CVS HEALTH CORP NOTE 3.250% 08/15/2029 (126650DG2) 79,000 QTY 71,922 71,922
DISNEY WALT CO SER F MTN 1.85000% 07/30/2026 (25468PDM5) 68,000 QTY 65,285 65,285
FIFTH THIRD BANCORP NOTE 1.707% 11/01/2027 (316773DD9) 34,000 QTY 32,102 32,102
FIFTH THIRD BANCORP NOTE 6.361% 10/27/2028 37,000 QTY 38,257 38,257
GENERAL MTRS CO NOTE 4.200% 10/01/2027 (37045VAN0) 66,000 QTY 64,734 64,734
GENERAL MTRS FINL CO INC NOTE 5.600% 06/18/2031 (37045XEY8) 51,000 QTY 51,255 51,255
GOLDMAN SACHS GROUP INC NOTE 1.948% 10/21/2027 (38141GYM0) 51,000 QTY 48,388 48,388
GOLDMAN SACHS GROUP INC NOTE 2.615% 04/22/2032 (38141GYB4) 84,000 QTY 71,579 71,579
HOME DEPOT INC NOTE 4.875% 06/25/2027 (437076DB5) 21,000 QTY 21,199 21,199
HOME DEPOT INC NOTE 5.875% 12/16/2036 (437076AS1) 100,000 QTY 105,155 105,155
INTERNATIONAL BUSINESS MACHS NOTE 3.450% 02/19/2026 57,228 57,228
JPMORGAN CHASE &CO NOTE 4.91200% 07/25/2033 (46647PDH6) 78,000 QTY 76,262 76,262
JPMORGAN CHASE &CO NOTE 6.070% 10/22/2027 (46647PDW3) 62,000 QTY 63,455 63,455
KROGER CO NOTE 3.500% 02/01/2026 (501044DC2) 69,000 QTY 68,097 68,097
MORGAN STANLEY SER I MTN 2.188% 04/28/2026 (6174468Q5) 67,000 QTY 66,402 66,402
MORGAN STANLEY SER I MTN 2.943% 01/21/2033 (61747YEL5) 86,000 QTY 73,682 73,682
ORACLE CORP NOTE 2.650% 07/15/2026 (68389XBM6) 67,000 QTY 64,956 64,956
PFIZER INVT ENTERPRISES NOTE 4.450% 05/19/2026 (716973AB8) 31,000 QTY 30,953 30,953
PFIZER INVT ENTERPRISES NOTE 4.75000% 05/19/2033 (716973AE2) 17,000 QTY 16,465 16,465
PNC FINL SVCS GROUP INC NOTE 4.758% 01/26/2027 (693475BL8) 59,000 QTY 58,920 58,920
PNC FINL SVCS GROUP INC NOTE 5.582% 06/12/2029 (693475BR5) 37,000 QTY 37,646 37,646
SIMON PPTY GROUP LP NOTE 3.375% 06/15/2027 (828807DC8) 76,000 QTY 73,897 73,897
TORONTO DOMINION BK ONT MTN 5.264% 12/11/2026 (89115A2V3) 31,000 QTY 31,326 31,326
TRUIST FINL CORP SER G MTN 4.123% 06/06/2028 (89788MAG7) 65,000 QTY 63,825 63,825
TRUIST FINL CORP SER G MTN 6.047% 06/08/2027 (89788MAN2) 37,000 QTY 37,609 37,609
US BANCORP SER AA MTN 2.67700% 01/27/2033 (91159HJD3) 47,000 QTY 39,613 39,613
VERIZON COMMUNICATIONS INC 2.100% 03/22/2028 (92343VGH1) 71,000 QTY 65,290 65,290
VERIZON COMMUNICATIONS INC 2.65000% 11/20/2040 (92343VFT6) 148,000 QTY 101,193 101,193
VICI PROPERTIES LP NOTE 4.950% 02/15/2030 (925650AC7) 34,000 QTY 33,327 33,327
WELLS FARGO &CO SER W MTN 5.389% 04/24/2034 (95000U3D3) 57,000 QTY 56,366 56,366

TY 2024 InvestmentsGovtObligationsSch
Name:
GROWALD CLIMATE FUND INC
EIN:
46-4209325
US Government Securities - End of Year Book Value:

2,899,127
US Government Securities - End of Year Fair Market Value:

2,899,127
State & Local Government Securities - End of Year Book Value:


1,565,160
State & Local Government Securities - End of Year Fair Market Value:


1,565,160


TY 2024 InvestmentsOtherSchedule2
Name:
GROWALD CLIMATE FUND INC
EIN:
46-4209325
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
FEDERAL FARM CR BKS BOND 0.870% 04/15/2026 (3133EMT36) 40,000 QTY FMV 38,254 38,254
FEDERAL FARM CR BKS BOND 5.060% 12/01/2026 (3133EPG82) 105,000 QTY FMV 105,563 105,563
FEDERAL FARM CR BKS BOND 5.230% 11/17/2027 (3133EPB38) 120,000 QTY FMV 120,553 120,553
FEDERAL HOME LOAN BA SER 24-2026 1.020% 05/19/2026 (3130AMCL4) 80,000 QTY FMV 76,509 76,509
FEDL HOME LN MTG CRP POOL #G18505 3.000% 03/01/2029 (3128MMR39) 385,000 QTY FMV 24,848 24,848
GOVT NATL MTG ASSN II POOL #787529 5.000% 04/20/2041 (3622ADHE1) 35,000 QTY FMV 33,576 33,576
GOVT NATL MTG ASSN II POOL #MA3033 3.000% 08/20/2045 (36179RLN7) 227,000 QTY FMV 30,515 30,515
GOVT NATL MTG ASSN II POOL #MA4321 3.500% 03/20/2047 (36179SYS0) 263,000 QTY FMV 32,019 32,019
GOVT NATL MTG ASSN II POOL #MA4779 4.000% 10/20/2047 (36179TJY2) 169,000 QTY FMV 19,424 19,424
GOVT NATL MTG ASSN II POOL #MA7650 3.000% 10/20/2051 (36179WQB7) 36,000 QTY FMV 22,402 22,402
GOVT NATL MTG ASSN II POOL #MA8263 2.000% 09/20/2052 (36179XFC5) 33,000 QTY FMV 21,658 21,658
GOVT NATL MTG ASSN II POOL #MA8795 2.500% 04/20/2053 (36179XXY7) 87,000 QTY FMV 62,767 62,767
GOVT NATL MTG ASSN II POOL #MA9012 3.000% 07/20/2053 (36179YAM6) 81,000 QTY FMV 62,428 62,428
UNIFORM MBS POOL #AS8012 2.500% 09/01/2031 (3138WH3W0) 158,000 QTY FMV 27,194 27,194
UNIFORM MBS POOL #BR2619 2.000% 02/01/2051 (3140L04D6) 83,000 QTY FMV 45,110 45,110
UNIFORM MBS POOL #BR7257 2.000% 04/01/2051 (3140L6B37) 105,000 QTY FMV 57,461 57,461
UNIFORM MBS POOL #CA5511 3.500% 04/01/2050 (3140QDDR2) 30,000 QTY FMV 12,230 12,230
UNIFORM MBS POOL #CA8256 2.500% 12/01/2050 (3140QGE60) 82,000 QTY FMV 44,831 44,831
UNIFORM MBS POOL #CB0290 2.000% 04/01/2051 (3140QKKC1) 55,000 QTY FMV 33,571 33,571
UNIFORM MBS POOL #CB2899 3.000% 02/01/2052 (3140QNGH9) 71,000 QTY FMV 45,251 45,251
UNIFORM MBS POOL #CB8656 4.500% 06/01/2054 (3140QUTN6) 29,000 QTY FMV 26,172 26,172
UNIFORM MBS POOL #FS0173 2.000% 01/01/2052 (3140XFFP1) 40,000 QTY FMV 25,451 25,451
UNIFORM MBS POOL #FS2473 5.000% 07/01/2052 (3140XHXB8) 32,000 QTY FMV 25,046 25,046
UNIFORM MBS POOL #FS5269 5.500% 07/01/2053 (3140XL2B3) 30,000 QTY FMV 26,756 26,756
UNIFORM MBS POOL #FS5413 5.000% 07/01/2053 (3140XMAP1) 28,000 QTY FMV 23,668 23,668
UNIFORM MBS POOL #FS7399 2.000% 03/01/2052 (3140XPGH6) 20,000 QTY FMV 14,710 14,710
UNIFORM MBS POOL #MA3902 2.500% 01/01/2050 (31418DKQ4) 55,000 QTY FMV 12,826 12,826
UNIFORM MBS POOL #MA4031 4.500% 05/01/2050 (31418DPR7) 185,000 QTY FMV 35,174 35,174
UNIFORM MBS POOL #MA4236 1.500% 01/01/2051 (31418DV66) 50,000 QTY FMV 28,534 28,534
UNIFORM MBS POOL #RA6815 2.500% 02/01/2052 (3133KNSC8) 71,000 QTY FMV 46,495 46,495
UNIFORM MBS POOL #RA7615 5.500% 10/01/2052 (3133KPN87) 30,000 QTY FMV 25,342 25,342
UNIFORM MBS POOL #SB0424 2.000% 10/01/2035 (3132CWPH1) 77,000 QTY FMV 36,110 36,110
UNIFORM MBS POOL #SC0081 2.500% 10/01/2040 (3132D9CS1) 45,000 QTY FMV 21,414 21,414
UNIFORM MBS POOL #SD1818 4.000% 10/01/2052 (3132DPAT5) 57,000 QTY FMV 43,179 43,179
UNIFORM MBS POOL #SD1859 5.500% 11/01/2052 (3132DPB49) 35,000 QTY FMV 29,325 29,325
UNIFORM MBS POOL #SD2180 6.000% 10/01/2052 (3132DPM54) 70,000 QTY FMV 57,459 57,459
UNIFORM MBS POOL #SD5979 6.000% 07/01/2054 (3132DTUC2) 35,000 QTY FMV 34,149 34,149
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF (VMBS) 3,066.000 SHARES FMV 139,012 139,012

TY 2024 LandEtcSchedule2
Name:
GROWALD CLIMATE FUND INC
EIN:
46-4209325
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FURNITURE AND FIXTURES 48,879 30,788 18,091 18,091
COMPUTER EQUIPMENT 50,318 29,267 21,051 21,051
OFFICE IMPROVEMENTS 179,138 43,906 135,232 135,232


TY 2024 LegalFeesSchedule
Name:
GROWALD CLIMATE FUND INC
EIN:
46-4209325
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GENERAL AND ADMINISTRATIVE LEGAL COUNSEL 52,239 0 0 29,479


TY 2024 OtherAssetsSchedule
Name:
GROWALD CLIMATE FUND INC
EIN:
46-4209325
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SECURITY DEPOSIT 18,992 18,992 18,992
RIGHT OF USE ASSETS - OPERATING LEASES 401,371 323,598 323,598
OTHER RECEIVABLES 182 874 874
ACCRUED DIVIDENDS AND INTEREST 23,176 61,722 61,722


TY 2024 OtherDecreasesSchedule
Name:
GROWALD CLIMATE FUND INC
EIN:
46-4209325
Description Amount
UNREALIZED DEPRECIATION OF INVESTMENTS 56,295


TY 2024 OtherExpensesSchedule
Name:
GROWALD CLIMATE FUND INC
EIN:
46-4209325
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES AND OTHER FEES 46,454 0 0 75,886
DUES AND SUBSRIPTIONS 30,086 0 0 34,186
EMPLOYEE TRAINING AND EDUCATION 37,056 0 0 33,981
INFORMATION TECHNOLOGY 106,689 0 0 157,586
INSURANCE 6,425 0 0 6,425
MISCELLANEOUS 7,006 0 0 7,034
NETWORK AND COLLABORATION INITIATIVES CONFERENCES AND MEETINGS 355,417 0 0 442,330
OFFICE SUPPLIES AND OFFICE IMPROVEMENTS 22,441 0 0 92,616


TY 2024 OtherIncreasesSchedule
Name:
GROWALD CLIMATE FUND INC
EIN:
46-4209325
Description Amount
PRIOR PERIOD ADJUSTMENT TO RECORD GRANTS RECEIVABLE 24,368,784


TY 2024 OtherLiabilitiesSchedule
Name:
GROWALD CLIMATE FUND INC
EIN:
46-4209325
Description Beginning of Year - Book Value End of Year - Book Value
LEASE LIABILITY 417,284 332,565


TY 2024 OtherProfessionalFeesSchedule
Name:
GROWALD CLIMATE FUND INC
EIN:
46-4209325
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROGRAMMATIC CONSULTANTS 1,982,472 0 0 1,532,573
FOUNDATION ADMINISTRATIVE CONSULTANTS 130,002 0 0 128,502
INVESTMENT MANAGEMENT AND ADVISORY 26,627 26,627 26,627 0


TY 2024 TaxesSchedule
Name:
GROWALD CLIMATE FUND INC
EIN:
46-4209325
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 50,846 0 0 85,658
EMPLOYEE BENEFIT PLAN EXCISE TAX 5 0 0 5