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
WAVERLEY STREET FOUNDATION
 
% ROSEWOOD FAMILY ADVISORS LLP
Number and street (or P.O. box number if mail is not delivered to street address)3000 EL CAMINO REAL Suite 2-1000
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PALO ALTO, CA94306
A Employer identification number

81-3242506
B Telephone number (see instructions)

(650) 313-2002
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$3,338,124,885J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 117,593,685 117,001,065  
4 Dividends and interest from securities... 13,185,819 13,157,300  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 151,380,108
b Gross sales price for all assets on line 6a 570,353,379
7 Capital gain net income (from Part IV, line 2)... 155,366,268
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,951,716 8,321,395  
12 Total. Add lines 1 through 11........ 290,111,328 293,846,028  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,579,134 157,913   1,421,221
14 Other employee salaries and wages...... 4,962,676 496,268   4,466,408
15 Pension plans, employee benefits....... 706,486 70,649   635,837
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
468,585 0 0 468,585
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
545,668 181,424 0 364,244
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
12,957,584 121,541   12,836,043
17 Interest............... 3,766,285 3,027,663    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,624,824 330,230   294,594
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 2,830,119     2,830,119
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,372,051 19,208,912   752,065
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 53,813,412 23,594,600 0 24,069,116
25 Contributions, gifts, grants paid....... 282,093,983 282,093,983
26 Total expenses and disbursements. Add lines 24 and 25 335,907,395 23,594,600 0 306,163,099
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -45,796,067
b Net investment income (if negative, enter -0-) 270,251,428
c Adjusted net income (if negative, enter -0-)... 0
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............. 17,959,337 4,284,355 4,284,355
2 Savings and temporary cash investments......... 156,157,198 116,401,629 116,401,629
3 Accounts receivable right arrow4,986
Less: allowance for doubtful accounts right arrow   73,064 4,986 4,986
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 281,057,572 Click to see attachment
List of Attached Documents:
// Content
281,057,572 		615,534,742
c Investments—corporate bonds (attach schedule)....... 400,000,000 Click to see attachment
List of Attached Documents:
// Content
200,000,000 		200,742,082
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).......... 1,927,760,912 Click to see attachment
List of Attached Documents:
// Content
2,130,422,496 		2,395,143,197
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
961,710 		Click to see attachment
List of Attached Documents:
// Content
6,002,688 		Click to see attachment
List of Attached Documents:
// Content
6,013,894
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,783,969,793 2,738,173,726 3,338,124,885
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 2,783,969,793 2,738,173,726
29 Total net assets or fund balances (see instructions)..... 2,783,969,793 2,738,173,726
30 Total liabilities and net assets/fund balances (see instructions). 2,783,969,793 2,738,173,726
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
2,783,969,793
2
Enter amount from Part I, line 27a .....................
2
-45,796,067
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,738,173,726
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,738,173,726
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
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 414,989,851   414,987,111 2,740
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,740
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 155,366,268
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,756,495
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  
3 Add lines 1 and 2........................... 3 3,756,495
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,756,495
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 7,459,379
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,459,379
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 3,702,884
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow3,702,884 Refundedright arrow 11  
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? Click to see attachment
List of Attached Documents:
// Content
....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changesClick to see attachment
List of Attached Documents:
// Content
....
3
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.Click to see attachment
List of Attached Documents:
// Content
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 arrowCA
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
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions Click to see list of attachments
List of Attached Documents:
// Content
.............
11
Yes
 
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.WAVERLEYSTREET.ORG
14
The books are in care ofright arrowROSEWOOD FAMILY ADVISORS LLP Telephone no.right arrow (650) 313-2002

Located atright arrowPO BOX 61239PALO ALTOCA ZIP+4right arrow94306
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? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowLU
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
Yes
 
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
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 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
LAURENE POWELL JOBS VICE CHAIR/DIRECTOR
4.0 		0 0 0
3000 EL CAMINO REAL
PALO ALTO,CA94306
ANNE MARIE BURGOYNE TREASURER/SECRETARY/DIRECTOR
4.0 		0 0 0
3000 EL CAMINO REAL
PALO ALTO,CA94306
J BRADLEY POWELL DIRECTOR
4.0 		0 0 0
3000 EL CAMINO REAL
PALO ALTO,CA94306
REED JOBS DIRECTOR
4.0 		0 0 0
3000 EL CAMINO REAL
PALO ALTO,CA94306
MONA SIMPSON DIRECTOR
4.0 		0 0 0
3000 EL CAMINO REAL
PALO ALTO,CA94306
MICHAEL KLEIN DIRECTOR
4.0 		0 0 0
3000 EL CAMINO REAL
PALO ALTO,CA94306
LISA JACKSON CHAIR OF THE BOARD/Director
6.0 		0 0 0
3000 EL CAMINO REAL
PALO ALTO,CA94306
JARED BLUMENFELD PRESIDENT
40.0 		920,193 20,700 0
3000 EL CAMINO REAL
PALO ALTO,CA94306
JAGADHA SIVAN CHIEF OPERATING OFFICER
40.0 		658,941 15,000 0
3000 EL CAMINO REAL
PALO ALTO,CA94306
DARREN WALKER DIRECTOR
4.0 		0 0 0
3000 EL CAMINO REAL
PALO ALTO,CA94306
RAFAEL REIF DIRECTOR
4.0 		0 0 0
3000 EL CAMINO REAL
PALO ALTO,CA94306
RADHIKA FOX DIRECTOR
4.0 		0 0 0
3000 EL CAMINO REAL
PALO ALTO,CA94306
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
LANDE AJOSE MANAGING DIRECTOR
40.0 		600,000 20,700 0
PO BOX 61239
PALO ALTO,CA94306
EMILIANO MARTINEZ GENERAL COUNSEL
40.0 		541,667 13,833 0
PO BOX 61239
PALO ALTO,CA94306
KAI CARTER HEAD OF GLOBAL PROG.
40.0 		351,939 7,751 0
PO BOX 61239
PALO ALTO,CA94306
CAROLE EXCELL SR. PROGRAM OFFICER
40.0 		351,379 20,700 0
PO BOX 61239
PALO ALTO,CA94306
CARMELITA MITCHELL DIRECTOR, GRANTS MGT
40.0 		312,439 16,638 0
PO BOX 61239
PALO ALTO,CA94306
Total number of other employees paid over $50,000...................right arrow 19
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
72ANDSUNNY PARTNERS LLC AGENCY 2,389,648
12101 BLUFF CREEK DRIVE
PLAYA VISTA,CA90094
SUNSTONE STRATEGIES LLC STRATEGIC CONSULTING 1,501,654
360 GRAND AVENUE 187
OAKLAND,CA94610
OLMSTEAD PRODUCTIONS INC (E2K) VIDEO PRODUCTION 1,319,298
445 N WHISMAN ROAD STE 100
MOUNTAIN VIEW,CA94043
ROSEWOOD FAMILY ADVISORS LLP ACCOUNTING & TAX 545,668
PO BOX 61239
PALO ALTO,CA94306
UPSTATEMENT DESIGN 540,200
169 MADISON AVENUE 2030
NEW YORK,NY10016
Total number of others receiving over $50,000 for professional services.............right arrow34
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 WPIF II MANAGER LLC COMMUNITY CLEAN ENERGY FUND INVESTMENT 5,000,000
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow5,000,000
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
833,569,083
b
Average of monthly cash balances.......................
1b
150,184,330
c
Fair market value of all other assets (see instructions)................
1c
2,410,677,722
d
Total (add lines 1a, b, and c).........................
1d
3,394,431,135
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
3,394,431,135
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
50,916,467
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,343,514,668
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
167,175,733
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
167,175,733
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,756,495
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,756,495
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
163,419,238
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
163,419,238
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
163,419,238
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
306,163,099
b
Program-related investments—total from Part VIII-B..................
1b
5,000,000
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
311,163,099
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 7 163,419,238
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 77,246,883
b Total for prior years:2022, 2021, 2020  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 311,163,099
a Applied to 2023, but not more than line 2a 77,246,883
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..... 163,419,238
e Remaining amount distributed out of corpus 70,496,978
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 70,496,978
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
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 ...... 		70,496,978
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 0
e Excess from 2024.... 70,496,978
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
 
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
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
LAURENE POWELL JOBS
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.
NA
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

MERIDIAN INSTITUTE

PO Box 1829
Dillon,CO80435 		  PC Global Alliance for the Future of Food 5,000

ROCKEFELLER PHILANTHROPY ADVISORS INC

120 Broadway Suite 3475
New York,NY10271 		  PC Platform for Agriculture and Climate Transformation (PACT) 1,000,000

NATIONAL WILDLIFE FEDERATION

11100 Wildlife Federation
Reston,VA201905362 		  PC Great Lakes Regional Center support 250,000

REGENTS OF UNIVERSITY OF CALIFORNIA LOS ANGELES

10889 Wilshire Blvd Ste 700-53
Los Angeles,CA900951406 		  PC Climate Hubs Learning Partnership 1,000,000

ALBIE SACHS TRUST FOR CONSTITUTIONALISM

34 Third Beach Clifton
Cape Town,Western Cape8005
SF 		  PC General Operating Support 50,000

SUSTAINABLE MARKETS FOUNDATION

40 West 37th Street Suite 1000
New York,NY100187311 		  PC Years Project 3,000,000

CROATAN INSTITUTE

201 West Main Street Suite B013
Durham,NC27701 		  PC Regenerative Agriculture Program 250,000

TAPROOT EARTH

PO Box 521217
Tulsa,OK74152 		  PC General Operating Support 4,000,000

BUSINESS AND HUMAN RIGHTS RESOURCE CENTRE

2-8 SCRUTTON STREET 2ND FLOOR
LONDON   EC2A 4RT
UK 		  PC Energy transition 550,000

PEOPLE POWERED GLOBAL HUB

157 13th St
Brooklyn,NY11215 		  PC Civic Engagement 1,170,486

FOOD SYSTEM 6 ACCELERATOR INC

541 Jefferson Avenue Suite 100
Redwood City,CA94063 		  PC General Operating Support 250,000

THE CHISHOLM LEGACY PROJECT INC

15210 Dino Drive PO Box 1031
Burtonsville,MD20866 		  PC The Chisholm Legacy Project 1,000,000

THE SUNRISE PROJECT AUSTRALIA LTD

Ground Floor 17 Randle Street
Surry Hills,NSW2010
AS 		  PC General Operating Support 2,500,000

ROCKEFELLER PHILANTHROPY ADVISORS INC

90 Church Street FL 1 7082
New York,NY10008 		  PC Climate project support 2,500,000

CORPORACION FISCALIA DEL MEDIO AMBIENTE (FIMA)

Mosqueto 491 of312
Santiago,Region Metropolit8320112
CI 		  PC General Operating Support 725,000

LEAGUE OF CONSERVATION VOTERS EDUCATION FUND

740 15th Street NW Suite 700
Washington,DC20005 		  PC Civic engagement 1,500,000

CAPE FAREWELL (OCEAN)

The Wateshed Sydling St Nicholas
Dorchester   DT2 9NS
UK 		  NC Our Life is Here charitable project 425,997

NEW YORK CITY ENVIRONMENTAL JUSTICE ALLIANCE

462 36th Street Suite 3F
Brooklyn,NY11232 		  PC Climate Hubs Learning Partnership 1,000,000

TIDES FOUNDATION

1012 Torney Avenue
San Francisco,CA94129 		  PC Poder Latinx Collective Fund 1,500,000

THE GRADUATE CENTER FOUNDATION INC

365 Fifth Avenue Room 8204
New York,NY10016 		  PC Climate Hubs Learning Partnership 1,000,000

ROCKEFELLER PHILANTHROPY ADVISORS INC

120 Broadway Suite 3475
New York,NY10271 		  PC Platform for Agriculture and Climate Transformation (PACT) 4,000,000

CLIMATE POWER EDUCATION FUND

611 Pennsylvania SE Ste 143
Washington,DC20003 		  PC General Operating Support 1,000,000

ROCKEFELLER PHILANTHROPY ADVISORS INC

120 Broadway Suite 3475
New York,NY10271 		  PC Platform for Agriculture and Climate Transformation (PACT) 5,000,000

CLIMATE MUSEUM

630 9th Avenue Suite 1010
New York,NY10036 		  PC General Operating Support 1,000,000

CALIFORNIA VOLUNTEERS FUND

1400 Tenth Street
Sacramento,CA95814 		  PC Climate Corps expansion 5,000,000

FUTURE GENERATIONS UNIVERSITY

400 Road Less Traveled Rd
Franklin,WV26807 		  PC Sharing community climate solutions 500,000

CENTRAL VALLEY COMMUNITY FOUNDATION

1260 Fulton Street Suite 200
Fresno,CA93721 		  PC Regional planning support 1,000,000

GIRL SCOUTS OF THE USA

420 5th Avenue
New York,NY10018 		  PC Connecting people to nature 3,500,000

INTERNATIONAL LAND AND FOREST TENURE FACILITY

Franzengatan 1B 6th floor 112 51
Stockholm    
SW 		  PC General Operating Support 950,000

TIDES FOUNDATION

1012 TORNEY AVENUE
SAN FRANCISCO,CA94129 		  PC CALIFORNIA AMBITIONS PROGRAM 10,000,000

INTERTRIBAL AGRICULTURE COUNCIL INC

100 North 27th Street Suite 500
Billings,MT59101 		  PC General Operating Support 2,000,000

POTENTIAL ENERGY COALITION INC

477 Madison Avenue Suite 600
New York,NY10022 		  PC Communications support 7,000,000

BUILDING DECARBONIZATION COALITION

198 Ely Road N
Petaluma,CA94954 		  PC Healthy Building, Healthy Communities Project 4,500,000

LIBERTY HILL FOUNDATION

1001 Wilshire Blvd PMB 2170
Los Angeles,CA90017 		  PC General Operating Support 250,000

OPEN BRIEFING LTD

The Workbox Wharf Road
Penzance,CornwallTR18 4FG
UK 		  PC General Operating Support 600,000

CHEF ANN FOUNDATION

5485 Conestoga Court Suite 110F
Boulder,CO80301 		  PC FARM TO SCHOOL PROGRAMS 1,000,000

NATURA Y ECOSISTEMAS MEXICANOS AC

Plaza San Jancinto 23
Alcaldia Alvaro Obregon,Mexico City1000
MX 		  PC General Operating Support 1,000,000

COLLEGE OF MENOMINEE NATION

N172 State Hwy 47/55 PO Box 1179
Keshena,WI54135 		  PC Climate Hubs Learning Partnership 1,000,000

VERENIGING MILIEUDEFENSIE

Nieuwe Looiersstraat 31
Amsterdam   1017 VA
NL 		  PC General Operating Support 5,000,000

RES PUBLICA US INC

50 Riverside Blvd 6J
New York,NY10069 		  PC Event sponsorship 300,000

RE-EARTH INITIATIVE INC

4-74048th Avenue Suite 16B
Long Island City,NY11109 		  PC General Operating Support 1,000,000

THE GREAT GATHERING OF HUMANITY INC

6543 E Via Cavalier
Tucson,AZ857154732 		  PC General Operating Support 100,000

CLIMATE IMPERATIVE FOUNDATION

98 Battery Street Suite 202
San Francisco,CA94111 		  PC General Operating Support 18,000,000

THE TIBET FUND

241 East 32nd Street
New York,NY10016 		  PC General Operating Support 50,000

CENTRE FOR ENVIRONMENTAL RIGHTS

1st floor Birkdale 2 River Park
Cape Town,Western Cape7700
SF 		  PC General Operating Support 750,000

FIRST NATIONS DEVELOPMENT INSTITUTE

2432 Main Street
Longmont,CO80501 		  PC Regenerative agriculture and conservation 2,500,000

EQUATION CAMPAIGN AND GLOBAL CLIMATE LEGAL DEFENSE

5 Hamilton Landing Suite 200
Novato,CA94949 		  SO II General Operating Support 5,000,000

THE HOPI FOUNDATION LOMASUMINAGWTUKWSIUMANI

PO Box 301
Kykotsmovi,AZ86039 		  PC General Operating Support 160,000

EARTH ISLAND INSTITUTE INC

2150 Allston Ave 460
Berkeley,CA94704 		  PC Fossil Fuel Non-Proliferation Treaty Initiative 5,000,000

GROUNDSWELL CHARITABLE FOUNDATION

880 Apollo St Suite 246
El Segundo,CA90245 		  PC General Operating Support 375,000

NIA TERO FOUNDATION

900 E Pine Street Suite 200A
Seattle,WA98122 		  PC General Operating Support 1,000,000

GLOBAL FAIRNESS INITIATIVE

1666 Connecticut Avenue NW Suite 2
Washington,DC20009 		  PC SEWA support 1,000,000

FRIENDS OF THE EARTH

1101 15th St NW 11th Floor
Washington,DC20005 		  PC FARM TO School programs 1,000,000

KITCHEN TABLE ADVISORS

2150 Allston Way Suite 320
Berkeley,CA94704 		  PC General Operating Support 600,000

EMERALD CITIES COLLABORATIVE INC

1660 L Street NW Suite 204
Washington,DC20036 		  PC Culture & climate 250,000

HOPI TUTSKWA PERMACULTURE INSTITUTE INC

PO Box 967
Kykotsmovi,AZ86039 		  PC General Operating Support 50,000

JUST ASSOCIATES INC

1900 L St NW Suite 504
Washington,DC20036 		  PC General Operating Support 1,000,000

LQ FOUNDATION

208-10 Cross Island Parkway 107
Bayside,NY11360 		  PC COP30 public awareness 200,000

FUNDACION AMBIENTE Y RECURSOS NATURALES

Sanchez de Bustamante 27
Ciudad de Buenos Aires   1173
AR 		  PC General Operating Support 50,000

THE EARTH SPECIES PROJECT

1536 Oxford Street
Berkeley,CA94709 		  PC General Operating Support 3,000,000

FOUNDATION EARTH

510 G Street NE
Washington,DC20002 		  PC General Operating Support 50,000

PANORAMA GLOBAL

2101 4th Avenue Suite 2100
Seattle,WA98121 		  PC Community health support 1,000,000

SPIRIT ROCK MEDITATION CENTER

PO Box 169
Woodcare,CA94973 		  PC Connecting people to nature 1,000,000

EARTHWORKS

1612 K Street NW Suite 904
Washington,DC20006 		  PC General Operating Support 425,000

WINDWARD FUND

1828 L Street NW Suite 300-C
Washington,DC20036 		  PC HIVE FUND 5,000,000

FUSE CORPS

One Embarcadero Center Unit 26070
San Francisco,CA94126 		  PC Fellowship program 2,500,000

GLOBAL ALLIANCE FOR INCINERATOR ALTERNATIVES

1958 University Avenue
Berkeley,CA94704 		  PC General Operating Support 200,000

SUSTAINABLE MARKETS FOUNDATION

40 West 37th Street Suite 1000
New York,NY100187311 		  PC Global Gas and Oil Network 50,000

THE ANGEL NETWORK

14 Ronmar Road Morningside
Johannesburg   2196
SF 		  PC Community resilience 50,000

THE CLIMATE REGISTRY

600 Wilshire Boulevard Suite 202
Los Angeles,CA90017 		  PC Event sponsorship 75,000

THE GROUNDWORK TRUST

8 Gough Road
Pietermaritzburg,Kwazulu Natal  
SF 		  PC General Operating Support 50,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY

1608 Fourth Street Suite 220 Mail
University of California
Berkely,CA947101749 		  PC Innovative Genomics Institute 4,000,000

FACULTAD LATINOAMERICANA DE CIENCIAS SOCIALES

Tucuman 1966
Ciudad Autonoma de Buenos Aires,Buenos AiresC1050AAN
AR 		  PC General Operating Support 50,000

ECO HOUSE ASOCIACION CIVIL

Azcuenaga 1189
Ciudad Autonoma de Buenos Aires,Buenos AiresC1115EAC
AR 		  PC General Operating Support 50,000

THE CENTER FOR CULTURAL POWER

2648 International Blvd Ste 115 10
Oakland,CA94601 		  PC General Operating Support 1,000,000

THOUSAND CURRENTS

548 Market St Suite 62831
San Francisco,CA94104 		  PC General Operating Support 20,000,000

INQUIRING SYSTEMS INC

887 Sonoma Ave 23
Santa Rosa,CA95404 		  PC Community access to nature 500,000

INSTITUTE FOR GOVERNANCE & SUSTAINABLE DEVELOPMENT

5800 MacArthur Blvd NW
Washington,DC200162512 		  PC Energy transition 300,000

AMIS DU WELLBEING PROJECT

8 Rue de la Pierre Levee
Paris   75011
FR 		  PC Connecting people to nature 300,000

YAYASAN SOLIDARITAS DANA NUSANTARA

Jalan Tebet Timur Dalam Raya No 11A
Jakarta,Kel Tebet Timur,12820
ID 		  PC General Operating Support 1,000,000

COMMUNITY ALLIANCE WITH FAMILY FARMERS FOUNDATION

PO Box 363
Davis,CA95617 		  PC General Operating Support 600,000

CENTER FOR RURAL AFFAIRS

110 Maryland Ave NE Suite 209
Washington,DC20002 		  PC National Sustainable Agriculture Coalition 1,000,000

CLEAN FUTURE FORUM INC

409 7th Street NW
Washington,DC20004 		  PC General Operating Support 4,000,000

DEEP SOUTH CENTER FOR ENVIRONMENTAL JUSTICE

9801 Lake Forest Boulevard
New Orleans,LA70127 		  PC General Operating Support 5,000,000

CLIMATE JOBS NATIONAL RESOURCE CENTER

350 West 31st Street 8th Floor
New York,NY10001 		  PC General Operating Support 4,750,000

ROCKEFELLER PHILANTHROPY ADVISORS INC

6 W 48th Street Floor 10
New York,NY10036 		  PC Youth civic engagement 1,000,000

ARIZONA BOARD OF REGENTS UNIVERSITY OF ARIZONA

845 N PARK AVE RM 538
Tucson,AZ85721 		  GOV Indigenous Resilience Center 1,000,000

PHA FOOD AND FARMING CAMPAIGN

195 Schaapkraal Road
Cape Town   7941
SF 		  PC General Operating Support 50,000

COMMUNITY ALLIANCE WITH FAMILY FARMERS FOUNDATION

PO Box 363
Davis,CA95617 		  PC Family farming & sustainable agriculture 700,000

ENVIRONMENTAL LAW ALLIANCE WORLDWIDE

1412 Pearl Street
Eugene,OR97405 		  PC General Operating Support 1,000,000

AVINA AMERICAS INC

1300 I Street NW Suite 400E
Washington,DC20005 		  PC MapBiomas 2,000,000

EARTHRIGHTS INTERNATIONAL INC

1612 K Street NW Suite 800
Washington,DC20006 		  PC General Operating Support 1,000,000

FUNDAR CENTRO DE ANALISIS E INVESTIGACION AC

Cerrada Alberto Zamora 21
Villa Coyoacan Alcaldia Coyoacan,Mexico City400
MX 		  PC General Operating Support 5,000

ASOCIACION CIVIL PERIODISTAS POR EL PLANETA

Bolivar 1484
Ciudad Autonoma de Buenos Aires,Buenos Aires1141
AR 		  PC General Operating Support 50,000

FRIENDS OF THE EARTH INTERNATIONAL

Nieuwe Looiersstraat 31-3
Amsterdam,Noord Holland1017 VA
NL 		  PC Communications support 1,000,000

REGENERATIVE AGRICULTURE FOUNDATION

PO Box 7276
Minneapolis,MN55407 		  PC Soil Health Opportunities & Tools (SHOT) Fund 1,500,000

GROWALD CLIMATE FUND

1 Harvard St Suite 202
Brookline,MA02445 		  POF Event sponsorship 150,000

CLIMATE IMPERATIVE FOUNDATION

98 Battery Street Suite 202
San Francisco,CA94111 		  PC General Operating Support 18,000,000

THE NEW SCHOOL

55 West 13th Street
New York,NY10011 		  PC General Operating Support 2,400,000

IDEAGARDEN INSTITUTE INC

4015 Westside Road
Healdsburg,CA95448 		  PC Plant Futures Initiative 400,000

MOVEMENT STRATEGY CENTER

1625 Clay Street 6th Floor
Oakland,CA94612 		  PC Center for Engagement, Environmental Justice and Health 1,000,000

LIBERTY HILL FOUNDATION

1001 Wilshire Blvd PMB 2170
Los Angeles,CA90017 		  PC General Operating Support 500,000

FOODCORPS INC

1140 SE 7th Ave Suite 100
Portland,OR97214 		  PC FARM TO School programs 1,500,000

MALALA FUND

2000 14th St NW Ste 104 73767
Washington,DC20056 		  PC General Operating Support 1,000,000

ENVIRONMENTAL DEFENDERS OFFICE LTD

Suite 802 Level 8 6 OConnell St
Sydney,New South Wales2000
AS 		  PC General Operating Support 750,000

GLOBAL GREENGRANTS FUND INC

2840 Wilderness Place Suite A
Boulder,CO80301 		  PC Safety training & support 2,000,000

IDEAGARDEN INSTITUTE INC

4015 Westside Road
Healdsburg,CA95448 		  PC FARMpreneurs 100,000

YALE UNIVERSITY

25 Science Park 150 Munson Street
New Haven,CT06520 		  PC Event sponsorship 100,000

SECOND NATURE INC

10 Alewife Brook Pkwy Suite 1182
Cambridge,MA02138 		  PC General Operating Support 250,000

WORLD MEDIA FOUNDATION INC DBA LIVING ON EARTH

100 Morrissey Boulevard
Boston,MA02125 		  PC Climate Hubs Learning Partnership 680,000

EARTH ISLAND INSTITUTE

2150 Allston Way Suite 460
Berkeley,CA94704 		  PC Green Schoolyards America 750,000

ROOT CAPITAL INC

245 Main Street 2nd Floor
Cambridge,MA02142 		  PC General Operating Support 1,000,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY

2195 Hearst Ave Rm 120
Berkeley,CA94720 		  PC Renewable energy solutions 1,000,000

COMMUNITY MOVEMENT BUILDERS INC

4152 Echo Woods Dr
Clarkston,GA30021 		  PC EARTHseed Permaculture Center 500,000

WILDCOAST

2120 Jimmy Durante Blvd Suite 106
Del Mar,CA92014 		  PC Environmental conservation 270,000

SELCO FOUNDATION

690 15th Cross 2nd Phase
Bangalore,Karnataka560078
IN 		  PC General Operating Support 4,000,000

ASOCIACION INTERAMERICANA PARA LA DEFENSA

50 California St Suite 500
San Francisco,CA94111 		  PC Energy transition 1,422,494

CLIMATE AND CLEAN ENERGY EQUITY FUND

1100 13th Street
Washington,DC20005 		  PC General Operating Support 4,250,000

AMERICAN PUBLIC HEALTH ASSOCIATION INC

800 I Street NW
Washington,DC20001 		  PC Project Smart Surfaces Coalition 1,000,000

ADSGLOBAL

6648 Kerns RD
Falls Church,VA220420000 		  PC Connecting music and the environment 50,000

AMALGAMATED CHARITABLE FOUNDATION INC

1825 K Street NW
Washington,DC20006 		  PC The Fund for Equitable Good Food Procurement 2,000,000

STICHTING FOUNDATION FOR INTERNATIONAL LAW

Zuid-Hollandlaan 7
Den Haag   2596 AL
NL 		  PC Capacity strengthening 8,333,334

THE GROUNDWORK TRUST

8 Gough Road
Pietermaritzburg,Kwazulu Natal  
SF 		  PC General Operating Support 750,000

MOVEMENT STRATEGY CENTER

436 14th St Suite 425
Oakland,CA94612 		  PC HEAL Food Alliance 600,000

RESIST INC

259 Elm St 201
Somerville,MA02144 		  PC LIFE (Liberating Investment in the Food and Farm system) Fund 1,000,000

LOF NEWEN MAPU

Gobernador Denis 877
Neuquen Capital,Provincia de Neuq8300
AR 		  PC General Operating Support 50,000

UNIVERSITY OF MASSACHUSETTS FOUNDATION INC

100 Carson Avenue
NEWTON,MA02459 		  PC Climate Hubs Learning Partnership 491,400

COMMUNITY PARTNERS

1000 North Alameda Street Suite 24
Los Angeles,CA90012 		  PC Center for Good Food Purchasing 500,000

SOUL FIRE FARM INSTITUTE INC

1972 NY Hwy 2
Petersburg,NY12138 		  PC General Operating Support 600,000

STICHTING EUROPEAN CLIMATE FOUNDATION

Riviervismarkt 5
The Hague   2513 AM
NL 		  PC ReNew 2030 Project 10,000,000

GLOBAL GREENGRANTS FUND INC

2840 Wilderness Place Suite A
Boulder,CO80301 		  PC Agroecology Fund 3,000,000

INITIATIVE FOR RESPONSIBLE MINING ASSURANCE

113 CHERRY ST 74985
SEATTLE,WA98104 		  PC General Operating Support 1,666,672

UNITED NATIONS ECONOMIC COMMISSION

Dag Hammarskjold 3477
Vitacura,Region Metropolit7630670
CI 		  GOV Escazu Agreement implementation 813,600

LQ FOUNDATION

208-10 Cross Island Parkway 107
Bayside,NY11360 		  PC COP30 public awareness 700,000

NATIONAL YOUNG FARMERS COALITION

418 Broadway Suite 4
Albany,NY12207 		  PC General Operating Support 600,000

TRANSPARENCY INTERNATIONAL EV

Alt-Moabit 96
Berlin   10559
GM 		  PC Climate Governance Integrity Programme 2,000,000

GRID ALTERNATIVES INC

1171 Ocean Ave Suite 200
Oakland,CA94608 		  PC Tribal Solar Accelerator Fund 8,000,000

SUSTAINABLE MARKETS FOUNDATION

40 West 37th Street Suite 1000
New York,NY100187311 		  PC Working Power 1,000,000

CONSERVATION INTERNATIONAL FOUNDATION

2011 Crystal Drive Suite 600
Alrlington,VA22202 		  PC Broadleaf Initiative 7,500,000

LA COSECHA COMMUNITY SUPPORTED AGRICULTURE

318 Isleta Blvd SW Suite 202
Albuquerque,NM87105 		  PC Project Food Hub 1,250,000

WINDWARD FUND

1828 L Street NW Suite 300-C
Washington,DC20036 		  PC Rural Climate Partnership 4,000,000

OUTDOOR AFRO

2323 Broadway
Oakland,CA94612 		  PC General Operating Support 500,000

NATIONAL LEAGUE OF CITIES INSTITUTE

660 North Capitol Street NW Suite
Washington,DC20001 		  PC Smart Surfaces Coalition 2,000,000

ASOCIACION CIVIL JOVENES POR EL CLIMA

Planes 1174
Buenos Aires   1405
AR 		  PC General Operating Support 50,000
Total .................................right arrow 3a 282,093,983
bApproved for future payment

Taproot Earth
PO Box 521217
Tulsa,OK74152 		  PC General Operating Support 0

Open Briefing LTD
The Workbox Wharf Road
Penzance,CornwallTR18 4FG
UK 		  PC General Operating Support 0

Vereniging Milieudefensie
Nieuwe Looiersstraat 31
Amsterdam,Nood-Holland1017 VA
NL 		  PC General Operating Support 0

Global Fairness Initiative
1666 Connecticut Ave NW Suite 222
Washington,DC20009 		  PC SEWA SUPPORT 0

Thousand Currents
548 Market St Suite 62831
San Francisco,CA94104 		  PC General Operating Support 0

Grid Alternatives Inc
1171 Ocean Ave Suite 200
Oakland,CA94608 		  PC Tribal Solar Accelerator Fund 0

Stichting European Climate Foundation
5 Riviervismarkt
The Hague   2513 AM
NL 		  PC ReNew2030 Project 0

Sustainable Markets Foundation
40 West 37th St Suite 1000
New York,NY100187311 		  PC Working Power 0

Seventh Generation Fund For Indigenous Peoples
PO Box 4569
Arcata,CA95518 		  PC Indigenous Climate Action Project 0

Global Greengrants Fund
2840 Wilderness Place Suite A
Boulder,CO80301 		  PC Agroecology Fund 0

United Nations Economic Commission For Latin Ame
Dag Hammarskjold 3477
Vitacura,Region Metropolit7630670
CI 		  GOV Escazu Agreement Implementation 0

Food System 6 Accelerator Inc
541 Jefferson Ave Suite 100
Redwood City,CA94063 		  PC General Operating Support 0

Girl Scouts of the USA
420 5th Avenue
New York,NY10018 		  PC CONNECTING PEOPLE TO NATURE 0

Intertribal Agriculture Council
100 North 27th St Suite 500
Billings,MT59101 		  PC General Operating Support 0

Chef Ann Foundation
5485 Conestoga Court Suite 110F
Boulder,CO80301 		  PC FARM TO SCHOOL PROGRAMS 0

Natura Y Ecosistemas Mexicanos
Plaza San Jacinto 23
Mexico City,Alcaldia Alvaro O01000
MX 		  PC General Operating Support 0

Re-Earth Initiative Inc
4-74 48th Ave Suite 16B
Long Island City,NY11109 		  PC General Operating Support 0

Centre for Environmental Rights
Birkdale 2 River Park 1 River Lane
Mowbray,Cape Town, Wester7700
SF 		  PC General Operating Support 0

First Nations Development Institute
2432 Main Street
Longmont,CO80501 		  PC Regenerative agriculture and conservation 0

Clean Future Forum Inc
409 7th Street NW Suite 350
Washington,DC20004 		  PC General Operating Support 0

Environmental Law Alliance Worldwide
1412 Pearl Street
Eugene,OR97405 		  PC General Operating Support 0

Avina Americas Inc
1300 I Street NW Suite 400E
Washington,DC20005 		  PC MapBiomas 0

EarthRights International Inc
1612 K Street NW Suite 800
Washington,DC20006 		  PC General Operating Support 0

Regenerative Agriculture Foundation
PO Box 7276
Minneapolis,MN55407 		  PC Soil Health Opportunities & Tools (SHOT) Fund 0

The New School
55 West 13th Street
New York,NY10011 		  PC GENERAL OPERATING SUPPORT 0

Ideagarden Institute Incorporated
4015 Westside Road
Healdsburg,CA95448 		  PC Plant Futures Initiative 0

FoodCorps Inc
1140 SE 7th Ave Suite 100
Portland,OR97214 		  PC FARM TO SCHOOL PROGRAMS 0

Stichting Foundation for International Law
Zuid-Hollandlaan 7
Den Haag   2596 AL
NL 		  PC Capacity strengthening 0

Regents of the University of California Berkeley
1608 Fourth Street Suite 220 Mail
Berkeley,CA947101749 		  PC Innovative Genomics Institute 0

Liberty Hill Foundation
1001 WILSHIRE BLVD PMB 2170
LOS ANGELES,CA90017 		  PC General Operating Support 0

Earth Island Institute
2150 ALLSTON WAY STE 460
BERKELEY,CA94704 		  PC Green Schoolyards America 0

Transparency International eV
Alt-Moabit 96
Berlin   10559
GM 		  PC Climate Governance Integrity Programme 0

Kitchen Table Advisors
2150 Allston Way Suite 320
Berkely,CA94704 		  PC General Operating Support 0

Friends of the Earth
1101 15th Street NW 11th Floor
Washington,DC20005 		  PC FARM TO SCHOOL PROGRAMS 0

Just Associates Inc
1900 L Street NW 504
Washington,DC20036 		  PC General Operating Support 0

The Earth Species Project
1536 Oxford St
Berkeley,CA94709 		  PC General Operating Support 0

Panorama Global
2101 4th Avenue Suite 2100
Seattle,WA98121 		  PC community health support 0

Spirit Rock Meditation Center
PO Box 169
Woodacre,CA94973 		  PC Connecting people to nature 0

FUSE Corps
One Embarcadero Center Unit 26070
San Francisco,CA94126 		  PC Fellowship program 0

The Center for Cultural Power
2648 International Blvd Ste 115 10
Oakland,CA94601 		  PC General Operating Support 0

Institute for Governance & Sustainable Development
5800 MacArthur Blvd NW
Washington,DC20016 		  PC energy transition 0

Community Alliance with Family Farmers Foundation
PO Box 363
Davis,CA95617 		  PC General Operating Support 0

Yayasan Solidaritas Dana Nusantara
Jalan Tebet Timur Dalam Raya 11A
Jakarta Selatan,Jakarta12820
ID 		  PC General Operating Support 0

Center for Rural Affairs
145 Main Street
Lyons,NE68038 		  PC National Sustainable Agriculture Coalition 0

Ideagarden Institute Incorporated
4015 Westside Road
Healdsburg,CA95448 		  PC FARMpreneurs 0

The Groundwork Trust
8 Gough Road
Pietermaritzburg,KwaZulu-Natal3201
SF 		  PC General Operating Support 0

LQ Foundation
208-10 Cross Island Parkway 107
Bayside,NY11360 		  PC COP30 public awareness 0

Windward Fund
1828 L St NW Ste 300-C
Washington,DC20036 		  PC Rural Climate Partnership 0

Outdoor Afro
2323 BROADWAY
Oakland,CA94612 		  PC General Operating Support 0
Total ................................. right arrow 3b 192,921,666
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 ........... 		         
4 Dividends and interest from securities .... 520000 621,139 14 130,158,365  
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 .....     18 8,351,389  
8 Gain or (loss) from sales of assets other than
inventory ............ 		520000 -3,988,359 18 155,368,467  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aORDINARY LOSS 		520000 -369,339 18 -30,334  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -3,736,559 293,847,887  
13Total. Add line 12, columns (b), (d), and (e)..................
13
290,111,328
(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

TY 2024 AccountingFeesSchedule
Name:
WAVERLEY STREET FOUNDATION
EIN:
81-3242506
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 545,668 181,424   364,244

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

TY 2024 DepreciationSchedule
Name:
WAVERLEY STREET FOUNDATION
EIN:
81-3242506
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

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

TY 2024 ExpenditureResponsibilityStmt
Name:
WAVERLEY STREET FOUNDATION
EIN:
81-3242506
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
CAPE FAREWELL
  		The Watershed Sydling St Nicholas
Dorchester,DorsetDT2 9NS
UK 		2024-03-15 425,997 Our Life is Here Charitable Project 425,997 NO 03/31/2024 2024-09-16 TO THE KNOWLEDGE OF THE WAVERLEY STREET FOUNDATION, NO PART OF THE GRANT HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. THE GRANTEE PROVIDED THE ANNUAL ER REPORT FOR FISCAL YEAR-END 03/31/2024 STATING 425,997 IN GRANT FUNDS WAS EXPENDED TO EXECUTE THE OUR LIFE IS HERE PROJECT.
GROWALD CLIMATE FUND
  		1 HARVARD ST SUITE 202
BROOKLINE,MA02445 		2024-10-24 150,000 EVENT SPONSORSHIP 150,000 NO 03/27/2025 2025-03-27 FUNDS WERE USED TO COVER CONSULTANTS AND EVENT EXPENSES INCLUDING CSO ROOMS AND MEALS. THE GRANTEE PROVIDED THE ANNUAL ER REPORT STATING 150,000 IN GRANT FUNDS WAS EXPENDED TO EXECUTE THE PROJECT.
WPIF II MANAGER LLC
  		2400 MARKET ST 200
PHILADELPHIA,PA19103 		2024-08-30 5,000,000 Community clean energy fund investment 31,125 NO 10/28/2025 2025-10-28 FUNDS WERE USED TO COVER GENERAL BUSINESS AND LEGAL EXPENSES IN CONNECTION WITH NEGOTIATING, DOCUMENTING, AND CLOSING INVESTMENT INTO WPIF II MANAGER LLC. THE GRANTEE PROVIDED THE ANNUAL ER REPORT STATING 31,125 IN FUNDS WAS EXPENDED FOR THE INVESTMENT.

TY 2024 InvestmentsCorpBondsSchedule
Name:
WAVERLEY STREET FOUNDATION
EIN:
81-3242506
Name of Bond End of Year Book Value End of Year Fair Market Value
GS BANK USA TERM DEPOSIT 200,000,000 200,742,082

TY 2024 InvestmentsCorpStockSchedule
Name:
WAVERLEY STREET FOUNDATION
EIN:
81-3242506
Name of Stock End of Year Book Value End of Year Fair Market Value
APPLE INC. 269,052,000 601,008,000
TEMPERPACK TECHNOLOGIES INC 12,005,572 14,526,742

TY 2024 InvestmentsOtherSchedule2
Name:
WAVERLEY STREET FOUNDATION
EIN:
81-3242506
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
OHA DELAWARE CUSTOMIZED CREDIT AT COST 744,239,224 741,039,177
TURNER MULTIFAMILY IMPACT FUND AT COST 34,333,638 47,039,092
OREI CREDIT II A LP AT COST 6,961,116 6,815,506
PURPOSE ALTERNATIVE FUND-F LLC AT COST 582,794,165 787,540,100
TURNER-AGASSI EDU FUND III LP AT COST 3,343,669 2,876,958
MEADOWLARK LANDS I LP AT COST 22,861,018 26,645,091
CIM ENTERPRISE LOAN FUND LP AT COST 95,950,608 97,992,053
HORIZON ENVIRONMENT & CLIMATE AT COST 30,050,155 41,680,529
EMBER INFRASTRUCTURE FUND I-A AT COST 39,544,983 47,872,042
CVI CLEAN ENERGY FUND C II LP AT COST 31,737,400 32,083,596
ECOFIN CLIMATE CHAMPIONS FUND AT COST 91,099,625 94,536,915
BAIN CAPITAL PE ENDURING FUND AT COST 447,506,895 469,022,138

TY 2024 LegalFeesSchedule
Name:
WAVERLEY STREET FOUNDATION
EIN:
81-3242506
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 468,585     468,585


TY 2024 OtherAssetsSchedule
Name:
WAVERLEY STREET FOUNDATION
EIN:
81-3242506
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
CAPITALIZED FEES - INVESTMENTS 961,710 1,002,797 1,002,797
WPIF II MANAGER LLC (PRI) 0 4,999,891 5,011,097


TY 2024 OtherExpensesSchedule
Name:
WAVERLEY STREET FOUNDATION
EIN:
81-3242506
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PORTFOLIO DEDUCTIONS FROM K-1S 19,331,504 18,962,311    
RRF-1 FEES 1,000     1,000
INSURANCE 73,810 24,603   49,207
OTHER DEDUCTIONS FROM K-1S 218,990 218,990    
MEMBERSHIP FEES 6,850     6,850
OFFICE EXPENSES 270,318     270,318
DUES & SUBSCRIPTIONS 124,554     124,554
PAYROLL PROCESSING FEES 30,080 3,008   27,072
FEES & LICENSES 30,599     30,599
NONDEDUCTIBLE EXP FROM K-1S 41,881      
BANK FEES 1,904     1,904
MISCELLANEOUS EXPENSES 16,727     16,727
MEALS & ENTERTAINMENT 38,060     38,060
TRANSPORTATION 6,504     6,504
PARKING/MILEAGE 4,712     4,712
EVENTS 174,558     174,558


TY 2024 OtherIncomeSchedule2
Name:
WAVERLEY STREET FOUNDATION
EIN:
81-3242506
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SECTION 988 GAIN (LOSS) FROM K-1S 1,572,668 1,574,867  
SUBPART F INCOME FROM K-1S 19,777,204 19,777,204  
PFIC INCOME FROM K-1S 1,442,159 1,442,159  
OTHER INCOME FROM K-1S -14,442,501 -14,442,501  
ORDINARY INCOME (LOSS) FROM K-1S -399,673 0  
Non-Taxable Receipts 1,859 0  


TY 2024 OtherProfessionalFeesSchedule
Name:
WAVERLEY STREET FOUNDATION
EIN:
81-3242506
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 11,703,301     11,703,301
AUDIT FEES 96,500     96,500
RECRUITMENT FEES 1,036,242     1,036,242
INVESTMENT EXPENSES 121,541 121,541    


TY 2024 TaxesSchedule
Name:
WAVERLEY STREET FOUNDATION
EIN:
81-3242506
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX FROM K-1S 297,586 297,586    
FEDERAL EXCISE TAXES 5,000,000      
LLC TAX 800     800
PAYROLL TAXES 326,438 32,644   293,794


TY 2024 TransfersFrmControlledEntities
Name:
WAVERLEY STREET FOUNDATION
EIN:
81-3242506
Name US /
Foreign Address		 EIN Description Amount
OREI CREDIT II A LP 401 CONGRESS AVENUE SUITE 2750
AUSTIN,TX78701 		84-2659221 CAPITAL DISTRIBUTION, NO EXCESS BUSINESS HOLDING 26,367,518
OHA DELAWARE CUSTOMIZED CREDIT FUND-F LP 201 MAIN STREET SUITE 1250
FORT WORTH,TN76102 		83-1421034 CAPITAL DISTRIBUTION, NO EXCESS BUSINESS HOLDING 51,236,503
Total     77,604,021

TY 2024 TransfersToControlledEntities
Name:
WAVERLEY STREET FOUNDATION
EIN:
81-3242506
Name US /
Foreign Address		 EIN Description Amount
PURPOSE ALTERNATIVE CREDIT FUND - F LLC 1603 ORRINGTON AVENUE 13TH FLOOR
EVANSTON,IL60201 		85-0674038 CAPITAL CONTRIBUTION, NO EXCESS BUSINESS HOLDING 5,500,000
OREI CREDIT II A LP 401 CONGRESS AVENUE SUITE 2750
AUSTIN,TX78701 		84-2659221 CAPITAL CONTRIBUTION, NO EXCESS BUSINESS HOLDING 7,379,263
ECOFIN CLIMATE CHAMPIONS FUND LLC 1209 ORANGE STREET
WILMINGTON,DE19801 		88-1080806 NO EXCESS BUSINESS HOLDING 0
BAIN CAPITAL PUBLIC EQUITY ENDURING 200 CLARENDON STREET FL 41
BOSTON,MA02116 		92-0683250 NO EXCESS BUSINESS HOLDING 0
Total     12,879,263