2024-11-14T09:49:32-06:00 2023-12-31 541396098 SID SIMMONDS CPA LTD 6045 WILSON BLVD STE 200 ARLINGTON VA 222051546 990PF 2023-01-01 472519767 LAIDIR FOUNDATION C/O BRIAN LONERGAN LAID 4068484274 7551 28TH AVE NE SEATTLE WA 98115 BRIAN LONERGAN PRESIDENT 4068484274 2024-11-14 1 1 SIDNEY G SIMMONDS P00089514 7035330000 2024-11-14 2023 2024-10-15 13:58:12Z X 70389498 X 5567464 49557 49557 663577 663577 3326593 35555065 3326593 55418 55418 9662609 4095145 0 0 0 128008 0 110162 181998 0 0 259439 0 0 569445 0 110162 3256625 3256625 3826070 0 3366787 5836539 4095145 951203 1500043 1500043 671309 6900337 6900337 325000 325000 42392166 38515465 40655441 6880000 8255000 10530099 7983066 9218438 10478578 58877744 64714283 70389498 0 0 X 0 0 0 0 58877744 64714283 58877744 64714283 58877744 64714283 58877744 5836539 0 64714283 0 64714283 ALPHABET, INC. 2022-12-31 2013-12-18 3256009 3000296 255713 255713 AMAZON COM, INC. 2022-11-04 2023-01-05 2002525 1969329 33196 33196 ISHARES ETF S&P SMALL CAP VALUE 2022-09-13 2023-01-05 1942899 1918820 24079 24079 KRANE SHARES TR ETF CA CARBON 2022-08-26 2023-01-05 333526 350149 -16623 -16623 SPDR BLOOMBERS 1-3 MO TBILL ETF 2023-09-14 2023-11-22 11173024 11173906 -882 -882 GLOBAL SHIP LEASE, INC. 2022-08-19 2023-04-18 2625309 2841545 -216236 -216236 ISHARES ETF MSCI JAPAN 2018-01-03 2023-01-05 2286670 2416332 -129662 -129662 MICROSOFT, INC. 2022-12-05 2023-12-18 2978539 2089416 889123 889123 SPDR S&P 500 TRUST ETF 2016-12-08 2023-11-17 6159492 3199598 2959894 2959894 VANGUARD INDEX FUNDS REAL ESTATE ETF 2021-04-21 2023-01-05 2796776 3260138 -463362 -463362 ONE WAY VENTURES FUND II, LLC P 2023-12-30 2023-12-31 15 -15 -15 ONE WAY VENTURES FUND II, LLC P 2022-12-30 2023-12-31 8928 -8928 -8928 CAPITAL GAINS DIVIDENDS P 296 296 296 3326593 56923 0 56923 0 56923 121480 0 0 0 121480 X 1150 63407 63407 0 0 0 0 0 0 0 0 0 0 0 0 1 WA 0 0 0 1 0 1 N/A BRIAN LONERGAN 2064320725 7551 28TH AVE NE SEATTLE WA 98115 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 BRIAN LONERGAN 7551 28TH AVE NE SEATTLE WA 98115 DIRECTOR, PRESIDENT & TREA 5.00 0 0 0 MATTHEW MCBAY 1713 CHESTERBROOK VALE CT MCLEAN VA 22101 DIRECTOR, VICE PRESIDENT & 0.25 0 0 0 NONE 0 NONE 0 TO BENEFIT ORGANIZATIONS FOR CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL OR RELIGIOUS PURPOSES. DETAIL SHOWN IN PART XIV. IN 2023, THE FOUNDATION CONTRIBUTED A TOTAL OF $3,256,625 TO FIFTEEN ORGANIZATIONS. THE FOUR LARGEST RECIPIENTS WERE:1. LONGVIEW PHILANTHROPY, THROUGH THE EFFECTIVE VENTURES FOUNDATION, INC., TO SUPPORT LONGVIEW'S OECD AND GRANTMAKING ADVISORY PROJECTS - $400,0002. THE A.I. SAFETY TACTICAL FUND, THROUGH THE VANGUARD CHARITABLE ENDOWMENT PROJECT - $500,000.3. SIGHTLINE INSTITUTE, TO FURTHER ITS HOUSING AND URBANISM PROGRAM - $525,0004. INNOVATIONS FOR POVERTY ACTION, TO WORK TO DISCOVER AND PROMOTE EFFECTIVE SOLUTIONS TO GLOBAL POVERTY PPROBLEMS - $250,000. 110162 0 61515354 715778 0 62231132 0 0 62231132 933467 61297665 3064883 3064883 56923 56923 3007960 0 3007960 0 3007960 3366787 0 3366787 3007960 1897291 0 0 3366787 1897291 0 0 1469496 0 0 0 0 0 0 0 0 1538464 0 0 0 2014-12-05 BRIAN LONERGAN MATTHEW MCBAY X EFFECTIVE VENTURES FOUNDATION USA INC 2443 FILLMORE ST 380-16662 SAN FRANCISCO CA 94115 NONE 501(C)(3) PUBLIC CHA RETHINK WELLBEING PROGRAM - $140,000SUPPORT FOR THE ORGANIZATION FOR ECONOMIC COOPERATION AND DEVELOPMENT PROGRAM - $100,000LONGVIEW GRANTMAKING ADVISORY SUPPORT - $300,000 540000 FOUNDERS PLEDGE 228 PARK AVE S PMP 71081 NEW YORK NY 10003 NONE 501(C)(3) PUBLIC CHA TO SUPPORT FOUNDERS PLEDGE'S WORK IN INCREASE THE POSITIVE SOCIAL IMPACT OF ENTREPRENEURS. 250000 INNOVATIONS FOR POVERTY ACTION (IPA) 1701 RHODE ISLAND AVE NW 4TH FL WASHINGTON DC 20036 NONE 501(C)(3) PUBLIC CHA TO FURTHER THE MISSION OF IPA TO DISCOVER AND PROMOTE EFFECTIVE SOLUTIONS TO GLOBAL POVERTY PROBLEMS. 250000 EFFECTIVE INSTITUTIONS PROJECT 27 MECHANICS AVENUE TARRYTOWN NY 10591 NONE 501(C)(3) PUBLIC CHA TO SUPPORT THE EFFECTIVE INSTITUTIONS PROJECT. 150000 SIGHTLINE INSTITUTE 1402 THIRD AVENUE STE 500 SEATTLE WA 98101 NONE 501(C)(3) PUBLIC CHA TO FURTHER THE MISSION OF SIGHTLINE INSTITUTE'S HOUSING AND URBANISM PROGRAM. 525000 FINEMIND 9832 E FLORIDA PL DENVER CO 80247 NONE 501(C)(3) PUBLIC CHA MENTAL HEALTHCARE 16625 VANGUARD CHARITABLE PO BOX 9509 WARWICK RI 02889 NONE 501(C)(3) PUBLIC CHA AI SAFETY TACTICAL OPPORTUNITIES FUND 500000 THE FUTURE SOCIETY INC 867 BOYLSTON ST 5TH FL BOSTON MA 02116 NONE 501(C)(3) PUBLIC CHA IMPROVE AI GOVERNANCE 300000 FP21 1802 VERNON ST NW 634 WASHINGTON DC 20009 NONE 501(C)(3) PUBLIC CHA INCREASE THE USE OF EVIDENCE IN FOREIGN POLICY DECISIONS 50000 MAGNIFY MENTORING 712 H STREET NW WASHINGTON DC 20002 NONE 501(C)(3) PUBLIC CHA MENTORSHIP PROGRAM 50000 ONLY 7 SECONDS 312 E TROW ST SUITE 201B CHELAN WA 98109 NONE 501(C)(3) PUBLIC CHA ADDRESS YOUTH LONELINESS 100000 PACIFIC FORUM INTERNATIONAL 1003 BISHOP ST SUITE 1150 HONOLULU HI 96813 NONE 501(C)(3) PUBLIC CHA SUPPORT US-CHINA SPECIFIC NUCLEAR DIALOGUES 200000 RIESGOS CATASTROFICOS GLOBALES 58 WEST PORTAL AVE 781 SAN FRANCISCO CA 94127 NONE 501(C)(3) PUBLIC CHA MANAGING GLOBAL CATASTROPHIC RISKS 75000 REBUILD CONGRESS INITIATIVE 1401 K STREET NW SUITE 350 WASHINGTON DC 20005 NONE 501(C)(3) PUBLIC CHA GENERAL OPERATIONS 250000 3256625 0 14 49557 14 663577 55418 14 296 3326297 0 713430 3381715 4095145 3 INTEREST INCOME INCREASES FUNDS AVAILABLE FOR CHARITABLE ACTIVITIES 4 DIVIDEND INCOME INCREASES FUNDS AVAILABLE FOR CHARITABLE ACTIVITIES 8 GAIN ON ASSET SALES INCREASE FUNDS AVAILABLE FOR CHARITABLE ACTIVITIES 0 0 0 0 0 0 0 0 0 0 X X 1 BRIAN AND SHAUNA LONERGAN 7551 28TH AVE NE SEATTLE WA 98115 7147595 X X 1 80,500 SH. VANGUARD REAL ESTATE INDEX FUND ETF 7147595 2023-12-27 NOT REQUIRED BY STATE OF WASHINGTON BUSINESS HOLDINGS PART VI-B, QUESTION 3(B) THE FOUNDATION AND ALL DISQUALIFIED PERSONS OWNED LESS THAN 35% OF EACH OF THE FOLLOWING BUSINESSES DURING 2023: 2MORROW, INC. (90-0916269)-3%; ALMA TECHNOLOGIES, INC. (90-1135847)-27%; BAEBIES, INC. (46-3482298)-2%; DEMOCRACY LIVE, INC. (45-4826119)-4%; FORUM3 (92-0781923)-2%; LOCATEAI (47-1541106)-10%; MATCHWELL, INC. (82-2758598)-15%; METABOLON, INC. (04-3518046)-0.1%; MIND EASE LABS, LTD. (UK CO #12352065)-15%; PRECION, LTD.-19%; AND PLEDGE VENTURES I, SCSP (NO EIN ASSIGNED) - 6.25%.FOR ALMA TECHNOLOGIES, INC., EFFECTIVE CONTROL IS IN ONE OR MORE PERSONS WHO ARE NOT DISQUALIFIED PERSONS IN CONNECTION WITH THE FOUNDATION.INVESTMENTS IN 11.2 CAPITAL II, LP (84-4074834)-3.91%, 30VENTURES FUND I, LP (82-2804547)-25.89%, 30VENTURES SPV I, LLC (83-0600524)-100%, MATCHWELL AGGREGATOR LLC (88-3055463)-21.36%; ONE WAY VENTURES FUND II, LP (84-4454220)-5.33%, PLEDGE VENTURES I, SCSP (NO EIN ASSIGNED) - 6.25% AND SEVEN VENTURES, LLC (84-3585855)-46.04%, ARE PASSIVE INVESTMENTS THAT DO NOT QUALIFY AS BUSINESS ENTERPRISES. CONTROLLED ENTITY PART VI-A, QUESTION 11 THE FOUNDATION OWNS 100% OF THE PROFITS, LOSSES AND CAPITAL OF PASSTHROUGH ENTITY 30VENTURES SPV I, LLC (83-0600524), 505 S. ROSA RD., SUITE 10B, MADISON, WI 53719. A CAPITAL CONTRIBUTION OF $170,000 WAS MADE TO THIS PASSTHROUGH ENTITY DURING 2021 AND, IN 2023, THE FOUNDATION RECEIVED A SCHEDULE K-1 REPORTING INCOME OF $21,719 AND PORTFOLIO DEDUCTIONS OF $3,332. THIS IS NOT AN EXCESS BUSINESS HOLDING BECAUSE THE FOUNDATION HOLDS ZERO PERCENT OF THE MANAGEMENT AND VOTING INTEREST IN THE ENTITY. ALMA DEBT 7755000 10030099 DEMOCRACY LIVE, INC. 500000 500000 2MORROW INC 500000 500000 ALMA 3686414 5154618 BAEBIES 2000000 2000000 METABOLON - SERIES E-2 STOCK 1699999 380405 MIND EASE LABS LTD 2250353 1541264 PRECION LTD 3000000 3000000 WELLS FARGO-SPDR S&P 500 TR ETF 5689578 4562976 WELLS FARGO-VANGUARD REIT ETF 5557464 7112980 FORUM3 999998 999998 LOCATEAI 1000000 1000000 WELLS FARGO-VANGUARD TOTAL WORLD ETF 12131659 14403200 11.2 CAPITAL II LP FMV 2242756 3330719 30 VENTURES FUND FMV 229859 197093 30 VENTURES SPV 1 FMV 1274274 1265941 ONE WAY VENTURES FUND II LP FMV 1295835 1597710 SEVEN VENTURES, LLC FMV 914771 914771 MATCHWELL AGGREGATOR LLC FMV 2735943 2735943 PLEDGE VENTURES AT COST 525000 436401 BANK FEES 1005 0 0 REGISTRATION FEES 388 0 0 PORTFOLIO DEDUCTIONS-FROM 11.2 CAPITAL II, LP 105018 0 0 PORTFOLIO DEDUCTIONS-FROM 30VENTURES FUND I, LP 1916 0 0 PORTFOLIO DEDUCTIONS-FROM MATCHWELL AGGREGATOR LLC SCH K-1 513 0 0 PORTFOLIO DEDUCTIONS-FROM ONE WAY VENTURES FD II, LP SCH K-1 65992 0 0 INVESTMENT INT-FROM ONE WAY VENTURES FD II, LP SCH K-1 87 0 0 PORTFOLIO DEDUCTIONS - SEVEN VENTURES FUND, LLC 670 0 0 PORTFOLIO DEDUCTIONS-FROM 30VENTURES SPV I, LP 3322 0 0 MISCELLANEOUS 5797 0 0 VANGUARD REIT ETF - BASS ADJUSTMENT 74731 0 0 30VENTURES SPV I, LLC 21719 21719 21719 MATCHWELL AGGRIGATOR 33699 33699 33699 TAX PREPARATION 7846 0 0 CONSULTING FEES 10000 0 0 ICANQUIT INDIA EXPENSES 110162 0 110162 FORM 990PF TAXES - 2022 181998 0 0