2025-11-13T11:34:12-08:00 2024-12-31 273819869 M3 and Associates LLP 1227 Lake Plaza Dr Ste B Colorado Springs CO 80906 990PF 2024-01-01 841236138 The Carl George Bjorkman Foundation CARL 7192172065 PO Box 38043 Colorado Springs CO 80937 Clay Taylor President 2025-11-12 true true Melody Antles P00544398 7196857910 2024 2025-03-06 01:10:19Z X 7550477 X X 33 33 33 212607 212607 212607 -67116 256538 1768874 256538 85244 6379 6379 475557 475557 297884 4200 4200 6290 6290 31069 31069 352 352 23760 115607 115588 181278 147009 10490 332000 332000 513278 147009 342490 -37721 328548 297884 391894 375845 375845 32312 32312 5391 5391 6321815 5637708 6071284 114812 489174 515275 300000 550370 550370 7128521 7090800 7550477 0 X 5738788 5701067 1389733 1389733 7128521 7090800 7128521 7090800 7128521 -37721 7090800 7090800 SYNTRINSIC ST COVERED P 2024-01-01 2024-12-31 907704 822460 85244 85244 SYNTRINSIC LT COVERED P 2020-01-01 2024-12-31 842983 689876 153107 153107 Morgan Stanley P 2020-01-01 2024-12-31 874 874 874 CVI Clean Energy QEF P 2020-01-01 2024-12-31 1433 1433 1433 Capital Gain Dividends 15880 256538 85244 4567 4567 4567 9958 9958 X 5391 5391 false false false false false false false true true true false false false false true N/A Clay Taylor 7192172065 PO Box 38043 Colorado Springs CO 80937 false false false false false false false false false false false false false false false false false false false false false false Clay Taylor 1510 Hermosa PLace Colorado Springs CO 80906 President 0.00 0 Drake Ewing Taylor PO Box 38043 Colorado Springs CO 80937 Vice President 0.00 0 George Sheffer PO Box 1 8390 Emporia Ave Cascade CO 80809 Secretary 0.00 0 NONE NONE 7189764 401416 0 7591180 0 7591180 113868 7477312 373866 373866 4567 4567 369299 369299 369299 342490 342490 369299 97218 342490 97218 0 245272 124027 X Moab Valley Multi-Culture Center PO Box 55 Moab UT 84532 N/A PC General Funding 30000 Moab Free Health Clinic 380 N 500 W Moab UT 84532 N/A PC General Funding 15000 Moab Solutions Inc PO Box 1459 Moab UT 84532 N/A PC General Funding 15000 Grand Area Mentoring 264 S 400 East Moab UT 84532 N/A PC General Funding 15000 Asian Youth Services 5701 N Sheridan Apt 6N Chicago IL 60660 N/A PC General Funding 10000 Dale House Project 7 W Dale Street Colorado Springs CO 80903 N/A PC General Funding 25000 Providence Network 801 Logan Street Denver CO 80203 N/A PC General Funding 10000 National Alliance on Mental Illness 510 E Willamette Colorado Springs CO 80903 N/A PC General Funding 10000 Partners in Housing 455 Gold Pass Heights Colorado Springs CO 80906 N/A PC General Funding 10000 Peak Education 205 E Cheyenne Mtn Blvd Colorado Springs CO 80906 N/A PC General Funding 20000 Science Moab PO Box 705 Moab UT 84532 N/A PC General Funding 5000 Upadowna Bike Clinic Too 335 Manitou Ave 5 Colorado Springs CO 80904 N/A PC General Funding 12000 World Central Kitchen 200 Massachusetts Ave NW 7th Floor Washington DC 20001 N/A PC General Purpose 20000 Apostolos 716 Bellevue Sve Trenton NJ 08618 N/A PC General Funding 10000 Doctors Without Borders PO Box 5030 Hagerstown MD 21741 N/A PC General Funding 20000 Fostering Hope Foundation 11 S Tejon St Ste 112 Colorado Springs CO 80903 N/A PC General Funding 55000 Homeward Pikes Peak 2010 E Bijou St Colorado Springs CO 80909 N/A PC General Funding 10000 Westside Cares 2808 W Colorado Ave Colorado Springs CO 80904 N/A PC General Funding 10000 YoungLife 420 N Cascade Ave Colorado Springs CO 80903 N/A PC General Funding 5000 C 4Ever Green 5 Miles South County Rd 442 Montezuma Creek UT 84534 N/A PC General Funding 10000 Youth Garden Project 530 South 400 East Moab UT 84532 N/A PC General Funding 15000 332000 14 33 14 212607 531110 -67116 14 6379 18 256538 -67116 475557 408441 false false false false false false false false false false Accounting 6290 0 0 6290 Morgan Stanley 132847 143947 Syntrinsic 5504861 5927337 CVI Clean Energy AT COST 158683 158683 CHAI Equity AT COST 157993 157993 Mad Capital Perennial Fund II AT COST 128515 128515 North Sky Sustainable Infra AT COST 49863 49863 Coinvest Fund One, LP AT COST 5880 20221 Legal 4200 0 0 4200 Chai 18420 18420 CoinVest Fund 8385 8385 CVI Clean Energy 633 614 DUES 1765 1765 Insurance 750 750 Late Admission Charges 13438 13438 Mad Capital 2726 2726 MISCELANEOUS 1737 1737 North Sky 637 637 Rental Expenses 67116 67116 Other Investment Income 6379 6379 Investment Advisory Fees 29984 29984 0 0 Investment Service Fees 1085 1085 0 0 Federal Tax 23760