2025-11-17T13:52:55-06:00 2024-12-31 861065772 DELOITTE TAX LLP 50 SOUTH SIXTH STREET MINNEAPOLIS MN 55402 990PF 2024-01-01 364812310 THE LIBRA FOUNDATION LIBR 4155494970 1 LETTERMAN DRIVE SUITE C4-420 SAN FRANCISCO CA 94129 AMY FREIDINGER TREASURER 4155494970 2025-11-17 1 0 SARAH REDDEN P00898534 6123974000 2024 2025-03-06 01:10:19Z X 432160285 X X 6345086 6400859 12432028 58030588 16848360 4313232 3729178 23090346 26978397 0 0 0 24651 24651 0 72393 36197 36197 3049946 926542 2499928 439440 256648 0 1297 0 1870649 1557618 35790 5458376 2801656 2571915 27017100 28017100 32475476 2801656 30589015 -9385130 24176741 10541934 22924156 22924156 748778 681019 748778 748778 8584991 0 0 224912242 200615491 200615491 205869854 204824151 204824151 6484 5187 2594 1297 1297 1369645 3046412 3046412 451962279 432160285 432160285 2354347 2393090 2000000 1000000 873000 743000 5227347 4136090 X 446734932 428024195 446734932 428024195 451962279 432160285 446734932 -9385130 0 437349802 9325607 428024195 PORTFOLIO GAIN/LOSS P 2024-01-01 2024-12-31 52575120 41182228 11392892 11392892 CAPITAL GAIN DISTRIBUTIONS P 2024-01-01 2024-12-31 4008728 4008728 4008728 PARTNERSHIP GAIN/LOSS P 2024-01-01 2024-12-31 1446740 1446740 1446740 16848360 336057 0 336057 0 336057 349194 0 200000 0 549194 X 0 213137 213137 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA NV 1 0 0 1 1 1 WWW.THELIBRAFOUNDATION.ORG TAO CAPITAL PARTNERS LLC 4155494970 1 LETTERMAN DRIVE SUITE C4-420 SAN FRANCISCO CA 94129 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NICHOLAS JPRITZKER 1 LETTERMAN DR SUITE C4-420 SAN FRANCISCO CA 94129 BOARD CHAIR 0.10 0 0 0 JACOB PRITZKER 1 LETTERMAN DR SUITE C4-420 SAN FRANCISCO CA 94129 DIRECTOR 0.10 0 0 0 JOSEPH PRITZKER 1 LETTERMAN DR SUITE C4-420 SAN FRANCISCO CA 94129 DIRECTOR 0.10 0 0 0 AMY FREIDINGER 1 LETTERMAN DR SUITE C4-420 SAN FRANCISCO CA 94129 TREASURER 1.00 0 0 0 JAMES SCHWABA 1 LETTERMAN DR SUITE C4-420 SAN FRANCISCO CA 94129 SECERETARY 1.00 0 0 0 REGAN PRITZKER 1 LETTERMAN DR SUITE C4-420 SAN FRANCISCO CA 94129 CO-PRESIDENT/DIR. OF IMPACT INVESTING 3.00 0 0 0 SUSAN S PRITZKER 1 LETTERMAN DR SUITE C4-420 SAN FRANCISCO CA 94129 CO-PRESIDENT 3.00 0 0 0 SUPRIYA PILLAI START FROM 12162024 1 LETTERMAN DR SUITE C4-420 SAN FRANCISCO CA 94129 PRESIDENT 20.00 0 0 0 ISAAC PRITZKER 1 LETTERMAN DR SUITE C4-420 SAN FRANCISCO CA 94129 DIRECTOR 0.10 0 0 0 LORI D MILLS THROUGH 12162024 1 LETTERMAN DR SUITE C4-420 SAN FRANCISCO CA 94129 VICE PRESIDENT 5.00 0 0 0 CRYSTAL HAYLING THROUGH 6032024 1 LETTERMAN DR SUITE C4-420 SAN FRANCISCO CA 94129 EXECUTIVE DIRECTOR 20.00 0 0 0 NONE 0 TAO RISING LLC 1 LETTERMAN DRIVE SUITE C4-420 SAN FRANCISCO CA 94129 CONSULTING & GRANTMAKING SERVICES 2300000 BOSTON COMMON INT'L SOCIAL FUND LLC 200 STATE STREET 7TH FLOOR BOSTON MA 02109 INVESTMENT MANAGEMENT 376523 BOSTON TRUST WALDEN COMPANY 1 BEACON ST 33 BOSTON MA 02108 INVESTMENT MANAGEMENT 272867 ASSET CONSULTING GROUP LLC 231 SOUTH BEMISTON AVENUE ST LOUIS MO 63105 INVESTMENT ADVISORY 200000 AMALGAMATED CHARITABLE FOUNDATION 1825 K STREET NW WASHINGTON DC 20006 PHILANTHROPIC ADVISORY 165928 0 JUST TRANSITION INTEGRATED CAPITAL FUND IS A DEMONSTRATION PROJECT THAT WILL MAKE NON-EXTRACTIVE INVESTMENTS IN LOCAL COMMUNITIES IN THE FORM OF 0% TERM LOANS AND ACCOMPANYING GRANTS. 2000000 2000000 228278820 23308245 183415077 435002142 0 0 435002142 6525032 428477110 21423856 21423856 336057 336057 21087799 0 21087799 0 21087799 30589015 2000000 32589015 21087799 0 0 420452 26361421 11593964 13401724 7577115 59354676 32589015 0 0 0 21087799 11501216 0 0 70855892 0 0 0 0 0 0 420452 70435440 26361421 11593964 13401724 7577115 11501216 NICHOLAS JPRITZKER X AMALGAMATED CHARITABLE FOUNDATION 1825 K STREET NW WASHINGTON DC 20006 PC GENERAL SUPPORT 9000000 AMALGAMATED CHARITABLE FOUNDATION 1825 K STREET NW WASHINGTON DC 20006 PC GENERAL SUPPORT 19000000 MCE SOCIAL CAPITAL 5758 GEARY BLVD 261 SAN FRANCISCO CA 94121 PC GENERAL SUPPORT 17100 28017100 AMALGAMATED CHARITABLE FOUNDATION 1825 K STREET NW WASHINGTON DC 20006 PC GENERAL SUPPORT 1000000 1000000 14 6345086 14 4327351 18 12432028 UNRELATED BUSINESS INCOME/LOSS 901101 -14119 -14119 23104465 0 23090346 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 72393 36197 36197 FORM 990-PF, PART VI-B LINE 1(A) (2) LINE 1A (2) OF PART VI-B IS ANSWERED YES. AN INTEREST FREE LOAN FOR EXPENSES OF LESS THAN $1,000 WAS MADE BY TAO CAPITAL PARTNERS LLC, AN ENTITY WHOLLY OWNED BY NICHOLAS J. PRITZKER AND HIS FAMILY, TO THE LIBRA FOUNDATION. FORM 990-PF, PART VI-B LINE 1(A) (3) LINE 1A (3) OF PART VI-B IS ANSWERED YES. TAO CAPITAL PARTNERS LLC, AN ENTITY OWNED BY NICHOLAS J. PRITZKER AND HIS FAMILY, PROVIDED ACCOUNTING AND TAX SERVICES TO THE LIBRA FOUNDATION WITHOUT CHARGE. PART VI-A, LINE 11 NAME OF CONTROLLED ENTITY LIBRA SOCIAL INVESTMENT FUND LLCEMPLOYER ID NUMBER: 36-4812310ADDRESS: 1 LETTERMAN DRIVE, SUITE C4-420 SAN FRANCISCO, CA 94127DESCRIPTION OF TRANSFER: CAPITAL CONTRIBUTIONAMOUNT OF TRANSFER: $1,271 APERIO GROUP 33998842 33998842 ADASINA SOCIAL CAPITAL 24259607 24259607 CRA QUALIFIED INVESTMENT FUND 20715226 20715226 EVERYTABLE, PBC 3500000 3500000 EVERYTABLE, PBC 718970 718970 FIREBRAND, PBC 2054302 2054302 IMPAX WORLD GLOBAL ENVIRONMENT 17199544 17199544 IMPACT AFFORDBLE HOUSING(OWNS) 21059837 21059837 KBI GB'L INVEST AQUARIUS FUND 24960288 24960288 MAYVENN, INC 3219738 3219738 SPARK COMMUNITY INVESTMENT COM 4985575 4985575 ULTRANAUTS INC. 1818388 1818388 WALDEN LARGE CAP EQUITY 26270483 26270483 WALDEN SMALL/MID CAP EQUITY 12254606 12254606 YERDLE, INC. 2663133 2663133 UNREALIZED GAIN/LOSS - CORPORATE STOCKS 936952 936952 ABERDEEN US PE III(OFFSHORE) FMV 42909 42909 ABERDEEN US PE IV (OFFSHORE) FMV 161625 161625 ABERDEEN US PE V (OFFSHORE) FMV 988609 988609 ABERDEEN VP VI (OFFSHORE) FMV 148475 148475 ABERDEEN VP VII (OFFSHORE) FMV 368865 368865 ABERDEEN VP VIII (OFFSHORE) FMV 1922694 1922694 ACLIMA, INC FMV 2790146 2790146 ADOBE MEZZANINE FUND II, LP FMV 949090 949090 AEW CORE PROP TRUST (U.S.) LP FMV 22814630 22814630 APIS & HERITAGE LEGACY FUND I FMV 599465 599465 ARTWORK FMV 31688 31688 BLACKSTAR STABILITY FUND I FMV 45826 45826 BOSTON COMMON INT'L SOCIAL FU FMV 67471648 67471648 CLEANFIBER, LLC FMV 2271020 2271020 COLLAB FUND I, LLC FMV 609935 609935 COMPLETE SOLARIA, INC. FMV 581773 581773 CORE INNOVATION CAP III, L.P. FMV 4001314 4001314 CORNBREAD INVESTORS LP, LLC FMV 1000000 1000000 DIRT CAPITAL PARTNERS 2018 LLC FMV 1051938 1051938 ECOSYSTEM INTEGRITY FUND III FMV 1074963 1074963 ECOTRUST FORESTS III, LLC FMV 1906814 1906814 GLOBAL IMPACT FUND, GAWA FMV 537285 537285 HCAP PARTNERS IV, L.P. FMV 992165 992165 HCAP PARTNERS V, L.P. FMV 1476248 1476248 HURUMA FUND I FMV 1580362 1580362 ILLUMEN CAPITAL, LP FMV 715924 715924 IMPACT AMERICA FUND II, L.P. FMV 951270 951270 IMPACT AMERICA FUND, L.P. FMV 272081 272081 IMPACT ENGINE PRIVATE EQUITY FMV 1689844 1689844 IMPACT ENGINE PRIVATE EQUITYII FMV 460220 460220 IMPACT ENGINE VENTURES II, LP FMV 915839 915839 IMPAX GB'L RESOUCE OPT FUND LP FMV 22058030 22058030 IMPERATIVE INVESTMENT II, LLC FMV 449628 449628 INVESTECO SUSTAIN FOOD FUND II FMV 2754939 2754939 KAPOR CAPITAL III, L.P. FMV 279514 279514 MAC VENTURE CAPITAL 2019 LP FMV 2329805 2329805 MAC VENTURE CAPITAL II, LP FMV 736819 736819 MACRO CONTENT FUND I, LLC FMV 537992 537992 MACRO MEDIA, LLC FMV 631207 631207 MAKENA CAP SPLITTER X/BLOCKER Y FMV 4141702 4141702 METROPOLITAN REAL ESTATE PARTNERS GLOBAL II, LP FMV 46759 46759 NIA IMPACT SOLUTIONS FUND FMV 44049180 44049180 RAVEN II INT'L FEEDER LP FMV 263140 263140 RESPONSIBLE EM EQUITY ESG FUND FMV 154320 154320 ROSE AFFORD HP V REIT LP FMV 2223159 2223159 ROSE AFFORDABLE HP IV REIT LP FMV 3442535 3442535 RUTHLESS FOR GOOD FUND I, L.P. FMV 300757 300757 LEGAL FEES 24651 24651 0 DEPOSIT 46412 46412 46412 PROGRAM RELATED INVESTMENTS 1000000 3000000 3000000 PREPAID TAX 323233 0 0 UNREALIZED GAIN/LOSS 9325607 PARTNERSHIP EXPENSES 1834859 1557618 0 OTHER EXPENSES 35790 0 35790 OTHER PORTFOLIO INCOME 302216 22471 302216 PARTNERSHIP INCOME 209685 188123 209685 PARTNERSHIP INTEREST AND DIVIDENDS 3815450 3518584 3815450 UNRELATED BUSINESS INCOME/LOSS -14119 -14119 DEFERRED TAXES 873000 743000 CONSULTING FEES 2300000 0 2300000 PORTFOLIO EXPENSE 36900 36900 0 INVESTMENT MANAGEMENT FEES 713046 889642 199928 FEDERAL/STATE TAXES 185870 0 0 PARTNERSHIP FOREIGN TAXES 253570 256540 0 PORTFOLIO FOREIGN TAXES 0 108 0 LIBRA SOCIAL INVESTMENT FUND LLC 1 LETTERMAN DRIVE SUITE C4-420 SAN FRANCISCO CA 94127 364812310 CAPITAL CONTRIBUTION 1271 1271