2025-10-01T16:17:30-05:00 2024-11-30 DR-4856-CA Wildfires McCrimlisk DiTullio & Company 150 S Los Robles Ave Suite 880 Pasadena CA 91101 990PF 2023-12-01 954509163 The Green Foundation c/o George McCrimlisk % MCCRIMLISK DITULLIO & CO LLP GREE 6267440323 150 S Los Robles Ave Suite 880 Pasadena CA 91101 George McCrimlisk Chairman 6267440323 2025-10-01 true true P01341491 6267440323 2025-09-30 2023 2025-03-06 01:10:19Z DR-4856-CA WILDFIRES X 199866728 X 4132825 7099406 7099406 -147944 14464435 25489812 0 196021 415752 25892687 7515158 90492 4525 85967 287231 287231 159027 7475 151552 216988 9211 32778 3530885 200000 50277 2514 47763 20057 20057 867173 844990 5222130 1068715 625348 8298500 8298500 13520630 1068715 8923848 12372057 6446443 10886593 10842581 10842581 130442945 130287032 152709386 21099974 17904042 34864761 36022 36022 1014196 1000000 1450000 163443708 160033655 199866728 17191952 1409842 17191952 1409842 X 146251756 158623813 163443708 160033655 146251756 12372057 158623813 158623813 PUB TRADED SEC - WTC 2100233 1579307 520926 520926 PUB TRADED SEC - UBS 0 1340806 -1340806 -1340806 PUB TRADED SEC - UBS PORTFOLIO MANAGEMENT PROGRAM 688784 636929 51855 51855 PUB TRADED SEC - WELLS FARGO 1496561 975005 521556 521556 PUB TRADED SEC - CITI BANK 5266500 4914065 352435 352435 TOTAL SHORT-TERM COMMON TRUST FUND 1619 1619 1619 TOTAL LONG-TERM COMMON TRUST FUND 1579265 -1579265 -1579265 NGP ENERGY CAPITAL MANAGEMENT 14661 14661 14661 PWP GROWTH EQUITY FUND I LP 7543 7543 7543 -1449476 89606 89606 89606 108027 0 108027 18421 18421 false false false false false true true false true true CA true false false false false true WWW.LIGF.ORG MCCRIMLISK DITULLIO & CO LLP 6267440323 150 S LOS ROBLES SUITE 880 PASADENA CA 91101 false false false false true false false false false false false false false false false false false false false false false false false false GEORGE H MCCRIMLISK 150 S Los Robles Ave Suite 880 Pasadena CA 91101 Chairman of the Board 0 90492 149508 0 RON WILCOX 1569 VIRGINIA ROAD SAN MARINO CA 91108 BOARD MEMBER 0 0 0 0 KATHLEEN MCCRIMLISK 150 S Los Robles Ave Suite 880 Pasadena CA 91101 BOARD MEMBER 0 0 0 0 Brandon DiTullio 150 S Los Robles Ave Suite 880 Pasadena CA 91101 Board Member 0 0 0 0 Jeffrey Smith 150 S Los Robles Ave Suite 880 Pasadena CA 91101 Board Member 0 0 0 0 McCrimlisk DiTullio & Company 150 S Los Robles Ave Suite 880 PASADENA CA 91101 Accounting and Tax 134143 NOT APPLICABLE NOT APPLICABLE 146224172 2701127 42995367 191920666 0 191920666 2878810 189041856 9452093 9452093 89606 89606 9362487 9362487 9362487 8923848 0 0 0 0 8923848 9362487 3987463 2021 2020 2019 0 0 8923848 3987463 4936385 0 0 0 0 4426102 0 0 NOT APPLICABLE NOT APPLICABLE Julianne Green 150 S LOS ROBLES SUITE 880 Pasadena CA 91101 6267936200 APPLICATIONS SHOULD BE SUBMITTED ELECTRONICALLY AT WWW.LIGF.ORG NONE THE GREEN FOUNDATION PRIMARILY FOCUSES ON THE ARTS, EDUCATION AND HUMAN SERVICES IN SOUTHERN CALIFORNIA. THE FUNDING GUIDELINES ARE AVAILABLE AT WWW.LIGF.ORG See Attachment See Attachment Pasadena CA 91101 Charitable Grants 8298500 8298500 14 7099406 531390 -219731 16 71787 531390 15913902 18 -1449467 OTHER PORTFOLIO INCOME 523000 14 343965 15694171 6065691 21759862 false false false false false false false false false false X X 1 Estate of Suzanne Green 150 S Los Robles Suite 880 Pasadena CA 91101 4132825 X GEORGE H MCCRIMLISK MEDICAL EXPENSE BENEFIT PLAN AMOUNT WAS $149,508 VTG LLC 39202 39202 CRESCENT DIRECT LENDING SBIC FUND LP 32 32 CRAIG CROSSING INVESTORS LLC 15874677 15874677 WHITTIER TRUST COMPANY - ACCT 15554225 28465508 JP MORGAN CHASE - ACCT 2023090 915383 UBS FINANCIAL SERVICES - ACCT 84935750 76101160 UBS PORTFOLIO MANAGEMENT -ACCT 6119365 9631655 RCP SECONDARY OPP FUND - CORP 0 0 RCP#2 SECONDARY OPP FUND -CORP 1857458 653838 WELLS FARGO - ACCT 6958636 17039554 AXIOM GLOBAL INC. 0 0 CITI BANK - ACCT 12838508 19902288 WTC VALUE FUND A, LP AT COST 1274639 2013531 WTC INTL FUND A, LP AT COST 642792 697139 CARRICK CAPITAL, LP AT COST 1090583 374759 NGP NAT RES X, LP AT COST 334328 174771 VPC FUND II, LP AT COST 146804 271553 CRESCENT SBIC, LP AT COST 565601 576033 PWP GROWTH, LP AT COST 599934 2605660 CARRICK CAP II, LP AT COST 835870 3287989 VPC FUND III, LP AT COST 2122855 2469413 PWP GROWTH II LP AT COST 289083 1639739 SOUND OFF LLC AT COST 0 0 FUNDRAISE INC AT COST 0 0 LINSE CAPITAL RED II, LLC AT COST 249751 192142 1401 MEDICAL PARK DRIVE 630000 630000 LINSE CAPITAL SKY III LP 250000 245600 LINSE CAPITAL VER II, LLC 248105 249373 REAL ESTATE INVESTMENTS 8623697 19437059 DEPOSIT 14196 0 0 MASSACHUSETTS PROPERTY 1000000 1000000 1450000 INVESTMENT FEES 511839 511839 INSURANCE EXPENSE 17624 BANK CHARGES 236 OTHER PORTFOLIO DEDUCTIONS K-1 333151 333151 FTB & ATTORNEY GENERAL FEE 400 PROPERTY TAX 3923 VTG, LLC -336206 13237 McClintock Sidecar Equity LLC -11705 2 NGP Nat Resources X, LP 81727 24079 WTC Intl LP -66 -66 BOULDER HIGHWAY -51633 -60214 VPC FUND III, LP 284998 284998 Craig Crossing 0 -3899 PWP GROWTH EQQUITY FUND II LP 44019 42287 Crescent SBIC LP 129174 59472 PWP GROWTH EQUITY FUND I LP 45060 45203 VPC FUND II, LP 4991 4991 Other 5662 5662 TAX ON INVESTMENT INCOME 200000 200000 TAX PAID ON UBTI 3330885