2024-10-29T15:45:45-05:00 2023-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2023-01-01 920740048 COLIBRI CATALYST INC COLI 2029877700 1401 K STREET NW 900 WASHINGTON DC 20005 ELIZABETH VANDERWOUDE CFO/TREASURER 2029877700 2024-10-29 1 0 AARON M FOX P01365820 2022274000 2024-10-29 2023 2024-10-15 13:58:12Z ELIZABETH VANDERWOUDE 1401 K STREET NW 900 WASHINGTON DC 20005 286573 0 X WWW.COLIBRI.FINANCE X 2022 DE COLIBRI CATALYST WILL ACCELERATE AND INCREASE THE FLOW OF CAPITAL TO REGENERATIVE AGRICULTURE, AGROFORESTRY, SUSTAINABLE FORESTRY, CONSERVATION AND RESTORATION IN THE GLOBAL SOUTH. 4 1 0 4 0 0 81963 286573 0 0 0 0 0 0 81963 286573 0 0 0 0 0 0 73206 0 0 8757 542132 81963 542132 0 -255559 3520 1628 3520 257187 0 -255559 X COLIBRI CATALYST WILL ACCELERATE AND INCREASE THE FLOW OF CAPITAL TO REGENERATIVE AGRICULTURE, AGROFORESTRY, SUSTAINABLE FORESTRY, CONSERVATION AND RESTORATION IN THE GLOBAL SOUTH. 0 0 275768 GOOD ENERGIES: THE GOOD ENERGIES PROGRAM AIMS TO BUILD DEMAND FOR AND SUPPLY OF NATURAL CLIMATE SOLUTIONS AS AN INVESTMENT CLASS THROUGH AGGREGATION AND RAPID AND ROBUST DEPLOYMENT OF CATALYTIC CAPITAL, THEREBY MAKING A SIGNIFICANT CONTRIBUTION TO MARKET CREATION FOR NATURAL CLIMATE SOLUTIONS. ULTIMATELY COLIBRI ASPIRES TO RE-DIRECT EXISTING AND CATALYZE NEW PRIVATE INVESTMENTS IN NATURAL CLIMATE SOLUTIONS, PAVING THE WAY FOR A NEAR FUTURE WHEN VIRTUALLY ALL FORESTRY AND AGRICULTURE WILL NEED TO BE "CLIMATE-SMART AND WHERE NATURAL CLIMATE SOLUTIONS ARE PROVIDING A SIGNIFICANT CONTRIBUTION TO CLIMATE AND OTHER DEVELOPMENT OUTCOMES. COLIBRI AIMS TO DISRUPT THE STATUS QUO AND USHER IN NEW PATHWAYS FOR PRIVATE CAPITAL THAT WILL ALLOW US TO ACHIEVE THE TRANSFORMATION NEEDED AT THE REQUIRED SCALE. 247163 SDG IMPACT: THE SDG IMPACT PROGRAM IS FOCUSED ON THE DESIGN OF A $10 MILLION PILOT FUND TO OPERATE OVER THE COURSE OF THREE YEARS. THE PILOT WILL DEMONSTRATE THE POTENTIAL FOR A FULL-SCALE $100 MILLION FUND WITH A MINIMUM LIFETIME OF 10 YEARS TO CATALYZE PRIVATE INVESTMENT IN NATURAL CLIMATE SOLUTIONS. THE GOAL OF THE PROGRAM IS TO: (I) EXPAND, AGGREGATE AND DIRECT CATALYTIC CAPITAL TO HIGH-IMPACT PROJECTS, ENTERPRISES AND INTERMEDIARY VEHICLES INVESTING IN NCS IN THE GLOBAL SOUTH; (II) SUPPORT INVESTEES IN THE DEVELOPMENT AND IMPLEMENTATION OF ROBUST FINANCIAL, IMPACT AND ESG MANAGEMENT SYSTEMS, ALL CRITICAL TO ACHIEVE THE FINANCIAL, ECONOMIC, ENVIRONMENTAL AND SOCIAL OUTCOMES NEEDED; (III) ADVISE PRIVATE INVESTORS ON THE OPPORTUNITIES TO INVEST IN NCS; (IV) AND BUILD STRATEGIC PARTNERSHIPS FOR THE DEVELOPMENT OF KEY SEGMENTS OF THE NCS MARKET ECOSYSTEM, INCLUDING CONSERVATION, ORGANIZATIONS, IMPACT MEASUREMENT PROVIDERS, PUBLIC AND PRIVATE INVESTORS AND CORPORATES.THE $10 MILLION PILOT FUND WILL BE DEPLOYED AS TECHNICAL ASSISTANCE AND CAPACITY BUILDING AND EARLY-STAGE GROWTH CAPITAL TO NCS BUSINESSES OR ANCHOR OR FIRST-LOSS CAPITAL TO NCS INTERMEDIARY VEHICLES. THE PILOT FUND AIMS TO LEVERAGE AT LEAST $40 MILLION IN ADDITIONAL PRIVATE SECTOR FINANCING TO NATURAL CLIMATE SOLUTIONS INVESTMENTS. THE PILOT FUND IS EXPECTED TO HELP SEQUESTER OR AVOID 8,000,000 TONNES OF CO2, PUT 200,000 HECTARES OF LAND UNDER LONG-TERM SUSTAINABLE MANAGEMENT AND IMPROVE LIVELIHOODS FOR 60,000 PEOPLE (50% OF THEM WOMEN). 19201 CLUA: THROUGH CLUA PROGRAM COLIBRI CATALYST IS DESIGNING, ADOPTING AND IMPLEMENTING AN IMPACT AND ESG FRAMEWORK THAT MAINTAINS A HIGH STANDARD FOR ESG AND IMPACT AND IS REFLECTIVE OF THE SUSTAINABLE DEVELOPMENT OPPORTUNITIES AND ESG RISKS RELATED TO NATURAL CLIMATE SOLUTIONS AND LOCAL AND INDIGENOUS COMMUNITY. THE FRAMEWORK WILL BE USED TO BUILD THE CAPACITY OF FUNDS AND ENTERPRISES OPERATING IN THE NATURAL CLIMATE SOLUTIONS SECTOR. 542132 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X ELIZABETH VANDERWOUDE 2026705998 1401 K STREET NW 900 WASHINGTON DC 20005 ELIZABETH VANDERWOUDE CFO/TREASURER 2.00 30.00 X X 0 188265 13822 ANDREW STERN BOARD CHAIR 2.00 34.00 X X 0 199677 35530 STEVEN BERGEN BOARD SECRETARY 2.00 38.00 X X 0 151466 24539 BRIAN TRELSTAD BOARD MEMBER 2.00 2.00 X 0 0 0 BELINDA MORRIS CEO 40.00 0.00 X 0 0 0 0 539408 73891 0 0 1 0 KRIN CONSULTING & ADVISORY SERVICES PRINS MAURITSLAAN 46 THE HAGUE NL 2582 LS PROFESSIONAL SERVICES 111064 ANDREANNE GRIMARD 7439 DROLET MONTREAL CA H2R 2C3 PROFESSIONAL SERVICES 106700 BELINDA MORRIS 225 10TH AVENUE SAN FRANCISCO CA 94118 CEO SERVICES 106260 2 286573 286573 286573 0 0 0 X 106260 106260 22648 22648 2060 2060 332132 332132 25 25 4673 4673 905 905 4634 4634 63348 63348 5447 5447 542132 542132 0 0 0 1628 3520 0 3520 1628 377 7685 3143 249502 3520 257187 X 0 -255559 0 -255559 3520 1628 -255559 0 X 0 1 X 1 1 1 X 81963 286573 368536 81963 286573 368536 368536 368536 X PART II, SHORT YEAR EXPLANATION: AS COLIBRI CATALYST WAS INCORPORATED ON SEPTEMBER 26, 2022, A SHORT PERIOD RETURN WAS FILED FOR THE PERIOD ENDED DECEMBER 31, 2022. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO RELATED PARTY 99502 REFUNDABLE GRANT ADVANCES 150000 249502 X PART X, LINE 2: THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2023, AND DETERMINED THAT THERE ARE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. 0 0 0 0 0 0 0 0 0 ANDREW STERN BOARD CHAIR 0 199677 0 0 0 0 0 11286 0 24244 0 235207 0 0 ELIZABETH VANDERWOUDE CFO/TREASURER 0 188265 0 0 0 0 0 11416 0 2406 0 202087 0 0 STEVEN BERGEN BOARD SECRETARY 0 151466 0 0 0 0 0 9315 0 15224 0 176005 0 0 FORM 990, PART VI, SECTION A, LINE 3 COLIBRI CATALYST OUTSOURCED ITS CEO DUTIES TO A CONTRACTOR, BELINDA MORRIS. FOR THE YEAR ENDED DECEMBER 31, 2023, TOTAL FEES FOR THE CEO DUTIES WERE $106,260. FORM 990, PART VI, SECTION B, LINE 11B COLIBRI CATALYST HIRES AN INDEPENDENT CPA FIRM TO PREPARE THE FEDERAL FORM 990. AFTER PREPARATION OF THE FEDERAL FORM 990, MANAGEMENT REVIEWS THE DRAFT FEDERAL FORM 990. ONCE ANY QUESTIONS OR CORRECTIONS ARE ADDRESSED, THE DRAFT FEDERAL FORM 990 IS THEN DISTRIBUTED TO THE FULL BOARD OF DIRECTORS PRIOR TO ELECTRONICALLY FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C A "CONFLICT OF INTEREST," ARISES WHEN A PERSON IN A POSITION OF AUTHORITY OVER AN ORGANIZATION, SUCH AS AN OFFICER, DIRECTOR, OR KEY EMPLOYEE, MAY BENEFIT. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT-OF-INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY AND HAS AGREED TO COMPLY WITH THE POLICY. IN THE EVENT A CONFLICT OF INTEREST EXISTS, AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THEN, THE CHAIR OF THE BOARD OF DIRECTORS OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OF DIRECTORS OR COMMITTEE SHALL DETERMINE WHETHER COLIBRI CATALYST CAN OBTAIN WITH REASONABLE EFFORTS, A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A IN ORDER TO DETERMINE THE OFFICERS' COMPENSATION, MEMBERS OF THE BOARD OF DIRECTORS REVIEWING COMPARABLE DATA INFORMED BY MARKET RESEARCH AND OUTSIDE COUNSEL AS WELL AS VARIOUS SALARY SURVEYS. AFTER REVIEWING THE NECESSARY DATA, MEMBERS OF THE BOARD OF DIRECTORS WILL MAKE A FINAL DECISION REGARDING THE FINAL COMPENSATION AMOUNTS FOR ALL OFFICERS. A COMPENSATION SURVEY WAS LAST USED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 COLIBRI CATALYST MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 332,132. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 332,132. THE GLOBAL DEVELOPMENT INCUATOR INC 1401 K STREET NW SUITE 900 WASHINGTON DC 20005 141945286 DESIGN AND LAUNCH SERVICES FOR NEW SOCIAL IMPACT ORGANIZATIONS AND PARTNERS NY 501(C)(3) LINE 7 N/A 0 GDI SOLUTIONS INC 1401 K STREET NW SUITE 900 WASHINGTON DC 20005 881343562 FACILITATE GRANT FUNDING OPPORTUNITIES DE 501(C)(3) LINE 7 THE GLOBAL DEVELOPMENT INCUATOR INC 0 ISF ADVISORS INC 1401 K STREET NW SUITE 900 WASHINGTON DC 20005 871088927 SUSTAINABLE TRANSFORMATION OF FOOD SYSTEMS AND AGRICULTURAL SUPPLY DC 501(C)(3) LINE 7 THE GLOBAL DEVELOPMENT INCUATOR INC 0 ACELI AFRICA INC 1401 K STREET NW SUITE 900 WASHINGTON DC 20005 843344516 FINANCING AGRICULTURAL SMES IN AFRICA NY 501(C)(3) LINE 7 THE GLOBAL DEVELOPMENT INCUATOR INC 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0