Form D · Other Investment Fund

Foundation Green Income Fund, LP

State College, PA · CIK 0001902445

Offering snapshot reported Jun 28, 2023 · SEC filing

Reported sold: $12.7M
Investors reported: 0
Minimum accepted: $250K
First sale: Feb 1, 2022

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jun 28, 2023	Amendment	$12,700,410	No comparison	0	SEC filing
Jan 10, 2022	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-428598

Amount sold is Gross Asset Value of the Fund as of 12/31/2022

Source: Form D, filed Jun 28, 2023. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

FOUNDATION GLOBAL INFRASTRUCTURE FUND, LP

Investment adviser: INVESTMENT RESEARCH PARTNERS LLC

Gross asset value: $23.5M
Beneficial owners: 35
ADV minimum commitment: $250K

Reported in Form ADV on Mar 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator UMB FUND SERVICES MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RICHEY MAY ENGLEWOOD, Colorado, United States

Custodian INTERACTIVE BROKERS GREENWICH, Connecticut, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RICHEY MAY
PCAOB 673

Filing source

Form ADV 2083260 · Mar 26, 2026 · Schedule D 7.B.(1), fund 805-3569802939

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Richard De Fluri	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

232 Regent Court
State College, PA, 16801