SURDNA FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SURDNA FOUNDATION INC (EIN 13-6108163)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202401369349105115
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T16:13:44-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PARK AVENUE 38TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136108163 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SURDNA FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | ATT MARC DE VENOGE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MATTHEW WALEGIR CONTROLLER | InCareOfNm |
| Business Name Control | SURD | BusinessNameControlTxt |
| Phone | 2125570010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 MADISON AVENUE FL 25 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Marc De Venoge | PersonNm |
| Person Title | vp finance & admin. | PersonTitleTxt |
| Phone | 2125570010 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Marc | PersonFirstNm |
| Person Last | De Venoge | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paul Hammerschmidt | PreparerPersonNm |
| PTIN | P01384178 | PTIN |
| Phone | 2128858000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,166,632,706 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $858,058 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $858,058 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,892,086 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,240,140 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,257,958 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $58,491,380 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,581,013 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $150,439,898 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$18,905,512 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $193,448,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,773,699 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,374,989 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $103,642 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,167,706 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,818,457 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,818,457 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,721,573 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $28,820 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,673,540 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $179,731 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $162,166 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $17,565 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $153,552 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $125,302 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,198,071 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,799,811 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,398,260 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,865,124 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $376,899 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $188,833 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $1,007,999 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $1,007,999 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $704,554 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $704,554 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $36,620 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $36,620 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $613,221 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,361,828 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $613,221 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,862,724 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,861,416 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,563,224 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,679,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,655,193 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,542,174 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,861,416 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,218,417 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $87,905,826 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $912,283 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $23,608,553 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $38,143,225 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $38,143,225 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $166,983 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $181,252 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $181,252 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $35,369,185 | CorporateStockBOYAmt |
| Corporate Stock EOY | $67,720,183 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $67,720,183 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,146,831,193 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,019,005,568 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,019,005,568 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,812,861 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,339,505 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,662,189 | LandBOYAmt |
| Land EOY | $1,473,356 | LandEOYAmt |
| Land EOYFMV | $1,473,356 | LandEOYFMVAmt |
| Other Assets BOY | $14,736,190 | OtherAssetsBOYAmt |
| Other Assets EOY | $40,109,122 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $40,109,122 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,222,374,293 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,166,632,706 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,166,632,706 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,654,107 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $665,361 | AccountsPayableEOYAmt |
| Grants Payable BOY | $30,702,939 | GrantsPayableBOYAmt |
| Grants Payable EOY | $65,506,621 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $8,043,515 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $33,357,046 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $74,215,497 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,189,017,247 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,092,417,209 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,189,017,247 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,092,417,209 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,222,374,293 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,166,632,706 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,189,017,247 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $87,905,826 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,276,923,073 | SubtotalAmt |
| Other Decreases | $184,505,864 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,092,417,209 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $56,927,755 | $35,910,367 | $21,017,388 | $21,017,388 |
| NET CAPITAL GAIN FROM PARTNERSHIPS | $1,563,625 | $1,563,625 | $1,563,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,581,013 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,681 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,681 | SubtotalAmt |
| Tax Based On Investment Income | $12,681 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,289,998 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,289,998 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $227 | EsPenaltyAmt |
| Overpayment | $1,277,090 | OverpaymentAmt |
| Applied To ES Tax | $1,277,090 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SURDNA.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEW WALEGIR CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125570010 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DONALD CHEN | ||||||||
| 200 MADISON AVENUE FL 25 | NEW YORK | NY | 10016 | PRESIDENT/CEO | 40.0 | $680,396 | $124,975 | $0 |
| MARC DE VENOGE | ||||||||
| 200 MADISON AVENUE FL 25 | NEW YORK | NY | 10016 | VP FINANCE AND ADMINISTRATION | 40.0 | $518,209 | $96,067 | $0 |
| JONATHAN GOLDBERG | ||||||||
| 200 MADISON AVENUE FL 25 | NEW YORK | NY | 10016 | DIR. OF LEARNING & GRANT OPER. | 40.0 | $327,879 | $97,245 | $0 |
| FRANCISCO TORRES-CAMPOS | ||||||||
| 200 MADISON AVENUE FL 25 | NEW YORK | NY | 10016 | PROGRAM DIR. THRIVING CULTURES | 40.0 | $198,704 | $59,951 | $0 |
| ADAM CONNAKER | ||||||||
| 200 MADISON AVENUE FL 25 | NEW YORK | NY | 10016 | Director - Impact Investing | 40.0 | $258,909 | $50,715 | $0 |
| MEKAELIA DAVIS | ||||||||
| 200 MADISON AVENUE FL 25 | NEW YORK | NY | 10016 | PROGRAM DIR - INCLUSIVE ECONO. | 40.0 | $95,773 | $33,194 | $0 |
| ELIZABETH CAHILL | ||||||||
| 200 MADISON AVENUE FL 25 | NEW YORK | NY | 10016 | DIRECTOR OF COMMUNICATIONS | 40.0 | $295,119 | $85,141 | $0 |
| CARRA COTE-ACKAH | ||||||||
| 200 MADISON AVENUE FL 25 | NEW YORK | NY | 10016 | CHAIRPERSON | 1.0 | $0 | $0 | $0 |
| CAITLIN BOGER-HAWKINS | ||||||||
| 200 MADISON AVENUE FL 25 | NEW YORK | NY | 10016 | VICE CHAIRPERSON | 1.0 | $0 | $0 | $0 |
| PETER C VOORHEES | ||||||||
| 200 MADISON AVENUE FL 25 | NEW YORK | NY | 10016 | TREASURER/SECRETARY | 1.0 | $0 | $0 | $0 |
| JUDY BELK | ||||||||
| 200 MADISON AVENUE FL 25 | NEW YORK | NY | 10016 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| DAVIS BENEDICT | ||||||||
| 200 MADISON AVENUE FL 25 | NEW YORK | NY | 10016 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| CAMERON GRIFFITH | ||||||||
| 200 MADISON AVENUE FL 25 | NEW YORK | NY | 10016 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| MELISSA D ARIENZO | ||||||||
| 200 MADISON AVENUE FL 25 | NEW YORK | NY | 10016 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| KELLY D NOWLIN | ||||||||
| 200 MADISON AVENUE FL 25 | NEW YORK | NY | 10016 | DIRECTOR (THRU 11/22) | 1.0 | $0 | $0 | $0 |
| TRACY PALANDJIAN | ||||||||
| 200 MADISON AVENUE FL 25 | NEW YORK | NY | 10016 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| ELIZABETH SHOGREN | ||||||||
| 200 MADISON AVENUE FL 25 | NEW YORK | NY | 10016 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| TIMOTHY D THORPE | ||||||||
| 200 MADISON AVENUE FL 25 | NEW YORK | NY | 10016 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| MIGUEL SANTANA | ||||||||
| 200 MADISON AVENUE FL 25 | NEW YORK | NY | 10016 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| GWEN WALDEN | ||||||||
| 200 MADISON AVENUE FL 25 | NEW YORK | NY | 10016 | DIRECTOR (THRU 9/22) | 1.0 | $0 | $0 | $0 |
| SHARI T WILSON | ||||||||
| 200 MADISON AVENUE FL 25 | NEW YORK | NY | 10016 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| OMMED SATHE | ||||||||
| 200 MADISON AVENUE FL 25 | NEW YORK | NY | 10016 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MATT WALEGIR | ||||||||
| 200 MADISON AVENUE FL 25 | NEW YORK | NY | 10016 | CONTROLLER | 40.0 | $321,625 | $76,742 | $0 |
| PATRICE GREEN | ||||||||
| 200 MADISON AVENUE FL 25 | NEW YORK | NY | 10016 | VP PROGRAMS | 40.0 | $267,273 | $47,454 | $0 |
| JOSHUA ELLIOTT | ||||||||
| 200 MADISON AVENUE FL 25 | NEW YORK | NY | 10016 | HR DIRECTOR | 40.0 | $223,811 | $42,330 | $0 |
| JASMIN CASTILLO | ||||||||
| 200 MADISON AVENUE FL 25 | NEW YORK | NY | 10016 | HEAD OF ADMIN. | 40.0 | $216,021 | $73,092 | $0 |
| SOPHY LO | ||||||||
| 200 MADISON AVENUE FL 25 | NEW YORK | NY | 10016 | PROGRAM OFFICER | 40.0 | $214,771 | $73,358 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 13 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES | |||||||||
| 100 SUMMER STREET | BOSTON | MA | 02110 | INVESTMENT CONSULT. | $1,700,000 | ||||
| THE NORTHERN TRUST COMPANY | |||||||||
| 50 S LASALLE STREET | CHICAGO | IL | 60675 | CUSTODIAL BANK | $492,546 | ||||
| Silchester | |||||||||
| INVESTMENT MGMT. | $242,936 | 1 BURTON STREET | LONDON | UK | W1J 6TL | ||||
| BDO USA | |||||||||
| 200 PARK AVENUE 38TH FLOOR | NEW YORK | NY | 10016 | AUDIT & TAX | $172,927 | ||||
| NewSouth Capital Management | |||||||||
| 999 S Shady Grove Road SUITE 501 | MEMPHIS | TN | 38120 | INVESTMENT MGMT. | $116,204 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 11 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | INVESTMENT IN CHICAGO TREND CORPORATION (SEE GENERAL EXPLANATION ATTACHMENT FOR CONTINUATION) | Description1Txt |
| Expenses1 | $528,009 | Expenses1Amt |
| Description2 | INVESTMENT IN IMPACT ENGINE PRIVATE EQUITY FUND, LP (SEE GENERAL EXPLANATION ATTACHMENT FOR CONTINUATION) | Description2Txt |
| Expenses2 | $268,388 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $421,293 | AllOtherProgramRltdInvstTotAmt |
| Total | $1,217,690 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $205,386,208 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,688,274 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $909,306,002 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,163,380,484 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,163,380,484 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,450,707 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,145,929,777 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,296,489 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,296,489 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,681 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,681 | TotalTaxAmt |
| Distributable Before Adj | $57,283,808 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,539,826 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $59,823,634 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $59,823,634 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,218,417 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,217,690 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $66,436,107 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $59,823,634 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $3,062,774 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $482,525 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $3,545,299 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,436,107 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $59,823,634 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,612,473 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,157,772 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $10,157,772 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $3,062,774 | ExcessFromYear3Amt |
| Excess From Year2 | $482,525 | ExcessFromYear2Amt |
| Excess From Current Year | $6,612,473 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SURDNA FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 MADISON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2125570010 | RecipientPhoneNum |
| Form And Info And Materials | SURDNA FOUNDATION'S WEBSITE PROVIDES THE RESOURCES ELIGIBILITY, GUIDELINES AND FREQUENTLY ASKED QUESTIONS IN CONNECTION WITH GRANT APPLICATIONS. WWW.SURDNA.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO DEADLINES FOR LETTERS OF INQUIRY (LOI). LOI'S ARE ACCEPTED ON A ROLLING BASIS THROUGH T | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE SURDNA FOUNDATION SEEKS TO FOSTER SUSTAINABLE COMMUNITIES IN THE UNITED STATES - COMMUNITIES GUIDED BY PRINCIPLES OF SOCIAL JUSTICE AND DISTINGUISHED BY HEALTHY ENVIRONMENTS, INCLUSIVE ECONOMIES, AND THRIVING CULTURES. FOR OVER FIVE GENERATIONS, THE FOUNDATION HAS BEEN GOVERNED LARGELY BY DESCENDANTS OF JOHN E. ANDRUS AND HAS DEVELOPED A TRADITION OF INNOVATIVE SERVICE FOR THOSE IN NEED OF HELP OR OPPORTUNITY. HTTPS://SURDNA.ORG/PROSPECTIVE-GRANTEES/ | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (349 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 2164 | |||||||
| 445 Park Avenue Suite 16A | New York | NY | 10022 | No relationship | PC | General Support | $50,000 |
| 3Arts | |||||||
| 200 West Madison Street | Chicago | IL | 60606 | No relationship | PC | General Support | $12,500 |
| A Little Piece of Light | |||||||
| 356 Marcus Garvey Blvd | Brooklyn | NY | 11221 | No relationship | PC | General Support | $10,000 |
| Accelerate 500-Black Gravity | |||||||
| 1400 16th street NW | Washington | DC | 20009 | No relationship | PC | General Support | $1,370,600 |
| Action Center on Race and the Economy Institute | |||||||
| 1901 West Carroll Avenue 3rd Floor | Chicago | IL | 60612 | No relationship | PC | General Support | $100,000 |
| Access Reproductive Care - Southeast | |||||||
| PO Box 570132 | Atlanta | GA | 30357 | No relationship | PC | General Support | $500 |
| Addison County Community Trust-Yellow House Commun | |||||||
| 272 Main St PO Box 311 | Vergennes | VT | 05491 | No relationship | PC | General Support | $5,000 |
| Adventures In Learning | |||||||
| 65 High Street | Manhasset | NY | 11030 | No relationship | PC | General Support | $1,250 |
| AI for the People Inc | |||||||
| 2 St Felix Place | Brooklyn | NY | 11217 | No relationship | PC | General Support | $150,000 |
| Ali Forney Center | |||||||
| 224 West 35th Street | New York | NY | 10001 | No relationship | PC | General Support | $500 |
| Alight | |||||||
| 1325 Quincy St NE Ste A1 | Minneapolis | MN | 55413 | No relationship | PC | General Support | $5,000 |
| ALIGN the Alliance for a Greater New York | |||||||
| 50 Broadway 29th Fl | New York | NY | 10004 | No relationship | PC | General Support | $150,000 |
| Alliance For Justice | |||||||
| Eleven Dupont Circle NW Suite 500 | Washington | DC | 20036 | No relationship | PC | General Support | $50,000 |
| Allied Media Projects Inc | |||||||
| 4126 Third St | Detroit | MI | 48201 | No relationship | PC | General Support | $375,000 |
| Alternate ROOTS Inc | |||||||
| 1207 Caroline St | Atlanta | GA | 30307 | No relationship | PC | General Support | $475,000 |
| Amalgamated Charitable Foundation | |||||||
| 1825 K Street NW | Washington | DC | 20006 | No relationship | PC | General Support | $285,000 |
| Amazon Biodiversity Center | |||||||
| PO Box 96503 PMB42410 | Washingon | DC | 200906503 | No relationship | PC | General Support | $20,000 |
| American Impact Capital-Our Body Politic | |||||||
| 10 Violet Ln | Westport | CT | 06880 | No relationship | PC | General Support | $250,000 |
| Amherst College Trustees | |||||||
| Smith House PO Box 5000 | Amherst | MA | 010025000 | No relationship | PC | General Support | $20,000 |
| Amyotrophic Lateral Sclerosis Association | |||||||
| PO Box 37022 | Boone | IA | 500370022 | No relationship | PC | General Support | $1,000 |
| Appalachian Mountain Club | |||||||
| 5 Joy Street | Boston | MA | 02108 | No relationship | PC | General Support | $10,000 |
| Asian American Coalition for Children and Families | |||||||
| 50 Broad Street Suite 1701 | New York | NY | 10004 | No relationship | PC | General Support | $3,000 |
| Asian AmericansPacific Islanders in Philanthropy | |||||||
| 300 Frank Ogawa Plaza | Oakland | CA | 94612 | No relationship | PC | General Support | $68,355 |
| Asian Pacific Environmental Network | |||||||
| 426 17th Street Suite 500 | Oakland | CA | 94612 | No relationship | PC | General Support | $150,000 |
| Aspen Institute | |||||||
| 2300 N Street NW | Washington | DC | 20037 | No relationship | PC | General Support | $150,000 |
| Association for Enterprise Opportunity | |||||||
| 1310 L Street NW Suite 830 | Washington | DC | 20005 | No relationship | PC | General Support | $200,000 |
| AsylumWorks | |||||||
| 2121 Decatur Pl NW Suite 4 | Washington | DC | 20008 | No relationship | PC | General Support | $15,000 |
| Atlanta Educational Telecommunications Collaborati | |||||||
| 740 Bismark Rd NE | Atlanta | GA | 30324 | No relationship | PC | General Support | $500 |
| Auburn Theological Seminary-Brava Media | |||||||
| 475 Riverside Drive Suite 1800 | New York | NY | 10115 | No relationship | PC | General Support | $20,000 |
| B Lab Company | |||||||
| 155 E Lancaster Avenue 2nd Floor | Wayne | PA | 19087 | No relationship | PC | General Support | $20,000 |
| Bend the Arc - A Jewish Partnership for Justice-Fu | |||||||
| 330 7th Ave | New York | NY | 10001 | No relationship | PC | General Support | $125,000 |
| Black Entrepreneur Market | |||||||
| 224 State St | Hudson | NY | 12534 | No relationship | PC | General Support | $1,250 |
| Black Farmer Fund | |||||||
| 2161 Prospect Ave | Bronx | NY | 10457 | No relationship | PC | General Support | $125,000 |
| Black Innovation Alliance | |||||||
| 1954 Airport Road 1107 | Atlanta | GA | 30341 | No relationship | PC | General Support | $150,000 |
| BlackStar Projects Inc | |||||||
| 1901 S 9th Street | Philadelphia | PA | 19148 | No relationship | PC | General Support | $300,000 |
| BoardSource | |||||||
| 750 9th Street | Washington | DC | 20001 | No relationship | PC | General Support | $25,000 |
| Borealis Philanthropy | |||||||
| 126 N 3rd St STE 500 | Minneapolis | MN | 55401 | No relationship | PC | General Support | $250,000 |
| Boston Foundation-New Commonwealth Fund | |||||||
| 75 Arlington Street | Boston | MA | 02116 | No relationship | PC | General Support | $250,000 |
| Boston Impact Initiative Fund | |||||||
| PO Box 300443 | Jamaica Plain | MA | 02130 | No relationship | PC | General Support | $200,000 |
| Boys and Girls Clubs of Puerto Rico | |||||||
| 501 Avenida Roberto H Todd | San Juan | PR | 00907 | No relationship | PC | General Support | $80,000 |
| Bread & Roses Community Fund | |||||||
| 1315 Walnut Street | Philadelphia | PA | 19107 | No relationship | PC | General Support | $13,000 |
| Breast Cancer Prevention Partners | |||||||
| 1388 Sutter Street Suite 400 | San Francisco | CA | 941095400 | No relationship | PC | General Support | $30,000 |
| Bridging | |||||||
| 201 West 87th Street | Bloomington | MN | 55420 | No relationship | PC | General Support | $5,000 |
| Bright Hope Baptist Church | |||||||
| 1601 N 12th St | Philadelphia | PA | 19122 | No relationship | PC | General Support | $6,000 |
| Broadway For Arts Education | |||||||
| 357 West 37th Street | New York | NY | 10018 | No relationship | PC | General Support | $26,500 |
| California Youth Connection | |||||||
| C/O Foster Youth in Action | Emeyville | CA | 94608 | No relationship | PC | General Support | $75,000 |
| Calvary Hospital | |||||||
| 1740 Eastchester Road | Bronx | NY | 10461 | No relationship | PC | General Support | $500 |
| Campaign for the Fair Sentencing of Youth | |||||||
| 1319 F St NW | Washington | DC | 20004 | No relationship | PC | General Support | $90,000 |
| Candid | |||||||
| 32 Old Slip 24th Floor | New York | NY | 10005 | No relationship | PC | General Support | $25,000 |
| Cantus | |||||||
| 1202 Marquette Ave S Suite 100 | Minneapolis | MN | 55403 | No relationship | PC | General Support | $5,000 |
| Career Development Academy | |||||||
| 6600 Pleasant Ave | Minneapolis | MN | 55423 | No relationship | PC | General Support | $10,000 |
| Center for Cultural Innovation | |||||||
| 244 South San Pedro Street Suite | Los Angeles | CA | 90012 | No relationship | PC | General Support | $1,030,000 |
| Center for Economic Democracy - Boston Ujima Proje | |||||||
| 434 Massachusetts Avenue | Boston | MA | 02118 | No relationship | PC | General Support | $250,000 |
| Center for Effective Philanthropy | |||||||
| 675 Massachusetts Avenue 7th Floor | Cambridge | MA | 02139 | No relationship | PC | General Support | $75,000 |
| Center for Evaluation Innovation (formerly sponsor | |||||||
| 1660 L St NW | Washington | DC | 20036 | No relationship | PC | General Support | $12,500 |
| Center for Heirs Property Preservation | |||||||
| 1535 Sam Rittenberg Blvd | Charleston | SC | 29407 | No relationship | PC | General Support | $200,000 |
| Center for Independent Documentary | |||||||
| 55 Green Street | Newton | MA | 02458 | No relationship | PC | General Support | $45,000 |
| Center for Law and Social Policy | |||||||
| 1200 18th Street NW | Washington | DC | 20036 | No relationship | PC | General Support | $75,000 |
| Center for Popular Democracy | |||||||
| 449 Troutman Street Suite A | Brooklyn | NY | 11237 | No relationship | PC | General Support | $75,000 |
| Center for Story-based Strategy | |||||||
| 654 13th Street | Oakland | CA | 94612 | No relationship | PC | General Support | $275,000 |
| Cha-Ami Japanese Cultural Center | |||||||
| 7215 116thPl N Champlin | Champlin | MN | 55316 | No relationship | PC | General Support | $5,000 |
| Chapin Hall at The University of Chicago | |||||||
| 1313 East 60th Street | Chicago | IL | 60616 | No relationship | PC | General Support | $50,000 |
| Chewonki Foundation Inc | |||||||
| 485 Chewonki Neck Road | Wiscasset | ME | 04578 | No relationship | PC | General Support | $23,750 |
| Children's Aid Society | |||||||
| 711 Third Avenue Suite 700 | New York | NY | 10017 | No relationship | PC | General Support | $10,000 |
| Church of Saint Mary's | |||||||
| 1300 Northern Boulevard | Manhasset | NY | 11030 | No relationship | PC | General Support | $15,000 |
| Cincinnati USA Regional Chamber Foundation | |||||||
| 3 East 4th Street Suite 200 | Cincinnati | OH | 45202 | No relationship | PC | General Support | $200,000 |
| Climate Justice Alliance | |||||||
| 1960 University Ave | Berkeley | CA | 94704 | No relationship | PC | General Support | $100,000 |
| Coalition for Juvenile Justice | |||||||
| 1319 F Street NW Suite 402 | Washintgon | DC | 20004 | No relationship | PC | General Support | $50,000 |
| Coalition For the Homeless | |||||||
| 129 Fulton Street | New York | NY | 10038 | No relationship | PC | General Support | $10,000 |
| Code Fever Miami | |||||||
| 937 NW 3rd Ave | Miami | FL | 33136 | No relationship | PC | General Support | $175,000 |
| Collegebound Foundation | |||||||
| 2601 Howard St Suite 210 | Baltimore | MD | 21218 | No relationship | PC | General Support | $60,000 |
| Columbia County Sanctuary Movement | |||||||
| PO BOX 785 | Hudson | NY | 12534 | No relationship | PC | General Support | $1,250 |
| Columbia University | |||||||
| Office of Alumni Development | New York | NY | 10025 | No relationship | PC | General Support | $100,000 |
| Committee Against Anti-Asian Violence | |||||||
| 55 Hester Street Storefront | New York | NY | 10002 | No relationship | PC | General Support | $100,000 |
| Common Counsel Foundcation-Movement for Black Live | |||||||
| 1624 Franklin Street | Oakland | CA | 94612 | No relationship | PC | General Support | $550,000 |
| Common Future | |||||||
| 2323 Broadway | Oakland | WA | 94612 | No relationship | PC | General Support | $290,000 |
| Common Justice | |||||||
| 540 Atlantic Avenue 4th Floor | Brooklyn | NY | 11217 | No relationship | PC | General Support | $65,000 |
| Commonwealth Foundation For Inclusive Democracy | |||||||
| 1442 A Walnut Street 42 | Berkeley | CA | 94709 | No relationship | PC | General Support | $50,000 |
| Communities United | |||||||
| 1742 N Natchez | Chicago | IL | 60707 | No relationship | PC | General Support | $75,000 |
| Communities United for Restorative Youth Justice | |||||||
| 4749 N Kedzie | Chicago | IL | 60625 | No relationship | PC | General Support | $50,000 |
| Community Initiatives | |||||||
| 1000 Broadway Suite 480 | Oakland | CA | 94607 | No relationship | PC | General Support | $75,000 |
| Community Labor United | |||||||
| 8 Beacon Street 5th Floor | Boston | MA | 02108 | No relationship | PC | General Support | $100,000 |
| Confluence Philanthropy | |||||||
| 436 14th Street Suite 900 | Oakland | CA | 94612 | No relationship | PC | General Support | $50,000 |
| Cookie Cart | |||||||
| 1119 West Broadway Ave | Minneapolis | MN | 55411 | No relationship | PC | General Support | $5,000 |
| Corbin Hill Food Project | |||||||
| 475 Riverside Drive Suite 244 | New York | NY | 10015 | No relationship | PC | General Support | $125,000 |
| Creative Justice Initiative | |||||||
| 930 Grand Concourse | Bronx | NY | 10451 | No relationship | PC | General Support | $30,000 |
| Dallas Social Venture Partners | |||||||
| 12900 Preston Road Suite 1220 | Dallas | TX | 75230 | No relationship | PC | General Support | $175,000 |
| Designing Justice Designing Spaces | |||||||
| 1423 Broadway | Oakland | CA | 94612 | No relationship | PC | General Support | $350,000 |
| Didtechnology Inc | |||||||
| 625 Broad Street | Newark | NJ | 07102 | No relationship | PC | General Support | $200,000 |
| Doctors Without Borders | |||||||
| 333 7th Avenue 2nd Floor | New York | NY | 100045004 | No relationship | PC | General Support | $10,000 |
| East Bay Community Foundation | |||||||
| 200 Frank Ogawa Plaza | Oakland | CA | 94612 | No relationship | PC | General Support | $513,000 |
| Economic Policy Institute | |||||||
| 1225 Eye St NW Suite 600 | Washington | DC | 20005 | No relationship | PC | General Support | $225,000 |
| Economic Security Project | |||||||
| 51 E 12th St Fl 2 | New York | NY | 10003 | No relationship | PC | General Support | $75,000 |
| Edith C Baker PTO | |||||||
| 205 Beverly Road | Chestnut Hill | MA | 02467 | No relationship | PC | General Support | $500 |
| EdVestors | |||||||
| 140 Clarendon St | Boston | MA | 02116 | No relationship | PC | General Support | $2,500 |
| Efforts of Grace Inc | |||||||
| 1712 Oretha Castle Haley Blvd | New Orleans | LA | 70113 | No relationship | PC | General Support | $350,000 |
| Ella Baker Center for Human Rights | |||||||
| 1970 Broadway Suite 1125 | Oakland | CA | 94612 | No relationship | PC | General Support | $50,000 |
| Emerald Cities Collaborative Inc | |||||||
| 1140 Connecticut Ave NW Suite 121 | Washington | DC | 20036 | No relationship | PC | General Support | $100,000 |
| Emerging Practitioners in Philanthropy | |||||||
| 201 N Union Street Suite 110 | Alexandria | VA | 22314 | No relationship | PC | General Support | $50,000 |
| Environmental Defense Fund | |||||||
| 257 Park Avenue South | New York | NY | 10010 | No relationship | PC | General Support | $10,000 |
| Environmental Grantmakers Association | |||||||
| Attn Corinne Sigismund | New York | NY | 10115 | No relationship | PC | General Support | $10,000 |
| Environmental Health Coalition | |||||||
| 2727 Hoover Avenue | National City | CA | 91950 | No relationship | PC | General Support | $150,000 |
| Epic Church | |||||||
| PO Box 41028 | Philadelphia | PA | 19127 | No relationship | PC | General Support | $4,500 |
| Equal Justice USA | |||||||
| 81 Prospect Street | Brooklyn | NY | 11201 | No relationship | PC | General Support | $45,000 |
| Families and Friends of Louisiana's Incarcerated C | |||||||
| 1307 Oretha Castle Haley Blvd | New Orleans | LA | 70113 | No relationship | PC | General Support | $50,000 |
| Financial Services Stakeholder Project NFP | |||||||
| 2513 N Central Park Avenue | Chicago | IL | 60647 | No relationship | PC | General Support | $125,000 |
| Foundation for Appalachian Kentucky | |||||||
| 420 Main Street | Hazard | KY | 41701 | No relationship | PC | General Support | $50,000 |
| Foundation for Louisiana | |||||||
| 4354 S Sherwood Forest Blvd | Baton Rouge | LA | 70816 | No relationship | PC | General Support | $225,000 |
| Founders First Community Development Corporation | |||||||
| 9920 Pacific Heights Blvd | San Diego | CA | 92121 | No relationship | PC | General Support | $150,000 |
| Fountain Valley School of Colorado | |||||||
| 6155 Fountain Valley School Road | Colorado Springs | CO | 80911 | No relationship | PC | General Support | $6,250 |
| Fractured Atlas Productions Inc | |||||||
| 248 West 35th Street | New York | NY | 100012505 | No relationship | PC | General Support | $600,652 |
| Free Press | |||||||
| 1025 Connecticut Ave NW Suite 111 | Washington | DC | 20036 | No relationship | PC | General Support | $450,000 |
| Free Root Operation | |||||||
| 4131 S State St | Chicago | IL | 60609 | No relationship | PC | General Support | $500 |
| Friedreichs Ataxia Research Alliance FARA | |||||||
| 102 Pickering Way Suite 200 | Exton | PA | 19341 | No relationship | PC | General Support | $500 |
| Friends of the Livingston Public Library | |||||||
| 10 Robert H Harp Drive | Livingston | NJ | 07039 | No relationship | PC | General Support | $750 |
| Fund for the City of New York | |||||||
| Attn JMac for Families | New York | NY | 100131590 | No relationship | PC | General Support | $42,100 |
| Funders for Lesbian and Gay Issues Inc | |||||||
| 45 West 36th Street 8th Floor | New York | NY | 10018 | No relationship | PC | General Support | $65,000 |
| Georgia WAND Education Fund Inc | |||||||
| 250 Georgia Avenue | Atlanta | GA | 30312 | No relationship | PC | General Support | $50,000 |
| Girls for Gender Equity Inc | |||||||
| 25 Chapel Street | Brooklyn | NY | 11201 | No relationship | PC | General Support | $75,000 |
| Gleaners Community Food Bank Inc | |||||||
| 2131 Beaufait | Detroit | MI | 48207 | No relationship | PC | General Support | $1,000 |
| Global Impact Investing Network | |||||||
| 1 Battery Park Plaza | New York | NY | 10004 | No relationship | PC | General Support | $50,000 |
| Good Jobs First | |||||||
| 1616 P Street NW | Washington | DC | 20036 | No relationship | PC | General Support | $200,000 |
| Good Old Lower East Side Inc | |||||||
| 173 Avenue B | New York | NY | 10009 | No relationship | PC | General Support | $95,000 |
| Grantmakers Concerned with Immigrants & Refugees | |||||||
| P O BOX 2178 | Petaluma | CA | 94953 | No relationship | PC | General Support | $25,000 |
| Grantmakers for Effective Organizations | |||||||
| 1310 L Street NW 650 | Washington | DC | 20005 | No relationship | PC | General Support | $50,000 |
| Grantmakers in the Arts | |||||||
| 522 Courtlandt Avenue | Bronx | NY | 104515008 | No relationship | PC | General Support | $250,000 |
| Grassroots Global Justice | |||||||
| 2000 14th St NW Ste 104 73768 | Washington | MD | 20056 | No relationship | PC | General Support | $400,000 |
| Greater Milwaukee Committee for Community Developm | |||||||
| 247 Freshwater Way Suite 400 | Milwaukee | WI | 53204 | No relationship | PC | General Support | $225,000 |
| Greater New Orleans Foundation | |||||||
| 919 St Charles Avenue | New Orleans | LA | 70130 | No relationship | PC | General Support | $175,000 |
| Green Minneapolis | |||||||
| 81 S 9th Street | Minneapolis | MN | 55401 | No relationship | PC | General Support | $2,500 |
| Greenlining Institute | |||||||
| 360 14th Street 2nd Floor | Oakland | CA | 94602 | No relationship | PC | General Support | $155,000 |
| Grist Magazine | |||||||
| 1201 Western Avenue Suite 410 | Seattle | WA | 98101 | No relationship | PC | General Support | $1,250 |
| Groundswell Fund | |||||||
| 548 Market Street 49734 | San Francisco | CA | 94104 | No relationship | PC | General Support | $800,000 |
| Groundwork Bridgeport Inc | |||||||
| 1001 Main Street | Bridgeport | CT | 06604 | No relationship | PC | General Support | $750 |
| Hawthorne Valley Association | |||||||
| 327 County Route 21C | Ghent | NY | 12075 | No relationship | PC | General Support | $1,250 |
| Hedgebrook | |||||||
| PO Box 1231 | Freeland | WA | 98429 | No relationship | PC | General Support | $20,000 |
| Helen Keller International | |||||||
| One Dag Hammarskjold Plaza Floor 2 | New York | NY | 10017 | No relationship | PC | General Support | $7,500 |
| Hester Street | |||||||
| 113 Hester Street | New York | NY | 10002 | No relationship | PC | General Support | $475,000 |
| Higher Purpose Co | |||||||
| 130 Desoto Ave Suite 10 | Clarksdale | MS | 38614 | No relationship | PC | General Support | $195,000 |
| Highlander Research & Education Center Inc | |||||||
| 1959 Highlander Way | New Market | TN | 37820 | No relationship | PC | General Support | $600,000 |
| Hill School | |||||||
| 860 Beech Street | Pottstown | PA | 19464 | No relationship | PC | General Support | $15,000 |
| Hillman Accelerator | |||||||
| 1311 Vive Street | Cincinnati | OH | 45202 | No relationship | PC | General Support | $205,000 |
| Hispanics In Philanthropy | |||||||
| 414 13th Street Suite 200 | Oakland | CA | 94612 | No relationship | PC | General Support | $3,000 |
| I Love Venezuela Foundation | |||||||
| 7747 Atlantic Way | Miami | FL | 33141 | No relationship | PC | General Support | $20,000 |
| ICA Fund | |||||||
| 1714 Franklin St | Oakland | CA | 94612 | No relationship | PC | General Support | $150,000 |
| Immigration Institute of the Bay Area | |||||||
| 58 2nd Street 3rd Floor | San Francisco | CA | 94105 | No relationship | PC | General Support | $5,000 |
| Immokalee Foundation | |||||||
| 4316 Upton Avenue South 206 | Minneapolis | MN | 55410 | No relationship | PC | General Support | $5,000 |
| Impact Capital Managers Institute Inc | |||||||
| 200 N Mangum Street Suite 203 | Durham | NC | 27701 | No relationship | PC | General Support | $50,000 |
| Impact Experience Institute | |||||||
| 1700 Jones Street Apt 1 | San Francisco | CA | 94109 | No relationship | PC | General Support | $4,000 |
| Indigenous Environmental NetworkIndigenous Educat | |||||||
| PO Box 485 | Bemidji | MN | 56619 | No relationship | PC | General Support | $100,000 |
| Inquiring Systems Inc - Southeast African Americ | |||||||
| 101 Brookwood Ave | Santa Rosa | CA | 95404 | No relationship | PC | General Support | $100,000 |
| Institute for Entrepreneurial Leadership | |||||||
| 550 Broad Street 15th floor | Newark | NJ | 07102 | No relationship | PC | General Support | $100,000 |
| Institute for Policy Studies | |||||||
| 6930 Piney Branch Road NW | Washington | DC | 20012 | No relationship | PC | General Support | $75,000 |
| International Refugee Assistance Project a | |||||||
| One Battery Park Plaza 33rd Floor | New York | NY | 10004 | No relationship | PC | General Support | $10,000 |
| International Rescue Committee | |||||||
| PO Box 96651 | Washington | DC | 200906651 | No relationship | PC | General Support | $10,000 |
| Interreligious Foundation for Community Organizati | |||||||
| 418 West 145th | New York | NY | 10031 | No relationship | PC | General Support | $85,000 |
| Ironbound Community Corporation | |||||||
| 317 Elm St | Newark | NJ | 07105 | No relationship | PC | General Support | $155,000 |
| ISAIAH | |||||||
| 2356 University Ave W | St Paul | MN | 55114 | No relationship | PC | General Support | $250,000 |
| Jeremiah Program | |||||||
| 615 1st Ave Northeast Ste 210 | Minneapolis | MN | 55413 | No relationship | PC | General Support | $5,000 |
| John E Andrus Memorial Inc | |||||||
| 185 Old Broadway | HastingsonHudson | NY | 10706 | No relationship | PC | General Support | $2,001,000 |
| Julia Dyckman Andrus Memorial | |||||||
| 1156 North Broadway | Yonkers | NY | 10701 | No relationship | PC | General Support | $2,001,000 |
| Just in Time for Foster Youth | |||||||
| PO Box 601627 | San Diego | CA | 92160 | No relationship | PC | General Support | $90,000 |
| Justice Funders | |||||||
| 436 14th Street Suite 700 | Oakland | CA | 94612 | No relationship | PC | General Support | $200,000 |
| Juvenile Law Center | |||||||
| 1315 Walnut Street Suite 400 | Philadelphia | PA | 19107 | No relationship | PC | General Support | $100,000 |
| Kairos Alive | |||||||
| 4316 Upton Avenue South 206 | Minneapolis | MN | 55305 | No relationship | PC | General Support | $5,000 |
| Katal Center for Health Equity and Justice | |||||||
| 147 Prince St | Brooklyn | NY | 11201 | No relationship | PC | General Support | $50,000 |
| Kentucky Coalition Inc | |||||||
| PO Box 145 | London | KY | 40743 | No relationship | PC | General Support | $213,424 |
| Kids Rethink New Orleans Schools | |||||||
| 2020 OC Haley BLVD | New Orleans | LA | 70113 | No relationship | PC | General Support | $60,000 |
| LA Plaza de Cultura y Artes | |||||||
| 501 N Main St | Los Angeles | CA | 90012 | No relationship | PC | General Support | $45,000 |
| Lake Country School Montessori Learning Environmen | |||||||
| 3755 Pleasant Avenue South | Minneapolis | MN | 55409 | No relationship | PC | General Support | $5,000 |
| Lineage Project | |||||||
| 228 Park Ave S | New York | NY | 10003 | No relationship | PC | General Support | $50,000 |
| Living Cities | |||||||
| 1040 Avenue of the Americas 17th F | New York | NY | 10018 | No relationship | PC | General Support | $600,000 |
| Local Progress Policy Institute | |||||||
| 1730 M Street Suite 1115 | Washington | DC | 20036 | No relationship | PC | General Support | $300,000 |
| Louisiana Center for Children's Rights | |||||||
| 1100-B Milton Street | New Orleans | LA | 70122 | No relationship | PC | General Support | $80,000 |
| Make the Road New York | |||||||
| 301 Grove Street | Brooklyn | NY | 11237 | No relationship | PC | General Support | $125,000 |
| Maria Seymour Brooker Memorial | |||||||
| 157 Litchfield St | Torrington | CT | 06790 | No relationship | PC | General Support | $5,000 |
| Marist College | |||||||
| 3399 North Road | Poughkeepsie | NY | 12601 | No relationship | PC | General Support | $8,333 |
| Massachusetts College of Art and Design Foundation | |||||||
| 621 Huntington Avenue | Boston | MA | 02446 | No relationship | PC | General Support | $400,000 |
| Massachusetts General Hospital | |||||||
| Mass General Development Office | Boston | MA | 021141100 | No relationship | PC | General Support | $15,000 |
| McKee Botanical Gardens | |||||||
| 350 US Highway 1 | Vero Beach | FL | 32962 | No relationship | PC | General Support | $5,000 |
| Mentoring Partnership of Minnesota | |||||||
| 615 First Ave Northeast Ste 125 | Minneapolis | MN | 55413 | No relationship | PC | General Support | $5,000 |
| Metropolitan Economic Development Association | |||||||
| 250 Second Ave South Suite 106 | Minneapolis | MN | 55401 | No relationship | PC | General Support | $225,000 |
| Milton Academy | |||||||
| 170 Center Street | Milton | MA | 02186 | No relationship | PC | General Support | $19,000 |
| MinKwon Center for Community Action | |||||||
| 133-29 41st Avenue | Queens | NY | 11355 | No relationship | PC | General Support | $100,000 |
| Minneapolis Parks Foundation | |||||||
| 4800 Minnehaha Ave | Minneapolis | MN | 55417 | No relationship | PC | General Support | $2,500 |
| Mission Investors Exchange | |||||||
| 417 Fifth Avenue 8th Floor | New York City | NY | 10036 | No relationship | PC | General Support | $100,000 |
| MoveForward | |||||||
| 1001 Highway 7 Room 237 | Hopkins | MN | 55305 | No relationship | PC | General Support | $5,000 |
| Movement Strategy Center | |||||||
| PO BOX 511 | Rodeo | CA | 09457 | No relationship | PC | General Support | $300,000 |
| Ms Foundation for Women | |||||||
| 12 MetroTech Center 26th Floor | Brooklyn | NY | 11201 | No relationship | PC | General Support | $7,500 |
| Multiplier - New York Energy Democracy Alliance | |||||||
| 548 Market St | San Francisco | CA | 941045401 | No relationship | PC | General Support | $100,000 |
| National Alliance to End Homelessness | |||||||
| 1518 K Street NW 2nd Floor | Washington | DC | 20005 | No relationship | PC | General Support | $1,000 |
| National Association of Latino Arts and Cultures ( | |||||||
| 1208 Buena Vista | San Antonio | TX | 78207 | No relationship | PC | General Support | $500,000 |
| National Association for Latino Community Asset Bu | |||||||
| 5404 Wurzbach Road | San Antonio | TX | 78238 | No relationship | PC | General Support | $175,000 |
| National Black Food and Justice Alliance | |||||||
| 1470 Ralph David Abernathy Blvd SW | Atlanta | GA | 30310 | No relationship | PC | General Support | $100,000 |
| National Center for Family Philanthropy | |||||||
| 1667 K Street NW Suite 550 | Washington | DC | 20006 | No relationship | PC | General Support | $182,620 |
| National Committee for Responsive Philanthropy | |||||||
| 1900 L Street NW Suite 825 | Washington | DC | 20036 | No relationship | PC | General Support | $50,000 |
| National Domestic Workers Alliance | |||||||
| 395 Hudson Street 4th Floor | New York | NY | 10014 | No relationship | PC | General Support | $100,000 |
| National Economic and Social Rights Initiative (NE | |||||||
| 90 John Street Suite 501 | New York | NY | 10038 | No relationship | PC | General Support | $75,000 |
| National Employment Law Project | |||||||
| 90 Broad Street Suite 1100 | New York | NY | 10004 | No relationship | PC | General Support | $255,000 |
| National Housing InstituteShelterforce | |||||||
| 60 S Fullerton Ave Suite 202 | Montclair | NJ | 07042 | No relationship | PC | General Support | $75,000 |
| National Immigration Law Center | |||||||
| 3435 Wilshire Boulevard Ste 2850 | Los Angeles | CA | 90010 | No relationship | PC | General Support | $50,000 |
| National Juvenile Justice Network | |||||||
| 1424 K Street NW | Washington | DC | 20005 | No relationship | PC | General Support | $75,000 |
| National Korean American Service & Education Conso | |||||||
| 4300 North California Avenue | Chicago | IL | 60618 | No relationship | PC | General Support | $100,000 |
| National Low Income Housing Coalition | |||||||
| 1000 Vermont Avenue NW Suite 500 | Washington | DC | 20005 | No relationship | PC | General Support | $120,000 |
| National Network for Youth | |||||||
| 741 8th Street SE | Washington | DC | 20003 | No relationship | PC | General Support | $50,000 |
| National Network of Abortion Funds | |||||||
| 9450 SW Gemini Dr | Beaverton | OR | 970087105 | No relationship | PC | General Support | $750 |
| National Performance Network | |||||||
| PO Box 56698 | New Orleans | LA | 701566698 | No relationship | PC | General Support | $475,000 |
| National Urban Fellows | |||||||
| 1120 Avenue of the Americas | New York | NY | 10036 | No relationship | PC | General Support | $265,000 |
| Native Americans in Philanthropy | |||||||
| 1000 N Alameda St | Los Angeles | CA | 90012 | No relationship | PC | General Support | $150,000 |
| NDN Collective | |||||||
| 317 Main Street | Rapid City | SD | 57701 | No relationship | PC | General Support | $625,000 |
| Neighborhood Associates | |||||||
| 1101 30th St NW 4th Floor | Washington | DC | 20007 | No relationship | PC | General Support | $100,000 |
| Neighborhood Funders Group | |||||||
| 300 Frank H Ogawa Plaza | Oakland | CA | 94612 | No relationship | PC | General Support | $450,000 |
| NEO Philanthropy Inc | |||||||
| 45 W 36th Street 6th Floor | New York | NY | 10018 | No relationship | PC | General Support | $200,000 |
| Network For Strong Communities Inc | |||||||
| 80 Mayson Ave NE | Atlanta | GA | 30307 | No relationship | PC | General Support | $500 |
| New Economy Coalition | |||||||
| PO Box 390503 | Cambridge | MA | 02139 | No relationship | PC | General Support | $75,000 |
| New Growth Innovation Network | |||||||
| 30 West Monroe Street Suite 510 | Chicago | IL | 60603 | No relationship | PC | General Support | $140,000 |
| New Jersey Environmental Justice Alliance | |||||||
| PO Box 1398 | Summit | NJ | 07902 | No relationship | PC | General Support | $205,000 |
| New Venture Fund | |||||||
| 1828 L Street NW | Washington | DC | 20036 | No relationship | PC | General Support | $2,971,945 |
| New York City Environmental Justice Alliance | |||||||
| 462 36th St 3F | Brooklyn | NY | 11232 | No relationship | PC | General Support | $150,000 |
| New York Community Trust | |||||||
| 909 Third Avenue 22nd Floor | New York | NY | 10022 | No relationship | PC | General Support | $150,000 |
| New York Foundation | |||||||
| 150 West 30th Street 14th FL | New York | NY | 10001 | No relationship | PF | General Support | $212,000 |
| New York Public Radio | |||||||
| 160 Varick Street | New York | NY | 10013 | No relationship | PC | General Support | $314 |
| New York State Youth Leadership Council | |||||||
| 217 Centre St Suite 343 | New York | NY | 10013 | No relationship | PC | General Support | $5,000 |
| Newark Museum of Art | |||||||
| 49 Washington Street | Newark | NJ | 07102 | No relationship | PC | General Support | $10,000 |
| Next City | |||||||
| 100 South Broad Street Suite 730 | Philadelphia | PA | 19110 | No relationship | PC | General Support | $225,000 |
| Nonprofit Information Networking Association | |||||||
| 88 Broad Street Suite 101 | Boston | MA | 02110 | No relationship | PC | General Support | $150,000 |
| North Carolina Association of Black Lawyer Land Lo | |||||||
| PO Box 179 | Durham | NC | 22702 | No relationship | PC | General Support | $125,000 |
| North Star Fund | |||||||
| 520 Eighth Avenue Suite 1800 | New York | NY | 10018 | No relationship | PC | General Support | $1,375,450 |
| Northeastern Minnesotans for Wilderness | |||||||
| 807 Broadway St NE Suite 16 | Minneapolis | MN | 55413 | No relationship | PC | General Support | $2,500 |
| Northeastern University | |||||||
| 360 Huntington Avenue | Boston | MA | 02115 | No relationship | PC | General Support | $100,000 |
| Northside Achievement Zone | |||||||
| 2123 West Broadway Ave 100 | Minneapolis | MN | 55411 | No relationship | PC | General Support | $5,000 |
| Northwest Bronx Community & Clergy Coalition | |||||||
| 103 E 196th Street | Bronx | NY | 10462 | No relationship | PC | General Support | $100,000 |
| One Voice Inc | |||||||
| 1072 JR Lynch Street | Jackson | MS | 39203 | No relationship | PC | General Support | $125,000 |
| Open Collective Foundation | |||||||
| 440 N Barranca Avenue 3717 | Covina | CA | 91723 | No relationship | PC | General Support | $150,000 |
| Opportunity Agenda | |||||||
| 575 8th Ave | New York | NY | 10016 | No relationship | PC | General Support | $200,000 |
| OTV Open Television | |||||||
| 3255 N Broadway St | Chicago | IL | 60657 | No relationship | PC | General Support | $350,000 |
| Pacific Community Ventures Inc | |||||||
| 1714 Franklin St | Oakland | CA | 94612 | No relationship | PC | General Support | $200,000 |
| Pan Massachusetts Challenge Trust | |||||||
| PO Box 415590 | Boston | MA | 024415590 | No relationship | PC | General Support | $6,000 |
| Panorama Global | |||||||
| 2101 4th Avenue Suite 2100 | Seattle | WA | 98121 | No relationship | PC | General Support | $200,000 |
| Penumbra Theatre Company | |||||||
| 270 North Kent Street | Saint Paul | MN | 55102 | No relationship | PC | General Support | $5,000 |
| People's Action Institute | |||||||
| 810 N Milwaukee Ave | Chicago | IL | 60642 | No relationship | PC | General Support | $100,000 |
| Perception Institute | |||||||
| 165 Court Street | Brooklyn | NY | 11201 | No relationship | PC | General Support | $412,500 |
| Philadelphia Museum of Art | |||||||
| Box 7646 | Philadelphia | PA | 191017646 | No relationship | PC | General Support | $25,000 |
| Philanthropy New York - NYC Small Business Funder | |||||||
| 320 East 43rd Street | New York | NY | 10017 | No relationship | PC | General Support | $100,000 |
| Pie Ranch | |||||||
| 2080 Cabrillo Hwy | Pescadero | CA | 94060 | No relationship | PC | General Support | $50,000 |
| Planned Parenthood Federation of America | |||||||
| PO Box 97166 | Washington | DC | 200907166 | No relationship | PC | General Support | $26,000 |
| PolicyLink | |||||||
| 1438 Webster Street | Oakland | CA | 94612 | No relationship | PC | General Support | $600,000 |
| Possibility Labs | |||||||
| 1410 Franklin Street | San Francisco | CA | 94109 | No relationship | PC | General Support | $750,005 |
| President and Fellows of Harvard College | |||||||
| Harvard College Fund | Cambridge | MA | 02138 | No relationship | PC | General Support | $120,000 |
| Project South | |||||||
| 9 Gammon Ave SE | Atlanta | GA | 30315 | No relationship | PC | General Support | $1,375,000 |
| Project Truth and Reconciliation Inc | |||||||
| 780 Saint Marks Ave | Brooklyn | NY | 11213 | No relationship | PC | General Support | $125,000 |
| Proteus Fund | |||||||
| 15 Research Drive | Amherst | MA | 01002 | No relationship | PC | General Support | $300,000 |
| Public Advocates Inc | |||||||
| 131 Steuart Street Suite 300 | San Francisco | CA | 94105 | No relationship | PC | General Support | $100,000 |
| Puente Human Rights Movement | |||||||
| 1937 W Adams Street | Phoenix | AZ | 85009 | No relationship | PC | General Support | $50,000 |
| Quail Valley Charities Inc | |||||||
| 2345 Highway A1A | Vero Beach | FL | 32963 | No relationship | PC | General Support | $5,000 |
| Race Forward | |||||||
| 145 East 57Th Street Fourth Floor | New York | NY | 10022 | No relationship | PC | General Support | $575,000 |
| Rainbow Serpent Inc | |||||||
| 1431 N Highland Ave | Pittsburgh | PA | 15206 | No relationship | PC | General Support | $25,576 |
| repower Fund | |||||||
| 2639 Nicollet Ave | Minneapolis | MN | 55408 | No relationship | PC | General Support | $250,000 |
| Reading Partners NYC | |||||||
| 499 7th Ave | New York | NY | 10018 | No relationship | PC | General Support | $20,000 |
| Refugee Support Services of The Carolinas | |||||||
| PO Box 220224 | Charlotte | NC | 28222 | No relationship | PC | General Support | $500 |
| Right to the City Alliance Inc | |||||||
| 388 Atlantic Avenue | New York | NY | 11217 | No relationship | PC | General Support | $400,000 |
| Rockefeller Philanthropy Advisors | |||||||
| 6 W 48th St 10th Floor | New York | NY | 10036 | No relationship | PC | General Support | $325,000 |
| Roosevelt Institute | |||||||
| 570 Lexington Ave 5th Floor | New York | NY | 10022 | No relationship | PC | General Support | $200,000 |
| RSF Social Finance | |||||||
| 1002 A OReilly Avenue | San Francisco | CA | 94129 | No relationship | PC | General Support | $1,000,000 |
| Rutgers University Foundation | |||||||
| 33 knightsburdge 2nd Fl East | Piscataway | NJ | 08854 | No relationship | PC | General Support | $285,000 |
| SOUL Sisters Leadership Collective | |||||||
| 1951 NW 7th Ave | Miami | FL | 33136 | No relationship | PC | General Support | $50,000 |
| Safe Passage Project Corporation | |||||||
| 185 West Broadway | New York | NY | 10013 | No relationship | PC | General Support | $50,000 |
| Safe Passages - Advance Peace | |||||||
| 250 Frank H Ogawa Plaza Ste 6306 | Oakland | CA | 94612 | No relationship | PC | General Support | $50,000 |
| Save the Children | |||||||
| 501 Kings Highway East Suite 400 | Fairfield | CT | 06825 | No relationship | PC | General Support | $1,000 |
| Scholarship Fund of Alexandria | |||||||
| 3330 King Street | Alexandria | VA | 223023001 | No relationship | PC | General Support | $5,000 |
| School Justice Project | |||||||
| 1805 7th Street NW | Washington | DC | 20001 | No relationship | PC | General Support | $75,000 |
| Senior Community Services | |||||||
| 10201 Wayzata Blvd 33 | Hopkins | MN | 55305 | No relationship | PC | General Support | $5,000 |
| Sexual Minority Youth Assistance League | |||||||
| 410 7th Street SE | Washington | DC | 200032707 | No relationship | PC | General Support | $15,000 |
| Shadhika Project Inc | |||||||
| 1031 33rd Street | Denver | CO | 80205 | No relationship | PC | General Support | $1,125 |
| Silver Lining Mentoring | |||||||
| 727 Atlantic Ave 3rd Floor | Boston | MA | 02111 | No relationship | PC | General Support | $75,000 |
| Smile Train | |||||||
| 245 Fifth Avenue Suite 2201 | New York | NY | 10016 | No relationship | PC | General Support | $500 |
| Smithsonian Institution | |||||||
| 600 Maryland Dr SW | Washington | DC | 20024 | No relationship | PC | General Support | $5,000 |
| Social and Environmental Entrepreneurs-Funders For | |||||||
| 23532 Calabasas Road Suite A | Calabasas | CA | 91302 | No relationship | PC | General Support | $550,000 |
| Social Good Fund | |||||||
| 12651 San Pablo Ave | Richmond | CA | 94805 | No relationship | PC | General Support | $150,000 |
| Social Science Research Council | |||||||
| One Pierrepont Plaza 300 Cadman Pl | Brooklyn | NY | 11201 | No relationship | PC | General Support | $500,000 |
| Solar Responders Inc | |||||||
| 902 Broadway | New York | NY | 10010 | No relationship | PC | General Support | $90,000 |
| Solidaire Network | |||||||
| 1423 Broadway 314 | Oakland | CA | 94612 | No relationship | PC | General Support | $50,000 |
| Southeast Asia Resource Action Center | |||||||
| 1628 16th St NW | Washington | DC | 20009 | No relationship | PC | General Support | $100,000 |
| Southwest Georgia Project For Community Education | |||||||
| 1216 Dawson Road Suite 108 | Albany | NY | 31707 | No relationship | PC | General Support | $100,000 |
| St Mary's RC Church | |||||||
| 1300 Northern Blvd | Manhasset | NY | 11030 | No relationship | PC | General Support | $1,000 |
| St Paul's School | |||||||
| 325 Pleasant Street | Concord | NH | 033012591 | No relationship | PC | General Support | $25,000 |
| Stand for Children Leadership Center TN | |||||||
| 1350 Concourse Ave Suite 434 | Memphis | TN | 38104 | No relationship | PC | General Support | $100,000 |
| Stand Up Nashville | |||||||
| PO Box 292583 | Nashville | TN | 37229 | No relationship | PC | General Support | $50,000 |
| Strategic Actions for a Just Economy | |||||||
| 152 West 32nd Street | Los Angeles | CA | 90007 | No relationship | PC | General Support | $75,000 |
| Sweet Water Foundation | |||||||
| 5749 S Perry Avenue | Chicago | IL | 60621 | No relationship | PC | General Support | $400,000 |
| Taller Salud Inc | |||||||
| PR-187 Km 242 Parcelas Vieques Me | Loiza | PR | 007720524 | No relationship | PC | General Support | $75,500 |
| Taproot Earth (formlerly sponsored by Project Sout | |||||||
| PO Box 521217 | Tulsa | OK | 74152 | No relationship | PC | General Support | $300,000 |
| Technology Association of Grantmakers | |||||||
| 200 W Madison Street | Chicago | IL | 60606 | No relationship | PC | General Support | $25,000 |
| Techsoup Global | |||||||
| 435 Brannan St Suite 100 | San Francisco | CA | 94107 | No relationship | PC | General Support | $50,000 |
| The Action Lab | |||||||
| 23 Barnes Road | Ossining | NY | 10562 | No relationship | PC | General Support | $30,000 |
| The Asian American Education Project | |||||||
| PO Box 26120 | Los Angeles | CA | 900260120 | No relationship | PC | General Support | $50,000 |
| The Brooklyn Museum | |||||||
| 200 Eastern Parkway | Brooklyn | NY | 11238 | No relationship | PC | General Support | $560 |
| The Center for Cultural Power | |||||||
| 360 Grand Ave | Oakland | CA | 94610 | No relationship | PC | General Support | $250,000 |
| The Citizens Foundation | |||||||
| 2900 Wilcrest Dr Suite 225 | Houston | TX | 77042 | No relationship | PC | General Support | $5,069 |
| The Communications Network | |||||||
| 1717 North Naper Blvd | Naperville | IL | 60563 | No relationship | PC | General Support | $100,000 |
| The Conservation Fund | |||||||
| 1655 N Fort Myer Drive Suite 1300 | Arlington | VA | 22209 | No relationship | PC | General Support | $150,000 |
| The Equity Alliance | |||||||
| PO Box 331821 | Nashville | TN | 372031821 | No relationship | PC | General Support | $25,000 |
| The Forum for Youth Investment | |||||||
| 7064 Eastern Avenue NW | Washington | DC | 200122031 | No relationship | PC | General Support | $60,000 |
| The Goodnation Foundation | |||||||
| C/O Rob Hansen | New York | NY | 10012 | No relationship | PC | General Support | $50,000 |
| The Laundromat Project Inc | |||||||
| 1476 Fulton St | Brooklyn | NY | 11216 | No relationship | PC | General Support | $300,000 |
| The Legal Rights Center | |||||||
| 1611 Park Ave S | Minneapolis | MN | 55404 | No relationship | PC | General Support | $100,000 |
| The Lighthouse Black Girl Project | |||||||
| PO Box 607 | Jackson | MS | 39205 | No relationship | PC | General Support | $65,000 |
| The New York Women's Foundation | |||||||
| 39 Broadway 23 Fl | New York | NY | 10006 | No relationship | PC | General Support | $75,000 |
| THE POINT Community Development Corporation | |||||||
| 940 Garrison Ave | Bronx | NY | 10474 | No relationship | PC | General Support | $125,000 |
| The Redress Movement | |||||||
| PO Box 1232 | West Tisbury | MA | 02575 | No relationship | PC | General Support | $150,000 |
| The Sentencing Project | |||||||
| 1705 DeSales St NW | Washington | DC | 20036 | No relationship | PC | General Support | $75,000 |
| The Solutions Project | |||||||
| 4096 Piedmont Ave 728 | Oakland | CA | 94609 | No relationship | PC | General Support | $150,000 |
| The Tender Foundation | |||||||
| 2792 East Point St Unit 108 | East Point | GA | 30344 | No relationship | PC | General Support | $540 |
| The US Climate Action Network | |||||||
| 1367 Connecticut Avenue NW | Washington | DC | 20036 | No relationship | PC | General Support | $100,000 |
| The Village of Arts and Humanities | |||||||
| 2544 Germantown Avenue | Philadelphia | PA | 19133 | No relationship | PC | General Support | $225,000 |
| Third Sector New England Inc | |||||||
| 89 South Street Suite 700 | Boston | MA | 02111 | No relationship | PC | General Support | $305,000 |
| Threewalls | |||||||
| 2738 West North Avenue | Chicago | IL | 60647 | No relationship | PC | General Support | $480,000 |
| Tides Center | |||||||
| PO Box 399385 | San Francisco | CA | 941399385 | No relationship | PC | General Support | $630,000 |
| Tides Foundation | |||||||
| PO Box 29903 The Presidio | San Francisco | CA | 941290903 | No relationship | PC | General Support | $205,000 |
| Transform Finance Inc | |||||||
| 420 5th Avenue 19th FL | New York | NY | 10018 | No relationship | PC | General Support | $200,000 |
| Transforming Power Fund | |||||||
| 7700 2nd Ave Suite 507 | Detroit | MI | 48202 | No relationship | PC | General Support | $475,000 |
| Transgender Law Center | |||||||
| PO Box 70976 | Oakland | CA | 94612 | No relationship | PC | General Support | $75,000 |
| TREND Community Development Corporation | |||||||
| 30 W Monroe St Suite 510 | Chicago | IL | 60603 | No relationship | PC | General Support | $150,000 |
| Triangle Club | |||||||
| 1644 Beekman Place NW Apt B | Washington | DC | 20009 | No relationship | PC | General Support | $10,000 |
| Trustees of Tufts College | |||||||
| 136 Harrison Avenue | Boston | MA | 021111817 | No relationship | PC | General Support | $82,500 |
| United Philanthropy Forum | |||||||
| 1020 19th Street NW | Washington | DC | 20036 | No relationship | PC | General Support | $50,000 |
| Urban Manufacturing Alliance | |||||||
| 608 Henry Street 1 | Brooklyn | NY | 11231 | No relationship | PC | General Support | $80,000 |
| UTEC (United Teen Equality Center Inc) | |||||||
| 15 Warren Street 3 | Lowell | MA | 01852 | No relationship | PC | General Support | $5,500 |
| Vera Institute of Justice | |||||||
| 34 35th Street 4-2A | Brooklyn | NY | 11232 | No relationship | PC | General Support | $105,000 |
| Verde | |||||||
| 7001 NE Columbia Blvd | Portland | OR | 97218 | No relationship | PC | General Support | $50,000 |
| Vermont Community Foundation | |||||||
| PO Box 30 | Middlebury | VT | 05753 | No relationship | PC | General Support | $20,000 |
| Vermont Public Co | |||||||
| 365 Troy Avenue | Colchester | VT | 05446 | No relationship | PC | General Support | $10,000 |
| Vickie Belk Scholarship Foundation | |||||||
| 3408 King Street | Alexandria | VA | 22302 | No relationship | PC | General Support | $40,000 |
| Villanova Soccer Academy | |||||||
| 899 Black Rock Road | Gladwyne | PA | 19035 | No relationship | PC | General Support | $10,000 |
| Voice of Calvary Ministries - Cooperative Communit | |||||||
| 531 W Capital Street | Jackson | MS | 39203 | No relationship | PC | General Support | $300,000 |
| We Are All Educators Org | |||||||
| 128 18TH St Se Apt 1 | Washington | DC | 20003 | No relationship | PC | General Support | $10,000 |
| Wesleyan University | |||||||
| 318 High Street | Middletown | CT | 06459 | No relationship | PC | General Support | $25,000 |
| Westchester Choral Society | |||||||
| 216 Central Avenue | White Plains | NY | 10606 | No relationship | PC | General Support | $4,000 |
| Western States Center | |||||||
| PO Box 40305 | Portland | OR | 97240 | No relationship | PC | General Support | $100,000 |
| Women's Foundation of Minnesota | |||||||
| 105 5th Avenue South Suite 300 | Minneapolis | MN | 554016050 | No relationship | PC | General Support | $5,000 |
| Women's March Network | |||||||
| 400 Jay Street 231 | Brooklyn | NY | 11201 | No relationship | PC | General Support | $50,000 |
| Yale Alumni Nonprofit Alliance Inc | |||||||
| 607 W END AVE | New York | NY | 10024 | No relationship | PC | General Support | $775 |
| Yale University | |||||||
| 157 Church Street | New Haven | CT | 065102100 | No relationship | PC | General Support | $6,250 |
| YES Media | |||||||
| 284 Madrona Way NE Unit 116 | Bainbridge Island | WA | 98110 | No relationship | PC | General Support | $175,000 |
| Young Women's Freedom Center | |||||||
| 832 Folsom Street | San Francisco | CA | 94107 | No relationship | PC | General Support | $50,000 |
| Youth Empowerment Project | |||||||
| 1600 Oretha Castle Haley Boulevard | New Orleans | LA | 70113 | No relationship | PC | General Support | $50,000 |
| Youth Law Center | |||||||
| 832 Folsom Street Suite 700 | San Francisco | CA | 94107 | No relationship | PC | General Support | $55,000 |
| Youth Sentencing & Reentry Project | |||||||
| 123 South Broad Street | Philadelphia | PA | 19109 | No relationship | PC | General Support | $75,000 |
| Zebras UniteOrg | |||||||
| 810 NW Marshall St Ste 300 | Portland | OR | 97209 | No relationship | PC | General Support | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,655,193 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (141 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 60 Decibels | |||||||
| 205 E 42nd Street | New York | NY | 10025 | No relationship | PF | General support | $50,000 |
| Accelerate 500 | |||||||
| 1400 16th street NW | Washington | DC | 20009 | No relationship | PC | General support | $300,000 |
| AI for the People Inc | |||||||
| 2 St Felix Place | Brooklyn | NY | 11217 | No relationship | PC | General support | $150,000 |
| ALIGN the Alliance for a Greater New York | |||||||
| 50 Broadway 29th Fl | New York | NY | 10004 | No relationship | PC | General support | $100,000 |
| Alliance For Justice | |||||||
| Eleven Dupont Circle NW Suite 500 | Washington | DC | 20036 | No relationship | PC | General support | $100,000 |
| Allied Media Projects Inc | |||||||
| 4126 Third St | Detroit | MI | 48201 | No relationship | PC | General support | $650,000 |
| Alternate ROOTS Inc | |||||||
| 1207 Caroline St | Atlanta | GA | 30307 | No relationship | PC | General support | $2,375,000 |
| American Impact Capital-Our Body Politic | |||||||
| 10 Violet Ln | Westport | CT | 06880 | No relationship | PC | General support | $750,000 |
| Asian AmericansPacific Islanders in Philanthropy | |||||||
| 300 Frank Ogawa Plaza | Oakland | CA | 94612 | No relationship | PC | General support | $200,000 |
| Aspen Institute | |||||||
| 2300 N Street NW | Washington | DC | 20037 | No relationship | PC | General support | $200,000 |
| Association of Black Foundation Executives Inc | |||||||
| 42 Broadway | New York | NY | 10004 | No relationship | PC | General support | $100,000 |
| Bend the Arc - A Jewish Partnership for Justice-Fu | |||||||
| 330 7th Ave | New York | NY | 10001 | No relationship | PC | General support | $725,000 |
| Black Innovation Alliance | |||||||
| 1954 Airport Road 1107 | Atlanta | GA | 30341 | No relationship | PC | General support | $300,000 |
| BlackStar Projects Inc | |||||||
| 1901 S 9th Street | Philadelphia | PA | 19148 | No relationship | PC | General support | $700,000 |
| BoardSource | |||||||
| 750 9th Street | Washington | DC | 20001 | No relationship | PC | General support | $25,000 |
| Borealis Philanthropy | |||||||
| 126 N 3rd St STE 500 | Minneapolis | MN | 55401 | No relationship | PC | General support | $250,000 |
| Boston Foundation-New Commonwealth Fund | |||||||
| 75 Arlington Street | Boston | MA | 02116 | No relationship | PC | General support | $250,000 |
| Boston Impact Initiative Fund | |||||||
| PO Box 300443 | Jamaica Plain | MA | 02130 | No relationship | PC | General support | $300,000 |
| California Youth Connection | |||||||
| C/O Foster Youth in Action | Emeyville | CA | 94608 | No relationship | PC | General support | $75,000 |
| Candid | |||||||
| 32 Old Slip 24th Floor | New York | NY | 10005 | No relationship | PC | General support | $50,000 |
| Center for Coalfield Justice | |||||||
| 14 East Beau Street | Washington | PA | 15301 | No relationship | PC | General support | $100,000 |
| Center for Cultural Innovation | |||||||
| 244 South San Pedro Street Suite | Los Angeles | CA | 90012 | No relationship | PC | General support | $400,000 |
| Center for Economic Democracy - Boston Ujima Proje | |||||||
| 434 Massachusetts Avenue | Boston | MA | 02118 | No relationship | PC | General support | $100,000 |
| Center for Effective Philanthropy | |||||||
| 675 Massachusetts Avenue 7th Floor | Cambridge | MA | 02139 | No relationship | PC | General support | $100,000 |
| Center for Heirs Property Preservation | |||||||
| 1535 Sam Rittenberg Blvd | Charleston | SC | 29407 | No relationship | PC | General support | $300,000 |
| Center for Law and Social Policy | |||||||
| 1200 18th Street NW | Washington | DC | 20036 | No relationship | PC | General support | $150,000 |
| Center for Story-based Strategy | |||||||
| 654 13th Street | Oakland | CA | 94612 | No relationship | PC | General support | $425,000 |
| Chinese Progressive Association - Black Futures La | |||||||
| 1042 Grant Ave 5th Floor | San Francisco | CA | 94133 | No relationship | PC | General support | $200,000 |
| Cincinnati USA Regional Chamber Foundation | |||||||
| 3 East 4th Street Suite 200 | Cincinnati | OH | 45202 | No relationship | PC | General support | $200,000 |
| Climate Justice Alliance | |||||||
| 1960 University Ave | Berkeley | CA | 94704 | No relationship | PC | General support | $400,000 |
| Code Fever Miami | |||||||
| 937 NW 3rd Ave | Miami | FL | 33136 | No relationship | PC | General support | $175,000 |
| ColorOfChangeorg Education Fund | |||||||
| 1714 Franklin St Ste 100-136 | Oakland | CA | 94612 | No relationship | PC | General support | $250,000 |
| Common Counsel Foundation | |||||||
| 1624 Franklin Street | Oakland | CA | 94612 | No relationship | PC | General support | $1,200,000 |
| Common Future | |||||||
| 2323 Broadway | Oakland | WA | 94612 | No relationship | PC | General support | $560,000 |
| Community Initiatives | |||||||
| 1000 Broadway Suite 480 | Oakland | CA | 94607 | No relationship | PC | General support | $150,000 |
| Community Labor United | |||||||
| 8 Beacon Street 5th Floor | Boston | MA | 02108 | No relationship | PC | General support | $100,000 |
| Community LIFT | |||||||
| 119 S Court Suite 100 | Memphis | TN | 38103 | No relationship | PC | General support | $360,000 |
| Didtechnology Inc | |||||||
| 625 Broad Street | Newark | NJ | 07102 | No relationship | PC | General support | $200,000 |
| East Bay Community Foundation | |||||||
| 200 Frank Ogawa Plaza | Oakland | CA | 94612 | No relationship | PC | General support | $2,375,000 |
| Economic Policy Institute | |||||||
| 1225 Eye St NW Suite 600 | Washington | DC | 20005 | No relationship | PC | General support | $900,000 |
| Efforts of Grace Inc | |||||||
| 1712 Oretha Castle Haley Blvd | New Orleans | LA | 70113 | No relationship | PC | General support | $650,000 |
| Ella Baker Center for Human Rights | |||||||
| 1970 Broadway Suite 1125 | Oakland | CA | 94612 | No relationship | PC | General support | $100,000 |
| Emerging Practitioners in Philanthropy | |||||||
| 201 N Union Street Suite 110 | Alexandria | VA | 22314 | No relationship | PC | General support | $100,000 |
| Environmental Health Coalition | |||||||
| 2727 Hoover Avenue | National City | CA | 91950 | No relationship | PC | General support | $150,000 |
| Family Values at Work A Multi-State Consortium | |||||||
| 207 E Buffalo St Suite 211 | Milwaukee | WI | 53202 | No relationship | PC | General support | $1,000,000 |
| Financial Services Stakeholder Project NFP | |||||||
| 2513 N Central Park Avenue | Chicago | IL | 60647 | No relationship | PC | General support | $125,000 |
| Fractured Atlas Productions Inc - GRX Immersive | |||||||
| 248 West 35th Street | New York | NY | 100012505 | No relationship | PC | General support | $200,000 |
| Georgia WAND Education Fund Inc | |||||||
| 250 Georgia Avenue | Atlanta | GA | 30312 | No relationship | PC | General support | $100,000 |
| Girls for Gender Equity Inc | |||||||
| 25 Chapel Street | Brooklyn | NY | 11201 | No relationship | PC | General support | $75,000 |
| Good Jobs First | |||||||
| 1616 P Street NW | Washington | DC | 20036 | No relationship | PC | General support | $400,000 |
| Grantmakers Concerned with Immigrants & Refugees | |||||||
| P O BOX 2178 | Petaluma | CA | 94953 | No relationship | PC | General support | $25,000 |
| Grantmakers for Effective Organizations | |||||||
| 1310 L Street NW 650 | Washington | DC | 20005 | No relationship | PC | General support | $100,000 |
| Grantmakers in the Arts | |||||||
| 522 Courtlandt Avenue | Bronx | NY | 104515008 | No relationship | PC | General support | $250,000 |
| Grassroots Global Justice | |||||||
| 2000 14th St NW Ste 104 73768 | Washington | MD | 20056 | No relationship | PC | General support | $275,000 |
| Greenlining Institute | |||||||
| 360 14th Street 2nd Floor | Oakland | CA | 94602 | No relationship | PC | General support | $155,000 |
| Groundswell Fund | |||||||
| 548 Market Street 49734 | San Francisco | CA | 94104 | No relationship | PC | General support | $400,000 |
| Hester Street | |||||||
| 113 Hester Street | New York | NY | 10002 | No relationship | PC | General support | $2,375,000 |
| Higher Purpose Co | |||||||
| 130 Desoto Ave Suite 10 | Clarksdale | MS | 38614 | No relationship | PC | General support | $190,000 |
| Highlander Research & Education Center Inc | |||||||
| 1959 Highlander Way | New Market | TN | 37820 | No relationship | PC | General support | $500,000 |
| Hillman Accelerator | |||||||
| 1311 Vive Street | Cincinnati | OH | 45202 | No relationship | PC | General support | $400,000 |
| ICA Fund | |||||||
| 1714 Franklin St | Oakland | CA | 94612 | No relationship | PC | General support | $150,000 |
| Inquiring Systems Inc - Southeast African Americ | |||||||
| 101 Brookwood Ave | Santa Rosa | CA | 95404 | No relationship | PC | General support | $100,000 |
| Institute for Policy Studies | |||||||
| 6930 Piney Branch Road NW | Washington | DC | 20012 | No relationship | PC | General support | $75,000 |
| International Economic Development Council | |||||||
| 1275 K St NW | District of Columbia | DC | 20005 | No relationship | PC | General support | $50,000 |
| Interreligious Foundation for Community Organizati | |||||||
| 418 West 145th | New York | NY | 10031 | No relationship | PC | General support | $50,000 |
| Ironbound Community Corporation | |||||||
| 317 Elm St | Newark | NJ | 07105 | No relationship | PC | General support | $150,000 |
| Jobs to Move America | |||||||
| 525 Hewitt Street | Los Angeles | CA | 90013 | No relationship | PC | General support | $500,000 |
| Jobs with Justice Education Fund | |||||||
| 1616 P Street NW Suite 150 | Washington | DC | 20036 | No relationship | PC | General support | $325,000 |
| John E Andrus Memorial Inc | |||||||
| 185 Old Broadway | HastingsonHudson | NY | 10706 | No relationship | PC | General support | $10,000,000 |
| Julia Dyckman Andrus Memorial | |||||||
| 1156 North Broadway | Yonkers | NY | 10701 | No relationship | PC | General support | $10,000,000 |
| Kentucky Coalition Inc | |||||||
| PO Box 145 | London | KY | 40743 | No relationship | PC | General support | $150,000 |
| Latino Business Action Network | |||||||
| 297 Commercial Street | San Jose | CA | 95112 | No relationship | PC | General support | $220,000 |
| Living Cities | |||||||
| 1040 Avenue of the Americas 17th F | New York | NY | 10018 | No relationship | PC | General support | $1,165,000 |
| Make the Road New York | |||||||
| 301 Grove Street | Brooklyn | NY | 11237 | No relationship | PC | General support | $175,000 |
| Metropolitan Economic Development Association | |||||||
| 250 Second Ave South Suite 106 | Minneapolis | MN | 55401 | No relationship | PC | General support | $450,000 |
| MORTAR Cincinnati | |||||||
| 1329 Vine Street | Cincinnati | OH | 45202 | No relationship | PC | General support | $100,000 |
| Movement Generation Justice and Ecology Project | |||||||
| 436 14th Street Suite 500 | Oakland | CA | 94612 | No relationship | PC | General support | $150,000 |
| Movement Strategy Center | |||||||
| 436 14th St 5th floor | Oakland | CA | 94612 | No relationship | PC | General support | $200,000 |
| Movement Strategy Center - HEAL Food Alliance | |||||||
| PO BOX 511 | Rodeo | CA | 09457 | No relationship | PC | General support | $200,000 |
| MuckRock - MLK50 Justice Through Journalism | |||||||
| 411 A Highland Ave | Somerville | MA | 02144 | No relationship | PC | General support | $175,000 |
| Multiplier - New York Energy Democracy Alliance | |||||||
| 548 Market St | San Francisco | CA | 941045401 | No relationship | PC | General support | $100,000 |
| National Association for Latino Community Asset Bu | |||||||
| 5404 Wurzbach Road | San Antonio | TX | 78238 | No relationship | PC | General support | $350,000 |
| National Black Food and Justice Alliance | |||||||
| 1470 Ralph David Abernathy Blvd SW | Atlanta | GA | 30310 | No relationship | PC | General support | $400,000 |
| National Center for Family Philanthropy | |||||||
| 1667 K Street NW Suite 550 | Washington | DC | 20006 | No relationship | PC | General support | $450,000 |
| National Committee for Responsive Philanthropy | |||||||
| 1900 L Street NW Suite 825 | Washington | DC | 20036 | No relationship | PC | General support | $100,000 |
| National Performance Network | |||||||
| PO Box 56698 | New Orleans | LA | 701566698 | No relationship | PC | General support | $2,375,000 |
| National Urban Fellows | |||||||
| 1120 Avenue of the Americas | New York | NY | 10036 | No relationship | PC | General support | $175,000 |
| NDN Collective | |||||||
| 317 Main Street | Rapid City | SD | 57701 | No relationship | PC | General support | $3,275,000 |
| Neighborhood Funders Group | |||||||
| 300 Frank H Ogawa Plaza | Oakland | CA | 94612 | No relationship | PC | General support | $500,000 |
| NEO Philanthropy Inc - Youth Engagement Fund | |||||||
| 45 W 36th Street 6th Floor | New York | NY | 10018 | No relationship | PC | General support | $300,000 |
| New Economy Coalition | |||||||
| PO Box 390503 | Cambridge | MA | 02139 | No relationship | PC | General support | $75,000 |
| New Jersey Environmental Justice Alliance | |||||||
| PO Box 1398 | Summit | NJ | 07902 | No relationship | PC | General support | $100,000 |
| New Venture Fund | |||||||
| 1828 L Street NW | Washington | DC | 20036 | No relationship | PC | General support | $1,600,000 |
| New York Foundation - Neighborhoods First Fund | |||||||
| 150 West 30th Street 14th FL | New York | NY | 10001 | No relationship | PF | General support | $163,000 |
| New York Foundation | |||||||
| 150 West 30th Street 14th FL | New York | NY | 10001 | No relationship | PF | General support | $100,000 |
| Nonprofit Information Networking Association | |||||||
| 88 Broad Street Suite 101 | Boston | MA | 02110 | No relationship | PC | General support | $200,000 |
| Northeastern University | |||||||
| 360 Huntington Avenue | Boston | MA | 02115 | No relationship | PC | General support | $200,000 |
| Opportunity Agenda | |||||||
| 575 8th Ave | New York | NY | 10016 | No relationship | PC | General support | $200,000 |
| Opportunity Finance Network | |||||||
| 123 S Broad Street Suite 1930 | Philadelphia | PA | 19109 | No relationship | PC | General support | $125,000 |
| Partnership for Southern Equity | |||||||
| 55 Ivan Allen Jr Blvd NW Suite 5 | Atlanta | GA | 30308 | No relationship | PC | General support | $350,000 |
| People United for Sustainable Housing Inc | |||||||
| 429 Plymouth Ave Suite 1 | Buffalo | NY | 14213 | No relationship | PC | General support | $150,000 |
| People's Action Institute | |||||||
| 810 N Milwaukee Ave | Chicago | IL | 60642 | No relationship | PC | General support | $100,000 |
| Philanthropy New York - NYC Small Business Funder | |||||||
| 320 East 43rd Street | New York | NY | 10017 | No relationship | PC | General support | $100,000 |
| PolicyLink | |||||||
| 1438 Webster St | Oakland | CA | 94612 | No relationship | PC | General support | $800,000 |
| Project South | |||||||
| 9 Gammon Ave SE | Atlanta | GA | 30315 | No relationship | PC | General support | $200,000 |
| Proteus Fund | |||||||
| 15 Research Drive | Amherst | MA | 01002 | No relationship | PC | General support | $100,000 |
| Public Advocates Inc | |||||||
| 131 Steuart Street Suite 300 | San Francisco | CA | 94105 | No relationship | PC | General support | $200,000 |
| Right to the City Alliance Inc | |||||||
| 388 Atlantic Avenue | New York | NY | 11217 | No relationship | PC | General support | $1,600,000 |
| Rockefeller Philanthropy Advisors | |||||||
| 6 West 48th Street 10th Floor | New York | NY | 10036 | No relationship | PC | General support | $75,000 |
| Rutgers University Foundation | |||||||
| 33 knightsburdge 2nd Fl East | Piscataway | NJ | 08854 | No relationship | PC | General support | $185,000 |
| SOUL Sisters Leadership Collective | |||||||
| 1951 NW 7th Ave | Miami | FL | 33136 | No relationship | PC | General support | $50,000 |
| Social and Environmental Entrepreneurs | |||||||
| 23564 Calabasas Road | Calabasas | CA | 91302 | No relationship | PC | General support | $200,000 |
| Social and Environmental Entrepreneurs - Building | |||||||
| 23532 Calabasas Road Suite A | Calabasas | CA | 91302 | No relationship | PC | General support | $125,000 |
| Social Good Fund - The Curve Foundation | |||||||
| 12651 San Pablo Ave | Richmond | CA | 94805 | No relationship | PC | General support | $50,000 |
| Southwest Georgia Project For Community Education | |||||||
| 1216 Dawson Road Suite 108 | Albany | NY | 31707 | No relationship | PC | General support | $200,000 |
| Strategic Actions for a Just Economy | |||||||
| 152 West 32nd Street | Los Angeles | CA | 90007 | No relationship | PC | General support | $75,000 |
| Sweet Water Foundation | |||||||
| 5749 S Perry Avenue | Chicago | IL | 60621 | No relationship | PC | General support | $800,000 |
| Taller Salud Inc | |||||||
| PR-187 Km 242 Parcelas Vieques Me | Loiza | PR | 007720524 | No relationship | PC | General support | $150,000 |
| Techsoup Global | |||||||
| 435 Brannan St Suite 100 | San Francisco | CA | 94107 | No relationship | PC | General support | $50,000 |
| Texas Organizing Project Education Fund | |||||||
| 700 S Zaramora Suite 212 | San Antonio | TX | 78207 | No relationship | PC | General support | $200,000 |
| The Communications Network | |||||||
| 1717 North Naper Blvd | Naperville | IL | 60563 | No relationship | PC | General support | $200,000 |
| The Conservation Fund | |||||||
| 1655 N Fort Myer Drive Suite 1300 | Arlington | VA | 22209 | No relationship | PC | General support | $100,000 |
| The Equity Alliance | |||||||
| PO Box 331821 | Nashville | TN | 372031821 | No relationship | PC | General support | $50,000 |
| The Funders Network | |||||||
| 2000 Ponce de Leon Blvd | Coral Gables | FL | 33134 | No relationship | PC | General support | $100,000 |
| The Investment Integration Project | |||||||
| PO Box 190 | Brookline | MA | 02446 | No relationship | PF | General support | $50,000 |
| The Partnership for Working Families | |||||||
| 1305 Franklin St | Oakland | CA | 94612 | No relationship | PC | General support | $300,000 |
| THE POINT Community Development Corporation | |||||||
| 940 Garrison Ave | Bronx | NY | 10474 | No relationship | PC | General support | $250,000 |
| The Solutions Project | |||||||
| 4096 Piedmont Ave 728 | Oakland | CA | 94609 | No relationship | PC | General support | $300,000 |
| The Village of Arts and Humanities | |||||||
| 2544 Germantown Avenue | Philadelphia | PA | 19133 | No relationship | PC | General support | $525,000 |
| Third Sector New England Inc | |||||||
| 89 South Street Suite 700 | Boston | MA | 02111 | No relationship | PC | General support | $500,000 |
| Threewalls | |||||||
| 2738 West North Avenue | Chicago | IL | 60647 | No relationship | PC | General support | $2,375,000 |
| Tides Center - Dream Defenders | |||||||
| PO Box 399385 | San Francisco | CA | 941399385 | No relationship | PC | General support | $50,000 |
| Tides Foundation - NY Renews Education Fund | |||||||
| PO Box 29903 The Presidio | San Francisco | CA | 941290903 | No relationship | PC | General support | $75,000 |
| Transform Finance Inc | |||||||
| 420 5th Avenue 19th FL | New York | NY | 10018 | No relationship | PC | General support | $370,000 |
| Transforming Power Fund | |||||||
| 7700 2nd Ave Suite 507 | Detroit | MI | 48202 | No relationship | PC | General support | $2,375,000 |
| Vera Institute of Justice | |||||||
| 34 35th Street 4-2A | Brooklyn | NY | 11232 | No relationship | PC | General support | $200,000 |
| Voice of Calvary Ministries - Cooperative Communit | |||||||
| 531 W Capital Street | Jackson | MS | 39203 | No relationship | PC | General support | $600,000 |
| Washington Area Community Investment Fund | |||||||
| 2021 Rhode Island Ave NE | Washington | DC | 20018 | No relationship | PC | General support | $200,000 |
| Young Women's Freedom Center | |||||||
| 832 Folsom Street | San Francisco | CA | 94107 | No relationship | PC | General support | $50,000 |
| Youth Law Center | |||||||
| 832 Folsom Street Suite 700 | San Francisco | CA | 94107 | No relationship | PC | General support | $50,000 |
| Zebras Unite | |||||||
| 810 NW Marshall St Ste 300 | Portland | OR | 97209 | No relationship | PC | General support | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $73,668,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $858,058 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,892,086 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,257,958 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARTNERSHIP INCOME | 525990 | -$893,838 | 18 | $151,238,160 |
| OTHER INCOME | 900099 | 14 | $95,576 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$893,838 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $194,341,838 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $193,448,000 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT & TAX PREP | CategoryTxt |
| Amt | $153,552 | Amt |
| Net Investment Income | $28,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $125,302 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE GENERAL EXPLANATION ATTACHMENT | Desc |
| Amt | $421,293 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| FURNITURE &FIXT. | 2009-01-01 | $419,237 | $364,448 | SL | 5 | $44,069 |
| LEASEHOLD IMPRV. | 2009-01-01 | $2,243,364 | $651,805 | SL | 11 | $136,696 |
| EQUIPMENT | 2009-01-01 | $65,860 | $50,019 | SL | 5 | $8,068 |
| ART WORK | 2009-01-01 | $84,400 | $84,400 | SL | 5 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NY foundation - Neighborhood FIRST FUND | |||||||||||
| 150 W 30TH STREET SUITE 1401 | NEW YORK | NY | 10001 | 2021-08-01 | $650,000 | TO FUND NEIGHBORHOODS FIRST FUND IN SUPPORTING COMMUNITY-BASED ORGS. AND RESOURCE ALLIES. | $487,000 | NO | 2/28/22, 7/31/22, 2/28/23, 7/31/23, 2/29/24, 8/31/24 | 2023-07-10 | The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. |
| 60 DECIBELS | |||||||||||
| 205 E 42ND STREET | NEW YORK | NY | 10025 | 2021-04-01 | $150,000 | to help orgs. understand & prioritize the biggest concern facing people & to design solutions. | $80,000 | NO | 2/28/22, 2/28/23, 2/29/24, 4/30/24 | 2023-10-11 | The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. |
| The investment integration project | |||||||||||
| PO BOX 190 | BROOKLINE | MA | 02446 | 2022-06-01 | $250,000 | TO TEST HOW TO BEST EDUCATE AND EMPOWER INSTITUTIONAL INVESTORS. | $152,777 | NO | 1/31/23, 5/31/23 | 2023-06-29 | |
| NY FOUND - YOUTH ORG & CULTURE CHANGE FD | |||||||||||
| 150 W 30TH STREET SUITE 1401 | NEW YORK | NY | 10001 | 2022-10-01 | $150,000 | General program support toYouth Organizing and culture Change Fund. | $50,000 | NO | 2/28/23, 9/30/23, 2/29/24, 10/31/24 | 2024-03-04 | |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (4 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| PART VIII-B, LINE 1: | PART VIII-B, LINE 1: | SUMMARY OF PROGRAM-RELATED INVESTMENTS - INVESTMENT in CHICAGO TREND CORPORATION. CHICAGO TREND CORPORATION is a Black-led first-time fund manager with a successful history of philanthropic partnership to support community revitalization in historically marginalized, largely Black, neighborhoods. |
| PART VIII-B, LINE 2: | PART VIII-B, LINE 2: | SUMMARY OF PROGRAM-RELATED INVESTMENTS - INVESTMENT in IMPACT ENGINE PRIVATE EQUITY FUND, LP, A DELAWARE LIMITED PARTNERSHIP. Impact Engine is a Chicago-based, woman-owned and led firm founded in 2012 as an accelerator for social entrepreneurs. In 2015, the firm decided to move away from the accelerator model and towards venture capital in order to increase its impact. Fund I will seek to help catalyze the impact investing ecosystem within the private equity realm, investing in and actively engaging with firms and companies to intentionally scale both impact and profit. |
| PART VIII-B, LINE 3: | PART VIII-B, LINE 3: | SUMMARY OF OTHER PROGRAM-RELATED INVESTMENTS: a) INVESTMENT IN GREENLINE................................$168,776. b) INVESTMENT IN AVESTA...................................$ 78,622. c) INVESTMENT IN VAMOS VENTURES...........................$ 68,224. D) INVESTMENT IN IMPACT AMERICA II........................$ 44,479. e) INVESTMENT IN ILLUMEN..................................$ 39,115. f) INVESTMENT IN BLACKSTAR................................$ 22,077. Total.....................................................$421,293. |
| PART XIV, LINE 3B: | PART XIV, LINE 3B: | Grants and contributions approved for future payment: The difference of $8,161,379 between what Surdna Foundation, Inc. reported on Part II, Line 18 ($65,506,621) and what they reported on the schedule of grants and contributions approved for future payment on Part XIV, Line 3b ($73,668,000) is attributable to a present value discount at 5% under generally accepted accounting principles ("GAAP"). |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (57 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HOWARD HUGHES CORP EXCHANGE | $363,821 | $363,821 |
| 10X GENOMICS INC. CLASS A | $237,934 | $237,934 |
| METIS | $40,869,008 | $40,869,008 |
| ADR SEA LIMITED | $248,411 | $248,411 |
| AIRBNB INC. CLASS A | $207,619 | $207,619 |
| ALIGN TECHNOLOGY INC. | $303,777 | $303,777 |
| AMAZON INC. | $995,950 | $995,950 |
| AMERISAFE INC. | $306,057 | $306,057 |
| AMN HEALTHCARE SVCS INC. | $396,106 | $396,106 |
| ARES CAPITAL CORPORATION | $281,474 | $281,474 |
| ATLASSIAN CORP CLASS A | $443,354 | $443,354 |
| BLOCK, INC. | $569,307 | $569,307 |
| CLOUDFLARE, INC. | $237,751 | $237,751 |
| COSTAR GROUP INC. | $556,695 | $556,695 |
| DATADOG, INC. | $421,853 | $421,853 |
| DEXCOM INC. | $834,415 | $834,415 |
| DIGITALBRIDGE GROUP INC CLASS | $353,133 | $353,133 |
| DOORDASH, INC. | $324,861 | $324,861 |
| EDWARDS LIFESCIENCES CORP | $215,638 | $215,638 |
| ELEMENT SOLUTION INC. | $516,384 | $516,384 |
| ENERSYS | $829,635 | $829,635 |
| ENTEGRIS INC. | $408,039 | $408,039 |
| FIRSTCASH HOLDINGS, INC | $510,982 | $510,982 |
| FLOOR & DECOR HLDGS INC. CLASS | $269,672 | $269,672 |
| GARRETT MOTION INC. | $364,344 | $364,344 |
| GUANGDONG INVT LTD | $69,195 | $69,195 |
| HANESBRANDS INC | $284,726 | $284,726 |
| HURON CONSULTING GROUP INC. ST | $5,774 | $5,774 |
| KEMPER CORP DEL | $467,012 | $467,012 |
| KFORCE INC. | $623,154 | $623,154 |
| LAM RESEARCH CORPORATION | $479,571 | $479,571 |
| MARRIOTT VACATIONS WORLDWIDE C | $360,183 | $360,183 |
| MATCH GROUP INC. NEW | $244,404 | $244,404 |
| META PLATFORMS INC CLASS A | $569,081 | $569,081 |
| MICROSOFT CORP COM | $1,154,771 | $1,154,771 |
| MSC INDL DIRECT INC. CLASS A | $486,404 | $486,404 |
| NETFLIX INC. STK | $542,243 | $542,243 |
| NV5 GLOBAL, INC. | $373,849 | $373,849 |
| NVIDIA CORPORATION | $920,069 | $920,069 |
| ONESPAWORLD HOLDINGS LIMITED | $605,121 | $605,121 |
| RINGCENTRAL INC. CLASS A | $221,877 | $221,877 |
| RUSH ENTERPRISES INC. CLASS A | $605,396 | $605,396 |
| SERVICENOW, INC. | $1,009,298 | $1,009,298 |
| SHOE CARNIVAL INC | $347,152 | $347,152 |
| SHOPIFY INC. CLASS A SHOPIFY I | $439,086 | $439,086 |
| SNOWFLAKE INC. CLASS A | $421,824 | $421,824 |
| THERMON GROUP HLDGS INC. | $466,032 | $466,032 |
| TREEHOUSE FOODS, INC. | $631,513 | $631,513 |
| UBER TECHNOLOGIES, INC. | $447,328 | $447,328 |
| ULTRAGENYX PHARMACEUTICAL INC | $126,904 | $126,904 |
| UNIFIRST CORP MASS | $230,965 | $230,965 |
| UPLAND SOFTWARE INC. | $142,398 | $142,398 |
| VERTIV HOLDINGS CO | $1,340,057 | $1,340,057 |
| VIASAT INC. | $339,776 | $339,776 |
| VISA INC. CLASS A STK | $796,983 | $796,983 |
| WESCO INTL INC. | $1,246,258 | $1,246,258 |
| ZEBRA TECHNOLOGIES CORP CLASS | $655,559 | $655,559 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (223 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CF SILCHESTER INTL VALUE EQTY | FMV | $26,756,369 | $26,756,369 |
| NTGI-QM COMMON DAILY S&P 500 E | FMV | $645 | $645 |
| CF SSGA U.S GOVT CREDIT BOND I | FMV | $64,380,743 | $64,380,743 |
| PALMER SQUARE INCOME PLUS FUND | FMV | $18,561,807 | $18,561,807 |
| AKO EUROPEAN LONG-ONLY PARTNER | FMV | $17,635,948 | $17,635,948 |
| BROOKSIDE CAYMAN, LTD | FMV | $3,229 | $3,229 |
| CF COATUE OFFSHORE LTD CL A SU | FMV | $26,307,912 | $26,307,912 |
| CF EGERTON LONG-SHORT FUND (US | FMV | $11,463,261 | $11,463,261 |
| CF KENSICO OFSHR FD LTD CL K N | FMV | $8,977,612 | $8,977,612 |
| CF KENSICO OFSHR FD LTD CL L N | FMV | $9,136,878 | $9,136,878 |
| CF KENSICO OFSHR FND LTD CL K | FMV | $1,177 | $1,177 |
| CF KENSICO OFSHR FND LTD CL L | FMV | $1,580 | $1,580 |
| CF SDP FLAGSHIP OFFSHORE FND L | FMV | $20,325,840 | $20,325,840 |
| CF VIKING GLOBAL EQ III LTD CL | FMV | $30,522,283 | $30,522,283 |
| GENERATION IM GLOBAL EQUITY FU | FMV | $9,471,877 | $9,471,877 |
| KENSICO OFSHR FD LTD CL 2E 1K | FMV | $16,560 | $16,560 |
| KENSICO OFSHR FD LTD CL 2E 1L | FMV | $16,976 | $16,976 |
| KENSICO OFSHR FD LTD CL L E 1K | FMV | $48,666 | $48,666 |
| KENSICO OFSHR FD LTD CL L E 1L | FMV | $49,238 | $49,238 |
| CF REDWOOD OFFSHORE FUND LTD C | FMV | $13,774,932 | $13,774,932 |
| CF WGI EMERGING MARKETS LLC FD | FMV | $22,926,929 | $22,926,929 |
| AVANATH AFFORDABLE HOUSING IV, | FMV | $7,425,748 | $7,425,748 |
| EUROPA FUND III | FMV | $37,128 | $37,128 |
| LONE STAR FUND X US LP | FMV | $1,099,822 | $1,099,822 |
| PHOENIX ASIA REAL ESTATE INVES | FMV | $931,197 | $931,197 |
| WESTBROOK RE FUND IX | FMV | $465,657 | $465,657 |
| 4D GLOBAL ENERGY INVESTMENTS P | FMV | $45,925 | $45,925 |
| AACP TAX-EXEMPT INVESTORS IV, | FMV | $6,039,955 | $6,039,955 |
| AACP TAX-EXEMPT INVESTORS V LP | FMV | $6,116,659 | $6,116,659 |
| ABRY ADVANCED SECURITIES FUND | FMV | $1,252,214 | $1,252,214 |
| ABRY HERITAGE PARTNERS (CAYMAN | FMV | $223,842 | $223,842 |
| ABRY HERITAGE PARTNERS, LP | FMV | $862,923 | $862,923 |
| ABRY PARTNERS IX, LP | FMV | $5,906,426 | $5,906,426 |
| ABRY PARTNERS VII LP | FMV | $630,610 | $630,610 |
| ABRY PARTNERS VIII (CAYMAN AIV | FMV | $105,049 | $105,049 |
| ABRY PARTNERS VIII, LP | FMV | $802,687 | $802,687 |
| ABRY SENIOR EQUITY III | FMV | $16,807 | $16,807 |
| ABRY SENIOR EQUITY IV | FMV | $445,476 | $445,476 |
| ABRY SENIOR EQUITY V, L.P. | FMV | $4,160,918 | $4,160,918 |
| ACREW CAPITAL FUND, LP | FMV | $6,419,599 | $6,419,599 |
| ADAGE CAPITAL PARTNERS, LP | FMV | $133,833,779 | $133,833,779 |
| APOLLO EUROPEAN PRINCIPAL FINA | FMV | $140,880 | $140,880 |
| ARCLIGHT ENERGY PARTNERS FUND | FMV | $14,450 | $14,450 |
| ARSENAL CAPITAL PARTNERS III L | FMV | $364,204 | $364,204 |
| ARSENAL CAPITAL PARTNERS IV-B | FMV | $4,268,921 | $4,268,921 |
| ARSENAL CAPITAL PARTNERS V LP | FMV | $5,017,194 | $5,017,194 |
| ARSENAL CAPITAL PARTNERS VI LP | FMV | $1,470,282 | $1,470,282 |
| ARTIMAN VENTURES 2014, L.P. | FMV | $5,863,641 | $5,863,641 |
| ARTIMAN VENTURES SELECT 2014, | FMV | $1,433,662 | $1,433,662 |
| ARTIMAN VENTURES SPECIAL OPPOR | FMV | $1 | $1 |
| ASIA ALTERNATIVES CAPITAL PTRS | FMV | $2,390,269 | $2,390,269 |
| ASIA ALTERNATIVES DELAWARE III | FMV | $69,558 | $69,558 |
| ASIA ALTERNATIVES DELAWARE IV, | FMV | $592,957 | $592,957 |
| ASIA ALTERNATIVES DELAWARE V L | FMV | $635,101 | $635,101 |
| ASPECT VENTURES II, L.P | FMV | $3,183,254 | $3,183,254 |
| ASPECT VENTURES, LP | FMV | $13,202,543 | $13,202,543 |
| ATALAYA SPECIAL OPPORTUNITIES | FMV | $272,271 | $272,271 |
| BAIN CAPITAL DOUBLE IMPACT FUN | FMV | $859,412 | $859,412 |
| BAIN CAPITAL EUROPE FUND III, | FMV | $190,331 | $190,331 |
| BAIN CAPITAL FUND X LP | FMV | $1,929,752 | $1,929,752 |
| BASE10 ADVANCEMENT INITIATIVE | FMV | $2,879,004 | $2,879,004 |
| BASE10 PARTNERS II LP | FMV | $6,051,317 | $6,051,317 |
| BASE10 PARTNERS III, L.P. | FMV | $858,077 | $858,077 |
| BAUPOST VALUE PARTNERS IV, LP | FMV | $28,486,109 | $28,486,109 |
| BETTER VENTURES FUND III, LP | FMV | $3,268,484 | $3,268,484 |
| BLACKHORN VENTURES INDUSTRIAL | FMV | $910,864 | $910,864 |
| BLUE WATER ENERGY FUND 1-A LP | FMV | $4,864,321 | $4,864,321 |
| BLUE WATER ENERGY FUND II, L.P | FMV | $9,382,588 | $9,382,588 |
| BRONZE VENTURE FUND II, LP | FMV | $3,174,217 | $3,174,217 |
| CAPRIA FUND LLC | FMV | $1,537,578 | $1,537,578 |
| CARMEL PARTNERS INVESTMENT FUN | FMV | $4,770,063 | $4,770,063 |
| CHARLESBANK EQUITY FUND IX LP | FMV | $5,557,884 | $5,557,884 |
| CHARLESBANK EQUITY FUND VII | FMV | $27,956 | $27,956 |
| CHARLESBANK EQUITY FUND VIII L | FMV | $2,826,887 | $2,826,887 |
| CHARLESBANK EQUITY FUND X LP | FMV | $2,016,630 | $2,016,630 |
| CIM ENTERPRISE LOAN FUND LP | FMV | $7,060,939 | $7,060,939 |
| COMMONFD CAPITAL INTL PARTNERS | FMV | $1 | $1 |
| COMMONFUND CAP PRIVATE EQUITY | FMV | $116 | $116 |
| COMMONFUND CAP PRIVATE EQUITY | FMV | $38,959 | $38,959 |
| COMMONFUND CAPITAL NATURAL RES | FMV | $44,695 | $44,695 |
| COMMONFUND CAPITAL VENTRUE PTR | FMV | $740,700 | $740,700 |
| COMMONFUND CAPITAL VENTURE PTR | FMV | $930 | $930 |
| CONGRUENT CONTINUITY FUND I, L | FMV | $220,751 | $220,751 |
| CONGRUENT VENTURES II, LP | FMV | $1,365,399 | $1,365,399 |
| COSTANOA VENTURES III, LP | FMV | $9,669,310 | $9,669,310 |
| COSTANOA VENTURES IV LP | FMV | $3,213,241 | $3,213,241 |
| COSTANOA VENTURES OPPORTUNITY | FMV | $4,445,207 | $4,445,207 |
| CROW HOLDINGS SELF-STORAGE FUN | FMV | $496,011 | $496,011 |
| DAVIDSON KEMPNER INST PTRS | FMV | $24,202,529 | $24,202,529 |
| DBL PARTNERS III LP | FMV | $5,857,988 | $5,857,988 |
| DBL PARTNERS IV, LP | FMV | $1,797,652 | $1,797,652 |
| DIVERSIS CAPITAL PARTNERS I LP | FMV | $10,301,610 | $10,301,610 |
| DIVERSIS CAPITAL PARTNERS II-A | FMV | $1,365,619 | $1,365,619 |
| DOVER STREET VII CAYMAN FUND, | FMV | $24,998 | $24,998 |
| ECOSYSTEM INTEGRITY FUND III, | FMV | $2,438,917 | $2,438,917 |
| ECOSYSTEM INTEGRITY FUND V, L. | FMV | $120,657 | $120,657 |
| ECOSYSTEM INTEGRITY FUND, IV L | FMV | $1,578,966 | $1,578,966 |
| ELEVAR EQUITY IV LP | FMV | $4,375,498 | $4,375,498 |
| ENCAP ENERGY CAPITAL FUND VII- | FMV | $1 | $1 |
| ENCAP FLATROCK MIDSTREAM FUND | FMV | $528,377 | $528,377 |
| ENCAP FLATROCK MIDSTREAM FUND | FMV | $3,401,663 | $3,401,663 |
| ENDOWMENT VENTURE PARTNERS V, | FMV | $38,131 | $38,131 |
| ENERVEST ENERGY INSTITUTIONAL | FMV | $26,191 | $26,191 |
| ENERVEST ENERGY INSTITUTIONAL | FMV | $15,288 | $15,288 |
| ENR PARTNERS II LP | FMV | $12,847,476 | $12,847,476 |
| EQUAL VENTURES 1, LP | FMV | $6,020,706 | $6,020,706 |
| FARALLON CAPITAL INSTITUTIONAL | FMV | $356,829 | $356,829 |
| FELICIS VENTURES IX, L.P. | FMV | $180,000 | $180,000 |
| FIRSTMARK CAPITAL IV LP | FMV | $8,582,551 | $8,582,551 |
| FIRSTMARK CAPITAL OF II, L.P. | FMV | $7,090,904 | $7,090,904 |
| FIRSTMARK CAPITAL OF III, LP | FMV | $4,986,912 | $4,986,912 |
| FIRSTMARK CAPITAL V, L.P. | FMV | $5,269,754 | $5,269,754 |
| FORTRESS INVESTMENT FUND V | FMV | $1,111,822 | $1,111,822 |
| FORTRESS INVESTMENT FUND V B, | FMV | $2,340,112 | $2,340,112 |
| FRAZIER HEALTHCARE GROWTH BUYO | FMV | $3,373,349 | $3,373,349 |
| FRAZIER HEALTHCARE GROWTH BUYO | FMV | $5,475,833 | $5,475,833 |
| FRAZIER HEALTHCARE GROWTH BUYO | FMV | $2,276,430 | $2,276,430 |
| FRONTIER SMALL CAP GROWTH FUND | FMV | $14,035,718 | $14,035,718 |
| G2VP I, LLC | FMV | $2,669,985 | $2,669,985 |
| G2VP II, LLC | FMV | $1,632,754 | $1,632,754 |
| GENERAL CATALYST GROUP VI | FMV | $9,207,320 | $9,207,320 |
| GENERAL CATALYST GROUP VII, LP | FMV | $4,223,402 | $4,223,402 |
| GENERAL CATALYST GROUP VIII | FMV | $980,578 | $980,578 |
| GENERAL CATALYST GROUP VIII, L | FMV | $6,671,168 | $6,671,168 |
| GRAIN COMMUNICATIONS OPPORTUNI | FMV | $11,192,503 | $11,192,503 |
| GRAIN COMMUNICATIONS OPPORTUNI | FMV | $4,565,606 | $4,565,606 |
| GREAT HILL EQUITY PARTNERS VI, | FMV | $6,403,401 | $6,403,401 |
| GREAT HILL EQUITY PARTNERS VII | FMV | $4,977,964 | $4,977,964 |
| GREAT HILL EQUITY PARTNERS VII | FMV | $818,593 | $818,593 |
| GREENBACKER RENEWABLE ENERGY C | FMV | $5,000,000 | $5,000,000 |
| GREENFIELD ACQUISITION PARTNER | FMV | $1 | $1 |
| HIGHLAND CAPITAL PARTNERS 9 LP | FMV | $2,197,897 | $2,197,897 |
| HIGHLAND CAPITAL PARTNERS VIII | FMV | $2,092,841 | $2,092,841 |
| ICON VENTURES V, L.P. FORMERLY | FMV | $2,911,492 | $2,911,492 |
| ICON VENTURES VI, LP | FMV | $5,372,419 | $5,372,419 |
| INCLUSIVE CAPITAL PARTNERS SPR | FMV | $1,030,823 | $1,030,823 |
| INCLUSIVE INTERNATIONAL SPRING | FMV | $4,073,920 | $4,073,920 |
| INDUS ASIA PACIFIC FUND LTD | FMV | $90 | $90 |
| INTERWEST PARTNERS X, LP | FMV | $1,117,604 | $1,117,604 |
| IMPACT AMERICA III | FMV | $10,058 | $10,058 |
| JC FLOWERS II, LP | FMV | $820 | $820 |
| LIME ROCK NEW ENERGY, L.P. | FMV | $902,068 | $902,068 |
| LONE STAR FUND IV (US), LP | FMV | $36,825 | $36,825 |
| LONE STAR FUND V (US), LP | FMV | $187,647 | $187,647 |
| LONE STAR FUND VI (US), LP | FMV | $626,889 | $626,889 |
| LONE STAR FUND VII (US) LP | FMV | $14,006 | $14,006 |
| LONE STAR FUND VIII (U.S.), L. | FMV | $582,043 | $582,043 |
| LONE STAR REAL ESTATE FUND (US | FMV | $54,690 | $54,690 |
| LSF X U.S. HOLDINGS, L.P. | FMV | $1,263,227 | $1,263,227 |
| LUMINATE CAPITAL PARTNERS III | FMV | $3,405,794 | $3,405,794 |
| MADISON DEARBORN CAPITAL PTRS | FMV | $202,216 | $202,216 |
| MATERIAL IMPACT FUND I L.P | FMV | $2,127,594 | $2,127,594 |
| MATERIAL IMPACT FUND II LP | FMV | $730,191 | $730,191 |
| MATERIAL IMPACT FUND III, L.P. | FMV | $72,302 | $72,302 |
| MAYFAIR EQUITY PARTNERS II LP | FMV | $4,275,026 | $4,275,026 |
| MED PLATFORM I COMPARTMENT 1S. | FMV | $2,523,943 | $2,523,943 |
| MED PLATFORM I COMPARTMENT 2 S | FMV | $2,673,670 | $2,673,670 |
| MONOMOY CAPITAL PARTNERS AIV I | FMV | $4,513,543 | $4,513,543 |
| MONOMOY CAPITAL PARTNERS IV, L | FMV | $2,070,199 | $2,070,199 |
| MORGENTHALER VENTURE PARTNERS | FMV | $539,598 | $539,598 |
| MUCKER EARLY II, L.P. | FMV | $4,617,261 | $4,617,261 |
| MUCKER IV, LP | FMV | $5,612,809 | $5,612,809 |
| MUCKER SELECT II LP | FMV | $787,592 | $787,592 |
| MUCKER SELECT, LP | FMV | $10,011,707 | $10,011,707 |
| MUCKER V, L.P. | FMV | $3,207,148 | $3,207,148 |
| MUCKER VI, LP | FMV | $896,675 | $896,675 |
| NEW ENERGY CAPITAL INFRASTRUCT | FMV | $1,171,022 | $1,171,022 |
| NEW ENERGY CAPITAL INFRASTRUCT | FMV | $33,062 | $33,062 |
| NORTH BRIDGE GROWTH EQUITY II, | FMV | $5,518,785 | $5,518,785 |
| NORTHGATE PRIVATE EQUITY | FMV | $1,409,798 | $1,409,798 |
| NORTHGATE VENTURE GROWTH I, LP | FMV | $1,613,810 | $1,613,810 |
| NORTHGATE VENTURE PARTNERS III | FMV | $3,001,070 | $3,001,070 |
| OBVIOUS PRIME II, L.P. | FMV | $470,374 | $470,374 |
| OBVIOUS VENTURES III, LP | FMV | $3,901,228 | $3,901,228 |
| OBVIOUS VENTURES IV, L.P | FMV | $490,354 | $490,354 |
| OWNERSHIP CAPITAL GLOBAL EQUIT | FMV | $15,847,940 | $15,847,940 |
| PARK STREET CAPITAL NATURAL RE | FMV | $287,376 | $287,376 |
| PATRON CAPITAL LP III | FMV | $47,852 | $47,852 |
| PATRON CAPITAL LP IV | FMV | $345,036 | $345,036 |
| PEAKSPAN CAPITAL GROWTH PARTNE | FMV | $3,253,172 | $3,253,172 |
| PEAKSPAN CAPITAL GROWTH PARTNE | FMV | $4,999,708 | $4,999,708 |
| PEAKSPAN CAPITAL GROWTH PARTNE | FMV | $1,159,495 | $1,159,495 |
| PROSPECT HARBOR CREDIT PARTNER | FMV | $150 | $150 |
| PVP FUND II, LP | FMV | $9,776,234 | $9,776,234 |
| PVP FUND III, LP | FMV | $3,694,493 | $3,694,493 |
| PVP FUND IV LP | FMV | $68,289 | $68,289 |
| RETHINK IMPACT II LP | FMV | $779,363 | $779,363 |
| RIVERSIDE CAPITAL APPRECIATION | FMV | $317,403 | $317,403 |
| RMS EVERGREEN US FORESTLAND | FMV | $101,490 | $101,490 |
| RRG GLOBAL PARTNERS FUND LP | FMV | $2,183,882 | $2,183,882 |
| RRG SUSTAINABLE WATER IMPACT F | FMV | $1,554,411 | $1,554,411 |
| SANKATY CREDIT OPPORTUNITIES ( | FMV | $2,079 | $2,079 |
| SEAE VENTURES I LP | FMV | $888,615 | $888,615 |
| SENTAKU INVESTORS, LLC | FMV | $40,553 | $40,553 |
| SIGMA PRIME PARTNERS IX | FMV | $1,752,233 | $1,752,233 |
| SJF VENTURES IV LP | FMV | $2,180,010 | $2,180,010 |
| SJF VENTURES V, LP | FMV | $660,044 | $660,044 |
| SOFINNOVA CAPITAL IX | FMV | $3,555,594 | $3,555,594 |
| SOFINNOVA CAPITAL VIII | FMV | $4,204,684 | $4,204,684 |
| SOFINNOVA CAPITAL X | FMV | $1,146,776 | $1,146,776 |
| SOUTHERN CROSS LATIN AMERICA P | FMV | $349 | $349 |
| SRI NINE REIT | FMV | $21,604 | $21,604 |
| SUMMIT PARTNERS GROWTH EQUITY | FMV | $1,437,363 | $1,437,363 |
| SUMMIT PARTNERS VENTURE CAPITA | FMV | $220,706 | $220,706 |
| SUSTAINABLE ASSET FUND II, LP | FMV | $4,087,332 | $4,087,332 |
| SUSTAINABLE ASSET FUND III, LP | FMV | $1,833,815 | $1,833,815 |
| SYSTEMATIC HOLDING A AB - SEK | FMV | $3,102,740 | $3,102,740 |
| TECHNOLOGY IMPACT FUND II, LP | FMV | $582,023 | $582,023 |
| TECHNOLOGY IMPACT FUND LP | FMV | $4,977,138 | $4,977,138 |
| TERRA ALPHA GLOBAL EQUITY FUND | FMV | $5,692,703 | $5,692,703 |
| THE OVERLOOK PARTNERS FUND LP | FMV | $17,376,010 | $17,376,010 |
| TPG ENDOWMENT FUND V, L.P. | FMV | $10,086 | $10,086 |
| TPG ENDOWMENT FUND VI, LP | FMV | $202,839 | $202,839 |
| TRIDENT AMERICAN DREAMS FUND I | FMV | $1,468,542 | $1,468,542 |
| VENROCK ASSOCIATES IX, LP | FMV | $1,381,759 | $1,381,759 |
| VENROCK ASSOCIATES VI | FMV | $6,927,335 | $6,927,335 |
| VENROCK ASSOCIATES VII | FMV | $7,428,348 | $7,428,348 |
| VENROCK ASSOCIATES VIII, L.P | FMV | $4,042,637 | $4,042,637 |
| VISTA EQUITY PARTNERS FUND VII | FMV | $6,354,462 | $6,354,462 |
| VISTA EQUITY PARTNERS VI-A LP | FMV | $5,749,051 | $5,749,051 |
| VISTA FOUNDATION FUND III-A LP | FMV | $2,906,769 | $2,906,769 |
| VISTA FOUNDATION FUND IV-A, L. | FMV | $3,687,731 | $3,687,731 |
| VISTRIA FUND V LP | FMV | $939,654 | $939,654 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE &FIXT. | $419,237 | $408,517 | $10,720 |
| LEASEHOLD IMPRV. | $2,243,364 | $788,501 | $1,454,863 |
| EQUIPMENT | $65,860 | $58,087 | $7,773 |
| ART WORK | $84,400 | $84,400 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | VARIOUS LEGAL | CategoryTxt |
| Legal Fees | $179,731 | LegalFeesAmt |
| Net Investment Income | $162,166 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,565 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS | $13,846,720 | $12,524,584 | $12,524,584 |
| ACCRUED INCOME | $12,164 | $20,196,047 | $20,196,047 |
| PREPAID EXCISE TAXES | $877,306 | $305,120 | $305,120 |
| OPERATING LEASE ASSETS | $0 | $7,083,371 | $7,083,371 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $184,505,864 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| BOOKS & SUBSCRIPTIONS | $19,485 | $19,485 | ||
| CONFERENCE/REGISTRATION | $62,010 | $62,010 | ||
| INSURANCE | $68,509 | $68,509 | ||
| INTERNET/SOFTWARE | $324,568 | $324,568 | ||
| MEMBERSHIPS | $3,380 | $3,380 | ||
| OFFICE SUPPLIES | $66,229 | $66,229 | ||
| PER DIEM SALARIES | $49,711 | $49,711 | ||
| POSTAGE | $2,239 | $2,239 | ||
| TELEPHONE | $17,090 | $17,090 | ||
| PARTNERSHIP EXPENSE | $17,361,828 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME - OTHER PORTFOLIO | ||
| INCOME | $150,344,322 | -$19,894,926 |
| OTHER INCOME | $95,576 | $95,576 |
| LESS INCOME TAXED AS UNRELATED BUSINESS | ||
| INCOME (IRC 4940(C)(2)) | $893,838 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITIES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $8,043,515 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| GRANT PROGRAM CONSULTANTS | $1,186,729 | $1,186,729 | ||
| EXECUTIVE SEARCH FEES | $211,531 | $211,531 | ||
| INVESTMENT MANAGEMENT | $2,799,811 | $2,799,811 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX ON NET INVEST. INC. | $1,865,124 | |||
| FOREIGN TAXES PAID | $373,957 | |||
| STATE UNRELATED BUSINESS | ||||
| INCOME TAX | $2,942 | $0 | $0 |