STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

THE TEAGLE FOUNDATION INCORPORATED: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE TEAGLE FOUNDATION INCORPORATED (EIN 20-1370387)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-14
IRS object ID
202411359349103806
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-14T14:23:08-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN132060851PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Owen J Flanagan & CoBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1445 Hamilton Avenue 11th floorAddressLine1Txt
CityWhite PlainsCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10601ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201370387EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TEAGLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTEAGBusinessNameControlTxt
Phone2123731972PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1570 LEXINGTON AVENUE 38TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANN MARIE BUCKLEYPersonNm
Person TitleCFO/TREASURERPersonTitleTxt
Phone2123731972PhoneNum
Signature2024-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANNPersonFirstNm
Person LastMARIE BUCKLEYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKevin SunkelPreparerPersonNm
PTINP00706145PTIN
Phone2126822783PhoneNum
Preparation2024-05-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$157,504,856FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,009,859ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,332,219DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,003,278DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,913,767NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,121,910GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,843,255CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,255,845TotalRevAndExpnssAmt
Total Net Invst Incm$3,846,533TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$643,425CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$205,065CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$438,360CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$551,129OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$30,000OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$521,129OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$362,231PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$62,553PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$294,290PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,580LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,550LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$106,060AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$94,448AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,027,860OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,762,398OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$222,778OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$135,401TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$1,500TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$31,341DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$6,168DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$323,147OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$63,595OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$260,622OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$122,048TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$605TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$154,347TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$3,119PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$468PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$2,864PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$247,733OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$30,175OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$215,620OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,558,074TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,161,027TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,208,508TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,008,642ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,987,507ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,566,716TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,161,027TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,196,015TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,310,871ExcessRevenueOverExpensesAmt
Net Investment Income$1,685,506NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$6,831,879SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,946,793SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,946,793SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$592,811AcctRcvblAmt
Acct Rcvbl BOY$520,692AcctRcvblBOYAmt
Acct Rcvbl EOY$592,811AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$592,811AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$121,811PrepaidExpensesBOYAmt
Prepaid Expenses EOY$269,850PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$269,850PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$11,710,034USGovernmentObligationsBOYAmt
US Government Obligations EOY$18,614,280USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$18,614,280USGovtObligationsEOYFMVAmt
Corporate Stock BOY$26,361,815CorporateStockBOYAmt
Corporate Stock EOY$35,204,613CorporateStockEOYAmt
Corporate Stock EOYFMV$35,204,613CorporateStockEOYFMVAmt
Corporate Bonds BOY$182,605CorporateBondsBOYAmt
Corporate Bonds EOY$8,756CorporateBondsEOYAmt
Corporate Bonds EOYFMV$8,756CorporateBondsEOYFMVAmt
Other Investments BOY$102,913,735OtherInvestmentsBOYAmt
Other Investments EOY$96,135,032OtherInvestmentsEOYAmt
Other Investments EOYFMV$96,135,032OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$498,938LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$404,910LandBldgEquipAccumDeprecAmt
Land BOY$125,369LandBOYAmt
Land EOY$94,028LandEOYAmt
Land EOYFMV$94,028LandEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$638,693OtherAssetsEOYAmt
Other Assets EOYFMV$638,693OtherAssetsEOYFMVAmt
Total Assets BOY$148,767,940TotalAssetsBOYAmt
Total Assets EOY$157,504,856TotalAssetsEOYAmt
Total Assets EOYFMV$157,504,856TotalAssetsEOYFMVAmt
Accounts Payable BOY$92,364AccountsPayableBOYAmt
Accounts Payable EOY$56,644AccountsPayableEOYAmt
Grants Payable BOY$4,848,831GrantsPayableBOYAmt
Grants Payable EOY$4,872,200GrantsPayableEOYAmt
Other Liabilities BOY$289,459OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,133,418OtherLiabilitiesEOYAmt
Total Liabilities BOY$5,230,654TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,062,262TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$143,537,286NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$151,442,594NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$143,537,286TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$151,442,594TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$148,767,940TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$157,504,856TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$143,537,286TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,310,871ExcessRevenueOverExpensesAmt
Other Increases$14,417,525OtherIncreasesAmt
Subtotal$151,643,940SubtotalAmt
Other Decreases$201,346OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$151,442,594TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (53 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
Knightsbridge VP2022-01-012022-12-31$20,060-$20,060-$20,060
Knightsbridge VIP2022-01-012022-12-31$58,743$58,743$58,743
HarbourVest V-PartnershipP2022-01-012022-12-31$68,878$68,878$68,878
HarbourVest VII BuyoutP2022-01-012022-12-31$1,190-$1,190-$1,190
HarbourVest V-DirectP2022-01-012022-12-31$14,129-$14,129-$14,129
Tiedemann-New Century Russia RP2022-01-012022-12-31$667$667$667
KKRP2022-01-012022-12-31$308,005-$308,005-$308,005
SI Enhance NotesP2022-01-012022-12-31$20$20$20
Mid OceanP2022-01-012022-12-31$3,756$3,756$3,756
HB MezzP2022-01-012022-12-31$43,326$43,326$43,326
RiverstoneP2022-01-012022-12-31$1,091$1,091$1,091
KeystoneP2022-01-012022-12-31$918,588$918,588$918,588
ExxonMobil Corp.P2022-01-012022-12-31$4,829,211$4,829,211$4,829,211
Schwab Short-Term USP2022-01-012022-12-31$54,709$54,709$54,709
I Shares 1-3 year treasury (SHY)P2022-01-012022-12-31$387,968-$387,968-$387,968
Vanguard Intermediate TreasuriesP2022-01-012022-12-31$44,887-$44,887-$44,887
Schwab Variable Share Price Money UltraP2022-01-012022-12-31$189-$189-$189
Toast Inc.P2022-01-012022-12-31$11,233$11,233$11,233
Procore Technologies Inc.P2022-01-012022-12-31$5,976-$5,976-$5,976
Rock SpringsP2022-01-012022-12-31$75,734$75,734$75,734
Pearl Energy IP2022-01-012022-12-31$505,052$505,052$505,052
PermianP2022-01-012022-12-31$67,846$67,846$67,846
IGPP2022-01-012022-12-31$407,094$407,094$407,094
Tiger XP2022-01-012022-12-31$417,377$417,377$417,377
AlpineP2022-01-012022-12-31$206,242$206,242$206,242
DenhamP2022-01-012022-12-31$517$517$517
LuminateP2022-01-012022-12-31$8,680$8,680$8,680
MCR HospP2022-01-012022-12-31$7,578$7,578$7,578
Pearl Ener IIP2022-01-012022-12-31$55,262$55,262$55,262
NitorumP2022-01-012022-12-31$196,093-$196,093-$196,093
Siguler Guff IP2022-01-012022-12-31$53,546$53,546$53,546
Siguler Guff IIP2022-01-012022-12-31$17,740$17,740$17,740
683 CapitalP2022-01-012022-12-31$76,844$76,844$76,844
GSVP2022-01-012022-12-31$6,952-$6,952-$6,952
SycamoreP2022-01-012022-12-31$10,284$10,284$10,284
MaverickP2022-01-012022-12-31$33,215$33,215$33,215
HighbrookP2022-01-012022-12-31$86,392$86,392$86,392
FuelP2022-01-012022-12-31$2,383-$2,383-$2,383
Whale RockP2022-01-012022-12-31$700,008-$700,008-$700,008
Half skyP2022-01-012022-12-31$54,499-$54,499-$54,499
Tiger XIP2022-01-012022-12-31$52,756$52,756$52,756
Tiger XIVP2022-01-012022-12-31$3,288-$3,288-$3,288
Luminate IIP2022-01-012022-12-31$7,135$7,135$7,135
Lone CascadeP2022-01-012022-12-31$1,287,129-$1,287,129-$1,287,129
01 Advisors 01P2022-01-012022-12-31$39,150-$39,150-$39,150
FairmountP2022-01-012022-12-31$109,398-$109,398-$109,398
DefyP2022-01-012022-12-31$1,876-$1,876-$1,876
Tiger XIIP2022-01-012022-12-31$41,794$41,794$41,794
Anatole LongP2022-01-012022-12-31$1,513,353-$1,513,353-$1,513,353
Boldstart VP2022-01-012022-12-31$600$600$600
RAP2022-01-012022-12-31$880,346-$880,346-$880,346
BiotechP2022-01-012022-12-31$631,264-$631,264-$631,264
Subject to UBITP2022-01-012022-12-31$70,512-$70,512-$70,512
FieldValueIRS element (for citing)
Capital Gain Net Income$1,843,255CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$23,429InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$23,429SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$23,429TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$217,284EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$217,284TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$193,855OverpaymentAmt
Applied To ES Tax$193,855AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.TEAGLEFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1The OrganizationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2123731972PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1570 LEXINGTON AVENUE 38TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ELIZABETH S BOYLAN
570 LEXINGTON AVENUENEW YORKNY10022CHAIR1.00$0$0$0
ANN-MARIE BUCKLEY
570 LEXINGTON AVENUENEW YORKNY10022CFO/TREASURER/SECRETARY40.00$254,600$52,754$0
ANDREW DELBANCO
570 LEXINGTON AVENUENEW YORKNY10022PRESIDENT40.00$388,825$58,389$0
W SCOTT ESSEX
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0
MARY DANA HINTON
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0
PHILIP B POOL JR RETIRED MAY 2023
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0
GRANT A PORTER
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0
BRIAN ROSENBERG
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0
KATE SHAE- RETIRED MAY 2023
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0
WALTER C TEAGLE III
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR/CHAIR EMERITUS1.00$0$0$0
SASKIA LEVY THOMPSON
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0
SHERYL HILLIARD TUCKER
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0
PAULINE YU
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
LONI BORDOLOI PAZICH
570 LEXINGTON AVENUENEW YORKNY10022PROGRAM DIRECTOR40.00$177,250$61,922$0
TAMARA MANN TWEEL
570 LEXINGTON AVENUENEW YORKNY10022PROGRAM DIRECTOR40.00$177,250$29,130$0
GWEN ROBBINS
570 LEXINGTON AVENUENEW YORKNY10022PROGRAM ASSOCIATE40.00$95,025$28,466$0
ANNIE W BEZBATCHENKO
570 LEXINGTON AVENUENEW YORKNY10022SENIOR PROGRAM OFFIC40.00$71,604$10,742$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
EDGEHILL ENDOWMENT PARTNERS
195 CHURCH STREETNEW HAVENCT06510INVESTMENT ADVISORY$698,243
TIFF
170 N RADNOR CHESTER ROADRADNORPA19087INVESTMENT ADVISORY$184,114
FINN PARTNERS
1675 BROADWAYNEW YORKNY10019COMMUNICATIONS$138,609
STONE COAST FUND SERVICES LLC
TWO PORTLAND SQUAREPORTLANDME04101INVESTMENT ADVISORY$62,226
YOUR PART TIME CONTROLLER LLC
150 WALNUT STREETPHILADELPHIAPA19102ACCCOUNTING$58,360
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1MEETINGS AND WEBINARSDescription1Txt
Expenses1$435,721Expenses1Amt
Description2EXXON SCHOLARSHIP MGT. EXP.Description2Txt
Expenses2$54,305Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$152,168,143AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$700,568AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$763,552FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$153,632,263TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$153,632,263AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,304,484CashDeemedCharitableAmt
Net Vl Noncharitable Assets$151,327,779NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,566,389MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,566,389MinimumInvestmentReturnAmt
Tax Based On Investment Income$23,429TaxBasedOnInvestmentIncomeAmt
Income Tax$14,857IncomeTaxAmt
Total Tax$38,286TotalTaxAmt
Distributable Before Adj$7,528,103DistributableBeforeAdjAmt
Recoveries Qualfied Distri$9,734RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,537,837DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,537,837DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,196,015ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$9,196,015QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,537,837DistributableAsAdjustedAmt
Undistributed Income PY$4,172,865UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$9,196,015QualifyingDistributionsAmt
Applied To Year1$4,172,865AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,023,150AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$2,514,687UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (165 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Amer Assocfor Advancement of Science
1200 New York AvenueWashingtonDC20005PCGeneral Support$1,000
American Academy of Arts & Sciences
136 Irving StreetCambridgeMA02138PCGeneral Support$1,500
American Antiquarian Society
185 Salisbury StreetWorcesterMA10027PCGeneral Support$100
American Council of Learned Societies
633 Third Ave 8th FloorNew YorkNY100176795PCGeneral Support$3,100
American Historical Association
PO Box 347214PittsburghPA152514214PCGeneral Support$5,000
American Museum of Natural History
200 Central Park WestNew YorkNY10024PCGeneral Support$1,250
American Philosophical Society
104 South Fifth StreetPhiladelphiaPA191063386PCGeneral Support$1,500
American University
4400 Massachusetts Ave NWWashingtonDC20016PCCornerstone: Learning for Living initiative$31,250
Ashland University
401 College AvenueAshlandOH44805PCKnowledge for Freedom initiative$163,333
Association for Asian Studies Inc
825 Victors Way Ste 310Ann ArborMI48108PCGeneral Support$1,000
Banner Lake Club Inc
PO Box 1875Hobe SoundFL33475PCGeneral Support$25,550
Barnard College
3009 BroadwayNew YorkNY10027PCGeneral Support$1,500
Bexley Education Foundation
348 South Cassingham RoadBexleyOH43209PCGeneral Support$300
Biola University Inc
13800 Biola AvenueLa MiradaCA90639PCKnowledge for Freedom initiative$100,000
Board Of Regents University of Nevada Las Vegas
4505 S Maryland Parkway Box 451055Las VegasNV891541055PCCornerstone: Learning for Living initiative$56,250
Broad Street Presbyterian Church
760 E Broad StreetColumbusOH43205PCGeneral Support$2,000
Brooklyn College Foundation
2900 Bedford AvenueBrooklynNY11210PCCollege-Communities Connections initiative$25,000
Brooklyn Institute for Social Research
68 Jay Street 308BrooklynNY11201PCGeneral Support$9,400
CAMBA Inc
1720 Church Avenue 2nd FloorBrooklynNY11226PCCollege-Communities Connections initiative$25,000
Candid
32 Old Slip 24th FloorNew YorkNY10005PCGeneral Support$10,000
Catawba College
2300 W Innes StreetSalisburyNC28144PCCornerstone: Learning for Living initiative$25,000
Cathedral School of St John the Divine
1047 Amsterdam AvenueNew YorkNY100251702PCGeneral Support$400
Catherine Project Inc
2631 Housley Rd 1006AnnapolisMD21401PCGeneral Support$10,000
Catholic University of America
620 Michigan Avenue NEWashingtonDC20064PCCornerstone: Learning for Living initiative$112,500
Chijnaya Foundation Inc
1717 E Vista Chino Rd Suite A7-488Palm SpringsCA92262PCGeneral Support$1,000
Clark Atlanta University
223 James P Brawley Drive SWAtlantaGA30314PCCornerstone: Learning for Living initiative$56,250
Clemente Course in the Humanities Inc
PO Box 532RosendaleNY12472PCGeneral Support$5,000
Clemson University
391 College Ave Suite 301ClemsonSC29634PCCornerstone: Learning for Living initiative$93,750
Colorado State University Sponsored Programs
2002 Campus DeliveryFort CollinsCO80523PCCornerstone: Learning for Living initiative$125,000
Columbia University
304 Earl Hall MC 2025New YorkNY10027PCGeneral Support$28,500
Cornell University
130 E Seneca St Ste 400IthacaNY14850PCGeneral Support$10,000
Council of Independent Colleges
One Dupont Cir NWWashingtonDC20036PCTransfer Pathways to the Liberal Arts initiative$82,000
Council on Foundations
PO Box 75661BaltimoreMD212755661PCGeneral Support$8,500
DePaul University
1 E Jackson BoulevardChicagoIL60604PCEducation for American Civic Life initiative$95,000
Dickinson College
PO Box 1773CarlislePA170132896PCKnowledge for Freedom initiative$132,000
Dillard University
2601 Gentilly BoulevardNew OrleansLA701223097PCCornerstone: Learning for Living initiative$112,500
Dominican University of California
50 Acacia Avenue Bertrand Hall 103San RafaelCA949012298PCKnowledge for Freedom initiative$25,000
Dutchess County SPCA
636 Violet AvenueHyde ParkNY12538PCGeneral Support$100
East Harlem Tutorial Program
2050 Second AvenueNew YorkNY10029PCGeneral Support$5,000
Elon University
100 Campus DriveElonNC27244PCKnowledge for Freedom initiative$100,000
Emerald Cities Collaborative Inc
1140 Connecticut Ave NW Suite 900BWashingtonDC200364019PCEducation for American Civic Life initiative$80,000
Excelencia in Education
1156 15th Street Suite 1001WashingtonDC20005PCSpecial Project, latino student success$10,000
Federation of State Humanities Councils
1600 Wilson Boulevard Suite 902ArlingtonVA22209PCGeneral Support$100
Fordham University
45 Columbus Ave Fl 8New YorkNY10023PCKnowledge for Freedom initiative$100,000
Fort Lewis College
1000 Rim Drive 140 Berndt HallDurangoCO81301PCCornerstone: Learning for Living initiative$100,000
Foundation for California Community Colleges
1102 Q Street Suite 4800SacramentoCA95811PCSpecial Project, Advancing Innovation in Higher Education$25,000
Foundation for City College
160 Convent Avenue Shepard HallNEW YORKNY10031PCEducation for American Civic Life initiative$200,000Room 154
Foundation for the Study of Independent Social Ideas Inc
120 Wall Street Fl31New YorkNY10005PCGeneral Support$100
Foundation of the University of North Caroline at Wilmington Inc
601 S College RoadWilimingtonNC284035905PCEducation for American Civic Life initiative$80,000
Friends of Bexley Public Library
2411 East Main StreetBexleyOH43209PCGeneral Support$250
George Fox University
414 N Meridian StreetNewbergOR97132PCKnowledge for Freedom initiative$88,000
Guardians of Martin County Inc
PO Box 1489Hobe SoundFL33475PCGeneral Support$100
Gulf Coast Community Foundation co Essex Callaway Family Fund
601 Tamiami Trail SouthVeniceFL34285PCGeneral Support$5,000
Hollins University Corp
Box 9625 7916 Williamson RoadRoanokeVA24020PCGeneral Support$9,812
Hollins University Corp
Box 9625 7916 Williamson RoadRoanokeVA24020PCKnowledge for Freedom initiative$80,000
Hoshyar Foundation
PO Box 28502AustinTX78755PCGeneral Support$2,000
Humane Society of the Treasure Coast
4100 SW Leighton Farm AvenuePalm CityFL34990PCGeneral Support$130
ICE Foundation Inc
PO Box 644New YorkNY10009PCGeneral Support$300
Independent Colleges of Washington
600 Stewart Street Suite 600SeattleWA98101PCTransfer Pathways to the Liberal Arts initiative$52,500
Indiana University Research Institute University Square
1179 Grant Street Suite 1IndianaPA15701PCCornerstone: Learning for Living initiative$100,000
Interfaith America
141 W Jackson Boulevard Suite 3200ChicagoIL60604PC6.Special Project : Civic approach to teaching about religious diversity in general education$37,500
International Scholarship & Tuition
1321 Murfreesboro Pike 800NashvilleTN372172698PCScholarship Program$495,200
Iowa Independent Higher Education Research Foundation
3775 EP True Parkway 253West Des MoinesIA50265PC5.Transfer Pathways to the Liberal Arts initiative$100,000
Jewish Communal Fund
575 Madison Avenue Suite 703New YorkNY10022PCGeneral Support$5,000
John Jay College Foundation Inc
524 West 59th StreetNew YorkNY10019PC6.Special Project : Transforming the John Jay Justice Core Curriculum$104,000
Jupiter Medical Center Foundation
1210 South Old Dixie HighwayJupiterFL33458PCGeneral Support$25,000
Kennesaw State University
1000 Chastain RoadKennesawGA30144PC3.Knowledge for Freedom initiative$25,000
Kent State University
350 S Lincoln Street PO Box 5190KentOH44242PC3.Knowledge for Freedom initiative$15,000
Ladies Who Hoop Inc
711 Amsterdam AvenueNew YorkNY10025PCGeneral Support$600
Limen Recovery Wellness
PO Box 1306WilmingtonDE19899PCGeneral Support$250
Linn-Benton Community College
6500 Pacific Boulevard SWAlbanyOR97321PCCornerstone: Learning for Living initiative$112,500
Literary Classics of the United States Library of America
14 East 60th StreetNew YorkNY10022PCGeneral Support$100
Loyola University of Chicago
820 N Michigan AvenueChicagoIL60611PCKnowledge for Freedom initiative$100,000
Luria Academy of Brooklyn
238 St Marks AveBrooklynNY11238PCGeneral Support$5,000
Maryhaven
1791 Alum Creek DriveColumbusOH43207PCGeneral Support$250
Miami University
501 E High StreetOxfordOH45056PCKnowledge for Freedom initiative$82,000
Michigan Community College Foundation
110 W Michigan Avenue Suite 650LansingMI48933PCTransfer Pathways to the Liberal Arts initiative$30,625
Michigan State University
426 Auditorium Road Room 2East LansingMI48824PCCornerstone: Learning for Living initiative$6,000
Michigan Technological University
1400 Townsend DriveHoughtonMI49931PCCornerstone: Learning for Living initiative$25,000
Minnesota Humanities Center
987 Ivy Ave ESt PaulMN55106PCEducation for American Civic Life initiative$55,000
Minnesota Private College Fund
445 Minnesota Street Ste 500St PaulMN551012903PCTransfer Pathways to the Liberal Arts initiative$72,800
Modern Language Association of America
85 Broad Street Suite 500New YorkNY10004PCGeneral Support$1,000
Modern Language Association of America
85 Broad Street Suite 500New YorkNY10004PCSpecial Project, "Recruitment to careers" pathway planning meeting$15,000
Morehouse College
830 Westview DriveAtlantaGA30314PCSpecial Project, anthology development$10,000
Mount Tamalpais College
PO Box 492San QuentinCA94964PCGeneral Support$1,500
National Humanities Alliance Foundation
1101 Connecticut Ave NW Suite 450WashingtonDC20036PCSpecial Project, engaging high school teachers and students in Washington DC$30,000
Nationwide Children's Hospital
700 Childrens DriveColumbusOH43205PCGeneral Support$250
New England Board of Higher Education
45 Temple PlaceBostonMA02111PCTransfer Pathways to the Liberal Arts initiative$57,000
New World Foundation
680 West End Avenue 1CNew YorkNY10025PCSpecial Project, Anchor Fellows$15,000
New York Botanical Garden
Bronx River Parkway at Fordham RoadBronxNY10458PCGeneral Support$2,000
New York Historical Society
170 Central Park WestNew YorkNY10024PCGeneral Support$100
New York Public Radio
160 Varick StreetNew YorkNY10013PCGeneral Support$1,250
New York Restoration Project
254 W 31st Street 10th FlNew YorkNY10001PCGeneral Support$500
New York University
25 West 4th Street 4th FloorNew YorkNY10012PCKnowledge for Freedom initiative$69,000
Norfolk State University
700 Park AvenueNorfolkVA23504PCCornerstone: Learning for Living initiative$112,500
North Carolina Independent Colleges and Universities
530 N Blount StreetRaleighNC27604PCSpecial Project, Acadeum Project to support credit mobility$50,000
North Carolina State University
Office of Contracts and GrantsRaleighNC776957214PCCornerstone: Learning for Living initiative$25,000
North Central College
30 N Brainard StreetNapervilleIL60540PCKnowledge for Freedom initiative$100,000
Northeast Assamese Community Center
PO Box 168Monmouth JunctionNJ08852PCGeneral Support$2,000
Northern Kentucky University
AC 235 Nunn DriveHighland HeightsKY41099PCCornerstone: Learning for Living initiative$25,000
Northwell Health Foundation
2000 Marcus AvenueNew Hyde ParkNY11042PCGeneral Support$250
Nova Southeastern University
3301 College AvenueFt LauderdaleFL33314PCKnowledge for Freedom initiative$100,000
Ohio Humanities Council
541 W Rich StreetColumbusOH43209PCGeneral Support$750
Onondaga Community College Fdn Inc
4585 West Seneca TurnpikeSyracuseNY13215PCSpecial Project, support the Cornerstone dissemination conference$10,000
Onondaga Community College
4585 West Seneca TurnpikeSyracuseNY13215PCCornerstone: Learning for Living initiative$93,750
Oregon Alliance of Independent Colleges and Universities
8215 SW Tualatin Sherwood RoadTualatinOR97062PCGeneral Support$600Suite 200
Oregon Alliance of Independent Colleges and Universities
8215 SW Tualatin Sherwood RoadTualatinOR97062PCTransfer Pathways to the Liberal Arts initiative$53,600Suite 200
PACE-Philanthropy for Active Civic Engagement
611 Pennsylvania Ave SE Box 372WashingtonDC20003PCGeneral Support$5,000
Partnership for After School Education
11 Broadway Suite 1515New YorkNY10004PCGeneral Support$15,000
Pelotonia
450 W Broad StreetColumbusOH43215PCGeneral Support$500
Philanthropy New York
320 East43rd StreetNew YorkNY10017PCGeneral Support$11,051
Physicians for Peace
520 W 21st Street G2103NorfolkVA23517PCGeneral Support$10,000
Portland State University Foundation
PO Box 243PortlandOR972070243PCKnowledge for Freedom initiative$100,000
Puppies Behind Bars Inc
263 West 38th Street 4th FloorNew YorkNY10018PCGeneral Support$1,000
Rector & Visitors of The University of Virginia
1001 N Emmett StreetCharlottesvilleVA22903PCGeneral Support$25,250
Regents of the University of Michigan
Box 223131PittsburghPA152510422PCCornerstone: Learning for Living initiative$54,000
Research Foundation of the City University of New York
230 West 41st Street 7th FlNew YorkNY10036PCCornerstone: Learning for Living initiative$117,500
Rhinebeck Performing Arts Inc
661 Route 308RhinebeckNY12572PCGeneral Support$100
Rochester Institute of Technology
One Lomb Memorial DriveRochesterNY146235603PCCornerstone: Learning for Living initiative$131,250
Rutgers University Foundation
335 George Street Liberty Plaza -New BrunswickNJ08901PCGeneral Support$100Suite 4000
Saint Louis University
3700 West Pine MallSt LouisMO63108PCCornerstone: Learning for Living initiative$6,250
Social Good Fund
PO Box 5473RichmondCA94805PCGeneral Support$609
St Joseph's University New York
245 Clinton AvenueBrooklynNY11205PCKnowledge for Freedom initiative$60,000
St Mary's School
900 Hillsborough StreetRaleighNC27603PCGeneral Support$5,188
Stanford University
PO Box 44253San FranciscoCA94144PCCornerstone: Learning for Living initiative$93,750
Stephen Siller Tunnel to Tower Fnd
2361 Hylan BoulevardStaten IslandNY10306PCGeneral Support$500
Stony Brook Foundation
230 AdministrationStony BrookNY11794PCKnowledge for Freedom initiative$124,600
Taft School Corporation
110 Woodbury RoadWatertownCT06795PCGeneral Support$15,000
Texas A&M University System
400 Harvey Mitchell Parkway S SuiteCollege StationTX77845PCCornerstone: Learning for Living initiative$50,000300
Texas Community College Education Initiative
1304 San Antonio St Ste 2011AustinTX78701PCFaculty Planning and Curricular Coherence initiative$15,000
The Association of American Colleges & Universities
1818 R Street NWWashingtonDC20009PCSpecial Project, conference sponsorship 2023$10,000
The Children's Aid Society
117 West 124th Street 3rd FloorNew YorkNY10027PCGeneral Support$200
The Great Questions Foundation
3312 Touchstone StreetAustinTX78723PCGeneral Support$15,000
The Pennsylvania State University
227 W Beaver Avenue Suite 401State CollegePA16801PCCornerstone: Learning for Living initiative$175,000
The Phi Beta Kappa Society
1606 New Hampshire Avenue NWWashingtonDC20009PCSpecial Project, expand membership to additional HBCU institutions$25,000
The UCLA Foundation
10920 Wilshire Boulevard Suite 900Los AngelesCA90024PCGeneral Support$5,000
Theater for Personal Growth Inc
114 West 29th Street 2nd FloorNew YorkNY10001PCGeneral Support$500
Thomas Jefferson University
1020 Walnut St 5th FloorPhiladelphiaPA19107PCCornerstone: Learning for Living initiative$125,000
Timothy M Draper Center for Dance Education
1326 University AvenueRochesterNY14607PCGeneral Support$300
Trustees of Boston University
881 Commonwealth Avenue 4th FloorBostonMA02215PCKnowledge for Freedom initiative$100,000
Trustees of Columbia University in the City of New York
304 Earl Hall MC 2025New YorkNY10027PCSpecial Project, Teagle Humanities Fellow$50,000
Tuskegee University
1200 W Montgomery RoadTuskegeeAL36088PCCornerstone: Learning for Living initiative$112,500
Univof Wisconsin System-Platteville
1 University PlazaPlattevilleWI53818PCCornerstone: Learning for Living initiative$100,000
University of Dallas
1845 E Northgate DriveIrvingTX75062PCKnowledge for Freedom initiative$100,000
University of Massachusetts Amherst
100 Venture Way Suite 201HadleyMA010359462PCCornerstone: Learning for Living initiative$25,000
University of Massachusetts Foundation Inc
100 Carlson Avenue Bldg 12NewtonMA02459PCKnowledge for Freedom initiative$83,000
University of Notre Dame
836 Grace HallNotre DameIN46556PCCornerstone: Learning for Living initiative$93,750
University of Puerto Rico Mayaguez Campus
PO Box 9000MayaguezPR00680PCCornerstone: Learning for Living initiative$25,000
University of Rhode Island Foundation & Alumni Engagement
79 Upper College RoadKingstonRI02881PCKnowledge for Freedom initiative$33,000
University of Richmond
114 UR DriveUniversity of RichmoVA23173PCGeneral Support$1,000
University of Texas Foundation
9011 Mountain Ridge Dirve Suite 150AustinTX78759PCKnowledge for Freedom initiative$25,000
Upstate Films Limited
PO Box 324RhinebeckNY12572PCGeneral Support$100
Ursinus College
601 E Main StreetCollegevillePA19426PCCornerstone: Learning for Living initiative$21,000
Ussga Memorial Fund Inc
49 Knollwood RdElmsfordNY10523PCGeneral Support$25,000
Valdosta State University Foundation
1500 N Patterson StValdostaGA31698PCKnowledge for Freedom initiative$100,000
Vanderbilt University
110 21st Avenue SouthNashvilleTN37203PCCornerstone: Learning for Living initiative$25,000
Vassar College
124 Raymond AvenuePoughkeepsieNY12604PCCornerstone: Learning for Living initiative$25,000
Villanova University
800 E Lancaster AvenueVillanovaPA19085PCKnowledge for Freedom initiative$70,000
Virginia Foundation for Independent Colleges
901 East Byrd Street Suite 1625RichmondVA23219PCTransfer Pathways to the Liberal Arts initiative$55,000
Virginia Union University
1500 N Lombardy StreetRichmondVA23220PCCornerstone: Learning for Living initiative$84,375
Washington College
300 Washington AvenueChestertownMD21620PCKnowledge for Freedom initiative$42,000
Washington University in St Louis
One Brookings DriveSt LouisMO63130PCKnowledge for Freedom initiative$83,334
Wellesley College
106 Central StreetWellesleyMA02481PCGeneral Support$3,000
WMHT Educational Telecommunications
4 Global ViewTroyNY12180PCGeneral Support$100
Zephyr Education Foundation
54 Widgeon RoadFalmouthMA02540PCGeneral Support$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,987,507TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Biola University
13800 Biola AvenueLa MiradaCA90639PCKnowledge for Freedom initiative$100,000
Catawba College
2300 W Innes StreetSalisburyNC28144PCCornerstone: Learning for Living initiative$75,000
City College of New York
160 Convent AvenueNew YorkNY10031PCEducation for American Civic Life initiative$100,000
Columbia University
304 Earl Hall MC 2025New YorkNY10027PCKnowledge for Freedom initiative$200,000
Council of Independent Colleges
One Dupont Cir NWWashingtonDC20036PCTransfer Pathways to the Liberal Arts initiative$44,000
DePaul University
1 E Jackson BoulevardChicagoIL60604PCEducation for American Civic Life initiative$95,000
Drexel University
3141 Chestnut Street Suite 103PhiladelphiaPA19104PCEducation for American Civic Life initiative$210,000
Elon University
100 Campus DriveElonNC27244PCKnowledge for Freedom initiative$100,000
Fordham University
45 Columbus Ave Fl 8New YorkNY10023PCKnowledge for Freedom initiative$100,000
Hollins University
Box 9625 7916 Williamson RoadRoanokeVA24020PCKnowledge for Freedom initiative$160,000
Houston Community College
3100 Main Street Suite 12B12 MCHoustonTX77002PCCornerstone: Learning for Living initiative$25,0001148
Independent Colleges of Washington
600 Stewart Street Suite 600SeattleWA98101PCTransfer Pathways to the Liberal Arts initiative$23,000
Iowa Independent Higher Education Research Foundation
3775 EP True Parkway 253West Des MoinesIA50265PCTransfer Pathways to the Liberal Arts initiative$110,000
Loyola University of Chicago
820 N Michigan AvenueChicagoIL60611PCKnowledge for Freedom initiative$200,000
Miami University
501 E High StreetOxfordOH45056PCKnowledge for Freedom initiative$130,000
Michigan Community College Foundation
110 W Michigan Avenue Suite 650LansingMI48933PCTransfer Pathways to the Liberal Arts initiative$76,250
Minnesota Humanities Center
987 Ivy Ave ESt PaulMN55106PCEducation for American Civic Life initiative$195,000
Minnesota Private College Fund
445 Minnesota Street Ste 500St PaulMN551012903PCTransfer Pathways to the Liberal Arts initiative$62,800
New England Board of Higher Education
45 Temple PlaceBostonMA02111PCTransfer Pathways to the Liberal Arts initiative$143,000
North Central College
30 N Brainard StreetNapervilleIL60540PCKnowledge for Freedom initiative$200,000
Nova Southeastern University
3301 College AvenueFt LauderdaleFL33314PCKnowledge for Freedom initiative$200,000
Oregon Alliance of Independent Colleges and Universities
8215 SW Tualatin Sherwood RoadTualatinOR97062PCTransfer Pathways to the Liberal Arts initiative$106,400Suite 200
Portland State University Foundation
PO Box 243PortlandOR972070243PCKnowledge for Freedom initiative$100,000
Queens Community House
108-25 62nd DriveForest HillsNY11375PCKnowledge for Freedom initiative$250,000
Research Foundation of the City University of New York
230 West 41st Street 7th FlNew YorkNY10036PCSpecial Project: College Completion Innovation Fund$50,000
Saint Louis University
3700 West Pine MallSt LouisMO63108PCCornerstone: Learning for Living initiative$250,000
St Joseph's University
245 Clinton AvenueBrooklynNY11205PCKnowledge for Freedom initiative$170,000
The Colin Powell School for Civic and Global Leadership at CUNY
160 Convent Avenue NAC 6/141New YorkNY10031PCEducation for American Civic Life initiative$100,000
University of Dallas
1845 E Northgate DriveIrvingTX75062PCKnowledge for Freedom initiative$100,000
University of Massachusetts Amherst
100 Venture Way Suite 201HadleyMA010359462PCKnowledge for Freedom initiative$167,000
University of Michigan-Flint
3003 S State Street 1st FloorAnn ArborMI48109PCCornerstone: Learning for Living initiative$31,000
University of North Carolina Wilmington
601 South College RoadWilmingtonNC28403PCEducation for American Civic Life initiative$220,000
University of Puerto Rico - Mayaguez
PO Box 9000MayaguezPR006809000PCCornerstone: Learning for Living initiative$300,000
University of Rhode Island
35 Campus AvenueKingstonRI02881PCKnowledge for Freedom initiative$217,000
Ursinus College
601 E Main StreetCollegevillePA19426PCCornerstone: Learning for Living initiative$65,000
Valdosta State University
1500 N Patterson StValdostaGA31698PCKnowledge for Freedom initiative$100,000
Villanova University
800 E Lancaster AvenueVillanovaPA19085PCKnowledge for Freedom initiative$70,000
Virginia Foundation for Independent Colleges
901 East Byrd Street Suite 1625RichmondVA23219PCTransfer Pathways to the Liberal Arts initiative$120,000
Washington College
300 Washington AvenueChestertownMD21620PCKnowledge for Freedom initiative initiative$84,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$5,049,450TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$328,941UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$2,003,278ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$70,512UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$1,843,255ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$399,453UnrelatedBusinessTaxblIncmAmt
Exclusion$3,846,533ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,245,986TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
NATIONAL ENDOWMENT FOR THE HUMANITIES
1400 7TH STREET SWWASHINGTONDC20024$984,563Yes (X)
MALCOLM RUSSELL-EINHORN
2C/O THE TEAGLE FOUNDATION 570 LEXINNEW YORKNY10022$25,296Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property929 SHS JPMORHAN HEDGED EQUITYNoncashPropertyDesc
Fair Market Value$25,296FairMarketValueAmt
Received2023-06-07ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUDIT AND TAX PREPARATION$32,000$0$25,000
ACCOUNTING/BOOKKEEPING$74,060$0$69,448

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDescCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtRtRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
LEASEHOLD IMPROVEMENTS$234,447$187,649SL0.000000000000$15,630$0
FURNITURE & EQUIPMENT$234,011$185,920SL0.000000000000$15,711$0
PAINTINGS$30,480SL0.000000000000$0$0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Apax Europe VII, L.P.$5,023$5,023
Highbridge Mezzanine Partners, L.P.$3,733$3,733

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ExxonMobil Corporation$6,228,544$6,228,544
Vanguard S&P 500 ETF$19,375,166$19,375,166
Vanguard Total World Stock Index Fund$6,218,291$6,218,291
WisdomTree Cloud Computing Fund$3,382,612$3,382,612

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$18,614,280USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$18,614,280USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (73 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Advisors 01, L.P.FMV$1,526,487$1,526,487
Advisors 02, L.P.FMV$375,702$375,702
Alpine Investors VI, L.P.FMV$2,040,885$2,040,885
Alpine Investors VII, L.P.FMV$2,705,339$2,705,339
Alpine Investors VIII, L.P.FMV$604,268$604,268
Alta RockFMV$3,539,222$3,539,222
Anatole Partners Enhanced, LTDFMV$1,699,082$1,699,082
Anatole Partners Long Only, L.P.FMV$2,240,695$2,240,695
Apollo VII Private Investors Tax Exempt, LLCFMV$13,520$13,520
Asian Infrastructure & Related Resource Opportunity FundFMV$472,621$472,621
Balboa Retail Fund II, L.P.FMV$450,518$450,518
Biotechnology Value Fund IIFMV$5,357,746$5,357,746
BLC II Fund B, L.P.FMV$390,871$390,871
Boldstart Opportunities II, L.P.FMV$318,938$318,938
Boldstart Opportunities III, L.P.FMV$62,494$62,494
Boldstart Opportunities VI, L.P.FMV$7,812$7,812
Boldstart Ventures V, L.P.FMV$53,826$53,826
Boulder Ridge Estates, LLCFMV$210,773$210,773
Defy Partners II, L.P.FMV$690,607$690,607
Denham Mining Fund, L.P.FMV$1,110,591$1,110,591
Fairmount Healthcare Fund II, L.P.FMV$5,466,680$5,466,680
Flexpoint FordFMV$567,043$567,043
Fuel Capital III, L.P.FMV$222,798$222,798
GSV Acceleration Fund I, L.P.FMV$631,805$631,805
Half Sky Fund, Ltd.FMV$1,178,617$1,178,617
HarbourVest Partners V-Direct FundFMV$14,349$14,349
HarbourVest Partners VII - Buyout Partnership FundFMV$47,568$47,568
HarbourVest Partners V-Partnership FundFMV$59,837$59,837
HighBrook Propery Fund III, LPFMV$376,073$376,073
Hopu MagnoliaFMV$85,216$85,216
India Property Fund, LLCFMV$31,678$31,678
Industrial Growth Partners VFMV$58,345$58,345
Industrial Growth Partners VIFMV$420,548$420,548
Insolve Global Credit Feeder Fund III, L.P.FMV$1,635,006$1,635,006
Insolve Global Credit Feeder Fund IV, L.P.FMV$1,694,899$1,694,899
Insolve Global Credit Feeder Fund V, L.P.FMV$2,583,415$2,583,415
Kimmeridge Mineral Fund, L.P.FMV$1,277,163$1,277,163
Knightsbridge Integrated Holdings V, L.P.FMV$4,284$4,284
Knightsbridge Venture Capital VI, L.P.FMV$1,112,946$1,112,946
Lion Point International, Ltd.FMV$168,566$168,566
Lone CascadeFMV$79,675$79,675
Luminate Capital Partners, L.P.FMV$679,910$679,910
Luminate II Capital Partners, L.P.FMV$1,280,813$1,280,813
Luminate III Capital Partners, L.P.FMV$567,634$567,634
Maverick Lien Fund V, L.P.FMV$485,269$485,269
MCR Hospitality Fund, L.P.FMV$704,627$704,627
OtherFMV$7,083$7,083
Park Presidio Capital Fund, Ltd.FMV$3,064,869$3,064,869
Parvus European Opportunities Fund, L.P.FMV$12,647,725$12,647,725
Pearl I Energy Investments, L.P.FMV$3,057,642$3,057,642
Pearl II Energy Investments, L.P.FMV$310,526$310,526
RA Capital Healthcare International Fund, Ltd.FMV$1,660,254$1,660,254
Ridgeview Land Ventures, LLCFMV$38,320$38,320
Riverstone EnergyFMV$637$637
Rock Springs Capital Fund, L.P.FMV$4,567,216$4,567,216
SCGE Offshore Fund, L.P.FMV$3,915,133$3,915,133
Sierra Hills Investors, LLCFMV$57,679$57,679
Siguler Guff Brazil Special Situations Fund IFMV$2,132,647$2,132,647
Siguler Guff Brazil Special Situations Fund IIFMV$877,231$877,231
Sycamore Partners III, L.P.FMV$617,443$617,443
SYN Ventures Fund II LPFMV$57,873$57,873
SYN Ventures Fund LPFMV$729,517$729,517
TEN ELEVEN PARTNERSFMV$48,475$48,475
TIFF Keystone Fund, L.P.FMV$11,122,694$11,122,694
Tiger Global Long Opportunities, Ltd.FMV$590,078$590,078
Tiger X Global Private Investment Partners, L.P.FMV$2,150,732$2,150,732
Tiger XI Global Private Investment Partners, L.P.FMV$1,209,057$1,209,057
Tiger XII Global Private Investment Partners, L.P.FMV$805,054$805,054
Tiger XIV Global Private Investment Partners, L.P.FMV$532,737$532,737
West Bickford Holdings, LLCFMV$200,130$200,130
Whale Rock CapitalFMV$334,019$334,019
Will Ventures II LLCFMV$56,650$56,650
Zhen Partners VII, L.P.FMV$36,850$36,850

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
LEASEHOLD IMPROVEMENTS$234,447$203,279$31,168
FURNITURE & EQUIPMENT$234,011$201,631$32,380
PAINTINGS$30,480$0$30,480

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$4,580LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,550DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescRIGHT OF USE ASSETSDesc
EOY Book Value$638,693EOYBookValueAmt
EOYFMV$638,693EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN DEFERRED TAXDesc
Amt$201,346Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$28,838$0$28,956
STATIONARY, POSTAGE AND SUPPLIES$3,283$646$2,976
COMPUTER SUPPORT$29,687$5,842$24,337
MAINTENANCE & REPAIRS$23,112$4,548$19,409
DUES$10,192$594$10,128
EXXON SCHOLARSHIP MGT. EXP.$54,305$0$47,305
OFFICE EQUIPMENT, FURNITURE, ETC.$58,983$11,983$49,315
WEBSITE$31,088$6,118$24,970
INTERN$5,990$0$6,413
INCENTIVES$2,255$444$1,811

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED APPRECIATIONDesc
Amt$14,417,525Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED FEDERAL EXCISE TAX$289,459$490,805
LEASE PAYABLE$0$642,613

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$1,001,929$1,001,929$0
INVESTMENT CONSULTING$760,469$760,469$0
PROGRAM CONSULTING$63,543$0$41,148
CONSULTING$41,596$0$21,307
PAYROLL FEES$14,214$0$14,214
HONORARIA AND ADVISORY COUNCIL$7,500$0$7,500
MEDIA RELATIONS$138,609$0$138,609

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE AND UBIT TAX$135,401$0$0
NYS FILING FEES$0$0$1,500