JOHN A HARTFORD FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOHN A HARTFORD FOUNDATION (EIN 13-1667057)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-17
- IRS object ID
- 202432619349100808
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-17T13:15:19-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132060851 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Owen J Flanagan & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 445 Hamilton Avenue 11th floor | AddressLine1Txt |
| City | White Plains | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131667057 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN A HARTFORD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2128327788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 59TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EVA CHENG | PersonNm |
| Person Title | VP - FINANCE | PersonTitleTxt |
| Phone | 2128327788 | PhoneNum |
| Signature | 2024-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Sunkel | PreparerPersonNm |
| PTIN | P00706145 | PTIN |
| Phone | 2126822783 | PhoneNum |
| Preparation | 2024-09-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $675,031,343 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $944,326 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $944,326 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,715,854 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,719,067 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,919,380 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $130,085,071 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,919,380 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $51,738 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,631,298 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,582,773 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,462,619 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $104,805 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,357,814 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,718,679 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $36,905 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,680,044 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,323,545 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $56,728 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,271,891 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,730 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,730 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $43,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,665,832 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,136,450 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,523,765 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $183,450 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $64,334 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $242,154 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,206 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $237,944 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $393,648 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $24,418 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $363,791 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $11,334 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $11,334 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $403,901 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,920 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $392,852 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,526,226 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,402,932 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,874,665 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,176,380 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,870,685 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,702,606 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,402,932 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,745,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,071,308 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,179,841 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,162,593 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,790,643 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,790,643 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $126,286 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $119,706 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $119,706 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $6,808,189 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,454,720 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,454,720 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $163,759,557 | CorporateStockBOYAmt |
| Corporate Stock EOY | $187,902,126 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $187,902,126 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $87,205,584 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $103,522,180 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $103,522,180 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $344,070,527 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $359,765,949 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $359,765,949 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,388,395 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,102,583 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $260,476 | LandBOYAmt |
| Land EOY | $285,812 | LandEOYAmt |
| Land EOYFMV | $285,812 | LandEOYFMVAmt |
| Other Assets BOY | $100,758 | OtherAssetsBOYAmt |
| Other Assets EOY | $190,207 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $190,207 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $618,493,970 | TotalAssetsBOYAmt |
| Total Assets EOY | $675,031,343 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $675,031,343 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $798,442 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $790,782 | AccountsPayableEOYAmt |
| Grants Payable BOY | $33,865,004 | GrantsPayableBOYAmt |
| Grants Payable EOY | $38,170,699 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $2,468,156 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,672,333 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $37,131,602 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $42,633,814 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $581,362,368 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $632,397,529 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $581,362,368 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $632,397,529 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $618,493,970 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $675,031,343 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $581,362,368 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,071,308 | ExcessRevenueOverExpensesAmt |
| Other Increases | $73,106,473 | OtherIncreasesAmt |
| Subtotal | $632,397,533 | SubtotalAmt |
| Other Decreases | $4 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $632,397,529 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| STOCKS,ETFS, MF AND COMMINGLED FUNDS | P | $107,787,214 | $97,389,293 | $10,397,921 | $10,397,921 |
| FIXED INCOME FUNDS | P | $22,295,708 | $23,935,771 | -$1,640,063 | -$1,640,063 |
| PRIVATE EQUITY, PRIVATE DEBT AND REAL ESTATE | P | $1,840,627 | -$1,840,627 | -$1,840,627 | |
| CLASS ACTION | P | $2,149 | $2,149 | $2,149 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,919,380 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $183,200 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $183,200 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $183,200 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $253,207 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $253,207 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $70,007 | OverpaymentAmt |
| Applied To ES Tax | $70,007 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JOHNAHARTFORD.ORG | WebsiteAddressTxt |
| Individual With Books | EVA CHENG | IndividualWithBooksNm |
| Phone | 2128327788 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 59TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN H ALLEN | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.30 | $14,000 | $0 | $0 |
| HUA EVA CHENG | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | VICE PRES, FINANCE & CFO | 40.00 | $267,400 | $94,011 | $0 |
| TERESA T FULMER | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | PRESIDENT | 40.00 | $626,942 | $99,485 | $0 |
| JENNIFER PHILLIPS | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | CORPORATE SECY (THRU 11-6-23) | 40.00 | $98,282 | $45,047 | $0 |
| MARGARET L WOLFF | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.50 | $16,000 | $0 | $0 |
| NIRAV R SHAH | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.30 | $14,000 | $0 | $0 |
| LIAM DONOHUE | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.00 | $13,500 | $0 | $0 |
| GINNA BAIK | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 0.80 | $11,495 | $0 | $0 |
| JOHN R MACH JR MD | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | CHAIR | 2.20 | $16,000 | $0 | $0 |
| ELIZABETH A PALMER | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | CO VICE-CHAIR | 1.70 | $15,500 | $0 | $0 |
| EARL A SAMSON III | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | CO VICE-CHAIR | 1.70 | $16,000 | $0 | $0 |
| CHARLES M FARKAS | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.00 | $13,500 | $0 | $0 |
| RANI E SNYDER | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | VICE PRESIDENT, PROGRAM | 40.00 | $300,000 | $98,997 | $0 |
| DAVID DI MARTINO | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.20 | $13,500 | $0 | $0 |
| TRIPLER PELL | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.50 | $16,000 | $0 | $0 |
| PHYLLIS MEADOWS | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 0.80 | $10,500 | $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 |
|---|---|---|---|---|---|---|---|---|
| MARCUS ESCOBEDO | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | VP COMM, SR PROGRAM | 40.00 | $221,900 | $71,031 | $0 |
| JANE CARMODY | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | SENIOR PROGRAM OFFIC | 40.00 | $188,800 | $72,072 | $0 |
| NANCY WEXLER | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | PROGRAM OFFICER | 40.00 | $194,200 | $48,151 | $0 |
| JON MILLER | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | GRANTS MANAGER | 40.00 | $120,300 | $68,643 | $0 |
| SCOTT BANE | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | PROGRAM OFFICER | 40.00 | $146,800 | $42,082 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS & COMPANY | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | INVESTMENT ADVISOR & MANAGERS | $1,400,962 |
| DE SHAW OCULUS OFFSHORE | |||||
| 1166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | INVESTMENT MANAGER | $283,750 |
| CANTILLON CAPITAL MANAGEMENT | |||||
| 400 WEST 5TH STREET | NEW YORK | NY | 10019 | INVESTMENT MANAGER | $223,675 |
| NON-US EQUITY MANAGERS PORTFOLIO 4 | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | INVESTMENT MANAGER | $212,024 |
| MCDONALD DYNAMIC EQUITY LLC | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | INVESTMENT MANAGER | $172,236 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 25 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COMMUNICATION & DISSEMINATION - TO DISSEMINATE RESOURCES, INCLUDING RESEARCH, REPORTS, EDUCATIONAL MODULES, ARTICLES, TRAINING OPPORTUNITIES, PRODUCED BY THE FOUNDATION'S GRANTEES. TO PARTNER WITH MEDIA OUTLETS TO CREATE CONTENT ABOUT AGING ISSUES AND SUPPORT PROGRAMS THAT HELP JOURNALISTS DO A BETTER JOB REPORTING ON AGING AND HEALTH TOPICS. | Description1Txt |
| Expenses1 | $1,903,799 | Expenses1Amt |
| Description2 | AGING AND HEALTH MEETINGS - TO IDENTIFY COMMON INTERESTS AND ISSUES AMONG GRANTEES AND OPERATIONALIZED NEW PROGRAM-RELATED AND GRANT IDEAS. | Description2Txt |
| Expenses2 | $100,000 | Expenses2Amt |
| Description3 | TECHNICAL ASSISTANCE - TO PROVIDE REGULAR ASSISTANCE AND CONSULTANT EXPENSES TO GRANTEES | Description3Txt |
| Expenses3 | $51,000 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $629,710,236 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $629,710,236 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $629,710,236 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,445,654 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $620,264,582 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,013,229 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,013,229 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $183,200 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $183,200 | TotalTaxAmt |
| Distributable Before Adj | $30,830,029 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $28,038 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,858,067 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,858,067 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,745,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $89,670 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $30,835,020 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,858,067 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $29,925,847 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,835,020 | QualifyingDistributionsAmt |
| Applied To Year1 | $29,925,847 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $909,173 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $29,948,894 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PRESIDENT THE JOHN A HARTFORD FOUND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 59TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128327788 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE MAILED TO THE PRESIDENT OF THE FOUNDATION AT THE ABOVE ADDRESS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ONLY TO EXEMPT ORGANIZATIONS UNDER 501 (C)(3) OF THE IRS CODE, AND THAT ARE NOT PRIVATE FOUNDATIONS WITHIN THE MEANING OF SECTION 509 (A) OR A STATE OR POLITICAL SUBDIVISION THEREOF. NO GRANTS TO INDIVIDUALS. OUR PROGRAMMATIC AREAS OF EMPHASIS INCLUDE AGE-FRIENDLY HEALTH SYSTEM, FAMILY CAREGIVER SUPPORT AND SERIOUS ILLNESS/END OF LIFE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AcademyHealth | |||||||
| 1666 K Street NW Suite 1100 | Washington | DC | 20006 | PC | Operating support | $2,500 | |
| Alzheimer's Association | |||||||
| 225 N Michigan Avenue | Chicago | IL | 606017633 | PC | "Everyday Technologies for Alzheimer Care" Initiative | $20,000 | |
| American College of Surgeons | |||||||
| 633 N Saint Clair Street | Chicago | IL | 606113295 | PC | Geriatric Surgery Verification and Quality Improvement Program | $593,690 | |
| American Geriatrics Society Inc | |||||||
| 40 Fulton Street 18th Floor | New York | NY | 10038 | PC | Increasing Geriatrics Expertise in Surgical and Medical Specialties - Phase III | $628,186 | |
| American Heart Association Inc | |||||||
| 7272 Greenville Avenue | Dallas | TX | 75231 | PC | Dr. Christopher A. Langston | $25,000 | |
| American Public Health Association Inc | |||||||
| 800 I ST NW | Washington | DC | 20001 | PC | National Public Health Week 2005 | $500 | |
| American Society of Consultant Pharmacists Foundation | |||||||
| 1321 Duke St | Alexandria | VA | 22314 | PC | Leveraging Pharmacists as Age-Friendly 4Ms Champions | $862,685 | |
| American Society on Aging | |||||||
| 548 Market Street PMB 85589 | San Francisco | CA | 941045401 | PC | Sponsorship of the 2002 Joint Conference of the National Council on the Aging and the American Society on Aging | $104,415 | |
| American Society on Aging | |||||||
| 548 Market Street PMB 85589 | San Francisco | CA | 941045401 | PC | Sponsorship of the 2002 Joint Conference of the National Council on the Aging and the American Society on Aging | $20,000 | |
| American Society on Aging | |||||||
| 548 Market Street PMB 85589 | San Francisco | CA | 941045401 | PC | Sponsorship of the 2002 Joint Conference of the National Council on the Aging and the American Society on Aging | $825 | |
| American Telemedicine Association | |||||||
| 901 N Glebe Road Suite 850 | Arlington | VA | 22203 | PC | Telehealth post-COVID-19 Campaign | $10,000 | |
| Benjamin Rose Institute on Aging | |||||||
| 11890 Fairhill Road | Cleveland | OH | 44120 | PC | Training on Abuse, Neglect, and Exploitation of Disabled and Older Adults for Staff of Home Health Agencies on Aging | $450,000 | |
| Benjamin Rose Institute on Aging | |||||||
| 11890 Fairhill Road | Cleveland | OH | 44120 | PC | Training on Abuse, Neglect, and Exploitation of Disabled and Older Adults for Staff of Home Health Agencies on Aging | $213,796 | |
| Beth Israel Deaconess Medical Center Inc | |||||||
| 330 Brookline Avenue BR 259 | Boston | MA | 022155491 | PC | Harvard Center of Excellence | $498,230 | |
| Brandeis University Development | |||||||
| 415 South Street | Waltham | MA | 02453 | PC | Princeton Conference October 2-4, 2023 | $2,500 | |
| Brookings Institution | |||||||
| 1775 Massachusetts Avenue NW | Washington | DC | 20036 | PC | Long-Term Care Financing & Organization | $25,000 | |
| Case Western Reserve University | |||||||
| 10900 Euclid Avenue | Cleveland | OH | 441067015 | PC | John A. Hartford Center of Gerontological Nursing Excellence (invitation to submit) | $970,993 | |
| Center for Health Care Strategies Inc | |||||||
| 300 American Metro Blvd Suite 125 | Hamilton | NJ | 08619 | PC | Helping States Support Families Caring for an Aging America | $200,000 | |
| Center for Health Care Strategies Inc | |||||||
| 300 American Metro Blvd Suite 125 | Hamilton | NJ | 08619 | PC | Helping States Support Families Caring for an Aging America | $100,000 | |
| Center for Health Policy Development National Academy for State Health Po | |||||||
| 1233 20th St NW Suite 303 | Washington | DC | 20036 | PC | Well Managed Care for Medicaid | $793,458 | |
| Columbia University | |||||||
| 100 Haven Avenue Suite 6A | New York | NY | 10001 | PC | Effectiveness of social workers as members of multidisciplinary health care teams in acute care settings | $5,000 | |
| Community Health Accreditation Program Inc | |||||||
| 2300 Clarendon Boulevard | Arlington | VA | 22201 | PC | President's Discretionary Grant: Age-Friendly Care at Home (AFCH) Workgroup | $50,000 | |
| Council of Medical Specialty Societies | |||||||
| 633 N Saint Clair St | Chicago | IL | 60611 | PC | National Patient Injury Prevention | $100,000 | |
| Diverse Elders Coalition | |||||||
| 305 Seventh Avenue 15th Floor | New York | NY | 10001 | PC | Addressing Unmet Family Caregiving Needs in Diverse Older Communities: Planning Grant Fiscal Sponsor for Diverse Elders Coalition: Services & Advocacy for Gay Lesbian Bisexual & Transgender Elders, Inc. (SAGE) | $349,217 | |
| Education Development Center Inc | |||||||
| 300 Fifth Avenue | Waltham | MA | 02451 | PC | Support to disseminate "NICHE" results | $558,421 | |
| Education Development Center Inc | |||||||
| 300 Fifth Avenue | Waltham | MA | 02451 | PC | Support to disseminate "NICHE" results | $900,000 | |
| ENCORE CREATIVITY CORPORATION | |||||||
| 6955 Willow Street NW | Washington | DC | 20012 | PC | Singing to combat social isolation. | $10,000 | |
| FAIR Health | |||||||
| 530 Fifth Avenue 18th Floor | New York | NY | 10036 | PC | Study of older adults most vulnerable to COVID-19 illness. | $482,632 | |
| Generation Entertainment | |||||||
| 2132 Butler Ave | Los Angeles | CA | 90025 | PC | Why Survive: Being Old In America Documentary Film | $698,220 | |
| Gerontological Society of America | |||||||
| 1220 L Street NW Suite 901 | Washington | DC | 20005 | PC | Hartford Geriatric Social Work Faculty Scholars Program and National Network (Cohorts II - IV) | $282,660 | |
| Gerontological Society of America | |||||||
| 1220 L Street NW Suite 901 | Washington | DC | 20005 | PC | Hartford Geriatric Social Work Faculty Scholars Program and National Network (Cohorts II - IV) | $125,000 | |
| Grantmakers In Aging | |||||||
| 333 Mamaroneck Avenue 238 | White Plains | NY | 10605 | PC | General support | $124,522 | |
| Grantmakers In Aging | |||||||
| 333 Mamaroneck Avenue 238 | White Plains | NY | 10605 | PC | General support | $30,000 | |
| Grantmakers In Health | |||||||
| 1100 Connecticut Avenue NW Suite | Washington | DC | 20036 | PC | General support | $20,150 | 1100 |
| Health Careers Futures | |||||||
| EQT Tower 625 Liberty Avenue Suite | Pittsburgh | PA | 15222 | SO I | Revisiting the Teaching Nursing Home | $1,585,880 | 2500 |
| Health Research and Educational Trust | |||||||
| 155 North Wacker Suite 400 | Chicago | IL | 60606 | SO I | HRET Trust Award | $587,026 | |
| Hebrew Home for the Aged | |||||||
| 5901 Palisade Ave | Bronx | NY | 10471 | PC | Joy Solomon Retirement Breakfast | $1,000 | |
| Hebrew Home for the Aged at Riverdale Foundation | |||||||
| 5901 Palisade Avenue | Riverdale | NY | 10471 | PC | Ms. Nora O'Brien-Suric | $13,300 | |
| Hilarity for Charity | |||||||
| 9301 Wilshire Blvd Ste 507 | Beverly Hills | CA | 90210 | PC | Hilarity for Charitys work on Humans of Dementia and/or to combat Alzheimers stigma | $10,000 | |
| Hispanics in Philanthropy | |||||||
| 548 Market St 60300 | San Francisco | CA | 94104 | PC | Mr. Marcus R. Escobedo | $5,000 | |
| Home Centered Care Institute | |||||||
| 1900 East Golf Road Suite 480 | Schaumburg | IL | 60173 | PC | Moving and Scaling Home-Based Primary Care into the Mainstream of US Health Care formerly National Home Care Medicine Education & Expansion Initiative | $35,000 | |
| Icahn School of Medicine at Mount Sinai | |||||||
| One Gustave L Levy Place | New York | NY | 10029 | PC | Geriatrics - Surgical Interdisciplinary Team | $767,253 | |
| Icahn School of Medicine at Mount Sinai | |||||||
| One Gustave L Levy Place | New York | NY | 10029 | PC | Geriatrics - Surgical Interdisciplinary Team | $667,541 | |
| Institute for Healthcare Improvement | |||||||
| 53 State Street 19th Floor | Boston | MA | 02109 | PC | Safe Passage: Implementing Safe and Reliable Care for the Elderly Across the Continuum of Care | $162,902 | |
| Institute for Healthcare Improvement | |||||||
| 53 State Street 19th Floor | Boston | MA | 02109 | PC | Safe Passage: Implementing Safe and Reliable Care for the Elderly Across the Continuum of Care | $2,145,256 | |
| Institute for Healthcare Improvement | |||||||
| 53 State Street 19th Floor | Boston | MA | 02109 | PC | Safe Passage: Implementing Safe and Reliable Care for the Elderly Across the Continuum of Care | $430,275 | |
| Institute for Healthcare Improvement | |||||||
| 53 State Street 19th Floor | Boston | MA | 02109 | PC | Safe Passage: Implementing Safe and Reliable Care for the Elderly Across the Continuum of Care | $964,132 | |
| International Association for Indigenous Aging | |||||||
| 11101 Georgia Ave Unit 320 | Silver Spring | MD | 20902 | PC | President's Discretionary Grant | $20,000 | |
| Jewish Healthcare Foundation of Pittsburgh | |||||||
| EQT Plaza | Pittsburgh | PA | 15222 | PC | Women as they Age inequity meeting | $10,000 | |
| LEAD Coalition (Leaders Engaged on Alzheimer's Disease) | |||||||
| 5614 Connecticut Ave NW | Washington | DC | 20015 | PC | General Coalition work on dementia | $10,000 | |
| LeadingAge Inc | |||||||
| 2519 Connecticut Avenue NW | Washington | DC | 20008 | PC | Inaugural Annual Support | $540,342 | |
| LeadingAge Inc | |||||||
| 2519 Connecticut Avenue NW | Washington | DC | 20008 | PC | Inaugural Annual Support | $715 | |
| Long-Term Quality Alliance | |||||||
| 601 Massachusetts Ave NW | Washington | DC | 200013743 | PC | Family Care Giving and Long-Term Services and Supports | $20,000 | |
| Maine Council On Aging | |||||||
| PO Box 988 | Brunswick | ME | 04011 | PC | Leadership Exchange on Ageism in 2024 | $30,000 | |
| Medicare Rights Center Inc | |||||||
| 266 West 37th Street 3rd Floor | New York | NY | 10018 | PC | Web-based services for people with Medicare in New York City | $1,000 | |
| Milken Institute | |||||||
| 1250 Fourth Street 2nd Floor | Santa Monica | CA | 90401 | PC | Support for The Center for the Future of Agings report, "Reducing the Price and Risk of Dementia: Recommendations to Improve Brain Health and Reduce Disparities | $25,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | "Kellogg Health of the Public Fund" communications endowment | $25,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | "Kellogg Health of the Public Fund" communications endowment | $101,732 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | "Kellogg Health of the Public Fund" communications endowment | $20,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | "Kellogg Health of the Public Fund" communications endowment | $10,000 | |
| National Alliance for Caregiving | |||||||
| 1730 Rhode Island Avenue NW Suite | Washington | DC | 20036 | PC | Funding for several projects | $30,000 | 812 |
| National Alliance for Caregiving | |||||||
| 1730 Rhode Island Avenue NW Suite | Washington | DC | 20036 | PC | Funding for several projects | $20,000 | 812 |
| National Committee for Quality Assurance | |||||||
| 1100 13th Street NW 3rd Floor | Washington | DC | 20005 | PC | Quality Measurement to Assess the Performance of Goal Setting and Achievement in the Delivery of Medical and Long-Term Care | $301,242 | |
| National PACE Association | |||||||
| 675 North Washington Street | Alexandria | VA | 22314 | PC | Expanding the Availability of the PACE Model of Care | $15,000 | |
| National PACE Association | |||||||
| 675 North Washington Street | Alexandria | VA | 22314 | PC | Expanding the Availability of the PACE Model of Care | $125,457 | |
| National Rural Health Association | |||||||
| 406 West 34th Street | Kansas City | MO | 64111 | PC | National Rural Age-Friendly Initiative: Planning Grant | $641 | |
| New York Academy of Medicine | |||||||
| 1216 Fifth Avenue | New York | NY | 100295293 | PC | Geriatric Social Work Practicum Implementation: Coordinating Center | $22,840 | |
| New York Academy of Medicine | |||||||
| 1216 Fifth Avenue | New York | NY | 100295293 | PC | Geriatric Social Work Practicum Implementation: Coordinating Center | $10,000 | |
| Paraprofessional Healthcare Institute Inc | |||||||
| 261 Madison Avenue | New York | NY | 10016 | PC | The Nurse as Supervisor of Direct-Care Staff | $181,855 | |
| Philanthropy New York Inc | |||||||
| 320 East 43rd Street | New York | NY | 10017 | PC | General support | $19,750 | |
| Project HOPE - The People-to-People Health Foundation Inc | |||||||
| 7500 Old Georgetown Road Suite 600 | Bethesda | MD | 20814 | PC | Health Affairs Thematic Issue on the Health Care Work Force | $303,914 | |
| Regents of the University of California San Francisco | |||||||
| 550 16th Street 7th Floor | San Francisco | CA | 94143 | PC | Center of Geriatric Nursing Excellence | $701,591 | |
| Regents University of California Los Angeles | |||||||
| 10920 Wilshire Boulevard 5th Floor | Los Angeles | CA | 900246502 | PC | Improving Depression Care for Elders - Coordinating Center Supplemental Follow-up | $670,104 | |
| Research Foundation for Mental Hygiene Inc | |||||||
| Riverview Center | Menands | NY | 12204 | PC | Health and Aging Policy Fellows Program | $739,341 | |
| Research Foundation for Mental Hygiene Inc | |||||||
| Riverview Center | Menands | NY | 12204 | PC | Health and Aging Policy Fellows Program | $34,459 | |
| ROCS Foundation Inc | |||||||
| 2411 E Snow Mountain Dr | Sandy | UT | 84093 | PC | 2022 Snowbird Health Summit | $15,000 | |
| Rosalynn Carter Institute For Caregivers Inc | |||||||
| 800 GSW State University Drive | Americus | GA | 317094376 | PC | 2023 Founder's Fund Contribution | $10,000 | |
| Services & Advocacy for Gay Lesbian Bisexual & Transgender Elders Inc (SA | |||||||
| 305 Seventh Avenue 15th Floor | New York | NY | 10001 | PC | Mr. Francisco J. Doll | $5,000 | |
| Society to Improve Diagnosis in Medicine | |||||||
| 3000 Old Alabama Road Suite 119-478 | Alpharetta | GA | 30022 | PC | Support for a 5-year strategic plan that will focus on eliminating disparities in diagnostic outcomes. | $50,000 | |
| Society to Improve Diagnosis in Medicine | |||||||
| 3000 Old Alabama Road Suite 119-478 | Alpharetta | GA | 30022 | PC | Support for a 5-year strategic plan that will focus on eliminating disparities in diagnostic outcomes. | $253,084 | |
| The Urban Institute | |||||||
| 500 LEnfant Plaza SW | Washington | DC | 20024 | PC | Medical Malpractice: Issues, Evidence, | $20,899 | |
| Trust for America's Health | |||||||
| 1730 M Street NW Suite 900 | Washington | DC | 20036 | PC | Advancing an Age-Friendly Public Health System | $972,816 | |
| United Hospital Fund of New York | |||||||
| 1411 Broadway 12th Floor | New York | NY | 100183496 | PC | United Hospital Fund Gala support | $1,000 | |
| USAging | |||||||
| 1100 New Jersey Avenue SE Suite 350 | Washington | DC | 20003 | PC | Building the Capacity of the Aging and Disability Networks to Ensure the Delivery of Quality Integrated Care | $998,320 | |
| Various Discretionary Grants | |||||||
| 55 East 59th Street | New York | NY | 10022 | PC | General Support | $448,003 | |
| Various Matching Grants | |||||||
| 55 East 59th Street | New York | NY | 10022 | PC | General Support | $65,000 | |
| Yale University | |||||||
| PO Box 208229 | New Haven | CT | 065208229 | PC | Ms. Kathryn D. Wriston | $359,415 | |
| YMCA of Greater New York | |||||||
| 333 Seventh Avenue | New York | NY | 10001 | PC | Support for the Good Green Y Guys and the Senior Scholarships Program | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,870,685 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AcademyHealth | |||||||
| 1666 K Street NW Suite 1100 | Washington | DC | 20006 | PC | Membership Support (2023) | $2,500 | |
| Alzheimer's Association | |||||||
| 225 N Michigan Avenue | Chicago | IL | 606017633 | PC | Dementia Care Navigation Roundtable | $20,000 | |
| American Geriatrics Society Inc | |||||||
| 40 Fulton Street 18th Floor | New York | NY | 10038 | PC | Geriatrics Workforce Enhancement Program Coordinating Center (GWEP-CC), Phase 3.0 | $2,902,606 | |
| American Heart Association Inc | |||||||
| 7272 Greenville Avenue | Dallas | TX | 75231 | PC | Centering Aging in Rural Public Health | $25,000 | |
| American Public Health Association Inc | |||||||
| 800 I ST NW | Washington | DC | 20001 | PC | Membership Support (2023) | $500 | |
| American Society of Consultant Pharmacists Foundation | |||||||
| 1321 Duke St | Alexandria | VA | 22314 | PC | Leveraging Pharmacists as Age-Friendly 4Ms Champions | $1,888,988 | |
| American Society on Aging | |||||||
| 2132 Butler Ave | Los Angeles | CA | 90025 | PC | Why Survive: Being Old In America Documentary Film | $698,220 | |
| American Society on Aging | |||||||
| 548 Market Street PMB 85589 | San Francisco | CA | 941045401 | PC | Multi-Sector Plans on Aging 2024 | $20,000 | |
| American Society on Aging | |||||||
| 548 Market Street PMB 85589 | San Francisco | CA | 941045401 | PC | Plus Organizational Membership 2024 | $825 | |
| American Telemedicine Association | |||||||
| 901 N Glebe Road Suite 850 | Arlington | VA | 22203 | PC | Organizational Membership 2023 | $10,000 | |
| Benjamin Rose Institute on Aging | |||||||
| 11890 Fairhill Road | Cleveland | OH | 44120 | PC | Dissemination of the Consumer Version of Best Practice Caregiving (BPC) | $450,000 | |
| Brandeis University Development | |||||||
| 415 South Street | Waltham | MA | 02453 | PC | Princeton Conference October 2-4, 2023 | $2,500 | |
| Brookings Institution | |||||||
| 1775 Massachusetts Avenue NW | Washington | DC | 20036 | PC | Contribution to support the Schaeffer Initiative for Health Policy | $25,000 | |
| Case Western Reserve University | |||||||
| 10900 Euclid Avenue | Cleveland | OH | 441067015 | PC | Age-Friendly Health Systems: Ambulatory Care Continuum Evaluation, Scale-up and Spread | $2,557,149 | |
| Center for Health Care Strategies Inc | |||||||
| 300 American Metro Blvd Suite 125 | Hamilton | NJ | 08619 | PC | Development of the Better Care Playbook, Phase VII | $200,000 | |
| Center for Health Policy Development National Academy for State Health Po | |||||||
| 1233 20th St NW Suite 303 | Washington | DC | 20036 | PC | RAISE 2.0: The RAISE Act Family Caregiver Implementation and Technical Assistance Center | $2,385,669 | |
| Columbia University | |||||||
| 100 Haven Avenue Suite 6A | New York | NY | 10001 | PC | 2023 Centennial Gala | $5,000 | |
| Community Health Accreditation Program Inc | |||||||
| 2300 Clarendon Boulevard | Arlington | VA | 22201 | PC | President's Discretionary Grant: Age-Friendly Care at Home (AFCH) Workgroup | $50,000 | |
| Council of Medical Specialty Societies | |||||||
| 633 N Saint Clair St | Chicago | IL | 60611 | PC | Promoting Diagnostic Excellence Across the House of Medicine | $100,000 | |
| Education Development Center Inc | |||||||
| 300 Fifth Avenue | Waltham | MA | 02451 | PC | Rapid Dissemination of Evidence-Based Comprehensive Dementia Care Models | $900,000 | |
| ENCORE CREATIVITY CORPORATION | |||||||
| 6955 Willow Street NW | Washington | DC | 20012 | PC | Singing to combat social isolation. | $10,000 | |
| FAIR Health | |||||||
| 530 Fifth Avenue 18th Floor | New York | NY | 10036 | PC | National Initiative to Advance Cost Information in Shared Decision-Making for Older Adults with Serious Health Conditions: Phase II Implementation Project | $1,832,042 | |
| Grantmakers In Aging | |||||||
| 333 Mamaroneck Avenue 238 | White Plains | NY | 10605 | PC | Core Support Renewal: Building an Aging Philanthropy Movement | $385,344 | |
| Grantmakers In Aging | |||||||
| 333 Mamaroneck Avenue 238 | White Plains | NY | 10605 | PC | Advocacy for Older Americans Act Reauthorization | $30,000 | |
| Grantmakers In Health | |||||||
| 1100 Connecticut Avenue NW Suite | Washington | DC | 20036 | PC | Membership Support (2023) | $20,150 | 1100 |
| Health Careers Futures | |||||||
| EQT Tower 625 Liberty Avenue Suite | Pittsburgh | PA | 15222 | SO I | Revisiting Teaching Nursing Homes, Phase II: Disseminating Across Pennsylvania | $3,333,033 | 2500 |
| Hebrew Home for the Aged | |||||||
| 5901 Palisade Ave | Bronx | NY | 10471 | PC | Joy Solomon Retirement Breakfast | $1,000 | |
| Hebrew Home for the Aged at Riverdale Foundation | |||||||
| 5901 Palisade Avenue | Riverdale | NY | 10471 | PC | President's Discretionary Grant - 106th Anniversary Gala | $13,300 | |
| Hilarity for Charity | |||||||
| 9301 Wilshire Blvd Ste 507 | Beverly Hills | CA | 90210 | PC | Humans of Dementia and combating Alzheimers stigma | $10,000 | |
| Hispanics in Philanthropy | |||||||
| 548 Market St 60300 | San Francisco | CA | 94104 | PC | Membership Support | $5,000 | |
| Icahn School of Medicine at Mount Sinai | |||||||
| One Gustave L Levy Place | New York | NY | 10029 | PC | Moving Hospital at Home into the Mainstream of Health Care Delivery, Addressing Health Equity and Supporting Family Caregiving | $2,180,678 | |
| International Association for Indigenous Aging | |||||||
| 11101 Georgia Ave Unit 320 | Silver Spring | MD | 20902 | PC | President's Discretionary Grant | $20,000 | |
| Jewish Healthcare Foundation of Pittsburgh | |||||||
| EQT Plaza | Pittsburgh | PA | 15222 | PC | Women as they Age inequity meeting | $10,000 | |
| LEAD Coalition (Leaders Engaged on Alzheimer's Disease) | |||||||
| 5614 Connecticut Ave NW | Washington | DC | 20015 | PC | General Coalition work on dementia | $10,000 | |
| LeadingAge Inc | |||||||
| 2519 Connecticut Avenue NW | Washington | DC | 20008 | PC | Membership Support | $715 | |
| Long-Term Quality Alliance | |||||||
| 601 Massachusetts Ave NW | Washington | DC | 200013743 | PC | Building Momentum for a National Multi-Sector Plan on Aging | $20,000 | |
| Maine Council On Aging | |||||||
| PO Box 988 | Brunswick | ME | 04011 | PC | Leadership Exchange on Ageism in 2024 | $30,000 | |
| Medicare Rights Center Inc | |||||||
| 266 West 37th Street 3rd Floor | New York | NY | 10018 | PC | 2023 Medicare Rights Center Annual Awards Event | $1,000 | |
| Milken Institute | |||||||
| 1250 Fourth Street 2nd Floor | Santa Monica | CA | 90401 | PC | Center for the Future of Aging - Alliance to Improve Dementia Care | $25,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | Forum on Advancing Diagnostic Excellence | $75,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | National Academy of Medicine Scholars in Diagnostic Excellence | $315,795 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | 2024 Forum on Aging, Disability, and Independence | $20,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | Roundtable on Quality Care for People with Serious Illness, 2024 | $10,000 | |
| National Alliance for Caregiving | |||||||
| 1730 Rhode Island Avenue NW Suite | Washington | DC | 20036 | PC | President's Discretionary Grant - Caregiving in the US 2025 report | $20,000 | 812 |
| National Rural Health Association | |||||||
| 406 West 34th Street | Kansas City | MO | 64111 | PC | Organization Level 1 Member Dues: 09/01/2023 to 08/31/2024 | $641 | |
| New York Academy of Medicine | |||||||
| 1216 Fifth Avenue | New York | NY | 100295293 | PC | Aging work group and aging programs in 2023 | $10,000 | |
| New York Academy of Medicine | |||||||
| 1216 Fifth Avenue | New York | NY | 100295293 | PC | NYAM Gala 2023: Together for Healthy Equity - Advocate for Progress table | $22,840 | |
| Paraprofessional Healthcare Institute Inc | |||||||
| 261 Madison Avenue | New York | NY | 10016 | PC | The Family Caregiver and Direct Care Workforce Initiative | $374,599 | |
| Philanthropy New York Inc | |||||||
| 320 East 43rd Street | New York | NY | 10017 | PC | Membership Support (2023) | $19,750 | |
| Regents of the University of California San Francisco | |||||||
| 550 16th Street 7th Floor | San Francisco | CA | 94143 | PC | Launching and Empowering a National Age-Friendly Health Systems Research Community | $2,513,540 | |
| ROCS Foundation Inc | |||||||
| 2411 E Snow Mountain Dr | Sandy | UT | 84093 | PC | Snowbird Conference 2024 | $15,000 | |
| Rosalynn Carter Institute For Caregivers Inc | |||||||
| 800 GSW State University Drive | Americus | GA | 317094376 | PC | 2023 Founder's Fund Contribution | $10,000 | |
| Services & Advocacy for Gay Lesbian Bisexual & Transgender Elders Inc (SA | |||||||
| 305 Seventh Avenue 15th Floor | New York | NY | 10001 | PC | Membership Support (2023) | $5,000 | |
| Society to Improve Diagnosis in Medicine | |||||||
| 3000 Old Alabama Road Suite 119-478 | Alpharetta | GA | 30022 | PC | Fellowship in Diagnostic Excellence Program | $150,000 | |
| Society to Improve Diagnosis in Medicine | |||||||
| 3000 Old Alabama Road Suite 119-478 | Alpharetta | GA | 30022 | PC | Diagnostic Excellence Age-Friendly Health Systems (AFHS) Seed Grants Program | $550,007 | |
| The Urban Institute | |||||||
| 500 LEnfant Plaza SW | Washington | DC | 20024 | PC | The Forgotten Middle Event | $20,899 | |
| Trust for America's Health | |||||||
| 1730 M Street NW Suite 900 | Washington | DC | 20036 | PC | Phase III: Nationally Embed and Sustain Age-Friendly Public Health Systems, Policies and Practices | $2,801,756 | |
| United Hospital Fund of New York | |||||||
| 1411 Broadway 12th Floor | New York | NY | 100183496 | PC | President's Discretionary Grant - 2023 Gala | $1,000 | |
| Various Matching Grants | |||||||
| 55 East 59th Street | New York | NY | 10022 | PC | General Support | $448,003 | |
| Various Staff Discretionary Grants | |||||||
| 55 East 59th Street | New York | NY | 10022 | PC | General Support | $65,000 | |
| YMCA of Greater New York | |||||||
| 333 Seventh Avenue | New York | NY | 10001 | PC | Older Adult Programming | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $27,680,049 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM REVENUE | Desc |
| Related Or Exempt Function Incm | $23,700 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $944,326 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,715,854 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,919,380 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| GRANT REFUNDS | $28,038 | ||||
| INV LOSS SUBJECT TO UBIT | 525990 | -$3,213 | 01 | $3,213 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$3,213 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,582,773 | ExclusionAmt |
| Related Or Exempt Function Incm | $51,738 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,631,298 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1 | MISCELLANEOUS |
| 11 | GRANT REFUNDS/CANCELLATIONS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $43,000 | Amt |
| Net Investment Income | $21,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE CONDOMINIUM | 1998-01-01 | $4,644,329 | $4,529,057 | SL | 20.000000000000 | $7,146 | $0 |
| FURNITURE AND EQUIPMENT | 2018-01-01 | $744,066 | $509,192 | SL | 5.000000000000 | $57,188 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EATON VANCE INC FD BSTN-IN | $21,264,520 | $21,264,520 |
| ROWE T PRICE INSTL INCOME FDS INC HIGH YIELD | $21,118,498 | $21,118,498 |
| SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $29,647,479 | $29,647,479 |
| VANGUARD TOTAL BOND MARKET ETF | $31,491,683 | $31,491,683 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (120 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES MSCI EAFE INTERNATIONAL K | $15,645,094 | $15,645,094 |
| AERCAP HOLDINGS N.V. | $973,592 | $973,592 |
| AGREE RLTY CORP COM | $273,833 | $273,833 |
| ALAMO GROUP INC COM | $455,272 | $455,272 |
| ALLEGIANT TRAVEL CO COM | $130,111 | $130,111 |
| ALLEGRO MICROSYSTEMS INC | $276,971 | $276,971 |
| ALPHABET INC CAP STK | $1,394,925 | $1,394,925 |
| ALPHABET INC CAPITAL STOCK | $402,726 | $402,726 |
| AMAZON COM | $2,105,888 | $2,105,888 |
| AMERIS BANCORP COM | $389,387 | $389,387 |
| AMERISAFE INC COM | $187,026 | $187,026 |
| AON PLC | $573,600 | $573,600 |
| APPFOLIO INC COM | $407,114 | $407,114 |
| ARCUTIS BIOTHERAPEUTICS INC COM | $44,190 | $44,190 |
| ARTIVION INC COM | $178,621 | $178,621 |
| ATRICURE INC COM | $238,445 | $238,445 |
| AVIENT CORPORATION | $494,226 | $494,226 |
| AZENTA INC COM | $250,789 | $250,789 |
| BALCHEM CORP COM | $365,628 | $365,628 |
| BAYER A G SPONSORED ADR | $412,793 | $412,793 |
| BIOCRYST PHARMACEUTICALS INC COM | $86,556 | $86,556 |
| BOOT BARN HLDGS INC COM | $277,257 | $277,257 |
| CAPITAL ONE FINL CORP COM | $736,632 | $736,632 |
| CATHAY GENERAL BANCORP INC COM | $313,817 | $313,817 |
| CBIZ INC COM | $415,660 | $415,660 |
| CENT GARDEN & PET CO | $451,894 | $451,894 |
| CHAMPIONX CORPORATION COM | $205,931 | $205,931 |
| CHART INDS INC COM PAR COM | $255,619 | $255,619 |
| CHARTER COMMUNICATIONS INC | $175,683 | $175,683 |
| CHUYS HOLDINGS INC COM | $202,122 | $202,122 |
| COHEN & STEERS INC COM | $409,321 | $409,321 |
| COMCAST CORP | $788,642 | $788,642 |
| CONOCOPHILLIPS COM | $1,567,409 | $1,567,409 |
| CRYOPORT INC COM | $84,297 | $84,297 |
| DESCARTES SYS GROUP INC COM | $410,549 | $410,549 |
| DUCOMMUN INC DEL COM | $142,176 | $142,176 |
| EDGEWOOD GROWTH FD INSTL CL | $8,297,048 | $8,297,048 |
| ELEVANCE HEALTH INC | $807,311 | $807,311 |
| ENDAVA PLC ADS | $295,363 | $295,363 |
| FIRST WATCH RESTAURANT GROUP INC | $67,335 | $67,335 |
| FLYWIRE CORP | $384,290 | $384,290 |
| FOX FACTORY HLDG CORP COM | $188,944 | $188,944 |
| GE AEROSPACE | $1,137,183 | $1,137,183 |
| GLACIER BANCORP INC NEW COM | $234,904 | $234,904 |
| GLOBUS MED INC CL A NEW COM | $336,793 | $336,793 |
| GQG PARTNER EM EQUITY | $6,700,670 | $6,700,670 |
| GRAND CANYON ED INC COM STK | $376,710 | $376,710 |
| HALOZYME THERAPEUTICS INC COM | $328,944 | $328,944 |
| HEALTHEQUITY INC COM | $393,491 | $393,491 |
| HEARTLAND EXPRESS INC COM | $92,918 | $92,918 |
| HELEN TROY LTD COM STK | $202,478 | $202,478 |
| HILTON WORLDWIDE HLDGS INC | $582,506 | $582,506 |
| HORACE MANN EDUCATORS CORP | $321,081 | $321,081 |
| HOULIHAN LOKEY INC CL A CL A | $391,746 | $391,746 |
| ICF INTL INC COM STK | $371,027 | $371,027 |
| ICU MED INC COM | $128,365 | $128,365 |
| IDACORP INC COM | $271,265 | $271,265 |
| INDEPENDENT BK CORP MASS COM | $260,213 | $260,213 |
| INSMED INC COM | $215,381 | $215,381 |
| INTAPP INC COM | $370,619 | $370,619 |
| INTEGRA LIFESCIENCES HLDG CORP COM DESP | $222,192 | $222,192 |
| INTRA-CELLULAR THERAPIES INC COM | $397,491 | $397,491 |
| ITT INC COM | $390,773 | $390,773 |
| LIBERTY BROADBAND CORP | $640,610 | $640,610 |
| LITHIA MTRS INC COM CL A | $423,783 | $423,783 |
| MACOM TECHNOLOGY SOLUTIONS INC COM | $476,369 | $476,369 |
| MAGNOLIA OIL & GAS CORP CL A | $384,774 | $384,774 |
| MARRIOTT INTL INC NEW COM STK CL A | $558,137 | $558,137 |
| MATADOR RES CO COM | $531,641 | $531,641 |
| MEDPACE HLDGS INC COM | $493,513 | $493,513 |
| META PLATFORMS INC | $1,554,592 | $1,554,592 |
| MICROSOFT CORP COM | $1,946,007 | $1,946,007 |
| MINERALS TECHNOLOGIES INC COM | $373,664 | $373,664 |
| NATIONAL HEALTH INVS INC COM | $204,746 | $204,746 |
| NETFLIX INC COM STK | $1,081,360 | $1,081,360 |
| NORTHWESTERN ENERGY GROUP INC | $325,492 | $325,492 |
| NOVANTA INC NOVANTA INC | $510,788 | $510,788 |
| OCCIDENTAL PETROLEUM CORP | $176,383 | $176,383 |
| OCEANFIRST FINL CORP COM | $260,765 | $260,765 |
| OXFORD INDS INC COM | $349,400 | $349,400 |
| PAC PREMIER BANCORP COM | $343,964 | $343,964 |
| PATRICK INDS INC COM | $281,080 | $281,080 |
| PATTERSON-UTI ENERGY INC COM | $95,040 | $95,040 |
| PAYCOR HCM INC COM | $287,924 | $287,924 |
| PHREESIA INC COM | $288,750 | $288,750 |
| PRIMORIS SVCS CORP COM | $382,579 | $382,579 |
| PROGYNY INC COM | $236,985 | $236,985 |
| PROSUS N.V. ADR NASPERS NEWCO-ADR | $481,117 | $481,117 |
| RAPID7 INC COM | $225,260 | $225,260 |
| RBC BEARINGS INC COM | $548,698 | $548,698 |
| REVOLVE GROUP INC CL A | $86,216 | $86,216 |
| ROYAL DUTCH SHELL PLC SPONSORED ADR | $1,319,290 | $1,319,290 |
| RYMAN HOSPITALITY PPTYS INC COM | $456,749 | $456,749 |
| SAFRAN ADR | $1,042,615 | $1,042,615 |
| SAP SE-SPONSORED ADR | $733,375 | $733,375 |
| SEACOAST BKG CORP FLA COM NEW COM NEW | $327,347 | $327,347 |
| SHOALS TECHNOLOGIES GROUP INC CL A | $220,217 | $220,217 |
| SILGAN HLDGS INC COM | $405,847 | $405,847 |
| SILICON LABORATORIES INC COM | $288,349 | $288,349 |
| SKYLINE CHAMPION CORPORATION COM | $393,949 | $393,949 |
| SPX TECHNOLOGIES INC COM | $633,636 | $633,636 |
| STAG INDL INC COM | $522,551 | $522,551 |
| STIFEL FINL CORP COM | $409,161 | $409,161 |
| SUPERNUS PHARMACEUTICALS INC | $294,696 | $294,696 |
| TAIWAN SEMICONDUCTOR MANUFACTURING ADS | $648,024 | $648,024 |
| TEREX CORP NEW COM | $301,665 | $301,665 |
| TEXAS ROADHOUSE INC | $573,870 | $573,870 |
| TRI POINTE HOMES INC | $208,860 | $208,860 |
| U S PHYSICAL THERAPY COM | $249,150 | $249,150 |
| UFP INDUSTRIES INC COM | $504,460 | $504,460 |
| UMB FINL CORP COM STK | $200,520 | $200,520 |
| UNITEDHEALTH GROUP INC COM | $911,320 | $911,320 |
| UTZ BRANDS INC COM | $175,814 | $175,814 |
| VANGUARD INDEX FUNDS S&P 500 ETF | $105,460,117 | $105,460,117 |
| VERACYTE INC COM | $262,418 | $262,418 |
| VIAVI SOLUTIONS INC COM | $310,660 | $310,660 |
| VISA INC COM CL A STK | $345,224 | $345,224 |
| VITA COCO CO INC COM | $133,175 | $133,175 |
| WELLS FARGO & CO NEW COM STK | $1,067,385 | $1,067,385 |
| WOODWARD INC COM | $461,208 | $461,208 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,454,720 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,454,720 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (35 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AG ASIA REALTY FUND L.P. | FMV | $21,522 | $21,522 |
| AG REALTY FUND VII TE | FMV | $29,766 | $29,766 |
| ARROWSTREET CAP GLBL EQITY LONG/SHORT FUND | FMV | $4,374,054 | $4,374,054 |
| ARTISAN DYNAMIC EQUITY ( GLOBAL EQUITY) OFFSHORE LP | FMV | $17,399,983 | $17,399,983 |
| ARTISAN FOCUS DYNAMIC EQUITY SELECT LTD | FMV | $18,284,132 | $18,284,132 |
| BRENTWOOD ASSOCIATES PRIVATE EQUITY IV LP | FMV | $2,258,650 | $2,258,650 |
| CANDLESTICK CAYMAN FEEDER LTD | FMV | $6,500,218 | $6,500,218 |
| CANTILLON GLOBAL EQTY | FMV | $17,040,131 | $17,040,131 |
| CANUTE OFFSHORE, LTD | FMV | $11,468,554 | $11,468,554 |
| DES O HOLDINGS OFFSHORE LTD | FMV | $12,054,854 | $12,054,854 |
| E&F PRIVATE EQUITY MANAGERS 2023 Offshore LP | FMV | $20,792 | $20,792 |
| ELLIOTT INTERNATIONAL LTD | FMV | $6,728,754 | $6,728,754 |
| HG VORA SPECIAL OPPORTUNITIES FUND, LTD | FMV | $6,791,100 | $6,791,100 |
| HH ASIA LTD | FMV | $2,537,760 | $2,537,760 |
| HOLOCENE ADVISORS OFFSHORE FUND LTD | FMV | $8,932,192 | $8,932,192 |
| MCDONALD DYNAMIC EQUITY SERIE OFFSHORE LP | FMV | $19,883,706 | $19,883,706 |
| NON US EQTY MANGERS PORTFOLIO 4 OFFSHORE LP DNE FD | FMV | $32,658,089 | $32,658,089 |
| OAKTREE EMERGING MARKETS EQUITY FUND | FMV | $7,000,221 | $7,000,221 |
| PRIVATE CREDIT MANAGERS II OFFSHORE LP | FMV | $12,652,450 | $12,652,450 |
| PRIVATE CREDIT MANAGERS III OFFSHORE LP | FMV | $14,307,076 | $14,307,076 |
| PRIVATE CREDIT MANAGERS IV OFFSHORE LP | FMV | $5,695,572 | $5,695,572 |
| PRIVATE EQUITY MANAGERS (2020) OFFSHORE SCSP | FMV | $13,369,061 | $13,369,061 |
| PRIVATE EQUITY MANAGERS 2013 OFFSHORE | FMV | $6,866,339 | $6,866,339 |
| PRIVATE EQUITY MANAGERS 2014 OFFSHORE LP | FMV | $5,022,409 | $5,022,409 |
| PRIVATE EQUITY MANAGERS 2015 OFFSHORE LP | FMV | $6,618,665 | $6,618,665 |
| PRIVATE EQUITY MANAGERS 2016 OFFSHORE | FMV | $7,702,030 | $7,702,030 |
| PRIVATE EQUITY MANAGERS 2017 OFFSHORE SCSP | FMV | $26,236,452 | $26,236,452 |
| PRIVATE EQUITY MANAGERS 2018 OFFSHORE SCSP | FMV | $21,702,688 | $21,702,688 |
| PRIVATE EQUITY MANAGERS 2019 OFFSHORE | FMV | $21,150,648 | $21,150,648 |
| PRIVATE EQUITY MANAGERS 2021 OFFSHORE SCSP | FMV | $10,328,973 | $10,328,973 |
| ROKOS GBL MACRO FD LTD | FMV | $5,966,171 | $5,966,171 |
| SILVER POINT CAPITAL OFFSHORE LTD | FMV | $7,959,383 | $7,959,383 |
| SYSTEMATICA DIVERSIFIED LTD | FMV | $4,430,181 | $4,430,181 |
| TWO SIGMA ABSOLUTE RETURN ENHANCED CAYMAN LTD | FMV | $10,780,626 | $10,780,626 |
| VINTAGE VI OFFSHORE LP | FMV | $4,992,747 | $4,992,747 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE CONDOMINIUM | $4,644,329 | $4,536,203 | $108,126 |
| FURNITURE AND EQUIPMENT | $744,066 | $566,380 | $177,686 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $13,730 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,730 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST AND DIVIDENDS RECEIVABLE | $87,051 | $119,950 | $119,950 |
| PREPAID TAXES | $13,707 | $70,257 | $70,257 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $4 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $79,001 | $8,425 | $71,181 |
| OFFICE COPIER MAILING AND FAX | $11,028 | $374 | $10,803 |
| OFFICE & COMPUTER SUPPLIES | $145,203 | $5,121 | $133,199 |
| GRANT RELATED EXPENSES | $68,669 | $0 | $77,669 |
| MEETINGS AND OTHER PROJECTS | $100,000 | $0 | $100,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| PROGRAM REVENUE | $23,700 | $23,700 |
| GRANT REFUNDS | $28,038 | $28,038 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CHANGE IN UNREALIZED GAIN ON SECURITIES (NET OF DEFERRED TAX) | Desc |
| Amt | $73,106,473 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX PAYABLE | $2,289,701 | $3,320,205 |
| PRIVATE EQUITY MANAGERS 2022 OFFSHORE | $178,455 | $352,128 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGERS FEES | $655,208 | $655,208 | $0 |
| CUSTODIAN BANK FEES | $145,080 | $145,080 | $0 |
| CONSULTING & EMPLOYMENT FEES | $265,478 | $0 | $268,511 |
| INVESTMENT ADVISORY FEES | $1,336,162 | $1,336,162 | $0 |
| COMMUNICATIONS CONSULTANTS FEES & EXPENSES | $1,263,904 | $0 | $1,255,254 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE AND UNRELATED BUSINESS INCOME TAXES | CategoryTxt |
| Amt | $183,450 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |