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AKAMAI FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
AKAMAI FOUNDATION INC (EIN 04-3530777)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-24
IRS object ID
202422989349100902
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-24T08:11:52-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043530777EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Akamai Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Kara DiGiacomoInCareOfNm
Business Name ControlAKAMBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1145 BROADWAYAddressLine1Txt
CityCambridgeCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02142ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID NESHATPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8008391754PhoneNum
Signature2024-09-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$69,262,310FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,640ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$84,490InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$84,490InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,375,809DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,375,809DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,761,119NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$58,639,240GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,998OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,998OtherIncomeNetInvstIncmAmt
Total Rev And Expnss-$293,182TotalRevAndExpnssAmt
Total Net Invst Incm$1,463,297TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Oth Empl Slrs Wgs Rev And Expnss$212,787OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$212,787OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$76,677PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$76,677PensionEmplBnftDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$468,846OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$140,684OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$328,162OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$19,713TaxesRevAndExpnssAmt
Taxes Net Invst Incm$513TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$174,960OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$222OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$174,738OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$952,983TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$141,419TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$792,364TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,875,968ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,875,968ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,828,951TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$141,419TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,668,332TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,122,133ExcessRevenueOverExpensesAmt
Net Investment Income$1,321,878NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,246,934SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,660,017SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,660,017SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$546,757USGovernmentObligationsBOYAmt
Corporate Stock BOY$65,058,904CorporateStockBOYAmt
Corporate Stock EOY$62,401,720CorporateStockEOYAmt
Corporate Stock EOYFMV$67,602,293CorporateStockEOYFMVAmt
Corporate Bonds BOY$331,275CorporateBondsBOYAmt
Total Assets BOY$68,183,870TotalAssetsBOYAmt
Total Assets EOY$64,061,737TotalAssetsEOYAmt
Total Assets EOYFMV$69,262,310TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$68,183,870RetainedEarningBOYAmt
Retained Earning EOY$64,061,737RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$68,183,870TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$64,061,737TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$68,183,870TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$64,061,737TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$68,183,870TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,122,133ExcessRevenueOverExpensesAmt
Subtotal$64,061,737SubtotalAmt
Tot Net Ast Or Fund Balances EOY$64,061,737TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$58,639,240GrossSalesPriceAmt
Cost Or Other Basis$60,400,359CostOrOtherBasisAmt
Gain Or Loss-$1,761,119GainOrLossAmt
Gains Minus Excess Or Losses-$1,761,119GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,761,119CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$18,374InvestmentIncomeExciseTaxAmt
Subtotal$18,374SubtotalAmt
Tax Based On Investment Income$18,374TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$17,618EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,200ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$18,818TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$444OverpaymentAmt
Applied To ES Tax$444AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Kara DiGiacomoBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line155 WALLS DRIVE FL 3AddressLine1Txt
CityFairfieldCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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
Natalie Billingham
145 BROADWAYCambridgeMA02142Dir1.0$0$0$0
George Conrades
145 BROADWAYCambridgeMA02142Dir1.0$0$0$0
Kara DiGiacomo
145 BROADWAYCambridgeMA02142Assistant Sec1.0$0$0$0
James Kretchmar
145 BROADWAYCambridgeMA02142Dir1.0$0$0$0
F Thomson Leighton
145 BROADWAYCambridgeMA02142Dir1.0$0$0$0
Prasad Mandava
145 BROADWAYCambridgeMA02142Dir1.0$0$0$0
David Neshat
145 BROADWAYCambridgeMA02142Treas1.0$0$0$0
Kim Salem-Jackson
145 BROADWAYCambridgeMA02142Dir1.0$0$0$0
Saskia Schwartz
145 BROADWAYCambridgeMA02142Sec1.0$0$0$0
Khalil Smith
145 BROADWAYCambridgeMA02142Pres1.0$0$0$0
Lauren Van Wazer
145 BROADWAYCambridgeMA02142Dir1.0$0$0$0
Anthony Williams
145 BROADWAYCambridgeMA02142Dir1.0$0$0$0
RACHEL LIPTON
145 BROADWAYCambridgeMA02142SEC1.0$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonKARA DIGIACOMOPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1145 BroadwayAddressLine1Txt
CityCambridgeCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02142ZIPCd
FieldValueIRS element (for citing)
TitleEXECUTIVE DIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos40.0AverageHrsPerWkDevotedToPosRt
Compensation$212,787CompensationAmt
Employee Benefits$63,072EmployeeBenefitsAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
Collective Next LLC
PO Box 3621BostonMA022413621Philanthropic$142,980
Morgan Stanley
28 STATE STREET 26TH FLOORBOSTONMA02109Investment mgmt$133,980
The Philanthropic Initiative
75 Arlington Street 3rd FloorBostonMA02116Philanthropic$97,569
Foundation Source
55 Walls Drive 3rd FlFairfieldCT06824Administrative$96,500
WeSpire
50 MILK STREET FLOOR 16BOSTONMA02142Philanthropic$85,113

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DANNY LEWIN COMMUNITY CARE DAYS: AKAMAI EMPLOYEES WORK TOGETHER TO HONOR AND CELEBRATE CO-FOUNDER DANNY LEWIN'S SPIRIT BY GIVING BACK TO LOCAL COMMUNITIES AROUND THE WORLDDescription1Txt
Expenses1$77,005Expenses1Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$62,844,391AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,504,172AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$66,348,563TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$66,348,563AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$995,228CashDeemedCharitableAmt
Net Vl Noncharitable Assets$65,353,335NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,267,667MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,267,667MinimumInvestmentReturnAmt
Tax Based On Investment Income$18,374TaxBasedOnInvestmentIncomeAmt
Total Tax$18,374TotalTaxAmt
Distributable Before Adj$3,249,293DistributableBeforeAdjAmt
Distributable Before Ded$3,249,293DistributableBeforeDedAmt
Distributable As Adjusted$3,249,293DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,668,332ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$3,668,332QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,249,293DistributableAsAdjustedAmt
Undistributed Income PY$2,037,584UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Qualifying Distributions$3,668,332QualifyingDistributionsAmt
Applied To Year1$2,037,584AppliedToYear1Amt
Applied To Current Year$1,630,748AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$1,618,545UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonFoundation SourceRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line155 WALLS DRIVE 3RD FLAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8008391754RecipientPhoneNum
Form And Info And Materialshttps://www.akamai.com/company/corporate-responsibility/akamai-foundat ionFormAndInfoAndMaterialsTxt
Submission Deadlineshttps://www.akamai.com/company/corporate-responsibility/akamai-foundat ionSubmissionDeadlinesTxt
Restrictions On Awardshttps://www.akamai.com/company/corporate-responsibility/akamai-foundat ionRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (107 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
9 11 DAY
5151 CALIFORNIA AVE STE 100IRVINECA92617N/APC9/11 Day -2023 Meal Pack fund$2,000
AKSHAYA PATRA FOUNDATION USA
PO BOX 14220FREMONTCA94539N/APCMid-Day Meal program$4,000
AMERICA GIVES INC
228 PARK AVE S 71410NEW YORKNY10003N/APCIsraeli Children's Fund- STEM Education$35,000
AMERICAN FRIENDS OF MAGEN DAVID ADOM
20 W 36TH ST SUITE 1100NEW YORKNY10018N/APCAFMDA Israel Humanitarian Aid / Israel Emergency Fund for MDA Israel$83,333
AMERICAN FRIENDS OF NATAL INC
1120 AVE OF THE AMERICAS 4TH FLNEW YORKNY10036N/APCIsrael Response fund$83,334
AMERICAN INDIA FOUNDATION
211 EAST 43RD ST 1900NEW YORKNY10017N/APCDE-STEMPowering Students Project in India$50,000
AMERICAS VETDOGS THE VETERANS K9 CORPS INC
371 E JERICHO TPKESMITHTOWNNY11787N/APCGeneral & Unrestricted$1,500
ASCEND FOUNDATION INC
160 BROADWAY 6TH FL E BLDGNEW YORKNY10038N/APCGeneral & Unrestricted$2,500
ASHAJYOTHI USA INC
PO BOX 2613FRISCOTX75034N/APCHaan Hum (Yes, Us) fund$5,000
ASIAN AMERICANS ADVANCING JUSTICE -AAJC INC
1620 L ST NW STE 1050WASHINGTONDC20036N/APCGeneral & unrestricted$2,500
ASIAN AND PACIFIC ISLANDER AMERICAN SCHOLARSHIP FU
1850 M ST NW STE 245WASHINGTONDC20036N/APCGeneral & unrestricted$2,500
ASIAN MENTAL HEALTH COLLECTIVE
613 PARK LNFRIENDSWOODTX77546N/APCGeneral & Unrestricted$2,500
ASOCIACION ROCKET GIRLS
N/ANCExpenditure Responsibility Grant$5,000CINCUENTA METROS AL OESTE BAR SAN LDESAMPARADOSSAN JOSECS11801
ASOCIACION ROCKET GIRLS
N/ANCExpenditure Responsibility Grant$60,000CINCUENTA METROS AL OESTE BAR SAN LDESAMPARADOSSAN JOSECS11801
ASPIRE AFTERSCHOOL LEARNING
909 S DINWIDDIE STARLINGTONVA22204N/APCLearning ROCKS fund$5,500
AUTISTIC WOMEN & NONBINARY NETWORK INC
5100 VAN DORN ST UNIT 6633LINCOLNNE68506N/APCGeneral & unrestricted$2,500
BE ORG INC
145 W OSTEND ST STE 600BALTIMOREMD21230N/APCBe. Virtual fund$6,000
BIG SISTER ASSOCIATION OF GREATER BOSTON INC
20 PARK PLZ STE 1420BOSTONMA02116N/APCGeneral & unrestricted$5,000
BOSTON CARES INC
10 CITY SQ STE 6CHARLESTOWNMA02129N/APCScience Club for Girls event$4,000
BOSTON CARES INC
10 CITY SQ STE 6CHARLESTOWNMA02129N/APCDanny Lewin Community Care Days 2023$34,625
BOSTON CARES INC
10 CITY SQ STE 6CHARLESTOWNMA02129N/APCHands at Work - Backpack Event for NOCC and Daily table event$2,300
BOYS AND GIRLS CLUBS OF BOSTON INC
200 HIGH ST LBBY 3BOSTONMA02110N/APCTechnology/STEM Programming fund$10,000
BOYS AND GIRLS CLUBS OF DORCHESTER INC
1135 DORCHESTER AVEDORCHESTERMA02125N/APCSTEM Education & Literacy fund$10,000
BOYS AND GIRLS CLUBS OF METROWEST INC
169 PLEASANT STMARLBOROUGHMA01752N/APCTechnology "tech" summer camp$5,000
BREAKTHROUGH GREATER BOSTON INC
PO BOX 381486CAMBRIDGEMA02238N/APCFull STEAM Ahead fund$25,000
BROOKVIEW HOUSE INC
2 BROOKVIEW STDORCHESTERMA02124N/APC21st Century Careers in STEM$25,000
BROOKVIEW HOUSE INC
2 BROOKVIEW STDORCHESTERMA02124N/APC21st Century Workforce Skills$5,000
CALCULUS PROJECT INC
168 POND STRANDOLPHMA02368N/APCThe Calculus Project & Leadership Academy$25,000
CENTER FOR EXCELLENCE IN EDUCATION
7918 JONES BRANCH DR STE 700MCLEANVA22102N/APCSTEM Teacher Enrichment Program and STEM Lyceums$25,000
CHARITIES AID FOUNDATION AMERICA
225 REINEKERS LN STE 375ALEXANDRIAVA22314N/APCKORI - STEM Career Lab fund$21,739
CHARITIES AID FOUNDATION AMERICA
225 REINEKERS LN STE 375ALEXANDRIAVA22314N/APCGeneral operating support for Federacja Znaki Rownosci$5,435
CHARITIES AID FOUNDATION AMERICA
225 REINEKERS LN STE 375ALEXANDRIAVA22314N/APCStemette Futures - Explore fund$21,739
CHARITIES AID FOUNDATION AMERICA
225 REINEKERS LN STE 375ALEXANDRIAVA22314N/APCThe Turing Trust: Digital Equity for All fund$867
CHICKTECH
921 SW WASHINGTON ST STE 316PORTLANDOR97205N/APCGender Equity in STEM through ChickTech: High School$40,000
CHINESE AMERICAN PARENTS ASSOCIATION OF NORTHERN V
500 ROLAND ST SWVIENNAVA22180N/APCGeneral & unrestricted$2,500
CLEAR PATH FOR VETERANS NEW ENGLAND INC
PO BOX 2073DEVENSMA01434N/APCGeneral & unrestricted$1,500
CODEART INC
550 NW 42ND AVEMIAMIFL33126N/APCFuture Tech LeadHERs fund$5,000
CORNERSTONES INC
11150 SUNSET HILLS RD STE 210RESTONVA20190N/APCOut-of-School-Time (OST) Learning Enrichment and Career exploration$7,500
DIGITAL PROMISE GLOBAL
1001 CONNECTICUT AVE NW STEWASHINGTONDC20036N/APCsupporting cybersecurity pathways for the Opportunity Youth initiative$75,000
DISCOVERY MUSEUMS INC
177 MAIN STACTONMA01720N/APCTraveling Science Workshops$5,000
EMERGENCY ASSISTANCE FOUNDATION INC
700 S DIXIE HWY STE 200WEST PALM BCHFL33401N/APCAkamai Compassion fund$125,000
EMPTY ARMS BEREAVEMENT SUPPORT INC
140 PINE STFLORENCEMA01062N/APCGeneral & Unrestricted$1,500
ENROOT INC
99 BISHOP ALLEN DRCAMBRIDGEMA02139N/APCCareer Fair 2023$5,000
FFWD
1002A OREILLY AVESAN FRANCISCOCA94129N/APCContinued support for vertical of Fast Forward alumni tech nonprofits$100,000
FOOD FOR FREE COMMITTEES INC
11 INMAN STCAMBRIDGEMA02139N/APCGeneral & unrestricted$3,000
FRIENDS NEVER FORGET
PO BOX 303SHIRLEYMA01464N/APCOperation Camp fund$2,000
FRIENDS OF UNITED HATZALAH INC
442 5TH AVE STE 1866NEW YORKNY10018N/APCIsrael Humanitarian Aid fund$83,333
FUNDACION FUNDAVIDA
N/ANCExpenditure Responsibility Grant$40,000CUIDADELA 25 DE JULIOHATILLOCS
FUNDACJA INSTYTUT CYFROWEGO OBYWATELSTWA
N/APC"Eye Monger" - a school program on cyber security and privacy based on the book$35,000UL CZARDASZA 22A/3WARSZAWAPL02-169
FUNDACJA MALOPOLSKI UNIWERSYTET DLA DZIECI
N/ANCExpenditure Responsibility Grant$15,500UL SWIETEGO STANISLAWA 32TRZEBINIAPL32-540
FUNDACJA MAMO PRACUJ
N/ANCEXPENDITURE RESPONSIBILITY GRANT$10,000UL ZAMKNIETA 10 LOK 15KRAKOWPL30-554
FUNDACJA UNIWERSYTET DZIECI
N/ANCExpenditure Responsibility Grant$60,000UL MYDLARSKA 4KRAKOWPL30-703
GIRL SCOUT COUNCIL OF TROPICAL FLORIDA INC
11347 SW 160TH STMIAMIFL33157N/APCBroadening Girl Scouts' Access to STEM Role Models and stem learning$5,000
GIRLS INCORPORATED OF GREATER ATLANTA
461 MANGET ST SEMARIETTAGA30060N/APCEureka! fund$10,000
GIVE2ASIA
2201 BROADWAY ST 4TH FLOAKLANDCA94612N/APCDream a Dream fund$5,263
GIVINGA FOUNDATION INC
396 WASHINGTON STWELLESLEYMA02481N/APC25th Anniversary fund$200,000
GIVINGA FOUNDATION INC
396 WASHINGTON STWELLESLEYMA02481N/APC25th Anniversary fund$25,000
GLOBALGIVING FOUNDATION INC
1 THOMAS CIR NW SUITE 800WASHINGTONDC20005N/APCJOEE to Japan - English for At-Risk Children by JOEE - Joyful Opportunity English Education$1,500
GLOBALGIVING FOUNDATION INC
1 THOMAS CIR NW SUITE 800WASHINGTONDC20005N/APCEnd Violence against Palestinian Women in Israel by Kayan Feminist$2,500
GLOBALGIVING FOUNDATION INC
1 THOMAS CIR NW SUITE 800WASHINGTONDC20005N/APCMirai no Mori Org fund$3,500
GLOBALGIVING FOUNDATION INC
1 THOMAS CIR NW SUITE 800WASHINGTONDC20005N/APCWithout spaces by Charitable Organization Youth Charity Fund NEXT$2,500
GLOBALGIVING FOUNDATION INC
1 THOMAS CIR NW SUITE 800WASHINGTONDC20005N/APCPallottine Missionary Foundation Salvatti.pl$1,000
HACK THE HOOD INC
2323 BROADWAYOAKLANDCA94612N/APCSupport for three-pronged career pathways program$50,000
HIDDEN GENIUS PROJECT
1441 FRANKLIN ST 4TH FLOOROAKLANDCA94612N/APCSupport to scale the Immersion Program$100,000
INNOVATORS FOR PURPOSE
825 MAIN STACTONMA01720N/APCiFp Studios fund$30,000
INTEGIRLS MD INC
1836 COURSER CTMCLEANVA22101N/APCINTEGIRLS fund$2,000
INTERNATIONAL MEDICAL CORPS
12400 WILSHIRE BLVD STE 1500LOS ANGELESCA90025N/APCTurkey and Syria earthquake response efforts fund$15,000
INVISIBLE GIRL PROJECT
7800 FALLS OF NEUSE RDRALEIGHNC27624N/APCGeneral & Unrestricted$3,000
ISRAEL VENTURE NETWORK
1600 EL CAMINO REAL 280MENLO PARKCA94025N/APCAmit technological unit alumni (Amitim Lemada)$20,000
IT WOMEN FOUNDATION INC
3845 W HIBISCUS STWESTONFL33332N/APCITWomen Robotics & Coding Summer Camp$10,000
KATALYST EDUCATION
N/ANCEXPENDITURE RESPONSIBILITY GRANT$44,500GROCHOWSKA 312WARSAWPL03-839
KIDS IN TECH
PO BOX 9057LOWELLMA01853N/APCAfterschool Tech Club Program$25,000
LATINO STEM ALLIANCE
20 MORAINE STBOSTONMA02130N/APCProject-based Learning and STEM Exploration fund$25,000
MAGNET EDUCATIONAL CHOICE ASSOCIATION INC
1501 NE 2ND AVE SUITE 341MIAMIFL33132N/APC2023 M-DCPS NAF Student Industry Conference$10,000
MASSACHUSETTS INSTITUTE OF TECH
77 MASSACHUSETTS AVECAMBRIDGEMA02139N/APCMITES Semester$10,000
MATHEMATICAL ASSOCIATION OF AMERICA INCORPORATED
11 DUPONT CIR NW STE 200WASHINGTONDC20036N/APCAMC 4 All & Engaging Young Women in Mathematics$25,000
MILITARY MOBILITY
PO BOX 1934CODYWY82414N/APCGeneral & Unrestricted$2,000
NATIONAL CRYPTOLOGIC FOUNDATION INC
808 LANDMARK DR STE 223GLEN BURNIEMD21061N/APCCreating Cybersecurity Educational Resources for 11-21 year olds$4,000
NATIONAL DISABILITY RIGHTS NETWORK INC
820 1ST ST NE STE 740WASHINGTONDC20002N/APCGeneral & unrestricted$2,500
NATIONAL SOCIETY OF BLACK ENGINEERS
205 DAINGERFIELD RDALEXANDRIAVA22314N/APCSummer Engineering Experience for Kids$5,000
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVE 216110BOSTONMA02115N/APCAkamai Foundation A2M4Tech Fund$250,000
NPOWER NY INC
55 WASHINGTON ST STE 560BROOKLYNNY11201N/APCAdvanced Trainings Programs$125,000
P E F ISRAEL ENDOWMENT FUNDS INC Gidon Associatio
630 3RD AVE 15TH FLOORNEW YORKNY10017N/APCUnitaf - After school program for first graders$20,000
PER SCHOLAS INC
804 E 138TH ST 2ND FLBRONXNY10454N/APCGeneral & Unrestricted$100,000
PROJECT NEW HOPE INC
70 JAMES ST STE 155WORCESTERMA01603N/APCGeneral & Unrestricted$2,000
PROSPECT HILL ACADEMY CHARTER SCHOOL FOUNDATION IN
50 ESSEX STCAMBRIDGEMA02139N/APCPHA Innovation and Media Library program$15,000
RESILIENT CODERS INC
50 MILK ST 16TH FLBOSTONMA02109N/APCGeneral & Unrestricted$25,000
RESPECTABILITY
43 TOWN AND COUNTRY DR STE 119FREDERICKSBRGVA22405N/APCGeneral & unrestricted$5,000
SCIENCE & ENGINEERING EDUCATION DEVELOPMENT SEED I
32 WISTERIA DRPLAINVILLEMA02762N/APCBuilding on Science Success: Year 3 at the Edison school$10,000
SCIENCE CLUB FOR GIRLS INC
136 MAGAZINE STCAMBRIDGEMA02139N/APCScience Club for GirlsMode Programming: Virtual and In-Person$35,000
SCIENCE ENGINEERING AND MATHEMATICS LINK
1700 NORTHSIDE DR NW STE A7 PMB 931ATLANTAGA30318N/APCSTEM Digital: Creating Digital Access and Learning Opportunities for Metro Atlanta Youth$15,000
SCIENCE FROM SCIENTISTS INC
1 DEANGELO DR STE CBEDFORDMA01730N/APCDuring School Scientists Led STEM Education for Boston & Greater Boston Title 1 Schools for Academic Year 2023-2024$20,000
SCIENCE JOURNAL FOR KIDS
1011 ELLINGSON LNAUSTINTX78751N/APCFree Digital STEM Education that Improves Academic Outcomes for Underrepresented Students$10,000
SCIENTIFIC ADVENTURES
PO BOX 11123OAKLANDCA94611N/APCScientific Adventures for Girls in K-6th Grade: San Francisco East Bay Afterschool STEM Programs 2023-2024$20,000
SOCIETY FOR SCIENCE AND THE PUBLIC
1719 N ST NWWASHINGTONDC20036N/APCGrand Award Category in Mathematics at the 2023-2025 International Science and Engineering Fair$100,000
STEM FROM DANCE INC
315 EMPIRE BLVD UNIT 250562BROOKLYNNY11225N/APCGeneral & Unrestricted$5,000
STEM FROM DANCE INC
315 EMPIRE BLVD UNIT 250562BROOKLYNNY11225N/APCEnhancing STEM From Dance Curricula to Prepare for Organizational Growth$15,000
STREETCODE ACADEMY
PO BOX 51867E PALO ALTOCA94303N/APCSummer 2023 STEM Programming$20,000
TECH KIDS UNLIMITED
CO 370 JAY ST 3RD FLBROOKLYNNY11201N/APCFrom Classroom to Career: Building Neurodiverse Talent in STEM$15,000
TECHBRIDGE GIRLS
PMB 9010 1999 HARRISON ST STE 1800OAKLANDCA94612N/APCCreating Belonging and Persistence in STEM for BIPOC Girls through Equitable STEM Enrichment$10,000
TRANSLIFELINE
548 MARKET STSAN FRANCISCOCA94104N/APCGeneral & unrestricted$10,000
TRAVIS MILLS FOUNDATION
647 CASTLE ISLAND RDMT VERNONME04352N/APCGeneral & Unrestricted$1,000
UNITED NEGRO COLLEGE FUND INC
1805 7TH ST NWWASHINGTONDC20001N/APCContinued development of Tech Hub$100,000
WALTHAM BOYS AND GIRLS CLUB INC
20 EXCHANGE STWALTHAMMA02451N/APCProject STEM$15,000
WE CARE CHARITY INC
16 DEERFIELD STSALEMNH03079N/APCGeneral & Unrestricted$3,000
WOMEN WHO CODE INC
695 PYLANT ST NE STE 108ATLANTAGA30306N/APCTechnical Track Communities support and development of cybersecurity track$75,000
YOUTH DEVELOPMENT ORGANIZATION INC
15 UNION ST STE 500LAWRENCEMA01840N/APCYDO STEM Opportunity Pipeline for Lawrence Youth$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,875,968TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$84,490ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,375,809ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,761,119ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCLASS ACTION LAWSUIT PROCEEDSDesc
Exclusion01ExclusionCd
Exclusion$2,998ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$297,822ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$297,822TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (23 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxtProvince Or StateForeignAddress/ProvinceOrStateNm
STUDENT PARTNERSHIP WORLDWIDE INDIA PROJ
B-117 2nd Fl Sarvodaya EnclaveNew DelhiIN1100172021-12-17$40,000To support From dreams to reality: STEM for Older Adolescent Girls$36,957NO1/3/2023, 8/29/2023NONE NECESSARY
FUNDACJA SARIGATO
UL ADAMA VETULANIEGO 14/2KRAKOWPL31-2262021-10-05$40,000Hakersi Support for digitally excluded kids$40,000NO4/11/2022, 5/30/2023NONE NECESSARY
FUNDACJA MAMO PRACUJ
UL ZAMKNIETA 10 LOK 15KRAKOWPL30-5542021-10-14$5,000To support the Do IT, Mommy! project$5,000NO5/26/2022, 2/17/2023NONE NECESSARY
FUNDACJA MALOPOLSKI UNIWERSYTET DLA DZIE
ul Swietego Stanislawa 32TrzebiniaPL32-5402021-10-06$15,000To support STEM Uni$15,000NO3/31/2022, 3/14/2023NONE NECESSARY
FUNDACJA EDUKACJNA OLIMPIJSKIE KOLO INFO
LUCERNY 6WARSZAWAPL04-6872021-10-12$15,000To support the master of Programming Contest$11,301NO5/25/2022, 5/4/2023NONE NECESSARY
FUNDACION FUNDAVIDA
CUIDADELA 25 DE JULIOHATILLOCS2021-10-14$33,000To support the Be All You Can Be: STEAM Training Modules for Girls project$33,000NO2/28/2023, 11/2/2023NONE NECESSARY
ASOCIACION ROCKET GIRLS
CALLE 31 31SAN JOSECS101042021-10-14$33,000To support the Launching the Tech Skills of the future project$33,000NO5/31/2022, 5/30/2023NONE NECESSARYSAN PEDRO
FUNDACJA UNIWERSYTET DZIECI
ul Mydlarska 4KrakowPL30-7032022-10-19$50,000To support the Children's University in the Classroom Project$50,000NO12/20/2023NONE NECESSARY
FUNDACJA EDUKACJA DLA PRZYSZLOSCI
ul Hoza 86WarsawPL00-6822022-10-20$20,000To support Math & Science on Khan Academy po polsku$2,366NO3/26/2023NONE NECESSARY
FUNDACJA SARIGATO
UL ADAMA VETULANIEGO 14/2KRAKOWPL31-2262022-10-19$30,000STEAM Education in Community Centers$0NO5/29/2023NONE NECESSARY
FUNDACJA MAMO PRACUJ
UL ZAMKNIETA 10 LOK 15KRAKOWPL30-5542022-10-21$10,000To support the Let's Do IT Akademy 2 project$2,394NO6/6/2023NONE NECESSARY
FUNDACJA ROZWOJU EDUKACJI MATEMATYCZNEJ
UL BRAZYLIJSKA 9A/46WARSZAWAPL03-9462022-10-20$17,000To support the Hey, Math is okey! Project$17,000NO5/17/2023, 2/21/2024NONE NECESSARY
AKSHARA FOUNDATION
No 621 5th Main OMBR LayoutBangaloreIN5600432022-10-19$50,000To support Building Blocks App - Bringing Math Learning to the Family's Smartphone$5,180NO9/20/2023NONE NECESSARY
FUNDACION FUNDAVIDA
CUIDADELA 25 DE JULIOHATILLOCS2022-10-26$35,000To support the STEAM Training Modules for Girls project$0NO11/9/2023NONE NECESSARY
ASOCIACION ROCKET GIRLS
CALLE 31 31SAN JOSECS101042022-10-19$65,000To support the Empowering Costa Rican Diverse Tech Community project$19,006NO5/30/2023NONE NECESSARYSAN PEDRO
KATALYST EDUCATION
GROCHOWSKA 312WARSAWPL03-8392022-10-27$50,000To support the Pi-stacja Technika project$19,263NO9/29/2023NONE NECESSARY
ASOCIACION ROCKET GIRLS
CALLE 31 31SAN JOSECS101042023-08-28$5,000To support the Women in Tech projectNOEXPECTED IN 2024NONE NECESSARYSAN PEDRO
FUNDACJA MAMO PRACUJ
UL ZAMKNIETA 10 LOK 15KRAKOWPL30-5542023-10-03$10,000To support the Let's Do IT Akademy 3 projectNOEXPECTED IN 2024NONE NECESSARY
FUNDACJA MALOPOLSKI UNIWERSYTET DLA DZIE
ul Swietego Stanislawa 32TrzebiniaPL32-5402023-10-05$15,500To support the Game-Changers project$5,900NO3/4/2024NONE NECESSARY
KATALYST EDUCATION
GROCHOWSKA 312WARSAWPL03-8392023-10-11$44,500To support the Pi-stacja Technika projectNOEXPECTED IN 2024NONE NECESSARY
ASOCIACION ROCKET GIRLS
CALLE 31 31SAN JOSECS101042023-10-17$60,000To support the Strengthening Tech Communities in Costa Rica projectNOEXPECTED IN 2024NONE NECESSARYSAN PEDRO
FUNDACJA UNIWERSYTET DZIECI
ul Mydlarska 4KrakowPL30-7032023-10-17$60,000To support the STEM in Children's University in the Classroom projectNOEXPECTED IN 2024NONE NECESSARY
FUNDACION FUNDAVIDA
CUIDADELA 25 DE JULIOHATILLOCS2023-12-19$40,000To Help at risk children develop reading skills using AI softwareNOEXPECTED IN 2024NONE NECESSARY

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (102 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABS$72,084$82,773
ADVANCED MICRO DEVICES INC$32,715$74,589
ALLEGION PLC$35,145$39,527
ALPHABET INC CL A$118,449$173,076
AMERICAN EXPRESS CO$55,837$65,007
AMERICAN HIGH INCOME TR, CLASS$2,046,536$1,990,345
AMGEN INC$56,944$67,685
AON PLC CL A$26,032$26,192
APPLIED MATERIALS INC$36,682$71,635
ARES MANAGEMENT CORPORATION$16,860$24,854
AUTOZONE INC$42,886$91,996
AVANTOR HOLDINGS INC$63,360$56,185
BARON REAL ESTATE FD INSTI SHS$9,929$10,034
BERKSHIRE HATHAWAY INC. CLASS$127,222$199,730
BOEING CO$56,379$76,113
BOOKING HOLDINGS INC$24,865$43,237
BORG WARNER INC$20,499$17,208
BP PLC SPONSORED ADR$57,159$50,162
BRISTOL-MYERS SQUIBB CO$148,064$107,802
BUILDERS FIRST SOURCE INC$19,896$19,532
CANADIAN NATURAL RESOURCES LTD$24,210$69,517
CATERPILLAR INC$18,610$27,263
CENCORA INC$40,698$76,401
CENOVUS ENERGY INC$64,113$67,499
CENTENE CORP$68,329$67,605
CENTERPOINT ENERGY$20,259$27,084
CHARLES SCHWAB CORP$43,786$47,885
CHUBB LIMITED$40,747$56,274
CIGNA CORPORATION$51,697$67,975
COCA COLA EUROPEAN PARTNERS PL$32,069$44,916
COGNIZANT TECHNOLOGY SOLUTIONS$49,848$51,587
CONOCOPHILLIPS$46,197$81,829
CRH PLC - AMERICAN DEPOSITARY$51,174$78,773
DEERE CO$23,363$31,284
DELL TECHNOLOGIES INC CLASS C$40,854$70,227
DISCOVER FINL SVCS COM$89,182$100,710
DOVER CORP$25,664$35,069
DU PONT DE NEMOURS$25,518$27,387
EATON CORP PLC$26,731$56,352
FIRST ENERGY CORP$45,742$42,599
FLEETCOR TECHNOLGIES INC$56,969$68,392
FORTIVE CORPORATION$47,208$54,633
GALLAGHER ARTHUR J & CO$33,980$41,153
GEN DYNAMICS CP$69,583$92,702
GLOBAL PAYMENTS INC$69,657$73,152
GOLDMAN SACHS GROUP$48,666$62,881
HALLIBURTON COMPANY$35,986$39,078
HOWMET AEROSPACE ORD SHS$30,445$58,017
HUNTINGTON BANCSHARES INC$28,402$27,424
ICON PLC - AMERICAN DEPOSITARY$56,128$73,315
INTERCONTINENTAL EXCHANGE, INC$43,933$54,968
ISHARES CORE MSCI EMERGING MAR$9,226$10,015
JACOBS SOLUTIONS INC$46,330$45,430
JP MORGAN CHASE$163,314$237,630
KENVUE INC$51,839$52,533
KEURIG DR PEPPER INC$61,351$56,511
LAM RESEARCH CORP$19,709$39,163
LEIDOS HOLDINGS INC$43,654$50,873
LKQ CORPORATION$15,119$16,822
MARATHON PETROLEUM CORP$27,993$77,889
MASCO CORP$38,402$49,163
MCKESSON CORP$36,211$59,724
MGM RESORTS INTERNATIONAL$46,008$46,914
MICROCHIP TECHNOLOGY INC$53,500$70,611
MICRON TECHNOLOGY$58,683$75,782
MOHAWK INDS INC$27,338$25,047
MORGAN STANLEY$115,898$126,261
NICE SYSTEMS LTD$21,246$25,138
NXP SEMICONDUCTORS$12,523$15,774
OLIN CP$23,792$23,414
OMNICOM GROUP$55,916$52,598
ORACLE CORP$81,687$79,705
OTIS WORLDWIDE CORP$18,348$22,904
PEABODY ENERGY CORP$28,500$26,144
PHILIP MORRIS INTL$102,751$101,324
PHILLIPS 66$54,445$56,585
QUALCOMM INC$24,737$26,033
RAYTHEON TECHNOLOGIES CORP$57,619$57,552
SANOFI-AVENTIS SPONSORED ADR$94,384$96,874
SCHLUMBERGER LTD$29,482$62,656
SS&C TECHNOLOGIES INC$24,585$22,916
T-MOBILE US INC$64,359$81,127
TAKE-TWO INTERACTIVE SOFTWARE$20,164$23,016
TECK RESOURCES LIMITED$35,852$37,198
ULTA SALON, COSMETICS & FRAGRA$28,979$32,034
UNITED RENTALS INC$45,939$93,467
UNITEDHEALTH GROUP INC$78,595$95,291
US FOODS HOLDING CORPORATION$48,220$59,487
VANGARD RUSSELL 1000 GROWTH$6,302,128$8,273,085
VANGUARD FTSE DEVELOPED MARKET$10,954$11,544
VANGUARD INT TRM BD$18,103,415$18,366,716
VANGUARD LG-CAP ETF$6,195,796$8,219,674
VANGUARD MID-CAP VALUE INDEX$3,315,788$3,338,275
VANGUARD SM-CAP ETF$3,589,602$3,784,048
VANGUARD ST BOND ETF$18,365,533$18,043,013
WAL-MART STORES INC$82,268$91,752
WARNER BROS. DISCOVERY, INC$39,991$35,278
WELLS FARGO & CO$90,501$98,735
WESCO INTL INC$43,700$52,686
WESTINGHOUSE AIR BRAKE TECHNOL$34,180$50,760
WHIRLPOOL CORP$17,391$15,587
WILLSCOT MOBILE MINI CL A$26,484$27,902

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$96,500$96,500
Bank Charges$222$222
DCA EXPENSES$77,005$77,005
Office Supplies$106$106
Postage/Delivery Service$90$90
State or Local Filing Fees$1,037$1,037

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescClass Action Lawsuit ProceedsDesc
Revenue And Expenses Per Books$2,998RevenueAndExpensesPerBooksAmt
Net Investment Income$2,998NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services$140,684$140,684
Philanthropic Consulting Srvcs$328,162$328,162

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2023$17,300
990-PF Extension for 2022$1,900
Foreign Tax Paid$513$513