SMITH RICHARDSON FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: SMITH RICHARDSON FOUNDATION INC (EIN 56-0611550)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-14
IRS object ID: 202413199349102636
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
Schedule B
Accounting Fees Schedule
Distribution From Corpus Election
Expenditure Responsibility Stmt
General Explanation Attachment
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule
Transfers Frm Controlled Entities

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-14T11:31:13-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	420714325	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RSM US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	920 5TH AVENUE SUITE 2800	AddressLine1Txt
City	SEATTLE	CityNm
State Abbreviation	WA	StateAbbreviationCd
ZIP	98104	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	560611550	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SMITH RICHARDSON FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SMIT	BusinessNameControlTxt
Phone	3363798600	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	701 GREEN VALLEY ROAD 306	AddressLine1Txt
City	GREENSBORO	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	274087096	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ROSS HEMPHILL	PersonNm
Person Title	OFFICER	PersonTitleTxt
Phone	3363798600	PhoneNum
Signature	2024-11-13	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	SUE ROBISON	PreparerPersonNm
PTIN	P00560072	PTIN
Phone	2062814444	PhoneNum
Preparation	2024-11-13	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$545,245,316	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$1,967,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$16,813	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$16,813	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$7,805,748	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$7,738,508	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$15,877,617	NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm	$15,862,205	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$18,760,626	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$2,555,602	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$44,427,804	TotalRevAndExpnssAmt
Total Net Invst Incm	$26,173,128	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$2,151,233	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$2,151,233	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$1,203,609	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$1,203,609	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$70,872	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$876,002	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$40,511	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$40,511	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$73,758	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$73,758	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$443,412	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$7,366,132	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$446,028	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	$4	InterestRevAndExpnssAmt
Interest Net Invst Incm	$0	InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl	$4	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$437,946	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$130,670	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$32,340	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss	$35,028	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$0	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$35,028	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$89,559	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$82,437	TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss	$1,574	PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm	$0	PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl	$1,574	PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss	$504,259	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$494,288	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$5,084,105	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$7,366,132	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$5,535,142	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$19,067,528	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$22,769,293	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$24,151,633	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$7,366,132	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$28,304,435	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$20,276,171	ExcessRevenueOverExpensesAmt
Net Investment Income	$18,806,996	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$396,942	CashBOYAmt
Cash EOY	$352,926	CashEOYAmt
Cash EOYFMV	$352,926	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$655,093	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$115,217	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$115,217	SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY	$298,428	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$291,337	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$291,337	PrepaidExpensesEOYFMVAmt
Other Investments BOY	$515,902,008	OtherInvestmentsBOYAmt
Other Investments EOY	$544,068,096	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$544,068,096	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$1,191,565	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,102,514	LandBldgEquipAccumDeprecAmt
Land BOY	$105,716	LandBOYAmt
Land EOY	$89,051	LandEOYAmt
Land EOYFMV	$89,051	LandEOYFMVAmt
Other Assets BOY	$415,831	OtherAssetsBOYAmt
Other Assets EOY	$328,689	OtherAssetsEOYAmt
Other Assets EOYFMV	$328,689	OtherAssetsEOYFMVAmt
Total Assets BOY	$517,774,018	TotalAssetsBOYAmt
Total Assets EOY	$545,245,316	TotalAssetsEOYAmt
Total Assets EOYFMV	$545,245,316	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$16,728,113	AccountsPayableBOYAmt
Accounts Payable EOY	$15,283,884	AccountsPayableEOYAmt
Grants Payable BOY	$8,911,509	GrantsPayableBOYAmt
Grants Payable EOY	$16,784,048	GrantsPayableEOYAmt
Other Liabilities BOY	$1,989,849	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$2,756,666	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$27,629,471	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$34,824,598	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$490,144,547	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$510,420,718	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$490,144,547	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$510,420,718	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$517,774,018	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$545,245,316	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$490,144,547	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$20,276,171	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$510,420,718	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$510,420,718	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MOORINGS CAPITAL LLC (ST - GROSS)	P	$3,189,354	$3,189,354
MOORINGS CAPITAL LLC (LT - GROSS)	P	$12,688,263	$12,688,263
UBI SHORT-TERM CAPITAL LOSS	P	$6,625	$6,625
UBI LONG-TERM CAPITAL GAIN	P	-$22,037	-$22,037

Field	Value	IRS element (for citing)
Capital Gain Net Income	$15,862,205	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$261,417	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$261,417	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$261,417	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$147,865	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$105,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$252,865	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Tax Due	$8,552	TaxDueAmt

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	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	NC	OrgReportOrRegisterStateCd
Org Report Or Register State	CT	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	Yes (1)	OwnControlledEntityInd
Donor Advised Fund	Yes (1)	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	WWW.SRF.ORG	WebsiteAddressTxt
Individual With Books	ROSS HEMPHILL	IndividualWithBooksNm
Phone	3363798600	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	701 GREEN VALLEY ROAD SUITE 306	AddressLine1Txt
City	GREENSBORO	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	274087096	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	Yes (1)	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	0	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	Yes (1)	MaintainedExpenditureRspnsInd
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	Yes (1)	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 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	Address Line2USAddress/AddressLine2Txt
PL RICHARDSON
701 GREEN VALLEY ROAD STE 306	GREENSBORO	NC	27408	CHAIRMAN OF THE TRUSTEES, PRESIDENT	50.00	$744,530	$349,265	$0
213035 SHOWN IN COL D WAS NOT
PAID TO MR RICHARDSON IN CY THIS IS	GREENSBORO	NC	27408	N/A	0.00	$0	$0	$0	UNVESTED RETIREMENT BENEFIT ACCR
MR RICHARDSON'S SUPPLEMENTAL
RETIREMENT BENEFITS ARE BEING	GREENSBORO	NC	27408	N/A	0.00	$0	$0	$0	ACCRUED OVER HIS EXPECTED 37 YR WIT
DR MARIN STRMECKI
701 GREEN VALLEY ROAD STE 306	GREENSBORO	NC	27408	SENIOR VP, DIRECTOR OF PROGRAMS	50.00	$677,536	$119,284	$0
KARLA FRANK
701 GREEN VALLEY ROAD STE 306	GREENSBORO	NC	27408	ASSISTANT SECRETARY	40.00	$182,388	$70,427	$0
ROSS HEMPHILL
701 GREEN VALLEY ROAD STE 306	GREENSBORO	NC	27408	SENIOR VP, CFO, INVESTMENT CMT	48.00	$191,839	$126,602	$0
WWINBURNE KING III
701 GREEN VALLEY ROAD STE 306	GREENSBORO	NC	27408	VICE CHAIR. OF THE TRUSTEES, INVST CMT	40.00	$74,940	$81,077	$0
DR ARVID R NELSON
701 GREEN VALLEY ROAD STE 306	GREENSBORO	NC	27408	TRUSTEE, SECRETARY, AUDIT CMT. CHAIRMA	22.00	$80,000	$0	$0
MICHAEL BLAIR
701 GREEN VALLEY ROAD STE 306	GREENSBORO	NC	27408	TRUSTEE, AUDIT & COMPENSATION CMT.	1.00	$40,000	$0	$0
JOHN P RICHARDSON JR
701 GREEN VALLEY ROAD STE 306	GREENSBORO	NC	27408	TRUSTEE & AUDIT COMMITTEE	1.00	$40,000	$0	$0
NICOLAS L RICHARDSON
701 GREEN VALLEY ROAD STE 306	GREENSBORO	NC	27408	TRUSTEE, INVESTMENT CMT., GRANTS CMT	1.00	$40,000	$0	$0
TYLER B RICHARDSON
701 GREEN VALLEY ROAD STE 306	GREENSBORO	NC	27408	TRUSTEE, GRANTS ADV. CMT & INVESTMENT	1.00	$40,000	$0	$0
E WILLIAM STETSON III
701 GREEN VALLEY ROAD STE 306	GREENSBORO	NC	27408	TRUSTEE & GRANTS COMMITTEE	1.00	$40,000	$0	$0
THE ABOVE COMPENSATION SHOWS THE
NET AMOUNT ADJ BY 1369113 OF	GREENSBORO	NC	27408	N/A	0.00	$0	$0	$0	REIMBURSED EXPENSES FROM MOORINGS C

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
ALLAN SONG
701 GREEN VALLEY RD	GREENSBORO	NC	27408	SR PROGRAM OFFICER	37.50	$270,142	$114,297	$0
MARK STEINMEYER
701 GREEN VALLEY RD	GREENSBORO	NC	27408	SR PROGRAM OFFICER	37.50	$264,636	$76,147	$0
CHRISTOPHER GRIFFIN
701 GREEN VALLEY RD	GREENSBORO	NC	27408	SR PROGRAM OFFICER	37.50	$217,367	$112,988	$0
MCKINLEY JOHNSON
701 GREEN VALLEY RD	GREENSBORO	NC	27408	SR PORTFOLIO ACCOUNT	37.50	$144,367	$88,075	$0
DAWN CARD
701 GREEN VALLEY RD	GREENSBORO	NC	27408	EXECUTIVE ASSISTANT	37.50	$136,779	$68,669	$0

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	6	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
INTELLIGENT TECHNOLOGIES INC
12 OAK BRANCH DRIVE	GREENSBORO	NC	27407	COMPUTER CONSULTANTS	$129,807
H SMITH RICHARDSON TESTAMENTARY TRUST
701 GREEN VALLEY RD STE 306	GREENSBORO	NC	27408	ACCOUNTING SERVICES	$123,495
RSM US LLP
230 NORTH ELM STREET	GREENSBORO	NC	27401	AUDIT AND TAX SERVICES	$113,428
KORN FERRY HAY GROUP
33 SOUTH 6TH ST 4900	MINNEAPOLIS	MN	55485	CONSULTANTS	$55,290

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

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	$527,492,768	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$2,360,715	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$341,490	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$530,194,973	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$530,194,973	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$7,952,925	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$522,242,048	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$26,112,102	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$26,112,102	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$261,417	TaxBasedOnInvestmentIncomeAmt
Total Tax	$261,417	TotalTaxAmt
Distributable Before Adj	$25,850,685	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$487,567	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$26,338,252	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$26,338,252	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$28,304,435	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$7,722	CharitableAssetsAcquisPaidAmt
Qualifying Distributions	$28,312,157	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$26,338,252	DistributableAsAdjustedAmt
Undistributed Income PY	$25,261,431	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$28,312,157	QualifyingDistributionsAmt
Applied To Year1	$25,261,431	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$1,967,000	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,083,726	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,967,000	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$25,254,526	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$1,967,000	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	PETER L RICHARDSON PRESIDENT	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	SMITH RICHARDSON FOUNDATION INC 60	AddressLine1Txt
Address Line2	JESUP ROAD	AddressLine2Txt
City	WESTPORT	CityNm
State Abbreviation	CT	StateAbbreviationCd
ZIP	06880	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	2032226222	RecipientPhoneNum
Form And Info And Materials	WRITTEN PROPOSAL ALONG WITH A COPY OF IRS EXEMPTION LETTER	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	ALTHOUGH THE MISSION OF THE FOUNDATION IS TO SUPPORT PUBLIC POLICY RESEARCH, IT MAKES SMALL GRANTS TO ORGANIZATIONS IN NORTH CAROLINA AND CONNECTICUT THAT PROVIDE INNOVATIVE SERVICES FOR DISADVANTAGED CHILDREN AND FAMILIES. HOWEVER, SUCH GRANTS ARE CUSTOMARILY SOLICITED BY THE FOUNDATION'S GOVERNORS. THEY ARE NOT RENEWABLE. DIRECT SERVICE ORGANIZATIONS LOCATED OUTSIDE THESE TWO STATES, AS WELL AS NATIONAL DIRECT SERVICE CHARITIES, WILL NOT BE CONSIDERED FOR SUPPORT BY THE DIRECT SERVICE GRANTS PROGRAM.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (282 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
A WIDER CIRCLE
4808 MOORLAND LANE SUITE 8	BETHESDA	MD	20814	PC	GENERAL OPERATING SUPPORT	$5,000
AMERICA ABROAD MEDIA
1701 PENNSYLVANIA AVE NW SUITE 300	WASHINGTON	DC	20006	PC	GENERAL OPERATING SUPPORT	$250,000
AMERICA ABROAD MEDIA
1701 PENNSYLVANIA AVE NW SUITE 300	WASHINGTON	DC	20006	PC	GENERAL OPERATING SUPPORT	$100,000
AMERICAN ACADEMY FOR STRATEGIC EDUCATION
2000 M ST NW SUITE 760	WASHINGTON	DC	20036	PF	GENERAL OPERATING SUPPORT	$275,000
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVE NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$20,000
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVE NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$319,000
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVE NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$200,000
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVE NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$150,000
AMERICAN FOREIGN POLICY COUNCIL
509 C STREET NE	WASHINGTON	DC	20002	PC	GENERAL OPERATING SUPPORT	$400,000
AMERICAN FOREIGN POLICY COUNCIL
509 C STREET NE	WASHINGTON	DC	20002	PC	GENERAL OPERATING SUPPORT	$127,050
AMERICAN FOREIGN POLICY COUNCIL
509 C STREET NE	WASHINGTON	DC	20002	PC	GENERAL OPERATING SUPPORT	$110,000
AMERICAN INSTITUTES FOR RESEARCH
1000 THOMAS JEFFERSON ST NW SUITE	WASHINGTON	DC	20007	PC	GENERAL OPERATING SUPPORT	$229,999	400
AMERICAN SADDLE HORSE MUSEUM ASSOCIATION INC
4083 IRON WORKS PARKWAY	LEXINGTON	KY	40511	PC	GENERAL OPERATING SUPPORT	$2,000
AMERICAN UNIVERSITY
4801 MASSACHUSETTS AVE NW SUITE 312	WASHINGTON	DC	20016	PC	GENERAL OPERATING SUPPORT	$100,000
AMERICARES FOUNDATION INC
88 HAMILTON AVENUE	STAMFORD	CT	06902	PC	GENERAL OPERATING SUPPORT	$50,000
AREI INC
PO BOX 7784	ASPEN	CO	81612	PC	GENERAL OPERATING SUPPORT	$10,000
ARIZONA STATE UNIVERSITY
PO BOX 876011	TEMPE	AZ	85280	GOV	GENERAL OPERATING SUPPORT	$60,000
ASIA SOCIETY
725 PARK AVENUE	NEW YORK	NY	10021	PC	GENERAL OPERATING SUPPORT	$250,000
ASPETUCK LAND TRUST INC
PO BOX 444	WESTPORT	CT	06881	PC	GENERAL OPERATING SUPPORT	$5,000
ASSOCIATION FOR EDUCATION FINANCE AND POLICY INC
1344 DISC DRIVE 3091	SPARKS	NV	85280	PC	GENERAL OPERATING SUPPORT	$45,000
ATLANTIC COUNCIL OF THE UNITED STATES INC
1030 15TH STREET NW 12 FLOOR	WASHINGTON	DC	20005	PC	GENERAL OPERATING SUPPORT	$141,515
ATLANTIC COUNCIL OF THE UNITED STATES INC
1030 15TH STREET NW 12 FLOOR	WASHINGTON	DC	20005	PC	GENERAL OPERATING SUPPORT	$175,000
ATLANTIC COUNCIL OF THE UNITED STATES INC
1030 15TH STREET NW 12 FLOOR	WASHINGTON	DC	20005	PC	GENERAL OPERATING SUPPORT	$100,000
ATLANTIC COUNCIL OF THE UNITED STATES INC
1030 15TH STREET NW 12 FLOOR	WASHINGTON	DC	20005	PC	GENERAL OPERATING SUPPORT	$25,000
BELLWETHER EDUCATION PARTNERS
517 BOSTON POST ROAD UNIT 171	SUDBURY	MA	01776	PC	GENERAL OPERATING SUPPORT	$150,000
BEAUFORT HISTORICAL ASSOCIATION INC
150 TURNER STREET	BEAUFORT	NC	28516	PC	GENERAL OPERATING SUPPORT	$10,000
BISHOP JOHN T WALKER SCHOOL FOR BOYS
1801 MISSISSIPPI AVENUE SE	WASHINGTON	DC	20020	PC	GENERAL OPERATING SUPPORT	$5,000
BOSTON UNIVERSITY
881 COMMONWEALTH AVE	BOSTON	MA	02215	PC	GENERAL OPERATING SUPPORT	$75,765
BOYS AND GIRLS CLUBS OF THE COASTAL PLAINS INC
621 W FIRE TOWER ROAD	WINTERVILLE	NC	28590	PC	GENERAL OPERATING SUPPORT	$10,000
BRAIN & BEHAVIOR RESEARCH FOUNDATION
747 THIRD AVE 33RD FLOOR	NEW YORK	NY	10017	PC	GENERAL OPERATING SUPPORT	$15,000
BRIAN GIBBONS HOMELESS OUTREACH INC
227 PORTER HILL ROAD	MIDDLEBURY	CT	06762	PC	GENERAL OPERATING SUPPORT	$10,000
BRIDGEPORT HOSPITAL FOUNDATION INC
267 GRANT STREET	BRIDGEPORT	CT	06610	PC	GENERAL OPERATING SUPPORT	$15,000
BRIDGEPORT HOSPITAL FOUNDATION INC
267 GRANT STREET	BRIDGEPORT	CT	06610	PC	GENERAL OPERATING SUPPORT	$25,000
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$150,000
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$135,659
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$100,000
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$175,000
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$75,373
BROWN UNIVERSITY
350 EDDY STREET	PROVIDENCE	RI	02903	PC	GENERAL OPERATING SUPPORT	$350,000
CAPE FEAR COMMUNITY COLLEGE FOUNDATION INC
411 N FRONT STREET	WILMINGTON	NC	28401	PC	GENERAL OPERATING SUPPORT	$1,000
CARNIEGE ENDOWMENT FOR INTERNATIONAL PEACE
1779 MASSACHUSETTS AVE NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$100,000
CARTERET COMMUNITY FOUNDATION INC
3737 GLENWOOD AVE STE 460	RALEIGH	NC	27612	PC	GENERAL OPERATING SUPPORT	$10,000
CASIS ELEMENTARY PTA
2170 EXPOSITION BLVD	AUSTIN	TX	78703	PC	GENERAL OPERATING SUPPORT	$7,000
CATHOLIC ACADEMY OF BRIDGEPORT
63 PEQUONNOCK STREET	BRIDGEPORT	CT	06604	PC	GENERAL OPERATING SUPPORT	$50,000
CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON INC
924 G STREET NW	WASHINGTON	DC	20001	PC	GENERAL OPERATING SUPPORT	$5,000
CENTER FOR A NEW AMERICAN SECURITY
1152 15TH STREET NW	WASHINGTON	DC	20005	PC	GENERAL OPERATING SUPPORT	$169,103
CENTER FOR A NEW AMERICAN SECURITY
1153 15TH STREET NW	WASHINGTON	DC	20005	PC	GENERAL OPERATING SUPPORT	$200,000
CENTER FOR ADVANCED DEFENSE STUDIES INC
1201 EYE ST NW STE 200	WASHINGTON	DC	20005	PC	GENERAL OPERATING SUPPORT	$250,000
CENTER FOR CREATIVE LEADERSHIP
ONE LEADERSHIP PLACE	GREENSBORO	NC	27410	PC	GENERAL OPERATING SUPPORT	$25,000
CENTER FOR CREATIVE LEADERSHIP
ONE LEADERSHIP PLACE	GREENSBORO	NC	27410	PC	GENERAL OPERATING SUPPORT	$10,000
CENTER FOR EUROPEAN POLICY ANALYSIS
1275 PENNSYLVANIA AVE NW	WASHINGTON	DC	20004	PC	GENERAL OPERATING SUPPORT	$200,000
CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS
1667 K STREET NW	WASHINGTON	DC	20006	PC	GENERAL OPERATING SUPPORT	$50,000
CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS
1667 K STREET NW	WASHINGTON	DC	20006	PC	GENERAL OPERATING SUPPORT	$150,000
CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS
1667 K STREET NW	WASHINGTON	DC	20006	PC	GENERAL OPERATING SUPPORT	$150,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$87,068
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$258,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$60,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$74,701
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$126,500
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$200,000
CENTER FOR URBAN FAMILIES INC
2201 N MONROE STREET	BALTIMORE	MD	21217	PC	GENERAL OPERATING SUPPORT	$3,000
CHAPEL & YORK U S FOUNDATION
1350 AVENUE OF THE AMERICAS FLOOR 2	NEW YORK	NY	10019	PC	GENERAL OPERATING SUPPORT	$98,324	SUITE 266
CHECKERBOARD FOUNDATION INC
1 EAST 53RD STREET 14TH FLOOR	NEW YORK	NY	10022	PC	GENERAL OPERATING SUPPORT	$10,000
CHECKERBOARD FOUNDATION INC
1 EAST 53RD STREET 14TH FLOOR	NEW YORK	NY	10022	PC	GENERAL OPERATING SUPPORT	$5,000
CHILDREN OF FALLEN PATRIOTS
1818 LIBRARY ST SUITE 500	RESTON	VA	20190	PC	GENERAL OPERATING SUPPORT	$10,000
CHILDREN OF FALLEN PATRIOTS
1818 LIBRARY ST SUITE 500	RESTON	VA	20190	PC	GENERAL OPERATING SUPPORT	$50,000
CLAREMONT MCKENNA COLLEGE
400 NORTH CLAREMONT BLVD 132	CLAREMONT	CA	91711	PC	GENERAL OPERATING SUPPORT	$140,583
CONE HEALTH FOR NICU SNOO SLEEPERS
1200 NORTH ELM STREET	GREENSBORO	NC	27401	PC	GENERAL OPERATING SUPPORT	$2,500
CONNECTICUT BURNS CARE FOUNDATION
601 BOSTON POST ROAD	MILFORD	CT	06460	PC	GENERAL OPERATING SUPPORT	$10,000
CONNECTICUT CASA ASSOCIATION INC
157 CHURCH STREET 19TH FLOOR	NEW HAVEN	CT	06510	PC	GENERAL OPERATING SUPPORT	$5,000
CONNECTICUT INSITUTUE FOR REFUGEES AND IMMIGRANTS INC
670 CLINTON AVENUE	BRIDGEPORT	CT	06605	PC	GENERAL OPERATING SUPPORT	$10,000
CORNELL UNIVERSITY
373 PINE TREE ROAD	ITHACA	NY	14850	PC	GENERAL OPERATING SUPPORT	$7,500
COUNCIL ON FOREIGN RELATIONS INC
58 EAST 68TH STREET	NEW YORK	NY	10065	PC	GENERAL OPERATING SUPPORT	$60,000
COUNCIL ON FOREIGN RELATIONS INC
58 EAST 68TH STREET	NEW YORK	NY	10065	PC	GENERAL OPERATING SUPPORT	$170,068
COUNCIL ON STRATEGIC RISKS
1025 CONNECTICUT AVE NW SUITE 1000	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$175,000
DARTMOUTH COLLEGE
11 ROPE FERRY ROAD	HANOVER	NH	03755	PC	GENERAL OPERATING SUPPORT	$13,669
DELL CHILDREN'S MEDICAL CENTER FOUNDATION
7900 MUELLER BLVD	AUSTIN	TX	78723	PC	GENERAL OPERATING SUPPORT	$10,000
DUI HUA FOUNDATION
450 SUTTER STREET SUITE 900	SAN FRANCISCO	CA	94108	PC	GENERAL OPERATING SUPPORT	$195,000
DUKE UNIVERSITY
BOX 90581	DURHAM	NC	27708	PC	GENERAL OPERATING SUPPORT	$6,000
ENVIRONMENTAL DEFENSE FUND INC
257 PARK AVE SOUTH 17TH FLOOR	NEW YORK	NY	10010	PC	GENERAL OPERATING SUPPORT	$5,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREET	MONTGOMERY	AL	36104	PC	GENERAL OPERATING SUPPORT	$4,000
EVERWONDER CHILDREN'S MUSEUM
11 MILE HILL ROAD	NEWTOWN	CT	06470	PC	GENERAL OPERATING SUPPORT	$10,000
FAIRFIELD COUNTRY DAY SCHOOL
2970 BRONSON ROAD	FAIRFIELD	CT	06824	PC	GENERAL OPERATING SUPPORT	$1,000
FAIRFIELD COUNTRY DAY SCHOOL
2970 BRONSON ROAD	FAIRFIELD	CT	06824	PC	GENERAL OPERATING SUPPORT	$5,000
FAIRFIELD COUNTY'S COMMUNITY FOUNDATION INC
40 RICHARDS AVE	NORWALK	CT	06854	PC	GENERAL OPERATING SUPPORT	$5,000
FAMILY CENTERS INC
40 ARCH STREET	GREENWICH	CT	06830	PC	GENERAL OPERATING SUPPORT	$5,000
FELLOWSHIP OF CHRISTIAN ATHLETES
2204 NORTH ROAD	MOREHEAD CITY	NC	28557	PC	GENERAL OPERATING SUPPORT	$5,000
FIDELITY CHARITABLE GIFT FUND
PO BOX 770001	CINCINNATI	OH	45277	PC	GENERAL OPERATING SUPPORT	$75,000
FIRST CHURCH OF CHRIST WOODBRIDGE
5 MEETINGHOUSE LANE	WOODBRIDGE	CT	06525	PC	GENERAL OPERATING SUPPORT	$5,000
FIRST PRESBYTERIAN CHURCH
617 NORTH ELM STREET	GREENSBORO	NC	27401	PC	GENERAL OPERATING SUPPORT	$5,000
FIRST UNITED METHODIST CHURCH
900 ARENDELL STREET	MOREHEAD CITY	NC	28557	PC	GENERAL OPERATING SUPPORT	$10,000
FOR THE LAND PUBLISHING INC
PO BOX 514	CORINTH	VT	05039	PC	GENERAL OPERATING SUPPORT	$3,000
FOREIGN POLICY RESEARCH INSTITUTE
1528 WALNUT STREET SUITE 610	PHILADELPHIA	PA	19102	PC	GENERAL OPERATING SUPPORT	$111,100
FORGE CHURCH
2116 MCKNIGHT MILL ROAD	GREENSBORO	NC	27405	PC	GENERAL OPERATING SUPPORT	$10,000
FOUNDATION FOR DEFENSE OF DEMOCRACIES
1800 M STREET SUITE 800-SOUTH	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$100,000
FOUNDATION FOR DEFENSE OF DEMOCRACIES
1800 M STREET SUITE 800-SOUTH	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$200,000
FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC
1800 M STREET SUITE 800-SOUTH	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$400,000
FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC
1800 M STREET SUITE 800-SOUTH	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$183,775
FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC
1800 M STREET SUITE 800-SOUTH	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$175,000
FOUNDATION OF WAYNE COMMUNITY COLLEGE INC
PO BOX 8002	GOLDSBORO	NC	27533	PC	GENERAL OPERATING SUPPORT	$75,000
FRIENDS OF THE AMERICAN UNIVERSITY OF AFGHANISTAN
1901 PENNSYLVANIA AVE NW	WASHINGTON	DC	20006	PC	GENERAL OPERATING SUPPORT	$2,500
FRIENDS OF THE MUSEUM NC MARITIME MUSEUM INC
315 FRONT STREET	BEAUFORT	NC	28516	PC	GENERAL OPERATING SUPPORT	$10,000
GEORGETOWN UNIVERSITY
BOX 571168	WASHINGTON	DC	20057	PC	GENERAL OPERATING SUPPORT	$150,000
GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION INC
58 EDGEWOOD AVE SE	ATLANTA	GA	30303	PC	GENERAL OPERATING SUPPORT	$225,000
GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE
268 BUSH STREET 555	SAN FRANCISCO	CA	94104	PC	GENERAL OPERATING SUPPORT	$5,000
GIVING VOICE INITIATIVE
7400 METRO BOULEVARD SUITE 255	EDINA	MN	55439	PC	GENERAL OPERATING SUPPORT	$2,500
GLOBAL FUND FOR CHILDREN
1411 K STREET NW SUITE 1200	WASHINGTON	DC	20005	PC	GENERAL OPERATING SUPPORT	$10,000
GLOBALGIVING FOUNDATION INC
1 THOMAS CIRCLE SUITE 800	WASHINGTON	DC	20005	PC	GENERAL OPERATING SUPPORT	$10,000
GRAND TETON NATIONAL PARK FOUNDATION
PO BOX 249	MOOSE	WY	83012	PC	GENERAL OPERATING SUPPORT	$13,500
GREENSBORO CHILDREN'S MUSEUM
220 N CHURCH STREET	GREENSBORO	NC	27401	PC	GENERAL OPERATING SUPPORT	$2,000
GREENSBORO DAY SCHOOL
5401 LAWNDALE DRIVE	GREENSBORO	NC	27455	PC	GENERAL OPERATING SUPPORT	$3,500
HEALING PLACE INC
1020 W MARKET STREET	LOUISVILLE	KY	40202	PC	GENERAL OPERATING SUPPORT	$1,000
HEART CARE INTERNATIONAL INC
139 E PUTNAM AVENUE	GREENWICH	CT	06830	PC	GENERAL OPERATING SUPPORT	$15,000
HIGH CALIBER STABLES HOT SHOTS
8506 CEDAR HOLLOW ROAD	GREENSBORO	NC	27455	PC	GENERAL OPERATING SUPPORT	$2,500
HOLOCAUST MUSEUM HOUSTON
5401 CAROLINE STREET	HOUSTON	TX	77004	PC	GENERAL OPERATING SUPPORT	$5,000
HOPE ACADEMY GSO
1403 W FLORIDA STREET	GREENSBORO	NC	27403	PC	GENERAL OPERATING SUPPORT	$10,000
HOPE ACADEMY GSO
1403 W FLORIDA STREET	GREENSBORO	NC	27403	PC	GENERAL OPERATING SUPPORT	$5,000
HOPE ACADEMY GSO
1403 W FLORIDA STREET	GREENSBORO	NC	27403	PC	GENERAL OPERATING SUPPORT	$1,000
HORSEPOWER INC
4537 WALPOLE ROAD	HIGH POINT	NC	27265	PC	GENERAL OPERATING SUPPORT	$2,500
HUDSON INSTITUTE
1201 PENNSYLVANIA AVE NW SUITE 400	WASHINGTON	DC	20004	PC	GENERAL OPERATING SUPPORT	$129,031
HUDSON INSTITUTE INC
1202 PENNSYLVANIA AVE NW SUITE 400	WASHINGTON	DC	20004	PC	GENERAL OPERATING SUPPORT	$100,000
HUDSON INSTITUTE INC
1203 PENNSYLVANIA AVE NW SUITE 400	WASHINGTON	DC	20004	PC	GENERAL OPERATING SUPPORT	$125,000
HUDSON INSTITUTE INC
1204 PENNSYLVANIA AVE NW SUITE 400	WASHINGTON	DC	20004	PC	GENERAL OPERATING SUPPORT	$153,274
INDIANA UNIVERSITY DEPT 78867
PO BOX 7800	DETROIT	MI	48278	PC	GENERAL OPERATING SUPPORT	$7,500
INFORMATION TECHNOLOGY & INNOVATION FOUNDATION
1101 K ST NW STE 610	WASHINGTON	DC	20005	PC	GENERAL OPERATING SUPPORT	$245,000
INSTITUTE FOR PROGRESS AND ALTRUISM
1140 THIRD ST NE STE 401	WASHINGTON	DC	20002	PC	GENERAL OPERATING SUPPORT	$148,591
INSTITUTE FOR SECURITY & TECHNOLOGY
5800 HARBORD DRIVE	OAKLAND	CA	94611	PC	GENERAL OPERATING SUPPORT	$200,000
INSTITUTE FOR STATE EFFECTIVENESS
1050 30TH ST NW	WASHINGTON	DC	20007	PC	GENERAL OPERATING SUPPORT	$50,000
INSTITUTE FOR THE STUDY OF WAR
1400 16TH STREET NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$192,923
INTERACTIVE RESOURCE CENTER INC
PO BOX 20568	GREENSBORO	NC	27420	PC	GENERAL OPERATING SUPPORT	$10,000
JAMESTOWN FOUNDATION
1310 L STREET NW SUITE 310	WASHINGTON	DC	20005	PC	GENERAL OPERATING SUPPORT	$120,000
JAMESTOWN FOUNDATION
1310 L STREET NW SUITE 310	WASHINGTON	DC	20005	PC	GENERAL OPERATING SUPPORT	$225,000
JAMESTOWN FOUNDATION
1310 L STREET NW SUITE 310	WASHINGTON	DC	20005	PC	GENERAL OPERATING SUPPORT	$11,500
JOHNS HOPKINS UNIVERSITY
265 GARLAND HALL 3400 NCHARLES	BALTIMORE	MD	21218	PC	GENERAL OPERATING SUPPORT	$79,250	STREET
JOHNS HOPKINS UNIVERSITY
265 GARLAND HALL 3400 NCHARLES	BALTIMORE	MD	21218	PC	GENERAL OPERATING SUPPORT	$60,000	STREET
KIDS EMPOWERED BY YOUR SUPPORT INC
PO BOX 532	NEW CANAAN	CT	06840	PC	GENERAL OPERATING SUPPORT	$25,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE	CAMBRIDGE	MA	02139	PC	GENERAL OPERATING SUPPORT	$133,466
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE	CAMBRIDGE	MA	02139	PC	GENERAL OPERATING SUPPORT	$234,386
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE	CAMBRIDGE	MA	02139	PC	GENERAL OPERATING SUPPORT	$7,500
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE	CAMBRIDGE	MA	02139	PC	GENERAL OPERATING SUPPORT	$7,500
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE	CAMBRIDGE	MA	02139	PC	GENERAL OPERATING SUPPORT	$7,500
MDRC
200 VESEY STREET 23RD FLOOR	NEW YORK	NY	10281	PC	GENERAL OPERATING SUPPORT	$9,000
MDRC
200 VESEY STREET 23RD FLOOR	NEW YORK	NY	10281	PC	GENERAL OPERATING SUPPORT	$200,000
MEMORIAL SLOAN-KETTERING CANCER CENTER
PO BOX 5028	HAGERSTOWN	MD	21741	PC	GENERAL OPERATING SUPPORT	$5,000
MERCATUS CENTER INC
3434 WASHINGTON BLVD 4TH FLOOR	ARLINGTON	VA	22201	PC	GENERAL OPERATING SUPPORT	$100,000
MICHIGAN STATE UNIVERSITY
426 AUDITORIUM RD ROOM 2	EAST LANSING	MI	48824	PC	GENERAL OPERATING SUPPORT	$200,000
MIDDLE EAST INSTITUTE
1763 N STREET NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$146,300
MINNESOTA OVARIAN CANCER ALLIANCE INC
4604 CHICAGO AVENUE	MINNEAPOLIS	MN	55407	PC	GENERAL OPERATING SUPPORT	$7,500
MIRIAM P BRENNER CHILDREN'S MUSUEM
220 N CHURCH STREET	GREENSBORO	NC	27401	PC	GENERAL OPERATING SUPPORT	$2,000
MISSOURI STATE UNIVERSITY FOUNDATION
KENNETH E MEYER ALUMNI CENTER 300 S	SPRINGFIELD	MO	65806	PC	GENERAL OPERATING SUPPORT	$94,050	JEFFERSON AVE SUITE 100
NATIONAL BUREAU OF ECONOMIC RESEARCH INC
1050 MASSACHUSETTS AVE	CAMBRIDGE	MA	02138	PC	GENERAL OPERATING SUPPORT	$263,703
NATIONAL CAMPAIGN TO PREVENT TEEN AND UNPLANNED PREGANCY POWER TO DECIDE
1015 15TH ST NW SUTIE 1225	WASHINGTON	DC	20005	PC	GENERAL OPERATING SUPPORT	$2,000
NATIONAL INSTITUTE FOR PUBLIC POLICY
9302 LEE HIGHWAY STE 750	FAIRFAX	VA	22031	PC	GENERAL OPERATING SUPPORT	$157,444
NATIONAL OVARIAN CANCER COALITION INC
12221 MERIT DRIVE STE 1950	DALLAS	TX	75251	PC	GENERAL OPERATING SUPPORT	$5,000
NATIONAL SECURITY SPACE ASSOC INC
2345 CRYSTAL DRIVE SUITE 291	ARLINGTON	VA	22202	PC	GENERAL OPERATING SUPPORT	$200,000
NATURAL SCIENCE CENTER OF GREENSBORO INC
4301 LAWNDALE DRIVE	GREENSBORO	NC	27455	PC	GENERAL OPERATING SUPPORT	$4,000
NATURE CONSERVANCY INC - VERMONT CHAPTER
138 MAIN STREET	MONTPELIER	VT	05602	PC	GENERAL OPERATING SUPPORT	$10,000
NAVAL WAR COLLEGE FOUNDATION INC
66 CUSHING ROAD	NEWPORT	RI	02841	PC	GENERAL OPERATING SUPPORT	$203,500
NEW AMERICA FOUNDATION
740 15TH ST NW 900	WASHINGTON	DC	20005	PC	GENERAL OPERATING SUPPORT	$100,000
NONPROLIFERATION POLICY EDUCATION CENTER
PO BOX 17678	ARLINGTON	VA	22216	PC	GENERAL OPERATING SUPPORT	$250,000
NONPROLIFERATION POLICY EDUCATION CENTER
PO BOX 17678	ARLINGTON	VA	22216	PC	GENERAL OPERATING SUPPORT	$25,000
NORTH CAROLINA MARINE AND ESTUARY FOUNDATION INC
1101 HAYNES STREET	RALEIGH	NC	27604	PC	GENERAL OPERATING SUPPORT	$10,000
OBSERVER RESEARCH FOUNDATION AMERICA
1100 17TH ST NW SUITE 501	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$75,000
OPERATIONS SECOND CHANCE INC
20251 CENTURY BOULEVARD	GERMANTOWN	MD	20874	PC	GENERAL OPERATING SUPPORT	$2,500
OUTCOMES RESEARCH INSTITUTE
1092 CATHCART WAY	STANFORD	CA	94305	PF	GENERAL OPERATING SUPPORT	$200,000
PACIFIC FORUM
1003 BISHOP STREET PAUAI TOWER	HONOLULU	HI	96813	PC	GENERAL OPERATING SUPPORT	$151,190	SUITE 1150
PACIFIC FORUM
1003 BISHOP STREET PAUAI TOWER	HONOLULU	HI	96813	PC	GENERAL OPERATING SUPPORT	$175,000	SUITE 1150
PARISH OF CALVARY ST GEORGE'S
61 GRAMERCY PARK N FLOOR 2	NEW YORK	NY	10010	PC	GENERAL OPERATING SUPPORT	$10,000
PEQUOT LIBRARY ASSOCIATION
720 PEQUOT AVENUE	SOUTHPORT	CT	06890	PC	GENERAL OPERATING SUPPORT	$2,500
PETER G PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS
1750 MASSACHUSETTS AVE NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$300,000
PHILOS PROJECT INC
12 EAST 33RD STREET 2ND FLOOR	NEW YORK	NY	10016	PC	GENERAL OPERATING SUPPORT	$50,000
PLAYERS PHILANTHROPY FUND
1122 KENILWORTH DR STE 201	TOWSON	MD	21204	PC	GENERAL OPERATING SUPPORT	$99,550
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVE	CAMBRIDGE	MA	02138	PC	GENERAL OPERATING SUPPORT	$225,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVE	CAMBRIDGE	MA	02138	PC	GENERAL OPERATING SUPPORT	$7,500
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVE	CAMBRIDGE	MA	02138	PC	GENERAL OPERATING SUPPORT	$5,000
PRINCETON CHURCH OF CHRIST
33 RIVER ROAD	PRINCETON	NJ	08540	PC	GENERAL OPERATING SUPPORT	$12,000
PROJECT 2049 INSTITUTE
2300 CLARENDON BLVD SUITE 703	ARLINGTON	VA	22201	PC	GENERAL OPERATING SUPPORT	$50,000
PROTESTANT EPISCOPAL HIGH SCHOOL IN VIRGINIA
1200 NORTH QUAKER LANE	ALEXANDRIA	VA	22302	PC	GENERAL OPERATING SUPPORT	$13,500
RAND CORPORATION
1776 MAIN STREET PO BOX 2138	SANTA MONICA	CA	90407	PC	GENERAL OPERATING SUPPORT	$145,606
READWORKS INC
PO BOX 24673	BROOKLYN	NY	11202	PC	GENERAL OPERATING SUPPORT	$50,000
RED DOG FARM ANIMAL RESCUE NETWORK
8653 NC HWY 65	STOKESDALE	NC	27357	PC	GENERAL OPERATING SUPPORT	$5,000
RED DOG FARM ANIMAL RESCUE NETWORK
8653 NC HWY 65	STOKESDALE	NC	27357	PC	GENERAL OPERATING SUPPORT	$10,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
1608 FOURTH ST SUITE 220	BERKELEY	CA	94710	PC	GENERAL OPERATING SUPPORT	$200,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
1608 FOURTH ST SUITE 220	BERKELEY	CA	94710	PC	GENERAL OPERATING SUPPORT	$250,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
1608 FOURTH ST SUITE 220	BERKELEY	CA	94710	PC	GENERAL OPERATING SUPPORT	$204,792
REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES
10889 WILSHIRE BLVD SUITE 820	LOS ANGELES	CA	90095	PC	GENERAL OPERATING SUPPORT	$200,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVE MC-0934	LA JOLLA	CA	92093	PC	GENERAL OPERATING SUPPORT	$7,500
RESOURCES FOR THE FUTURE
1616 P STREET NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$300,000
RHODE ISLAND FARM INCUBATOR
140 EXETER ROAD SUITE 2107	NORTH KINGSTOWN	RI	02852	PC	GENERAL OPERATING SUPPORT	$30,000
ROOM TO READ
465 CALIFORNIA STREET SUITE 1000	SAN FRANCISCO	CA	94104	PC	GENERAL OPERATING SUPPORT	$2,500
RUSI US FOUNDATION
1776 I STREET NW 9TH FLOOR	WASHINGTON	DC	20006	POF	GENERAL OPERATING SUPPORT	$173,401
RUSI US FOUNDATION
1300 I STREET NW SUITE 400	WASHINGTON	DC	20005	POF	GENERAL OPERATING SUPPORT	$200,000
RUTGERS UNIVERSITY DANA LIBRARY
185 UNIVERSITY AVENUE	NEWARK	NJ	07102	PC	GENERAL OPERATING SUPPORT	$7,500
RUTGERS UNIVERSITY
33 KNIGHTSBRIDGE ROAD EAST WING 2ND	PISCATAWAY	NJ	08854	PC	GENERAL OPERATING SUPPORT	$169,512	FLOOR
RW SOLUTIONS INC
200 MYRTLE STREET	NEW BRITAIN	CT	06053	PC	GENERAL OPERATING SUPPORT	$10,000
SACRED HEART UNIVERSITY
5151 PARK AVENUE	FAIRFIELD	CT	06825	PC	GENERAL OPERATING SUPPORT	$22,500
SAFARI CLUB INTERNATIONAL FOUNDATION
4800 W GATES PASS ROAD	TUSCON	AZ	85745	PC	GENERAL OPERATING SUPPORT	$20,000
SAINT ANTHONY HISTORIC PRESERVATION SOCIETY
4 STABLE ROAD	TUXEDO PARK	NY	10987	PC	GENERAL OPERATING SUPPORT	$5,000
SANDY HOOK PROMISE FOUNDATION
PO BOX 3489	NEWTOWN	CT	06470	PC	GENERAL OPERATING SUPPORT	$5,000
SASCO CREEK NEIGHBORS ENVIRONMENTAL TRUST INC
PO BOX 1061	SOUTHPORT	CT	06890	PC	GENERAL OPERATING SUPPORT	$10,000
SECOND CHANCE STABLES INC
6819 JOE BRANSON ROAD	BENNETT	NC	27208	PC	GENERAL OPERATING SUPPORT	$3,000
SHADY SIDE ACADEMY
423 FOX CHAPEL ROAD	PITTSBURGH	PA	15238	PC	GENERAL OPERATING SUPPORT	$5,000
SHALOM AUSTIN
7300 HART LANE	AUSTIN	TX	78731	PC	GENERAL OPERATING SUPPORT	$15,000
SILVER SOURCE INC
1100 SUMMER STREET SUITE 201	STAMFORD	CT	06905	PC	GENERAL OPERATING SUPPORT	$10,000
SISTERS OF THE HUMILITY OF MARY
PO BOX 534	VILLA MARIA	PA	16155	PC	GENERAL OPERATING SUPPORT	$5,000
SOUNDWATERS
1281 COVE ROAD	STAMFORD	CT	06902	PC	GENERAL OPERATING SUPPORT	$10,000
SOUNDWATERS
1281 COVE ROAD	STAMFORD	CT	06902	PC	GENERAL OPERATING SUPPORT	$10,000
SPAY-NEUTER ASSISTANCE PROGRAM
PO BOX 278	NEW HILL	NC	27562	PC	GENERAL OPERATING SUPPORT	$5,000
SPCA OF THE TRIAD
PO BOX 4461	GREENSBORO	NC	27404	PC	GENERAL OPERATING SUPPORT	$2,000
ST BARNABAS EPISCOPAL CHURCH
954 LAKE AVENUE	GREENWICH	CT	06831	PC	GENERAL OPERATING SUPPORT	$35,000
ST JOHN'S UNIVERSTIY
8000 UTOPIA PARKWAY	QUEENS	NY	11439	PC	GENERAL OPERATING SUPPORT	$48,225
STANFORD UNIVERSITY
485 BROADWAY THIRD FLOOR	REDWOOD CITY	CA	94063	PC	GENERAL OPERATING SUPPORT	$275,168
STANFORD UNIVERSITY
485 BROADWAY THIRD FLOOR	REDWOOD CITY	CA	94063	PC	GENERAL OPERATING SUPPORT	$361,230
TEACHERS COLLEGE COLUMBIA COLLEGE
525 W 120TH ST BOX 21	NEW YORK	NY	10027	PC	GENERAL OPERATING SUPPORT	$200,000
TEXAS CHILDREN'S HOSPITAL
1919 S BRAESWOOD SUITE 6226	HOUSTON	TX	77030	PC	GENERAL OPERATING SUPPORT	$10,000
THE ALEXANDER HAMILTON SOCIETY
1701 RHODE ISLAND AVE NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$20,000
THE ALEXANDER HAMILTON SOCIETY
1750 H STREET NW SUITE 200	WASHINGTON	DC	20006	PC	GENERAL OPERATING SUPPORT	$278,300
THE AMERICAN LYCEUM
2590 GOLDEN PHEASANT PLACE	CATLETT	VA	20119	PC	GENERAL OPERATING SUPPORT	$150,000
THE CENTER FOR SECURITY POLICY INC
1250 24TH STREET NW SUITE 600	WASHINGTON	DC	20037	PC	GENERAL OPERATING SUPPORT	$148,500
THE KENNEDY COLLECTIVE INC
2440 RESERVOIR AVENUE	TRUMBULL	CT	06611	PC	GENERAL OPERATING SUPPORT	$10,000
THE LAST PRISONER PROJECT
1312 17T STREET SUITE 640	DENVER	CO	80202	PC	GENERAL OPERATING SUPPORT	$7,000
THE LEUKEMIA & LYMPHOMA SOCIETY INC
PO BOX 22443	NEW YORK	NY	10087	PC	GENERAL OPERATING SUPPORT	$2,000
THE MILTON S EISENHOWER FOUNDATION
1101 30TH STREET NW 4TH FLOOR	WASHINGTON	DC	20007	PC	GENERAL OPERATING SUPPORT	$125,000
THE NATIONAL BUREAU OF ASIAN RESEARCH
1819 L STREET NW 9TH FLOOR	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$60,000
THE NAVAL INSTITUTE FOUNDATION INC
291 WOOD ROAD	ANNAPOLIS	MD	21402	PC	GENERAL OPERATING SUPPORT	$200,000
THE NEW SCHOOL
79 FITH AVENEUE 17TH FLOOR	NEW YORK	NY	10003	PC	GENERAL OPERATING SUPPORT	$60,000
THE PETEY GREENE PROGRAM INC
22 STOCKTON ST	PRINCETON	NJ	08540	PC	GENERAL OPERATING SUPPORT	$5,000
THE WISCONSIN PROJECT ON NUCLEAR ARMS CONTROL
1701 K STREET NW ST	WASHINGTON	DC	20006	PC	GENERAL OPERATING SUPPORT	$150,000
TRILATERAL COMMISSION NORTH AMERICA
PO BOX 380810	CAMBRIDGE	MA	02238	PC	GENERAL OPERATING SUPPORT	$3,000
TRUSTEES OF BOSTON UNIVERSITY
25 BUICK STREET	BOSTON	MA	02115	PC	GENERAL OPERATING SUPPORT	$31,100
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
615 WEST 131ST STREET	NEW YORK	NY	10027	PC	GENERAL OPERATING SUPPORT	$50,000
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
615 WEST 131ST STREET	NEW YORK	NY	10027	PC	GENERAL OPERATING SUPPORT	$249,993
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
615 WEST 131ST STREET	NEW YORK	NY	10027	PC	GENERAL OPERATING SUPPORT	$60,000
TRUSTEES OF DARTMOUTH COLLEGE
100 TUCK HALL100 TUCK HALL	HANOVER	NH	03755	PC	GENERAL OPERATING SUPPORT	$6,000
TRUSTEES OF PRINCETON UNIVERSITY
87 PROSPECT AVENEUE ROOM 208	PRINCETON	NJ	08544	PC	GENERAL OPERATING SUPPORT	$49,990
TRUSTEES OF PRINCETON UNIVERSITY
PO BOX 5357	PRINCETON	NJ	08543	PC	GENERAL OPERATING SUPPORT	$10,000
TRUSTEES OF PRINCETON UNIVERSITY - SCHOOL OF PUBLIC & INTERNATIONAL AFFAIRS
004B ROBERTSON HALL	PRINCETON	NJ	08544	PC	GENERAL OPERATING SUPPORT	$63,234
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREET 5TH FLOOR	PHILADELPHIA	PA	19104	PC	GENERAL OPERATING SUPPORT	$100,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREET 5TH FLOOR	PHILADELPHIA	PA	19104	PC	GENERAL OPERATING SUPPORT	$100,000
TRUSTEES OF TUFTS COLLEGE
136 HARRISON AVE 75K-950	BOSTON	MA	02111	PC	GENERAL OPERATING SUPPORT	$22,000
U S COMMITTEE FOR HUMAN RIGHTS IN NORTH KOREA
1801 F STREET	WASHINGTON	DC	20006	PC	GENERAL OPERATING SUPPORT	$200,000
UNC HEALTH FOUNDATION INC
PO BOX 309	CHAPEL HILL	NC	27514	PC	GENERAL OPERATING SUPPORT	$10,000
UNITED STATES NAVAL INSTITUTE
291 WOOD ROAD	ANNAPOLIS	MD	21402	PC	GENERAL OPERATING SUPPORT	$20,000
UNIVERSITY OF CANTERBURY FOUNDATION IN AMERICA INC
1350 AVENUE OF THE AMERICAS	NEW YORK	NY	10019	PC	GENERAL OPERATING SUPPORT	$150,000
UNIVERSITY OF DELAWARE
210 HULLIHEN HALL	NEWARK	DE	19716	PC	GENERAL OPERATING SUPPORT	$7,500
UNIVERSITY OF HOUSTON
402 AGNES ARNOLD HALL	HOUSTON	TX	77204	PC	GENERAL OPERATING SUPPORT	$46,713
UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION INC
300 E MARKET ST SUITE 300	LOUISVILLE	KY	40220	PC	GENERAL OPERATING SUPPORT	$25,000
UNIVESITY OF MARYLAND
7809 REGENTS DRIVE	COLLEGE PARK	MD	20742	PC	GENERAL OPERATING SUPPORT	$24,934
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
104 AIRPORT DR SUITE 2200 CB 1350	CHAPEL HILL	NC	27599	PC	GENERAL OPERATING SUPPORT	$73,221
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
104 AIRPORT DR SUITE 2200 CB 1350	CHAPEL HILL	NC	27599	PC	GENERAL OPERATING SUPPORT	$91,324
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOR AUCKLAND ART MUSEUM
CAMPUS BOX 3400	CHAPEL HILL	NC	27599	PC	GENERAL OPERATING SUPPORT	$13,000
UNIVERSITY OF NORTH CAROLINA CHAPEL HILL ARTS AND SCIENCES FOUNDATION
523 E FRANKLIN STREET	CHAPEL HILL	NC	27514	PC	GENERAL OPERATING SUPPORT	$2,000
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL KENAN CENTER
360 KENAN CENTER DRIVE	CHAPEL HILL	NC	24599	PC	GENERAL OPERATING SUPPORT	$5,000
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL KENAN CENTER
360 KENAN CENTER DRIVE	CHAPEL HILL	NC	24599	PC	GENERAL OPERATING SUPPORT	$5,000
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL OFFICE OF SPONSORED RESEARCH
PO BOX 402420	ATLANTA	GA	30384	PC	GENERAL OPERATING SUPPORT	$7,500
UNIVERSITY OF NOTRE DAME
940 GRACE HALL	NOTRE DAME	IN	46556	PC	GENERAL OPERATING SUPPORT	$62,671
UNIVERSITY OF NOTRE DAME
940 GRACE HALL	NOTRE DAME	IN	46556	PC	GENERAL OPERATING SUPPORT	$300,000
UNIVERSITY OF SOUTHERN CALIFORNIA
3720 SOUTH FLOWER STREET CUB 3RD	LOS ANGELES	CA	90089	PC	GENERAL OPERATING SUPPORT	$7,500	FLOOR
UNIVERSITY OF TEXAS AT AUSTIN
2304 WHITIS AVE STOP G9900	AUSTIN	TX	78712	GOV	GENERAL OPERATING SUPPORT	$150,000
UNIVERSITY OF TEXAS AT AUSTIN
3925 WEST BRAKER LANE	AUSTIN	TX	78759	GOV	GENERAL OPERATING SUPPORT	$100,000
UNIVERSITY OF TEXAS AT AUSTIN
3925 WEST BRAKER LANE	AUSTIN	TX	78759	GOV	GENERAL OPERATING SUPPORT	$29,176
UNIVERSITY OF TEXAS LAW SCHOOL FOUNDATION
727 EAST DEAN KEETON STREET	AUSTIN	TX	78705	GOV	GENERAL OPERATING SUPPORT	$225,000
URBAN INSTITUTE
500 LENFANT PLAZA SW	WASHINGTON	DC	20024	PC	GENERAL OPERATING SUPPORT	$150,000
URBAN INSTITUTE
500 LENFANT PLAZA SW	WASHINGTON	DC	20024	PC	GENERAL OPERATING SUPPORT	$150,000
VALLEY FORGE MILITARY ACADEMY FOUNDATION
1001 EAGLE ROAD	WAYNE	PA	19087	PC	GENERAL OPERATING SUPPORT	$10,000
VERTEX PARTNERSHIP ACADEMIES INC
1160 BEACH AVENUE	BRONX	NY	10472	PC	GENERAL OPERATING SUPPORT	$20,000
VOLUNTEERS OF AMERICA MID STATES
570 SOUTH 4TH STREET	LOUISVILLE	KY	40202	PC	GENERAL OPERATING SUPPORT	$1,000
WASHINGTON UNIVERSITY IN ST LOUIS
ONE BROOKINGS DRIVE	ST LOUIS	MO	63130	PC	GENERAL OPERATING SUPPORT	$160,575
WATERSIDE SCHOOL INC
770 PACIFIC STREET	STAMFORD	CT	06902	PC	GENERAL OPERATING SUPPORT	$25,000
WELLESLEY COLLEGE
106 CENTRAL STREET	WELLESLEY	MA	02481	PC	GENERAL OPERATING SUPPORT	$122,718
WEST AUSTIN YOUTH ASSOCIATION
1314 EXPOSITION BLVD	AUSTIN	TX	78703	PC	GENERAL OPERATING SUPPORT	$5,000
WEST POINT ASSOCIATION OF GRADUATES
698 MILLS ROAD	WEST POINT	NY	10996	PC	GENERAL OPERATING SUPPORT	$5,000
WEST POINT ASSOCIATION OF GRADUATES
698 MILLS ROAD	WEST POINT	NY	10996	PC	GENERAL OPERATING SUPPORT	$5,000
WESTOVER PRESBYTERIAN CHURCH INC
505 MUIRS CHAPEL ROAD	GREENSBORO	NC	27410	PC	GENERAL OPERATING SUPPORT	$10,000
WINSTON PREPARATORY SCHOOL
50 BROAD ST SUITE 402	NEW YORK	NY	10004	PC	GENERAL OPERATING SUPPORT	$20,000
WOODSON CENTER
1625 K STREET NW SUITE 410	WASHINGTON	DC	20006	PC	GENERAL OPERATING SUPPORT	$1,000
WORLD CENTRAL KITCHEN INC
200 MASSACHUSETTS AVE NW 7TH FLOOR	WASHINGTON	DC	20001	PC	GENERAL OPERATING SUPPORT	$10,000
YALE NEW HAVEN HOSPITAL
PO BOX 1849	NEW HAVEN	CT	06508	PC	GENERAL OPERATING SUPPORT	$5,000
YALE VETERANS ASSOCIATION INC
24 LORRAINE DRIVE	WOODBRIDGE	CT	06525	PC	GENERAL OPERATING SUPPORT	$10,000
YALE VETERANS ASSOCIATION INC
24 LORRAINE DRIVE	WOODBRIDGE	CT	06525	PC	GENERAL OPERATING SUPPORT	$10,000
YORKTOWN INSTITUTE
5906 OVERLEA ROAD	BETHESDA	MD	20816	PC	GENERAL OPERATING SUPPORT	$128,500
GJRTT FAMILY GRANTS PROGRAM
800 GREEN VALLEY ROAD STE 203	GREENSBORO	NC	27408	PF	GENERAL OPERATING SUPPORT	$250,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$22,769,293	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN FOREIGN POLICY COUNCIL
509 C STREET NE	WASHINGTON	DC	20002	PC	GENERAL OPERATING SUPPORT	$72,950
AMERICAN FOREIGN POLICY COUNCIL
509 C STREET NE	WASHINGTON	DC	20002	PC	GENERAL OPERATING SUPPORT	$90,000
ATLANTIC COUNCIL OF THE UNITED STATES INC
1030 15TH ST NW	WASHINGTON	DC	20005	PC	GENERAL OPERATING SUPPORT	$100,000
BOSTON COLLEGE TRUSTEES
140 COMMONWEALTH AVE	CHESTNUT HILL	MA	02467	PC	GENERAL OPERATING SUPPORT	$74,235
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$100,000
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$74,627
BROWN UNIVERSITY
350 EDDY STREET	PROVIDENCE	RI	02903	PC	GENERAL OPERATING SUPPORT	$350,000
CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE
1779 MASSACHUSETTS AVE NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$100,000
CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS
1667 K STREET NW	WASHINGTON	DC	20006	PC	GENERAL OPERATING SUPPORT	$100,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$124,942
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$46,200
FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC
1800 M STREET SUITE 800-SOUTH	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$100,000
GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION INC
58 EDGEWOOD AVE SE	ATLANTA	GA	30303	PC	GENERAL OPERATING SUPPORT	$225,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVE	CAMBRIDGE	MA	02139	PC	GENERAL OPERATING SUPPORT	$250,548
MERCATUS CENTER INC
3434 WASHINGTON BLVD 4TH FLOOR	ARLINGTON	VA	22201	PC	GENERAL OPERATING SUPPORT	$100,000
MIDDLE EAST INSTITUTE
1763 N STREET NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING SUPPORT	$53,700
NEW AMERICA FOUNDATION
740 15TH STREET NW 900	WASHINGTON	DC	20005	PC	GENERAL OPERATING SUPPORT	$100,000
NONPROLIFERATION POLICY EDUCATION CENTER
PO BOX 17678	ARLINGTON	VA	22216	PC	GENERAL OPERATING SUPPORT	$250,000
OUTCOMES RESEARCH INSTITUTE
1092 CARTHCART WAY	STANFORD	CA	94305	PC	GENERAL OPERATING SUPPORT	$200,000
RAND CORPORATION
1776 MAIN STREET PO BOX 2138	SANTA MONICA	CA	90407	PC	GENERAL OPERATING SUPPORT	$122,485
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
1608 FOURTH ST SUITE 220	BERKELEY	CA	94710	PC	GENERAL OPERATING SUPPORT	$205,613
STANFORD UNIVERSITY
340 PANAMA STREET	STANFORD	CA	94305	PC	GENERAL OPERATING SUPPORT	$374,317
TEACHERS COLLEGE COLUMBIA UNIVERSITY
525 W 120TH ST BOX 21	NEW YORK	NY	10027	PC	GENERAL OPERATING SUPPORT	$200,000
THE MILTON S EISENHOWER FOUNDATION
1101 30TH STREET NW 4TH FLOOR	WASHINGTON	DC	20007	PC	GENERAL OPERATING SUPPORT	$50,000
TRUSTEES OF PRINCETON UNIVERSITY SCHOOL OF PUBLIC & INTERNATIONAL AFFAIRS
004B ROERTSON HALL	PRINCETON	NJ	08544	PC	GENERAL OPERATING SUPPORT	$114,107
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREET 5TH FLOOR	PHILADELPHIA	PA	19104	PC	GENERAL OPERATING SUPPORT	$50,000
UNIVERSITY OF CANTERBURY FOUNDATION IN AMERICA INC
1350 AVENUE OF THE AMERICAS	NEW YORK	NY	10019	PC	GENERAL OPERATING SUPPORT	$150,000
UNIVERSITY OF HOUSTON
402 AGNES ARNOLD HALL	HOUSTON	TX	77204	PC	GENERAL OPERATING SUPPORT	$64,863
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
104 AIRPORT DR SUITE 2200 CB 1350	CHAPEL HILL	NC	27599	PC	GENERAL OPERATING SUPPORT	$115,806
UNIVERSITY OF TEXAS AT AUSTIN
3925 WEST BRAKER LANE	AUSTIN	TX	78759	GOV	GENERAL OPERATING SUPPORT	$126,105
UNIVERSITY OF TEXAS AT AUSTIN
3925 WEST BRAKER LANE	AUSTIN	TX	78759	GOV	GENERAL OPERATING SUPPORT	$100,000
UNIVERSITY OF TEXAS LAW SCHOOL FOUNDATION
727 EAST DEAN KEETON STREET	AUSTIN	TX	78712	GOV	GENERAL OPERATING SUPPORT	$50,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$4,235,498	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$16,813	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Business	523000	BusinessCd
Exclusion	14	ExclusionCd
Exclusion	$7,805,748	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Business	523000	BusinessCd
Exclusion	18	ExclusionCd
Exclusion	$15,877,617	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (10 entries)

DescDesc	BusinessBusinessCd	ExclusionExclusionCd	ExclusionExclusionAmt
EQUITY IN PARTNERSHIP INCOME(LOSS)	523000	14	$29,832,700
EQUITY IN INC(LOSS) OF SRF PROPERTIES I (501(A) REAL EST. HOLDING COMPANY)		14	-$12,191,169
EQUITY IN INC(LOSS) OF SRF PROPERTIES II (501(A) REAL EST. HOLDING COMPANY)		14	-$37,346
EQUITY IN INC(LOSS) OF SRF PROPERTIES III (501(A) REAL EST. HOLDING COMPANY)		14	$505,712
UNREALIZED GAIN/(LOSS)		14
GRANTS RETURNED		14	$487,567
GRANTS CANCELLED		14	$148,500
DEFERRED TAX BENEFIT		14	$15,000
SALE OF FIXED ASSETS		14	-$635
MISCELLANEOUS REVENUE		14	$297

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$42,460,804	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$42,460,804	TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	H SMITH RICHARDSON CHARITABLE TRUST	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	701 GREEN VALLEY ROAD SUITE 306	AddressLine1Txt
City	GREENSBORO	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	274087096	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$1,967,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	RSM US LLP	CategoryTxt
Amt	$73,758	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$73,758	DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

Field	Value	IRS element (for citing)
Election	FOUNDATION TRUSTEES HEREBY ELECT UNDER TREASURY REGULATION SECTION 53.4942(A)-3(D)(2) TO TREAT $1,967,000 OF GRANTS MADE IN 2023 AS A DISTRIBUTION FROM CORPUS.	ElectionDesc

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	GrantGrantDt	GrantGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Expended By GranteeExpendedByGranteeAmt	Any Diversion By GranteeAnyDiversionByGranteeTxt	Dates Of Reports By GranteeDatesOfReportsByGranteeTxt	Results Of VerificationResultsOfVerificationTxt
GRACE JONES RICHARDSON TESTAMENTARY TRUST
800 GREEN VALLEY ROAD SUITE 203	GREENSBORO	NC	27408	2023-04-19	$250,000	OUR GRANT IS FOR THE GENERAL GRANT MAKING SUPPORT OF GRACE JONES RICHARDSON TESTAMENTARY TRUST AND MUST BE EXPENDED FOR CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).	$0	NO	EXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED.
RUSI - ROYAL UNITED SERVICES INSTITUTE RUSI US FOUNDATION
1776 I STREET NW 9TH FLOOR	WASHINGTON	DC	20006	2023-07-26	$200,000	OUR GRANT IS INTENDED TO HELP FUND THE EDUCATIONAL ACTIVITIES DIRECTLY PERFORMED AND CARRIED OUT BY RUSI. THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3).	$0	NO	EXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED.
OUTCOMES RESEARCH INSTITUTE
1092 CATHCART WAY	STANFORD	CA	943056010	2022-11-30	$200,000	AT THE INITIAL AWARD DATE IN JUNE 2021, OUTCOMES RESEARCH INSTITUTE WAS A 501(C)(3) PUBLIC CHARITY. IN SEPTEMBER 2022, THE ORGANIZATION'S EXEMPTION STATUS CHANGED TO PRIVATE NON-OPERATING FOUNDATION. ACCORDINGLY, EXPENDITURE RESPONSIBILITY WAS EXERCISED FOR 2023 AS FOLLOWS:OUR GRANT IS INTENDED TO SPECIFICALLLY SUPPORT THE PROJECT ENTITLED "COMPARATIVE EDUATION POLICY LAB." THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3).	$200,000	NO	11/30/2023	GRANT FULLY EXPENDED PER FINAL REPORT RECEIVED 11/30/2023.
FOUNDATION FOR RESILIENT SOCIETIES
52 TECHNOLOGY WAY	NASHUA	NH	03060	2022-07-13	$247,500	OUR GRANT IS INTENDED TO SPECIFICALLLY SUPPORT THE PROJECT ENTITLED "ELECTRICITY REPORT CARDS FOR THE FIFTY STATES." THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3).	$247,500	NO	12/31/2022, 06/30/2023, 12/31/2023	GRANT FULLY EXPENDED PER FINAL REPORT RECEIVED 12/31/23.
OUTCOMES RESEARCH INSTITUTE
1092 CATHCART WAY	STANFORD	CA	943056010	2023-10-25	$200,000	OUR GRANT IS INTENDED TO SPECIFICALLLY SUPPORT THE PROJECT ENTITLED "INTERNATIONAL COMPARATIVE EDUATION POLICY LAB." THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3).	$0	NO	EXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED.
RUSI - ROYAL UNITED SERVICES INSTITUTE RUSI US FOUNDATION
1776 I STREET NW 9TH FLOOR	WASHINGTON	DC	20006	2023-07-12	$173,401	OUR GRANT IS INTENDED TO HELP FUND THE EDUCATIONAL ACTIVITIES DIRECTLY PERFORMED AND CARRIED OUT BY RUSI. THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3).	$0	NO	EXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED.
AMERICAN ACADEMY FOR STRATEGIC EDUCATION
200 M ST NW SUITE 760	WASHINGTON	DC	20012	2023-07-19	$275,000	OUR GRANT IS INTENDED TO HELP FUND THE EDUCATIONAL ACTIVITIES DIRECTLY PERFORMED AND CARRIED OUT BY AASE. THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3).	$0	NO	EXPECTED TO BE RECEIVED AFTER FORM 990PF IS FILED.

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

Field	Value	IRS element (for citing)
Identifier	CONTROLLED ENTITIES	IdentifierTxt
Form And Line Reference	FORM 990-PF, PART VI-A, LINE 11	FormAndLineReferenceDesc
Medium Explanation	THE SMITH RICHARDSON FOUNDATION (EIN 56-0611550) OWNS AN APPROXIMATELY 66.40% INTEREST IN MOORINGS CAPITAL LLC (EIN 56-2280118). MOORINGS CAPITAL LLC'S ADDRESS IS 701 GREEN VALLEY ROAD, SUITE 306, GREENSBORO, NC 27408. SOME OF THE OTHER LLC MEMBERS SHARE COMMON TRUSTEES WITH THE SMITH RICHARDSON FOUNDATION. WHEN THE TRUST'S OWNERSHIP INTEREST IN MOORINGS CAPITAL LLC IS COMBINED WITH THE OTHER LLC MEMBERS, THE TRUST COULD BE CONSIDERED TO OWN A CONTROLLED ENTITY. DURING THE 2023 TAX YEAR, THE SMITH RICHARDSON FOUNDATION DID NOT RECEIVE ANY SPECIFIED PAYMENTS FROM MOORINGS CAPITAL LLC WITHIN THE MEANING OF INTERNAL REVENUE CODE SECTION 512(B)(13)(A).ALSO, THE SMITH RICHARDSON FOUNDATION'S OWNERSHIP INTEREST IN MOORINGS CAPITAL LLC IS NOT AN EXCESS BUSINESS HOLDING UNDER INTERNAL REVENUE CODE SECTION 4943.MOORINGS CAPITAL LLC IS A PARTNERSHIP FOR FEDERAL INCOME TAX PURPOSES, AND IT HAS FOUR PARTNERS/LLC MEMBERS. ALL OF THE MEMBERS ARE TAX EXEMPT ENTITIES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).THIS LLC WAS FORMED FOR THE PURPOSE OF POOLING EACH INDIVIDUAL TAX EXEMPT ENTITY'S SEPARATE INVESTMENTS INTO ONE LARGER INVESTMENT POOL. THIS POOLING OF INVESTMENTS PROVIDES MANY BENEFITS TO THE PARTNERS/MEMBERS WHICH INCLUDE LOWER INVESTMENT MANAGEMENT FEES AND ACCESS TO INVESTMENTS NOT OTHERWISE AVAILABLE. MOORINGS CAPITAL LLC DOES NOT HAVE ANY EMPLOYEES AND ITS ONLY ASSETS ARE THE INVESTMENTS IN LOWER TIER INVESTMENT PARTNERSHIPS. MOORINGS CAPITAL DOES NOT HAVE A CONTROLLING INTEREST IN ANY OF THE LOWER TIER INVESTMENT PARTNERSHIPS THAT IT OWNS. ALSO, NEITHER SMITH RICHARDSON FOUNDATION NOR ANY OTHER PARTNER/LLC MEMBER HAS ANY CONTROLLING INTEREST IN ANY OF THE LOWER TIER INVESTMENTS THAT ARE OWNED BY MOORINGS CAPITAL LLC.DURING THE 2023 TAX YEAR THE SMITH RICHARDSON FOUNDATION RECEIVED $25,350,005 OF CAPITAL DISTRIBUTIONS FROM MOORINGS CAPITAL LLC.	MediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	PARTNERSHIP EQUITY	CategoryOrItemTxt
Listed At Cost Or FMV	FMV	ListedAtCostOrFMVCd
Book Value	$544,068,096	BookValueAmt
EOYFMV	$544,068,096	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	NEXSEN PRUET LEGAL FEES	CategoryTxt
Legal Fees	$40,511	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$40,511	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
OTHER RECEIVABLES	$22,100	$18,692	$18,692
LEASE ROU ASSET	$393,731	$309,997	$309,997

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING FEES	$73,931	$0	$73,931
DUES & SUBSCRIPTIONS	$20,438	$0	$20,438
OFFICE EQUIPMENT RENTAL	$11,984	$0	$11,984
INSURANCE	$149,852	$0	$149,141
MAINTENANCE	$101,343	$0	$92,093
OFFICE EXPENSE	$62,891	$0	$62,881
POSTAGE	$15,529	$0	$15,529
TELEPHONE	$46,345	$0	$46,345
UTILITIES	$21,946	$0	$21,946

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (10 entries)

DescDesc	Net Investment IncomeNetInvestmentIncomeAmt	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME FROM MOORINGS CAPITAL LLC	$2,555,602
EQUITY IN PARTNERSHIP INCOME(LOSS)		$29,832,700	$29,832,700
EQUITY IN INC(LOSS) OF SRF PROPERTIES I (501(A) REAL EST. HOLDING COMPANY)		-$12,191,169	-$12,191,169
EQUITY IN INC(LOSS) OF SRF PROPERTIES II (501(A) REAL EST. HOLDING COMPANY)		-$37,346	-$37,346
EQUITY IN INC(LOSS) OF SRF PROPERTIES III (501(A) REAL EST. HOLDING COMPANY)		$505,712	$505,712
GRANTS RETURNED		$487,567	$487,567
GRANTS CANCELLED		$148,500	$148,500
DEFERRED TAX BENEFIT		$15,000	$15,000
SALE OF FIXED ASSETS		-$635	-$635
MISCELLANEOUS REVENUE		$297	$297

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
DEFERRED EXCISE TAX	$1,566,632	$2,418,455
LEASE ROU OBLIGATION	$423,217	$338,211

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CUSTODIAN FEES	$116	$116	$0
EQUITY IN PSHP INCOME(LOSS): INVESTMENT EXPENSES (K-1'S)	$0	$7,366,016	$0
COMPUTER CONSULTING	$181,072	$0	$183,804
OTHER PROFESSIONAL FEES	$262,224	$0	$262,224

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES	$130,185	$0	$130,185
FEDERAL EXCISE TAX	$307,276	$0	$0
STATE TAXES	$485	$0	$485

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	DescDesc	AmtAmt
MOORINGS CAPITAL LLC
701 GREEN VALLEY ROAD SUITE 306	GREENSBORO	NC	27408	562280118	CASH DISTRIBUTION AS SHOWN ON 2023 SCHEDULE K-1 RCVD FROM PARTNERSHIP.	$0
MOORINGS CAPITAL LLC
701 GREEN VALLEY ROAD SUITE 306	GREENSBORO	NC	27408	562280118	REIMBURSEMENT FOR SERVICES PROVIDED TO MOORINGS CAPITAL, LLC.	$0

Field	Value	IRS element (for citing)
Total	$27,477,400	TotalAmt