STRATEGY STUDIO / PUBLIC DATA EXPLORER

DYSON FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
DYSON FOUNDATION (EIN 13-6084888)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-08
IRS object ID
202423139349101182
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)
Return2024-11-08T13:09:25-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN871353108PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNER ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1733 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172703ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136084888EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DYSON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDYSOBusinessNameControlTxt
Phone8456770644PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 HALCYON ROADAddressLine1Txt
CityMILLBROOKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12545ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREA L REYNOLDSPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone8456770644PhoneNum
Signature2024-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGINA RACHELPreparerPersonNm
PTINP01216293PTIN
Phone2129498700PhoneNum
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$238,809,538FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$30,623ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,619,390DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,619,390DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,822,791NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,467,604GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,816,694CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$241,474OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$176,318OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$7,714,278TotalRevAndExpnssAmt
Total Net Invst Incm$7,612,402TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$242,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$242,500CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$803,882OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$186,404OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$617,501OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$611,598PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$56,084PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$562,399PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$14,098LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$14,098LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$79,983AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$39,992AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$41,991AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,102,802OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,056,282OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$46,520OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$360,917InterestRevAndExpnssAmt
Interest Net Invst Incm$88,256InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$171,829TaxesRevAndExpnssAmt
Taxes Net Invst Incm$83,386TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$24,330DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$52,284OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$1,046OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$50,346OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$33,641TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$34,778TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$12,530PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$12,530PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$102,510OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$97,837OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,612,904TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,511,450TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,720,500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,688,634ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,878,395ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$23,301,538TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,511,450TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$14,598,895TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,587,260ExcessRevenueOverExpensesAmt
Net Investment Income$5,100,952NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$192,192CashBOYAmt
Cash EOY$162,336CashEOYAmt
Cash EOYFMV$162,336CashEOYFMVAmt
Sav And Temp Cash Invst BOY$11,308,857SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$13,270,223SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13,270,223SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$753AcctRcvblAmt
Acct Rcvbl BOY$5,061AcctRcvblBOYAmt
Acct Rcvbl EOY$753AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$753AcctRcvblEOYFMVAmt
Other Nts And Loans Rcvbl$380,767OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$380,767OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$380,767OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$303,105PrepaidExpensesBOYAmt
Prepaid Expenses EOY$350,492PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$350,492PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$54,894,453CorporateStockBOYAmt
Corporate Stock EOY$53,057,435CorporateStockEOYAmt
Corporate Stock EOYFMV$53,057,435CorporateStockEOYFMVAmt
Other Investments BOY$167,776,875OtherInvestmentsBOYAmt
Other Investments EOY$171,094,659OtherInvestmentsEOYAmt
Other Investments EOYFMV$171,094,659OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$868,665LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$485,874LandBldgEquipAccumDeprecAmt
Land BOY$382,363LandBOYAmt
Land EOY$382,791LandEOYAmt
Land EOYFMV$382,791LandEOYFMVAmt
Other Assets BOY$971,870OtherAssetsBOYAmt
Other Assets EOY$110,082OtherAssetsEOYAmt
Other Assets EOYFMV$110,082OtherAssetsEOYFMVAmt
Total Assets BOY$235,834,776TotalAssetsBOYAmt
Total Assets EOY$238,809,538TotalAssetsEOYAmt
Total Assets EOYFMV$238,809,538TotalAssetsEOYFMVAmt
Accounts Payable BOY$421,285AccountsPayableBOYAmt
Accounts Payable EOY$334,394AccountsPayableEOYAmt
Grants Payable BOY$14,874,928GrantsPayableBOYAmt
Grants Payable EOY$20,685,167GrantsPayableEOYAmt
Mortgages And Notes Payable BOY$6,936,892MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$1,936,892MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$710,871OtherLiabilitiesBOYAmt
Other Liabilities EOY$958,828OtherLiabilitiesEOYAmt
Total Liabilities BOY$22,943,976TotalLiabilitiesBOYAmt
Total Liabilities EOY$23,915,281TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$212,890,800NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$214,894,257NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$212,890,800TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$214,894,257TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$235,834,776TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$238,809,538TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$212,890,800TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,587,260ExcessRevenueOverExpensesAmt
Other Increases$17,590,717OtherIncreasesAmt
Subtotal$214,894,257SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$214,894,257TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmt
AG GROWTH CAPITAL PARTNERS I, L.P.P2023-01-012023-12-31-$114,144-$114,144
CCP AIV I LPP2023-01-012023-12-31$18,501$18,501
CENTERBRIDGE CAPITAL PARTNERSP2023-01-012023-12-31-$19,060-$19,060
CENTERBRIDGE CAPITAL PARTNERS II LPP2023-01-012023-12-31$2,320$2,320
CENTERBRIDGE II (CAYMAN)P2023-01-012023-12-31$11,945$11,945
ENERTECH CAPITALP2023-01-012023-12-31$3,684$3,684
GREENHILL CAPITAL PARTNERS III LPP2023-01-012023-12-31$177,599$177,599
GS MEZZANINE PARTNERS FUNDP2023-01-012023-12-31$4,733$4,733
IR&M INTERMEDIATEP2023-01-012023-12-31-$354,883-$354,883
LC ASIA PRIVATE INVESTORS LPP2023-01-012023-12-31$204,885$204,885
RIVERSTONE GLOBAL ENERGY AND PPI OFFSHORE IV, L.PP2023-01-012023-12-31$952$952
SUMMIT ROCK STRATEGIC FIXED INCOMEP2023-01-012023-12-31$7,702$7,702
SUMMIT ROCK PRIVATE EQUITY IIP2023-01-012023-12-31$1,128,300$1,128,300
SUMMIT ROCK PRIVATE EQUITY IIIP2023-01-012023-12-31$373,104$373,104
SUMMIT ROCK PRIVATE EQUITY IVP2023-01-012023-12-31$161,544$161,544
SUMMIT ROCK PRIVATE EQUITY VP2023-01-012023-12-31-$6,653-$6,653
WHITEHALL PARALLEL GLOBAL-2001P2023-01-012023-12-31-$261,650-$261,650
WHITEHALL PARALLEL GLOBAL-2007P2023-01-012023-12-31-$284,686-$284,686
MARKETABLE SECURITIES2023-01-012023-12-31$3,762,501$3,762,501$10,467,604$6,705,103
FieldValueIRS element (for citing)
Capital Gain Net Income$4,816,694CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$70,903InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$70,903SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$70,903TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$321,809EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$321,809TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$250,906OverpaymentAmt
Applied To ES Tax$250,906AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.DYSONFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksVIVIAN WALSHIndividualWithBooksNm
Phone8456770644PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line125 HALCYON ROADAddressLine1Txt
CityMILLBROOKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12545ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT R DYSON
25 HALCYON ROADMILLBROOKNY12545CHAIRMAN & DIRECTOR3.00$0$0$0
CHRISTOPHER C DYSON
25 HALCYON ROADMILLBROOKNY12545TREASURER/VICE CHAIR2.00$0$0$0
STEVE LEE
25 HALCYON ROADMILLBROOKNY12545ASST TREASURER/ASST SECRETARY5.00$0$0$0
MOLLY DYSON-SCHWERY
25 HALCYON ROADMILLBROOKNY12545DIRECTOR1.00$0$0$0
RAYMOND A LAMONTAGNE
25 HALCYON ROADMILLBROOKNY12545DIRECTOR1.00$0$0$0
TIMMIAN C MASSIE
25 HALCYON ROADMILLBROOKNY12545DIRECTOR1.00$0$0$0
JODE MILLMAN
25 HALCYON ROADMILLBROOKNY12545DIRECTOR1.00$0$0$0
ANDREA L REYNOLDS
25 HALCYON ROADMILLBROOKNY12545PRESIDENT/CEO40.00$242,500$57,528$43,169

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
CECILIA R STANCELL
25 HALCYON ROADMILLBROOKNY12545DIRECTOR OF PROGRAMS40.00$131,000$31,884$27,378
THERESA GILL
25 HALCYON ROADMILLBROOKNY12545DIRECTOR OF ADMIN40.00$112,000$27,454$31,301
VIVIAN WALSH
25 HALCYON ROADMILLBROOKNY12545DIRECTOR OF FINANCE40.00$112,000$27,244$31,151
JENNIFER DRAKE
25 HALCYON ROADMILLBROOKNY12545SR. PROGRAM OFFICER40.00$112,000$27,074$27,309
JENNIFER KILLIAN
25 HALCYON ROADMILLBROOKNY12545PROGRAM OFFICER40.00$93,915$22,504$42,870
FieldValueIRS element (for citing)
Other Employee Paid Over50k3OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
SUMMIT ROCK ADVISORS
9 WEST 57TH STREET 12TH FLOORNEW YORKNY10019CUSTODIAL FEES$1,418,682
APERIO GROUP LLC
THREE HARBOR DRIVESAUSALITOCA94965MANAGEMENT FEES$142,357
EISNERAMPER LLP
733 THIRD AVENUENEW YORKNY10017ACCOUNTING FEES$57,750
NORTHERN TRUST
50 LA SALLE STREETCHICAGOIL60603MANAGEMENT FEES$55,192
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1OMEGA INSTITUTE FOR HOLISTIC STUDIES INC.Description1Txt
Expenses1$150,000Expenses1Amt
Description2COVECARE CENTERDescription2Txt
Expenses2$150,000Expenses2Amt
All Other Program Rltd Invst Tot$80,767AllOtherProgramRltdInvstTotAmt
Total$380,767TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$228,224,059AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,233,903AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$540,976FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$237,998,938TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$237,998,938AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,569,984CashDeemedCharitableAmt
Net Vl Noncharitable Assets$234,428,954NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,721,448MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,721,448MinimumInvestmentReturnAmt
Tax Based On Investment Income$70,903TaxBasedOnInvestmentIncomeAmt
Income Tax$13,231IncomeTaxAmt
Total Tax$84,134TotalTaxAmt
Distributable Before Adj$11,637,314DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$11,637,314DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$11,637,314DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,598,895ExpensesAndContributionsAmt
Program Related Invst Total$380,767ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$24,758CharitableAssetsAcquisPaidAmt
Qualifying Distributions$15,004,420QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,637,314DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,130,147ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,826,803ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$821,988ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,592,209ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,628,659ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,999,806TotalExcessDistributionCyovAmt
Qualifying Distributions$15,004,420QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$11,637,314AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,367,106RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$12,366,912TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$3,130,147ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$9,236,765ExcessDistriCyovToNextYrAmt
Excess From Year4$1,826,803ExcessFromYear4Amt
Excess From Year3$821,988ExcessFromYear3Amt
Excess From Year2$1,592,209ExcessFromYear2Amt
Excess From Year1$1,628,659ExcessFromYear1Amt
Excess From Current Year$3,367,106ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE DYSON FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line125 HALCYON ROADAddressLine1Txt
CityMILLBROOKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12545ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8456770644RecipientPhoneNum
Form And Info And MaterialsSEE GRANT APPLICATION SUBMISSION INFORMATION IN FEDERAL FOOTNOTE STATEMENTS.FormAndInfoAndMaterialsTxt
Submission DeadlinesSEE GRANT APPLICATION SUBMISSION INFORMATION IN FEDERAL FOOTNOTE STATEMENTS.SubmissionDeadlinesTxt
Restrictions On AwardsSEE GRANT APPLICATION SUBMISSION INFORMATION IN FEDERAL FOOTNOTE STATEMENTS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (291 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADELANTE STUDENT VOICES INC
PO BOX 3023POUGHKEEPSIENY12603NONEPCTOWARDS THE ADELANTE SUMMER PROGRAM, WHICH HELPS UNDOCUMENTED HIGH SCHOOL STUDENTS EXPLORE PATHWAYS TO HIGHER EDUCATION AND COMMUNITY LEADERSHIP.$10,000
ADELPHI UNIVERSITY
1 SOUTH AVENUE PO BOX 701GARDEN CITYNY115300701NONEPCMULTI-YEAR SUPPORT FOR SCHOLARSHIPS FOR LOW-INCOME STUDENTS IN THE HUDSON VALLEY MSW PROGRAM WHO LIVE IN COLUMBIA, DUTCHESS, ORANGE, PUTNAM, AND ULSTER COUNTIES, AND PLAN TO WORK IN THE AREA.$40,000
ADELPHI UNIVERSITY
1 SOUTH AVENUE PO BOX 701GARDEN CITYNY115300701NONEPCTOWARDS SCHOLARSHIPS FOR ADELPHI'S CENTER FOR NONPROFIT LEADERSHIP CAPACITY BUILDING AND LEADERSHIP DEVELOPMENT PROGRAMS FOR MID-HUDSON VALLEY NONPROFITS.$25,000
ADOPTIVE AND FOSTER FAMILY COALITION OF NEW YORK INC
108 MAIN STREET SUITE 5NEW PALTZNY12561NONEPCMULTI-YEAR SUPPORT FOR ADOPTION-COMPETENT AND TRAUMA-INFORMED THERAPEUTIC PRACTICES FOR CHILDREN AND FAMILIES WITH ADOPTIVE OR FOSTER-CARE CHILDREN.$25,000
AMERICAN AGORA FOUNDATION
27 UNION SQUARE WEST SUITE 302NEW YORKNY10003NONEPCFOR GENERAL OPERATING SUPPORT.$10,000
AMPACT
1200 WASHINGTON AVE SOUTH SUITE 310MINNEAPOLISMN55415NONEPCSUPPORT FOR BUILDING NATIONAL SERVICE YEAR CAPACITY THROUGH THE DEVELOPMENT OF A POUGHKEEPSIE SERVICE ACCELERATOR AND THE LAUNCH OF AMERICORPS PROGRAMS FOCUSED ON EARLY LITERACY AND NUMERACY IN POUGHKEEPSIE.$50,000
ANGEL FOOD EAST
PO BOX 3813KINGSTONNY12402NONEPCFOR GENERAL OPERATING SUPPORT.$2,000
ARTIS-NAPLES
5833 PELICAN BAY BLVDNAPLESFL34108NONEPCFOR GENERAL OPERATING SUPPORT.$15,000
ARTS MID-HUDSON INC
696 DUTCHESS TURNPIKE SUITE FPOUGHKEEPSIENY12603NONEPCMULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$30,000
ASHOKAN CENTER
477 BEAVERKILL ROADOLIVEBRIDGENY12461NONEPCTOWARDS SUMMER PROGRAMMING AT THE ASHOKAN CENTER FOR CHILDREN FROM KINGSTON, NY.$10,000
ASTOR SERVICES
6339 MILL STREETRHINEBECKNY12572NONEPCTOWARDS A BEHAVIORIAL HEALTH CAPACITY BUILDING ENGAGEMENT.$20,000
ASTOR SERVICES
6339 MILL STREETRHINEBECKNY12572NONEPCMULTI-YEAR SUPPORT FOR A BI-LINGUAL (SPANISH) PARENT INFANT EDUCATOR TO WORK WITH FAMILIES IN THE ENHANCED CHILDHOOD COORDINATED SERVICES INITIATIVE.$40,000
ASTOR SERVICES
6339 MILL STREETRHINEBECKNY12572NONEPCTOWARDS TRAINING MATERIALS AND SUPPLIES FOR THERAPEUTIC PROGRAMMING.$7,000
AUTHORS GUILD FOUNDATION
31 EAST 32ND STREET SUITE 901NEW YORKNY10016NONESO ITOWARDS LITIGATION TO OVERTURN RESTRICTIONS ON THE SALE OF BOOKS TO SCHOOLS AND LIBRARIES.$5,000
BARDAVON 1869 OPERA HOUSE
35 MARKET STREETPOUGHKEEPSIENY12601NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$80,000
BARDAVON 1869 OPERA HOUSE
35 MARKET STREETPOUGHKEEPSIENY12601NONEPCTOWARDS AN UPGRADE AND RETROFIT OF THE CURRENT HVAC SYSTEM FOR THE BARDAVON 1869 OPERA HOUSE.$100,000
BARDAVON 1869 OPERA HOUSE
35 MARKET STREETPOUGHKEEPSIENY12601NONEPCFOR GENERAL OPERATING SUPPORT.$5,000
BERKSHIRE TACONIC COMMUNITY FOUNDATION
800 NORTH MAIN STREETSHEFFIELDMA012579503NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$25,000
BIG BROTHERS BIG SISTERS OF WESTCHESTER COUNTY INC
10 MIDLAND AVENUE SUITE 203PORT CHESTERNY10573NONEPCTOWARDS MENTORING PROGRAMS FOR YOUNG PEOPLE IN PUTNAM COUNTY.$25,000
BOYS AND GIRLS CLUB OF NEWBURGH
285 LIBERTY STREETNEWBURGHNY12550NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$175,000
BOYS AND GIRLS CLUB OF NEWBURGH
285 LIBERTY STREETNEWBURGHNY12550NONEPCMULTI-YEAR SUPPORT FOR SUMMER YOUTH PROGRAMMING IN POUGHKEEPSIE AND NEWBURGH.$85,000
CARY INSTITUTE OF ECOSYSTEM STUDIES
PO BOX ABMILLBROOKNY125450129NONEPCMULTI-YEAR SUPPORT FOR SUMMER CAMP SCHOLARSHIPS FOR ECONOMICALLY DISADVANTAGED STUDENTS FROM THE MID-HUDSON VALLEY.$5,000
CELEBRATING THE AFRICAN SPIRIT
PO BOX 1189POUGHKEEPSIENY12602NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR STRATEGIC PLANNING.$3,000
CENTER FOR CREATIVE EDUCATION
16 CEDAR STREETKINGSTONNY12401NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$80,000
CENTER FOR EFFECTIVE PHILANTHROPY
675 MASSACHUSETTS AVENUE 7TH FLOORCAMBRIDGEMA02139NONEPCFOR GENERAL OPERATING SUPPORT.$1,000
CENTER FOR GOVERNMENTAL RESEARCH
1 S WASHINGTON ST SUITE 400ROCHESTERNY14614NONEPCMULTI-YEAR SUPPORT FOR THE MID-HUDSON VALLEY COMMUNITY PROFILES WEBSITE, WHICH PROVIDES TREND DATA AND ANALYSIS FOR A SERIES OF INDICATORS FOR COLUMBIA, DUTCHESS, GREENE, ORANGE, PUTNAM, SULLIVAN, AND ULSTER COUNTIES.$46,700
CHAMBER FOUNDATION INC
1 CIVIC CENTER PLAZA SUITE 400POUGHKEEPSIENY12601NONEPCTOWARDS A SUMMER TECHNOLOGY ACADEMY FOCUSED ON CODING, COMPUTER AIDED DESIGN, AND 3D PRINTING, TO PREPARE YOUTH FOR THE WORKFORCE.$5,000
CHILD CARE COUNCIL OF DUTCHESS AND PUTNAM INC
301 MANCHESTER ROAD SUITE 201APOUGHKEEPSIENY12603NONEPCMULTI-YEAR SUPPORT TOWARDS THE CHILD CARE TUITION SCHOLARSHIP PROGRAM FOR ECONOMICALLY DISADVANTAGED FAMILIES IN DUTCHESS COUNTY.$80,000
CHILDREN'S HOME OF POUGHKEEPSIE
10 CHILDRENS WAYPOUGHKEEPSIENY126011457NONEPCFOR GENERAL OPERATING SUPPORT.$30,000
CHILDREN'S HOME OF POUGHKEEPSIE
10 CHILDRENS WAYPOUGHKEEPSIENY126011457NONEPCTOWARDS A BEHAVIORAL HEALTH CAPACITY BUILDING ENGAGEMENT.$39,625
COLUMBIA COUNTY COMMUNITY HEALTHCARE CONSORTIUM
325 COLUMBIA STREET SUITE 200HUDSONNY12534NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$65,000
COLUMBIA COUNTY RECOVERY KITCHEN
37 OAKWOOD LANERHINEBECKNY12572NONEGOVA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR OPERATIONAL AND HUMAN RESOURCE PLANNING.$12,600
COLUMBIA COUNTY RECOVERY KITCHEN
37 OAKWOOD LANERHINEBECKNY12572NONEGOVFOR GENERAL OPERATING SUPPORT.$3,000
COLUMBIA COUNTY SANCTUARY MOVEMENT
PO BOX 785HUDSONNY12534NONEGOVA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR STRATEGIC PLANNING.$15,000
COLUMBIA OPPORTUNITIES
540 COLUMBIA STREETHUDSONNY12534NONEPCMULTI-YEAR SUPPORT FOR THE PURCHASE AND DISTRIBUTION OF CLOTHING ESSENTIALS, DIAPERS, AND HYGIENE PRODUCTS FOR CHILDREN AND YOUTH.$8,500
COLUMBIA-GREENE COMMUNITY (COLLEGE) FOUNDATION
4400 ROUTE 23HUDSONNY12534NONEPCMULTI-YEAR SUPPORT FOR STUDENT ASSISTANCE FOR ECONOMICALLY DISADVANTAGED COLUMBIA AND GREENE COUNTY, AND MID-HUDSON VALLEY STUDENTS.$15,000
COMMON GROUND DISPUTE RESOLUTION INC
11 WILLIAM STCATSKILLNY12414NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$16,000
COMMON GROUND FARM
PO BOX 148BEACONNY125081912NONEPCMULTI-YEAR SUPPORT TOWARDS SCHOLARSHIPS FOR ECONOMICALLY DISADVANTAGED CHILDREN TO ATTEND SUMMER FARM CAMP.$11,000
COMMUNITY ACTION OF GREENE COUNTY
7856 ROUTE 9WCATSKILLNY12414NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$50,000
COMMUNITY ACTION OF GREENE COUNTY
7856 ROUTE 9WCATSKILLNY12414NONEPCTOWARDS UTILITY AND RENT ASSISTANCE FOR CLIENTS WITH FINANCIAL NEED.$15,000
COMMUNITY ACTION OF GREENE COUNTY
7856 ROUTE 9WCATSKILLNY12414NONEPCMULTI-YEAR SUPPORT TOWARDS THE PURCHASE AND DISTRIBUTION OF CLOTHING ESSENTIALS, DIAPERS, AND HYGIENE PRODUCTS FOR CHILDREN AND YOUTH.$6,000
COMMUNITY ACTION PARTNERSHIP FOR DUTCHESS COUNTY INC
77 CANNON STPOUGHKEEPSIENY126013303NONEPCTOWARDS UTILITY AND RENT ASSISTANCE FOR CLIENTS WITH FINANCIAL NEED.$15,000
COMMUNITY FAMILY DEVELOPMENT
269 MILL STPOUGHKEEPSIENY12601NONEPCFOR GENERAL OPERATING SUPPORT.$11,500
COMMUNITY FAMILY DEVELOPMENT
269 MILL STPOUGHKEEPSIENY12601NONEPCFOR GENERAL OPERATING SUPPORT.$11,500
COMMUNITY FAMILY DEVELOPMENT
269 MILL STPOUGHKEEPSIENY12601NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$120,000
COMMUNITY FAMILY DEVELOPMENT
269 MILL STPOUGHKEEPSIENY12601NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR STRATEGIC PLANNING.$15,000
COMMUNITY FAMILY DEVELOPMENT
269 MILL STPOUGHKEEPSIENY12601NONEPCTOWARDS SUMMER PROGRAM SCHOLARSHIPS FOR CITY OF POUGHKEEPSIE YOUTH.$35,000
COMMUNITY FOUNDATION OF ORANGE AND SULLIVAN
30 SCOTTS CORNERS DRIVE SUITE 203MONTGOMERYNY12549NONEPCMULTI-YEAR SUPPORT FOR HUDSON VALLEY GIVES, A REGION-WIDE ONLINE DAY OF GIVING THROUGH WHICH HUDSON VALLEY NONPROFITS HAVE THE OPPORTUNITY TO RAISE FUNDS VIA COLLABORATIVE MARKETING.$5,000
COMMUNITY FOUNDATION OF ORANGE AND SULLIVAN
30 SCOTTS CORNERS DRIVE SUITE 203MONTGOMERYNY12549NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$25,000
COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY
25 VAN WAGNER ROADPOUGHKEEPSIENY12603NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$75,000
COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY
25 VAN WAGNER ROADPOUGHKEEPSIENY12603NONEPCTOWARDS THE POUGHKEEPSIE PROGRESS FUND.$50,000
COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY
25 VAN WAGNER ROADPOUGHKEEPSIENY12603NONEPCTOWARDS THE POUGHKEEPSIE PROGRESS FUND.$50,000
COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY
25 VAN WAGNER ROADPOUGHKEEPSIENY12603NONEPCTOWARDS EXECUTIVE SEARCH SERVICES.$50,000
COMMUNITY FOUNDATIONS OF THE HUDSON VALLEY
25 VAN WAGNER ROADPOUGHKEEPSIENY12603NONEPCTOWARDS FIELD TRIPS FOR K-12 PUBLIC SCHOOLS STUDENTS IN DUTCHESS AND ULSTER COUNTIES.$30,000
COMMUNITY PARTNERS
BANK OF AMERICA LOCKBOX SERVICESLOS ANGELESCA900651733NONEPCTOWARDS SCHOLARSHIPS FOR THE GRANTSMANSHIP CENTER'S TRAINING PROGRAMS FOR MID-HUDSON VALLEY NONPROFITS.$26,500LOCKBOX 741265 2706 MEDIA CENTER DR
CORNELL COOPERATIVE EXTENSION OF COLUMBIA AND GREENE COUNTIES
6055 ROUTE 23ACRANY12405NONEPCMULTI-YEAR SUPPORT FOR THE PARENTING WITH CONFIDENCE PROGRAM, WHICH PROVIDES FREE IN-HOME AND GROUP PARENTING SUPPORT FOR FAMILIES IN COLUMBIA AND GREENE COUNTIES.$37,500
CORNELL COOPERATIVE EXTENSION OF COLUMBIA AND GREENE COUNTIES
6055 ROUTE 23ACRANY12405NONEPCMULTI-YEAR SUPPORT FOR THE PARENTING WITH CONFIDENCE PROGRAM, WHICH PROVIDES FREE IN-HOME AND GROUP PARENTING SUPPORT FOR FAMILIES IN COLUMBIA AND GREENE COUNTIES.$40,000
CORNELL COOPERATIVE EXTENSION OF DUTCHESS COUNTY
2715 ROUTE 44MILLBROOKNY12545NONEPCMULTI-YEAR SUPPORT TOWARDS THE GREEN TEEN COMMUNITY GARDENING PROGRAM, A WORKFORCE DEVELOPMENT PROGRAM FOR TEENS IN BEACON.$46,000
CORNELL COOPERATIVE EXTENSION OF DUTCHESS COUNTY
2715 ROUTE 44MILLBROOKNY12545NONEPCA MATCHING GRANT TO SUPPORT CORNELL COOPERATIVE EXTENSION OF DUTCHESS COUNTY'S 4H PROGRAM.$5,000
CORNELL COOPERATIVE EXTENSION OF ORANGE COUNTY
18 SEWARD AVENUE SUITE 300MIDDLETOWNNY10940NONEPCMULTI-YEAR SUPPORT FOR THE GLEANING PROGRAM, WHICH DISTRIBUTES LOCAL PRODUCE TO ORANGE COUNTY AND OTHER REGIONAL EMERGENCY FOOD PROGRAMS.$25,000
COUNCIL ON FOUNDATIONS
1255 23RD STREET NW STE 200WASHINGTONDC20037NONEPCFOR GENERAL OPERATING SUPPORT.$5,000
COVECARE CENTER
1808 ROUTE SIXCARMELNY105122356NONEPCTOWARDS A BEHAVIORIAL HEALTH CAPACITY BUILDING ENGAGEMENT.$27,175
COVECARE CENTER
1808 ROUTE SIXCARMELNY105122356NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$50,000
COVECARE CENTER
1808 ROUTE SIXCARMELNY105122356NONEPCMULTI-YEAR SUPPORT FOR THE PURCHASE AND DISTRIBUTION OF CLOTHING ESSENTIALS, DIAPERS, AND HYGIENE PRODUCTS FOR CHILDREN AND YOUTH.$6,000
COVECARE CENTER
1808 ROUTE SIXCARMELNY105122356NONEPCTOWARDS RESTRUCTURING PLANNING WITH A SUBSIDIARY ORGANIZATION, AS PART OF THE FOUNDATION'S STRATEGIC RESTRUCTURING INITIATIVE.$8,000
CULINARY INSTITUTE OF AMERICA
1946 CAMPUS DRIVEHYDE PARKNY12538NONEPCA MULTI-YEAR GRANT TOWARDS SCHOLARSHIPS FOR MID-HUDSON VALLEY STUDENTS WITH FINANCIAL NEED.$25,000
CULTURECONNECT
PO BOX 590RHINEBECKNY12572NONEPCA MULTI-YEAR GRANT FOR THE COMMUNITYCONNECT AND COLLEGECONNECT PROGRAMS FOR ENGLISH AS A NEW LANGUAGE AND FIRST GENERATION COLLEGE STUDENTS IN RHINEBECK AND RED HOOK, NY.$15,000
DAY ONE EARLY LEARNING COMMUNITY
70 HOOKER AVENUEPOUGHKEEPSIENY12603NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR FINANCIAL AND STRATEGIC PLANNING.$15,000
DOUBLE PLAY COMMUNITY CENTER
7394 UTICA BLVDLOWVILLENY13367NONEPCTOWARDS THE PURCHASE AND RENOVATION OF A NEW FACILITY TO HOUSE THE ORGANIZATION'S PROGRAMMING IN LOWVILLE.$200,000
DOUBLE PLAY COMMUNITY CENTER
7394 UTICA BLVDLOWVILLENY13367NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$35,000
DOUBLE PLAY COMMUNITY CENTER
7394 UTICA BLVDLOWVILLENY13367NONEPCFOR GENERAL OPERATING SUPPORT.$75,000
DUTCHESS COMMUNITY COLLEGE FOUNDATION
53 PENDELL ROADPOUGHKEEPSIENY12601NONEPCTOWARDS THE COLLEGE'S FOOD PANTRY FOR STUDENTS.$5,000
DUTCHESS COMMUNITY COLLEGE FOUNDATION
53 PENDELL ROADPOUGHKEEPSIENY12601NONEPCMULTI-YEAR SUPPORT FOR STUDENT ASSISTANCE FOR ECONOMICALLY DISADVANTAGED DUTCHESS COUNTY AND MID-HUDSON VALLEY STUDENTS.$25,000
DUTCHESS COUNTY SPCA
636 VIOLET AVENUEHYDE PARKNY125381821NONEPCTOWARDS OPERATING SUPPORT FOCUSED ON IMPROVING ANIMAL WELFARE THROUGH ENHANCED HOUSING AND CARE.$35,000
DUTCHESS COUNTY SPCA
636 VIOLET AVENUEHYDE PARKNY125381821NONEPCFOR GENERAL OPERATING SUPPORT.$2,500
DUTCHESS DAY SCHOOL
415 ROUTE 343MILLBROOKNY12545NONEPCFOR GENERAL OPERATING SUPPORT.$30,000
DUTCHESS OUTREACH
29 NORTH HAMILTON ST SUITE 220POUGHKEEPSIENY12601NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$110,000
DUTCHESS OUTREACH
29 NORTH HAMILTON ST SUITE 220POUGHKEEPSIENY12601NONEPCTOWARDS THE LUNCH BOX AND OTHER FOOD PROGRAMS.$30,000
DUTCHESS OUTREACH
29 NORTH HAMILTON ST SUITE 220POUGHKEEPSIENY12601NONEPCTOWARDS HOT MEALS FOR ASYLUM SEEKERS TEMPORARILY HOUSED IN DUTCHESS COUNTY.$13,000
DUTCHESS OUTREACH
29 NORTH HAMILTON ST SUITE 220POUGHKEEPSIENY12601NONEPCMULTI-YEAR SUPPORT FOR THE PURCHASE AND DISTRIBUTION OF CLOTHING ESSENTIALS, DIAPERS, AND HYGIENE PRODUCTS FOR CHILDREN AND YOUTH.$10,000
ELMIRA COLLEGE
ONE PARK PLACEELMIRANY14901NONEPCFOR GENERAL OPERATING SUPPORT.$5,000
EMPIRE STATE COLLEGE FOUNDATION
28 UNION AVENUESARATOGA SPRINGSNY12866NONEPCMULTI-YEAR SCHOLARSHIP SUPPORT FOR MID-HUDSON VALLEY ADULT STUDENTS ENROLLED IN SUNY EMPIRE STATE UNIVERSITY'S SCHOOL OF NURSING AND ALLIED HEALTH DEGREE PROGRAMS.$50,000
EXODUS TRANSITIONAL COMMUNITY INC
2268 3RD AVENUENEW YORKNY10035NONEPCMULTI-YEAR SUPPORT FOR REENTRY PROGRAMMING TO SERVE MEN AND WOMEN RELEASED FROM PRISON AND JAIL TO DUTCHESS AND ORANGE COUNTIES, AND THEIR FAMILIES.$60,000
FAMILY OF WOODSTOCK
PO BOX 3516KINGSTONNY12402NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR BOARD AND STAFF DEVELOPMENT.$15,000
FAMILY OF WOODSTOCK
PO BOX 3516KINGSTONNY12402NONEPCMULTI-YEAR SUPPORT TOWARDS THE PURCHASE AND DISTRIBUTION OF CLOTHING ESSENTIALS, DIAPERS, AND HYGIENE PRODUCTS FOR CHILDREN AND YOUTH.$10,000
FAMILY SERVICES
29 NORTH HAMILTON STREETPOUGHKEEPSIENY12601NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR EXECUTIVE COACHING.$12,000
FAMILY SERVICES
29 NORTH HAMILTON STREETPOUGHKEEPSIENY12601NONEPCTOWARDS A CAPITAL CAMPAIGN TO IMPROVE THE FAMILY PARTNERSHIP CENTER IN POUGHKEEPSIE.$750,000
FAMILY SERVICES
29 NORTH HAMILTON STREETPOUGHKEEPSIENY12601NONEPCTOWARDS SUMMER PROGRAMMING FOR TEENS IN THE CITY OF POUGHKEEPSIE.$50,000
FAMILY SERVICES
29 NORTH HAMILTON STREETPOUGHKEEPSIENY12601NONEPCTOWARDS A BEHAVIORAL HEALTH CAPACITY BUILDING ENGAGEMENT.$35,000
FAMILY SERVICES
29 NORTH HAMILTON STREETPOUGHKEEPSIENY12601NONEPCFOR GENERAL OPERATING SUPPORT.$75,000
FAMILY SERVICES
29 NORTH HAMILTON STREETPOUGHKEEPSIENY12601NONEPCTOWARDS COMMUNICATIONS ABOUT THE FAMILY PARTNERSHIP CENTER MODEL.$8,000
FAMILY SERVICES
29 NORTH HAMILTON STREETPOUGHKEEPSIENY12601NONEPCTOWARDS A CAPITAL CAMPAIGN TO IMPROVE THE FAMILY PARTNERSHIP CENTER IN POUGHKEEPSIE.$500,000
FAMILY SERVICES
29 NORTH HAMILTON STREETPOUGHKEEPSIENY12601NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$200,000
FEARLESS HUDSON VALLEY INC
PO BOX 649NEWBURGHNY12551NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR IMPLEMENTATION OF HUMAN RESOURCE GOALS.$3,000
FEARLESS HUDSON VALLEY INC
PO BOX 649NEWBURGHNY12551NONEPCTOWARDS FACILITIES REPAIR AND MAINTENANCE EXPENSES.$50,000
FEARLESS HUDSON VALLEY INC
PO BOX 649NEWBURGHNY12551NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$50,000
FEEDING WESTCHESTER
200 CLEARBROOK ROADELMSFORDNY10523NONEPCFOR GENERAL OPERATING SUPPORT.$5,000
FIRST REFORMED CHURCH
1153 MAIN STFISHKILLNY125243604NONEPCTOWARDS THE FOOD PANTRY.$2,000
FLORIDA GULF COAST UNIVERSITY FOUNDATION
10501 FGCU BOULEVARD SOUTHFORT MYERSFL33965NONEPCTOWARDS AN ENDOWED SCHOLARSHIP FOR LGBTQ+ STUDENTS.$10,000
FLUSHING COUNCIL ON CULTURE AND THE ARTS
137-35 NORTHERN BOULEVARDFLUSHINGNY11354NONEPCFOR GENERAL OPERATING SUPPORT.$10,000
FOUNDATION FINANCIAL OFFICERS GROUP INC
19 MANTUA ROADMT ROYALNJ08061NONEPCFOR GENERAL OPERATING SUPPORT.$3,000
FRIENDS OF HUDSON YOUTH
PO BOX 285HUDSONNY12534NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR BOARD DEVELOPMENT.$3,200
FRIENDS OF SENIORS OF DUTCHESS COUNTY
9 VASSAR STREET STE 24POUGHKEEPSIENY126013022NONEPCTOWARDS MILEAGE REIMBURSEMENT EXPENSES FOR VOLUNTEERS WHO DRIVE SENIOR CITIZENS TO MEDICAL APPOINTMENTS, THE GROCERY STORE, AND WHO PROVIDE HOME-VISITING AND RESPITE SERVICES.$17,000
FUNDERS FOR REPRODUCTIVE EQUITY
PO BOX 750ROCKVILLEMD208480750NONEPCFOR GENERAL OPERATING SUPPORT.$1,375
GIRL SCOUTS HEART OF THE HUDSON INC
30 SCOTTS CORNERS DRIVEMONTGOMERYNY12549NONEPCMULTI-YEAR SUPPORT TO PROVIDE GIRL SCOUT LEADERSHIP EXPERIENCE PROGRAMMING TO GIRLS IN UNDER-SERVED COMMUNITIES IN DUTCHESS, ORANGE, PUTNAM, AND ULSTER COUNTIES.$65,000
GLSEN COLLIER COUNTY
PMB 8 PO BOX 413005NAPLESFL341013005NONEPCTOWARDS A YOUTH PRIDE CONFERENCE.$25,000
GOOD CAUSES INC
272 BROADWAYALBANYNY12204NONEPCTOWARDS THE POUGHKEEPSIE CHILDREN'S CABINET.$50,000
GOOD CAUSES INC
272 BROADWAYALBANYNY12204NONEPCA MULTI-YEAR GRANT FOR STAFFING AND OPERATIONAL COSTS FOR THE POUGHKEEPSIE CHILDREN'S CABINET.$50,000
GRACE CHURCH
PO BOX 366MILLBROOKNY12545NONEPCFOR GENERAL OPERATING SUPPORT.$20,000
GRACE CHURCH
PO BOX 366MILLBROOKNY12545NONEPCMULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$15,000
GRACE CHURCH
PO BOX 366MILLBROOKNY12545NONEPCMULTI-YEAR SUPPORT FOR THE MILLBROOK COMMUNITY PRESCHOOL AT GRACE CHURCH.$10,000
GRACE CHURCH
PO BOX 366MILLBROOKNY12545NONEPCMULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$60,000
GRACE EPISCOPAL CHURCH
12 DEPOT STMIDDLETOWNNY10940NONEPCMULTI-YEAR SUPPORT FOR THE GUILD OF ST. MARGARET SOUP KITCHEN, WHICH PROVIDES HOT MEALS AND TAKE-OUT MEALS TO THOSE IN NEED IN MIDDLETOWN.$15,000
GRACE SMITH HOUSE
1 BROOKSIDE AVENUEPOUGHKEEPSIENY12601NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$65,000
GRACE SMITH HOUSE
1 BROOKSIDE AVENUEPOUGHKEEPSIENY12601NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR STRATEGIC PLANNING.$10,000
GRACE SMITH HOUSE
1 BROOKSIDE AVENUEPOUGHKEEPSIENY12601NONEPCTOWARDS FACILITIES REPAIR AND MAINTENANCE EXPENSES.$50,000
GRACE SMITH HOUSE
1 BROOKSIDE AVENUEPOUGHKEEPSIENY12601NONEPCFOR GENERAL OPERATING SUPPORT.$10,000
GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
1310 L STREET NW SUITE 650WASHINGTONDC20005NONEPCFOR GENERAL OPERATING SUPPORT.$4,000
GREATER HUDSON PROMISE NEIGHBORHOOD
369 WARREN STREETHUDSONNY12534NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$60,000
GREATER HUDSON PROMISE NEIGHBORHOOD
369 WARREN STREETHUDSONNY12534NONEPCTOWARDS UTILITY AND RENT ASSISTANCE FOR CLIENTS WITH FINANCIAL NEED.$15,000
GREATER HUDSON PROMISE NEIGHBORHOOD
369 WARREN STREETHUDSONNY12534NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$60,000
GREATER HUDSON PROMISE NEIGHBORHOOD
369 WARREN STREETHUDSONNY12534NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR IMPLEMENTATION OF STRATEGIC PLAN GOALS.$3,000
GREEN CHIMNEYS CHILDREN'S SERVICES
400 DOANSBURG ROAD BOX 719BREWSTERNY10509NONEPCMULTI-YEAR SUPPORT FOR THE COMMUNITY OUTREACH CENTER, WHICH SERVES PUTNAM COUNTY YOUTH THROUGH FREE AFTER-SCHOOL AND EVENING ACTIVITIES, COUNSELING SERVICES, AND INTERVENTION AND PREVENTION PROGRAMS.$15,000
HABITAT FOR HUMANITY OF COLUMBIA COUNTY
829 ROUTE 66HUDSONNY125343406NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$25,000
HABITAT FOR HUMANITY OF COLUMBIA COUNTY
829 ROUTE 66HUDSONNY125343406NONEPCTOWARDS REPAIR AND MAINTENANCE EXPENSES TO HELP EXISTING HOMEOWNERS STAY IN THEIR HOMES.$35,000
HABITAT FOR HUMANITY OF DUTCHESS COUNTY
1830 SOUTH RD SUITE 109WAPPINGERS FALLSNY12590NONEPCTOWARDS REPAIR AND MAINTENANCE EXPENSES TO HELP EXISTING HOMEOWNERS, INCLUDING MOBILE HOME OWNERS, STAY IN THEIR HOMES.$50,000
HABITAT FOR HUMANITY OF DUTCHESS COUNTY
1830 SOUTH RD SUITE 109WAPPINGERS FALLSNY12590NONEPCFOR GENERAL OPERATING SUPPORT.$50,000
HABITAT FOR HUMANITY OF GREATER NEWBURGH
125 WASHINGTON STREETNEWBURGHNY12550NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$75,000
HABITAT FOR HUMANITY OF GREATER NEWBURGH
125 WASHINGTON STREETNEWBURGHNY12550NONEPCTOWARDS REPAIR AND MAINTENANCE EXPENSES TO HELP EXISTING HOMEOWNERS STAY IN THEIR HOMES.$25,000
HAND IN HAND EARLY CHILDHOOD CENTER
5780 BROOKSIDE CIRCLELOWVILLENY133674109NONEPCTOWARDS AFTER-SCHOOL PROGRAMS AND SUBSIDIZED TUITION COSTS.$55,000
HAWAI'I COMMUNITY FOUNDATION
827 FORT STREET MALLHONOLULUHI96813NONEPCTOWARDS THE MAUI STRONG FUND.$5,000
HEIFER PROJECT INTERNATIONAL
DONATIONS PROCESSING 1 WORLD AVELITTLE ROCKAR722022863NONEPCFOR GENERAL OPERATING SUPPORT.$3,500
HIGH MOWING SCHOOL
222 ISAAC FRYE HIGHWAYWILTONNH03086NONEPCFOR GENERAL OPERATING SUPPORT.$150,000
HILLSIDE FOOD OUTREACH
4 EAGLE RDDANBURYCT06810NONEPCFOR SUPPORT OF PROGRAMMING IN PUTNAM COUNTY.$6,000
HOLE IN THE WALL GANG CAMP
555 LONG WHARF DRIVENEW HAVENCT06511NONEPCFOR GENERAL OPERATING SUPPORT.$40,000
HOLE IN THE WALL GANG CAMP
555 LONG WHARF DRIVENEW HAVENCT06511NONEPCTOWARDS THE COSTS OF OPENING A NEW CAMP.$25,000
HUDSON HALL
327 WARREN STREETHUDSONNY12534NONEPCMULTI-YEAR SUPPORT FOR THE COMMUNITY ARTS PROGRAM ACTIVITIES, INCLUDING FREE YEAR-ROUND PROGRAMS AND EVENTS, MANY FOR CHILDREN AND YOUTH.$22,500
HUDSON RIVER HOUSING
313 MILL STREETPOUGHKEEPSIENY12601NONEPCTOWARDS YOUTH HOMELESSNESS PREVENTION IN DUTCHESS COUNTY.$50,000
HUDSON RIVER HOUSING
313 MILL STREETPOUGHKEEPSIENY12601NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$115,000
HUDSON VALLEY LGBTQ COMMUNITY CENTER
PO BOX 3994KINGSTONNY12402NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$30,000
HUDSON VALLEY PATTERN FOR PROGRESS
PO BOX 425NEWBURGHNY12551NONEPCTOWARDS THE BOARD INSTITUTE, A PROGRAM TO CREATE A PATHWAY FOR UNDERREPRESENTED PEOPLE OF COLOR TO SERVE ON AND PROVIDE LEADERSHIP TO BOARDS OF DIRECTORS ACROSS THE HUDSON VALLEY.$5,500
INDEPENDENT LIVING INC
5 WASHINGTON TERRACENEWBURGHNY125505384NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR IMPLEMENTATION OF STRATEGIC PLAN GOALS.$3,000
INDIANAPOLIS MOTOR SPEEDWAY FOUNDATION INC
4750 WEST 16TH STREETINDIANAPOLISIN46222NONEPCTOWARDS RENOVATION OF THE MUSEUM, CREATION OF A NEW RESTORATION SHOP, AND AN ENDOWMENT.$250,000
INDIANAPOLIS MOTOR SPEEDWAY FOUNDATION INC
4750 WEST 16TH STREETINDIANAPOLISIN46222NONEPCTOWARDS RENOVATION OF THE MUSEUM, CREATION OF A NEW RESTORATION SHOP, AND AN ENDOWMENT.$750,000
JEWISH FAMILY SERVICE OF ORANGE COUNTY
720 ROUTE 17 MMIDDLETOWNNY10940NONEPCA MULTI-YEAR GRANT FOR THE SAFETY NET PROGRAM, WHICH PROVIDES TRANSPORTATION, HOME VISITING, CASE MANAGEMENT, AND COUNSELING FOR DISABLED OR MEDICALLY FRAIL ADULTS IN ORANGE COUNTY.$55,000
KITE'S NEST
58 N FRONT STREETHUDSONNY12534NONEPCMULTI-YEAR SUPPORT FOR THE SOCIAL JUSTICE LEADERSHIP ACADEMY, A SUMMER AND YEAR-ROUND AFTERSCHOOL PROGRAM FOR TEENS.$17,500
LAND TO LEARN
PO BOX 223BEACONNY12508NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR DEVELOPMENT OF SHARED LEADERSHIP.$7,200
LEGAL SERVICES OF THE HUDSON VALLEY
90 MAPLE AVENUEWHITE PLAINSNY10601NONEPCMULTI-YEAR SUPPORT OF LEGAL SERVICES OF THE HUDSON VALLEY'S FOUR MID-HUDSON VALLEY OFFICES, LOCATED IN DUTCHESS (POUGHKEEPSIE), ORANGE (NEWBURGH AND GOSHEN), AND ULSTER (KINGSTON) COUNTIES.$110,000
LEGAL SERVICES OF THE HUDSON VALLEY
90 MAPLE AVENUEWHITE PLAINSNY10601NONEPCTOWARDS EVICTION PREVENTION WORK, TO COVER RENTAL AND UTILITY ARREARS FOR LOW-INCOME INDIVIDUALS AND FAMILIES AT RISK OF HOMELESSNESS.$50,000
LEWIS COUNTY HOSPITAL FOUNDATION INC
7785 NORTH STATE STREETLOWVILLENY13367NONESO IITOWARDS A COMPREHENSIVE MODERNIZATION OF LEWIS COUNTY GENERAL HOSPITAL, INCLUDING A NEW SURGICAL PAVILION, MODERNIZED PRIVATE PATIENT ROOMS, AND AN EXPANDED CRITICAL CARE UNIT.$125,000
LITERACY CONNECTIONS OF THE HUDSON VALLEY
504 HAIGHT AVEPOUGHKEEPSIENY12603NONEPCFOR GENERAL OPERATING SUPPORT.$10,000
LITERACY CONNECTIONS OF THE HUDSON VALLEY
504 HAIGHT AVEPOUGHKEEPSIENY12603NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$75,000
LONG TERM CARE COMMUNITY COALITION
209 WEST 29TH STREET SUITE 6252NEW YORKNY10001NONEPCMULTI-YEAR SUPPORT TOWARDS THE HUDSON VALLEY LONG TERM CARE OMBUDSMAN PROGRAM, THROUGH WHICH TRAINED AND CERTIFIED STAFF AND VOLUNTEERS ADVOCATE FOR RESIDENTS OF LONG-TERM CARE FACILITIES.$40,000
LOWVILLE FOOD PANTRY
5502 TRINITY AVENUELOWVILLENY13367NONEPCFOR GENERAL OPERATING SUPPORT.$10,000
LYALL MEMORIAL FEDERATED CHURCH
PO BOX 426MILLBROOKNY12545NONEPCFOR GENERAL OPERATING SUPPORT.$5,000
LYALL MEMORIAL FEDERATED CHURCH
PO BOX 426MILLBROOKNY12545NONEPCTOWARDS MEALS ON WHEELS MILLBROOK.$3,000
MANHATTAN THEATRE CLUB
311 WEST 43RD STREET 8TH FLOORNEW YORKNY10036NONEPCFOR GENERAL OPERATING SUPPORT.$5,000
MARIETTA COLLEGE
215 FIFTH STREETMARIETTAOH45750NONEPCFOR GENERAL OPERATING SUPPORT.$100,000
MARIETTA COLLEGE
215 FIFTH STREETMARIETTAOH45750NONEPCTOWARDS FOOTBALL HELMETS FOR THE MARIETTA COLLEGE FOOTBALL PROGRAM.$20,000
MARIST COLLEGE
3399 NORTH ROADPOUGHKEEPSIENY12601NONEPCFOR GENERAL OPERATING SUPPORT.$50,000
MASS DESIGN GROUP LTD
LTD DEPARTMENT 2360 PO BOX 986500BOSTONMA022986500NONEPCMULTI-YEAR SUPPORT FOR THE HUDSON VALLEY DESIGN LAB.$90,000
MEDIATION CENTER OF DUTCHESS COUNTY
205 SOUTH AVENUE SUITE 200POUGHKEEPSIENY12601NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$35,000
MENTAL HEALTH AMERICA OF DUTCHESS COUNTY
253 MANSION STREETPOUGHKEEPSIENY12601NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR PROFESSIONAL DEVELOPMENT.$5,000
MENTAL HEALTH AMERICA OF DUTCHESS COUNTY
253 MANSION STREETPOUGHKEEPSIENY12601NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$110,000
MENTAL HEALTH ASSOCIATION OF COLUMBIA-GREENE COUNTIES
713 UNION STREETHUDSONNY12534NONEPCMULTI-YEAR SUPPORT TOWARDS AFTER-SCHOOL PROGRAMMING IN CATSKILL, NY.$12,500
MID-HUDSON DISCOVERY MUSEUM
75 NORTH WATER STPOUGHKEEPSIENY12601NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$120,000
MID-HUDSON DISCOVERY MUSEUM
75 NORTH WATER STPOUGHKEEPSIENY12601NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR PROFESSIONAL DEVELOPMENT.$9,500
MID-HUDSON DISCOVERY MUSEUM
75 NORTH WATER STPOUGHKEEPSIENY12601NONEPCMULTI-YEAR SUPPORT FOR THE MUSEUM'S TRANSITION TO OWNING ITS PROPERTY.$50,000
MID-HUDSON WORKS
188 WASHINGTON STREETPOUGHKEEPSIENY12601NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR BOARD DEVELOPMENT AND STRATEGIC PLANNING.$15,000
MILLBROOK COMMUNITY PARTNERSHIP INC
PO BOX 1087MILLBROOKNY12545NONEPCMULTI-YEAR SUPPORT TO REVITALIZE TWO MILLBROOK PROPERTIES TO ENHANCE THE CIVIC AND CULTURAL LIFE IN CENTRAL DUTCHESS COUNTY.$200,000
MILLBROOK EDUCATIONAL FOUNDATION
PO BOX 453MILLBROOKNY12545NONEPCFOR GENERAL OPERATING SUPPORT.$15,000
MILLBROOK ENGINE & HOOK & LADDER COMPANY 1
PO BOX 202MILLBROOKNY125450202NONEPCTOWARDS THE PURCHASE OF AN AIR COMPRESSOR.$40,000
MILLBROOK FREE LIBRARY
3 FRIENDLY LANE PO BOX 286MILLBROOKNY12545NONEPCFOR GENERAL OPERATING SUPPORT.$5,000
NAMI MID-HUDSON INC
PO BOX 787POUGHKEEPSIENY12602NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$15,000
NATIONAL CENTER FOR FAMILY PHILANTHROPY
1667 K STREET NW SUITE 550WASHINGTONDC20006NONEPCFOR GENERAL OPERATING SUPPORT.$3,000
NATIONAL COMMITTEE FOR RESPONSIVE PHILANTHROPY
1900 L STREET NW SUITE 825WASHINGTONDC20036NONEPCFOR GENERAL OPERATING SUPPORT.$3,000
NATIONAL COUNCIL OF NONPROFITS
1001 G STREET NW SUITE 700 EASTWASHINGTONDC20001NONEPCFOR GENERAL OPERATING SUPPORT.$5,000
NEW YORK CITY CENTER
130 WEST 56TH STREETNEW YORKNY10019NONEPCFOR GENERAL OPERATING SUPPORT.$10,000
NEW YORK COUNCIL OF NONPROFITS
272 BROADWAYALBANYNY12204NONEPCA MULTI-YEAR GRANT FOR GENERAL SUPPORT OF NYCONS WORK IN THE MID-HUDSON VALLEY, INCLUDING SUPPORT OF ITS POUGHKEEPSIE SATELLITE OFFICE.$90,000
NEW YORK COUNCIL OF NONPROFITS
272 BROADWAYALBANYNY12204NONEPCTOWARDS SCHOLARSHIPS FOR NEW MID-HUDSON VALLEY NONPROFIT LEADERS TO ATTEND NYCON'S EXECUTIVE LEADERSHIP RETREAT.$15,000
NEW YORK STAGE & FILM COMPANY
PO BOX 1333NEW YORKNY10018NONEPCFOR GENERAL OPERATING SUPPORT.$5,000
NEWBURGH ARMORY UNITY CENTER
321 S WILLIAM STREETNEWBURGHNY12550NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$40,000
NEWBURGH ARMORY UNITY CENTER
321 S WILLIAM STREETNEWBURGHNY12550NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$25,000
NEWBURGH COMMUNITY LAND BANK INC
PO BOX 152NEWBURGHNY12551NONEPCSUPPORT TO RENOVATE FOUR VACANT AND DISTRESSED HOUSES IN NEWBURGH.$25,000
NEWBURGH LOAVES & FISHES
PO BOX 2844NEWBURGHNY12550NONEPCFOR GENERAL OPERATING SUPPORT.$1,500
NORTH COUNTRY PRENATAL-PERINATAL COUNCIL INC
200 WASHINGTON ST SUITE 300WATERTOWNNY13601NONEPCMULTI-YEAR SUPPORT FOR A COMPREHENSIVE ADOLESCENT PREGNANCY PREVENTION PROGRAM.$110,000
NORTH EAST COMMUNITY CENTER
PO BOX 35MILLERTONNY125460035NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR IMPLEMENTATION OF DIVERSITY, EQUITY, AND INCLUSION GOALS.$3,000
NORTH EAST COMMUNITY CENTER
PO BOX 35MILLERTONNY125460035NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR STRATEGIC PLANNING.$15,000
NORTH EAST COMMUNITY CENTER
PO BOX 35MILLERTONNY125460035NONEPCA MULTI-YEAR REQUEST FOR GENERAL OPERATING SUPPORT.$65,000
NORTH EAST COMMUNITY CENTER
PO BOX 35MILLERTONNY125460035NONEPCTOWARDS NECC'S NEW CHILDCARE PROGRAM.$50,000
NORTHERN DUTCHESS HOSPITAL FOUNDATION
6531 SPRINGBROOK AVENUERHINEBECKNY125723709NONEPCMULTI-YEAR SUPPORT TO RENOVATE THE HOSPITAL'S EMERGENCY ROOM.$50,000
NORTHERN NEW YORK COMMUNITY FOUNDATION
131 WASHINGTON STWATERTOWNNY13601NONEPCMULTI-YEAR SUPPORT FOR OPERATION SNOWSTORM, WHICH PROVIDES WINTER CLOTHING FOR STUDENTS IN NEED FROM LOWVILLE ACADEMY AND BEAVER RIVER SCHOOL DISTRICTS IN LEWIS COUNTY.$12,000
NUBIAN DIRECTIONS II
248 MAIN STREETPOUGHKEEPSIENY126013160NONEPCFOR GENERAL OPERATING SUPPORT.$50,000
NY FUNDERS ALLIANCE
431 E FAYETTE STREET STE 275SYRACUSENY13202NONEPCFOR GENERAL OPERATING SUPPORT.$5,500
NY FUNDERS ALLIANCE
431 E FAYETTE STREET STE 275SYRACUSENY13202NONEPCTOWARDS THE 2023 NY FUNDERS ALLIANCE STATEWIDE CONFERENCE.$5,000
OAKWOOD FRIENDS SCHOOL
22 SPACKENKILL ROADPOUGHKEEPSIENY126035335NONEPCMULTI-YEAR SUPPORT FOR THE VOTE (VOICES OF TOMORROW EMPOWERED) PROGRAM, A TWO-WEEK RESIDENTIAL PROGRAM FOR TEENS THAT INCREASES UNDERSTANDING OF CIVIC ENGAGEMENT, SOCIAL ADVOCACY, AND THE POLITICAL PROCESS.$4,500
OMEGA INSTITUTE FOR HOLISTIC STUDIES
150 LAKE DRIVERHINEBECKNY125723252NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR FINANCIAL COACHING AND PLANNING.$11,000
PATHFINDER FOUNDATION
22 CAMP NOOTEEMING ROADSALTPOINTNY12578NONEPCSUPPORT FOR ECONOMICALLY DISADVANTAGED CHILDREN TO ATTEND CAMP NOOTEEMING.$10,000
PAWLING RESOURCE CENTER
PO BOX 331PAWLINGNY12564NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$10,000
PEAK GRANTMAKING
1701 PENNSYLVANIA AVE NW SUITE 200WASHINGTONDC20006NONEPCFOR GENERAL OPERATING SUPPORT.$1,100
PEAK GRANTMAKING
1701 PENNSYLVANIA AVE NW SUITE 200WASHINGTONDC20006NONEPCSUPPORT FOR PEAK'S 2024 NATIONAL CONVENING.$1,000
PEOPLE USA
102 FULTON AVENUE SUITE APOUGHKEEPSIENY126032858NONESOA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$75,000
PEOPLE USA
102 FULTON AVENUE SUITE APOUGHKEEPSIENY126032858NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR IMPLEMENTATION OF FINANCIAL SUSTAINABILITY GOALS.$3,000
PEOPLE USA
102 FULTON AVENUE SUITE APOUGHKEEPSIENY126032858NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR STRATEGIC PLANNING.$15,000
PEOPLE USA
102 FULTON AVENUE SUITE APOUGHKEEPSIENY126032858NONEPCTOWARDS A BEHAVIORIAL HEALTH CAPACITY BUILDING ENGAGEMENT.$31,000
PEOPLE'S PLACE
17 ST JAMES STKINGSTONNY12401NONEPCFOR SUPPORT OF THE FOOD PANTRY.$2,000
PINE HILL COMMUNITY CENTER
PO BOX 647PINE HILLNY12465NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$12,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREETNEW YORKNY10038NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$300,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREETNEW YORKNY10038NONEPCTOWARDS THE PUBLIC POLICY, LITIGATION AND LAW PROGRAM AND TO PATIENT DIRECT ASSISTANCE AND NAVIGATION SERVICES.$200,000
PLANNED PARENTHOOD OF GREATER NEW YORK
26 BLEECKER STREETNEW YORKNY10012NONEPCMULTI-YEAR SUPPORT FOR SERVICES AND PROGRAMMING IN DUTCHESS, ORANGE, AND ULSTER COUNTIES.$65,000
PLANNED PARENTHOOD OF GREATER NEW YORK
26 BLEECKER STREETNEW YORKNY10012NONEPCTOWARDS THE POUGHKEEPSIE AND NEWBURGH HEALTH CLINICS.$15,000
PLAY FOR PINK
28 WEST 44TH STREET SUITE 609NEW YORKNY10036NONEPCTOWARDS PLAY FOR P.I.N.K. MILLBROOK 2023$10,000
PLEASANT VALLEY FREE LIBRARY
1584 MAIN STPLEASANT VALLEYNY12569NONEPCFOR GENERAL OPERATING SUPPORT.$5,000
PLEASANT VALLEY LITTLE LEAGUE
PO BOX 1148PLEASANT VALLEYNY12569NONEPCTOWARDS THE PURCHASE OF A NEW PA SYSTEM AND PORTABLE MOUND.$5,120
POUGHKEEPSIE ALLIANCE
PO BOX 347POUGHKEEPSIENY12601NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR BOARD AND ORGANIZATIONAL DEVELOPMENT.$5,000
POUGHKEEPSIE BRANCH OF AAUW INC
PO BOX1908POUGHKEEPSIENY12601NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR STRATEGIC PLANNING.$4,200
POUGHKEEPSIE FARM PROJECT
PO BOX 3143POUGHKEEPSIENY12603NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR DEVELOPMENT OF SHARED LEADERSHIP.$12,000
POUGHKEEPSIE PUBLIC LIBRARY DISTRICT
93 MARKET STREETPOUGHKEEPSIENY126014029NONEPCTOWARDS EQUIPMENT FOR THE CHILDREN'S ROOMS AT BOARDMAN ROAD AND ADRIANCE MEMORIAL LIBRARIES.$5,500
POUGHKEEPSIE UNITED METHODIST CHURCH
2381 NEW HACKENSACK ROADPOUGHKEEPSIENY12603NONEPCMULTI-YEAR SUPPORT FOR THE HARRIET TUBMAN ACADEMIC SKILLS CENTER, AN AFTER-SCHOOL PROGRAM FOR ECONOMICALLY-DISADVANTAGED CHILDREN IN THE CITY OF POUGHKEEPSIE.$22,000
PRO BONO PARTNERSHIP
237 MAMARONECK AVENUE SUITE 305WHITE PLAINSNY10605NONEPCMULTI-YEAR SUPPORT TOWARDS LEGAL SERVICES FOR MID-HUDSON VALLEY NONPROFIT ORGANIZATIONS.$10,000
PRO PUBLICA INC
155 AVENUE OF THE AMERICAS 13THNEW YORKNY10013NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$50,000FLOOR
PUTNAM COMMUNITY ACTION PROGRAM
121 MAIN STBREWSTERNY10509NONEPCTOWARDS UTILITY AND RENT ASSISTANCE FOR CLIENTS WITH FINANCIAL NEED.$15,000
RAMAPO FOR CHILDREN
PO BOX 266RHINEBECKNY125720266NONEPCMULTI-YEAR SUPPORT TO ENABLE ECONOMICALLY-DISADVANTAGED MID-HUDSON VALLEY YOUTH TO PARTICIPATE IN RAMAPO'S SUMMER CAMP PROGRAMS.$17,500
REACH OUT CHURCH
241 CRUM ELBOW RDHYDE PARKNY12538NONEPCTOWARDS IMPROVED STORAGE FACILITIES FOR THE REACH OUT FOOD PANTRY.$11,300
REBUILDING TOGETHER DUTCHESS COUNTY
PO BOX 3695POUGHKEEPSIENY12603NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$15,000
REBUILDING TOGETHER DUTCHESS COUNTY
PO BOX 3695POUGHKEEPSIENY12603NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR STRATEGIC PLANNING.$10,000
REGIONAL ECONOMIC COMMUNITY ACTION PROGRAM
40 SMITH STREETMIDDLETOWNNY10940NONEPCTOWARDS UTILITY AND RENT ASSISTANCE FOR CLIENTS WITH FINANCIAL NEED.$15,000
REGIONAL ECONOMIC COMMUNITY ACTION PROGRAM
40 SMITH STREETMIDDLETOWNNY10940NONEPCMULTI-YEAR SUPPORT FOR THE PURCHASE AND DISTRIBUTION OF CLOTHING ESSENTIALS, DIAPERS, AND HYGIENE PRODUCTS FOR CHILDREN AND YOUTH.$25,000
REGIONAL FOOD BANK OF NORTHEASTERN NEW YORK
195 HUDSON STREETCORNWALLONHUDSONNY12520NONEPCTOWARDS SUPPORT FOR THE FOOD BANK OF THE HUDSON VALLEY'S MEMBER AGENCIES.$50,000
REHER CENTER FOR IMMIGRANT CULTURE AND HISTORY
PO BOX 2143KINGSTONNY12402NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR HUMAN RESOURCE PLANNING.$9,200
ROOSEVELT INSTITUTE
570 LEXINGTON AVENUE 5TH FLOORNEW YORKNY12569NONEPCFOR GENERAL OPERATING SUPPORT.$15,000
RUPCO
289 FAIR STREETKINGSTONNY12401NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$75,000
RUPCO
289 FAIR STREETKINGSTONNY12401NONEPCTOWARDS REPAIR AND MAINTENANCE EXPENSES FOR MOBILE HOMES IN ORANGE AND ULSTER COUNTIES.$50,000
RUPCO
289 FAIR STREETKINGSTONNY12401NONEPCTOWARDS ASSISTANCE TO HELP PEOPLE MAINTAIN HOUSING.$50,000
RURAL & MIGRANT MINISTRY
PO BOX 475CORNWALL ON HUDSONNY12520NONEPCMULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$85,000
SAFE HARBORS OF THE HUDSON
111 BROADWAYNEWBURGHNY12550NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$75,000
SAFE HARBORS OF THE HUDSON
111 BROADWAYNEWBURGHNY12550NONEPCTOWARDS SERVICES FOR SAFE HARBOR'S TENANTS, INCLUDING EDUCATIONAL, WORKFORCE DEVELOPMENT, FOOD SECURITY, AND RENTAL ASSISTANCE PROGRAMMING.$25,000
SAINT GEORGE'S EPISCOPAL CHURCH
105 GRAND STREETNEWBURGHNY12550NONEPCTOWARDS THE FOOD PANTRY.$1,500
SAINT JOSEPH'S CHURCH
PO BOX 439MILLBROOKNY12545NONEPCFOR GENERAL OPERATING SUPPORT.$5,000
SAINT THOMAS EPISCOPAL CHURCH
50 LEEDSVILLE ROADAMENIANY12501NONEPCTOWARDS THE FOOD OF LIFE/COMIDA DE VIDA FOOD PANTRY.$12,000
SARATOGA AUTOMOBILE MUSEUM
110 AVENUE OF THE PINESSARATOGA SPRINGSNY12866NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$25,000
SECOND CHANCE FOODS INC
PO BOX 93CARMELNY10512NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT FOR MID-HUDSON VALLEY SERVICES.$15,000
SKIDMORE COLLEGE
815 NORTH BROADWAYSARATOGA SPRINGSNY12866NONEPCMULTI-YEAR SUPPORT FOR SCHOLARSHIPS FOR ECONOMICALLY-DISADVANTAGED STUDENTS FROM THE MID-HUDSON VALLEY, AND STUDENT STIPENDS FOR THE SEE-BEYOND SUMMER LEARNING PROGRAM.$100,000
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS
23564 CALABASAS ROAD SUITE 201CALABASASCA91302NONEPCTOWARDS THE LONG TABLE HARVEST GLEANING PROGRAM.$10,000
SONIA AND CELINA SOTOMAYOR JUDICIAL INTERNSHIP PROGRAM
C/O JUSTICE RESOURCE CENTER 159NEW YORKNY10026NONEPCFOR GENERAL OPERATING SUPPORT.$10,000WEST 118TH ST APT PHB
STOCKADE WORKS INC
PO BOX 3999KINGSTONNY12402NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR PROGRAM DEVELOPMENT AND EVALUATION.$7,000
STONY KILL FOUNDATION INC
79 FARMSTEAD LANEWAPPINGERS FALLSNY125904312NONEPCFOR GENERAL OPERATING SUPPORT.$2,500
SUNY ORANGE FOUNDATION
115 SOUTH STREET 4TH FLOOR MORRISONMIDDLETOWNNY10940NONEPCMULTI-YEAR SUPPORT FOR STUDENT ASSISTANCE FOR ECONOMICALLY DISADVANTAGED ORANGE COUNTY AND MID-HUDSON VALLEY STUDENTS.$15,000HALL
SUSIE REIZOD FOUNDATION
PO BOX 816NEW PALTZNY12561NONEPCTOWARDS SHOES FOR CHILDREN IN NEED IN THE HUDSON VALLEY.$3,500
SYRACUSE UNIVERSITY
ADVANCEMENT SERVICES 640 SKYTOP RDSYRACUSENY13244NONEPCTOWARDS THE SYRACUSE UNIVERSITY COLLEGE OF LAW PUBLIC INTEREST NETWORK.$5,0002ND FLOOR
THE ART EFFECT
45 PERSHING AVENUEPOUGHKEEPSIENY12601NONEPCTOWARDS SUMMER CAMP AND PROGRAM SCHOLARSHIPS FOR CITY OF POUGHKEEPSIE YOUTH.$31,000
THE ART EFFECT
45 PERSHING AVENUEPOUGHKEEPSIENY12601NONEPCTOWARDS THE SUMMER STUDENT EMPLOYMENT PROGRAM.$6,000
THE ART EFFECT
45 PERSHING AVENUEPOUGHKEEPSIENY12601NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$85,000
THE ART EFFECT
45 PERSHING AVENUEPOUGHKEEPSIENY12601NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR CAPITAL CAMPAIGN PLANNING.$9,300
THE STISSING CENTER
PO BOX 1024PINE PLAINSNY12567NONEPCTOWARDS THE CAMPAIGN FOR THE STISSING CENTER.$150,000
TOWN OF WALLKILL BOYS AND GIRLS CLUB
PO BOX 14CIRCLEVILLENY10919NONEPCTOWARDS BEFORE- AND AFTER-SCHOOL AND SUMMER PROGRAMS FOR ORANGE COUNTY CHILDREN.$25,000
ULSTER COMMUNITY COLLEGE FOUNDATION INC
PO BOX 557STONE RIDGENY12484NONEPCMULTI-YEAR SUPPORT FOR STUDENT ASSISTANCE FOR ECONOMICALLY DISADVANTAGED ULSTER COUNTY AND MID-HUDSON VALLEY STUDENTS.$15,000
ULSTER COUNTY COMMUNITY ACTION COMMITTEE
70 LINDSLEY AVEKINGSTONNY12401NONEPCTOWARDS UTILITY AND RENT ASSISTANCE FOR CLIENTS WITH FINANCIAL NEED.$15,000
ULSTER COUNTY COMMUNITY ACTION COMMITTEE
70 LINDSLEY AVEKINGSTONNY12401NONEPCMULTI-YEAR SUPPORT TOWARDS THE PURCHASE AND DISTRIBUTION OF CLOTHING ESSENTIALS, DIAPERS, AND HYGIENE PRODUCTS FOR CHILDREN AND YOUTH.$10,000
ULSTER COUNTY HABITAT FOR HUMANITY
PO BOX 2554KINGSTONNY124022554NONEPCTOWARDS PRE-DEVELOPMENT EXPENSES FOR AFFORDABLE HOUSING FOR ULSTER COUNTY FAMILIES.$40,000
ULSTER IMMIGRANT DEFENSE NETWORK INC
30 PINE GROVE AVENUEKINGSTONNY12401NONEPCTOWARDS LEGAL AND WORKFORCE DEVELOPMENT PROGRAMMING FOR IMMIGRANTS IN ULSTER COUNTY.$30,000
ULSTER IMMIGRANT DEFENSE NETWORK INC
30 PINE GROVE AVENUEKINGSTONNY12401NONEPCTOWARDS DIRECT ASSISTANCE TO IMMIGRANTS IN NEED OF FOOD, RENTAL ASSISTANCE, TRANSPORTATION, LEGAL FEES, OR OTHER RESOURCES.$10,000
ULSTER LITERACY ASSOCIATION
480 AARON COURTKINGSTONNY12401NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR STRATEGIC PLANNING.$4,800
ULSTER LITERACY ASSOCIATION
480 AARON COURTKINGSTONNY12401NONEPCFOR GENERAL OPERATING SUPPORT.$25,000
UNITED WAY OF THE DUTCHESS-ORANGE REGION
75 MARKET STREETPOUGHKEEPSIENY12601NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$50,000
UNITED WAY OF THE DUTCHESS-ORANGE REGION
75 MARKET STREETPOUGHKEEPSIENY12601NONEPCMULTI-YEAR SUPPORT FOR THE PURCHASE AND DISTRIBUTION OF CLOTHING ESSENTIALS, DIAPERS, AND HYGIENE PRODUCTS FOR CHILDREN AND YOUTH.$20,500
UNSHATTERED INC
1090 ROUTE 376WAPPINGERS FALLSNY12590NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$25,000
UNSHATTERED INC
1090 ROUTE 376WAPPINGERS FALLSNY12590NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR OPERATIONAL PLANNING.$15,000
UPPER HUDSON PLANNED PARENTHOOD
855 CENTRAL AVENUEALBANYNY12206NONEPCA MULTI-YEAR GRANT FOR GENERAL SUPPORT FOR THE HUDSON HEALTH CENTER.$37,500
VASSAR BROTHERS MEDICAL CENTER FOUNDATION
PO BOX 22539NEW YORKNY100872539NONEPCFOR THE DYSON BREAST CENTER.$10,000
VASSAR BROTHERS MEDICAL CENTER FOUNDATION
PO BOX 22539NEW YORKNY100872539NONEPCMULTI-YEAR SUPPORT FOR CONSTRUCTION OF A NEW PATIENT PAVILION.$750,000
VASSAR-WARNER HOME
52 S HAMILTON STREETPOUGHKEEPSIENY12601NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR ORGANIZATIONAL ASSESSMENT AND PLANNING.$10,000
VERBANK UNITED METHODIST CHURCH ON THE GREEN
PO BOX 25VERBANKNY12585NONEPCFOR GENERAL OPERATING SUPPORT.$5,000
VINEYARD COMMUNITY CHURCH
609 ROUTE 82HOPEWELL JUNCTIONNY125335746NONEPCTOWARDS THE NO STRINGS ATTACHED FOOD PANTRY.$3,000
WALKWAY OVER THE HUDSON
PO BOX 889POUGHKEEPSIENY12601NONEPCFOR GENERAL OPERATING SUPPORT.$75,000
WARWICK AREA FARMWORKER ORGANIZATION
P O BOX 607GOSHENNY10924NONEPCMULTI-YEAR SUPPORT FOR THE DULCE ESPERANZA SUMMER PROGRAM FOR CHILDREN OF AGRICULTURAL WORKERS IN ORANGE COUNTY.$15,000
WASHINGTON AND LEE UNIVERSITY
204 W WASHINGTON STREETLEXINGTONVA244502116NONEPCFOR GENERAL OPERATING SUPPORT.$40,000
WASHINGTON AND LEE UNIVERSITY
204 W WASHINGTON STREETLEXINGTONVA244502116NONEPCTOWARDS THE RENOVATION OF AN INDOOR ATHLETICS AND RECREATION CENTER.$150,000
WASHINGTON AND LEE UNIVERSITY
204 W WASHINGTON STREETLEXINGTONVA244502116NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$60,000
WASSAIC PROJECT
PO BOX 220WASSAICNY12592NONEPCMULTI-YEAR SUPPORT TOWARDS THE JV AND VARSITY AFTERSCHOOL ARTS AND YOUTH DEVELOPMENT PROGRAM FOR MIDDLE- AND HIGH SCHOOL STUDENTS IN THE WEBUTUCK CENTRAL SCHOOL DISTRICT.$7,000
WASSAIC PROJECT
PO BOX 220WASSAICNY12592NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR STRATEGIC CAPITAL PLANNING.$15,000
WHEELHOUSE CREATIVE EDUCATION CENTER
5599 ROUTE 23ACRANY12405NONEPCTOWARDS SUMMER CHILDCARE AND PROGRAMMING FOR ECONOMICALLY DISADVANTAGED GREENE COUNTY CHILDREN.$10,000
WILD EARTH WILDERNESS SCHOOL
2307 LUCAS TURNPIKEHIGH FALLSNY12440NONEPCMULTI-YEAR SUPPORT FOR SCHOLARSHIPS FOR ECONOMICALLY DISADVANTAGED YOUTH FROM KINGSTON AND ULSTER COUNTY TO ATTEND WILD EARTHS SUMMER CAMPS.$8,500
WINNERS CIRCLE PROJECT
1610 DANBY ROADITHACANY14850NONEPCTOWARDS HIGH SCHOOL PROJECT-BASED LEARNING AND CAREER READINESS (S.T.E.A.M.) THROUGH THE PRISM OF AUTO RACING.$250,000
WOODSTOCK HOUSING ALLIANCE
8 HARDER RDWOODSTOCKNY12498NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR BOARD AND ORGANIZATIONAL DEVELOPMENT.$3,000
WORKER JUSTICE CENTER OF NEW YORK INC
1187 CULVER ROADROCHESTERNY14609NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT OF THE MID-HUDSON VALLEY OFFICE.$60,000
WORKER JUSTICE CENTER OF NEW YORK INC
1187 CULVER ROADROCHESTERNY14609NONEPCMULTI-YEAR SUPPORT OF THE MID-HUDSON VALLEY OFFICE.$65,000
YMCA OF KINGSTON AND ULSTER COUNTY
507 BROADWAYKINGSTONNY12401NONEPCTOWARDS THE STARFISH SUMMER LEARNING PROGRAM, SERVING CHILDREN IN GRADES K-5.$10,000
YMCA OF KINGSTON AND ULSTER COUNTY
507 BROADWAYKINGSTONNY12401NONEPCA MANAGEMENT ASSISTANCE PROGRAM MINI-GRANT FOR FINANCIAL ANALYSIS AND PLANNING.$10,000
YMCA OF MIDDLETOWN
81 HIGHLAND AVENUEMIDDLETOWNNY10940NONEPCMULTI-YEAR SUPPORT FOR FREE AND REDUCED-COST PROGRAMMING FOR LOW-INCOME CHILDREN AND FAMILIES.$100,000
ZION EPISCOPAL CHURCH
12 SATERLEE PLACEWAPPINGERS FALLSNY12590NONEPCTOWARDS THE FOOD PANTRY.$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,878,395TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (85 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADELPHI UNIVERSITY
1 SOUTH AVENUE PO BOX 701GARDEN CITYNY115300701NONEPCMULTI-YEAR SUPPORT FOR SCHOLARSHIPS FOR LOW-INCOME STUDENTS IN THE HUDSON VALLEY MSW PROGRAM WHO LIVE IN COLUMBIA, DUTCHESS, ORANGE, PUTNAM, AND ULSTER COUNTIES, AND PLAN TO WORK IN THE AREA.$40,000
ADELPHI UNIVERSITY
1 SOUTH AVENUE PO BOX 701GARDEN CITYNY115300701NONEPCTOWARDS SCHOLARSHIPS FOR ADELPHI'S CENTER FOR NONPROFIT LEADERSHIP CAPACITY BUILDING AND LEADERSHIP DEVELOPMENT PROGRAMS FOR MID-HUDSON VALLEY NONPROFITS.$25,000
ARTS MID-HUDSON INC
696 DUTCHESS TURNPIKE SUITE FPOUGHKEEPSIENY12603NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$60,000
ASTOR SERVICES
6339 MILL STREETRHINEBECKNY12572NONEPCTOWARDS STAFF TRAINING ON EVIDENCE-BASED DIALECTICAL BEHAVIORAL THERAPY (DBT) METHODS.$10,000
BARDAVON 1869 OPERA HOUSE
35 MARKET STREETPOUGHKEEPSIENY12601NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$160,000
BIG BROTHERS BIG SISTERS OF WESTCHESTER COUNTY INC
10 MIDLAND AVENUE SUITE 203PORT CHESTERNY10573NONEPCTOWARDS MENTORING PROGRAMS FOR YOUNG PEOPLE IN PUTNAM COUNTY.$25,000
BOYS AND GIRLS CLUB OF NEWBURGH
285 LIBERTY STREETNEWBURGHNY12550NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$125,000
BOYS AND GIRLS CLUB OF NEWBURGH
285 LIBERTY STREETNEWBURGHNY12550NONEPCMULTI-YEAR SUPPORT FOR SUMMER YOUTH PROGRAMMING IN POUGHKEEPSIE AND NEWBURGH.$85,000
CARY INSTITUTE OF ECOSYSTEM STUDIES
PO BOX ABMILLBROOKNY125450129NONEPCMULTI-YEAR SUPPORT FOR SUMMER CAMP SCHOLARSHIPS FOR ECONOMICALLY DISADVANTAGED STUDENTS FROM THE MID-HUDSON VALLEY.$5,000
CENTER FOR CREATIVE EDUCATION
16 CEDAR STREETKINGSTONNY12401NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$80,000
CENTER FOR GOVERNMENTAL RESEARCH
1 S WASHINGTON ST SUITE 400ROCHESTERNY14614NONEPCMULTI-YEAR SUPPORT FOR THE MID-HUDSON VALLEY COMMUNITY PROFILES WEBSITE, WHICH PROVIDES TREND DATA AND ANALYSIS FOR A SERIES OF INDICATORS FOR COLUMBIA, DUTCHESS, GREENE, ORANGE, PUTNAM, SULLIVAN, AND ULSTER COUNTIES.$94,900
CHILD CARE COUNCIL OF DUTCHESS AND PUTNAM INC
301 MANCHESTER ROAD SUITE 201APOUGHKEEPSIENY12603NONEPCMULTI-YEAR SUPPORT TOWARDS THE CHILD CARE TUITION SCHOLARSHIP PROGRAM FOR ECONOMICALLY DISADVANTAGED FAMILIES IN DUTCHESS COUNTY.$80,000
COLUMBIA COUNTY COMMUNITY HEALTHCARE CONSORTIUM
325 COLUMBIA STREET SUITE 200HUDSONNY12534NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$110,000
COLUMBIA OPPORTUNITIES
540 COLUMBIA STREETHUDSONNY12534NONEPCMULTI-YEAR SUPPORT FOR THE PURCHASE AND DISTRIBUTION OF CLOTHING ESSENTIALS, DIAPERS, AND HYGIENE PRODUCTS FOR CHILDREN AND YOUTH.$8,500
COLUMBIA-GREENE COMMUNITY (COLLEGE) FOUNDATION
4400 ROUTE 23HUDSONNY12534NONEPCMULTI-YEAR SUPPORT FOR STUDENT ASSISTANCE FOR ECONOMICALLY DISADVANTAGED COLUMBIA AND GREENE COUNTY, AND MID-HUDSON VALLEY STUDENTS.$15,000
COMMUNITY ACTION OF GREENE COUNTY
7856 ROUTE 9WCATSKILLNY12414NONEPCMULTI-YEAR SUPPORT TOWARDS THE PURCHASE AND DISTRIBUTION OF CLOTHING ESSENTIALS, DIAPERS, AND HYGIENE PRODUCTS FOR CHILDREN AND YOUTH.$6,000
COMMUNITY ACTION OF GREENE COUNTY
7856 ROUTE 9WCATSKILLNY12414NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$100,000
COMMUNITY FOUNDATION OF ORANGE AND SULLIVAN
30 SCOTTS CORNERS DRIVE SUITE 203MONTGOMERYNY12549NONEPCMULTI-YEAR SUPPORT FOR HUDSON VALLEY GIVES, A REGION-WIDE ONLINE DAY OF GIVING THROUGH WHICH HUDSON VALLEY NONPROFITS HAVE THE OPPORTUNITY TO RAISE FUNDS VIA COLLABORATIVE MARKETING.$10,000
COMMUNITY FOUNDATION OF ORANGE AND SULLIVAN
30 SCOTTS CORNERS DRIVE SUITE 203MONTGOMERYNY12549NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$50,000
CORNELL COOPERATIVE EXTENSION OF COLUMBIA AND GREENE COUNTIES
6055 ROUTE 23ACRANY12405NONEPCMULTI-YEAR SUPPORT FOR THE PARENTING WITH CONFIDENCE PROGRAM, WHICH PROVIDES FREE IN-HOME AND GROUP PARENTING SUPPORT FOR FAMILIES IN COLUMBIA AND GREENE COUNTIES.$40,000
CORNELL COOPERATIVE EXTENSION OF ORANGE COUNTY
18 SEWARD AVENUE SUITE 300MIDDLETOWNNY10940NONEPCMULTI-YEAR SUPPORT FOR THE GLEANING PROGRAM, WHICH DISTRIBUTES LOCAL PRODUCE TO ORANGE COUNTY AND OTHER REGIONAL EMERGENCY FOOD PROGRAMS.$25,000
CORNELL COOPERATIVE EXTENSION OF ULSTER COUNTY
232 PLAZA ROADKINGSTONNY12401NONEPCMULTI-YEAR SUPPORT FOR THE RELATIVES AS PARENTS PROGRAM, WHICH PROVIDES EDUCATION, SUPPORT, AND OTHER SERVICES FOR KINSHIP CAREGIVERS AND THE YOUTH IN THEIR CARE. KINSHIP CAREGIVERS ARE PRIMARILY GRANDPARENTS RAISING THEIR GRANDCHILDREN.$150,000
COVECARE CENTER
1808 ROUTE SIXCARMELNY105122356NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$100,000
COVECARE CENTER
1808 ROUTE SIXCARMELNY105122356NONEPCMULTI-YEAR SUPPORT FOR THE PURCHASE AND DISTRIBUTION OF CLOTHING ESSENTIALS, DIAPERS, AND HYGIENE PRODUCTS FOR CHILDREN AND YOUTH.$6,000
DUTCHESS COMMUNITY COLLEGE FOUNDATION
53 PENDELL ROADPOUGHKEEPSIENY12601NONEPCMULTI-YEAR SUPPORT FOR STUDENT ASSISTANCE FOR ECONOMICALLY DISADVANTAGED DUTCHESS COUNTY AND MID-HUDSON VALLEY STUDENTS.$25,000
DUTCHESS DAY SCHOOL
415 ROUTE 343MILLBROOKNY12545NONEPCTOWARDS THE INSTALLATION OF A NEW PLAYGROUND, THE CONSTRUCTION OF AN OUTDOOR CLASSROOM, AND POTENTIALLY THE INSTALLATION OF HIGH ROPES TYPE CHALLENGE.$200,000
DUTCHESS OUTREACH
29 NORTH HAMILTON ST SUITE 220POUGHKEEPSIENY12601NONEPCMULTI-YEAR SUPPORT FOR THE PURCHASE AND DISTRIBUTION OF CLOTHING ESSENTIALS, DIAPERS, AND HYGIENE PRODUCTS FOR CHILDREN AND YOUTH.$10,000
EMPIRE STATE COLLEGE FOUNDATION
28 UNION AVENUESARATOGA SPRINGSNY12866NONEPCMULTI-YEAR SCHOLARSHIP SUPPORT FOR MID-HUDSON VALLEY ADULT STUDENTS ENROLLED IN SUNY EMPIRE STATE UNIVERSITY'S SCHOOL OF NURSING AND ALLIED HEALTH DEGREE PROGRAMS.$50,000
FAMILY OF WOODSTOCK
PO BOX 3516KINGSTONNY12402NONEPCMULTI-YEAR SUPPORT TOWARDS THE PURCHASE AND DISTRIBUTION OF CLOTHING ESSENTIALS, DIAPERS, AND HYGIENE PRODUCTS FOR CHILDREN AND YOUTH.$10,000
FAMILY SERVICES
29 NORTH HAMILTON STREETPOUGHKEEPSIENY12601NONEPCTOWARDS A CAPITAL CAMPAIGN TO IMPROVE THE FAMILY PARTNERSHIP CENTER IN POUGHKEEPSIE.$750,000
FEARLESS HUDSON VALLEY INC
PO BOX 649NEWBURGHNY12551NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$100,000
GIRL SCOUTS HEART OF THE HUDSON INC
30 SCOTTS CORNERS DRIVEMONTGOMERYNY12549NONEPCMULTI-YEAR SUPPORT TO PROVIDE GIRL SCOUT LEADERSHIP EXPERIENCE PROGRAMMING TO GIRLS IN UNDER-SERVED COMMUNITIES IN DUTCHESS, ORANGE, PUTNAM, AND ULSTER COUNTIES.$65,000
GRACE CHURCH
PO BOX 366MILLBROOKNY12545NONEPCMULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$75,000
GRACE EPISCOPAL CHURCH
12 DEPOT STMIDDLETOWNNY10940NONEPCMULTI-YEAR SUPPORT FOR THE GUILD OF ST. MARGARET SOUP KITCHEN, WHICH PROVIDES HOT MEALS AND TAKE-OUT MEALS TO THOSE IN NEED IN MIDDLETOWN.$15,000
GRACE SMITH HOUSE
1 BROOKSIDE AVENUEPOUGHKEEPSIENY12601NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$130,000
GREATER HUDSON PROMISE NEIGHBORHOOD
369 WARREN STREETHUDSONNY12534NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$60,000
GREEN CHIMNEYS CHILDREN'S SERVICES
400 DOANSBURG ROAD BOX 719BREWSTERNY10509NONEPCMULTI-YEAR SUPPORT FOR THE COMMUNITY OUTREACH CENTER, WHICH SERVES PUTNAM COUNTY YOUTH THROUGH FREE AFTER-SCHOOL AND EVENING ACTIVITIES, COUNSELING SERVICES, AND INTERVENTION AND PREVENTION PROGRAMS.$15,000
HAND IN HAND EARLY CHILDHOOD CENTER
5780 BROOKSIDE CIRCLELOWVILLENY133674109NONEPCTOWARDS AFTER-SCHOOL PROGRAMS AND SUBSIDIZED TUITION COSTS.$55,000
HUDSON HALL
327 WARREN STREETHUDSONNY12534NONEPCMULTI-YEAR SUPPORT FOR THE COMMUNITY ARTS PROGRAM ACTIVITIES, INCLUDING FREE YEAR-ROUND PROGRAMS AND EVENTS, MANY FOR CHILDREN AND YOUTH.$22,500
HUDSON RIVER HOUSING
313 MILL STREETPOUGHKEEPSIENY12601NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$230,000
HUDSON VALLEY LGBTQ COMMUNITY CENTER
PO BOX 3994KINGSTONNY12402NONEPCFOR GENERAL OPERATING SUPPORT.$30,000
INDIANAPOLIS MOTOR SPEEDWAY FOUNDATION INC
4750 WEST 16TH STREETINDIANAPOLISIN46222NONEPCTOWARDS RENOVATION OF THE MUSEUM, CREATION OF A NEW RESTORATION SHOP, AND AN ENDOWMENT.$4,000,000
JEWISH FAMILY SERVICE OF ORANGE COUNTY
720 ROUTE 17 MMIDDLETOWNNY10940NONEPCA MULTI-YEAR GRANT FOR THE SAFETY NET PROGRAM, WHICH PROVIDES TRANSPORTATION, HOME VISITING, CASE MANAGEMENT, AND COUNSELING FOR DISABLED OR MEDICALLY FRAIL ADULTS IN ORANGE COUNTY.$115,000
KITE'S NEST
58 N FRONT STREETHUDSONNY12534NONEPCMULTI-YEAR SUPPORT FOR THE SOCIAL JUSTICE LEADERSHIP ACADEMY, A SUMMER AND YEAR-ROUND AFTERSCHOOL PROGRAM FOR TEENS.$17,500
LITERACY CONNECTIONS OF THE HUDSON VALLEY
504 HAIGHT AVEPOUGHKEEPSIENY12603NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$155,000
LONG TERM CARE COMMUNITY COALITION
209 WEST 29TH STREET SUITE 6252NEW YORKNY10001NONEPCMULTI-YEAR SUPPORT TOWARDS THE HUDSON VALLEY LONG TERM CARE OMBUDSMAN PROGRAM, THROUGH WHICH TRAINED AND CERTIFIED STAFF AND VOLUNTEERS ADVOCATE FOR RESIDENTS OF LONG-TERM CARE FACILITIES.$40,000
MARIETTA COLLEGE
215 FIFTH STREETMARIETTAOH45750NONEPCMULTI-YEAR SUPPORT FOR A NEW STUDENT CENTER.$3,156,299
MENTAL HEALTH ASSOCIATION OF COLUMBIA-GREENE COUNTIES
713 UNION STREETHUDSONNY12534NONEPCMULTI-YEAR SUPPORT TOWARDS AFTER-SCHOOL PROGRAMMING IN CATSKILL, NY.$12,500
MID-HUDSON DISCOVERY MUSEUM
75 NORTH WATER STPOUGHKEEPSIENY12601NONEPCMULTI-YEAR SUPPORT FOR THE MUSEUM'S TRANSITION TO OWNING ITS PROPERTY.$50,000
MID-HUDSON DISCOVERY MUSEUM
75 NORTH WATER STPOUGHKEEPSIENY12601NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$120,000
MID-HUDSON DISCOVERY MUSEUM
75 NORTH WATER STPOUGHKEEPSIENY12601NONEPCTOWARDS A CAPACITY-BUILDING CONSULTANCY.$17,500
MILLBROOK COMMUNITY PARTNERSHIP INC
PO BOX 1087MILLBROOKNY12545NONEPCMULTI-YEAR SUPPORT TO REVITALIZE TWO MILLBROOK PROPERTIES TO ENHANCE THE CIVIC AND CULTURAL LIFE IN CENTRAL DUTCHESS COUNTY.$400,000
NATIONAL CENTER FOR FAMILY PHILANTHROPY
1667 K STREET NW SUITE 550WASHINGTONDC20006NONEPCFOR GENERAL OPERATING SUPPORT.$3,000
NEWBURGH ARMORY UNITY CENTER
321 S WILLIAM STREETNEWBURGHNY12550NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$80,000
NEWBURGH ARMORY UNITY CENTER
321 S WILLIAM STREETNEWBURGHNY12550NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$100,000
NEWBURGH COMMUNITY LAND BANK INC
PO BOX 152NEWBURGHNY12551NONEPCSUPPORT TO RENOVATE FOUR VACANT AND DISTRESSED HOUSES IN NEWBURGH.$25,000
NORTH COUNTRY PRENATAL-PERINATAL COUNCIL INC
200 WASHINGTON ST SUITE 300WATERTOWNNY13601NONEPCMULTI-YEAR SUPPORT FOR A COMPREHENSIVE ADOLESCENT PREGNANCY PREVENTION PROGRAM.$110,000
NORTH EAST COMMUNITY CENTER
PO BOX 35MILLERTONNY125460035NONEPCA MULTI-YEAR REQUEST FOR GENERAL OPERATING SUPPORT.$130,000
NORTHERN DUTCHESS HOSPITAL FOUNDATION
6531 SPRINGBROOK AVENUERHINEBECKNY125723709NONEPCMULTI-YEAR SUPPORT TO RENOVATE THE HOSPITAL'S EMERGENCY ROOM.$200,000
NY FUNDERS ALLIANCE
431 E FAYETTE STREET STE 275SYRACUSENY13202NONEPCFOR GENERAL OPERATING SUPPORT.$5,500
PAWLING RESOURCE CENTER
PO BOX 331PAWLINGNY12564NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$10,000
PEAK GRANTMAKING
1701 PENNSYLVANIA AVE NW SUITE 200WASHINGTONDC20006NONEPCFOR GENERAL OPERATING SUPPORT.$1,100
PINE HILL COMMUNITY CENTER
PO BOX 647PINE HILLNY12465NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$12,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREETNEW YORKNY10038NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$600,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREETNEW YORKNY10038NONEPCTOWARDS THE PUBLIC POLICY, LITIGATION AND LAW PROGRAM AND TO PATIENT DIRECT ASSISTANCE AND NAVIGATION SERVICES.$400,000
POUGHKEEPSIE UNITED METHODIST CHURCH
2381 NEW HACKENSACK ROADPOUGHKEEPSIENY12603NONEPCMULTI-YEAR SUPPORT FOR THE HARRIET TUBMAN ACADEMIC SKILLS CENTER, AN AFTER-SCHOOL PROGRAM FOR ECONOMICALLY-DISADVANTAGED CHILDREN IN THE CITY OF POUGHKEEPSIE.$22,000
PRO BONO PARTNERSHIP
237 MAMARONECK AVENUE SUITE 305WHITE PLAINSNY10605NONEPCMULTI-YEAR SUPPORT TOWARDS LEGAL SERVICES FOR MID-HUDSON VALLEY NONPROFIT ORGANIZATIONS.$10,000
RAMAPO FOR CHILDREN
PO BOX 266RHINEBECKNY125720266NONEPCMULTI-YEAR SUPPORT TO ENABLE ECONOMICALLY-DISADVANTAGED MID-HUDSON VALLEY YOUTH TO PARTICIPATE IN RAMAPO'S SUMMER CAMP PROGRAMS.$17,500
REGIONAL ECONOMIC COMMUNITY ACTION PROGRAM
40 SMITH STREETMIDDLETOWNNY10940NONEPCMULTI-YEAR SUPPORT FOR THE PURCHASE AND DISTRIBUTION OF CLOTHING ESSENTIALS, DIAPERS, AND HYGIENE PRODUCTS FOR CHILDREN AND YOUTH.$25,000
RUPCO
289 FAIR STREETKINGSTONNY12401NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$150,000
RURAL & MIGRANT MINISTRY
PO BOX 475CORNWALL ON HUDSONNY12520NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$255,000
SAFE HARBORS OF THE HUDSON
111 BROADWAYNEWBURGHNY12550NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$150,000
SARATOGA AUTOMOBILE MUSEUM
110 AVENUE OF THE PINESSARATOGA SPRINGSNY12866NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$25,000
SKIDMORE COLLEGE
815 NORTH BROADWAYSARATOGA SPRINGSNY12866NONEPCMULTI-YEAR SUPPORT FOR SCHOLARSHIPS FOR ECONOMICALLY-DISADVANTAGED STUDENTS FROM THE MID-HUDSON VALLEY, AND STUDENT STIPENDS FOR THE SEE-BEYOND SUMMER LEARNING PROGRAM.$345,000
SUNY ORANGE FOUNDATION
115 SOUTH STREET 4TH FLOOR MORRISONMIDDLETOWNNY10940NONEPCMULTI-YEAR SUPPORT FOR STUDENT ASSISTANCE FOR ECONOMICALLY DISADVANTAGED ORANGE COUNTY AND MID-HUDSON VALLEY STUDENTS.$15,000HALL
ULSTER COMMUNITY COLLEGE FOUNDATION INC
PO BOX 557STONE RIDGENY12484NONEPCMULTI-YEAR SUPPORT FOR STUDENT ASSISTANCE FOR ECONOMICALLY DISADVANTAGED ULSTER COUNTY AND MID-HUDSON VALLEY STUDENTS.$15,000
ULSTER COUNTY COMMUNITY ACTION COMMITTEE
70 LINDSLEY AVEKINGSTONNY12401NONEPCMULTI-YEAR SUPPORT TOWARDS THE PURCHASE AND DISTRIBUTION OF CLOTHING ESSENTIALS, DIAPERS, AND HYGIENE PRODUCTS FOR CHILDREN AND YOUTH.$10,000
ULSTER LITERACY ASSOCIATION
480 AARON COURTKINGSTONNY12401NONEPCFOR GENERAL OPERATING SUPPORT.$25,000
UNITED WAY OF THE DUTCHESS-ORANGE REGION
75 MARKET STREETPOUGHKEEPSIENY12601NONEPCMULTI-YEAR SUPPORT FOR THE PURCHASE AND DISTRIBUTION OF CLOTHING ESSENTIALS, DIAPERS, AND HYGIENE PRODUCTS FOR CHILDREN AND YOUTH.$20,500
VASSAR BROTHERS MEDICAL CENTER FOUNDATION
PO BOX 22539NEW YORKNY100872539NONEPCMULTI-YEAR SUPPORT FOR CONSTRUCTION OF A NEW PATIENT PAVILION.$4,500,000
WARWICK AREA FARMWORKER ORGANIZATION
P O BOX 607GOSHENNY10924NONEPCMULTI-YEAR SUPPORT FOR THE DULCE ESPERANZA SUMMER PROGRAM FOR CHILDREN OF AGRICULTURAL WORKERS IN ORANGE COUNTY.$15,000
WASHINGTON AND LEE UNIVERSITY
204 W WASHINGTON STREETLEXINGTONVA244502116NONEPCA MULTI-YEAR GRANT FOR GENERAL OPERATING SUPPORT.$60,000
WASHINGTON AND LEE UNIVERSITY
204 W WASHINGTON STREETLEXINGTONVA244502116NONEPCTOWARDS THE DELANEY CENTER DIRECTOR ENDOWMENT, TO SUPPORT THE LEADER OF THE CENTER TO MANAGE CURRICULAR AND CO-CURRICULAR PROGRAMS AND INITIATIVES, AND TO RECRUIT AND MENTOR CENTER FACULTY.$3,000,000
WILD EARTH WILDERNESS SCHOOL
2307 LUCAS TURNPIKEHIGH FALLSNY12440NONEPCMULTI-YEAR SUPPORT FOR SCHOLARSHIPS FOR ECONOMICALLY DISADVANTAGED YOUTH FROM KINGSTON AND ULSTER COUNTY TO ATTEND WILD EARTHS SUMMER CAMPS.$8,500
WORKER JUSTICE CENTER OF NEW YORK INC
1187 CULVER ROADROCHESTERNY14609NONEPCMULTI-YEAR SUPPORT OF THE MID-HUDSON VALLEY OFFICE.$65,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$21,746,799TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,619,390ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$6,097UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$4,816,694ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionAmt
PASS-THRU SHARE OF INCOME FROM PARTNERSHIP INVESTMENTS525990$65,156$169,025
OIL AND GAS ROYALTY INCOME$1,195
CLASS ACTION SETTLEMENT$6,098

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$71,253UnrelatedBusinessTaxblIncmAmt
Exclusion$7,612,402ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,683,655TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CHARLES H DYSON AND JUNE K DYSON REVOCABLE TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12515 SOUTH RD 5TH FLOORAddressLine1Txt
CityPOUGHKEEPSIECityNm
State AbbreviationNYStateAbbreviationCd
ZIP12601ZIPCd
FieldValueIRS element (for citing)
Total Contributions$30,623TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDIT AND TAX PREPARATION FEESCategoryTxt
Amt$79,983Amt
Net Investment Income$39,992NetInvestmentIncomeAmt
Disbursements Charitable Prps$41,991DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescCOMMON GROUND FARMDesc
Amt$80,767Amt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
ATTACHMENT PART XV - QUESTION 2ATHE DYSON FOUNDATION25 HALCYON ROAD MILLBROOK, NY 12545ATTN: SUBMISSIONS(845) 677-0644 OR SUBMISSIONS@DYSON.ORG ORHTTPS://DYSONFOUNDATION.ORG/APPLY-REPORT/
ATTACHMENT PART XV - QUESTIONS 2B, 2C, 2DHOW TO APPLY - THE DYSON FOUNDATION HAS WORKED TO MAKE OUR GRANT APPLICATION PROCESS AS STREAMLINED AND INFORMATIVE AS POSSIBLE TO ASSIST YOU IN YOUR SEARCH FOR FUNDING. WE RECOMMEND YOU FOLLOW THESE STEPS:1. LEARN ABOUT OUR FUNDING: BY REVIEWING OUR VARIOUS PROGRAM AREAS.2. DETERMINE IF YOU MEET OUR ELIGIBILITY CRITERIA: BY USING OUR ONLINE ELIGIBILITY QUESTIONNAIRE.3. SUBMIT A LETTER OF INQUIRY: IF YOU ARE APPLYING FOR NEW OR RENEWAL PROJECT SUPPORT GRANT, GENERAL OPERATING SUPPORT GRANT, MINI-GRANT, OR STRATEGIC RESTRUCTURING INITIATIVE GRANT, YOU SHOULD FIRST SUBMIT A LETTER OF INQUIRY. THIS IS A CONCISE WAY TO TELL US ABOUT YOUR PROJECT SO THAT WE CAN DETERMINE WHETHER TO INVITE YOU TO SEND US A FULL PROPOSAL. TO SUBMIT A LETTER OF INQUIRY, LOG IN TO OUR GRANTS PORTAL.4. YOU WILL RECEIVE AN ACKNOWLEDGEMENT OF THE RECEIPT OF YOUR LETTER OF INQUIRY. IF YOU WOULD LIKE TO TALK WITH A FOUNDATION PROGRAM OFFICER BEFORE SUBMITTING YOUR LETTER OF INQUIRY OR MANAGEMENT ASSISTANCE PROGRAM GRANT APPLICATION, PLEASE FEEL FREE TO CALL. HOWEVER, OUR EXPERIENCE IS THAT WE CAN HAVE MORE INFORMED AND HELPFUL CONVERSATIONS AFTER AN INITIAL LETTER OF INQUIRY HAS BEEN REVIEWED. IF, ON THE BASIS OF A LETTER OF INQUIRY OR MANAGEMENT ASSISTANCE PROGRAM APPLICATION A PROPOSED PROJECT OR REQUEST APPEARS TO ADDRESS KEY DYSON FOUNDATION INTERESTS, YOU WILL BE INVITED TO SUBMIT ADDITIONAL INFORMATION OR A FULLY DEVELOPED PROPOSAL. FOUNDATIONSTAFF WILL GENERALLY WORK CLOSELY WITH APPLICANTS ON DEVELOPING AN ACCEPTABLE PROPOSAL AND RELATED MATERIALS. EACH PROPOSAL WILL BE EVALUATED ON ITS OWN MERITS ACCORDING TO THEFOLLOWING CRITERIA:CLOSENESS OF FIT WITH THE FOUNDATION'S PROGRAM PRIORITIES AND VALUES SIGNIFICANCE OF THE NEED TO BE ADDRESSED POTENTIAL TO ACHIEVE SIGNIFICANT AND ENDURING RESULTS CAPACITY OF THE APPLICANT TOACCOMPLISH ITS GOALS AND OBJECTIVES APPROPRIATENESS OF THE BUDGET. DURING THE REVIEW, REPRESENTATIVES OF THE FOUNDATION WILL RESEARCH THE PROPOSAL THROUGH TELEPHONE INQUIRIES, SITE VISITS, AND MEETING WITH AGENCY STAFF, BOARD, VOLUNTEERS, AND CLIENTS AS NECESSARY. ON OCCASION, OUTSIDE EXPERTS MAY BE ASKED TO HELP REVIEW A PARTICULAR PROPOSAL. FOUNDATION STAFF PREPARE WRITTEN PROPOSAL SUMMARIES AND RECOMMENDATIONS TO THE BOARD OF DIRECTORS. THE TIME REQUIRED TO REVIEW A PROPOSAL VARIES ACCORDING TO THE COMPLEXITY OF THE PROPOSAL ITSELF, THE PROBLEM BEING ADDRESSED, AND THE NUMBER OF PROPOSALS BEING REVIEWED. GENERALLY, IT CAN TAKE AT LEAST SIX MONTHS FROM THE TIME A LETTER OF INQUIRY IS RECEIVED TO THE ACTUAL AWARD OF A GRANT, ALTHOUGH THE FOUNDATION STRIVES TO BE AS EXPEDITIOUS AS POSSIBLE IN ITS REVIEW OF INQUIRIES AND PROPOSALS. THE DIRECTORS OF THE DYSON FOUNDATION MEET QUARTERLY, AT WHICH TIME THEY CONSIDER THE FUNDING RECOMMENDATIONS OF THE STAFF. THERE ARE NO PRE-SET DEADLINES FOR SUBMISSION OF MATERIALS. GENERAL FUNDING GUIDELINES:THE DYSON FOUNDATION AWARDS GRANTS IN SEVERAL DIFFERENT PROGRAM AREAS THAT EACH HAVE SPECIFIC GUIDELINES. VISIT THE GRANTMAKING PAGE TO LEARN MORE ABOUT EACH OF THEM. UNSOLICITED PROPOSALS OR INQUIRIES ARE NOT CONSIDERED IN CERTAIN PROGRAM AREAS SO POTENTIAL APPLICANTSSHOULD REVIEW THE PROGRAM DESCRIPTIONS CAREFULLY. ALL APPLICANTS SHOULD BE AWARE OF THE FOLLOWING GENERAL GUIDELINES THAT APPLY TO ALL PROGRAM AREAS: AS A PRIVATE FOUNDATION, WE CAN ONLY FUND ORGANIZATIONS THAT ARE TAX-EXEMPT UNDER SECTION 501 (C) 3 OF THE INTERNAL REVENUE SERVICE CODE - AS LONG AS THOSE ORGANIZATIONS ARE NOT CLASSIFIED AS PRIVATE FOUNDATIONS UNDER SECTION 509 (A) OF THE CODE. IN ADDITION, WE CANNOT DIRECT PAYMENTS THROUGH A FISCAL AGENT IN LIEU OF AN ORGANIZATION HAVING 501 (C) 3 DESIGNATION. IF YOU HAVE QUESTIONS ABOUT THESE POLICIES, PLEASE CONTACT US. WE DO NOT MAKE GRANTS TO GOVERNMENTAL UNITS (SUCH AS FIRE DISTRICTS OR MUNICIPALITIES). WE ARE SORRY BUT WE CANNOT MAKE GRANTS DIRECTLY TO INDIVIDUALS FOR ANY PURPOSE. YOU MAY WISH TO CALL 2-1-1 IF YOU LIVE IN THE HUDSON VALLEY AND NEED INFORMATION ABOUT AVAILABLE BASIC NEEDS SERVICES AND PROGRAMS. THERE ARE CERTAIN TYPES OF GRANTS THAT WE WILL NOT CONSIDER: FOR DINNERS, FUNDRAISING EVENTS, TICKETS, OR BENEFIT ADVERTISING (READ OUR STATEMENT ABOUT SPECIAL EVENTS FUNDING) IN RESPONSE TO DIRECT MAIL CAMPAIGNS FOR INTERNATIONAL PROJECTS TO SERVICE CLUBS AND SIMILAR ORGANIZATIONSFOR DEBT OR DEFICIT REDUCTION ADDITIONALLY, THE DYSON FOUNDATION HAS VERY SPECIFIC CRITERIA REGARDING FAITH-BASED ORGANIZATIONS AND SCHOOLS. APPLICANTS SHOULD APPLY TO THE DYSON FOUNDATION ON THE BASIS OF THESE GUIDELINES, NOT ON THE BASIS OF WHAT OR WHOM THE FOUNDATION MAY HAVE FUNDED IN THE PAST. THE FOUNDATION'S INTERESTS ARE EVER-CHANGING, BECOMING MORE FOCUSED, OR EVEN SHIFTING ENTIRELY TO A NEW AREA IN RESPONSE TO AN EMERGING NEED. POLICY ON NONDISCRIMINATIONTHE DYSON FOUNDATION WILL NOT AWARD GRANT SUPPORT TO ORGANIZATIONS THAT, IN THEIR CONSTITUTION, BYLAWS, OR PRACTICES, DISCRIMINATE AGAINST A PERSON OR GROUP ON THE BASIS OF AGE, RACE, NATIONAL ORIGIN, ETHNICITY, GENDER, DISABILITY, SEXUAL ORIENTATION, POLITICAL AFFILIATION, OR RELIGIOUS BELIEF. GRANTEES MAY TARGET SERVICES TO A PARTICULAR POPULATION WHEN THE TARGETED GROUPS REQUIRE SPECIALIZED PROGRAMS TO MEET SPECIFIC NEEDS NOT SHARED BY THE GENERAL POPULATION. PROGRAM AREASTHE DYSON FOUNDATION'S GRANTMAKING PROGRAM INCLUDES THE DISTINCT PROGRAM AREAS LISTED BELOW: MID-HUDSON VALLEY PROGRAMGRANT SUPPORT TO NONPROFIT ORGANIZATIONS IN THE MID-HUDSON VALLEY THAT IMPACT THE LIVES OF THE REGION'S RESIDENTS, MOST IMPORTANTLY THOSE WHO ARE ECONOMICALLY DISADVANTAGED. PROGRAMS ARE AVAILABLE FOR PROJECT SUPPORT, UNRESTRICTED GENERAL OPERATING SUPPORT, AND FOR ENHANCING INSTITUTIONAL MANAGEMENT. PROJECT SUPPORT GRANTSGRANT SUPPORT TO NONPROFIT ORGANIZATIONS IN THE MID-HUDSON VALLEY FOR PROGRAMS OR PROJECTS THAT IMPACT THE LIVES OF THE REGION'S RESIDENTS, MOST IMPORTANTLY THOSE WHO ARE ECONOMICALLY DISADVANTAGED. GENERAL OPERATING SUPPORT GRANTSUNRESTRICTED GRANT SUPPORT AVAILABLE TO NONPROFIT ORGANIZATIONS IN THE MID-HUDSON VALLEY WHO ARE RECENT PAST RECIPIENTS OF DYSON FOUNDATION FUNDING. MANAGEMENT ASSISTANCE PROGRAM GRANTSGRANT SUPPORT AVAILABLE IN THE MID-HUDSON VALLEY TO HELP BUILD THE MANAGEMENT INFRASTRUCTURE OF THE REGION'S CHARITABLE INSTITUTIONS. FUNDS ARE AVAILABLE THROUGH THE NONPROFIT STRATEGIC RESTRUCTURING INITIATIVE, THE MINI-GRANT PROGRAM AND THE CASH FLOW LOAN PROGRAM. LEGACY & FAMILY INTEREST PROGRAMGRANTS MADE IN THIS PROGRAM AREA ARE TIED TO THE HISTORIC OR CURRENT INTERESTS OF THE FAMILY OF THE BOARD CHAIR, ROBERT R. DYSON. INCLUDED ARE GRANTS MADE THROUGH THE DYSON FAMILY GIVING PROGRAM. RECOMMENDATIONS FOR FUNDING IN THIS PROGRAM AREA ARE, IN ALL CASES, INITIATED BY FAMILY DIRECTORS OF THE FOUNDATION'S BOARD OR THE STAFF OF THE FOUNDATION. UNINVITED PROPOSALS OR INQUIRIES WILL NOT BE CONSIDERED. DIRECTORS' DISCRETIONARY PROGRAMTHIS PROGRAM AREA ALLOWS FOUNDATION DIRECTORS AND OFFICERS TO RECOMMEND A CERTAIN AMOUNT OF GRANT FUNDING TO ELIGIBLE NONPROFIT ORGANIZATIONS THAT THEY SELECT. WHILE THESE GRANTS MAY NOT REFLECT THE FOUNDATION'S OVERALL FUNDING PRIORITIES, THEY DO REFLECT THE DIVERSITY AND CREATIVITY OF THE FOUNDATION'S DIRECTORS. RECOMMENDATIONS FOR FUNDING IN THIS AREA ARE, IN ALL CASES, INITIATED BY FOUNDATION DIRECTORS AND OFFICERS. UNINVITED PROPOSALS OR INQUIRIES WILL NOT BE CONSIDERED.

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (818 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AAC TECHNOLOGIES HOLDINGS INC.$8,054$8,054
AAR CORP COM$21,965$21,965
ABBOTT LABORATORIES, COMMON STOCK, NO PAR$115,463$115,463
ABBVIE INC COM USD0.01$205,335$205,335
ACCENTURE PLC CLS A$152,997$152,997
ADOBE INC COM$170,628$170,628
ADR ADIDAS AG SPONSORED ADR$10,572$10,572
ADR AEON CO LTD$11,148$11,148
ADR AGC INC ADR$42,046$42,046
ADR AGRICULTURAL BK CHINA LTD ADR$64,445$64,445
ADR AIA GROUP LTD SPONSORED ADR$14,561$14,561
ADR AIR LIQUIDE ADR$78$78
ADR ALIBABA GRP HLDG LTD SPON ADS E ACH REP 8 ORD SHS ADS$51,777$51,777
ADR ANHUI CONCH CEM CO LTD ADR$19,168$19,168
ADR ARGENX SE SPONSORED ADS$11,413$11,413
ADR ASAHI KASEI CORP ADR$17,770$17,770
ADR ASHTEAD GROUP PLC ADR$2,558$2,558
ADR ASTELLAS PHARMA INC ADR$9,175$9,175
ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM$85,118$85,118
ADR AUTOHOME INC SPONSORED ADR REPST CL A$6,706$6,706
ADR BAE SYS PLC SPONSORED ADR$8,152$8,152
ADR BAIDU INC SPON ADS EACH REP 8 ORD SHS$30,011$30,011
ADR BANCO DO BRASIL S A SPONSORED ADR ADR$6,627$6,627
ADR BANCO SANTANDER CHILE NEW SPONSORED ADR REPSTG COM$15,845$15,845
ADR BANK CHINA LTD ADR ADR$235,342$235,342
ADR BHP GROUP LTD SPONSORED ADR$52,872$52,872
ADR BILIBILI INC ADS REPSTG SHS CL Z$3,371$3,371
ADR BNP PARIBAS SPONSORED ADR REPSTG$46,135$46,135
ADR BOC HONG KONG HLDGS LTD SPONSORED ADR$41,293$41,293
ADR BOLIDEN AB ADR$15,331$15,331
ADR BP P L C SPONSORED ADR$48,604$48,604
ADR BRIT AMERN TOB PLC SPONSORED$23,666$23,666
ADR BYD CO LTD ADR$15,476$15,476
ADR CANON INC SPONSORED ADR$89,549$89,549
ADR CELLNEX TELECOM S A ADR$14,102$14,102
ADR CENTRAIS ELETRICAS BRASILEIRAS S A SPONSORED ADR REPSTG COM$17,861$17,861
ADR CENTRAL JAPAN RY CO ADR$111,426$111,426
ADR CHINA CONSTR BK CORP ADR$117,038$117,038
ADR CHINA MERCHANTS BK CO LTD$16,779$16,779
ADR CHINA SHENHUA ENERGY CO LTD ADR$21,040$21,040
ADR CHUNGHWA TELECOM CO LTD SPONSORED ADR NEW 2011$255,283$255,283
ADR COCA-COLA FEMSA S.A.B DE C.V.$37,856$37,856
ADR COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO SABESP SPONSORED A$15,260$15,260
ADR COMPANHIA PARANAENSE DE ENERGIA - COPEL SPONSORED ADR REPSTG UNIT 1 COM$22,404$22,404
ADR COMPASS GROUP PLC SPON ADR EACH REP 1 ORD SHS (POST SPLT)$14,572$14,572
ADR COMPUTERSHARE LTD SPONSORED SPONSORED$14,560$14,560
ADR CSL LTD SPONSORED ADR$35,176$35,176
ADR DAI NIPPON PRTG LTD JAPAN SPONSORED ADR$17,362$17,362
ADR DAIICHI SANKYO CO LTD SPONSORED ADR LEVEL 1 SPONSORED ADR LEVEL 1$13,402$13,402
ADR DAITO TR CONSTR CO LTD SPONSORED ADR$9,811$9,811
ADR DAIWA HOUSE IND LTD ADR$32,291$32,291
ADR DBS GROUP HLDGS LTD SPONSORED ADR$72,401$72,401
ADR DEUTSCHE BOERSE ADR$8,013$8,013
ADR DEUTSCHE TELEKOM AG SPONSORED ADR$105,134$105,134
ADR EAST JAPAN RY CO ADR$65,161$65,161
ADR ENEL SOCIETA PER AZIONI ADR$7,402$7,402
ADR ENN ENERGY HLDGS LTD ADR$8,473$8,473
ADR EQUINOR ASA SPONSORED ADR$20,060$20,060
ADR EVOLUTION AB ADR UNSP ADR EACH REPR 1 ORD$14,687$14,687
ADR FAST RETAILING CO LTD ADR$1,478$1,478
ADR FUCHS SE AMERICAN DEPOSITARY RECEIPTS$7,915$7,915
ADR FUJIFILM HLDGS CORP ADR 2 ORD ADR$42,834$42,834
ADR GDS HLDGS LTD SPONSORED ADR$20,192$20,192
ADR GEELY AUTOMOBILE HLDGS LTD$14,411$14,411
ADR GOLD FIELDS LTD NEW SPONSORED ADR$16,730$16,730
ADR GRUPO AVAL ACCIONES Y VALORES SA SPONSORED ADS$5,436$5,436
ADR GRUPO FINANCIERO BANORTE S A B DE C$47,599$47,599
ADR HANG LUNG PPTYS LTD SPONSORED ADR$11,846$11,846
ADR HANG SENG BK LTD SPONSORED NEW$63,051$63,051
ADR HDFC BK LTD ADR REPSTG 3 SHS$73,016$73,016
ADR HENDERSON LD DEV LTD SPONSORED ADR ISIN #US4251663039$20,721$20,721
ADR HENKEL AG & CO KGAA$23,537$23,537
ADR HITACHI LTD ADR 2 COM$10,264$10,264
ADR HONDA MTR LTD ADR REPRESENTING 1 ORDSHS$7,882$7,882
ADR HONG KONG & CHINA GAS LTD$43,683$43,683
ADR HONG KONG EXCHANGES & CLEARING LTD ADR$1,747$1,747
ADR HSBC HLDGS PLC SPONSORED ADR NEW$16,175$16,175
ADR HYPERA S A SPONSORED ADR$20,843$20,843
ADR IBERDROLA S A SPONSORED ADR REPSTG 1ORD SHS$37,170$37,170
ADR ICICI BK LTD$210,460$210,460
ADR IMPERIAL BRANDS PLC SPONSORED ADR$14,126$14,126
ADR IND & COMM BK OF-UNSPON ADR ADR IND & COMM BK OF-UNSPON ADR$133,193$133,193
ADR INPEX HLDGS INC ADR ADR$17,029$17,029
ADR INTESA SANPAOLO S P A SPONSORED ADR REPSTG ORD SHS ADR$18$18
ADR ISUZU MTRS LTD$6,113$6,113
ADR ITAU UNIBANCO HLDG SA SPONSORED ADR REPSTG 500 PFD PFD ADR$11,926$11,926
ADR JAPAN EXCHANGE GROUP INC ADR$7,042$7,042
ADR JARDINE MATHESON HLDGS LTD ADR$45,221$45,221
ADR JBS S A SPONSORED ADR$16,779$16,779
ADR JD COM INC SPONSORED ADS REPSTG COM CL A$22,361$22,361
ADR JOYY INC ADS REPSTG COM CL A$8,933$8,933
ADR KB FINL GROUP INC SPONSORED ADR REPSTG 1 COM SH ADR$24,408$24,408
ADR KDDI CORP ADR$60,732$60,732
ADR KERRY GROUP PLC SPONSORED ADR$15,048$15,048
ADR KIRIN HOLDINGS COMPANY LTD SPONSOREDADR$21,170$21,170
ADR KOC HLDG A S ADR ADR$33,105$33,105
ADR KOMATSU LTD SPONSORED ISIN US5004584018$6,931$6,931
ADR KONINKLIJKE AHOLD DELHAIZE N V SPONSORED ADR NEW 2016$47,613$47,613
ADR KT CORP SPONSORED ADR$16,034$16,034
ADR KYOCERA CORP., AMERICAN DEPOSITARY RECEIPT FOR COMMON$32,782$32,782
ADR L OREAL S A ADR$7,953$7,953
ADR LENOVO GROUP LTD SPONSORED ADR$35,830$35,830
ADR LI AUTO INC SPONSORED ADS$39,788$39,788
ADR MACQUARIE GROUP LTD ADR NEW$25,103$25,103
ADR MARUBENI CORP ADR$15,049$15,049
ADR MEITUAN UNSPON ADS EACH REP 2 ORD SHS CL B$5,904$5,904
ADR MITSUBISHI ELEC CORP ADR ISIN #US6067762012$20,247$20,247
ADR MITSUBISHI UFJ FINL GROUP INC SPONSORED ADR$18,486$18,486
ADR MITSUI & CO LTD ADR ISIN #US6068272029$19,447$19,447
ADR MIZUHO FINL GROUP INC SPONSORED ADR$50,878$50,878
ADR MMC NORILSK NICKEL PJSC SPONSORED ADR$3,766$3,766
ADR MOBILE TELE SYSTEMS PUBLIC JOINT STOCK COMPANY$12,903$12,903
ADR MTU AERO ENGINES HLDGS AG ADR$14,896$14,896
ADR MURATA MFG CO LTD ADR$28,942$28,942
ADR NATIONAL AUSTRALIA BK LTD SPONSORED ADR$20,152$20,152
ADR NATIONAL GRID PLC SPONSORED ADR NEW 2017$13,802$13,802
ADR NETEASE INC SPONSORED ADR ADR EACH REPR 25 COM STK USD0.0001$42,015$42,015
ADR NINTENDO LTD ADR$66,197$66,197
ADR NIO INC ADS$17,043$17,043
ADR NIPPON TELEG & TEL CORP SPONSORED ADR$172,371$172,371
ADR NOVARTIS AG$65,731$65,731
ADR NOVO-NORDISK A S ADR$203,383$203,383
ADR NOVO-NORDISK A S ADR$34,345$34,345
ADR ORANGE SPONSORED ADR$86,754$86,754
ADR ORSTED A/S ADR$15,592$15,592
ADR PAN PACIFIC INTL HOLDINGS CORP UNSPON ADS EACH REP 0.25 ORD SHS$25,924$25,924
ADR PDD HOLDINGS INC SPON ADS EACH REP 4 ORD SHS$57,354$57,354
ADR PERUSAHAAN PERSEROAN PERSERO P T TELEKOMUNIKIASI INDONESIA SPONSORED ADR$58,063$58,063
ADR PETROLEO BRASILEIRO SA PETROBRAS SPONSORED ADR$50,896$50,896
ADR PING AN INSURANCE SPONSORED ADR REPSTG 2 H SHS$25,536$25,536
ADR PJSC LUKOIL SPONSORED ADR$8,449$8,449
ADR PLDT INC SPONSORED ADR$41,869$41,869
ADR POSCO HOLDINGS INC ADR EACH REP 1/4 ORD KRW5000 (BNY)$56,400$56,400
ADR PROSUS N.V. ADR NASPERS NEWCO-ADR$3,112$3,112
ADR PT BK CENT ASIA TBK ADR$92,454$92,454
ADR PT BK RAKYAT ADR TO PUR SHS B$13,502$13,502
ADR QIFU TECHNOLOGY INC$5,822$5,822
ADR RIO TINTO PLC SPONSORED ADR$9,829$9,829
ADR ROCHE HLDG LTD SPONSORED ADR ISIN #US771195104$21,521$21,521
ADR ROYAL KPN NV SPONSORED ADR$15,629$15,629
ADR RWE AKTIENGESELLSCHAF$1,048$1,048
ADR RYOHIN KEIKAKU CO LTD ADR$6,023$6,023
ADR SAFRAN ADR$20,653$20,653
ADR SAMPO OYJ ADR ADR$5,678$5,678
ADR SEA LTD ADR$14,337$14,337
ADR SECOM LTD ADR$18$18
ADR SEKISUI HOUSE LTD SPONSORED ADR$33,995$33,995
ADR SENDAS DISTRIBUIDORA S A SPONSORED ADR$19,611$19,611
ADR SEVEN & I HLDGS CO LTD ADR$6,547$6,547
ADR SHIN ETSU CHEM CO LTD ADR$1,672$1,672
ADR SHINHAN FINL GROUP CO LTD SPONSORED ADR$35,489$35,489
ADR SHISEIDO LTD SPONSORED ADR$15,771$15,771
ADR SIBANYE STILLWATER LTD SPONSORED ADR$4,512$4,512
ADR SIEMENS AG COM DM50 (NEW)$14,405$14,405
ADR SINGAPORE AIRLS LTD ADR$30,152$30,152
ADR SINGAPORE TELECOMMUNICATIONS LTD SPONSORED ADR NEW 2006$87,637$87,637
ADR SK TELECOM CO LTD SPONSORED ADR NEW$21$21
ADR SOFTBANK CORP ADR$195,450$195,450
ADR SONY GROUP CORPORATION SPON ADS EACH REPR 1 ORD SHS$48,860$48,860
ADR SOUTH32 LTD SPONSORED ADR$13,927$13,927
ADR SPARK NEW ZEALAND LTD SPONSORED ADR$44,270$44,270
ADR SUMITOMO CORP SPONSORED ADR$17,282$17,282
ADR SUMITOMO METAL MNG CO LTD ADR$10,191$10,191
ADR SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR$11,471$11,471
ADR SUN HUNG KAI PROP LTD NEW$36,148$36,148
ADR SUNTORY BEVERAGE & FOOD LTD ADS$30,977$30,977
ADR SUZANO SA$21,266$21,266
ADR SWIRE PAC LTD SPONSORED ADR REPSTG 1CL A SH$9,899$9,899
ADR TAIWAN SEMICONDUCTOR MANUFACTURING ADS REP 5 TWD10$517,608$517,608
ADR TELECOM ITALIA S P A NEW SPONSORED ADR REPSTG ORD SHS$39,496$39,496
ADR TELEFONICA BRASIL SA ADR$6,225$6,225
ADR TELEFONICA S A SPONSORED$1,724$1,724
ADR TENCENT HLDGS LTD ADR$168,014$168,014
ADR TENCENT MUSIC ENTMT GROUP ADS$1,270$1,270
ADR TESCO PLC SPONSORED ADR NEW$11$11
ADR TIM S A SPON ADS EACH REP 5 ORD SHS WI$1,829$1,829
ADR TOKIO MARINE HLDGS INC ADR COM STK$7,476$7,476
ADR TORAY INDS INC ADR$6,127$6,127
ADR TOTALENERGIES SE SPONSORED ADR$45,751$45,751
ADR TREND MICRO INC SPONSORED ADR NEW$5,925$5,925
ADR TRIP COM GRP LTD$28,196$28,196
ADR TURKCELL ILETISIM HIZMET ADS EACH REPR 2.5 TRADABLE SHS TRY1$14,829$14,829
ADR UMICORE GROUP ADR$14,619$14,619
ADR UNILEVER PLC SPONSORED ADR NEW$17,938$17,938
ADR UNITED MICROELECTRONICS CORP SPONSORED ADR NEW$142,898$142,898
ADR UNITED OVERSEAS BK LTD SPONSORED ADRISIN #US9112713022$45,920$45,920
ADR UOL GROUP LTD SPONSORED ADR$36,820$36,820
ADR VALE S A ADR$39,761$39,761
ADR VIPSHOP HLDGS LTD SPONSORED ADR$29,055$29,055
ADR VIVENDI SE$7,080$7,080
ADR VONOVIA SE ADR$28,377$28,377
ADR WAL-MART DE MEXICO SAB DE CV$37,027$37,027
ADR WEIBO CORP SPONSORED ADR$4,468$4,468
ADR WEST JAPAN RY CO ADR$9,915$9,915
ADR WH GROUP LTD SPONSORED ADR$7,549$7,549
ADR WIPRO LTD SPONSORED ADR REPSTG 1 SH SPONSORED ADR REPSTG 1 SH COM$225,268$225,268
ADR WOLTERS KLUWER N V SPONSORED ADR$62,988$62,988
ADR WOODSIDE ENERGY GROUP LTD SPONSORED ADR$50,131$50,131
ADR WOORI FINL GROUP INC$61,286$61,286
ADR XINYI GLASS HLDGS LTD ADS REPSTG 20 SHS .$2,790$2,790
ADR XPENG INC ADS$14,386$14,386
ADR ZTO EXPRESS CAYMAN INC SPONSORED ADR$20,876$20,876
ADR ZURICH INS GROUP LTD SPONSORED$10,457$10,457
ADVANCED MICRO DEVICES, INC., COMMON STOCK, $.01 PAR$76,506$76,506
ADVANSIX INC COM$2,247$2,247
AEGON LTD AMER REGD CERT$35,724$35,724
AEON CO LTD NPV$31,470$31,470
AGNICO-EAGLE MINES LTD COM NPV$14,919$14,919
AGREE RLTY CORP COM$7,869$7,869
AIA GROUP LIMITED NPV$60,202$60,202
AIR LIQUIDE(L') EUR5.50$49,610$49,610
AIRBNB INC CL A COM USD0.0001 CL A$13,206$13,206
AIRBUS SE EUR1$61,763$61,763
AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1$4,628$4,628
AJINOMOTO CO INC ADR-EACH CNV INTO 10 ORD Y50$14,119$14,119
AKAMAI TECHNOLOGIES INC COM STOCK$30,061$30,061
AKER BP ASA NOK1$16,847$16,847
AKZO NOBEL NV EUR0.50(POST REV SPLIT)$19,671$19,671
ALBERTSONS COS INC CL A CL A$6,164$6,164
ALCON INC$27,998$27,998
ALGONQUIN PWR & UTILS CORP COM$14,391$14,391
ALIGN TECHNOLOGY INC COM$18,358$18,358
ALLIANZ SE NPV(REGD)(VINKULIERT)$53,989$53,989
ALLY FINL INC COM$13,235$13,235
ALPHABET INC CAP STK USD0.001 CL C$729,313$729,313
ALTRIA GROUP INC COM$5,406$5,406
AMAZON COM INC COM$624,625$624,625
AMCOR PLC CDI 1:1$22,078$22,078
AMDOCS ORD GBP0.01$25,400$25,400
AMEREN CORP COMMON STOCK$10,489$10,489
AMERICAN ELECTRIC POWER CO., INC., COMMON STOCK, $6.50 PAR$32,813$32,813
AMERICAN EXPRESS CO., COMMON STOCK, $.60PAR$26,790$26,790
AMERICAN FINL GROUP INC OHIO COM STK$48,269$48,269
AMERICAN TOWER CORP$60,231$60,231
AMERICAN WTR WKS CO INC NEW COM$5,280$5,280
AMERIPRISE FINL INC COM$69,509$69,509
AMGEN INC COMMON STOCK$103,111$103,111
AMPHENOL CORP NEW CL A$28,847$28,847
ANA HOLDINGS INC NPV$17,364$17,364
ANGLO AMERICAN ORD USD0.54945$35,747$35,747
ANGLOGOLD ASHANTI PLC ORD USD1$14,541$14,541
ANZ GROUP HLDGS LTD SPONSORED ADR$14,792$14,792
AON PLC$99,820$99,820
APA GROUP NPV (STAPLED UNITS)$13,822$13,822
APPLE INC COM STK$1,360,802$1,360,802
ARCH CAPITAL GROUP COM STK$11,141$11,141
ARISTA NETWORKS INC COM$13,424$13,424
ARKEMA SA EUR10$14,791$14,791
ARROW ELECTRONICS, INC., COMMON STOCK, $1 PAR$30,074$30,074
ASAHI GROUP HOLDINGS LTD NPV$29,837$29,837
ASE TECHNOLOGY HOLDING CO LTD ADR$12,308$12,308
ASML HOLDING NV EUR0.09$219,135$219,135
ASMPT LIMITED$29$29
ASPEN TECHNOLOGY INC COM USD0.10$6,825$6,825
AT&T INC COM$53,746$53,746
ATLASSIAN CORP CL A$16,174$16,174
ATMOS ENERGY CORP COM$41,376$41,376
AUO CORPORATION FORMERLY AU ADR NEW$20,245$20,245
AUTOMATIC DATA PROCESSING INC COM$25,161$25,161
AUTONATION INC COM$601$601
AUTOZONE INC COMMON STOCK$90,496$90,496
AVIVA PLC ADR NEW$18,809$18,809
AVNET, INC., COMMON STOCK, $1 PAR$13,406$13,406
AXA SA EUR2.29$33,000$33,000
BAKER HUGHES CO$4,170$4,170
BANCO DE CHILE COM ADRS$14,748$14,748
BANK MONTREAL QUE COM$15,435$15,435
BANK N S HALIFAX COM STK$14,850$14,850
BANK OF AMERICA CORP$198,417$198,417
BANNER CORP COM NEW COM NEW$9,641$9,641
BARRICK GOLD CORP$24,458$24,458
BCE INC COM NEW COM NEW$26,975$26,975
BCE INC COM NEW COM NEW$13,389$13,389
BECTON, DICKINSON AND CO., COMMON STOCK,$1 PAR$35,599$35,599
BELLRING BRANDS INC COM USD0.01$7,538$7,538
BERKLEY W R CORP COM$18,316$18,316
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS'B'$208,646$208,646
BILL HOLDINGS INC COM USD0.00001$15,828$15,828
BIOGEN INC COMMON STOCK$48,131$48,131
BIOMARIN PHARMACEUTICAL INC COM ISIN CH0008107010$30,565$30,565
BNP PARIBAS EUR2$3,319$3,319
BOEING CO COM$49,265$49,265
BOOZ ALLEN HAMILTON HLDG CORP CL A COM STK$81,095$81,095
BOSTON SCIENTIFIC CORP COM$87,987$87,987
BRENNTAG SE NPV$61,317$61,317
BRILLIANCE CHINA AUTOMOTIVE HLDGS COM STK USD0.01$3,342$3,342
BRISTOL MYERS SQUIBB CO COMMON STOCK$105,750$105,750
BROADCOM INC COM$291,341$291,341
BUNZL PLC ORD GBP0.32142857$62,016$62,016
BWX TECHNOLOGIES INC COM$7,213$7,213
BXP INC$15,297$15,297
C H ROBINSON WORLDWIDE INC COM NEW COM NEW$48,724$48,724
CADENCE BK COM$18,198$18,198
CADENCE DESIGN SYS INC COM$61,556$61,556
CAMECO CORP COM$38,057$38,057
CAMPBELL SOUP CO COM$65,710$65,710
CANADIAN IMPERIAL BK COMM TORONTO ONT COM STK$58,249$58,249
CANADIAN NAT RES LTD COM CANADIAN NATURAL RESOURCE COM STK$44,619$44,619
CANADIAN NATL RY CO COM$33,920$33,920
CANADIAN PAC KANS CITY LTD$55,105$55,105
CAPITALAND ASCOTT TRUST NPV STAPLES UNITS (REIT)$428$428
CAPITALAND INTEGRATED COMMERCIAL TRUST$2,414$2,414
CAPITALAND INVESTMENT LTD NPV$23,956$23,956
CARDINAL HEALTH INC$7,157$7,157
CARLSBERG AS SER'B'DKK20$34,257$34,257
CARRIER GLOBAL CORPORATION COM USD0.01 WI$45,673$45,673
CASEYS GEN STORES INC COM$275$275
CATERPILLAR INC., COMMON STOCK, NO PAR$59,725$59,725
CATHAY GENERAL BANCORP INC COM$20,680$20,680
CBOE GLOBAL MARKETS INC$110,886$110,886
CDL HOSPITALITY TRUSTS NPV STAPLED UNITS$388$388
CENCORA INC$88,930$88,930
CENOVUS ENERGY INC COM$14,452$14,452
CENTENE CORP DEL COM$44,229$44,229
CF INDS HLDGS INC COM$21,227$21,227
CGI INC COM STOCK$81,158$81,158
CHARLES RIV LABORATORIES INTL INC COM$22,931$22,931
CHARTER COMMUNICATIONS INC NEW CL A CL A$30,706$30,706
CHECK POINT SOFTWARE TECHNOLOGIES ORD ILS.01$88,924$88,924
CHEESECAKE FACTORY INC COM$11,728$11,728
CHEMED CORP NEW COM$17,543$17,543
CHENIERE ENERGY INC COM NEW$13,657$13,657
CHEVRON CORP COM$76,967$76,967
CHINA MERCHANTS BANK H SHS$27,874$27,874
CHIPOTLE MEXICAN GRILL INC COM STK$43,452$43,452
CHUBB LTD ORD CHF24.15$42,262$42,262
CHUBB LTD ORD CHF24.15$63,732$63,732
CHURCH & DWIGHT INC COM$64,395$64,395
CISCO SYSTEMS INC COMMON STOCK$301,806$301,806
CITIGROUP INC COM NEW COM NEW$32,613$32,613
CLOROX CO COMMON STOCK USD 1 PAR$6,987$6,987
CLP HOLDINGS LTD NPV$2,905$2,905
CME GROUP INC COM STK$37,066$37,066
CMS ENERGY CORP COMMON STOCK $10 PAR$19,221$19,221
CNO FINL GROUP INC COM$23,855$23,855
COCA COLA CO COM$33,413$33,413
COCHLEAR LTD ORD NPV$29,551$29,551
COLES GROUP LTD$6,815$6,815
COLGATE-PALMOLIVE CO., COMMON STOCK, $1 PAR$59,464$59,464
COM ALCOA CORPORATION COM USD0.01$34$34
COMCAST CORP NEW-CL A$144,924$144,924
COMMONWEALTH BANK OF AUSTRALIA ORD NPV$53,935$53,935
COMMVAULT SYS INC COM STK$240$240
COMPANHIA PARANAENSE DE ENERGIA - SPONSORED ADR NEW REPSTG$5,198$5,198
CONAGRA BRANDS INC COM USD5$8,913$8,913
CONCENTRIX CORP COM USD0.0001$16,597$16,597
CONOCOPHILLIPS COM$64,071$64,071
CONSOLIDATED EDISON INC COMMON STOCK$146,280$146,280
CONSTELLATION ENERGY CORPORATION COM NPV WI$33,080$33,080
CORTEVA INC COM USD0.01 WI$32,921$32,921
COSTCO WHOLESALE CORP NEW COM$151,158$151,158
CROWDSTRIKE HLDGS INC CL A CL A$14,043$14,043
CROWN CASTLE INC COM$13,823$13,823
CSL LTD ORD NPV$65,916$65,916
CSX CORP COM STK$77,695$77,695
CUBESMART$30,313$30,313
D R HORTON INC COM$46,506$46,506
DAIWA HOUSE INDUSTRY CO NPV$26,757$26,757
DANAHER CORP. COMMON STOCK $.01 PAR$127,931$127,931
DARLING INGREDIENTS INC COMSTK$5,383$5,383
DATADOG INC COM USD0.00001 CL A$14,444$14,444
DBS GROUP HLDGS LTD NPV$38,245$38,245
DECKERS OUTDOOR CORP COM$36,095$36,095
DEERE & CO., COMMON STOCK, $1 PAR$78,774$78,774
DELTA AIR LINES INC DEL COM NEW COM NEW$9,897$9,897
DENSO CORP NPV$4,707$4,707
DESCARTES SYS GROUP INC COM$6,893$6,893
DEUTSCHE BOERSE AG NPV(REGD)$90,030$90,030
DEUTSCHE TELEKOM AG NPV(REGD)$34,670$34,670
DEVON ENERGY CORP NEW COM$18,120$18,120
DEXCOM INC COM$14,270$14,270
DIAGEO PLC SPONSORED ADR NEW$33,502$33,502
DIAMONDBACK ENERGY INC COM$33,342$33,342
DIGITAL RLTY TR INC COM$13,593$13,593
DNB ASA NOK$58,766$58,766
DOLBY LABORATORIES INC CL A COM STK$14,909$14,909
DOLLAR GEN CORP NEW COM$51,389$51,389
DOMINION ENERGY INC COM STK NPV$28,764$28,764
DOMINOS PIZZA INC COM$38,750$38,750
DOORDASH INC CL A COM USD0.00001 CLASS A$13,350$13,350
DR REDDYS LABS LTD ADR REPSTG 1/2 SH$138,255$138,255
DRAFTKINGS INC NEW CL A$5,922$5,922
DT MIDSTREAM INC COM USD0.01 WI$274$274
DTE ENERGY CO COMMON STOCK$331$331
DUKE ENERGY CORP NEW COM NEW COM NEW$106,647$106,647
DYCOM INDS INC COM$12,890$12,890
EAST WEST BANCORP INC COM$10,936$10,936
EATON CORP PLC COM USD0.50$37,086$37,086
EISAI CO LTD NPV$17,257$17,257
ELBIT SYSTEMS LTD$33,480$33,480
ELECTRONIC ARTS COM STOCK$80,855$80,855
ELEVANCE HEALTH INC$68,848$68,848
ELI LILLY & CO COM$429,612$429,612
EMCOR GROUP INC COM$40,932$40,932
ENBRIDGE INC COM$14,192$14,192
ENEL SPA EUR1$52,137$52,137
ENERGIZER HLDGS INC NEW COM$7,381$7,381
ENPHASE ENERGY INC COM$7,400$7,400
ENTAIN PLC EUR0.01$11,255$11,255
EOG RESOURCES INC COM$48,864$48,864
EQT CORP COM$9,162$9,162
EQUINIX INC COM PAR $0.001$23,356$23,356
EQUITY COMMONWEALTH USD0.01( BNF INT)$7,776$7,776
ERIE INDTY CO CL A$39,521$39,521
ESSITY AB SER'B'NPV$25,799$25,799
ESTEE LAUDER COMPANIES INC CL A USD0.01$14,625$14,625
EVEREST GROUP LTD$41,369$41,369
EVERGY INC COM NPV$5,324$5,324
EVERSOURCE ENERGY COM$14,010$14,010
EXELON CORP COM$30,515$30,515
EXPEDITORS INTERNATIONAL WASHINGTON INC., CO$65,126$65,126
EXXON MOBIL CORP COM$145,771$145,771
EXXON MOBIL CORP COM$17,796$17,796
F5 INC COM STK NPV$10,918$10,918
FACTSET RESH SYS INC COM STK$52,476$52,476
FAIR ISAAC CORPORATION COM$30,264$30,264
FAST RETAILING CO LTD NPV$44,674$44,674
FIRST HORIZON CORPORATION COM$17,997$17,997
FIRSTCASH HLDGS INC COM$6,720$6,720
FISERV INC COMMON STOCK$20,192$20,192
FLOWERS FOODS INC COM$11,525$11,525
FLUTTER ENTERTAINMENT PLC ORD EUR0.09$11,842$11,842
FORTESCUE LTD NPV$21,426$21,426
FORTIS INC COM STK$46,312$46,312
FORTIVE CORP COM MON STOCK$9,130$9,130
FOX CORP CL B CL B$1,189$1,189
FRANCO NEV CORP COM STK$73,799$73,799
FREEPORT-MCMORAN INC$23,967$23,967
FTI CONSULTING INC COM$13,542$13,542
FUJIFILM HOLDINGS CORP NPV$42,071$42,071
GALAXY ENTERTAINMENT GROUP LIMITED NPV$33,617$33,617
GALLAGHER ARTHUR J & CO COM$21,813$21,813
GAMING & LEISURE PPTYS INC COM$20,678$20,678
GDR NESTLE S A SPONSORED ADR REPSTG REG SH$131,356$131,356
GDR SWISSCOM SPONSORED ADR$104,713$104,713
GE AEROSPACE$14,295$14,295
GEN DIGITAL INC COM USD0.01$25,262$25,262
GENERAL MILLS INC COM$129,042$129,042
GENERAL MTRS CO COM$16,954$16,954
GENPACT LIMITED COM STK USD0.01$24,991$24,991
GENTEX CORP COM$27,663$27,663
GILEAD SCIENCES INC$163,235$163,235
GIVAUDAN SA CHF10$115,906$115,906
GLENCORE PLC ORD USD0.01$41,171$41,171
GOLDMAN SACHS GROUP INC COM$113,031$113,031
GROCERY OUTLET HLDG CORP COM$5,931$5,931
H WORLD GROUP LTD SPONSORED ADR$6,487$6,487
HALLIBURTON CO COM$19,883$19,883
HANOVER INS GROUP INC COM$14,328$14,328
HEALTHCARE REALTY TRUST INC COM USD0.01 CL A$15,076$15,076
HEALTHEQUITY INC COM$5,967$5,967
HEALTHPEAK OP LLC$14,751$14,751
HENDERSON LAND DEVELOPMENT CO NPV$10,604$10,604
HENKEL AG & CO KGAA NON-VTG PRF NPV$202,822$202,822
HERMES INTERNATIONAL NPV$46,631$46,631
HERSHEY COMPANY COM STK USD1$110,559$110,559
HOLOGIC INC COM$6,431$6,431
HOME DEPOT INC., COMMON STOCK, $.05 PAR$276,893$276,893
HONEYWELL INTL INC COM STK$158,541$158,541
HONG KONG EXCHANGES & CLEARING NPV$26,702$26,702
HORMEL FOODS CORPORATION COMMON STOCK$47,073$47,073
HOWDEN JOINERY GROUP PLC ORD GBP0.10$30,721$30,721
HUMANA INC. COMMON STOCK, $.16 2/3 PAR$121,777$121,777
IBERDROLA SA EUR0.75$60,932$60,932
ICL-ISRAEL CHEMICALS ILS1$10,426$10,426
IDACORP INC COM$40,311$40,311
IDEX CORP COM$56,231$56,231
IDEXX LABS INC COM$24,422$24,422
ILLUMINA INC COM$16,152$16,152
IMPERIAL OIL LTD COM NEW COM NEW$10,409$10,409
INCYTE CORP COM$41,253$41,253
INDIVIOR PLC ORD USD0.5$2,961$2,961
INFORMA PLC (GB) ORD GBP0.001$37,823$37,823
INFOSYS LIMITED ADR$185,454$185,454
ING GROEP N.V. EUR0.01$18,169$18,169
INGREDION INC COM$13,024$13,024
INTEL CORP COM$59,295$59,295
INTERCONTINENTAL EXCHANGE INC COM$92,084$92,084
INTERNATIONAL BANCSHARES CORP COM$1,521$1,521
INTERNATIONAL BUSINESS MACHS CORP COM$74,252$74,252
INTERNATIONAL DISTRIBUTION SERVICES PLC UNSPON ADR EACH REPR 2 ORD$23,139$23,139
INTUIT COM$97,505$97,505
INTUITIVE SURGICAL INC COM NEW STK$73,882$73,882
INVESCO LTD COM STK USD0.20$6,904$6,904
ISHARES 20+ YEAR TREASURY BO$2,698,831$2,698,831
ISHARES GOLD TRUST$6,819,985$6,819,985
ITOCHU CORP ADR-EACH CNV INTO 10 Y50 SHS$46,991$46,991
ITOCHU CORP NPV$122,720$122,720
JABIL INC COM USD0.001$22,168$22,168
JACK HENRY & ASSOC INC COM$58,664$58,664
JACKSON FINANCIAL INC COM USD0.01 CL A$1,430$1,430
JAPAN EXCHANGE GROUP INC NPV$12,695$12,695
JARDINE MATHESON HLDGS USD0.25(SINGAPORE REG)$1,937$1,937
JEFFERIES FINL GROUP INC COM$17,538$17,538
JOHNSON & JOHNSON COM USD1$432,602$432,602
JPMORGAN CHASE & CO COM$275,052$275,052
JUNIPER NETWORKS INC COM$22,759$22,759
KANSAI PAINT CO LTD NPV$22,914$22,914
KAO CORP NPV$19,665$19,665
KDDI CORPORATION NPV$47,221$47,221
KELLANOVA COM USD0.25$77,044$77,044
KER ING$40,109$40,109
KEURIG DR PEPPER INC COM$43,116$43,116
KEYENCE CORP NPV$132,189$132,189
KEYSIGHT TECHNOLOGIES INC COM$103,727$103,727
KIMBERLY-CLARK CORP. COMMON STOCK $5 PAR$49,576$49,576
KIMBERLY-CLARK DE MEXICO SAB D C.V.$28,883$28,883
KINDER MORGAN INC DEL COM$11,731$11,731
KINTETSU GROUP HOLDINGS CO LTD NPV$3,172$3,172
KIRIN HOLDINGS COMPANY LIMITED NPV$17,380$17,380
KLA CORPORATION COM USD0.001$89,520$89,520
KNIGHT-SWIFT TRANSN HLDGS INC CLASS A COMMON STOCK USD0.01$27,384$27,384
KONINKLIJKE AHOLD DELHAIZE NV EUR0.01$56,728$56,728
KRAFT HEINZ CO COM$40,604$40,604
KROGER CO., COMMON STOCK, $1 PAR$126,662$126,662
L3HARRIS TECHNOLOGIES INC COM$61,080$61,080
LANCASTER COLONY CORP. COMMON STOCK $1 PAR$21,797$21,797
LANDSTAR SYS INC COM$8,327$8,327
LAWSON INC NPV$8,937$8,937
LENNAR CORP CL A CL A$38,005$38,005
LENNAR CORP CL B CL B$1,072$1,072
LINCOLN ELEC HLDGS INC COM$31,097$31,097
LINDE PLC$62,839$62,839
LIONS GATE ENTMT CORP VOTING SHARES CL A$5,101$5,101
LITTELFUSE INC COM$36,923$36,923
LOCKHEED MARTIN CORP COM$20,396$20,396
LOEWS CORP COM$37,091$37,091
LONDON STOCK EXCHANGE GROUP ORD GBP0.06918604$40,788$40,788
LOREAL EUR0.20$85,623$85,623
LOWES COS INC COMMON STOCK $.50 PAR$119,287$119,287
LUCID GROUP INC COM$13,624$13,624
LULULEMON ATHLETICA INC COM$49,084$49,084
LVMH MOET HENNESSY VUITTON SE EUR0.30$170,988$170,988
LXP INDUSTRIAL TRUST COM USD0.0001$19,969$19,969
M&G PLC ORD GBP0.05$6,529$6,529
MACQUARIE GROUP LIMITED NPV$61,272$61,272
MADISON SQUARE GARDEN SPORTS CORP$12,910$12,910
MANDATUM OYJ NPV$2,199$2,199
MANHATTAN ASSOCS INC COM$17,010$17,010
MANULIFE FINL CORP COM$21,901$21,901
MARATHON OIL CORP COM$12,781$12,781
MARATHON PETE CORP COM$85,455$85,455
MARRIOTT VACATIONS WORLDWIDE CORP COM$9,168$9,168
MARSH & MCLENNAN CO'S INC., COMMON STOCK, $1 PAR$190,417$190,417
MARUBENI CORP NPV$63,229$63,229
MASCO CORP. COMMON STOCK, $1 PAR$40,858$40,858
MASTERCARD INC CL A$148,852$148,852
MATADOR RES CO COM$10,917$10,917
MC CORMICK & CO., INC., COMMON, NON-VOTING, STOCK, NO PAR$30,926$30,926
MC DONALDS CORP. COMMON STOCK, NO PAR$313,411$313,411
MCKESSON CORP$152,783$152,783
MEDTRONIC PLC COMMON STOCK$989$989
MERCADOLIBRE INC COM STK$29,859$29,859
MERCK & CO INC NEW COM$289,339$289,339
MERITAGE HOMES CORP COM$10,452$10,452
META PLATFORMS INC COM USD0.000006 CL 'A'$321,750$321,750
METLIFE INC COM STK USD0.01$42,588$42,588
METTLER-TOLEDO INTL INC COM$47,305$47,305
MGIC INVT CORP WIS COM$14,930$14,930
MICRON TECHNOLOGY, INC., COMMON STOCK, $.10 PAR$18,092$18,092
MICROSOFT CORP COM$1,276,656$1,276,656
MITSUBISHI CORP NPV$78,548$78,548
MITSUI & CO LTD NPV$68,508$68,508
MODERNA INC COM$28,045$28,045
MOLINA HEALTHCARE INC COM$27,460$27,460
MONDELEZ INTL INC COM$113,425$113,425
MONGODB INC CL A CL A$14,310$14,310
MONSTER BEVERAGE CORP NEW COM$16,361$16,361
MORGAN STANLEY COM STK USD0.01$118,055$118,055
MOTOROLA SOLUTIONS INC$160,928$160,928
MSCI INC COM USD0.01$23,192$23,192
MTR CORPORATION LTD HKD1$39,906$39,906
MURATA MANUFACTURING CO NPV$38,214$38,214
MURPHY USA INC COM$7,131$7,131
NASPERS SPON ADR EACH REP 0.2 ORD SHS (P/S)CL N$20,944$20,944
NATIONAL STORAGE AFFILIATES TR COM SHS BEN INT COM SHS BEN INT$15,468$15,468
NATURGY ENERGY GROUP SA$2,356$2,356
NAVIENT CORP COM$9,533$9,533
NETFLIX INC COM STK$92,507$92,507
NEUROCRINE BIOSCIENCES INC COM$55,603$55,603
NEW ORIENTAL ED & TECH GROUP INC SPONSORED ADR NEW$16,268$16,268
NEWMARKET CORP COM$25,654$25,654
NEWMONT CORPORATION$45,198$45,198
NEXTERA ENERGY INC COM$86,069$86,069
NIKE INC CL B$65,468$65,468
NIPPON STEEL CORPORATION$9,059$9,059
NNN REIT INC$6,422$6,422
NORDEA BANK ABP NPV$24,751$24,751
NORDEA HOLDING ABP$595$595
NORTHROP GRUMMAN CORP COM$68,817$68,817
NORTHWESTERN ENERGY GROUP INC$15,623$15,623
NOVARTIS AG CHF0.49 (REGD)$217,204$217,204
NUTRIEN LTD COM NPV$18,927$18,927
NVIDIA CORP COM$535,333$535,333
NXP SEMICONDUCTORS N V COM STK$58,568$58,568
O REILLY AUTOMOTIVE INC NEW COM USD0.01$73,156$73,156
OCCIDENTAL PETROLEUM CORP$28,183$28,183
OKTA INC CL A CL A$16,024$16,024
OLD DOMINION FREIGHT LINE INC COM$54,720$54,720
OLYMPUS CORP ADR$833$833
OMEGA HEALTHCARE INVS INC REIT$6,469$6,469
ONEOK INC COM STK$23,383$23,383
ONO PHARMACEUTICAL CO LTD ADR$18,002$18,002
ORACLE CORPORATION COM$163,206$163,206
ORIX CORPORATION NPV$33,911$33,911
ORSTED A/S$8,542$8,542
OTIS WORLDWIDE CORP COM USD0.01 WI$26,841$26,841
OTSUKA HLDGS CO LTD ADR$61,475$61,475
OTSUKA HOLDINGS CO LTD$6,153$6,153
OVERSEA-CHINESE BANKING CORPORATION SGD0.5$33,360$33,360
PACCAR INC., COMMON STOCK, $12 PAR$103,411$103,411
PACKAGING CORP AMER COM ISIN US6951561090$56,530$56,530
PALANTIR TECHNOLOGIES INC CL A CL A$13,393$13,393
PALO ALTO NETWORKS INC COM USD0.0001$24,180$24,180
PAN AMERN SILVER CORP COM$15,546$15,546
PAYPAL HLDGS INC COM$38,565$38,565
PEMBINA PIPELINE CORPORATION COMMON STOCK$6,574$6,574
PEPSICO INC COM$204,148$204,148
PERNOD RICARD NPV EUR 1.55$65,999$65,999
PFIZER INC COM$52,858$52,858
PG& E CORP COMMON STOCK$10,872$10,872
PHILIP MORRIS INTL COM STK NPV$14,394$14,394
PHILLIPS 66 COM$46,998$46,998
PICC PROPERTY & CASUALTY CO 'H'CNY1$54,690$54,690
PINNACLE WEST CAPITAL CORP COMMON STOCK$6,035$6,035
PLEXUS CORP COM$16,328$16,328
PORTLAND GENERAL ELECTRIC CO COM NEW COMNEW$5,287$5,287
PROCTER & GAMBLE COM NPV$206,035$206,035
PROGRESSIVE CORP., OHIO, COMMON STOCK, $1 PAR$87,604$87,604
PROLOGIS INC COM$56,253$56,253
PT BANK MANDIRI TBK UNSPON ADR$82,897$82,897
PULTE GROUP INC$19,612$19,612
PUMA SE NPV$5,023$5,023
PURE STORAGE INC CL A CL A$6,062$6,062
QUAKER CHEM CORP COM$16,220$16,220
QUALCOMM INC COM$53,513$53,513
QUANTA SVCS INC COM$28,054$28,054
QUEST DIAGNOSTICS INC COM$13,926$13,926
RADIAN GROUP INC COM$25,267$25,267
RANGE RES CORP COM$7,762$7,762
REALTY INCOME CORP COM$14,412$14,412
REGENERON PHARMACEUTICALS INC COM$112,421$112,421
RELX PLC$156,365$156,365
RENAISSANCE RE HLDGS LTD COMMON STOCK$6,272$6,272
REPUBLIC SVCS INC COM$201,520$201,520
RESTAURANT BRANDS INTL INC COM NPV$20,939$20,939
REYNOLDS CONSUMER PRODS INC COM$9,501$9,501
RIVIAN AUTOMOTIVE INC$25,829$25,829
RLI CORP COM$34,744$34,744
ROBLOX CORP COM USD0.0001 CL A$14,859$14,859
ROCHE HOLDINGS AG GENUSSCHEINE NPV$240,535$240,535
ROGERS COMMUNICATIONS INC CL B NON VTG CL B$10,907$10,907
ROGERS COMMUNICATIONS INC CL B NON VTG CL B$20,081$20,081
ROLLINS INC COM$26,333$26,333
ROLLS ROYCE HOLDINGS PLC SPONSORED ADR$13,487$13,487
ROPER TECHNOLOGIES INC$116,666$116,666
ROYAL BK CDA MONTREAL QUE COM NPV$8,596$8,596
ROYAL CARIBBEAN GROUP COM STK$37,941$37,941
ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG ORD SH$50,929$50,929
ROYAL GOLD INC COM STK USD0.01$3,387$3,387
RTX CORPORATION COMSTK$50,484$50,484
RWE AG NPV$13,692$13,692
RYMAN HOSPITALITY PPTYS INC COM$22,452$22,452
SAIA INC COM STK$25,855$25,855
SALESFORCE INC COM USD0.001$74,469$74,469
SANDOZ GROUP AG CHF0.05$13,825$13,825
SANDOZ GROUP AG SPONSORED ADS$4,161$4,161
SANMINA CORP COM$16,644$16,644
SANOFI SPONSORED ADR$14,322$14,322
SANOFI SPONSORED ADR$10,941$10,941
SANTEN PHARMACEUTICAL CO NPV$11,281$11,281
SAP SE-SPONSORED ADR$13,295$13,295
SAP SE-SPONSORED ADR$2,628$2,628
SBA COMMUNICATIONS CORP COM USD0.01 CL A$24,608$24,608
SCHLUMBERGER LTD COM COM$37,625$37,625
SCHNEIDER ELECTRIC SE EUR4.00$160,241$160,241
SCHNEIDER NATL INC WIS CL B CL B$9,976$9,976
SCHWAB CHARLES CORP COMMON STOCK NEW$56,210$56,210
SCHWAB U. S. TIPS ETF$2,695,712$2,695,712
SEABOARD CORP DEL COM$14,280$14,280
SEI INVTS CO COM$34,253$34,253
SEKISUI HOUSE NPV$44,432$44,432
SELECTIVE INS GROUP INC COM$6,267$6,267
SERVICENOW INC COM USD0.001$72,768$72,768
SEVEN & I HOLDINGS CO LTD NPV$3,850$3,850
SEVERN TRENT ORD GBP0.9789$16,767$16,767
SGS SA CHF0.04 (REGD)$51,713$51,713
SHIN-ETSU CHEMICAL CO NPV$104,926$104,926
SHOPIFY INC CL A SHOPIFY INC$65,358$65,358
SIKA AG CHF0.01 (REG)$144,712$144,712
SIMON PROPERTY GROUP INC COM$29,099$29,099
SINGAPORE AIRLINES NPV$46,747$46,747
SKYWORKS SOLUTIONS INC COM$34,176$34,176
SMC CORP NPV$31,168$31,168
SMUCKER J M CO COM NEW$87,708$87,708
SNAM SPA UNSP ADR EA REPR 2 ORD SHS$10,897$10,897
SNOWFLAKE INC CL A CL A$14,925$14,925
SODEXHO EUR4$38,296$38,296
SOFTBANK GROUP CORP$65,349$65,349
SONOVA HOLDING AG COMMON STOCK$50,534$50,534
SOUTHERN CO., COMMON STOCK, $5 PAR$104,829$104,829
SOUTHERN COPPER CORP DEL COM$25,821$25,821
SPROUTS FMRS MKT INC COM$4,378$4,378
SPX TECHNOLOGIES INC COM$20,202$20,202
SSE PLC GBP0.50$23,140$23,140
SSR MNG INC COM NPV$13,956$13,956
STANDARD BANK GROUP LIMITED ZAR0.1$10,936$10,936
STARBUCKS CORP COM$57,606$57,606
STELLANTIS N.V$44,798$44,798
STRYKER CORP$88,341$88,341
SUGI HOLDINGS CO.LTD. NPV$11,862$11,862
SUMITOMO CORP NPV$56,729$56,729
SUMITOMO MITSUI TRUST GROUP INC$15,434$15,434
SUN COMMUNITIES INC COMMON STOCK$14,301$14,301
SUNCOR ENERGY INC NEW COM$14,584$14,584
SUNSTONE HOTEL INVS INC NEW COM$10,065$10,065
SVENSKA CELLULOSA AB-SCA SER'B'NPV$15,593$15,593
SYNOPSYS INC COM$58,700$58,700
SYNOVUS FINL CORP COM NEW COM NEW$21,536$21,536
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS$9,861$9,861
TANDEM DIABETES CARE INC COM NEW COM USD0.001(POST REV SPLT)$17,038$17,038
TC ENERGY CORPORATION COM NPV$15,988$15,988
TD SYNNEX CORPORATION COM USD0.001$18,186$18,186
TECK RESOURCES LIMITED$25,531$25,531
TEGNA INC COM$5,692$5,692
TELEFLEX INC., COMMON STOCK, $1 PAR$21,443$21,443
TELSTRA GROUP LTD SPONSORED ADR$13,563$13,563
TESLA INC COM USD0.001$317,557$317,557
THE CIGNA GROUP$62,885$62,885
THE TRADE DESK INC COM CL A COM CL A$8,923$8,923
THERMO FISHER SCIENTIFIC INC COM USD1$124,736$124,736
THOMSON REUTERS CORP FORMERLY COM NO PAR$65,214$65,214
THUNGELA RESOURCES LTD NPV (DI)$1,156$1,156
TJX COS INC COMMON NEW$106,005$106,005
TKO GROUP HLDGS INC COM$2,040$2,040
T-MOBILE US INC COM$107,902$107,902
TOKIO MARINE HOLDINGS INC NPV$49,413$49,413
TOPBUILD CORP COM$24,327$24,327
TOWER SEMICONDUCTOR LTD$15,291$15,291
TOYOTA MOTOR CORP NPV$157,657$157,657
TRANE TECHNOLOGIES PLC COM USD1$37,073$37,073
TRANSURBAN GROUP STAPLED UNITS NPV$16,848$16,848
TRAVELERS COS INC COM STK$11,620$11,620
TREASURY WINE ESTATES LTD SPONSORED ADR$14,337$14,337
TSINGTAO BREWERY CO SER'H'CNY1$26,842$26,842
TWILIO INC CL A CL A$14,567$14,567
TXNM ENERGY INC COM NPV$89,523$89,523
TYSON FOODS, INC., CLASS A COMMON STOCK,$2 PAR (DELAWARE)$14,620$14,620
UBER TECHNOLOGIES INC COM USD0.00001$40,513$40,513
UBS GROUP AG COMMON STOCK$9,919$9,919
UBS GROUP AG USD0.10 (REGD)$38,763$38,763
UGI CORP NEW COM$15,203$15,203
ULTA BEAUTY INC COM STK USD0.01$23,520$23,520
ULTRAGENYX PHARMACEUTICAL INC COM$15,015$15,015
UNIBAIL-RODAMCO CDI 20:1$8,106$8,106
UNICREDIT SPA NPV$42,359$42,359
UNION PAC CORP COM$96,037$96,037
UNITED OVERSEAS BANK LTD NPV$33,775$33,775
UNITED RENTALS INC COM$29,818$29,818
UNITED THERAPEUTICS CORP DEL COM STK$25,727$25,727
UNITED UTILITIES GROUP PLC ORD GBP0.05$28,890$28,890
UNITEDHEALTH GROUP INC COM$367,476$367,476
UNITY SOFTWARE INC COM$16,806$16,806
UNIVERSAL HEALTH SERVICES, INC., CLASS B COMMON STOCK, $.01 PAR$17,683$17,683
UOL GROUP LIMITED SGD1$23,804$23,804
VALERO ENERGY CORP COM STK NEW$24,570$24,570
VENTAS INC REIT$30,452$30,452
VERALTO CORP COM$15,136$15,136
VERISIGN INC COM$16,271$16,271
VERIZON COMMUNICATIONS COM$175,607$175,607
VERTEX PHARMACEUTICALS INC COM$232,334$232,334
VESTAS WIND SYSTEMS DKK0.20$23,658$23,658
VINCI EUR2.50$55,891$55,891
VISA INC COM CL A STK$357,200$357,200
VISHAY INTERTECHNOLOGY INC COM STK$16,731$16,731
VITESCO TECHNOLOGIES GRP AG NPV$2,419$2,419
VITESSE ENERGY INC COM$1,116$1,116
VOLKSWAGEN AG NON VTG PRF NPV$126,464$126,464
VOLVO(AB) SER'B'NPV$56,870$56,870
VORNADO RLTY TR COMMON STOCK$31,329$31,329
W P CAREY INC COM$14,193$14,193
WALGREENS BOOTS ALLIANCE INC COM$15,562$15,562
WALMART INC COM$221,656$221,656
WALT DISNEY CO$33,046$33,046
WARNER BROS DISCOVERY INC$9,958$9,958
WASTE CONNECTIONS INC COM$51,946$51,946
WASTE MGMT INC. DEL COM STK$217,248$217,248
WEC ENERGY GROUP INC COM$86,106$86,106
WELLS FARGO & CO NEW COM STK$140,425$140,425
WELLTOWER INC COM REIT$9,378$9,378
WERNER ENTERPRISES INC COM$15,084$15,084
WESCO INTL INC COM$11,476$11,476
WESFARMERS LTD ORD NPV$24,131$24,131
WEST PHARMACEUTICAL SVCS INC COM$40,846$40,846
WESTERN ALLIANCE BANCORPORATION COM$10,790$10,790
WHARF REAL ESTATE INVESTMENT CO LTD HKD0.1$10,582$10,582
WHARF(HLDGS) NPV$10,081$10,081
WHEATON PRECIOUS METALS CORP COM$6,612$6,612
WHITE MOUNTAINS INSURANCE GROUP COM STOCK$9,030$9,030
WILLIAMS COMPANY INC COMMON STOCK $1 PAR$72,412$72,412
WILLIS TOWERS WATSON PLC COM USD0.000115$17,849$17,849
WILMAR INTERNATIONAL LTD NPV$11,646$11,646
WK KELLOGG CO COM$4,520$4,520
WORKDAY INC CL A COM USD0.001$13,527$13,527
WORTHINGTON ENTERPRISES INC$16,862$16,862
WORTHINGTON STL INC COMMON STOCK$8,233$8,233
XCEL ENERGY INC COM$88,717$88,717
YUE YUEN INDUSTRIAL HLDGS HKD0.25$2,075$2,075
YUM BRANDS INC COM$31,750$31,750
ZOETIS INC COM USD0.01 CL 'A'$14,013$14,013
ZOOM VIDEO COMMUNICATIONS INC CL A CL A$13,807$13,807
#REORG FERGUSON MERGER FERGUSON 2Z11AF4 08-01-2024$20,465$20,465
#REORG PANASONIC EXCHANGE PANASONIC '2W1EAC4 04-01-2024$945$945
#REORG PIONEER NAT RES CO MERGER EXXON MOBIL 2313586 05-03-2024$33,732$33,732
#REORG TOSHIBA EXCHANGE 04-29-2024$9,234$9,234
#REORG/FLUTTER ENTMT PLC EXCHANGE 08-29-2024$5,861$5,861
#REORG/LAM EXCHANGE LAM 271VAC4 10-03-2024$83,026$83,026
#REORG/SPIRIT REALTY MERGER REALTY INCOME 2756832 01-23-2024$1,966$1,966

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (25 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AG ASIA REALTY HOLDINGS, LPFMV$6,458$6,458
AG GROWTH CAPITAL PARTNERS I, L.P.FMV$696,298$696,298
AP EUROPE VII PRIVATE INVESTORS (JP MORGAN ST)FMV$21,396$21,396
APOLLO INVESTMENT FUNDFMV$2,942$2,942
BLACKROCK MULTI STRATEGYFMV$7,188,644$7,188,644
CCP II DEBT ACQUISITION LPFMV$70,126$70,126
CCP II PWD-TFK AIV HOLDINGS, LPFMV$5,100$5,100
CENTERBRIDGE CAPITAL PARTNERSFMV$312,571$312,571
CENTERBRIDGE CAPITAL PARTNERS II LPFMV$155,104$155,104
CENTERBRIDGE II (CAYMAN)FMV$97,874$97,874
GREENHILL CAPITAL PARTNERS III LPFMV$789,281$789,281
IR&M INTERMEDIATEFMV$19,831,415$19,831,415
LC ASIA PRIVATE INVESTORS LPFMV$188,058$188,058
RIVERSTONE GLOBAL ENERGY AND PPI OFFSHORE IV, L.PFMV$2,910$2,910
ROCKLAND POWER PARTNERS LPFMV$37,571$37,571
SHEPHERD SELECT - NORTHERN TRUST INTLFMV$13,620$13,620
SUMMIT ROCK DIVERSIFIED STRATEGIES OFFSHOREFMV$29,262,305$29,262,305
SUMMIT ROCK HEDGED EQUITY OFFSHOREFMV$25,330,246$25,330,246
SUMMIT ROCK PRIVATE EQUITY IIFMV$10,628,713$10,628,713
SUMMIT ROCK PRIVATE EQUITY IIIFMV$16,518,683$16,518,683
SUMMIT ROCK PRIVATE EQUITY IVFMV$11,718,463$11,718,463
SUMMIT ROCK PRIVATE EQUITY VFMV$6,885,220$6,885,220
SUMMIT ROCK PRIVATE EQUITY VIFMV$275,663$275,663
SUMMIT ROCK SELECT EQUITY OFFSHOREFMV$39,214,455$39,214,455
TRIBECA VENTURE FUND I LPFMV$1,841,543$1,841,543

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (4 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
LAND$100,000$0$100,000$100,000
BUILDING AND IMPROVEMENTS$516,878$266,706$250,172$250,171
COMPUTER SOFTWARE$104,752$104,752$0
FURNITURE AND EQUIPMENT$147,035$114,416$32,619$32,620

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryMISCELLANEOUS LEGAL FEESCategoryTxt
Legal Fees$14,098LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$14,098DisbursementsCharitablePrpsAmt

Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch

Note Payable NotePayableGrp

Lender Name LenderNameGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE NORTHERN TRUST COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Loan Original$6,936,892LoanOriginalAmt
Balance Due$1,936,892BalanceDueAmt
Note2020-03NoteDt
Loan Maturity2024-03LoanMaturityDt
Repayment TermsREPAYMENT DUE MARCH 18, 2024RepaymentTermsTxt
Interest1.000000000000InterestRt
Security Provided BorrowerINVESTMENT ACCOUNTSSecurityProvidedBorrowerTxt
Loan PurposeGRANT PAYMENTSLoanPurposeTxt
Lender ConsiderationCASHLenderConsiderationDesc

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DUE FROM INVESTMENT MANAGERS$971,870$110,082$110,082
$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EVENTS AND MEETINGS$9,610$0$9,610
REPAIRS AND MAINTENANCE$15,109$0$15,547
COMPUTER EXPENSE$39,626$0$40,060
OTHER EXPENSE$15,156$0$9,661
SUPPLIES$5,336$0$5,789
INSURANCE$17,673$0$17,170

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PASS-THRU SHARE OF INCOME FROM PARTNERSHIP INVESTMENTS$234,181$169,025$234,181
OIL AND GAS ROYALTY INCOME$1,195$1,195$1,195
CLASS ACTION SETTLEMENT$6,098$6,098$6,098

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTS NET OF CHANGE IN DEF EXCISE TAX OF ($247,957)Desc
Amt$17,590,717Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEF. EXCISE TAX PAYABLEDesc
BOY Book Value$710,871BOYBookValueAmt
EOY Book Value$958,828EOYBookValueAmt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (3 entries)

Loan OriginalLoanOriginalAmtBalance DueBalanceDueAmtNoteNoteDtLoan MaturityLoanMaturityDtRepayment TermsRepaymentTermsTxtInterestInterestRtSecurity Provided BorrowerSecurityProvidedBorrowerTxtLoan PurposeLoanPurposeTxtLender ConsiderationLenderConsiderationDescConsideration FMVConsiderationFMVAmt
OMEGA INSTITUTE FOR HOLISTIC STUDIES INC
$150,000$150,0002023-102024-05REPAYMENT DUE MAY 31, 20240.000000000000CASH FLOW PROJECTIONSCASH FLOW LOAN PROGRAMCASH$0
COVECARE CENTER
$150,000$150,0002023-122024-12REPAYMENT DUE DECEMBER 31, 20240.000000000000CASH FLOW PROJECTIONSCASH FLOW LOAN PROGRAMCASH$0
COMMON GROUND FARM
$80,767$80,7672023-092024-10REPAYMENT DUE OCTOBER 31, 20240.000000000000CASH FLOW PROJECTIONSCASH FLOW LOAN PROGRAMCASH$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT AND CUSTODIAL FEES$587,378$587,378$0
INVESTMENT CONSULTANT AND ADMINISTRATION FEES$712,375$712,375$0
OTHER INVESTMENT RELATED FEES$756,529$756,529$0
PROGRAM CONSULTING FEES$46,520$0$46,520

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL AND STATE EXCISE TAXES$88,443$0$0
FOREIGN WITHHOLDING AND OTHER TAXES$83,386$83,386$0