THE WALLACE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE WALLACE FOUNDATION (EIN 13-6183757)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202423199349105912
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T16:33:31+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Park Ave | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136183757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Wallace Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALL | BusinessNameControlTxt |
| Phone | 2122519700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 Broadway 49 Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ingrid Rasmussen | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2122519751 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Evan W Seekamp | PreparerPersonNm |
| PTIN | P10907071 | PTIN |
| Phone | 6314256023 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,706,055,092 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $2,212,675 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,212,675 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,969,877 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,969,877 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,093,957 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $504,391,204 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $85,013,402 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $2,022,873 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$83,305 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $57,299,382 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $94,112,649 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,064,411 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $963,244 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,099,022 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $7,267,568 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $1,013,096 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,310,480 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,176,665 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $451,683 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,805,230 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $277,263 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $42,998 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $244,233 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $203,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $101,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $51,457 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,494,579 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,126,166 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,535,419 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $296,203 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $962,124 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $526,278 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $597,224 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $1,800,222 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $176,492 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,635,261 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $440,011 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $81,914 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $329,167 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $55,711 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,133 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $53,210 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,044,059 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $97,671 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,084,025 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,679,540 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,582,425 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,147,504 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,895,714 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,371,994 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $89,575,254 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,582,425 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $84,519,498 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$32,275,872 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,530,224 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $33,274,710 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,369,962 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,369,962 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $248,764 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $385,711 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $385,711 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $83,973,686 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $22,884,195 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $22,884,195 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $133,963,020 | CorporateStockBOYAmt |
| Corporate Stock EOY | $71,267,377 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $71,267,377 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $99,545,029 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $146,689,417 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $146,689,417 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,293,239,768 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,395,114,997 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,395,114,997 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,144,432 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,419,081 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,310,156 | LandBOYAmt |
| Land EOY | $6,725,351 | LandEOYAmt |
| Land EOYFMV | $6,725,351 | LandEOYFMVAmt |
| Other Assets BOY | $17,585,051 | OtherAssetsBOYAmt |
| Other Assets EOY | $17,618,082 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $17,618,082 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,669,140,184 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,706,055,092 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,706,055,092 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,427,882 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,054,924 | AccountsPayableEOYAmt |
| Grants Payable BOY | $6,559,760 | GrantsPayableBOYAmt |
| Grants Payable EOY | $5,955,155 | GrantsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $25,000,000 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $23,364,911 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $23,376,260 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $57,352,553 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,386,339 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,611,787,631 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,674,668,753 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,611,787,631 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,674,668,753 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,669,140,184 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,706,055,092 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,611,787,631 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$32,275,872 | ExcessRevenueOverExpensesAmt |
| Other Increases | $95,156,994 | OtherIncreasesAmt |
| Subtotal | $1,674,668,753 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,674,668,753 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Publicly Traded Securities | P | $422,168,801 | $416,470,703 | $5,698,098 | $0 | $5,698,098 |
| Liquidated Partnerships | P | $18,700,637 | $22,543,171 | -$3,842,534 | $0 | -$3,842,534 |
| Foreign Corporations | P | $65,396,547 | $55,395,293 | $10,001,254 | $0 | $10,001,254 |
| Partnerships and Alternative Investments | P | $133,590,853 | $60,386,285 | $73,204,568 | $0 | $73,204,568 |
| Net Capital losses on Foreign exchange contracts | P | $47,984 | -$47,984 | $0 | -$47,984 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $85,013,402 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,188,870 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,188,870 | SubtotalAmt |
| Tax Based On Investment Income | $1,188,870 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,200,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,200,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,011,130 | OverpaymentAmt |
| Applied To ES Tax | $1,011,130 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.wallacefoundation.org | WebsiteAddressTxt |
| Individual With Books | Ingrid Rasmussen CFO | IndividualWithBooksNm |
| Phone | 2122519700 | PhoneNum |
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Anne Dinneen | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.000 | $0 | $0 | $0 |
| Richard L Kauffman | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.000 | $0 | $0 | $0 |
| Kent McGuire | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.000 | $0 | $0 | $0 |
| Jorge Ruiz de Velasco | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.000 | $0 | $0 | $0 |
| Amor Towles | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.000 | $0 | $0 | $0 |
| Kelly Ungeman | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.000 | $0 | $0 | $0 |
| Daniel Weiss | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.000 | $0 | $0 | $0 |
| Mary Beth West | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.000 | $0 | $0 | $0 |
| Geraldine Sutera | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Legal/HR Assoc. & Asst Corp Secretary | 40.000 | $93,324 | $54,817 | $0 |
| Kenneth Austin | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | General Counsel & Corp Secretary | 50.000 | $368,182 | $71,728 | $0 |
| Thomas Lenehan | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | CIO & Asst Treasurer | 50.000 | $833,419 | $134,498 | $0 |
| Stacy J Martin | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | CFO & Treasurer | 50.000 | $434,583 | $77,807 | $0 |
| William I Miller | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | President & Director | 50.000 | $912,204 | $158,871 | $0 |
| Talia Shaull | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | CHRO | 50.000 | $350,814 | $93,007 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Giselle Antoni | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | VP-Youth Development | 50.000 | $331,947 | $91,560 | $0 |
| Bronwyn Bevan | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | VP - Research | 50.000 | $372,792 | $78,981 | $0 |
| Bahia Ramos | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | VP - Arts | 50.000 | $331,941 | $67,326 | $0 |
| Joyce Zhang | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Sr Officer - Invest. | 50.000 | $298,612 | $85,853 | $0 |
| Signe Conway | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Officer - Invest. | 40.000 | $333,033 | $64,992 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 36 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| The Hatcher Group | |||||
| 4340 East West Highway Suite 912 | Bethesda | MD | 20814 | Communication Consulting Services | $794,434 |
| Community Wealth Partners Inc | |||||
| 1030 15th Street NW Suite 1050 | Washington | DC | 20005 | Learning & Enrichment Consulting Services | $720,781 |
| Acronym Media Inc | |||||
| 350 5th Ave Suite 6520 | New York | NY | 10118 | Communication Consulting Services | $517,956 |
| Mathematica Policy Research Inc | |||||
| 600 Alexander Park | Princeton | NY | 08540 | Research and Consulting Services | $510,565 |
| Crocus LLC | |||||
| 810 7th St NE Ste 261 | Washinton | DC | 20002 | Education Leadership Consulting Services | $464,676 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 51 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TECHNICAL ASSISTANCE: Provide coordination and facilitation of learning communities and technical assistance to Grantees participating in our Youth Arts, Education Leadership, and Out of School Time initiatives. | Description1Txt |
| Expenses1 | $2,376,908 | Expenses1Amt |
| Description2 | DISSEMINATION: Through conference presentations, webinars, print advertising and media outreach, share Wallace research findings with non-grantee audiences, who can use the findings to improve their own work. | Description2Txt |
| Expenses2 | $2,238,822 | Expenses2Amt |
| Description3 | RESEARCH: Commission research and evaluation studies to inform and support the implementation of Wallace initiatives and provide insights about practice improvements for the field. | Description3Txt |
| Expenses3 | $930,780 | Expenses3Amt |
| Description4 | POLICY: Public policy engagement activities include, within the constraints of the law, sharing evidence of what works and encouraging states to seek ESSA funding for evidence-based leadership work. | Description4Txt |
| Expenses4 | $447,223 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,610,533,380 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,118,597 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $941,046 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,664,593,023 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,664,593,023 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,968,895 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,639,624,128 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $81,981,206 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $81,981,206 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,188,870 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,188,870 | TotalTaxAmt |
| Distributable Before Adj | $80,792,336 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $80,792,336 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $80,792,336 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $84,519,498 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $6,795 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $84,526,293 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $80,792,336 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $26,287,754 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $84,526,293 | QualifyingDistributionsAmt |
| Applied To Year1 | $26,287,754 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,238,539 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $22,553,797 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (214 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 1Hood Media Academy | |||||||
| 460 Melwood Avenue Suite 207 | Pittsburgh | PA | 15213 | PC | To participate in the Wallace Arts Initiative that will support arts organizations of color. | $347,000 | |
| 30000 Feet | |||||||
| 2355 Highway 36 West Suit 400 | Roseville | MN | 55113 | PC | To participate in Advancing Opportunities for Adolescents | $175,000 | |
| Afterschool Alliance | |||||||
| 1616 H Street NW Suite 820 | Washington | DC | 20006 | PC | To support Afterschool Alliance as a communications partner. | $175,000 | |
| American Association of Museums | |||||||
| 2451 Crystal Drive Suite 1005 | Arlington | VA | 22202 | PC | To support AAM as a communications partner. | $100,000 | |
| American Association of Colleges for Teacher Education | |||||||
| 1307 New York Avenue NW Suite 300 | Washington | DC | 200054701 | PC | To support AACTE as a communications partner. | $150,000 | |
| American Association of School Administrators Inc | |||||||
| 1615 Duke Street | Alexandria | VA | 22314 | PC | To support AASA as a communications partner. | $175,000 | |
| American Institutes for Research in the Behavioral Sciences | |||||||
| 1000 Thomas Jefferson Street NW | Washington | DC | 200073835 | PC | To support a study of how a range of districts from across the state of Texas incorporate evidence-based strategies in the design and implementation of summer learning programs. | $500,374 | |
| American Institutes for Research in the Behavioral Sciences | |||||||
| 1000 Thomas Jefferson Street NW | Washington | DC | 200073835 | PC | To support the Youth Fields Workforce Study, including a national survey and up to 10 case studies. | $659,974 | |
| American Institutes for Research in the Behavioral Sciences | |||||||
| 1000 Thomas Jefferson Street NW | Washington | DC | 200073835 | PC | To conduct an analysis of the cost and revenue associated with a range of high-quality afterschool and summer programs. | $143,261 | |
| American Institutes for Research in the Behavioral Sciences | |||||||
| 1000 Thomas Jefferson Street NW | Washington | DC | 200073835 | PC | To provide expert consulting on its process of investigating several different aspects of the OST space. | $46,152 | |
| American Institutes for Research in the Behavioral Sciences | |||||||
| 1000 Thomas Jefferson Street NW | Washington | DC | 200073835 | PC | Studying Community Efforts to Engage Middle and High School Youth in Out-of-School Time Learning Opportunities. | $449,207 | |
| Arab Community Center for Economic & Social Services | |||||||
| 2651 Saulino Court | Dearborn | MI | 48120 | PC | To participate in the Wallace Arts Initiative that will support arts organizations of color. | $600,000 | |
| Arizona State University Foundation for A New American University | |||||||
| PO Box 2260 | Tempe | AZ | 852602260 | PC | Planning phase for the new Arts initiative Community Orientation Study | $352,695 | |
| Arts Administrators of Color Network | |||||||
| 1001 3rd Street SW | Washington | DC | 20024 | PC | To create a survey that will address a knowledge gap on the aspirations, needs, and perspectives of arts administrators and artists of the global majority. | $39,000 | |
| The Arts for Healing and Justice Network | |||||||
| 2727 E Anaheim St PO Box 4722 | Long Beach | CA | 90804 | To participate in Advancing Opportunities for Adolescents | $225,000 | ||
| Arts Midwest Incorporated | |||||||
| 2908 Hennepin Avenue Suite 200 | Minneapolis | MN | 554081954 | PC | To fund a broader group of smaller Arts organizations by re-granting through intermediaries | $1,000,000 | |
| Asian American-Pacific Islanders in Philanthropy Inc | |||||||
| 211 Sutter Street Suite 600 | San Francisco | CA | 94108 | PC | For general operating support. | $20,000 | |
| Association of Arts Administration Educators Inc | |||||||
| 37 Kneeland St | Cranston | RI | 02905 | PC | To support AAAE as a communications partner. | $25,000 | |
| Association of Black Foundation Executives Inc | |||||||
| 55 Exchange Place 4th FL | New York | NY | 10005 | PC | For general operating support. | $25,000 | |
| Association of Performing Arts Professionals Inc | |||||||
| 919 18th Street NW Suite 650 | Washington | DC | 20006 | PC | To support APAP as a communications partner. | $100,000 | |
| Adams Arapahoe School District 28J | |||||||
| 15701 East 1st Avenue Suite 106 | Aurora | CO | 80011 | GOV | To participate in Advancing Opportunities for Adolescents | $175,000 | |
| Barnard College | |||||||
| Dr Debora L Spar President- Barnard | New York | NY | 10027 | PC | For general operating support in honor of Jody Spiro '74. | $20,000 | College |
| Beyond Differences | |||||||
| PO Box 9070 | San Rafael | CA | 94912 | PC | To support learning opportunities and thought partnership with other NOMY grantees and with Wallace | $5,000 | |
| BlackStar Projects | |||||||
| 1901 South Ninth Street Suite 414 | Philadelphia | PA | 19148 | PC | To participate in Year Two of the Advancing Well-Being in the Arts Initiative that will support arts organizations of color. | $585,000 | |
| Boston After School & Beyond Inc | |||||||
| 89 South Street Suite 601 | Boston | MA | 02111 | PC | To provide 25% of a total $1M matching commitment for this grantee's application to the Massachusetts Department of Education grant project to support the planning and implementation of SEL-infused Summer Learning programs that include academics and enrichment during Summer 2023. | $250,000 | |
| Cambridge Friends School Inc | |||||||
| 5 Cadbury Road | Cambridge | MA | 02140 | PC | General operating support in honor of Wallace's Vice President of Communications Lucas Held upon his retirement. | $1,000 | |
| Camden FireWorks Incorporated | |||||||
| 1813 S Broadway | Camden | NJ | 08104 | PC | To design a study 'Measuring Artistic Vitality Through a Black Feminist Lens', in partnership with research partner the Smithsonian Center for Folklife and Cultural Heritage | $26,930 | |
| Candid | |||||||
| 32 Old Slip Fl 24 | New York | NY | 10005 | PC | For general operating support. | $50,000 | |
| Capitol Region Education Council | |||||||
| 111 Charter Oak Avenue | Hartford | CT | 06106 | GOV | To support the Passage to Purpose partnership's participation in Advancing Opportunities for Adolescents | $175,000 | |
| Cave Canem Foundation Inc | |||||||
| 20 Jay Street Suite 310-A | Brooklyn | NY | 11201 | PC | To conduct a mixed-methods study investigating the organizational needs, strategies, and models that enable Black literary arts service organizations to thrive despite adverse socioeconomic conditions. | $133,983 | |
| Center for Disaster Philanthropy Inc | |||||||
| 2019 California Wildfires Recovery | Washington | DC | 20005 | PC | To contribute to the Hawaii Wildfire Recovery Fund. | $150,000 | One Thomas Circle NW |
| Center for Evaluation Innovation Inc | |||||||
| 1660 L Street NW Suite 450 | Washington | DC | 20036 | PC | For general support of the Evaluation Roundtable. | $50,000 | |
| Chamber Music America Inc | |||||||
| 12 West 32nd Street 7th Floor | New York | NY | 10001 | PC | To support CMA as a communications partner. | $100,000 | |
| Chattanooga Chamber Foundation | |||||||
| 811 Broad Street Suite 100 | Chattanooga | TN | 37402 | PC | To support Chattanooga 2.0's participation in Advancing Opportunities for Adolescents | $175,000 | |
| Chicago Sinfonietta Inc | |||||||
| 70 E Lake Street Suite 1430 | Chicago | IL | 60601 | PC | To participate in Year Two of the Advancing Well-Being in the Arts Initiative that will support arts organizations of color. | $688,000 | |
| Child Trends Incorporated | |||||||
| 12300 Twinbrook Parkway Suite 235 | Rockville | MD | 20852 | PC | To identify current approaches to documenting and measuring impacts in OST settings across three specific sectors. | $7,093 | |
| Columbus City Schools | |||||||
| 270 E State Street | Columbus | OH | 43215 | GOV | To participate in the Equity-Centered Pipeline Initiative for Year 3. | $1,600,000 | |
| Columbus City Schools | |||||||
| 270 E State Street | Columbus | OH | 43215 | GOV | For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity | $100,000 | |
| Communities Foundation of Texas Inc | |||||||
| 5500 Caruth Haven Lane | Dallas | TX | 75225 | PC | To support the TEA, CFT (TIN) and the Learning Agenda in hosting a breakfast reception for ADSY VSL partners attending the 2023 TASA Midwinter Conference in Austin, TX. | $22,500 | |
| Community Partners | |||||||
| 1000 North Alameda Street Suite 24 | Los Angeles | CA | 90012 | PC | To support the Mayor's Fund for Education with its participation in Advancing Opportunities for Adolescents | $225,000 | |
| Community Resource Exchange | |||||||
| 228 Park Ave S PMB 78695 | New York | NY | 100031502 | PC | To provide coaching and consulting services the New Arts Initiative grantees. | $66,000 | |
| Council of Chief State School Officers | |||||||
| One Massachusetts Avenue NW Suite 7 | Washington | DC | 20001 | PC | To support an effort in collaboration with National Summer Learning Association to build state expertise in providing summer programs in 2021 and 2022 and now 2023 that help compensate for the disruption to education caused by the COVID-19 pandemic. | $250,000 | 00 |
| Council of Chief State School Officers | |||||||
| One Massachusetts Avenue NW Suite 7 | Washington | DC | 20001 | PC | To support CCSSO as a communications partner. | $150,000 | 00 |
| Council of Chief State School Officers | |||||||
| One Massachusetts Avenue NW Suite 7 | Washington | DC | 20001 | PC | To support an effort in collaboration with National Summer Learning Association through the State Summer Learning Network to support up to eight states with customized intensive summer learning planning with a designated NSLA coach. | $250,000 | 00 |
| Council on Foundations Inc | |||||||
| 2121 Crystal Drive Suite 700 | Arlington | VA | 22202 | PC | For general operating support. | $24,000 | |
| Dance USA | |||||||
| 1029 Vermont Avenue NW Suite 400 NW | Washington | DC | 20005 | PC | To support Dance/USA as a communications partner. | $100,000 | Suite 400 |
| DC Public Education Fund | |||||||
| 3407 14th Street NW | Washington | DC | 20010 | PC | For DC Public Schools to participate in the Equity-Centered Pipeline Initiative for Year 3 | $1,600,000 | |
| DC Public Education Fund | |||||||
| 3407 14th Street NW | Washington | DC | 20010 | PC | For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity | $100,000 | |
| DePaul University | |||||||
| 1 E Jackson Blvd | Chicago | IL | 60604 | PC | To participate in Advancing Opportunities for Adolescents | $175,000 | |
| Digital Promise Global | |||||||
| 1001 Connecticut Ave NW Suite 935 | Washington | DC | 20036 | PC | To conduct a review of evidence and practice to produce a report providing research-based recommendations on how to build comprehensive, aligned equity-centered principal pipelines that extend to virtual, online contexts. | $84,207 | |
| EastSide Arts Alliance | |||||||
| PO Box 17008 | Oakland | CA | 94606 | PC | To participate in the Wallace Arts Initiative that will support arts organizations of color. | $399,000 | |
| Editorial Projects in Education Inc | |||||||
| 6935 Arlington Road Suite 100 | Bethesda | MD | 20814 | PC | To support Education Week with a media sponsorship. | $1,300,000 | |
| Education Commission of the States | |||||||
| 700 N Broadway Suite 810 | Denver | CO | 80203 | PC | For general support of the Arts Education Partnership. | $10,000 | |
| Education Development Center Inc | |||||||
| 300 Fifth Avenue Suite 2010 | Waltham | MA | 02451 | PC | To convene a professional learning community for ECPI state partner liaisons from the eight districts participating in the Equity-Centered Pipeline Initiative four times over the course of 2024. | $106,098 | |
| Education Writers Association | |||||||
| 3516 Connecticut Avenue NW | Washington | DC | 20008 | PC | To support Education Writers Association with a media sponsorship. | $250,000 | |
| Emerson College | |||||||
| 120 Boylston Street | Boston | MA | 02116 | PC | To design the study, 'Writing an Archive to Create a Canon', in partnership with research partners the Latinx Theatre Commons Circle of Scholars. | $50,000 | |
| Esperanza Peace and Justice Center | |||||||
| 922 San Pedro Avenue | San Antonio | TX | 78212 | PC | To participate in the Wallace Arts Initiative that will support arts organizations of color. | $217,000 | |
| Expanded Schools Inc | |||||||
| 11 West 42nd Street 3rd Floor | New York | NY | 10036 | PC | To support 'Every Hour Counts' in planning and executing its Spring 2023 Institute to be held in Palm Beach County, FL | $475,000 | |
| Famicos Foundation Inc | |||||||
| 1325 Ansel Rd | Cleveland | OH | 44106 | PC | To support MyCom Cleveland with its participation in Advancing Opportunities for Adolescents | $175,000 | |
| Family Health International | |||||||
| 359 Blackwell Street Suite 200 | Durham | NC | 27701 | PC | To extend the District Summer Learning Network through March 2025 to enable districts to better sustain their summer learning work and to support five SEAs in integrating summer learning as an educational strategy. | $1,290,799 | |
| First Peoples Fund | |||||||
| PO Box 2977 | Rapid City | SD | 57709 | PC | To provide tested survey measures for arts participation and employment that better align with Native individuals' understanding and experiences of artistic and cultural engagement. | $250,000 | |
| Fresno Unified School District | |||||||
| 2309 Tulare Street | Fresno | CA | 93721 | GOV | To participate in the Equity-Centered Pipeline Initiative for Year 3 | $1,600,000 | |
| Fresno Unified School District | |||||||
| 2309 Tulare Street | Fresno | CA | 93721 | GOV | For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity | $100,000 | |
| Fund for Educational Excellence Inc | |||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 21201 | PC | For Baltimore City Public Schools to participate in the Equity-Centered Pipeline Initiative for Year 3. | $1,600,000 | |
| Fund for Educational Excellence Inc | |||||||
| 800 North Charles Street Suite 400 | Baltimore | MD | 21201 | PC | For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity | $100,000 | |
| Funders for Lesbian and Gay Issues Inc | |||||||
| 45 West 36th Street 8th Floor | New York | NY | 10018 | PC | For general operating support. | $30,000 | |
| Good Causes Inc | |||||||
| 272 Broadway | Albany | NY | 12204 | PC | To support The Poughkeepsie Children's Cabinet's participation in Advancing Opportunities for Adolescents | $175,000 | |
| Grantmakers for Education | |||||||
| 720 SW Washington Street Suite 605 | Portland | OR | 97205 | PC | For general operating support. | $14,400 | |
| Grantmakers for Education | |||||||
| 720 SW Washington Street Suite 605 | Portland | OR | 97205 | PC | To sponsor GFE's 2023 Annual Conference in Atlanta, GA on October 10-12, 2023 at the Liaison Level. | $15,000 | |
| Grantmakers for Education | |||||||
| 720 SW Washington Street Suite 605 | Portland | OR | 97205 | PC | To support the formation of a Grantmakers for Education OST Impact Group with a governance structure and goals. | $35,000 | |
| Grantmakers for Effective Organizations | |||||||
| 1725 DeSales Street NW Suite 404 | Washington | DC | 20036 | PC | For general operating support. | $14,000 | |
| Grantmakers in the Arts | |||||||
| 4055 21st Avenue West Suite 100 | Seattle | WA | 981991247 | PC | For general operating support. | $23,190 | |
| Greater Milwaukee Foundation Inc | |||||||
| 101 W Pleasant St Suite 210 | Milwaukee | WI | 53212 | PC | To support Milwaukee Succeeds with its participation in Advancing Opportunities for Adolescents | $175,000 | |
| Hartnell College Foundation | |||||||
| 411 Central Avenue | Salinas | CA | 93901 | PC | To participate in Advancing Opportunities for Adolescents | $175,000 | |
| President and Fellows of Harvard College | |||||||
| Hutchins Center 1033 Massachusetts | Cambridge | MA | 02138 | PC | To provide a 10% match for the first year of Harvard Graduate School of Education's application for an Education Innovation Research grant from the U.S. Department of Education for a project to test, refine, and implement SEL kernels in 21st Century after school programs in the state of Nebraska. | $100,000 | Ave |
| President and Fellows of Harvard College | |||||||
| Hutchins Center 1033 Massachusetts | Cambridge | MA | 02138 | PC | A study of the effects of urban gentrification on youth workers and minoritized youth attending out-of-school time programs, including those that focus on or include arts programming. | $6,354 | Ave |
| Afro-American Cultural Center Inc | |||||||
| 551 South Tryon Street | Charlotte | NC | 28202 | PC | To participate in the Wallace Arts Initiative that will support arts organizations of color. | $515,000 | |
| Hennepin County | |||||||
| 300 South 6th Street MC 131 | Minneapolis | MN | 55487 | GOV | To support Hennepin County Public Health's participation in Advancing Opportunities for Adolescents | $225,000 | |
| Hispanics In Philanthropy | |||||||
| 414 13th Street Suite 200 | Oakland | CA | 94612 | PC | For general operating support for Hispanics in Philanthropy and CHANGE Philanthropy. | $58,250 | |
| Hopeloft A NJ Nonprofit Corporation | |||||||
| 40 E Commerce St | Bridgeton | NJ | 08302 | PC | To participate in Advancing Opportunities for Adolescents | $225,000 | |
| Independent Sector | |||||||
| 1602 L STREET NW SUITE 900 | WASHINGTON | DC | 20036 | PC | For general operating support. | $24,850 | |
| Inquiring Systems Inc | |||||||
| 887 Sonoma Ave 23 | Santa Rosa | CA | 95404 | PC | A three-year RPP planning grant that will collaborate with BIPOC artists and arts organizations to develop shared research questions exploring the colonial, ecological, and extractive histories of this land. | $56,270 | |
| Board of Education of Jefferson County Kentucky | |||||||
| PO Box 34020 | Louisville | KY | 402324020 | GOV | To participate in the Equity-Centered Pipeline Initiative for Year 3 | $1,600,000 | |
| Board of Education of Jefferson County Kentucky | |||||||
| PO Box 34020 | Louisville | KY | 402324020 | GOV | For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity | $100,000 | |
| Kauluakalana | |||||||
| PO Box 833 | Kailua | HI | 96734 | PC | To participate in Advancing Opportunities for Adolescents | $175,000 | |
| Kennesaw State University Research and Service Foundation Inc | |||||||
| 1000 Chastain Rd MS 0111 | Kennesaw | GA | 301445591 | PC | To support 'Youth Today' with a media sponsorship. | $200,000 | |
| Kids Included Together San Diego Inc | |||||||
| 2820 Roosevelt Rd Ste 202 | San Diego | CA | 92106 | PC | To support learning opportunities and thought partnership with other NOMY grantees and with Wallace. | $5,000 | |
| Kyoung Park | |||||||
| PO Box 100140 | Brooklyn | NY | 11210 | PC | To develop a research planning proposal in support of "Devising Peacemaking Theater: Advancing a Culture of Peace". | $50,000 | |
| American Symphony Orchestra League | |||||||
| 33 West 60th Street 5th Floor | New York | NY | 10023 | PC | To support the League of American Orchestras as a communications partner. | $100,000 | |
| Learning Forward | |||||||
| 17330 Preston Road- Suite 106D | Dallas | TX | 75252 | PC | To manage the Equity-Centered Pipeline Initiative Learning Community. | $10,792 | |
| Learning Forward | |||||||
| 17330 Preston Road- Suite 106D | Dallas | TX | 75252 | PC | To support Learning Forward as a communications partner. | $175,000 | |
| Learning Forward | |||||||
| 17330 Preston Road- Suite 106D | Dallas | TX | 75252 | PC | To manage the Equity-Centered Pipeline Initiative Learning Community | $50,000 | |
| Learning Policy Institute | |||||||
| 1530 Page Mill Road Suite 250 | Palo Alto | CA | 94304 | PC | To fund phase 3 of Whole Child Policy Table | $800,000 | |
| Learning Policy Institute | |||||||
| 1530 Page Mill Road Suite 250 | Palo Alto | CA | 94304 | PC | To create a report that documents the key levers that states are using to support summer learning programs | $225,000 | |
| Local Initiatives Support Corporation | |||||||
| 28 Liberty Street 34th Floor | New York | NY | 10005 | PC | To participate in Advancing Opportunities for Adolescents | $175,000 | |
| County of Los Angeles | |||||||
| 1055 Wilshire Blvd Ste 800 | Los Angels | CA | 90017 | PC | To participate in Advancing Opportunities for Adolescents | $225,000 | |
| Mid Atlantic Arts Inc | |||||||
| 201 N Charles St Ste 401 | Baltimore | MD | 21201 | PC | To fund a broader group of smaller Arts organizations by re-granting through intermediaries | $1,000,000 | |
| Mid-America Arts Alliance | |||||||
| 2018 Baltimore Avenue | Kansas City | MO | 64108 | PC | To fund a broader group of smaller Arts organizations by re-granting through intermediaries | $1,000,000 | |
| Mississippi Center for Cultural Production | |||||||
| 319 White Oak St | Utica | MS | 39175 | PC | Trading in Cultural Memory - A Study of Call and Response as the primary element of equitable community design. | $244,575 | |
| Mosaic America | |||||||
| 19143 Harleigh Drive | Saratoga | CA | 95070 | PC | To survey and map Black, Indigenous, and People of Color artists and culture bearers in the urban communities of Santa Clara and San Francisco Counties and the rural communities of coastal San Mateo County utilizing a mixed-methods approach. | $91,562 | |
| Movement Strategy Center | |||||||
| 436 14th Street Suite 425 | Oakland | CA | 94612 | PC | To conduct a mixed-methods study that investigates and documents the ecosystem of Black artists, creatives, and cultural entrepreneurs in Memphis, Tennessee. | $77,192 | |
| Museo de Arte Contemporaneo de Puerto Rico Inc | |||||||
| Avenida Ponce De Leon Pda18 1220 Es | San Juan | PR | 00909 | PC | To participate in the Wallace Arts Initiative that will support arts organizations of color | $693,050 | q Roberto H Todd |
| My Connect Community Inc | |||||||
| 6700 Bellaire Blvd | Houston | TX | 77074 | PC | To participate in Advancing Opportunities for Adolescents | $175,000 | |
| Nashville Public Library Foundation | |||||||
| 615 Church Street | Nashville | TN | 37219 | PC | To support Nashville After Zone Alliance's participation in Advancing Opportunities for Adolescents, a new Wallace strategy to support and strengthen collaborative communities to promote youth development for youth who have been most excluded from opportunities and to inform Wallace's future efforts in the area. | $225,000 | |
| National AfterSchool Association | |||||||
| 2961A Hunter Mill Road 626 | Oakton | VA | 22124 | PC | To support NAA as a communications partner. | $175,000 | |
| National Association of Elementary School Principals Foundation | |||||||
| 1615 Duke Street | Alexandria | VA | 223142483 | PC | To support NAESP as a communications partner. | $100,000 | |
| National Association of Latino Arts and Culture | |||||||
| 1208 Buena Vista Street | San Antonio | TX | 78207 | PC | A planning grant to develop a re-granting initiative through intermediaries. | $250,000 | |
| National Association of Latino Arts and Culture | |||||||
| 1208 Buena Vista Street | San Antonio | TX | 78207 | PC | Research expansion grant to conduct the study, 'National Study of Latinx Arts and Culture Organizations', in partnership with research partner the National Opinion Research Center (NORC) at the University of Chicago. | $249,902 | |
| National Association of Secondary School Principals | |||||||
| 1904 Association Drive | Reston | VA | 201911502 | PC | To provide districts in the Principal Pipeline Learning Community with free consultation on the use of federal funds (American Rescue Plan) to achieve their strategic objectives. | $128,000 | |
| National Association of Secondary School Principals | |||||||
| 1904 Association Drive | Reston | VA | 201911502 | PC | To support NASSP as a communications partner. | $175,000 | |
| National Association of State Boards of Education | |||||||
| 333 John Carlyle Street Suite 530 | Alexandria | VA | 22314 | PC | To support NASBE as a communications partner. | $150,000 | |
| National Coalition for Asian Pacific American Community Development | |||||||
| 1825 San Pablo Ave Ste 2 | Oakland | CA | 94612 | PC | To conduct a study that will document community arts initiatives and community capacity-building in Asian American, Native Hawaiian and Pacific Islander communities. | $287,945 | |
| National Conference of State Legislatures | |||||||
| 7700 E First Place | Denver | CO | 80230 | GOV | To support NCSL as a communications partner. | $150,000 | |
| National Governors Association Center for Best Practices | |||||||
| 444 North Capitol Street NW Suite 2 | Washington | DC | 200011512 | PC | To support NGA as a communications partner. | $100,000 | 67 |
| National Guild for Community Arts Education Inc | |||||||
| 520 8th Avenue Suite 302 | New York | NY | 10018 | PC | For general operating support. | $25,000 | |
| National Indian Education Association | |||||||
| 1514 P Street NW Suite B | Washington | DC | 20005 | PC | To support learning opportunities and thought partnership with other NOMY grantees and with Wallace. | $5,000 | |
| National League of Cities Institute Inc | |||||||
| 1301 Pennsylvania Ave NW | Washington | DC | 20004 | PC | To support NLCI as a communications partner. | $75,000 | |
| National Public Radio Inc | |||||||
| 111 North Capitol Street NE | Washington | DC | 20002 | PC | To support NPR's coverage of education issues through a media sponsorship. | $1,850,000 | |
| National Summer Learning Association Inc | |||||||
| 575 South Charles Street Suite 310 | Baltimore | MD | 21201 | PC | To support an effort in collaboration with Council of Chief State School Officers to build state expertise in providing summer programs in 2021 and 2022 that help compensate for the disruption to education caused by the COVID-19 pandemic. | $650,000 | |
| National Summer Learning Association Inc | |||||||
| 575 South Charles Street Suite 310 | Baltimore | MD | 21201 | PC | To support NSLA as a communications partner. | $150,000 | |
| National Urban League Inc | |||||||
| 120 Wall Street 8th Floor | New York | NY | 10005 | PC | To support learning opportunities and thought partnership with other NOMY grantees and with Wallace. | $5,000 | |
| Native Americans in Philanthropy | |||||||
| 1000 N Alameda Street Suite 116 | Los Angeles | CA | 90012 | PC | For general operating support. | $30,000 | |
| New England Foundation for the Arts Inc | |||||||
| 1000 Washington St Fl 2 | Boston | MA | 02118 | PC | To fund a broader group of smaller Arts organizations by re-granting through intermediaries | $1,000,000 | |
| New Venture Fund | |||||||
| 1201 Connecticut Avenue NW Suite 30 | Washington | DC | 20036 | PC | To conduct a study updating IllumiNative's 2016-2018 Reclaiming Native Truth (RNT) research. | $500,000 | 0 |
| New York University | |||||||
| PO 837 | New York | NY | 10009 | PC | For general support of The Research Alliance for New York City Schools. | $1,136,211 | |
| New York University | |||||||
| PO 837 | New York | NY | 10009 | PC | For general support of The Research Alliance for New York City Schools. | $75,000 | |
| NextUp RVA | |||||||
| 3409 Moore Street | Richmond | VA | 23230 | PC | To participate in Advancing Opportunities for Adolescents | $225,000 | |
| Nonprofit New York Inc | |||||||
| 135 West 36th Street 15th Floor | New York | NY | 10013 | PC | For general operating support. | $1,000 | |
| North Carolina State University | |||||||
| Campus Box 7205 | Raleigh | NC | 27695 | GOV | Knowledge, Beliefs, and Mindsets (KBMs) about Equity in Educators and Educational Leadership Survey. | $233,535 | |
| Northland Foundation Inc | |||||||
| 202 West Superior Street Suite 610 | Duluth | MN | 55802 | PC | To participate in Advancing Opportunities for Adolescents | $175,000 | |
| Organization of Chinese Americans Inc | |||||||
| 900 19th Street NW 6th Floor | Washington | DC | 20006 | PC | To support learning opportunities and thought partnership with other NOMY grantees and with Wallace. | $5,000 | |
| Opera America Inc | |||||||
| 330 7th Avenue 8th Floor | New York | NY | 10001 | PC | To support Opera America as a communications partner. | $100,000 | |
| PEAK Grantmaking Inc | |||||||
| 1666 K Street NW 440 | Washington | DC | 20006 | PC | For general operating support. | $9,250 | |
| The Philadelphia Dance Company | |||||||
| 9 North Preston Street | Philadelphia | PA | 191042210 | PC | To participate in the Wallace Arts Initiative that will support arts organizations of color | $425,000 | |
| Philadelphia Works Inc | |||||||
| 1617 John F Kennedy Blvd 13th FL | Philadelphia | PA | 19103 | PC | To participate in Advancing Opportunities for Adolescents | $225,000 | |
| Philanthropy New York Inc | |||||||
| 320 East 43rd Street | New York | NY | 10017 | PC | For general operating support. | $49,250 | |
| Pillsbury United Communities Inc | |||||||
| 3501 Chicago Avenue South | Minneapolis | MN | 55407 | PC | To participate in Year Two of the Advancing Well-Being in the Arts Initiative that will support arts organizations of color. | $880,500 | |
| School District No 1J Multnomah County Oregon | |||||||
| 501 N Dixon Street | Portland | OR | 97227 | GOV | To participate in the Equity-Centered Pipeline Initiative for Year 3 | $1,600,000 | |
| School District No 1J Multnomah County Oregon | |||||||
| 501 N Dixon Street | Portland | OR | 97227 | GOV | For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity. | $100,000 | |
| Pregones Puerto Rican Traveling Theater Inc | |||||||
| 571-575 Walton Avenue | Bronx | NY | 10451 | PC | To participate in Year Two of the Advancing Well-Being in the Arts Initiative that will support arts organizations of color. | $595,000 | |
| Providence After School Alliance Inc | |||||||
| 81 Carpenter Street | Providence | RI | 02903 | PC | For general operating support of PASA in recognition of the legacy of Hillary Salmons, founder and retired Executive Director. | $20,000 | |
| Queer Women of Color Media Arts Project | |||||||
| 1014 Torney Avenue Suite 111 | San Francisco | CA | 941291755 | PC | To participate in the Wallace Arts Initiative that will support arts organizations of color | $189,000 | |
| Ragamala Dance | |||||||
| 3754 Pleasant Avenue Suite 422W | Minneapolis | MN | 55409 | PC | A planning grant to prepare for implementation work as part of a new Arts initiative. | $25,000 | |
| Ragamala Dance | |||||||
| 3754 Pleasant Avenue Suite 422W | Minneapolis | MN | 55409 | PC | To participate in the Wallace Arts Initiative that will support arts organizations of color | $274,000 | |
| RAND Corporation | |||||||
| 1776 Main Street PO Box 2138 | Santa Monica | CA | 904072138 | PC | To conduct an evaluation of the Partnerships for Social and Emotional Learning Initiative. | $859,888 | |
| RAND Corporation | |||||||
| 1776 Main Street PO Box 2138 | Santa Monica | CA | 904072138 | PC | To support the RAND American School District Panel. | $500,000 | |
| RAND Corporation | |||||||
| 1776 Main Street PO Box 2138 | Santa Monica | CA | 904072138 | PC | To support RAND's district superintendent panel and interviews. | $223,967 | |
| RAND Corporation | |||||||
| 1776 Main Street PO Box 2138 | Santa Monica | CA | 904072138 | PC | To bring the evidence base on arts and child/youth well-being from across disciplinary fields and from research and practice together into a comprehensive literature review. | $109,906 | |
| Red Wing Youth Outreach Program Inc | |||||||
| 410 Guernsey Lane | Red Wing | MN | 55066 | PC | To participate in Advancing Opportunities for Adolescents | $175,000 | |
| Research for Action Inc | |||||||
| 100 South Broad Street Suite 700 | Philadelphia | PA | 191101019 | PC | To conduct an in-depth, longitudinal study of the Boys & Girls Clubs participating in Wave II of the Youth Arts Initiative. | $5,000 | |
| Research for Action Inc | |||||||
| 100 South Broad Street Suite 700 | Philadelphia | PA | 191101019 | PC | To support the Out-of-School Time Infrastructure Study, including case studies, policy analysis, and social network analysis. | $286,982 | |
| San Antonio Independent School District | |||||||
| 514 W Quincy | San Antonio | TX | 78212 | GOV | To participate in the Equity-Centered Pipeline Initiative for Year 3 | $1,600,000 | |
| San Antonio Independent School District | |||||||
| 514 W Quincy | San Antonio | TX | 78212 | GOV | For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity | $100,000 | |
| San Diego State University Foundation | |||||||
| 5250 Campanile Drive MC 1947 | San Diego | CA | 921821947 | PC | To manage the Equity-Centered Pipeline Initiative Faculty Learning Community | $210,000 | |
| Partners in Education Foundation for the Santa Fe Public Schools | |||||||
| PO Box 23374 | Santa Fe | NM | 87502 | PC | To participate in Advancing Opportunities for Adolescents | $225,000 | |
| Self-Help Graphics and Art Inc | |||||||
| 1300 E 1st Street | Los Angeles | CA | 90033 | PC | To participate in the Wallace Arts Initiative that will support arts organizations of color | $294,000 | |
| Gilloury Institute | |||||||
| 6 E Monroe St Unit 801 | Chicago | IL | 60603 | PC | To design the study "Cultural Mapping as a Tool for Serving SWANA Arts Service Organizations in the United States" | $50,000 | |
| Social Science Research Council | |||||||
| One Pierrepont Plaza | Brooklyn | NY | 11201 | PC | To support the Fellows who will conduct ethnographies/histories of the arts organizations in the new initiative. | $1,181,781 | |
| Society for Research in Child Development Inc | |||||||
| 1825 K Street NW Suite 325 | Washington | DC | 20006 | PC | To help the organization expand and deepen its equity efforts, particularly support of emerging scholars who bring lived experiences of marginalization to their work. | $80,000 | |
| Sodus Central School District | |||||||
| PO Box 220 | Sodus | NY | 14551 | GOV | To participate in Advancing Opportunities for Adolescents | $225,000 | |
| South Arts Inc | |||||||
| 1800 Peachtree Street NW Ste 808 | Atlanta | GA | 30309 | PC | To fund a broader group of smaller Arts organizations by re-granting through intermediaries | $1,000,000 | |
| South Asian American Digital Archive NFP | |||||||
| 1650 Arch Street Ste 2130 | Philadelphia | PA | 191032029 | PC | To conduct a survey, focus groups, interviews, and archival research to investigate the resources arts organizations of color need to document, preserve, and share their own histories. | $19,752 | |
| STEM Next Opportunity Fund | |||||||
| 2305 Historic Decatur Road Suite 10 | San Diego | CA | 92106 | PC | To support the STEM Next Fellows pooled funding project. | $739,177 | 0 |
| SOA Village Housing | |||||||
| 490 Lake Park Avenue 16242 | Oakland | CA | 94610 | PC | To conduct a study that aims to contribute toward defining East Oakland Black Culture in Placekeeping | $131,148 | |
| The Taos Community Foundation Inc | |||||||
| PO Box 1925 | Taos | NM | 87571 | PC | To participate in Advancing Opportunities for Adolescents | $175,000 | |
| Teachers College Columbia University | |||||||
| 525 West 120th Street Box 163 | New York | NY | 10027 | PC | To produce a report that comprehensively reviews the literature on equity-centered leadership, and will articulate a racially and culturally responsive approach and employ it to provide research and evidence-based guidance and suggestions on preparing equity-centered leaders across the seven domains of the principal pipeline. | $20,577 | |
| Teachers College Columbia University | |||||||
| 525 West 120th Street Box 163 | New York | NY | 10027 | PC | To support 'The Hechinger Report' with a media sponsorship. | $200,000 | |
| Technology Association of Grantmakers Inc | |||||||
| 200 W Madison Street 3rd Floor | Chicago | IL | 60606 | PC | For general operating support. | $5,000 | |
| Center for Effective Philanthropy Inc | |||||||
| 675 Massachusetts Avenue Ste 7 | Cambridge | MA | 02139 | PC | For general operating support. | $100,000 | |
| Communication Network | |||||||
| 1717 North Naper Blvd Suite 102 | Naperville | IL | 60563 | PC | For general operating support. | $21,500 | |
| The DreamYard Project Inc | |||||||
| 1085 Washington Ave | Bronx | NY | 10456 | PC | DreamYard Project will develop and pilot a data system for use in creative youth development programs. | $250,000 | |
| The Education Trust Inc | |||||||
| 1250 H Street NW Suite 700 | Washington | DC | 20005 | PC | To support The Education Trust as a communications partner. | $175,000 | |
| The Forum for Youth Investment | |||||||
| 7064 Eastern Avenue NW | Washington | DC | 20012 | PC | To support The Forum for Youth Investment as a communications partner. | $150,000 | |
| The Forum for Youth Investment | |||||||
| 7064 Eastern Avenue NW | Washington | DC | 20012 | PC | To enable The Forum for Youth Investment/Weikart Center to investigate and adapt their Youth Program Quality Assessment's goal for the youth workforce development system. | $200,000 | |
| The Institute for Educational Leadership Inc | |||||||
| 4301 Connecticut Avenue NW Suite 10 | Washington | DC | 20008 | PC | To support learning opportunities and thought partnership with other NOMY grantees and with Wallace. | $5,000 | 0 |
| The Laundromat Project Inc | |||||||
| 1476 Fulton Street | Brooklyn | NY | 11216 | PC | To participate in the Wallace Arts Initiative that will support arts organizations of color. | $525,000 | |
| The Leadership Academy Inc | |||||||
| 10-27 46th Avenue | Long Island City | NY | 11101 | PC | To provide districts in the Principal Pipeline Learning Community with free consultation on the use of federal funds (American Rescue Plan) to achieve their strategic objectives | $40,631 | |
| The Leadership Academy Inc | |||||||
| 10-27 46th Avenue | Long Island City | NY | 11101 | PC | To provide districts in the Principal Pipeline Learning Community with free consultation on the use of federal funds (American Rescue Plan) to achieve their strategic objectives | $31,923 | |
| The Leadership Academy Inc | |||||||
| 10-27 46th Avenue | Long Island City | NY | 11101 | PC | To support additional technical assistance to PPLC districts with consultant support to enhance potential for participating districts to both continue and sustain work in their district principal pipeline work | $150,000 | |
| The Leadership Academy Inc | |||||||
| 10-27 46th Avenue | Long Island City | NY | 11101 | PC | To serve as the technical assistance provider for the design and facilitation of a PLC/CoP for ECPI district equity directors/equity leads | $148,000 | |
| The Museum of Public Relations | |||||||
| 85 Broad Street | New York | NY | 10004 | PC | General operating support in honor of Wallace's Vice President of Communications Lucas Held upon his retirement. | $20,000 | |
| National Public Education Support Fund | |||||||
| 1825 K Street NW Suite 400 | Washington | DC | 20006 | PC | For general support of the Education Funder Strategy Group and Grantmakers for Thriving Youth. | $50,000 | |
| The Rebuild Foundation NFP | |||||||
| 6760 S Stony Island Avenue | Chicago | IL | 60649 | PC | To participate in the Wallace Arts Initiative that will support arts organizations of color. | $498,000 | |
| The Union for Contemporary Art Inc | |||||||
| 2423 North 24th Street | Omaha | NE | 68110 | PC | To participate in the Wallace Arts Initiative that will support arts organizations of color | $481,000 | |
| The University of Texas at Austin | |||||||
| 110 Inner Campus Drive Stop K5300 | Austin | TX | 78712 | PC | To conduct an evaluation of the Building Audiences for Sustainability initiative. | $446,819 | |
| The University of Texas at Austin | |||||||
| 110 Inner Campus Drive Stop K5300 | Austin | TX | 78712 | PC | To conduct the Equity-Centered Pipeline Initiative Central Office study that will document the cultural, historical, and organizational factors that districts must consider as they develop their vision, goals and plans for equity-centered principal pipelines. | $306,788 | |
| Theater Mu Inc | |||||||
| 755 Prior Avenue N Suite 107 | Saint Paul | MN | 55104 | PC | To participate in the Wallace Arts Initiative that will support arts organizations of color. | $245,800 | |
| Theatre Communications Group Inc | |||||||
| 520 Eighth Avenue 24th Floor | New York | NY | 10018 | PC | To support TCG as a communications partner. | $100,000 | |
| Tides Center | |||||||
| 1014 Torney Avenue | San Francisco | CA | 94129 | PC | To support Emerging Practitioners in Philanthropy. | $17,500 | |
| True Colors United Inc | |||||||
| 311 W 43rd St 12th FL | New York | NY | 10036 | PC | To support learning opportunities and thought partnership with other NOMY grantees and with Wallace. | $5,000 | |
| UnidosUS | |||||||
| 1126 16th Street NW Suite 600 | Washington | DC | 20036 | PC | To support learning opportunities and thought partnership with other NOMY grantees and with Wallace. | $5,000 | |
| Forum of Regional Associations of Grantmakers | |||||||
| 1020 19th Street NW Suite 360 | Washington | DC | 20036 | PC | For a 'Bronze' sponsorship of the 2023 Forum Annual Conference to be held July 17-19, 2023 in New York City. | $5,000 | |
| United States Department of Education | |||||||
| 400 Maryland Ave SW | Washington | DC | 20202 | GOV | To support the US Department of Education with the cost of food, beverage and signage for their Engage Every Student Summit on July 13, 2023, which will be held in person at the Department office in Washington, DC. | $5,000 | |
| United Way of West Central Mississippi Inc | |||||||
| 920 South Street | Vicksburg | MS | 39180 | PC | To participate in Advancing Opportunities for Adolescents | $175,000 | |
| The University Council for Educational Administration Inc | |||||||
| C/O Michelle Young Admin University | Charlottesville | VA | 22904 | PC | To support UCEA as a communications partner. | $150,000 | of Virginia |
| The Regents of the University of California at Irvine | |||||||
| Accounting Office 120 Theory Ste 20 | Irvine | CA | 926171050 | PC | To develop a new guiding framework-the connected arts learning model-that describes, analyzes, and offers a design for 21st century arts learning. | $19,138 | 0 |
| The Regents of the University of California at Irvine | |||||||
| Accounting Office 120 Theory Ste 20 | Irvine | CA | 926171050 | PC | To conduct a study documenting the long-term effects of participating in out-of-school arts education programs serving young people from marginalized communities. | $476,931 | 0 |
| The Regents of The University of Colorado | |||||||
| 1800 Grant Street Suite 600 | Denver | CO | 80203 | PC | To support the Research Use and Coordination Study Team's activities for the Equity-Centered Principal Pipeline Initiative | $181,201 | |
| University of Delaware | |||||||
| 220 Hullihen Hall | Newark | DE | 19716 | PC | To help The Wallace Foundation better understand how the research it supports and disseminates is used, or not, by its intended audiences. | $168,761 | |
| Trustees of the University of Pennsylvania | |||||||
| 3451 Walnut Street 5th Floor | Philadelphia | PA | 191046205 | PC | To manage the Equity-Centered Pipeline Initiative Learning Community for principals and assistant principals | $300,000 | |
| University of Pittsburgh | |||||||
| 116 Atwood Street Ste 201 | Pittsburgh | PA | 15260 | PC | The purpose is to better understand how community-based programs leverage the arts to support the well-being of youth as well as inform the development of Wallace's new initiative in the youth arts area. | $304,312 | |
| The Rector and Visitors of the University of Virginia | |||||||
| 1001 North Emmet Street | Charlottesville | VA | 22903 | GOV | To support a study that will identify a set of exemplary school districts doing deep equity work in order to surface if and how this equity work translates to the districts' out-of-school time programs. | $0 | |
| The Rector and Visitors of the University of Virginia | |||||||
| 1001 North Emmet Street | Charlottesville | VA | 22903 | GOV | The project will explore how Black arts organizations in Virginia define and assess their organizational well-being through three organizational case studies. | $45,526 | |
| Board of Regents of the University of Wisconsin System | |||||||
| 21 N Park Street Suite 6401 | Madison | WI | 537151218 | GOV | To support The Comprehensive Assessment of Leadership for Learning - Equity-Centered Leaders Equity-Centered Principal Pipeline Initiative study. | $1,367,906 | |
| Vanderbilt University | |||||||
| 2100 West End Ave Ste 1000 | Nashville | TN | 37203 | PC | To support a study that will examine the extent to which school districts that participated in the Principal Pipeline Learning Community have made progress toward planning and designing aligned principal pipelines, and explore the conditions, contexts, and tools that help explain variation in take-up. | $160,230 | |
| Voices of Georgia's Children Inc | |||||||
| 75 Marietta St NW Suite 401 | Atlanta | GA | 30303 | PC | To support the Georgia Statewide Afterschool Network's participation in Advancing Opportunities for Adolescents | $225,000 | |
| Voices of Pacific Island Nations | |||||||
| PO Box 878 | Kingston | WA | 98346 | PC | To participate in Advancing Opportunities for Adolescents | $100,000 | |
| Western States Arts Federation | |||||||
| 1624 Market Street Ste226 PMB 98286 | Denver | CO | 802021559 | PC | To fund a broader group of smaller Arts organizations by re-granting through intermediaries | $1,000,000 | |
| William Marsh Rice University | |||||||
| 6100 Main Street MS-70 | Houston | TX | 77005 | PC | To support the National Network of Education Research-Practice Partnerships. | $50,000 | |
| Windham Regional Community Council Inc | |||||||
| 872 Main Street | Willimantic | CT | 06226 | PC | To support Grow Windham with its participation in Advancing Opportunities for Adolescents | $175,000 | |
| Winston Salem Forsyth County | |||||||
| 475 Corporate Square Drive | WinstonSalem | NC | 27105 | GOV | To participate in the Equity-Centered Pipeline Initiative for Year 3 | $1,600,000 | |
| Winston Salem Forsyth County | |||||||
| 475 Corporate Square Drive | WinstonSalem | NC | 27105 | GOV | For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity | $100,000 | |
| Women's Funding Network | |||||||
| 57 Post Street Suite 801 | San Francisco | CA | 94108 | PC | For general operating support. | $10,000 | |
| World Arts West | |||||||
| 1446 Market St | San Francisco | CA | 94102 | PC | To investigate the characteristics, strengths, needs, and interests of a sample of grassroots, culturally specific dance groups, and how community-based intermediary organizations like World Arts West have evolved to address the needs of these groups. | $130,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,371,995 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| American Institutes for Research in the Behavioral Sciences | |||||||
| 1000 Thomas Jefferson Street NW | Washington | DC | 200073835 | PC | To support a study of how a range of districts from across the state of Texas incorporate evidence-based strategies in the design and implementation of summer learning programs. | $57,892 | |
| American Institutes for Research in the Behavioral Sciences | |||||||
| 1000 Thomas Jefferson Street NW | Washington | DC | 200073835 | PC | To support the Youth Fields Workforce Study, including a national survey and up to 10 case studies. | $133,269 | |
| American Institutes for Research in the Behavioral Sciences | |||||||
| 1000 Thomas Jefferson Street NW | Washington | DC | 200073835 | PC | To conduct an analysis of the cost and revenue associated with a range of high-quality afterschool and summer programs. | $17,163 | |
| American Institutes for Research in the Behavioral Sciences | |||||||
| 1000 Thomas Jefferson Street NW | Washington | DC | 200073835 | PC | Studying Community Efforts to Engage Middle and High School Youth in Out-of-School Time Learning Opportunities. | $48,925 | |
| Arizona State University | |||||||
| PO Box 875812 | Tempe | AZ | 85281 | GOV | BIPOC Art and Culture Organizations in the Southwest. | $101,566 | |
| Camden FireWorks Incorporated | |||||||
| 1813 S Broadway | Camden | NJ | 08104 | PC | To design a study 'Measuring Artistic Vitality Through a Black Feminist Lens', in partnership with research partner the Smithsonian Center for Folklife and Cultural Heritage | $26,930 | |
| Child Trends Incorporated | |||||||
| 12300 Twinbrook Parkway Suite 235 | Rockville | MD | 20852 | PC | To identify current approaches to documenting and measuring impacts in OST settings across three specific sectors. | $2,235 | |
| Child Trends Incorporated | |||||||
| 12300 Twinbrook Parkway Suite 235 | Rockville | MD | 20852 | PC | To identify current approaches to documenting and measuring impacts in OST settings across three specific sectors | $7,976 | |
| Editorial Projects in Education Inc | |||||||
| 6935 Arlington Road Suite 100 | Bethesda | MD | 20814 | PC | To support Education Week with a media sponsorship. | $650,000 | |
| Family Health International | |||||||
| 359 Blackwell Street Suite 200 | Durham | NC | 27701 | PC | To extend the District Summer Learning Network through March 2025 to enable districts to better sustain their summer learning work and to support five SEAs in integrating summer learning as an educational strategy. | $850,442 | |
| Grantmakers in the Arts | |||||||
| 4055 21st Avenue West Suite 100 | Seattle | WA | 981991247 | PC | Funding for the 2023 Grantmakers in the Arts (GIA) conference in Puerto Rico. | $75,000 | |
| President and Fellows of Harvard College | |||||||
| 1033 Massachusetts Ave Hutchins Cen | Cambridge | MA | 02138 | PC | A study of the effects of urban gentrification on youth workers and minoritized youth attending out-of-school time programs, including those that focus on or include arts programming. | $7,551 | ter |
| Learning Policy Institute | |||||||
| 1530 Page Mill Road Suite 250 | Palo Alto | CA | 94304 | PC | To fund phase 3 of Whole Child Policy Table | $200,000 | |
| Mississippi Center for Cultural Production | |||||||
| 319 White Oak St | Utica | MS | 39175 | PC | Trading in Cultural Memory - A Study of Call and Response as the primary element of equitable community design. | $255,425 | |
| Mosaic America | |||||||
| 19143 Harleigh Drive | Saratoga | CA | 95070 | PC | To survey and map Black, Indigenous, and People of Color artists and culture bearers in the urban communities of Santa Clara and San Francisco Counties and the rural communities of coastal San Mateo County utilizing a mixed-methods approach. | $16,245 | |
| Movement Strategy Center | |||||||
| 436 14th Street Suite 425 | Oakland | CA | 94612 | PC | To conduct a mixed-methods study that investigates and documents the ecosystem of Black artists, creatives, and cultural entrepreneurs in Memphis, Tennessee. | $33,639 | |
| National Association of Latino Arts and Culture | |||||||
| 1208 Buena Vista Street | San Antonio | TX | 78207 | PC | Research expansion grant to conduct the study, 'National Study of Latinx Arts and Culture Organizations', in partnership with research partner the National Opinion Research Center (NORC) at the University of Chicago. | $275,080 | |
| National Coalition for Asian Pacific American Community Development | |||||||
| 1825 San Pablo Ave Suite 2 | Oakland | CA | 94612 | PC | To conduct a study that will document community arts initiatives and community capacity-building in Asian American, Native Hawaiian and Pacific Islander communities. | $252,055 | |
| New York University | |||||||
| PO 837 | New York | NY | 10009 | PC | For NYU Metro Center to conduct the District Summer Learning Network Study. | $85,510 | |
| North Carolina State University | |||||||
| Campus Box 7205 | Raleigh | NC | 27695 | GOV | Knowledge, Beliefs, and Mindsets (KBMs) about Equity in Educators and Educational Leadership Survey. | $9,842 | |
| RAND Corporation | |||||||
| 1776 Main Street | Santa Monica | CA | 904072138 | PC | To conduct an evaluation of the Partnerships for Social and Emotional Learning Initiative. | $562,000 | |
| RAND Corporation | |||||||
| 1776 Main Street | Santa Monica | CA | 904072138 | PC | To conduct an evaluation of the Partnerships for Social and Emotional Learning Initiative | $388,000 | |
| Research for Action Inc | |||||||
| 100 South Broad Street Suite 700 | Philadelphia | PA | 191101019 | PC | To support the Out-of-School Time Infrastructure Study, including case studies, policy analysis, and social network analysis. | $92,849 | |
| Society for Research in Child Development Inc | |||||||
| 1825 K Street NW Suite 325 | Washington | DC | 20006 | PC | To help the organization expand and deepen its equity efforts, particularly support of emerging scholars who bring lived experiences of marginalization to their work. | $110,000 | |
| SOA Village Housing | |||||||
| 490 Lake Park Avenue 16242 | Oakland | CA | 94610 | PC | To conduct a study that aims to contribute toward defining East Oakland Black Culture in Placekeeping | $393,442 | |
| Texas Education Agency | |||||||
| 1701 North Congress Avenue | Austin | TX | 787011494 | PC | To assist Texas school districts in the rapid adoption, reasonable adaptation and spread of research-based practices that promote summer learning through the Additional Days School Year initiative. | $315,443 | |
| The University of Texas at Austin | |||||||
| 110 Inner Campus Drive Stop K5300 | Austin | TX | 78712 | GOV | To conduct an evaluation of the Building Audiences for Sustainability initiative. | $530,285 | |
| The University of Texas at Austin | |||||||
| 110 Inner Campus Drive Stop K5300 | Austin | TX | 78712 | GOV | To conduct the Equity-Centered Pipeline Initiative Central Office study that will document the cultural, historical, and organizational factors that districts must consider as they develop their vision, goals and plans for equity-centered principal pipelines. | $57,363 | |
| The Regents of the University of California at Irvine | |||||||
| 120 Theory St Suite 200 | Irvine | CA | 926171050 | PC | To conduct a study documenting the long-term effects of participating in out-of-school arts education programs serving young people from marginalized communities. | $177,848 | |
| University of Delaware | |||||||
| 220 Hullihen Hall | Newark | DE | 19716 | PC | To help The Wallace Foundation better understand how the research it supports and disseminates is used, or not, by its intended audiences. | $65,424 | |
| University of Pittsburgh | |||||||
| 116 Atwood Street Suite 201 | Pittsburgh | PA | 15260 | GOV | The purpose is to better understand how community-based programs leverage the arts to support the well-being of youth as well as inform the development of Wallace's new initiative in the youth arts area. | $23,637 | |
| The Rector and Visitors of the University of Virginia | |||||||
| 1001 North Emmet Street | Charlottesville | VA | 22903 | PC | The project will explore how Black arts organizations in Virginia define and assess their organizational well-being through three organizational case studies. | $71,694 | |
| Board of Regents of the University of Wisconsin System | |||||||
| 21 N Park Street Suite 6401 | Madison | WI | 537151218 | PC | To support The Comprehensive Assessment of Leadership for Learning - Equity-Centered Leaders Equity-Centered Principal Pipeline Initiative study. | $152,533 | |
| Vanderbilt University | |||||||
| 2100 West End Ave Suite 1000 | Nashville | TN | 37203 | PC | To support a study that will examine the extent to which school districts that participated in the Principal Pipeline Learning Community have made progress toward planning and designing aligned principal pipelines, and explore the conditions, contexts, and tools that help explain variation in take-up | $10,063 | |
| Voices of Pacific Island Nations | |||||||
| PO Box 878 | Kingston | WA | 98346 | PC | To participate in Advancing Opportunities for Adolescents | $75,000 | |
| Crown Heights Running Club | |||||||
| 302 Eastern Parkway Apt 3B | Brooklyn | NY | 11225 | PC | Employee Matching Gift-General support | $3,000 | |
| Garden of Eden Foundation | |||||||
| 82 Nassau Street 125 | New York | NY | 10038 | PC | Employee Matching Gift-General support | $2,000 | |
| NY Writers Coalition Inc | |||||||
| 80 Hanson Place Suite 604 | Brooklyn | NY | 11217 | PC | Employee Matching Gift-General support | $1,000 | |
| Launch Expeditionary Learning Charter School | |||||||
| 1580 Dean Street Third Floor | Brooklyn | NY | 11213 | PC | Employee Matching Gift-General support | $1,000 | |
| Long Island Broncos Inc | |||||||
| PO Box 1726 | Seaford | NY | 117830456 | PC | Employee Matching Gift-General support | $7,000 | |
| Lund Family Center Inc | |||||||
| 50 Joy Drive | South Burlington | VT | 05403 | PC | Employee Matching Gift-General support | $100 | |
| American Cancer Society | |||||||
| 250 Williams Street | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $211 | |
| Covenant House | |||||||
| 5 Penn Plaza | New York | NY | 10001 | PC | Employee Matching Gift-General support | $52 | |
| University Community Social Services Inc | |||||||
| 137 East 2nd Street PO Box 20930 | New York | NY | 10009 | PC | Employee Matching Gift-General support | $200 | |
| Planned Parenthood of New York City Inc | |||||||
| 26 Bleecker Street | New York | NY | 10012 | PC | Employee Matching Gift-General support | $100 | |
| Safe Horizon Inc | |||||||
| 2 Lafayette Street Third Floor | New York | NY | 100071327 | PC | Employee Matching Gift-General support | $200 | |
| Brooklyn Museum | |||||||
| 200 Eastern Parkway | Brooklyn | NY | 11238 | PC | Employee Matching Gift-General support | $50 | |
| Brooklyn Defender Services | |||||||
| 177 Livingston Street | Brooklyn | NY | 11201 | PC | Employee Matching Gift-General support | $308 | |
| Brooklyn Community Bail Fund | |||||||
| 195 Montague Street 14th Floor | Brooklyn | NY | 11201 | PC | Employee Matching Gift-General support | $415 | |
| Brooklyn Museum | |||||||
| 200 Eastern Parkway | Brooklyn | NY | 11238 | PC | Employee Matching Gift-General support | $15,000 | |
| Understood for All Inc | |||||||
| 145 Hudson Street Suite 5B | New York | NY | 10013 | PC | Employee Matching Gift-General support | $300 | |
| Compassion International Incorporated | |||||||
| 12290 Voyager Parkway | Colorado Springs | CO | 809213668 | PC | Employee Matching Gift-General support | $684 | |
| Rustin Fund for Global Equality | |||||||
| 176 Bainbridge Street | Brooklyn | NY | 11233 | PC | Employee Matching Gift-General support | $200 | |
| Brooklyn Arts Exchange Inc | |||||||
| 421 Fifth Avenue Third Floor | Brooklyn | NY | 112153326 | PC | Employee Matching Gift-General support | $311 | |
| Brooklyn Public Library | |||||||
| 10 Grand Army Plaza | Brooklyn | NY | 112385619 | PC | Employee Matching Gift-General support | $311 | |
| Hampshire College Trustees | |||||||
| 893 West Street | Amherst | MA | 010023359 | PC | Employee Matching Gift-General support | $600 | |
| The Trustees of the Smith College | |||||||
| 23 Elm Street Gift Accounting | Northampton | MA | 01063 | PC | Employee Matching Gift-General support | $100 | |
| Civic News Company | |||||||
| 450 7th Ave 32nd FL | New York | NY | 10123 | PC | Employee Matching Gift-General support | $200 | |
| Equal Justice Initiative | |||||||
| 122 Commerce Street | Montgomery | AL | 36104 | PC | Employee Matching Gift-General support | $103 | |
| World Vision Inc | |||||||
| Mail Stop 120 World Vision Matching | Federal Way | WA | 980639716 | PC | Employee Matching Gift-General support | $840 | Program |
| A Better Jamica Inc | |||||||
| 114-73 178th Street | Jamiaca | NY | 11434 | PC | Employee Matching Gift-General support | $52 | |
| Growth Through Learning Inc | |||||||
| PO Box 390975 | Cambridge | MA | 02139 | PC | Employee Matching Gift-General support | $100 | |
| New Visions for Public Schools Inc | |||||||
| 205 East 42nd Street 4th Floor | New York | NY | 10017 | PC | Employee Matching Gift-General support | $400 | |
| Brooklyn Public Library | |||||||
| 10 Grand Army Plaza | Brooklyn | NY | 112385619 | PC | Employee Matching Gift-General support | $321 | |
| New York Public Radio | |||||||
| 160 Varick Street 9th Fl 9th Floor | New York | NY | 10013 | PC | Employee Matching Gift-General support | $50 | |
| Sandy Hook Promise Foundation | |||||||
| PO Box 3489 | Newtown | CT | 06470 | PC | Employee Matching Gift-General support | $52 | |
| The Legal Aid Society | |||||||
| 199 Water Street 4th Floor | New York | NY | 10038 | PC | Employee Matching Gift-General support | $100 | |
| Citymeals-On-Wheels | |||||||
| 355 Lexington Avenue 3rd Floor | New York | NY | 10017 | PC | Employee Matching Gift-General support | $200 | |
| Out of the Ashes 5k Inc | |||||||
| 6601 Old Post Rd | Charlotte | NC | 28212 | PC | Employee Matching Gift-General support | $100 | |
| TASSC International | |||||||
| 4121 Harewood Road NE Suite B | Washington | DC | 200171597 | PC | Employee Matching Gift-General support | $200 | |
| Dyslexia Alliance for Black Children | |||||||
| 131 Elm Street B | New Rochelle | NY | 10805 | PC | Employee Matching Gift-General support | $200 | |
| American Cancer Society | |||||||
| 250 Williams Street | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $200 | |
| American Cancer Society | |||||||
| 250 Williams Street | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $50 | |
| American Cancer Society | |||||||
| 250 Williams Street | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $211 | |
| Saint Ann's School | |||||||
| 129 Pierrepont Street | Brooklyn | NY | 11201 | PC | Employee Matching Gift-General support | $300 | |
| Memorial Sloan-Kettering Cancer Center | |||||||
| 1275 York Avenue | New York | NY | 10065 | PC | Employee Matching Gift-General support | $100 | |
| Friends of Indus Hospital Inc | |||||||
| 155 Cedar Lane | Teaneck | NJ | 07666 | PC | Employee Matching Gift-General support | $420 | |
| Citymeals-On-Wheels | |||||||
| 355 Lexington Avenue 3rd Floor | New York | NY | 10017 | PC | Employee Matching Gift-General support | $52 | |
| National Ovarian Cancer Coalition | |||||||
| 12221 Merit Drive Suite1950 | Dallas | TX | 75251 | PC | Employee Matching Gift-General support | $208 | |
| Weils Arts Exchange LTD | |||||||
| 155 Wythe Avenue Apt 3 | Brooklyn | NY | 11249 | PC | Employee Matching Gift-General support | $500 | |
| Christian Herald Association Inc | |||||||
| 355 Lexington Avenue Floor 19 | New York | NY | 10017 | PC | Employee Matching Gift-General support | $50 | |
| St John's Bread and Life Program Inc | |||||||
| 795 Lexington Ave | Brooklyn | NY | 11221 | PC | Employee Matching Gift-General support | $206 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,170,683 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,212,675 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,969,877 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $8,157,981 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,907,100 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $43,186,857 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$6,135,108 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $11,065,081 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $46,234,301 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,299,382 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $203,500 | Amt |
| Net Investment Income | $101,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $51,457 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|
| Leasehold Improvements | $7,952,858 | $1,571,677 | $514,007 |
| Furniture | $1,000,993 | $205,761 | $66,732 |
| Computer Equipment | $294,911 | $285,059 | $6,087 |
| Office Equipment | $57,084 | $31,012 | $10,398 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $46,093,957 | GrossSalesPriceAmt |
| Total Net | $46,093,957 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (135 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Corporate Bonds | ||
| Vanguard Index Funds S&P 500 ETF | $92,396,304 | $92,396,304 |
| ALLY AUTO RECEIVABLES TRUST ALLYA 2023 | $758,612 | $758,612 |
| BMW VEHICLE OWNER TRUST BMWOT 2023 | $721,167 | $721,167 |
| FORD CREDIT AUTO OWNER TRUST/F FORDR 2020 | $139,839 | $139,839 |
| GENERAL MOTORS GFORT 2023 | $506,086 | $506,086 |
| GM FINANCIAL SECURITIZED TERM | $517,864 | $517,864 |
| GM FINANCIAL SECURITIZED TERM | $720,774 | $720,774 |
| HONDA AUTO RECEIVABLES OWNER T HAROT | $405,197 | $405,197 |
| HYUNDAI AUTO RECEIVABLES TRUST HART | $762,679 | $762,679 |
| NEXTGEAR FLOORPLAN | $381,461 | $381,461 |
| TOYOTA AUTO | $584,100 | $584,100 |
| TOYOTA AUTO | $332,204 | $332,204 |
| TOYOTA LEASE | $499,086 | $499,086 |
| WORLD OMNI AUTO RECEIVABLES | $168,420 | $168,420 |
| WORLD OMNI AUTO RECEIVABLES | $493,938 | $493,938 |
| BANK BANK 2017 | $449,600 | $449,600 |
| COMM MORTGAGE TRUST | $751,508 | $751,508 |
| CITIGROUP COMMERCIAL MORTGAGE | $634,232 | $634,232 |
| CITIGROUP COMMERCIAL MORTGAGE | $724,796 | $724,796 |
| FHLMC MULTIFAMILY STRUCTURED | $575,671 | $575,671 |
| FHLMC MULTIFAMILY STRUCTURED | $578,203 | $578,203 |
| JPMBB COMMERCIAL MORTGAGE SECU | $545,693 | $545,693 |
| JPMBB COMMERCIAL MORTGAGE SECU | $40,751 | $40,751 |
| MORGAN STANLEY BAML TRUST MSBAM | $1,285,178 | $1,285,178 |
| MORGAN STANLEY CAPITAL I TRUST MSC | $192,392 | $192,392 |
| TRICON AMERICAN HOMES TAH 2020 | $391,090 | $391,090 |
| WELLS FARGO COMMERCIAL MORTGAGE | $240,954 | $240,954 |
| AIA GROUP LTD | $412,668 | $412,668 |
| ABBVIE INC | $453,721 | $453,721 |
| AERCAP IRELAND | $386,040 | $386,040 |
| AIR LEASE CORP | $399,360 | $399,360 |
| ALEXANDRIA REAL ESTATE | $312,723 | $312,723 |
| AMCOR FLEXIBLES NORTH AM COMPANY | $392,884 | $392,884 |
| AMERICAN EXPRESS CO | $393,532 | $393,532 |
| AMERICAN HONDA FINANCE | $385,912 | $385,912 |
| AMERICAN HONDA FINANCE | $224,184 | $224,184 |
| AMGEN INC | $450,918 | $450,918 |
| ASTRAZENECA PLC | $386,644 | $386,644 |
| BHP BILLITON FIN USA LTD COMPANY | $388,516 | $388,516 |
| BANK OF AMERICA CORP | $916,978 | $916,978 |
| BANK OF MONTREAL | $536,558 | $536,558 |
| BANK OF NY MELLON CORP | $395,748 | $395,748 |
| BANK OF NOVA SCOTIA SR | $351,523 | $351,523 |
| BARCLAYS PLC SR | $390,678 | $390,678 |
| BERKSHIRE HATHAWAY ENERGY | $346,035 | $346,035 |
| BOEING CO | $459,427 | $459,427 |
| BROADCOM INC COMPANY | $348,692 | $348,692 |
| CIGNA GROUP/THE COMPANY | $308,387 | $308,387 |
| CVS PASS | $193,143 | $193,143 |
| CARGILL INC | $381,653 | $381,653 |
| CARRIER GLOBAL CORP | $233,059 | $233,059 |
| CATERPILLAR FINL SERVICE | $402,284 | $402,284 |
| CENTERPOINT ENERGY INC | $383,264 | $383,264 |
| CHARTER COMM OPT LLC/CAP | $408,932 | $408,932 |
| CITIGROUP INC | $549,084 | $549,084 |
| CITIBANK NA | $254,130 | $254,130 |
| DAIMLER TRUCK FINANCE | $385,340 | $385,340 |
| JOHN DEERE CAPITAL CORP | $453,020 | $453,020 |
| DIAGEO CAPITAL PLC COMPANY | $413,091 | $413,091 |
| EBAY INC | $335,346 | $335,346 |
| ENBRIDGE INC COMPANY | $387,884 | $387,884 |
| EQUITABLE FINANCIAL LIFE | $399,984 | $399,984 |
| FERGUSON FINANCE PLC | $539,363 | $539,363 |
| FORD MOTOR CREDIT CO LLC | $312,404 | $312,404 |
| GA GLOBAL FUNDING TRUST | $489,840 | $489,840 |
| GENERAL MOTORS FINL CO | $460,102 | $460,102 |
| HSBC HOLDINGS PLC | $387,824 | $387,824 |
| HSBC HOLDINGS PLC | $202,768 | $202,768 |
| HYUNDAI CAPITAL AMERICA | $382,519 | $382,519 |
| JPMORGAN CHASE + CO | $770,240 | $770,240 |
| JP MORGAN CHASE BANK NA | $252,243 | $252,243 |
| L3HARRIS TECH INC | $232,731 | $232,731 |
| LOWE S COS INC | $420,269 | $420,269 |
| MACQUARIE GROUP LTD | $540,310 | $540,310 |
| MASSMUTUAL GLOBAL FUNDING | $346,357 | $346,357 |
| MET TOWER GLOBAL FUNDING | $405,952 | $405,952 |
| MICROCHIP TECHNOLOGY INC COMPANY | $315,171 | $315,171 |
| MORGAN STANLEY | $255,255 | $255,255 |
| MORGAN STANLEY | $742,800 | $742,800 |
| NEW YORK LIFE GLOBAL | $393,320 | $393,320 |
| NEW YORK LIFE GLOBAL | $224,847 | $224,847 |
| NORTHWESTERN MUTUAL GLBL | $416,161 | $416,161 |
| ORACLE CORP | $513,084 | $513,084 |
| PACCAR FINANCIAL CORP | $611,466 | $611,466 |
| PACIFIC LIFE GF II | $274,960 | $274,960 |
| PFIZER INVESTMENT ENTER COMPANY | $418,811 | $418,811 |
| PG+E RECOVERY FND LLC SR | $365,051 | $365,051 |
| PHILLIPS 66 CO COMPANY GUARD | $385,648 | $385,648 |
| PIONEER NATURAL RESOURCE | $342,479 | $342,479 |
| PROTECTIVE LIFE GLOBAL | $329,700 | $329,700 |
| RTX CORP SR | $318,556 | $318,556 |
| ROYAL BANK OF CANADA | $400,048 | $400,048 |
| SOUTHERN CO | $410,877 | $410,877 |
| STATE STREET CORP | $223,197 | $223,197 |
| T MOBILE USA INC COMPANY | $473,790 | $473,790 |
| TAKE TWO INTERACTIVE SOF | $381,721 | $381,721 |
| TOYOTA MOTOR CORP | $437,478 | $437,478 |
| TRITON CONTAINER COMPANY | $438,974 | $438,974 |
| TRUIST FINANCIAL CORP | $391,696 | $391,696 |
| UBS GROUP AG | $492,885 | $492,885 |
| US BANCORP | $382,459 | $382,459 |
| UNITEDHEALTH GROUP INC | $391,708 | $391,708 |
| VERIZON COMMUNICATIONS | $390,289 | $390,289 |
| VOLKSWAGEN GROUP AMERICA COMPANY | $490,025 | $490,025 |
| VOLKSWAGEN GROUP AMERICA COMPANY | $202,836 | $202,836 |
| WEC ENERGY GROUP INC | $338,664 | $338,664 |
| WELLS FARGO BANK NA | $607,332 | $607,332 |
| CAPITAL ONE MULTI ASSET | $497,981 | $497,981 |
| DISCOVER CARD EXECUTION NOTE | $496,508 | $496,508 |
| FED HM LN | $395,764 | $395,764 |
| FNMA POOL | $344,579 | $344,579 |
| FNMA POOL | $366,252 | $366,252 |
| FNMA POOL | $362,101 | $362,101 |
| AMSR TRUST | $379,938 | $379,938 |
| CCG RECEIVABLES TRUST | $250,415 | $250,415 |
| CNH EQUIPMENT TRUST | $384,768 | $384,768 |
| DB MASTER FINANCE LLC | $348,439 | $348,439 |
| FIRSTKEY HOMES | $177,854 | $177,854 |
| FIRSTKEY HOMES TRUST | $210,608 | $210,608 |
| KUBOTA CREDIT OWNER TRUST | $566,277 | $566,277 |
| MMAF EQUIPMENT FINANCE LLC | $385,342 | $385,342 |
| PFS FINANCING CORP | $303,790 | $303,790 |
| PFS FINANCING CORP | $304,250 | $304,250 |
| PALMER SQUARE LOAN FUNDING LTD | $222,468 | $222,468 |
| PROGRESS RESIDENTIAL TRUST | $309,565 | $309,565 |
| PROGRESS RESIDENTIAL TRUST PROG 2021 | $84,776 | $84,776 |
| SMALL BUSINESS ADMINISTRATION | $234,277 | $234,277 |
| T MOBILE US TRUST TMUST 2022 | $399,178 | $399,178 |
| TACO BELL FUNDING, LLC | $264,156 | $264,156 |
| VERIZON MASTER TRUST | $397,865 | $397,865 |
| VERIZON MASTER TRUST | $538,259 | $538,259 |
| VERIZON MASTER TRUST | $230,766 | $230,766 |
| VERIZON MASTER TRUST | $381,097 | $381,097 |
| WENDYS FUNDING LLC | $128,793 | $128,793 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (57 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Corporate Stock | ||
| Abb Ltd | $2,883,487 | $2,883,487 |
| Adidas AG | $886,762 | $886,762 |
| Alibab Group Holding Ltd | $1,466,235 | $1,466,235 |
| Alimentation Couche-Tard Inc | $1,608,355 | $1,608,355 |
| Anhui Conch Cement Co, Ltd | $249,855 | $249,855 |
| Arch Capital Group Ltd | $3,005,336 | $3,005,336 |
| Associated British Foods PLC | $1,192,255 | $1,192,255 |
| Barry Callebaut AG REG | $47,207 | $47,207 |
| Bayer AG | $701,232 | $701,232 |
| The Berkeley Group Holdings PLC | $846,418 | $846,418 |
| Brenntag SE | $187,443 | $187,443 |
| CapeGemini | $1,262,275 | $1,262,275 |
| CIE Financiere Richemont | $1,475,257 | $1,475,257 |
| CNH Industrial N.V. | $717,628 | $717,628 |
| Compass Group PLC | $1,755,457 | $1,755,457 |
| Danone SA | $3,404,975 | $3,404,975 |
| DSM Firmenich | $663,833 | $663,833 |
| Freseni Medical Care | $610,705 | $610,705 |
| Garmin, Ltd | $1,703,155 | $1,703,155 |
| Groupe Bruxelles Lambert SA | $981,212 | $981,212 |
| GRUMA,S.A.B. | $589,300 | $589,300 |
| Hengan International Group Co, Ltd | $295,729 | $295,729 |
| Holcim, Ltd | $1,641,930 | $1,641,930 |
| HSBC Bank PLC | $1,386,927 | $1,386,927 |
| Inchcape PLC | $36,330 | $36,330 |
| Koninklijke Philips N.V. | $1,974,960 | $1,974,960 |
| Liberty Global LTD | $437,231 | $437,231 |
| Liberty Global LTD | $314,643 | $314,643 |
| Lloyds Banking Group PLC | $1,340,481 | $1,340,481 |
| Nintendo Co., Ltd | $683,806 | $683,806 |
| Nokia Corp | $663,159 | $663,159 |
| Nokia OYJ | $387,400 | $387,400 |
| Novartis | $3,496,949 | $3,496,949 |
| Pearson | $682,443 | $682,443 |
| RELX PLC | $136,630 | $136,630 |
| RELX PLC | $2,158,541 | $2,158,541 |
| Ryanair Holdings PLC | $148,784 | $148,784 |
| Safran SA | $1,986,239 | $1,986,239 |
| Samsung Electronics Co Ltd | $4,230,352 | $4,230,352 |
| Samsung Electronics Co Ltd | $528,794 | $528,794 |
| Sandoz Group | $328,006 | $328,006 |
| Sensata Technologies Holdings PLC | $643,386 | $643,386 |
| Seven & i Holdings Co Ltd | $698,482 | $698,482 |
| Sodexo | $487,390 | $487,390 |
| Sodexo | $26,631 | $26,631 |
| Sodexo SA | $1,228,875 | $1,228,875 |
| Suncor Energy Inc | $1,203,448 | $1,203,448 |
| Telefonica Brasil SA ADR | $361,644 | $361,644 |
| Trip.com Group Ltd | $603,972 | $603,972 |
| UBS GROUP | $3,628,944 | $3,628,944 |
| Unilever | $1,978,920 | $1,978,920 |
| Universal Music Group | $94,314 | $94,314 |
| Universal Music Group | $655,440 | $655,440 |
| Willis Towers Watson PLC | $1,968,433 | $1,968,433 |
| Monday.com | $552 | $552 |
| Receivable for Investments, Net | $8,589,230 | $8,589,230 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $22,884,195 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $22,884,195 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (132 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Other Investments | FMV | ||
| U.S. Partnership - 1 | FMV | $518,941 | $518,941 |
| U.S. Partnership - 2 | FMV | $51,202,791 | $51,202,791 |
| U.S. Partnership - 3 | FMV | $4,866,466 | $4,866,466 |
| U.S. Partnership - 4 | FMV | $1,582,026 | $1,582,026 |
| U.S. Partnership - 5 | FMV | $3,661,199 | $3,661,199 |
| U.S. Partnership - 6 | FMV | $1,221,726 | $1,221,726 |
| U.S. Partnership - 7 | FMV | $35,363 | $35,363 |
| U.S. Partnership - 8 | FMV | $409,901 | $409,901 |
| U.S. Partnership - 9 | FMV | $3,122,231 | $3,122,231 |
| U.S. Partnership - 10 | FMV | $8,049,055 | $8,049,055 |
| U.S. Partnership - 11 | FMV | $19,609,844 | $19,609,844 |
| U.S. Partnership - 12 | FMV | $25,551,860 | $25,551,860 |
| U.S. Partnership - 13 | FMV | $19,967,478 | $19,967,478 |
| U.S. Partnership - 14 | FMV | $1,630,274 | $1,630,274 |
| U.S. Partnership - 15 | FMV | $2,059,500 | $2,059,500 |
| U.S. Partnership - 16 | FMV | $9,087,706 | $9,087,706 |
| U.S. Partnership - 17 | FMV | $3,075,472 | $3,075,472 |
| U.S. Partnership - 18 | FMV | $1,602,440 | $1,602,440 |
| U.S. Partnership - 19 | FMV | $7,846,694 | $7,846,694 |
| U.S. Partnership - 20 | FMV | $20,186,263 | $20,186,263 |
| U.S. Partnership - 21 | FMV | $2,958,052 | $2,958,052 |
| U.S. Partnership - 22 | FMV | $3,258,379 | $3,258,379 |
| U.S. Partnership - 23 | FMV | $2,151,843 | $2,151,843 |
| U.S. Partnership - 24 | FMV | $2,922,154 | $2,922,154 |
| U.S. Partnership - 25 | FMV | $7,503,217 | $7,503,217 |
| U.S. Partnership - 26 | FMV | $6,700,940 | $6,700,940 |
| U.S. Partnership - 27 | FMV | $1,696,930 | $1,696,930 |
| U.S. Partnership - 28 | FMV | $1,868,377 | $1,868,377 |
| U.S. Partnership - 29 | FMV | $5,125,838 | $5,125,838 |
| U.S. Partnership - 30 | FMV | $1,841,595 | $1,841,595 |
| U.S. Partnership - 31 | FMV | $814,670 | $814,670 |
| U.S. Partnership - 32 | FMV | $26,332,947 | $26,332,947 |
| U.S. Partnership - 33 | FMV | $9,632,458 | $9,632,458 |
| U.S. Partnership - 34 | FMV | $67,984,629 | $67,984,629 |
| U.S. Partnership - 35 | FMV | $7,364,422 | $7,364,422 |
| U.S. Partnership - 36 | FMV | $5,996,522 | $5,996,522 |
| U.S. Partnership - 37 | FMV | $23,609,394 | $23,609,394 |
| U.S. Partnership - 38 | FMV | $14,041,001 | $14,041,001 |
| U.S. Partnership - 39 | FMV | $6,361,007 | $6,361,007 |
| U.S. Partnership - 40 | FMV | $6,588,669 | $6,588,669 |
| U.S. Partnership - 41 | FMV | $7,449,433 | $7,449,433 |
| U.S. Partnership - 42 | FMV | $3,879,670 | $3,879,670 |
| U.S. Partnership - 43 | FMV | $69,718 | $69,718 |
| U.S. Partnership - 44 | FMV | $22,722,881 | $22,722,881 |
| U.S. Partnership - 45 | FMV | $25,281,728 | $25,281,728 |
| U.S. Partnership - 46 | FMV | $15,351,951 | $15,351,951 |
| U.S. Partnership - 47 | FMV | $753,764 | $753,764 |
| U.S. Partnership - 48 | FMV | $3,491,769 | $3,491,769 |
| U.S. Partnership - 49 | FMV | $2,707,917 | $2,707,917 |
| U.S. Partnership - 50 | FMV | $6,360,017 | $6,360,017 |
| U.S. Partnership - 51 | FMV | $4,722,200 | $4,722,200 |
| U.S. Partnership - 52 | FMV | $24,148,359 | $24,148,359 |
| U.S. Partnership - 53 | FMV | $3,573,408 | $3,573,408 |
| U.S. Partnership - 54 | FMV | $6,270,937 | $6,270,937 |
| U.S. Partnership - 55 | FMV | $4,319,872 | $4,319,872 |
| U.S. Partnership - 56 | FMV | $5,563,970 | $5,563,970 |
| U.S. Partnership - 57 | FMV | $6,993,411 | $6,993,411 |
| U.S. Partnership - 58 | FMV | $876,578 | $876,578 |
| U.S. Partnership - 59 | FMV | $52,528 | $52,528 |
| U.S. Partnership - 60 | FMV | $1,253,935 | $1,253,935 |
| U.S. Partnership - 61 | FMV | $8,607,109 | $8,607,109 |
| U.S. Partnership - 62 | FMV | $148,831 | $148,831 |
| U.S. Partnership - 63 | FMV | $141,068 | $141,068 |
| U.S. Partnership - 64 | FMV | $8,010,509 | $8,010,509 |
| U.S. Partnership - 65 | FMV | $9,165,824 | $9,165,824 |
| U.S. Partnership - 66 | FMV | $126,847 | $126,847 |
| U.S. Partnership - 67 | FMV | $641,563 | $641,563 |
| U.S. Partnership - 68 | FMV | $638,444 | $638,444 |
| U.S. Partnership - 69 | FMV | $653,361 | $653,361 |
| U.S. Partnership - 70 | FMV | $31,703,168 | $31,703,168 |
| U.S. Partnership - 71 | FMV | $23,159 | $23,159 |
| U.S. Partnership - 72 | FMV | $30,083 | $30,083 |
| U.S. Partnership - 73 | FMV | $3,526,914 | $3,526,914 |
| U.S. Partnership - 74 | FMV | $53,758,000 | $53,758,000 |
| U.S. Partnership - 75 | FMV | $2,957,324 | $2,957,324 |
| U.S. Partnership - 76 | FMV | $1,042,929 | $1,042,929 |
| U.S. Partnership - 77 | FMV | $26,885,045 | $26,885,045 |
| U.S. Partnership - 78 | FMV | $299,415 | $299,415 |
| U.S. Partnership - 79 | FMV | $6,177,292 | $6,177,292 |
| Non - U.S. Partnership - 1 | FMV | $56,483,709 | $56,483,709 |
| Non - U.S. Partnership - 2 | FMV | $34,891,453 | $34,891,453 |
| Non - U.S. Partnership - 3 | FMV | $63,449,278 | $63,449,278 |
| Non - U.S. Partnership - 4 | FMV | $2,681,322 | $2,681,322 |
| Non - U.S. Partnership - 5 | FMV | $4,178,561 | $4,178,561 |
| Non - U.S. Partnership - 6 | FMV | $14,681,642 | $14,681,642 |
| Non - U.S. Partnership - 7 | FMV | $75,119 | $75,119 |
| Non - U.S. Partnership - 8 | FMV | $998,832 | $998,832 |
| Non - U.S. Partnership - 9 | FMV | $8,937,931 | $8,937,931 |
| Non - U.S. Partnership - 10 | FMV | $3,703,038 | $3,703,038 |
| Non - U.S. Partnership - 11 | FMV | $5,801,880 | $5,801,880 |
| Non - U.S. Partnership - 12 | FMV | $1,541,546 | $1,541,546 |
| Non - U.S. Partnership - 13 | FMV | $3,034,238 | $3,034,238 |
| Non - U.S. Partnership - 14 | FMV | $3,138,270 | $3,138,270 |
| Non - U.S. Partnership - 15 | FMV | $15,569,014 | $15,569,014 |
| Non - U.S. Partnership - 16 | FMV | $21,932,000 | $21,932,000 |
| Non - U.S. Partnership - 17 | FMV | $157,791 | $157,791 |
| Non - U.S. Partnership - 18 | FMV | $3,406,876 | $3,406,876 |
| Non - U.S. Partnership - 19 | FMV | $2,504,603 | $2,504,603 |
| Non - U.S. Partnership - 20 | FMV | $7,362,282 | $7,362,282 |
| Non - U.S. Partnership - 21 | FMV | $2,029,665 | $2,029,665 |
| Non - U.S. Partnership - 22 | FMV | $920,576 | $920,576 |
| Non - U.S. Partnership - 23 | FMV | $64,167,527 | $64,167,527 |
| Non - U.S. Partnership - 24 | FMV | $43,736,375 | $43,736,375 |
| Non - U.S. Partnership - 25 | FMV | $5,064,138 | $5,064,138 |
| Non - U.S. Partnership - 26 | FMV | $4,064,058 | $4,064,058 |
| Non - U.S. Partnership - 27 | FMV | $499,082 | $499,082 |
| Non - U.S. Partnership - 28 | FMV | $47,666,205 | $47,666,205 |
| Non - U.S. Partnership - 29 | FMV | $908,442 | $908,442 |
| Non - U.S. Partnership - 30 | FMV | $4,970,139 | $4,970,139 |
| Non - U.S. Partnership - 31 | FMV | $20,806,987 | $20,806,987 |
| Non - U.S. Partnership - 32 | FMV | $7,399,395 | $7,399,395 |
| Non - U.S. Partnership - 33 | FMV | $14,445,104 | $14,445,104 |
| Non - U.S. Partnership - 34 | FMV | $10,117,157 | $10,117,157 |
| Non - U.S. Partnership - 35 | FMV | $1,704,293 | $1,704,293 |
| Non - U.S. Partnership - 36 | FMV | $9,678 | $9,678 |
| Non - U.S. Partnership - 37 | FMV | $1,078,799 | $1,078,799 |
| Non - U.S. Partnership - 38 | FMV | $12,356,721 | $12,356,721 |
| Non - U.S. Partnership - 39 | FMV | $21,401,633 | $21,401,633 |
| Non - U.S. Partnership - 40 | FMV | $17,705,110 | $17,705,110 |
| Non - U.S. Partnership - 41 | FMV | $1,089,772 | $1,089,772 |
| Non - U.S. Partnership - 42 | FMV | $42,990,296 | $42,990,296 |
| Non - U.S. Partnership - 43 | FMV | $4,127 | $4,127 |
| Non - U.S. Partnership - 44 | FMV | $5,048,620 | $5,048,620 |
| Non - U.S. Partnership - 45 | FMV | $2,189,479 | $2,189,479 |
| Non - U.S. Partnership - 46 | FMV | $17,762,556 | $17,762,556 |
| Non - U.S. Partnership - 47 | FMV | $19,680,161 | $19,680,161 |
| Non - U.S. Partnership - 48 | FMV | $56,595,687 | $56,595,687 |
| Non - U.S. Partnership - 49 | FMV | $8,678,588 | $8,678,588 |
| Non - U.S. Partnership - 50 | FMV | $127,208 | $127,208 |
| Non - U.S. Partnership - 51 | FMV | $13,342,791 | $13,342,791 |
| Non - U.S. Partnership - 52 | FMV | $1,604,038 | $1,604,038 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and fixtures | $1,058,077 | $313,903 | $744,174 | $744,174 |
| Improvements | $7,952,858 | $2,085,684 | $5,867,174 | $5,867,174 |
| Miscellaneous | $133,497 | $19,494 | $114,003 | $114,003 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $277,263 | LegalFeesAmt |
| Net Investment Income | $42,998 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $244,233 | DisbursementsCharitablePrpsAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $25,000,000 | MortgageAmt |
Note Payable NotePayableGrp
Lender Name LenderNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | First Republic Bank | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $25,000,000 | LoanOriginalAmt |
| Loan Purpose | Line of Credit | LoanPurposeTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Landlord reimbursement | $39,739 | $36,268 | $36,268 |
| Taxes receivable | $278,356 | $1,656,128 | $1,656,128 |
| Payroll and Cobra receivable | $185 | $5,041 | $5,041 |
| ROU Asset | $17,266,771 | $15,920,645 | $15,920,645 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Computer software, maintenance and parts | $489,013 | $47,942 | $565,425 |
| Dues | $73,755 | $2,202 | $72,177 |
| Insurance | $140,357 | $13,761 | $159,575 |
| NYS Filing fee | $1,800 | $1,800 | |
| Office management | $105,765 | $7,569 | $70,614 |
| Payroll services | $25,025 | $2,453 | $22,571 |
| Training courses | $189,762 | $23,744 | $173,281 |
| Commissioned services | $18,582 | $18,582 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other investment income | Desc |
| Revenue And Expenses Per Books | $2,022,873 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$83,305 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain | Desc |
| Amt | $95,156,994 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Deferred Federal excise tax | $4,780,462 | $6,160,220 |
| Building Lease obligation | $18,584,449 | $17,216,040 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Consultants - non DCA | $2,444,206 | $34,018 | $2,504,935 |
| DCA - Knowledge Sharing & Dissemination | $2,303,968 | $2,275,572 | |
| DCA - Public Policy | $391,770 | $447,224 | |
| DCA - Research | $841,611 | $930,780 | |
| DCA - Technical Assistance to Grantees | $2,251,291 | $2,376,908 | |
| Investment fees | $1,261,733 | $5,092,148 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal UBIT & Excise Taxes | $875,673 | |
| Foreign taxes | $86,451 | $526,278 |