KETTERING FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KETTERING FAMILY FOUNDATION (EIN 31-0727384)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349100119
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T08:28:12-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 S PATTERSON BLVD | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45402 | 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 | 310727384 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KETTERING FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KETT | BusinessNameControlTxt |
| Phone | 9372281021 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 NORTH MAIN ST SUITE 1480 | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45423 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES F KETTERING III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9372281021 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN O CRIM | PreparerPersonNm |
| PTIN | P00368385 | PTIN |
| Phone | 9372980201 | 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 | $125,412,312 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,681,346 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,665,808 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,215,374 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,928,015 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,215,374 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $829,665 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $484,415 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,728,385 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,365,597 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,510 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,255 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,255 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $620,323 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $419,417 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $200,906 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $10,730 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $10,730 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $266,473 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,999 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $794,114 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $776,984 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,164 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,721,050 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,237,835 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $228,775 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,292,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,292,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,013,800 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,237,835 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,521,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,285,415 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,127,762 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,566 | CashBOYAmt |
| Cash EOY | $7,400 | CashEOYAmt |
| Cash EOYFMV | $7,400 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,072,222 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,039,765 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,039,765 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $8,215 | AcctRcvblAmt |
| Acct Rcvbl EOY | $8,215 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $8,215 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $27,420,585 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,077,260 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $46,234,495 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $61,542,305 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $62,188,880 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $76,993,760 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,696,934 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,128,677 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,128,677 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $96,735,612 | TotalAssetsBOYAmt |
| Total Assets EOY | $92,450,197 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $125,412,312 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $96,735,612 | RetainedEarningBOYAmt |
| Retained Earning EOY | $92,450,197 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $96,735,612 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $92,450,197 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $96,735,612 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $92,450,197 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $96,735,612 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,285,415 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $92,450,197 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $92,450,197 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| AEA INVESTORS FUND VI AIV LP | P | $372,598 | $372,598 | $372,598 | |
| AEA INVESTORS FUND VI, LP. | P | $11,246 | $11,246 | $11,246 | |
| AEA INVESTORS FUND VI, L.P. | P | -$55 | -$55 | $55 | |
| ARCLIGHT ENERGY PARTNERS FUND VI LP | P | $244,471 | $244,471 | $244,471 | |
| BLACKSTONE RE PARTNERS EUROPE V-NQ LP | P | $18,303 | $18,303 | $18,303 | |
| COMMONFUND CAPITAL PARTNERS III, L.P | P | -$24,466 | -$24,466 | $24,466 | |
| COMMONFUND CAPITAL PARTNERS IV, L.P. | P | $105,003 | $105,003 | $105,003 | |
| COMMONFUND CAPITAL PARTNERS IX LP | P | $153 | $153 | $153 | |
| CONSONANCE CAPITAL MANAGEMENT LP | P | -$54,985 | -$54,985 | $54,985 | |
| CONTRARIAN EMERGING MARKETS OFF FUND LTD | P | $720,324 | $720,324 | $720,324 | |
| FUNDAMENTAL PARTNERS III-A, L.P. | P | $62,677 | $62,677 | $62,677 | |
| HARRISON STREET REAL ESTATE PTRS V | P | $26,584 | $26,584 | $26,584 | |
| IPI DATA CENTER PARTNERS FUND I-A, L | P | $195,371 | $195,371 | $195,371 | |
| JLL PARTNERS FUND VII, L.P. | P | -$83,328 | -$83,328 | $83,328 | |
| JLL PARTNERS FUND VIII, L.P. | P | -$131,143 | -$131,143 | $131,143 | |
| KKR GLOBAL INFRASTRUCTURE INVESTORS III (ALTITUDE) LP | P | -$1,225 | -$1,225 | $1,225 | |
| KKR GLOBAL INFRASTRUCTURE INVESTORS III (KNOX) LP | P | $3 | $3 | $3 | |
| KKR GLOBAL INFRASTRUCTURE INVESTORS III (NITROGEN) LP | P | -$1 | -$1 | $1 | |
| KKR GLOBAL INFRASTRUCTURE INVESTORS III (PINNACLE A) LP | P | $968 | $968 | $968 | |
| KKR GLOBAL INFRASTRUCTURE INVESTORS III (SAIL) LP | P | -$97 | -$97 | $97 | |
| MILLENNIUM INTERNATIONAL LTD | P | $1,098,690 | $1,098,690 | $1,098,690 | |
| NEUBERGER BERMAN PRIVATE DEBT FD II | P | $397 | $397 | $397 | |
| NEW BCIM STRATEGIC VALUE OFFSHORE 2 LP | P | -$2,670,211 | -$2,670,211 | $2,670,211 | |
| OWL VENTURES II, L.P. | P | -$42,893 | -$42,893 | $42,893 | |
| PRF FUND I LP | P | $30,460 | $30,460 | $30,460 | |
| PUBLICLY TRADED SECURITIES - LT | P | $6,253,150 | $279,901 | $279,901 | $5,973,249 |
| PUBLICLY TRADED SECURITIES - ST | P | $2,540,495 | -$189,580 | -$189,580 | $2,730,075 |
| RAMIUS MERGER FUND LTD | P | $51,946 | $51,946 | $51,946 | |
| REDMILE BIOPHARMA INVESTMENTS III LP | P | -$196 | -$196 | $196 | |
| STONELAKE OPPORTUNITY PARTNERS VI | P | $21,744 | $21,744 | $21,744 | |
| SUVRETTA OFFSHORE FUND LTD | P | $780,862 | $780,862 | $780,862 | |
| THACKERAY PARTNERS REALTY FUND IV LP | P | -$717 | -$717 | $717 | |
| CAPITAL GAINS DIVIDENDS | P | $392,570 | $392,570 | $392,570 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,215,374 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,576 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,576 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,576 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $145,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $145,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1,721 | EsPenaltyAmt |
| Overpayment | $113,703 | OverpaymentAmt |
| Applied To ES Tax | $113,703 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.KETTERINGFAMILYPHILANTHROPIES.ORG | WebsiteAddressTxt |
| Individual With Books | ANCHIN | IndividualWithBooksNm |
| Phone | 2128403456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 TIMES SQUARE FLOOR 25 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES F KETTERING III | ||||||||
| 40 NORTH MAIN ST SUITE 1480 | DAYTON | OH | 45423 | CO-PRESIDENT | 2.00 | $0 | $0 | $0 |
| LINDA H HANAUER | ||||||||
| 40 NORTH MAIN ST SUITE 1480 | DAYTON | OH | 45423 | CO-PRESIDENT (THRU 12/23) | 10.00 | $0 | $0 | $0 |
| DEBRA L WILLIAMSON | ||||||||
| 40 NORTH MAIN ST SUITE 1480 | DAYTON | OH | 45423 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| KAREN W CUSHNIE | ||||||||
| 40 NORTH MAIN ST SUITE 1480 | DAYTON | OH | 45423 | SECRETARY/TREASURER | 2.00 | $0 | $0 | $0 |
| SUSAN S KETTERING | ||||||||
| 40 NORTH MAIN ST SUITE 1480 | DAYTON | OH | 45423 | ASSISTANT TREASURER | 2.00 | $0 | $0 | $0 |
| KYLE W KIM | ||||||||
| 40 NORTH MAIN ST SUITE 1480 | DAYTON | OH | 45423 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ALBERT W LELAND | ||||||||
| 40 NORTH MAIN ST SUITE 1480 | DAYTON | OH | 45423 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JANE K LOMBARD | ||||||||
| 40 NORTH MAIN ST SUITE 1480 | DAYTON | OH | 45423 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| RICHARD J LOMBARD | ||||||||
| 40 NORTH MAIN ST SUITE 1480 | DAYTON | OH | 45423 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DOUGLAS E WILLIAMSON | ||||||||
| 40 NORTH MAIN ST SUITE 1480 | DAYTON | OH | 45423 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SHALYN R KETTERING | ||||||||
| 40 NORTH MAIN ST SUITE 1480 | DAYTON | OH | 45423 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| PETER A WILLIAMSON | ||||||||
| 40 NORTH MAIN ST SUITE 1480 | DAYTON | OH | 45423 | TRUSTEE | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE REED | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 NORTH MAIN ST SUITE 1480 | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATIVE DIREC | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 28.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $62,825 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP MORGAN | |||||
| 1650 MARKET STREET 47TH FLOOR | PHILADELPHIA | PA | 19103 | INVESTMENT CUSTODIAN | $233,135 |
| RIDGELEIGH MANAGEMENT COMPANY | |||||
| 850 LIBRARY AVENUE SUITE 204 | NEWARK | DE | 19711 | MANAGEMENT SERVICES | $200,906 |
| MACD ADVISORS LLC | |||||
| 19 BEECHWOOD ROAD 3RD FLOOR | SUMMIT | NJ | 07901 | INVESTMENT ADVISORS | $125,001 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $120,094,609 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,452,523 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,128,677 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $128,675,809 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $128,675,809 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,930,137 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $126,745,672 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,337,284 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,337,284 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,576 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $65,022 | IncomeTaxAmt |
| Total Tax | $94,598 | TotalTaxAmt |
| Distributable Before Adj | $6,242,686 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,242,686 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,242,686 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,521,525 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,521,525 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,242,686 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,094,399 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,521,525 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,094,399 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,427,126 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $815,560 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KETTERING FAMILY PHILANTHROPIES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 N MAIN ST SUITE 1480 | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9372281021 | RecipientPhoneNum |
| Recipient Email Address | INFO@KETTERINGFAMILYPHILANTHROPIES.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICANTS MUST COMPLETE THE REQUEST SUMMARY ON THE FOUNDATION'S WEBSITE: WWW.KETTERINGFAMILYPHILANTHROPIES.ORG. IF THERE IS SUFFICIENT TRUSTEE INTEREST AN EXPANDED PROPOSAL WILL BE REQUESTED. PROPOSALS ARE REQUIRED TO BE SUBMITTED ELECTRONICALLY ACCORDING TO DIRECTIONS PUBLISHED ON THE FOUNDATION'S WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROPOSAL DEADLINES ARE JANUARY 31 AND JULY 31 OF EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTIONS MAY APPLY - SEE THE FOUNDATION'S WEBSITE FOR FURTHER INFORMATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (169 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 1N5 | |||||||
| 3975 ERIE AVENUE | CINCINNATI | OH | 45208 | PC | BUILDING RESILIENCY IN YOUTH | $25,000 | |
| 350 COLORADO | |||||||
| 2861 ELLISON PL | BOULDER | CO | 803043540 | PC | MOBILIZING A JUSTICE-BASED TRANSITION FROM FOSSIL FUELS ACROSS COLORADO | $10,000 | |
| 826DC | |||||||
| 3333 14TH STREET NW SUITE M-120 | WASHINGTON | DC | 20010 | PC | FREE CREATIVE WRITING AND LITERACY PROGRAMS FOR UNDERSERVED STUDENTS | $15,000 | |
| 826NYC INC | |||||||
| 372 FIFTH AVENUE | BROOKLYN | NY | 11215 | PC | 2022-2023 YOUTH WRITING PROGRAMS | $25,000 | |
| AIR FORCE MUSEUM FOUNDATION INC | |||||||
| 1100 SPAATZ STREET | WRIGHT PATTERSON AFB | OH | 45433 | PC | NATIONAL MUSEUM OF THE US AIR FORCE | $25,000 | |
| AMERICAN GOVERNANCE FOUNDATION | |||||||
| 548 MARKET ST SUITE 43905 | SAN FRANCISCO | CA | 94104 | PC | CENTER FOR STRATEGIC TRANSLATION | $10,000 | |
| ANTIOCH COLLEGE | |||||||
| 1 MORGAN PLACE | YELLOW SPRINGS | OH | 45387 | PC | ANTIOCH COLLEGE WORKS: PREPARING STUDENTS TO TAKE ACTION IN THE WORLD | $100,000 | |
| APEX ART CURATORIAL PROGRAM | |||||||
| 291 CHURCH STREET | NEW YORK | NY | 10013 | PC | APEXART'S NYC OPEN CALL EXHIBITION PROGRAM | $25,000 | |
| ATLANTA BALLET | |||||||
| 1695 MARIETTA BOULEVARD NW | ATLANTA | GA | 30318 | PC | ATLANTA BALLET COMMUNITY ENGAGEMENT 2023/24 | $35,000 | |
| AYUDA | |||||||
| 1990 K ST NW SUITE 500 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT OF MISSON | $10,000 | |
| BANG ON A CAN | |||||||
| 80 HANSON PLACE SUITE 301 | BROOKLYN | NY | 11217 | PC | LONG PLAY FESTIVAL 2024 | $25,000 | |
| BARD COLLEGE CENTER FOR CURATORIAL STUDIES | |||||||
| 33 GARDEN ROAD | ANNANDALEONHUDSON | NY | 12504 | PC | INDIAN THEATER EXHIBITION AT THE HESSEL MUSEUM OF ART | $10,000 | |
| BEAVER CREEK WETLANDS ASSOCIATION | |||||||
| 1999 DAYTON XENIA ROAD | BEAVERCREEK | OH | 45432 | PC | BEAVER CREEK WETLANDS RESTORATION AND TRAIL ACCESS | $100,000 | |
| BERKSHIRE MUSEUM | |||||||
| 39 SOUTH STREET ROUTE 7 | PITTSFIELD | MA | 01201 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BIG BROTHERS BIG SISTERS OF COLORADO | |||||||
| 750 W HAMPDEN AVE SUITE 450 | ENGLEWOOD | CO | 80110 | PC | BIG FUTURES PROGRAM | $10,000 | |
| BOCA BALLET THEATRE COMPANY | |||||||
| 7630 NW 6TH AVE | BOCA RATON | FL | 33487 | PC | KEEP ON DANCING 2023 | $30,000 | |
| BOOKTRAILS | |||||||
| 68 9TH STREET | STEAMBOAT SPRINGS | CO | 80487 | PC | BOOKTRAILS SCHOLARS PROGRAM | $25,000 | |
| BOOKTRAILS | |||||||
| 68 9TH STREET | STEAMBOAT SPRINGS | CO | 80487 | PC | CAPITAL CAMPAIGN | $25,000 | |
| BOULDER FOOD RESCUE | |||||||
| PO BOX 284 | BOULDER | CO | 803060284 | PC | ROOTABLE COOPERATIVE | $15,000 | |
| BOYS & GIRLS CLUBS OF NORTHWEST COLORADO | |||||||
| PO BOX 776410 | STEAMBOAT SPRINGS | CO | 80477 | PC | PROJECT LEARN 2.0 | $25,000 | |
| BROOKLYN ARTS COUNCIL | |||||||
| 20 JAY STREET SUITE 616 | BROOKLYN | NY | 11201 | PC | 2023-2024 GENERAL OPERATING SUPPORT | $50,000 | |
| BROOKLYN BOTANIC GARDEN CORPORATION | |||||||
| 1000 WASHINGTON AVENUE | BROOKLYN | NY | 11225 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BROOKLYN BOTANIC GARDEN CORPORATION | |||||||
| 1000 WASHINGTON AVENUE | BROOKLYN | NY | 11225 | PC | CHILDREN'S EDUCATION AT BROOKLYN BOTANIC GARDEN | $25,000 | |
| CANDID | |||||||
| 1422 EUCLID AVENUE SUITE 1600 | CLEVELAND | OH | 44011 | PC | 2024 OPERATING SUPPORT | $3,500 | |
| CAYUCOS EDUCATIONAL FOUNDATION | |||||||
| PO BOX 566 | CAYUCOS | CA | 93430 | PC | ARTS, MUSIC AND TECH PROGRAMS | $15,000 | |
| CAYUCOS LAND CONSERVANCY | |||||||
| PO BOX 336 | CAYUCOS | CA | 93430 | PC | LAND ACQUISITION | $15,000 | |
| CEC ARTSLINK | |||||||
| 28 HUBERT STREET | NEW YORK | NY | 10013 | PC | ARTSLINK TRANSNATIONAL ARTISTS' RESIDENCIES | $220,000 | |
| CENTER FOR PERSONALIZED EDUCATION FOR PROFESSIONALS | |||||||
| 720 S COLORADO BLVD SUITE 1100-N | DENVER | CO | 80246 | PC | UNRESTRICTED OPERATING SUPPORT | $2,500 | |
| CENTRAL CITY OPERA HOUSE ASSOCIATION | |||||||
| 4875 WARD RD SUITE 100 | WHEAT RIDGE | CO | 80033 | PC | ENDOWMENT | $2,250 | |
| CHEF ANN FOUNDATION | |||||||
| 5485 CONESTOGA COURT SUITE 110F | BOULDER | CO | 80301 | PC | THE LUNCH BOX | $20,000 | |
| CHILDREN'S HOSPITAL COLORADO FOUNDATION | |||||||
| 13123 E 16TH AVE BOX 045 | DENVER | CO | 80045 | PC | CHILDREN'S HOSPITAL COLORADO FOUNDATION - THE 2221 SOCIETY | $10,000 | |
| CHILDREN'S HOSPITAL COLORADO FOUNDATION | |||||||
| 13123 E 16TH AVE BOX 045 | DENVER | CO | 80045 | PC | CHILDREN'S HOSPITAL COLORADO FOUNDATION - THE 2221 SOCIETY | $5,000 | |
| CHILDREN'S HOSPITAL COLORADO FOUNDATION | |||||||
| 13123 E 16TH AVE BOX 045 | DENVER | CO | 80045 | PC | CHILDREN'S HOSPITAL COLORADO FOUNDATION - THE 2221 SOCIETY | $10,000 | |
| CHILDREN'S RESEARCH INSTITUTE (CRI) | |||||||
| 111 MICHIGAN AVE NW | WASHINGTON | DC | 20010 | PC | UREA CYCLE DISORDERS CONSORTIUM | $500,000 | |
| CHILDREN'S TUMOR FOUNDATION | |||||||
| 697 THIRD AVENUE SUITE 418 | NEW YORK | NY | 10017 | PC | THE ROLE OF SCHWANN CELLS IN THE ONSET OF PAIN DUE TO NEUROFIBROMATOSIS-1 (NF1) | $50,000 | |
| CHILDREN'S TUMOR FOUNDATION | |||||||
| 120 WALL STREET 16TH FLOOR | NEW YORK | NY | 10005 | PC | CHILDREN'S TUMOR FOUNDATION | $10,000 | |
| CITY GROWERS INC | |||||||
| 63 FLUSHING AVE BUILDING 3 UNIT | BROOKLYN | NY | 11205 | PC | URBAN ECOLOGY: INTRODUCING BROOKLYN'S YOUNG PEOPLE TO NEIGHBORHOOD NATURE | $15,000 | 1105 |
| COLORADO FARM TO TABLE | |||||||
| PO BOX 826 | SALIDA | CO | 81201 | PC | FRESH AND HEALTHY PRODUCE FOR FOOD-INSECURE COLORADANS | $15,000 | |
| COLORADO HOSTING ASYLUM NETWORK | |||||||
| 11757 W KEN CARYL AVE STE F BOX 414 | LITTLETON | CO | 80127 | PC | LEGAL EXPENSES OF ASYLUM SEEKERS | $5,000 | |
| COLORADO LEGAL SERVICES | |||||||
| 1905 SHERMAN STREET SUITE 300 | DENVER | CO | 80203 | PC | CRITICAL CIVIL LEGAL AID FOR VULNERABLE COLORADANS | $50,000 | |
| COLORADO WATER TRUST | |||||||
| 1312 17TH ST 766 | DENVER | CO | 80202 | PC | INNOVATIVE SOLUTIONS FOR THE COLORADO RIVER BASIN | $25,000 | |
| COMMUNITIES FIRST INC | |||||||
| 415 W COURT STREET | FLINT | MI | 48503 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| COMMUNITY FOOD SHARE | |||||||
| 650 S TAYLOR AVE | LOUISVILLE | CO | 80027 | PC | FOOD DISTRIBUTION TO LOW INCOME FAMILIES & OLDER ADULTS | $10,000 | |
| COMMUNITY FOUNDATION SAN LUIS OBISPO COUNTY | |||||||
| 550 DANA ST | SAN LUIS OBISPO | CA | 93401 | PC | CAYUCOS VET HALL | $17,000 | |
| COMMUNITY HELP IN PARK SLOPE (CHIPS) | |||||||
| 200 FOURTH AVENUE | BROOKLYN | NY | 11217 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CRAYONS TO CLASSROOMS | |||||||
| 1750 WOODMAN DRIVE | DAYTON | OH | 45420 | PC | WAREHOUSE EXPANSION FOR GROWTH IN DISTRIBUTIONS TO TEACHERS | $50,000 | |
| DANBURY HOSPITAL | |||||||
| 24 HOSPITAL AVENUE | DANBURY | CT | 06810 | PC | "EARN AND LEARN" CAREER READINESS PROGRAM FOR HIGH SCHOOL STUDENTS AT DANBURY HOSPITAL | $25,000 | |
| DARTMOUTH-HITCHCOCK HEALTH | |||||||
| ONE MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | PC | MEETING THE NEEDS OF OUR COMMUNITY: A NEW PATIENT PAVILION AT DARTMOUTH HITCHCOCK MEDICAL CENTER | $200,000 | |
| DAYTON METRO LIBRARY FOUNDATION | |||||||
| 215 E THIRD STREET | DAYTON | OH | 45402 | PC | BOOKMOBILE | $125,000 | |
| DAYTON PERFORMING ARTS ALLIANCE | |||||||
| 126 N MAIN STREET | DAYTON | OH | 45402 | PC | DANCER PHYSICAL HEALTH INITIATIVES | $20,000 | |
| DAYTON SOCIETY OF NATURAL HISTORY | |||||||
| 2600 DEWEESE PARKWAY | DAYTON | OH | 45414 | PC | DAYTON'S DINOSAUR: LAYING THE GROUNDWORK | $100,000 | |
| DENVER CHILDREN'S ADVOCACY CENTER | |||||||
| 2149 FEDERAL BOULEVARD | DENVER | CO | 80211 | PC | MENTAL HEALTH TREATMENT | $35,000 | |
| DENVER KIDS INC | |||||||
| 780 GRANT STREET | DENVER | CO | 80203 | PC | YOUTH PATHWAYS PROGRAM AND FIRST YEAR RETENTION PROGRAM | $35,000 | |
| DENVER SCHOLARSHIP FOUNDATION | |||||||
| 789 SHERMAN STREET SUITE 610 | DENVER | CO | 80203 | PC | COLLEGE ACCESS - MULTIPLE PATHWAYS TO SUCCESS | $15,000 | |
| EARTHLINKS | |||||||
| 2746 W 13TH AVE | DENVER | CO | 80204 | PC | WORKSHOP PROGRAM | $15,000 | |
| EDWINS LEADERSHIP AND RESTAURANT INSTITUTE | |||||||
| 13101 SHAKER SQUARE | CLEVELAND | OH | 44120 | PC | GENERAL SUPPORT FOR CULINARY EDUCATION AND SECOND CHANCES FOR THE PREVIOUSLY INCARCERATED | $75,000 | |
| ENTREPRENEURS OF TOMORROW | |||||||
| 621 W 145TH ST | NEW YORK CITY | NY | 10031 | PC | ENTREPRENEURS OF TOMORROW | $5,000 | |
| ENVIRONMENTAL LEARNING FOR KIDS | |||||||
| 12680 ALBROOK DR | DENVER | CO | 80239 | PC | ELK EDUCATION PROGRAMS | $20,000 | |
| FABRETTO CHILDREN'S FOUNDATION | |||||||
| 1563 SHERMAN AVE SUITE 201 | EVANSTON | IL | 60201 | PC | STRENGTHENING EDUCATION IN UNDERSERVED COMMUNITIES OF HONDURAS | $25,000 | |
| FRANKLIN COUNTY HISTORICAL SOCIETY | |||||||
| 333 W BROAD ST | COLUMBUS | OH | 432152738 | PC | COSI CONNECTS | $15,000 | |
| GLEN ARBOR ARTS CENTER | |||||||
| 6031 S LAKE STREET PO BOX 305 | GLEN ARBOR | MI | 49636 | PC | ART EVERYWHERE PROGRAMMING | $45,000 | |
| GRAND RAPIDS BALLET | |||||||
| 341 ELLSWORTH AVE SE | GRAND RAPIDS | MI | 49503 | PC | 23/24 SEASON MATINEES | $10,000 | |
| GREATER DAYTON UNION CO-OP INITIATIVE | |||||||
| 840 GERMANTOWN STREET | DAYTON | OH | 45402 | PC | WESTSIDE MAKERSPACE | $100,000 | |
| GREEN CHIMNEYS | |||||||
| 400 DOANSBURG RD PO BOX 719 | BREWSTER | NY | 105090719 | PC | FARM AND WILDLIFE PROGRAM | $5,000 | |
| GRID ALTERNATIVES COLORADO | |||||||
| 4845 OAKLAND STREET | DENVER | CO | 80239 | PC | WORKFORCE DEVELOPMENT FOR A CLEAN ENERGY FUTURE | $25,000 | |
| GULF OF MAINE RESEARCH INSTITUTE | |||||||
| 350 COMMERCIAL STREET | PORTLAND | ME | 04101 | PC | EMPOWERING NEW ENGLAND'S NEXT GEN. OF ENVIRONMENTAL SCIENTISTS & STEWARDS | $20,000 | |
| HANNAH'S TREASURE CHEST | |||||||
| 124 WESTPARK RD | CENTERVILLE | OH | 45459 | PC | HERE FOR GOOD CAPITAL CAMPAIGN | $100,000 | |
| HATHAWAY BROWN SCHOOL | |||||||
| 19600 NORTH PARK BOULEVARD | SHAKER HEIGHTS | OH | 44122 | PC | THE SCIENCE RESEARCH AND ENGINEERING PROGRAM (SREP) AT HATHAWAY BROWN SCHOOL | $150,000 | |
| HOMEFULL | |||||||
| 2621 DRYDEN RD SUITE 302 | DAYTON | OH | 45439 | PC | HOMEFULL HEALTHY LIVING IN WEST DAYTON | $300,000 | |
| INSIDE THE ORCHESTRA | |||||||
| 7010 BROADWAY SUITE 204 | DENVER | CO | 80221 | PC | INSIDE THE ORCHESTRA - IN-SCHOOL AND LIBRARY PROGRAMMING | $10,000 | |
| INTEGRATED COMMUNITY | |||||||
| 443 OAK STREET PO BOX 880587 | STEAMBOAT SPRINGS | CO | 80488 | PC | EDUCATION: SCHOOL READINESS AND ENGLISH TUTORING | $25,000 | |
| INTERCAMBIO DE COMUNIDADES | |||||||
| 4735 WALNUT STREET SUITE B | BOULDER | CO | 80301 | PC | NATIONAL NETWORK EXPANSION: SHARING INTERCAMBIO'S MODEL NATIONALLY | $25,000 | |
| INTERLOCHEN CENTER FOR THE ARTS | |||||||
| 4000 J MADDY PKWY PO BOX 199 | INTERLOCHEN | MI | 496430199 | PC | INTERLOCHEN ARTS ACADEMY SCHOLARSHIPS | $50,000 | |
| INTERNATIONAL STUDIO & CURATORIAL PROGRAM | |||||||
| 1040 METROPOLITAN AVENUE | BROOKLYN | NY | 11211 | PC | DETROIT ARTIST RESIDENCY AT ISCP | $43,500 | |
| INTERNATIONAL WOMEN'S WRITING GUILD | |||||||
| 888 8TH AVENUE 537 | NEW YORK | NY | 10019 | PC | BIPOC WORKSHOPS AND PUBLISHING | $10,000 | |
| KARIS COMMUNITY | |||||||
| 1361 DETROIT STREET | DENVER | CO | 80206 | PC | EMPOWERMENT PROGRAM | $10,000 | |
| KENT DENVER COUNTRY DAY SCHOOL | |||||||
| 4000 E QUINCY AVE | ENGLEWOOD | CO | 80113 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| KETTERING UNIVERSITY | |||||||
| 1700 UNIVERSITY AVENUE | FLINT | MI | 48504 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| KETTERING UNIVERSITY | |||||||
| 1700 UNIVERSITY AVENUE | FLINT | MI | 48504 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| LA PUENTE HOME INC | |||||||
| 911 STATE AVENUE PO BOX 1235 | ALAMOSA | CO | 81101 | PC | GENERAL OPERATING SUPPORT FOR LA PUENTE HOME, INC. | $10,000 | |
| LAW ENFORCEMENT FOUNDATION INC | |||||||
| 6277 RIVERSIDE DRIVE SUITE 1S | DUBLIN | OH | 43017 | PC | POLICE EXEC. LEADERSHIP & MGMT TRAINING, D.A.R.E. OFFICER TRAINING, & CREP | $15,000 | |
| LEARNSERVE INTERNATIONAL | |||||||
| PO BOX 42182 | WASHINGTON | DC | 20015 | PC | EXPANDING EQUITY, ACCESS, AND INCLUSION IN LEARNSERVE FELLOWS PROGRAM | $30,000 | |
| LEVEL GROUND | |||||||
| 1646 N SPRING STREET 3 | LOS ANGELES | CA | 90012 | PC | LEVEL GROUND DOCUMENTARY FELLOWSHIP | $30,000 | |
| LIFE PIECES TO MASTERPIECES | |||||||
| 5600 EADS STREET NE 4TH FL | WASHINGTON | DC | 20019 | PC | LIFE PIECES TO MASTERPIECES | $30,000 | |
| MAKE A CHESS MOVE MACM | |||||||
| 2015 E 26TH AVENUE SUITE B | DENVER | CO | 80205 | PC | MACM WORKS | $15,000 | |
| MASSACHUSETTS AUDUBON SOCIETY | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | PC | FUND FOR NATURE | $5,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 885 SECOND AVENUE 8TH FLOOR | NEW YORK | NY | 10017 | PC | 2023 SPECIAL PROJECT FUNDING | $75,000 | |
| MIAMI VALLEY PUBLIC MEDIA INC | |||||||
| 150 E SOUTH COLLEGE | YELLOW SPRINGS | OH | 45387 | PC | DIGITAL CAPACITY BUILDING | $50,000 | |
| MONTSHIRE MUSEUM OF SCIENCE | |||||||
| 1 MONTSHIRE ROAD | NORWICH | VT | 05055 | PC | MONTSHIRE TEACHER-LEADER PROGRAM: PROFESSIONAL DEVELOPMENT FOR STEM EDUCATORS | $30,000 | |
| MOONRISE THERAPEUTICS | |||||||
| PO BOX 90 | TAFTSVILLE | VT | 05073 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NATIONAL PARK TRUST | |||||||
| 401 E JEFFERSON STREET SUITE 207 | ROCKVILLE | MD | 20850 | PC | BUDDY BISON SCHOOL PROGRAM (BBSP) | $25,000 | |
| NH-VT PALLIATIVE SERVICES | |||||||
| PO BOX 248 | CORNISH FLAT | NH | 03746 | PC | THE HAND TO HEART PROJECT | $11,000 | |
| NORTHWEST COLORADO VISITING NURSE ASSOCIATION | |||||||
| 940 CENTRAL PARK DR SUITE 101 | STEAMBOAT SPRINGS | CO | 80487 | PC | YOUTH RESILIENCY | $20,000 | |
| NORTHWEST CONNECTICUT LAND CONSERVANCY | |||||||
| PO BOX 821 | KENT | CT | 06757 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| OH TASTE | |||||||
| 31 SOUTH MAIN STREET SUITE 413 | DAYTON | OH | 45402 | PC | KITCHEN INCUBATOR | $200,000 | |
| OUR MINDS MATTER | |||||||
| 1300 CARPERS FARM WAY | VIENNA | VA | 22182 | PC | EXPANDING A PROVEN STUDENT-LED MENTAL HEALTH PROGRAM TO DC-AREA TEENS | $20,000 | |
| PFLAG DAYTON | |||||||
| PO BOX 3721 | DAYTON | OH | 454013721 | PC | READING WITH LOVE PROGRAM/COMMUNITY OUTREACH | $10,000 | |
| PHILANTHROPY OHIO | |||||||
| 500 SOUTH FRONT STREET SUITE 900 | COLUMBUS | OH | 43215 | PC | 2023 GENERAL OPERATING SUPPORT | $5,000 | |
| PRESCHOOL PROMISE INC | |||||||
| 2251 TIMBER LN | DAYTON | OH | 45414 | PC | PROMISE SCHOLAR PATHWAYS | $50,000 | |
| PRESIDENT LINCOLN'S COTTAGE AT THE SOLDIERS' HOME | |||||||
| 3700 NORTH CAPITOL ST NW 558 | WASHINGTON | DC | 20011 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PROSPECT PARK ALLIANCE INC | |||||||
| 95 PROSPECT PARK WEST | BROOKLYN | NY | 11215 | PC | GENERAL OPERATIONS IN PROSPECT PARK | $25,000 | |
| PROSPECT PARK ALLIANCE INC | |||||||
| 95 PROSPECT PARK WEST | BROOKLYN | NY | 11215 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| REACHING EVERYONE PREVENTING SUICIDE INC | |||||||
| 465 ANGLERS DR UNIT B | STEAMBOAT SPRINGS | CO | 80487 | PC | CRISIS SUPPORT AND EDUCATION | $10,000 | |
| READING IS FUNDAMENTAL | |||||||
| 750 FIRST STREET NE SUITE 920 | WASHINGTON | DC | 20002 | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| REGIONAL HOSPICE AND HOME CARE OF WESTERN CONNECTICUT INC | |||||||
| 30 MILESTONE ROAD | DANBURY | CT | 068105114 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ROCKY MOUNTAIN CHILDREN'S LAW CENTER | |||||||
| 1325 SOUTH COLORADO BLVD SUITE 701 | DENVER | CO | 80222 | PC | ENSURING SAFETY, STABILITY AND OPPORTUNITY FOR COLORADO'S CHILDREN AND YOUTH | $20,000 | |
| ROCKY MOUNTAIN ELK FOUNDATION | |||||||
| 5705 GRANT CREEK ROAD | MISSOULA | MT | 59808 | PC | ROCKY MOUNTAIN ELK FOUNDATION - LAND PROTECTION | $5,000 | |
| RONALD MCDONALD HOUSE CHARITIES DAYTON | |||||||
| 555 VALLEY ST | DAYTON | OH | 45404 | PC | KEEPING MORE FAMILIES CLOSE | $250,000 | |
| ROSE ANDOM CENTER | |||||||
| 1330 FOX STREET PO BOX 40095 | DENVER | CO | 80204 | PC | INCREASED CAPACITY FOR INTIMATE PARTNER VIOLENCE SURVIVORS AND THEIR FAMILIES | $20,000 | |
| ROUNDUP RIVER RANCH | |||||||
| 8333 COLORADO RIVER ROAD | GYPSUM | CO | 81637 | PC | SUMMER AND FAMILY CAMP PROGRAMS | $20,000 | |
| SHERMAN LIBRARY ASSOCIATION INC | |||||||
| 1 SHERMAN CENTERPO BOX 40 | SHERMAN | CT | 06784 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SIMPLE NEEDS GA | |||||||
| PO BOX 670265 | MARIETTA | GA | 30066 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SINCLAIR COMMUNITY COLLEGE FOUNDATION | |||||||
| 444 W THIRD STREET ROOM 12211 | DAYTON | OH | 45402 | PC | NEXT STEP FUND | $20,000 | |
| SKIDMORE COLLEGE | |||||||
| 815 NORTH BROADWAY | SARATOGA SPRINGS | NY | 12866 | PC | SCHOLARSHIPS | $150,000 | |
| SO ALL MAY EAT INC | |||||||
| 2023 EAST COLFAX AVENUE | DENVER | CO | 80206 | PC | SO ALL MAY EAT | $15,000 | |
| SPRING STREET CLIMATE FUND | |||||||
| PO BOX 24685 | BROOKLYN | NY | 11202 | PC | BUILDING SAVINGS | $15,000 | |
| SPROUT CITY FARMS INC | |||||||
| PO BOX 7536 | DENVER | CO | 80207 | PC | ROOTING FARMERS IN THE CITY: NOURISHING COMMUNITIES THROUGH EDUCATIONAL URBAN FARMS | $30,000 | |
| SPUR LOCAL (FORMERLY CATALOGUE FOR PHILANTHROPY) | |||||||
| 80 M STREET SE SUITE 100 | WASHINGTON | DC | 20003 | PC | SPUR LOCAL GENERAL OPERATING SUPPORT | $50,000 | |
| ST ANNE'S EPISCOPAL SCHOOL | |||||||
| 2701 S YORK ST | DENVER | CO | 80210 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| ST ANNE'S EPISCOPAL SCHOOL | |||||||
| 2701 S YORK ST | DENVER | CO | 80210 | PC | ENDOWMENT-SCHOLARSHIPS | $2,500 | |
| START LIGHTHOUSE | |||||||
| 564 JACKSON AVENUE | BRONX | NY | 10455 | PC | AUTHOR VISIT PROGRAM | $5,000 | |
| START LIGHTHOUSE | |||||||
| 564 JACKSON AVENUE | BRONX | NY | 10455 | PC | START LIGHTHOUSE'S LITERARY ADVENTURES | $10,000 | |
| STEAMBOAT ADAPTIVE RECREATION SPORTS (STARS) | |||||||
| 35465 US HWY 40 PO BOX 770208 | STEAMBOAT SPRINGS | CO | 80487 | PC | STARS SCHOLARSHIP PROGRAM | $25,000 | |
| STEAMBOAT READING INC | |||||||
| 100 PARK AVE SUITE 203 | STEAMBOAT SPRINGS | CO | 80487 | PC | STEAMBOAT READING | $25,000 | |
| STORY TAPESTRIES INC | |||||||
| 19301 HEMPSTONE AVE | POOLESVILLE | MD | 20837 | PC | WRITE YOUR STORY (WYS) | $20,000 | |
| STRINGS MUSIC FESTIVAL | |||||||
| PO BOX 774627 | STEAMBOAT SPRINGS | CO | 80477 | PC | STRINGS SCHOOL DAYS REQUEST SUMMARY | $20,000 | |
| TENNYSON CENTER FOR CHILDREN | |||||||
| 2950 TENNYSON STREET | DENVER | CO | 80212 | PC | SPECIALIZED EDUCATION FOR CHILDREN IMPACTED BY ABUSE AND NEGLECT | $30,000 | |
| THE BRONX IS BLOOMING | |||||||
| 1020 GRAND CONCOURSE 15C | BRONX | NY | 10451 | PC | PROGRAM FOR LEADERS ADVANCING THEIR COMMUNITY'S ENVIRONMENT (PLACE) 2023 | $15,000 | |
| THE CAMPAIGN AGAINST HUNGER | |||||||
| 2010 FULTON STREET | BROOKLYN | NY | 11233 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE CONFLICT CENTER | |||||||
| 4140 TEJON STREET | DENVER | CO | 80211 | PC | SCHOOL-BASED PROGRAMS | $10,000 | |
| THE DAYTON ART INSTITUTE (DAI) | |||||||
| 456 BELMONTE PARK NORTH | DAYTON | OH | 45405 | PC | DAYTON ART INSTITUTE FIRE SECURITY UPGRADES | $100,000 | |
| THE DAYTON FOUNDATION | |||||||
| 1401 S MAIN ST STE 100 | DAYTON | OH | 45409 | PC | MEDAL OF HONOR MEMORIAL CAMPAIGN FUND | $100,000 | |
| THE EVERGREEN SCHOOL | |||||||
| 15201 MERIDIAN AVE NORTH | SHORELINE | WA | 98133 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| THE FAMILY PLACE | |||||||
| 319 US RTE 5 SOUTH | NORWICH | VT | 05055 | PC | GENERAL OPERATING SUPPORT FOR THE FAMILY PLACE | $20,000 | |
| THE GIVING SQUARE | |||||||
| 5237 RIVER ROAD 244 | BETHESDA | MD | 20816 | PC | THE SERVICE LEARNING WORKSHOP | $21,000 | |
| THE HOPE PROGRAM INC | |||||||
| 1 SMITH STREET 4TH FLOOR | BROOKLYN | NY | 11201 | PC | JOB TRAINING FOR LOW-INCOME NEW YORKERS | $50,000 | |
| THE HOPE PROGRAM INC | |||||||
| 1 SMITH STREET 4TH FLOOR | BROOKLYN | NY | 11201 | PC | THE HOPE PROGRAM - GENERAL OPERATING SUPPORT | $10,000 | |
| THE NATURE CONSERVANCY | |||||||
| 6375 RIVERSIDE DRIVE SUITE 100 | DUBLIN | OH | 43017 | PC | CONSERVING OHIO'S CLIMATE-RESILIENT LANDS | $100,000 | |
| THE OHIO FOUNDATION OF INDEPENDENT COLLEGES INC | |||||||
| 60 COLLEGEVIEW RD SUITE 107 | WESTERVILLE | OH | 43081 | PC | THE KETTERING FUND SCHOLARSHIP PROGRAM AND DIVERSITY GRANT PROGRAM | $30,000 | |
| THE SPECIAL NEEDS SUPPORT CENTER | |||||||
| 129 SOUTH MAIN STREET SUITE 103 | WHITE RIVER JUNCTION | VT | 05001 | PC | GENERAL OPERATING | $30,000 | |
| THE TREVOR PROJECT | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | PC | BE THE ONE CRISIS CONTACT PROGRAM | $10,000 | |
| THE TRUSTEES OF RESERVATIONS | |||||||
| 200 HIGH ST | BOSTON | MA | 02110 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE YOUNG CENTER FOR IMMIGRANT CHILDREN'S RIGHTS | |||||||
| 2245 S MICHIGAN AVE SUITE 301 | CHICAGO | IL | 60616 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THRIVING FAMILIES | |||||||
| 1330 FOX ST | DENVER | CO | 80204 | PC | PERINATAL MENTAL HEALTH SUPPORT FOR AT-RISK DENVER TEENS | $20,000 | |
| TRAVERSE AREA HISTORICAL SOCIETY | |||||||
| PO BOX 7051 | TRAVERSE CITY | MI | 49696 | PC | KCHI WIIKWEDONG ANISHINAABE HISTORY PROJECT | $12,000 | |
| TRAVERSE CITY DANCE PROJECT | |||||||
| 4178 BARNES RD SUITE 230 | TRAVERSE CITY | MI | 49684 | PC | UNRESTRICTED OPERATING SUPPORT | $10,000 | |
| TRAVERSE SYMPHONY ORCHESTRA | |||||||
| 300 E FRONT STREET SUITE 230 | TRAVERSE CITY | MI | 49684 | PC | ANNUAL GENERAL OPERATING SUPPORT | $25,000 | |
| UNFUNDED LIST INC | |||||||
| 10 WATER ST | WATERVILLE | ME | 04901 | PC | UNFUNDED LIST | $20,000 | |
| UNITED WAY OF WELD COUNTY | |||||||
| PO BOX 1944 | GREELEY | CO | 80632 | PC | HOUSING NAVIGATION CENTER | $10,000 | |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 1800 GRANT STREET SUITE 725 | DENVER | CO | 80203 | PC | COLORADO CENTER FOR PERSONALIZED MEDICINE | $100,000 | |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 1800 GRANT STREET SUITE 725 | DENVER | CO | 80203 | PC | RESIDENT EMERGENCY RELIEF FUND | $15,000 | |
| UNIVERSITY OF DAYTON | |||||||
| 300 COLLEGE PARK | DAYTON | OH | 454697053 | PC | VIRGINIA W. KETTERING SCHOLARSHIP OF THE KETTERING FUND 2024-2025 | $100,000 | |
| UNIVERSITY OF NEW HAMPSHIRE (UNH) FOUNDATION | |||||||
| 2 WHITE STREET | CONCORD | NH | 03301 | PC | UNH LAW SCHOOL-RUDMAN SUMMER FELLOW PROGRAM | $20,000 | |
| UPPER VALLEY HAVEN | |||||||
| 713 HARTFORD AVENUE | WHITE RIVER JUNCTION | VT | 05001 | PC | OPERATING SUPPORT | $25,000 | |
| VERMONT ENERGY EDUCATION PROGRAM | |||||||
| 79 RIVER ST SUITE 303 | MONTPELIER | VT | 05602 | PC | ENERGY EDUCATION EXPANSION IN NH | $10,000 | |
| VERMONT INSTITUTE OF NATURAL SCIENCE INC | |||||||
| 149 NATURES WAY PO BOX 1281 | QUECHEE | VT | 05059 | PC | OPERATING SUPPORT IN HONOR OF MARY DAVIDSON GRAHAM | $40,000 | |
| VICTORIA THEATRE ASSOCIATION | |||||||
| 138 NORTH MAIN ST | DAYTON | OH | 45402 | PC | SPOTLIGHT ON THE FUTURE | $200,000 | |
| VILLAGE EXCHANGE CENTER | |||||||
| 1609 HAVANA STREET | AURORA | CO | 80010 | PC | VILLAGE FARM AT STANLEY: CULTURAL MARKETS & SITE INVESTMENTS PHASE II | $20,000 | |
| VISIONS FOR CREATIVE HOUSING SOLUTIONS INC | |||||||
| 8 SUNRISE FARM LANE | ENFIELD | NH | 03748 | PC | HANOVER CAPITAL CAMPAIGN | $100,000 | |
| VITAL COMMUNITIES | |||||||
| 195 NORTH MAIN STREET | WHITE RIVER JUNCTION | VT | 05001 | PC | VALLEY QUEST | $25,000 | |
| WARREN VILLAGE INC | |||||||
| 1323 GILPIN STREET | DENVER | CO | 80218 | PC | PROVIDING ECONOMIC OPPORTUNITY AND EDUCATIONAL ACCESS FOR UNSTABLY HOUSED SINGLE-PARENTS | $20,000 | |
| WEDONTWASTE INC | |||||||
| 5971 BROADWAY | DENVER | CO | 80216 | PC | FOOD RECOVERY AND DISTRIBUTION: INCREASING ACCESS TO HEALTHY FOOD | $20,000 | |
| WONDERBOUND | |||||||
| 3824 DAHLIA ST | DENVER | CO | 80207 | PC | WONDERWELL | $5,000 | |
| WOODLAND PARK ZOO | |||||||
| 5500 PHINNEY AVE N | SEATTLE | WA | 98103 | PC | HOPE AND HEALING PROGRAM | $10,000 | |
| WRITERS SERIES OF TRAVERSE CITY | |||||||
| 3301 VETERANS DR 314 | TRAVERSE CITY | MI | 49684 | PC | EDUCATION PROGRAMS | $10,000 | |
| YAMPA VALLEY MEDICAL CENTER FOUNDATION | |||||||
| 1100 CENTRAL PARK DR PO BOX 883415 | STEAMBOAT SPRINGS | CO | 80487 | PC | UNRESTRICTED OPERATING SUPPORT | $2,500 | |
| YAMPA VALLEY SUSTAINABILITY COUNCIL | |||||||
| PO BOX 881461 | STEAMBOAT SPRINGS | CO | 80488 | PC | BUILDING A RESILIENT YAMPA VALLEY | $40,000 | |
| YAMPATIKA OUTDOOR AWARENESS ASSOCIATION | |||||||
| 925 WEISS DR | STEAMBOAT SPRINGS | CO | 80487 | PC | ENVIRONMENTAL EDUCATION FOR ALL YOUTH IN NORTHWEST COLORADO | $20,000 | |
| YWCA DAYTON | |||||||
| 141 WEST THIRD STREET | DAYTON | OH | 45402 | PC | YWCA DAYTON DUES | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,292,750 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DARTMOUTH-HITCHCOCK HEALTH | ||||||
| ONE MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | PC | NEW PATIENT PAVILION AT DARTMOUTH HITCHCOCK MEDICAL CENTER | $800,000 |
| HOMEFULL | ||||||
| 2621 DRYDEN RD SUITE 302 | DAYTON | OH | 45439 | PC | HOMEFULL HEALTHY LIVING IN WEST DAYTON | $200,000 |
| VICTORIA THEATRE ASSOCIATION | ||||||
| 138 N MAIN ST | DAYTON | OH | 45402 | PC | SPOTLIGHT ON THE FUTURE | $600,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,600,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,681,346 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $336,331 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $493,334 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $8,700 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,206,674 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $345,031 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,381,354 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,726,385 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KUNDINGER, CORDER & MONTOYA PC | CategoryTxt |
| Amt | $18,900 | Amt |
| Net Investment Income | $9,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,450 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (104 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC-CL A | $112,383 | $182,473 |
| ADOBE INC | $149,475 | $195,088 |
| ADVANCED MICRO DEVICES | $80,882 | $98,912 |
| ADVANTEST CORP- SPON ADR | $125,409 | $118,159 |
| ADYEN NV-UNSPON ADR | $239,904 | $212,635 |
| AIRBNB INC-CLASS A | $36,450 | $41,659 |
| ALIGN TECHNOLOGY INC | $32,608 | $27,948 |
| ALNYLAM PHARMACEUTICALS INC | $23,641 | $22,778 |
| ALPHABET INC-CL C | $327,288 | $414,475 |
| AMAZON.COM INC | $580,716 | $761,827 |
| AMPHENOL CORP-CL A | $75,665 | $111,026 |
| AON PLC-CLASS A | $129,789 | $173,739 |
| APPLE INC | $491,213 | $576,050 |
| ARCH CAPITAL GROUP LTD | $140,080 | $144,529 |
| ARISTA NETWORKS INC | $68,150 | $81,015 |
| ASM INTERNATIONAL-NY REG SHS | $124,760 | $176,009 |
| ASML HOLDING NV-NY REG SHS | $23,526 | $37,846 |
| ASML HOLDING NV-NY REG SHS | $73,559 | $229,346 |
| ASTRAZENECA PLC-SPONS ADR | $146,848 | $151,807 |
| ATLAS COPCO AB-SPONS ADR A | $52,384 | $122,449 |
| ATLASSIAN CORP-CL A | $271,943 | $248,326 |
| AUTOZONE INC | $63,412 | $87,911 |
| BAE SYSTEMS PLC -SPON ADR | $162,787 | $179,871 |
| BLACKSTONE INC | $64,882 | $80,909 |
| BROADCOM INC | $184,435 | $283,528 |
| CANADIAN NATURAL RESOURCES | $113,628 | $112,301 |
| CANADIAN PACIFIC KANSAS CITY | $179,303 | $294,340 |
| CELSIUS HOLDINGS INC | $75,223 | $73,602 |
| CHENIERE ENERGY INC | $53,190 | $53,091 |
| CHIPOTLE MEXICAN GRILL INC | $97,452 | $130,357 |
| COGNIZANT TECH SOLUTIONS-A | $63,302 | $54,835 |
| COMPASS GROUP PLC-SPON ADR | $112,541 | $113,326 |
| CONOCOPHILLIPS | $50,403 | $55,481 |
| CS BREN MXEF | $3,000,000 | $2,663,700 |
| CS DD CBEN SPX | $3,000,000 | $3,465,300 |
| DEERE & CO | $69,711 | $75,575 |
| DODGE & COX STOCK FUND | $4,500,000 | $10,013,476 |
| DOORDASH INC - A | $61,539 | $64,279 |
| DR HORTON INC | $65,533 | $68,695 |
| EATON CORP PLC | $168,890 | $183,505 |
| EDWARDS LIFESCIENCES CORP | $28,374 | $28,899 |
| ELI LILLY & CO | $441,697 | $509,472 |
| EPAM SYSTEMS INC | $140,386 | $97,528 |
| EVOLUTION AB | $227,113 | $162,875 |
| EXACT SCIENCES CORP | $61,875 | $71,465 |
| EXPERIAN PLC-SPONS ADR | $121,355 | $157,542 |
| FERGUSON PLC | $137,575 | $179,555 |
| FERRARI NV | $121,052 | $262,622 |
| FIRST SOLAR INC | $37,728 | $28,771 |
| FREEPORT-MCMORAN INC | $42,332 | $42,613 |
| HCA HEALTHCARE INC | $16,719 | $24,361 |
| HUBSPOT INC | $45,254 | $71,987 |
| ICICI BANK LTD-SPON ADR | $135,974 | $145,281 |
| ICON PLC | $185,681 | $261,840 |
| INTUIT INC | $109,070 | $125,631 |
| INTUITIVE SURGICAL INC | $35,429 | $39,471 |
| JABIL INC | $57,332 | $57,203 |
| LAM RESEARCH CORP | $66,253 | $90,858 |
| LINDE PLC | $119,672 | $146,623 |
| LOREAL-UNSPONSORED ADR | $141,574 | $151,998 |
| LOWE'S COS INC | $99,819 | $106,156 |
| LVMH MOET HENNESSY-UNSP ADR | $74,836 | $156,927 |
| MARRIOTT INTERNATIONAL -CL A | $113,735 | $147,484 |
| MASTERCARD INC - A | $265,563 | $290,027 |
| MCKESSON CORP | $59,318 | $133,338 |
| MERCADOLIBRE INC | $125,197 | $172,869 |
| MERCADOLIBRE INC | $213,987 | $237,303 |
| META PLATFORMS INC-CLASS A | $363,277 | $567,044 |
| MICROSOFT CORP | $987,882 | $1,244,692 |
| MODERNA INC | $20,301 | $12,630 |
| MONGODB INC | $31,492 | $47,018 |
| MONSTER BEVERAGE CORP | $31,219 | $40,327 |
| MORGAN STANLEY | $46,107 | $48,210 |
| MSCI INC | $19,189 | $20,363 |
| NESTLE SA-SPONS ADR | $138,738 | $148,816 |
| NETFLIX INC | $220,146 | $296,997 |
| NOVO-NORDISK A/S-SPONS ADR | $165,196 | $317,592 |
| NVIDIA CORP | $250,891 | $544,247 |
| ON SEMICONDUCTOR | $36,530 | $35,166 |
| ORACLE CORP | $159,695 | $181,234 |
| PALO ALTO NETWORKS INC | $79,669 | $81,092 |
| QUANTA SERVICES INC | $57,174 | $61,719 |
| REGENERON PHARMACEUTICALS | $165,692 | $218,694 |
| SAFRAN SA-UNSPON ADR | $167,463 | $167,871 |
| SALESFORCE INC | $136,873 | $189,987 |
| SCHNEIDER ELECT SE-UNSP ADR | $92,510 | $118,397 |
| SERVICENOW INC | $88,851 | $95,376 |
| SHOPIFY INC - CLASS A | $124,659 | $161,642 |
| SPOTIFY TECHNOLOGY SA | $37,280 | $39,837 |
| STARBUCKS CORP | $62,148 | $55,494 |
| STERIS PLC | $98,108 | $155,654 |
| SYNOPSYS INC | $78,507 | $148,294 |
| TESLA INC | $248,360 | $272,085 |
| THOMSON REUTERS CORP | $100,484 | $127,943 |
| TRADE DESK INC/THE -CLASS A | $53,834 | $73,183 |
| TRANE TECHNOLOGIES PLC | $91,757 | $116,096 |
| TRANSDIGM GROUP INC | $124,345 | $151,740 |
| UBER TECHNOLOGIES INC | $125,685 | $219,682 |
| UBS GROUP AG-REG | $107,099 | $106,821 |
| VANGUARD EXTENDED MARKET INDEX FUND | $1,272,831 | $2,641,941 |
| VANGUARD INSTITUTIONAL INDEX FUND | $3,430,740 | $11,168,994 |
| WASTE CONNECTIONS INC | $126,761 | $132,253 |
| WORKDAY INC-CLASS A | $58,347 | $77,849 |
| WW GRAINGER INC | $59,616 | $64,638 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (41 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AEA INVESTORS FUND VI, L.P. | AT COST | $1,391,855 | $1,786,521 |
| AEA INVESTORS FUND VII, L.P. | AT COST | $2,737,966 | $3,137,176 |
| ARCLIGHT ENERGY PARTNERS FUND VI LP | AT COST | $259,552 | $995,286 |
| BAIN CAPITAL PARTNERSHIP STRATEGIES (OS) FUND (AIV) LP | AT COST | $2,454,892 | $2,448,412 |
| BIOPHARMA CREDIT INVESTMENTS V LP | AT COST | $3,074,963 | $3,003,663 |
| BLACKSTONE REAL ESTATE EUROPE PARTNERS V LP | AT COST | $1,223,971 | $1,136,823 |
| CARLYLE ENERGY MEZZANINE OPP FUND II | AT COST | $742,496 | $606,532 |
| CLAYTON, DUBLIER & RICE FUND VIII | AT COST | $592,570 | $6,440 |
| COATUE OFFSHORE FUND, LTD. CLASS A | AT COST | $1,000,000 | $3,798,996 |
| COMMONFUND CAPITAL PARTNERS III, L.P | AT COST | $62,029 | $114,646 |
| COMMONFUND CAPITAL PARTNERS IV, L.P. | AT COST | $238,219 | $316,713 |
| COMMONFUND CAPITAL PARTNERS IX LP | AT COST | $42,509 | $0 |
| FORTRESS NET LEASE INC FEEDER FUND | AT COST | $3,798,628 | $4,137,450 |
| FUNDAMENTAL PARTNERS III-A, L.P. | AT COST | $1,122,338 | $1,599,916 |
| GLADSTONE LASKER A2 | AT COST | $3,000,000 | $3,035,670 |
| HARRISON STREET REAL ESTATE PTRS IV | AT COST | $104,044 | $57,651 |
| HARRISON STREET REAL ESTATE PTRS V | AT COST | $649,482 | $984,931 |
| IPI DATA CENTER PARTNERS FUND I-A, L | AT COST | $988,364 | $2,087,947 |
| JLL PARTNERS FUND VII, L.P. | AT COST | $1,680,686 | $3,147,135 |
| JLL PARTNERS FUND VIII, L.P. | AT COST | $1,358,340 | $3,006,117 |
| KKR GLOBAL INFRASTRUCTURE INVESTORS III LP | AT COST | $2,680,683 | $3,975,935 |
| MSD SPECIAL INVESTMENTS FUND (CAYMAN) LP | AT COST | $523,502 | $914,254 |
| NEUBERGER BERMAN PRIVATE DEBT FD II | AT COST | $1,245,402 | $1,328,585 |
| OAK HARBOR CAPITAL SPECIAL OPPORTUNITIES OFFSHORE FUND | AT COST | $2,636,520 | $3,464,767 |
| OWL VENTURES II, L.P. | AT COST | $1,466,603 | $2,445,848 |
| OWL VENTURES V, L.P. | AT COST | $1,145,402 | $1,138,585 |
| PONTIFAX GLOBAL FOOD AG TECH FUND | AT COST | $1,914,358 | $1,923,691 |
| PONTIFAX GLOBAL FOOD AG TECH FUND II-A LP | AT COST | $717,465 | $768,353 |
| PORTFOLIO ADVISORS SECONDARY FUND OFFSHORE LP (PFIC) | AT COST | $634,821 | $18,903 |
| PRF FUND I LP | AT COST | $2,602,677 | $2,720,971 |
| RCG LONGVIEW DEBT FUND VI, L.P. | AT COST | $856,668 | $613,646 |
| REDMILE BIOPHARMA INVESTMENTS III LP | AT COST | $1,785,525 | $1,889,375 |
| RIVONIA ROAD FUND LP | AT COST | $3,714,045 | $3,734,915 |
| RMWC DIRECT LENDING OPPORTUNITIES IV | AT COST | $2,202,160 | $2,202,160 |
| STARWOOD SOF VIII PRIVATE INVESTORS TE LLC | AT COST | $258,231 | $58,274 |
| STONELAKE OPPORTUNITY PARTNERS VI | AT COST | $2,920,380 | $3,720,920 |
| SYMBIOTIC CAPITAL LIFE SCIENCE CREDIT FUND LP | AT COST | $1,186,732 | $1,183,427 |
| SYNERGY ASIA MARKET NEUTRAL FUND | AT COST | $2,000,000 | $2,257,750 |
| THACKERAY PARTNERS REALTY FUND IV LP | AT COST | $303,479 | $344,429 |
| VECTOR CAPITAL CREDIT OPP OFFSHORE FUND (PFIC) | AT COST | $3,000,000 | $3,565,002 |
| ZP OFFSHORE UTILITY FUND, LTD. | AT COST | $1,871,323 | $3,315,945 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,510 | LegalFeesAmt |
| Net Investment Income | $5,255 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,255 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT REDEMPTIONS RECEIVABLE | Desc |
| BOY Book Value | $3,696,934 | BOYBookValueAmt |
| EOY Book Value | $1,128,677 | EOYBookValueAmt |
| EOYFMV | $1,128,677 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PASSTHROUGH EXPENSES | $775,108 | $775,108 | $0 |
| PASSTHROUGH NONDEDUCTIBLE EXPENSES | $3,966 | $0 | $0 |
| BANK SERVICE CHARGES | $1,876 | $1,876 | $0 |
| DUES & SUBSCRIPTIONS | $6,000 | $0 | $6,000 |
| FILING FEES | $200 | $0 | $200 |
| INSURANCE | $6,964 | $0 | $6,964 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH INCOME | $829,446 | $829,446 | $829,446 |
| PASSTHROUGH UBTI | $0 | -$345,031 | $0 |
| PASSTHROUGH TAX EXEMPT INCOME | $219 | $0 | $219 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANGAGEMENT FEES | $223,177 | $223,177 | $0 |
| CUSTODY FEES | $161,691 | $161,691 | $0 |
| FINANCIAL REPORTING | $34,549 | $34,549 | $0 |
| RIDGELEIGH MANAGEMENT FEES | $200,906 | $0 | $200,906 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $15,999 | $15,999 | $0 |
| STATE TAX | $22,309 | $0 | $0 |
| EXCISE TAX PAYMENTS | $228,165 | $0 | $0 |