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THE TEAGLE FOUNDATION INCORPORATED: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE TEAGLE FOUNDATION INCORPORATED (EIN 20-1370387)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-15
IRS object ID
202511359349100131
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-15T06:25:01-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN132060851PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Owen J Flanagan & CoBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1445 Hamilton Avenue 11th floorAddressLine1Txt
CityWhite PlainsCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10601ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201370387EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TEAGLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTEAGBusinessNameControlTxt
Phone2123731972PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1570 LEXINGTON AVENUE 38TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANN MARIE BUCKLEYPersonNm
Person TitleCFO/TREASURERPersonTitleTxt
Phone2123731972PhoneNum
Signature2025-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKevin SunkelPreparerPersonNm
PTINP00706145PTIN
Phone2126822783PhoneNum
Preparation2025-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$165,384,050FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,014,625ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$3,401,774DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,813,304DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13,922,319NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$24,586,962GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,922,319CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$18,338,718TotalRevAndExpnssAmt
Total Net Invst Incm$16,735,623TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$657,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$207,506CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$449,494CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$566,775OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$30,000OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$536,775OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$382,027PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$65,212PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$320,664PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$10,666LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$12,695LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$156,335AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$141,440AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,673,873OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,449,056OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$214,307OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$581InterestRevAndExpnssAmt
Interest Net Invst Incm$113InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$574InterestDsbrsChrtblAmt
Taxes Rev And Expnss$385,780TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$7,093DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$1,377DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$318,453OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$61,812OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$255,380OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$322,267TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,826TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$317,917TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$4,772PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$517PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$4,254PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$267,654OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$33,410OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$240,986OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,753,276TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,850,829TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,494,486TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,159,053ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,246,981ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,912,329TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,850,829TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$11,741,467TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,426,389ExcessRevenueOverExpensesAmt
Net Investment Income$14,884,794NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,946,793SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,296,963SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,296,963SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$853,291AcctRcvblAmt
Acct Rcvbl BOY$592,811AcctRcvblBOYAmt
Acct Rcvbl EOY$853,291AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$853,291AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$269,850PrepaidExpensesBOYAmt
Prepaid Expenses EOY$108,538PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$108,538PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$18,614,280USGovernmentObligationsBOYAmt
US Government Obligations EOY$23,639,628USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$23,639,628USGovtObligationsEOYFMVAmt
Corporate Stock BOY$35,204,613CorporateStockBOYAmt
Corporate Stock EOY$57,646,938CorporateStockEOYAmt
Corporate Stock EOYFMV$57,646,938CorporateStockEOYFMVAmt
Corporate Bonds BOY$8,756CorporateBondsBOYAmt
Corporate Bonds EOY$13,913CorporateBondsEOYAmt
Corporate Bonds EOYFMV$13,913CorporateBondsEOYFMVAmt
Other Investments BOY$96,135,032OtherInvestmentsBOYAmt
Other Investments EOY$72,037,515OtherInvestmentsEOYAmt
Other Investments EOYFMV$72,037,515OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$506,638LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$412,003LandBldgEquipAccumDeprecAmt
Land BOY$94,028LandBOYAmt
Land EOY$94,635LandEOYAmt
Land EOYFMV$94,635LandEOYFMVAmt
Other Assets BOY$638,693OtherAssetsBOYAmt
Other Assets EOY$2,692,629OtherAssetsEOYAmt
Other Assets EOYFMV$2,692,629OtherAssetsEOYFMVAmt
Total Assets BOY$157,504,856TotalAssetsBOYAmt
Total Assets EOY$165,384,050TotalAssetsEOYAmt
Total Assets EOYFMV$165,384,050TotalAssetsEOYFMVAmt
Accounts Payable BOY$56,644AccountsPayableBOYAmt
Accounts Payable EOY$126,268AccountsPayableEOYAmt
Grants Payable BOY$4,872,200GrantsPayableBOYAmt
Grants Payable EOY$5,784,272GrantsPayableEOYAmt
Other Liabilities BOY$1,133,418OtherLiabilitiesBOYAmt
Other Liabilities EOY$3,487,722OtherLiabilitiesEOYAmt
Total Liabilities BOY$6,062,262TotalLiabilitiesBOYAmt
Total Liabilities EOY$9,398,262TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$151,442,594NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$155,985,788NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$151,442,594TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$155,985,788TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$157,504,856TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$165,384,050TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$151,442,594TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,426,389ExcessRevenueOverExpensesAmt
Other Increases$1,134,379OtherIncreasesAmt
Subtotal$156,003,362SubtotalAmt
Other Decreases$17,574OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$155,985,788TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
683 CapitalP$198,702$198,702$198,702
Alpine VIIP$1,517,969$1,517,969$1,517,969
Will Ventures IIP-$16,267-$16,267$16,267
AlpineP$262$262$262
Alta rockP$3,976,122$1,256,655$1,256,655$2,719,467
Anatole LongP$24,501$24,501$24,501
Apollo VIIP-$18,658-$18,658$18,658
BiotechP$1,424,225$668,787$668,787$755,438
Boldstart IIP-$12,599-$12,599$12,599
Boldstart VP$2,170$2,170$2,170
DefyP-$1,147-$1,147$1,147
DenhamP$15,320$15,320$15,320
ExxonMobilP$2,604,400$2,585,824$2,585,824$18,576
FairmountP$676,898$676,898$676,898
Flexpoint IVP$205,072$205,072$205,072
FuelP-$10,411-$10,411$10,411
GSVP$5,137$5,137$5,137
Half skyP$977,335$168,197$168,197$809,138
HarbourVest V-DirectP$661$661$661
HarbourVest VII BuyoutP$35,630$35,630$35,630
HarbourVest V-PrtshipP-$12,424-$12,424$12,424
Hibridge MezzP-$435,291-$435,291$435,291
IGPP$186,581$186,581$186,581
Insolve IVP$62,488$62,488$62,488
Insolve VP-$10,752-$10,752$10,752
JPM FundingP-$1,685-$1,685$1,685
KeystoneP$314,118$314,118$314,118
KimmeridgeP-$89,807-$89,807$89,807
KKRP$530$530$530
Knightsbridge VP-$96,608-$96,608$96,608
Knightsbridge VIP-$40,342-$40,342$40,342
LuminateP$56$56$56
MaverickP$19,668$19,668$19,668
MCR HospP$20,981$20,981$20,981
Money mkt. Sm CapP$593$593$593
Park PresidioP$1,769,879$804,265$804,265$965,614
ParvusP$4,040,214$2,281,856$2,281,856$1,758,358
Pearl Energy IP$3,100,859$3,100,859$3,100,859
Pearl Energy IIP$14,032$14,032$14,032
RAP$1,824,827-$367,157-$367,157$2,191,984
RadcliffeP$138,803$138,803$138,803
Realized Anatole EhnancedP-$283,037-$283,037$283,037
Rock SpringsP$1,222,492$1,222,492$1,222,492
SCGEP-$64,073-$64,073$64,073
SI Enhance NotesP-$13-$13$13
SycamoreP$107,060$107,060$107,060
SYNP$1,567$1,567$1,567
SYN IIP$3,146$3,146$3,146
Tiger LongP$82,250-$262,536-$262,536$344,786
Tiger XP$4,002$4,002$4,002
Tiger XIP$6,311$6,311$6,311
Tiger XIiP$1,678$1,678$1,678
Tiger XIVP-$8,168-$8,168$8,168
Whale rockP$423$423$423
FieldValueIRS element (for citing)
Capital Gain Net Income$13,922,319CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$206,899InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$206,899SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$206,899TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$193,855EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$61,145ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$255,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$48,101OverpaymentAmt
Applied To ES Tax$48,101AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1The OrganizationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2123731972PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1570 LEXINGTON AVENUE 38TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ELIZABETH S BOYLAN
570 LEXINGTON AVENUENEW YORKNY10022CHAIR1.00$0$0$0
ANN-MARIE BUCKLEY
570 LEXINGTON AVENUENEW YORKNY10022CFO/TREASURER/SECRETARY40.00$253,688$51,678$0
ANDREW DELBANCO
570 LEXINGTON AVENUENEW YORKNY10022PRESIDENT40.00$403,312$60,338$0
W SCOTT ESSEX
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0
MARY DANA HINTON
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0
GRANT A PORTER
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0
BRIAN ROSENBERG
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0
KATE SHAE- RETIRED MAY 2023
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0
WALTER C TEAGLE III
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR/CHAIR EMERITUS1.00$0$0$0
SASKIA LEVY THOMPSON
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0
SHERYL HILLIARD TUCKER
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0
PAULINE YU
570 LEXINGTON AVENUENEW YORKNY10022DIRECTOR1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
LONI BORDOLOI PAZICH
570 LEXINGTON AVENUENEW YORKNY10022PROGRAM DIRECTOR40.00$180,500$65,495$0
TAMARA MANN TWEEL
570 LEXINGTON AVENUENEW YORKNY10022PROGRAM DIRECTOR40.00$180,500$31,142$0
GWEN ROBBINS
570 LEXINGTON AVENUENEW YORKNY10022PROGRAM ASSOCIATE40.00$96,750$26,648$0
ANNIE W BEZBATCHENKO
570 LEXINGTON AVENUENEW YORKNY10022SENIOR PROGRAM OFFIC40.00$79,025$11,854$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
EDGEHILL ENDOWMENT PARTNERS
195 CHURCH STREETNEW HAVENCT06510INVESTMENT ADVISORY$599,492
FINN PARTNERS
1675 BROADWAYNEW YORKNY10019COMMUNICATIONS$144,089
YOUR PART TIME CONTROLLER LLC
150 WALNUT STREETPHILADELPHIAPA19102ACCCOUNTING$82,884
STONE COAST FUND SERVICES LLC
TWO PORTLAND SQUAREPORTLANDME04101INVESTMENT ADVISORY$64,687
FAIRMOUNT HEALTHCARE FUND
2001 MARKET STREETPHILADELPHIAPA19103INVESTMENT ADVISORY$61,472
FieldValueIRS element (for citing)
Contractor Paid Over50k1ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1MEETINGS, COMMUNICATIONS & PROGRAM CONSULTANTSDescription1Txt
Expenses1$517,176Expenses1Amt
Description2EXXON SCHOLARSHIP MGT. EXP.Description2Txt
Expenses2$40,000Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$158,154,991AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$694,455AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,253,824FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$160,103,270TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$160,103,270AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,401,549CashDeemedCharitableAmt
Net Vl Noncharitable Assets$157,701,721NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,885,086MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,885,086MinimumInvestmentReturnAmt
Tax Based On Investment Income$206,899TaxBasedOnInvestmentIncomeAmt
Income Tax$104,455IncomeTaxAmt
Total Tax$311,354TotalTaxAmt
Distributable Before Adj$7,573,732DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,573,732DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,573,732DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,741,467ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$11,741,467QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,573,732DistributableAsAdjustedAmt
Undistributed Income PY$2,514,687UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$11,741,467QualifyingDistributionsAmt
Applied To Year1$2,514,687AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,573,732AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,653,048RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,653,048TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,653,048ExcessDistriCyovToNextYrAmt
Excess From Current Year$1,653,048ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (166 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
Academy for Teachers
10 W 90th StreetNew YorkNY10024PCGeneral Support$1,500
Amer Assocfor Advancement of Science
1200 New York AvenueWashingtonDC20005PCGeneral Support$1,000
American Academy of Arts & Sciences
136 Irving StreetCambridgeMA02138PCGeneral Support$6,500
American Antiquarian Society
185 Salisbury StreetWorcesterMA10027PCGeneral Support$100
American Association of Colleges & Universities
1818 R Street NWWashingtonDC20009PCSpecial Project : Reimagining Undergraduate Education: Pedagogy, Assessment & Leadership$40,000
American Association of Colleges & Universities
1818 R Street NWWashingtonDC20009PCGeneral Support$50,000
American Council of Learned Societies
633 Third Ave 8th FloorNew YorkNY100176795PCGeneral Support$2,100
American Historical Association
PO Box 347214PittsburghPA152514214PCGeneral Support$5,000
American Museum of Natural History
200 Central Park WestNew YorkNY10024PCGeneral Support$3,000
American Philosophical Society
104 South Fifth StreetPhiladelphiaPA191063386PCGeneral Support$1,500
American University
4400 Massachusetts Ave NWWashingtonDC20016PCCornerstone: Learning for Living initiative$62,500
Association for Asian Studies Inc
825 Victors Way Ste 310Ann ArborMI48108PCGeneral Support$1,000
Association for Core Texts and Courses
1501 Mercer University DrMaconGA31207PCGeneral Support$4,500
BARD COLLEGE
PO BOX 5000ANNANDALEONHUDSONNY12504PCSpecial Project : First Year Seminar - The Republic Revisited$50,000
Barnard College
3009 BroadwayNew YorkNY10027PCGeneral Support$1,500
Bexley Community Foundation
552 South Drexel AvenueBexleyOH43209PCGeneral Support$2,500
Bexley Education Foundation
348 South Cassingham RoadBexleyOH43209PCGeneral Support$300
Bexley Theatre Parents Inc
326 S Cassingham RoadColumbusOH43209PCGeneral Support$250
Biola University Inc
13800 Biola AvenueLa MiradaCA90639PCKnowledge for Freedom initiative$100,000
Bridgewater College
402 East College StreetBridgewaterVA228121599PCKnowledge for Freedom initiative$25,000
Broad Street Presbyterian Church
760 E Broad StreetColumbusOH43205PCGeneral Support$3,500
Brooklyn Conservatory of Music
58 Seventh AvenueBrooklynNY11217PCSpecial Project : Community Music Center at Chestnut Commons$10,000
Cal Poly Pomona Philanthropic Foundation
3801 W Temple AvenuePomonaCA91768PCCornerstone: Learning for Living initiative$117,000
California State University Maritime Academy
200 Maritime Academy DriveVallejoCA94590PCCornerstone: Learning for Living initiative$25,000
Campus Compact
45 Temple PlaceBostonMA02111PCGeneral Support$25,000
Candid
32 Old Slip 24th FloorNew YorkNY10005PCAnnual Support$10,000
Catawba College
2300 W Innes StreetSalisburyNC28144PCCornerstone: Learning for Living initiative$75,000
Cathedral School of St John the Divine
1047 Amsterdam AvenueNew YorkNY100251702PCGeneral Support$200
Catherine Project Inc
2631 Housley Rd 1006AnnapolisMD21401PCGeneral Support$2,000
Catholic University of America
620 Michigan Avenue NEWashingtonDC20064PCCornerstone: Learning for Living initiative$112,500
Chijnaya Foundation Inc
1717 E Vista Chino Rd Suite A7-488Palm SpringsCA92262PCGeneral Support$1,000
Clark Atlanta University
223 James P Brawley Drive SWAtlantaGA30314PCCornerstone: Learning for Living initiative$84,375
Clemente Course in the Humanities Inc
PO Box 532RosendaleNY12472PCGeneral Support$5,000
Clemson University
391 College Ave Suite 301ClemsonSC29634PCCornerstone: Learning for Living initiative$90,000
Colorado State University Sponsored Programs
2002 Campus DeliveryFort CollinsCO80523PCCornerstone: Learning for Living initiative$125,000
Cornell University
130 E Seneca St Ste 400IthacaNY14850PCGeneral Support$1,500
Council of Independent Colleges
One Dupont Cir NWWashingtonDC20036PCTransfer Pathways to the Liberal Arts initiative$28,000
Council on Foundations
PO Box 75661BaltimoreMD212755661PCAnnual Support$8,500
DePaul University
1 E Jackson BoulevardChicagoIL60604PCEducation for American Civic Life initiative$95,000
Dillard University
2601 Gentilly BoulevardNew OrleansLA701223097PCCornerstone: Learning for Living initiative$112,500
Drexel University
3141 Chestnut Street Suite 103PhiladelphiaPA19104PCEducation for American Civic Life initiative$82,000
Dutchess County SPCA
636 Violet AvenueHyde ParkNY12538PCGeneral Support$100
East Harlem Tutorial Program
2050 Second AvenueNew YorkNY10029PCGeneral Support$5,000
Elon University
100 Campus DriveElonNC02900PCKnowledge for Freedom initiative$100,000
Excelencia in Education
1156 15th Street Suite 1001WashingtonDC20005PCSpecial Project : Latino Student Success Funders Group$10,000
Folds of Honor Foundation
5971 North Patriot DriveOwassoOK740558201PCGeneral Support$25,000
Fordham University
45 Columbus Ave Fl 8New YorkNY10023PCKnowledge for Freedom initiative$100,000
Fort Lewis College
1000 Rim Drive 140 Berndt HallDurangoCO81301PCCornerstone: Learning for Living initiative$100,000
Foundation for City College
160 Convent Avenue Shepard HallNEW YORKNY10031PCEducation for American Civic Life initiative$200,000Room 154
Foundation for the Study of Independent Social Ideas Inc
120 Wall Street Fl31New YorkNY10005PCGeneral Support$100
Foundation of the University of North Caroline at Wilmington Inc
601 S College RoadWilimingtonNC284035905PCEducation for American Civic Life initiative$110,000
Friends of Hudson River Park Inc
305 7th Avenue 12th FloorNew YorkNY10001PCGeneral Support$1,500
Friends of Bexley Public Library
2411 East Main StreetBexleyOH43209PCGeneral Support$500
Friends of the Cornell Lab of Ornithology Inc
159 Sapsucker Woods RdIthacaNY14850PCGeneral Support$500
George Fox University
414 N Meridian StreetNewbergOR97132PCKnowledge for Freedom initiative$100,000
Gulf Coast Community Foundation co Essex Callaway Family Fund
601 Tamiami Trail SouthVeniceFL34285PCGeneral Support$15,000
Hollins University Corp
Box 9625 7916 Williamson RoadRoanokeVA24020PCGeneral Support$5,000
Hollins University Corp
Box 9625 7916 Williamson RoadRoanokeVA24020PCKnowledge for Freedom initiative$80,000
Hoshyar Foundation
PO Box 28502AustinTX78755PCGeneral Support$2,000
Houston Community College Foundation
3100 Main Street Suite 12B12 MCHoustonTX77002PCCornerstone: Learning for Living initiative$25,0001148
Howard University
2400 Sixth Street NWWashingtonDC20059PCCornerstone: Learning for Living initiative$25,000
Independent Colleges of Washington
600 Stewart Street Suite 600SeattleWA98101PCTransfer Pathways to the Liberal Arts initiative$23,000
Indiana University Research Institute University Square
1179 Grant Street Suite 1IndianaPA15701PCCornerstone: Learning for Living initiative$100,000
Institute for Advanced Study
Einstein DrivePrincentonNJ085404907PCGeneral Support$1,000
International Scholarship & Tuition Services Accounting Office
1321 Murfreesboro Pike 800NashvilleTN372172698PCScholarship Program$575,000
Jack Miller Center for Teaching Am's
3 Bala Plaza West Suite 401Bala CynwydPA19004PCCornerstone: Learning for Living initiative$147,000
Johns Hopkins University
3400 N Charles StreetBaltimoreMD21218PCSpecial Project : Conference Support$5,000
Kennesaw State University
1000 Chastain RoadKennesawGA30144PCKnowledge for Freedom initiative$80,000
Kent State University Foundation Inc
350 South Lincoln Street PO BoxKentOH44242PCKnowledge for Freedom initiative$83,3345190
Ladies Who Hoop Inc
711 Amsterdam AvenueNew YorkNY10025PCGeneral Support$750
Linn-Benton Community College
6500 Pacific Boulevard SWAlbanyOR97321PCCornerstone: Learning for Living initiative$112,500
Loyola University of Chicago
820 N Michigan AvenueChicagoIL60611PCKnowledge for Freedom initiative$100,000
Luria Academy of Brooklyn
238 St Marks AveBrooklynNY11238PCGeneral Support$4,000
Lyon College
2300 Highland RoadBatesvilleAR72501PCCornerstone: Learning for Living initiative$25,000
Marshall University Research Foundation
One John Marshall DriveHuntingtonWV25755PCCornerstone: Learning for Living initiative$25,000
Miami University
501 E High StreetOxfordOH45056PCKnowledge for Freedom initiative$130,000
Michigan Community College Foundation
110 W Michigan Avenue Suite 650LansingMI48933PCTransfer Pathways to the Liberal Arts initiative$76,250
Minnesota Humanities Center
987 Ivy Ave ESt PaulMN55106PCEducation for American Civic Life initiative$95,000
Minnesota Private College Fund
445 Minnesota Street Ste 500St PaulMN551012903PCTransfer Pathways to the Liberal Arts initiative$62,800
Modern Language Association of America
85 Broad Street Suite 500New YorkNY10004PCGeneral Support$1,000
Mount Tamalpais College
PO Box 492San QuentinCA94964PCGeneral Support$1,000
Nantucket Project Project Academy Inc
PO Box 568NanctucketMA02254PCSpecial Project : tnpONE 2024 Event$60,000
National Humanities Alliance Foundation
1101 Connecticut Ave NW Suite 450WashingtonDC20036PCGeneral Support$10,000
New World Foundation
680 West End Avenue 1CNew YorkNY10025PCSpecial Project : Anchor Fellows$10,000
New York Botanical Garden
Bronx River Parkway at Fordham RoadBronxNY10458PCGeneral Support$2,000
New York Restoration Project
254 W 31st Street 10th FlNew YorkNY10001PCGeneral Support$500
Norfolk State University
700 Park AvenueNorfolkVA23504PCCornerstone: Learning for Living initiative$84,375
North Carolina Independent Colleges and Universities
530 N Blount StreetRaleighNC27604PCTransfer Pathways to the Liberal Arts initiative$87,500
North Carolina State University
Office of Contracts and GrantsRaleighNC776957214PCCornerstone: Learning for Living initiative$175,000
North Central College
30 N Brainard StreetNapervilleIL60540PCKnowledge for Freedom initiative$100,000
Northern Kentucky Universit
AC 235 Nunn DriveHighland HeightsKY41099PCCornerstone: Learning for Living initiative$125,000
Nova Southeastern University
3301 College AvenueFt LauderdaleFL33314PCKnowledge for Freedom initiative$100,000
Ohio Humanities Council
541 W Rich StreetColumbusOH43209PCGeneral Support$1,000
Oregon Alliance of Independent Colleges and Universities
8215 SW Tualatin Sherwood RoadTualatinOR97062PCTransfer Pathways to the Liberal Arts initiative$53,500Suite 200
Overbrook Presbyterian Church
6376 City AvenuePhiladelphiaPA19151PCGeneral Support$500
Pace University
One Pace PlazaNew YorkNY100381598PCEducation for American Civic Life initiative$25,000
PACE-Philanthropy for Active Civic Engagement
611 Pennsylvania Ave SE Box 372WashingtonDC20003PCAnnual Support$5,000
Partnership for After School Education
11 Broadway Suite 1515New YorkNY10004PCGeneral Support$10,000
Pelotonia
450 W Broad StreetColumbusOH43215PCGeneral Support$200
Philanthropy New York
320 East43rd StreetNew YorkNY10017PCAnnual Support$11,050
Philosophy Learning and Teaching Organization
3518 Fremont Avenue North 353SeattleWA98103PCGeneral Support$3,000
Physicians for Peace
520 W 21st Street G2103NorfolkVA23517PCGeneral Support$40,000
Portland State University Foundation
PO Box 243PortlandOR972070243PCKnowledge for Freedom initiative$100,000
PRX Inc
PO Box 382234CambridgeMA02238PCSpecial Project : Inspired by$80,000
Puppies Behind Bars Inc
263 West 38th Street 4th FloorNew YorkNY10018PCGeneral Support$1,000
Queens Community House
108-25 62nd DriveForest HillsNY11375PCKnowledge for Freedom initiative$85,000
Regents of the University of Michigan
Box 223131PittsburghPA152510422PCCornerstone: Learning for Living initiative$31,000
Research Foundation of the City University of New York
230 West 41st Street 7th FlNew YorkNY10036PCEducation for American Civic Life initiative$25,000
Research Foundation of the City University of New York
230 West 41st Street 7th FlNew YorkNY10036PCSpecial Project : College Completion Innovation Fund$50,000
Research Foundation of the City University of New York
230 West 41st Street 7th FlNew YorkNY10036PCCornerstone: Learning for Living initiative$112,500
Rhinebeck Performing Arts Inc
661 Route 308RhinebeckNY12572PCGeneral Support$100
RHODES COLLEGE
2000 N ParkwayMemphisTN38112PCCornerstone: Learning for Living initiative$25,000
Rochester Institute of Technology
One Lomb Memorial DriveRochesterNY146235603PCCornerstone: Learning for Living initiative$218,750
Saint Louis University
3700 West Pine MallSt LouisMO63108PCCornerstone: Learning for Living initiative$250,000
Samford University
800 Lakeshore DriveBirminghamAL35229PCKnowledge for Freedom initiative$25,000
Society of the Four Arts
100 Four Arts PlazaPalm BeachFL33480PCGeneral Support$25,000
Sonoma State University
1801 East Cotati AvenueRohnert ParkCA949283609PCCornerstone: Learning for Living initiative$25,000
St Lukes Wood River Foundation Inc
PO Box 7005KetchumID83340PCGeneral Support$25,000
St Joseph's University New York
245 Clinton AvenueBrooklynNY11205PCKnowledge for Freedom initiative$85,000
St Mary's School
900 Hillsborough StreetRaleighNC27603PCGeneral Support$1,842
Taft School Corporation
110 Woodbury RoadWatertownCT06795PCGeneral Support$15,000
Texas A&M University System
400 Harvey Mitchell Parkway S SuiteCollege StationTX77845PCCornerstone: Learning for Living initiative$175,000300
The Aspen Institute Inc
2300 N Street NW Suite 700WashingtonDC20037PCSpecial Project : Humanistic Engagement for Congressional Staffers$75,000
The Columbus Foundation
1234 E Broad StreetColumbusOH43205PCGeneral Support$250
The Great Questions Foundation
3312 Touchstone StreetAustinTX78723PCGeneral Support$50,000
The Humane Society of the United States
1255 23rd Street NW Suite 450WashingtonDC20037PCGeneral Support$150
The Institute for Citizens & Scholars
104 Carnegie Center Suite 301PrincetonNJ08540PCSpecial Project : Faculty Development Institute Support$50,000
The New School
79 Fifth AvenueNew YorkNY10003PCSpecial Project : The FAFSA Simplification Project$20,000
The Pennsylvania State University
227 W Beaver Avenue Suite 401State CollegePA16801PCCornerstone: Learning for Living initiative$140,000
The Reading Team
2090 Adam Clayton Powell Jr BlvdNew YorkNY10027PCGeneral Support$5,000Suite 100
The UCLA Foundation
10920 Wilshire Boulevard Suite 900Los AngelesCA90024PCGeneral Support$100,000
The Waynesburg University
51 W College StWaynesburgPA15370PCKnowledge for Freedom initiative$95,000
Thomas Jefferson University
1020 walnut St 5th FlrPhiladelphiaPA19107PCCornerstone: Learning for Living initiative$125,000
Transylvania University
300 North BroadwayLexingtonKY40508PCCornerstone: Learning for Living initiative$125,000
Trinity Washington University
125 Michigan Avenue NEWashingtonDC20017PCCornerstone: Learning for Living initiative$25,000
Trustees of Columbia University in the City of New York
304 Earl Hall MC 2025New YorkNY10027PCGeneral Support$4,000
Trustees of Columbia University in the City of New York
304 Earl Hall MC 2025New YorkNY10027PCKnowledge for Freedom initiative$20,000
Trustees of Columbia University in the City of New York
304 Earl Hall MC 2025New YorkNY10027PCSpecial Project : Humanities Fellow$50,000
Trustees of Columbia University in the City of New York
304 Earl Hall MC 2025New YorkNY10027PCKnowledge for Freedom initiative$200,000
Tuskegee University
1200 W Montgomery RoadTuskegeeAL36088PCCornerstone: Learning for Living initiative$112,500
United Jewish Appeal Federation of Jewish Philanthropies of NY Inc
130 East 59th StreetNew YorkNY10022PCGeneral Support$1,180
Univof Wisconsin System-Platteville
1 University PlazaPlattevilleWI53818PCCornerstone: Learning for Living initiative$100,000
University of Dallas
1845 E Northgate DriveIrvingTX75062PCKnowledge for Freedom initiative$100,000
University of Guam
303 University DriveMangilaoGU96913PCKnowledge for Freedom initiative$107,000
University of Illinois Foundation
1305 West Green StreetUrbanaIL61801PCGeneral Support$1,000
University of Massachusetts Amherst
100 Venture Way Suite 201HadleyMA010359462PCCornerstone: Learning for Living initiative$150,000
University of Massachusetts Foundation Inc
100 Carlson Avenue Bldg 12NewtonMA02459PCKnowledge for Freedom initiative$84,000
University of Mississippi Foundation
406 University AvenueOxfordMS38655PCKnowledge for Freedom initiative$25,000
University of North Dakota
264 Centennial Drive Stop 7127Grand ForksND58202PCCornerstone: Learning for Living initiative$25,000
University of Puerto Rico Mayaguez Campus
PCCornerstone: Learning for Living initiative$200,000PO Box 9000MayaguezRQ00680-9000
University of Richmond
114 UR DriveUniversity of RichmoVA23173PCGeneral Support$1,000
University of Rochester
PO Box 270032 300 East River RoadRochesterNY14627PCKnowledge for Freedom initiative$50,000
University of Texas Foundation
9011 Mountain Ridge Dirve Suite 150AustinTX78759PCKnowledge for Freedom initiative$100,000
Upstate Films Limited
PO Box 324RhinebeckNY12572PCGeneral Support$200
Ursinus College
601 E Main StreetCollegevillePA19426PCSpecial Project : Support for the 2nd Colloquium on Liberal Education : Curriculum Matters$7,000
Ursinus College
601 E Main StreetCollegevillePA19426PCKnowledge for Freedom initiative$65,000
Valdosta State University Foundation
1500 N Patterson StValdostaGA31698PCKnowledge for Freedom initiative$100,000
Vanderbilt University
110 21st Avenue SouthNashvilleTN37203PCCornerstone: Learning for Living initiative$175,000
Victoria County Junior College District
2200 E Red River StreetVictoriaTX77901PCCornerstone: Learning for Living initiative$25,000
Villanova University
800 E Lancaster AvenueVillanovaPA19085PCKnowledge for Freedom initiative$70,000
Virginia Foundation for Independent Colleges
901 East Byrd Street Suite 1625RichmondVA23219PCTransfer Pathways to the Liberal Arts initiative$67,000
Virginia Union University
1500 N Lombardy StreetRichmondVA23220PCCornerstone: Learning for Living initiative$140,625
Warrior-Scholar Project
1012 14th Street NW Suite1200WashingtonDC20005PCSpecial Project : Humanities Boot Camp for Veterans at Notre Dame, Princeton, and Brown$150,000
Wellesley College
106 Central StreetWellesleyMA02481PCGeneral Support$3,500
WMHT Educational Telecommunications
4 Global ViewTroyNY12180PCGeneral Support$100
Yale University
PO Box 2038New HavenCT06521PCKnowledge for Freedom initiative$120,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,246,981TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (50 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
Anne Arundel Community College
101 College PkwyArnoldMD21012PCCornerstone: Learning for Living initiative$250,000
Augustana College
639 38TH StreetRock IslandIL61201PCCornerstone: Learning for Living initiative$25,000
CA State Polytechnic University - Pomona (fiscal agent Cal Poly Pomona Phi
3801 W Temple AvenuePomonaCA91768PCCornerstone: Learning for Living initiative$208,000
California State University Maritime Academy
200 Maritime Academy DriveVallejoCA94590PCCornerstone: Learning for Living initiative$245,000
CIC Ohio Foundation of Independent Colleges and Universities
One Dupont Cir NWWashingtonDC20036PCTransfer Pathways to the Liberal Arts initiative$16,000
Cooper Union for the Advancement of Science and Art
30 Cooper Sq Fl2New YorkNY10003PCCornerstone: Learning for Living initiative$25,000
Drexel University
3141 Chestnut Street Suite 103PhiladelphiaPA19104PCEducation for American Civic Life initiative$128,000
East Carolina University Foundation Inc
2200 Charles Blvd1100GreenvilleNC27858PCCornerstone: Learning for Living initiative$25,000
Emory University
201 Dowman DriveAtlantaGA30322PCCornerstone: Learning for Living initiative$25,000
Foundation for California Community Colleges
1102 Q Street Suite 4800SacramentoCA95811PCSpecial Project: Fall 2024 INSPIRE Convening, Reimagining the Future of Teaching and Learning$25,000
George Fox University
414 N Meridian StreetNewbergOR97132PCKnowledge for Freedom initiative$100,000
Hollins University
Box 9625 7916 Williamson RoadRoanokeVA24020PCKnowledge for Freedom initiative$80,000
Houston Community College
3100 Main Street Suite 12B12 MCHoustonTX77002PCCornerstone: Learning for Living initiative$275,0001148
Iowa Association of Independent Colleges and Universities
3775 EP True Parkway 253West Des MoinesIA50265PCTransfer Pathways to the Liberal Arts initiative$110,000
Jack Miller Center and the Great Questions Foundation
3 Bala Plaza West Suite 401Bala CynwydPA19004PCCornerstone: Learning for Living initiative$78,000
Kennesaw State University
1000 Chastain RoadKennesawGA30144PCKnowledge for Freedom initiative$170,000
Kent State University
350 S Lincoln Street PO Box 5190KentOH44242PCKnowledge for Freedom initiative$166,666
Loyola University Chicago
820 N Michigan AvenueChicagoIL60611PCKnowledge for Freedom initiative$100,000
Lyon College
2300 Highland RoadBatesvilleAR72501PCCornerstone: Learning for Living initiative$175,000
Marshall University Research Foundation
One John Marshall DriveHuntingtonWV25755PCCornerstone: Learning for Living initiative$200,000
Minnesota Humanities Center
987 Ivy Ave ESt PaulMN55106PCEducation for American Civic Life initiative$100,000
New England Board of Higher Education
45 Temple PlaceBostonMA02111PCTransfer Pathways to the Liberal Arts initiative$143,000
Norfolk University
700 Park AvenueNorfolkVA23504PCCornerstone: Learning for Living initiative$28,125
North Carolina Independent Colleges & Universities
530 N Blount StreetRaleighNC27604PCTransfer Pathways to the Liberal Arts initiative$262,500
North Central College
30 N Brainard StreetNapervilleIL60540PCKnowledge for Freedom initiative$100,000
Nova Southeastern University
3301 College AvenueFt LauderdaleFL33314PCKnowledge for Freedom initiative$100,000
Oregon Alliance of Independent Colleges and Universities
8215 SW Tualatin Sherwood RoadTualatinOR97062PCTransfer Pathways to the Liberal Arts initiative$52,900Suite 200
Queens Community House
108-25 62nd DriveForest HillsNY11375PCKnowledge for Freedom initiative$165,000
Rhodes College
2000 N ParkwayMemphisTN38112PCCornerstone: Learning for Living initiative$75,000
Sonoma State University
1801 East Cotati AvenueRohnert ParkCA949283609PCCornerstone: Learning for Living initiative$175,000
St Joseph's University
245 Clinton AvenueBrooklynNY11205PCKnowledge for Freedom initiative$85,000
State University of New York Eerie Community College
PO Box 9AlbanyNY12201PCCornerstone: Learning for Living initiative$25,000
State University of New York Genesco
PO Box 9AlbanyNY12201PCCornerstone: Learning for Living initiative$25,000
Trinity Washington University
125 Michigan Avenue NEWashingtonDC20017PCCornerstone: Learning for Living initiative$225,000
UMass Amherst
100 Venture Way Suite 201HadleyMA010359462PCKnowledge for Freedom initiative$83,000
University of California Santa Cruz
1156 High StreetSanta CruzCA95064PCCornerstone: Learning for Living initiative$25,000
University of Guam
PCKnowledge for Freedom initiative$193,000303 University DriveMangliaoGQ96913
University of Montana
PO Box 7159MissoulaMT59807PCCornerstone: Learning for Living initiative$25,000
University of North Carolina Wilmington
601 South College RoadWilmingtonNC28403PCEducation for American Civic Life initiative$110,000
University of North Dakota
264 Centennial Drive Stop 7127Grand ForksND58202PCCornerstone: Learning for Living initiative$250,000
University of Puerto Rico - Mayaguez
PCCornerstone: Learning for Living initiative$100,000PO Box 9000MayaguezRQ00680-9000
University of Rhode Island
35 Campus AvenueKingstonRI02881PCKnowledge for Freedom initiative$217,000
University of Rochester
PO Box 270032 300 East River RoadRochesterNY14627PCEducation for American Civic Life initiative$70,000
University of Texas San Antonio
9011 Mountain Ridge Dirve Suite 150AustinTX78759PCKnowledge for Freedom initiative$200,000
Ursuline College
2550 Lander RdPepper PikeOH44124PCCornerstone: Learning for Living initiative$100,000
Victoria College Foundation
2200 E Red River StreetVictoriaTX77901PCCornerstone: Learning for Living initiative$235,000
Virginia Foundation for Independent Colleges
901 East Byrd Street Suite 1625RichmondVA23219PCTransfer Pathways to the Liberal Arts initiative$53,000
Washington College
300 Washington AvenueChestertownMD21620PCKnowledge for Freedom initiative$84,000
Waynesburg University
51 W College StWaynesburgPA15370PCKnowledge for Freedom initiative$155,000
Yale University
PO Box 2038New HavenCT06521PCKnowledge for Freedom initiative$120,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$6,008,191TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$146,678UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$3,255,096ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$441,792UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$13,480,527ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$588,470UnrelatedBusinessTaxblIncmAmt
Exclusion$16,735,623ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,324,093TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL ENDOWMENT FOR THE HUMANITIESBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1400 7TH STREET SWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20024ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,014,625TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUDIT AND TAX PREPARATION$55,000$0$39,500
ACCOUNTING/BOOKKEEPING$101,335$0$101,940

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDescCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtRtRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
LEASEHOLD IMPROVEMENTS$242,147$203,279SL0.000000000000$3,500$0
FURNITURE & EQUIPMENT$234,011$201,631SL0.000000000000$3,593$0
PAINTINGS$30,480SL0.000000000000$0$0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondApax Europe VII, L.P.BondNm
EOY Book Value$13,913EOYBookValueAmt
EOYFMV$13,913EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ExxonMobil Corporation$3,957,250$3,957,250
Vanguard S&P 500 ETF$24,153,576$24,153,576
Vanguard Total World Stock Index Fund$29,536,112$29,536,112

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$23,639,628USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$23,639,628USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (71 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Advisors 01, L.P.FMV$1,409,986$1,409,986
Advisors 02, L.P.FMV$467,241$467,241
Alpine Investors VI, L.P.FMV$2,263,214$2,263,214
Alpine Investors VII, L.P.FMV$1,054,081$1,054,081
Alpine Investors VIII, L.P.FMV$717,318$717,318
Anatole Partners Enhanced, LTDFMV$1,371,196$1,371,196
Anatole Partners Long Only, L.P.FMV$68,065$68,065
Asian Infrastructure & Related Resource Opportunity FundFMV$518,000$518,000
Balboa Retail Fund II, L.P.FMV$552,114$552,114
Biotechnology Value Fund IIFMV$4,750,724$4,750,724
BLC II Fund B, L.P.FMV$504,542$504,542
Boldstart Opportunities II, L.P.FMV$263,019$263,019
Boldstart Opportunities III, L.P.FMV$74,842$74,842
Boldstart Opportunities VI, L.P.FMV$41,205$41,205
Boldstart Ventures V, L.P.FMV$67,227$67,227
Boulder Ridge Estates, LLCFMV$263,366$263,366
Defy Partners II, L.P.FMV$640,152$640,152
Denham Mining Fund, L.P.FMV$1,258,285$1,258,285
Fairmount Healthcare Fund II, L.P.FMV$6,544,307$6,544,307
Flexpoint FordFMV$776,863$776,863
Fuel Capital III, L.P.FMV$198,411$198,411
GSV Acceleration Fund I, L.P.FMV$375,948$375,948
HarbourVest Partners V-Direct FundFMV$10,453$10,453
HarbourVest Partners V-Partnership FundFMV$10,231$10,231
HighBrook Propery Fund III, LPFMV$329,876$329,876
Hopu MagnoliaFMV$303,102$303,102
India Property Fund, LLCFMV$24,767$24,767
Industrial Growth Partners VFMV$284,689$284,689
Industrial Growth Partners VIFMV$130,801$130,801
Insolve Global Credit Feeder Fund III, L.P.FMV$1,736,102$1,736,102
Insolve Global Credit Feeder Fund IV, L.P.FMV$1,303,814$1,303,814
Insolve Global Credit Feeder Fund V, L.P.FMV$2,819,545$2,819,545
Kimmeridge Mineral Fund, L.P.FMV$1,196,905$1,196,905
Knightsbridge Venture Capital VI, L.P.FMV$1,146,460$1,146,460
Lion Point International, Ltd.FMV$213,447$213,447
Luminate Capital Partners, L.P.FMV$682,831$682,831
Luminate II Capital Partners, L.P.FMV$1,407,701$1,407,701
Luminate III Capital Partners, L.P.FMV$681,548$681,548
Maverick Lien Fund V, L.P.FMV$454,248$454,248
MCR Hospitality Fund, L.P.FMV$648,519$648,519
OtherFMV$7,077$7,077
Park Presidio Capital Fund, Ltd.FMV$1,833,270$1,833,270
Parvus European Opportunities Fund, L.P.FMV$10,223,655$10,223,655
Pearl I Energy Investments, L.P.FMV$716,023$716,023
Pearl II Energy Investments, L.P.FMV$341,491$341,491
RA Capital Healthcare International Fund, Ltd.FMV$515,529$515,529
Ridgeview Land Ventures, LLCFMV$57,176$57,176
Riverstone EnergyFMV$3,238$3,238
SCGE Offshore Fund, L.P.FMV$1,861,983$1,861,983
Sierra Hills Investors, LLCFMV$71,263$71,263
Siguler Guff Brazil Special Situations Fund IFMV$1,550,162$1,550,162
Siguler Guff Brazil Special Situations Fund IIFMV$650,376$650,376
Sycamore Partners III, L.P.FMV$809,244$809,244
SYN Ventures Fund II LPFMV$96,907$96,907
SYN Ventures Fund LPFMV$1,001,565$1,001,565
TEN ELEVEN PARTNERSFMV$66,107$66,107
TIFF Keystone Fund, L.P.FMV$8,788,488$8,788,488
Tiger Global Long Opportunities, Ltd.FMV$596,805$596,805
Tiger X Global Private Investment Partners, L.P.FMV$2,039,059$2,039,059
Tiger XI Global Private Investment Partners, L.P.FMV$1,057,720$1,057,720
Tiger XII Global Private Investment Partners, L.P.FMV$754,304$754,304
Tiger XIV Global Private Investment Partners, L.P.FMV$415,731$415,731
West Bickford Holdings, LLCFMV$248,418$248,418
Whale Rock CapitalFMV$363,344$363,344
Will Ventures II LLCFMV$88,387$88,387
Zhen Partners VII, L.P.FMV$54,712$54,712
Princeton Equity PartnersFMV$92,987$92,987
Alpine Investors IX, L.P.FMV$90,358$90,358
Lion Point International, Ltd.FMV$11$11
Flexpoint Ford VFMV$66,238$66,238
01 Advisors 03FMV$10,742$10,742

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
LEASEHOLD IMPROVEMENTS$242,147$206,779$35,368
FURNITURE & EQUIPMENT$234,011$205,224$28,787
PAINTINGS$30,480$0$30,480

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$10,666LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$12,695DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescRIGHT OF USE ASSETSDesc
BOY Book Value$638,693BOYBookValueAmt
EOY Book Value$2,692,629EOYBookValueAmt
EOYFMV$2,692,629EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN DEFERRED TAXDesc
Amt$17,574Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$29,527$0$29,728
STATIONARY, POSTAGE AND SUPPLIES$2,598$504$2,247
COMPUTER SUPPORT$46,194$8,966$34,430
MAINTENANCE & REPAIRS$25,349$4,920$21,580
DUES$9,631$317$9,314
EXXON SCHOLARSHIP MGT. EXP.$40,000$0$47,000
OFFICE EQUIPMENT, FURNITURE, ETC.$53,096$10,680$43,759
WEBSITE$37,328$7,245$30,083
INTERN$5,145$0$5,239
INCENTIVES$3,798$737$2,659
POSTAGE$211$41$170
OTHER$14,777$0$14,777

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED APPRECIATIONDesc
Amt$1,134,379Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED FEDERAL EXCISE TAX$490,805$508,379
LEASE PAYABLE$642,613$2,806,885
FEDERAL EXCISE AND UBI TAXES PAYABLE$0$172,458

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$750,538$750,538$0
INVESTMENT CONSULTING$698,382$698,382$0
PROGRAM CONSULTING$52,850$0$33,037
CONSULTING$11,533$136$17,450
PAYROLL FEES$16,481$0$16,481
HONORARIA AND ADVISORY COUNCIL$0$0$15,250
MEDIA RELATIONS$144,089$0$132,089

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE AND UBIT TAXCategoryTxt
Amt$385,780Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt