THE WALLACE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE WALLACE FOUNDATION (EIN 13-6183757)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202303179349101665
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Mortgages And Notes Payable Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T10:17:31+00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Park Ave | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136183757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Wallace Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALL | BusinessNameControlTxt |
| Phone | 2122519700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 Broadway 49 Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stacy Martin | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2122519751 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Stacy | PersonFirstNm |
| Person Last | Martin | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Evan W Seekamp | PreparerPersonNm |
| PTIN | P10907071 | PTIN |
| Phone | 6314256023 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,669,140,184 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $823,781 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $823,781 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,008,593 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,008,593 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $125,762,085 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $718,221,045 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $22,420 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,151,508 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $132,616,879 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,983,882 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,257,752 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,427,317 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,832,002 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $7,125,288 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $974,488 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,119,832 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,238,808 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $428,180 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,749,273 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $134,333 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $70,526 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $83,691 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $232,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $116,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $106,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,391,851 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,931,927 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,853,367 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $456,475 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,112,893 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $616,656 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $680,778 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $1,721,726 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $168,797 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,570,063 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $332,854 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $63,427 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $254,808 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $40,482 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $292 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $39,767 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,168,916 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $81,830 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $988,324 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,894,656 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,879,690 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,597,377 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,824,501 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,089,810 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $112,719,157 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,879,690 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,687,187 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,897,722 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,104,192 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $141,349,365 | CashBOYAmt |
| Cash EOY | $33,274,710 | CashEOYAmt |
| Cash EOYFMV | $33,274,710 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Inventories BOY | $0 | InventoriesBOYAmt |
| Prepaid Expenses BOY | $211,436 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $248,764 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $248,764 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $9,716,085 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $83,973,686 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $83,973,686 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $83,098,595 | CorporateStockBOYAmt |
| Corporate Stock EOY | $133,961,445 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $133,961,445 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $108,435,600 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $99,545,029 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $99,545,029 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Other Investments BOY | $1,690,283,502 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,293,241,343 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,293,241,343 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,403,664 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,093,508 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,986,275 | LandBOYAmt |
| Land EOY | $7,310,156 | LandEOYAmt |
| Land EOYFMV | $7,310,156 | LandEOYFMVAmt |
| Other Assets BOY | $1,709,625 | OtherAssetsBOYAmt |
| Other Assets EOY | $17,585,051 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $17,585,051 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,042,790,483 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,669,140,184 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,669,140,184 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,803,598 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,427,882 | AccountsPayableEOYAmt |
| Grants Payable BOY | $9,884,193 | GrantsPayableBOYAmt |
| Grants Payable EOY | $6,559,760 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $25,000,000 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $12,119,249 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $23,364,911 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $23,807,040 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $57,352,553 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,018,983,443 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,611,787,631 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,018,983,443 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,611,787,631 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,042,790,483 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,669,140,184 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,018,983,443 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,897,722 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,038,881,165 | SubtotalAmt |
| Other Decreases | $427,093,534 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,611,787,631 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Publicly Traded Securities | P | $702,058,052 | $0 | $722,329,463 | -$20,271,411 | $0 | -$20,271,411 |
| Liquidated Partnerships | P | $108,847,166 | $102,051,251 | $6,795,915 | $0 | $6,795,915 | |
| Foreign Corporations | P | $73,846,037 | $68,387,300 | $5,458,737 | $0 | $5,458,737 | |
| Partnerships and Alternative Investments | P | $5,727,602 | $2,863,801 | $2,863,801 | $0 | $2,863,801 | |
| Net Capital losses on Foreign exchange contracts | P | $0 | $114,164 | -$114,164 | $0 | -$114,164 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,267,122 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,148 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $43,148 | SubtotalAmt |
| Tax Based On Investment Income | $43,148 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,173,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,173,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,129,852 | OverpaymentAmt |
| Applied To ES Tax | $1,400,000 | AppliedToESTaxAmt |
| Refund | $729,852 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.wallacefoundation.org | WebsiteAddressTxt |
| Individual With Books | Stacy Martin CFO | IndividualWithBooksNm |
| Phone | 2122519700 | PhoneNum |
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 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 |
|---|---|---|---|---|---|---|---|---|
| Candace Beinecke | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.000 | $0 | $0 | $0 |
| Anne Dinneen | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.000 | $0 | $0 | $0 |
| Richard L Kauffman | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.000 | $0 | $0 | $0 |
| Kent McGuire | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.000 | $0 | $0 | $0 |
| Jorge Ruiz de Velasco | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.000 | $0 | $0 | $0 |
| Amor Towles | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.000 | $0 | $0 | $0 |
| Kelly Ungeman | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.000 | $0 | $0 | $0 |
| Daniel Weiss | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.000 | $0 | $0 | $0 |
| Mary Beth West | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.000 | $0 | $0 | $0 |
| Geraldine Sutera | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Legal/HR Assoc. & Asst Corp Secretary | 40.000 | $86,758 | $51,292 | $0 |
| Kenneth Austin | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | General Counsel & Corp Secretary | 50.000 | $342,600 | $66,887 | $0 |
| Thomas Lenehan | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | CIO & Asst Treasurer | 50.000 | $1,321,500 | $142,847 | $0 |
| Stacy J Martin | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | CFO & Treasurer | 50.000 | $412,378 | $73,167 | $0 |
| William I Miller | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | President & Director | 50.000 | $865,098 | $149,967 | $0 |
| Talia Shaull | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | CHRO | 50.000 | $152,564 | $16,164 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Giselle Antoni | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | VP-Youth Development | 50.000 | $314,687 | $86,695 | $0 |
| Bronwyn Bevan | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | VP - Research | 50.000 | $351,714 | $79,599 | $0 |
| Lucas Held | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | VP - Communications | 50.000 | $322,605 | $81,624 | $0 |
| Bahia Ramos | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | VP - Arts | 50.000 | $314,687 | $63,566 | $0 |
| Joyce Zhang | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | SO - Investments | 50.000 | $390,052 | $85,342 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 39 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Policy Studies Associates Inc | |||||
| 1719 Connecticut Ave NW Suite 400 | Washington | DC | 20009 | Research and Consulting Services | $968,344 |
| Westat Inc | |||||
| 1600 Research Blvd | Rockville | MD | 20850 | Learning & Enrichment Consulting Services | $814,012 |
| The Hatcher Group | |||||
| 4340 East West Highway Suite 912 | Bethesda | MD | 20814 | Communication Consulting Services | $725,427 |
| EducationCounsel LLC | |||||
| 1320 Main Street 17th Floor | Columbia | SC | 29201 | Foundationwide Consulting Services | $436,690 |
| Acronym Media Inc | |||||
| 350 5th Ave Suite 6520 | New York | NY | 10118 | Communication Consulting Services | $392,052 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 36 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DISSEMINATION: Through conference presentations, webinars, print advertising and media outreach, share Wallace research findings with non-grantee audiences, who can use the findings to improve their own work. | Description1Txt |
| Expenses1 | $2,059,817 | Expenses1Amt |
| Description2 | TECHNICAL ASSISTANCE: Provide coordination and facilitation of learning communities and technical assistance to Grantees participating in our Youth Arts, Education Leadership, and Out of School Time initiatives. | Description2Txt |
| Expenses2 | $1,825,053 | Expenses2Amt |
| Description3 | POLICY: Public policy engagement activities include, within the constraints of the law, sharing evidence of what works and encouraging states to seek ESSA funding for evidence-based leadership work. | Description3Txt |
| Expenses3 | $1,263,881 | Expenses3Amt |
| Description4 | RESEARCH: Commission research and evaluation studies to inform and support the implementation of Wallace initiatives and provide insights about practice improvements for the field. | Description4Txt |
| Expenses4 | $1,207,448 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,682,068,164 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $93,797,329 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $940,366 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,776,805,859 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,776,805,859 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,652,088 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,750,153,771 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,507,689 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,507,689 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,148 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,148 | TotalTaxAmt |
| Distributable Before Adj | $87,464,541 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $87,464,541 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $87,464,541 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,687,187 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $4,660 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $105,691,847 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,464,541 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $44,515,060 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $105,691,847 | QualifyingDistributionsAmt |
| Applied To Year1 | $44,515,060 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $61,176,787 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $26,287,754 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (260 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 1Hood Media Academy | |||||||
| 460 Melwood Ave Suite 207 | Pittsburgh | PA | 15213 | PC | A planning grant to prepare for implementation work as part of a new Arts initiative. | $237,000 | |
| Afterschool Alliance | |||||||
| 1101 14th St NW Suite 700 | Washington | DC | 20005 | PC | Funding will support Afterschool Alliance partnership in the development, meaning-making, and dissemination of an updated OST Cost Study. | $100,000 | |
| Afterschool Alliance | |||||||
| 1101 14th St NW Suite 700 | Washington | DC | 20005 | PC | To support Afterschool Alliance as a communications partner. | $175,000 | |
| American Alliance of Museums | |||||||
| 2451 Crystal Dr Suite 1005 | Arlington | VA | 22202 | PC | To support AAM as a communications partner. | $100,000 | |
| American Association of Colleges for Teacher Education | |||||||
| 1602 L Street NW Suite 601 | Washington | DC | 20036 | PC | To support AACTE as a communications partner. | $100,000 | |
| American Association of School Administrators | |||||||
| 1615 Duke St | Alexandria | VA | 22314 | PC | To support AASA as a communications partner. | $175,000 | |
| American Institutes for Research in the Behavioral Sciences | |||||||
| 1000 Thomas Jefferson St NW | Washington | DC | 200073835 | PC | To support a study of how a range of districts from across the state of Texas incorporate evidence-based strategies in the design and implementation of summer learning programs. | $435,772 | |
| American Institutes for Research in the Behavioral Sciences | |||||||
| 1000 Thomas Jefferson St NW | Washington | DC | 200073835 | PC | To support the Youth Fields Workforce Study, including a national survey and and up to 10 case studies. | $982,882 | |
| American Institutes for Research in the Behavioral Sciences | |||||||
| 1000 Thomas Jefferson St NW | Washington | DC | 200073835 | PC | To provide expert consulting on its process of investigating several different aspects of the OST space. | $55,589 | |
| Arab Community Center for Economic & Social Services | |||||||
| 2651 Saulino Ct | Dearborn | MI | 48120 | PC | A planning grant to prepare for implementation work as part of a new Arts initiative. | $398,000 | |
| Arizona State University Foundation for A New American University | |||||||
| PO Box 2260 | Tempe | AZ | 85280 | PC | Planning phase for the new Arts initiative Community Orientation Study | $104,387 | |
| Arts Midwest Incorporated | |||||||
| 2908 Hennepin Avenue Suite 200 | Minneapolis | MN | 55408 | PC | To fund a broader group of smaller Arts organizations by re-granting through intermediaries. | $2,000,000 | |
| Asian American-Pacific Islanders in Philanthropy Inc | |||||||
| 300 Frank H Ogawa Plz Suite 256 | Oakland | CA | 94612 | PC | For the general support of Asian American-Pacific Islanders in Philanthropy and CHANGE Philanthropy. | $50,000 | |
| Asian American-Pacific Islanders in Philanthropy Inc | |||||||
| 300 Frank H Ogawa Plz Suite 256 | Oakland | CA | 94612 | PC | To sponsor the joint AAPIP-Native Americans in Philanthropy Conference 'Power in Solidarity: An AAPIP & NAP Gathering' on June 26-29, 2022 in Seattle. | $25,000 | |
| Association for Supervision and Curriculum Development | |||||||
| 1703 N Beauregard St | Alexandria | VA | 22311 | PC | To support ASCD as a communications partner. (Also see #20200263, which houses the funds directed to their communications partner work in L&E.) | $50,000 | |
| Association for Supervision and Curriculum Development | |||||||
| 1703 N Beauregard St | Alexandria | VA | 22311 | PC | To support ASCD as a communications partner. (Also see #20200262, which houses the funds directed to their communications partner work in ed leadership.) | $25,000 | |
| Association for Supervision and Curriculum Development | |||||||
| 1703 N Beauregard St | Alexandria | VA | 22311 | PC | To support ASCD as a communications partner. (Also see #20220239, which houses the funds directed to their communications partner work in L&E.) | $62,500 | |
| Association for Supervision and Curriculum Development | |||||||
| 1703 N Beauregard St | Alexandria | VA | 22311 | PC | To support ASCD as a communications partner. (Also see #20220238, which houses the funds directed to their communications partner work in Ed-Leadership) | $62,500 | |
| Association of Arts Administration Educators Inc | |||||||
| PO Box 25094 | Providence | RI | 02905 | PC | To support AAAE as a communications partner. | $25,000 | |
| Association of Black Foundation Executives Inc | |||||||
| 42 Broadway Suite 2000 | New York | NY | 10004 | PC | For general operating support. | $20,000 | |
| Association of Performing Arts Professionals Inc | |||||||
| 919 Eighteenth St Suite 650 | Washington | DC | 20006 | PC | To support APAP as a communications partner. | $100,000 | |
| Beyond Differences | |||||||
| PO Box 9070 | San Rafael | CA | 94912 | PC | To support National Organizations for Marginalized Youth (NOMY) as they deepen their youth development efforts. | $212,500 | |
| Big Thought | |||||||
| 1409 Botham Jean Blvd Suite 1015 | Dallas | TX | 75215 | PC | To participate in the Partnerships for Social and Emotional Learning Initiative. (Additional Years 5-6 funding for Grant #20180075) | $25,000 | |
| BlackStar Projects | |||||||
| 1901 S Ninth St Ste 414 | Philadelphia | PA | 19148 | PC | A planning grant to prepare for implementation work as part of a new Arts initiative. | $244,000 | |
| Boston After School & Beyond Inc | |||||||
| 89 South St Suite 601 | Boston | MA | 02111 | PC | To participate in the Partnerships for Social and Emotional Learning Initiative. (Years 5-6 funding for Grant #20180076) | $850,000 | |
| Boys & Girls Clubs of America | |||||||
| 1275 Peachtree St NE | Atlanta | GA | 30309 | PC | To extend Wave II of the Youth Arts Initiative (additional funds for grant 20170211) | $125,000 | |
| Candid | |||||||
| 32 Old Slip 24th Fl | New York | NY | 10005 | PC | For general operating support. | $50,000 | |
| Center for Disaster Philanthropy Inc | |||||||
| One Thomas Circle NW Suite 700 | Washington | DC | 20005 | PC | To contribute to the Disaster Recovery Fund, designated for recovery efforts in areas hit hardest by the December 2021 tornado outbreak. | $250,000 | |
| Center for Disaster Philanthropy Inc | |||||||
| One Thomas Circle NW Suite 700 | Washington | DC | 20005 | PC | To contribute to the Disaster Recovery Fund, designated only for recovery efforts in areas hardest hit by Hurricane Fiona in Puerto Rico. | $150,000 | |
| Center for Disaster Philanthropy Inc | |||||||
| One Thomas Circle NW Suite 700 | Washington | DC | 20005 | PC | To contribute to the Disaster Recovery Fund, designated only for recovery efforts in areas hardest hit by Hurricane Ian in the state of Florida. | $250,000 | |
| Center for Evaluation Innovation Inc | |||||||
| 1660 L Street NW Suite 450 | Washington | DC | 20036 | PC | For general support of the Evaluation Roundtable. | $50,000 | |
| Chamber Music America Inc | |||||||
| 12 W 32nd St 7th Fl | New York | NY | 10001 | PC | To support CMA as a communications partner. | $100,000 | |
| Chicago Sinfonietta Inc | |||||||
| 70 E Lake Street Suite 226 | Chicago | IL | 60601 | PC | A planning grant to prepare for implementation work as part of a new Arts initiative. | $456,000 | |
| Child Trends Incorporated | |||||||
| 12300 Twinbrook Parkway Suite 235 | Rockville | MD | 20852 | PC | To identify current approaches to documenting and measuring impacts in OST settings across three specific sectors. | $18,900 | |
| Children's Funding Project | |||||||
| 2101 L St NW Suite 800 | Washington | DC | 20037 | PC | To support the creation of regional hubs to help local communities conduct fiscal mapping to fund and sustain youth development priorities. | $800,000 | |
| Columbus City Schools | |||||||
| 270 E State St | Columbus | OH | 43215 | PC | To participate in the Equity-Centered Pipeline Initiative. | $2,120,000 | |
| Columbus City Schools | |||||||
| 270 E State St | Columbus | OH | 43215 | PC | For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity (additional Y2 funds for grant 20210192). | $100,000 | |
| Columbus City Schools | |||||||
| 270 E State St | Columbus | OH | 43215 | PC | To fund the mentor preparation programs for the Equity-Centered Pipeline districts. (additional Y2 funds for grant 20210192). | $100,000 | |
| Communities Foundation of Texas Inc | |||||||
| 5500 Caruth Haven Ln | Dallas | TX | 75225 | PC | To establish a donor-advised fund to assist Texas in new efforts to improve summer learning through the addition of days to the school year. | $5,604,830 | |
| Communities Foundation of Texas Inc | |||||||
| 5500 Caruth Haven Ln | Dallas | TX | 75225 | PC | To enable CFT to support the Additional Days School Year Summer Learning Initiative that is a collaborative effort between Wallace and the Texas Impact Network and aligned with the efforts of the Texas Education Agency. | $257,692 | |
| Communities Foundation of Texas Inc | |||||||
| 5500 Caruth Haven Ln | Dallas | TX | 75225 | PC | To establish a donor-advised fund to assist Texas in new efforts to improve summer learning through the addition of days to the school year. Amends Grant #20200084 - in order add funds approved by board in a subsequent year. | $3,000,000 | |
| Council of Chief State School Officers | |||||||
| One Massachusetts Ave NW Suite 800 | Washington | DC | 20001 | PC | To support an effort in collaboration with National Summer Learning Association to build state expertise in providing summer programs in 2021 and 2022 that help compensate for the disruption to education caused by the COVID-19 pandemic. | $362,757 | |
| Council of Chief State School Officers | |||||||
| One Massachusetts Ave NW Suite 800 | Washington | DC | 20001 | PC | To support CCSSO as a communications partner. | $150,000 | |
| Council of the Great City Schools | |||||||
| 1331 Pennsylvania Ave Suite1100 N | Washington | DC | 20004 | PC | To provide technical assistance to the school boards of the districts participating in the Equity-Centered Pipeline Initiative. | $250,000 | |
| Council of the Great City Schools | |||||||
| 1331 Pennsylvania Ave Suite1100 N | Washington | DC | 20004 | PC | To provide districts in the Principal Pipeline Learning Community with free consultation on the use of American Rescue Plan funds to achieve their strategic objectives | $246,868 | |
| Council of the Great City Schools | |||||||
| 1331 Pennsylvania Ave Suite1100 N | Washington | DC | 20004 | PC | To provide districts in the Principal Pipeline Learning Community with free consultation on the use of federal funds (American Rescue Plan) to achieve their strategic objectives (additional funds for grant 20210167) | $400,000 | |
| Council of the Great City Schools | |||||||
| 1331 Pennsylvania Ave Suite1100 N | Washington | DC | 20004 | PC | To provide districts in the Principal Pipeline Learning Community with free consultation on the use of American Rescue Plan funds to achieve their strategic objectives (additional funds for grant 20210167) | $400,000 | |
| Council on Foundations Inc | |||||||
| 1255 23rd St NW Suite 200 | Washington | DC | 20037 | PC | For general operating support. | $24,000 | |
| Council on Foundations Inc | |||||||
| 1255 23rd St NW Suite 200 | Washington | DC | 20037 | PC | To sponsor the Council on Foundations' 2022 Public Policy Summit, to be held virtually on November 15-16, 2022, as a Supporting Partner. | $9,602 | |
| Dallas Independent School District | |||||||
| 9400 N Central Expressway | Dallas | TX | 75231 | GOV | To participate in the Partnerships for Social and Emotional Learning Initiative. (Additional Years 5-6 funding for Grant #20190137) | $50,000 | |
| Dance USA | |||||||
| 1029 Vermont Ave Suite 400 | Washington | DC | 20005 | PC | To support Dance/USA as a communications partner. | $100,000 | |
| DC Public Education Fund | |||||||
| 3407 14th St | Washington | DC | 20010 | PC | For DC Public Schools to participate in the Equity-Centered Pipeline Initiative. | $2,120,000 | |
| DC Public Education Fund | |||||||
| 3407 14th St | Washington | DC | 20010 | PC | For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity (additional Y2 funds for grant 20210193). | $100,000 | |
| DC Public Education Fund | |||||||
| 3407 14th St | Washington | DC | 20010 | PC | To fund the mentor preparation programs for the Equity-Centered Pipeline districts. (additional Y2 funds for grant 20210193). | $100,000 | |
| City and County of Denver - Manager of Finance | |||||||
| 201 W Colfax Ave Dept 1101 | Denver | CO | 80202 | PC | To participate in the Partnerships for Social and Emotional Learning Initiative. (Additional Years 5-6 funding for Grant #20180078) | $150,000 | |
| Digital Promise Global | |||||||
| 1001 Connecticut Ave Suite 935 | Washington | DC | 20036 | PC | To conduct a review of evidence and practice to produce a report providing research-based recommendations on how to build comprehensive, aligned equity-centered principal pipelines that extend to virtual, online contexts. | $82,327 | |
| EastSide Arts Alliance | |||||||
| PO Box 17008 | Oakland | CA | 94606 | PC | A planning grant to prepare for implementation work as part of Wallace's new Arts initiative. | $279,000 | |
| Editorial Projects in Education Inc | |||||||
| 6395 Arlington Rd Suite 100 | Bethesda | MD | 20814 | PC | To support Education Week's equity news coverage. | $750,000 | |
| Education Commission of the States | |||||||
| 700 Broadway Suite 810 | Denver | CO | 80203 | PC | For general support of the Arts Education Partnership. | $10,000 | |
| Education Commission of the States | |||||||
| 700 Broadway Suite 810 | Denver | CO | 80203 | PC | To provide continued access to ECS's extensive database of education laws and regulations as well as up-to-date information on ESSA developments in the 50 states (additional funds for 20210126) | $150,000 | |
| Education Development Center Inc | |||||||
| 300 Fifth Ave Suite 2010 | Waltham | MA | 02451 | PC | To conduct a study to describe whether and how publicly funded summer learning programs that serve K-8 youth in urban settings access and use professional learning and tools to improve and advance equitable outcomes for the students they serve. | $36,550 | |
| Education Development Center Inc | |||||||
| 300 Fifth Ave Suite 2010 | Waltham | MA | 02451 | PC | To provide technical assistance to the Texas Education Agency using the Quality Measures process. | $612,345 | |
| Education Development Center Inc | |||||||
| 300 Fifth Ave Suite 2010 | Waltham | MA | 02451 | PC | To utilize EDC's Quality Measures tools and frameworks to support 15 university preparation programs to assess their programs against evidence of best practice to develop plans for improvement. | $400,000 | |
| Education Development Center Inc | |||||||
| 300 Fifth Ave Suite 2010 | Waltham | MA | 02451 | PC | To extend and expand the work of Quality Measures (QM) in Texas. | $1,500,000 | |
| Education Development Center Inc | |||||||
| 300 Fifth Ave Suite 2010 | Waltham | MA | 02451 | PC | To revise the Quality Measures tool. | $100,000 | |
| Education Writers Association | |||||||
| 1825 K Street NW Suite 200 | Washington | DC | 20006 | PC | To support Education Writers Association with a media sponsorship. | $127,902 | |
| Esperanza Peace and Justice Center | |||||||
| 922 San Pedro Ave | San Antonio | TX | 78212 | PC | A planning grant to prepare for implementation work as part of a new Arts initiative. | $279,000 | |
| Expanded Schools Inc | |||||||
| 11 West 42nd St 3rd Fl | New York | NY | 10036 | PC | To support 'Every Hour Counts' as a communications partner. | $150,000 | |
| Expanded Schools Inc | |||||||
| 11 West 42nd St 3rd Fl | New York | NY | 10036 | PC | To support 'Every Hour Counts' in its organizational development. | $500,000 | |
| Family Health International | |||||||
| 359 Blackwell St Suite 200 | Durham | NC | 27701 | PC | To connect districts to resources to support the development of a three-year summer learning plan; plan and facilitate a Summer Learning Community; and curate, assemble and vet related supporting tools. (Funds expected to be used for a 2022 amendment to grant 20210241 - $ remaining from up to $4.5M approved from Covid Response Budget for this project) | $1,360,146 | |
| Family Health International | |||||||
| 359 Blackwell St Suite 200 | Durham | NC | 27701 | PC | To connect districts to resources to support the development of a three-year summer learning plan; plan and facilitate a Summer Learning Community; and curate, assemble and vet related supporting tools. (Years 3 and 4 funds for grant 20210241) | $2,476,932 | |
| Family Health International | |||||||
| 359 Blackwell St Suite 200 | Durham | NC | 27701 | PC | To expand Wallace's accelerated take-up work with FHI by adding additional states and districts to the DSLN. | $450,000 | |
| Fresno Unified School District | |||||||
| 2309 Tulare St | Fresno | CA | 93721 | PC | To participate in the Equity-Centered Pipeline Initiative. | $2,120,000 | |
| Fresno Unified School District | |||||||
| 2309 Tulare St | Fresno | CA | 93721 | PC | For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity (additional Y2 funds for grant 20210180). | $100,000 | |
| Fresno Unified School District | |||||||
| 2309 Tulare St | Fresno | CA | 93721 | PC | To fund the mentor preparation programs for the Equity-Centered Pipeline districts. (additional Y2 funds for grant 20210180). | $100,000 | |
| Fund for Educational Excellence Inc | |||||||
| 800 N Charles St Suite 400 | Baltimore | MD | 21201 | PC | For Baltimore City Public Schools to participate in the Equity-Centered Pipeline Initiative. | $2,120,000 | |
| Fund for Educational Excellence Inc | |||||||
| 800 N Charles St Suite 400 | Baltimore | MD | 21201 | PC | For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity (additional Y2 funds for grant 20210181). | $100,000 | |
| Fund for Educational Excellence Inc | |||||||
| 800 N Charles St Suite 400 | Baltimore | MD | 21201 | PC | To fund the mentor preparation programs for the Equity-Centered Pipeline districts. (additional Y2 funds for grant 20210181). | $100,000 | |
| Funders for Lesbian and Gay Issues Inc | |||||||
| 45 W 36th St 8th Fl | New York | NY | 10018 | PC | For general operating support. | $30,000 | |
| Grantmakers for Education | |||||||
| 400 SE 103rd Dr 33348 | Portland | OR | 97216 | PC | For general operating support. | $14,400 | |
| Grantmakers for Education | |||||||
| 400 SE 103rd Dr 33348 | Portland | OR | 97216 | PC | To support the development of a Grantmakers for Education OST Impact Group with a governance structure and goals. | $50,000 | |
| Grantmakers for Effective Organizations | |||||||
| 1310 L Street NW Suite 650 | Washington | DC | 20005 | PC | For general operating support. | $14,000 | |
| Grantmakers in the Arts | |||||||
| 522 Courtlandt Ave 1st Fl | Bronx | NY | 10451 | PC | For general operating support. | $23,190 | |
| The Greater Tacoma Community Foundation | |||||||
| 950 Pacific Ave Suite 1100 | Tacoma | WA | 98402 | PC | To participate in the Partnerships for Social and Emotional Learning Initiative. (Additional Years 5-6 funding for Grant 20180080) | $150,000 | |
| Greentrike | |||||||
| 1501 Pacific Av Suite 200 | Tacoma | WA | 98402 | PC | To participate in the Partnerships for Social and Emotional Learning Initiative. | $493,200 | |
| Harvard University | |||||||
| 1033 Massachusetts Ave | Cambridge | MA | 02138 | PC | To update and expand the elementary Social and Emotional Learning guide and create a new middle and high school Navigating SEL Program Guide. | $20,619 | |
| Afro-American Cultural Center Inc | |||||||
| 551 S Tryon St | Charlotte | NC | 28202 | PC | A planning grant to prepare for implementation work as part of a new Arts initiative. | $449,000 | |
| Hispanics In Philanthropy | |||||||
| 414 13th St Suite 200 | Oakland | CA | 94612 | PC | For general operating support. | $27,250 | |
| Independent Sector | |||||||
| 1602 L St NW Suite 900 | Washington | DC | 20036 | PC | For general operating support. | $24,850 | |
| International Society of the Learning Sciences | |||||||
| Indiana University 201 N Rose Ave | Bloomington | IN | 47405 | PC | To help ISLS expand and deepen its equity efforts, particularly support of emerging scholars who bring lived experiences of marginalization to their work. | $150,000 | |
| Board of Education of Jefferson County Kentucky | |||||||
| 3332 Newburg Rd | Louisville | KY | 40218 | PC | To participate in the Equity-Centered Pipeline Initiative. | $2,120,000 | |
| Board of Education of Jefferson County Kentucky | |||||||
| 3332 Newburg Rd | Louisville | KY | 40218 | PC | For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity (additional Y2 funds for grant 20210184). | $100,000 | |
| Board of Education of Jefferson County Kentucky | |||||||
| 3332 Newburg Rd | Louisville | KY | 40218 | PC | To fund the mentor preparation programs for the Equity-Centered Pipeline districts. (additional Y2 funds for grant 20210184). | $100,000 | |
| Kennesaw State University Foundation Inc | |||||||
| 3391 Town Point Dr Suite 4000 | Kennesaw | GA | 30144 | PC | To support a new communications collaboration between 'Youth Today KP Catalysts. | $250,000 | |
| Kids Included Together San Diego Inc | |||||||
| 2820 Roosevelt Rd Suite 202 | San Diego | CA | 92106 | PC | To support National Organizations for Marginalized Youth (NOMY) as they deepen their youth development efforts. | $212,500 | |
| American Symphony Orchestra League | |||||||
| 520 8th Ave Suite 2005 | New York | NY | 10018 | PC | To support the League of American Orchestras as a communications partner. | $100,000 | |
| Learning Forward | |||||||
| 800 E Campbell Rd Suite 224 | Richardson | TX | 75081 | PC | To manage the Equity-Centered Pipeline Initiative Learning Community. | $746,072 | |
| Learning Forward | |||||||
| 800 E Campbell Rd Suite 224 | Richardson | TX | 75081 | PC | To support Learning Forward as a communications partner. | $175,000 | |
| Learning Forward | |||||||
| 800 E Campbell Rd Suite 224 | Richardson | TX | 75081 | PC | To manage the Equity-Centered Pipeline Initiative Learning Community. | $150,000 | |
| Learning Forward | |||||||
| 800 E Campbell Rd Suite 224 | Richardson | TX | 75081 | PC | To manage the Equity-Centered Pipeline Initiative Learning Community (year 2). | $350,000 | |
| Learning Policy Institute | |||||||
| 1530 Page Mill Rd Suite 200 | Palo Alto | CA | 94304 | PC | To create a knowledge synthesis on principal preparation. | $5,174 | |
| Mid Atlantic Arts Inc | |||||||
| 201 N Charles St Suite 401 | Baltimore | MD | 21201 | PC | To fund a broader group of smaller Arts organizations by re-granting through intermediaries. | $2,000,000 | |
| Mid-America Arts Alliance | |||||||
| 2018 Baltimore Ave | Kansas City | MO | 64108 | PC | To fund a broader group of smaller Arts organizations by re-granting through intermediaries. | $2,000,000 | |
| Museo de Arte Contemporaneo de Puerto Rico Inc | |||||||
| Avenida Ponce de Len Pda 18 | San Juan | PR | 00909 | PC | A planning grant to prepare for implementation work as part of a new Arts initiative. | $481,000 | |
| National Academy of Sciences | |||||||
| 2101 Constitution Ave | Washington | DC | 20418 | PC | To produce a consensus report on the evidence for how out-of-school time programs do or could support the learning, development, and well-being of children and youth from low-income households | $1,500,000 | |
| National AfterSchool Association | |||||||
| 2961A Hunter Mill Rd 626 | Oakton | VA | 22124 | PC | To support NAA as a communications partner. | $175,000 | |
| National AfterSchool Association | |||||||
| 2961A Hunter Mill Rd 626 | Oakton | VA | 22124 | PC | Funding will support the NAA's partnership in the development, meaning-making, and dissemination of an updated OST Cost Study. | $100,000 | |
| National Arts Strategies Inc | |||||||
| 2000 Duke St Suite115 | Alexandria | VA | 22314 | PC | To design and facilitate Arts Initiative Peer Learning Community. | $500,000 | |
| National Association of Elementary School Principals Foundation | |||||||
| 1615 Duke St | Alexandria | VA | 22314 | PC | To support NAESP as a communications partner. | $100,000 | |
| National Association of Elementary School Principals Foundation | |||||||
| 1615 Duke St | Alexandria | VA | 22314 | PC | To support NAESP as a communications partner. | $100,000 | |
| National Association of Secondary School Principals | |||||||
| 1904 Association Dr | Reston | VA | 20191 | PC | To provide districts in the Principal Pipeline Learning Community with free consultation on the use of American Rescue Plan funds to achieve their strategic objectives | $60,000 | |
| National Association of Secondary School Principals | |||||||
| 1904 Association Dr | Reston | VA | 20191 | PC | To support NASSP as a communications partner. | $100,000 | |
| National Association of Secondary School Principals | |||||||
| 1904 Association Dr | Reston | VA | 20191 | PC | To support NASSP as a communications partner. | $175,000 | |
| National Association of Secondary School Principals | |||||||
| 1904 Association Dr | Reston | VA | 20191 | PC | To provide districts in the Principal Pipeline Learning Community with free consultation on the use of federal funds (American Rescue Plan) to achieve their strategic objectives. (additional funds for Grant 20210168) | $420,000 | |
| National Association of Secondary School Principals | |||||||
| 1904 Association Dr | Reston | VA | 20191 | PC | To provide districts in the Principal Pipeline Learning Community with free consultation on the use of federal funds (American Rescue Plan) to achieve their strategic objectives. (additional funds for Grant 20210168) | $292,000 | |
| National Association of State Boards of Education | |||||||
| 123 North Pitt St Suite 350 | Alexandria | VA | 22314 | PC | To support NASBE as a communications partner. | $150,000 | |
| The Institute for Excellence in Education | |||||||
| 711 West Pickard St Suite M | Mount Pleasant | MO | 48858 | PC | To encourage the development of effective principal pipelines in organizations that manage large numbers of charter schools. | $42,045 | |
| National Conference of State Legislatures | |||||||
| 7700 E First Pl | Denver | CO | 80230 | PC | To support NCSL as a communications partner. | $200,000 | |
| National Conference of State Legislatures | |||||||
| 7700 E First Pl | Denver | CO | 80230 | PC | To support NCSL as a communications partner. | $150,000 | |
| National Governors Association Center for Best Practices | |||||||
| 444 North Capitol St Suite 267 | Washington | DC | 20001 | PC | To support National Governors Association as a communications partner. | $100,000 | |
| National Governors Association Center for Best Practices | |||||||
| 444 North Capitol St Suite 267 | Washington | DC | 20001 | PC | To deepen gubernatorial expertise in summer/afterschool programming and social-emotional learning. | $1,000,000 | |
| National Guild for Community Arts Education Inc | |||||||
| 520 8th Ave Suite 302 | New York | NY | 10018 | PC | For general operating support. | $25,000 | |
| National Indian Education Association | |||||||
| 1514 P Street NW Suite B | Washington | DC | 20005 | PC | To support National Organizations for Marginalized Youth (NOMY) as they deepen their youth development efforts. | $250,000 | |
| National League of Cities Institute Inc | |||||||
| 660 N Capitol St NW Suite 450 | Washington | DC | 20001 | PC | To support NLCI as a communications partner. | $75,000 | |
| National Policy Board for Educational Administration | |||||||
| 1904 Association Dr | Reston | VA | 20191 | PC | To support the development of national equity standards and to provide support and feedback to Equity-Centered Pipeline Initiative grantees as they craft their Equity Leader Standards. (additional funds for grant 20210013) | $200,000 | |
| National Public Education Support Fund | |||||||
| 1900 L Street NW Suite 520 | Washington | DC | 20036 | PC | For general support of the Education Funder Strategy Group and Grantmakers for Thriving Youth. | $50,000 | |
| National Summer Learning Association Inc | |||||||
| 1701 Pennsylvania Ave NW Ste 200 | Washington | DC | 20006 | PC | To support NSLA as a communications partner. | $212,500 | |
| National Summer Learning Association Inc | |||||||
| 1701 Pennsylvania Ave NW Ste 200 | Washington | DC | 20006 | PC | To support an effort in collaboration with Council of Chief State School Officers to build state expertise in providing summer programs in 2021 and 2022 that help compensate for the disruption to education caused by the COVID-19 pandemic. (additional funds for Grant #20210060) | $50,000 | |
| National Urban League Inc | |||||||
| 80 Pine St 9th Fl | New York | NY | 10005 | PC | To support National Organizations for Marginalized Youth (NOMY) as they deepen their youth development efforts. | $250,000 | |
| National Urban League Inc | |||||||
| 80 Pine St 9th Fl | New York | NY | 10005 | PC | To provide technical assistance to the districts participating in the Equity-Centered Pipeline Initiative (Year 2). | $350,000 | |
| National Urban League Inc | |||||||
| 80 Pine St 9th Fl | New York | NY | 10005 | PC | To provide technical assistance to the districts participating in the Equity-Centered Pipeline Initiative (Year 3). | $350,000 | |
| Native Americans in Philanthropy | |||||||
| 1140 3rd St NE 2nd Fl | Washington | DC | 20002 | PC | For general operating support. | $28,000 | |
| New England Foundation for the Arts Inc | |||||||
| 1000 Washington St Fl 2 | Boston | MA | 02118 | PC | To fund a broader group of smaller Arts organizations by re-granting through intermediaries. | $2,000,000 | |
| New York Choral Society | |||||||
| 119 W 57th St Suite 1215 | New York | NY | 10019 | PC | General operating support in honor of Wallace's Grants Administration Manager Holly Dodge upon her retirement. | $30,000 | |
| Nonprofit New York Inc | |||||||
| 320 E 43rd St 3rd Fl | New York | NY | 10017 | PC | For general operating support. | $1,000 | |
| New York University | |||||||
| 627 Broadway 7th Floor | New York | NY | 10012 | PC | For general support of The Research Alliance for New York City Schools. | $100,000 | |
| Organization of Chinese Americans Inc | |||||||
| 900 19th St NW 6th Fl | Washington | DC | 20006 | PC | To support National Organizations for Marginalized Youth (NOMY) as they deepen their youth development efforts. | $212,500 | |
| Opera America Inc | |||||||
| 330 Seventh Ave 8th Fl | New York | NY | 10001 | PC | To support Opera America as a communications partner. | $100,000 | |
| PEAK Grantmaking Inc | |||||||
| 1701 Pennsylvania Ave NW Suite 200 | Washington | DC | 20006 | PC | For general operating support. | $9,250 | |
| The Philadelphia Dance Company | |||||||
| 9 North Preston Street | Philadelphia | PA | 19104 | PC | A planning grant to prepare for implementation work as part of a new Arts initiative. | $280,000 | |
| Philanthropy New York Inc | |||||||
| 320 E 43rd St | New York | NY | 10017 | PC | For general operating support. | $49,250 | |
| Pillsbury United Communities Inc | |||||||
| 3501 Chicago Avenue South | Minneapolis | MN | 55407 | PC | A planning grant to prepare for implementation work as part of a new Arts initiative. | $547,000 | |
| School District No 1J Multnomah County Oregon | |||||||
| 501 N Dixon St | Portland | OR | 97227 | PC | To participate in the Equity-Centered Pipeline Initiative. | $2,120,000 | |
| School District No 1J Multnomah County Oregon | |||||||
| 501 N Dixon St | Portland | OR | 97227 | PC | For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity (additional Y2 funds for grant 20210178). | $100,000 | |
| School District No 1J Multnomah County Oregon | |||||||
| 501 N Dixon St | Portland | OR | 97227 | PC | To fund the mentor preparation programs for the Equity-Centered Pipeline districts. (additional Y2 funds for grant 20210178). | $100,000 | |
| Pregones Puerto Rican Traveling Theater Inc | |||||||
| 571-575 Walton Ave | Bronx | NY | 10451 | PC | A planning grant to prepare for implementation work as part of a new Arts initiative. | $393,000 | |
| Prime Time Palm Beach County Inc | |||||||
| 2300 High Ridge Rd Suite 330 | Boynton Beach | FL | 33426 | PC | To participate in the Partnerships for Social and Emotional Learning Initiative. (Additional Years 5-6 funding for Grant #20180081) | $25,000 | |
| Princeton Area Community Foundation Inc | |||||||
| 15 Princess Rd | Lawrence Township | NJ | 08648 | PC | To support the New Jersey Arts and Culture Renewal Fund. | $100,000 | |
| Queer Women of Color Media Arts Project | |||||||
| 1014 Torney Ave Suite 111 | San Francisco | CA | 94129 | PC | A planning grant to prepare for implementation work as part of a new Arts initiative. | $139,000 | |
| Ragamala Dance | |||||||
| 3754 Pleasant Ave Suite 422W | Minneapolis | MN | 55409 | PC | A planning grant to prepare for implementation work as part of a new Arts initiative. | $196,000 | |
| RAND Corporation | |||||||
| 1776 Main St / PO Box 2138 | Santa Monica | CA | 90407 | PC | To conduct an evaluation of the Partnerships for Social and Emotional Learning Initiative. | $596,388 | |
| RAND Corporation | |||||||
| 1776 Main St / PO Box 2138 | Santa Monica | CA | 90407 | PC | To conduct an evaluation of Wallace's University Principal Preparation Initiative | $145,000 | |
| RAND Corporation | |||||||
| 1776 Main St / PO Box 2138 | Santa Monica | CA | 90407 | PC | To support The State of the American Principal Survey. | $185,000 | |
| RAND Corporation | |||||||
| 1776 Main St / PO Box 2138 | Santa Monica | CA | 90407 | PC | To support the RAND American School District Panel. | $1,000,000 | |
| Research for Action Inc | |||||||
| 100 S Broad St Suite 700 | Philadelphia | PA | 19110 | PC | To conduct an in-depth, longitudinal study of the Boys & Girls Clubs participating in Wave II of the Youth Arts Initiative. | $95,000 | |
| Research for Action Inc | |||||||
| 100 S Broad St Suite 700 | Philadelphia | PA | 19110 | PC | To support the Out-of-School Time Infrastructure Study, including case studies, policy analysis, and social network analysis. | $255,485 | |
| San Antonio Independent School District | |||||||
| 514 W Quincy St | San Antonio | TX | 78212 | PC | To participate in the Equity-Centered Pipeline Initiative. | $2,120,000 | |
| San Antonio Independent School District | |||||||
| 514 W Quincy St | San Antonio | TX | 78212 | PC | For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity (additional Y2 funds for grant 20210182). | $100,000 | |
| San Antonio Independent School District | |||||||
| 514 W Quincy St | San Antonio | TX | 78212 | PC | To fund the mentor preparation programs for the Equity-Centered Pipeline districts. (additional Y2 funds for grant 20210182). | $100,000 | |
| San Diego State University Foundation | |||||||
| 5250 Campanile Drive | San Diego | CA | 92182 | PC | To manage the Equity-Centered Pipeline Initiative Faculty Learning Community | $300,000 | |
| School Board of Palm Beach County | |||||||
| 3300 Forest Hill Blvd A-323 | West Palm Beach | FL | 33406 | PC | To participate in the Partnerships for Social and Emotional Learning Initiative. (Additional Years 5-6 funding for Grant #20180082) | $100,000 | |
| Self-Help Graphics and Art Inc | |||||||
| 1300 E 1st St | Los Angeles | CA | 90033 | PC | A planning grant to prepare for implementation work as part of a new Arts initiative. | $210,000 | |
| Social Science Research Council | |||||||
| One Pierrepont Plaza | Brooklyn | NY | 11201 | PC | To support the Fellows who will conduct ethnographies/histories of the arts organizations in the new initiative. | $975,737 | |
| Society for Research in Child Development Inc | |||||||
| 1825 K St NW Suite 325 | Washington | DC | 20006 | PC | To help the organization expand and deepen its equity efforts, particularly support of emerging scholars who bring lived experiences of marginalization to their work. | $75,000 | |
| Society for Research on Educational Effectiveness | |||||||
| 1000 Thomas Jefferson St NW | Washington | DC | 20007 | PC | To help SREE expand and deepen its equity efforts, particularly support of emerging scholars who bring lived experiences of marginalization to their work. | $150,000 | |
| South Arts Inc | |||||||
| 1800 Peachtree St NW Suite 808 | Atlanta | GA | 30309 | PC | To fund a broader group of smaller Arts organizations by re-granting through intermediaries. | $2,000,000 | |
| STEM Next Opportunity Fund | |||||||
| 2305 Historic Decatur Rd Suite 100 | San Diego | CA | 92106 | PC | To fund, in partnership with the Charles Stewart Mott Foundation, the STEM Next Opportunity Fund Fellowship Program with expertise in afterschool and summer learning. | $125,000 | |
| STEM Next Opportunity Fund | |||||||
| 2305 Historic Decatur Rd Suite 100 | San Diego | CA | 92106 | PC | To fund, in partnership with the Charles Stewart Mott Foundation, the STEM Next Opportunity Fund Fellowship Program with expertise in afterschool and summer learning. (amendment to grant #20210095). | $435,823 | |
| StriveTogether Inc | |||||||
| 125 East 9th St 2nd Fl | Cincinnati | OH | 45202 | PC | To support StriveTogether's pilot focused on youth (SPARCY). | $500,000 | |
| Center for Effective Philanthropy Inc | |||||||
| 675 Massachusetts Ave 7th Fl | Cambridge | MA | 02139 | PC | For general operating support. | $100,000 | |
| Communication Network | |||||||
| 1717 N Naper Blvd Ste 200-20 | Naperville | IL | 60563 | PC | For general operating support. | $22,500 | |
| The Education Trust Inc | |||||||
| 1501 K St NW Suite 200 | Washington | DC | 20005 | PC | To support The Education Trust as a communications partner. | $175,000 | |
| The Forum for Youth Investment | |||||||
| 7064 Eastern Ave NW | The CadyLee House | WA | 20012 | PC | To support The Forum for Youth Investment as a communications partner. | $150,000 | |
| The Institute for Educational Leadership Inc | |||||||
| 4301 Connecticut Ave NW Suite 100 | Washington | DC | 20008 | PC | To support National Organizations for Marginalized Youth as they deepen their youth development efforts. | $250,000 | |
| The Laundromat Project Inc | |||||||
| 1476 Fulton St | Brooklyn | NY | 11216 | PC | A planning grant to prepare for implementation work as part of a new Arts initiative. | $288,000 | |
| The Leadership Academy Inc | |||||||
| 10-27 46th Ave Suite 0101 | Long Island City | NY | 11101 | PC | To provide districts in the Principal Pipeline Learning Community with free consultation on the use of American Rescue Plan funds to achieve their strategic objectives | $121,520 | |
| The Leadership Academy Inc | |||||||
| 10-27 46th Ave Suite 0101 | Long Island City | NY | 11101 | PC | To conduct an after action review on the equity review partnership with Bank Street College of Education. | $200,000 | |
| The Leadership Academy Inc | |||||||
| 10-27 46th Ave Suite 0101 | Long Island City | NY | 11101 | PC | A second glide path grant to enable The Leadership Academy to continue facilitating the ESSA Leadership Learning Community (additional funds for grant 20200187) | $1,540,433 | |
| The Leadership Academy Inc | |||||||
| 10-27 46th Ave Suite 0101 | Long Island City | NY | 11101 | PC | To provide districts in the Principal Pipeline Learning Community with free consultation on the use of federal funds (American Rescue Plan) to achieve their strategic objectives (additional funds for grant 20210169) | $389,369 | |
| The Leadership Academy Inc | |||||||
| 10-27 46th Ave Suite 0101 | Long Island City | NY | 11101 | PC | To provide districts in the Principal Pipeline Learning Community with free consultation on the use of federal funds (American Rescue Plan) to achieve their strategic objectives (additional funds for grant 20210169) | $398,077 | |
| The Rebuild Foundation NFP | |||||||
| 6760 S Stony Island Ave | Chicago | IL | 60649 | PC | A planning grant to prepare for implementation work as part of a new Arts initiative. | $302,000 | |
| The Union for Contemporary Art Inc | |||||||
| 2423 N 24th St | Omaha | NE | 68110 | PC | A planning grant to prepare for implementation work as part of a new Arts initiative. | $301,000 | |
| The University of Texas at Austin | |||||||
| Office of Sponsored Projects PO Box | Austin | TX | 78713 | PC | To conduct an evaluation of the Building Audiences for Sustainability initiative. | $440,391 | 7726 |
| The University of Texas at Austin | |||||||
| Office of Sponsored Projects PO Box | Austin | TX | 78713 | PC | To conduct the Equity-Centered Pipeline Initiative Central Office study that will document the cultural, historical, and organizational factors that districts must consider as they develop their vision, goals and plans for equity-centered principal pipelines. | $55,306 | 7726 |
| Theater Mu Inc | |||||||
| 755 Prior Ave N Suite 107 | Saint Paul | MN | 55104 | PC | A planning grant to prepare for implementation work as part of a new Arts initiative. | $161,000 | |
| Theatre Communications Group Inc | |||||||
| 520 Eighth Ave 24th Fl | New York | NY | 10018 | PC | To support TCG as a communications partner. | $100,000 | |
| Tides Center | |||||||
| PO Box 29198 | San Francisco | CA | 94129 | PC | To support Emerging Practitioners in Philanthropy. | $17,500 | |
| True Colors United Inc | |||||||
| 311 West 43rd St 12th Fl | New York | NY | 10036 | PC | To support National Organizations for Marginalized Youth (NOMY) as they deepen their youth development efforts. | $212,500 | |
| Tulsa Community Foundation | |||||||
| 7030 S Yale Ave Suite 600 | Tulsa | OK | 74136 | PC | To participate in the Partnerships for Social and Emotional Learning Initiative. (Additional Years 5-6 funding for Grant #20180083) | $37,500 | |
| Tulsa Public School District No 1 | |||||||
| 3027 S New Haven Ave | Tulsa | OK | 74114 | PC | To participate in the Partnerships for Social and Emotional Learning Initiative. (additional Years 5-6 funding for Grant 20180084) | $75,000 | |
| UnidosUS | |||||||
| 1126 16th St NW Suite 600 | Washington | DC | 20036 | PC | To support National Organizations for Marginalized Youth (NOMY) as they deepen their youth development efforts. | $250,000 | |
| the University Council for Educational Administration Inc | |||||||
| 620 Farm Ln 431 Erickerson Hall | East Lansing | MI | 48824 | PC | To support UCEA as a communications partner. | $125,000 | |
| the University Council for Educational Administration Inc | |||||||
| 620 Farm Ln 431 Erickerson Hall | East Lansing | MI | 48824 | PC | To support UCEA as a communications partner. | $150,000 | |
| The Regents of the University of California at Irvine | |||||||
| 141 Innovation Dr Suite 250 | Irvine | CA | 92697 | PC | To develop a new guiding framework-the connected arts learning model-that describes, analyzes, and offers a design for 21st century arts learning. | $6,862 | |
| The Regents of the University of California at Irvine | |||||||
| 141 Innovation Dr Suite 250 | Irvine | CA | 92697 | PC | To conduct a study documenting the long-term effects of participating in out-of-school arts education programs serving young people from marginalized communities. | $439,422 | |
| The Regents of the University of California at Irvine | |||||||
| 141 Innovation Dr Suite 250 | Irvine | CA | 92697 | PC | To develop a new guiding framework-the connected arts learning model-that describes, analyzes, and offers a design for 21st century arts learning. (additional funds for grant 20200248) | $4,600 | |
| The Regents of The University of Colorado | |||||||
| 1800 Grant St Suite 600 | Denver | CO | 80203 | PC | To support the Research Use and Coordination Study Team's activities for the Equity-Centered Principal Pipeline Initiative | $248,822 | |
| University of Delaware | |||||||
| 220 Hullihen Hall | Newark | DE | 19716 | PC | For the Delaware Academy for School Leadership to provide training to the Assistant Principals in the districts in the American Relief Plan Professional Learning Community. | $200,000 | |
| University of Washington | |||||||
| 203C Miller Hall Box 353600 | Seattle | WA | 98195 | PC | To update a tool for districts to develop effective school leadership so it reflects equity considerations | $12,362 | |
| Board of Regents of the University of Wisconsin System | |||||||
| 702 W Johnson St Suite 1101 | Madison | WI | 53715 | PC | To support a study to answer research questions related to engaging young people from historically marginalized communities in out-of-school time learning. (Taken from 20200194, where remaining funds are housed) | $33,169 | |
| Board of Regents of the University of Wisconsin System | |||||||
| 702 W Johnson St Suite 1101 | Madison | WI | 53715 | PC | To conduct a project designed to answer research questions related to identifying key issues, opportunities, and questions currently facing the field of youth arts learning. (Taken from 20200170, where remaining funds are housed) | $39,434 | |
| Board of Regents of the University of Wisconsin System | |||||||
| 702 W Johnson St Suite 1101 | Madison | WI | 53715 | PC | To support The Comprehensive Assessment of Leadership for Learning - Equity-Centered Leaders Equity-Centered Principal Pipeline Initiative study. | $808,841 | |
| Vanderbilt University | |||||||
| 2301 Vanderbilt Pl PMB 407749 | Nashville | TN | 37240 | PC | To support a study that will examine the extent to which school districts that participated in the Principal Pipeline Learning Community have made progress toward planning and designing aligned principal pipelines, and explore the conditions, contexts, and tools that help explain variation in take-up. | $325,238 | |
| Western States Arts Federation | |||||||
| 1624 Market St Suite 226/PMB 98286 | Denver | CO | 80202 | PC | To fund a broader group of smaller Arts organizations by re-granting through intermediaries. | $2,000,000 | |
| William Marsh Rice University | |||||||
| 6100 Main St MS-70 | Houston | TX | 77005 | PC | To support the National Network of Education Research-Practice Partnerships. | $50,000 | |
| Winston Salem Forsyth County | |||||||
| PO Box 2513 | Winston Salem | NC | 27102 | PC | To participate in the Equity-Centered Pipeline Initiative. | $2,120,000 | |
| Winston Salem Forsyth County | |||||||
| PO Box 2513 | Winston Salem | NC | 27102 | PC | For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity (additional Y2 funds for grant 20210177). | $100,000 | |
| Winston Salem Forsyth County | |||||||
| PO Box 2513 | Winston Salem | NC | 27102 | PC | To fund the mentor preparation programs for the Equity-Centered Pipeline districts. (additional Y2 funds for grant 20210177). | $100,000 | |
| Women's Funding Network | |||||||
| 548 Market St PMB 81689 | San Francisco | CA | 94104 | PC | For general operating support. | $10,000 | |
| Youth Radio | |||||||
| 1701 Broadway | Oakland | CA | 94614 | PC | To conduct a study, grounded in young people's specific capacities, interests and conditions during the COVID-19 pandemic, to document what matters most in the arts to youth at this time, and surface learning design strategies for leveraging the arts during social distancing. | $1,000 | |
| A Better Jamica Inc | |||||||
| 114-73 178th Street | Jamiaca | NY | 11434 | PC | Employee Matching Gift-General support | $103 | |
| American Cancer Society | |||||||
| 250 Williams Street | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $106 | |
| American Cancer Society- Relay for Life of Worcester Polytechnic Institute | |||||||
| 250 Williams Street | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $204 | |
| Brooklyn Arts Exchange | |||||||
| 421 Fifth Avenue 3rd Floor | Brooklyn | NY | 112153326 | PC | Employee Matching Gift-General support | $311 | |
| Brooklyn Public Library | |||||||
| 10 Grand Army Plaza | Brooklyn | NY | 112385619 | PC | Employee Matching Gift-General support | $311 | |
| Cambridge Friends School | |||||||
| 5 Cadbury Road | Cambridge | MA | 02140 | PC | Employee Matching Gift-General support | $2,000 | |
| Chicago Sinfonietta | |||||||
| 70 East Lake Street | Chicago | IL | 60601 | PC | Employee Matching Gift-General support | $200 | |
| Children's Hospital of Pittsburgh Foundation | |||||||
| 4401 Penn Avenue | Pittsburgh | PA | 15224 | PC | Employee Matching Gift-General support | $263 | |
| Classic StageCSC Repertory Ltd | |||||||
| 136 East 13th Street | New York | NY | 10003 | PC | Employee Matching Gift-General support | $500 | |
| Crown Heights Running Club | |||||||
| 302 Eastern Parkway | Brooklyn | NY | 11225 | PC | Employee Matching Gift-General support | $14,000 | |
| Davis-Putter Scholarship Fund | |||||||
| PO Box 7307 | New York | NY | 10016 | PC | Employee Matching Gift-General support | $206 | |
| Fordham University-WFUV | |||||||
| 441 East Fordham Road | Bronx | NY | 10458 | PC | Employee Matching Gift-General support | $480 | |
| Fos' Feminista | |||||||
| 125 Maiden Lane 9th Floor | New York | NY | 10038 | PC | Employee Matching Gift-General support | $400 | |
| Fund for the City of New York IncPromise Project | |||||||
| 121 Avenue of Americas 6th Floor | New York | NY | 10013 | PC | Employee Matching Gift-General support | $311 | |
| Georgetown University- Office of Advancement | |||||||
| 37th and O Streets | Washington | DC | 20057 | PC | Employee Matching Gift-General support | $10,000 | |
| Girls on the Run NYC | |||||||
| 81 Prospect Street | Brooklyn | NY | 11201 | PC | Employee Matching Gift-General support | $2,454 | |
| Hampshire College Trustees | |||||||
| 893 West Street | Amherst | MA | 010023359 | PC | Employee Matching Gift-General support | $600 | |
| HIAS Inc | |||||||
| 1300 Spring Street Suite 500 | Silver Spring | MD | 20910 | PC | Employee Matching Gift-General support | $412 | |
| In Our Backyards IncSunset Park Survivors | |||||||
| 540 President Street 3rd Floor | Brooklyn | NY | 11215 | PC | Employee Matching Gift-General support | $800 | |
| James Weldon Johnson Foundation | |||||||
| 101 Alford Road | Great Barrington | MA | 012301531 | PC | Employee Matching Gift-General support | $2,000 | |
| Kings Majestic Corporation | |||||||
| 1000 Dean Street Suite 232 | Brooklyn | NY | 11238 | PC | Employee Matching Gift-General support | $5,000 | |
| Launch Expeditionary Learning Charter School | |||||||
| 1580 Dean Street 3rd Floor | Brooklyn | NY | 11213 | PC | Employee Matching Gift-General support | $4,500 | |
| Long Island Broncos Inc | |||||||
| PO Box 1726 | Seaford | NY | 11783 | PC | Employee Matching Gift-General support | $8,000 | |
| Long Island University | |||||||
| 700 Northern Blvd | Brookville | NY | 11548 | PC | Employee Matching Gift-General support | $5,000 | |
| Los Angeles LGBT Center | |||||||
| 1118 N McCadden Place | Los Angeles | CA | 90038 | PC | Employee Matching Gift-General support | $300 | |
| MaryMount School New York | |||||||
| 1026 5th Avenue | New York | NY | 10028 | PC | Employee Matching Gift-General support | $3,400 | |
| Meeting Essential Needs with Dignity Inc | |||||||
| PO Box 1304 | Maplewood | NJ | 07040 | PC | Employee Matching Gift-General support | $4,000 | |
| Metropolitan YMCA of the Oranges IncSouth Mountain YMCA | |||||||
| 139 East McClellan Avenue | Livington | NJ | 07039 | PC | Employee Matching Gift-General support | $10,000 | |
| Muttville Senior Dog Rescue | |||||||
| PO Box 410207 | San Francisco | CA | 94141 | PC | Employee Matching Gift-General support | $200 | |
| National Multiple Sclerosis Society | |||||||
| 733 Third Avenue Fl 3 | New York | NY | 10017 | PC | Employee Matching Gift-General support | $50 | |
| National Network of Abortion Funds | |||||||
| 9450 SW Gemini Dr PMB 16009 | Beaverton | OR | 97008 | PC | Employee Matching Gift-General support | $1,000 | |
| Neighbors Together Corp | |||||||
| 2094 Fulton Street | Brooklyn | NY | 11233 | PC | Employee Matching Gift-General support | $400 | |
| New York Writers Coalition | |||||||
| 80 Hanson Place | Brooklyn | NY | 11217 | PC | Employee Matching Gift-General support | $1,410 | |
| Peconic Land Trust Incorporated | |||||||
| 296 Hampton Road | Southampton | NY | 11968 | PC | Employee Matching Gift-General support | $200 | |
| Poughkeepsie Day School | |||||||
| 260 Boardman Road | Poughkeepsie | NY | 12603 | PC | Employee Matching Gift-General support | $1,000 | |
| Prospect Park Alliance | |||||||
| 95 Prospect Park West | Brooklyn | NY | 11215 | PC | Employee Matching Gift-General support | $10,000 | |
| Rustin Fund for Global Equality | |||||||
| 176 Bainbridge Street | Brooklyn | NY | 11233 | PC | Employee Matching Gift-General support | $200 | |
| Safe Horizon Inc | |||||||
| 2 Lafayette Street 3rd Floor | New York | NY | 100071327 | PC | Employee Matching Gift-General support | $410 | |
| Saint Ann's School | |||||||
| 129 Pierrepont Street | Brooklyn | NY | 11201 | PC | Employee Matching Gift-General support | $200 | |
| Saint Davids School | |||||||
| 12 East 89th Street | New York | NY | 10128 | PC | Employee Matching Gift-General support | $3,400 | |
| St John's Bread and Life Program Inc | |||||||
| 795 Lexington Ave | Brooklyn | NY | 11221 | PC | Employee Matching Gift-General support | $500 | |
| The Board of Trustees of the Leland Stanford Junior University | |||||||
| 365 Lasuen Street 3rd Floor | Stanford | CA | 94305 | PC | Employee Matching Gift-General support | $4,796 | |
| The Churchill School and Center | |||||||
| 301 East 29th Street | New York | NY | 10016 | PC | Employee Matching Gift-General support | $400 | |
| The Michael J Fox Foundation for Parkinson's Research | |||||||
| PO Box 4777 | New York | NY | 10163 | PC | Employee Matching Gift-General support | $206 | |
| The Trustees of the Smith College (Smith Fund) | |||||||
| 25 Elm Street | Northampton | MA | 01063 | PC | Employee Matching Gift-General support | $200 | |
| Thomas Edison State University Foundation | |||||||
| 111 West State Street | Trenton | NJ | 08608 | PC | Employee Matching Gift-General support | $50 | |
| To Write Love on Her Arms | |||||||
| PO Box 2203 | Melbourne | FL | 329022203 | PC | Employee Matching Gift-General support | $50 | |
| Town of Clinton Historial Society | |||||||
| 2433 Salt Point Turnpke | Clinton Corners | NY | 12514 | PC | Employee Matching Gift-General support | $500 | |
| United Help Ukraine Inc | |||||||
| 3930 Walnut St Suite 200 | Fairfax | VA | 22030 | PC | Employee Matching Gift-General support | $50 | |
| Yale University | |||||||
| 2 Whitney Ave 6th Floor | New Haven | CT | 06510 | PC | Employee Matching Gift-General support | $667 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,089,810 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Association of Colleges for Teacher Education | ||||||
| 1602 L Street NW Suite 601 | Washington | DC | 20036 | PC | To support AACTE as a communications partner. | $75,000 |
| American Institutes for Research in the Behavioral Sciences | ||||||
| 1000 Thomas Jefferson St NW | Washington | DC | 200073835 | PC | To support a study of how a range of districts from across the state of Texas incorporate evidence-based strategies in the design and implementation of summer learning programs. | $75,497 |
| American Institutes for Research in the Behavioral Sciences | ||||||
| 1000 Thomas Jefferson St NW | Washington | DC | 200073835 | PC | To support the Youth Fields Workforce Study, including a national survey and and up to 10 case studies. | $276,985 |
| American Institutes for Research in the Behavioral Sciences | ||||||
| 1000 Thomas Jefferson St NW | Washington | DC | 200073835 | PC | To provide expert consulting on its process of investigating several different aspects of the out of school time space. | $25,378 |
| Arizona State University Foundation for A New American University | ||||||
| PO Box 2260 | Tempe | AZ | 85280 | PC | Planning phase for the new Arts initiative Community Orientation Study | $290,193 |
| Digital Promise Global | ||||||
| 1001 Connecticut Ave Suite 935 | Washington | DC | 20036 | PC | To conduct a review of evidence and practice to produce a report providing research-based recommendations on how to build comprehensive, aligned equity-centered principal pipelines that extend to virtual, online contexts. | $47,038 |
| Editorial Projects in Education Inc | ||||||
| 6395 Arlington Rd Suite 100 | Bethesda | MD | 20814 | PC | To support Education Week with a media sponsorship. | $650,000 |
| Expanded Schools Inc | ||||||
| 11 West 42nd St 3rd Fl | New York | NY | 10036 | PC | To support 'Every Hour Counts' in planning and executing its Spring 2023 Institute to be held in Palm Beach County, FL (tentative dates: 5/30/23 - 6/1/23). | $100,000 |
| New York University | ||||||
| 627 Broadway 7th Floor | New York | NY | 10012 | PC | For NYU Metro Center to conduct the District Summer Learning Network Study. | $477,627 |
| New York University | ||||||
| 627 Broadway 7th Floor | New York | NY | 10012 | PC | For NYU Metro Center to conduct the District Summer Learning Network Study. | $101,204 |
| North Carolina State University | ||||||
| 203 Peele Hall Campus Box 7103 | Raleigh | NC | 27695 | PC | Knowledge, Beliefs, and Mindsets (KBMs) about Equity in Educators and Educational Leadership Survey. | $90,768 |
| RAND Corporation | ||||||
| 1776 Main St / PO Box 2138 | Santa Monica | CA | 90407 | PC | To conduct an evaluation of the Partnerships for Social and Emotional Learning Initiative. | $1,421,888 |
| RAND Corporation | ||||||
| 1776 Main St / PO Box 2138 | Santa Monica | CA | 90407 | PC | To conduct an evaluation of the Partnerships for Social and Emotional Learning Initiative. (Additional funds for 20160420 - A4) | $388,000 |
| RAND Corporation | ||||||
| 1776 Main St / PO Box 2138 | Santa Monica | CA | 90407 | PC | To support the RAND American School District Panel. | $500,000 |
| RAND Corporation | ||||||
| 1776 Main St / PO Box 2138 | Santa Monica | CA | 90407 | PC | To support RAND's district superintendent panel and interviews. | $27,247 |
| Research for Action Inc | ||||||
| 100 S Broad St Suite 700 | Philadelphia | PA | 19110 | PC | To conduct an in-depth, longitudinal study of the Boys & Girls Clubs participating in Wave II of the Youth Arts Initiative. | $5,000 |
| Research for Action Inc | ||||||
| 100 S Broad St Suite 700 | Philadelphia | PA | 19110 | PC | To support the Out-of-School Time Infrastructure Study, including case studies, policy analysis, and social network analysis. | $86,095 |
| Texas Education Agency | ||||||
| 1701 N Congress Ave | Austin | TX | 78701 | PC | To assist Texas school districts in the rapid adoption, reasonable adaptation and spread of research-based practices that promote summer learning through the Additional Days School Year initiative. | $315,443 |
| The University of Texas at Austin | ||||||
| Office of Sponsored Projects PO B | Austin | TX | 78713 | PC | To conduct an evaluation of the Building Audiences for Sustainability initiative. | $977,104 |
| The University of Texas at Austin | ||||||
| Office of Sponsored Projects PO B | Austin | TX | 78713 | PC | To conduct the Equity-Centered Pipeline Initiative Central Office study that will document the cultural, historical, and organizational factors that districts must consider as they develop their vision, goals and plans for equity-centered principal pipelines. | $20,690 |
| The Regents of the University of California at Irvine | ||||||
| 141 Innovation Dr Suite 250 | Irvine | CA | 92697 | PC | To develop a new guiding framework-the connected arts learning model-that describes, analyzes, and offers a design for 21st century arts learning. | $4,025 |
| The Regents of the University of California at Irvine | ||||||
| 141 Innovation Dr Suite 250 | Irvine | CA | 92697 | PC | To conduct a study documenting the long-term effects of participating in out-of-school arts education programs serving young people from marginalized communities. | $171,597 |
| The Regents of The University of Colorado | ||||||
| 1800 Grant St Suite 600 | Denver | CO | 80203 | PC | To support the Research Use and Coordination Study team's activities for the Equity-Centered Principal Pipeline Initiative | $96,415 |
| University of Pittsburgh | ||||||
| 116 Atwood St Ste 201 | Pittsburgh | PA | 15260 | PC | The purpose is to better understand how community-based programs leverage the arts to support the well-being of youth as well as inform the development of Wallace's new initiative in the youth arts area. | $35,371 |
| Board of Regents of the University of Wisconsin System | ||||||
| 702 W Johnson St Suite 1101 | Madison | WI | 53715 | PC | To support The Comprehensive Assessment of Leadership for Learning - Equity-Centered Leaders Equity-Centered Principal Pipeline Initiative study. | $276,624 |
| Vanderbilt University | ||||||
| 2301 Vanderbilt Pl PMB 407749 | Nashville | TN | 37240 | PC | To support a study that will examine the extent to which school districts that participated in the Principal Pipeline Learning Community have made progress toward planning and designing aligned principal pipelines, and explore the conditions, contexts, and tools that help explain variation in take-up. | $28,794 |
| American Cancer Society | ||||||
| 250 Williams Street | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $1,709 |
| American Civil Liberties Union Foundation | ||||||
| 125 Broad St 18th FL | New York | NY | 10004 | PC | Employee Matching Gift-General support | $400 |
| Amyotrpohic Lateral Sclerosis Association | ||||||
| 1300 Wilson Blvd Suite 600 | Arlington | VA | 22209 | PC | Employee Matching Gift-General support | $300 |
| Appalachian Trail Conference | ||||||
| PO Box 807 | Harpers Ferry | VA | 254259988 | PC | Employee Matching Gift-General support | $50 |
| BRONX DEFENDER | ||||||
| 360 East 161st Street | Bronx | NY | 10451 | PC | Employee Matching Gift-General support | $525 |
| Brooklyn Community Bail Fund | ||||||
| 195 Montague Street | Brooklyn | NY | 11201 | PC | Employee Matching Gift-General support | $415 |
| Brooklyn Defender Services | ||||||
| 177 Livingston Street | Brooklyn | NY | 11201 | PC | Employee Matching Gift-General support | $410 |
| BROOKLYN MUSEUM | ||||||
| 200 Eastern Parkway | Brooklyn | NY | 11238 | PC | Employee Matching Gift-General support | $15,000 |
| Central Park Conservancy Inc | ||||||
| 14 East 60th Street | New York | NY | 10022 | PC | Employee Matching Gift-General support | $70 |
| City Harvest | ||||||
| 6 East 32nd Street Floor 5 | New York | NY | 10016 | PC | Employee Matching Gift-General support | $414 |
| City Meals on Wheels | ||||||
| 355 Lexington Avenue | New York | NY | 10017 | PC | Employee Matching Gift-General support | $640 |
| Clean Air Task Force | ||||||
| 114 State Street 6th Floor | Boston | MA | 02109 | PC | Employee Matching Gift-General support | $630 |
| Coalition of the Homeless Inc | ||||||
| 129 Fulton Street | New York | NY | 10038 | PC | Employee Matching Gift-General support | $50 |
| Community Foundation of New Jersey | ||||||
| 35 Knox Hill Road | Morristown | NJ | 079630338 | PC | Employee Matching Gift-General support | $2,250 |
| Covenant House | ||||||
| 5 Penn Plaza | New York | NY | 10001 | PC | Employee Matching Gift-General support | $50 |
| Crown Heights Running Club | ||||||
| 302 Eastern Parkway | Brooklyn | NY | 11225 | PC | Employee Matching Gift-General support | $2,000 |
| Food Bank for New York | ||||||
| 39 Broadway | New York | NY | 10006 | PC | Employee Matching Gift-General support | $52 |
| Grolier Club | ||||||
| 47 East 60th Street | New York | NY | 10022 | PC | Employee Matching Gift-General support | $3,533 |
| Harvard University | ||||||
| 1033 Massachusetts Ave | Cambridge | MA | 02138 | PC | Employee Matching Gift-General support | $2,000 |
| Hudson Guild | ||||||
| 441 W 26th Street | New York | NY | 10001 | PC | Employee Matching Gift-General support | $3,000 |
| International Rescue Committee | ||||||
| 122 East 42nd Street | New York | NY | 10168 | PC | Employee Matching Gift-General support | $1,000 |
| Lambda Literary Foundation | ||||||
| PO Box 20186 | New York | NY | 10014 | PC | Employee Matching Gift-General support | $504 |
| Launch Expeditionary Learning Charter School | ||||||
| 1580 Dean Street 3rd Floor | Brooklyn | NY | 11213 | PC | Employee Matching Gift-General support | $1,000 |
| Lund Family Center Inc | ||||||
| PO Box 4009 | Burlington | VT | 05406 | PC | Employee Matching Gift-General support | $400 |
| Lupus Foundation of America | ||||||
| 2121 K Street | Washington | DC | 20037 | PC | Employee Matching Gift-General support | $100 |
| National Public Radio Inc | ||||||
| 111 North Capitol Street | Washington | DC | 20002 | PC | Employee Matching Gift-General support | $400 |
| New Jersey Arts Education Partnership | ||||||
| 432 High Street | Burlington | NJ | 08016 | PC | Employee Matching Gift-General support | $2,060 |
| New Visions For Public Schools Inc | ||||||
| 205 East 42nd Street | New York | NY | 10017 | PC | Employee Matching Gift-General support | $3,087 |
| Paws Chicago | ||||||
| 1997 N Clybourn Ave | Chicago | IL | 60614 | PC | Employee Matching Gift-General support | $1,422 |
| Planned Parenthood Federation of American | ||||||
| 123 William Street | New York | NY | 10038 | PC | Employee Matching Gift-General support | $300 |
| President & Trustees of Colby College | ||||||
| 4120 Mayflower Hill | Waterville | ME | 049019923 | PC | Employee Matching Gift-General support | $181 |
| Rooftop Films Inc | ||||||
| 232 3RD STREET SUITE E106 | Brooklyn | NY | 11215 | PC | Employee Matching Gift-General support | $120 |
| Smith College | ||||||
| Gift Accounting | Northampton | MA | 01063 | PC | Employee Matching Gift-General support | $300 |
| Understood for All Inc | ||||||
| 96 Morton Street 5th Floor | New York | NY | 10014 | PC | Employee Matching Gift-General support | $212 |
| Unity School of Christianity | ||||||
| 1901 NW Blue Parkway | Unity Village | MO | 64065 | PC | Employee Matching Gift-General support | $50 |
| University Community Social Services Inc | ||||||
| 137 East 2nd Street | New York | NY | 10009 | PC | Employee Matching Gift-General support | $500 |
| University of Illinois Foundation | ||||||
| 1305 West Green Street | Urbana | IL | 618012900 | PC | Employee Matching Gift-General support | $410 |
| Westerly Library & Wilcox Park | ||||||
| 44 Broad Street | Westerly | RI | 02891 | PC | Employee Matching Gift-General support | $100 |
| World Central Kitchen | ||||||
| 1342 Florida Ave NW | Washington | DC | 20009 | PC | Employee Matching Gift-General support | $53 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,609,680 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $823,781 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,008,593 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,170,052 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $124,592,033 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Loss | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | -$212,818 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $235,238 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $957,234 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $131,659,645 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $132,616,879 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $232,500 | Amt |
| Net Investment Income | $116,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $106,250 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|
| Leasehold Improvements | $7,952,858 | $543,815 | $514,007 |
| Furniture | $1,000,993 | $72,294 | $66,733 |
| Computer Equipment | $290,251 | $99,762 | $89,980 |
| Office Equipment | $50,289 | $10,896 | $10,058 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Net gain | AssetDesc |
| Gross Sales Price | $125,762,085 | GrossSalesPriceAmt |
| Total Net | $125,762,085 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Corporate Bonds | ||
| Vanguard Index Funds S&P 500 ETF | $99,429,220 | $99,429,220 |
| Freddie Mac SCRT 2017 | $462 | $462 |
| Freddie Mac SCRT 2022 | $115,347 | $115,347 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Corporate Stock | ||
| Abb Ltd | $2,557,943 | $2,557,943 |
| Accelleron Industries AG | $87,241 | $87,241 |
| Adidas AG | $1,074,514 | $1,074,514 |
| Alibab Group Holding Ltd | $1,633,777 | $1,633,777 |
| Alimentation Couche-Tard Inc | $1,817,078 | $1,817,078 |
| Anhui Conch Cement Co, Ltd | $552,649 | $552,649 |
| Arch Capital Group Ltd | $4,282,726 | $4,282,726 |
| Associated British Foods PLC | $927,866 | $927,866 |
| The Berkeley Group Holdings PLC | $790,251 | $790,251 |
| CaixaBank, S.A. | $865,545 | $865,545 |
| CIE Financiere Richemont | $1,772,063 | $1,772,063 |
| CNH Industrial N.V. | $1,150,371 | $1,150,371 |
| Compass Group PLC | $3,062,076 | $3,062,076 |
| CRH PLC | $824,619 | $824,619 |
| Danone SA | $3,419,559 | $3,419,559 |
| Duck Creek Technologies | $32,378 | $32,378 |
| Fresenius Medical Care AG | $705,468 | $705,468 |
| Garmin, Ltd | $1,502,204 | $1,502,204 |
| Groupe Bruxelles Lambert SA | $1,310,221 | $1,310,221 |
| GRUMA,S.A.B. | $623,496 | $623,496 |
| Hengan International Group Co, Ltd | $533,729 | $533,729 |
| Holcim, Ltd | $2,025,947 | $2,025,947 |
| HSBC Bank PLC | $1,168,837 | $1,168,837 |
| Inchcape PLC | $189,424 | $189,424 |
| ING Groep N.V. | $1,906,889 | $1,906,889 |
| Inveco Group N.V. | $82,143 | $82,143 |
| JFROG Ltd | $44,196 | $44,196 |
| Koninklijke Philips N.V. | $1,343,504 | $1,343,504 |
| Liberty Global PLC | $438,360 | $438,360 |
| Liberty Global PLC | $533,675 | $533,675 |
| Lloyds Banking Group PLC | $1,390,280 | $1,390,280 |
| Nintendo Co., Ltd | $675,018 | $675,018 |
| Nokia Oyj | $206,461 | $206,461 |
| Nokia Corp | $922,172 | $922,172 |
| Novartis AG | $3,753,328 | $3,753,328 |
| Relx PLC | $118,088 | $118,088 |
| Relx PLC | $1,988,436 | $1,988,436 |
| Ryanair Holdings PLC | $92,013 | $92,013 |
| Safran SA | $2,332,440 | $2,332,440 |
| Samsung Electronics Co Ltd | $3,677,440 | $3,677,440 |
| Samsung Electronics Co Ltd | $390,065 | $390,065 |
| Sensata Technologies Holdings PLC | $1,077,742 | $1,077,742 |
| Seven & i Holdings Co Ltd | $896,540 | $896,540 |
| Sodexo | $422,958 | $422,958 |
| Sodexo | $23,110 | $23,110 |
| Sodexo SA | $1,427,974 | $1,427,974 |
| Suncor Energy Inc | $1,093,031 | $1,093,031 |
| Telefonica Brasil SA ADR | $1,796,167 | $1,796,167 |
| Trip.com Group Ltd | $1,663,466 | $1,663,466 |
| UBS Group AG | $79,471 | $79,471 |
| Universal Music Group | $696,594 | $696,594 |
| Universal Music Group | $2,354,816 | $2,354,816 |
| Willis Towers Watson PLC | $483,190 | $483,190 |
| Receivable for Investments, Net | $69,141,896 | $69,141,896 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $83,973,686 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $83,973,686 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (124 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Other Investments | FMV | ||
| U.S. Partnership - 1 | FMV | $660,323 | $660,323 |
| U.S. Partnership - 2 | FMV | $26,876,370 | $26,876,370 |
| U.S. Partnership - 3 | FMV | $5,177,191 | $5,177,191 |
| U.S. Partnership - 4 | FMV | $900,226 | $900,226 |
| U.S. Partnership - 5 | FMV | $3,173,220 | $3,173,220 |
| U.S. Partnership - 6 | FMV | $51,403 | $51,403 |
| U.S. Partnership - 7 | FMV | $550,950 | $550,950 |
| U.S. Partnership - 8 | FMV | $3,836,653 | $3,836,653 |
| U.S. Partnership - 9 | FMV | $10,633,723 | $10,633,723 |
| U.S. Partnership - 10 | FMV | $22,612,855 | $22,612,855 |
| U.S. Partnership - 11 | FMV | $21,095,519 | $21,095,519 |
| U.S. Partnership - 12 | FMV | $17,393,528 | $17,393,528 |
| U.S. Partnership - 13 | FMV | $1,091,690 | $1,091,690 |
| U.S. Partnership - 14 | FMV | $3,034,015 | $3,034,015 |
| U.S. Partnership - 15 | FMV | $1,667,891 | $1,667,891 |
| U.S. Partnership - 16 | FMV | $1,574,138 | $1,574,138 |
| U.S. Partnership - 17 | FMV | $8,786,290 | $8,786,290 |
| U.S. Partnership - 18 | FMV | $2,947,006 | $2,947,006 |
| U.S. Partnership - 19 | FMV | $2,877,002 | $2,877,002 |
| U.S. Partnership - 20 | FMV | $1,775,383 | $1,775,383 |
| U.S. Partnership - 21 | FMV | $1,804,183 | $1,804,183 |
| U.S. Partnership - 22 | FMV | $3,414,991 | $3,414,991 |
| U.S. Partnership - 23 | FMV | $10,525,382 | $10,525,382 |
| U.S. Partnership - 24 | FMV | $1,967,181 | $1,967,181 |
| U.S. Partnership - 25 | FMV | $1,586,012 | $1,586,012 |
| U.S. Partnership - 26 | FMV | $4,067,444 | $4,067,444 |
| U.S. Partnership - 27 | FMV | $558,619 | $558,619 |
| U.S. Partnership - 28 | FMV | $25,149,445 | $25,149,445 |
| U.S. Partnership - 29 | FMV | $4,942,895 | $4,942,895 |
| U.S. Partnership - 30 | FMV | $53,017,306 | $53,017,306 |
| U.S. Partnership - 31 | FMV | $7,819,233 | $7,819,233 |
| U.S. Partnership - 32 | FMV | $4,916,861 | $4,916,861 |
| U.S. Partnership - 33 | FMV | $25,814,555 | $25,814,555 |
| U.S. Partnership - 34 | FMV | $22,359,997 | $22,359,997 |
| U.S. Partnership - 35 | FMV | $7,593,260 | $7,593,260 |
| U.S. Partnership - 36 | FMV | $10,131,264 | $10,131,264 |
| U.S. Partnership - 37 | FMV | $11,419,013 | $11,419,013 |
| U.S. Partnership - 38 | FMV | $4,556,513 | $4,556,513 |
| U.S. Partnership - 39 | FMV | $23,134 | $23,134 |
| U.S. Partnership - 40 | FMV | $67,510 | $67,510 |
| U.S. Partnership - 41 | FMV | $24,477,348 | $24,477,348 |
| U.S. Partnership - 42 | FMV | $20,993,091 | $20,993,091 |
| U.S. Partnership - 43 | FMV | $874,718 | $874,718 |
| U.S. Partnership - 44 | FMV | $3,926,872 | $3,926,872 |
| U.S. Partnership - 45 | FMV | $1,714,237 | $1,714,237 |
| U.S. Partnership - 46 | FMV | $5,332,202 | $5,332,202 |
| U.S. Partnership - 47 | FMV | $2,871,630 | $2,871,630 |
| U.S. Partnership - 48 | FMV | $19,487,250 | $19,487,250 |
| U.S. Partnership - 49 | FMV | $10,445,565 | $10,445,565 |
| U.S. Partnership - 50 | FMV | $2,320,937 | $2,320,937 |
| U.S. Partnership - 51 | FMV | $4,831,856 | $4,831,856 |
| U.S. Partnership - 52 | FMV | $6,328,248 | $6,328,248 |
| U.S. Partnership - 53 | FMV | $1,382,380 | $1,382,380 |
| U.S. Partnership - 54 | FMV | $56,842 | $56,842 |
| U.S. Partnership - 55 | FMV | $1,905,053 | $1,905,053 |
| U.S. Partnership - 56 | FMV | $12,813,843 | $12,813,843 |
| U.S. Partnership - 57 | FMV | $156,795 | $156,795 |
| U.S. Partnership - 58 | FMV | $153,054 | $153,054 |
| U.S. Partnership - 59 | FMV | $4,944,695 | $4,944,695 |
| U.S. Partnership - 60 | FMV | $7,143,454 | $7,143,454 |
| U.S. Partnership - 61 | FMV | $518,529 | $518,529 |
| U.S. Partnership - 62 | FMV | $281,000 | $281,000 |
| U.S. Partnership - 63 | FMV | $32,265,908 | $32,265,908 |
| U.S. Partnership - 64 | FMV | $26,084 | $26,084 |
| U.S. Partnership - 65 | FMV | $641,477 | $641,477 |
| U.S. Partnership - 66 | FMV | $1,254,510 | $1,254,510 |
| U.S. Partnership - 67 | FMV | $4,715,187 | $4,715,187 |
| U.S. Partnership - 68 | FMV | $41,346,000 | $41,346,000 |
| U.S. Partnership - 69 | FMV | $3,830,468 | $3,830,468 |
| U.S. Partnership - 70 | FMV | $1,021,569 | $1,021,569 |
| U.S. Partnership - 71 | FMV | $25,772,380 | $25,772,380 |
| U.S. Partnership - 72 | FMV | $523,894 | $523,894 |
| U.S. Partnership - 73 | FMV | $6,398,199 | $6,398,199 |
| Non - U.S. Partnership - 1 | FMV | $41,924,520 | $41,924,520 |
| Non - U.S. Partnership - 2 | FMV | $33,641,711 | $33,641,711 |
| Non - U.S. Partnership - 3 | FMV | $51,165,405 | $51,165,405 |
| Non - U.S. Partnership - 4 | FMV | $2,804,273 | $2,804,273 |
| Non - U.S. Partnership - 5 | FMV | $5,952,994 | $5,952,994 |
| Non - U.S. Partnership - 6 | FMV | $13,331,203 | $13,331,203 |
| Non - U.S. Partnership - 7 | FMV | $75,420 | $75,420 |
| Non - U.S. Partnership - 8 | FMV | $483,672 | $483,672 |
| Non - U.S. Partnership - 9 | FMV | $7,030,937 | $7,030,937 |
| Non - U.S. Partnership - 10 | FMV | $1,137,535 | $1,137,535 |
| Non - U.S. Partnership - 11 | FMV | $5,065,906 | $5,065,906 |
| Non - U.S. Partnership - 12 | FMV | $391,330 | $391,330 |
| Non - U.S. Partnership - 13 | FMV | $4,753,768 | $4,753,768 |
| Non - U.S. Partnership - 14 | FMV | $16,709,156 | $16,709,156 |
| Non - U.S. Partnership - 15 | FMV | $12,176,250 | $12,176,250 |
| Non - U.S. Partnership - 16 | FMV | $27,107,250 | $27,107,250 |
| Non - U.S. Partnership - 17 | FMV | $740,945 | $740,945 |
| Non - U.S. Partnership - 18 | FMV | $4,882,952 | $4,882,952 |
| Non - U.S. Partnership - 19 | FMV | $2,514,914 | $2,514,914 |
| Non - U.S. Partnership - 20 | FMV | $6,224,567 | $6,224,567 |
| Non - U.S. Partnership - 21 | FMV | $2,015,940 | $2,015,940 |
| Non - U.S. Partnership - 22 | FMV | $397,104 | $397,104 |
| Non - U.S. Partnership - 23 | FMV | $61,270,084 | $61,270,084 |
| Non - U.S. Partnership - 24 | FMV | $44,823,639 | $44,823,639 |
| Non - U.S. Partnership - 25 | FMV | $4,865,287 | $4,865,287 |
| Non - U.S. Partnership - 26 | FMV | $2,369,795 | $2,369,795 |
| Non - U.S. Partnership - 27 | FMV | $232,888 | $232,888 |
| Non - U.S. Partnership - 28 | FMV | $53,179,527 | $53,179,527 |
| Non - U.S. Partnership - 29 | FMV | $584,066 | $584,066 |
| Non - U.S. Partnership - 30 | FMV | $3,748,965 | $3,748,965 |
| Non - U.S. Partnership - 31 | FMV | $19,483,285 | $19,483,285 |
| Non - U.S. Partnership - 32 | FMV | $7,862,516 | $7,862,516 |
| Non - U.S. Partnership - 33 | FMV | $14,395,382 | $14,395,382 |
| Non - U.S. Partnership - 34 | FMV | $9,879,771 | $9,879,771 |
| Non - U.S. Partnership - 35 | FMV | $1,895,653 | $1,895,653 |
| Non - U.S. Partnership - 36 | FMV | $9,710 | $9,710 |
| Non - U.S. Partnership - 37 | FMV | $313,799 | $313,799 |
| Non - U.S. Partnership - 38 | FMV | $8,995,448 | $8,995,448 |
| Non - U.S. Partnership - 39 | FMV | $19,127,212 | $19,127,212 |
| Non - U.S. Partnership - 40 | FMV | $17,293,162 | $17,293,162 |
| Non - U.S. Partnership - 41 | FMV | $366,875 | $366,875 |
| Non - U.S. Partnership - 42 | FMV | $39,555,652 | $39,555,652 |
| Non - U.S. Partnership - 43 | FMV | $6,236 | $6,236 |
| Non - U.S. Partnership - 44 | FMV | $3,176,114 | $3,176,114 |
| Non - U.S. Partnership - 45 | FMV | $2,981,357 | $2,981,357 |
| Non - U.S. Partnership - 46 | FMV | $19,746,374 | $19,746,374 |
| Non - U.S. Partnership - 47 | FMV | $22,236,631 | $22,236,631 |
| Non - U.S. Partnership - 48 | FMV | $59,567,906 | $59,567,906 |
| Non - U.S. Partnership - 49 | FMV | $40,140,133 | $40,140,133 |
| Non - U.S. Partnership - 50 | FMV | $5,400,675 | $5,400,675 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and fixtures | $1,051,282 | $236,772 | $814,510 | $814,510 |
| Improvements | $7,952,858 | $1,571,677 | $6,381,181 | $6,381,181 |
| Miscellaneous | $399,524 | $285,059 | $114,465 | $114,465 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $134,333 | LegalFeesAmt |
| Net Investment Income | $70,526 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $83,691 | DisbursementsCharitablePrpsAmt |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $0 | MortgageAmt |
Note Payable NotePayableGrp
Lender Name LenderNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | First Republic Bank | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $25,000,000 | LoanOriginalAmt |
| Balance Due | $25,000,000 | BalanceDueAmt |
| Loan Purpose | Line of Credit | LoanPurposeTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Landlord reimbursement | $41,827 | $39,739 | $39,739 |
| Taxes receivable | $1,659,450 | $278,356 | $278,356 |
| Cobra receivable | $8,348 | $185 | $185 |
| ROU Asset | $17,266,771 | $17,266,771 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain/Loss | Desc |
| Amt | $427,093,534 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Computer software, maintenance and parts | $394,392 | $38,666 | $408,131 |
| Dues | $85,242 | $3,491 | $81,474 |
| Insurance | $123,168 | $12,075 | $116,729 |
| Social Engineering loss, net | $200,000 | ||
| NYS Filing fee | $1,700 | $1,700 | |
| Office management | $114,165 | $11,186 | $103,853 |
| Payroll services | $4,830 | $474 | $4,356 |
| Training courses | $223,419 | $15,938 | $250,081 |
| Commissioned services | $22,000 | $22,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other investment income | Desc |
| Revenue And Expenses Per Books | $22,420 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,151,508 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Deferred Federal excise tax | $10,780,929 | $4,780,462 |
| Landlord Incentives | $1,338,320 | $0 |
| Building Lease obligation | $18,584,449 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Consultants - non DCA | $1,807,480 | $67,300 | $1,604,910 |
| DCA - Knowledge Sharing & Dissemination | $2,059,817 | $1,970,648 | |
| DCA - Public Policy | $1,263,881 | $1,299,434 | |
| DCA - Research | $1,207,448 | $1,334,280 | |
| DCA - Technical Assistance to Grantees | $1,825,053 | $1,644,095 | |
| Investment fees | $1,228,172 | $5,864,627 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal UBIT & Excise Taxes | $3,998,236 | |
| Foreign taxes | $114,657 | $616,656 |