STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

SMITH RICHARDSON FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SMITH RICHARDSON FOUNDATION INC (EIN 56-0611550)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202323189349103762
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-14T13:42:56-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1230 N ELM ST STE 1100AddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27401ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN560611550EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SMITH RICHARDSON FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSMITBusinessNameControlTxt
Phone3363798600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 GREEN VALLEY ROAD 306AddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP274087096ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROSS HEMPHILLPersonNm
Person TitleOFFICERPersonTitleTxt
Phone3363798600PhoneNum
Signature2023-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROSSPersonFirstNm
Person LastHEMPHILLPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARRICK L MARTINPreparerPersonNm
PTINP00239389PTIN
Phone3362724551PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$517,774,018FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,114,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4,251InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,251InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,435,796DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,383,447DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,119,416NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$8,120,687CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$74,047,856OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,690,582OtherIncomeNetInvstIncmAmt
Total Rev And Expnss-$54,374,393TotalRevAndExpnssAmt
Total Net Invst Incm$18,198,967TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,937,143CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,937,143CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,183,816OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,173,816OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$350,762PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$895,064PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,996LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$4,996LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$110,026AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$110,026AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$316,437OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,795,855OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$335,452OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$358,753TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$120,999TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$51,922DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$35,307OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$35,307OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$60,883TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$60,883TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$550PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$550PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$557,636OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$557,758OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,968,231TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,795,855TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,231,994TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,159,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$26,366,668ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$35,127,481TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,795,855TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$31,598,662TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$89,501,874ExcessRevenueOverExpensesAmt
Net Investment Income$11,403,112NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$437,408CashBOYAmt
Cash EOY$396,942CashEOYAmt
Cash EOYFMV$396,942CashEOYFMVAmt
Sav And Temp Cash Invst BOY$764,877SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$655,093SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$655,093SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$278,810PrepaidExpensesBOYAmt
Prepaid Expenses EOY$298,428PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$298,428PrepaidExpensesEOYFMVAmt
Other Investments BOY$605,066,206OtherInvestmentsBOYAmt
Other Investments EOY$515,902,008OtherInvestmentsEOYAmt
Other Investments EOYFMV$515,902,008OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,196,213LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,090,497LandBldgEquipAccumDeprecAmt
Land BOY$122,141LandBOYAmt
Land EOY$105,716LandEOYAmt
Land EOYFMV$105,716LandEOYFMVAmt
Other Assets BOY$25,462OtherAssetsBOYAmt
Other Assets EOY$415,831OtherAssetsEOYAmt
Other Assets EOYFMV$415,831OtherAssetsEOYFMVAmt
Total Assets BOY$606,694,904TotalAssetsBOYAmt
Total Assets EOY$517,774,018TotalAssetsEOYAmt
Total Assets EOYFMV$517,774,018TotalAssetsEOYFMVAmt
Accounts Payable BOY$17,434,378AccountsPayableBOYAmt
Accounts Payable EOY$16,728,113AccountsPayableEOYAmt
Grants Payable BOY$6,928,007GrantsPayableBOYAmt
Grants Payable EOY$8,911,509GrantsPayableEOYAmt
Other Liabilities BOY$2,686,098OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,989,849OtherLiabilitiesEOYAmt
Total Liabilities BOY$27,048,483TotalLiabilitiesBOYAmt
Total Liabilities EOY$27,629,471TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$579,646,421NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$490,144,547NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$579,646,421TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$490,144,547TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$606,694,904TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$517,774,018TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$579,646,421TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$89,501,874ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$490,144,547SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$490,144,547TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MOORINGS CAPITAL LLC (LT - GROSS)P2020-01-012022-12-31$15,247,052$15,247,052
MOORINGS CAPITAL LLC (ST - GROSS)P2022-01-012022-12-31-$7,127,636-$7,127,636
UBI LONG-TERM CAPITAL LOSSP2020-01-012022-12-31$1,271$1,271
FieldValueIRS element (for citing)
Capital Gain Net Income$8,120,687CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$158,503InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$158,503SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$158,503TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$306,368EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$306,368TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$147,865OverpaymentAmt
Applied To ES Tax$147,865AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.SRF.ORGWebsiteAddressTxt
Individual With BooksROSS HEMPHILLIndividualWithBooksNm
Phone3363798600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1701 GREEN VALLEY ROAD SUITE 306AddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP274087096ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
PL RICHARDSON
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408CHAIRMAN OF THE TRUSTEES, PRESIDENT50.00$689,946$299,615$0
194374 SHOWN IN COL D WAS NOT
PAID TO MR RICHARDSON IN CY THIS ISGREENSBORONC27408N/A0.00$0$0$0UNVESTED RETIREMENT BENEFIT ACCR
MR RICHARDSON'S SUPPLEMENTAL
RETIREMENT BENEFITS ARE BEINGGREENSBORONC27408N/A0.00$0$0$0ACCRUED OVER HIS EXPECTED 37 YR WIT
DR MARIN STRMECKI
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408SENIOR VP, DIRECTOR OF PROGRAMS50.00$647,347$103,820$0
KARLA FRANK
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408ASSISTANT SECRETARY40.00$178,738$65,570$0
ROSS HEMPHILL
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408SENIOR VP, CFO, INVESTMENT CMT47.00$175,992$110,391$0
WWINBURNE KING III
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408VICE CHAIR. OF THE TRUSTEES, INVST CMT40.00$85,120$70,141$0
DR ARVID R NELSON
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408TRUSTEE, SECRETARY, AUDIT CMT. CHAIRMA22.00$60,000$0$0
MICHAEL BLAIR
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408TRUSTEE, AUDIT & COMPENSATION CMT.1.00$20,000$0$0
JOHN P RICHARDSON JR
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408TRUSTEE & AUDIT COMMITTEE1.00$20,000$0$0
NICOLAS L RICHARDSON
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408TRUSTEE, INVESTMENT CMT., GRANTS CMT1.00$20,000$0$0
TYLER B RICHARDSON
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408TRUSTEE, GRANTS ADV. CMT & INVESTMENT1.00$20,000$0$0
E WILLIAM STETSON III
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408TRUSTEE & GRANTS COMMITTEE1.00$20,000$0$0
THE ABOVE COMPENSATION SHOWS THE
NET AMOUNT ADJ BY 1291943 OFGREENSBORONC27408N/A0.00$0$0$0REIMBURSED EXPENSES FROM MOORINGS C

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
ALLAN SONG
701 GREEN VALLEY RDGREENSBORONC27408SR PROGRAM OFFICER37.50$254,101$100,337$0
MARK STEINMEYER
701 GREEN VALLEY RDGREENSBORONC27408SR PROGRAM OFFICER37.50$258,829$70,092$0
CHRISTOPHER GRIFFIN
701 GREEN VALLEY RDGREENSBORONC27408SR PROGRAM OFFICER37.50$206,937$95,969$0
MCKINLEY JOHNSON
701 GREEN VALLEY RDGREENSBORONC27408SR PORTFOLIO ACCOUNT37.50$142,677$81,591$0
DAWN CARD
701 GREEN VALLEY RDGREENSBORONC27408EXECUTIVE ASSISTANT37.50$131,646$64,389$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k6OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
H SMITH RICHARDSON TESTAMENTARY TRUST
701 GREEN VALLEY RD STE 306GREENSBORONC27408ACCOUNTING SERVICES$116,374
RSM US LLP
230 NORTH ELM STREETGREENSBORONC27401AUDIT AND TAX SERVICES$110,026
KORN FERRY HAY GROUP
33 SOUTH 6TH ST 4900MINNEAPOLISMN55485CONSULTANTS$70,380
INTELLIGENT TECHNOLOGIES INC
12 OAK BRANCH DRIVEGREENSBORONC27407COMPUTER CONSULTANTS$69,303
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$545,796,966AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,561,648AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$263,690FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$548,622,304TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$548,622,304AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,229,335CashDeemedCharitableAmt
Net Vl Noncharitable Assets$540,392,969NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,019,648MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,019,648MinimumInvestmentReturnAmt
Tax Based On Investment Income$158,503TaxBasedOnInvestmentIncomeAmt
Total Tax$158,503TotalTaxAmt
Distributable Before Adj$26,861,145DistributableBeforeAdjAmt
Recoveries Qualfied Distri$504,569RecoveriesQualfiedDistriAmt
Distributable Before Ded$27,365,714DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$27,365,714DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$31,598,662ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$4,479CharitableAssetsAcquisPaidAmt
Qualifying Distributions$31,603,141QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,365,714DistributableAsAdjustedAmt
Undistributed Income PY$26,384,858UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$31,603,141QualifyingDistributionsAmt
Applied To Year1$26,384,858AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$3,114,000TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,104,283AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,114,000TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$25,261,431UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$3,114,000CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPETER L RICHARDSON PRESIDENTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SMITH RICHARDSON FOUNDATION INC 60AddressLine1Txt
Address Line2JESUP ROADAddressLine2Txt
CityWESTPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06880ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2032226222RecipientPhoneNum
Form And Info And MaterialsWRITTEN PROPOSAL ALONG WITH A COPY OF IRS EXEMPTION LETTERFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsALTHOUGH THE MISSION OF THE FOUNDATION IS TO SUPPORT PUBLIC POLICY RESEARCH, IT MAKES SMALL GRANTS TO ORGANIZATIONS IN NORTH CAROLINA AND CONNECTICUT THAT PROVIDE INNOVATIVE SERVICES FOR DISADVANTAGED CHILDREN AND FAMILIES. HOWEVER, SUCH GRANTS ARE CUSTOMARILY SOLICITED BY THE FOUNDATION'S GOVERNORS. THEY ARE NOT RENEWABLE. DIRECT SERVICE ORGANIZATIONS LOCATED OUTSIDE THESE TWO STATES, AS WELL AS NATIONAL DIRECT SERVICE CHARITIES, WILL NOT BE CONSIDERED FOR SUPPORT BY THE DIRECT SERVICE GRANTS PROGRAM.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (302 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
A WIDER CIRCLE
4808 MOORLAND LANE SUITE 8BETHESDAMD20814PCGENERAL OPERATING SUPPORT$5,000
ADULT CENTER FOR ENRICHMENT
4100 WELL SPRING DRIVEGREENSBORONC27410PCGENERAL OPERATING SUPPORT$10,000
AH HAA SCHOOL FOR THE ARTS
155 W PACIFIC AVENUE PO BOX 1590TELLURIDECT81435PCGENERAL OPERATING SUPPORT$2,500
AMERICA ABROAD MEDIA
1701 PENNSYLVANIA AVE NW SUITE 300WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$250,000
AMERICA AUSTRALIA ASSOCIATIION
50 BROAD ST SUITE 2003NEW YORKNY10004PCGENERAL OPERATING SUPPORT$250,000
AMERICAN ACADEMY FOR STRATEGIC EDUCATION
2000 M ST NW SUITE 760WASHINGTONDC20036PFGENERAL OPERATING SUPPORT$230,000
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$97,600
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$60,000
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$325,200
AMERICAN FOREIGN POLICY COUNCIL
509 C STREET NEWASHINGTONDC20002PCGENERAL OPERATING SUPPORT$183,700
AMERICAN FOREIGN POLICY COUNCIL
509 C STREET NEWASHINGTONDC20002PCGENERAL OPERATING SUPPORT$400,000
AMERICAN INSTITUTES FOR RESEARCH
1000 THOMAS JEFFERSON ST NW SUITEWASHINGTONDC200073855PCGENERAL OPERATING SUPPORT$251,582400
AMERICAN INSTITUTES FOR RESEARCH
1001 THOMAS JEFFERSON ST NW SUITEWASHINGTONDC200073856PCGENERAL OPERATING SUPPORT$249,998400
AMERICAN SADDLE HORSE MUSEUM ASSOCIATION INC
4083 IRON WORKS PARKWAYLEXINGTONKY40511PCGENERAL OPERATING SUPPORT$1,500
AMERICARES FOUNDATION INC
88 HAMILTON AVENUESTAMFORDCT06902PCGENERAL OPERATING SUPPORT$50,000
AREI INC
PO BOX 7784ASPENCO81612PCGENERAL OPERATING SUPPORT$5,000
ARIZONA STATE UNIVERSITY
PO BOX 876011TEMPEAZ852802260GOVGENERAL OPERATING SUPPORT$38,502
ARIZONA STATE UNIVERSITY FOUNDATION
PO BOX 2260TEMPEAZ852802260PCGENERAL OPERATING SUPPORT$161,000
ASPETUCK LAND TRUST INC
PO BOX 444WESTPORTCT06881PCGENERAL OPERATING SUPPORT$5,000
ASSOCIATION FOR A NEW CENTURY INC
PO BOX 115SEWICKLEYPA15143PCGENERAL OPERATING SUPPORT$150,000
ASSOCIATION FOR A NEW CENTURY INC
PO BOX 115SEWICKLEYPA15143PCGENERAL OPERATING SUPPORT$248,950
ASSOCIATION OF GRADUATES OF THE UNITED STATE MILITARY ACADEMY
698 MILLS ROADWEST POINTNY109961607PCGENERAL OPERATING SUPPORT$5,000
ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY
698 MILLS ROADWEST POINTNY109961607PCGENERAL OPERATING SUPPORT$60,000
ATLANTIC COUNCIL OF THE UNITED STATES INC
1030 15TH STREET NW 12 FLOORWASHINGTONDC20005PCGENERAL OPERATING SUPPORT$189,292
ATLANTIC COUNCIL OF THE UNITED STATES INC
1030 15TH STREET NW 12 FLOORWASHINGTONDC20005PCGENERAL OPERATING SUPPORT$188,100
ATLANTIC COUNCIL OF THE UNITED STATES INC
1030 15TH STREET NW 12 FLOORWASHINGTONDC20005PCGENERAL OPERATING SUPPORT$250,000
ATLANTIC COUNCIL OF THE UNITED STATES INC
1030 15TH STREET NW 12 FLOORWASHINGTONDC20005PCGENERAL OPERATING SUPPORT$91,493
ATLANTIC COUNCIL OF THE UNITED STATES INC
1030 15TH STREET NW 12 FLOORWASHINGTONDC20005PCGENERAL OPERATING SUPPORT$5,000
ATLANTIC COUNCIL OF THE UNITED STATES INC
1030 15TH STREET NW 12 FLOORWASHINGTONDC20005PCGENERAL OPERATING SUPPORT$49,995
BARD COLLEGE
PO BOX 5000ANNANDALEONHUDSONNY125045000PCGENERAL OPERATING SUPPORT$60,000
BEAUFORT HISTORICAL ASSOCIATION INC
150 TURNER STREETBEAUFORTNC28516PCGENERAL OPERATING SUPPORT$5,000
BISHOP JOHN T WALKER SCHOOL FOR BOYS
1801 MISSISSIPPI AVENUE SEWASHINGTONDC20020PCGENERAL OPERATING SUPPORT$5,000
BLESSED SACRAMENT CATHOLIC SCHOOL
240 REGENT AVENUEPROVIDENCERI02908PCGENERAL OPERATING SUPPORT$3,500
BOSTON UNIVERSITY
881 COMMONWEALTH AVEBOSTONMA022151300PCGENERAL OPERATING SUPPORT$183,294
BOYS AND GIRLS CLUBS OF THE COASTAL PLAINS INC
621 W FIRE TOWER ROADWINTERVILLENC28590PCGENERAL OPERATING SUPPORT$10,000
BRADY CENTER TO PREVENT GUN VIOLENCE
840 FIRST ST NE SUITE 400WASHINGTONDC20002PCGENERAL OPERATING SUPPORT$7,000
BRAIN & BEHAVIOR RESEARCH FOUNDATION
747 THIRD AVE 33RD FLOORNEW YORKNY10017PCGENERAL OPERATING SUPPORT$10,000
BRIDGEPORT HOSPITAL FOUNDATION INC
267 GRANT STREETBRIDGEPORTCT06610PCGENERAL OPERATING SUPPORT$25,000
BRIDGEPORT RESCUE MISSION INC
PO BOX 9057BRIDGEPORTCT066019057PCGENERAL OPERATING SUPPORT$10,000
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NWWASHINGTONDC200362103PCGENERAL OPERATING SUPPORT$150,000
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NWWASHINGTONDC200362103PCGENERAL OPERATING SUPPORT$175,000
BROWN UNIVERSITY
350 EDDY STREETPROVIDENCERI02903PCGENERAL OPERATING SUPPORT$350,000
BROWN UNIVERSITY
350 EDDY STREETPROVIDENCERI02903PCGENERAL OPERATING SUPPORT$77,441
BROWN UNIVERSITY ANNENBERG INSTITUTE
350 EDDY STREETPROVIDENCERI02903PCGENERAL OPERATING SUPPORT$250,000
CAMPAIGN FOR HUMAN RIGHTS INC
137 MONTAGUE STREET SUITE 384BROOKLYNNY112013402PCGENERAL OPERATING SUPPORT$100,000
CANDID
32 OLD SLIP 24TH FLOORNEW YORKNY10005PCGENERAL OPERATING SUPPORT$20,000
CAROLINA ADOPTION SERVICES INC
PO BOX 2993GREENSBORONC27402PCGENERAL OPERATING SUPPORT$10,000
CARTERET COMMUNITY FOUNDATION INC
3737 GLENWOOD AVE STE 460RALEIGHNC27612PCGENERAL OPERATING SUPPORT$5,000
CATHOLIC ACADEMY OF BRIDGEPORT
63 PEQUONNOCK STREETBRIDGEPORTCT06604PCGENERAL OPERATING SUPPORT$25,000
CATHOLIC CHARITIES OF THE ARCHDIOCESE OF WASHINGTON INC
924 G STREET NWWASHINGTONDC20001PCGENERAL OPERATING SUPPORT$5,000
CENTER FOR A NEW AMERICAN SECURITY
1152 15TH STREET NWWASHINGTONDC20005PCGENERAL OPERATING SUPPORT$50,000
CENTER FOR A NEW AMERICAN SECURITY
1153 15TH STREET NWWASHINGTONDC20005PCGENERAL OPERATING SUPPORT$150,000
CENTER FOR A NEW AMERICAN SECURITY INC
1154 15TH STREET NWWASHINGTONDC20005PCGENERAL OPERATING SUPPORT$175,000
CENTER FOR A NEW AMERICAN SECURITY INC
1155 15TH STREET NWWASHINGTONDC20005PCGENERAL OPERATING SUPPORT$200,000
CENTER FOR CREATIVE LEADERSHIP
ONE LEADERSHIP PLACEGREENSBORONC27410PCGENERAL OPERATING SUPPORT$10,000
CENTER FOR EUROPEAN POLICY ANALYSIS
1275 PENNSYLVANIA AVE NWWASHINGTONDC20004PCGENERAL OPERATING SUPPORT$242,752
CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS
1667 K STREET NWWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$100,131
CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS
1667 K STREET NWWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$193,527
CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS
1667 K STREET NWWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$281,124
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$188,628
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$267,300
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$125,298
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$25,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$249,990
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$200,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$175,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$175,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$175,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$175,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$60,000
CENTER FOR URBAN FAMILIES INC
2201 N MONROE STREETBALTIMOREMD21217PCGENERAL OPERATING SUPPORT$3,000
CHAPEL & YORK U S FOUNDATION
1350 AVENUE OF THE AMERICAS FLOOR 2NEW YORKNY10019PCGENERAL OPERATING SUPPORT$96,990SUITE 266
CHECKERBOARD FOUNDATION INC
1 EAST 53RD STREET 14TH FLOORNEW YORKNY10022PCGENERAL OPERATING SUPPORT$5,000
CHECKERBOARD FOUNDATION INC
1 EAST 53RD STREET 14TH FLOORNEW YORKNY10022PCGENERAL OPERATING SUPPORT$10,000
CHECKERBOARD FOUNDATION INC
2 EAST 53RD STREET 14TH FLOORNEW YORKNY10022PCGENERAL OPERATING SUPPORT$10,000
CHILDREN OF FALLEN PATRIOTS
1818 LIBRARY ST SUITE 500RESTONVA20190PCGENERAL OPERATING SUPPORT$50,000
CHILDREN OF FALLEN PATRIOTS
1818 LIBRARY ST SUITE 500RESTONVA20190PCGENERAL OPERATING SUPPORT$10,000
CLAREMONT MCKENNA COLLEGE
400 NORTH CLAREMONT BLVD 132CLAREMONTCA91711PCGENERAL OPERATING SUPPORT$140,583
CLAREMONT MCKENNA COLLEGE
400 NORTH CLAREMONT BLVD 132CLAREMONTCA91711PCGENERAL OPERATING SUPPORT$84,092
COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET
1900 M STREET NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$138,000
COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET
1900 M STREET NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$50,000
COMMITTEE ON CAPITAL MARKETS REGULATION
134 MOUNT AUBURN STREETCAMBRIDGEMA02138PCGENERAL OPERATING SUPPORT$200,000
CONNECTICUT BASEBALL CLUB INC
230 PLEASANT VIEW AVENUEBRISTOLCT06010PCGENERAL OPERATING SUPPORT$4,000
CONNECTICUT CASA ASSOCIATION INC
157 CHURCH STREET 19TH FLOORNEW HAVENCT06510PCGENERAL OPERATING SUPPORT$5,000
CONNECTICUT FOODSHARE INC
2 RESEARCH PARKWAYWALLINGFORDCT06492PCGENERAL OPERATING SUPPORT$2,500
COUNCIL ON FOREIGN RELATIONS INC
58 EAST 68TH STREETNEW YORKNY10065PCGENERAL OPERATING SUPPORT$78,490
COUNCIL ON FOREIGN RELATIONS INC
58 EAST 68TH STREETNEW YORKNY10065PCGENERAL OPERATING SUPPORT$169,932
COUNCIL ON FOREIGN RELATIONS INC
58 EAST 68TH STREETNEW YORKNY10065PCGENERAL OPERATING SUPPORT$60,000
COUNCIL ON FOREIGN RELATIONS INC
58 EAST 68TH STREETNEW YORKNY10065PCGENERAL OPERATING SUPPORT$500
COURT APPOINTED SPECIAL ADVOCATES OF SOUTHERN CONNECTICUT INC
157 CHURCH STREET 19TH FLOORNEW HAVENCT06510PCGENERAL OPERATING SUPPORT$10,000
DUI HUA FOUNDATION
450 SUTTER STREET SUITE 900SAN FRANCISCOCA94108PCGENERAL OPERATING SUPPORT$195,000
DUKE UNIVERSITY
BOX 90581DURHAMNC277080581PCGENERAL OPERATING SUPPORT$8,000
ELECTROMAGNETIC PULSE TASK FORCE ON NATIONAL AND HOMELAND SECURITY
300 WINDSWEPT ROADMINERALVA23117PCGENERAL OPERATING SUPPORT$148,500
ENABLED CHILDREN'S INITIATIVE
11703 36TH AVENUE WESTBRADENTONFL34210PCGENERAL OPERATING SUPPORT$5,000
ENVIRONMENTAL DEFENSE FUND INC
257 PARK AVE SOUTH 17TH FLOORNEW YORKNY10010PCGENERAL OPERATING SUPPORT$5,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTGOMERYAL36104PCGENERAL OPERATING SUPPORT$5,000
EVERYTOWN FOR GUN SAFETY SUPPORT FUND
PO BOX 3886NEWNY10163PCGENERAL OPERATING SUPPORT$10,000
EYE ON ISIS
206 CHRISTOL STRMETUCHENNJ088400000PCGENERAL OPERATING SUPPORT$50,000
FAIRFIELD COUNTRY DAY SCHOOL
2970 BRONSON ROADFAIRFIELDCT06824PCGENERAL OPERATING SUPPORT$2,000
FAIRFIELD COUNTY'S COMMUNITY FOUNDATION INC
40 RICHARDS AVENORWALKCT06854PCGENERAL OPERATING SUPPORT$5,000
FAIRFIELD UNIVERSITY
1073 NORTH BENSON ROADFAIRFIELDCT068245171PCGENERAL OPERATING SUPPORT$20,000
FIDELITY CHARITABLE GIFT FUND
PO BOX 770001CINCINNATIOH452770053PCGENERAL OPERATING SUPPORT$75,000
FIRST CHURCH OF CHRIST WOODBRIDGE
5 MEETINGHOUSE LANEWOODBRIDGECT06525PCGENERAL OPERATING SUPPORT$5,000
FIRST PRESBYTERIAN CHURCH
617 NORTH ELM STREETGREENSBORONC274012095PCGENERAL OPERATING SUPPORT$5,000
FIRST PRESBYTERIAN CHURCH
617 NORTH ELM STREETGREENSBORONC274012095PCGENERAL OPERATING SUPPORT$5,000
FIRST UNITED METHODIST CHURCH
900 ARENDELL STREETMOREHEAD CITYNC28557PCGENERAL OPERATING SUPPORT$10,000
FOREIGN POLICY RESEARCH INSTITUTE
1528 WALNUT STREET SUITE 610PHILADELPHIAPA191023684PCGENERAL OPERATING SUPPORT$69,300
FOREIGN POLICY RESEARCH INSTITUTE
1528 WALNUT STREET SUITE 610PHILADELPHIAPA191023684PCGENERAL OPERATING SUPPORT$104,500
FOUNDATION FOR DEFENSE OF DEMOCRACIES
1800 M STREET SUITE 800-SOUTHWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$175,000
FOUNDATION FOR RESILIENT SOCIETIES
1 CHESTNUT STREET SUITE 335NASHUANH03060PFGENERAL OPERATING SUPPORT$247,500
FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC
1800 M STREET SUITE 800-SOUTHWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$100,000
FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC
1800 M STREET SUITE 800-SOUTHWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$400,000
FREE RUSSIA FOUNDATION
1015 15TH STREET NW SUITE 600WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$225,000
FREEDOM HOUSE
1850 M STREET NW SUITE 1100WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$200,000
FRIENDS OF KING'S COLLEGE LONDON ASSOCIATION INC
1350 AVENUE OF THE AMERICASNEW YORKNY10019PCGENERAL OPERATING SUPPORT$7,500
FRIENDS OF THE AMERICAN UNIVERSITY OF AFGHANISTAN
1901 PENNSYLVANIA AVE NWWASHINGTONDC200063427PCGENERAL OPERATING SUPPORT$3,500
FRIENDS OF THE AMERICAN UNIVERSITY OF AFGHANISTAN
1901 PENNSYLVANIA AVE NWWASHINGTONDC200063427PCGENERAL OPERATING SUPPORT$2,000
FRIENDS OF THE MUSEUM NC MARITIME MUSEUM INC
315 FRONT STREETBEAUFORTNC28516PCGENERAL OPERATING SUPPORT$5,000
GEORGETOWN UNIVERSITY
BOX 571168WASHINGTONDC200571168PCGENERAL OPERATING SUPPORT$83,611
GEORGETOWN UNIVERSITY
BOX 571168WASHINGTONDC200571168PCGENERAL OPERATING SUPPORT$7,500
GEORGETOWN UNIVERSITY
BOX 571168WASHINGTONDC200571168PCGENERAL OPERATING SUPPORT$7,500
GEORGETOWN UNIVERSITY
BOX 571168WASHINGTONDC200571168PCGENERAL OPERATING SUPPORT$60,000
GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION INC
58 EDGEWOOD AVE SEATLANTAGA30303PCGENERAL OPERATING SUPPORT$245,786
GERMAN MARSHALL FUND OF THE UNITED STATES
1744 R STREET NWWASHINGTONDC20009PCGENERAL OPERATING SUPPORT$100,000
GERMAN MARSHALL FUND OF THE UNITED STATES
1744 R STREET NWWASHINGTONDC20009PCGENERAL OPERATING SUPPORT$150,000
GLOBALGIVING FOUNDATION INC
1 THOMAS CIRCLE SUITE 800WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$10,000
GRAND TETON NATIONAL PARK FOUNDATION
PO BOX 249MOOSEWY83012PCGENERAL OPERATING SUPPORT$7,500
GRANULOSA CELL TUMOUR RESEARCH FOUNDATION
PCGENERAL OPERATING SUPPORT$5,00079 COACH SIDE TERR SWCALGARYALBERTACAT3H 2T3
GREENSBORO DAY SCHOOL
5401 LAWNDALE DRIVEGREENSBORONC27455PCGENERAL OPERATING SUPPORT$5,000
GROTON SCHOOL
PO BOX 991GROTONMA01450PCGENERAL OPERATING SUPPORT$2,500
HABITAT FOR HUMANITY FLORIDA
1150 CLEVELAND STREET SUITE 301CLEARWATERFL33755PCGENERAL OPERATING SUPPORT$50,000
HISTORIC WINDSOR INC
PO BOX 1777WINDSORVT050890021PCGENERAL OPERATING SUPPORT$10,000
HOLOCAUST MUSEUM HOUSTON
5401 CAROLINE STREETHOUSTONTX77004PCGENERAL OPERATING SUPPORT$5,000
HOMES WITH HOPE
PO BOX 631WESTPORTCT06881PCGENERAL OPERATING SUPPORT$10,000
HUDSON INSTITUTE
1201 PENNSYLVANIA AVE NW SUITE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$219,615
HUDSON INSTITUTE INC
1202 PENNSYLVANIA AVE NW SUITE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$162,250
HUDSON INSTITUTE INC
1203 PENNSYLVANIA AVE NW SUITE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$129,031
HUDSON INSTITUTE INC
1204 PENNSYLVANIA AVE NW SUITE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$125,000
HUDSON INSTITUTE INC
1205 PENNSYLVANIA AVE NW SUITE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$250,000
HUDSON INSTITUTE INC
1206 PENNSYLVANIA AVE NW SUITE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$200,000
HUDSTON INSTITUTE INC
1207 PENNSYLVANIA AVE NW SUITE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$100,000
IMMACULATE CONCEPTION CATHOLIC CHURCH
1315 8TH STREET NWWASHINGTONDC20001PCGENERAL OPERATING SUPPORT$20,000
IMMACULATE CONCEPTION CATHOLIC CHURCH
1315 8TH STREET NWWASHINGTONDC20001PCGENERAL OPERATING SUPPORT$20,000
INSTITUTE FOR STATE EFFECTIVENESS
1050 30TH ST NWWASHINGTONDC20007PCGENERAL OPERATING SUPPORT$200,000
INSTITUTE FOR THE ANALYSIS OF GLOBAL SECURITY
16501 SHADY GROVE RD 7663GAITHERSBURGMD20898PCGENERAL OPERATING SUPPORT$168,000
INSTITUTE FOR THE STUDY OF WAR
1400 16TH STREET NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$189,281
INSTITUTE OF WORLD POLITICS
1521 16TH STREET NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$105,600
JAMESTOWN FOUNDATION
1310 L STREET NW SUITE 310WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$73,662
JAMESTOWN FOUNDATION
1310 L STREET NW SUITE 310WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$120,000
JAMESTOWN FOUNDATION
1310 L STREET NW SUITE 310WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$225,000
JAMESTOWN FOUNDATION
1310 L STREET NW SUITE 310WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$49,935
JAMESTOWN FOUNDATION
1310 L STREET NW SUITE 310WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$50,000
JAMESTOWN FOUNDATION
1310 L STREET NW SUITE 310WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$49,500
JERICHO PARTNERSHIP INC
13 ROSE STREETDANBURYCT06810PCGENERAL OPERATING SUPPORT$10,000
JERUSALEM PEACE BUILDERS
6221 MAIN STREETHOUSTONTX77030PCGENERAL OPERATING SUPPORT$5,000
JOHNS HOPKINS UNIVERSITY
265 GARLAND HALL 3400 NCHARLESBALTIMOREMD21218PCGENERAL OPERATING SUPPORT$95,750STREET
LAST PRISONER PROJECT
1312 17TH STREET SUITE 640DENVERCO80202PCGENERAL OPERATING SUPPORT$5,000
LILITH FUND
PO BOX 684949AUSTINTX78768PCGENERAL OPERATING SUPPORT$7,000
LITTLE BRITCHES THERAPEUTIC RIDING INC
PO BOX 120WOODBURYCT06798PCGENERAL OPERATING SUPPORT$5,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVECAMBRIDGEMA021394307PCGENERAL OPERATING SUPPORT$7,500
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVECAMBRIDGEMA021394307PCGENERAL OPERATING SUPPORT$7,500
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVECAMBRIDGEMA021394307PCGENERAL OPERATING SUPPORT$130,042
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVECAMBRIDGEMA021394307PCGENERAL OPERATING SUPPORT$25,000
MDRC
200 VESEY STREET 23RD FLOORNEW YORKNY10281PCGENERAL OPERATING SUPPORT$4,000
MDRC
200 VESEY STREET 23RD FLOORNEW YORKNY10281PCGENERAL OPERATING SUPPORT$200,000
MICHIGAN STATE UNIVERSITY
426 AUDITORIUM RD ROOM 2EAST LANSINGMI48824PCGENERAL OPERATING SUPPORT$200,000
MIDDLE EAST INSTITUTE
1763 N STREET NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$50,000
MISSOURI STATE UNIVERSITY FOUNDATION
KENNETH E MEYER ALUMNI CENTER 300 SSPRINGFIELDMO658062217PCGENERAL OPERATING SUPPORT$84,000JEFFERSON AVE SUITE 100
MY FRIEND ABBY INC
12 GLENWOOD DRIVETRUMBULLCT06611PCGENERAL OPERATING SUPPORT$10,000
NATIONAL BUREAU OF ECONOMIC RESEARCH INC
1050 MASSACHUSETTS AVECAMBRIDGEMA021385398PCGENERAL OPERATING SUPPORT$120,000
NATIONAL BUREAU OF ECONOMIC RESEARCH INC
1050 MASSACHUSETTS AVECAMBRIDGEMA021385398PCGENERAL OPERATING SUPPORT$125,000
NATIONAL BUREAU OF ECONOMIC RESEARCH INC
1050 MASSACHUSETTS AVECAMBRIDGEMA021385398PCGENERAL OPERATING SUPPORT$193,406
NATIONAL BUREAU OF ECONOMIC RESEARCH INC
1050 MASSACHUSETTS AVECAMBRIDGEMA021385398PCGENERAL OPERATING SUPPORT$198,858
NATIONAL INSTITUTE FOR PUBLIC POLICY
9302 LEE HIGHWAY STE 750FAIRFAXVA220314662PCGENERAL OPERATING SUPPORT$196,747
NATIONAL INSTITUTE FOR PUBLIC POLICY
9303 LEE HIGHWAY STE 750FAIRFAXVA220314663PCGENERAL OPERATING SUPPORT$49,739
NATIONAL INSTITUTE FOR PUBLIC POLICY INC
9304 LEE HIGHWAY STE 750FAIRFAXVA220314664PCGENERAL OPERATING SUPPORT$49,936
NATIONAL INSTITUTE FOR PUBLIC POLICY INC
9302 LEE HIGHWAY STE 750FAIRFAXVA220314662PCGENERAL OPERATING SUPPORT$49,981
NATURAL SCIENCE CENTER OF GREENSBORO INC
4301 LAWNDALE DRIVEGREENSBORONC27455PCGENERAL OPERATING SUPPORT$10,000
NATURE CONSERVANCY INC - VERMONT CHAPTER
138 MAIN STREETMONTPELIERVT05602PCGENERAL OPERATING SUPPORT$10,000
NAVAL POSTGRADUATE SCHOOL FOUNDATION
PO BOX 8626MONTEREYCA93940PCGENERAL OPERATING SUPPORT$49,500
NAVAL WAR COLLEGE FOUNDATION INC
66 CUSHING ROADNEWPORTRI028411207PCGENERAL OPERATING SUPPORT$60,000
NEW AMERICA FOUNDATION
740 15TH ST NW 900WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$45,000
NEW AMERICA FOUNDATION
740 15TH ST NW 900WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$20,000
NORTH CAROLINA MARINE AND ESTUARY FOUNDATION INC
1101 HAYNES STREETRALEIGHNC27604PCGENERAL OPERATING SUPPORT$5,000
OBSERVER RESEARCH FOUNDATION AMERICA
1100 17TH ST NW SUITE 501WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$143,844
OCEANA INC
1025 CONNECTICUT AVE SUITE 200WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$5,000
OUTCOMES RESEARCH INSTITUTE
1092 CATHCART WAYSTANFORDCA943056010PFGENERAL OPERATING SUPPORT$200,000
PACIFIC FORUM
1003 BISHOP STREET PAUAI TOWERHONOLULUHI96813PCGENERAL OPERATING SUPPORT$148,810SUITE 1150
PARISH OF CALVARY ST GEORGE'S
61 GRAMERCY PARK N FLOOR 2NEW YORKNY10010PCGENERAL OPERATING SUPPORT$10,000
PETER G PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS
1750 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$50,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVECAMBRIDGEMA02138PCGENERAL OPERATING SUPPORT$200,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVECAMBRIDGEMA02138PCGENERAL OPERATING SUPPORT$225,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVECAMBRIDGEMA02138PCGENERAL OPERATING SUPPORT$2,000
PRINCETON CHURCH OF CHRIST
33 RIVER ROADPRINCETONNJ08540PCGENERAL OPERATING SUPPORT$10,000
PRINCETON UNIVERSITY
87 PROSPECT AVENUE RPRINCETONNJ08544PCGENERAL OPERATING SUPPORT$7,500
PRINCETON UNIVERSITY
87 PROSPECT AVENUE RPRINCETONNJ08544PCGENERAL OPERATING SUPPORT$7,500
PRINCETON UNIVERSITY PRESS
41 WILLIAM STREETPRINCETONNJ08540PCGENERAL OPERATING SUPPORT$155,000
PROJECT 2049 INSTITUTE
2300 CLARENDON BLVD SUITE 703ARLINGTONVA22201PCGENERAL OPERATING SUPPORT$166,000
PROJECT 2049 INSTITUTE
2300 CLARENDON BLVD SUITE 703ARLINGTONVA22201PCGENERAL OPERATING SUPPORT$150,000
PROTESTANT EPISCOPAL HIGH SCHOOL IN VIRGINIA
1200 NORTH QUAKER LANEALEXANDRIAVA22302PCGENERAL OPERATING SUPPORT$7,500
RAND CORPORATION
1776 MAIN STREET PO BOX 2138SANTA MONICACA904072138PCGENERAL OPERATING SUPPORT$388,089
READWORKS INC
PO BOX 24673BROOKLYNNY11202PCGENERAL OPERATING SUPPORT$50,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
1608 FOURTH ST SUITE 220BERKELEYCA947105940PCGENERAL OPERATING SUPPORT$200,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES
10889 WILSHIRE BLVD SUITE 820LOS ANGELESCA900951406PCGENERAL OPERATING SUPPORT$200,000
REGENTS OF THE UNIVERSITY OF MICHIGAN
WOLVERINE TOWER FIRST FLOOR ROOMANN ARBORMI481091274PCGENERAL OPERATING SUPPORT$121,9281008
RESOURCES FOR THE FUTURE
1616 P STREET NWWASHINGTONDC200361400PCGENERAL OPERATING SUPPORT$300,000
RICE UNIVERSITY
PO BOX 1892 352B SEWAL HALL MS-27HOUSTONTX772511892PCGENERAL OPERATING SUPPORT$100,441
ROYAL INSTITUTE OF INTERNATIONAL AFFAIRS CO CHATHAM HOUSE
PCGENERAL OPERATING SUPPORT$75,00010 ST JAMESS SQUARELONDONUKSW1Y 4LE
SACRED HEART UNIVERSITY
5151 PARK AVENUEFAIRFIELDCT068251000PCGENERAL OPERATING SUPPORT$15,000
SAGAMORE INSTITUTE
PO BOX 301076INDIANAPOLISIN43260PCGENERAL OPERATING SUPPORT$175,000
SANDY CREEK BAPTIST CHURCH
4765 SANDY CREEK CHURCH RDLIBERTYNC27298PCGENERAL OPERATING SUPPORT$5,000
SEED PUBLIC CHARTER SCHOOL OF WASHINGTON DC
4300 C STREET SEWASHINGTONDC20019PCGENERAL OPERATING SUPPORT$1,000
SHALOM AUSTIN
7300 HART LANEAUSTINTX78731PCGENERAL OPERATING SUPPORT$5,000
SHELBURNE FARMS
1611 HARBOR ROADSHELBURNEVT05482PCGENERAL OPERATING SUPPORT$5,000
SISTERS OF THE HUMILITY OF MARY
PO BOX 534VILLA MARIAPA16155PCGENERAL OPERATING SUPPORT$5,000
SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS OF THE TRIAD
PO BOX 4461GREENSBORONC27404PCGENERAL OPERATING SUPPORT$5,000
SPIRIT OF AMERICA
3033 WILSON BOULEVARD SUITE 700ARLINGTONVA222013868PCGENERAL OPERATING SUPPORT$10,000
ST BARNABAS EPISCOPAL CHURCH
954 LAKE AVENUEGREENWICHCT068313032PCGENERAL OPERATING SUPPORT$27,500
STANFORD UNIVERSITY
485 BROADWAY THIRD FLOORREDWOOD CITYCA940633136PCGENERAL OPERATING SUPPORT$121,848
STANFORD UNIVERSITY
485 BROADWAY THIRD FLOORREDWOOD CITYCA940633136PCGENERAL OPERATING SUPPORT$404,355
STANFORD UNIVERSITY
485 BROADWAY THIRD FLOORREDWOOD CITYCA940633136PCGENERAL OPERATING SUPPORT$20,000
STANFORD UNIVERSITY FOR HOOVER INSTITUTION
434 GALVEZ MALLSTANFORDCA940633136PCGENERAL OPERATING SUPPORT$44,110
STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306PCGENERAL OPERATING SUPPORT$10,000
TEXAS A&M UNIVERSITY
400 HARVEY MITCHELL PKWY SOUTHCOLLEGE STATIONTX778454375GOVGENERAL OPERATING SUPPORT$60,000SUITE 300
THE ALEXANDER HAMILTON SOCIETY
1701 RHODE ISLAND AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$278,300
THE CENTER FOR FAMILY JUSTICE INC
753 FAIRFIELD AVENUEBRIDGEPORTCT06604PCGENERAL OPERATING SUPPORT$10,000
THE COLLEGE OF WILLIAM AND MARY
PO BOX 8795WILLIAMSBURGVA231878795PCGENERAL OPERATING SUPPORT$75,000
THE ELECTRIC INFRASTRUCTURE SECURITY COUNCIL INC
10 G STREET NE 6TH FLOORWASHINGTONDC20002PCGENERAL OPERATING SUPPORT$200,000
THE GEORGE WASHINGTON UNIVERSITY
2121 I STREET NWWASHINGTONDC20052PCGENERAL OPERATING SUPPORT$7,500
THE HEALING PLACE INC
1020 W MARKET STREETLOUISVILLEKY40202PCGENERAL OPERATING SUPPORT$1,500
THE HENRY L STEMSON CENTER
1211 CONNECTICUT AVE NW 8TH FLOORWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$50,000
THE INSTITUTE FOR THE STUDY OF WAR
1400 16TH STREET NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$200,000
THE INTERNATIONAL INSTITUTE FOR STRATEGIC STUDIES -IISS AMERICAS
2121 K STREET NW SUITE 600WASHINGTONDC20002PCGENERAL OPERATING SUPPORT$109,890
THE JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA
1101 14TH STREET NW STE 1030WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$100,000
THE MARATHON INITIATIVE
1275 PENNSYLVANIA AVE NW SUITE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$17,000
THE MOSES H CONE MEMORIAL HOSPITAL
1200 NORTH ELM STREETGREENSBORONC27401PCGENERAL OPERATING SUPPORT$10,000
THE MOSES H CONE MEMORIAL HOSPITAL
1200 NORTH ELM STREETGREENSBORONC27401PCGENERAL OPERATING SUPPORT$5,000
THE NATIONAL CAMPAIGN TO PREVENT TEEN PREGNANCY - POWER TO DECIDE
1776 MASSACHUSETTS AVE NW SUITE 2WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$3,000
THE NONPROLIFERATION POLICY EDUCATION CENTER
PO BOX 17678ARLINGTONVA22216PCGENERAL OPERATING SUPPORT$175,000
THE NONPROLIFERATION POLICY EDUCATION CENTER
PO BOX 17679ARLINGTONVA22216PCGENERAL OPERATING SUPPORT$75,248
THE OHIO STATE UNIVERSITY
1960 KENNY ROADCOLUMBUSOH432101063GOVGENERAL OPERATING SUPPORT$7,500
THE OHIO STATE UNIVERSITY
1960 KENNY ROADCOLUMBUSOH432101064GOVGENERAL OPERATING SUPPORT$7,500
THE PETEY GREENE PROGRAM INC
22 STOCKTON STPRINCETONNJ08540PCGENERAL OPERATING SUPPORT$5,000
THE URBAN INSTITUTE
500 LENFANT PLAZA SWWASHINGTONDC20024PCGENERAL OPERATING SUPPORT$250,000
THE URBAN INSTITUTE
500 LENFANT PLAZA SWWASHINGTONDC20024PCGENERAL OPERATING SUPPORT$50,000
THE URBAN INSTITUTE
500 LENFANT PLAZA SWWASHINGTONDC20024PCGENERAL OPERATING SUPPORT$150,000
THE VOLCKER ALLIANCE
39 BROADWAY SUITE 1930NEW YORKNY10006PCGENERAL OPERATING SUPPORT$250,000
THE WISCONSIN PROJECT ON NUCLEAR ARMS CONTROL
1701 K STREET NW STWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$150,000
THOMAS B FORDHAM INSTITUTE
1016 16TH ST NW 8TH FLOORWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$200,000
THOMAS B FORDHAM INSTITUTE
1016 16TH ST NW 8TH FLOORWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$50,000
TRIAD HONOR FLIGHT
PO BOX 8606GREENSBORONC27419PCGENERAL OPERATING SUPPORT$10,000
TRILATERAL COMMISSION NORTH AMERICA
PO BOX 380810CAMBRIDGEMA02238PCGENERAL OPERATING SUPPORT$5,000
TRUSTEES OF BOSTON UNIVERSITY
25 BUICK STREETBOSTONMA021151301PCGENERAL OPERATING SUPPORT$167,000
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
615 WEST 131ST STREETNEW YORKNY100277922PCGENERAL OPERATING SUPPORT$250,000
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
615 WEST 131ST STREETNEW YORKNY100277922PCGENERAL OPERATING SUPPORT$100,000
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
615 WEST 131ST STREETNEW YORKNY100277922PCGENERAL OPERATING SUPPORT$7,500
TRUSTEES OF DARTMOUTH COLLEGE
100 TUCK HALL100 TUCK HALLHANOVERNH03755PCGENERAL OPERATING SUPPORT$8,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA -WARTON SCHOOL OF BUSINESS
3451 WALNUT STREET 5TH FLOORPHILADELPHIAPA191046205PCGENERAL OPERATING SUPPORT$100,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA -WHARTON SCHOOL
3451 WALNUT STREET 5TH FLOORPHILADELPHIAPA191046206PCGENERAL OPERATING SUPPORT$99,275
TRUSTEES OF TUFTS COLLEGE
136 HARRISON AVE 75K-950BOSTONMA02111PCGENERAL OPERATING SUPPORT$50,000
TRUSTEES OF TUFTS COLLEGE
136 HARRISON AVE 75K-950BOSTONMA02111PCGENERAL OPERATING SUPPORT$103,682
TRUSTEES OF WESTMINSTER SCHOOL
995 HOPMEADOW STSIMSBURYCT06070PCGENERAL OPERATING SUPPORT$10,000
U S COMMITTEE FOR HUMAN RIGHTS IN NORTH KOREA
1801 F STREETWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$250,000
UNC HEALTH FOUNDATION INC
PO BOX 309CHAPEL HILLNC275140309PCGENERAL OPERATING SUPPORT$10,000
UNITED STATES NAVAL INSTITUTE
291 WOOD ROADANNAPOLISMD21402PCGENERAL OPERATING SUPPORT$20,000
UNITED WAY OF COASTAL FAIRFIELD COUNTY INC
855 MAIN STREET 10TH FLOORBRIDGEPORTCT06604PCGENERAL OPERATING SUPPORT$10,000
UNITED WAY OF GREATER GREENSBORO
PO BOX 14998GREENSBORONC274154998PCGENERAL OPERATING SUPPORT$10,000
UNITED WAY OF GREATER NEW HAVEN
370 JAMES ST SUITE 403NEW HAVENCT06513PCGENERAL OPERATING SUPPORT$2,500
UNIVERSITY OF CALIFORNIA BERKELEY
1608 FOURTH ST SUITE 220BERKELEYCA947105940PCGENERAL OPERATING SUPPORT$250,000
UNIVERSITY OF CALIFORNIA IRVINE
160 ALDRICH HALLIRVINECA92697PCGENERAL OPERATING SUPPORT$7,500
UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVE MC-0934LA JOLLACA920930934PCGENERAL OPERATING SUPPORT$7,500
UNIVERSITY OF CHICAGO
1126 EAST 59TH STCHICAGOIL60637PCGENERAL OPERATING SUPPORT$7,500
UNIVERSITY OF CONNECTICUT
438 WHITNEY ROAD EXTENSION UNITSTORRSCT062691133PCGENERAL OPERATING SUPPORT$7,5001133
UNIVERSITY OF DENVER
2601 E COLORADO AVENUE ADMINISTRATIDENVERCO802084820PCGENERAL OPERATING SUPPORT$60,000E OFFICE BLDG AOB
UNIVERSITY OF NORTH CAROLINA A CHAPEL HILL (FRANK PORTER GRAHAM CHILD DEVEL
105 SMITH LEVEL ROADCHAPEL HILLNC27599PCGENERAL OPERATING SUPPORT$3,000
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
104 AIRPORT DR SUITE 2200 CB 1350CHAPEL HILLNC275991350PCGENERAL OPERATING SUPPORT$53,120
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOR AUCKLAND ART MUSEUM
CAMPUS BOX 3400CHAPEL HILLNC275993400PCGENERAL OPERATING SUPPORT$7,500
UNIVERSITY OF NORTH CAROLINA CHAPEL HILL ARTS AND SCIENCES FOUNDATION
523 E FRANKLIN STREETCHAPEL HILLNC27514PCGENERAL OPERATING SUPPORT$2,000
UNIVERSITY OF NOTRE DAME
940 GRACE HALLNOTRE DAMEIN465560368PCGENERAL OPERATING SUPPORT$7,500
UNIVERSITY OF NOTRE DAME
940 GRACE HALLNOTRE DAMEIN465560368PCGENERAL OPERATING SUPPORT$300,000
UNIVERSITY OF NOTRE DAME
940 GRACE HALLNOTRE DAMEIN465560368PCGENERAL OPERATING SUPPORT$91,913
UNIVERSITY OF ROCHESTER
518 HYLAN BUILDINGROCHESTERNY14627PCGENERAL OPERATING SUPPORT$81,093
UNIVERSITY OF SOUTH CAROLINA
1600 HAMPTON STREET SUITE 414COLUMBIASC29208GOVGENERAL OPERATING SUPPORT$83,478
UNIVERSITY OF SOUTHERN CALIFORNIA
3720 SOUTH FLOWER STREET CUB 3RDLOS ANGELESCA900890701PCGENERAL OPERATING SUPPORT$69,689FLOOR
UNIVERSITY OF TEXAS AT AUSTIN
2304 WHITIS AVE STOP G9900AUSTINTX78712GOVGENERAL OPERATING SUPPORT$150,000
UNIVERSITY OF WISCONSIN MADISON
21 N PARK STREET SUITE 6401MADISONWI537151218GOVGENERAL OPERATING SUPPORT$155,379
VERMONT CENTER FOR ECOSTUDIES INC
PO BOX 420NORWICHVT05055PCGENERAL OPERATING SUPPORT$10,000
VERMONT INTERNATIONAL FILM FOUNDATION
PO BOX 483BURLINGTONVT05402PCGENERAL OPERATING SUPPORT$5,000
VOLUNTEERS OF AMERICA MID STATES
570 SOUTH 4TH STREETLOUISVILLEKY402022504PCGENERAL OPERATING SUPPORT$1,500
WASHINGTON UNIVERSITY IN ST LOUIS
ONE BROOKINGS DRIVEST LOUISMO63130PCGENERAL OPERATING SUPPORT$164,798
WESTOVER PRESBYTERIAN CHURCH INC
505 MUIRS CHAPEL ROADGREENSBORONC27410PCGENERAL OPERATING SUPPORT$30,000
WESTOVER PRESBYTERIAN CHURCH INC
505 MUIRS CHAPEL ROADGREENSBORONC27410PCGENERAL OPERATING SUPPORT$5,000
WESTOVER PRESBYTERIAN CHURCH INC
505 MUIRS CHAPEL ROADGREENSBORONC27410PCGENERAL OPERATING SUPPORT$10,000
WINSTON PREPARATORY SCHOOL
50 BROAD ST SUITE 402NEW YORKNY10004PCGENERAL OPERATING SUPPORT$20,000
WOODSON CENTER
1625 K STREET NW SUITE 410WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$20,000
WOODSON CENTER
1625 K STREET NW SUITE 410WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$1,000
YALE UNIVERSITY
1080 CHAPEL STNEW HAVENCT065102302PCGENERAL OPERATING SUPPORT$2,500
YALE UNIVERSITY
PO BOX 7611NEW HAVENCT06519PCGENERAL OPERATING SUPPORT$5,000
YALE UNIVERSITY
1080 CHAPEL STNEW HAVENCT065102302PCGENERAL OPERATING SUPPORT$5,000
YALE UNIVERSITY FOR YALE LAW SCHOOL
PO BOX 208327NEW HAVENCT065208327PCGENERAL OPERATING SUPPORT$3,864
YOUTH FOCUS INC
405 PARKWAY AVENUE SUITE AGREENSBORONC27401PCGENERAL OPERATING SUPPORT$15,000
GJRTT FAMILY GRANTS PROGRAM
800 GREEN VALLEY ROAD STE 203GREENSBORONC27408PFGENERAL OPERATING SUPPORT$250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$26,366,668TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (53 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN ACADEMY FOR STRATEGIC EDUCATION
2000 M ST NW SUITE 760WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$825,000
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$319,000
AMERICAN FOREIGN POLICY COUNCIL
509 C STREET NEWASHINGTONDC20002PCGENERAL OPERATING SUPPORT$400,000
AMERICAN INSTITUTES FOR RESEARCH
1000 THOMAS JEFFERSON ST NW SUITEWASHINGTONDC200073855PCGENERAL OPERATING SUPPORT$229,999400
BOSTON UNIVERSITY
881 COMMONWEALTH AVEBOSTONMA022151300PCGENERAL OPERATING SUPPORT$87,973
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NWWASHINGTONDC200362103PCGENERAL OPERATING SUPPORT$150,000
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NWWASHINGTONDC200362103PCGENERAL OPERATING SUPPORT$175,000
BROWN UNIVERSITY
350 EDDY STREETPROVIDENCERI02903PCGENERAL OPERATING SUPPORT$75,569
CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS
1667 K STREET NWWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$150,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$74,701
CHAPEL & YORK U S FOUNDATION
1350 AVENUE OF THE AMERICAS FLOOR 2NEW YORKNY10019PCGENERAL OPERATING SUPPORT$98,324SUITE 266
CLAREMONT MCKENNA COLLEGE
400 NORTH CLAREMONT BLVD 132CLAREMONTCA91711PCGENERAL OPERATING SUPPORT$140,583
COLUMBIA UNIVERSITY
O BOX 29789 GENERAL POST OFFICENEW YORKNY10087PCGENERAL OPERATING SUPPORT$768,248
COUNCIL ON FOREIGN RELATIONS INC
58 EAST 68TH STREETNEW YORKNY10065PCGENERAL OPERATING SUPPORT$170,068
DUI HUA FOUNDATION
450 SUTTER STREET SUITE 900SAN FRANCISCOCA94108PCGENERAL OPERATING SUPPORT$195,000
ELECTROMAGNETIC PULSE TASK FORCE ON NATIONAL AND HOMELAND SECURITY
300 WINDSWEPT ROADMINERALVA23117PCGENERAL OPERATING SUPPORT$148,500
FOREIGN POLICY RESEARCH INSTITUTE
1528 WALNUT STREET SUITE 610PHILADELPHIAPA191023684PCGENERAL OPERATING SUPPORT$111,100
FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC
1800 M STREET SUITE 800-SOUTHWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$100,000
FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC
1801 M STREET SUITE 800-SOUTHWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$400,000
GERMAN MARSHALL FUND OF THE UNITED STATES
1744 R STREET NWWASHINGTONDC20009PCGENERAL OPERATING SUPPORT$100,000
HUDSON INSTITUTE INC
1201 PENNSYLVANIA AVE NW SUITE 400WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$129,031
HUDSON INSTITUTE INC
1202 PENNSYLVANIA AVE NW SUITE 400WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$125,000
INSTITUTE FOR STATE EFFECTIVENESS
1050 30TH ST NWWASHINGTONDC20007PCGENERAL OPERATING SUPPORT$50,000
INSTITUTE FOR THE STUDY OF WAR
1400 16TH STREET NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$389,633
JAMESTOWN FOUNDATION
1310 L STREET NW SUITE 310WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$120,000
JAMESTOWN FOUNDATION
1310 L STREET NW SUITE 310WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$225,000
JOHNS HOPKINS UNIVERSITY
265 GARLAND HALL 3400 NCHARLESBALTIMOREMD21218PCGENERAL OPERATING SUPPORT$79,250STREET
JOHNS HOPKINS UNIVERSITY
265 GARLAND HALL 3400 NCHARLESBALTIMOREMD21218PCGENERAL OPERATING SUPPORT$60,000STREET
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVECAMBRIDGEMA021394307PCGENERAL OPERATING SUPPORT$133,466
MDRC
200 VESEY STREET 23RD FLOORNEW YORKNY10281PCGENERAL OPERATING SUPPORT$200,000
MICHIGAN STATE UNIVERSITY
426 AUDITORIUM RD ROOM 2EAST LANSINGMI48824PCGENERAL OPERATING SUPPORT$200,000
MISSOURI STATE UNIVERSITY FOUNDATION
S JEFFRSON AVE SUITE 100SPRINGFIELDMO658062217PCGENERAL OPERATING SUPPORT$194,370
OBSERVER RESEARCH FOUNDATION AMERICA
1100 17TH ST NW SUITE 501WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$75,000
PACIFIC FORUM
1003 BISHOP STREET PAUAI TOWERHONOLULUHI96813PCGENERAL OPERATING SUPPORT$151,190SUITE 1150
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVECAMBRIDGEMA02138PCGENERAL OPERATING SUPPORT$225,000
PROJECT 2049 INSTITUTE
2300 CLARENDON BLVD SUITE 703ARLINGTONVA22201PCGENERAL OPERATING SUPPORT$50,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
1608 FOURTH ST SUITE 220BERKELEYCA947105940PCGENERAL OPERATING SUPPORT$200,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES
10889 WILSHIRE BLVD SUITE 820LOS ANGELESCA900951406PCGENERAL OPERATING SUPPORT$200,000
RESOURCES FOR THE FUTURE
1616 P STREET NWWASHINGTONDC200361400PCGENERAL OPERATING SUPPORT$300,000
SOUNDWATERS
1281 COVE ROADSTAMFORDCT06902PCGENERAL OPERATING SUPPORT$10,000
THE ALEXANDER HAMILTON SOCIETY
1701 RHODE ISLAND AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$556,600
THE WISCONSIN PROJECT ON NUCLEAR ARMS CONTROL
1701 K STREET NW STWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$150,000
TRUSTEES OF BOSTON UNIVERSITY
25 BUICK STREETBOSTONMA021151301PCGENERAL OPERATING SUPPORT$31,100
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA -WARTON SCHOOL OF BUSINESS
3451 WALNUT STREET 5TH FLOORPHILADELPHIAPA191046205PCGENERAL OPERATING SUPPORT$100,000
U S COMMITTEE FOR HUMAN RIGHTS IN NORTH KOREA
1801 F STREETWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$200,000
UNIVERSITY OF CALIFORNIA BERKELEY
1608 FOURTH ST SUITE 220BERKELEYCA947105940PCGENERAL OPERATING SUPPORT$250,000
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
104 AIRPORT DR SUITE 2200 CB 1350CHAPEL HILLNC275991350PCGENERAL OPERATING SUPPORT$73,221
UNIVERSITY OF NOTRE DAME
940 GRACE HALLNOTRE DAMEIN465560368PCGENERAL OPERATING SUPPORT$300,000
UNIVERSITY OF NOTRE DAME
940 GRACE HALLNOTRE DAMEIN465560368PCGENERAL OPERATING SUPPORT$62,671
UNIVERSITY OF SOUTH CAROLINA
1600 HAMPTON STREET SUITE 414COLUMBIASC29208GOVGENERAL OPERATING SUPPORT$193,356
UNIVERSITY OF SOUTHERN CALIFORNIA
3720 SOUTH FLOWER STREET CUB 3RDLOS ANGELESCA900890701PCGENERAL OPERATING SUPPORT$70,183FLOOR
UNIVERSITY OF TEXAS AT AUSTIN
2304 WHITIS AVE STOP G9900AUSTINTX78712GOVGENERAL OPERATING SUPPORT$450,000
WASHINGTON UNIVERSITY IN ST LOUIS
ONE BROOKINGS DRIVEST LOUISMO63130PCGENERAL OPERATING SUPPORT$160,575
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$10,433,711TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,251ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$52,349UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$8,383,447ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm-$1,271UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$8,120,687ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (10 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
EQUITY IN PARTNERSHIP INCOME(LOSS)523000$1,020,58414-$78,440,005
EQUITY IN INC(LOSS) OF SRF PROPERTIES I (501(A) REAL EST. HOLDING COMPANY)14$1,329,643
EQUITY IN INC(LOSS) OF SRF PROPERTIES II (501(A) REAL EST. HOLDING COMPANY)14-$57,409
EQUITY IN INC(LOSS) OF SRF PROPERTIES III (501(A) REAL EST. HOLDING COMPANY)14$406,784
UNREALIZED GAIN/(LOSS)14$0
GRANTS RETURNED14$504,569
GRANTS CANCELLED14$164,160
DEFERRED TAX BENEFIT14$1,024,000
SALE OF FIXED ASSETS14-$194
MISCELLANEOUS REVENUE14$12

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,071,662UnrelatedBusinessTaxblIncmAmt
Exclusion-$58,560,055ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$57,488,393TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1H SMITH RICHARDSON CHARITABLE TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1701 GREEN VALLEY ROAD SUITE 306AddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP274087096ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,114,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryRSM US LLPCategoryTxt
Amt$110,026Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$110,026DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionFOUNDATION TRUSTEES HEREBY ELECT UNDER TREASURY REGULATION SECTION 53.4942(A)-3(D)(2) TO TREAT $3,114,000 OF GRANTS MADE IN 2022 AS A DISTRIBUTION FROM CORPUS.ElectionDesc

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
AMERICAN ACADEMY FOR STRATEGIC EDUCATION
200 M ST NW SUITE 760WASHINGTONDC200122022-07-13$230,000OUR GRANT IS INTENDED TO HELP FUND THE EDUCATIONAL ACTIVITIES DIRECTLY PERFORMED AND CARRIED OUT BY AASE. THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3).$222,714NO06/25/2021; 07/31/2022; 7/31/2023ON 6/25/21, AASE REFUNDED $85,957 OF UNEXPENDED FUNDS FROM THE ORIGINAL GRANT. AS OF JULY 31, 2023, AASE REFUNDED $57,396 (JULY 2022) AND $7,285.64 (JULY 2023) OF UNEXPENDED FUNDS FROM THE ORIGINAL GRANT. THE GRANT WAS FULLY EXPENDED BY JULY 13, 2023.
GRACE JONES RICHARDSON TESTAMENTARY TRUST
800 GREEN VALLEY ROAD SUITE 203GREENSBORONC274082022-03-23$250,000OUR GRANT IS FOR THE GENERAL GRANT MAKING SUPPORT OF GRACE JONES RICHARDSON TESTAMENTARY TRUST AND MUST BE EXPENDED FOR CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).$0NO12/31/2022
RUSI - ROYAL UNITED SERVICES INSTITUTE RUSI US FOUNDATION
1776 I STREET NW 9TH FLOORWASHINGTONDC200062021-07-13$115,572OUR GRANT IS INTENDED TO HELP FUND THE EDUCATIONAL ACTIVITIES DIRECTLY PERFORMED AND CARRIED OUT BY RUSI. THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3).$115,572NO12/31/2022GRANT FULLY EXPENDED PER FINAL REPORT RECEIVED 12/31/22.
OUTCOMES RESEARCH INSTITUTE
1092 CATHCART WAYSTANFORDCA9430560102022-11-30$200,000AT THE INITIAL AWARD DATE IN JUNE 2021, OUTCOMES RESEARCH INSTITUTE WAS A 501(C)(3) PUBLIC CHARITY. IN SEPTEMBER 2022, THE ORGANIZATION'S EXEMPTION STATUS CHANGED TO PRIVATE NON-OPERATING FOUNDATION. ACCORDINGLY, EXPENDITURE RESPONSIBILITY WAS EXERCISED FOR 2022 AS FOLLOWS:OUR GRANT IS INTENDED TO SPECIFICALLLY SUPPORT THE PROJECT ENTITLED "COMPARATIVE EDUATION POLICY LAB." THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3).NO12/31/2022
FOUNDATION FOR RESILIENT SOCIETIES
52 TECHNOLOGY WAYNASHUANH030602022-07-13$247,500OUR GRANT IS INTENDED TO SPECIFICALLLY SUPPORT THE PROJECT ENTITLED "ELECTRICITY REPORT CARDS FOR THE FIFTY STATES." THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3).$64,596NO12/31/2022, 06/30/2023

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierCONTROLLED ENTITIESIdentifierTxt
Form And Line ReferenceFORM 990-PF, PART VI-A, LINE 11FormAndLineReferenceDesc
Medium ExplanationTHE SMITH RICHARDSON FOUNDATION (EIN 56-0611550) OWNS AN APPROXIMATELY 64.25% INTEREST IN MOORINGS CAPITAL LLC (EIN 56-2280118). MOORINGS CAPITAL LLC'S ADDRESS IS 701 GREEN VALLEY ROAD, SUITE 306, GREENSBORO, NC 27408. SOME OF THE OTHER LLC MEMBERS SHARE COMMON TRUSTEES WITH THE SMITH RICHARDSON FOUNDATION. WHEN THE TRUST'S OWNERSHIP INTEREST IN MOORINGS CAPITAL LLC IS COMBINED WITH THE OTHER LLC MEMBERS, THE TRUST COULD BE CONSIDERED TO OWN A CONTROLLED ENTITY. DURING THE 2022 TAX YEAR, THE SMITH RICHARDSON FOUNDATION DID NOT RECEIVE ANY SPECIFIED PAYMENTS FROM MOORINGS CAPITAL LLC WITHIN THE MEANING OF INTERNAL REVENUE CODE SECTION 512(B)(13)(A).ALSO, THE SMITH RICHARDSON FOUNDATION'S OWNERSHIP INTEREST IN MOORINGS CAPITAL LLC IS NOT AN EXCESS BUSINESS HOLDING UNDER INTERNAL REVENUE CODE SECTION 4943.MOORINGS CAPITAL LLC IS A PARTNERSHIP FOR FEDERAL INCOME TAX PURPOSES, AND IT HAS FOUR PARTNERS/LLC MEMBERS. ALL OF THE MEMBERS ARE TAX EXEMPT ENTITIES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).THIS LLC WAS FORMED FOR THE PURPOSE OF POOLING EACH INDIVIDUAL TAX EXEMPT ENTITY'S SEPARATE INVESTMENTS INTO ONE LARGER INVESTMENT POOL. THIS POOLING OF INVESTMENTS PROVIDES MANY BENEFITS TO THE PARTNERS/MEMBERS WHICH INCLUDE LOWER INVESTMENT MANAGEMENT FEES AND ACCESS TO INVESTMENTS NOT OTHERWISE AVAILABLE. MOORINGS CAPITAL LLC DOES NOT HAVE ANY EMPLOYEES AND ITS ONLY ASSETS ARE THE INVESTMENTS IN LOWER TIER INVESTMENT PARTNERSHIPS. MOORINGS CAPITAL DOES NOT HAVE A CONTROLLING INTEREST IN ANY OF THE LOWER TIER INVESTMENT PARTNERSHIPS THAT IT OWNS. ALSO, NEITHER SMITH RICHARDSON FOUNDATION NOR ANY OTHER PARTNER/LLC MEMBER HAS ANY CONTROLLING INTEREST IN ANY OF THE LOWER TIER INVESTMENTS THAT ARE OWNED BY MOORINGS CAPITAL LLC.DURING THE 2022 TAX YEAR THE SMITH RICHARDSON FOUNDATION RECEIVED $28,300,000 OF CAPITAL DISTRIBUTIONS FROM MOORINGS CAPITAL LLC.MediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPARTNERSHIP EQUITYCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$515,902,008BookValueAmt
EOYFMV$515,902,008EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NEXSEN PRUET LEGAL FEES$635$0$635
BROOKS PIERCE LEGAL FEES$4,361$0$4,361

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
OTHER RECEIVABLES$25,462$22,100$22,100
LEASE ROU ASSET$0$393,731$393,731

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$4,555$0$4,555
CONSULTING FEES$113,848$0$113,848
DUES & SUBSCRIPTIONS$16,340$0$16,340
FURNITURE RENTAL$11,544$0$11,544
INSURANCE$144,519$0$154,507
MAINTENANCE$151,947$0$142,081
OFFICE EXPENSE$40,770$0$40,770
POSTAGE$13,599$0$13,599
TELEPHONE$41,297$0$41,297
UTILITIES$19,217$0$19,217

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (10 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmtRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME FROM MOORINGS CAPITAL LLC$1,690,582
EQUITY IN PARTNERSHIP INCOME(LOSS)-$77,419,421-$78,440,005
EQUITY IN INC(LOSS) OF SRF PROPERTIES I (501(A) REAL EST. HOLDING COMPANY)$1,329,643$1,329,643
EQUITY IN INC(LOSS) OF SRF PROPERTIES II (501(A) REAL EST. HOLDING COMPANY)-$57,409-$57,409
EQUITY IN INC(LOSS) OF SRF PROPERTIES III (501(A) REAL EST. HOLDING COMPANY)$406,784$406,784
GRANTS RETURNED$504,569$504,569
GRANTS CANCELLED$164,160$164,160
DEFERRED TAX BENEFIT$1,024,000$1,024,000
SALE OF FIXED ASSETS-$194-$194
MISCELLANEOUS REVENUE$12$12

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED EXCISE TAX$2,652,000$1,566,632
GRANTS PAYABLE TO SRF I, SRF II, AND SRF III$34,098$0
LEASE ROU OBLIGATION$0$423,217

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CUSTODIAN FEES$114$114$0
EQUITY IN PSHP INCOME(LOSS): INVESTMENT EXPENSES (K-1'S)$0$6,795,741$0
COMPUTER CONSULTING$90,352$0$109,481
OTHER PROFESSIONAL FEES$225,971$0$225,971

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$120,999$0$120,999
FEDERAL EXCISE TAX$237,754$0$0

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINDescDescAmtAmt
MOORINGS CAPITAL LLC
701 GREEN VALLEY ROAD SUITE 306GREENSBORONC27408562280118CASH DISTRIBUTION AS SHOWN ON 2022 SCHEDULE K-1 RCVD FROM PARTNERSHIP.$0
MOORINGS CAPITAL LLC
701 GREEN VALLEY ROAD SUITE 306GREENSBORONC27408562280118REIMBURSEMENT FOR SERVICES PROVIDED TO MOORINGS CAPITAL, LLC.$0
FieldValueIRS element (for citing)
Total$30,288,626TotalAmt