AKAMAI FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AKAMAI FOUNDATION INC (EIN 04-3530777)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-12
- IRS object ID
- 202333169349100268
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-12T16:01:43-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 043530777 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Akamai Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Kara DiGiacomo | InCareOfNm |
| Business Name Control | AKAM | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 BROADWAY | AddressLine1Txt |
| City | Cambridge | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02142 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Neshat | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | David | PersonFirstNm |
| Person Last | Neshat | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $62,947,035 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $21,570 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,570 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,236,243 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,236,243 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,634,428 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,300,446 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $934 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | -$375,681 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,257,813 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $160,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $160,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $45,051 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $45,051 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $543,696 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $221,003 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $322,693 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $60,446 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,146 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,475 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,475 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $167,984 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $167,984 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $978,652 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $224,149 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $697,203 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,690,408 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,690,408 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,669,060 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $224,149 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,387,611 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,044,741 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,033,664 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,571,004 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,246,934 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,246,934 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $569,350 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $546,757 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $496,300 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $66,698,208 | CorporateStockBOYAmt |
| Corporate Stock EOY | $65,058,904 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $59,933,651 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $390,049 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $331,275 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $270,150 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $72,228,611 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,183,870 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,947,035 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $72,228,611 | RetainedEarningBOYAmt |
| Retained Earning EOY | $68,183,870 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $72,228,611 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $68,183,870 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $72,228,611 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $68,183,870 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $72,228,611 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,044,741 | ExcessRevenueOverExpensesAmt |
| Subtotal | $68,183,870 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $68,183,870 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $11,300,446 | GrossSalesPriceAmt |
| Cost Or Other Basis | $12,934,874 | CostOrOtherBasisAmt |
| Gain Or Loss | -$1,634,428 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$1,634,428 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,634,428 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,368 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,368 | SubtotalAmt |
| Tax Based On Investment Income | $14,368 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,786 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,900 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $14,686 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $318 | OverpaymentAmt |
| Applied To ES Tax | $318 | AppliedToESTaxAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | 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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kara DiGiacomo | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | AKAMAI TECHN INC 145 BROADWAY | AddressLine1Txt |
| City | Cambridge | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02142 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (true) | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Natalie Billingham | ||||||||
| 145 BROADWAY | Cambridge | MA | 02142 | Dir | 1.0 | $0 | $0 | $0 |
| George Conrades | ||||||||
| 145 BROADWAY | Cambridge | MA | 02142 | Dir | 1.0 | $0 | $0 | $0 |
| Kara DiGiacomo | ||||||||
| 145 BROADWAY | Cambridge | MA | 02142 | Assistant Sec | 1.0 | $0 | $0 | $0 |
| James Kretchmar | ||||||||
| 145 BROADWAY | Cambridge | MA | 02142 | Dir | 1.0 | $0 | $0 | $0 |
| F Thomson Leighton | ||||||||
| 145 BROADWAY | Cambridge | MA | 02142 | Dir | 1.0 | $0 | $0 | $0 |
| Rachel Lipton | ||||||||
| 145 BROADWAY | Cambridge | MA | 02142 | Sec | 1.0 | $0 | $0 | $0 |
| Prasad Mandava | ||||||||
| 145 BROADWAY | Cambridge | MA | 02142 | Dir | 1.0 | $0 | $0 | $0 |
| David Neshat | ||||||||
| 145 BROADWAY | Cambridge | MA | 02142 | Treas | 1.0 | $0 | $0 | $0 |
| Kim Salem-Jackson | ||||||||
| 145 BROADWAY | Cambridge | MA | 02142 | Dir | 1.0 | $0 | $0 | $0 |
| Khalil Smith | ||||||||
| 145 BROADWAY | Cambridge | MA | 02142 | Pres | 1.0 | $0 | $0 | $0 |
| Lauren Van Wazer | ||||||||
| 145 BROADWAY | Cambridge | MA | 02142 | Dir | 1.0 | $0 | $0 | $0 |
| Anthony Williams | ||||||||
| 145 BROADWAY | Cambridge | MA | 02142 | Dir | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARA DIGIACOMO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 BROADWAY | AddressLine1Txt |
| City | Cambridge | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02142 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $160,000 | CompensationAmt |
| Employee Benefits | $33,200 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Collective Next LLC | |||||
| PO Box 3621 | Boston | MA | 022413621 | Philanthropic CONS | $218,579 |
| Morgan Stanley | |||||
| 28 state street 26th floor | BOSTON | MA | 02109 | Investment Mgmt | $212,895 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $94,200 |
| WeSpire | |||||
| 50 Milk Street Floor 16 | Boston | MA | 02109 | Philanthropic CONS | $85,113 |
| Promocentric | |||||
| 5 Forbes Road | Newmarket | NH | 03857 | APPAREL PRODUCTION | $55,683 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DANNY LEWIN COMMUNITY CARE DAYS: AKAMAI EMPLOYEES WORK TOGETHER TO HONOR AND CELEBRATE CO-FOUNDER DANNY LEWIN'S SPIRIT BY GIVING BACK TO LOCAL COMMUNITIES AROUND THE WORLD | Description1Txt |
| Expenses1 | $79,414 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $64,892,294 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,629,813 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,522,107 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $68,522,107 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,027,832 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,494,275 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,374,714 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,374,714 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,368 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,368 | TotalTaxAmt |
| Distributable Before Adj | $3,360,346 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,360,346 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,360,346 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,387,611 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,387,611 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,360,346 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,064,849 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Qualifying Distributions | $3,387,611 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,064,849 | AppliedToYear1Amt |
| Applied To Current Year | $1,322,762 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $2,037,584 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FOUNDATION SOURCE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WALLS DRIVE 3RD FL | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8008391754 | RecipientPhoneNum |
| Form And Info And Materials | HTTPS://WWW.AKAMAI.COM/US/EN/ABOUT/CORPORATE-RESPONSIBILITY/AKAMAI -FOUNDATION.JSP | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | HTTPS://WWW.AKAMAI.COM/US/EN/ABOUT/CORPORATE-RESPONSIBILITY/AKAMAI -FOUNDATION.JSP | SubmissionDeadlinesTxt |
| Restrictions On Awards | HTTPS://WWW.AKAMAI.COM/US/EN/ABOUT/CORPORATE-RESPONSIBILITY/AKAMAI -FOUNDATION.JSP | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (107 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ABUSED & HOMELESS CHILDRENS REFUGE | ||||||||||||
| PO BOX 694 | DUNN LORING | VA | 22027 | N/A | PC | 2022 Beacon of Hope Virtual Fundraiser | $3,300 | |||||
| AKSHARA FOUNDATION | ||||||||||||
| N/A | NC | Expenditure Responsibility Grant | $50,000 | NO 621 5TH MAIN OMBR LAYOUT | BANGALORE | IN | 560043 | |||||
| AKSHAYA PATRA FOUNDATION USA | ||||||||||||
| 6800 OWENSMOUTH AVE STE 230 | CANOGA PARK | CA | 91303 | N/A | PC | Mid-day meal program | $4,000 | |||||
| AMERICAS VETDOGS THE VETERANS K9 CORPS INC | ||||||||||||
| 371 E JERICHO TPKE | SMITHTOWN | NY | 11787 | N/A | PC | General Operating Support | $2,250 | |||||
| ASIAN MENTAL HEALTH COLLECTIVE | ||||||||||||
| 613 PARK LN | FRIENDSWOOD | TX | 77546 | N/A | PC | Community based mental health services | $5,000 | |||||
| ASOCIACION ROCKET GIRLS | ||||||||||||
| N/A | NC | Expenditure Responsibility Grant | $65,000 | CINCUENTA METROS AL OESTE BAR SAN L | DESAMPARADOS | CS | 11801 | SAN JOSE | ||||
| AUTISTIC WOMEN & NONBINARY NETWORK INC | ||||||||||||
| 5100 VAN DORN ST UNIT 6633 | LINCOLN | NE | 68506 | N/A | PC | General Operating Support | $2,500 | |||||
| BIG SISTER ASSOCIATION OF GREATER BOSTON INC | ||||||||||||
| 20 PARK PLZ STE 1420 | BOSTON | MA | 02116 | N/A | PC | Project Role Model Fashion Show | $5,000 | |||||
| BMORE EMPOWERED INC | ||||||||||||
| 636 N GILMOR ST | BALTIMORE | MD | 21217 | N/A | PC | Be. Virtual fund | $7,500 | |||||
| BOSTON CARES INC | ||||||||||||
| 10 CITY SQ STE 6 | CHARLESTOWN | MA | 02129 | N/A | PC | Hands at Work Akamai Service Days | $50,400 | |||||
| BOSTON CHINATOWN NEIGHBORHOOD CENTER INC | ||||||||||||
| 38 ASH ST | BOSTON | MA | 02111 | N/A | PC | Pao Arts Center Experience Chinatown Arts Festival | $2,500 | |||||
| BOYS AND GIRLS CLUBS OF BOSTON INC | ||||||||||||
| 200 HIGH ST LBBY 3 | BOSTON | MA | 02110 | N/A | PC | Technology/STEM Programming | $10,000 | |||||
| BOYS AND GIRLS CLUBS OF DORCHESTER INC | ||||||||||||
| 1135 DORCHESTER AVE | DORCHESTER | MA | 02125 | N/A | PC | STEM Education | $15,000 | |||||
| BOYS AND GIRLS CLUBS OF METROWEST INC | ||||||||||||
| 169 PLEASANT ST | MARLBOROUGH | MA | 01752 | N/A | PC | CLub Tech at the Framingham Clubhouse | $2,500 | |||||
| BREAKTHROUGH GREATER BOSTON INC | ||||||||||||
| PO BOX 381486 | CAMBRIDGE | MA | 02238 | N/A | PC | Full STEAM Ahead | $25,000 | |||||
| BROOKVIEW HOUSE INC | ||||||||||||
| 2 BROOKVIEW ST | DORCHESTER | MA | 02124 | N/A | PC | 21st Century Careers in STEM | $15,000 | |||||
| BROOKVIEW HOUSE INC | ||||||||||||
| 2 BROOKVIEW ST | DORCHESTER | MA | 02124 | N/A | PC | 21st Century Workforce Skills | $10,000 | |||||
| CALCULUS PROJECT INC | ||||||||||||
| 168 POND ST | RANDOLPH | MA | 02368 | N/A | PC | The Calculus Project & Leadership Academy | $25,000 | |||||
| CANARY ACADEMY ONLINE INC | ||||||||||||
| PO BOX 4427 | MIDLOTHIAN | VA | 23112 | N/A | PC | Project STEAM LEAP! | $1,500 | |||||
| CENTER FOR EXCELLENCE IN EDUCATION | ||||||||||||
| 7918 JONES BRANCH DR STE 700 | MCLEAN | VA | 22102 | N/A | PC | STEM Teacher Enrichment Program and STEM Lyceums | $25,000 | |||||
| CHARITIES AID FOUNDATION AMERICA | ||||||||||||
| 225 REINEKERS LN STE 375 | ALEXANDRIA | VA | 22314 | N/A | PC | Children's Health Foundation - Clash of the Companies | $1,609 | |||||
| CHARITIES AID FOUNDATION AMERICA | ||||||||||||
| 225 REINEKERS LN STE 375 | ALEXANDRIA | VA | 22314 | N/A | PC | Wesley Community Services | $3,261 | |||||
| CHARITIES AID FOUNDATION AMERICA | ||||||||||||
| 225 REINEKERS LN STE 375 | ALEXANDRIA | VA | 22314 | N/A | PC | Campaign Germany Helps, in support of the crisis in Ukraine | $16,304 | |||||
| CHARITIES AID FOUNDATION AMERICA | ||||||||||||
| 225 REINEKERS LN STE 375 | ALEXANDRIA | VA | 22314 | N/A | PC | Ukrainian Women's Fund | $10,870 | |||||
| CHARLES RIVER WATERSHED ASSOCIATION INC | ||||||||||||
| 41 WEST ST 8TH FLOOR NO 800 | BOSTON | MA | 02111 | N/A | PC | Earth Month | $1,500 | |||||
| CHICKTECH | ||||||||||||
| 921 SW WASHINGTON ST STE 316 | PORTLAND | OR | 97205 | N/A | PC | Intergenerational Community through ChickTech | $28,000 | |||||
| CITIZEN SCHOOLS INC | ||||||||||||
| 1 BEACON ST | BOSTON | MA | 02108 | N/A | PC | Elevating Voices for Equity Event | $5,000 | |||||
| CLEAR PATH FOR VETERANS NEW ENGLAND INC | ||||||||||||
| PO BOX 2073 | DEVENS | MA | 01434 | N/A | PC | General Operating Support | $2,250 | |||||
| CODEART INC | ||||||||||||
| 550 NW 42ND AVE | MIAMI | FL | 33126 | N/A | PC | Future Tech LeadHERs | $7,500 | |||||
| CORNERSTONES INC | ||||||||||||
| 11150 SUNSET HILLS RD STE 210 | RESTON | VA | 20190 | N/A | PC | Out-of-School-Time (OST) Learning Enrichment and Career Exploration | $13,500 | |||||
| ELIZABETH PEABODY HOUSE ASSOCIATION | ||||||||||||
| 275 BROADWAY 277 | SOMERVILLE | MA | 02145 | N/A | PC | School Age Program Enrichment | $3,300 | |||||
| EMERGENCY ASSISTANCE FOUNDATION INC | ||||||||||||
| 700 S DIXIE HWY STE 200 | WEST PALM BCH | FL | 33401 | N/A | PC | Akamai Compassion Fund | $125,000 | |||||
| FFWD | ||||||||||||
| 1002A OREILLY AVE | SAN FRANCISCO | CA | 94129 | N/A | PC | women and BIPOC Fast Forward alumni tech nonprofit founders for further wraparound support | $100,000 | |||||
| FLORIDA CONFERENCE ASSOCIATION OF SDA | ||||||||||||
| 351 S STATE RD 434 | ALTAMONTE | FL | 32714 | N/A | PC | Innovation Inititiave | $2,000 | |||||
| FOOD FOR FREE COMMITTEES INC | ||||||||||||
| 11 INMAN ST | CAMBRIDGE | MA | 02139 | N/A | PC | Volunteer Event | $1,500 | |||||
| FOODBANK AUSTRALIA LIMITED | ||||||||||||
| N/A | PC | General & Unrestricted | $10,000 | 11 JULIUS AVE | NORTH RYDE | AS | 2113 | NEW SOUTH WALES | ||||
| FOR INSPIRATION AND RECOGNITION OF SCIENCE AND TEC | ||||||||||||
| 200 BEDFORD ST | MANCHESTER | NH | 03101 | N/A | PC | New England Program Support and Growth | $20,000 | |||||
| FRIENDS NEVER FORGET | ||||||||||||
| PO BOX 303 | SHIRLEY | MA | 01464 | N/A | PC | Operation Camp | $2,250 | |||||
| FUNDACION FUNDAVIDA | ||||||||||||
| N/A | NC | Expenditure Responsibility Grant | $35,000 | CUIDADELA 25 DE JULIO | HATILLO | CS | ||||||
| FUNDACJA EDUKACJA DLA PRZYSZLOSCI | ||||||||||||
| N/A | NC | Expenditure Responsibility Grant | $20,000 | IL HOZA 86 | WARSAW | PL | 00-682 | |||||
| FUNDACJA MAMO PRACUJ | ||||||||||||
| N/A | NC | Expenditure Responsibility Grant | $10,000 | UL ZAMKNIETA 10 LOK 15 | KRAKOW | PL | 30-554 | |||||
| FUNDACJA ROZWOJU EDUKACJI MATEMATYCZNEJ | ||||||||||||
| N/A | NC | Expenditure Responsibility Grant | $17,000 | UL BRAZYLIJSKA 9A/46 | WARSZAWA | PL | 03-946 | |||||
| FUNDACJA SARIGATO | ||||||||||||
| N/A | NC | Expenditure Responsibility Grant | $30,000 | UL ADAMA VETULANIEGO 14/2 | KRAKOW | PL | 31-226 | |||||
| FUNDACJA UNIWERSYTET DZIECI | ||||||||||||
| N/A | NC | Expenditure Responsibility Grant | $50,000 | UL MYDLARSKA 4 | KRAKOW | PL | 30-703 | |||||
| GENESYS WORKS | ||||||||||||
| 1721 BROADWAY STE 201 | OAKLAND | CA | 94612 | N/A | PC | Data Analytics Training for Young People of Color | $21,000 | |||||
| GIRLS INCORPORATED OF GREATER ATLANTA | ||||||||||||
| 461 MANGET ST SE | MARIETTA | GA | 30060 | N/A | PC | Girls Inc. STEM Programming | $7,000 | |||||
| GIRLS WHO CODE INC | ||||||||||||
| 28 W 23RD ST 4TH FL | NEW YORK | NY | 10010 | N/A | PC | 2022 GWC Clubs | $25,000 | |||||
| GIVE2ASIA | ||||||||||||
| 2201 BROADWAY ST 4TH FL | OAKLAND | CA | 94612 | N/A | PC | Dream A Dream | $5,263 | |||||
| GIVINGA FOUNDATION INC | ||||||||||||
| 396 WASHINGTON ST 307 | WELLESLEY | MA | 02481 | N/A | PC | Ukraine fund | $121,726 | |||||
| GLOBALGIVING FOUNDATION INC | ||||||||||||
| 1 THOMAS CIR NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PC | YouMeWe - computers for Japanese Orphanages fund | $3,500 | |||||
| GLOBALGIVING FOUNDATION INC | ||||||||||||
| 1 THOMAS CIR NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PC | Safeguarding Ol Pejeta's Rhino Populations | $1,000 | |||||
| GLOBALGIVING FOUNDATION INC | ||||||||||||
| 1 THOMAS CIR NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PC | Healing Children's Hearts in Costa Rica and Beyond | $1,000 | |||||
| GLOBALGIVING FOUNDATION INC | ||||||||||||
| 1 THOMAS CIR NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PC | Gender Equality Japan Project | $3,500 | |||||
| GLOBALGIVING FOUNDATION INC | ||||||||||||
| 1 THOMAS CIR NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PC | Ukraine Crisis Relief Fund | $10,000 | |||||
| GLOBALGIVING FOUNDATION INC | ||||||||||||
| 1 THOMAS CIR NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PC | German Red Cross | $1,000 | |||||
| GLOBALGIVING FOUNDATION INC | ||||||||||||
| 1 THOMAS CIR NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PC | Empowering Women in India at Every Stage of Life | $5,000 | |||||
| GLOBALGIVING FOUNDATION INC | ||||||||||||
| 1 THOMAS CIR NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PC | Instituto Sinal do Vale | $1,000 | |||||
| GROUNDWORK SOMERVILLE INC | ||||||||||||
| 337 SOMERVILLE AVE SUITE 2B | SOMERVILLE | MA | 02143 | N/A | PC | Danny Lewin Corporate Volunteer Workday Event | $575 | |||||
| HACK FOUNDATION | ||||||||||||
| 8605 SANTA MONICA BLVD 86294 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | Codefy | $7,500 | |||||
| HACK THE HOOD INC | ||||||||||||
| 439 INTERNATIONAL BLVD STE 1 | OAKLAND | CA | 94606 | N/A | PC | Hustle, Build and Drive programs | $50,000 | |||||
| HIDDEN GENIUS PROJECT | ||||||||||||
| 2934 TELEGRAPH AVE | OAKLAND | CA | 94609 | N/A | PC | Intensive Immersion Program & Catalyst Programs | $55,000 | |||||
| HIDDEN GENIUS PROJECT | ||||||||||||
| 2934 TELEGRAPH AVE | OAKLAND | CA | 94609 | N/A | PC | Intensive Immersion Program | $100,000 | |||||
| INNOVATORS FOR PURPOSE | ||||||||||||
| 825 MAIN ST | ACTON | MA | 01720 | N/A | PC | iFp Studios | $25,000 | |||||
| INTERISE INC | ||||||||||||
| 197 PORTLAND ST SUITE 200 | BOSTON | MA | 02114 | N/A | PC | StreetWise and Small Business Stronger | $50,000 | |||||
| INTERNATIONAL MEDICAL CORPS | ||||||||||||
| 12400 WILSHIRE BLVD STE 1500 | LOS ANGELES | CA | 90025 | N/A | PC | Ukraine Crisis Response | $100,000 | |||||
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | the Ukraine crisis | $10,000 | |||||
| INVISIBLE GIRL PROJECT | ||||||||||||
| PO BOX 99068 | RALEIGH | NC | 27624 | N/A | PC | General Operating Support | $3,000 | |||||
| IT WOMEN FOUNDATION INC | ||||||||||||
| 3845 W HIBISCUS ST | WESTON | FL | 33332 | N/A | PC | ITWomen Robotics & Coding Summer Camp | $14,000 | |||||
| JR TECH INC | ||||||||||||
| PO BOX 593 | OSTERVILLE | MA | 02655 | N/A | PC | Girls STEM Summit-Statewide 2022 | $20,000 | |||||
| KATALYST EDUCATION | ||||||||||||
| N/A | NC | Expenditure Responsibility Grant | $50,000 | GROCHOWSKA 312 | WARSAW | PL | 03-839 | |||||
| KIDS IN TECH | ||||||||||||
| PO BOX 9057 | LOWELL | MA | 01853 | N/A | PC | After School Technology Clubs | $25,000 | |||||
| LATINO STEM ALLIANCE | ||||||||||||
| 20 MORAINE ST | BOSTON | MA | 02130 | N/A | PC | Project-based Robotic and STEM Exploration | $25,000 | |||||
| LEARN FRESH EDUCATION CO | ||||||||||||
| 51 N 3RD ST STE 240 | PHILADELPHIA | PA | 19106 | N/A | PC | NBA Math Hoops Atlanta Impact | $9,000 | |||||
| MAGNET EDUCATIONAL CHOICE ASSOCIATION INC | ||||||||||||
| 1501 NE 2ND AVE SUITE 341 | MIAMI | FL | 33132 | N/A | PC | NAF Mega Student Industry Conference | $10,000 | |||||
| MASS INSIGHT EDUCATION AND RESEARCH INSTITUTE INC | ||||||||||||
| 69 CANAL ST STE 3 | BOSTON | MA | 02114 | N/A | PC | Accelerating Student Opportunity in AP: Mi's AP STEM & English Program | $25,000 | |||||
| MASSACHUSETTS INSTITUTE OF TECH | ||||||||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | N/A | PC | MIT Online Science, Technology and Engineering Community (MOSTEC) | $15,000 | |||||
| MASSACHUSETTS INSTITUTE OF TECH | ||||||||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | N/A | PC | Yulia's Dream for PRIMES Fund | $10,000 | |||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | ||||||||||||
| 600 MEMORIAL DR BLDG W98-300 | CAMBRIDGE | MA | 02139 | N/A | PC | MIT Open Learning - MIT ReACT /NET | $50,000 | |||||
| MATHEMATICAL ASSOCIATION OF AMERICA INCORPORATED | ||||||||||||
| 11 DUPONT CIR NW STE 200 | WASHINGTON | DC | 20036 | N/A | PC | AMC4ALL - Advancing Mathematics for Traditionally Underrepresented Students | $25,000 | |||||
| NATIONAL DISABILITY RIGHTS NETWORK INC | ||||||||||||
| 820 1ST ST NE STE 740 | WASHINGTON | DC | 20002 | N/A | PC | General Operating Support | $2,500 | |||||
| NORTHEASTERN UNIVERSITY | ||||||||||||
| 360 HUNTINGTON AVE 216110 | BOSTON | MA | 02115 | N/A | PC | Akamai Foundation A2M4Tech Fund | $250,000 | |||||
| NPOWER NY INC | ||||||||||||
| 55 WASHINGTON ST STE 560 | BROOKLYN | NY | 11201 | N/A | PC | Advanced Trainings Program | $100,000 | |||||
| OPERATION 300 INC | ||||||||||||
| PO BOX 3 | PORT SALERNO | FL | 34992 | N/A | PC | General Operating Support | $1,000 | |||||
| PER SCHOLAS INC | ||||||||||||
| 804 E 138TH ST 2ND FL | BRONX | NY | 10454 | N/A | PC | General & Unrestricted | $100,000 | |||||
| PROJECT LIFT INC | ||||||||||||
| 1330 SW 34TH ST | PALM CITY | FL | 34990 | N/A | PC | Technology Meets the Trades | $6,000 | |||||
| PROJECT NEW HOPE INC | ||||||||||||
| 70 JAMES ST STE 155 | WORCESTER | MA | 01603 | N/A | PC | Project New Hope, Inc. | $2,250 | |||||
| PROJECT TF | ||||||||||||
| 548 MARKET ST 27707 | SAN FRANCISCO | CA | 94104 | N/A | PC | Code2040 Fellows Program and Movement Building to create a more equitable and diverse tech ecosystem | $50,000 | |||||
| PROSPECT HILL ACADEMY CHARTER SCHOOL FOUNDATION IN | ||||||||||||
| 50 ESSEX ST | CAMBRIDGE | MA | 02139 | N/A | PC | PHA Innovation and Media Library program | $25,000 | |||||
| RESILIENT CODERS INC | ||||||||||||
| 50 MILK ST 16TH FL | BOSTON | MA | 02109 | N/A | PC | General & Unrestricted | $50,000 | |||||
| RESPECTABILITY | ||||||||||||
| 43 TOWN AND COUNTRY DR STE 119 18 | FREDERICKSBRG | VA | 22405 | N/A | PC | General Operating Support | $5,000 | |||||
| SAVE THE CHILDREN FEDERATION INC | ||||||||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | the Ukraine crisis | $10,000 | |||||
| SCIENCE & ENGINEERING EDUCATION DEVELOPMENT SEED I | ||||||||||||
| 32 WISTERIA DR | PLAINVILLE | MA | 02762 | N/A | PC | Expanding Hand-On Science Access to the Underserved at the Edison School, Boston | $15,000 | |||||
| SCIENCE CLUB FOR GIRLS INC | ||||||||||||
| 136 MAGAZINE ST | CAMBRIDGE | MA | 02139 | N/A | PC | Science Club for GirlsMode Programming | $30,000 | |||||
| SCIENCE FROM SCIENTISTS INC | ||||||||||||
| 1 DEANGELO DR STE C | BEDFORD | MA | 01730 | N/A | PC | During-School STEM Enrichment Program at Greater Boston Title 1 Public Schools | $15,000 | |||||
| SOCIETY FOR SCIENCE AND THE PUBLIC | ||||||||||||
| 1719 N ST NW | WASHINGTON | DC | 20036 | N/A | PC | Grand Award Category fund in Mathematics at the International Science and Engineering Fair | $100,000 | |||||
| STEAMSPORT INC | ||||||||||||
| 265 JANNEY CIR | MCDONOUGH | GA | 30253 | N/A | PC | I.T. Careers Pathway Program | $9,000 | |||||
| STEM FROM DANCE INC | ||||||||||||
| 315 EMPIRE BLVD UNIT 250562 | BROOKLYN | NY | 11225 | N/A | PC | Expanding STEM From Dance to reach more girls | $15,000 | |||||
| STEM FROM DANCE INC | ||||||||||||
| 315 EMPIRE BLVD UNIT 250562 | BROOKLYN | NY | 11225 | N/A | PC | NASDAQ Performance | $2,500 | |||||
| STREETCODE ACADEMY | ||||||||||||
| PO BOX 51867 | E PALO ALTO | CA | 94303 | N/A | PC | StreetCode Youth Accelerator: Mindset, Skills & Access | $6,000 | |||||
| TECH KIDS UNLIMITED | ||||||||||||
| CO 370 JAY ST 3RD FL | BROOKLYN | NY | 11201 | N/A | PC | Career Ladder for Neurodiverse Students in STEM | $10,000 | |||||
| THE HADANOU COLLECTIVE | ||||||||||||
| 1625 N DOWNING ST | DENVER | CO | 80218 | N/A | PC | Asian Girls Ignite | $2,500 | |||||
| THE INTERNATIONALER BUND FOUNDATION POLAND | ||||||||||||
| N/A | PC | local community and education work; particularly that in support of Ukraine refugees | $25,000 | AL DASZYNSKIEGO 22 | KRAKOW | PL | 31534 | |||||
| THE TREVOR PROJECT INC | ||||||||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | General Operating Support | $10,000 | |||||
| UNITED NEGRO COLLEGE FUND INC | ||||||||||||
| 1805 7TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | UNCF TechHub | $100,000 | |||||
| VERITAS EDUCATION LEADERS | ||||||||||||
| 8290 OLD COURTHOUSE RD STE B | VIENNA | VA | 22182 | N/A | PC | BranchOut! | $3,300 | |||||
| WE CARE CHARITY INC | ||||||||||||
| 16 DEERFIELD ST | SALEM | NH | 03079 | N/A | PC | Feeding the homeless | $3,000 | |||||
| YOUNG PEOPLES PROJECT INC | ||||||||||||
| 99 BISHOP ALLEN DR | CAMBRIDGE | MA | 02139 | N/A | PC | YPP Flagway Elective and Math for Education | $15,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,690,408 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,570 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,236,243 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,634,428 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $934 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$375,681 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$375,681 | 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 |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (24 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Province Or StateForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FUNDACJA ROZWOJU EDUKACJI MATEMATYCZNEJ | |||||||||||
| UL BRAZYLIJSKA 9A/46 | WARSZAWA | PL | 03-946 | 2020-12-10 | $14,000 | To support the Math Room project | $14,000 | NO | 6/20/2021, 4/25/2022 | NONE NECESSARY | |
| FUNDACJA MALOPOLSKI UNIWERSYTET DLA DZIE | |||||||||||
| ul Swietego Stanislawa 32 | Trzebinia | PL | 32-540 | 2020-12-01 | $6,865 | To support the We Are The Future project | $6,865 | NO | 6/19/2021, 3/29/2022 | NONE NECESSARY | |
| FUNDACJA EDUKACJA DLA PRZYSZLOSCI | |||||||||||
| ul Hoza 86 | Warsaw | PL | 00-682 | 2020-11-23 | $30,000 | To support Math, Science, and Engineering - Khan Academy and Beyond | $30,000 | NO | 6/15/2021, 4/3/2022 | NONE NECESSARY | |
| ASOCIACION ROCKET GIRLS | |||||||||||
| CALLE 31 31 | SAN JOSE | CS | 10104 | 2020-12-04 | $25,000 | To support the Science and Technology for Girls Project | $25,000 | NO | 7/13/2021, 5/31/2022 | NONE NECESSARY | SAN PEDRO |
| AKSHARA FOUNDATION | |||||||||||
| No 621 5th Main OMBR Layout | Bangalore | IN | 560043 | 2020-11-20 | $50,000 | To support Ganitha Kalika Andolana (GKA) - Math Learning Movement | $50,000 | NO | 8/27/2021, 8/26/2022 | NONE NECESSARY | |
| FUNDACION FUNDAVIDA | |||||||||||
| CUIDADELA 25 DE JULIO | HATILLO | CS | 2020-12-11 | $40,000 | To support the Empowering at-risk youth through STEM project | $40,000 | NO | 2/10/2022, 7/26/2022 | NONE NECESSARY | ||
| UNITED WAY OF BENGALURU | |||||||||||
| 5 CRIMSON COURT 3RD FLOOR | BENGALURU | IN | 2019-11-20 | $10,000 | TO SUPPORT THE REBUILDING OF COMMUNITIES AFFECTED BY FLOODS IN NORTH KARNATAKA | $10,000 | NO | 10/7/2020, 1/17/2022 | NONE NECESSARY | ||
| STUDENT PARTNERSHIP WORLDWIDE INDIA PROJ | |||||||||||
| B-117 2nd Fl Sarvodaya Enclave | New Delhi | IN | 110017 | 2021-12-17 | $40,000 | To support From dreams to reality: STEM for Older Adolescent Girls | $0 | NO | 1/3/2023 | NONE NECESSARY | |
| FUNDACJA UNIWERSYTET DZIECI | |||||||||||
| ul Mydlarska 4 | Krakow | PL | 30-703 | 2021-10-12 | $50,000 | To support the Children's University in the Classroom project | $50,000 | NO | 10/23/2022 | NONE NECESSARY | |
| FUNDACJA SARIGATO | |||||||||||
| UL ADAMA VETULANIEGO 14/2 | KRAKOW | PL | 31-226 | 2021-10-05 | $40,000 | Hakersi Support for digitally excluded kids | $40,000 | NO | 4/11/2022, 5/30/2023 | NONE NECESSARY | |
| FUNDACJA MAMO PRACUJ | |||||||||||
| UL ZAMKNIETA 10 LOK 15 | KRAKOW | PL | 30-554 | 2021-10-14 | $5,000 | To support the Do IT, Mommy! project | $5,000 | NO | 5/26/2022, 2/17/2023 | NONE NECESSARY | |
| FUNDACJA MALOPOLSKI UNIWERSYTET DLA DZIE | |||||||||||
| ul Swietego Stanislawa 32 | Trzebinia | PL | 32-540 | 2021-10-06 | $15,000 | To support STEM Uni | $15,000 | NO | 3/31/2022, 3/14/2023 | NONE NECESSARY | |
| FUNDACJA EDUKACJNA OLIMPIJSKIE KOLO INFO | |||||||||||
| LUCERNY 6 | WARSZAWA | PL | 04-687 | 2021-10-12 | $15,000 | To support the master of Programming Contest | $11,301 | NO | 5/25/2022, 5/4/2023 | NONE NECESSARY | MAZOWIECKIE |
| FUNDACION FUNDAVIDA | |||||||||||
| CUIDADELA 25 DE JULIO | HATILLO | CS | 2021-10-14 | $33,000 | To support the Be All You Can Be: STEAM Training Modules for Girls project | $8,850 | NO | 2/28/2023 | NONE NECESSARY | ||
| ASOCIACION ROCKET GIRLS | |||||||||||
| CALLE 31 31 | SAN JOSE | CS | 10104 | 2021-10-14 | $33,000 | To support the Launching the Tech Skills of the future project | $33,000 | NO | 5/31/2022, 5/30/2023 | NONE NECESSARY | SAN PEDRO |
| FUNDACJA UNIWERSYTET DZIECI | |||||||||||
| ul Mydlarska 4 | Krakow | PL | 30-703 | 2022-10-19 | $50,000 | To support the Children's University in the Classroom project | NO | EXPECTED IN 2023 | NONE NECESSARY | ||
| FUNDACJA EDUKACJA DLA PRZYSZLOSCI | |||||||||||
| ul Hoza 86 | Warsaw | PL | 00-682 | 2022-10-20 | $20,000 | To support Math & Science on Khan Academy po polsku | $2,366 | NO | 3/26/2023 | NONE NECESSARY | |
| FUNDACJA SARIGATO | |||||||||||
| UL ADAMA VETULANIEGO 14/2 | KRAKOW | PL | 31-226 | 2022-10-19 | $30,000 | STEAM Education in Community Centers | $0 | NO | 5/29/2023 | NONE NECESSARY | |
| FUNDACJA MAMO PRACUJ | |||||||||||
| UL ZAMKNIETA 10 LOK 15 | KRAKOW | PL | 30-554 | 2022-10-21 | $10,000 | To support the Let's Do IT Akademy 2 project | $2,394 | NO | 6/6/2023 | NONE NECESSARY | |
| FUNDACJA ROZWOJU EDUKACJI MATEMATYCZNEJ | |||||||||||
| UL BRAZYLIJSKA 9A/46 | WARSZAWA | PL | 03-946 | 2022-10-20 | $17,000 | To support the Hey, Math is okey! Project | $0 | NO | 5/17/2023 | NONE NECESSARY | |
| AKSHARA FOUNDATION | |||||||||||
| No 621 5th Main OMBR Layout | Bangalore | IN | 560043 | 2022-10-19 | $50,000 | To support Building Blocks App - Bringing Math Learning to the Family's Smartphone | NO | EXPECTED IN 2023 | NONE NECESSARY | ||
| FUNDACION FUNDAVIDA | |||||||||||
| CUIDADELA 25 DE JULIO | HATILLO | CS | 2022-10-26 | $35,000 | To support the STEAM Training Modules for Girls project | NO | EXPECTED IN 2023 | NONE NECESSARY | |||
| ASOCIACION ROCKET GIRLS | |||||||||||
| CALLE 31 31 | SAN JOSE | CS | 10104 | 2022-10-19 | $65,000 | To support the Empowering Costa Rican Diverse Tech Community project | $19,006 | NO | 5/30/2023 | NONE NECESSARY | SAN PEDRO |
| KATALYST EDUCATION | |||||||||||
| GROCHOWSKA 312 | WARSAW | PL | 03-839 | 2022-10-27 | $50,000 | Pi-stacja Technika | NO | EXPECTED IN 2023 | NONE NECESSARY | ||
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM INC - 1.500% - 06/0 | $28,693 | $23,342 |
| APPLE INC NOTE CALL MAKE WHOLE | $27,184 | $22,462 |
| BANK OF AMERICA CORP - 2.496% | $28,635 | $22,772 |
| CITIGROUP INC NOTE - 3.668% - | $27,716 | $23,878 |
| COMCAST - 1.950% - 01/15/2031 | $27,801 | $22,687 |
| CVS CAREMARK CORP NOTE - 4.300 | $28,326 | $24,181 |
| ENTERPRISE PRODS OPER LLC - 2. | $18,560 | $15,341 |
| GOLDMAN SACHS - 2.600% - 02/07 | $28,257 | $22,546 |
| JP MORGAN CHASE BANK - 4.203% | $36,196 | $30,750 |
| UNITEDHEALTH GROUP INC - 2.750 | $31,332 | $23,364 |
| VERIZON COMMUNICATIONS INC - 2 | $28,895 | $23,065 |
| WELLS FARGO &CO SER Q MTN - 2. | $19,680 | $15,762 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (261 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10X GENOMICS CLASS A | $56,499 | $14,868 |
| 2U INC | $44,179 | $7,831 |
| ABBVIE INC | $244,214 | $279,747 |
| ABCAM ADR | $98,736 | $78,516 |
| ACCENTURE PLC | $127,625 | $119,011 |
| ACTIVISION BLIZZARD INC | $30,089 | $31,768 |
| ADOBE SYSTEMS, INC | $113,512 | $78,748 |
| ADVANCED MICRO DEVICES INC | $306,128 | $257,396 |
| ADYEN N.V. | $123,730 | $84,332 |
| AGILENT TECHNOLOGIES INC | $103,464 | $176,138 |
| AGREE REALTY CORP | $61,136 | $59,439 |
| AIA GROUP LTD ADR | $95,971 | $91,526 |
| AIR LEASE CORP | $117,634 | $120,754 |
| ALBEMARLE CP | $56,638 | $112,550 |
| ALCON INC | $93,338 | $104,744 |
| ALEXANDRIA REAL ESTATE EQUITIE | $237,404 | $212,678 |
| ALIGN TECHNOLOGY, INC | $73,260 | $55,678 |
| ALLEGION PLC | $29,050 | $27,262 |
| ALLSTATE CORP | $20,630 | $22,645 |
| ALPHABET INC CL A | $345,668 | $310,481 |
| ALPHABET INC CL C | $209,213 | $141,436 |
| AMAZON COM | $653,544 | $377,328 |
| AMERICAN HIGH INCOME TR, CLASS | $1,267,116 | $1,122,475 |
| AMERICAN HOMES 4 RENT | $67,245 | $59,255 |
| AMERICAN TOWER REIT INC | $526,719 | $489,820 |
| AMERISOURCEBERGEN CORP | $43,969 | $69,764 |
| AMETEK INC | $119,618 | $132,035 |
| ANALOG DEVICES INC | $59,695 | $57,246 |
| APARTMENT INCOME REIT CORP | $85,254 | $65,978 |
| APARTMENT INV AND MGMT COMPANY | $86,177 | $39,117 |
| APPLE INC | $465,367 | $414,347 |
| APPLIED MATERIALS INC | $170,546 | $143,538 |
| ASML HOLDING NV NY REG SHS | $283,425 | $285,221 |
| ATLAS COPCO AB A SHS ADR | $97,255 | $77,738 |
| ATLASSIAN CORP CL A | $146,093 | $101,271 |
| AUTOZONE INC | $58,410 | $120,843 |
| AVALONBAY CMNTYS INC | $86,632 | $66,385 |
| AVANTOR HOLDINGS INC | $47,197 | $35,284 |
| AXALTA COATING SYSTEMS LTD | $52,817 | $44,904 |
| BANK OF AMERICA CORP | $85,718 | $85,317 |
| BANK OF NT BUTTERFIELD AND SON | $59,047 | $59,769 |
| BEAM INC | $9,592 | $8,135 |
| BECTON DICKINSON & CO | $128,408 | $132,236 |
| BERKSHIRE HATHAWAY INC. CLASS | $132,389 | $180,398 |
| BLACK KNIGHT, INC | $168,403 | $141,284 |
| BLOCK INC | $182,146 | $56,745 |
| BOOKING HOLDINGS INC | $30,703 | $30,229 |
| BOSTON PPTYS INC | $102,133 | $61,227 |
| BRISTOL-MYERS SQUIBB CO | $131,712 | $134,906 |
| BROADCOM INC | $94,130 | $87,783 |
| CAESARS ENTERTAINMENT INC | $103,514 | $56,784 |
| CAMDEN PPTY TR | $86,715 | $70,708 |
| CANADIAN NATURAL RESOURCES LTD | $26,290 | $65,303 |
| CAPITAL ONE FINANCIAL CORP | $28,008 | $19,057 |
| CARTER'S INC | $80,633 | $66,328 |
| CATERPILLAR INC | $32,549 | $47,672 |
| CBRE GROUP | $97,169 | $148,687 |
| CD PROJEKT SA | $114,754 | $48,374 |
| CENOVUS ENERGY INC | $53,887 | $68,187 |
| CENTENE CORP | $80,660 | $92,835 |
| CENTERPOINT ENERGY | $32,481 | $48,284 |
| CHARLES SCHWAB CORP | $196,234 | $257,523 |
| CHUBB LIMITED | $41,004 | $57,797 |
| CHUGAI PHARMACEUTICAL CO., LTD | $98,597 | $70,889 |
| CIGNA CORPORATION | $71,457 | $118,288 |
| CISCO SYSTEMS INC | $96,847 | $100,235 |
| CME GROUP, INC | $81,045 | $69,114 |
| COCA COLA EUROPEAN PARTNERS PL | $35,450 | $43,205 |
| COGNIZANT TECHNOLOGY SOLUTIONS | $52,606 | $40,776 |
| COINBASE GLOBAL | $131,695 | $28,914 |
| CONOCOPHILLIPS | $43,831 | $127,440 |
| COSTAR GROUP, INC | $275,605 | $288,718 |
| COSTCO WHOLESALE CORPORATION | $83,901 | $73,040 |
| COUNTRY GARDEN SERVICES HOLDIN | $206,163 | $55,880 |
| CRH PLC - AMERICAN DEPOSITARY | $49,067 | $50,454 |
| CRISPR THERAPEUTICS AG | $121,028 | $41,707 |
| CROWN CASTLE INTL | $260,738 | $218,245 |
| CUBESMART | $43,625 | $41,055 |
| CVS CAREMARK CORP | $112,974 | $119,563 |
| DANAHER CORP | $251,693 | $265,155 |
| DEERE CO | $391,967 | $536,808 |
| DEVON ENERGY CORPORATION | $52,806 | $54,990 |
| DEXCOM, INC | $54,823 | $57,979 |
| DIGITAL RLTY TR INC | $57,370 | $34,393 |
| DOVER CORP | $19,384 | $25,051 |
| DRAFTKINGS INC | $90,653 | $23,042 |
| DU PONT DE NEMOURS | $93,976 | $89,013 |
| EAST WEST BANCORP, INC | $102,729 | $135,622 |
| EASTGROUP PROPERTIES INC | $181,211 | $175,155 |
| EATON CORP PLC | $34,853 | $52,892 |
| EDWARDS LIFESCIENCES | $82,105 | $71,029 |
| EMBECTA CORP | $3,038 | $2,630 |
| EMCOR GROUP INC | $79,725 | $156,700 |
| ENVISTA HOLDINGS | $15,946 | $15,455 |
| EOG RESOURCES INC | $19,468 | $34,582 |
| EPIROC AB | $99,662 | $83,412 |
| EQUINIX, INC | $359,955 | $381,227 |
| EQUITY LIFESTYLE PRP | $109,660 | $103,618 |
| ESSEX PRTY TR INC | $84,098 | $58,066 |
| ETSY INC | $77,686 | $57,614 |
| EURONET WORLDWIDE INC | $153,122 | $124,959 |
| EVEREST RE GROUP LTD | $20,863 | $26,833 |
| EXACT SCIENCES CORPORATION | $121,253 | $61,788 |
| EXTRA SPACE STORAGE | $50,569 | $45,920 |
| FARMLAND PARTNERS INC | $38,727 | $36,657 |
| FEDERAL REALTY INVESTMENT TRUS | $88,520 | $67,899 |
| FGL HLDGS ORD SHS | $2,161 | |
| FIDELITY NATIONAL FINANCIAL IN | $57,549 | $60,004 |
| FIDELITY NATIONAL INFORMATION | $47,749 | $25,308 |
| FIRST ENERGY CORP | $51,870 | $54,899 |
| FIRST INDUSTRIAL REALTY TRUST | $154,413 | $157,955 |
| FIRST REPUBLIC BANK | $295,115 | $267,427 |
| FLEETCOR TECHNOLGIES INC | $50,992 | $39,124 |
| FORTIVE CORPORATION | $28,462 | $29,684 |
| FREEPORT-MCMORAN COPPER & GOLD | $73,319 | $73,378 |
| GAMING AND LEISURE PROPERTIES, | $105,174 | $134,080 |
| GEN DYNAMICS CP | $37,688 | $52,103 |
| GENENTECH INC COM NEW | $33,294 | $13,011 |
| GENMAB A/S SPON | $71,673 | $82,048 |
| GENPACT LIMITED | $97,047 | $140,025 |
| GLOBAL PAYMENTS INC | $37,986 | $24,929 |
| GOLDMAN SACHS GROUP | $57,187 | $71,766 |
| HALLIBURTON COMPANY | $21,227 | $22,744 |
| HDFC BANK LTD ADR | $115,803 | $143,182 |
| HEALTHCARE REALTY TRUST | $51,413 | $32,297 |
| HELLOFRESH SE | $82,880 | $22,132 |
| HEXAGON | $161,951 | $124,483 |
| HILTON WORLDWIDE HOLDINGS, INC | $143,040 | $143,040 |
| HOST HOTELS & RESORTS INC | $109,198 | $100,232 |
| HOWMET AEROSPACE ORD SHS | $138,739 | $171,946 |
| ICON PLC - AMERICAN DEPOSITARY | $48,708 | $43,706 |
| IDEX CP | $16,009 | $23,518 |
| ILLUMINA INC COM | $185,935 | $104,942 |
| INTELLIA THERAPEUTICS INC | $273,181 | $60,255 |
| INTERCONTINENTAL EXCHANGE, INC | $29,504 | $30,367 |
| INTUITIVE SURGICAL | $81,883 | $82,259 |
| INVITAE CORP | $114,005 | $7,291 |
| INVITATION HOMES INC. | $50,929 | $33,908 |
| ISHARES BARCLAYS TIPS BOND FUN | $1,807,419 | $1,672,172 |
| ISHARES CORE MSCI EMERGING MAR | $6,644,241 | $5,730,697 |
| JACOBS SOLUTIONS INC | $110,246 | $154,890 |
| JOHNSON & JOHNSON | $159,447 | $190,075 |
| JP MORGAN CHASE | $264,230 | $291,533 |
| KERING UNSPON ADR EA REPR 0.1 | $70,630 | $66,922 |
| KEURIG DR PEPPER INC | $98,009 | $96,211 |
| KEYSIGHT TECHNOLOGIES INC | $100,573 | $182,874 |
| KITE RLTY GROUP TRUST | $131,017 | $134,973 |
| L'OREAL ADR | $99,592 | $112,718 |
| LABORATORY CORP AMER HLDGS | $109,513 | $153,768 |
| LAM RESEARCH CORP | $22,244 | $24,798 |
| LEIDOS HOLDINGS INC | $39,241 | $43,654 |
| LIBERTY MEDIA CORPORATION - SE | $47,958 | $74,008 |
| LIFE STORAGE, INC | $65,174 | $47,576 |
| LKQ CORPORATION | $30,381 | $44,971 |
| LULULEMON ATHLETICA INC | $74,626 | $79,775 |
| MARATHON PETROLEUM CORP | $42,191 | $90,901 |
| MASCO CORP | $46,542 | $41,303 |
| MASTERCARD INC | $397,992 | $406,149 |
| MATCH GROUP INC | $55,201 | $27,881 |
| MCKESSON CORP | $11,258 | $24,758 |
| META PLATFORMS INC | $401,845 | $305,784 |
| MICROCHIP TECHNOLOGY INC | $43,328 | $45,944 |
| MICRON TECHNOLOGY | $56,279 | $42,333 |
| MICROSOFT CORP | $636,416 | $772,460 |
| MID-AMERICA APT COMMUNITIES IN | $162,381 | $199,691 |
| MISUMI GROUP INC | $114,220 | $77,454 |
| MOHAWK INDS INC | $106,778 | $77,687 |
| NETFLIX INC | $129,121 | $64,284 |
| NIKE INC-CL B | $204,692 | $206,874 |
| NVIDIA CORP | $135,772 | $125,973 |
| NXP SEMICONDUCTORS | $18,262 | $17,699 |
| OCCIDENTAL PETROLEUM CORP | $68,163 | $77,163 |
| OLIN CP | $42,552 | $41,505 |
| OMEGA HEALTHCARE INV | $21,817 | $18,810 |
| OTIS WORLDWIDE CORP | $34,318 | $39,155 |
| PACIFIC BIOSCIENCES OF CALIF | $33,592 | $10,749 |
| PAGERDUTY ORD SHS | $53,757 | $32,217 |
| PAYPAL HOLDINGS, INC | $169,867 | $68,870 |
| PINTEREST INC | $151,227 | $77,138 |
| PIONEER NAT RES CO | $34,091 | $65,776 |
| POSTAL REALTY TRUST INC | $25,596 | $20,749 |
| PRIME MEDICINE INC | $9,462 | $9,606 |
| PROCTER GAMBLE CO | $69,219 | $69,263 |
| PT BANK CENTRAL ASIA TBK | $81,823 | $122,753 |
| PUBLIC STORAGE INC | $180,192 | $147,100 |
| PVH CORP | $89,464 | $60,707 |
| QUALCOMM INC | $99,165 | $78,167 |
| REALTY INCOME CORP | $65,167 | $58,482 |
| RIVIAN AUTOMOTIVE INC CL A | $96,541 | $21,692 |
| ROBINHOOD | $74,064 | $21,498 |
| ROBLOX ORD SHS CLASS A | $33,735 | $19,040 |
| ROCHE HOLDING LTD ADR | $80,980 | $72,819 |
| ROCKWELL AUTOMATION INC | $91,016 | $87,316 |
| ROKU INC | $288,527 | $52,829 |
| ROPER INDUSTRIES | $62,414 | $83,825 |
| ROSS STORES, INC | $126,269 | $150,659 |
| SALESFORCE.COM | $98,645 | $79,156 |
| SANOFI-AVENTIS SPONSORED ADR | $133,968 | $130,180 |
| SAP AKTIENGESELL ADS | $71,007 | $84,203 |
| SBA COMMUNICATIONS CORP | $147,690 | $128,382 |
| SCHLUMBERGER LTD | $102,889 | $203,576 |
| SCHNEIDER ELEC UNSP/ADR | $223,496 | $222,338 |
| SEA LTD | $7,722 | $2,966 |
| SEI INVESTMENTS | $81,645 | $86,109 |
| SERVICE NOW | $66,027 | $66,006 |
| SHERWIN-WILLIAMS CO | $164,778 | $146,670 |
| SHOPIFY INC | $110,748 | $37,348 |
| SIMON PPTY GROUP INC | $140,620 | $138,861 |
| SLM CORP | $82,243 | $139,191 |
| SONY GROUP CORP | $53,590 | $45,768 |
| SPIRAXSARCO ENGINEERING PLC | $68,848 | $63,001 |
| SPOTIFY TECHNOLOGY SA | $6,468 | $2,763 |
| SS&C TECHNOLOGIES INC | $48,055 | $41,804 |
| STRATASYS, INC | $12,538 | $6,428 |
| SVB FINANCIAL GROUP | $280,418 | $124,276 |
| SYNOPSYS, INC | $73,822 | $139,210 |
| T-MOBILE US INC | $61,252 | $69,580 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $101,367 | $62,348 |
| TELADOC INC | $198,621 | $35,712 |
| TENCENT HOLDINGS LIMITED | $100,604 | $69,132 |
| TERRENO RLTY CORPCOM | $174,729 | $165,833 |
| TESLA MOTORS INC | $107,382 | $53,953 |
| TEXAS INSTRUMENTS INC | $162,167 | $163,568 |
| THE BLACKSTONE GROUP INC CL A | $198,269 | $163,589 |
| THE TRADE DESK INC | $95,160 | $55,410 |
| THERMO FISHER SCIENTIFIC INC | $99,793 | $122,253 |
| TJX COMPANIES INC | $178,966 | $201,308 |
| TRADEWEB MARKETS INC | $79,145 | $84,799 |
| TRUIST FINANCIAL CORPORATION | $41,402 | $40,965 |
| TWILIO INC | $165,349 | $33,146 |
| TWIST BIOSCIENCE CORP | $9,491 | $8,500 |
| UIPATH ORD SHS CLASS A | $107,122 | $37,367 |
| UNION PACIFIC | $50,605 | $54,874 |
| UNITED RENTALS INC | $36,850 | $60,066 |
| UNITEDHEALTH GROUP INC | $374,712 | $460,196 |
| UNITY SOFTWARE INC | $120,882 | $32,535 |
| US FOODS HOLDING CORPORATION | $46,241 | $42,933 |
| VANGUARD FTSE DEVELOPED MARKET | $5,152,408 | $4,845,437 |
| VANGUARD LG-CAP ETF | $6,699,850 | $7,217,977 |
| VANGUARD SM-CAP ETF | $4,608,386 | $4,214,996 |
| VANGUARD ST BOND ETF | $10,380,707 | $9,492,960 |
| VAT GROUP AG | $55,776 | $52,078 |
| VENTAS INC | $68,661 | $52,528 |
| VERACYTE INC | $34,737 | $17,750 |
| VERISK ANALYTICS, INC | $56,806 | $68,627 |
| VERTEX PHARMCTLS INC | $147,918 | $213,697 |
| VERVE THERAPEUTICS INC COM | $8,362 | $8,727 |
| VICI PROPERTIES INC | $90,577 | $114,631 |
| VIRTU FINANCIAL INC | $90,858 | $73,435 |
| WABTEC | $60,173 | $82,443 |
| WELLS FARGO & CO | $115,139 | $105,950 |
| WELLTOWER INC. | $124,569 | $109,469 |
| WESTERN ASSET SMASH SERIES C F | $263,127 | $251,913 |
| WESTERN ASSET SMASH SERIES COR | $420,094 | $287,955 |
| WESTERN ASSET SMASH SERIES M F | $272,573 | $198,353 |
| WEYERHAEUSER CO | $108,020 | $93,248 |
| WISDOMTREE FLOATING RATE TREAS | $171,437 | $171,471 |
| WORKDAY INC | $348,967 | $272,246 |
| WUXI APPTEC CO | $145,607 | $75,596 |
| XP INC CL A | $92,122 | $44,072 |
| ZOOM VIDEO COMMUNICATIONS INC | $208,977 | $69,230 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $546,757 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $496,300 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $94,200 | $94,200 |
| Foundation Dues & Memberships | $12,875 | $12,875 |
| DCA EXPENSES | $60,405 | $60,405 |
| Office Supplies | $432 | $432 |
| Postage/Delivery Service | $72 | $72 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $934 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $221,003 | $221,003 | |
| Philanthropic Consulting Srvcs | $307,223 | $307,223 | |
| PRODUCTION SERVICES | $10,000 | $10,000 | |
| EQUIVALENCY DETERMINATION | $5,470 | $5,470 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2022 | $12,700 | |
| 990-PF Extension for 2021 | $44,600 | |
| Foreign Tax Paid | $3,146 | $3,146 |