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SURDNA FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SURDNA FOUNDATION INC (EIN 13-6108163)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-12
IRS object ID
202221329349104017
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-12T16:25:30-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100175001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136108163EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SURDNA FOUNDATION INCBusinessNameLine1Txt
Business Name Line2ATT MARC DE VENOGEBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% MATTHEW WALEGIR CONTROLLERInCareOfNm
Business Name ControlSURDBusinessNameControlTxt
Phone2125570010PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 MADISON AVENUE FL 25AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMarc De VenogePersonNm
Person Titlevp finance & admin.PersonTitleTxt
Phone2125570010PhoneNum
Signature2022-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMarcPersonFirstNm
Person LastDe VenogePersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPaul HammerschmidtPreparerPersonNm
PTINP01384178PTIN
Phone2128858000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,320,656,848FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$176,863InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$176,863InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,274,072DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,641,130DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$39,729,574NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$155,752,132GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$76,579,669CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$50,135,173OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,390,989OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$93,315,682TotalRevAndExpnssAmt
Total Net Invst Incm$96,788,651TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,712,437CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$129,944CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$2,495,864CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,824,462OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,824,462OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,521,206PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$25,747PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$1,478,294PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$26,213LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$4,269LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$21,944LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$122,477AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$26,243AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$96,234AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,706,111OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,238,768OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,467,343OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,055,738TaxesRevAndExpnssAmt
Taxes Net Invst Incm$466,354TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$231,571DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss$902,578OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$902,578OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$80,336TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$80,336TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$33,684PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$33,684PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$463,447OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,713,920OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$463,447OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,680,260TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,605,245TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,864,186TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$44,734,365ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$46,516,682ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$58,414,625TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,605,245TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$55,380,868TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$34,901,057ExcessRevenueOverExpensesAmt
Net Investment Income$82,183,406NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$32,710,110SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$23,750,498SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$23,750,498SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$152,856PrepaidExpensesBOYAmt
Prepaid Expenses EOY$148,487PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$148,487PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$61,342,346CorporateStockBOYAmt
Corporate Stock EOY$85,103,405CorporateStockEOYAmt
Corporate Stock EOYFMV$85,103,405CorporateStockEOYFMVAmt
Other Investments BOY$867,155,963OtherInvestmentsBOYAmt
Other Investments EOY$1,199,493,825OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,199,493,825OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$2,812,861LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$917,465LandBldgEquipAccumDeprecAmt
Land BOY$2,105,526LandBOYAmt
Land EOY$1,895,396LandEOYAmt
Land EOYFMV$1,895,396LandEOYFMVAmt
Other Assets BOY$34,510,171OtherAssetsBOYAmt
Other Assets EOY$10,265,237OtherAssetsEOYAmt
Other Assets EOYFMV$10,265,237OtherAssetsEOYFMVAmt
Total Assets BOY$997,976,972TotalAssetsBOYAmt
Total Assets EOY$1,320,656,848TotalAssetsEOYAmt
Total Assets EOYFMV$1,320,656,848TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,943,680AccountsPayableBOYAmt
Accounts Payable EOY$1,915,194AccountsPayableEOYAmt
Grants Payable BOY$40,858,291GrantsPayableBOYAmt
Grants Payable EOY$38,738,383GrantsPayableEOYAmt
Total Liabilities BOY$42,801,971TotalLiabilitiesBOYAmt
Total Liabilities EOY$40,653,577TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$955,175,001NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,280,003,271NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$955,175,001TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,280,003,271TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$997,976,972TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,320,656,848TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$955,175,001TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$34,901,057ExcessRevenueOverExpensesAmt
Other Increases$289,927,213OtherIncreasesAmt
Subtotal$1,280,003,271SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,280,003,271TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SALE OF PUBLICLY TRADED SECURITIES$113,624,698$79,172,463$34,452,235$34,452,235
NET CAPITAL GAIN FROM PARTNERSHIPS$42,127,434$42,127,434$42,127,434
FieldValueIRS element (for citing)
Capital Gain Net Income$76,579,669CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,142,349InvestmentIncomeExciseTaxAmt
Subtotal$1,142,349SubtotalAmt
Tax Based On Investment Income$1,142,349TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,129,431EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$2,129,431TotalPaymentsAndCreditsAmt
Overpayment$987,082OverpaymentAmt
Applied To ES Tax$987,082AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.SURDNA.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MATTHEW WALEGIR CONTROLLERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2125570010PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 MADISON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (23 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DONALD CHEN
200 MADISON AVENUE FL 25NEW YORKNY10016PRESIDENT/CEO40.0$590,077$98,319$0
MARC DE VENOGE
200 MADISON AVENUE FL 25NEW YORKNY10016VP FINANCE AND ADMINISTRATION40.0$433,146$85,824$0
JONATHAN GOLDBERG
200 MADISON AVENUE FL 25NEW YORKNY10016DIR. OF LEARNING & GRANT OPER.40.0$250,310$74,876$0
FRANCISCO TORRES-CAMPOS
200 MADISON AVENUE FL 25NEW YORKNY10016PROGRAM DIR. THRIVING CULTURES40.0$207,060$43,083$0
HELEN CHIN thru 3321
200 MADISON AVENUE FL 25NEW YORKNY10016PRGM DIR -SUSTAINABLE ENVIRON.40.0$390,010$58,786$0
SHUAIB SIDDIQUI
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR OF IMPACT INVESTING40.0$240,687$56,008$0
MANUELA ARCINIEGAS
200 MADISON AVENUE FL 25NEW YORKNY10016PROGRAM DIRECTOR40.0$185,578$57,256$0
MEKAELIA DAVIS
200 MADISON AVENUE FL 25NEW YORKNY10016PROGRAM DIR - INCLUSIVE ECONO.40.0$209,331$54,570$0
ELIZABETH CAHILL
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR OF COMMUNICATIONS40.0$206,238$50,197$0
CARRA COTE-ACKAH
200 MADISON AVENUE FL 25NEW YORKNY10016CHAIRPERSON as of 11/201.0$0$0$0
PETER B BENEDICT II THRU 1120
200 MADISON AVENUE FL 25NEW YORKNY10016CHAIRPERSON1.0$0$0$0
CAITLIN BOGER-HAWKINS
200 MADISON AVENUE FL 25NEW YORKNY10016VICE CHAIRPERSON1.0$0$0$0
PETER C VOORHEES
200 MADISON AVENUE FL 25NEW YORKNY10016TREASURER/SECRETARY1.0$0$0$0
JUDY BELK
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
DAVIS BENEDICT FROM 1120
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
CAMERON GRIFFITH
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
KELLY D NOWLIN
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
TRACY PALANDJIAN
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
ELIZABETH SHOGREN
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
MICHAEL S SPENSLEY THRU 1120
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
TIMOTHY D THORPE
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
GWEN WALDEN
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
SHARI T WILSON
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
MATTHEW WALEGIR
200 MADISON AVENUE FL 25NEW YORKNY10016CONTROLLER40.0$166,961$53,641$0
ALISON CORWIN
200 MADISON AVENUE FL 25NEW YORKNY10016SR. PROGRAM OFFICER40.0$164,185$31,305$0
KELIE TERRY
200 MADISON AVENUE FL 25NEW YORKNY10016PROGRAM OFFICER40.0$140,711$36,345$0
SOPHY LO
200 MADISON AVENUE FL 25NEW YORKNY10016PROGRAM OFFICER40.0$132,152$49,154$0
JOSHUA ELLIOTT
200 MADISON AVENUE FL 25NEW YORKNY10016HR MANAGER40.0$129,450$27,616$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k13OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
CAMBRIDGE ASSOCIATES
100 SUMMER STREETBOSTONMA02110INVESTMENT CONSULT.$1,850,985
THE NORTHERN TRUST COMPANY
50 S LASALLE STREETCHICAGOIL60675CUSTODIAL BANK$470,369
SILCHESTER
INVESTMENT MGMT.$294,9481 BURTON STREETLONDONUKW1J 6TL
IRIDIAN
276 POST ROAD WESTWESTPORTCT06880INVESTMENT MGMT.$239,108
UNIVERSAL PARTNERSHIP
1 SONOMA ROADCORTLANDT MANORNY10567CONTRACTOR$202,500
FieldValueIRS element (for citing)
Contractor Paid Over50k12ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1INVESTMENT IN FOUNDERS FIRST CAPITAL PARTNERS, INC. (SEE GENERAL EXPLANATION ATTACHMENT FOR CONTINUATION)Description1Txt
Expenses1$999,995Expenses1Amt
Description2INVESTMENT IN 1863 VENTURE FUND I, L.P. (SEE GENERAL EXPLANATION ATTACHMENT FOR CONTINUATION)Description2Txt
Expenses2$958,679Expenses2Amt
All Other Program Rltd Invst Tot$774,750AllOtherProgramRltdInvstTotAmt
Total$2,733,424TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$121,628,304AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,543,764AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,038,284,514FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,185,456,582TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,185,456,582AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,781,849CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,167,674,733NetVlNoncharitableAssetsAmt
Minimum Investment Return$58,383,737MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$58,383,737MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,142,349TaxBasedOnInvestmentIncomeAmt
Total Tax$1,142,349TotalTaxAmt
Distributable Before Adj$57,241,388DistributableBeforeAdjAmt
Recoveries Qualfied Distri$411,820RecoveriesQualfiedDistriAmt
Distributable Before Ded$57,653,208DistributableBeforeDedAmt
Distributable As Adjusted$57,653,208DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$55,380,868ExpensesAndContributionsAmt
Program Related Invst Total$2,733,424ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$21,441CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$58,135,733QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$58,135,733AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$57,653,208DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,666,516ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$926,689ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$868,690ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$976,841ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,579,971ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,018,707TotalExcessDistributionCyovAmt
Qualifying Distributions$58,135,733QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$57,653,208AppliedToCurrentYearAmt
Remaining Distri From Corpus$482,525RemainingDistriFromCorpusAmt
Total Corpus$8,501,232TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,666,516ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,834,716ExcessDistriCyovToNextYrAmt
Excess From Year4$926,689ExcessFromYear4Amt
Excess From Year3$868,690ExcessFromYear3Amt
Excess From Year2$976,841ExcessFromYear2Amt
Excess From Year1$3,579,971ExcessFromYear1Amt
Excess From Current Year$482,525ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSURDNA FOUNDATION INCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1200 MADISON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2125570010RecipientPhoneNum
Form And Info And MaterialsSURDNA FOUNDATION'S WEBSITE PROVIDES THE RESOURCES ELIGIBILITY, GUIDELINES AND FREQUENTLY ASKED QUESTIONS IN CONNECTION WITH GRANT APPLICATIONS. WWW.SURDNA.ORGFormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO DEADLINES FOR LETTERS OF INQUIRY (LOI). LOI'S ARE ACCEPTED ON A ROLLING BASIS THROUGH TSubmissionDeadlinesTxt
Restrictions On AwardsSURDNA FOUNDATION SEEKS TO FOSTER SUSTAINABLE COMMUNITIES IN THE UNITED STATES, COMMUNITIES GUIDED BY PRINCIPLES OF SOCIAL JUSTICE AND DISTINGUISHED BY HEALTHY ENVIRONMENTS, STRONG LOCAL ECONOMIES AND THRIVING CULTURES. SURDNA SEEKS TO DISMANTLE THE STRUCTURAL BARRIERS THAT LIMIT OPPORTUNITY FOR MANY, HELPING TO CREATE COMMUNITIES THAT ARE PROSPEROUS, CULTURALLY ENRICHING, AND SUSTAINABLE. SEE SURDNA FOUNDATION'S WEBSITE FOR FURTHER DETAIL. HTTPS://SURDNA.ORG/PROSPECTIVE-GRANTEES/RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (358 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
2164
445 Park Avenue Suite 16ANew YorkNY10022No relationshipPCGeneral Support$75,000
60 Decibels
205 E 42nd StreetNew YorkNY10025No relationshipPFGeneral Support$50,000
A New Chance Animal Rescue
PO Box 215Bedford HillsNY10507No relationshipPCGeneral Support$2,500
Accelerate 500
1400 16th street NWWashingtonDC20009No relationshipPCGeneral Support$400,000
Action Center on Race and the Economy Institute
1901 West Carroll Avenue 3rd FloorChicagoIL60612No relationshipPCGeneral Support$75,000
Aeris Insight Inc
100 South Juniper Street Third FloPhiladelphiaPA19107No relationshipPCGeneral Support$50,000
ALIGN the Alliance for a Greater New York
50 Broadway 29th FlNew YorkNY10004No relationshipPCGeneral Support$100,000
Alliance for Global Justice
225 E 26th St Suite 1TucsonAZ85713No relationshipPCGeneral Support$1,122,150
Alliance For Justice
Eleven Dupont Circle NW Suite 500WashingtonDC20036No relationshipPCGeneral Support$50,000
Allied Media Projects
1426 Third AvenueDetroitMI48201No relationshipPCGeneral Support$854,154
Alternate ROOTS Inc
1270 Caroline StreetAtlantaGA30307No relationshipPCGeneral Support$435,000
Amalgamated Charitable Foundation
1825 K Street NWWashingtonDC20006No relationshipPCGeneral Support$1,001,350
Amazon Biodiversity Center
PO Box 96503 PMB42410WashingonDC200906503No relationshipPCGeneral Support$5,000
American Friends of the Parents Circle - Families
4 E 95th Ave 5CNew YorkNY10128No relationshipPCGeneral Support$300
Amherst College Trustees
Smith House PO Box 5000AmherstMA010025000No relationshipPCGeneral Support$20,000
Angel Foundation
1155 Centre Pointe Drive Suite 7Mendota HeightsMN55120No relationshipPCGeneral Support$5,000
Appalachian Mountain Club
5 Joy StreetBostonMA02108No relationshipPCGeneral Support$10,000
ArchCity Defenders-Action St Louis
440 North 4th StreetSaint LouisMO63102No relationshipPCGeneral Support$50,000
Asian American Federation
120 Wall Street 9th FloorNew YorkNY10005No relationshipPCGeneral Support$90,000
Asian Americans Advancing Justice- Atlanta
500 Oakbrook Parkway Suite 148NorcrossGA30098No relationshipPCGeneral Support$3,750
Asian AmericansPacific Islanders in Philanthropy
300 Frank H Ogawa Plaza Suite 256OaklandCA94612No relationshipPCGeneral Support$103,445
Asian Pacific Environmental Network
426 17th Street Suite 500OaklandCA94612No relationshipPCGeneral Support$150,000
Aspen Institute
2300 N Street NWWashingtonDC20037No relationshipPCGeneral Support$55,000
Association for Enterprise Opportunity-Black Innov
1310 L Street NW Suite 830WashingtonDC20005No relationshipPCGeneral Support$100,000
AsylumWorks
2121 Decatur Pl NW Suite 4WashingtonDC20008No relationshipPCGeneral Support$5,000
Bend the Arc - A Jewish Partnership for Justice
330 Seventh Avenue 19th FloorNew YorkNY10001No relationshipPCGeneral Support$70,000
Berkshire Theater Festival
111 South StPittsfieldMA01201No relationshipPCGeneral Support$1,000
Beth Chayim Chadashim
6090 W Pico BlvdLos AngelesCA90035No relationshipPCGeneral Support$26,250
Black Alliance for Just Immigration
660 Nostrand AvenueBrooklynNY11216No relationshipPCGeneral Support$45,000
Black Farmer Fund
2161 Prospect AveBronxNY10457No relationshipPCGeneral Support$75,000
Black Lily Inc
1901 S 9th StreetPhiladelphiaPA19148No relationshipPCGeneral Support$225,000
Board of Regents of the University of Wisconsin
UW-Madison GAR Account ResearchMilwaukeeWI532780538No relationshipPCGeneral Support$50,000
Boston Arts Academy Foundation
174 Ipswich StreetBostonMA02215No relationshipPCGeneral Support$5,000
Boston Impact Initiative Fund
PO Box 300443Jamaica PlainMA02130No relationshipPCGeneral Support$220,000
Boys and Girls Clubs of Puerto Rico
501 Avenida Roberto H ToddSan JuanPR00907No relationshipPCGeneral Support$78,000
Brandeis University
415 South Street MS126WalthamMA02453No relationshipPCGeneral Support$300
Bread & Roses Community Fund
1315 Walnut StreetPhiladelphiaPA19107No relationshipPCGeneral Support$5,000
Breast Cancer Prevention Partners
1388 Sutter Street Suite 400San FranciscoCA941095400No relationshipPCGeneral Support$16,250
Bridging
201 West 87th StreetBloomingtonMN55420No relationshipPCGeneral Support$5,000
Bright Hope Baptist Church
1601 N 12th StPhiladelphiaPA19122No relationshipPCGeneral Support$7,500
Bronx River Alliance
One Bronx River ParkwayBronxNY10462No relationshipPCGeneral Support$300
BVM Capacity Building Institute
3645 Marketplace Blvd Suite 130-20East PointGA30344No relationshipPCGeneral Support$3,750
Campaign for the Fair Sentencing of Youth
1319 F St NWWashingtonDC20004No relationshipPCGeneral Support$100,000
Candid
32 Old Slip 24th FloorNew YorkNY10005No relationshipPCGeneral Support$25,000
Cantus
1202 Marquette Ave S Suite 100MinneapolisMN55403No relationshipPCGeneral Support$5,000
Center for Cultural Innovation
244 South San Pedro Street SuiteLos AngelesCA90012No relationshipPCGeneral Support$300,000
Center for Economic Democracy
434 Massachusetts AvenueBostonMA02118No relationshipPCGeneral Support$150,000
Center for Effective Philanthropy
675 Massachusetts Avenue 7th FloorCambridgeMA02139No relationshipPCGeneral Support$25,000
Center for Heirs Property Preservation
1535 Sam Rittenberg BlvdCharlestonSC29407No relationshipPCGeneral Support$100,000
Center for Law and Social Policy
1200 18th Street NWWashingtonDC20036No relationshipPCGeneral Support$75,000
Center for Popular Democracy
449 Troutman Street Suite ABrooklynNY11237No relationshipPCGeneral Support$310,000
Center for Story-based Strategy
654 13th StreetOaklandCA94612No relationshipPCGeneral Support$150,000
Center for Young Women's Development
832 Folsom Street 700San FranciscoCA94107No relationshipPCGeneral Support$50,000
Chapin Hall at The University of Chicago
1313 East 60th StreetChicagoIL60616No relationshipPCGeneral Support$50,000
Chewonki Foundation Inc
485 Chewonki Neck RoadWiscassetME04578No relationshipPCGeneral Support$25,750
Children's Aid Society
711 Third Avenue Suite 700New YorkNY10017No relationshipPCGeneral Support$10,000
Chinese American Planning Council
39 Eldridge StreetNew YorkNY10002No relationshipPCGeneral Support$1,250
Chinese for Affirmative Action
17 Walter U Lum PlaceSan FranciscoCA94108No relationshipPCGeneral Support$2,500
Chinese Progressive Association-Black Futures Lab
1042 Grant Ave 5th FloorSan FranciscoCA94133No relationshipPCGeneral Support$50,000
Cincinnati USA Regional Chamber Foundation
3 East 4th Street Suite 200CincinnatiOH45202No relationshipPCGeneral Support$250,000
Clean Energy Group
50 State Street Suite 1MontpelierVT05602No relationshipPCGeneral Support$75,000
Climate Justice Alliance
436 14th St 5th FloorOaklandCA94612No relationshipPCGeneral Support$200,000
Coalition for Juvenile Justice
1319 F Street NW Suite 402WashintgonDC20004No relationshipPCGeneral Support$50,000
Coalition For the Homeless
129 Fulton StreetNew YorkNY10038No relationshipPCGeneral Support$10,000
Code Fever Miami
937 NW 3rd AveMiamiFL33136No relationshipPCGeneral Support$175,000
Collegebound Foundation
2601 Howard St Suite 210BaltimoreMD21218No relationshipPCGeneral Support$60,000
ColorOfChangeorg Education Fund
1714 Franklin St Ste 100-136OaklandCA94612No relationshipPCGeneral Support$75,000
Common Counsel Foundation
1624 Franklin StreetOaklandCA94612No relationshipPCGeneral Support$888,595
Common Future-Racial Equity Asset Lab
2323 BroadwayOaklandCA94612No relationshipPCGeneral Support$430,000
Common Justice
540 Atlantic Avenue 4th FloorBrooklynNY11217No relationshipPCGeneral Support$75,000
Communities United
4749 N KedzieChicagoIL60625No relationshipPCGeneral Support$170,000
Community Labor United
8 Beacon Street 5th FloorBostonMA02108No relationshipPCGeneral Support$100,000
Community LIFT
119 S Court Suite 100MemphisTN38103No relationshipPCGeneral Support$355,000
Confluence Philanthropy
436 14th Street Suite 900OaklandCA94612No relationshipPCGeneral Support$75,000
Conservation Trust of Puerto Rico
PO Box 9023554San JuanPR009023554No relationshipPCGeneral Support$150,000
Cookie Cart
1119 West Broadway AveMinneapolisMN55411No relationshipPCGeneral Support$5,000
Corbin Hill Food Project
475 Riverside Drive Suite 244New YorkNY10015No relationshipPCGeneral Support$100,000
Creative Capital Foundation
15 Maiden Lane 18th FloorNew YorkNY10038No relationshipPCGeneral Support$400,000
Creative Justice Initiative
930 Grand ConcourseBronxNY10451No relationshipPCGeneral Support$5,525
Dallas Social Venture Partners-CapEQ
12900 Preston Road Suite 1220DallasTX75230No relationshipPCGeneral Support$75,000
DC Center for the LGBT Community
2000 14th Street NW Suite 105WashingtonDC20009No relationshipPCGeneral Support$25,000
Demos A Network for Ideas & Actions
80 Broad StreetNew YorkNY10004No relationshipPCGeneral Support$180,000
Designing Justice Designing Spaces
1423 BroadwayOaklandCA94612No relationshipPCGeneral Support$300,000
Detroit Black Community Food Security Network
11000 W McNichols Suite 103DetroitMI48221No relationshipPCGeneral Support$5,000
Didtechnology Inc
625 Broad StreetNewarkNJ07102No relationshipPCGeneral Support$200,000
Dwight Hall at Yale
67 High StreetNew HavenCT065209008No relationshipPCGeneral Support$1,010
East Bay Community Foundation
200 Frank Ogawa PlazaOaklandCA94612No relationshipPCGeneral Support$445,000
East Bay Regional Parks Foundation
PO Box 21074 Crestmont StationOaklandCA94620No relationshipPCGeneral Support$5,000
Educational Resources - The Miami Valley School
5151 Denise DriveDaytonOH45429No relationshipPCGeneral Support$4,250
EdVestors
140 Clarendon StBostonMA02116No relationshipPCGeneral Support$2,000
Efforts of Grace Inc
1712 Oretha Castle Haley BlvdNew OrleansLA70113No relationshipPCGeneral Support$250,000
Ella Baker Center for Human Rights
1970 Broadway Suite 1125OaklandCA94612No relationshipPCGeneral Support$50,000
Elon University
2600 Campus BoxElonNC27244No relationshipPCGeneral Support$5,000
Environmental Defense Fund
257 Park Avenue SouthNew YorkNY10010No relationshipPCGeneral Support$10,000
Environmental Grantmakers Association
475 Riverside Drive Suite 960New YorkNY10115No relationshipPCGeneral Support$5,000
Environmental Health CoalitionCalifornia Environm
2727 Hoover AvenueNational CityCA91950No relationshipPCGeneral Support$150,000
Epic Church
PO Box 41028PhiladelphiaPA19127No relationshipPCGeneral Support$5,000
Episcopal Academy
1785 Bishop White DriveNewtown SquarePA19073No relationshipPCGeneral Support$50,000
Equal Justice USA
81 Prospect StreetBrooklynNY11201No relationshipPCGeneral Support$75,000
Everytown for Gun Safety Support Fund
PO Box 3886New YorkNY10163No relationshipPCGeneral Support$4,650
Faith in Action
999 N Capitol St NE Suite 200WashingtonDC20002No relationshipPCGeneral Support$75,000
Families and Friends of Louisiana's Incarcerated
1307 Oretha Castle Haley BlvdNew OrleansLA70113No relationshipPCGeneral Support$50,000
Family Values at Work A Multi-State Consortium
207 E Buffalo St Suite 211MilwaukeeWI53202No relationshipPCGeneral Support$400,000
Family-to-Family
PO Box 255HastingsonHudsonNY10706No relationshipPCGeneral Support$330
Feeding America
161 N Clark Street Suite 700ChicagoIL60601No relationshipPCGeneral Support$500
Financial Services Stakeholder Project NFP
2513 N Central Park AvenueChicagoIL60647No relationshipPCGeneral Support$125,000
Firelight Media Inc
72 Hamilton TerraceNew YorkNY10031No relationshipPCGeneral Support$80,000
First Peoples Fund
706 West BoulevardRapid CitySD57701No relationshipPCGeneral Support$25,000
Foster Youth in Action
2140 Shattuck Avenue Suite 504BerkeleyCA94704No relationshipPCGeneral Support$55,000
Foundation for Louisiana-Greater New Orleans Fund
4354 S Sherwood Forest BlvdBaton RougeLA70816No relationshipPCGeneral Support$700,000
Fractured Atlas Productions Inc-Equality Labs
248 West 35th StreetNew YorkNY100012505No relationshipPCGeneral Support$210,000
Friends of Happy Retreat
PO Box 1427Charles TownWV25414No relationshipPCGeneral Support$2,500
Friends of the Livingston Public Library
10 Robert H Harp DriveLivingstonNJ07039No relationshipPCGeneral Support$750
Fund for the City of New York
121 Avenue of the AmericasNew YorkNY100131590No relationshipPCGeneral Support$300
Fundacion Comunitaria de Puerto Rico
1719 Ave Ponce de Leon Esq CalleSan JuanPR009368362No relationshipPCGeneral Support$50,000
Funders for Lesbian and Gay Issues Inc
45 West 36th Street 8th FloorNew YorkNY10018No relationshipPCGeneral Support$65,000
Funders' Network for Smart Growth and Livable Comm
6705 SW 57th Avenue Suite 700Coral GablesFL33143No relationshipPCGeneral Support$435,000
Georgia Latino Alliance for Human Rights (GLAHR)
7 Dunwoody ParkAtlantaGA30338No relationshipPCGeneral Support$2,250
Georgia STAND-UP
2366 Sylvan Rd Suite BAtlantaGA30344No relationshipPCGeneral Support$500
Girls for Gender Equity Inc
25 Chapel StreetBrooklynNY11201No relationshipPCGeneral Support$75,000
Global Impact Investing Network
1 Battery Park PlazaNew YorkNY10004No relationshipPCGeneral Support$50,000
Good Jobs First
1616 P Street NWWashingtonDC20036No relationshipPCGeneral Support$200,000
Good Old Lower East Side Inc
173 Avenue BNew YorkNY10009No relationshipPCGeneral Support$90,000
Grantmakers for Effective Organizations
1310 L Street NW 650WashingtonDC20005No relationshipPCGeneral Support$105,000
Grantmakers in the Arts
522 Courtlandt AvenueBronxNY104515008No relationshipPCGeneral Support$150,000
Grassroots Global Justice
2000 14th St NW Ste 104 73768WashingtonMD20056No relationshipPCGeneral Support$600,000
Greater Milwaukee Committee for Community Develop
247 Freshwater Way Suite 400MilwaukeeWI53204No relationshipPCGeneral Support$430,000
Greater New Orleans Foundation
919 St Charles AvenueNew OrleansLA70130No relationshipPCGeneral Support$175,000
Greenlining Institute
360 14th Street 2nd FloorOaklandCA94602No relationshipPCGeneral Support$350,000
Groundwork Bridgeport Inc
1001 Main StreetBridgeportCT06604No relationshipPCGeneral Support$1,250
Groundwork Elizabeth
205 First StreetElizabethNJ07206No relationshipPCGeneral Support$300
Groundwork Hudson Valley Inc
22 Main St 2nd FloorYonkersNY10701No relationshipPCGeneral Support$300
Groundwork Lawrence Inc
50 Island StreetLawrenceMA01840No relationshipPCGeneral Support$300
Groundwork Somerville
21 Properzi Way Suite OSomervilleMA02143No relationshipPCGeneral Support$300
Guthrie Center
2 Van Deusenville RoadGreat BarringtonMA02130No relationshipPCGeneral Support$500
Hastings Education Foundation Inc
PO Box 565HastingsonHudsonNY10706No relationshipPCGeneral Support$300
Hawthorne Valley Association
327 County Route 21CGhentNY12075No relationshipPCGeneral Support$1,000
Hedgebrook
PO Box 1231FreelandWA98429No relationshipPCGeneral Support$10,000
Hester Street Collaborative Inc
113 Hester StreetNew YorkNY10002No relationshipPCGeneral Support$435,000
Highlander Research & Education Center Inc
1959 Highlander WayNew MarketTN37820No relationshipPCGeneral Support$425,000
Hill School
860 Beech StreetPottstownPA19464No relationshipPCGeneral Support$25,000
Hispanics In Philanthropy
414 13th Street Suite 200OaklandCA94612No relationshipPCGeneral Support$150,000
Homegrown Lacrosse
701 Plymouth Ave NMinneapolisMN55411No relationshipPCGeneral Support$5,000
Hopewell Fund
1201 Connecticut Avenue Suite 300WashingtonDC20036No relationshipPCGeneral Support$125,000
Impact Capital Managers Institute Inc
200 N Mangum Street Suite 203DurhamNC27701No relationshipPCGeneral Support$50,000
Impact Experience
1700 Jones Street Apt 1San FranciscoCA94109No relationshipPCGeneral Support$5,000
Indigenous Environmental NetworkIndigenous Edu
PO Box 485BemidjiMN56619No relationshipPCGeneral Support$152,000
Inner City Advisors
1714 Franklin StOaklandCA94612No relationshipPCGeneral Support$400,000
Innocence Project
40 Worth Street Suite 701New YorkNY10013No relationshipPCGeneral Support$500
Innovation Network for Communities-City Scale
156 Grover LaneTamworthNH03886No relationshipPCGeneral Support$87,500
Inquiring Systems Inc-Southeast African American
101 Brookwood AveSanta RosaCA95404No relationshipPCGeneral Support$102,500
Institute for Policy Studies
6930 Piney Branch Road NWWashingtonDC20012No relationshipPCGeneral Support$75,000
Institute of the Black World 21st Century-Fund
31-35 95th StreetEast ElmhurstNY11369No relationshipPCGeneral Support$4,227
Interfaith Outreach & Community Partners
1605 County Road 101 NorthPlymouthMN55407No relationshipPCGeneral Support$5,000
International Rescue Committee
PO Box 96651WashingtonDC200906651No relationshipPCGeneral Support$541
Intersection for the Arts-Diasporic Vietnamese Art
1446 Market StreetSan FranciscoCA94102No relationshipPCGeneral Support$627
Ironbound Community Corporation
317 Elm StNewarkNJ07105No relationshipPCGeneral Support$150,000
ISAIAH
2356 University Ave WSt PaulMN55114No relationshipPCGeneral Support$254,000
Islamic Relief USA
PO Box 22250AlexandriaVA22304No relationshipPCGeneral Support$5,000
Jefferson County Community Ministries
238 West Washington StreetCharles TownWV25414No relationshipPCGeneral Support$5,000
Jeremiah Program
615 1st Ave Northeast Ste 210MinneapolisMN55413No relationshipPCGeneral Support$5,000
Jobs to Move America
525 Hewitt StreetLos AngelesCA90013No relationshipPCGeneral Support$250,000
Jobs with Justice Education Fund
1616 P Street NW Suite 150WashingtonDC20036No relationshipPCGeneral Support$600,000
John E Andrus Memorial Inc
185 Old BroadwayHastingsonHudsonNY10706No relationshipPCGeneral Support$1,410,707
Julia Dyckman Andrus Memorial
1156 North BroadwayYonkersNY10701No relationshipPCGeneral Support$1,408,000
Just Capital
44 East 30th StreetNew YorkNY10016No relationshipPCGeneral Support$175,000
Just in Time for Foster Youth
PO Box 601627San DiegoCA92160No relationshipPCGeneral Support$90,000
Justice Funders
436 14th Street Suite 700OaklandCA94612No relationshipPCGeneral Support$200,000
Juvenile Law Center
1315 Walnut Street Suite 400PhiladelphiaPA19107No relationshipPCGeneral Support$100,000
Kagyu Sukha Choling
109 Clear Creek Dr Ste 102AshlandOR97520No relationshipPCGeneral Support$2,500
Kairos Alive
4316 Upton Avenue South 206MinneapolisMN55305No relationshipPCGeneral Support$5,000
Katal Center for Health Equity and Justice
147 Prince StBrooklynNY11201No relationshipPCGeneral Support$100,000
Kentucky Coalition Inc
PO Box 1450LondonKY40743No relationshipPCGeneral Support$150,000
Lake Country School Montessori Learning Environ
3755 Pleasant Avenue SouthMinneapolisMN55409No relationshipPCGeneral Support$10,000
Latino Business Action Network
297 Commercial StreetSan JoseCA95112No relationshipPCGeneral Support$190,000
Latino Community Fund Georgia
PO Box 3299DecaturGA30031No relationshipPCGeneral Support$3,625
Latino Network
410 NE 18th AvenuePortlandOR97232No relationshipPCGeneral Support$45,000
Lets Breakthrough Inc
4 West 43rd Street Suite 715New YorkNY10036No relationshipPCGeneral Support$780
Life Pieces To Masterpieces
5600 Eads Street NEWashington DCDC20019No relationshipPCGeneral Support$22,500
Lineage Project
228 Park Ave SNew YorkNY10003No relationshipPCGeneral Support$50,000
Living Cities
1040 Avenue of the Americas FloorNew YorkNY10018No relationshipPCGeneral Support$775,000
Long Island Teen Challenge
PO Box 1155West BabylonNY11704No relationshipPCGeneral Support$500
Louisiana Center for Children's Rights
1100-B Milton StreetNew OrleansLA70122No relationshipPCGeneral Support$83,000
Make the Road New York
301 Grove StreetBrooklynNY11237No relationshipPCGeneral Support$75,000
MANITHA NEYAM TRUST INC
97 Charter RoadActonMA01720No relationshipPCGeneral Support$315
Mary Mitchell Family and Youth Center
2007 Mapes AvenueBronxNY10460No relationshipPCGeneral Support$500
Massachusetts College of Art and Design Foundation
621 Huntington AvenueBostonMA02446No relationshipPCGeneral Support$500,000
Massachusetts College of Liberal Arts Foundation
375 Church StNorth AdamsMA02147No relationshipPCGeneral Support$10,000
McKee Botanical Gardens
350 US Highway 1Vero BeachFL32962No relationshipPCGeneral Support$5,000
Mentoring Partnership of Minnesota
615 First Ave Northeast Ste 125MinneapolisMN55413No relationshipPCGeneral Support$5,000
Minneapolis Foundation
80 South Eighth StreetMinneapolisMN55402No relationshipPCGeneral Support$2,500
Minnesota Center for Environmental Advocacy
1919 University Ave W Ste 515St PaulMN55104No relationshipPCGeneral Support$2,500
Mission Investors Exchange
417 Fifth Avenue 8th FloorNew York CityNY10036No relationshipPCGeneral Support$100,000
MORTAR Cincinnati
1329 Vine StreetCincinnatiOH45202No relationshipPCGeneral Support$100,000
MoveForward
1001 Highway 7 Room 237HopkinsMN55305No relationshipPCGeneral Support$5,000
Movement Strategy Center-HEAL Food Alliance
436 14th St 5th floorOaklandCA94612No relationshipPCGeneral Support$475,000
Multiplier-New York Energy Democracy Alliance
548 Market StSan FranciscoCA941045401No relationshipPCGeneral Support$100,000
NAACP Legal Defense and Education Fund
40 Rector Street 5 th FloorNew YorkNY10005No relationshipPCGeneral Support$500
National Alliance to End Homelessness
1518 K Street NW 2nd FloorWashingtonDC20005No relationshipPCGeneral Support$500
National Asian Pacific American Women's Forum
PO Box 13255ChicagoIL60613No relationshipPCGeneral Support$1,000
National Association for Latino Community Asset
5404 Wurzbach RoadSan AntonioTX78238No relationshipPCGeneral Support$175,000
National Association of Latino Arts and Cultures
1208 Buena VistaSan AntonioTX78207No relationshipPCGeneral Support$475,000
National Black Trans Advocacy Coalition
PO Box 118282CarrolltonTX75011No relationshipPCGeneral Support$500
National Center for Family Philanthropy
1667 K Street NW Suite 550WashingtonDC20006No relationshipPCGeneral Support$55,000
National Committee for Responsive Philanthropy
1900 L Street NW Suite 825WashingtonDC20036No relationshipPCGeneral Support$50,000
National Economic and Social Rights Initiative
90 John Street Suite 501New YorkNY10038No relationshipPCGeneral Support$238,000
National Employment Law Project
90 Broad Street Suite 1100New YorkNY10004No relationshipPCGeneral Support$250,000
National Immigration Law Center
3435 Wilshire Boulevard Ste 2850Los AngelesCA90010No relationshipPCGeneral Support$50,000
National Juvenile Justice Network
1424 K Street NWWashingtonDC20005No relationshipPCGeneral Support$80,000
National Low Income Housing Coalition
1000 Vermont Avenue NW Suite 500WashingtonDC20005No relationshipPCGeneral Support$20,000
National Network for Youth
741 8th Street SEWashingtonDC20003No relationshipPCGeneral Support$52,500
National Pediatric Cancer Foundation
5550 West Executive DriveTampaFL33609No relationshipPCGeneral Support$500
National Performance Network
PO Box 56698New OrleansLA701566698No relationshipPCGeneral Support$475,000
National Public Housing Museum
625 Kingsbury StreetChicagoIL60654No relationshipPCGeneral Support$500
National Urban Fellows
1120 Avenue of the AmericasNew YorkNY10036No relationshipPCGeneral Support$150,000
National Youth Employment Coalition
1155 15th Street NWWashingtonDC20005No relationshipPCGeneral Support$75,000
Native Americans in Philanthropy
1000 N Alameda StLos AngelesCA90012No relationshipPCGeneral Support$50,000
Native Arts and Culture Foundation
400 East Evergreen BoulevardVancouverWA98660No relationshipPCGeneral Support$25,000
NC State University Foundation
Campus Box 7474RaleighNC276957474No relationshipPCGeneral Support$5,000
NDN Collective
317 Main StreetRapid CitySD57701No relationshipPCGeneral Support$590,000
Neighborhood Funders Group
300 Frank H Ogawa PlazaOaklandCA94612No relationshipPFGeneral Support$450,000
NEO Philanthropy Inc-Arts in a Changing America
45 W 36th St 6th floorNew YorkNY10018No relationshipPCGeneral Support$350,000
New Economy Coalition
PO Box 390503CambridgeMA02139No relationshipPCGeneral Support$100,000
New Georgia Project
830 Glenwood Ave SE Suite 510-221AtlantaGA30316No relationshipPCGeneral Support$131,250
New Growth Innovation Networks
30 West Monroe Street Suite 510ChicagoIL60603No relationshipPCGeneral Support$140,000
New Jersey League of Conservation Voters Education
PO BOX 1237TrentonNJ086071237No relationshipPCGeneral Support$200,000
New Orleans Business Alliance
1250 Poydras St Suite 2150New OrleansLA70113No relationshipPCGeneral Support$150,000
New Venture Fund-Communities for Just Schools Fund
1201 Connecticut Avenue NW Suite 3WashingtonDC20036No relationshipPCGeneral Support$1,065,000
New York City Environmental Justice Alliance
462 36th St 3FBrooklynNY11232No relationshipPCGeneral Support$150,000
New York Community Trust
909 Third Avenue 22nd FloorNew YorkNY10022No relationshipPCGeneral Support$230,950
New York Foundation-Neighborhoods First Fund
150 West 30th Street Suite 1401New YorkNY10001No relationshipPFGeneral Support$150,000
New York Public Radio
160 Varick StreetNew YorkNY10013No relationshipPCGeneral Support$336
New York University
25 West 4th Street Ground LevelNew YorkNY10012No relationshipPCGeneral Support$20,000
Next City
100 South Broad Street Suite 730PhiladelphiaPA19110No relationshipPCGeneral Support$175,000
North Carolina Assoc of Black Lawyer Land Loss
PO Box 179DurhamNC22702No relationshipPCGeneral Support$150,000
North Star Fund
520 Eighth Avenue Suite 1800New YorkNY10018No relationshipPCGeneral Support$185,000
Northeastern Minnesotans for Wilderness
807 Broadway St NE Suite 16MinneapolisMN55413No relationshipPCGeneral Support$2,500
Northeastern Univ-Initiative for Energy Justice
360 Huntington AvenueBostonMA02115No relationshipPCGeneral Support$100,000
Northwest Bronx Community & Clergy Coalition
103 E 196th StreetBronxNY10462No relationshipPCGeneral Support$100,000
Northwestern University
1201 Davis StreetEvanstonIL60208No relationshipPCGeneral Support$45,000
One Fair Wage Inc
3518 South Edmunds StSeattleWA98118No relationshipPCGeneral Support$248,450
One Voice Inc
1072 JR Lynch StreetJacksonMS39203No relationshipPCGeneral Support$250,000
OneAmerica
1225 S Weller Street Suite 430SeattleWA98144No relationshipPCGeneral Support$102,000
Opportunity Finance Network
123 S Broad Street Suite 1930PhiladelphiaPA19109No relationshipPCGeneral Support$125,000
OTV Open Television
3255 N Broadway StChicagoIL60640No relationshipPCGeneral Support$300,000
Partnership for Southern Equity
55 Ivan Allen Jr Blvd NW Suite 5AtlantaGA30308No relationshipPCGeneral Support$475,000
Partnership with Native Americans
PO Box 637CulpepperNC27701No relationshipPCGeneral Support$5,000
Peace And Love Academic Scholarship (PALAS)
PO Box 5461AlpharettaGA300235461No relationshipPCGeneral Support$3,000
Penumbra Theatre Company
270 North Kent StreetSaint PaulMN55102No relationshipPCGeneral Support$5,000
People United for Sustainable Housing Inc
429 Plymouth Ave Suite 1BuffaloNY14213No relationshipPCGeneral Support$150,000
People's Action Institute
810 N Milwaukee AveChicagoIL60642No relationshipPCGeneral Support$100,000
Pie Ranch
2080 Cabrillo HwyPescaderoCA94060No relationshipPCGeneral Support$100,000
Planned Parenthood Federation of America
PO Box 97166WashingtonDC200907166No relationshipPCGeneral Support$20,500
Planned Parenthood of Southeastern PA
1144 Locust StPhiladelphiaPA19107No relationshipPCGeneral Support$2,500
Players Philanthropy Fund-Welcome to Chinatown
1122 Kenilworth Drive Suite 201TowsonMD21204No relationshipPCGeneral Support$1,000
Poder in Action-The Prometheus Conspiracy
5877 W Indian School RdPhoenixAZ85031No relationshipPCGeneral Support$45,000
PolicyLink
1438 Webster StOaklandCA94612No relationshipPCGeneral Support$50,000
Political Research Associates
1310 Broadway 201SommervilleMA02144No relationshipPCGeneral Support$40,000
President and Fellows of Harvard College
124 Mount Auburn StreetCambridgeMA02138No relationshipPCGeneral Support$160,000
Pro Georgia State Table
151 Ellis St NE Fl 1AtlantaGA303032437No relationshipPCGeneral Support$3,750
Project South-Gulf Coast Center for Law & Policy
9 Gammon AveAtlantaGA30315No relationshipPCGeneral Support$377,500
Propel Nonprofits-Twin Cities Theatres of Color Co
1 SE Main Street Suite 600MinneapolisMN55414No relationshipPCGeneral Support$200,000
Proteus Fund-ReFrame Mentorship
15 Research Drive Suite BAmherstMA01002No relationshipPCGeneral Support$280,000
Public Advocates Inc
131 Steuart Street Suite 300San FranciscoCA94105No relationshipPCGeneral Support$150,000
Publicolor Inc
20 West 36th Street 9th FloorNew YorkNY10018No relationshipPCGeneral Support$1,000
Quail Valley Charities Inc
2345 Highway A1AVero BeachFL32963No relationshipPCGeneral Support$5,000
Race Forward
145 East 57Th Street Fourth FloorNew YorkNY10022No relationshipPCGeneral Support$575,000
Realize Impact-Mission Driven Finance
271 Winslow Way EBainbridge IslandWA98110No relationshipPCGeneral Support$150,000
Regents of the Univ of California at Berkeley
2150 Shattuck Avenue Suite 300BerkeleyCA947045940No relationshipPCGeneral Support$360,000
Right to the City Alliance Inc
388 Atlantic AvenueNew YorkNY11217No relationshipPCGeneral Support$400,000
Rivertowns Arts Council Inc
PO Box 60 414 Warburton AveHastingsonHudsonNY10706No relationshipPCGeneral Support$300
Rockefeller Family Fund-Just Transition Fund
475 Riverside Drive Suite 900New YorkNY10115No relationshipPCGeneral Support$75,000
Rockefeller Philanthropy Advisors
6 W 48th St 10th FloorNew YorkNY10036No relationshipPCGeneral Support$800,000
Rutgers University - Center for Innovation in Work
50 Labor Center WayNew BrunswickNJ08901No relationshipPCGeneral Support$100,000
Rutgers Univ Found-Rutgers Ctr for Urban Entre
7 College Ave Winants HallNew BrunswickNJ08901No relationshipPCGeneral Support$235,000
SOUL Sisters Leadership Collective
1951 NW 7th AveMiamiFL33136No relationshipPCGeneral Support$55,000
Safe Passage Project Corporation
185 West BroadwayNew YorkNY10013No relationshipPCGeneral Support$100,000
Scholarship Fund of Alexandria
3330 King StreetAlexandriaVA223023001No relationshipPCGeneral Support$10,000
School Justice Project
1805 7th Street NWWashingtonDC20001No relationshipPCGeneral Support$50,000
Senior Community Services
10201 Wayzata Blvd 33HopkinsMN55305No relationshipPCGeneral Support$5,000
Sexual Minority Youth Assistance League
410 7th Street SEWashingtonDC200032707No relationshipPCGeneral Support$5,000
Shadhika Project Inc
1031 33rd StreetDenverCO80205No relationshipPCGeneral Support$1,155
Shakespeare & Company
70 Kemble StreetLenoxMA01240No relationshipPCGeneral Support$1,000
Silver Lining Mentoring
727 Atlantic Ave 3rd FloorBostonMA02111No relationshipPCGeneral Support$78,000
Social and Environmental Entrepreneurs
23532 Calabasas Road Suite ACalabasasCA91302No relationshipPCGeneral Support$370,000
Social Good Fund-HBCU VC
12651 San Pablo AveRichmondCA94805No relationshipPCGeneral Support$130,000
Social Innovation Forum
2 Oliver Street Suite 802BostonMA02109No relationshipPCGeneral Support$2,000
Social Movement Technologies Foundation Inc
12 Beacon Hill DriveBloomfieldCT06002No relationshipPCGeneral Support$34,600
Social Science Research Council
One Pierrepont PlazaBrooklynNY11201No relationshipPCGeneral Support$250,000
Sojourner Project
PO Box 272HopkinsMN553439814No relationshipPCGeneral Support$5,000
Solar Responders Inc
902 BroadwayNew YorkNY10010No relationshipPCGeneral Support$50,000
Southern Documentary Fund-Juvenile LLC
PO Box 3622DurhamNC27702No relationshipPCGeneral Support$5,000
Southern Poverty Law Center
400 Washington AvenueMontgomeryAL36104No relationshipPCGeneral Support$990
Southerners On New Ground
PO Box 11250AtlantaGA30310No relationshipPCGeneral Support$750
Southwest Folklife Alliance
PO Box 42044TucsonAZ85733No relationshipPCGeneral Support$450,000
Southwest Georgia Project For Community Education
1216 Dawson Road Suite 108AlbanyGA31707No relationshipPCGeneral Support$200,000
Southwest High School Performing Arts Council
3414 W 47th StMinneapolisMN55410No relationshipPCGeneral Support$5,000
SouthWest Organizing Project
211 10th St SWAlbuquerqueNM87102No relationshipPCGeneral Support$50,000
Stand Up Nashville
PO Box 292583NashvilleTN37229No relationshipPCGeneral Support$50,000
Sweet Water Foundation
5749 S Perry AvenueChicagoIL60621No relationshipPCGeneral Support$200,000
Sylvia Rivera Law Project
147 W 24th StNew YorkNY10011No relationshipPCGeneral Support$22,500
Taller Salud Inc
PR-187 Km 242 Parcelas Vieques MeLoizaPR007720524No relationshipPCGeneral Support$70,000
Techsoup Global
435 Brannan St Suite 100San FranciscoCA94107No relationshipPCGeneral Support$25,000
Texas Organizing Project Education Fund
700 S Zaramora Suite 212San AntonioTX78207No relationshipPCGeneral Support$250,000
The Aspen Institute Forum for Community Solutions
2300 N Street NWWashingtonDC20037No relationshipPCGeneral Support$70,000
The Center for Cultural Power
1330 Broadway 3rd FloorOaklandCA94612No relationshipPCGeneral Support$250,000
The Conservation Fund
1655 N Fort Myer Drive Suite 1300ArlingtonVA22209No relationshipPCGeneral Support$150,000
The Equity Alliance
PO Box 331821NashvilleTN372031821No relationshipPCGeneral Support$50,000
The Forum for Youth Investment
7064 Eastern Avenue NWWashingtonDC200122031No relationshipPCGeneral Support$77,500
The Lighthouse Black Girl Project
PO Box 607JacksonMS39205No relationshipPCGeneral Support$50,000
The New York Women's Foundation
39 Broadway 23 FlNew YorkNY10006No relationshipPCGeneral Support$110,000
The Partnership for Working Families
1305 Franklin StOaklandCA94612No relationshipPCGeneral Support$575,000
The Peoples Forum-Malcolm X and Dr Betty Shabazz
320 W 37th StNew YorkNY10018No relationshipPCGeneral Support$50,000
THE POINT Community Development Corporation
940 Garrison AveBronxNY10474No relationshipPCGeneral Support$125,000
The Praxis Project-National Black Food and Justice
7731 Alaska Ave NWWashingtonDC20012No relationshipPCGeneral Support$200,000
The Sentencing Project
1705 DeSales St NWWashingtonDC20036No relationshipPCGeneral Support$75,000
The Solutions Project
4096 Piedmont Ave 728OaklandCA94609No relationshipPCGeneral Support$150,000
The US Climate Action Network
1367 Connecticut Avenue NWWashingtonDC20036No relationshipPCGeneral Support$100,000
Third Sector New England Inc
89 South Street Suite 700BostonMA02111No relationshipPCGeneral Support$250,000
Thousand Currents
1330 BroadwayOaklandCA94612No relationshipPCGeneral Support$2,330
Threewalls
2738 West North AvenueChicagoIL60647No relationshipPCGeneral Support$500,000
Tides Center-The Maria Fund
The Presidio 1014 Torney AvenueSan FranciscoCA941290709No relationshipPCGeneral Support$600,000
Tides Foundation
PO Box 29903 The PresidioSan FranciscoCA941290903No relationshipPCGeneral Support$125,000
Transgender Law Center
PO Box 70976OaklandCA94612No relationshipPCGeneral Support$77,500
Triangle Club
1644 Beekman Place NW Apt BWashingtonDC20009No relationshipPCGeneral Support$5,000
Trout Unlimited 226 Greater Upper Valley
1777 North Kent Street Suite 100ArlingtonVA22209No relationshipPCGeneral Support$5,000
Trustees of University of Pennsylvania
3451 Walnut Street P221 Franklin BPhiladelphiaPA191046205No relationshipPCGeneral Support$7,500
Upper Valley Haven
713 Hartford AvenueWhite River JunctionVT05001No relationshipPCGeneral Support$5,000
Urban Manufacturing Alliance
608 Henry Street 1BrooklynNY11231No relationshipPCGeneral Support$75,000
Vera Institute of Justice
34 35th Street 4-2ABrooklynNY11232No relationshipPCGeneral Support$5,000
Verde
7001 NE Columbia BlvdPortlandOR97218No relationshipPCGeneral Support$50,000
Vermont Coverts
PO Box 328VergennesVT05491No relationshipPCGeneral Support$5,000
Vermont Public Radio
365 Troy AvenueColchesterVT05446No relationshipPCGeneral Support$5,000
Vickie Belk Scholarship Foundation
3408 King StreetAlexandriaVA22302No relationshipPCGeneral Support$5,000
Villanova Soccer Academy
899 Black Rock RoadGladwynePA19035No relationshipPCGeneral Support$10,000
Violence In Boston
96 Business StreetHyde ParkMA02136No relationshipPCGeneral Support$5,000
Visual Arts Research & Resource Ctr Relat Carrib
1825 Park AvenueNew YorkNY10035No relationshipPCGeneral Support$2,500
Voice of Calvary Ministries
531 W Capital StreetJacksonMS39203No relationshipPCGeneral Support$275,000
VTDiggerVermont Journalism Trust
26 State St Ste 8MontpelierVT05602No relationshipPCGeneral Support$5,000
We Are All Educators Org
128 18TH St Se Apt 1WashingtonDC20003No relationshipPCGeneral Support$5,000
Wesleyan University
318 High StreetMiddletownCT06457No relationshipPCGeneral Support$25,000
West Harlem Environmental Action Inc
271 West 125th StreetNew YorkNY10027No relationshipPCGeneral Support$8,740
Westchester Choral Society
216 Central AvenueWhite PlainsNY10606No relationshipPCGeneral Support$1,000
Westchester Community Opportunity Programs Inc
2 Westchester PlazaElmsfordNY10523No relationshipPCGeneral Support$1,350
WeTheProtesters Inc
10 Liberty St Apt 38dNew YorkNY10005No relationshipPCGeneral Support$500
Womankind
32 Broadway 10th FloorNew YorkNY10004No relationshipPCGeneral Support$1,000
Women's Foundation of Minnesota
105 5th Avenue South Suite 300MinneapolisMN554016050No relationshipPCGeneral Support$5,000
Yale Alumni Nonprofit Alliance Inc
607 W END AVENew YorkNY10024No relationshipPCGeneral Support$750
Yale School of the Environment
195 Prospect StreetNew HavenCT06511No relationshipPCGeneral Support$5,000
Yale University
47 College StreetNew HavenCT065208047No relationshipPCGeneral Support$750
YES Media
284 Madrona Way NE Unit 116Bainbridge IslandWA98110No relationshipPCGeneral Support$175,000
Young Men of Honor
2245 Vicksburg DrSavannahGA31404No relationshipPCGeneral Support$3,000
Youth Empowerment Project
1600 Oretha Castle Haley BoulevardNew OrleansLA70113No relationshipPCGeneral Support$75,000
Youth Law Center
832 Folsom Street Suite 700San FranciscoCA94107No relationshipPCGeneral Support$50,000
Youth Represent
11 Park Place Suite 1512New YorkNY10007No relationshipPCGeneral Support$87,500
YR Media
1701 BroadwayOaklandCA94612No relationshipPCGeneral Support$75,000
Zebras UniteOrg
810 NW Marshall St Ste 300PortlandOR97209No relationshipPCGeneral Support$250,000
Zion Episcopal Church
301 East Congress StCharles TownWV25414No relationshipPCGeneral Support$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$46,516,682TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (147 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
60 Decibels
205 E 42nd StreetNew YorkNY10025No relationshipPFGeneral support$100,000
Accelerate 500
1400 16th street NWWashingtonDC20009No relationshipPCGeneral support$350,000
Alliance for Global Just-Movement for Black Lives
225 E 26th St Suite 1TucsonAZ85713No relationshipPCGeneral support$200,000
Alliance For Justice
Eleven Dupont Circle NW Suite 500WashingtonDC20036No relationshipPCGeneral support$50,000
Allied Media Projects
1426 Third AvenueDetroitMI48201No relationshipPCGeneral support$675,000
Alternate ROOTS Inc
1270 Caroline StreetAtlantaGA30307No relationshipPCGeneral support$400,000
Asian AmericansPacific Islanders in Philanthropy
300 Frank H Ogawa Plaza Suite 256OaklandCA94612No relationshipPCGeneral support$50,000
Asian Pacific Environmental Network
426 17th Street Suite 500OaklandCA94612No relationshipPCGeneral support$300,000
Association for Enterprise Opportunity-Black Innov
1310 L Street NW Suite 830WashingtonDC20005No relationshipPCGeneral support$100,000
Bend the Arc - A Jewish Partnership for Justice
330 Seventh Avenue 19th FloorNew YorkNY10001No relationshipPCGeneral support$70,000
Black Farmer Fund
2161 Prospect AveBronxNY10457No relationshipPCGeneral support$225,000
Black Lily Inc
1901 S 9th StreetPhiladelphiaPA19148No relationshipPCGeneral support$250,000
Boston Impact Initiative Fund
PO Box 300443Jamaica PlainMA02130No relationshipPCGeneral support$200,000
Boys and Girls Clubs of Puerto Rico
501 Avenida Roberto H ToddSan JuanPR00907No relationshipPCGeneral support$75,000
Campaign for the Fair Sentencing of Youth
1319 F St NWWashingtonDC20004No relationshipPCGeneral support$180,000
Candid
32 Old Slip 24th FloorNew YorkNY10005No relationshipPCGeneral support$25,000
Center for Economic Democracy
434 Massachusetts AvenueBostonMA02118No relationshipPCGeneral support$300,000
Center for Effective Philanthropy
675 Massachusetts Avenue 7th FloorCambridgeMA02139No relationshipPCGeneral support$25,000
Center for Heirs Property Preservation
1535 Sam Rittenberg BlvdCharlestonSC29407No relationshipPCGeneral support$100,000
Center for Law and Social Policy
1200 18th Street NWWashingtonDC20036No relationshipPCGeneral support$75,000
Center for Popular Democracy-Local Progress
449 Troutman Street Suite ABrooklynNY11237No relationshipPCGeneral support$500,000
Center for Story-based Strategy
654 13th StreetOaklandCA94612No relationshipPCGeneral support$100,000
Chapin Hall at The University of Chicago
1313 East 60th StreetChicagoIL60616No relationshipPCGeneral support$50,000
Cincinnati USA Regional Chamber Foundation
3 East 4th Street Suite 200CincinnatiOH45202No relationshipPCGeneral support$200,000
Climate Justice Alliance
436 14th St 5th FloorOaklandCA94612No relationshipPCGeneral support$200,000
Coalition for Juvenile Justice
1319 F Street NW Suite 402WashintgonDC20004No relationshipPCGeneral support$100,000
ColorOfChangeorg Education Fund
1714 Franklin St Ste 100-136OaklandCA94612No relationshipPCGeneral support$75,000
Common Future
2323 BroadwayOaklandWA94612No relationshipPCGeneral support$430,000
Communities United
4749 N KedzieChicagoIL60625No relationshipPCGeneral support$250,000
Community Aid & Development Corporation
P O Box 361270DecaturGA30036No relationshipPCGeneral support$800,000
Community LIFT
119 S Court Suite 100MemphisTN38103No relationshipPCGeneral support$360,000
Confluence Philanthropy
436 14th Street Suite 900OaklandCA94612No relationshipPCGeneral support$100,000
Corbin Hill Food Project
475 Riverside Drive Suite 244New YorkNY10015No relationshipPCGeneral support$200,000
Creative Capital Foundation
15 Maiden Lane 18th FloorNew YorkNY10038No relationshipPCGeneral support$400,000
Designing Justice Designing Spaces
1423 BroadwayOaklandCA94612No relationshipPCGeneral support$700,000
Didtechnology Inc
625 Broad StreetNewarkNJ07102No relationshipPCGeneral support$200,000
East Bay Community Foundation
200 Frank Ogawa PlazaOaklandCA94612No relationshipPCGeneral support$400,000
Efforts of Grace Inc
1712 Oretha Castle Haley BlvdNew OrleansLA70113No relationshipPCGeneral support$200,000
Ella Baker Center for Human Rights
1970 Broadway Suite 1125OaklandCA94612No relationshipPCGeneral support$50,000
Equal Justice USA
81 Prospect StreetBrooklynNY11201No relationshipPCGeneral support$75,000
Faith in Action
999 N Capitol St NE Suite 200WashingtonDC20002No relationshipPCGeneral support$75,000
Financial Services Stakeholder Project NFP
2513 N Central Park AvenueChicagoIL60647No relationshipPCGeneral support$125,000
Firelight Media Inc
72 Hamilton TerraceNew YorkNY10031No relationshipPCGeneral support$75,000
Foundation for Louisiana
4354 S Sherwood Forest BlvdBaton RougeLA70816No relationshipPCGeneral support$465,000
Funders for Lesbian and Gay Issues Inc
45 West 36th Street 8th FloorNew YorkNY10018No relationshipPCGeneral support$130,000
Funders' Network for Smart Growth & Livable Comm
6705 SW 57th Avenue Suite 700Coral GablesFL33143No relationshipPCGeneral support$470,000
Georgia WAND Education Fund Inc
250 Georgia AvenueAtlantaGA30312No relationshipPCGeneral support$100,000
Girls for Gender Equity Inc
25 Chapel StreetBrooklynNY11201No relationshipPCGeneral support$75,000
Global Impact Investing Network
1 Battery Park PlazaNew YorkNY10004No relationshipPCGeneral support$100,000
Good Jobs First
1616 P Street NWWashingtonDC20036No relationshipPCGeneral support$200,000
Good Old Lower East Side Inc
173 Avenue BNew YorkNY10009No relationshipPCGeneral support$180,000
Grantmakers for Effective Organizations
1310 L Street NW 650WashingtonDC20005No relationshipPCGeneral support$50,000
Grassroots Global Justice
2000 14th St NW Ste 104 73768WashingtonMD20056No relationshipPCGeneral support$600,000
Greater Milwaukee Committee for Community Develop
247 Freshwater Way Suite 400MilwaukeeWI53204No relationshipPCGeneral support$225,000
Greenlining Institute
360 14th Street 2nd FloorOaklandCA94602No relationshipPCGeneral support$200,000
Hester Street Collaborative Inc
113 Hester StreetNew YorkNY10002No relationshipPCGeneral support$400,000
Higher Purpose Co
130 Desoto Ave Suite 10ClarksdaleMS38614No relationshipPCGeneral support$190,000
Highlander Research & Education Center Inc
1959 Highlander WayNew MarketTN37820No relationshipPCGeneral support$1,050,000
Hillman Accelerator (formerly Cintrifuse)
1311 Vive StreetCincinnatiOH45202No relationshipPCGeneral support$200,000
Impact Capital Managers Institute Inc
200 N Mangum Street Suite 203DurhamNC27701No relationshipPCGeneral support$100,000
Indigenous Environmental NetworkIndigenous Edu
PO Box 485BemidjiMN56619No relationshipPCGeneral support$200,000
Inner City Advisors
1714 Franklin StOaklandCA94612No relationshipPCGeneral support$200,000
Innovation Network Inc-Ctr for Evaluation Innov
156 Grover LaneTamworthNH03886No relationshipPCGeneral support$25,000
ISAIAH
2356 University Ave WSt PaulMN55114No relationshipPCGeneral support$250,000
Jobs with Justice Education Fund
1616 P Street NW Suite 150WashingtonDC20036No relationshipPCGeneral support$650,000
John E Andrus Memorial Inc
185 Old BroadwayHastingsonHudsonNY10706No relationshipPCGeneral support$1,400,000
Julia Dyckman Andrus Memorial
1156 North BroadwayYonkersNY10701No relationshipPCGeneral support$1,400,000
Just Capital
44 East 30th StreetNew YorkNY10016No relationshipPCGeneral support$175,000
Just in Time for Foster Youth
PO Box 601627San DiegoCA92160No relationshipPCGeneral support$90,000
Justice Funders
436 14th Street Suite 700OaklandCA94612No relationshipPCGeneral support$400,000
Juvenile Law Center
1315 Walnut Street Suite 400PhiladelphiaPA19107No relationshipPCGeneral support$200,000
Katal Center for Health Equity and Justice
147 Prince StBrooklynNY11201No relationshipPCGeneral support$100,000
Lineage Project
228 Park Ave SNew YorkNY10003No relationshipPCGeneral support$50,000
Living Cities
1040 Avenue of the Americas FloorNew YorkNY10018No relationshipPCGeneral support$500,000
Make the Road New York
301 Grove StreetBrooklynNY11237No relationshipPCGeneral support$175,000
Massachusetts College of Art and Design Foundation
621 Huntington AvenueBostonMA02446No relationshipPCGeneral support$400,000
Mission Investors Exchange
417 Fifth Avenue 8th FloorNew York CityNY10036No relationshipPCGeneral support$200,000
Movement Strategy Center
436 14th St 5th floorOaklandCA94612No relationshipPCGeneral support$675,000
National Assoc for Latino Community Asset Build
5404 Wurzbach RoadSan AntonioTX78238No relationshipPCGeneral support$175,000
National Association of Latino Arts and Cultures
1208 Buena VistaSan AntonioTX78207No relationshipPCGeneral support$400,000
National Center for Family Philanthropy
1667 K Street NW Suite 550WashingtonDC20006No relationshipPCGeneral support$50,000
National Committee for Responsive Philanthropy
1900 L Street NW Suite 825WashingtonDC20036No relationshipPCGeneral support$50,000
National Economic and Social Rights Initiative
90 John Street Suite 501New YorkNY10038No relationshipPCGeneral support$185,000
National Employment Law Project
90 Broad Street Suite 1100New YorkNY10004No relationshipPCGeneral support$500,000
National Network for Youth
741 8th Street SEWashingtonDC20003No relationshipPCGeneral support$100,000
National Performance Network
PO Box 56698New OrleansLA701566698No relationshipPCGeneral support$400,000
National Urban Fellows
1120 Avenue of the AmericasNew YorkNY10036No relationshipPCGeneral support$150,000
Native Americans in Philanthropy
1000 N Alameda StLos AngelesCA90012No relationshipPCGeneral support$100,000
NDN Collective
317 Main StreetRapid CitySD57701No relationshipPCGeneral support$500,000
Neighborhood Funders Group
300 Frank H Ogawa PlazaOaklandCA94612No relationshipPFGeneral support$650,000
NEO Philanthropy Inc-AAPI Civic Engagement Fund
45 W 36th St 6th floorNew YorkNY10018No relationshipPCGeneral support$50,000
New Venture Fund-Communities for Just Schools Fund
1201 Connecticut Avenue NW Suite 3WashingtonDC20036No relationshipPCGeneral support$450,000
New York City Environmental Justice Alliance
462 36th St 3FBrooklynNY11232No relationshipPCGeneral support$300,000
North Carolina Assoc of Black Lawyer Land Loss
PO Box 179DurhamNC22702No relationshipPCGeneral support$250,000
North Star Fund
520 Eighth Avenue Suite 1800New YorkNY10018No relationshipPCGeneral support$250,000
Northeastern University-Initiative for Energy Just
360 Huntington AvenueBostonMA02115No relationshipPCGeneral support$100,000
Northwest Bronx Community & Clergy Coalition
103 E 196th StreetBronxNY10462No relationshipPCGeneral support$200,000
One Fair Wage Inc
3518 South Edmunds StSeattleWA98118No relationshipPCGeneral support$225,000
One Voice Inc
1072 JR Lynch StreetJacksonMS39203No relationshipPCGeneral support$250,000
OTV Open Television
3255 N Broadway StChicagoIL60640No relationshipPCGeneral support$400,000
Partnership for Southern Equity
55 Ivan Allen Jr Blvd NW Suite 5AtlantaGA30308No relationshipPCGeneral support$700,000
People United for Sustainable Housing Inc
429 Plymouth Ave Suite 1BuffaloNY14213No relationshipPCGeneral support$300,000
PIDC Community CapitalREBUILD
1500 Market Street Suite 3500 WestPhiladelphiaPA19102No relationshipPCGeneral support$150,000
PolicyLink
1438 Webster StOaklandCA94612No relationshipPCGeneral support$50,000
Political Research Associates
1310 Broadway 201SommervilleMA02144No relationshipPCGeneral support$40,000
Project South
9 Gammon AveAtlantaGA30315No relationshipPCGeneral support$650,000
Propel Nonprofits-Twin Cities Theatres of Color Co
1 SE Main Street Suite 600MinneapolisMN55414No relationshipPCGeneral support$200,000
Race Forward
145 East 57Th Street Fourth FloorNew YorkNY10022No relationshipPCGeneral support$1,150,000
Realize Impact-Mission Driven Finance
271 Winslow Way EBainbridge IslandWA98110No relationshipPCGeneral support$150,000
Regents of the Univ of California at Berkeley
2150 Shattuck Avenue Suite 300BerkeleyCA947045940No relationshipPCGeneral support$350,000
Right to the City Alliance Inc
388 Atlantic AvenueNew YorkNY11217No relationshipPCGeneral support$300,000
Rockefeller Family Fund-Just Transition Fund
475 Riverside Drive Suite 900New YorkNY10115No relationshipPCGeneral support$75,000
Rockefeller Philanthropy Advisors
6 W 48th St 10th FloorNew YorkNY10036No relationshipPCGeneral support$500,000
Rutgers University Foundation
7 College Ave Winants HallNew BrunswickNJ08901No relationshipPCGeneral support$235,000
School Justice Project
1805 7th Street NWWashingtonDC20001No relationshipPCGeneral support$50,000
Seattle Parks Foundation
PO Box 3541SeattleWA98124No relationshipPCGeneral support$150,000
Silicon Valley Community Foundation
2440 West El Camino RealMountain ViewCA94040No relationshipPCGeneral support$500,000
Silver Lining Mentoring
727 Atlantic Ave 3rd FloorBostonMA02111No relationshipPCGeneral support$75,000
Social and Environmental Entrepreneurs
23532 Calabasas Road Suite ACalabasasCA91302No relationshipPCGeneral support$250,000
Social Science Research Council
One Pierrepont PlazaBrooklynNY11201No relationshipPCGeneral support$500,000
Southwest Folklife Alliance
PO Box 42044TucsonAZ85733No relationshipPCGeneral support$350,000
Southwest Georgia Project For Community Education
1216 Dawson Road Suite 108AlbanyGA31707No relationshipPCGeneral support$125,000
Stand Up Nashville
PO Box 292583NashvilleTN37229No relationshipPCGeneral support$100,000
Sweet Water Foundation
5749 S Perry AvenueChicagoIL60621No relationshipPCGeneral support$200,000
Talk Tech Foundation
447 Broadway 2nd FL 514New YorkNY10013No relationshipPCGeneral support$75,000
Taller Salud Inc
PR-187 Km 242 Parcelas Vieques MeLoizaPR007720524No relationshipPCGeneral support$70,000
Techsoup Global
435 Brannan St Suite 100San FranciscoCA94107No relationshipPCGeneral support$25,000
The Center for Cultural Power
1330 Broadway 3rd FloorOaklandCA94612No relationshipPCGeneral support$500,000
The Equity Alliance
PO Box 331821NashvilleTN372031821No relationshipPCGeneral support$100,000
The Forum for Youth Investment
7064 Eastern Avenue NWWashingtonDC200122031No relationshipPCGeneral support$75,000
The Lighthouse Black Girl Project
PO Box 607JacksonMS39205No relationshipPCGeneral support$100,000
The New York Women's Foundation
39 Broadway 23 FlNew YorkNY10006No relationshipPCGeneral support$100,000
The Partnership for Working Families
1305 Franklin StOaklandCA94612No relationshipPCGeneral support$600,000
THE POINT Community Development Corporation
940 Garrison AveBronxNY10474No relationshipPCGeneral support$125,000
The Praxis Project-National Black Food and Justice
7731 Alaska Ave NWWashingtonDC20012No relationshipPCGeneral support$200,000
The Sentencing Project
1705 DeSales St NWWashingtonDC20036No relationshipPCGeneral support$150,000
The Solutions Project
4096 Piedmont Ave 728OaklandCA94609No relationshipPCGeneral support$150,000
The US Climate Action Network
1367 Connecticut Avenue NWWashingtonDC20036No relationshipPCGeneral support$200,000
The Village of Arts and Humanities
2544 Germantown AvenuePhiladelphiaPA19133No relationshipPCGeneral support$200,000
Third Sector New England Inc
89 South Street Suite 700BostonMA02111No relationshipPCGeneral support$100,000
Threewalls
2738 West North AvenueChicagoIL60647No relationshipPCGeneral support$400,000
Tides Center
The Presidio 1014 Torney AvenueSan FranciscoCA941290709No relationshipPCGeneral support$775,000
Transgender Law Center
PO Box 70976OaklandCA94612No relationshipPCGeneral support$150,000
Urban Manufacturing Alliance
608 Henry Street 1BrooklynNY11231No relationshipPCGeneral support$150,000
Youth Empowerment Project
1600 Oretha Castle Haley BoulevardNew OrleansLA70113No relationshipPCGeneral support$75,000
Youth Law Center
832 Folsom Street Suite 700San FranciscoCA94107No relationshipPCGeneral support$50,000
Zebras UniteOrg
810 NW Marshall St Ste 300PortlandOR97209No relationshipPCGeneral support$250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$38,745,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$176,863ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,274,072ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$39,729,574ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
PARTNERSHIP INCOME525990-$1,581,75618$51,715,086
OTHER INCOME90009914$1,843

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$1,581,756UnrelatedBusinessTaxblIncmAmt
Exclusion$94,897,438ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$93,315,682TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDIT & TAX PREPCategoryTxt
Amt$122,477Amt
Net Investment Income$26,243NetInvestmentIncomeAmt
Disbursements Charitable Prps$96,234DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescSEE GENERAL EXPLANATION ATTACHMENTDesc
Amt$774,750Amt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmt
FURNITURE &FIXT.2009-01-01$419,237$198,897SL5$81,703
LEASEHOLD IMPRV.2009-01-01$2,243,364$378,413SL11$136,696
EQUIPMENT2009-01-01$65,860$24,184SL5$13,172
ART WORK2009-01-01$84,400$84,400SL5$0

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtVerificationVerificationDtResults Of VerificationResultsOfVerificationTxtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
Neighborhood Funders Group
150 W 30TH STREET SUITE 1401NEW YORKNY100012021-08-01$650,000TO FUND NEIGHBORHOODS FIRST FUND IN SUPPORTING COMMUNITY-BASED ORGS. AND RESOURCE ALLIES.$325,000NO2/28/22, 7/31/22, 2/28/23, 7/31/23, 2/29/24, 8/31/242020-01-03The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.
CANADIAN CENTRE FOR LEGAL INNOVATION
2019-03-01$105,000General Operating Support$30,000NO4/30/20, 4/30/21, 4/30/22. 4/30/232021-01-15The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.1622 WALNUT STREETHALIFAXNOVA SCOTIACAB3H 3S4
60 DECIBELS
205 E 42ND STREETNEW YORKNY100252020-05-01$150,000to help orgs. understand & prioritize the biggest concern facing people & to design solutions.$30,000NO2/28/22, 2/28/23, 2/29/24, 4/30/24The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (4 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
PART IX-B, LINE 1:PART IX-B, LINE 1:SUMMARY OF PROGRAM-RELATED INVESTMENTS - INVESTMENT in FOUNDERS FIRST CAPITAL PARTNERS, INC., A DELAWARE CORPORATION. Founders First Capital Partners is building a comprehensive ecosystem through its proprietary platform to empower underrepresented founders to become leading premium wage job creators within their communities. The Corporation provides revenue-based funding and advisory services to service-based small businesses located outside of major capital markets.
PART IX-B, LINE 2:PART IX-B, LINE 2:SUMMARY OF PROGRAM-RELATED INVESTMENTS - INVESTMENT in 1863 VENTURE FUND I, L.P., A DELAWARE PARTNERSHIP. 1863 Ventures will focus on making convertible notes, demand dividend notes, or royalty shares to New Majority Entrepreneurs (NME) that are building companies focused on growing revenue and profitably. NMEs are historically overlooked entrepreneurs from underserved communities represented by women and people of color.
PART IX-B, LINE 3:PART IX-B, LINE 3:SUMMARY OF OTHER PROGRAM-RELATED INVESTMENTS: a) INVESTMENT IN IMPACT ENGINE.......................$272,880. b) INVESTMENT IN ILLUMEN CAPITAL.....................$210,816. c) INVESTMENT IN LIVING CITIES.......................$166,691. D) INVESTMENT IN IMPACT AMERICA II...................$110,468. e) INVESTMENT IN IMPACT AMERICA I....................$ 7,563. f) INVESTMENT IN VAMOS VENTURES......................$ 6,332. Total................................................$774,750.
PART XV, LINE 3B:PART XV, LINE 3B:Grants and contributions approved for future payment: The difference of $6,617 between what Surdna Foundation, Inc. reported on Part II, Line 18 ($38,738,383) and what they reported on the schedule of grants and contributions approved for future payment on Part XV, Line 3b ($38,745,000) is attributable to a present value discount at 5% under generally accepted accounting principles ("GAAP").

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (112 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
10X GENOMICS INC. CLASS A$1,243,849$1,243,849
ADR SEA LTD ADR$3,367,694$3,367,694
AEROJET ROCKETDYNE HLDGS INC.$223,100$223,100
AIRBNB INC. CLASS A$501,074$501,074
ALIGN TECHNOLOGY INC.$1,073,527$1,073,527
AMAZON INC.$1,269,419$1,269,419
AMERISAFE INC.$316,954$316,954
AMN HEALTHCARE SVCS INC.$606,125$606,125
ANTHEM INC.$954,118$954,118
ARCH CAPITAL GROUP STK$847,257$847,257
ARES CAP CORP$361,338$361,338
ATLASSIAN CORPORATION PLC$719,465$719,465
AVANTOR INC.$760,589$760,589
AXSOME THERAPEUTICS INC..$899,107$899,107
BAKER HUGHES CO$580,967$580,967
BALL CORP$537,001$537,001
BEACON ROOFING SUPPLY INC.$646,881$646,881
BLOOM ENERGY CORP CLASS A$322,171$322,171
BOWX ACQUISITION C STOCK MERGE$296,470$296,470
BRIDGEBIO PHARMA INC.$354,421$354,421
C3 AI INC. CLASS A$150,072$150,072
CARVANA CO CLASS A$471,745$471,745
CHAMPIONX CORPORATION$479,706$479,706
CHARLES RIV LABORATORIES INTL$457,221$457,221
CHARTERMUNICATIONS INC. NEW CL$859,968$859,968
CLEVELAND CLIFFS$449,957$449,957
COGNYTE SOFTWARE LTD NPV WI$474,810$474,810
COSTAR GROUP INC.$738,754$738,754
COUPA SOFTWARE INC.$397,359$397,359
CREE INC. NAME WITH CUSIP CHAN$692,953$692,953
DANIMER SCIENTIFIC INC.$230,560$230,560
DEXCOM INC.$535,031$535,031
DIGITALBRIDGE GROUP INC.$690,389$690,389
DOORDASH INC. CLASS A$490,051$490,051
EDWARDS LIFESCIENCES CORP$553,685$553,685
ELEMENT SOLUTION INC.$1,332,239$1,332,239
ENERSYS$821,421$821,421
EVOQUA WATER TECHNOLOGIES CORP$1,158,823$1,158,823
FIRSTCASH INC.$411,629$411,629
FIVERR INTERNATIONAL LTD$512,866$512,866
FLEX LTD$1,387,748$1,387,748
FLOOR & DECOR HLDGS INC. CLASS$640,753$640,753
FRONTDOOR INC.$435,576$435,576
GARRETT MOTION INC.$361,813$361,813
GOPRO INC. CLASS A$461,363$461,363
GROCERY OUTLET HLDG CORP$352,977$352,977
GUANGDONG INVT LTD$120,777$120,777
HILTON GRAND VACATIONS INC.$802,221$802,221
HOWARD HUGHES CORP STOCK$556,497$556,497
HURON CONSULTING GROUP INC. ST$3,342$3,342
INTERCONTINENTAL EXCHANGE INC.$726,207$726,207
INTUIT$1,228,856$1,228,856
KATAPULT HLDGS INC.$289,578$289,578
KEMPER CORP DEL$389,601$389,601
KFORCE INC.$106,352$106,352
KKR & CO INC. CLASS A$556,797$556,797
L3HARRIS TECHNOLOGIES INC.$627,700$627,700
LAB CORP AMER HLDGS NEW$1,339,803$1,339,803
LITHIA MTRS INC. CLASS A$491,749$491,749
LPL FINL HLDGS INC.$536,006$536,006
LUMINAR TECHNOLOGIES INC.$738,442$738,442
LYFT INC. CLASS A$812,488$812,488
MARRIOTT VACATIONS WORLDWIDE C$578,259$578,259
MATCH GROUP INC. NEW$1,253,074$1,253,074
META PLATFORMS INC.$1,346,333$1,346,333
MOLINA HEALTHCARE INC.$751,335$751,335
MSC INDL DIRECT INC. CLASS A$558,121$558,121
NETFLIX INC. STK$2,159,851$2,159,851
NORTONLIFE LOCK INC.$1,068,657$1,068,657
NV5 GLOBAL INC.$791,521$791,521
ONESPAWORLD HLDGS LTD$601,168$601,168
PMV PHARMACEUTICALS INC.$78,841$78,841
POST HLDGS INC. STK$1,170,391$1,170,391
PRECIGEN INC.MON STOCK$254,756$254,756
QORVO INC.$977,467$977,467
RESIDEO TECHNOLOGIES INC.$638,670$638,670
RESTAURANT BRANDS INTL INC.$751,177$751,177
RINGCENTRAL INC. CLASS A$1,969,842$1,969,842
RUSH ENTERPRISES INC. CLASS A$533,452$533,452
SAREPTA THERAPEUTICS INC.$541,770$541,770
SERVICENOW INC.$1,691,515$1,691,515
SHOPIFY INC. CLASS A SHOPIFY I$702,731$702,731
SNOWFLAKE INC. CLASS A$511,165$511,165
SPLUNK INC.STK$998,614$998,614
SQUARE INC. CLASS A$2,018,908$2,018,908
TECK RESOURCES LIMITED$989,361$989,361
TEGNA INC.$736,049$736,049
TELADOC HEALTH INC.$935,049$935,049
TERMINIX GLOBAL HLDGS INC.$994,563$994,563
THE REALREAL INC.$611,730$611,730
THERMON GROUP HLDGS INC.$266,080$266,080
TOLL BROS INC.$733,378$733,378
TRAVEL + LEISURE CO$940,023$940,023
TWILIO INC. CLASS A$1,465,487$1,465,487
UBER TECHNOLOGIES INC.$1,390,529$1,390,529
UNIFIRST CORP MASS$435,257$435,257
UNIVAR SOLUTIONS INC.$739,324$739,324
UPLAND SOFTWARE INC.$442,166$442,166
VERTIV HOLDINGS LLC$1,304,940$1,304,940
VIASAT INC.$667,856$667,856
VIATRIS INC.$623,130$623,130
VIMEO INC.$14$14
VISA INC. CLASS A STK$2,033,533$2,033,533
VISTEON CORP NEW NEW$385,799$385,799
WARNER MUSIC GROUP CORP CLASS$611,058$611,058
WESCO INTL INC.$1,109,942$1,109,942
WW INTL INC.$830,497$830,497
WYNN RESORTS LTD$684,269$684,269
ZEBRA TECHNOLOGIES CORP CLASS$1,501,104$1,501,104
ZILLOW GROUP INC.$680,277$680,277
ZOETIS INC.$666,051$666,051
ZYNGA INC.$620,909$620,909

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (219 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MFO DFA EMERGING MARKETS VALUEFMV$11,992,311$11,992,311
GMO GLOBAL EQUITY ALLOCATION FFMV$11,432,553$11,432,553
HARDING LOEVNER FUNDS, INC. INFMV$30,388,309$30,388,309
SILCHESTER INTERNATIONAL VALUEFMV$37,122,069$37,122,069
NTGI-QM COMMON DAILY S&P 500 EFMV$623$623
CF EQUITY FUND APL (USD)FMV$30,497,858$30,497,858
SSGA U.S GOVT CREDIT BOND INDEFMV$39,775,588$39,775,588
4D GLOBAL ENERGY INVESTMENTS PFMV$1,171,310$1,171,310
AACP TAX-EXEMPT INVESTORS IV,FMV$7,566,855$7,566,855
AACP TAX-EXEMPT INVESTORS V LPFMV$4,864,531$4,864,531
ABRY ADVANCED SECURITIES FUNDFMV$1,920,035$1,920,035
ABRY HERITAGE PARTNERS (CAYMANFMV$103,170$103,170
ABRY HERITAGE PARTNERS, LPFMV$899,656$899,656
ABRY PARTNERS IX, LPFMV$2,729,094$2,729,094
ABRY PARTNERS VII LPFMV$1,181,123$1,181,123
ABRY PARTNERS VIII (CAYMAN AIVFMV$103,626$103,626
ABRY PARTNERS VIII, LPFMV$2,170,420$2,170,420
ABRY SENIOR EQUITY IIIFMV$84,928$84,928
ABRY SENIOR EQUITY IVFMV$798,726$798,726
ABRY SENIOR EQUITY V, L.P.FMV$3,760,051$3,760,051
ACREW CAPITAL FUND, LPFMV$3,140,938$3,140,938
ADAGE CAPITAL PARTNERS, LPFMV$145,864,005$145,864,005
AKO EUROPEAN LONG-ONLY PARTNERFMV$25,791,288$25,791,288
APOLLO EUROPEAN PRINCIPAL FINAFMV$300,111$300,111
ARCLIGHT ENERGY PARTNERS FUNDFMV$14,450$14,450
ARSENAL CAPITAL PARTNERS III LFMV$774,374$774,374
ARSENAL CAPITAL PARTNERS IV-BFMV$6,603,299$6,603,299
ARSENAL CAPITAL PARTNERS V LPFMV$4,419,878$4,419,878
ARTIMAN VENTURES 2014, L.P.FMV$5,745,700$5,745,700
ARTIMAN VENTURES SELECT 2014,FMV$1,500,532$1,500,532
ARTIMAN VENTURES SPECIAL OPPORFMV$1$1
ASIA ALTERNATIVES CAPITAL PTRSFMV$4,955,139$4,955,139
ASIA ALTERNATIVES DELAWARE IIIFMV$196,342$196,342
ASIA ALTERNATIVES DELAWARE IV,FMV$592,479$592,479
ASIA ALTERNATIVES DELAWARE V LFMV$410,453$410,453
ASPECT VENTURES II, L.PFMV$3,047,678$3,047,678
ASPECT VENTURES, LPFMV$13,450,187$13,450,187
ATALAYA SPECIAL OPPORTUNITIESFMV$1,597,940$1,597,940
AVANATH AFFORDABLE HOUSING IV,FMV$1,824,253$1,824,253
BAIN CAPITAL DOUBLE IMPACT FUNFMV$788,924$788,924
BAIN CAPITAL EUROPE FUND III,FMV$348,108$348,108
BAIN CAPITAL FUND IX, LPFMV$91,667$91,667
BAIN CAPITAL FUND X LPFMV$2,687,567$2,687,567
BAIN CAPITAL IX COINVESTMENT FFMV$2,010$2,010
BASE10 ADVANCEMENT INITIATIVEFMV$1,300,000$1,300,000
BASE10 PARTNERS II LPFMV$3,382,135$3,382,135
BAUPOST VALUE PARTNERS IV, LPFMV$29,006,784$29,006,784
BETTER VENTURES FUND III, LPFMV$1,875,678$1,875,678
BLACKHORN VENTURES INDUSTRIALFMV$664,097$664,097
BLUE WATER ENERGY FUND 1-A LPFMV$4,968,666$4,968,666
BLUE WATER ENERGY FUND II, L.PFMV$5,563,284$5,563,284
BPG INVESTMENT PARTNERSHIP VIIFMV$1,000$1,000
BROOKSIDE CAYMAN, LTDFMV$450,540$450,540
CAPRIA FUND LLCFMV$803,346$803,346
CARMEL PARTNERS INVESTMENT FUNFMV$5,389,474$5,389,474
CHARLESBANK EQUITY FUND IX LPFMV$4,070,239$4,070,239
CHARLESBANK EQUITY FUND VIIFMV$976,470$976,470
CHARLESBANK EQUITY FUND VIII LFMV$2,798,695$2,798,695
CIM ENTERPRISE LOAN FUND LPFMV$6,006,986$6,006,986
COATUE OFFSHORE LTD CL A SUB HFMV$28,705,382$28,705,382
COMMONFD CAPITAL INTL PARTNERSFMV$600,741$600,741
COMMONFUND CAP PRIVATE EQUITYFMV$707$707
COMMONFUND CAP PRIVATE EQUITYFMV$651,670$651,670
COMMONFUND CAPITAL NATURAL RESFMV$377,123$377,123
COMMONFUND CAPITAL VENTRUE PTRFMV$1,672,731$1,672,731
COMMONFUND CAPITAL VENTURE PTRFMV$209,978$209,978
CONGRUENT VENTURES II, LPFMV$226,111$226,111
CONSILIUM EMERGING MARKET SMALFMV$1$1
COSTANOA VENTURES III, LPFMV$6,518,330$6,518,330
COSTANOA VENTURES IV LPFMV$1,737,251$1,737,251
COSTANOA VENTURES OPPORTUNITYFMV$2,404,576$2,404,576
CROW HOLDINGS SELF-STORAGE FUNFMV$3,575,439$3,575,439
D.E. SHAW ALL COUNTRY GLOBAL AFMV$35,074,085$35,074,085
DAVIDSON KEMPNER INST PTRSFMV$23,674,897$23,674,897
DBL PARTNERS III LPFMV$5,377,682$5,377,682
DBL PARTNERS IV, LPFMV$711,281$711,281
DIVERSIS CAPITAL PARTNERS I LPFMV$4,006,275$4,006,275
DOVER STREET VII CAYMAN FUND,FMV$351,078$351,078
ECOSYSTEM INTEGRITY FUND III,FMV$1,713,114$1,713,114
ECOSYSTEM INTEGRITY FUND, IV LFMV$444,872$444,872
EGERTON LONG-SHORT FUND (USD)FMV$11,850,648$11,850,648
ELEVAR EQUITY IV LPFMV$3,216,537$3,216,537
ENCAP ENERGY CAPITAL FUND VI-BFMV$23,280$23,280
ENCAP ENERGY CAPITAL FUND VII-FMV$274,443$274,443
ENCAP FLATROCK MIDSTREAM FUNDFMV$945,633$945,633
ENCAP FLATROCK MIDSTREAM FUNDFMV$4,242,052$4,242,052
ENDOWMENT VENTURE PARTNERS V,FMV$394,112$394,112
ENERVEST ENERGY INSTITUTIONALFMV$8,852$8,852
ENERVEST ENERGY INSTITUTIONALFMV$72,809$72,809
ENERVEST ENERGY INSTITUTIONALFMV$1$1
ENERVEST ENERGY INSTITUTIONALFMV$7,856,821$7,856,821
ENR PARTNERS II LPFMV$8,321,704$8,321,704
EQUAL VENTURES 1, LPFMV$1,388,893$1,388,893
EUROPA FUND IIIFMV$121,178$121,178
FARALLON CAPITAL INSTITUTIONALFMV$431,932$431,932
FIRSTMARK CAPITAL IV LPFMV$9,265,715$9,265,715
FIRSTMARK CAPITAL OF II, L.P.FMV$13,022,856$13,022,856
FIRSTMARK CAPITAL OF III, LPFMV$4,372,103$4,372,103
FIRSTMARK CAPITAL V, L.P.FMV$1,306,325$1,306,325
FORTRESS INVESTMENT FUND V (COFMV$1,471,330$1,471,330
FORTRESS INVESTMENT FUND V B,FMV$2,376,985$2,376,985
FRAZIER HEALTHCARE GROWTH BUYOFMV$4,922,984$4,922,984
FRAZIER HEALTHCARE GROWTH BUYOFMV$3,952,066$3,952,066
FRAZIER HEALTHCARE GROWTH BUYOFMV$250,000$250,000
FRONTIER SMALL CAP GROWTH FUNDFMV$19,762,397$19,762,397
G2VP I, LLCFMV$3,203,626$3,203,626
G2VP II, LLCFMV$360,000$360,000
GCOF III CONDOR AIV-A, L.PFMV$666,991$666,991
GENERAL CATALYST GROUP VIFMV$14,810,493$14,810,493
GENERAL CATALYST GROUP VII, LPFMV$5,669,646$5,669,646
GENERAL CATALYST GROUP VIII SFMV$2,287,265$2,287,265
GENERAL CATALYST GROUP VIII, LFMV$7,963,634$7,963,634
GENERATION IM GLOBAL EQUITY FUFMV$10,959,916$10,959,916
GRAIN COMMUNICATIONS OPPORTUNIFMV$6,463,032$6,463,032
GRAIN COMMUNICATIONS OPPORTUNIFMV$1$1
GREAT HILL EQUITY PARTNERS VI,FMV$7,649,858$7,649,858
GREAT HILL EQUITY PARTNERS VIIFMV$1,185,929$1,185,929
GREENFIELD ACQUISITION PARTNERFMV$56,813$56,813
HARVEST MLP INCOME FUNDFMV$1$1
HHR ATLAS LTD CL C SER 1 FDFMV$24,268,419$24,268,419
HIGHFIELDS CAPITAL IV, LPFMV$283,100$283,100
HIGHLAND CAPITAL PARTNERS 9 LPFMV$5,991,172$5,991,172
HIGHLAND CAPITAL PARTNERS VIIIFMV$3,441,340$3,441,340
ICON VENTURES V, LPFMV$3,071,916$3,071,916
ICON VENTURES VI, LPFMV$4,132,695$4,132,695
INCLUSIVE CAPITAL PARTNERS SPRFMV$5,341,958$5,341,958
INDUS ASIA PACIFIC FUND LTDFMV$30,870$30,870
INTERWEST PARTNERS X, LPFMV$1,317,540$1,317,540
JC FLOWERS II, LPFMV$820$820
JUNIPER CAPITAL III, LPFMV$11,825,823$11,825,823
KABOUTER INTERNATIONAL OPPORTUFMV$25,886,150$25,886,150
KAYNE ANDERSON ENERGY FUND V (FMV$1,500,092$1,500,092
KAYNE ANDERSON ENERGY FUND VIFMV$258,478$258,478
KENSICO OFSHR FD LTD CL K NI KFMV$8,457,605$8,457,605
KENSICO OFSHR FD LTD CL L E 1KFMV$70,653$70,653
KENSICO OFSHR FD LTD CL L E 1LFMV$71,301$71,301
KENSICO OFSHR FD LTD CL L NI KFMV$8,531,463$8,531,463
LIME ROCK NEW ENERGY, L.P.FMV$1,009,351$1,009,351
LIME ROCK RESOURCES IV-A LPFMV$10,365,982$10,365,982
LONE STAR FUND IV (US), LPFMV$32,816$32,816
LONE STAR FUND V (US), LPFMV$1,307,434$1,307,434
LONE STAR FUND VI (US), LPFMV$1,807,524$1,807,524
LONE STAR FUND VII (US) LPFMV$14,878$14,878
LONE STAR FUND VIII (U.S.), L.FMV$1,092,719$1,092,719
LONE STAR FUND X US LPFMV$1$1
LONE STAR REAL ESTATE FUND (USFMV$211,151$211,151
LSF X U.S. HOLDINGS, L.P.FMV$3,044,864$3,044,864
LUMINATE CAPITAL PARTNERS IIIFMV$659,333$659,333
MADISON DEARBORN CAPITAL PTRSFMV$298,220$298,220
MADISON INTERNATIONAL RE LIQUIFMV$305,484$305,484
MADISON INTERNATIONAL REAL ESTFMV$1$1
MATERIAL IMPACT FUND I L.PFMV$1,358,396$1,358,396
MATERIAL IMPACT FUND II LPFMV$119,228$119,228
MAYFAIR EQUITY PARTNERS II LPFMV$2,908,390$2,908,390
MED PLATFORM I COMPARTMENT 1S.FMV$1,440,170$1,440,170
MED PLATFORM I COMPARTMENT 2 SFMV$1,454,326$1,454,326
MONOMOY CAPITAL PARTNERS AIV IFMV$3,006,044$3,006,044
MORGENTHALER VENTURE PARTNERSFMV$9,196,248$9,196,248
MUCKER EARLY II, L.P.FMV$2,196,892$2,196,892
MUCKER IV, LPFMV$4,258,106$4,258,106
MUCKER SELECT, LPFMV$10,135,654$10,135,654
MUCKER V, L.P.FMV$1,026,441$1,026,441
NEW ENERGY CAPITAL INFRASTRUCTFMV$486,718$486,718
NEW ENERGY CAPITAL INFRASTRUCTFMV$899,181$899,181
NORTH BRIDGE GROWTH EQUITY II,FMV$13,771,868$13,771,868
NORTHGATE PRIVATE EQUITY PARTNFMV$3,832,055$3,832,055
NORTHGATE VENTURE GROWTH I, LPFMV$1,269,415$1,269,415
NORTHGATE VENTURE PARTNERS IIIFMV$6,969,710$6,969,710
OBVIOUS VENTURES III, LPFMV$2,144,582$2,144,582
OWNERSHIP CAPITAL GLOBAL EQUITFMV$28,957,529$28,957,529
PARK STREET CAPITAL NATURAL REFMV$1,003,256$1,003,256
PATRON CAPITAL LP IIIFMV$114,738$114,738
PATRON CAPITAL LP IVFMV$507,814$507,814
PEAKSPAN CAPITAL GROWTH PARTNEFMV$5,259,773$5,259,773
PEAKSPAN CAPITAL GROWTH PARTNEFMV$5,319,739$5,319,739
PHOENIX ASIA REAL ESTATE INVESFMV$1,359,056$1,359,056
PRECURSOR VENTURES III LPFMV$770,000$770,000
PROSPECT HARBOR CREDIT PARTNERFMV$150$150
PVP FUND II, LPFMV$5,515,399$5,515,399
PVP FUND III, LPFMV$527,319$527,319
REDWOOD OFFSHORE FUND LTD CL AFMV$13,708,188$13,708,188
RETHINK IMPACT II LPFMV$437,619$437,619
RIVERSIDE CAPITAL APPRECIATIONFMV$712,737$712,737
RMS EVERGREEN US FORESTLANDFMV
RRG GLOBAL PARTNERS FUND LPFMV$1,586,406$1,586,406
RRG SUSTAINABLE WATER IMPACT FFMV$594,988$594,988
SANKATY CREDIT OPPORTUNITIES (FMV$120,646$120,646
SANKATY CREDIT OPPORTUNITIES IFMV$1$1
SCULPTOR OVERSEAS FUND LTDFMV$1$1
SENTAKU INVESTORS, LLCFMV$80,987$80,987
SHORENSTEIN REALTY INVESTORS NFMV$41,586$41,586
SIGMA PRIME PARTNERS IXFMV$2,673,764$2,673,764
SIRIOS OVERSEAS FD A/1EFMV$18,338,343$18,338,343
SJF VENTURES IV LPFMV$2,276,334$2,276,334
SJF VENTURES V, LPFMV$180,665$180,665
SOFINNOVA CAPITAL IXFMV$2,465,049$2,465,049
SOFINNOVA CAPITAL VIIIFMV$4,635,382$4,635,382
SOMERSET GLOBAL EMERGING MARKEFMV$26,241,764$26,241,764
SOUTHERN CROSS LATIN AMERICA PFMV$27,674$27,674
SUMMIT PARTNERS GROWTH EQUITYFMV$1,978,433$1,978,433
SUMMIT PARTNERS VENTURE CAPITAFMV$198,526$198,526
SUSTAINABLE ASSET FUND II, LPFMV$3,092,803$3,092,803
SYSTEMATIC HOLDING A AB - SEKFMV$1,057,274$1,057,274
TECHNOLOGY IMPACT FUND II, LPFMV$148,029$148,029
TECHNOLOGY IMPACT FUND LPFMV$3,425,327$3,425,327
THE NIPPON VALUE INVESTORS JAPFMV$9,516,592$9,516,592
TIFF PARTNERS III, LLCFMV$129,723$129,723
TPG ENDOWMENT FUND V, L.P.FMV$16,153$16,153
TPG ENDOWMENT FUND VI, LPFMV$674,016$674,016
VENROCK ASSOCIATES VIFMV$11,859,101$11,859,101
VENROCK ASSOCIATES VIIFMV$8,470,956$8,470,956
VENROCK ASSOCIATES VIII, L.PFMV$5,665,061$5,665,061
VIKING GLOBAL EQ III LTD CL H/FMV$30,559,646$30,559,646
VISTA EQUITY PARTNERS FUND VIIFMV$4,345,495$4,345,495
VISTA EQUITY PARTNERS VI-A LPFMV$6,139,503$6,139,503
VISTA FOUNDATION FUND III-A LPFMV$3,298,836$3,298,836
VISTA FOUNDATION FUND IV-A, L.FMV$1,329,783$1,329,783
WESTBROOK RE FUND IXFMV$624,326$624,326
WGI EMERGING MARKETS LLC FDFMV$33,273,020$33,273,020

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (4 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
FURNITURE &FIXT.$419,237$280,600$138,637
LEASEHOLD IMPRV.$2,243,364$515,109$1,728,255
EQUIPMENT$65,860$37,356$28,504
ART WORK$84,400$84,400

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryVARIOUS LEGALCategoryTxt
Legal Fees$26,213LegalFeesAmt
Net Investment Income$4,269NetInvestmentIncomeAmt
Disbursements Charitable Prps$21,944DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PROGRAM RELATED INVESTMENTS$7,905,997$10,227,601$10,227,601
ACCRUED INCOME$25,558,060-$639-$639
PREPAID EXCISE TAXES$1,046,114$38,275$38,275

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtAdjusted Net IncomeAdjustedNetIncomeAmtNet Investment IncomeNetInvestmentIncomeAmt
BOOKS & SUBSCRIPTIONS$11,059$11,059
CONFERENCE/REGISTRATION$14,716$14,716
INSURANCE$64,966$64,966
INTERNET/SOFTWARE$233,803$233,803$0
MEMBERSHIPS$9,250$9,250
OFFICE SUPPLIES$53,649$53,649
PER DIEM SALARIES$39,954$39,954
POSTAGE$5,984$5,984
TELEPHONE$30,066$30,066
PARTNERSHIP EXPENSE$10,713,920

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PARTNERSHIP INCOME - OTHER PORTFOLIO
INCOME$50,133,330$3,807,390
OTHER INCOME$1,843$1,843
LESS INCOME TAXED AS UNRELATED BUSINESS$0
INCOME (IRC 4940(C)(2))$1,581,756

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED GAIN ON INVESTMENTSDesc
Amt$289,927,213Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
GRANT PROGRAM CONSULTANTS$1,451,593$1,451,593
EXECUTIVE SEARCH FEES$15,750$15,750
INVESTMENT MANAGEMENT$3,238,768$3,238,768

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX ON NET INVEST. INC.$1,055,738
FOREIGN TAXES PAID$418,455
STATE UNRELATED BUSINESS
INCOME TAX$47,899$0$0