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AMERICAN HONDA FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
AMERICAN HONDA FOUNDATION (EIN 95-3924667)
Tax period
2020-04-01 to 2021-03-31
Filed
2022-06-16
IRS object ID
202231679349100608
Schema version
2020v4.2
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)
Return2022-06-16T13:33:02-05:00ReturnTs
Tax Period End2021-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330783700PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PDM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13460 TORRANCE BLVD STE 200AddressLine1Txt
CityTORRANCECityNm
State AbbreviationCAStateAbbreviationCd
ZIP90503ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN953924667EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HONDA USA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHONDBusinessNameControlTxt
Phone3107810267PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11919 TORRANCE BLVDAddressLine1Txt
CityTORRANCECityNm
State AbbreviationCAStateAbbreviationCd
ZIP90501ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICH RICHARDSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3107810267PhoneNum
Signature2022-06-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHPersonFirstNm
Person LastRICHARDSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPRESTON GEGENFURTNER CPAPreparerPersonNm
PTINP01347982PTIN
Phone3105404118PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Name ChangeYes (X)NameChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$33,007,448FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$399,475DividendsRevAndExpnssAmt
Dividends Net Invst Incm$399,475DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,113,312NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,012,905GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,113,312CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$94,675OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$94,675OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,607,462TotalRevAndExpnssAmt
Total Net Invst Incm$1,607,462TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$159,646OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$159,646OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$82,019PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$82,019PensionEmplBnftDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$298,731OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$275,265OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$23,466OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$210,794TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$20,768TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$16,530OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$16,530OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$767,720TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$275,265TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$302,429TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,690,304ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,665,304ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,458,024TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$275,265TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,967,733TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$850,562ExcessRevenueOverExpensesAmt
Net Investment Income$1,332,197NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$22,743CashBOYAmt
Cash EOY$98,877CashEOYAmt
Cash EOYFMV$98,877CashEOYFMVAmt
Acct Rcvbl$51,031AcctRcvblAmt
Acct Rcvbl BOY$60,657AcctRcvblBOYAmt
Acct Rcvbl EOY$51,031AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$51,031AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$60,524PrepaidExpensesBOYAmt
Prepaid Expenses EOY$18,348PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$18,348PrepaidExpensesEOYFMVAmt
Other Investments BOY$26,418,828OtherInvestmentsBOYAmt
Other Investments EOY$32,839,192OtherInvestmentsEOYAmt
Other Investments EOYFMV$32,839,192OtherInvestmentsEOYFMVAmt
Total Assets BOY$26,562,752TotalAssetsBOYAmt
Total Assets EOY$33,007,448TotalAssetsEOYAmt
Total Assets EOYFMV$33,007,448TotalAssetsEOYFMVAmt
Accounts Payable BOY$42,677AccountsPayableBOYAmt
Accounts Payable EOY$42,226AccountsPayableEOYAmt
Grants Payable EOY$25,000GrantsPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$147,850OtherLiabilitiesEOYAmt
Total Liabilities BOY$42,677TotalLiabilitiesBOYAmt
Total Liabilities EOY$215,076TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$26,520,075NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$32,792,372NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$26,520,075TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$32,792,372TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$26,562,752TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$33,007,448TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$26,520,075TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$850,562ExcessRevenueOverExpensesAmt
Other Increases$7,122,859OtherIncreasesAmt
Subtotal$32,792,372SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$32,792,372TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (662 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
95 SHARES GUIDEWIRE SOFTWARE INC2016-04-282020-04-01$7,157$5,567$1,590$1,590
13 SHARES GUIDEWIRE SOFTWARE INC2017-05-042020-04-01$979$790$189$189
62 SHARES GUIDEWIRE SOFTWARE INC2017-12-192020-04-01$4,671$4,596$75$75
182 SHARES GUIDEWIRE SOFTWARE INC2019-06-052020-04-01$13,710$17,110-$3,400-$3,400
20 SHARES INTERCONTINENTAL2015-03-132020-04-28$1,870$918$952$952
154 SHARES INTERCONTINENTAL2015-09-292020-04-28$14,400$6,916$7,484$7,484
1048 SHARES KNOWLES CORP SHS2019-10-172020-04-01$13,592$22,913-$9,321-$9,321
230 SHARES KNOWLES CORP SHS2019-11-272020-04-01$2,983$5,103-$2,120-$2,120
154 SHARES MICROCHIP TECHNOLOGY INC2019-12-092020-04-20$12,005$15,233-$3,228-$3,228
61 SHARES STERIS PLC REG SHS2020-01-292020-04-01$8,437$9,271-$834-$834
37 SHARES STRYKER CORP2018-04-132020-04-01$5,356$5,833-$477-$477
21 SHARES TELEFLEX INC2017-12-202020-04-01$5,877$5,367$510$510
119 SHARES ZOETIS INC2017-03-292020-04-01$13,482$6,444$7,038$7,038
340 SHARES ADVNCD MICRO D INC2019-10-212020-04-29$18,450$10,867$7,583$7,583
49 SHARES AON PLC REG SHS2020-04-302020-05-15$9,396$8,416$980$980
140 SHARES ETSY INC SHS2020-01-292020-05-06$10,349$7,046$3,303$3,303
116 SHARES INTERCONTINENTAL2015-09-292020-04-30$10,545$5,210$5,335$5,335
149 SHARES INTERCONTINENTAL2016-04-042020-04-30$13,545$7,031$6,514$6,514
186 SHARES INTERCONTINENTAL2016-04-042020-04-30$16,636$8,777$7,859$7,859
45 SHARES INTERCONTINENTAL2017-05-042020-04-30$4,025$2,725$1,300$1,300
247 SHARES INTERCONTINENTAL2017-12-192020-04-30$22,092$17,628$4,464$4,464
115 SHARES INTERCONTINENTAL2018-10-102020-04-30$10,286$8,673$1,613$1,613
172 SHARES MICROCHIP TECHNOLOGY INC2019-12-092020-05-13$14,724$17,013-$2,289-$2,289
86 SHARES MICROCHIP TECHNOLOGY INC2019-12-102020-05-13$7,362$8,549-$1,187-$1,187
123 SHARES MICROCHIP TECHNOLOGY INC2019-12-132020-05-13$10,529$12,659-$2,130-$2,130
85 SHARES MICROCHIP TECHNOLOGY INC2020-01-072020-05-13$7,276$9,207-$1,931-$1,931
218 SHARES PORTOLA PHARMACEUTICALS2018-10-032020-05-06$3,881$5,332-$1,451-$1,451
236 SHARES PORTOLA PHARMACEUTICALS2018-10-312020-05-06$4,201$4,649-$448-$448
686 SHARES PORTOLA PHARMACEUTICALS2019-01-022020-05-06$12,211$12,824-$613-$613
131 SHARES PORTOLA PHARMACEUTICALS2019-06-122020-05-06$2,332$3,393-$1,061-$1,061
317 SHARES PORTOLA PHARMACEUTICALS2019-09-202020-05-06$5,643$9,569-$3,926-$3,926
234 SHARES PORTOLA PHARMACEUTICALS2019-12-172020-05-06$4,165$5,971-$1,806-$1,806
386 SHARES PORTOLA PHARMACEUTICALS2020-01-152020-05-06$6,871$5,751$1,120$1,120
164 SHARES TREX CO INC2019-05-172020-05-01$14,998$9,810$5,188$5,188
453 SHARES VIRTU FINL INC SHS CL A2019-05-152020-05-01$10,670$10,520$150$150
128 SHARES BOOZ ALLEN HAMILTON HLDG2017-12-192020-06-12$9,746$4,974$4,772$4,772
120 SHARES BOOZ ALLEN HAMILTON HLDG2018-03-202020-06-12$9,137$4,693$4,444$4,444
270 SHARES BOOZ ALLEN HAMILTON HLDG2018-10-312020-06-12$20,558$13,455$7,103$7,103
125 SHARES BOOZ ALLEN HAMILTON HLDG2020-03-232020-06-12$9,517$6,888$2,629$2,629
144 SHARES BWX TECHNOLOGIES INC2016-09-132020-06-11$8,652$5,594$3,058$3,058
73 SHARES BWX TECHNOLOGIES INC2017-03-062020-06-11$4,386$3,452$934$934
248 SHARES BWX TECHNOLOGIES INC2017-03-082020-06-11$14,900$11,585$3,315$3,315
17 SHARES BWX TECHNOLOGIES INC2017-05-042020-06-11$1,021$849$172$172
102 SHARES BWX TECHNOLOGIES INC2017-12-192020-06-11$6,128$6,233-$105-$105
107 SHARES COCA COLA COM2018-07-262020-06-12$4,849$4,949-$100-$100
238 SHARES COCA COLA COM2018-07-262020-06-26$10,460$11,009-$549-$549
693 SHARES PERSPECTA INC REG SHS2019-09-242020-06-17$16,797$18,010-$1,213-$1,213
155 SHARES ABBOTT LABS2019-04-122020-07-09$14,454$12,188$2,266$2,266
7 SHARES AMAZON COM INC COM2014-04-032020-07-21$21,950$2,348$19,602$19,602
2 SHARES AMAZON COM INC COM2014-04-032020-07-22$6,237$671$5,566$5,566
12 SHARES BWX TECHNOLOGIES INC2017-12-192020-06-30$679$733-$54-$54
169 SHARES BWX TECHNOLOGIES INC2018-01-252020-06-30$9,563$10,723-$1,160-$1,160
961 SHARES CODEXIS INC2018-04-062020-07-15$11,567$9,905$1,662$1,662
299 SHARES CODEXIS INC2020-03-312020-07-15$3,599$3,232$367$367
204 SHARES COCA COLA COM2018-07-262020-06-30$9,024$9,436-$412-$412
266 SHARES COCA COLA COM2018-07-262020-07-06$11,988$12,304-$316-$316
83 SHARES ETSY INC SHS2020-01-292020-07-22$8,733$4,178$4,555$4,555
249 SHARES HORIZON THERAPEUTICS2019-03-072020-06-30$13,796$6,561$7,235$7,235
135 SHARES LAUREATE EDUCATION INC2017-06-302020-07-07$1,350$2,406-$1,056-$1,056
409 SHARES LAUREATE EDUCATION INC2017-07-172020-07-07$4,090$7,187-$3,097-$3,097
223 SHARES LAUREATE EDUCATION INC2017-12-192020-07-07$2,230$3,037-$807-$807
509 SHARES LAUREATE EDUCATION INC2018-01-022020-07-07$5,090$7,153-$2,063-$2,063
437 SHARES LAUREATE EDUCATION INC2018-08-102020-07-07$4,370$7,073-$2,703-$2,703
396 SHARES LAUREATE EDUCATION INC2019-01-172020-07-07$3,960$6,038-$2,078-$2,078
501 SHARES LAUREATE EDUCATION INC2019-03-282020-07-07$5,010$7,425-$2,415-$2,415
277 SHARES LAUREATE EDUCATION INC2020-03-202020-07-07$2,770$2,895-$125-$125
88 SHARES TREX CO INC2019-05-172020-07-21$11,808$5,264$6,544$6,544
84 SHARES ABBOTT LABS2019-04-122020-07-31$8,443$6,605$1,838$1,838
156 SHARES ARES MGMT CORP REG S2020-04-292020-07-31$6,202$5,683$519$519
30 SHARES ADOBE INC2015-04-152020-07-31$13,163$2,283$10,880$10,880
79 SHARES ADVNCD MICRO D INC2019-10-212020-07-31$6,073$2,525$3,548$3,548
153 SHARES ADVNCD MICRO D INC2019-10-212020-08-11$12,229$4,890$7,339$7,339
33 SHARES AON PLC REG SHS2020-04-302020-07-31$6,721$5,668$1,053$1,053
10 SHARES AMAZON COM INC COM2014-04-032020-07-31$31,822$3,354$28,468$28,468
15 SHARES AMAZON COM INC COM2014-04-212020-07-31$47,734$4,956$42,778$42,778
94 SHARES AGILENT TECHNOLOGIES INC2018-04-132020-07-31$8,985$6,300$2,685$2,685
58 SHARES ADVANCE AUTO PARTS INC2019-05-242020-07-31$8,694$9,115-$421-$421
18 SHARES ARISTA NETWORKS INC2018-11-012020-07-31$4,557$4,319$238$238
38 SHARES ARISTA NETWORKS INC2019-01-072020-07-31$9,620$8,047$1,573$1,573
76 SHARES ALARM COM HLDGS INC COM2020-01-272020-07-31$5,212$3,440$1,772$1,772
171 SHARES ALARM COM HLDGS INC COM2020-01-272020-08-04$10,335$7,739$2,596$2,596
14 SHARES ALPHABET INC SHS CL A2012-07-272020-07-31$20,603$4,401$16,202$16,202
6 SHARES ALPHABET INC SHS CL A2014-12-042020-07-31$8,830$3,219$5,611$5,611
61 SHARES ACTIVISION BLIZZARD INC2018-11-062020-07-31$5,029$3,955$1,074$1,074
76 SHARES BALL CORP COM2017-06-122020-07-31$5,546$3,063$2,483$2,483
74 SHARES BALL CORP COM2017-06-192020-07-31$5,400$3,096$2,304$2,304
252 SHARES BJS WHSL CLUB HLDGS INC2019-07-262020-07-31$10,120$6,027$4,093$4,093
269 SHARES BJS WHSL CLUB HLDGS INC2019-07-262020-08-11$11,069$6,434$4,635$4,635
234 SHARES BRINKS CO2019-07-252020-07-31$10,733$21,495-$10,762-$10,762
34 SHARES BRINKS CO2019-07-252020-07-31$1,559$3,123-$1,564-$1,564
26 SHARES BURLINGTON STORES INC2018-10-022020-07-31$4,842$4,075$767$767
100 SHARES BWX TECHNOLOGIES INC2018-01-252020-07-31$5,385$6,345-$960-$960
62 SHARES BWX TECHNOLOGIES INC2018-03-012020-07-31$3,339$3,909-$570-$570
112 SHARES COPART INC COM2018-02-082020-07-31$10,322$4,643$5,679$5,679
420 SHARES CAMECO CORP COM2018-10-082020-07-31$4,299$5,048-$749-$749
15 SHARES COSTAR GROUP INC COM2017-09-292020-07-31$12,541$4,011$8,530$8,530
12 SHARES COSTAR GROUP INC COM2017-09-292020-08-11$9,931$3,209$6,722$6,722
11 SHARES COSTCO WHOLESALE CRP DEL2016-03-082020-07-31$3,569$1,661$1,908$1,908
18 SHARES COSTCO WHOLESALE CRP DEL2016-11-102020-07-31$5,840$2,655$3,185$3,185
197 SHARES COCA COLA COM2018-07-262020-07-31$9,309$9,112$197$197
96 SHARES DOLBY LABORATORIES INC2018-08-082020-07-31$6,616$6,303$313$313
59 SHARES ETSY INC SHS2020-01-292020-07-31$6,891$2,970$3,921$3,921
46 SHARES ETSY INC SHS2020-01-292020-08-11$5,998$2,315$3,683$3,683
109 SHARES FIDELITY NATL INFO SVCS2015-03-262020-07-31$15,787$4,412$11,375$11,375
100 SHARES FORTIVE CORP2019-12-022020-07-31$7,114$7,208-$94-$94
50 SHARES GRAND CANYON EDUCATN INC2020-03-202020-07-31$4,460$3,153$1,307$1,307
202 SHARES HORIZON THERAPEUTICS2019-03-072020-07-31$12,510$5,322$7,188$7,188
133 SHARES HORIZON THERAPEUTICS2019-03-072020-08-11$9,598$3,504$6,094$6,094
15 SHARES ILLUMINA INC COM2020-03-172020-07-31$5,727$3,379$2,348$2,348
20 SHARES INPHI CORP2020-06-262020-07-31$2,584$2,275$309$309
43 SHARES LAUDER ESTEE COS INC A2017-11-012020-07-31$8,313$5,288$3,025$3,025
32 SHARES LINDE PLC REG SHS2018-01-312020-07-31$7,883$5,231$2,652$2,652
15 SHARES LINDE PLC REG SHS2018-02-072020-07-31$3,695$2,452$1,243$1,243
84 SHARES LIVE NATION ENT INC2017-11-082020-07-31$3,883$3,827$56$56
62 SHARES MASTERCARD INC2012-07-182020-07-31$19,093$2,709$16,384$16,384
6 SHARES MASTERCARD INC2014-07-152020-07-31$1,848$470$1,378$1,378
20 SHARES MONGODB INC CL A2020-03-162020-07-31$4,568$1,980$2,588$2,588
243 SHARES MICROSOFT CORP2015-11-102020-07-31$48,735$13,005$35,730$35,730
42 SHARES NICE LTD ADR2020-04-012020-07-31$8,564$5,979$2,585$2,585
227 SHARES PERSPECTA INC REG SHS2019-09-242020-07-31$4,911$5,899-$988-$988
101 SHARES PAYPAL HOLDINGS INC SHS2020-06-122020-07-31$19,598$15,580$4,018$4,018
17 SHARES PENUMBRA INC2020-03-202020-07-31$3,762$2,402$1,360$1,360
617 SHARES PURE STORAGE INC SHS2018-01-312020-07-31$10,714$12,734-$2,020-$2,020
52 SHARES PURE STORAGE INC SHS2018-01-312020-07-31$903$1,073-$170-$170
257 SHARES PURE STORAGE INC SHS2018-03-152020-07-31$4,463$5,329-$866-$866
37 SHARES PURE STORAGE INC SHS2018-03-282020-07-31$642$711-$69-$69
11 SHARES QUIDEL CORP2020-06-122020-07-31$3,135$1,888$1,247$1,247
31 SHARES STERIS PLC REG SHS2020-01-292020-07-31$4,959$4,711$248$248
27 SHARES SBA COMMUNICATIONS CORP2020-03-242020-07-31$8,404$6,271$2,133$2,133
10 SHARES TELEFLEX INC2017-12-202020-07-31$3,794$2,556$1,238$1,238
2 SHARES TELEFLEX INC2018-08-082020-07-31$759$473$286$286
73 SHARES TEXAS INSTRUMENTS2015-09-032020-07-31$9,317$3,490$5,827$5,827
66 SHARES TAKE TWO INTER SOFTWARE2019-01-302020-08-03$11,095$6,763$4,332$4,332
33 SHARES TREX CO INC2019-05-172020-07-31$4,605$1,974$2,631$2,631
50 SHARES UNITEDHEALTH GROUP INC2017-03-222020-07-31$15,107$8,374$6,733$6,733
228 SHARES VIRTU FINL INC SHS CL A2019-05-152020-07-31$5,587$5,295$292$292
56 SHARES ZOETIS INC2017-03-292020-07-31$8,387$3,033$5,354$5,354
33 SHARES WORKDAY INC CL A2020-03-172020-07-31$5,882$4,145$1,737$1,737
15 SHARES AON PLC REG SHS2020-04-302020-09-10$3,036$2,576$460$460
8 SHARES ALPHABET INC SHS CL A2014-12-042020-09-10$12,221$4,292$7,929$7,929
3 SHARES ALPHABET INC SHS CL A2016-08-222020-09-10$4,583$2,396$2,187$2,187
186 SHARES BALL CORP COM2017-06-192020-09-11$15,212$7,782$7,430$7,430
94 SHARES BJS WHSL CLUB HLDGS INC2019-07-262020-09-10$3,951$2,248$1,703$1,703
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119 SHARES DOLBY LABORATORIES INC2019-08-022020-09-11$7,750$7,202$548$548
126 SHARES DOLBY LABORATORIES INC2019-08-072020-09-11$8,206$7,389$817$817
48 SHARES HORIZON THERAPEUTICS2019-03-072020-09-10$3,406$1,265$2,141$2,141
202 SHARES LUXFER HOLDINGS PLC REG2018-11-012020-09-10$2,775$5,313-$2,538-$2,538
646 SHARES LUXFER HOLDINGS PLC REG2018-11-012020-09-21$8,103$16,990-$8,887-$8,887
245 SHARES LUXFER HOLDINGS PLC REG2019-02-272020-09-21$3,073$4,756-$1,683-$1,683
63 SHARES LUXFER HOLDINGS PLC REG2019-08-062020-09-21$790$1,076-$286-$286
461 SHARES LUXFER HOLDINGS PLC REG2019-08-062020-09-22$5,760$7,873-$2,113-$2,113
162 SHARES LUXFER HOLDINGS PLC REG2019-12-032020-09-22$2,024$2,865-$841-$841
321 SHARES LUXFER HOLDINGS PLC REG2019-12-042020-09-22$4,011$5,649-$1,638-$1,638
21 SHARES MICROSOFT CORP2015-11-102020-09-10$4,330$1,124$3,206$3,206
36 SHARES STRYKER CORP2018-04-132020-09-10$7,281$5,676$1,605$1,605
11 SHARES ULTA BEAUTY INC2018-03-282020-09-10$2,559$2,263$296$296
360 SHARES VERRA MOBILITY CORP2019-04-292020-09-10$3,760$4,836-$1,076-$1,076
5 SHARES ADOBE INC2015-04-152020-10-19$2,516$381$2,135$2,135
20 SHARES ADVNCD MICRO D INC2019-10-212020-10-16$1,668$639$1,029$1,029
29 SHARES ADVNCD MICRO D INC2019-10-212020-10-19$2,440$927$1,513$1,513
1 SHARES AMAZON COM INC COM2014-04-212020-10-16$3,386$330$3,056$3,056
2 SHARES ALPHABET INC SHS CL A2016-08-222020-10-19$3,139$1,597$1,542$1,542
18 SHARES BALL CORP COM2017-06-192020-10-16$1,647$753$894$894
12 SHARES BWX TECHNOLOGIES INC2018-03-012020-10-19$697$757-$60-$60
53 SHARES COCA COLA COM2018-07-262020-10-19$2,666$2,451$215$215
11 SHARES ETSY INC SHS2020-01-292020-10-16$1,662$554$1,108$1,108
22 SHARES HORIZON THERAPEUTICS2019-03-072020-10-16$1,781$580$1,201$1,201
115 SHARES ILLUMINA INC COM2020-03-172020-10-09$38,989$25,908$13,081$13,081
11 SHARES ILLUMINA INC COM2020-04-202020-10-09$3,729$3,547$182$182
10 SHARES MASTERCARD INC2014-07-152020-10-16$3,416$783$2,633$2,633
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19 SHARES MICROSOFT CORP2015-12-152020-10-16$4,206$1,057$3,149$3,149
18 SHARES MICROSOFT CORP2015-12-152020-10-19$3,965$1,002$2,963$2,963
28 SHARES NATL INSTRUMENTS CORP2017-05-112020-10-19$1,025$1,012$13$13
822 SHARES PERSPECTA INC REG SHS2019-09-242020-10-05$15,628$21,363-$5,735-$5,735
445 SHARES PERSPECTA INC REG SHS2019-10-022020-10-05$8,461$11,304-$2,843-$2,843
588 SHARES PERSPECTA INC REG SHS2020-03-302020-10-05$11,179$10,899$280$280
25 SHARES QUIDEL CORP2020-06-122020-10-22$6,086$4,292$1,794$1,794
109 SHARES REVOLVE GROUP INC REG2020-09-112020-10-19$2,037$1,982$55$55
13 SHARES TEXAS INSTRUMENTS2015-09-032020-10-16$2,003$621$1,382$1,382
13 SHARES TREX CO INC2019-05-172020-10-19$1,015$389$626$626
8 SHARES UNITEDHEALTH GROUP INC2017-03-222020-10-16$2,635$1,340$1,295$1,295
10 SHARES UNITEDHEALTH GROUP INC2017-03-222020-10-19$3,299$1,675$1,624$1,624
342 SHARES VONTIER CORP2019-12-022020-10-15$9,606$9,097$509$509
994 SHARES VIRTU FINL INC SHS CL A2019-05-152020-10-23$21,827$23,083-$1,256-$1,256
200 SHARES VIRTU FINL INC SHS CL A2019-05-282020-10-23$4,392$4,685-$293-$293
294 SHARES VIRTU FINL INC SHS CL A2019-06-202020-10-23$6,456$6,308$148$148
637 SHARES VIRTU FINL INC SHS CL A2019-11-152020-10-23$13,988$10,520$3,468$3,468
412 SHARES ARRAY TECHNOLOGIES INC2020-10-152020-11-04$14,824$12,503$2,321$2,321
599 SHARES ARRAY TECHNOLOGIES INC2020-10-202020-11-04$21,552$23,154-$1,602-$1,602
2 SHARES AMAZON COM INC COM2014-04-212020-11-11$6,234$661$5,573$5,573
4 SHARES BALL CORP COM2017-06-192020-11-19$387$167$220$220
107 SHARES BALL CORP COM2017-12-192020-11-19$10,364$4,178$6,186$6,186
51 SHARES BROOKS AUTOMATION INC2020-10-232020-11-11$3,414$2,477$937$937
69 SHARES BRIGHT HORIZONS FAMILY2020-09-102020-10-30$10,813$9,394$1,419$1,419
12 SHARES BWX TECHNOLOGIES INC2018-03-012020-10-19$697$757-$60-$60
12 SHARES BWX TECHNOLOGIES INC2018-03-012020-10-19$697$757-$60-$60
42 SHARES COSTCO WHOLESALE CRP DEL2016-11-102020-11-24$16,177$6,195$9,982$9,982
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62 SHARES COSTCO WHOLESALE CRP DEL2018-03-202020-11-24$23,881$11,505$12,376$12,376
64 SHARES COSTCO WHOLESALE CRP DEL2018-12-192020-11-24$24,651$12,992$11,659$11,659
16 SHARES ETSY INC SHS2020-01-292020-11-11$2,059$805$1,254$1,254
205 SHARES INPHI CORP2020-06-262020-11-02$28,327$23,322$5,005$5,005
51 SHARES INPHI CORP2020-06-302020-11-02$7,047$5,971$1,076$1,076
77 SHARES INPHI CORP2020-09-112020-11-02$10,640$7,959$2,681$2,681
48 SHARES LINDE PLC REG SHS2018-02-072020-11-04$11,331$7,846$3,485$3,485
92 SHARES LINDE PLC REG SHS2018-02-142020-11-04$21,717$15,038$6,679$6,679
121 SHARES LINDE PLC REG SHS2018-04-272020-11-04$28,563$19,778$8,785$8,785
37 SHARES MICROSOFT CORP2015-12-152020-11-11$8,022$2,059$5,963$5,963
18 SHARES NICE LTD ADR2020-04-012020-11-11$4,410$2,562$1,848$1,848
25 SHARES PAYPAL HOLDINGS INC SHS2020-06-122020-11-11$4,762$3,856$906$906
100 SHARES QUIDEL CORP2020-06-122020-11-09$20,787$17,168$3,619$3,619
55 SHARES ABBOTT LABS2019-04-122020-12-14$5,940$4,325$1,615$1,615
75 SHARES ARES MGMT CORP REG S2020-04-292020-12-14$3,639$2,732$907$907
4 SHARES ADOBE INC2015-04-152020-12-14$1,946$304$1,642$1,642
14 SHARES ADOBE INC2015-05-052020-12-14$6,813$1,053$5,760$5,760
97 SHARES ADVNCD MICRO D INC2019-10-212020-12-11$8,879$3,100$5,779$5,779
26 SHARES ADVNCD MICRO D INC2019-10-212020-12-14$2,440$831$1,609$1,609
90 SHARES ADVNCD MICRO D INC2019-10-312020-12-14$8,448$3,080$5,368$5,368
21 SHARES AON PLC REG SHS2020-04-302020-12-14$4,299$3,607$692$692
9 SHARES AMAZON COM INC COM2014-04-212020-12-14$28,531$2,974$25,557$25,557
63 SHARES AGILENT TECHNOLOGIES INC2018-04-132020-12-11$7,467$4,222$3,245$3,245
40 SHARES AGILENT TECHNOLOGIES INC2018-04-132020-12-14$4,715$2,681$2,034$2,034
28 SHARES ADVANCE AUTO PARTS INC2019-05-242020-12-14$4,426$4,400$26$26
19 SHARES ARISTA NETWORKS INC2019-01-072020-12-14$5,266$4,024$1,242$1,242
29 SHARES ALARM COM HLDGS INC COM2020-01-272020-12-14$2,273$1,312$961$961
120 SHARES ALARM COM HLDGS INC COM2020-01-272020-12-23$12,223$5,431$6,792$6,792
11 SHARES ALPHABET INC SHS CL A2016-08-222020-12-14$19,364$8,784$10,580$10,580
100 SHARES ACTIVISION BLIZZARD INC2018-11-062020-12-14$8,587$6,484$2,103$2,103
40 SHARES BALL CORP COM2017-12-192020-12-14$3,656$1,562$2,094$2,094
72 SHARES BROOKS AUTOMATION INC2020-10-232020-12-24$5,371$3,497$1,874$1,874
81 SHARES BJS WHSL CLUB HLDGS INC2019-07-262020-12-14$3,012$1,937$1,075$1,075
42 SHARES BRINKS CO2019-07-252020-12-14$2,810$3,858-$1,048-$1,048
28 SHARES BRIGHT HORIZONS FAMILY2020-09-102020-12-14$4,705$3,812$893$893
15 SHARES BURLINGTON STORES INC2018-10-022020-12-14$3,476$2,351$1,125$1,125
74 SHARES BWX TECHNOLOGIES INC2018-03-012020-12-14$4,552$4,666-$114-$114
12 SHARES BWX TECHNOLOGIES INC2018-03-152020-12-14$738$719$19$19
12 SHARES BWX TECHNOLOGIES INC2018-08-162020-12-14$738$758-$20-$20
68 SHARES COPART INC COM2018-02-082020-12-14$8,056$2,819$5,237$5,237
374 SHARES CAMECO CORP COM2018-10-082020-12-14$5,072$4,495$577$577
6 SHARES COSTAR GROUP INC COM2017-09-292020-12-14$5,103$1,604$3,499$3,499
121 SHARES COCA COLA COM2018-07-262020-12-14$6,470$5,597$873$873
175 SHARES DMY TECH GROUP INC REG2020-11-032020-12-14$3,300$1,974$1,326$1,326
52 SHARES ETSY INC SHS2020-01-292020-12-23$10,000$2,617$7,383$7,383
39 SHARES FIDELITY NATL INFO SVCS2015-03-262020-12-14$5,702$1,579$4,123$4,123
12 SHARES FIDELITY NATL INFO SVCS2016-07-122020-12-14$1,754$765$989$989
66 SHARES FORTIVE CORP2019-12-022020-12-14$4,541$4,055$486$486
429 SHARES GRID DYNAMICS HLDGS INC2020-10-082020-12-14$4,890$3,491$1,399$1,399
25 SHARES GRAND CANYON EDUCATN INC2020-03-202020-12-14$2,261$1,577$684$684
37 SHARES GODADDY INC SHS CL A2020-11-042020-12-14$3,133$2,950$183$183
99 SHARES HORIZON THERAPEUTICS2019-03-072020-12-14$7,654$2,609$5,045$5,045
22 SHARES LAUDER ESTEE COS INC A2017-11-012020-12-14$5,458$2,705$2,753$2,753
50 SHARES LIVE NATION ENT INC2017-11-082020-12-14$3,562$2,278$1,284$1,284
59 SHARES LIGAND PHARMACEUTICALS2020-08-192020-12-14$6,183$6,874-$691-$691
49 SHARES MASTERCARD INC2014-07-152020-12-14$16,356$3,839$12,517$12,517
9 SHARES MONGODB INC CL A2020-03-162020-12-14$3,052$891$2,161$2,161
122 SHARES MICROSOFT CORP2015-12-152020-12-14$26,223$6,789$19,434$19,434
119 SHARES NATL INSTRUMENTS CORP2017-05-112020-12-14$4,793$4,301$492$492
58 SHARES PAYPAL HOLDINGS INC SHS2020-06-122020-12-14$12,858$8,947$3,911$3,911
186 SHARES PURE STORAGE INC SHS2018-01-312020-12-14$4,061$3,860$201$201
364 SHARES PURE STORAGE INC SHS2018-01-312020-12-14$7,921$7,554$367$367
67 SHARES PURE STORAGE INC SHS2018-01-312020-12-23$1,624$1,390$234$234
175 SHARES PURE STORAGE INC SHS2018-03-282020-12-23$4,241$3,365$876$876
699 SHARES PURE STORAGE INC SHS2018-05-252020-12-23$16,938$14,567$2,371$2,371
165 SHARES REVOLVE GROUP INC REG2020-09-112020-12-14$4,123$3,001$1,122$1,122
56 SHARES SKYLINE CORP2020-12-072020-12-14$1,676$1,773-$97-$97
12 SHARES SBA COMMUNICATIONS CORP2020-03-242020-12-14$3,293$2,787$506$506
44 SHARES STRYKER CORP2018-04-132020-12-14$10,263$6,937$3,326$3,326
8 SHARES TELEFLEX INC2018-08-082020-12-14$3,063$1,891$1,172$1,172
28 SHARES TELEFLEX INC2018-08-082020-12-15$10,742$6,620$4,122$4,122
33 SHARES TELEFLEX INC2018-08-132020-12-15$12,661$7,694$4,967$4,967
27 SHARES TELEFLEX INC2019-10-282020-12-15$10,359$8,792$1,567$1,567
49 SHARES TEXAS INSTRUMENTS2015-09-032020-12-14$7,909$2,342$5,567$5,567
20 SHARES TAKE TWO INTER SOFTWARE2019-01-302020-12-14$3,926$2,049$1,877$1,877
49 SHARES TREX CO INC2019-05-172020-12-14$3,935$1,466$2,469$2,469
89 SHARES TREX CO INC2019-05-172020-12-17$7,371$2,662$4,709$4,709
2 SHARES UNITEDHEALTH GROUP INC2017-03-222020-12-14$676$335$341$341
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38 SHARES VERACYTE INC2020-08-142020-12-14$2,136$1,308$828$828
196 SHARES VERRA MOBILITY CORP2019-04-292020-12-14$2,621$2,633-$12-$12
24 SHARES ZOETIS INC2017-03-292020-12-14$3,842$1,300$2,542$2,542
22 SHARES WORKDAY INC CL A2020-03-172020-12-14$4,890$2,763$2,127$2,127
28 SHARES ARISTA NETWORKS INC2019-01-072021-01-12$8,735$5,930$2,805$2,805
24 SHARES ARISTA NETWORKS INC2019-11-012021-01-12$7,487$4,449$3,038$3,038
77 SHARES BJS WHSL CLUB HLDGS INC2019-07-262021-01-27$3,776$1,842$1,934$1,934
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177 SHARES BJS WHSL CLUB HLDGS INC2019-12-022021-01-27$8,679$4,205$4,474$4,474
210 SHARES BJS WHSL CLUB HLDGS INC2019-12-022021-01-27$10,294$4,989$5,305$5,305
95 SHARES COPART INC COM2018-02-082021-01-12$11,573$3,939$7,634$7,634
99 SHARES LIGAND PHARMACEUTICALS2020-08-192021-01-27$16,707$11,535$5,172$5,172
96 SHARES PENUMBRA INC2020-03-202021-01-25$24,906$13,562$11,344$11,344
63 SHARES PENUMBRA INC2020-03-202021-01-27$17,575$8,900$8,675$8,675
7 SHARES PENUMBRA INC2020-03-202021-01-27$2,014$989$1,025$1,025
36 SHARES PENUMBRA INC2020-12-142021-01-27$10,356$6,911$3,445$3,445
78 SHARES PENUMBRA INC2020-12-162021-01-27$22,437$13,568$8,869$8,869
27 SHARES ARISTA NETWORKS INC2019-11-012021-02-05$8,676$5,005$3,671$3,671
42 SHARES ETSY INC SHS2020-01-292021-02-22$9,303$2,114$7,189$7,189
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50 SHARES LIVE NATION ENT INC2017-12-192021-02-22$4,489$2,204$2,285$2,285
230 SHARES REVOLVE GROUP INC REG2020-09-112021-01-28$8,737$4,183$4,554$4,554
184 SHARES VERACYTE INC2020-08-142021-02-09$15,127$6,332$8,795$8,795
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92 SHARES ARISTA NETWORKS INC2019-11-012021-03-05$24,888$17,054$7,834$7,834
46 SHARES ARISTA NETWORKS INC2019-11-052021-03-05$12,444$8,676$3,768$3,768
46 SHARES ARISTA NETWORKS INC2020-01-152021-03-05$12,444$9,817$2,627$2,627
42 SHARES ARISTA NETWORKS INC2020-02-142021-03-05$11,362$9,388$1,974$1,974
43 SHARES ARISTA NETWORKS INC2020-03-162021-03-05$11,633$7,047$4,586$4,586
290 SHARES ACTIVISION BLIZZARD INC2018-11-062021-03-17$26,621$18,803$7,818$7,818
420 SHARES CAMECO CORP COM2018-10-082021-03-17$7,977$5,048$2,929$2,929
515 SHARES CAMECO CORP COM2018-10-172021-03-17$9,782$6,090$3,692$3,692
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126 SHARES LIVE NATION ENT INC2020-10-152021-03-17$10,913$6,754$4,159$4,159
271 SHARES REVOLVE GROUP INC REG2020-09-112021-02-26$11,475$4,929$6,546$6,546
122 SHARES REVOLVE GROUP INC REG2020-09-112021-03-17$6,357$2,219$4,138$4,138
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70 SHARES ALLIANCE DATA SYS CORP2016-09-092020-04-09$2,908$14,853-$11,945-$11,945
32 SHARES ALLIANCE DATA SYS CORP2017-06-062020-04-09$1,329$7,657-$6,328-$6,328
17 SHARES ALLIANCE DATA SYS CORP2017-12-192020-04-09$706$4,221-$3,515-$3,515
39 SHARES ALLIANCE DATA SYS CORP2018-08-142020-04-09$1,620$9,037-$7,417-$7,417
49 SHARES ALLIANCE DATA SYS CORP2018-10-182020-04-09$2,036$10,647-$8,611-$8,611
136 SHARES ALLERGAN PLC2018-12-062020-04-07$24,555$21,123$3,432$3,432
26 SHARES ALLERGAN PLC2018-12-192020-04-07$4,694$3,618$1,076$1,076
129 SHARES CARRIER GLOBAL CORP REG2015-03-062020-04-08$1,830$2,644-$814-$814
67 SHARES CARRIER GLOBAL CORP REG2017-02-232020-04-08$950$1,291-$341-$341
98 SHARES CAPITAL ONE FINL2012-01-262020-03-30$5,169$4,485$684$684
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114 SHARES CAPITAL ONE FINL2013-04-262020-04-02$4,999$6,505-$1,506-$1,506
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61 SHARES CAPITAL ONE FINL2017-12-192020-04-02$2,675$6,044-$3,369-$3,369
137 SHARES CHUBB LTD2013-06-062020-04-03$14,006$12,057$1,949$1,949
51 SHARES FACEBOOK INC2019-01-312020-04-28$9,419$8,615$804$804
53 SHARES FACEBOOK INC2019-02-042020-04-28$9,788$8,946$842$842
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126 SHARES GILEAD SCIENCES INC COM2016-12-202020-04-07$9,499$9,298$201$201
109 SHARES GILEAD SCIENCES INC COM2017-12-192020-04-07$8,217$8,183$34$34
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46 SHARES GVC HOLDINGS PLC2020-03-262020-08-17$461$272$189$189
35 SHARES DBS GROUP HOLDINGS LTD2014-09-082020-08-18$534$509$25$25
6 SHARES CAPGEMINI SA2018-04-102020-08-18$800$774$26$26
7 SHARES EUROFINS SCNTF SA NANTES2019-05-212020-08-17$5,544$3,239$2,305$2,305
5766 SHARES TORAY INDUSTRIES 3402 FN2017-06-192020-09-24$26,864$48,410-$21,546-$21,546
1118 SHARES TORAY INDUSTRIES 3402 FN2017-07-272020-09-24$5,209$9,987-$4,778-$4,778
10 SHARES TORAY INDUSTRIES 3402 FN2019-04-082020-09-24$47$71-$24-$24
204 SHARES BYD COMPANY LTD2016-06-282020-11-16$4,576$1,177$3,399$3,399
363 SHARES BYD COMPANY LTD2016-06-282020-11-16$8,143$2,094$6,049$6,049
1615 SHARES BYD COMPANY LTD2016-06-292020-11-16$36,229$9,551$26,678$26,678
5199 SHARES ROYAL DUTCH SHELL A RTS2020-11-162020-12-16$0$0
276 SHARES BYD COMPANY LTD2016-06-292020-12-23$7,005$1,632$5,373$5,373
331 SHARES BYD COMPANY LTD2017-08-082020-12-23$8,401$2,075$6,326$6,326
402 SHARES BYD COMPANY LTD2017-08-082021-01-08$12,598$2,521$10,077$10,077
39 SHARES BAIDU INC SPON ADR2018-10-052021-02-19$12,513$8,021$4,492$4,492
36314 SHARES CHINA OILFIELD SRVS HSHS2020-05-122021-02-01$41,619$30,035$11,584$11,584
39053 SHARES CHINA OILFIELD SRVS HSHS2020-05-132021-02-01$44,758$32,992$11,766$11,766
2350 SHARES CHINA OILFIELD SRVS HSHS2020-05-152021-02-01$2,693$1,974$719$719
5199 SHARES ROYAL DUTCH SHELL PLC2021-02-222021-03-29$0$0
161 SHARES NESTLE SA CHAM UND VEVE2011-07-112020-04-28$17,158$10,130$7,028$7,028
1408 SHARES SUNDRUG CO LTD 99892014-04-302020-04-02$44,067$28,767$15,300$15,300
242 SHARES SUNDRUG CO LTD 99892015-09-072020-04-02$7,574$6,235$1,339$1,339
38 SHARES L.V.M.H. EUR 0.32011-07-112020-04-01$13,424$6,707$6,717$6,717
383 SHARES AEON FINANCIAL2016-03-312020-04-30$4,012$9,238-$5,226-$5,226
806 SHARES AEON FINANCIAL2016-09-232020-04-30$8,443$15,035-$6,592-$6,592
805 SHARES AEON FINANCIAL2017-05-252020-04-30$8,432$16,754-$8,322-$8,322
42 SHARES ROCHE HOLDINGS GENUSH FN2011-07-112020-06-04$14,511$6,826$7,685$7,685
2320 SHARES GRAND CITY PROPERTIES SA2020-06-292020-07-14$0$0
4 SHARES CONSTELLATION SOFTWARE2018-08-222020-07-31$4,682$2,863$1,819$1,819
290 SHARES KDDI CORP SHS2011-07-082020-07-31$4,556$1,705$2,851$2,851
133 SHARES RITCHIE BROS AUCTIONEERS2017-06-282020-07-31$6,077$3,875$2,202$2,202
56 SHARES TC ENERGY CORP2020-03-252020-07-31$2,533$2,183$350$350
104 SHARES TAIWAN S MANUFCTRING ADR2012-03-302020-07-31$8,203$1,587$6,616$6,616
13 SHARES SCHINDLER HLDG AG, HERGI2015-12-152020-07-31$3,302$2,184$1,118$1,118
111 SHARES RECKITT BENCKISER GROUP2015-06-102020-07-31$11,221$9,894$1,327$1,327
22 SHARES TSURUHA HOLDINGS INC2020-04-022020-07-31$2,992$2,917$75$75
355 SHARES BRAMBLES LTD, SYDNEY NSW2018-08-032020-07-31$2,698$2,570$128$128
43 SHARES WOLTERS KLUWER NV2019-10-232020-07-31$3,390$3,062$328$328
209 SHARES GALP ENERGIA,SA, LISBOA2016-03-072020-07-31$2,221$2,562-$341-$341
52 SHARES NESTLE SA CHAM UND VEVE2011-07-112020-07-31$6,189$3,272$2,917$2,917
102 SHARES BAYER AG NAMEN-AKT.2011-09-202020-07-31$6,893$5,426$1,467$1,467
265 SHARES CHINA RESOURCES GAS GROU2016-03-082020-07-31$1,285$750$535$535
58 SHARES AMADEUS IT GROUP SA2015-08-132020-07-31$2,940$2,493$447$447
36 SHARES ADIDAS AG2019-01-182020-07-31$10,041$8,379$1,662$1,662
547 SHARES AIA GROUP LTD2012-05-032020-07-31$4,859$2,002$2,857$2,857
494 SHARES AIA GROUP LTD2012-09-272020-07-31$4,389$1,838$2,551$2,551
56 SHARES LEG IMMOBILIEN AG NAMEN-2016-06-222020-07-31$7,853$4,637$3,216$3,216
179 SHARES GRAND CITY PROPERTIES S.2017-07-262020-07-31$4,296$3,604$692$692
379 SHARES UBS GROUP AG NAMEN-AKT.2013-02-262020-08-03$4,414$4,411$3$3
41 SHARES LINDE PLC REG SHS2011-07-112020-08-03$10,062$4,609$5,453$5,453
57 SHARES YUM CHINA HOLDINGS INC2018-03-212020-07-31$2,946$2,370$576$576
1612 SHARES INTESA SANPAOLO SPA2015-02-122020-07-31$3,282$5,037-$1,755-$1,755
127 SHARES SONIC HEALTHCARE LTD2019-10-242020-07-31$2,907$2,475$432$432
38 SHARES ESSILORLUXOTTICA2018-09-122020-07-31$5,163$5,411-$248-$248
931 SHARES MITSUBISHI UFJ FINANCIAL2018-01-232020-07-31$3,370$7,421-$4,051-$4,051
44 SHARES AKZO NOBEL NV2011-07-112020-07-31$4,151$2,560$1,591$1,591
24 SHARES SOFTBANK GROUP CORP2017-10-272020-07-31$1,519$1,084$435$435
180 SHARES JAPAN TOBACCO INC 29142011-07-112020-07-31$3,107$3,628-$521-$521
54 SHARES BRITISH AMERICAN TOBACCO2018-05-102020-07-31$1,822$2,871-$1,049-$1,049
95 SHARES CRODA INTL PLC REG SHS2016-02-032020-07-31$7,138$4,122$3,016$3,016
46 SHARES DAIKIN INDUSTRIES 63672016-02-042020-07-31$8,050$2,987$5,063$5,063
24 SHARES L.V.M.H. EUR 0.32011-07-112020-07-31$10,525$4,236$6,289$6,289
242 SHARES CLP HOLDINGS LIMITED2017-09-082020-07-31$2,272$2,535-$263-$263
56 SHARES DANONE S.A2011-07-112020-07-31$3,752$4,097-$345-$345
200 SHARES HITACHI CORP 65012017-10-272020-07-31$5,934$7,677-$1,743-$1,743
297 SHARES KUBOTA LTD 63262016-06-222020-07-31$4,125$4,077$48$48
59 SHARES KYOCERA CORP 69712019-03-272020-07-31$3,212$3,481-$269-$269
12 SHARES ZURICH INSURANCE GRP AG2015-04-172020-07-31$4,469$3,583$886$886
2324 SHARES BP PLC2016-01-282020-07-31$8,457$12,365-$3,908-$3,908
27 SHARES ROCHE HOLDINGS GENUSH FN2011-07-112020-07-31$9,423$4,388$5,035$5,035
85 SHARES NITTO DENKO CORP 69882019-08-072020-07-31$4,745$3,914$831$831
597 SHARES SANTEN PHARMACEUTCL 45362011-07-112020-07-31$10,000$4,701$5,299$5,299
41 SHARES TOTO CO LTD 5332 FN2016-06-222020-07-31$1,501$1,660-$159-$159
95 SHARES SCHNEIDER ELECTRIC SE2011-07-112020-07-31$11,119$6,495$4,624$4,624
542 SHARES LEG IMMOBILIEN AG2020-08-242020-09-22$0$0
1154 SHARES AIB GROUP PLC REG2017-09-072020-11-12$1,634$7,023-$5,389-$5,389
4534 SHARES AIB GROUP PLC REG2017-09-082020-11-12$6,419$27,510-$21,091-$21,091
3565 SHARES AIB GROUP PLC REG2019-01-252020-11-12$5,047$16,619-$11,572-$11,572
48 SHARES LINDE PLC REG SHS2011-07-112020-11-12$12,404$5,396$7,008$7,008
96 SHARES SCHNEIDER ELECTRIC SE2011-07-112020-11-11$13,398$6,563$6,835$6,835
187 SHARES TAIWAN S MANUFCTRING ADR2012-03-302021-01-27$23,127$2,853$20,274$20,274
344 SHARES SOFTBANK GROUP CORP2017-10-272021-01-27$27,932$15,544$12,388$12,388
126 SHARES TOPICUS COM INC REG2021-01-082021-02-10$5,881$5,881$5,881
252 SHARES TSURUHA HOLDINGS INC2020-04-022021-03-25$33,005$33,409-$404-$404
2926 SHARES BRAMBLES LTD, SYDNEY NSW2018-08-032021-03-25$22,904$21,185$1,719$1,719
280 SHARES DANONE S.A2011-07-112021-03-24$19,314$20,484-$1,170-$1,170
2815 SHARES INVESCO OPPENHEIMER2011-07-012020-09-10$125,900$101,553$24,347$24,347
1 SHARES TEMPLETON GLBL BOND FD2011-07-012020-09-10$7$10-$3-$3
25510 SHARES TEMPLETON GLBL BOND FD2011-07-012020-09-10$249,993$347,289-$97,296-$97,296
8058 SHARES TEMPLETON GLBL BOND FD2011-07-012021-01-19$78,000$105,870-$27,870-$27,870
8058 SHARES TEMPLETON GLBL BOND FD CXL2011-07-012021-01-19$78,000$105,870-$27,870-$27,870
8058 SHARES TEMPLETON GLBL BOND FD2011-07-012021-01-19$78,000$105,971-$27,971-$27,971
2123 SHARES TEMPLETON GLBL BOND FD2011-07-012021-03-16$20,000$27,922-$7,922-$7,922
PASSTHROUGH SHARE OF LOSS FROM INVESCO2020-04-012021-03-31$31,552-$31,552-$31,552
OTHER PASSTHROUGH LOSSES2020-04-012021-03-31$45,605-$45,605-$45,605
FieldValueIRS element (for citing)
Capital Gain Net Income$1,113,312CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$18,518InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$18,518SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$18,518TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$36,866EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$36,866TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$18,348OverpaymentAmt
Applied To ES Tax$18,348AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.HONDA.COMWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RICH RICHARDSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3107810267PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11919 TORRANCE BLVDAddressLine1Txt
CityTORRANCECityNm
State AbbreviationCAStateAbbreviationCd
ZIP90501ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICH RICHARDSON
1919 TORRANCE BLVDTORRANCECA90501PRESIDENT1.00$0$0$0
TETSUYA TSUTSUI
1919 TORRANCE BLVDTORRANCECA90501VICE PRESIDENT1.00$0$0$0
STEVEN CENTER
1919 TORRANCE BLVDTORRANCECA90501SECRETARY/TREASURER1.00$0$0$0
CARLOS CRUZ-AEDO
1919 TORRANCE BLVDTORRANCECA90501BOARD MEMBER1.00$0$0$0
CHERIE THORP
1919 TORRANCE BLVDTORRANCECA90501BOARD MEMBER1.00$0$0$0
MATTHEW WEITZER
1919 TORRANCE BLVDTORRANCECA90501BOARD MEMBER1.00$0$0$0
RHONDA COTTON
1919 TORRANCE BLVDTORRANCECA90501BOARD MEMBER1.00$0$0$0
CHARLES FRANKLIN
1919 TORRANCE BLVDTORRANCECA90501BOARD MEMBER1.00$0$0$0
TAMARA SUNBLAD
1919 TORRANCE BLVDTORRANCECA90501BOARD MEMBER1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
NICHOLE WHITLEY
1919 TORRANCE BLVDTORRANCECA90501PROGRAM OFFICER40.00$82,743$0$0
DONNA HAMMOND
1919 TORRANCE BLVDTORRANCECA90501SR PROGRAM OFFICER40.00$76,093$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
MERRILL LYNCH
350 SOUTH GRAND AE 27TH FLLOS ANGELESCA90071INVESTMENTS MANAGER$216,673
INVESCO REAL ESTATE
2001 ROSS AVENUE 3400DALLASTX75201INVESTMENTS MANAGER$58,301
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$29,729,951AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$86,702AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$29,816,653TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$29,816,653AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$447,250CashDeemedCharitableAmt
Net Vl Noncharitable Assets$29,369,403NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,468,470MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,468,470MinimumInvestmentReturnAmt
Tax Based On Investment Income$18,518TaxBasedOnInvestmentIncomeAmt
Total Tax$18,518TotalTaxAmt
Distributable Before Adj$1,449,952DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,449,952DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,449,952DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,967,733ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,967,733QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,967,733AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,449,952DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$484,539ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$702,801ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$105,412ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$547,316ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$550,416ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,390,484TotalExcessDistributionCyovAmt
Qualifying Distributions$1,967,733QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,449,952AppliedToCurrentYearAmt
Remaining Distri From Corpus$517,781RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,908,265TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$484,539ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,423,726ExcessDistriCyovToNextYrAmt
Excess From Year4$702,801ExcessFromYear4Amt
Excess From Year3$105,412ExcessFromYear3Amt
Excess From Year2$547,316ExcessFromYear2Amt
Excess From Year1$550,416ExcessFromYear1Amt
Excess From Current Year$517,781ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonAMERICAN HONDA FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11919 TORRANCE BLVDAddressLine1Txt
CityTORRANCECityNm
State AbbreviationCAStateAbbreviationCd
ZIP90501ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3107814090RecipientPhoneNum
Form And Info And MaterialsREFER TO HTTPS://CSR.HONDA.COM/COMMUNITY/HONDA-GIVING/FormAndInfoAndMaterialsTxt
Submission DeadlinesFEB 1ST, MAY 1ST, AND AUGUST 1ST (REFER TO WEBSITE FOR DETAILS).SubmissionDeadlinesTxt
Restrictions On AwardsGRANT RANGE IS FROM $20,000 TO $75,000 OVER A ONE-YEAR PERIOD FOR YOUTH OR SCIENTIFIC EDUCATION PROGRAMS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BOYS AND GIRLS CLUBS OF NORTHEAST OHIO (BGCNEO)
6114 BROADWAY AVECLEVELANDOH44124PCWITH OVER FOUR ACRES IN CLEVELANDS MORGANA BLUFFS NATURE PRESERVE, LOCAL YOUTH GAIN EXPOSURE TO AND BUILD ON STEM CONCEPTS THROUGH "FUN WITH PURPOSE" ACTIVITIES AND EXPERIMENTS THAT ENCOURAGE HANDS-ON LEARNING AND THE APPLICATION OF CLASSROOM CONCEPTS IN MATH AND SCIENCE THROUGH REAL-WORLD EXPLORATION. ACTIVITIES AT THE OUTDOOR LEARNING LAB INCLUDE BIRDWATCHING USING SENSORY AND PHYSICAL TOOLS TO SPOT BIRDS AS WELL AS LEARNING WHY SNOW HAPPENS AND THE MATH/SCIENCE BEHIND EACH SNOWFLAKE.$34,421
BRIDGE BUILDERS FOUNDATION
3031 S VERMONT AVELOS ANGELESCA90007PCTHIS IS ONE OF EIGHT NONPROFIT ORGANIZATIONS AHF PROACTIVELY SOUGHT TO WORK COLLABORATIVELY TO ESTABLISH A STEM/STEAM CRADLE-TO-COLLEGE AND CAREER PIPELINE FOR YOUNG MEN OF COLOR IN LOS ANGELES COUNTY. PARTNERS PULL FROM EXISTING PARTNERSHIPS, BEST PRACTICES AND OTHER RESOURCES TO NOT ONLY MEET THE EDUCATIONAL NEEDS OF YOUNG MEN OF COLOR, BUT ALSO THEIR ECONOMIC AND SOCIAL-EMOTIONAL NEEDS, NURTURING THE WHOLE CHILD, WHILE LEADING THEM DOWN A MUCH NEEDED STEM/STEAM PIPELINE. THIS MARKS YEAR FOUR OF THIS LONG-TERM INITIATIVE.$85,000
BROTHERHOOD CRUSADE -LOS ANGELES
200 E SLAUSON AVELOS ANGELESCA90011PCTHIS IS ONE OF EIGHT NONPROFIT ORGANIZATIONS AHF PROACTIVELY SOUGHT TO WORK COLLABORATIVELY TO ESTABLISH A STEM/STEAM CRADLE-TO-COLLEGE AND CAREER PIPELINE FOR YOUNG MEN OF COLOR IN LOS ANGELES COUNTY. PARTNERS PULL FROM EXISTING PARTNERSHIPS, BEST PRACTICES AND OTHER RESOURCES TO NOT ONLY MEET THE EDUCATIONAL NEEDS OF YOUNG MEN OF COLOR, BUT ALSO THEIR ECONOMIC AND SOCIAL-EMOTIONAL NEEDS, NURTURING THE WHOLE CHILD, WHILE LEADING THEM DOWN A MUCH NEEDED STEM/STEAM PIPELINE. THIS MARKS YEAR FOUR OF THIS LONG-TERM INITIATIVE.$55,000
CEC STUYVESANT COVE PARK DBA SOLAR ONE
37 W 26TH ST STE 209NEW YORKNY10010PCNEW YORKERS ARE INSPIRED TO ADDRESS CLIMATE CHANGE BY STARTING LOCALLY IN THEIR HOMES, SCHOOLS AND PARKS. THROUGH THE GREEN DESIGN LAB STUDENTS, TEACHERS AND CUSTODIAL STAFF IN NY SCHOOL SYSTEMS WORK TOGETHER TO DESIGN AND IMPLEMENT FEASIBLE, CREATIVE WAYS TO REDUCE THEIR SCHOOLS ENVIRONMENTAL FOOTPRINT AS PART OF THE CITYS PLAN TO REDUCE GREENHOUSE GAS EMISSIONS. EACH SCHOOL BUILDING SERVES AS A LAB FOR HANDS-ON LEARNING ABOUT GREEN TECHNOLOGIES, DESIGN, ENGINEERING AND APPLIED SCIENCE. THE PROGRAM MEETS NATIONAL STANDARDS IN SCIENCE, MATHEMATICS AND SOCIAL STUDIES AND TEACHES VALUABLE LIFE SKILLS SUCH AS COLLABORATION, PROBLEM SOLVING AND WRITTEN AND ORAL COMMUNICATION.$50,000
CENTER FOR CREATIVE EDUCATION
425 24TH STREETWEST PALM BEACHFL33407PCARTS INTEGRATION SERVES AS A TOOL TO ANIMATE CURRICULUM TO INCREASE READING LEVELS FOR 100, K-3RD GRADE STUDENTS ATTENDING FIVE OF THE POOREST ELEMENTARY SCHOOLS IN NORTHWOOD VILLAGE. CCES TEACHING ARTISTS WORK ALONGSIDE CLASSROOM TEACHERS, CREATING LESSON PLANS BY INCORPORATING AN ART FORM, BE IT, DANCE, MUSIC, STORYTELLING, ETC. TOGETHER, THEY TEAM-TEACH KEY CONCEPTS THAT CAN BE DIFFICULT FOR STUDENTS TO MASTER THROUGH TRADITIONAL TEACHING METHODS. BY INTEGRATING THE ARTS WITH CONTENT AREAS SUCH AS SCIENCE, LANGUAGE ARTS, AND MATH, STUDENTS ARE ABLE TO GRASP CONCEPTS IN A CREATIVE, MEMORABLE AND ENGAGING WAY.$75,000
CHARLES R DREW UNIVERSITY OF MEDICINE AND SCIENCE (CDU)
1731 E 120TH STLOS ANGELESCA90059PCTHIS IS ONE OF EIGHT NONPROFIT ORGANIZATIONS AHF PROACTIVELY SOUGHT TO WORK COLLABORATIVELY TO ESTABLISH A STEM/STEAM CRADLE-TO-COLLEGE AND CAREER PIPELINE FOR YOUNG MEN OF COLOR IN LOS ANGELES COUNTY. PARTNERS PULL FROM EXISTING PARTNERSHIPS, BEST PRACTICES AND OTHER RESOURCES TO NOT ONLY MEET THE EDUCATIONAL NEEDS OF YOUNG MEN OF COLOR, BUT ALSO THEIR ECONOMIC AND SOCIAL-EMOTIONAL NEEDS, NURTURING THE WHOLE CHILD, WHILE LEADING THEM DOWN A MUCH NEEDED STEM/STEAM PIPELINE. THIS MARKS YEAR FOUR OF THIS LONG-TERM INITIATIVE.$55,000
CHILDREN YOUTH AND FAMILY COLLABORATIVE (CYFC)
1200 W 37TH PLACELOS ANGELESCA90007PCTHIS IS ONE OF EIGHT NONPROFIT ORGANIZATIONS AHF PROACTIVELY SOUGHT TO WORK COLLABORATIVELY TO ESTABLISH A STEM/STEAM CRADLE-TO-COLLEGE AND CAREER PIPELINE FOR YOUNG MEN OF COLOR IN LOS ANGELES COUNTY. PARTNERS PULL FROM EXISTING PARTNERSHIPS, BEST PRACTICES AND OTHER RESOURCES TO NOT ONLY MEET THE EDUCATIONAL NEEDS OF YOUNG MEN OF COLOR, BUT ALSO THEIR ECONOMIC AND SOCIAL-EMOTIONAL NEEDS, NURTURING THE WHOLE CHILD, WHILE LEADING THEM DOWN A MUCH NEEDED STEM/STEAM PIPELINE. THIS MARKS YEAR FOUR OF THIS LONG-TERM INITIATIVE.$85,000
ELEMENTARY INSTITUTE OF SCIENCE
608 51ST STSAN DIEGOCA92114PCSERVING AS AN EARLY INTERVENTION PROGRAM, STEPS-2-STEM PROVIDES ACCESS TO HIGH-QUALITY STEM LEARNING OPPORTUNITIES FOR STUDENTS ATTENDING ALL ELEVEN TITLE I ELEMENTARY SCHOOLS WITHIN SAN DIEGOS LINCOLN CLUSTER. ONCE A WEEK, 4TH, 5TH AND 6TH GRADERS FROM PARTICIPATING SCHOOLS ROTATE THROUGH FOUR 55-MINUTE LABS, ENGAGING IN HANDS-ON LEARNING, COVERING SUBJECTS SUCH AS BIOLOGY, COMPUTER SCIENCE, CHEMISTRY, ENGINEERING AND MORE. EACH SESSION LASTS FIVE WEEKS WITH THE GOAL OF IMMERSING STUDENTS IN THE EQUIVALENT OF 20-25 HOURS OF STEM LEARNING. THE AIM IS TO EXPOSE STUDENTS EARLY AND PROVIDE A CONTINUUM OF SERVICES HELPING TO BUILD STRONG FOUNDATIONS FOR STEM LEARNING IN LATER GRADES.$45,000
JONES VALLEY TEACHING FARM
701 25TH ST NORTHBIRMINGHAMAL35203PCFOOD, FARMING AND THE CULINARY ARTS BRING LEARNING TO LIFE FOR 4,500 PRE-K-12 STUDENTS THROUGH THE GOOD SCHOOL FOOD PROGRAM. USING TEACHING FARMS, INSTRUCTORS DELIVER EXPERIENTIAL LESSONS AND PROJECTS ALIGNED WITH ACADEMIC STANDARDS IN CORE SUBJECTS INCLUDING MATH, SCIENCE, SOCIAL STUDIES AND ENGLISH LANGUAGE ARTS. STUDENTS DEVELOP DEEPER CONNECTIONS BY GROWING AND HARVESTING FOOD NOT ONLY USED FOR TEACHING, BUT ALSO DISTRIBUTED TO FAMILIES IN NEED IN THE WOODLAWN COMMUNITY. AFTERSCHOOL AND SUMMER PROGRAMMING SUCH AS STUDENT-RUN FARMERS MARKETS, FARM CLUBS, SUMMER CAMP GROW AND APPRENTICESHIPS HELP PROVIDE CONTINUAL ENGAGEMENT.$75,000
LATINITAS
1023 SPRINGDALE RD ROOM 9EAUSTINTX78721PCWORKING TO ADDRESS THE UNDERREPRESENTATION OF LATINA WOMEN IN THE TECHNOLOGY FIELD, LATINITAS OFFERS YEAR-ROUND OPPORTUNITIES FOR GIRLS AGES 9-18 TO EXPRESS THEMSELVES CREATIVELY THROUGH DIGITAL MEDIA AND TECHNOLOGY ENRICHMENT ACTIVITIES THAT EXPLORE IDENTITY, CULTURE AND GENDER. PROGRAMMING IS DELIVERED THROUGH AFTER SCHOOL CLUBS, STEM-THEMED CAMPS, ONE-DAY CONFERENCES FOCUSED ON SOCIAL CHANGE AND ENTREPRENEURSHIP, AND CODING AND JOURNALISM/DIGITAL PRODUCTION CERTIFICATION PROGRAMS. GIRLS EXPLORE THE LATEST IN 21ST CENTURY LEARNING INCLUDING EVERYTHING FROM FILMMAKING, GRAPHIC AND WEB DESIGN, PODCASTING AND PHOTOGRAPHY TO CODING, DRONES AND VIRTUAL AND AUGMENTED REALITY. TECH LITERACY WORKSHOPS ARE OFFERED TO PARENTS AND FAMILIES TO BETTER SUPPORT GIRLS IN THEIR PURSUIT OF STEM MAJORS AND CAREERS.$75,000
LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED
1155 MARKET ST 10TH FLSAN FRANCISCOCA94103PCBLIND AND VISUALLY IMPAIRED CHILDREN AND TEENS ARE MENTORED BY BLIND STEM PROFESSIONALS AND GAIN NEVER BEFORE EXPOSURE TO THE SCIENCES THROUGH YEAR-ROUND SCIENCE ENRICHMENT ACTIVITIES INCLUDING GENERAL SCIENCE EXPLORATION, COMPUTER CODING AND ENVIRONMENTAL SCIENCE. THESE PROGRAMS HELP BLIND STUDENTS GAIN INTEREST, EXPERIENCE AND CONFIDENCE THAT INCREASES ACADEMIC AND VOCATIONAL SUCCESS. DURING COVID-19 SOCIAL DISTANCING REQUIREMENTS, PROGRAMMING IS DELIVERED ONLINE THROUGH WEEKLY VIRTUAL STEM SESSIONS, WHICH INCLUDE SOCIAL TIME AND CAMPFIRES, GUEST SPEAKERS AND LEADERSHIP DEVELOPMENT ACTIVITIES TO HELP STUDENTS STAY CONNECTED TO THEIR BLIND PEERS AND ENGAGED UNTIL IN-PERSON SERVICES RESUME.$55,883
LITERACY MATTERS FOUNDATION
1005 W FRANKLIN AVE STE 3MINNESOTAMN55405PCDESIGNED TO EMPOWER KINDERGARTEN THROUGH 3RD GRADE LEARNERS WITH THE BASIC READING, WRITING AND SPELLING SKILLS TO CLOSE THE LITERACY GAP, THE MIGHTY DOODLE LITERACY PROGRAM MEETS STUDENTS WHERE THEY ARE AND PROVIDES INDIVIDUALIZED ENGAGING CHILD-FRIENDLY LITERACY INSTRUCTION IN A GAMIFIED LESSON FORMAT. ITS PHONICS-BASED AND EVIDENCED-BASED ORTON GILLINGHAM CURRICULUM IS PRESENTED IN A SEQUENCE OF MINI GAMES DESIGNED TO ENGAGE YOUNG LEARNERS IN A MULTI-SENSORY, STRUCTURED, SEQUENTIAL AND CUMULATIVE LEARNING EXPERIENCE. WITH REAL-TIME TRACKING AND ANALYTICS BUILT IN THE PROGRAM, TEACHERS CAN QUICKLY IDENTIFY WHERE INDIVIDUAL STUDENTS NEED MORE HELP AND ASSIGN SPECIFIC TASKS TO ADDRESS THOSE NEEDS. MIGHTY DOODLE LESSONS ARE ADMINISTERED THREE TIMES A WEEK AND RUN ABOUT 45 MINUTES PER SESSION.$50,000
LONG BEACH EDUCATION FOUNDATION
6500 ATLANTIC AVELONG BEACHCA90805PCTHIS IS ONE OF EIGHT NONPROFIT ORGANIZATIONS AHF PROACTIVELY SOUGHT TO WORK COLLABORATIVELY TO ESTABLISH A STEM/STEAM CRADLE-TO-COLLEGE AND CAREER PIPELINE FOR YOUNG MEN OF COLOR IN LOS ANGELES COUNTY. PARTNERS PULL FROM EXISTING PARTNERSHIPS, BEST PRACTICES AND OTHER RESOURCES TO NOT ONLY MEET THE EDUCATIONAL NEEDS OF YOUNG MEN OF COLOR, BUT ALSO THEIR ECONOMIC AND SOCIAL-EMOTIONAL NEEDS, NURTURING THE WHOLE CHILD, WHILE LEADING THEM DOWN A MUCH NEEDED STEM/STEAM PIPELINE. THIS MARKS YEAR FOUR OF THIS LONG-TERM INITIATIVE.$55,000
MULTI-AGENCY ALLIANCE FOR CHILDREN (MAAC)
225 PEACHTREE ST NE STE 900ATLANTAGA30301PCYOUNG ADULTS, AGES 18-24 WHO HAVE BEEN IN THE FOSTER CARE SYSTEM RECEIVE TECHNICAL SKILLS TRAINING AND ONGOING SUPPORT THAT SETS THEM ON A PATH OF SELF-SUFFICIENCY. WITHIN ONE YEAR, PARTICIPANTS RECEIVE BASIC IT TRAINING AND WORK TOWARDS ACHIEVING CERTIFICATIONS THAT INCLUDE: COMPTIA A+, PROJECT MANAGEMENT PROFESSIONAL (PMP), INFORMATION TECHNOLOGY INFRASTRUCTURE LIBRARY (ITIL) AND MICROSOFT CERTIFIED PROFESSIONAL (MCITP). PARTICIPANTS ALSO RECEIVE ONGOING SUPPORT IN LIFE SKILLS, FINANCIAL LITERACY AND MANAGEMENT AND OTHER WRAPAROUND ASSISTANCE TO HELP MITIGATE BARRIERS THAT COULD POTENTIALLY DERAIL THEIR PROGRESS. UPON COMPLETION, THE APPRENTICES ARE PREPARED TO FILL POSITIONS SUCH AS FIELD SUPPORT ANALYST I, DESKTOP MANAGEMENT ANALYST I, HELP DESK ANALYST II AND INFRASTRUCTURE SERVICES ANALYST I, OR ARE SUPPORTED THROUGH COMPLETING A BACHELORS DEGREE IN A RELATED TECHNICAL AND COMPUTER SCIENCE FIELD.$75,000
NATIONAL 4-H
7100 CONNECTICUT AVECHEVY CHASEMD20815PCIMAGINE SCIENCE IS A COALITION OF FOUR NATIONAL YOUTH SERVING ORGANIZATIONS: BOYS & GIRLS CLUBS OF AMERICA (BGCA), GIRLS INC., NATIONAL 4-H COUNCIL (N4HC)) AND YMCA OF THE USA (Y-USA) WHO COMBINE EXPERTISE AND RESOURCES TO HELP BRIDGE STEM ACCESS AND OPPORTUNITY GAPS FOR UNDER-REPRESENTED YOUTH. THE PARTNERS SHARE STEM CURRICULA, EXPERIENCED TRAINING AND TECHNICAL ASSISTANCE FOR STAFF IN STEM, OUTCOMES AND DATA MANAGEMENT, PROGRAM SUPPLIES AND FUNDRAISING EXPERTISE AND TOOLS. YOUTH IN THE COMMUNITIES SERVED BENEFIT FROM HANDS-ON STEM ACTIVITIES INTEGRATED INTO AN ARRAY OF ONE-TIME OR MULTI-WEEK POSITIVE YOUTH DEVELOPMENT PROGRAMS IN HOPES OF INSPIRING THE NEXT GENERATION OF SCIENTIFIC THINKERS AND PROBLEM SOLVERS.$75,000
POSSE FOUNDATION LOS ANGELES
515 S FIGUEROA ST STE 300LOS ANGELESCA90071PCTHIS IS ONE OF EIGHT NONPROFIT ORGANIZATIONS AHF PROACTIVELY SOUGHT TO WORK COLLABORATIVELY TO ESTABLISH A STEM/STEAM CRADLE-TO-COLLEGE AND CAREER PIPELINE FOR YOUNG MEN OF COLOR IN LOS ANGELES COUNTY. PARTNERS PULL FROM EXISTING PARTNERSHIPS, BEST PRACTICES AND OTHER RESOURCES TO NOT ONLY MEET THE EDUCATIONAL NEEDS OF YOUNG MEN OF COLOR, BUT ALSO THEIR ECONOMIC AND SOCIAL-EMOTIONAL NEEDS, NURTURING THE WHOLE CHILD, WHILE LEADING THEM DOWN A MUCH NEEDED STEM/STEAM PIPELINE. THIS MARKS YEAR FOUR OF THIS LONG-TERM INITIATIVE.$55,000
REALITY CHANGERS
3910 UNIVERSITY AVE STE 400-RCSAN DIEGOCA921057302PCDRIVEN BY THE BELIEF THAT COLLEGE CHANGES EVERYTHING, REALITY CHANGERS PURPOSELY RECRUITS YOUTH FROM DISADVANTAGED BACKGROUNDS AND SETS THEM ON A PATH TO BECOME COLLEGE GRADUATES. FROM 8TH - 11TH GRADE, THE FOCUS IS ON BUILDING ACADEMIC PERFORMANCE, LEADERSHIP AND SOFT SKILLS SO STUDENTS ARE COLLEGE-READY BY 12TH GRADE. STUDENTS THAT ACHIEVE A 3.5 GPA ARE ELIGIBLE TO ATTEND ACADEMIC CONNECTIONS, A 3-WEEK, SUMMER RESIDENTIAL PROGRAM AT THE UNIVERSITY OF CALIFORNIA, SAN DIEGO (UCSD). THEY GAIN EXPOSURE TO COLLEGE LIFE BY LIVING ON CAMPUS AND ATTENDING STEM CLASSES TAUGHT BY UCSD FACULTY AND EARN COLLEGE CREDITS. IN 12TH GRADE, STUDENTS ARE GUIDED THROUGH EVERY STEP OF THE COLLEGE APPLICATION PROCESS FROM RESEARCHING SCHOOLS TO PAYING FOR COLLEGE. THE ALUMNI NETWORK KEEPS STUDENTS CONNECTED AND PROVIDES CONTINUAL SUPPORT TO HELP THEM PERSIST THROUGH COLLEGE AND BEYOND.$50,000
ROCKING THE BOAT INC
812 EDGEWATER ROADBRONXNY10074PCLOW-INCOME HIGH SCHOOL YOUTH DEVELOP THE SELF-CONFIDENCE, ACADEMIC AND LIFE SKILLS NECESSARY TO FINISH HIGH SCHOOL AND BUILD A BRIGHTER FUTURE FOR THEMSELVES. STUDENTS BEGIN THE YOUTH DEVELOPMENT PROGRAM IN 9TH OR 10TH GRADE AND SELF-SELECT ONE OF THREE NON-TRADITIONAL STEM TRACKS TO FOLLOW. IN BOATBUILDING, STUDENTS STUDY PLANS TO CREATE AND ASSEMBLE WOODEN BOATS FROM STEM TO STERN. SAILING TRACK PARTICIPANTS PUT THEORY AND NAVIGATION TECHNIQUES INTO PRACTICE, WORKING TOWARDS BECOMING CERTIFIED U.S. SAILING LEVEL 1 INSTRUCTORS. USING STUDENT-BUILT BOATS, ENVIRONMENTAL TRACK STUDENTS COMB THE BRONX RIVER TO COLLECT WATER QUALITY DATA AND PERFORM RESTORATION WORK TO HELP BRING THE RIVER TO HEALTHY LEVELS.$75,000
SIFMA FOUNDATION FOR INVESTOR EDUCATION
120 BROADWAY 35TH FLOORNEW YORKNY10271PCWITH DECLINING MATH TEST SCORES AND NEW LEGISLATION ENCOURAGING FINANCIAL EDUCATION ACROSS THE STATE OF MASSACHUSETTS, SIFMAS FINANCIAL LITERACY PROGRAM, THE STOCK MARKET GAME (SMG) IS A FUN AND ENGAGING WAY TO ADDRESS BOTH. IN THE SMG, 4TH -12TH GRADE STUDENTS ARE CONNECTED TO HANDS-ON PERSONAL FINANCE, INVESTING AND CAPITAL MARKETS CURRICULUM WHILE GAINING EXPOSURE TO FINANCIAL CAREERS. STUDENTS RECEIVE $100,000 IN FICTITIOUS FUNDS TO SIMULATE THE PURCHASE OF STOCKS, BONDS AND MUTUAL FUNDS. THEY STUDY CURRENT EVENTS AND ASSESS THE IMPACTS ON THE MARKET, PARTICULARLY FOCUSING ON THEIR OWN PORTFOLIOS.$40,000
THE FISHING SCHOOL
4737 MEADE ST NE STE 410WASHINGTONDC20036PCAT THE FISHING SCHOOL, STUDENTS LEARN TO FISH IN THE RIVERS OF THE MIND TO BUILD THE ACADEMIC AND LIFE SKILLS NECESSARY TO ACHIEVE SUCCESS FOR A LIFETIME. STUDENTS IN GRADES 1-5 AND THEIR PARENTS ARE GROUPED INTO COHORTS UPON ENROLLMENT AND PROGRESS THROUGH A MULTI-YEAR PROGRAM CONTINUUM TOGETHER. THROUGHOUT THE ACADEMIC SCHOOL YEAR AND VIA SUMMER CAMP, STUDENTS ENGAGE IN HANDS-ON, THEMATIC SCIENCE, TECHNOLOGY, ENGINEERING, ARTS AND MATHEMATICS (STEAM) UNITS THAT PROMOTE CREATIVITY, PROBLEM-SOLVING, CRITICAL THINKING AND THE DEVELOPMENT OF CORE MATH AND READING SKILLS THROUGH THE USE OF TECHNOLOGY. THE STUDENT-CENTERED CURRICULUM ALIGNS WITH COMMON CORE STANDARDS AND SUPPORTS A STUDENTS ACADEMIC, SOCIAL AND EMOTIONAL DEVELOPMENT.$20,000
THE LITERACY LAB
1400 16TH ST STE 410WASHINGTONDC20036PCYOUNG MEN OF COLOR WHO HAVE RECENTLY GRADUATED HIGH SCHOOL ARE RECRUITED FOR A PAID YEARLONG, RESIDENCY-STYLE EXPERIENCE PROVIDING LITERACY INTERVENTION TO DISADVANTAGED PRE-KINDERGARTEN STUDENTS IN WASHINGTON, DC; MILWAUKEE, WI; AND RICHMOND, VA. LEADING MEN FELLOWS RECEIVE ROBUST COACHING AND PROFESSIONAL DEVELOPMENT WHILE PROVIDING PRE-K STUDENTS EVIDENCE-BASED LITERACY SUPPORT. EACH FELLOW IS ASSIGNED TO A SINGLE CLASSROOM FOR THE ENTIRE SCHOOL YEAR, LEADING WHOLE CLASS, SMALL GROUP AND ONE-ON-ONE LITERACY INTERVENTIONS FIVE DAYS PER WEEK. THE AIM IS TWO-FOLD: 1) CLOSE THE PERSISTING LITERACY GAP THAT BEGINS WIDENING FOR IMPOVERISHED CHILDREN AS EARLY AS KINDERGARTEN AND 2) EXPOSE YOUNG MEN OF COLOR TO A CAREER IN EARLY CHILDHOOD EDUCATION, POTENTIALLY HELPING TO DIVERSIFY THE TEACHER PIPELINE IN THE LONG RUN.$70,000
TWO-BIT CIRCUS FOUNDATION
12815 S WESTERN AVEGARDENACA90249PCBUILDING ON THE TEACHER PROFESSIONAL DEVELOPMENT PROVIDED EARLIER THIS YEAR, TWO-BIT CIRCUS WILL CONTINUE TO SUPPORT TEACHERS IN THE LYNWOOD UNIFIED SCHOOL DISTRICT (LUSD) WITH VIRTUAL STEM/STEAM TRAININGS AND OTHER RESOURCES TO USE TO ENGAGE STUDENTS IN A VIRTUAL SETTING. ONE SUCH RESOURCE ARE WEEKLY STEM KITS THAT WILL BE AVAILABLE FOR PARENTS TO PICK UP, USING LUSDS DRIVE-UP AND GO SYSTEM. EACH KIT CONTAINS SAMPLE PROJECTS AND SUPPLIES THAT STUDENTS AND THEIR FAMILIES CAN USE IN MAKING NEW VERSIONS OF EXISTING INVENTIONS, CREATING NEW ONES OR TACKLING STEM-RELATED CHALLENGES. THESE PROJECTS ARE STANDARDS-ALIGNED AND DESIGNED TO TEACH, INSPIRE, AND CALL ON THE STUDENT'S INNER CREATIVITY AND CRITICAL THINKING SKILLS.$75,000
UNCF
3699 WILSHIRE BLVD STE 675LOS ANGELESCA90010PCAHF PROACTIVELY SOUGHT EIGHT NONPROFIT ORGANIZATIONS TO WORK COLLABORATIVELY TO ESTABLISH A STEM/STEAM CRADLE-TO-COLLEGE AND CAREER PIPELINE FOR YOUNG MEN OF COLOR IN LOS ANGELES COUNTY. PARTNERS PULL FROM EXISTING PARTNERSHIPS, BEST PRACTICES AND OTHER RESOURCES TO NOT ONLY MEET THE EDUCATIONAL NEEDS OF YOUNG MEN OF COLOR, BUT ALSO THEIR ECONOMIC AND SOCIAL-EMOTIONAL NEEDS, NURTURING THE WHOLE CHILD, WHILE LEADING THEM DOWN A MUCH NEEDED STEM/STEAM PIPELINE. THIS MARKS YEAR FOUR OF THIS LONG-TERM INITIATIVE.$55,000
URBAN TEACHERS
MONTGOMERY PARK 1800 WASHINGTONBALTIMOREMD21239PCWORKING TO ELEVATE THE QUALITY OF CLASSROOM INSTRUCTION IN URBAN SCHOOLS IN BALTIMORE, WASHINGTON DC AND DALLAS, URBAN TEACHERS RECRUITS AND PREPARES ACCOUNTABLE AND EFFECTIVE TEACHERS WHO ARE READY ON DAY ONE AND WHO STAY FOR THE LONG-TERM. EMPHASIS IS PLACED ON RECRUITING MINORITY TEACHERS TO MIRROR THE STUDENT POPULATION, DRAWING FROM THEIR BACKGROUND EXPERIENCES TO HELP MEET THE ACADEMIC AND SOCIAL-EMOTIONAL LEARNING NEEDS OF STUDENTS. THIS RIGOROUS TEACHING PROGRAM INCLUDES AN UP-FRONT RESIDENCY, MASTERS COURSEWORK LEADING TO A DEGREE AND TWO CERTIFICATIONS, OVER 80 HOURS OF ONE-ON-ONE COACHING, A FOUR-YEAR TEACHING COMMITMENT AND A PERFORMANCE EVALUATION THAT GUARANTEES EFFECTIVENESS.$75,000BLVD STE 411
WOMENS AUDIO MISSION
544 NATOMA ST C-1SAN FRANCISCOCA94103PCWOMENS AUDIO MISSION STRIVES TO CHANGE THE FACE OF SOUND BY ADDRESSING THE UNDERREPRESENTATION OF WOMEN IN CREATIVE TECHNOLOGY CAREERS. GIRLS ON THE MIC (GOTM) USES MUSIC AND MEDIA TO INSPIRE AND ENGAGE 2,500+ UNDERSERVED GIRLS (AGES 11-18) FROM TITLE I SCHOOLS IN THE SAN FRANCISCO BAY AREA. AFTERSCHOOL SESSIONS ARE HELD FIVE DAYS A WEEK AND INTRODUCE GIRLS TO CAREERS IN SOUND ENGINEERING. WHILE COMPLETING STEM PROJECTS LIKE CREATING AND RECORDING PODCASTS, BUILDING SMALL SYNTHESIZERS AND CREATING INTERACTIVE MUSIC USING CODING APPS, GIRLS LEARN TO THINK CRITICALLY AND PROBLEM SOLVE.$25,000
CENTINELA VALLEY UNION HIGH SCHOOL DISTRICT
14901 SOUTH INGLEWOOD AVENUELAWNDALECA90260PCFUNDING WILL SUPPORT STUDENTS PARTICIPATING IN THE E-LEARNING SUPPORTS FOR SEAMLESS EDUCATION PROGRAM$25,000
LENNOX SCHOOL DISTRICT
10319 FIRMONA AVELENNOXCA90304PCFUNDING TO SUPPORT TECHNOLOGY FOR STUDENT IMPROVEMENT PROGRAM$25,000
THE LONG BEACH EDUCATION FOUNDATION
1515 HUGHES WAYLONG BEACHCA90810PCFUNDING WILL SUPPORT STUDENTS PARTICIPATING IN THE BRIDGING THE GAP: HOMELESS, FOSTER AND PROBATION E-LEARNING PROGRAM (SPECIFICALLY THOSE STUDENTS IN THE MATH COLLABORATIVE PROGRAM).$25,000
THE LYNWOOD PARTNERS EDUCATIONAL FOUNDATION
11321 BULLIS ROADLYNWOODCA90302PCFUNDING WILL SUPPORT THE ROSA PARKS ELEMENTARY STEM/STEAM TECHNOLOGY PROGRAM. FUNDS WILL BE UTILIZED FOR APPLE IPADS 64GB; 10-INCH AIR W/WIFI/COVER; ANY CUBIC PHOTON UV LCD 3D PRINTER DATAMATION IPAD CHARGE/SYNC CART; ROBOTICS KITS; MACBOOK; STYLUS PENS; PROFESSIONAL DEVELOPMENT; CHROMEBOOKS; CHROME CART; INSTRUCTIONAL SUPPLIES AND MATERIALS, ETC.$25,000
CALIFORNIA ACADEMY OF MATHEMATICS AND SCIENCE (CAMS)
1000 E VICTORIA STCARSONCA90747PCTHIS IS ONE OF EIGHT NONPROFIT ORGANIZATIONS AHF PROACTIVELY SOUGHT TO WORK COLLABORATIVELY TO ESTABLISH A STEM/STEAM CRADLE-TO-COLLEGE AND CAREER PIPELINE FOR YOUNG MEN OF COLOR IN LOS ANGELES COUNTY. PARTNERS PULL FROM EXISTING PARTNERSHIPS, BEST PRACTICES AND OTHER RESOURCES TO NOT ONLY MEET THE EDUCATIONAL NEEDS OF YOUNG MEN OF COLOR, BUT ALSO THEIR ECONOMIC AND SOCIAL-EMOTIONAL NEEDS, NURTURING THE WHOLE CHILD, WHILE LEADING THEM DOWN A MUCH NEEDED STEM/STEAM PIPELINE. THIS MARKS YEAR FOUR OF THIS LONG-TERM INITIATIVE.$55,000
LAWNDALE ELEMENTARY SCHOOL DISTRICT
4161 W 147TH STLAWNDALECA90260PCFUNDING WILL SUPPORT THE DISTANCE LEARNING PROGRAM$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,665,304TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1HAWTHORNE PUBLIC SCHOOL DISTRICTBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line114120 HAWTHORNE BLVDAddressLine1Txt
CityHAWTHORNECityNm
State AbbreviationCAStateAbbreviationCd
ZIP90250ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeFUNDING WILL SUPPORT THE DISTANCE LEARNING INITIATIVEGrantOrContributionPurposeTxt
Amt$25,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$25,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$399,475ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$94,675ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,113,312ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (5 entries)

DescDesc
OTHER
GAINS FROM OPEN-END FUNDS
LOSSES FROM OPEN-END FUNDS
NET FEDERAL EXCISE TAX BENEFIT
OTHER LOSSES FROM OPEN-END FUNDS

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,607,462ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,607,462TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (8 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
WILLIAM BLAIR & CO ACGFMV$5,565,263$5,565,263
ROBECO PREM EQUITY ACVFMV$5,705,368$5,705,368
PIMCOFMV$1,614,042$1,614,042
TRANSMACHINE MONEY FUNDFMV$552,802$552,802
EARNEST FOREIGNFMV$4,450,818$4,450,818
MLPAFMV$4,219,572$4,219,572
INVESCO CORE REAL ESTATE USA LPFMV$6,372,282$6,372,282
MFSFMV$4,359,045$4,359,045

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES & MEMBERSHIPS$215$0$215
OFFICE EXPENSES$459$0$459
OTHER OFFICE ADMINISTRATION$15,856$0$15,856

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNET INCOME FROM OPEN-END FUNDSDesc
Revenue And Expenses Per Books$94,675RevenueAndExpensesPerBooksAmt
Net Investment Income$94,675NetInvestmentIncomeAmt
Adjusted Net Income$94,675AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED GAIN ON INVESTMENTSDesc
Amt$7,122,859Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED TAXESDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$147,850EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$275,265$275,265$0
GRANT MANAGEMENT FEES$23,466$0$23,466

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAX$20,768$0$20,768
EXCISE TAX ON INVESTMENT INCOME$190,026$0$0