THE WALLACE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE WALLACE FOUNDATION (EIN 13-6183757)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202203189349106505
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T17:02:15-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Park Ave | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136183757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Wallace Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALL | BusinessNameControlTxt |
| Phone | 2122519700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 Broadway 49 Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stacy Martin | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2122519751 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Stacy J | PersonFirstNm |
| Person Last | Martin | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Evan W Seekamp | PreparerPersonNm |
| PTIN | P10907071 | PTIN |
| Phone | 6314256023 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,042,790,483 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $950,093 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $950,093 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $8,440,367 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,440,367 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $0 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $0 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $0 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $0 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $128,888,002 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $147,708,364 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $559,137 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,136,129 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $138,837,624 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $167,234,953 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,952,924 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,089,824 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,861,069 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,526,921 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $991,292 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,542,254 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,065,887 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $454,558 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,825,696 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $199,143 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $26,175 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $141,583 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $170,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $85,175 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $85,175 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,987,515 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,853,338 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,298,310 | OtherProfFeesDsbrsChrtblAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $270,080 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,181,737 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $685,962 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $1,729,142 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $169,456 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,602,796 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $46,965 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,836 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $31,521 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $14,198 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $39 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $12,885 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $869,930 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75,186 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $775,652 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,519,017 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,929,616 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,176,941 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,616,873 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,497,973 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,135,890 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,929,616 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,674,914 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $71,701,734 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $156,305,337 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,896,364 | CashBOYAmt |
| Cash EOY | $141,349,365 | CashEOYAmt |
| Cash EOYFMV | $141,349,365 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $0 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $0 | GrantsReceivableEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Inventories BOY | $0 | InventoriesBOYAmt |
| Inventories EOY | $0 | InventoriesEOYAmt |
| Inventories EOYFMV | $0 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $200,101 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $211,436 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $211,436 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $85,113,466 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,716,085 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,716,085 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $64,213,134 | CorporateStockBOYAmt |
| Corporate Stock EOY | $83,098,595 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $83,098,595 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $131,848,642 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $108,435,600 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $108,435,600 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $1,498,197,348 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,690,283,502 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,690,283,502 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,399,004 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,412,729 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,638,536 | LandBOYAmt |
| Land EOY | $7,986,275 | LandEOYAmt |
| Land EOYFMV | $7,986,275 | LandEOYFMVAmt |
| Other Assets BOY | $841,462 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,709,625 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,709,625 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,815,949,053 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,042,790,483 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,042,790,483 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,099,650 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,803,598 | AccountsPayableEOYAmt |
| Grants Payable BOY | $16,278,471 | GrantsPayableBOYAmt |
| Grants Payable EOY | $9,884,193 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $9,956,970 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $12,119,249 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $28,335,091 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,807,040 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,787,613,962 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,018,983,443 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,787,613,962 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,018,983,443 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,815,949,053 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,042,790,483 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,787,613,962 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $71,701,734 | ExcessRevenueOverExpensesAmt |
| Other Increases | $159,667,747 | OtherIncreasesAmt |
| Subtotal | $2,018,983,443 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,018,983,443 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Publicly Traded Securities | P | $463,176,288 | $0 | $436,763,627 | $26,412,661 | $0 | $26,412,661 |
| Liquidated Partnerships | P | $87,611,722 | $78,315,855 | $9,295,867 | $0 | $9,295,867 | |
| Foreign Corporations | P | $31,820,877 | $30,982,971 | $837,906 | $0 | $837,906 | |
| Partnerships and Alternative Investments | P | $222,306,100 | $111,153,050 | $111,153,050 | $0 | $111,153,050 | |
| Net Capital losses on Foreign exchange contracts | P | $17,760 | $8,880 | $8,880 | $0 | $8,880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $147,708,364 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,172,644 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,172,644 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,172,644 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,700,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,700,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $472,644 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.wallacefoundation.org | WebsiteAddressTxt |
| Individual With Books | Stacy Martin CFO | IndividualWithBooksNm |
| Phone | 2122519700 | PhoneNum |
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Amor Towles | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.000 | $0 | $0 | $0 |
| Anne Dinneen | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.000 | $0 | $0 | $0 |
| Candace Beinecke | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.000 | $0 | $0 | $0 |
| Daniel Weiss | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.000 | $0 | $0 | $0 |
| Jorge Ruiz de Velasco | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.000 | $0 | $0 | $0 |
| Kenneth Austin | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | General Counsel & Corporate Secretary | 50.000 | $331,194 | $63,959 | $0 |
| Kent McGuire | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.000 | $0 | $0 | $0 |
| Mary Beth West | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.000 | $0 | $0 | $0 |
| Melkeya McDuffie | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | CHRO & Assistant Corporate Secretary | 50.000 | $355,977 | $76,311 | $0 |
| Richard L Kauffman | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director | 1.000 | $0 | $0 | $0 |
| Thomas Lenehan | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | CIO & Assistant Treasurer | 50.000 | $862,988 | $102,564 | $0 |
| Rob D Nagel | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Former CIO, Retired | 0.100 | $2,097,122 | $30,623 | $0 |
| Stacy J Martin | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | CFO & Treasurer | 50.000 | $398,682 | $68,810 | $0 |
| William I Miller | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | President & Director | 50.000 | $830,600 | $142,553 | $0 |
| Geraldine Sutera | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Legal/HR Assoc. & Assistant Corp Secretary | 40.000 | $72,048 | $40,341 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Bahia Ramos | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director - Arts | 50.000 | $304,301 | $60,843 | $0 |
| Bronwyn Bevan | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Director - Research | 50.000 | $341,955 | $73,333 | $0 |
| Joyce Zhang | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Senior - Investments | 50.000 | $358,650 | $76,318 | $0 |
| Jody Spiro | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | Dir - Ed. Leadership | 50.000 | $304,244 | $58,263 | $0 |
| Patrick Sherwood | ||||||||
| 140 Broadway 49 Floor | New York | NY | 10005 | MD-Investments | 50.000 | $414,426 | $46,474 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 38 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| The Hatcher Group | |||||
| 4340 East West Highway Suite 912 | Bethesda | MD | 20814 | Communication Consulting Services | $1,293,569 |
| Policy Studies Associates Inc | |||||
| 1719 Connecticut Ave NW Suite 400 | Washington | DC | 20009 | Research and Consulting Services | $1,008,898 |
| Acronym Media Inc | |||||
| 350 5th Ave Suite 6520 | New York | NY | 10118 | Communication Consulting Services | $800,242 |
| Learning Agenda Inc | |||||
| 3162 Surrey Hill Lane | Stow | OH | 44224 | Learning & Enrichment Consulting Services | $794,328 |
| EducationCounsel LLC | |||||
| 1320 Main Street 17th Floor | Columbia | SC | 29201 | Foundationwide Consulting Services | $615,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 35 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TECHNICAL ASSISTANCE: Provide coordination and facilitation of learning communities and technical assistance to Grantees participating in our Youth Arts, Education Leadership, and Out of School Time initiatives. | Description1Txt |
| Expenses1 | $1,603,341 | Expenses1Amt |
| Description2 | RESEARCH: Commission research and evaluation studies to inform and support the implementation of Wallace initiatives and provide insights about practice improvements for the field. | Description2Txt |
| Expenses2 | $1,402,771 | Expenses2Amt |
| Description3 | DISSEMINATION: Through conference presentations, webinars, print advertising and media outreach, share Wallace research findings with non-grantee audiences, who can use the findings to improve their own work. | Description3Txt |
| Expenses3 | $1,275,124 | Expenses3Amt |
| Description4 | POLICY: Public policy engagement activities include, within the constraints of the law, sharing evidence of what works and encouraging states to seek ESSA funding for evidence-based leadership work. | Description4Txt |
| Expenses4 | $766,914 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,845,216,776 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,924,910 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $939,900 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,903,081,586 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,903,081,586 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,546,224 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,874,535,362 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,726,768 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,726,768 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,172,644 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,172,644 | TotalTaxAmt |
| Distributable Before Adj | $91,554,124 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $486,822 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $92,040,946 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $92,040,946 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,674,914 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $33,700 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $66,708,614 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $92,040,946 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $19,182,728 | UndistributedIncomePYAmt |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,708,614 | QualifyingDistributionsAmt |
| Applied To Year1 | $19,182,728 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,525,886 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $44,515,060 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (256 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Afterschool Alliance | |||||||
| 1101 14th St NW Ste 700 | Washington | DC | 20005 | PC | To support Afterschool Alliance as a communications partner. | $125,000 | |
| Afterschool Alliance | |||||||
| 1101 14th St NW Ste 700 | Washington | DC | 20005 | PC | To strengthen Afterschool Alliance's policy-focused communications to state and local officials about the American Rescue Plan Act and other federal funding. | $250,000 | |
| American Association of Museums | |||||||
| 2451 Crystal Dr Ste 1005 | Arlington | VA | 22202 | PC | To support AAM as a communications partner. | $100,000 | |
| American Association of School Administrators Inc | |||||||
| 1615 Duke St | Alexandria | VA | 22314 | PC | To support AASA as a communications partner. | $175,000 | |
| American Friends of Les Arts Florissants Inc | |||||||
| 4545 Center Blvd Apt 4006 | Long Island City | NY | 11109 | PC | General operating support in honor of Wallace's Chief Investment Officer Rob Nagel upon his retirement. | $1,000 | |
| American Institutes for Research in the Behavioral Sciences | |||||||
| 1000 Thomas Jefferson St NW | Washington | DC | 20007 | PC | To support a study of how a range of districts from across the state of Texas incorporate evidence-based strategies in the design and implementation of summer learning programs. | $365,882 | |
| American Institutes for Research in the Behavioral Sciences | |||||||
| 1000 Thomas Jefferson St NW | Washington | DC | 20007 | PC | To support the Youth Fields Workforce Study, including a national survey and up to 10 case studies. | $223,111 | |
| American Symphony Orchestra League | |||||||
| 520 8th Ave Ste 2005 | New York | NY | 10018 | PC | To support the League as a communications partner. | $100,000 | |
| Asian American-Pacific Islanders in Philanthropy Inc | |||||||
| 300 Frank H Ogawa Plz Ste 256 | Oakland | CA | 94612 | PC | For the general support of Asian American-Pacific Islanders in Philanthropy and CHANGE Philanthropy. | $50,000 | |
| Association of Arts Administration Educators Inc | |||||||
| PO Box 25094 | Providence | RI | 02905 | PC | To support AAAE as a communications partner. | $25,000 | |
| Association of Black Foundation Executives Inc | |||||||
| 42 Broadway Ste 2000 | New York | NY | 10004 | PC | For general operating support. | $20,000 | |
| Association of Performing Arts Professionals Inc | |||||||
| 919 18th St NW Ste 650 | Washington | DC | 20006 | PC | To support APAP as a communications partner. | $100,000 | |
| Big Thought | |||||||
| 1409 Botham Jean Blvd Ste 1015 | Dallas | TX | 75215 | PC | To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). | $251,000 | |
| Board of Education of Jefferson County Kentucky | |||||||
| 3332 Newburg Rd | Louisville | KY | 40218 | GOV | To participate in the Equity-Centered Pipeline Initiative. | $1,790,000 | |
| Board of Education of Jefferson County Kentucky | |||||||
| 3332 Newburg Rd | Louisville | KY | 40218 | GOV | For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's boarder work in equity. | $100,000 | |
| Board of Regents of the University of Wisconsin System | |||||||
| 702 W Johnson St Ste 1101 | Madison | WI | 53715 | PC | To support a study to answer research questions related to engaging young people from historically marginalized communities in out-of-school time learning. | $128,860 | |
| Board of Regents of the University of Wisconsin System | |||||||
| 702 W Johnson St Ste 1101 | Madison | WI | 53715 | PC | To conduct a project designed to answer research questions related to identifying key issues, opportunities, and questions currently facing the field of youth arts learning. | $160,566 | |
| Boston After School & Beyond Inc | |||||||
| 89 South St Ste 601 | Boston | MA | 02111 | PC | To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). | $1,613,250 | |
| Boys & Girls Clubs of America | |||||||
| 1275 Peachtree St NE | Atlanta | GA | 30309 | PC | To support Wave II of the Youth Arts Initiative, the goal of which is to help low-income, urban youth engage in high-quality arts education programs in pilot Boys & Girls Clubs sites. | $1,086,837 | |
| Candid | |||||||
| 32 Old Slip 24th Fl | New York | NY | 10005 | PC | For general operating support. | $50,000 | |
| Center for Disaster Philanthropy Inc | |||||||
| 1 Thomas Cl NW Suite 700 | Washington | DC | 20005 | PC | To contribute to the Disaster Recovery Fund designated for recovery efforts in Texas and Oklahoma communities hit hardest by the recent winter storms. | $250,000 | |
| Center for Effective Philanthropy Inc | |||||||
| 675 Massachusetts Ave 7th Fl | Cambridge | MA | 02139 | PC | For general operating support. | $100,000 | |
| Center for Evaluation Innovation Inc | |||||||
| 1660 L St NW Ste 450 | Washington | DC | 20036 | PC | For general support of the Evaluation Roundtable. | $50,000 | |
| Chamber Music America Inc | |||||||
| 12 W 32nd St 7th Fl | New York | NY | 10001 | PC | To support CMA as a communications partner. | $100,000 | |
| Child Trends Incorporated | |||||||
| 7315 Wisconsin Ave Ste 1200W | Bethesda | MD | 20814 | PC | To identify current approaches to documenting and measuring impacts in OST settings across three specific sectors. | $171,772 | |
| Children's Funding Project | |||||||
| 2101 L St NW Ste 800 | Washington | DC | 20037 | PC | To support the creation of regional hubs to help local communities conduct fiscal mapping to fund and sustain youth development priorities. | $400,000 | |
| City and County of Denver - Manager of Finance | |||||||
| 201 W Colfax Ave Dept 1101 | Denver | CO | 80202 | GOV | To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through). | $300,000 | |
| Collaborative for Academic Social and Emotional Learning | |||||||
| 815 W Van Buren St Ste 210 | Chicago | IL | 60607 | PC | For Advocate Sponsorship of the 2021 SEL Exchange Virtual Summit held on October 14, 2021. | $10,000 | |
| Collaborative for Academic Social and Emotional Learning | |||||||
| 815 W Van Buren St Ste 210 | Chicago | IL | 60607 | PC | To provide technical assistance to cities participating in the Partnerships for Social and Emotional Learning Initiative during its fifth and sixth years. | $340,000 | |
| Columbus City Schools | |||||||
| 270 E State St | Columbus | OH | 43215 | GOV | To participate in the Equity-Centered Pipeline Initiative. | $1,790,000 | |
| Columbus City Schools | |||||||
| 270 E State St | Columbus | OH | 43215 | GOV | For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity. | $100,000 | |
| Communication Network | |||||||
| 1717 N Naper Blvd Ste 200-20 | Naperville | IL | 60563 | PC | For general operating support. | $12,500 | |
| Communities Foundation of Texas Inc | |||||||
| 5500 Caruth Haven Ln | Dallas | TX | 75225 | PC | To enable CFT to support the Additional Days School Year Summer Learning Initiative that is a collaborative effort between Wallace and the Texas Impact Network and aligned with the efforts of the Texas Education Agency. | $250,187 | |
| Council of Chief State School Officers | |||||||
| 1 Massachusetts Ave NW Ste 800 | Washington | DC | 20001 | PC | To support CCSSO as a communications partner. | $200,000 | |
| Council of Chief State School Officers | |||||||
| 1 Massachusetts Ave NW Ste 800 | Washington | DC | 20001 | PC | To support an effort in collaboration with National Summer Learning Association to build state expertise in providing summer programs in 2021 and 2022 that help compensate for the disruption to education caused by the COVID-19 pandemic. | $357,243 | |
| Council of the Great City Schools | |||||||
| 1331 Pennsylvania Ave NW Ste 1100 N | Washington | DC | 20004 | PC | To provide technical assistance to the school boards of the districts participating in the Equity-Centered Pipeline Initiative. | $240,000 | |
| Council of the Great City Schools | |||||||
| 1331 Pennsylvania Ave NW Ste 1100 N | Washington | DC | 20004 | PC | To provide districts in the Principal Pipeline Learning Community with free consultation on the use of American Rescue Plan funds to achieve their strategic objectives. | $153,132 | |
| Council on Foundations Inc | |||||||
| 1255 23rd St NW Ste 200 | Washington | DC | 20037 | PC | For general operating support. | $24,000 | |
| Council on Foundations Inc | |||||||
| 1255 23rd St NW Ste 200 | Washington | DC | 20037 | PC | To sponsor the Council's 2021 Public Policy Summit, held virtually on November 4. | $9,602 | |
| Dallas Independent School District | |||||||
| 9400 N Central Expressway | Dallas | TX | 75231 | GOV | To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). | $349,250 | |
| Dance USA | |||||||
| 1029 Vermont Ave Ste 400 | Washington | DC | 20005 | PC | To support Dance USA as a communications partner. | $100,000 | |
| DC Public Education Fund | |||||||
| 3407 14th St NW | Washington | DC | 20010 | PC | To participate in the Equity-Centered Pipeline Initiative. | $1,790,000 | |
| DC Public Education Fund | |||||||
| 3407 14th St NW | Washington | DC | 20010 | PC | For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity. | $100,000 | |
| Digital Promise Global | |||||||
| 1001 Connecticut Ave NW Ste935 | Washington | DC | 20036 | PC | To conduct a review of evidence and practice to produce a report providing research-based recommendations on how to build comprehensive, aligned equity-centered principal pipelines that extend to virtual, online contexts. | $32,726 | |
| Editorial Projects in Education Inc | |||||||
| 6395 Arlington Rd Ste100 | Bethesda | MD | 20814 | PC | To support Education Week with a media sponsorship. | $650,000 | |
| Education Commission of the States | |||||||
| 700 Broadway Ste 810 | Denver | CO | 80203 | PC | For general support of the Arts Education Partnership. | $10,000 | |
| Education Commission of the States | |||||||
| 700 Broadway Ste 810 | Denver | CO | 80203 | PC | To provide continued access to ECS's extensive database of education laws and regulations as well as up-to-date information on ESSA developments in the 50 states. | $150,000 | |
| Education Development Center Inc | |||||||
| 300 Fifth Ave Ste 2010 | Waltham | MA | 02451 | PC | To conduct a study to describe whether and how publicly funded summer learning programs that serve K-8 youth in urban settings access and use professional learning and tools to improve and advance equitable outcomes for the students they serve. | $255,538 | |
| Education Development Center Inc | |||||||
| 300 Fifth Ave Ste 2010 | Waltham | MA | 02451 | PC | To provide technical assistance to the Texas Education Agency using the Quality Measures process. | $312,325 | |
| Education Development Center Inc | |||||||
| 300 Fifth Ave Ste 2010 | Waltham | MA | 02451 | PC | To update the Quality Measures rubrics, processes, and protocols to include an explicit focus on equity. | $100,000 | |
| Education Writers Association | |||||||
| 1825 K St NW Ste 200 | Washington | DC | 20006 | PC | To support Education Writers Association with a media sponsorship. | $122,098 | |
| Expanded Schools Inc | |||||||
| 11 West 42nd St 3rd Fl | New York | NY | 10036 | PC | To support Every Hour Counts in piloting the adoption of a shared measurement framework for assisting communities with their afterschool systems goal-setting and progress measuring. | $150,000 | |
| Expanded Schools Inc | |||||||
| 11 West 42nd St 3rd Fl | New York | NY | 10036 | PC | To support Every Hour Counts to plan and execute a national virtual peer-to-peer learning institute for expanded-learning practitioners in Spring 2021. | $85,000 | |
| Expanded Schools Inc | |||||||
| 11 West 42nd St 3rd Fl | New York | NY | 10036 | PC | To support Every Hour Counts as a communications partner. | $205,000 | |
| Family Health International | |||||||
| 359 Blackwell St Ste 200 | Durham | NC | 27701 | PC | To connect districts to resources to support the development of a three-year summer learning plan; plan and facilitate a Summer Learning Community; and curate, assemble and vet related supporting tools. | $3,139,854 | |
| Fresno Unified School District | |||||||
| 2309 Tulare St | Fresno | CA | 93721 | GOV | To participate in the Equity-Centered Pipeline Initiative. | $1,790,000 | |
| Fresno Unified School District | |||||||
| 2309 Tulare St | Fresno | CA | 93721 | GOV | For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity. | $100,000 | |
| Fund for Educational Excellence Inc | |||||||
| 800 N Charles St Ste 400 | Baltimore | MD | 21201 | PC | For Baltimore City Public Schools to participate in the Equity-Centered Pipeline Initiative. | $1,790,000 | |
| Fund for Educational Excellence Inc | |||||||
| 800 N Charles St Ste 400 | Baltimore | MD | 21201 | PC | For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity. | $100,000 | |
| Funders for Lesbian and Gay Issues Inc | |||||||
| 45 W 36th St 8th Fl | New York | NY | 10018 | PC | For general operating support. | $15,000 | |
| Grantmakers for Education | |||||||
| 400 SE 103rd Dr 33348 | Portland | OR | 97216 | PC | For general operating support. | $14,400 | |
| Grantmakers for Education | |||||||
| 400 SE 103rd Dr 33348 | Portland | OR | 97216 | PC | To support the formation of a Grantmakers for Education OST Impact Group with a governance structure and goals. | $50,000 | |
| Grantmakers for Education | |||||||
| 400 SE 103rd Dr 33348 | Portland | OR | 97216 | PC | To sponsor GFE's 2021 Annual Conference held in October. | $9,800 | |
| Grantmakers for Effective Organizations | |||||||
| 1310 L St NW Ste 650 | Washington | DC | 20005 | PC | For general operating support. | $14,000 | |
| Grantmakers in the Arts | |||||||
| 522 Courtlandt Ave 1st Fl | Bronx | NY | 10451 | PC | For general operating support. | $23,190 | |
| Grantmakers in the Arts | |||||||
| 522 Courtlandt Ave 1st Fl | Bronx | NY | 10451 | PC | To support GIA's virtual Annual Conference in November 2021, its Annual Conference in New York City in 2022, and for general operating support. | $150,000 | |
| Hispanics In Philanthropy | |||||||
| 414 13th St Ste 200 | Oakland | CA | 94612 | PC | For general operating support. | $27,250 | |
| Independent Sector | |||||||
| 1602 L St NW Ste 900 | Washington | DC | 20036 | PC | For general operating support. | $24,850 | |
| Kennesaw State University Foundation Inc | |||||||
| 3391 Town Point Dr Ste 4000 | Kennesaw | GA | 30144 | PC | To support 'Youth Today' with a media sponsorship. | $200,000 | |
| Learning Forward | |||||||
| 800 E Campbell Rd Ste 224 | Richardson | TX | 75081 | PC | To support the Equity-Centered Pipeline Initiative Learning Community. | $189,216 | |
| Learning Policy Institute | |||||||
| 1530 Page Mill Rd Ste 200 | Palo Alto | CA | 94304 | PC | To create a knowledge synthesis on principal preparation. | $30,451 | |
| Learning Policy Institute | |||||||
| 1530 Page Mill Rd Ste 200 | Palo Alto | CA | 94304 | PC | To implement Phase II of the Whole Child Policy Table. | $1,000,000 | |
| Meadows Mental Health Policy Institute for Texas | |||||||
| 2800 Swiss Ave | Dallas | TX | 75204 | PC | To support Dallas Independent School District's Re-Imagining Discipline Initiative and their new Reset Center implementation. | $250,000 | |
| National AfterSchool Association | |||||||
| 2961A Hunter Mill Rd 626 | Oakton | VA | 22124 | PC | To support NAA as a communications partner. | $125,000 | |
| National Association of Secondary School Principals | |||||||
| 1904 Association Dr | Reston | VA | 20191 | PC | To provide districts in the Principal Pipeline Learning Community with free consultation on the use of American Rescue Plan funds to achieve their strategic objectives. | $360,000 | |
| National Association of State Boards of Education | |||||||
| 123 N Pitt St Ste 350 | Alexandria | VA | 22314 | PC | To support NASBE as a communications partner. | $150,000 | |
| National Guild for Community Arts Education Inc | |||||||
| 520 8th Ave Ste 302 | New York | NY | 10018 | PC | For general operating support. | $25,000 | |
| National Policy Board for Educational Administration | |||||||
| 1904 Association Dr | Reston | VA | 20191 | PC | To support the development of national equity standards and to provide support and feedback to Equity-Centered Pipeline Initiative grantees as they craft their Equity Leader Standards. | $100,000 | |
| National Public Education Support Fund | |||||||
| 1900 L St NW Ste 520 | Washington | DC | 20036 | PC | For general support of the Education Funder Strategy Group and Grantmakers for Thriving Youth. | $50,000 | |
| National Public Radio Inc | |||||||
| 1111 N Capitol St NE | Washington | DC | 20002 | PC | To support National Public Radio's coverage of education issues through a media sponsorship. | $1,650,000 | |
| National Summer Learning Association Inc | |||||||
| 1701 Pennsylvania Ave NW Ste 200 | Washington | DC | 20006 | PC | To support NSLA as a communications partner. | $275,000 | |
| National Summer Learning Association Inc | |||||||
| 1701 Pennsylvania Ave NW Ste 200 | Washington | DC | 20006 | PC | To support an effort in collaboration with Council of Chief State School Officers to build state expertise in providing summer programs in 2021 and 2022 that help compensate for the disruption to education caused by the COVID-19 pandemic. | $930,000 | |
| National Urban League Inc | |||||||
| 80 Pine St 9th Fl | New York | NY | 10005 | PC | To provide technical assistance to the districts participating in the Equity-Centered Pipeline Initiative. | $300,000 | |
| Native Americans in Philanthropy | |||||||
| 1140 3rd St NE 2nd Fl | Washington | DC | 20002 | PC | For general operating support. | $28,000 | |
| New York University | |||||||
| 627 Broadway 7th Flr | New York | NY | 10012 | PC | For general support of The Research Alliance for New York City Schools. | $100,000 | |
| Nonprofit New York Inc | |||||||
| 320 E 43rd St 3rd Fl | New York | NY | 10017 | PC | For general operating support. | $1,000 | |
| Opera America Inc | |||||||
| 330 7th Ave 8th Fl | New York | NY | 10001 | PC | To support Opera America as a communications partner. | $100,000 | |
| PEAK Grantmaking Inc | |||||||
| 1701 Pennsylvania Ave NW Suite 200 | Washington | DC | 20006 | PC | For general operating support. | $9,250 | |
| Philanthropy New York Inc | |||||||
| 320 E 43rd St | New York | NY | 10017 | PC | For general operating support. | $49,250 | |
| President and Fellows of Harvard College | |||||||
| Office of the President Massachuset | Cambridge | MA | 02138 | PC | To update and expand the elementary Social and Emotional Learning guide and create a new middle and high school Navigating SEL Program Guide. | $419,255 | ts Hall |
| Prime Time Palm Beach County Inc | |||||||
| 2300 High Ridge Rd Ste 330 | Boynton Beach | FL | 33426 | PC | To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). | $104,000 | |
| RAND Corporation | |||||||
| 1776 Main St | Santa Monica | CA | 90407 | PC | Additional funds to support the research and evaluation of the National Summer Learning Project. | $25,000 | |
| RAND Corporation | |||||||
| 1776 Main St | Santa Monica | CA | 90407 | PC | To conduct an evaluation of the Partnerships for Social and Emotional Learning Initiative. | $2,100,000 | |
| RAND Corporation | |||||||
| 1776 Main St | Santa Monica | CA | 90407 | PC | To conduct an evaluation of the University Principal Preparation Initiative | $525,000 | |
| RAND Corporation | |||||||
| 1776 Main St | Santa Monica | CA | 90407 | PC | To conduct a survey of U.S. public school teachers on social and emotional learning and teachers' activities related to SEL. | $35,813 | |
| Research for Action Inc | |||||||
| 100 S Broad St Ste 700 | Philadelphia | PA | 19110 | PC | To conduct an in-depth, longitudinal study of the Boys & Girls Clubs participating in Wave II of the Youth Arts Initiative. | $450,000 | |
| Research for Action Inc | |||||||
| 100 S Broad St Ste 700 | Philadelphia | PA | 19110 | PC | To support the Out-of-School Time Infrastructure Study, including case studies, policy analysis, and social network analysis. | $109,954 | |
| Ruff Ryders to the Rescue Foundation | |||||||
| 33 S Broadway | Yonkers | NY | 10701 | PC | General operating support in honor of Wallace's Investment Assistant Geri Francis upon her retirement. | $1,000 | |
| San Antonio Independent School District | |||||||
| 514 W Quincy St | San Antonio | TX | 78212 | GOV | To participate in the Equity-Centered Pipeline Initiative. | $1,790,000 | |
| San Antonio Independent School District | |||||||
| 514 W Quincy St | San Antonio | TX | 78212 | GOV | For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity. | $100,000 | |
| School Board of Palm Beach County | |||||||
| 3300 Forest Hill Blvd A-323 | West Palm Beach | FL | 33406 | GOV | To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). | $481,750 | |
| School District No 1J Multnomah County Oregon | |||||||
| 501 N Dixon St | Portland | OR | 97227 | GOV | To participate in the Equity-Centered Pipeline Initiative. | $1,790,000 | |
| School District No 1J Multnomah County Oregon | |||||||
| 501 N Dixon St | Portland | OR | 97227 | GOV | For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity. | $100,000 | |
| Shriners Hospitals for Children | |||||||
| 2211 N Oak Park Ave | Chicago | IL | 60707 | PC | General operating support in honor of Wallace's Investment Assistant Geri Francis upon her retirement. | $2,000 | |
| Sickle Cell Awareness Foundation Corp Int | |||||||
| 207-08 Hollis Ave | Queens Village | NY | 11429 | PC | General operating support in honor of Wallace's Investment Assistant Geri Francis upon her retirement. | $4,000 | |
| Social Science Research Council | |||||||
| One Pierrepont Plz | Brooklyn | NY | 11201 | PC | To support Fellows who will conduct ethnographies/histories of the arts organizations in Wallace's new arts initiative. | $115,728 | |
| Society for Research in Child Development Inc | |||||||
| 1825 K St NW Ste 325 | Washington | DC | 20006 | PC | To help the organization expand and deepen its equity efforts, particularly support of emerging scholars who bring lived experiences of marginalization to their work. | $75,000 | |
| Society for Research in Child Development Inc | |||||||
| 1825 K St NW Ste 325 | Washington | DC | 20006 | PC | To support research poster sessions, representing research of primarily emerging and early career scholars, at a 2022 conference on the topic of creativity, play and learning. | $10,000 | |
| Society for Research on Educational Effectiveness | |||||||
| 1000 Thomas Jefferson St NW | Washington | DC | 20007 | PC | For general operating support. | $8,000 | |
| St Jude Children's Research Hospital Inc | |||||||
| 262 Danny Thomas Pl | Memphis | TN | 38105 | PC | General operating support in honor of Wallace's Investment Assistant Geri Francis upon her retirement. | $2,000 | |
| STEM Next Opportunity Fund | |||||||
| 2305 Historic Decatur Rd Ste 100 | San Diego | CA | 92106 | PC | To fund, in partnership with the Charles Stewart Mott Foundation, the STEM Next Opportunity Fund Fellowship Program with expertise in afterschool and summer learning. | $125,000 | |
| Teachers College Columbia University | |||||||
| 525 W 120th St Box 306 | New York | NY | 10027 | PC | To produce a report that comprehensively reviews the literature on equity-centered leadership, and will articulate a racially and culturally responsive approach and employ it to provide research and evidence-based guidance and suggestions on preparing equity-centered leaders across the seven domains of the principal pipeline. | $20,577 | |
| Teachers College Columbia University | |||||||
| 525 W 120th St Box 306 | New York | NY | 10027 | PC | To support The Hechinger Report with a media sponsorship. | $200,000 | |
| Texas Education Agency | |||||||
| 1701 N Congress Ave | Austin | TX | 78701 | GOV | To assist Texas school districts in the rapid adoption, reasonable adaptation and spread of research-based practices that promote summer learning through the Additional Days School Year initiative. | $151,708 | |
| The Forum for Youth Investment | |||||||
| 7064 Eastern Ave NW | Washington | DC | 20012 | PC | For general operating support. | $1,200,000 | |
| The Forum for Youth Investment | |||||||
| 7064 Eastern Ave NW | Washington | DC | 20012 | PC | To support the Forum as a communications partner. | $126,000 | |
| The Forum for Youth Investment | |||||||
| 7064 Eastern Ave NW | Washington | DC | 20012 | PC | To provide technical assistance to the cities participating in the Partnerships for Social and Emotional Learning Initiative during its fifth and sixth years, and provide initiative thought partnership to Wallace. | $440,000 | |
| The Greater Tacoma Community Foundation | |||||||
| 950 Pacific Ave Ste 1100 | Tacoma | WA | 98402 | PC | To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). | $800,816 | |
| The Institute for Excellence in Education | |||||||
| 711 W Pickard St Ste M | Mount Pleasant | MO | 48858 | PC | To encourage the development of effective principal pipelines in organizations that manage large numbers of charter schools. | $207,955 | |
| The Leadership Academy Inc | |||||||
| 10-27 46th Ave Ste 0101 | Long Island City | NY | 11101 | PC | A glide path grant to continue facilitating the ESSA Leadership Learning Community. | $919,439 | |
| The Leadership Academy Inc | |||||||
| 10-27 46th Ave Ste 0101 | Long Island City | NY | 11101 | PC | To provide technical assistance to districts involved in the principal pipeline spread work. | $500,000 | |
| The Leadership Academy Inc | |||||||
| 10-27 46th Ave Ste 0101 | Long Island City | NY | 11101 | PC | To support an invitees' conference and provide proposal development assistance for the Equity-Centered Pipeline Initiative. | $276,428 | |
| The Leadership Academy Inc | |||||||
| 10-27 46th Ave Ste 0101 | Long Island City | NY | 11101 | PC | To conduct an equity audit on grantees participating in the Equity-Centered Pipeline Initiative. | $433,000 | |
| The Leadership Academy Inc | |||||||
| 10-27 46th Ave Ste 0101 | Long Island City | NY | 11101 | PC | To provide districts in the Principal Pipeline Learning Community with free consultation on the use of American Rescue Plan funds to achieve their strategic objectives | $308,480 | |
| The Leadership Academy Inc | |||||||
| 10-27 46th Ave Ste 0101 | Long Island City | NY | 11101 | PC | A second glide path grant to enable The Leadership Academy to continue facilitating the ESSA Leadership Learning Community. | $109,567 | |
| The Rector and Visitors of the University of Virginia | |||||||
| PO Box 400224 | Charlottesville | VA | 22904 | PC | To support a study that will identify a set of exemplary school districts doing deep equity work in order to surface if and how this equity work translates to the districts' out-of-school time programs. | $127,812 | |
| The Regents of the University of California at Irvine | |||||||
| 141 Innovation Dr Ste 250 | Irvine | CA | 92697 | PC | To develop a new guiding framework-the connected arts learning model-that describes, analyzes, and offers a design for 21st century arts learning. | $99,000 | |
| The Regents of the University of California at Irvine | |||||||
| 141 Innovation Dr Ste 250 | Irvine | CA | 92697 | PC | To conduct a study documenting the long-term effects of participating in out-of-school arts education programs serving young people from marginalized communities. | $107,967 | |
| The Regents of The University of Colorado | |||||||
| 1800 Grant St Suite 600 | Denver | CO | 80203 | PC | To support the Research Use and Coordination Study Team's activities for the Equity-Centered Principal Pipeline Initiative | $91,789 | |
| The University of Texas at Austin | |||||||
| PO Box 7726 | Austin | TX | 78713 | GOV | To conduct an evaluation of the Building Audiences for Sustainability initiative. | $182,504 | |
| The University of Texas at Austin | |||||||
| PO Box 7726 | Austin | TX | 78713 | GOV | To conduct the Building Audiences for Sustainability outcomes study. | $177,008 | |
| The V Foundation | |||||||
| 14600 Weston Pkwy | Cary | NC | 27513 | PC | To support the Stuart Scott Memorial Cancer Research Fund in honor of Wallace's Investment Assistant Geri Francis upon her retirement. | $1,000 | |
| Theatre Communications Group Inc | |||||||
| 520 8th Ave 24th Fl | New York | NY | 10018 | PC | To support TCG as a communications partner. | $100,000 | |
| Tides Center | |||||||
| PO Box 29198 | San Francisco | CA | 94129 | PC | To support Emerging Practitioners in Philanthropy. | $17,500 | |
| Tulsa Community Foundation | |||||||
| 7030 S Yale Ave Ste 600 | Tulsa | OK | 74136 | PC | To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). | $176,067 | |
| Tulsa Public School District No 1 | |||||||
| 3027 S New Haven Ave | Tulsa | OK | 74114 | GOV | To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). | $138,567 | |
| University of North Carolina at Chapel Hill | |||||||
| 600 National Bank Plz | Chapel Hill | NC | 27599 | PC | To explore the complexity of equity-centered principal pipelines and research possibilities. | $96,967 | |
| University of Washington | |||||||
| 203C Miller Hall Box 353600 | Seattle | WA | 98195 | GOV | To update a tool for districts to develop effective school leadership so it reflects equity considerations. | $217,638 | |
| Vanderbilt University | |||||||
| 2301 Vanderbilt Pl | Nashville | TN | 37240 | PC | To create a knowledge synthesis on assistant principals. | $53,054 | |
| Vanderbilt University | |||||||
| 2301 Vanderbilt Pl | Nashville | TN | 37240 | PC | To create a knowledge synthesis on education leadership and student achievement. | $100,425 | |
| Vanderbilt University | |||||||
| 2301 Vanderbilt Pl | Nashville | TN | 37240 | PC | To support a study that will examine the extent to which school districts that participated in the Principal Pipeline Learning Community have made progress toward planning and designing aligned principal pipelines, and explore the conditions, contexts, and tools that help explain variation in take-up. | $242,096 | |
| WestEd | |||||||
| 730 Harrison St | San Francisco | CA | 94107 | PC | To conduct Professional Learning Communities in December 2021and June 2022 for participants in the University Principal Preparation Initiative in collaboration with University Council for Educational Administration. | $250,000 | |
| William Marsh Rice University | |||||||
| 6100 Main St | Houston | TX | 77005 | PC | To support the National Network of Education Research-Practice Partnerships. | $50,000 | |
| Winston Salem Forsyth County | |||||||
| PO Box 2513 | Winston Salem | NC | 27102 | GOV | To participate in the Equity-Centered Pipeline Initiative. | $1,790,000 | |
| Winston Salem Forsyth County | |||||||
| PO Box 2513 | Winston Salem | NC | 27102 | GOV | For communications technical assistance associated with the Equity-Centered Pipeline Initiative and/or the district's broader work in equity. | $100,000 | |
| Women's Funding Network | |||||||
| 548 Market St | San Francisco | CA | 94104 | PC | For general operating support. | $10,000 | |
| Wounded Warrior Project Inc | |||||||
| 4899 Belfort Rd Ste 300 | Jacksonville | FL | 32256 | PC | General operating support in honor of Wallace's Investment Assistant Geri Francis upon her retirement. | $3,000 | |
| Youth Radio | |||||||
| 1701 Broadway | Oakland | CA | 94614 | PC | To conduct a study, grounded in young people's specific capacities, interests and conditions during the COVID-19 pandemic, to document what matters most in the arts to youth at this time, and surface learning design strategies for leveraging the arts during social distancing. | $49,130 | |
| Alzheimer's Association | |||||||
| 225 N Michigan Ave | Chicago | IL | 60601 | Employee Matching Gift-General support | $200 | ||
| American Cancer Society | |||||||
| 250 Williams St | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $105 | |
| American Cancer Society | |||||||
| 250 Williams St | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $358 | |
| American Cancer Society | |||||||
| 250 Williams St | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $100 | |
| American Cancer Society | |||||||
| 250 Williams St | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $100 | |
| American Cancer Society | |||||||
| 250 Williams St | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $100 | |
| American Cancer Society | |||||||
| 250 Williams St | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $100 | |
| American Cancer Society | |||||||
| 250 Williams St | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $53 | |
| American Cancer Society | |||||||
| 250 Williams St | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $200 | |
| American Cancer Society | |||||||
| 250 Williams St | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $106 | |
| American Cancer Society | |||||||
| 250 Williams St | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $100 | |
| American Cancer Society | |||||||
| 250 Williams St | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $211 | |
| American Friends Service Committee | |||||||
| 1501 Cherry St | Philadelphia | PA | 19102 | PC | Employee Matching Gift-General support | $300 | |
| American Theatre Group Inc | |||||||
| 57 Farms Circle Rd | East Brunswick | NJ | 08816 | PC | Employee Matching Gift-General support | $250 | |
| Asian American Arts Alliance | |||||||
| 20 Jay St Suite 740 | Brooklyn | NY | 11201 | PC | Employee Matching Gift-General support | $300 | |
| Badass Animal Rescue Inc | |||||||
| 419 McDonald Ave | Brooklyn | NY | 11218 | PC | Employee Matching Gift-General support | $206 | |
| Barnard College | |||||||
| 3009 Broadway | New York | NY | 10027 | PC | Employee Matching Gift-General support | $300 | |
| Boomer Esiason Foundation | |||||||
| 200 B Armstrong Rd | Garden City Park | NY | 11040 | PC | Employee Matching Gift-General support | $209 | |
| Boomer Esiason Foundation | |||||||
| 200 B Armstrong Rd | Garden City Park | NY | 11040 | PC | Employee Matching Gift-General support | $53 | |
| Brooklyn Arts Exchange Inc | |||||||
| 421 5th Ave 3rd Flr | Brooklyn | NY | 11215 | PC | Employee Matching Gift-General support | $300 | |
| Brooklyn Community Bail Fund | |||||||
| 195 Montague St | Brooklyn | NY | 11201 | PC | Employee Matching Gift-General support | $518 | |
| Brooklyn Defender Services | |||||||
| 177 Livingston St | Brooklyn | NY | 11201 | PC | Employee Matching Gift-General support | $410 | |
| Brooklyn Museum | |||||||
| 200 Eastern Pkwy | Brooklyn | NY | 11238 | PC | Employee Matching Gift-General support | $15,000 | |
| Brooklyn New School | |||||||
| 610 Henry St | Brooklyn | NY | 11231 | PC | Employee Matching Gift-General support | $700 | |
| Brooklyn Public Library | |||||||
| 10 Grand Army Plz | Brooklyn | NY | 11238 | PC | Employee Matching Gift-General support | $412 | |
| Cambridge Friends School | |||||||
| 5 Cadbury Rd | Cambridge | MA | 02140 | PC | Employee Matching Gift-General support | $2,000 | |
| Cambridge Friends School | |||||||
| 5 Cadbury Rd | Cambridge | MA | 02140 | PC | Employee Matching Gift-General support | $2,000 | |
| Camp Onas | |||||||
| 609 Geigel Hill Rd | Ottsville | PA | 18942 | PC | Employee Matching Gift-General support | $200 | |
| Center For Transformative Action | |||||||
| 119 Anabel Taylor Hall | Ithaca | NY | 14853 | PC | Employee Matching Gift-General support | $150 | |
| Central Park Conservancy Inc | |||||||
| 14 E 60th St | New York | NY | 10022 | PC | Employee Matching Gift-General support | $200 | |
| Children's Hospital of Pittsburgh Foundation | |||||||
| 4401 Penn Ave | Pittsburgh | PA | 15224 | PC | Employee Matching Gift-General support | $200 | |
| Children's Hospital of Pittsburgh Foundation | |||||||
| 4401 Penn Ave | Pittsburgh | PA | 15224 | PC | Employee Matching Gift-General support | $200 | |
| City Harvest Inc | |||||||
| 6 E 32nd St Flr 5 | New York | NY | 10016 | PC | Employee Matching Gift-General support | $300 | |
| Citymeals-On-Wheels | |||||||
| 355 Lexington Ave | New York | NY | 10017 | PC | Employee Matching Gift-General support | $360 | |
| Citymeals-On-Wheels | |||||||
| 355 Lexington Ave | New York | NY | 10017 | PC | Employee Matching Gift for Covid Relief - General Support | $1,500 | |
| Clarion Concerts in Columbia County | |||||||
| PO Box 43 | Copake | NY | 12516 | PC | Employee Matching Gift-General support | $307 | |
| Cleveland Orchestra | |||||||
| 11001 Euclid Ave | Cleveland | OH | 44106 | PC | Employee Matching Gift-General support | $300 | |
| Columbia Greenhouse Nursery School | |||||||
| 404 W 116 St | New York | NY | 10026 | PC | Employee Matching Gift-General support | $150 | |
| Cornell University- Lab of Ornithology | |||||||
| 130 E Seneca St | Ithaca | NY | 14850 | PC | Employee Matching Gift-General support | $70 | |
| Deerfield Academy | |||||||
| PO Box 306 | Deerfield | MA | 01342 | PC | Employee Matching Gift-General support | $150 | |
| Eleanor Roosevelt HS PTA | |||||||
| 411 E 76th St | New York | NY | 10021 | PC | Employee Matching Gift-General support | $2,060 | |
| Feeding America | |||||||
| 161 N Clark St | Chicago | IL | 60601 | PC | Employee Matching Gift-General support | $200 | |
| Fordham University-WFUV | |||||||
| 441 E Fordham Rd | Bronx | NY | 10458 | PC | Employee Matching Gift-General support | $600 | |
| Georgetown University | |||||||
| 3700 O St NW | Washington | DC | 20057 | PC | Employee Matching Gift-General support | $2,000 | |
| Girl Scout Council of Greater New York Inc | |||||||
| 40 Wall St Ste 708 | New York | NY | 10005 | PC | Employee Matching Gift-General support | $200 | |
| Girl Scout Council of Greater New York Inc | |||||||
| 40 Wall St Ste 708 | New York | NY | 10005 | PC | Employee Matching Gift-General support | $8,000 | |
| Girls With Impact Inc | |||||||
| 15 E Putnam Ave 276 | Greenwich | CT | 06830 | PC | Employee Matching Gift-General support | $1,000 | |
| Gods Love We Deliver | |||||||
| 166 Ave of the Americas | New York | NY | 10013 | PC | Employee Matching Gift-General support | $210 | |
| Haitian Women for Haitian Refugees | |||||||
| 3116 Clarendon Rd | New York | NY | 11226 | PC | Employee Matching Gift-General support | $103 | |
| Hampshire College Trustees | |||||||
| 893 West St | Amherst | MA | 01002 | PC | Employee Matching Gift-General support | $500 | |
| Hispanics in Philanthropy | |||||||
| 414 13th St | Oakland | CA | 94612 | PC | Employee Matching Gift-General support | $287 | |
| Hispanics in Philanthropy | |||||||
| 414 13th St | Oakland | CA | 94612 | PC | Employee Matching Gift-General support | $288 | |
| Holy Apostles Soup Kitchen | |||||||
| 296 9th Ave | New York | NY | 10001 | PC | Employee Matching Gift-General support | $101 | |
| Hudson Guild | |||||||
| 441 W 26th St | New York | NY | 10001 | PC | Employee Matching Gift-General support | $3,000 | |
| In Our Backyards Inc | |||||||
| 540 President St 3rd Flr | Brooklyn | NY | 11215 | PC | Employee Matching Gift-General support | $820 | |
| Island Harvest LTD | |||||||
| 15 Grumman Rd W | Bethpage | NY | 11714 | PC | Employee Matching Gift-General support | $200 | |
| John Theissen Children's Foundation | |||||||
| 1881 Wantagh Ave | Wantagh | NY | 11793 | PC | Employee Matching Gift-General support | $200 | |
| Kyoung's Pacific Beat Inc | |||||||
| 645 E 26th St 4K | Brooklyn | NY | 11210 | PC | Employee Matching Gift-General support | $109 | |
| Latin American Youth Center | |||||||
| 1419 Columbia Rd NW | Washington | DC | 20009 | PC | Employee Matching Gift-General support | $400 | |
| Long Island University | |||||||
| 720 Northern Blvd | Brookville | NY | 11548 | PC | Employee Matching Gift-General support | $4,000 | |
| Lutheran Church of the Good Shepherd | |||||||
| 7420 4th Ave | Brooklyn | NY | 11209 | PC | Employee Matching Gift-General support | $600 | |
| Marymount School of New York | |||||||
| 1026 5th Ave | New York | NY | 10028 | PC | Employee Matching Gift-General support | $3,400 | |
| Masbia | |||||||
| 1276 47th St | Brooklyn | NY | 11219 | PC | Employee Matching Gift-General support | $144 | |
| Metropolitan YMCA of the Oranges | |||||||
| 139 E McClellan Ave | Livington | NJ | 07039 | PC | Employee Matching Gift-General support | $10,000 | |
| New Jersey City University | |||||||
| 2039 Kennedy Blvd | Jersey City | NJ | 07305 | PC | Employee Matching Gift-General support | $100 | |
| New Jersey Youth Development Foundation | |||||||
| 1 Golf Dr | Kenilworth | NJ | 07033 | PC | Employee Matching Gift-General support | $200 | |
| New Visions for Public Schools Inc | |||||||
| 205 E 42nd St | New York | NY | 10017 | PC | Employee Matching Gift-General support | $2,000 | |
| New York Choral Society | |||||||
| 119 W 57th St | New York | NY | 10019 | PC | Employee Matching Gift-General support | $1,000 | |
| New York New Jersey Trail Conference | |||||||
| 600 Ramapo Valley Rd | Mahwah | NJ | 07430 | PC | Employee Matching Gift-General support | $1,000 | |
| New York Public Radio | |||||||
| 160 Varick St 9th Fl | New York | NY | 10013 | PC | Employee Matching Gift-General support | $50 | |
| New York Public Radio | |||||||
| 160 Varick St 9th Fl | New York | NY | 10013 | PC | Employee Matching Gift-General support | $300 | |
| New York Public Radio | |||||||
| 160 Varick St 9th Fl | New York | NY | 10013 | PC | Employee Matching Gift-General support | $300 | |
| New York Writers Coalition Inc | |||||||
| 80 Hanson Place | Brooklyn | NY | 11217 | PC | Employee Matching Gift-General support | $1,000 | |
| New York Writers Coalition Inc | |||||||
| 80 Hanson Place | Brooklyn | NY | 11217 | PC | Employee Matching Gift-General support | $1,020 | |
| Packer Collegiate Institute | |||||||
| 170 Joralemon St | Brooklyn | NY | 11201 | PC | Employee Matching Gift-General support | $150 | |
| Partners in Health | |||||||
| 800 Boylston St | Boston | MA | 02199 | PC | Employee Matching Gift-General support | $105 | |
| President & Trustees of Colby College | |||||||
| 4120 Mayflower Hill | Waterville | ME | 04901 | PC | Employee Matching Gift-General support | $230 | |
| President and Fellows of Harvard College | |||||||
| 1033 Massachusetts Ave | Cambridge | MA | 02138 | PC | Employee Matching Gift-General support | $2,000 | |
| PTA New Jersey Congress of Parents 18571 Gregory School PTA | |||||||
| 301 Gregory Ave | West Orange | NJ | 07052 | Employee Matching Gift-General support | $204 | ||
| Riverside Park Conservancy | |||||||
| 475 Riverside Dr | New York | NY | 10115 | PC | Employee Matching Gift-General support | $60 | |
| Roxey Ballet Company Inc | |||||||
| 243 North Union St | Lambertville | NJ | 08530 | PC | Employee Matching Gift-General support | $1,000 | |
| Running Strong for American Indian Youth | |||||||
| 8301 Richmond Hwy | Alexandria | VA | 22309 | PC | Employee Matching Gift-General support | $200 | |
| Sacred Heart University | |||||||
| 5151 Park Ave | Fairfield | CT | 06825 | PC | Employee Matching Gift-General support | $300 | |
| Saint David's School | |||||||
| 12 E 89th St | New York | NY | 10128 | PC | Employee Matching Gift-General support | $3,400 | |
| Second Chance Rescue Inc | |||||||
| PO Box 570701 | Whitestone | NY | 11357 | PC | Employee Matching Gift-General support | $204 | |
| Self-Help for Women with Breast or Ovarian Cancer-SHARE | |||||||
| 165 W 46 St Suite 712 | New York | NY | 10036 | PC | Employee Matching Gift-General support | $51 | |
| Shriners Hospitals for Children | |||||||
| 2211 N Oak Park Ave | Chicago | IL | 60707 | PC | Employee Matching Gift-General support | $200 | |
| Soho Repertory Theatre Inc | |||||||
| 401 Broadway Suite 300 | New York | NY | 10013 | PC | Employee Matching Gift-General support | $600 | |
| Southern Queens Park Association Inc | |||||||
| 177-01 Baisley Blvd | Jamaica | NY | 11434 | PC | Covid Relief Grant - General Support | $400 | |
| St Jude Children's Research | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | PC | Employee Matching Gift-General support | $204 | |
| Stanford Junior University | |||||||
| 365 Lasuen St 3rd Flr | Stanford | CA | 94305 | PC | Employee Matching Gift-General support | $200 | |
| The Bronx Defenders | |||||||
| 360 E 161st St | Bronx | NY | 10451 | PC | Employee Matching Gift-General support | $420 | |
| The Churchill School and Center | |||||||
| 301 E 29th St | New York | NY | 10016 | PC | Employee Matching Gift-General support | $240 | |
| The Churchill School and Center | |||||||
| 301 E 29th St | New York | NY | 10016 | PC | Employee Matching Gift-General support | $240 | |
| The Cleveland Music School Settlement | |||||||
| 11125 Magnolia Dr | Cleveland | OH | 44106 | PC | Employee Matching Gift-General support | $400 | |
| The David Sheldrick Wildlife Trust USA Inc | |||||||
| 25283 Cabot Rd | Laguna Hills | CA | 92653 | PC | Employee Matching Gift-General support | $80 | |
| The Feminist Press | |||||||
| 365 5th Ave | New York | NY | 10016 | PC | Employee Matching Gift-General support | $309 | |
| The Film Collaborative Inc | |||||||
| 3405 Cazador St | Los Angeles | CA | 90065 | PC | Employee Matching Gift-General support | $100 | |
| The Museum of Public Relations | |||||||
| 85 Broad St | New York | NY | 10004 | PC | Employee Matching Gift-General support | $2,000 | |
| The Poetry Project Limited | |||||||
| 131 E 10th St | New York | NY | 10003 | PC | Employee Matching Gift-General support | $80 | |
| The Trustees of the Smith College | |||||||
| 23 Elm St | Northampton | MA | 01063 | PC | Employee Matching Gift-General support | $150 | |
| Trinity Episcopal School Corporation | |||||||
| 139 W 91st St | New York | NY | 10024 | PC | Employee Matching Gift-General support | $2,000 | |
| Understood for All Inc | |||||||
| 96 Morton St 5th Flr | New York | NY | 10014 | PC | Employee Matching Gift-General support | $212 | |
| University Community Social Services Inc | |||||||
| 137 E 2nd St | New York | NY | 10009 | PC | Employee Matching Gift-General support | $200 | |
| University of California Berkeley Foundation | |||||||
| 1995 University Ave | Berkeley | CA | 94704 | PC | Employee Matching Gift-General support | $300 | |
| West Side Center for Community Life Inc | |||||||
| 263 W 86th St | New York | NY | 10024 | PC | Employee Matching Gift-General support | $1,000 | |
| WNET | |||||||
| 825 8th Ave | New York | NY | 10019 | PC | Employee Matching Gift-General support | $300 | |
| World Vision Inc | |||||||
| PO Box 120 | Federal Way | WA | 98063 | PC | Employee Matching Gift-General support | $880 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,497,973 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (96 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| American Institutes for Research in the Behavioral Sciences | |||||||
| 1000 Thomas Jefferson St NW | Washington | DC | 20007 | PC | To support a study of how a range of districts from across the state of Texas incorporate evidence-based strategies in the design and implementation of summer learning programs. | $81,422 | |
| American Institutes for Research in the Behavioral Sciences | |||||||
| 1000 Thomas Jefferson St NW | Washington | DC | 20007 | PC | To support the Youth Fields Workforce Study, including a national survey and up to 10 case studies. | $96,165 | |
| Association for Supervision and Curriculum Development | |||||||
| 1703 N Beauregard St | Alexandria | VA | 22311 | PC | To support ASCD as a communications partner. | $75,000 | |
| Big Thought | |||||||
| 1409 Botham Jean Blvd Ste 1015 | Dallas | TX | 75215 | PC | To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). | $25,000 | |
| Board of Regents of the University of Wisconsin System | |||||||
| 702 W Johnson St Ste 1101 | Madison | WI | 53715 | PC | To conduct a project designed to answer research questions related to identifying key issues, opportunities, and questions currently facing the field of youth arts learning. | $16,120 | |
| Boston After School & Beyond Inc | |||||||
| 89 South St Ste 601 | Boston | MA | 02111 | PC | To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). | $850,000 | |
| Boys & Girls Clubs of America | |||||||
| 1275 Peachtree St NE | Atlanta | GA | 30309 | PC | To support Wave II of the Youth Arts Initiative, the goal of which is to help low-income, urban youth engage in high-quality arts education programs in pilot Boys & Girls Clubs sites. | $125,000 | |
| Child Trends Incorporated | |||||||
| 7315 Wisconsin Ave Ste 1200W | Bethesda | MD | 20814 | PC | To identify current approaches to documenting and measuring impacts in OST settings across three specific sectors. | $9,096 | |
| Children's Funding Project | |||||||
| 2101 L St NW Ste 800 | Washington | DC | 20037 | PC | To support the creation of regional hubs to help local communities conduct fiscal mapping to fund and sustain youth development priorities. | $800,000 | |
| City and County of Denver - Manager of Finance | |||||||
| 201 W Colfax Ave Dept 1101 | Denver | CO | 80202 | GOV | To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through). | $150,000 | |
| Communities Foundation of Texas Inc | |||||||
| 5500 Caruth Haven Ln | Dallas | TX | 75225 | PC | To enable CFT to support the Additional Days School Year Summer Learning Initiative that is a collaborative effort between Wallace and the Texas Impact Network and aligned with the efforts of the Texas Education Agency. | $257,692 | |
| Council of Chief State School Officers | |||||||
| 1 Massachusetts Ave NW Ste 800 | Washington | DC | 20001 | PC | To support an effort in collaboration with National Summer Learning Association to build state expertise in providing summer programs in 2021 and 2022 that help compensate for the disruption to education caused by the COVID-19 pandemic. | $362,757 | |
| Council of the Great City Schools | |||||||
| 1331 Pennsylvania Ave NW Ste 1100 N | Washington | DC | 20004 | PC | To provide districts in the Principal Pipeline Learning Community with free consultation on the use of American Rescue Plan funds to achieve their strategic objectives. | $206,283 | |
| Dallas Independent School District | |||||||
| 9400 N Central Expressway | Dallas | TX | 75231 | GOV | To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). | $50,000 | |
| Digital Promise Global | |||||||
| 1001 Connecticut Ave NW Ste935 | Washington | DC | 20036 | PC | To conduct a review of evidence and practice to produce a report providing research-based recommendations on how to build comprehensive, aligned equity-centered principal pipelines that extend to virtual, online contexts. | $82,327 | |
| Editorial Projects in Education Inc | |||||||
| 6395 Arlington Rd Ste100 | Bethesda | MD | 20814 | PC | To support Education Week with a media sponsorship. | $650,000 | |
| Education Development Center Inc | |||||||
| 300 Fifth Ave Ste 2010 | Waltham | MA | 02451 | PC | To conduct a study to describe whether and how publicly funded summer learning programs that serve K-8 youth in urban settings access and use professional learning and tools to improve and advance equitable outcomes for the students they serve. | $21,219 | |
| Education Writers Association | |||||||
| 1825 K St NW Ste 200 | Washington | DC | 20006 | PC | To support Education Writers Association with a media sponsorship. | $127,902 | |
| International Society of the Learning Sciences | |||||||
| 201 N Rose Ave | Bloomington | IN | 47405 | PC | To help ISLS expand and deepen its equity efforts, particularly support of emerging scholars who bring lived experiences of marginalization to their work. | $150,000 | |
| Learning Forward | |||||||
| 800 E Campbell Rd Ste 224 | Richardson | TX | 75081 | PC | To support the Equity-Centered Pipeline Initiative Learning Community. | $99,184 | |
| National Association of Elementary School Principals Foundation | |||||||
| 1615 Duke St | Alexandria | VA | 22314 | PC | To support NAESP as a communications partner. | $100,000 | |
| President and Fellows of Harvard College | |||||||
| Office of the President Massachuset | Cambridge | MA | 02138 | PC | To update and expand the elementary Social and Emotional Learning guide and create a new middle and high school Navigating SEL Program Guide. | $10,549 | ts Hall |
| Prime Time Palm Beach County Inc | |||||||
| 2300 High Ridge Rd Ste 330 | Boynton Beach | FL | 33426 | PC | To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). | $25,000 | |
| RAND Corporation | |||||||
| 1776 Main St | Santa Monica | CA | 90407 | PC | To conduct an evaluation of the Partnerships for Social and Emotional Learning Initiative. | $2,406,276 | |
| RAND Corporation | |||||||
| 1776 Main St | Santa Monica | CA | 90407 | PC | To conduct an evaluation of the University Principal Preparation Initiative | $145,000 | |
| Research for Action Inc | |||||||
| 100 S Broad St Ste 700 | Philadelphia | PA | 19110 | PC | To conduct an in-depth, longitudinal study of the Boys & Girls Clubs participating in Wave II of the Youth Arts Initiative. | $100,000 | |
| Research for Action Inc | |||||||
| 100 S Broad St Ste 700 | Philadelphia | PA | 19110 | PC | To support the Out-of-School Time Infrastructure Study, including case studies, policy analysis, and social network analysis. | $90,193 | |
| School Board of Palm Beach County | |||||||
| 3300 Forest Hill Blvd A-323 | West Palm Beach | FL | 33406 | GOV | To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). | $100,000 | |
| Society for Research in Child Development Inc | |||||||
| 1825 K St NW Ste 325 | Washington | DC | 20006 | PC | To help the organization expand and deepen its equity efforts, particularly support of emerging scholars who bring lived experiences of marginalization to their work. | $75,000 | |
| Society for Research on Educational Effectiveness | |||||||
| 1000 Thomas Jefferson St NW | Washington | DC | 20007 | PC | To help SREE expand and deepen its equity efforts, particularly support of emerging scholars who bring lived experiences of marginalization to their work. | $150,000 | |
| STEM Next Opportunity Fund | |||||||
| 2305 Historic Decatur Rd Ste 100 | San Diego | CA | 92106 | PC | To fund, in partnership with the Charles Stewart Mott Foundation, the STEM Next Opportunity Fund Fellowship Program with expertise in afterschool and summer learning. | $125,000 | |
| Texas Education Agency | |||||||
| 1701 N Congress Ave | Austin | TX | 78701 | GOV | To assist Texas school districts in the rapid adoption, reasonable adaptation and spread of research-based practices that promote summer learning through the Additional Days School Year initiative. | $315,443 | |
| The Greater Tacoma Community Foundation | |||||||
| 950 Pacific Ave Ste 1100 | Tacoma | WA | 98402 | PC | To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). | $150,000 | |
| The Institute for Excellence in Education | |||||||
| 711 W Pickard St Ste M | Mount Pleasant | MO | 48858 | PC | To encourage the development of effective principal pipelines in organizations that manage large numbers of charter schools. | $34,700 | |
| The Regents of the University of California at Irvine | |||||||
| 141 Innovation Dr Ste 250 | Irvine | CA | 92697 | PC | To conduct a study documenting the long-term effects of participating in out-of-school arts education programs serving young people from marginalized communities. | $34,743 | |
| The Regents of The University of Colorado | |||||||
| 1800 Grant St Suite 600 | Denver | CO | 80203 | PC | To support the Research Use and Coordination Study Team's activities for the Equity-Centered Principal Pipeline Initiative | $63,427 | |
| The University Council for Educational Administration Inc | |||||||
| 620 Farm Ln | East Lansing | MI | 48823 | PC | To support UCEA as a communications partner. | $125,000 | |
| The University of Texas at Austin | |||||||
| PO Box 7726 | Austin | TX | 78713 | GOV | To conduct an evaluation of the Building Audiences for Sustainability initiative. | $1,417,496 | |
| Tulsa Community Foundation | |||||||
| 7030 S Yale Ave Ste 600 | Tulsa | OK | 74136 | PC | To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). | $37,500 | |
| Tulsa Public School District No 1 | |||||||
| 3027 S New Haven Ave | Tulsa | OK | 74114 | GOV | To participate in the Partnerships for Social and Emotional Learning Initiative (Years 4 through 6). | $75,000 | |
| Vanderbilt University | |||||||
| 2301 Vanderbilt Pl | Nashville | TN | 37240 | PC | To support a study that will examine the extent to which school districts that participated in the Principal Pipeline Learning Community have made progress toward planning and designing aligned principal pipelines, and explore the conditions, contexts, and tools that help explain variation in take-up. | $44,363 | |
| Action Against Hunger | |||||||
| 1 Whitehall St | New York | NY | 10004 | PC | Employee Matching Gift-General support | $308 | |
| Alzheimer's Association | |||||||
| 225 N Michigan Ave | Chicago | IL | 60601 | PC | Employee Matching Gift-General support | $70 | |
| American Cancer Society | |||||||
| 250 Williams St | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $200 | |
| American Cancer Society | |||||||
| 250 Williams St | Atlanta | GA | 30303 | PC | Employee Matching Gift-General support | $70 | |
| Black and Missing Foundation Inc | |||||||
| 7400 Buchman St 2431 | Hyattsville | MD | 20784 | PC | Employee Matching Gift-General support | $50 | |
| Brooklyn Arts Exchange Inc | |||||||
| 421 5th Ave 3rd Flr | Brooklyn | NY | 11215 | PC | Employee Matching Gift-General support | $300 | |
| Brooklyn Community Bail FundEnvision Freedom Fund | |||||||
| 195 Montague St | Brooklyn | NY | 11201 | PC | Employee Matching Gift-General support | $415 | |
| Brooklyn Defender Services | |||||||
| 177 Livingston St | Brooklyn | NY | 11201 | PC | Employee Matching Gift-General support | $410 | |
| Brooklyn Museum | |||||||
| 200 Eastern Pkwy | Brooklyn | NY | 11238 | PC | Employee Matching Gift-General support | $15,000 | |
| Brooklyn Public Library | |||||||
| 10 Grand Army Plz | Brooklyn | NY | 11238 | PC | Employee Matching Gift-General support | $300 | |
| Children's Museum of the Arts | |||||||
| 103 Charlton St | New York | NY | 10014 | PC | Employee Matching Gift-General support | $300 | |
| CityMeals-On-Wheels | |||||||
| 355 Lexington Ave | New York | NY | 10017 | PC | Employee Matching Gift-General support | $528 | |
| CityMeals-On-Wheels | |||||||
| 355 Lexington Ave | New York | NY | 10017 | PC | Employee Matching Gift-General support | $50 | |
| CityMeals-On-Wheels | |||||||
| 355 Lexington Ave | New York | NY | 10017 | PC | Employee Matching Gift-General support | $208 | |
| Clarion Concerts in Columbia County | |||||||
| PO Box 43 | Copake | NY | 12516 | PC | Employee Matching Gift-General support | $4,000 | |
| Feeding America Kentucky's Heartland Inc | |||||||
| 313 Peterson Dr | Elizabethtown | KY | 42702 | PC | Employee Matching Gift-General support | $50 | |
| Fonkoza USA Inc | |||||||
| 1900 L St NW | Washington | DC | 20036 | PC | Employee Matching Gift-General support | $400 | |
| Frost Valley YMCA | |||||||
| 2000 Frost Valley Rd | CLARYVILLE | NY | 12725 | PC | Employee Matching Gift-General support | $208 | |
| Gods Love We Deliver | |||||||
| 166 Ave of the Americas | New York | NY | 10013 | PC | Employee Matching Gift-General support | $52 | |
| Growth Through Learning Inc | |||||||
| PO Box 390975 | Cambridge | MA | 02139 | PC | Employee Matching Gift-General support | $100 | |
| Hampshire College Trustees | |||||||
| 893 West St | Amherst | MA | 01002 | PC | Employee Matching Gift-General support | $400 | |
| Harlem Stage | |||||||
| 150 Convent Ave | New York | NY | 10031 | PC | Employee Matching Gift-General support | $670 | |
| Harvard University | |||||||
| Office of the President Massachuset | Cambridge | MA | 02138 | PC | Employee Matching Gift-General support | $2,000 | ts Hall |
| Heifer Project International Inc | |||||||
| 1 World Ave | Little Rock | AR | 72202 | PC | Employee Matching Gift-General support | $200 | |
| International Rescue Committee | |||||||
| 122 E 42nd St | New York | NY | 10168 | PC | Employee Matching Gift-General support | $300 | |
| JESPY House Inc | |||||||
| 102 Prospect St | South Orange | NJ | 07079 | PC | Employee Matching Gift-General support | $310 | |
| Korean-American Community Foundation Inc | |||||||
| 135 E 64 St | New York | NY | 10065 | PC | Employee Matching Gift-General support | $200 | |
| Lund Family Center Inc | |||||||
| PO Box 4009 | Burlington | VT | 05406 | PC | Employee Matching Gift-General support | $500 | |
| New Visions for Public Schools Inc | |||||||
| 205 E 42nd St | New York | NY | 10017 | PC | Employee Matching Gift-General support | $2,000 | |
| New York Choral Society | |||||||
| 119 W 57th St | New York | NY | 10019 | PC | Employee Matching Gift-General support | $1,000 | |
| New York New Jersey Trail Conference | |||||||
| 600 Ramapo Valley Rd | Mahwah | NJ | 07430 | PC | Employee Matching Gift-General support | $1,000 | |
| New York Writers Coalition Inc | |||||||
| 80 Hanson Place | Brooklyn | NY | 11217 | PC | Employee Matching Gift-General support | $1,000 | |
| Partners in Health | |||||||
| 800 Boylston St | Boston | MA | 02199 | PC | Employee Matching Gift-General support | $420 | |
| Prospect Park Alliance | |||||||
| 95 Prospect Park W | Brooklyn | NY | 11215 | PC | Employee Matching Gift-General support | $10,000 | |
| Prospect Park Alliance | |||||||
| 95 Prospect Park W | Brooklyn | NY | 11215 | PC | Employee Matching Gift-General support | $120 | |
| Richard Tucker Music Foundation | |||||||
| 1790 Broadway Suite 715 | New York | NY | 10019 | PC | Employee Matching Gift-General support | $200 | |
| Safe Horizon Inc | |||||||
| 2 Lafayette St 3rd Flr | New York | NY | 10007 | PC | Employee Matching Gift-General support | $307 | |
| Saint Ann's School | |||||||
| 129 Pierrepont St | Brooklyn | NY | 11201 | PC | Employee Matching Gift-General support | $400 | |
| Saint David's School | |||||||
| 12 E 89th St | New York | NY | 10128 | PC | Employee Matching Gift-General support | $3,400 | |
| Shriners Hospitals for Children | |||||||
| 2211 N Oak Park Ave | Chicago | IL | 60707 | PC | Employee Matching Gift-General support | $51 | |
| Signature Theatre Company Inc | |||||||
| 480 W 42nd St | New York | NY | 10036 | PC | Employee Matching Gift-General support | $140 | |
| SisterSong Inc | |||||||
| 1237 Ralph David Abernathy Blvd SW | Atlanta | GA | 30310 | PC | Employee Matching Gift-General support | $400 | |
| Starlight Children's Foundation | |||||||
| 400 Corporate Pointe Suite 590 | Culver City | CA | 90230 | PC | Employee Matching Gift-General support | $52 | |
| TASSC International | |||||||
| 4121 Harewood Rd NE | Washington | DC | 20017 | PC | Employee Matching Gift-General support | $300 | |
| The ALS Association Greater New York Chapter | |||||||
| 42 Broadway Suite 1724 | New York | NY | 10004 | PC | Employee Matching Gift-General support | $200 | |
| The Bronx Defenders | |||||||
| 360 E 161st St | Bronx | NY | 10451 | PC | Employee Matching Gift-General support | $315 | |
| The East End African American Museum and Center for Excellence | |||||||
| PO Box 2263 | Southampton | NY | 11969 | PC | Employee Matching Gift-General support | $5,000 | |
| The Laundromat Project | |||||||
| 1476 Fulton St | Brooklyn | NY | 11216 | PC | Employee Matching Gift-General support | $200 | |
| The Music Settlement | |||||||
| 11125 Magnolia Dr | Cleveland | OH | 44106 | PC | Employee Matching Gift-General support | $400 | |
| Understood for All Inc | |||||||
| 96 Morton St 5th Flr | New York | NY | 10014 | PC | Employee Matching Gift-General support | $212 | |
| University Community Social Services Inc | |||||||
| PO Box 20930 | New York | NY | 10009 | PC | Employee Matching Gift-General support | $500 | |
| University of Illinois Foundation Memorial Fund | |||||||
| 1305 W Green St | Urbana | IL | 61801 | PC | Employee Matching Gift-General support | $700 | |
| Wells Arts Exchange LTDCharles Weinstein | |||||||
| 155 Wythe Ave | Brooklyn | NY | 11249 | PC | Employee Matching Gift-General support | $2,000 | |
| World Vision Inc | |||||||
| PO Box 120 | Federal Way | WA | 98063 | PC | Employee Matching Gift-General support | $840 | |
| World Wildlife Fund Inc | |||||||
| 1250 24th St NW | Washington | DC | 20037 | PC | Employee Matching Gift-General support | $70 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $9,918,683 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $950,093 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,440,367 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $241,363 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $128,646,639 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Loss | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | -$538,637 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $547,320 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$297,274 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $138,584,419 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $138,287,145 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $170,350 | Amt |
| Net Investment Income | $85,175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $85,175 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|
| Leashold Improvements | $7,952,858 | $543,815 | $513,855 |
| Furniture | $1,000,993 | $72,294 | $66,733 |
| Computer Equipment | $290,251 | $99,762 | $95,316 |
| Office Equipment | $50,289 | $10,896 | $10,058 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Various | AssetDesc |
| Gross Sales Price | $128,888,002 | GrossSalesPriceAmt |
| Total Net | $128,888,002 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Corporate Bonds | ||
| PIMCO Income Inst | $46,491,619 | $46,491,619 |
| Morgan Stanley Global Opportunity Portfolio | $61,943,981 | $61,943,981 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Corporate Stock | ||
| Abb Ltd | $3,192,269 | $3,192,269 |
| Alibab Group Holding Ltd | $1,746,890 | $1,746,890 |
| Alimentation Couche-Tard Inc | $3,133,762 | $3,133,762 |
| Anhui Conch Cement Co, Ltd | $789,362 | $789,362 |
| Arch Capital Group Ltd | $3,551,333 | $3,551,333 |
| Associated British Foods PLC | $855,085 | $855,085 |
| The Berkeley Group Holdings PLC | $755,792 | $755,792 |
| CaixaBank, S.A. | $739,335 | $739,335 |
| CIE Financiere Richemont | $1,908,718 | $1,908,718 |
| CNH Industrial N.V. | $1,079,560 | $1,079,560 |
| Compass Group PLC | $3,635,788 | $3,635,788 |
| Credit Suisse Group AG | $1,184,923 | $1,184,923 |
| CRH PLC | $1,004,778 | $1,004,778 |
| Danone SA | $2,955,802 | $2,955,802 |
| Fresenius Medical Care AG | $1,778,232 | $1,778,232 |
| GSK PLC | $330,413 | $330,413 |
| Groupe Bruxelles Lambert SA | $2,259,006 | $2,259,006 |
| GRUMA,S.A.B. | $619,901 | $619,901 |
| HELLA GmbH & Co KGaA | $439,738 | $439,738 |
| Hengan International Group Co, Ltd | $914,103 | $914,103 |
| Holcim Ltd | $1,930,894 | $1,930,894 |
| HSBC Bank PLC | $809,891 | $809,891 |
| Imperial Oil Ltd | $1,158,206 | $1,158,206 |
| Inchcape PLC | $237,222 | $237,222 |
| ING Groep NV | $2,778,932 | $2,778,932 |
| Liberty Global PLC | $1,365,742 | $1,365,742 |
| Lloyds Banking Group PLC | $1,645,237 | $1,645,237 |
| Nokia Corp | $1,289,490 | $1,289,490 |
| Novartis AG | $3,266,708 | $3,266,708 |
| Relx PLC | $283,756 | $283,756 |
| Relx PLC | $2,823,291 | $2,823,291 |
| Ryanair Holdings PLC | $122,454 | $122,454 |
| Safran SA | $1,639,105 | $1,639,105 |
| Samsung Electronics Co Ltd | $5,308,131 | $5,308,131 |
| Seven & i Holdings Co Ltd | $948,370 | $948,370 |
| Sodexo | $409,800 | $409,800 |
| Sodexo SA | $1,227,908 | $1,227,908 |
| Suncor Energy Inc | $1,658,283 | $1,658,283 |
| Telefonica Brasil SA ADR | $994,811 | $994,811 |
| Tenaris SA | $1,148,984 | $1,148,984 |
| Trip.com Group Ltd | $1,084,160 | $1,084,160 |
| UBS Group AG | $2,422,840 | $2,422,840 |
| Universal Music Group | $643,202 | $643,202 |
| White Mountains Insurance Group | $236,239 | $236,239 |
| Willis Towers Watson PLC | $1,246,822 | $1,246,822 |
| Duck Creek Technologies Inc | $80,906 | $80,906 |
| JFROG Ltd | $61,538 | $61,538 |
| Receivable for Investments, Net | $13,400,883 | $13,400,883 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $9,716,085 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,716,085 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (107 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Other Investments | FMV | ||
| U.S. Partnership - 1 | FMV | $31,185,678 | $31,185,678 |
| U.S. Partnership - 2 | FMV | $3,888,269 | $3,888,269 |
| U.S. Partnership - 3 | FMV | $350,000 | $350,000 |
| U.S. Partnership - 4 | FMV | $1,010,830 | $1,010,830 |
| U.S. Partnership - 5 | FMV | $392,071 | $392,071 |
| U.S. Partnership - 6 | FMV | $1,075,219 | $1,075,219 |
| U.S. Partnership - 7 | FMV | $5,588,039 | $5,588,039 |
| U.S. Partnership - 8 | FMV | $15,558,942 | $15,558,942 |
| U.S. Partnership - 9 | FMV | $19,359,016 | $19,359,016 |
| U.S. Partnership - 10 | FMV | $50,455,684 | $50,455,684 |
| U.S. Partnership - 11 | FMV | $6,522,144 | $6,522,144 |
| U.S. Partnership - 12 | FMV | $13,684,551 | $13,684,551 |
| U.S. Partnership - 13 | FMV | $456,526 | $456,526 |
| U.S. Partnership - 14 | FMV | $3,569,681 | $3,569,681 |
| U.S. Partnership - 15 | FMV | $364,764 | $364,764 |
| U.S. Partnership - 16 | FMV | $422,541 | $422,541 |
| U.S. Partnership - 17 | FMV | $1,591,531 | $1,591,531 |
| U.S. Partnership - 18 | FMV | $1,672,683 | $1,672,683 |
| U.S. Partnership - 19 | FMV | $7,718,820 | $7,718,820 |
| U.S. Partnership - 20 | FMV | $2,710,299 | $2,710,299 |
| U.S. Partnership - 21 | FMV | $798,844 | $798,844 |
| U.S. Partnership - 22 | FMV | $1,317,768 | $1,317,768 |
| U.S. Partnership - 23 | FMV | $11,198,072 | $11,198,072 |
| U.S. Partnership - 24 | FMV | $30,328,298 | $30,328,298 |
| U.S. Partnership - 25 | FMV | $630,078 | $630,078 |
| U.S. Partnership - 26 | FMV | $1,755,728 | $1,755,728 |
| U.S. Partnership - 27 | FMV | $37,063,518 | $37,063,518 |
| U.S. Partnership - 28 | FMV | $2,632,602 | $2,632,602 |
| U.S. Partnership - 29 | FMV | $73,530,160 | $73,530,160 |
| U.S. Partnership - 30 | FMV | $7,879,379 | $7,879,379 |
| U.S. Partnership - 31 | FMV | $2,868,149 | $2,868,149 |
| U.S. Partnership - 32 | FMV | $27,635,098 | $27,635,098 |
| U.S. Partnership - 33 | FMV | $31,791,004 | $31,791,004 |
| U.S. Partnership - 34 | FMV | $7,248,134 | $7,248,134 |
| U.S. Partnership - 35 | FMV | $10,178,032 | $10,178,032 |
| U.S. Partnership - 36 | FMV | $11,880,102 | $11,880,102 |
| U.S. Partnership - 37 | FMV | $3,738,130 | $3,738,130 |
| U.S. Partnership - 38 | FMV | $26,561 | $26,561 |
| U.S. Partnership - 39 | FMV | $133,708 | $133,708 |
| U.S. Partnership - 40 | FMV | $21,193,016 | $21,193,016 |
| U.S. Partnership - 41 | FMV | $22,598,227 | $22,598,227 |
| U.S. Partnership - 42 | FMV | $3,373,721 | $3,373,721 |
| U.S. Partnership - 43 | FMV | $72,034,810 | $72,034,810 |
| U.S. Partnership - 44 | FMV | $5,179,324 | $5,179,324 |
| U.S. Partnership - 45 | FMV | $3,773,094 | $3,773,094 |
| U.S. Partnership - 46 | FMV | $11,077,912 | $11,077,912 |
| U.S. Partnership - 47 | FMV | $15,275,771 | $15,275,771 |
| U.S. Partnership - 48 | FMV | $729,562 | $729,562 |
| U.S. Partnership - 49 | FMV | $1,342,209 | $1,342,209 |
| U.S. Partnership - 50 | FMV | $1,819,501 | $1,819,501 |
| U.S. Partnership - 51 | FMV | $11,546,124 | $11,546,124 |
| U.S. Partnership - 52 | FMV | $170,053 | $170,053 |
| U.S. Partnership - 53 | FMV | $351,183 | $351,183 |
| U.S. Partnership - 54 | FMV | $2,407,591 | $2,407,591 |
| U.S. Partnership - 55 | FMV | $49,337,965 | $49,337,965 |
| U.S. Partnership - 56 | FMV | $680,398 | $680,398 |
| U.S. Partnership - 57 | FMV | $175,987,520 | $175,987,520 |
| U.S. Partnership - 58 | FMV | $46,459,706 | $46,459,706 |
| U.S. Partnership - 59 | FMV | $23,862 | $23,862 |
| U.S. Partnership - 60 | FMV | $923,657 | $923,657 |
| U.S. Partnership - 61 | FMV | $1,689,733 | $1,689,733 |
| U.S. Partnership - 62 | FMV | $1,003,684 | $1,003,684 |
| U.S. Partnership - 63 | FMV | $5,724,248 | $5,724,248 |
| U.S. Partnership - 64 | FMV | $25,954,823 | $25,954,823 |
| U.S. Partnership - 65 | FMV | $13,863,345 | $13,863,345 |
| U.S. Partnership - 66 | FMV | $21,225,222 | $21,225,222 |
| U.S. Partnership - 67 | FMV | $831,015 | $831,015 |
| U.S. Partnership - 68 | FMV | $5,596,549 | $5,596,549 |
| U.S. Partnership - 69 | FMV | $70,496,465 | $70,496,465 |
| Non-U.S. Partnership - 1 | FMV | $75,077,998 | $75,077,998 |
| Non-U.S. Partnership - 2 | FMV | $32,094,232 | $32,094,232 |
| Non-U.S. Partnership - 3 | FMV | $62,771,500 | $62,771,500 |
| Non-U.S. Partnership - 4 | FMV | $187,729 | $187,729 |
| Non-U.S. Partnership - 5 | FMV | $3,237,718 | $3,237,718 |
| Non-U.S. Partnership - 6 | FMV | $6,715,873 | $6,715,873 |
| Non-U.S. Partnership - 7 | FMV | $13,428,562 | $13,428,562 |
| Non-U.S. Partnership - 8 | FMV | $5,698,828 | $5,698,828 |
| Non-U.S. Partnership - 9 | FMV | $1,221,118 | $1,221,118 |
| Non-U.S. Partnership - 10 | FMV | $5,159,863 | $5,159,863 |
| Non-U.S. Partnership - 11 | FMV | $9,222,073 | $9,222,073 |
| Non-U.S. Partnership - 12 | FMV | $16,510,375 | $16,510,375 |
| Non-U.S. Partnership - 13 | FMV | $1,074,757 | $1,074,757 |
| Non-U.S. Partnership - 14 | FMV | $7,344,024 | $7,344,024 |
| Non-U.S. Partnership - 15 | FMV | $21,664,043 | $21,664,043 |
| Non-U.S. Partnership - 16 | FMV | $1,394,700 | $1,394,700 |
| Non-U.S. Partnership - 17 | FMV | $2,051,019 | $2,051,019 |
| Non-U.S. Partnership - 18 | FMV | $1,564,858 | $1,564,858 |
| Non-U.S. Partnership - 19 | FMV | $69,019,393 | $69,019,393 |
| Non-U.S. Partnership - 20 | FMV | $31,415,962 | $31,415,962 |
| Non-U.S. Partnership - 21 | FMV | $5,822,489 | $5,822,489 |
| Non-U.S. Partnership - 22 | FMV | $616,114 | $616,114 |
| Non-U.S. Partnership - 23 | FMV | $9,930,089 | $9,930,089 |
| Non-U.S. Partnership - 24 | FMV | $15,907,114 | $15,907,114 |
| Non-U.S. Partnership - 25 | FMV | $71,022,285 | $71,022,285 |
| Non-U.S. Partnership - 26 | FMV | $27,509,535 | $27,509,535 |
| Non-U.S. Partnership - 27 | FMV | $12,832,383 | $12,832,383 |
| Non-U.S. Partnership - 28 | FMV | $2,455,659 | $2,455,659 |
| Non-U.S. Partnership - 29 | FMV | $371,272 | $371,272 |
| Non-U.S. Partnership - 30 | FMV | $2,402,490 | $2,402,490 |
| Non-U.S. Partnership - 31 | FMV | $9,724 | $9,724 |
| Non-U.S. Partnership - 32 | FMV | $4,902,931 | $4,902,931 |
| Non-U.S. Partnership - 33 | FMV | $8,371,753 | $8,371,753 |
| Non-U.S. Partnership - 34 | FMV | $663,843 | $663,843 |
| Non-U.S. Partnership - 35 | FMV | $4,086,534 | $4,086,534 |
| Non-U.S. Partnership - 36 | FMV | $61,086,026 | $61,086,026 |
| Non-U.S. Partnership - 37 | FMV | $72,557,693 | $72,557,693 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and fixtures | $1,051,282 | $159,980 | $891,302 | $891,302 |
| Improvements | $7,952,858 | $1,057,670 | $6,895,188 | $6,895,188 |
| Miscellaneous | $394,864 | $195,079 | $199,785 | $199,785 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $199,143 | LegalFeesAmt |
| Net Investment Income | $26,175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $141,583 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Landlord reimbursement | $6,884 | $41,827 | $41,827 |
| Taxes receivable | $834,578 | $1,659,450 | $1,659,450 |
| Cobra receivable | $8,348 | $8,348 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Computer software, maintenance and parts | $353,780 | $34,670 | $326,196 |
| Dues | $103,771 | $3,706 | $99,834 |
| Insurance | $123,132 | $12,067 | $112,498 |
| NYS Filing fee | $1,500 | $1,500 | |
| Office management | $83,057 | $8,140 | $70,978 |
| Payroll services | $4,507 | $442 | $4,065 |
| Training courses | $200,183 | $16,161 | $160,581 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Other investment income | $8,685 | $10,136,129 |
| Federal excise and UBIT tax credits | $550,452 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain/Loss | Desc |
| Amt | $159,667,747 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Deferred Federal excise tax | $8,595,690 | $10,780,929 |
| Landlord Incentives | $1,361,280 | $1,338,320 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Consultants - non DCA | $1,655,450 | $164,132 | $1,464,904 |
| DCA - Knowledge Sharing & Dissemination | $1,275,124 | $1,247,300 | |
| DCA - Public Policy | $766,914 | $688,254 | |
| DCA - Research | $1,402,771 | $1,221,585 | |
| DCA - Technical Assistance to Grantees | $1,603,341 | $1,676,267 | |
| Investment fees | $1,283,915 | $4,689,206 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal UBIT & Excise Taxes | $4,252 | |
| Foreign taxes | $265,828 | $1,181,737 |