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WALLACE GLOBAL FUND II: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WALLACE GLOBAL FUND II (EIN 80-0424607)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-10
IRS object ID
202213149349103256
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-10T17:52:06-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN111986323PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARCUM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11445 RESEARCH BOULEVARD 300AddressLine1Txt
CityROCKVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP20850ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN800424607EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WALLACE GLOBAL FUND IIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWALLBusinessNameControlTxt
Phone2024521530PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12000 S STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20009ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELLEN DORSEYPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2024521530PhoneNum
Signature2022-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstELLENPersonFirstNm
Person LastDORSEYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK H SMITHPreparerPersonNm
PTINP00639053PTIN
Phone3019796000PhoneNum
Preparation2022-11-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$136,169,792FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$734,825DividendsRevAndExpnssAmt
Dividends Net Invst Incm$734,825DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$23,227,030NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$35,668,819GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$23,227,030CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$23,961,855TotalRevAndExpnssAmt
Total Net Invst Incm$23,961,855TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$402,975CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$40,298CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$362,677CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,212,055OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,040,478OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$437,573PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$3,371PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$409,374PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$30,377LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$5,370LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$194,445AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$24,866AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$142,105AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,965,379OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,717,877OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$249,239OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$305,050TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$18,507DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$78,892OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$82,205OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$68,578TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$81,871TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,385,747OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,244,078OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$174,528OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,099,578TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,030,490TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,547,847TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,836,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,550,640ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$21,935,778TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,030,490TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$23,098,487TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,026,077ExcessRevenueOverExpensesAmt
Net Investment Income$20,931,365NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$300CashBOYAmt
Cash EOY$300CashEOYAmt
Cash EOYFMV$300CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,374,271SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,209,303SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,209,303SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$61,405PrepaidExpensesBOYAmt
Prepaid Expenses EOY$63,465PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$63,465PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$67,396,488CorporateStockBOYAmt
Corporate Stock EOY$56,999,776CorporateStockEOYAmt
Corporate Stock EOYFMV$56,999,776CorporateStockEOYFMVAmt
Other Investments BOY$65,548,692OtherInvestmentsBOYAmt
Other Investments EOY$68,685,200OtherInvestmentsEOYAmt
Other Investments EOYFMV$68,685,200OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$665,860LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$546,509LandBldgEquipAccumDeprecAmt
Land BOY$91,882LandBOYAmt
Land EOY$119,351LandEOYAmt
Land EOYFMV$119,351LandEOYFMVAmt
Other Assets BOY$202,136OtherAssetsBOYAmt
Other Assets EOY$92,397OtherAssetsEOYAmt
Other Assets EOYFMV$92,397OtherAssetsEOYFMVAmt
Total Assets BOY$134,675,174TotalAssetsBOYAmt
Total Assets EOY$136,169,792TotalAssetsEOYAmt
Total Assets EOYFMV$136,169,792TotalAssetsEOYFMVAmt
Accounts Payable BOY$7,172,238AccountsPayableBOYAmt
Accounts Payable EOY$1,359,551AccountsPayableEOYAmt
Grants Payable BOY$771,500GrantsPayableBOYAmt
Grants Payable EOY$2,103,360GrantsPayableEOYAmt
Other Liabilities BOY$662,403OtherLiabilitiesBOYAmt
Other Liabilities EOY$802,886OtherLiabilitiesEOYAmt
Total Liabilities BOY$8,606,141TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,265,797TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$126,069,033NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$131,903,995NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$126,069,033TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$131,903,995TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$134,675,174TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$136,169,792TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$126,069,033TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,026,077ExcessRevenueOverExpensesAmt
Other Increases$3,808,885OtherIncreasesAmt
Subtotal$131,903,995SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$131,903,995TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
RBC INVESTMENTS2019-01-012021-12-31$34,118,466$12,441,789$21,676,677$21,676,677
ALTERNATIVE INVESTMENTS2019-01-012021-12-31$1,200,365$1,200,365$1,200,365P
CAPITAL GAINS DIVIDENDS$349,988$349,988$349,988P
FieldValueIRS element (for citing)
Capital Gain Net Income$23,227,030CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$290,946InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$290,946SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$290,946TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$168,281EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$152,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$320,281TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$29,335OverpaymentAmt
Applied To ES Tax$29,335AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.WGF.ORGWebsiteAddressTxt
Individual With BooksMARCUM LLPIndividualWithBooksNm
Phone3019796000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11899 L STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
H SCOTT WALLACE
2000 S STREET NWWASHINGTONDC20009CO-CHAIR1.00$0$0$0
SCOTT FITZMORRIS
2000 S STREET NWWASHINGTONDC20009CO-CHAIR1.00$0$0$0
CHRISTY WALLACE
2000 S STREET NWWASHINGTONDC20009TREASURER1.00$0$0$0
JOHANNA DOMINGUEZ
2000 S STREET NWWASHINGTONDC20009DIRECTOR1.00$0$0$0
ANNIE LEONARD
2000 S STREET NWWASHINGTONDC20009DIRECTOR1.00$0$0$0
EMIRA WOODS
2000 S STREET NWWASHINGTONDC20009DIRECTOR1.00$0$0$0
ELLEN DORSEY
2000 S STREET NWWASHINGTONDC20009EXEC.DIRECTOR/SECRETARY40.00$402,975$40,702$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
ALLISON BARLOW
2000 S STREET NWWASHINGTONDC20009PROGRAM DIRECTOR40.00$219,859$58,384$0
SUSAN GIBBS
2000 S STREET NWWASHINGTONDC20009PROGRAM DIRECTOR30.00$166,404$58,296$0
BETTINA KROLL-GUERCH
2000 S STREET NWWASHINGTONDC20009ADM. DIRECTOR40.00$158,024$56,799$0
HEATHER COLEMAN
2000 S STREET NWWASHINGTONDC20009PROGRAM DIRECTOR40.00$183,384$11,520$0
KINDRED MOTES
2000 S STREET NWWASHINGTONDC20009PROGRAM DIRECTOR40.00$86,101$6,683$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k2OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARCUM LLPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11899 L STREET NW 850AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Service TypeACCOUNTING/TAXServiceTypeTxt
Compensation$143,757CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$123,544,506AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,324,588AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$274,934FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$129,144,028TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$129,144,028AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,937,160CashDeemedCharitableAmt
Net Vl Noncharitable Assets$127,206,868NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,360,343MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,360,343MinimumInvestmentReturnAmt
Tax Based On Investment Income$290,946TaxBasedOnInvestmentIncomeAmt
Total Tax$290,946TotalTaxAmt
Distributable Before Adj$6,069,397DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,069,397DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,069,397DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$23,098,487ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$3,451CharitableAssetsAcquisPaidAmt
Qualifying Distributions$23,101,938QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,069,397DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$7,008,323ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,219,898ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$16,518,865ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$11,860,738ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$17,234,445ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$61,842,269TotalExcessDistributionCyovAmt
Qualifying Distributions$23,101,938QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,069,397AppliedToCurrentYearAmt
Remaining Distri From Corpus$17,032,541RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$78,874,810TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$7,008,323ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$71,866,487ExcessDistriCyovToNextYrAmt
Excess From Year4$9,219,898ExcessFromYear4Amt
Excess From Year3$16,518,865ExcessFromYear3Amt
Excess From Year2$11,860,738ExcessFromYear2Amt
Excess From Year1$17,234,445ExcessFromYear1Amt
Excess From Current Year$17,032,541ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (200 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientForeignAddress/AddressLine2TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmAddress Line2RecipientUSAddress/AddressLine2Txt
ACCOUNTABILITY COUNSEL
244 KEAMY STREET FLOOR 6SAN FRANCISCOCA94108PUBLIC CHARITYSUPPORT FOR ADVANCING WOMEN'S RIGHTS AND IMPACT FINANCE$50,000
ACTION CENTER ON RACE AND ECONOMY INSTITUITE
1901 WEST CARROLL AVENUECHICAGOIL60612PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS$50,000
ADVANCEMENT PROJECT
1220 L STREET NWWASHINGTONDC20005PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS$50,000
ADVOCATES FOR YOUTH
1325 G STREET NWWASHINGTONDC20005PUBLIC CHARITYSUPPORT TO ADVANCE WOMEN'S RIGHTS GLOBALLY$40,000
AFRICA WOMEN RIGHTS ADVOCATES
FOREIGN ENTITYSUPPORT FOR WORK TO END FEMALE GENITAL MUTILATION$75,000UNIT 0 12 HILLEGOMSTRAAT 10-1AMSTERDAMNL1058LS
AFRICANS RISING
FOREIGN ENTITYTO ADVANCE HUMAN RIGHTS PROTECTIONS IN AFRICA$100,000THE GAMBIA BUILDING MDI ROADGAKANIFING PO BOX 1576BANJUL
ALLIANCE FOR GLOBAL JUSTICE
225 E 26TH STREET SUITE 1TUCSONAZ85713FOREIGN ENTITYSUPPORT FOR WOMEN'S MARCH NETWORK$50,000
ALLIANCE FOR GLOBAL JUSTICE
225 E 26TH STREET SUITE 1TUCSONAZ85713PUBLIC CHARITYSUPPORT FOR YOUTH VS APOCALYPSE CLIMATE MOVEMENT BUILDING WORK$30,000
ALLIANCE FOR JUSTICE
11 DUPONT CIRCLE NWWASHINGTONDC20036PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS$60,000
ALLIANCE FOR YOUTH ORGANIZING
915 5TH STREET NWWASHINGTONDC20001PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS$60,000
AMALGAMATED CHARITABLE FOUNDATION
1825 K ST NWWASHINGTONDC20006PUBLIC CHARITYSUPPORT FOR NEW ECONOMY FUND$150,000
AMALGAMATED CHARITABLE FOUNDATION
1825 K ST NWWASHINGTONDC20006PUBLIC CHARITYSUPPORT OF FULL SPECTRUM FOUNDATION'S "FORCE THE ISSUE CAMPAIGN"$20,000
AMALGAMATED CHARITABLE FOUNDATION
1825 K ST NWWASHINGTONDC20006PUBLIC CHARITYGENERAL SUPPORT$100,000
AMALGAMATED CHARITABLE FOUNDATION
1825 K ST NWWASHINGTONDC20006PUBLIC CHARITYSUPPORT FOR ADASINA SOCIAL CAPITALS SOCIAL JUSTICE IMPACT DATABASE$50,000
AMAZONIAN INITIATIVE MOVEMENT
FOREIGN ENTITYSUPPORT FOR WORK TO END FEMALE GENITAL MUTILATION$15,00048 FALABA ROAD PORT LOKO TOWNPORT LOKOSLNORTH WEST REGION
AMERICAN ECONOMIC LIBERTIES PROJECT
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AMERICAN PROMISE EDUCATION FUND
33 BRADFORD STREETCONCORDMA01742PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS$100,000
AMERICAN SOLAR ENERGY SOCIETY
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AMERICAN SUSTAINABLE BUSINESS INSTITUTE
1140 3RD STREET NEWASHINGTONDC20001PUBLIC CHARITYSUPPORT FOR WORK ON GOVERNMENT AND CORPORATE ACCOUNTABILITY$100,000
ARAB COMMUNITY CENTER OF TORONTO
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AS YOU SOW
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AS YOU SOW
1611 TELEGRAPH AVENUEOAKLANDCA94612PUBLIC CHARITYSUPPORT FOR WORK ON CORPORATE ACCOUNTABILITY AND CORPORATE GOVERNANCE$100,000
BLUE PLANET PROJECT
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BOLD EDUCATION FUND
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BRAVE NEW FILMS
10510 CULVER BLVDCULVER CITYCA90232PUBLIC CHARITYSUPPORT TO PROMOTE INDEPENDENT VOICES IN THE MEDIA$40,000
BRENNAN CENTER FOR JUSTICE
120 BROADWAYNEW YORKNY10271PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS$100,000
BRIGHTER SOCIETY INITIATIVE
120 BROADWAYNEW YORKNY10271PUBLIC CHARITYSUPPORT TO WORK TO END FEMALE GENITAL MUTILATION$10,000
BUSINESS & HUMAN RIGHTS RESOURCE CENTREUS
110 WALL STREETTH FLOORNEW YORKNY10005PUBLIC CHARITYSUPPORT FOR WORK ON GOVERNMENT AND CORPORATE ACCOUNTABILITY$90,000
C40 CITIES CLIMATE LEADERSHIP GROUP
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CARBON TRACKER INITIATIVE LIMITED
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CENTER FOR COMMUNITY CHANGE
1536 U STREET NWWASHINGTONDC20009PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS$200,000
CENTER FOR COMMUNITY CHANGE
1536 U STREET NWWASHINGTONDC20009PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS$80,000
CENTER FOR DEATH PENALITY LITIGATION
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CENTER FOR ENVIRONMENTAL RIGHTS
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CENTER FOR HEALTH & GENDER EQUITY
1317 F STREET NWWASHINGTONDC20004PUBLIC CHARITYSUPPORT TO ADVANCE AND PROTECT GLOBAL REPRODUCTIVE HEALTH AND RIGHTS$40,000
CENTER FOR INT'L ENVIRONMENTAL LAW
1101 15TH STREET NWWASHINGTONDC20005PUBLIC CHARITYSUPPORT FOR LEGAL CLIMATE RESEARCH AND ADVOCACY$150,000
CENTER FOR MEDIA AND DEMOCRACY
520 UNIVERSITY AVENUEMADISONWI53703PUBLIC CHARITYSUPPORT TO PROMOTE INDEPENDENT VOICES IN THE MEDIA$75,000
CENTER FOR POPULAR DEMOCRACY
449 TROUTMAN STREET SUITE ABROOKLYNNY11237PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS$100,000
CITIZENS FOR RESPON AND ETHICS IN DC
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CIVIC NATION
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CLIMATE DEFENSE PROJECT
12 LAWRENCE DRIVENOAATOCA94945PUBLIC CHARITYSUPPORT FOR CLIMATE LEGAL WORK$50,000
CLIMATE JUSTICE ALLIANCE
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COMMON CAUSE EDUCATION FUND
805 15TH STREET NWWASHINGTONDC20005PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS$75,000
COMMONWEALTH FOUNDATION
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COMMUNITY FOUNDATION OF GREATER JOHNSTOWN
216 FRANKLIN STREET SUITE 400JOHNSTOWNPA15901PUBLIC CHARITYSUPPORT FOR REIMAGINE APPALACHIA$50,000
COMMUNITY VENTURES
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CONFLUENCE PHILANTHROPY
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CONGRESSIONAL PROGRESSIVE CAUCUS CENTER
80 F STREET NW 8TH FLOORWASHINGTONDC20001PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS$50,000
CONGRESSIONAL PROGRESSIVE CAUCUS CENTER
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CORPORATE ACCOUNTABILITY AND PUBLIC PARTICIPATION AFRICA
FOREIGN ENTITYSUPPORT FOR WORK ON GOVERNMENT AND CORPORATE ACCOUNTABILITY$60,000PLOT 397B GEORGE CRESCENT AGBALAJOBNIESTATELAGOS
CORPORATE ACCOUNTABILITY INTERNATIONAL
10 MILK STREET 610BOSTONMA02108PUBLIC CHARITYSUPPORT FOR WORK ON GOVERNMENT AND CORPORATE ACCOUNTABILITY$60,000
CRITERION INSTITUTE
81 CHURCH HILL ROADHADDAMCT06438PUBLIC CHARITYSUPPORT FOR ADVANCING WOMEN'S RIGHTS AND IMPACT FINANCE$25,000
CRITERION INSTITUTE
81 CHURCH HILL ROADHADDAMCT06438PUBLIC CHARITYSUPPORT FOR ADVANCING WOMEN'S RIGHTS AND IMPACT FINANCE$50,000
DEMOCRACY NOW PRODUCTIONS
207 W 25TH STREETNEW YORKNY10001PUBLIC CHARITYSUPPORT TO PROMOTE INDEPENDENT VOICES IN THE MEDIA$100,000
EARTHRIGHTS INTERNATIONAL
1612 K STREET NWWASHINGTONDC20006PUBLIC CHARITYSUPPORT FOR WORK TO ADVANCE HUMAN RIGHTS PROTECTIONS GLOBALLY$100,000
EMPOWERMENT WORKS INC
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EMPOWERMENT WORKS INC
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END FGM EUROPEAN NETWORK
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END FGM EUROPEAN NETWORK
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ENDANGERED SPECIES COALITION
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ENVIRONMENTAL JUSTICE FUND SOUTH AFRICA
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EQUALITY NOW
125 MAIDEN LANENEW YORKNY10038PUBLIC CHARITYSUPPORT FOR WORK TO END FEMALE GENITAL MUTILATION$50,000
EQUALITY NOW
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ESCR-NET
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ESSENTIAL INFORMATION
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FAITH IN PUBLIC LIFE
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FOOD AND WATER WATCH
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FOSSIL FREE CALIFORNIA
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FOSSIL FREE SOUTH AFRICA
FOREIGN ENTITYSUPPORT FOR CLIMATE MOVEMENT BUILDING WORK.$8,00037 STELLA ROADSFCAPE TOWN
FOUNDATION FOR NATIONAL PROGRESS
222 SUTTER STREET SUITE 600SAN FRANCISCOCA94108PUBLIC CHARITYSUPPORT TO PROMOTE INDEPENDENT VOICES IN THE MEDIA- MOTHER JONES$30,000
FOUNDATION FOR WOMEN'S HEALTH RESEARCH
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FRANKLIN AND ELEANOR ROOSEVELT INSTITUTE
570 LEXINGTON AVENUENEW YORKNY10022PUBLIC CHARITYSUPPORT FOR CLIMATE MOVEMENT BUILDING WORK$80,000
FREEDOM INC
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FRIEND OF ACTION GROUP ON ETC
441 AVON STREETOAKLANDCA94618PUBLIC CHARITYSUPPORT FOR WORK ON GOVERNMENT AND CORPORATE ACCOUNTABILITY$45,000
FRIENDS OF LAKE TURKANA
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FRIENDS OF THE EARTH EUROPE
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FRIENDS OF THE EARTH US
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FUND FOR CONSTITUTIONAL GOVERNMENT
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FUND FOR CONSTITUTIONAL GOVERNMENT
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GLOBAL CITIZEN
740 BROADWAY STE 400NEW YORKNY10003PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS$100,000
GLOBAL GREENGRANTS FUND
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GLOBAL INITIATIVE FOR ECO SOCIAL AND CULTURAL RIGHTS
5217 LONDON ROADDULUTHMN55804PUBLIC CHARITYSUPPORT FOR CLIMATE MOVEMENT BUILDING WORK$75,000
GREEN AMENDMENTS FOR THE GENERATIONS
925 CANAL STREET 7TH FLOOR SUITEBRISTOLPA19007PUBLIC CHARITYSUPPORT FOR CLIMATE ADVOCACY AND LEGAL ANALYSIS$40,0003701
GREENFAITH
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GREENPEACE FUND
702 H STREET NWWASHINGTONDC20001PUBLIC CHARITYSUPPORT FOR CLIMATE MOVEMENT BUILDING WORK$100,000
GROUNDSWELL FUND
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HEADCOUNT
104 W 29TH STREET 11TH FLOORNEW YORKNY10001PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS$30,000
HIP HOP CAUCUS EDUCATION FUND
1638 R STREET NWWASHINGTONDC20009PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS$85,000
HOPEWELL FUND
1201 CONNECTICUT AVENUE NWWASHINGTONDC20036PUBLIC CHARITYSUPPORT FOR ADVANCING AND PROTECTING WOMEN'S HUMAN RIGHTS -GALVANIZE USA$75,000
I REP FOUNDATION
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IFRAH FOUNDATION
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IMPACT ASSETS
7315 WISCONSIN AVENUEBETHESDAMD20814PUBLIC CHARITYSUPPORT FOR GENDER SMART'S GENDER & CLIMATE INVESTMENT WORKING GROUP$50,000
INDIGENOUS EDUCATIONAL NETW OF TURTLE ISLE
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INDIVISIBLE CIVICS INC
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INFLUENCE MAP
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INSTITUTE FOR LOCAL SELF-RELIANCE
2720 E 22ND STREETMINNEAPOLISMN55406PUBLIC CHARITYSUPPORT FOR WORK ON BUILDING COMMUNITY POWER$75,000
INSTITUTE FOR LOCAL SELF-RELIANCE
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INSTITUTE FOR POLICY STUDIES
1301 CONNECTICUT AVENUE NWWASHINGTONDC20036PUBLIC CHARITYGENERAL SUPPORT$180,000
INTERFAITH CTR ON CORP RESPONSIBILITY
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INTERNATIONAL RIGHTS ADVOCATES
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INTERNATIONAL TRADE UNION CONFEDERATION
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IPAS
300 MARKET STREETCHAPEL HILLNC27516PUBLIC CHARITYSUPPORT TO ADVANCE AND PROTECT GLOBAL REPRODUCTIVE HEALTH AND RIGHTS$40,000
JUST SHARE NPC
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KAKENYA CENTER FOR EXCELLENCE
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KENYA CLIMATE CHANGE WORKING GROUP ASSOC
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LAND IS LIFE
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MADRE INC
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MAJORITY ACTION
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MARCH ON FOUNDATION
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MARCH ON FOUNDATION
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MARCH ON FOUNDATION
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MARKET FORCES
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MEDIA MATTERS FOR AMERICA
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MN350
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MUSLIMS FOR PROGRESSIVE VALUES
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NEO PHILANTHROPY
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NEO PHILANTHROPY
45 W 36TH STREET 6TH FLOORNEW YORKNY10018PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS - STATE INFRASTRUCTURE FUND$200,000
NEO PHILANTHROPY
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NEO PHILANTHROPY
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NEW VENTURE FUND
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NEW VENTURE FUND
1201 CONNECTICUT AVENUE NWWASHINGTONDC20036PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS - TRUSTED ELECTIONS FUND$150,000
NEW VENTURE FUND
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NEW VENTURE FUND
1201 CONNECTICUT AVENUE NWWASHINGTONDC20036PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS. - DEMAND PROGRESS EDUCATION FUND$50,000
NEW VENTURE FUND
1201 CONNECTICUT AVENUE NWWASHINGTONDC20036PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS - AMERICANS FOR TAX FAIRNESS$75,000
NEW VENTURE FUND
1201 CONNECTICUT AVENUE NWWASHINGTONDC20036PUBLIC CHARITYSUPPORT FOR WORK TO ENGAGE UNDERREPRESENTED CONSTITUENCIES IN THE US-EVERGREEN COLLABORATIVE$80,000
NEW VENTURE FUND
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NEW VENTURE FUND
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OIL CHANGE INTERNATIONAL
714 G STREET SEWASHINGTONDC20003PUBLIC CHARITYSUPPORT FOR CLIMATE CAMPAIGNS AND CLIMATE ADVOCACY GLOBALLY$85,000
OPEN MARKETS INSTITUTE
1440 G STREET NWWASHINGTONDC20005PUBLIC CHARITYSUPPORT FOR CLIMATE AND ENERGY POLICY AND ADVOCACY$85,000
ORCHID PROJECT
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PANORAMA GLOBAL
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PANORAMA GLOBAL
2101 FOURTH AVENUE SUITE 2100SEATTLEWA98121PUBLIC CHARITYSUPPORT FOR WORK TO END FEMALE GENITAL MUTILATION$75,000
PASTORALIST CHILD FOUNDATION
51 CLARK STREETGLEN RIDGENJ07028PUBLIC CHARITYSUPPORT FOR WORK TO END FEMALE GENITAL MUTILATION$10,000
PENNSYLVANIA VOICE
123 SOUTH BROAD STREET STE 630PHILADELPHIAPA19109PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS$40,000
PEOPLE & PLANET
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PEOPLE FOR THE AMERICAN WAY FOUNDATION
1101 15TH STREET NWWASHINGTONDC200055002PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS$50,000
PEOPLE'S ACTION INSTITUTE
2125 W NORTH AVENUECHICAGOIL60647PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS$100,000
PLANNED PARENTHOOD KEYSTONE
610 LOUIS DRIVEWARMINSTERPA18974PUBLIC CHARITYSUPPORT FOR ADVANCING AND PROTECTING WOMEN'S HUMAN RIGHTS$25,000
PROJECT SOUTH
9 GAMMON AVENUEATLANTAGA30315PUBLIC CHARITYSUPPORT FOR CLIMATE MOVEMENT BUILDING WORK- GULF COAST CENTER FOR LAW AND POLICY$100,000
PROJECT SOUTH
9 GAMMON AVENUEATLANTAGA30315PUBLIC CHARITYSUPPORT FOR CLIMATE MOVEMENT BUILDING WORK- GULF COAST CENTER FOR LAW AND POLICY$100,000
PROTEUS FUND
15 RESEARCH DRIVEAMHERSTMA01002PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS - PIPER FUND$100,000
PUBLIC CITIZEN FOUNDATION
1600 20TH STREET NWWASHINGTONDC20009PUBLIC CHARITYSUPPORT FOR WORK ON GOVERNMENT AND CORPORATE ACCOUNTABILITY$200,000
RAINFOREST ACTION NETWORK
425 BUSH STREETSAN FRANCISCOCA94108PUBLIC CHARITYSUPPORT FOR CLIMATE AND ENERGY CAMPAIGNS$50,000
RED HORSE STRATEGIES
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REPAIRERS OF THE BREACH
PO BOX 1638GOLDSBORONC27533PUBLIC CHARITYSUPPORT FOR WORK TO ENGAGE UNDERREPRESENTED CONSTITUENCIES IN THE US- POOR PEOPLE'S CAMPAIGN$150,000
ROCKEFELLER FAMILY FUND
475 RIVERSIDE DRIVENEW YORKNY10115PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS DEMOCRACY POWER & INNOVATION FUND"$75,000
ROCKEFELLER PHILANTHROPY ADVISORS INC
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ROCKEFELLER PHILANTHROPY ADVISORS INC
6 WEST 48TH STREETNEW YORKNY10036PUBLIC CHARITYSUPPORT FOR THE GINIW COLLECTIVE$100,000
ROCKEFELLER PHILANTHROPY ADVISORS INC
6 WEST 48TH STREETNEW YORKNY10036PUBLIC CHARITYSUPPORT FOR CLIMATE RESEARCH AND COMMUNICATIONS-BAILOUT WATCH$85,000
SIERRA CLUB FOUNDATION
2101 WEBSTER STREET SUITE 1250OAKLANDCA94612PUBLIC CHARITYSUPPORT FOR LIVING ECONOMY PROGRAM$150,000
SOCIO-ECONOMIC RIGHTS INSTITUTE OF SOUTH AFRICA
FOREIGN ENTITYSUPPLEMENTAL GRANTS$45,0006TH FLOOR ASPERN HOUSE 54 DE KORTESFSTREETJOHANNESBURG
SOUTH DURBAN COMMUN ENVIRON ALLIANCE
FOREIGN ENTITYSUPPORT FOR WORK TO ADVANCE HUMAN AND SOCIO-ECONOMIC RIGHTS IN SOUTHERN AFRICA$35,00018 MAJOR CALVERT STREETAUSTERVILLESFDURBAN
SOUTH DURBAN COMMUNITY ENVIRONMENTAL ALLIANCE
FOREIGN ENTITYSUPPORT FOR WORK TO ADVANCE HUMAN AND SOCIO-ECONOMIC RIGHTS IN SOUTHERN AFRICA$15,00018 MAJOR CALVERT STREETAUSTERVILLESFDURBAN
SOUTHERN AFRICAN HUMAN RIGHTS DEFENDERS F
FOREIGN ENTITYSUPPORT FOR WORK TO ADVANCE HUMAN RIGHTS IN SOUTHERN AFRICA$65,000158 JAN SMUTS AVENUESFJOHANNESBURG
STANDEARTH
548 MARKET STREET SUITE 74196SAN FRANCISCOCA941045401PUBLIC CHARITYSUPPORT FOR CLIMATE FINANCE CAMPAIGNS AND MOVEMENT BUILDING WORK$100,000
STORYCENTER
1250 ADDISON STREETBERKELEYCA94702PUBLIC CHARITYSUPPORT FOR WORK TO END FEMALE GENITAL MUTILATION$15,000
SUSTAINABLE MARKETS FOUNDATION
45 W 36TH STREET 6TH FLOORNEW YORKNY10013PUBLIC CHARITYSUPPORT FOR CLIMATE MOVEMENT BUILDING WORK-BANKFWD$50,000
SUSTAINABLE MARKETS FOUNDATION
45 WEST 36TH STREETNEW YORKNY10018PUBLIC CHARITYSUPPORT FOR THE COMMUNITY POWER FUND$200,000
SUSTAINABLE MARKETS FOUNDATION
45 WEST 36TH STREETNEW YORKNY10018PUBLIC CHARITYSUPPORT FOR THE COMMUNITY POWER FUND$15,000
SUSTAINABLE MARKETS FOUNDATION
45 WEST 36TH STREETNEW YORKNY10018PUBLIC CHARITYGENERAL SUPPORT FOR FAMILIES FOR A FUTURE$170,000
SUSTAINABLE MARKETS FOUNDATION
45 WEST 36TH STREETNEW YORKNY10018PUBLIC CHARITYSUPPORT FOR CLIMATE MOVEMENT BUILDING WORK-STOP THE MONEY PIPELINE COALITION$200,000
SUSTAINABLE MARKETS FOUNDATION
45 WEST 36TH STREETNEW YORKNY10018PUBLIC CHARITYSUPPORT FOR CLIMATE RESEACH AND COMMUNICATIONS- ECO-ACCOUNTABILITY PROJECT$75,000
SYNERGOS INSTITUTE
3 EAST 54TH STREETNEW YORKNY10019PUBLIC CHARITYGENERAL SUPPORT$25,000
TESSERACT RESEARCH CENTER
1629 K ST NW 300WASHINGTONDC20006PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS- PATRIOTIC MILLIONAIRES RESEARCH CENTER$65,000
TESSERACT RESEARCH CENTER
C/O PATRIOTIC MILLIONAIRES RESEARCHWASHINGTONDC20006PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS- PATRIOTIC MILLIONAIRES RESEARCH CENTER$25,000PROJECT
THE AMERICAN INDEPENDENT FOUNDATION
800 MAINE AVENUE SW SUITE 500WASHINGTONDC20024PUBLIC CHARITYSUPPORT FOR THE AMERICAN INDEPENDENT$23,500
THE OTHER 98 LAB
5826 NE 27TH AVENUEPORTLANDOR97211PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS$50,000
THE PACHAMAMA ALLIANCE
PO BOX 29191SAN FRANCISCOCA24129PUBLIC CHARITYSUPPORT FOR THE AMAZON SACRED HEADWATERS INITIATIVE- YEAR 2$50,000
THE SEVENTH GEN FUND FOR INDIGENOUS PEOPLE
PO BOX 4569ARCATACA95518PUBLIC CHARITYSUPPORT FOR STANDING ROCK WIND FARM$25,000
THE TIDES CENTER
PO BOX 29198SAN FRANCISCOCA941290198PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS-VOICES FOR PROGRESS EDUCATION FUND-$60,000
THE TIDES CENTER
PO BOX 29198SAN FRANCISCOCA941290198PUBLIC CHARITYVOID CHECK (6.21.21)$60,000
THE TIDES CENTER
PO BOX 29198SAN FRANCISCOCA941290198PUBLIC CHARITYSUPPORT FOR WORK ON GOVERNMENT AND CORPORATE ACCOUNTABILITY - ICAR$150,000
THE WALLACE CENTERS OF IOWA
756 16TH STREETDES MOINESIA50314PUBLIC CHARITYGENERAL SUPPORT$60,000
THERE IS NO LIMIT FOUNDATION
601 W 26TH STREET SUITE 325-208NEW YORKNY10001PUBLIC CHARITYSUPPORT FOR WORK TO END FEMALE GENITAL MUTILATION$50,000
THOUSAND CURRENTS
1330 BROADWAY STREETOAKLANDCA94612PUBLIC CHARITYSUPPORT FOR ADVANCING WOMEN'S RIGHTS AND IMPACT FINANCE$60,000
TIDES CENTER2
1014 TORNEY AVENUESAN FRANCISCOCA94129PUBLIC CHARITYSUPPORT TO PROMOTE INDEPENDENT VOICES IN THE MEDIA- OPENMIC$50,000
TIDES FOUNDATION
1014 TORNEY AVENUESAN FRANCISCOCA94129PUBLIC CHARITYFINAL PAYMENT TO THE WALLACE ACTION FUND DONOR-ADVISED FUND$6,060,000
TIDES FOUNDATION
1014 TORNEY AVENUESAN FRANCISCOCA94129PUBLIC CHARITYSUPPORT FOR CLIMATE ANALYSIS AND COMMUNICATIONS- DATA FOR PROGRESS EDUCATION FUND$85,000
TIDES FOUNDATION
1014 TORNEY AVENUESAN FRANCISCOCA94129PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS- CENTER FOR WORKING FAMILIES$150,000
TRUSTAFRICA
FOREIGN ENTITYSUPPORT FOR WORK TO ADVANCE HUMAN AND SOCIO-ECONOMIC RIGHTS IN ZIMBABWE$150,000LOT 87 SACRE COEUR 3PYROTECHNIE X VDNSGBP 45 435DAKAR-FANN
TRUSTAFRICA
FOREIGN ENTITYSUPPORT FOR WORK TO ADVANCE HUMAN AND SOCIO-ECONOMIC RIGHTS IN ZIMBABWE - YEAR 2$75,000LOT 87 SACRE COEUR 3PYROTECHNIE X VDNSGBP 45 435DAKAR-FANN
TYPE MEDIA CENTER
116 EAST 16TH STREETNEW YORKNY10003PUBLIC CHARITYSUPPORT TO PROMOTE INDEPENDENT VOICES IN THE MEDIA$25,000
ULTRAVIOLET EDUCATION FUND
PO BOX 92592WASHINGTONDC20090PUBLIC CHARITYSUPPORT FOR ADVANCING AND PROTECTING WOMEN'S HUMAN RIGHTS$10,000
ULTRAVIOLET EDUCATION FUND
PO BOX 92592WASHINGTONDC20090PUBLIC CHARITYSUPPORT FOR ADVANCING AND PROTECTING WOMEN'S HUMAN RIGHTS$75,000
ULTRAVIOLET EDUCATION FUND
PO BOX 92592WASHINGTONDC20090PUBLIC CHARITYSUPPORT FOR ADVANCING AND PROTECTING WOMEN'S HUMAN RIGHTS$70,000
ULTRAVIOLET EDUCATION FUND
PO BOX 92592WASHINGTONDC20090PUBLIC CHARITYSUPPORT FOR ADVANCING AND PROTECTING WOMEN'S HUMAN RIGHTS$50,000
UNION OF CONCERNED SCIENTISTS
2 BRATTLE SQUARECAMBRIDGEMA021383780PUBLIC CHARITYSUPPORT FOR CLIMATE MOVEMENT BUILDING WORK$50,000
UNITARIAN UNIVERSALIST ASSOCIATION BEACON
24 FARNSWORTH STREETBOSTONMA02210PUBLIC CHARITYSUPPORT FOR DIRT ROAD REVIVAL$40,000
UNITED FOR RESPECT EDUCATION FUND
1 METROTECH CENTER NORTH 11TH FLOORNEW YORKNY11201PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS- ATHENA$100,000
US CLIMATE ACTION NETWORK
50 F STREET NWWASHINGTONDC20001PUBLIC CHARITYSUPPORT FOR CLIMATE MOVEMENT BUILDING WORK$130,000
VERIFIED VOTING FOUNDATION
1608 WALNUT STREETSAN FRANCISCOCA941460550PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS$50,000
VOICES FOR A SUSTAINABLE FUTURE
PO BOX 5780TAKOMA PARKMD20912PUBLIC CHARITYSUPPORT FOR CLIMATE MOVEMENT BUILDING WORK-LABOR NETWORK FOR SUSTAINABILITY$80,000
WINDWARD FUND
1201 CONNECTICUT AVENUE NWWASHINGTONDC20036PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS - HEARTLAND FUND$250,000
WINDWARD FUND
1201 CONNECTICUT AVENUE NWWASHINGTONDC20036PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS- HEARTLAND FUND$250,000
WINDWARD FUND
1201 CONNECTICUT AVENUE NWWASHINGTONDC20036PUBLIC CHARITYSUPPORT FOR CLIMATE COMMUNICATIONS- POTENTIAL ENERGY COALITION$100,000
WITS UNIVERSITY
FOREIGN ENTITYSUPPORT FOR THE RIGHT2PROTEST COALITION$55,0001ST FLOOR DJ DU PLESSIS BUILDINGBRAAMFONTEINSF02050JOHANNESBURG
WOMENS ENVIRONMENT AND DEVELOPMENT ORG
147 PRINCE STREETBROOKLYNNY11201PUBLIC CHARITYSUPPORT FOR WOMEN'S RIGHTS AND CLIMATE MOVEMENT BUILDING WORK$40,000
WOMEN'S LEGAL CENTRE TRUST
FOREIGN ENTITYSUPPORT TO ADVANCE HUMAN RIGHTS PROTECTIONS IN SOUTHERN AFRICA$75,0005 ST GEORGES MALL 2ND FLOORSFCAPE TOWN
YOUTH NETWORK FOR COMMUNITY & SUSTAINABLE
FOREIGN ENTITYSUPPORT FOR WORK TO END FEMALE GENITAL MUTILATION$50,000215 KONOKO CRESCENTABUJANIWUSE 2FEDERAL CAPITAL T
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,550,640TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (21 entries)

Address Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientForeignAddress/AddressLine2TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdForeign PostalRecipientForeignAddress/ForeignPostalCd
AFRICAN FOOD SOVEREIGHTY ALLIANCE
PO BOX 571KAMPALAUGFOREIGN ENTITYGENERAL SUPPORT$75,000
AFRICANS RISING
THE GAMBIA BUILDING MDI ROADGAFOREIGN ENTITYTO ADVANCE HUMAN RIGHTS PROTECTIONS IN AFRICA$150,000KANIFING PO BOX 1576BANJUL
AMAZONIAN INITIATIVE MOVEMENT
48 FALABA ROAD PORT LOKO TOWNPORT LOKOSLFOREIGN ENTITYSUPPORT FOR WORK TO END FEMALE GENITAL MUTILATION$15,000NORTH WEST REGION
ARROW
PUBLIC CHARITYSUPPORT FOR WORK TO END FEMALE GENITAL MUTILATION$50,0002929 FARM TO MARKET 2920SPRINGTX77388
COLOR OF CHANGE EDUCATION FUND
PUBLIC CHARITYSUPPORT FOR WORK TO ENGAGE UNDERREPRESENTED CONSTITUENCIES IN THE US$300,0001714 FRANKLIN STREETOAKLANDCA94612
EARTHLIFE AFRICA
5TH FLOOR 87 DE KORTE SREETSFFOREIGN ENTITYSUPPORT FOR A JUST TRANSITION TOWARDS A RENEWABLE ENERGY FUTURE$68,000JOHANNESBURG
EEECHO
PUBLIC CHARITYSUPPORT FOR CLIMATE MOVEMENT BUILDING WORK$7,000605 ROSEMARY DRIVEGULFPORTMS39507
FUTURE COALITION FISCAL SPONSOR MARCH ON FOUNDATION
PUBLIC CHARITYSUPPORT FOR CLIMATE MOVEMENT BUILDING WORK$10,000267 KENTLANDS BLVD SUITE 5164GAITHERSBURGMD20878
GLOBAL IMPACT INVESTING NETWORK
PUBLIC CHARITYSUPPORT FOR CLIMATE MOVEMENT BUILDING WORK$150,000ONE BATTERY PARK PLAZA SUITE 202NEW YORKNY10004
GRAIN
CALLE DE CASANOVA 118ESC DERECHASPFOREIGN ENTITYSUPPORT FOR THE STRUGGLE FOR FOOD SOVEREIGNTY$50,0001OBBARCELONA08036
GREEN ADVOCATES INTERNATIONAL
MCDONALDS STREETSLIPUBLIC CHARITYGENERAL SUPPORT$10,000MONROVIA
KENYA CLIMATE CHANGE WORKING GROUP ASSOC
BLOCK W NATIONAL WATER PLAZA DUNGAKEFOREIGN ENTITYSUPPORT FOR WORK ON ENERGY ACCESS TO LAST MILE COMMUNITIES-ACCESS COALITION$93,360RDNAIROBI
MEN END FGM
30 WESTLANDS ROADKEPUBLIC CHARITYSUPPORT FOR WORK TO END FGM$50,000NAIROBI
MOVEMENT FOR BLACK LIVES
PUBLIC CHARITYGENERAL SUPPORT$100,0001624 FRANKLIN ST 1022OAKLANDCA94612
MOVEMENT STRATEGY CENTER
PUBLIC CHARITYSUPPORT FOR CLIMATE MOVEMENT BUILDING WORK- CLIMATE JUSTICE ALLIANCE$20,000436 14TH ST 500OAKLANDCA94612
NATIONAL ACADEMY OF SCIENCES
PUBLIC CHARITYSUPPORT FOR CLIMATE MOVEMENT BUILDING WORK$250,0002101 CONSTITUTION AVE NWWASHINGTONDC20418
RECLAIM FINANCE
75 RUE MANINFRFOREIGN ENTITYSUPPORT FOR CLIMATE MOVEMENT BUILDING WORK.$75,000PARIS
ROCKEFELLER PHILANTHROPY ADVISORS INC
PUBLIC CHARITYSUPPORT TO IMPROVE ENERGY ACCESS IN THE DEVELOPING WORLD - SHINE$200,0006 WEST 48TH STREETNEW YORKNY10036
SAFE HANDS FOR GIRLS
PUBLIC CHARITYSUPPORT FOR WORK TO END FEMALE GENITAL MUTILATION$125,000225 PEACHTREE STREET NEATLANTAGA30331
UNIVERSITY OF OXFORD
C/O DANCCAP PROJECT TEAMOXFORDUKFOREIGN ENTITYSUPPORT FOR WORK ON GOVERNMENT AND CORPORATE ACCOUNTABILITY$80,000OXFORD
VOTO LATINO FOUNDATION
PUBLIC CHARITYSUPPORT TO PROTECT AND EXPAND DEMOCRATIC SYSTEMS$75,000P O BOX 35608WASHINGTONDC20033
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,953,360TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$734,825ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$23,227,030ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$23,961,855ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,961,855TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$194,445Amt
Net Investment Income$24,866NetInvestmentIncomeAmt
Disbursements Charitable Prps$142,105DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (27 entries)

Address Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtResults Of VerificationResultsOfVerificationTxtForeign PostalForeignAddress/ForeignPostalCdProvince Or StateForeignAddress/ProvinceOrStateNm
AMAZONIAN INITIATIVE MOVEMENT
48 FALABA ROAD PORT LOKO TOWNNORTHWEST REGIONPORT LOKOSL2021-01-01$15,000SUPPORT FOR "SCALING UP ON THE SOUTHERN REGION ON CHANGE OF MINDSET" ADD ON FUNDING$15,000N/ATO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE GRANT HAS BEEN UTILIZED FOR OTHER THAN THE PURPOSES FOR WHICH THE FOUNDATION APPROVED THE GRANT. REPORTS FROM GRANTEE: FINAL REPORT REC'D 6/4/22
CENTRE FOR ENVIRONMENTAL RIGHTS
2ND FLOOR SPRINGTIME STUDIOS 1SCOTT ROAD OBSERCAPE TOWNSF2021-01-01$30,000SUPPORT FOR ADVANCING ENVIRONMENTAL AND CLIMATE JUSTICE$30,000N/ATO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE GRANT HAS BEEN UTILIZED FOR OTHER THAN THE PURPOSES FOR WHICH THE FOUNDATION APPROVED THE GRANT. REPORTS FROM GRANTEE: FINAL REPORT REC'D 08/31/20227925
END FGM EUROPEAN NETWORK
RUE DEDIMBOURG 26BRUSSELSBE2021-01-01$50,000"SUPPORT FOR A CAMPAIGN TO SCALE UP EFFORTS TO END FGM GLOBALLY$50,000N/ATO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE GRANT HAS BEEN UTILIZED FOR OTHER THAN THE PURPOSES FOR WHICH THE FOUNDATION APPROVED THE GRANT. REPORTS FROM GRANTEE: FINAL REPORT REC'D 08/26/221050
FOSSIL FREE SOUTH AFRICA
8 GLADIOLUS AVENUECAPE TOWNSF2021-01-01$8,000SUPPORT FOR WORK ON FOSSIL FUEL DIVESTMENT WORK IN SOUTH AFRICA$8,000N/ATO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE GRANT HAS BEEN UTILIZED FOR OTHER THAN THE PURPOSES FOR WHICH THE FOUNDATION APPROVED THE GRANT. REPORTS FROM GRANTEE: FINAL REPORT DUE 01/21/228001
FRIENDS OF THE EARTH AUSTRALIA
PO BOX 222FITZROYAS2021-01-01$135,000PROGRAM SUPPORT FOR MARKET FORCES$135,000N/ATO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE GRANT HAS BEEN UTILIZED FOR OTHER THAN THE PURPOSES FOR WHICH THE FOUNDATION APPROVED THE GRANT.VICTORIA
GLOBAL MEDIA CAMPAIGN
12 THE DOVE CENTRE 109 BARTHOLOMEWRDLONDONUK2021-01-01$75,000SUPPORT FOR LAUNCHING OF THE AFTICA WOMEN RIGHTS ADVOCATES$75,000N/ATO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE GRANT HAS BEEN UTILIZED FOR OTHER THAN THE PURPOSES FOR WHICH THE FOUNDATION APPROVED THE GRANT. REPORTS FROM GRANTEE: PROGRESS REPORT REC'D 5/31/2020NW5 2BJ
I REP FOUNDATION
KAPENGURIAWEST POKOT COUNTYKE2021-01-01$30,000SUPPORT FOR WORK TO ERADICATE FGM/C YEAR 2$30,000N/ATO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE GRANT HAS BEEN UTILIZED FOR OTHER THAN THE PURPOSES FOR WHICH THE FOUNDATION APPROVED THE GRANT. REPORTS FROM GRANTEE: PROGRESS REPORT REC'D 7/31/202010/31/22
ORCHID PROJECT
THE FOUNDRY 17-19 OVAL WAYLONDONUK2021-01-01$40,000SUPPORT FOR STRATEGIC PLANNING$40,000N/ATO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE GRANT HAS BEEN UTILIZED FOR OTHER THAN THE PURPOSES FOR WHICH THE FOUNDATION APPROVED THE GRANT. REPORTS FROM GRANTEE: FINAL REPORT REC'D 5/31/2022SE11 5RR
PEOPLE & PLANET
16-17 TURL STREETOXFORDUK2021-01-01$30,000SUPPORT FOR FOSSIL FREE CAREERS PROGRAM$30,000N/ATO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE GRANT HAS BEEN UTILIZED FOR OTHER THAN THE PURPOSES FOR WHICH THE FOUNDATION APPROVED THE GRANT. REPORTS FROM GRANTEE: PROGRESS REPORT DUE 04/28/22OX1 3DH
SOUTH DURBIN COMMUNITY ENVIRONMENTAL ALLIANCE
18 MAJOR CALVERT STREET AUSTERVILLE4052 KWAZULUDURBANSF2021-01-01$50,000SUPPORT FOR UPHOLDING THE RIGHT OF THE PEOPLE TO SAFE FOOD$50,000N/ATO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE GRANT HAS BEEN UTILIZED FOR OTHER THAN THE PURPOSES FOR WHICH THE FOUNDATION APPROVED THE GRANT. REPORTS FROM GRANTEE: PROGRESS REPORT REC'D 3/31/2022
UNIVERSITY OF THE WITWATERSRAND
1ST FLOOR DJ DU PLESSIS BUILDINGWEST CAMPUS BRAJOHANNESBURGSF2021-01-01$55,000SUPPORT FOR THE RIGHT2PROTEST PROJECT$55,000N/ATO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE GRANT HAS BEEN UTILIZED FOR OTHER THAN THE PURPOSES FOR WHICH THE FOUNDATION APPROVED THE GRANT. REPORTS FROM GRANTEE: FINAL REPORT RECEIVED 10/18/20222050
WOMEN'S LEGAL CENTRE TRUST
5 ST GEORGES MALL SECOND FLOORCAPE TOWN CITY CENTRESF2021-01-01$75,000SUPPORT FOR PROVISION OF LEGAL SERVICES TO WOMEN TO ADVANCE EQUALITY$75,000N/ATO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE GRANT HAS BEEN UTILIZED FOR OTHER THAN THE PURPOSES FOR WHICH THE FOUNDATION APPROVED THE GRANT. REPORTS FROM GRANTEE: REPORT RECEIVED 03/31/20228001
JUST SHARE NPC
AINTREE BUSINESS PARK BLOCK C UNITFBCAPE TOWNSF2021-01-01$35,000SUPPORT FOR SHAREHOLDER ACTIVISM TO DRIVE URGENT CLIMATE ACTION IN SOUTH AFTICA$35,000N/ATO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE GRANT HAS BEEN UTILIZED FOR OTHER THAN THE PURPOSES FOR WHICH THE FOUNDATION APPROVED THE GRANT. REPORTS FROM GRANTEE: FINAL REPORT RECEIVED 08/28/20227708
EARTHLIFE AFRICA
5TH FL 87 DE KORTE STREET BRAAMFONTINJOHANNESBURGSF2021-01-01$60,000SUPPORT FOR "A JUST TRANSITION TOWARDS A ENEWABLE ENERGY FUTURE"$60,000N/ATO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE GRANT HAS BEEN UTILIZED FOR OTHER THAN THE PURPOSES FOR WHICH THE FOUNDATION APPROVED THE GRANT. REPORTS FROM GRANTEE: PROGRESS REPORT RECEIVED 05/30/20222107
SOUTHERN AFRICAN HUMAN RIGHTS DEFENDERS NETWORK
158 JAN SMUTS AVE ROSEBANKJOHANNESBURGSF2021-01-01$40,000SUPPORT FOR "PROTECTING AND BUILDING RESILIENCE OF HUMAN RIGHTS DEFENDERS IN SOUTH AFRICA"$40,000N/ATO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE GRANT HAS BEEN UTILIZED FOR OTHER THAN THE PURPOSES FOR WHICH THE FOUNDATION APPROVED THE GRANT. REPORTS FROM GRANTEE: INTERIM REPORT RECEIVED 04/07/20222196
ENVIRONMENTAL JUSTICE FUND OF SOUTH AFRICA
N/AJOHANNESBURGSF2021-01-01$50,000SUPPORT FOR STRENGTHENING THE ENVIRONMENTAL JUSTICE SECTOR IN SOUTH AFRICA$50,000N/ATO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE GRANT HAS BEEN UTILIZED FOR OTHER THAN THE PURPOSES FOR WHICH THE FOUNDATION APPROVED THE GRANT. REPORTS FROM GRANTEE: PROGRESS REPORT RECEIVED 08/31/2022 04/07/2022
INDIGENOUS PEOPLES MAJOR GROUP FOR SUSTAINABLE DEVELOPMENT
NO 1 ROMAN AYSON RDBAGUIO CITYRP2021-01-01$50,000SUPPORT FOR A CAMPAIGN TO PROMOTE A HUMAN RIGHTS-BASED APPROACH TO RENEWABLE ENERGY DEVELOPMENT TO ACHIEVE A JUST TRANSITION 2 YR$50,000N/ATO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE GRANT HAS BEEN UTILIZED FOR OTHER THAN THE PURPOSES FOR WHICH THE FOUNDATION APPROVED THE GRANT. REPORTS FROM GRANTEE: FINAL REPORT RECEIVED 12/31/222600
INTERNATIONAL TRADE UNION CONFEDERATION
BOULEBARD DU ROI ALBERT II 5 BTE 1BRUSSELSBE2021-01-01$125,000SUPPORT FOR THE JUST TRANSITION CENTRE-5 YEAR$125,000N/ATO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE GRANT HAS BEEN UTILIZED FOR OTHER THAN THE PURPOSES FOR WHICH THE FOUNDATION APPROVED THE GRANT. REPORTS FROM GRANTEE: FINAL REPORT RECEIVED 09/15/22
CORPORATE ACCOUNTABILITY AND PUBLIC PARTICIPATION AFRICA
PLOT 397B GEORGE CRESCENT AGBALAJOBESTATELAGOSNI2021-01-01$60,000SUPPORT FOR WORK ON THE HUMAN RIGHT TO WATER IN NIGERIA AND ACROSS AFRICA$60,000N/ATO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE GRANT HAS BEEN UTILIZED FOR OTHER THAN THE PURPOSES FOR WHICH THE FOUNDATION APPROVED THE GRANT. REPORTS FROM GRANTEE: FINAL REPORT RECEIVED 07/27/22100218
IFRAH FOUNDATION
3 MAIN STREETGLASLOUGHEI2021-01-01$55,000SUPPORT FOR DEAR DAUGHTER CAMPAIGN$55,000N/ATO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE GRANT HAS BEEN UTILIZED FOR OTHER THAN THE PURPOSES FOR WHICH THE FOUNDATION APPROVED THE GRANT. REPORTS FROM GRANTEE: PROGRESS REPORT RECEIVED 04/14/22MONAGHAN
YOUTH ANTI-FGM NETWORK NIGERIA
51 KONOKO CRESCENT DISCOVERY MALLWUSE ABUJANI2021-01-01$50,000SUPPORT FOR THE REIGNITE PROGRAM$50,000N/ATO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE GRANT HAS BEEN UTILIZED FOR OTHER THAN THE PURPOSES FOR WHICH THE FOUNDATION APPROVED THE GRANT. REPORTS FROM GRANTEE: PROGRESS REPORT RECEIVED 08/2/22
MEN END FGM
BOX 14682NAIROBIKE2021-01-01$50,000SUPPORT FOR FGM ABANDOMENT INITIATIVES YEAR 1$50,000N/ATO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE GRANT HAS BEEN UTILIZED FOR OTHER THAN THE PURPOSES FOR WHICH THE FOUNDATION APPROVED THE GRANT. REPORTS FROM GRANTEE: PROGRESS REPORT RECEIVED 06/10/22800
FRIENDS OF LAKE TURKAMA FOLT RESOURCE CENTER
OFF KALOKOL-LODWAR ROADLODWARKE2021-01-01$15,000SUPPORT FOR DEMANDING A JUST AND FIAR ENERGY TRANSITION$15,000N/ATO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE GRANT HAS BEEN UTILIZED FOR OTHER THAN THE PURPOSES FOR WHICH THE FOUNDATION APPROVED THE GRANT. REPORTS FROM GRANTEE: FINAL REPORT RECEIVED 07/31/2230500
KENYA CLIMATE CHANGE WORKING GROUP
BLOCK W NATIONAL WATER PLAZA DUNGAROADNAIROBIKE2021-01-01$100,000SUPPORT FOR ACCESS PROJECT: STRENGTHENING THE EFFORTS OF CIVIL SOCIAL ORGANIZATIN IN SUB SAHARAN AFRICA TO ACCELAERATE ACHIEVEMENT OF UNIVERSAL ACCESS TO ENERGY YEAR 1$100,000N/ATO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE GRANT HAS BEEN UTILIZED FOR OTHER THAN THE PURPOSES FOR WHICH THE FOUNDATION APPROVED THE GRANT. REPORTS FROM GRANTEE: FINAL REPORT RECEIVED 11/30/22
AFRICAN FOOD SOVEREIGNTY ALLIANCE
PO BOX 571KAMPALAUG2021-01-01$75,000SUPPORTING THE STRATEGY FOR TRANSITION TO AGROECOLOGY$75,000N/ATO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE GRANT HAS BEEN UTILIZED FOR OTHER THAN THE PURPOSES FOR WHICH THE FOUNDATION APPROVED THE GRANT. REPORTS FROM GRANTEE: PROGRESS REPORT RECEIVED 07/31/22
FOUNDATION FOR WOMEN'S HEALTH RESEARCH AND DEVELOPMENT
SUITE 21 CHANDELIER BUILDING 8SCRUBS LANELONDONUK2021-01-01$40,000ACCELERATING ACTIVISM TO END FGM IN SIERRA LEONE$40,000N/AFINAL REPORT RECEIVED 08/31/22UNITED KINGDOM
ARAB COMMUNITY CENTER OF TORONTO
555 BURNHAMTHORPE ROAD SUITE 209ETOBICOKECA2021-01-01$50,000SUPPORT FOR THE END FGM CANADA NETWORK$50,000N/ATO THE KNOTO THE KNOWLEDGE OF THE FOUNDATION, NO PORTION OF THE GRANT HAS BEEN UTILIZED FOR OTHER THAN THE PURPOSES FOR WHICH THE FOUNDATION APPROVED THE GRANT. REPORTS FROM GRANTEE: PROGRESS REPORT RECEIVED 08/15/22M9C 2Y3ONTARIO

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationDISTRICT OF COLUMBIA NO LONGER REQUIRES A COPY OF THE FEDERAL FORM 990-PF.ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
RBC NEW ALTERNATIVE FUND INC.$5,061,389$5,061,389
RBC SECURITIES- CARDINAL SMALL VALUE$3,867,280$3,867,280
RBC SECURITIES- JAG ACCOUNT$9,714,755$9,714,755
RBC SECURITIES- PROFIT LARGE GROWTH$3,963,293$3,963,293
RBC SECURITIES- WALDEN SMALL CAP$4,696,696$4,696,696
RBC SECURITIES- GRANITE ACCOUNT$9,805,586$9,805,586
RBC SECURITIES- CALVERT ACCOUNT$523,000$523,000
RBC SECURITIES- COMMUNITY CAPITAL ACCOUNT$243,568$243,568
RBC SECURITIES- APERIO VALUE ACCOUNT$1,140,793$1,140,793
RBC SECURITIES- APEX ACCOUNT$4,129,593$4,129,593
RBC SECURITIES- NEW PAX$4,911,468$4,911,468
RBC SECURITIES- BROWN ADVISORY ACCOUNT$8,941,821$8,941,821
DREYFUS/MELLON$534$534

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (15 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CLEAN TECH FUND IV, LPFMV$1,449,990$1,449,990
DIRECT FUND IV, LPFMV$14,750$14,750
GENERATION IM CLIMATE SOLUTIONSFMV$12,492,755$12,492,755
GENERATION IM GLOBAL EQUITY AND ASIA FUND, LPFMV$31,083,585$31,083,585
SJF VENTURESFMV$1,102,767$1,102,767
BIOSCEPTIVEFMV$216,250$216,250
ADOBE CAPITALFMV$131,561$131,561
BOSTON COMMONFMV$6,209,783$6,209,783
AFRICA RENEWABLEFMV$1,195,191$1,195,191
DBL PARNTERSFMV$10,633,582$10,633,582
ACCION FRONTIER INCLUSION FUNDFMV$2,986,479$2,986,479
SIMA SOLARFMV$464,493$464,493
BUEN VIVIRFMV$46,000$46,000
GENERATIONFMV$340,000$340,000
CAPITALFMV$318,014$318,014

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$30,377LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,370DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INTEREST RECEIVABLE$188,916$79,177$79,177
DEPOSIT$13,220$13,220$13,220

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK AND SERVICE FEES$2,692$2,692$0
OFFICE EXPENSES$46,244$0$71,259
INSURANCE$20,214$0$21,838
AFFINITY GROUPS$75,211$0$81,431
INVESTMENT LOSSES$1,241,386$1,241,386$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$3,808,885Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED RENT LIABILITY$13,784$10,608
DEFERRED TAX LIABILTIY$648,619$648,619
ACCRUED EXCISE TAX$0$143,659

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMPUTER CONSULTANTS$75,912$0$74,367
INVESTMENT CONSULTANTS$8,494$8,494$0
INVESTMENT MANAGEMENT FEES$1,709,383$1,709,383$0
OTHER CONSULTANTS$162,690$0$165,972
PROGRAM CONSULTANTS$8,900$0$8,900

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAXES$209,368$0$0
FOREIGN TAXES$95,682$0$0