JOHN A HARTFORD FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOHN A HARTFORD FOUNDATION (EIN 13-1667057)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-08
- IRS object ID
- 202223129349101012
- 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
- 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 | 2022-11-08T08:50:24-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132060851 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Owen J Flanagan & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 East 42nd Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | 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 | 131667057 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN A HARTFORD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2128327788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 59TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EVA CHENG | PersonNm |
| Person Title | CFO & TREASURER | PersonTitleTxt |
| Phone | 2128327788 | PhoneNum |
| Signature | 2022-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EVA | PersonFirstNm |
| Person Last | CHENG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Sunkel | PreparerPersonNm |
| PTIN | P00706145 | PTIN |
| Phone | 2126822783 | PhoneNum |
| Preparation | 2022-11-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $722,012,839 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,895 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,895 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,898,693 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,894,063 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,249,009 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $140,664,881 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,249,009 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,511 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $47,164,108 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,148,967 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,411,174 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $118,232 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,292,942 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,648,225 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $44,920 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,603,305 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,195,341 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $66,214 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,117,463 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,984 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,984 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $38,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,607,812 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,394,051 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $218,540 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $618,530 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $45,615 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $215,419 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $9,694 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $205,144 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $73,222 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,855 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $108,620 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $13,270 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $13,270 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,440,568 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,746 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,408,039 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,310,160 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,670,712 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,989,307 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,150,802 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,658,633 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,460,962 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,670,712 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,647,940 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,703,146 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,478,255 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,578,813 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,615,937 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,615,937 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $70,576 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $104,895 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $104,895 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $9,860,866 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $20,111,432 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $20,111,432 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $213,904,971 | CorporateStockBOYAmt |
| Corporate Stock EOY | $204,593,580 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $204,593,580 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $94,416,035 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $99,741,375 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $99,741,375 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $312,030,717 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $375,526,761 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $375,526,761 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,344,327 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,114,511 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $227,181 | LandBOYAmt |
| Land EOY | $229,816 | LandEOYAmt |
| Land EOYFMV | $229,816 | LandEOYFMVAmt |
| Other Assets BOY | $30,899 | OtherAssetsBOYAmt |
| Other Assets EOY | $89,043 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $89,043 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $644,120,058 | TotalAssetsBOYAmt |
| Total Assets EOY | $722,012,839 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $722,012,839 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $735,569 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $852,554 | AccountsPayableEOYAmt |
| Grants Payable BOY | $23,378,188 | GrantsPayableBOYAmt |
| Grants Payable EOY | $18,870,357 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $2,740,536 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,542,217 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $26,854,293 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,265,128 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $617,265,765 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $698,747,711 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $617,265,765 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $698,747,711 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $644,120,058 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $722,012,839 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $617,265,765 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,703,146 | ExcessRevenueOverExpensesAmt |
| Other Increases | $60,778,800 | OtherIncreasesAmt |
| Subtotal | $698,747,711 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $698,747,711 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| STOCK & COMMINGLED FUNDS | P | $83,591,691 | $44,187,339 | $39,404,352 | $39,404,352 |
| FIXED INCOME FUNDS | P | $54,127,602 | $54,494,964 | -$367,362 | -$367,362 |
| PRIVATE EQUITY AND CREDIT FUNDS | P | $2,941,221 | $2,941,221 | $2,941,221 | |
| PRIVATE REAL ESTATE FUNDS | P | $733,569 | -$733,569 | -$733,569 | |
| OTHER CLASS ACTION | P | $4,367 | $4,367 | $4,367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,249,009 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $618,248 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $618,248 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $618,248 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $679,676 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $779,676 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $161,428 | OverpaymentAmt |
| Applied To ES Tax | $161,428 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JOHNAHARTFORD.ORG | WebsiteAddressTxt |
| Individual With Books | EVA CHENG | IndividualWithBooksNm |
| Phone | 2128327788 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 59TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN H ALLEN | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.50 | $15,500 | $0 | $0 |
| HUA EVA CHENG | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | VICE PRES, FINANCE & CFO | 40.00 | $248,200 | $86,899 | $0 |
| TERESA T FULMER | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | PRESIDENT | 40.00 | $615,674 | $89,427 | $0 |
| JENNIFER PHILLIPS | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | CORPORATE SECRETARY & EXEC | 40.00 | $108,000 | $46,440 | $0 |
| MARGARET L WOLFF | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | CHAIR | 2.90 | $16,000 | $0 | $0 |
| NIRAV R SHAH | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.40 | $14,000 | $0 | $0 |
| LIAM DONOHUE | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.40 | $14,000 | $0 | $0 |
| AUDREY A MCNIFF | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.20 | $14,000 | $0 | $0 |
| JOHN R MACH JR MD | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | CO VICE-CHAIR | 1.70 | $16,000 | $0 | $0 |
| ELIZABETH A PALMER | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.50 | $16,000 | $0 | $0 |
| EARL A SAMSON III | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | CO VICE-CHAIR | 1.70 | $16,000 | $0 | $0 |
| CHARLES M FARKAS | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.10 | $13,500 | $0 | $0 |
| RANI E SNYDER | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | VICE PRESIDENT, PROGRAM | 40.00 | $276,300 | $90,605 | $0 |
| DAVID DI MARTINO | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.20 | $14,000 | $0 | $0 |
| TRIPLER PELL | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.20 | $14,000 | $0 | $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 |
|---|---|---|---|---|---|---|---|---|
| MARCUS ESCOBEDO | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | VP COMM, SR PROGRAM | 40.00 | $200,000 | $64,551 | $0 |
| AMY BERMAN | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | SENIOR PROGRAM OFFIC | 40.00 | $202,800 | $47,617 | $0 |
| JANE CARMODY | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | SENIOR PROGRAM OFFIC | 40.00 | $172,700 | $69,262 | $0 |
| NANCY WEXLER | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | PROGRAM OFFICER | 40.00 | $180,300 | $49,450 | $0 |
| MARK BARREIRO | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | SENIOR GRANTS OFFICE | 40.00 | $138,200 | $38,061 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 8 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS & COMPANY | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | INVESTMENT ADVISOR & MANAGERS | $1,556,343 |
| NON-US EQUITY MANAGERS PORTFOLIO 4 | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | INVESTMENT MANAGER | $306,001 |
| DE SHAW OCULUS OFFSHORE | |||||
| 1166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | INVESTMENT MANAGER | $259,735 |
| CANTILLON CAPITAL MANAGEMENT | |||||
| 400 WEST 5TH STREET | NEW YORK | NY | 10019 | INVESTMENT MANAGER | $259,610 |
| EAGLE DYNAMIC | |||||
| 499 PARK AVE 17TH FL | NEW YORK | NY | 10022 | INVESTMENT MANAGER | $229,449 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 27 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | AGING AND HEALTH - COMMUNICATION & DISSEMINATION INITIATIVE RENEWAL | Description1Txt |
| Expenses1 | $1,047,849 | Expenses1Amt |
| Description2 | AGING AND HEALTH MEETINGS - TO IDENTIFY COMMON INTERESTS AND ISSUES AMONG GRANTEES | Description2Txt |
| Expenses2 | $100,000 | Expenses2Amt |
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 | $677,251,465 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $677,251,465 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $677,251,465 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,158,772 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $667,092,693 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,354,635 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,354,635 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $618,248 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $618,248 | TotalTaxAmt |
| Distributable Before Adj | $32,736,387 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,511 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $32,746,898 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $32,746,898 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,647,940 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $29,944 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $27,677,884 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,746,898 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $24,726,515 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,677,884 | QualifyingDistributionsAmt |
| Applied To Year1 | $24,726,515 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,951,369 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| 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 | $29,795,529 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PRESIDENT THE JOHN A HARTFORD FOUND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 59TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128327788 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE MAILED TO THE PRESIDENT OF THE FOUNDATION AT THE ABOVE ADDRESS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ONLY TO EXEMPT ORGANIZATIONS UNDER 501 (C)(3) OF THE IRS CODE, AND THAT ARE NOT PRIVATE FOUNDATIONS WITHIN THE MEANING OF SECTION 509 (A) OR A STATE OR POLITICAL SUBDIVISION THEREOF. NO GRANTS TO INDIVIDUALS. OUR PROGRAMMATIC AREAS OF EMPHASIS INCLUDE AGE-FRIENDLY HEALTH SYSTEM, FAMILY CAREGIVER SUPPORT AND SERIOUS ILLNESS/END OF LIFE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AcademyHealth | |||||||
| 1666 K Street NW Suite 1100 | Washington | DC | 20006 | PC | 2021 Health Datapalooza and National Health Policy Conference Support | $10,000 | |
| AcademyHealth | |||||||
| 1666 K Street NW Suite 1100 | Washington | DC | 20006 | PC | Annual Support | $2,000 | |
| Age Friendly Foundation Inc | |||||||
| 204 2nd Avenue | Waltham | MA | 02451 | PC | Promoting an Age-Friendly Ecosystem: Harnessing Consumer Insights to Advance Age Friendly in Health Care and Across Settings | $500,000 | |
| Age Friendly Foundation Inc | |||||||
| 204 2nd Avenue | Waltham | MA | 02451 | PC | Age-Friendly Ecosystems Event Series, Part 2 | $30,000 | |
| Alosa Health Inc | |||||||
| 419 Boylston Street 6th Floor | Boston | MA | 02116 | PC | Education Program on Aduhelm (aducanumab) for Health Care Professionals, Patients, and Families | $40,000 | |
| Alosa Health Inc | |||||||
| 419 Boylston Street 6th Floor | Boston | MA | 02116 | PC | Education Program on Aduhelm (aducanumab) for Health Care Professionals, Patients, and Families | $36,189 | |
| American Academy of Home Care Medicine Inc | |||||||
| 307 South Eaton Street | Baltimore | MD | 21224 | PC | Moving and Scaling Home-Based Primary Care Phase II: Quality, Training and Advocacy | $135,250 | |
| American College of Surgeons | |||||||
| 633 N Saint Clair Street | Chicago | IL | 606113295 | PC | Geriatric Surgery Verification (GSV) Phase II: Evaluation and Improvement | $620,894 | |
| American Federation for Aging Research Inc | |||||||
| 55 West 39th Street 16th Floor | New York | NY | 10018 | PC | Paul B. Beeson Career Development Awards in Aging Research Partnership Renewal | $288,424 | |
| American Geriatrics Society Inc | |||||||
| 40 Fulton Street 18th Floor | New York | NY | 10038 | PC | Geriatrics Workforce Enhancement Program (GWEP) Coordinating Center, Phase II | $761,042 | |
| American Geriatrics Society Inc | |||||||
| 40 Fulton Street 18th Floor | New York | NY | 10038 | PC | Catalyzing Emergency Department Enhancements for Older Adults: Geriatric Emergency Department Collaborative (GEDC 2.0), Phase 2 | $100,033 | |
| American Society on Aging | |||||||
| 605 Market Street Suite 1111 | San Francisco | CA | 94105 | PC | Advancing Equity in Aging | $125,344 | |
| American Telemedicine Association | |||||||
| 901 N Glebe Road Suite 850 | Arlington | VA | 22203 | PC | Next Steps Campaign | $25,000 | |
| Benjamin Rose Institute on Aging | |||||||
| 11890 Fairhill Road | Cleveland | OH | 44120 | PC | Best Practice Caregiving Phase III: Consumer Version | $236,204 | |
| Benjamin Rose Institute on Aging | |||||||
| 11890 Fairhill Road | Cleveland | OH | 44120 | PC | Dissemination of Best Practice Caregiving: Guiding Organizations to Dementia Programs for Family Caregivers | $132,945 | |
| Beth Israel Deaconess Medical Center Inc | |||||||
| 330 Brookline Avenue BR 259 | Boston | MA | 022155491 | PC | Engaging Family Caregivers through Shared Access to the Electronic Health Record | $481,536 | |
| Brandeis University | |||||||
| 415 South Street MS 085 Heller-Brow | Waltham | MA | 02453 | PC | The Impact of COVID-19 on the Long-Term Care Workforce | $10,000 | Building 214 |
| Bright Focus Foundation | |||||||
| 22512 Gateway Center Drive | Clarksburg | MD | 20871 | PC | Gene Wilder Documentary | $50,000 | |
| Case Western Reserve University | |||||||
| 10900 Euclid Avenue | Cleveland | OH | 441067015 | PC | Age-Friendly Health Systems: Ambulatory Care Continuum Implementation | $804,500 | |
| Center for Health Care Strategies Inc | |||||||
| 200 American Metro Boulevard Suite | Hamilton | NJ | 08619 | PC | Development of the Better Care Playbook, Phase V | $102,805 | 119 |
| Center for Health Care Strategies Inc | |||||||
| 200 American Metro Boulevard Suite | Hamilton | NJ | 08619 | PC | Development of the Better Care Playbook, Phase VI | $100,000 | 119 |
| Center for Health Policy Development National Academy for State Health Po | |||||||
| 2 Monument Square Suite 910 | Portland | ME | 20036 | PC | The RAISE Act Family Caregiver Resource and Dissemination Center | $694,491 | |
| Center for Health Policy Development National Academy for State Health Po | |||||||
| 2 Monument Square Suite 910 | Portland | ME | 20036 | PC | Expanding and Sustaining the Continuum of Care: A Resource Hub for State Policymakers | $249,479 | |
| Connected Foundation Inc | |||||||
| 21 Wellesley College Road Unit 3115 | Wellesley | MA | 02481 | PC | Health Advocacy Series for Older Adults | $10,000 | |
| Convergence Center for Policy Resolution | |||||||
| 1133 19th Street NW Suite 410 | Washington | DC | 20036 | PC | Convergence Dialogue on Reimagining Care for Older Adults | $435,777 | |
| Convergence Center for Policy Resolution | |||||||
| 1133 19th Street NW Suite 410 | Washington | DC | 20036 | PC | Outreach Strategy to Promote Rethinking Care of Older Adults, Phase I to Media and Key Influencers | $15,000 | |
| Diverse Elders Coalition (Fiscal Sponsor SAGE) | |||||||
| 305 Seventh Avenue 15th Floor | New York | NY | 10001 | PC | Strengthening Training and Advocacy Capacity to Support Diverse Family Caregivers | $457,394 | |
| Diverse Elders Coalition (Fiscal Sponsor SAGE) | |||||||
| 305 Seventh Avenue 15th Floor | New York | NY | 10001 | PC | Addressing Unmet Family Caregiving Needs in Diverse Older Communities | $592,295 | |
| Documentary Educational Resources Inc | |||||||
| 108 Water Street 5A | Watertown | MA | 02472 | PC | Public Radio Documentary Series: Aging at Home, Stories of Transition and Dignity | $10,000 | |
| Duke University | |||||||
| Duke University | Durham | NC | 277080001 | PC | Leveraging Payment Reforms to Transform and Expand Home-Based Care for People with Complex Health Needs | $20,000 | |
| Education Development Center Inc | |||||||
| 43 Foundry Avenue | Waltham | MA | 02458 | PC | National Collaboratory to Address Elder Mistreatment | $439,265 | |
| Education Development Center Inc | |||||||
| 43 Foundry Avenue | Waltham | MA | 02458 | PC | National Collaboratory to Address Elder Mistreatment Phase III: Expanding the Impact of the Elder Mistreatment Emergency Department Toolkit | $581,799 | |
| Education Development Center Inc | |||||||
| 43 Foundry Avenue | Waltham | MA | 02458 | PC | Implement a Cross-Sector Consensus Building Process to Design and Produce an Age-Friendly Ecosystem Framework | $7,961 | |
| FAIR Health Inc | |||||||
| 530 Fifth Avenue 18th Floor | New York | NY | 10036 | PC | A National Initiative to Advance Cost Information in Shared Decision-Making for Serious Health Conditions | $165,784 | |
| Foundation of New York State Nurses Inc | |||||||
| 2113 Western Avenue | Guilderland | NY | 12084 | PC | 2022 Nightingale Gala | $10,000 | |
| Gerontological Society of America | |||||||
| 1220 L Street NW Suite 901 | Washington | DC | 20005 | PC | Sustaining the Reframing Aging Initiative | $200,000 | |
| Gerontological Society of America | |||||||
| 1220 L Street NW Suite 901 | Washington | DC | 20005 | PC | Annual Scientific Meeting Sponsorship | $15,000 | |
| Grantmakers In Aging | |||||||
| C/O CliftonLarsonAllen LLP 901 | Arlington | VA | 22203 | PC | Core Support Renewal: Developing the Lens in Philanthropy and Beyond | $78,283 | North Glebe Road Suite 200 |
| Grantmakers In Aging | |||||||
| C/O CliftonLarsonAllen LLP 901 | Arlington | VA | 22203 | PC | Annual Conference Sponsorship | $25,000 | North Glebe Road Suite 200 |
| Grantmakers In Aging | |||||||
| C/O CliftonLarsonAllen LLP 901 | Arlington | VA | 22203 | PC | Annual Support | $10,000 | North Glebe Road Suite 200 |
| Grantmakers In Health | |||||||
| 1100 Connecticut Avenue NW Suite | Washington | DC | 20036 | PC | GIH Palliative Care Programming, 2021-2023 | $17,500 | 1100 |
| Grantmakers In Health | |||||||
| 1100 Connecticut Avenue NW Suite | Washington | DC | 20036 | PC | Annual Support | $17,000 | 1100 |
| Health Careers Futures | |||||||
| EQT Tower 625 Liberty Avenue Suite | Pittsburgh | PA | 15222 | PC | Revisiting the Teaching Nursing Home | $291,174 | 2500 |
| Health Research and Educational Trust | |||||||
| 155 North Wacker Suite 400 | Chicago | IL | 60606 | PC | Next Generation Leaders Transformation Institute: 1) Developing Age-Friendly Health Systems Leadership; 2) Transforming HRETs HIIN Hospitals to Become More Age-Friendly | $441,964 | |
| Hebrew Home for the Aged at Riverdale Foundation | |||||||
| 5901 Palisade Avenue | Riverdale | NY | 10471 | PC | There's No Place Like Home 103rd Annual Gala | $14,000 | |
| Henry J Kaiser Family Foundation | |||||||
| 185 Berry Street Suite 2000 | San Francisco | CA | 94107 | PC | Highlighting Aging & Health: The Older Adult Reporting Project | $871,804 | |
| Hispanics in Philanthropy | |||||||
| 414 13th Street Suite 200 | Oakland | CA | 94612 | PC | Annual Support | $5,000 | |
| Home Centered Care Institute | |||||||
| 1900 East Golf Road Suite 480 | Schaumburg | IL | 60173 | PC | Moving and Scaling Home-Based Primary Care, Phase II: Quality, Training and Advocacy | $151,250 | |
| Icahn School of Medicine at Mount Sinai | |||||||
| One Gustave L Levy Place | New York | NY | 10029 | PC | The Center to Advance Palliative Care (CAPC): Improving Access to Quality Palliative Care | $585,649 | |
| Institute for Healthcare Improvement | |||||||
| 53 State Street 19th Floor | Boston | MA | 02109 | PC | Age-Friendly Health Systems Initiative, Phase II | $891,506 | |
| Johns Hopkins University | |||||||
| School of Medicine 1650 Orleans Rd | Baltimore | MD | 21231 | PC | Engaging Family Caregivers through Shared Access to the Electronic Health Record: Planning for Transformational Change | $136,991 | |
| LeadingAge Inc | |||||||
| 2519 Connecticut Avenue NW | Washington | DC | 20008 | PC | Nurse Management in Long-Term Services and Supports Meeting | $20,000 | |
| LeadingAge Inc | |||||||
| 2519 Connecticut Avenue NW | Washington | DC | 20008 | PC | Annual Support | $1,100 | |
| Massachusetts General Hospital | |||||||
| 55 Fruit Street | Boston | MA | 02114 | PC | Moving and Scaling Home-Based Primary Care, Phase II: Quality, Training and Advocacy | $322,955 | |
| Medicare Rights Center Inc | |||||||
| 266 West 37th Street 3rd Floor | New York | NY | 10018 | PC | Annual Awards Virtual Event | $6,000 | |
| Milken Institute | |||||||
| 1250 Fourth Street 2nd Floor | Santa Monica | CA | 90401 | PC | Alliance to Improve Dementia Cares Steering Committee Membership | $25,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | The Quality of Care in Nursing Homes: Getting Ahead of the Crises | $545,455 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | Roundtable on Quality Care for People with Serious Illness, Phase II | $83,333 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | 2021 Forum on Aging, Disability and Independence | $25,000 | |
| National Association of Area Agencies on Aging Inc | |||||||
| 1100 New Jersey Avenue SE Suite 350 | Washington | DC | 20003 | PC | Aging and Disability Business Institute, Phase 2: Advancing Integration, Partnerships and Payment Models Between Social Services and Health Systems | $1,003,405 | |
| National Committee for Quality Assurance | |||||||
| 1100 13th Street NW 3rd Floor | Washington | DC | 20005 | PC | Supporting Age-Friendly Health Systems: Implementing and Disseminating Person-Driven Outcome Measures | $625,951 | |
| National Council of Young Men's Christian Associations of the United States | |||||||
| 101 N Wacker Drive 16th Floor | Chicago | IL | 60606 | PC | Older Adult Healthy Living - Learning Continuation | $50,000 | |
| National Investment Center for Seniors Housing & Care Inc | |||||||
| 1 Park Place Suite 450 | Annapolis | MD | 21401 | PC | National Study on the Impact of COVID-19 in Senior Living, Phase 2 | $100,000 | |
| National Medical Association Inc | |||||||
| 8403 Colesville Road Suite 820 | Silver Spring | MD | 209103397 | PC | Annual Convention and Scientific Assembly Premium Exhibitor Support | $7,500 | |
| National PACE Association | |||||||
| 675 North Washington Street Suite | Alexandria | VA | 22314 | PC | PACE 2.0 Growth Strategy Implementation | $285,416 | 300 |
| Neighbor to Neighbor Massachusetts Education Fund Inc | |||||||
| 15 Court Square Suite 345 | Boston | MA | 02108 | PC | The John A. Hartford Foundation Trustee Award honoring Donald Berwick | $20,000 | |
| New York Academy of Medicine | |||||||
| 1216 Fifth Avenue | New York | NY | 100295293 | PC | Annual Fund | $10,000 | |
| New York Academy of Medicine | |||||||
| 1216 Fifth Avenue | New York | NY | 100295293 | PC | New York Age-Friendly Ecosystem Summit | $20,000 | |
| Philanthropy New York Inc | |||||||
| 320 East 43rd Street | New York | NY | 10017 | PC | Annual Support | $19,750 | |
| Project HOPE - The People-to-People Health Foundation Inc | |||||||
| 7500 Old Georgetown Road Suite 600 | Bethesda | MD | 20814 | PC | Publishing and Disseminating Lessons on Innovations in Health Care to Support Age-Friendly Health | $249,652 | |
| Regents of the University of California Los Angeles | |||||||
| 10889 Wilshire Boulevard Suite 820 | Los Angeles | CA | 900951406 | PC | UCLA Alzheimers and Dementia Care Program: Creating a Sustainable Health Systems Model for National Dissemination | $698,084 | |
| Regents of the University of California Los Angeles | |||||||
| 10889 Wilshire Boulevard Suite 820 | Los Angeles | CA | 900951406 | PC | Dissemination of the UCLA Alzheimers and Dementia Care Program | $482,825 | |
| Regents of the University of California San Francisco | |||||||
| 550 16th Street 7th Floor | San Francisco | CA | 94143 | PC | Implementation, Scaling and Impact of the 4Ms in an IT-enabled Health Care System | $554,461 | |
| Research Foundation for Mental Hygiene Inc | |||||||
| Riverview Center 150 Broadway Suite | Menands | NY | 12204 | PC | Health and Aging Policy Fellows Program | $595,261 | 301 |
| Services & Advocacy for Gay Lesbian Bisexual & Transgender Elders Inc (SA | |||||||
| 305 Seventh Avenue 15th Floor | New York | NY | 10001 | PC | Feasibility Study for a PACE Program Focused on LGBT+ Older Adults | $20,000 | |
| Services & Advocacy for Gay Lesbian Bisexual & Transgender Elders Inc (SA | |||||||
| 305 Seventh Avenue 15th Floor | New York | NY | 10001 | PC | Annual Support | $5,000 | |
| Trust for America's Health | |||||||
| 1730 M Street NW Suite 900 | Washington | DC | 20036 | PC | Ensuring Access to the COVID-19 Vaccine for Homebound Older Adults and Individuals with Disabilities | $75,000 | |
| Trust for America's Health | |||||||
| 1730 M Street NW Suite 900 | Washington | DC | 20036 | PC | Ensuring Access to the COVID-19 Vaccine for Homebound Older Adults and Individuals with Disabilities | $75,000 | |
| Trust for America's Health | |||||||
| 1730 M Street NW Suite 900 | Washington | DC | 20036 | PC | Expanding Age-Friendly Public Health Systems, Phase II | $745,243 | |
| United Hospital Fund of New York | |||||||
| 1411 Broadway 12th Floor | New York | NY | 100183496 | PC | Virtual Gala | $1,000 | |
| United Hospital Fund of New York | |||||||
| 1411 Broadway 12th Floor | New York | NY | 100183496 | PC | Development of a Book on Health Policy | $10,000 | |
| University of North Carolina at Chapel Hill | |||||||
| Office of Sponsored Research CB1350 | Chapel Hill | NC | 275991350 | PC | Geriatrics Emergency Department Collaborative (GEDC) 3.0: Expanding Dissemination and Enhancing Evaluation | $460,885 | 104 Airport Drive Suite 2200 |
| University of Washington | |||||||
| Grant and Contract Services 3935 | Seattle | WA | 981046613 | PC | Building Public Engagement and Access to Palliative & End-of-Life Care for Persons Living with Serious Illness | $875,083 | University Way NE |
| Various Discretionary Grants | |||||||
| 55 East 59th Street | New York | NY | 10022 | PC | General Support | $456,510 | |
| Various Matching Grants | |||||||
| 55 East 59th Street | New York | NY | 10022 | PC | General Support | $70,250 | |
| Yale University | |||||||
| PO Box 208229 | New Haven | CT | 065208229 | PC | Patient Priorities Care: Dissemination and Scaling | $749,857 | |
| Yale University | |||||||
| PO Box 208229 | New Haven | CT | 065208229 | PC | Geriatrics Emergency Department Collaborative (GEDC) 3.0: Expanding Dissemination and Enhancing Evaluation | $330,125 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,658,633 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AcademyHealth | |||||||
| 1666 K Street NW Suite 1100 | Washington | DC | 20006 | PC | 2021 Health Datapalooza and National Health Policy Conference Support | $10,000 | |
| AcademyHealth | |||||||
| 1666 K Street NW Suite 1100 | Washington | DC | 20006 | PC | Annual Support | $2,000 | |
| Age Friendly Foundation Inc | |||||||
| 204 2nd Avenue | Waltham | MA | 02451 | PC | Promoting an Age-Friendly Ecosystem: Harnessing Consumer Insights to Advance Age Friendly in Health Care and Across Settings | $1,500,000 | |
| Age Friendly Foundation Inc | |||||||
| 204 2nd Avenue | Waltham | MA | 02451 | PC | Age-Friendly Ecosystems Event Series, Part 2 | $30,000 | |
| Alosa Health Inc | |||||||
| 419 Boylston Street 6th Floor | Boston | MA | 02116 | PC | Education Program on Aduhelm (aducanumab) for Health Care Professionals, Patients, and Families | $36,189 | |
| Alosa Health Inc | |||||||
| 419 Boylston Street 6th Floor | Boston | MA | 02116 | PC | Education Program on Aduhelm (aducanumab) for Health Care Professionals, Patients, and Families | $40,000 | |
| American College of Surgeons | |||||||
| 633 N Saint Clair Street | Chicago | IL | 606113295 | PC | Geriatric Surgery Verification (GSV) Phase II: Evaluation and Improvement | $1,987,215 | |
| American Society on Aging | |||||||
| 605 Market Street Suite 1111 | San Francisco | CA | 94105 | PC | Advancing Equity in Aging | $341,725 | |
| American Telemedicine Association | |||||||
| 901 N Glebe Road Suite 850 | Arlington | VA | 22203 | PC | Next Steps Campaign | $25,000 | |
| Benjamin Rose Institute on Aging | |||||||
| 11890 Fairhill Road | Cleveland | OH | 44120 | PC | Best Practice Caregiving Phase III: Consumer Version | $450,000 | |
| Beth Israel Deaconess Medical Center Inc | |||||||
| 330 Brookline Avenue BR 259 | Boston | MA | 022155491 | PC | Engaging Family Caregivers through Shared Access to the Electronic Health Record | $1,476,784 | |
| Brandeis University | |||||||
| 415 South Street MS 085 | Waltham | MA | 02453 | PC | The Impact of COVID-19 on the Long-Term Care Workforce | $10,000 | |
| Bright Focus Foundation | |||||||
| 22512 Gateway Center Drive | Clarksburg | MD | 20871 | PC | Gene Wilder Documentary | $50,000 | |
| Center for Health Care Strategies Inc | |||||||
| 200 American Metro Boulevard | Hamilton | NJ | 08619 | PC | Development of the Better Care Playbook, Phase VI | $200,000 | Suite119 |
| Connected Foundation Inc | |||||||
| 21 Wellesley College Road Unit 3115 | Wellesley | MA | 02481 | PC | Health Advocacy Series for Older Adults | $10,000 | |
| Convergence Center For Policy Resolution | |||||||
| 1133 19th Street NW Suite 410 | Washington | DC | 20036 | PC | Convergence Dialogue on Reimagining Care for Older Adults | $453,777 | |
| Convergence Center For Policy Resolution | |||||||
| 1133 19th Street NW Suite 410 | Washington | DC | 20036 | PC | Outreach Strategy to Promote Rethinking Care of Older Adults, Phase I to Media and Key Influencers | $15,000 | |
| Documentary Educational Resources Inc | |||||||
| 108 Water Street 5A | Watertown | MA | 02472 | PC | Public Radio Documentary Series: Aging at Home, Stories of Transition and Dignity | $10,000 | |
| Duke University | |||||||
| Duke University | Durham | NC | 277080001 | PC | Leveraging Payment Reforms to Transform and Expand Home-Based Care for People with Complex Health Needs | $20,000 | |
| Education Development Center Inc | |||||||
| 43 Foundry Avenue | Waltham | MA | 02458 | PC | National Collaboratory to Address Elder Mistreatment Phase III: Expanding the Impact of the Elder Mistreatment Emergency Department Toolkit | $1,650,000 | |
| Education Development Center Inc | |||||||
| 43 Foundry Avenue | Waltham | MA | 02458 | PC | Implement a Cross-Sector Consensus Building Process to Design and Produce an Age-Friendly Ecosystem Framework | $7,961 | |
| Fair Health | |||||||
| 530 Fifth Avenue 18th Floor | New York | NY | 10036 | PC | A National Initiative to Advance Cost Information in Shared Decision-Making for Serious Health Conditions | $233,022 | |
| Fiscal Sponsor for Diverse Elders Coalition Services & Advocacy for Gay Le | |||||||
| 305 Seventh Avenue 15th Floor | New York | NY | 10001 | PC | Strengthening Training and Advocacy Capacity to Support Diverse Family Caregivers | $1,350,000 | |
| Foundation of New York State Nurses Inc | |||||||
| 2113 Western Avenue | Guilderland | NY | 12084 | PC | 2022 Nightingale Gala | $10,000 | |
| Gerontological Society of America | |||||||
| 1220 L Street NW Suite 901 | Washington | DC | 20005 | PC | Annual Scientific Meeting Sponsorship | $15,000 | |
| Grantmakers In Aging | |||||||
| C/O CliftonLarsonAllen LLP | Arlington | VA | 22203 | PC | Annual Conference Sponsorship | $25,000 | |
| Grantmakers In Aging | |||||||
| C/O CliftonLarsonAllen LLP | Arlington | VA | 22203 | PC | Annual Support | $10,000 | |
| Grantmakers In Health | |||||||
| 1100 Connecticut Avenue NW Suite | Washington | DC | 20036 | PC | GIH Palliative Care Programming, 2021-2023 | $17,500 | 1100 |
| Grantmakers In Health | |||||||
| 1100 Connecticut Avenue NW Suite | Washington | DC | 20036 | PC | Annual Support | $17,000 | 1100 |
| Health Careers Futures | |||||||
| EQT Tower 625 Liberty Avenue Suite | Pittsburgh | PA | 15222 | PC | Revisiting the Teaching Nursing Home | $594,110 | 2500 |
| Hebrew Home for the Aged at Riverdale Foundation | |||||||
| 5901 Palisade Avenue | Riverdale | NY | 10471 | PC | There's No Place Like Home 103rd Annual Gala | $14,000 | |
| Hispanics in Philanthropy | |||||||
| 414 13th Street Suite 200 | Oakland | CA | 94612 | PC | Annual Support | $5,000 | |
| LeadingAge Inc | |||||||
| 2519 Connecticut Avenue NW | Washington | DC | 20008 | PC | Nurse Management in Long-Term Services and Supports Meeting | $20,000 | |
| LeadingAge Inc | |||||||
| 2519 Connecticut Avenue NW | Washington | DC | 20008 | PC | Annual Support | $1,100 | |
| Medicare Rights Center Inc | |||||||
| 266 West 37th Street 3rd Floor | New York | NY | 10018 | PC | Annual Awards Virtual Event | $6,000 | |
| Milken Institute | |||||||
| 1250 Fourth Street 2nd Floor | Santa Monica | CA | 90401 | PC | Alliance to Improve Dementia Cares Steering Committee Membership | $25,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | Advancing Diagnostic Excellence: A Workshop Series | $100,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | National Academy of Medicine Scholars in Diagnostic Excellence | $55,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | 2021 Forum on Aging, Disability and Independence | $25,000 | |
| National Committee for Quality Assurance | |||||||
| 1100 13th Street NW 3rd Floor | Washington | DC | 20005 | PC | Supporting Age-Friendly Health Systems: Implementing and Disseminating Person-Driven Outcome Measures | $1,459,243 | |
| National Council of Young Men's Christian Associations of the United States | |||||||
| 101 N Wacker Drive 16th Floor | Chicago | IL | 60606 | PC | Older Adult Healthy Living - Learning Continuation | $50,000 | |
| National Investment Center for Seniors Housing & Care Inc | |||||||
| 1 Park Place Suite 450 | Annapolis | MD | 21401 | PC | National Study on the Impact of COVID-19 in Senior Living, Phase 2 | $100,000 | |
| National Medical Association Inc | |||||||
| 8403 Colesville Road Suite 820 | Silver Spring | MD | 209103397 | PC | Annual Convention and Scientific Assembly Premium Exhibitor Support | $7,500 | |
| Neighbor to Neighbor Massachusetts Education Fund Inc | |||||||
| 15 Court Square Suite 345 | Boston | MA | 02108 | PC | The John A. Hartford Foundation Trustee Award honoring Donald Berwick | $20,000 | |
| New York Academy of Medicine | |||||||
| 1216 Fifth Avenue | New York | NY | 100295293 | PC | Annual Fund | $10,000 | |
| New York Academy of Medicine | |||||||
| 1216 Fifth Avenue | New York | NY | 100295293 | PC | New York Age-Friendly Ecosystem Summit | $20,000 | |
| Philanthropy New York Inc | |||||||
| 320 East 43rd Street | New York | NY | 10017 | PC | Annual Support | $19,750 | |
| Regents of the University of California Los Angles | |||||||
| UCLA Extramural Fund Management | Los Angeles | CA | 900951406 | PC | UCLA Alzheimers and Dementia Care Program: Creating a Sustainable Health Systems Model for National Dissemination | $2,093,074 | |
| Services & Advocacy for Gay Lesbian Bisexual & Transgender Elders Inc (SA | |||||||
| 305 Seventh Avenue 15th Floor | New York | NY | 10001 | PC | Feasibility Study for a PACE Program Focused on LGBT+ Older Adults | $20,000 | |
| Services & Advocacy for Gay Lesbian Bisexual & Transgender Elders Inc (SA | |||||||
| 305 Seventh Avenue 15th Floor | New York | NY | 10001 | PC | Annual Support | $5,000 | |
| Society to Improve Diagnosis in Medicine Inc | |||||||
| 1501 Hinman Avenue | Evanston | IL | 60201 | PC | Diagnostic Excellence Small Grants Program | $60,000 | |
| Society to Improve Diagnosis in Medicine Inc | |||||||
| 1501 Hinman Avenue | Evanston | IL | 60201 | PC | Fellowship in Diagnostic Excellence Program | $55,000 | |
| Trust for America's Health | |||||||
| 1730 M Street NW Suite 900 | Washington | DC | 20036 | PC | Ensuring Access to the COVID-19 Vaccine for Homebound Older Adults and Individuals with Disabilities | $150,000 | |
| United Hospital Fund of New York | |||||||
| 1411 Broadway 12th Floor | New York | NY | 100183496 | PC | Virtual Gala | $1,000 | |
| United Hospital Fund of New York | |||||||
| 1411 Broadway 12th Floor | New York | NY | 100183496 | PC | Development of a Book on Health Policy | $10,000 | |
| University of North Carolina at Chapel Hill | |||||||
| Office of Sponsored Research | Chapel Hill | NC | 275991350 | PC | Geriatrics Emergency Department Collaborative (GEDC) 3.0: Expanding Dissemination and Enhancing Evaluation | $925,268 | |
| Various Discretionary Grants | |||||||
| 55 East 59th Street | New York | NY | 10022 | PC | General Support | $456,511 | |
| Various Matching Grants | |||||||
| 55 East 59th Street | New York | NY | 10022 | PC | General Support | $70,250 | |
| Yale University | |||||||
| PO Box 208229 | New Haven | CT | 065208229 | PC | Geriatrics Emergency Department Collaborative (GEDC) 3.0: Expanding Dissemination and Enhancing Evaluation | $680,803 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $17,061,782 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,895 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,630 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,894,063 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $41,249,009 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT REFUNDS | Desc |
| Related Or Exempt Function Incm | $10,511 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,630 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $47,148,967 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,511 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,164,108 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | GRANT REFUNDS/CANCELLATIONS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $38,000 | Amt |
| Net Investment Income | $19,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE CONDOMINIUM | 1998-01-01 | $4,653,359 | $4,524,545 | SL | 20.000000000000 | $6,396 | $0 |
| FURNITURE AND EQUIPMENT | 2018-01-01 | $690,968 | $544,351 | SL | 5.000000000000 | $39,219 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EATON VANCE INC FD BSTN-IN | $11,326,749 | $11,326,749 |
| PACIFIC FUNDS FLOATING RATE INCOME I | $22,923,413 | $22,923,413 |
| ROWE T PRICE INSTL INCOME FDS INC HIGH YIELD | $11,311,673 | $11,311,673 |
| SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $20,205,045 | $20,205,045 |
| VANGUARD TOTAL BOND MARKET ETF | $33,974,495 | $33,974,495 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (156 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACI WORLDWIDE INC COM STK | $516,024 | $516,024 |
| AERCAP HOLDINGS N.V. | $379,828 | $379,828 |
| AGREE RLTY CORP COM | $146,288 | $146,288 |
| ALAMO GROUP INC COM | $208,407 | $208,407 |
| ALLEGIANT TRAVEL CO COM | $158,984 | $158,984 |
| ALPHABET INC CAP STK USD0.001 CL C | $2,578,189 | $2,578,189 |
| ALPHABET INC CAPITAL STOCK | $614,172 | $614,172 |
| AMAZON COM INC COM | $1,980,598 | $1,980,598 |
| AMERIS BANCORP COM | $245,419 | $245,419 |
| AMERISAFE INC COM | $118,318 | $118,318 |
| AON PLC | $1,298,118 | $1,298,118 |
| ARCHAEA ENERGY INC CL A | $73,175 | $73,175 |
| ARTIVION INC COM | $112,739 | $112,739 |
| ATKORE INC | $101,405 | $101,405 |
| ATRICURE INC COM STK | $210,884 | $210,884 |
| AVIENT CORPORATION | $346,274 | $346,274 |
| AZENTA INC COM US | $216,531 | $216,531 |
| BALCHEM CORP COM | $169,949 | $169,949 |
| BGC PARTNERS INC CL A | $272,662 | $272,662 |
| BOOT BARN HLDGS INC | $259,881 | $259,881 |
| BWX TECHNOLOGIES INC | $312,800 | $312,800 |
| CAPITAL ONE FINL CORP | $452,100 | $452,100 |
| CASTLE BIOSCIENCES INC | $82,525 | $82,525 |
| CATHAY GENERAL BANCORP INC | $208,115 | $208,115 |
| CBIZ INC COM | $654,047 | $654,047 |
| CENT GARDEN & PET CO CL A | $217,048 | $217,048 |
| CERENCE INC COM | $153,280 | $153,280 |
| CHEMOCENTRYX INC COM STK | $80,102 | $80,102 |
| CHURCHILL DOWNS INC COM | $230,060 | $230,060 |
| CHUYS HOLDINGS INC COM USD | $73,402 | $73,402 |
| CIRCOR INTL INC COM | $276,910 | $276,910 |
| CITIGROUP INC COM | $1,382,629 | $1,382,629 |
| COGNYTE SOFTWARE LTD COM NPV WI | $118,857 | $118,857 |
| COHEN & STEERS INC COM | $222,487 | $222,487 |
| COLFAX REVERSE SPLIT ENOVIS | $621,606 | $621,606 |
| COLUMBIA BKG SYS INC COM | $377,000 | $377,000 |
| COMCAST CORP NEW-CL A | $1,237,011 | $1,237,011 |
| COMMUNITY HEALTHCARE TR INC REIT | $316,804 | $316,804 |
| COVETRUS INC COM | $136,235 | $136,235 |
| CRYOPORT INC COM | $177,037 | $177,037 |
| DESCARTES SYS GROUP INC COM | $221,913 | $221,913 |
| DISH NETWORK CORP CL A COM STK | $510,508 | $510,508 |
| ELEVANCE HEALTH, INC | $1,010,517 | $1,010,517 |
| ENDAVA PLC ADS | $267,664 | $267,664 |
| ESCO TECHNOLOGIES INC | $165,942 | $165,942 |
| EVERI HLDGS INC COM | $98,851 | $98,851 |
| FB FINL CORP COM | $498,102 | $498,102 |
| FIRST MERCHANTS CORP COM | $559,567 | $559,567 |
| FIVE BELOW INC COM USD0.01 | $136,754 | $136,754 |
| FORWARD AIR CORP COM | $484,481 | $484,481 |
| FULLER H B CO COM | $368,469 | $368,469 |
| GEN MTRS CO COM | $613,035 | $613,035 |
| GENERAL ELECTRIC CO | $1,172,562 | $1,172,562 |
| GLACIER BANCORP INC NEW COM | $245,795 | $245,795 |
| GLOBUS MED INC CL A NEW COM STK | $254,144 | $254,144 |
| GQG PARTNER EM EQUITY | $9,643,548 | $9,643,548 |
| GRAND CANYON ED INC COM STK | $180,248 | $180,248 |
| HALOZYME THERAPEUTICS INC COM | $251,313 | $251,313 |
| HEALTHEQUITY INC COM | $136,480 | $136,480 |
| HEARTLAND EXPRESS INC COM | $59,980 | $59,980 |
| HELEN TROY LTD COM STK | $137,881 | $137,881 |
| HELIOS TECHNOLOGIES INC | $292,793 | $292,793 |
| HILTON WORLDWIDE HLDGS INC | $1,014,247 | $1,014,247 |
| HORACE MANN EDUCATORS CORP COM | $163,275 | $163,275 |
| HOSTESS BRANDS INC CL A | $118,313 | $118,313 |
| HOULIHAN LOKEY INC CL A | $245,032 | $245,032 |
| HOWARD HUGHES CORP COM | $323,660 | $323,660 |
| ICF INTL INC COM STK | $191,461 | $191,461 |
| ICU MED INC COM | $103,718 | $103,718 |
| IDACORP INC COM | $173,818 | $173,818 |
| INDEPENDENT BK CORP MASS COM | $108,353 | $108,353 |
| INTEGRA LIFESCIENCES HLDG CORP COM | $187,706 | $187,706 |
| INTRA-CELLULAR THERAPIES INC COM | $60,191 | $60,191 |
| ISHARES MSCI EAFE INTERNATIONAL K | $32,048,396 | $32,048,396 |
| KAMAN CORP COM | $229,083 | $229,083 |
| KAR AUCTION SVCS INC COM STK | $359,479 | $359,479 |
| LHC GROUP INC COM | $173,733 | $173,733 |
| LIBERTY BROADBAND CORP COM SER C COM SERC | $1,499,036 | $1,499,036 |
| LIGAND PHARMACEUTICALS INCORPORATED CL B | $95,765 | $95,765 |
| LITHIA MTRS INC COM CL A | $577,865 | $577,865 |
| LYONDELLBASELL IND N V COM USD0.01 CL 'A' | $247,545 | $247,545 |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC COM STK | $336,690 | $336,690 |
| MAGNOLIA OIL & GAS CORP CL A CL A | $546,437 | $546,437 |
| MARRIOTT INTL INC NEW COM STK CL A | $1,335,470 | $1,335,470 |
| MATADOR RES CO COM | $188,292 | $188,292 |
| MEDICAL PPTYS TR INC COM REIT | $260,686 | $260,686 |
| MEDPACE HLDGS INC COM | $279,667 | $279,667 |
| META PLATFORMS INC | $2,073,261 | $2,073,261 |
| MICROSOFT CORP COM | $2,947,172 | $2,947,172 |
| MINERALS TECHNOLOGIES INC COM | $207,746 | $207,746 |
| MLP RATTLER MIDSTREAM LP COM NPV | $165,886 | $165,886 |
| MODIVCARE INC COM | $399,790 | $399,790 |
| MORGAN STANLEY COM STK | $1,495,958 | $1,495,958 |
| NASPERS SPON ADR EACH REP | $116,250 | $116,250 |
| NATIONAL HEALTH INVS INC COM | $115,860 | $115,860 |
| NETFLIX INC COM STK | $1,424,168 | $1,424,168 |
| NEWMARK GROUP INC CL A | $423,574 | $423,574 |
| NEXSTAR MEDIA GROUP INC CL A | $601,504 | $601,504 |
| NORTHWESTERN CORP COM | $196,973 | $196,973 |
| NOVANTA INC NOVANTA INC | $274,722 | $274,722 |
| OCEANFIRST FINL CORP COM | $163,081 | $163,081 |
| OLLIES BARGAIN OUTLET HLDGS INC COM | $94,702 | $94,702 |
| OPEN LENDING CORP CL A CL A | $52,828 | $52,828 |
| OSI SYS INC COM | $237,660 | $237,660 |
| OXFORD INDS INC COM | $495,012 | $495,012 |
| PAC PREMIER BANCORP COM | $790,833 | $790,833 |
| PACWEST BANCORP DEL COM | $735,864 | $735,864 |
| PATRICK INDS INC COM | $237,067 | $237,067 |
| PAYCOR HCM INC COM | $135,004 | $135,004 |
| PAYLOCITY HLDG CORP COM | $203,806 | $203,806 |
| PERFORMANCE FOOD GROUP CO COM | $273,046 | $273,046 |
| PHREESIA INC COM | $236,337 | $236,337 |
| PRIMORIS SVCS CORP COM | $159,947 | $159,947 |
| PROGYNY INC COM | $174,916 | $174,916 |
| PROSUS N.V. ADR NASPERS NEWCO | $279,065 | $279,065 |
| RAPID7 INC COM | $290,694 | $290,694 |
| RBC BEARINGS INC COM | $252,664 | $252,664 |
| REVOLVE GROUP INC CL A | $86,862 | $86,862 |
| RITCHIE BROS AUCTIONEERS INC COM | $203,829 | $203,829 |
| RUTHS HOSPITALITY GROUP INC | $184,791 | $184,791 |
| RYMAN HOSPITALITY PPTYS INC COM | $174,724 | $174,724 |
| SAFRAN ADR | $420,460 | $420,460 |
| SEACOAST BKG CORP FLA COM NEW COM NEW | $240,723 | $240,723 |
| SHYFT GROUP INC COM | $169,548 | $169,548 |
| SILGAN HLDGS INC COM | $627,135 | $627,135 |
| SILICON LABORATORIES INC COM | $248,736 | $248,736 |
| SILICON MOTION TECHNOLOGY CORP | $683,076 | $683,076 |
| SKYLINE CHAMPION CORPORATION COM | $411,091 | $411,091 |
| SPECTRUM BRANDS HLDGS INC COM USD0.01 | $437,294 | $437,294 |
| SPX CORP COM | $225,173 | $225,173 |
| STAG INDL INC COM | $333,802 | $333,802 |
| STARWOOD PROPERTY TRUST INC COM REIT | $496,498 | $496,498 |
| STIFEL FINL CORP COM | $226,541 | $226,541 |
| SUPERNUS PHARMACEUTICALS INC COM STK | $197,792 | $197,792 |
| SYNEOS HEALTH INC COM | $304,446 | $304,446 |
| TEREX CORP NEW COM | $107,678 | $107,678 |
| TEXAS ROADHOUSE INC COMMON STOCK | $307,570 | $307,570 |
| TRINITY IND INC COM | $167,791 | $167,791 |
| UFP INDUSTRIES INC COM | $291,488 | $291,488 |
| UNITEDHEALTH GROUP INC COM | $1,341,718 | $1,341,718 |
| US ECOLOGY CASH MERGER US ECOLOGY | $81,223 | $81,223 |
| VANGUARD INDEX FUNDS S&P 500 ETF SHSNEW | $100,622,400 | $100,622,400 |
| VERACYTE INC COM | $129,327 | $129,327 |
| VERINT SYS INC COM | $422,495 | $422,495 |
| VERRA MOBILITY CORP | $401,026 | $401,026 |
| VIAVI SOLUTIONS INC COM | $228,179 | $228,179 |
| VIPER ENERGY PARTNERS LP COM | $293,098 | $293,098 |
| VISA INC COM CL A STK | $336,767 | $336,767 |
| WALT DISNEY CO | $489,762 | $489,762 |
| WELLS FARGO & CO NEW COM STK | $1,095,815 | $1,095,815 |
| WIDEOPENWEST INC COM | $171,235 | $171,235 |
| WILEY JOHN & SONS INC CL A | $369,220 | $369,220 |
| WILLIS TOWERS WATSON PLC COM USD0.000115 | $422,257 | $422,257 |
| WOLVERINE WORLD WIDE INC COM | $118,841 | $118,841 |
| WOODWARD INC COM | $181,704 | $181,704 |
| ZIFF DAVIS INC COM USD0.001 | $569,710 | $569,710 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $20,111,432 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $20,111,432 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (35 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AG ASIA REALTY HOLDINGS LP | FMV | $191,387 | $191,387 |
| AG REALTY FUND VII (TE), LP | FMV | $105,690 | $105,690 |
| VINTAGE VI OFFSHORE LP | FMV | $6,934,407 | $6,934,407 |
| PRIVATE EQUITY MANAGERS (2020) OFFSHORE SCSP | FMV | $5,779,954 | $5,779,954 |
| PRIVATE EQUITY MANAGERS 2013 OFFSHORE | FMV | $8,776,298 | $8,776,298 |
| PRIVATE EQUITY MANAGERS 2014 OFFSHORE LP | FMV | $7,267,916 | $7,267,916 |
| PRIVATE EQUITY MANAGERS 2015 OFFSHORE LP | FMV | $7,620,380 | $7,620,380 |
| PRIVATE EQUITY MANAGERS 2016 OFFSHORE | FMV | $8,804,729 | $8,804,729 |
| PRIVATE EQUITY MANAGERS 2017 OFFSHORE SCSP | FMV | $25,471,648 | $25,471,648 |
| PRIVATE EQUITY MANAGERS 2018 OFFSHORE SCSP | FMV | $15,098,878 | $15,098,878 |
| PRIVATE EQUITY MANAGERS 2019 OFFSHORE | FMV | $15,733,619 | $15,733,619 |
| PRIVATE EQUITY MANAGERS 2021 OFFSHORE SCSP | FMV | $306,670 | $306,670 |
| BRENTWOOD ASSOCIATES PRIVATE EQUITY IV LP | FMV | $4,828,989 | $4,828,989 |
| PRIVATE CREDIT MANAGERS II OFFSHORE LP | FMV | $9,386,433 | $9,386,433 |
| PRIVATE CREDIT MANAGERS III OFFSHORE LP | FMV | $9,239,593 | $9,239,593 |
| CF ARROWSTREET CAPITAL GLOBAL EQUITY LONG/SHORT FUND LTD | FMV | $8,966,629 | $8,966,629 |
| CF ARTISAN FOCUS DYNAMIC EQUITY SELECT LTD | FMV | $15,259,323 | $15,259,323 |
| CF CANDLESTICK CAYMAN FEEDER LTD CL A | FMV | $7,098,505 | $7,098,505 |
| CF CANTILLON GLOBAL EQTY FD | FMV | $20,630,090 | $20,630,090 |
| CF CANUTE OFFSHORE, LTD | FMV | $10,319,677 | $10,319,677 |
| CF CRABEL SPC LTD A FEE 1 SER 261 FD | FMV | $4,076,863 | $4,076,863 |
| CF DES O HOLDINGS OFFSHORE LTD CLASS NIE-SER8 | FMV | $11,298,114 | $11,298,114 |
| CF EGERTON LG SHORT FD (USD) LTD | FMV | $8,402,233 | $8,402,233 |
| CF EMPYREAN CAPITAL OS ERISA FD LTD | FMV | $6,143,266 | $6,143,266 |
| CF GS ARTISAN DYNAMIC EQUITY ( GLOBAL EQUITY) OFFSHORE LP | FMV | $18,459,153 | $18,459,153 |
| CF GS ONON US EQTY MANGERS PORTFOLIO 4 OFFSHORE LP | FMV | $54,510,253 | $54,510,253 |
| CF HG VORA SPECIAL OPPORTUNITIES FUND, LTD CL A | FMV | $9,783,496 | $9,783,496 |
| CF HH ASIA LTD | FMV | $3,932,995 | $3,932,995 |
| CF HOLOCENE ADVISORS OFFSHORE FUND LTD. CLASS A | FMV | $7,710,986 | $7,710,986 |
| CF MCDONALD DYNAMIC EQUITY SERIE OFFSHORE LP | FMV | $24,619,272 | $24,619,272 |
| CF OAKTREE EMERGING MARKETS EQUITY FUND | FMV | $13,926,129 | $13,926,129 |
| CF ROKOS GBL MACRO FD LTD CLASS B | FMV | $3,675,149 | $3,675,149 |
| CF SILVER POINT CAPITAL OFFSHORE LTD CL | FMV | $8,780,375 | $8,780,375 |
| CF SYSTEMATICA DIVERSIFIED LTD CL A | FMV | $3,870,926 | $3,870,926 |
| CF TWO SIGMA ABSOLUTE RETURN ENHANCED CAYMAN LTD | FMV | $8,516,736 | $8,516,736 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE CONDOMINIUM | $4,653,359 | $4,530,941 | $122,418 |
| FURNITURE AND EQUIPMENT | $690,968 | $583,570 | $107,398 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $2,984 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,984 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST AND DIVIDENDS RECEIVABLE | $30,899 | $27,626 | $27,626 |
| PREPAID TAXES | $61,417 | $61,417 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $72,089 | $9,751 | $63,062 |
| OFFICE COPIER MAILING AND FAX | $10,794 | $486 | $10,438 |
| OFFICE & COMPUTER SUPPLIES | $140,836 | $6,509 | $128,695 |
| GRANT RELATED EXPENSES | $69,000 | $0 | $69,000 |
| DIRECT CHARITABLE | $1,147,849 | $0 | $1,136,844 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT REFUNDS | Desc |
| Revenue And Expenses Per Books | $10,511 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $10,511 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CHANGE IN UNREALIZED GAIN ON SECURITIES (NET OF DEFERRED TAX) | Desc |
| Amt | $60,778,800 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX PAYABLE | $2,685,483 | $3,542,217 |
| CURRENT FEDERAL EXCISE TAX PAYABLE | $55,053 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGERS FEES | $805,757 | $805,757 | $0 |
| CUSTODIAN BANK FEES | $147,751 | $147,751 | $0 |
| CONSULTING & EMPLOYMENT FEES | $213,761 | $0 | $218,540 |
| INVESTMENT ADVISORY FEES | $1,440,543 | $1,440,543 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE AND UNRELATED BUSINESS INCOME TAXES | CategoryTxt |
| Amt | $618,530 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |