AKAMAI FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- AKAMAI FOUNDATION INC (EIN 04-3530777)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202233159349102538
- 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
- Compensation Explanation
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T22:04:09-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 043530777 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Akamai Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Kara DiGiacomo | InCareOfNm |
| Business Name Control | AKAM | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 Broadway | AddressLine1Txt |
| City | Cambridge | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02142 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID NESHAT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | NESHAT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $83,064,869 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,718 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,718 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,190,391 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,190,391 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,727,992 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,389,942 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,727,992 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,921,101 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,921,101 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $455,002 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $236,294 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $218,708 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $67,986 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,527 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,749 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,749 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $125,759 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125,741 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $650,496 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $240,839 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $346,198 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,780,154 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,780,154 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,430,650 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $240,839 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,126,352 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,490,451 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,680,262 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,470,628 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,571,004 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,571,004 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,116,878 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $569,350 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $567,172 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $44,441,523 | CorporateStockBOYAmt |
| Corporate Stock EOY | $66,698,208 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $77,539,047 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $709,131 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $390,049 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $387,646 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $67,738,160 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,228,611 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $83,064,869 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $67,738,160 | RetainedEarningBOYAmt |
| Retained Earning EOY | $72,228,611 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $67,738,160 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $72,228,611 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $67,738,160 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $72,228,611 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $67,738,160 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,490,451 | ExcessRevenueOverExpensesAmt |
| Subtotal | $72,228,611 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $72,228,611 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $31,389,942 | GrossSalesPriceAmt |
| Cost Or Other Basis | $25,661,950 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,727,992 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,727,992 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,727,992 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $92,856 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $92,856 | SubtotalAmt |
| Tax Based On Investment Income | $92,856 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $48,342 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $44,600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $92,942 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $86 | OverpaymentAmt |
| Applied To ES Tax | $86 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kara DiGiacomo | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | AKAMAI TECH INC 145 BROADWAY | AddressLine1Txt |
| City | Cambridge | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02142 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| Natalie Billingham | ||||||||
| 145 Broadway | Cambridge | MA | 02142 | Dir | 1.0 | $0 | $0 | $0 |
| Liz Borowsky | ||||||||
| 145 Broadway | Cambridge | MA | 02142 | Dir | 1.0 | $0 | $0 | $0 |
| George Conrades | ||||||||
| 145 Broadway | Cambridge | MA | 02142 | Dir | 1.0 | $0 | $0 | $0 |
| Jim Gemmell | ||||||||
| 145 Broadway | Cambridge | MA | 02142 | Dir | 1.0 | $0 | $0 | $0 |
| James Hammons | ||||||||
| 145 Broadway | Cambridge | MA | 02142 | Sec | 1.0 | $0 | $0 | $0 |
| F Thomson Leighton | ||||||||
| 145 Broadway | Cambridge | MA | 02142 | Dir | 1.0 | $0 | $0 | $0 |
| Prasad Mandava | ||||||||
| 145 Broadway | Cambridge | MA | 02142 | Dir | 1.0 | $0 | $0 | $0 |
| David Neshat | ||||||||
| 145 Broadway | Cambridge | MA | 02142 | Treas | 1.0 | $0 | $0 | $0 |
| Kim Salem-Jackson | ||||||||
| 145 Broadway | Cambridge | MA | 02142 | Dir | 1.0 | $0 | $0 | $0 |
| Lauren Van Wazer | ||||||||
| 145 Broadway | Cambridge | MA | 02142 | Dir | 1.0 | $0 | $0 | $0 |
| Anthony Williams | ||||||||
| 145 Broadway | Cambridge | MA | 02142 | Pres | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Morgan Stanley | |||||
| 125 High Street 24th Floor | BOSTON | MA | 02110 | Investment Mgmt | $228,365 |
| Collective Next LLC | |||||
| PO Box 3621 | Boston | MA | 02241 | Philanthropic | $197,847 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $102,260 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DANNY LEWIN COMMUNITY CARE DAYS: AKAMAI EMPLOYEES WORK TOGETHER TO HONOR AND CELEBRATE CO-FOUNDER DANNY LEWIN'S SPIRIT BY GIVING BACK TO LOCAL COMMUNITIES AROUND THE WORLD | Description1Txt |
| Expenses1 | $9,000 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $75,437,127 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,644,047 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $82,081,174 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $82,081,174 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,231,218 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $80,849,956 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,042,498 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,042,498 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $92,856 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $92,856 | TotalTaxAmt |
| Distributable Before Adj | $3,949,642 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,949,642 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,949,642 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,126,352 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,126,352 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,949,642 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $241,559 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $2,126,352 | QualifyingDistributionsAmt |
| Applied To Year1 | $241,559 | AppliedToYear1Amt |
| Applied To Current Year | $1,884,793 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $2,064,849 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FOUNDATION SOURCE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WALLS DRIVE 3RD FL | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | PREMIERSUPPORT@FOUNDATIONSOURCE.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | HTTPS://WWW.AKAMAI.COM/US/EN/ABOUT/CORPORATE-RESPONSIBILITY/AKAMAI -FOUNDATION.JSP | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | HTTPS://WWW.AKAMAI.COM/US/EN/ABOUT/CORPORATE-RESPONSIBILITY/AKAMAI -FOUNDATION.JSP | SubmissionDeadlinesTxt |
| Restrictions On Awards | HTTPS://WWW.AKAMAI.COM/US/EN/ABOUT/CORPORATE-RESPONSIBILITY/AKAMAI -FOUNDATION.JSP | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 48IN48 INC | ||||||||||||
| 425 WATER SHADOW LN | ALPHARETTA | GA | 30022 | N/A | PC | General & Unrestricted | $1,000 | |||||
| ACTION IN COMMUNITY THROUGH SERVICE OF PRINCE WILL | ||||||||||||
| PO BOX 74 | DUMFRIES | VA | 22026 | N/A | PC | General & Unrestricted | $1,000 | |||||
| AMERICAN FRIENDS OF NATAL INC | ||||||||||||
| 1120 AVE OF THE AMERICAS | NEW YORK | NY | 10036 | N/A | PC | Emergency Support for Trauma: NATAL Israel's Resilience Center | $15,000 | |||||
| AMERICAN INDIA FOUNDATION | ||||||||||||
| 211 EAST 43RD ST SUITE 1900 | NEW YORK | NY | 10017 | N/A | PC | Vaccination efforts in India | $125,000 | |||||
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO | ||||||||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | N/A | PC | General & Unrestricted | $1,000 | |||||
| AMIGOS OF COSTA RICA INC | ||||||||||||
| PO BOX 748 | WEST CHESTER | PA | 19382 | N/A | PC | MenTe en Accin (Mujeres en Ciencia y Tecnologa) | $26,000 | |||||
| AMINGA YOUTH SPORTS DEVELOPMENT PROGRAM CORPORATIO | ||||||||||||
| 709 SW 2ND LN | POMPANO BEACH | FL | 33060 | N/A | PC | AMINGA Sao Vicente Pilot Program | $2,000 | |||||
| ASIAN AMERICANS ADVANCING JUSTICE -AAJC INC | ||||||||||||
| 1620 L ST NW STE 1050 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $5,000 | |||||
| ASOCIACION ROCKET GIRLS | ||||||||||||
| N/A | NC | Expenditure Responsibility Grant | $33,000 | 50 METROS AL OESTE BAR SAN Lorenzo | DESAMPARADOS | SAN JOSE | CS | 11801 | ||||
| AUTISM WOMENS NETWORK | ||||||||||||
| 5100 VAN DORN ST SUITE | LINCOLN | NE | 68506 | N/A | PC | Autistic People of Color Fund (APOC) | $3,000 | |||||
| BIG SISTER ASSOCIATION OF GREATER BOSTON INC | ||||||||||||
| 20 PARK PLZ STE 1420 | BOSTON | MA | 02116 | N/A | PC | General Operating Support | $2,000 | |||||
| BOSTON CHINATOWN NEIGHBORHOOD CENTER INC | ||||||||||||
| 38 ASH ST | BOSTON | MA | 02111 | N/A | PC | General Operating Support | $7,500 | |||||
| BOSTON PUBLIC LIBRARY FUND INC | ||||||||||||
| 700 BOYLSTON ST | BOSTON | MA | 02116 | N/A | PC | Teen Technology Mentors | $10,000 | |||||
| BOYS AND GIRLS CLUBS OF BOSTON INC | ||||||||||||
| 200 HIGH ST LBBY 3 | BOSTON | MA | 02110 | N/A | PC | Stem/Technology Program | $10,000 | |||||
| BOYS AND GIRLS CLUBS OF DORCHESTER INC | ||||||||||||
| 1135 DORCHESTER AVE | DORCHESTER | MA | 02125 | N/A | PC | STEM program | $10,000 | |||||
| BOYS AND GIRLS CLUBS OF METROWEST INC | ||||||||||||
| 169 PLEASANT ST | MARLBOROUGH | MA | 01752 | N/A | PC | Club Tech at the Framingham Clubhouse | $2,500 | |||||
| BREAKTIME CAFE INC | ||||||||||||
| 170 PORTLAND ST | BOSTON | MA | 02114 | N/A | PC | Double Impact Initiative | $10,000 | |||||
| BROOKVIEW HOUSE INC | ||||||||||||
| 2 BROOKVIEW ST | DORCHESTER | MA | 02124 | N/A | PC | 21st Century Workforce Skills | $10,000 | |||||
| BROOKVIEW HOUSE INC | ||||||||||||
| 2 BROOKVIEW ST | DORCHESTER | MA | 02124 | N/A | PC | 21st Century Careers in STEM | $25,000 | |||||
| CALCULUS PROJECT INC | ||||||||||||
| 168 POND ST | RANDOLPH | MA | 02368 | N/A | PC | The Calculus Project & Leadership Academy | $30,000 | |||||
| CENTER FOR EXCELLENCE IN EDUCATION | ||||||||||||
| 7918 JONES BRANCH DR STE 700 | MCLEAN | VA | 22102 | N/A | PC | Research Science Institute (RSI) and Teacher Enrichment Program (TEP) | $25,000 | |||||
| CHARITIES AID FOUNDATION AMERICA | ||||||||||||
| 225 REINEKERS LN STE 375 | ALEXANDRIA | VA | 22314 | N/A | PC | St. Michael's House Support | $1,850 | |||||
| CHARITIES AID FOUNDATION AMERICA | ||||||||||||
| 225 REINEKERS LN STE 375 | ALEXANDRIA | VA | 22314 | N/A | PC | Stemette Futures for the Stemette Podcast | $10,870 | |||||
| CHARITIES AID FOUNDATION AMERICA | ||||||||||||
| 225 REINEKERS LN STE 375 | ALEXANDRIA | VA | 22314 | N/A | PC | Frankfurter Tafel Support | $2,717 | |||||
| CHARITIES AID FOUNDATION AMERICA | ||||||||||||
| 225 REINEKERS LN STE 375 | ALEXANDRIA | VA | 22314 | N/A | PC | Mnchner Tafel Support | $2,717 | |||||
| CHICKTECH | ||||||||||||
| 921 WASHINGTON ST 820 | PORTLAND | OR | 97205 | N/A | PC | ChickTech: High School: Increasing STEM Education for Underrepresented Youth | $25,000 | |||||
| CHINESE FOR AFFIRMATIVE ACTION | ||||||||||||
| 17 WALTER U LUM PL | SAN FRANCISCO | CA | 94108 | N/A | PC | General & Unrestricted | $5,000 | |||||
| CLEAR PATH FOR VETERANS NEW ENGLAND INC | ||||||||||||
| PO BOX 2073 | DEVENS | MA | 01434 | N/A | PC | General Operating Support | $3,300 | |||||
| CONNECT TO COMPETE INC | ||||||||||||
| 714 W OLYMPIC BLVD STE 924 | LOS ANGELES | CA | 90015 | N/A | PC | Support for Digital Inclusion Programs | $5,000 | |||||
| CORNERSTONES INC | ||||||||||||
| 11150 SUNSET HILLS RD STE 210 | RESTON | VA | 20190 | N/A | PC | Kids and Parents Engage (KAPE) Out-of-School-Time (OST) Learning Enrichment and Career Exploration Programming | $10,000 | |||||
| DOCTOR SONRISAS AC | ||||||||||||
| N/A | PC | INYECTANDO SONRISAS | $5,000 | CUAUHTEMOC 158-B 2DO PISO | CIUDAD DE MEXICO | ALVARO OBREGON | MX | 01090 | ||||
| FFWD | ||||||||||||
| 1004 OREILLY AVE STE A | SAN FRANCISCO | CA | 94129 | N/A | PC | Fast Forward 2021 Demo Day Sponsorship | $11,000 | |||||
| FOOD FOR FREE COMMITTEES INC | ||||||||||||
| 11 INMAN ST | CAMBRIDGE | MA | 02139 | N/A | PC | General & Unrestricted | $5,000 | |||||
| FOR INSPIRATION AND RECOGNITION OF SCIENCE AND TEC | ||||||||||||
| 200 BEDFORD ST | MANCHESTER | NH | 03101 | N/A | PC | FIRST Team & Growth Support | $25,000 | |||||
| FRIENDS NEVER FORGET | ||||||||||||
| PO BOX 6 | BOLTON | MA | 01740 | N/A | PC | Operation Camp Support | $3,400 | |||||
| FUNDACION BANCO DE ALIMENTOS | ||||||||||||
| N/A | PC | General & Unrestricted | $5,000 | LUIS MARIA DRAGO 5530 | SAN MARTIN | BUENOS AIRES | AR | B1650 | ||||
| FUNDACION FUNDAVIDA | ||||||||||||
| N/A | NC | Expenditure Responsibility Grant | $33,000 | CUIDADELA 25 DE JULIO | HATILLO | CS | ||||||
| FUNDACJA EDUKACJNA OLIMPIJSKIE KOLO INFORMATYCZNE | ||||||||||||
| N/A | NC | Expenditure Responsibility Grant | $15,000 | LUCERNY 6 | WARSZAWA | MAZOWIECKIE | PL | 04-687 | ||||
| FUNDACJA MALOPOLSKI UNIWERSYTET DLA DZIECI | ||||||||||||
| N/A | NC | Expenditure Responsibility Grant | $15,000 | UL SWIETEGO STANISLAWA 32 | TRZEBINIA | PL | 32-540 | |||||
| FUNDACJA MAMO PRACUJ | ||||||||||||
| N/A | NC | Expenditure Responsibility Grant | $5,000 | UL ZAMKNIETA 10 LOK 15 | KRAKOW | PL | 30-554 | |||||
| FUNDACJA SARIGATO | ||||||||||||
| N/A | NC | Expenditure Responsibility Grant | $40,000 | UL ADAMA VETULANIEGO 14/2 | KRAKOW | PL | 31-226 | |||||
| FUNDACJA UNIWERSYTET DZIECI | ||||||||||||
| N/A | NC | Expenditure Responsibility Grant | $50,000 | UL MYDLARSKA 4 | KRAKOW | PL | 30-703 | |||||
| GENESYS WORKS | ||||||||||||
| 1721 BROADWAY STE 201 | OAKLAND | CA | 94612 | N/A | PC | Data Analytics Training for Young People of Color | $19,000 | |||||
| GIRLS INCORPORATED OF GREATER ATLANTA | ||||||||||||
| 461 MANGET ST SE | MARIETTA | GA | 30060 | N/A | PC | GIGA Math & English Tutoring Program | $10,000 | |||||
| GIRLS ON THE RUN GREATER BOSTON | ||||||||||||
| 89 S ST | BOSTON | MA | 02111 | N/A | PC | General & Unrestricted | $1,000 | |||||
| GIRLS WHO CODE INC | ||||||||||||
| 28 W 23RD ST 4TH FL | NEW YORK | NY | 10010 | N/A | PC | Summer Immersion Program- UK and Cambridge, MA | $150,000 | |||||
| GIVINGA FOUNDATION INC | ||||||||||||
| 396 WASHINGTON ST NO 307 | WELLESLEY | MA | 02481 | N/A | PC | India and Compassion Fund Matches, Give2Asia and Credit Card Fees fund | $133,000 | |||||
| GLOBAL COMMUNITIES OF HOPE | ||||||||||||
| PO BOX 1205647 | CHULA VISTA | CA | 91912 | N/A | PC | STEM in a Box | $33,000 | |||||
| GLOBALGIVING FOUNDATION INC | ||||||||||||
| 1 THOMAS CIR NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PC | to purchase 600 Computers for 600 Japanese Orphanage fund | $5,000 | |||||
| GLOBALGIVING FOUNDATION INC | ||||||||||||
| 1 THOMAS CIR NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PC | Charitable Event | $5,000 | |||||
| HACK FOUNDATION | ||||||||||||
| 8605 SANTA MONICA BLVD STE 86294 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | Kiddo Byte Support | $5,000 | |||||
| HACK FOUNDATION | ||||||||||||
| 8605 SANTA MONICA BLVD STE 86294 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | Codefy | $2,500 | |||||
| HIDDEN GENIUS PROJECT | ||||||||||||
| 2934 TELEGRAPH AVE | OAKLAND | CA | 94609 | N/A | PC | Intensive Immersion Program, Catalyst Programs, and Community Partners Programming | $50,000 | |||||
| HISPANIC HERITAGE FOUNDATION | ||||||||||||
| 1001 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | N/A | PC | Carmen AI - In-Resident Employer + Gen-Z at the Forefront Virtual Summit | $10,000 | |||||
| INNOVATORS FOR PURPOSE | ||||||||||||
| 825 MAIN ST | ACTON | MA | 01720 | N/A | PC | iFp Studios: 2Blocks - Tools of Curiosity | $25,000 | |||||
| IT WOMEN FOUNDATION INC | ||||||||||||
| 3845 W HIBISCUS ST | WESTON | FL | 33332 | N/A | PC | ITWomen STEM Saturdays | $10,000 | |||||
| LATINO STEM ALLIANCE | ||||||||||||
| 20 MORAINE ST | JAMAICA PLAIN | MA | 02130 | N/A | PC | Project-Based Learning, Robotics and STEM Exploration | $25,000 | |||||
| MAGNET EDUCATIONAL CHOICE ASSOCIATION INC | ||||||||||||
| 1450 NE 2ND AVE STE 352 | MIAMI | FL | 33132 | N/A | PC | NAF Mega Student Industry Conference | $10,000 | |||||
| MASS INSIGHT EDUCATION AND RESEARCH INSTITUTE INC | ||||||||||||
| 69 CANAL ST STE 3 | BOSTON | MA | 02114 | N/A | PC | Equity in Advanced Academics - Mi's Student Supports | $25,000 | |||||
| MASSACHUSETTS INSTITUTE OF TECH | ||||||||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | N/A | PC | MIT Online Science, Technology and Engineering Community | $15,000 | |||||
| MATHEMATICAL ASSOCIATION OF AMERICA INCORPORATED | ||||||||||||
| 1529 18TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | Advancing Young Women in Mathematics | $25,000 | |||||
| MAVERICK LANDING COMMUNITY SERVICESINC | ||||||||||||
| 31 LIVERPOOL ST | EAST BOSTON | MA | 02128 | N/A | PC | Maverick Makers (PRO) | $10,000 | |||||
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | ||||||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $10,000 | |||||
| MONSIGNOR EDWARD PACE HIGH SCHOOL | ||||||||||||
| 15600 NW 32ND AVE | MIAMI GARDENS | FL | 33054 | N/A | PC | Pace STEM Academy | $10,000 | |||||
| MUSEUM OF SCIENCE | ||||||||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | N/A | PC | Accelerating STEM Learning for a Post-Pandemic Future | $40,000 | |||||
| NATIONAL CHILDRENS MUSEUM | ||||||||||||
| 1300 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | N/A | PC | Virtual Field Trips | $12,500 | |||||
| NATIONAL DISABILITY RIGHTS NETWORK INC | ||||||||||||
| 820 1ST ST NE STE 740 | WASHINGTON | DC | 20002 | N/A | PC | General Operating Support | $3,500 | |||||
| NATIONAL MUSEUM OF MATHEMATICS | ||||||||||||
| 134 W 26TH ST RM 4S | NEW YORK | NY | 10001 | N/A | PC | Prime Connection: A Year of Mathematical Immersion with MoMath | $5,000 | |||||
| NEW ENGLAND BLACKS IN PHILANTHROPY | ||||||||||||
| 101 FEDERAL ST | BOSTON | MA | 02110 | N/A | PC | Operating support for Intro to G{Code} | $2,000 | |||||
| NORTHEASTERN UNIVERSITY | ||||||||||||
| 360 HUNTINGTON AVE 250 CP | BOSTON | MA | 02115 | N/A | PC | Akamai Foundation A2M4Tech Fund | $250,000 | |||||
| PROJECT HELPING | ||||||||||||
| 8100 E ARAPAHOE RD STE 303 | CENTENNIAL | CO | 80112 | N/A | PC | Out@Akamai Kynd Kits | $5,000 | |||||
| PROJECT HELPING | ||||||||||||
| 8100 E ARAPAHOE RD STE 303 | CENTENNIAL | CO | 80112 | N/A | PC | General & Unrestricted | $500 | |||||
| PROJECT NEW HOPE INC | ||||||||||||
| 70 JAMES ST STE 157 | WORCESTER | MA | 01603 | N/A | PC | ERG Grant | $3,300 | |||||
| PROSPECT HILL ACADEMY CHARTER SCHOOL FOUNDATION IN | ||||||||||||
| 50 ESSEX ST | CAMBRIDGE | MA | 02139 | N/A | PC | PHA K-12 STEM Digital Inclusion Program | $25,000 | |||||
| RESPECTABILITY | ||||||||||||
| 11333 WOODGLEN DR STE 102 | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $3,500 | |||||
| ROSIES PLACE INC | ||||||||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | N/A | PC | General & Unrestricted | $1,000 | |||||
| ROSIES PLACE INC | ||||||||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | N/A | PC | General Operating Support | $2,000 | |||||
| SAN JOSE CHILDRENS DISCOVERY MUSEUM | ||||||||||||
| 180 WOZ WAY | SAN JOSE | CA | 95110 | N/A | PC | General & Unrestricted | $5,000 | |||||
| SCIENCE & ENGINEERING EDUCATION DEVELOPMENT SEED I | ||||||||||||
| 32 WISTERIA DR | PLAINVILLE | MA | 02762 | N/A | PC | Hands-On Elementary Classroom STEM in Boston Public Schools with Scientists | $20,000 | |||||
| SCIENCE CLUB FOR GIRLS INC | ||||||||||||
| 136 MAGAZINE ST | CAMBRIDGE | MA | 02139 | N/A | PC | Science Club for GirlsMode Programming, Virtual and In-Person | $25,000 | |||||
| SCIENCE ENGINEERING AND MATHEMATICS LINK | ||||||||||||
| 1700 NORTHSIDE DR NW STE A7 PMB 931 | ATLANTA | GA | 30318 | N/A | PC | Digital STEM Learning Opportunities for High School students | $7,500 | |||||
| SCIENCE FROM SCIENTISTS INC | ||||||||||||
| 1 DEANGELO DR STE C | BEDFORD | MA | 01730 | N/A | PC | During-School STEM Distance Learning Program in Greater Boston Title 1 Public School | $10,000 | |||||
| SOCIETY FOR SCIENCE AND THE PUBLIC | ||||||||||||
| 1719 N ST NW | WASHINGTON | DC | 20036 | N/A | PC | Grand Award Category in Mathematics at the Regeneron International Science and Engineering Fair | $50,000 | |||||
| SOCIETY OF WOMEN ENGINEERS | ||||||||||||
| 130 E RANDOLPH ST STE 3500 | CHICAGO | IL | 60601 | N/A | PC | SWE's Outreach Programming FY22 | $2,000 | |||||
| STEAMSPORT INC | ||||||||||||
| 137 VENTURA TRL | STOCKBRIDGE | GA | 30281 | N/A | PC | STEAM For All | $7,500 | |||||
| STEM FROM DANCE | ||||||||||||
| 315 EMPIRE BLVD UNIT 250562 | BROOKLYN | NY | 11225 | N/A | PC | Empowering Girls in STEM Through Dance | $10,000 | |||||
| STUDENT PARTNERSHIP WORLDWIDE INDIA PROJECT TRUST | ||||||||||||
| N/A | NC | Expenditure Responsibility Grant | $40,000 | B-117 2ND FLOOR SARVODAYA ENCLAVE | NEW DELHI | IN | 110017 | |||||
| TECHBRIDGE GIRLS | ||||||||||||
| 114 LINDEN ST | OAKLAND | CA | 94607 | N/A | PC | Expanding Your Horizons Network | $6,000 | |||||
| THE HADANOU COLLECTIVE | ||||||||||||
| 1640 N DOWNING ST APT 102 | DENVER | CO | 80218 | N/A | PC | Asian Girls Ignite | $2,500 | |||||
| YOUTH DEVELOPMENT ORGANIZATION INC | ||||||||||||
| 15 UNION ST STE 563 | LAWRENCE | MA | 01840 | N/A | PC | YDO's STEM Opportunity Pipeline | $20,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,780,154 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,718 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,190,391 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,727,992 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,921,101 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,921,101 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| Short ExplanationShortExplanationTxt |
|---|
| Liz Borowsky |
| **REMOVED FROM FOUNDATION IN 2021 |
| Jim Gemmell |
| *REMOVED FROM FOUNDATION IN 2021 |
| James Hammons |
| **REMOVED FROM FOUNDATION IN 2021 |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (19 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Province Or StateForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FUNDACJA ROZWOJU EDUKACJI MATEMATYCZNEJ | |||||||||||
| UL BRAZYLIJSKA 9A/46 | WARSZAWA | PL | 03-946 | 2020-12-10 | $14,000 | To support the Math Room project | $14,000 | NO | 6/20/2021, 4/25/2022 | NONE NECESSARY | |
| AGASTYA INTERNATIONAL FOUNDATION | |||||||||||
| 101 VARSAV PLZ 12 JAYAMAHAL MN RD | BANGALORE | IN | 560046 | 2019-04-25 | $66,967 | TO SUPPORT MOBILE SCIENCE LAB AND LAB ON A BIKE PROJECTS | $66,967 | NO | 7/27/2021 | NONE NECESSARY | KARNATAKA |
| FUNDACJA MALOPOLSKI UNIWERSYTET DLA DZIE | |||||||||||
| ul Swietego Stanislawa 32 | Trzebinia | PL | 32-540 | 2020-12-01 | $6,865 | To support the We Are The Future project | $6,865 | NO | 6/19/2021, 3/29/2022 | NONE NECESSARY | |
| FUNDACJA EDUKACJA DLA PRZYSZLOSCI | |||||||||||
| ul Hoza 86 | Warsaw | PL | 00-682 | 2020-11-23 | $30,000 | To support Math, Science, and Engineering - Khan Academy and Beyond | $30,000 | NO | 6/15/2021, 4/3/2022 | NONE NECESSARY | |
| ASOCIACION ROCKET GIRLS | |||||||||||
| CALLE 31 31 | SAN JOSE | CS | 10104 | 2020-12-04 | $25,000 | To support the Science and Technology for Girls Project | $25,000 | NO | 7/13/2021, 5/31/2022 | NONE NECESSARY | SAN PEDRO |
| AKSHARA FOUNDATION | |||||||||||
| No 621 5th Main OMBR Layout | Bangalore | IN | 560043 | 2020-11-20 | $50,000 | To support Ganitha Kalika Andolana (GKA) - Math Learning Movement | $31,748 | NO | 8/27/2021 | NONE NECESSARY | |
| FUNDACJA UNIWERSYTET DZIECI | |||||||||||
| ul Mydlarska 4 | Krakow | PL | 30-703 | 2020-12-04 | $50,000 | To support the Children's University in the Classroom project | $50,000 | NO | 11/23/2021 | NONE NECESSARY | |
| FUNDACION FUNDAVIDA | |||||||||||
| CUIDADELA 25 DE JULIO | HATILLO | CS | 2020-12-11 | $40,000 | To support the Empowering at-risk youth through STEM project | $40,000 | NO | 2/10/2022, 7/26/2022 | NONE NECESSARY | ||
| UNITED WAY OF BENGALURU | |||||||||||
| 5 CRIMSON COURT 3RD FLOOR | BENGALURU | IN | 2019-11-20 | $10,000 | TO SUPPORT THE REBUILDING OF COMMUNITIES AFFECTED BY FLOODS IN NORTH KARNATAKA | $10,000 | NO | 10/7/2020, 1/17/2022 | NONE NECESSARY | ||
| SALTROM SALESIAN YOUTH MOVEMENT | |||||||||||
| Rozana Street 5 | KRAKOW | PL | 30-305 | 2019-03-27 | $25,000 | To support the Little Engineer - Transformers in Saltrom Project | $25,000 | NO | 2/1/2021, 2/10/2021, 11/22/2021 | NONE NECESSARY | |
| STUDENT PARTNERSHIP WORLDWIDE INDIA PROJ | |||||||||||
| B-117 2nd Floor Sarvodaya Enclave | New Delhi | IN | 110017 | 2021-12-17 | $40,000 | To support From dreams to reality: STEM for Older Adolescent Girls | NO | EXPECTED IN 2022 | NONE NECESSARY | ||
| FUNDACJA UNIWERSYTET DZIECI | |||||||||||
| ul Mydlarska 4 | Krakow | PL | 30-703 | 2021-10-12 | $50,000 | To support the Children's University in the Classroom project | NO | EXPECTED IN 2022 | NONE NECESSARY | ||
| FUNDACJA SARIGATO | |||||||||||
| UL ADAMA VETULANIEGO 14/2 | KRAKOW | PL | 31-226 | 2021-10-05 | $40,000 | Hakersi Support for digitally excluded kids | $0 | NO | 4/11/2022 | NONE NECESSARY | |
| FUNDACJA MAMO PRACUJ | |||||||||||
| UL ZAMKNIETA 10 LOK 15 | KRAKOW | PL | 30-554 | 2021-10-14 | $5,000 | To support the Do IT, Mommy! project | $1,742 | NO | 5/26/2022 | NONE NECESSARY | |
| FUNDACJA MALOPOLSKI UNIWERSYTET DLA DZIE | |||||||||||
| ul Swietego Stanislawa 32 | Trzebinia | PL | 32-540 | 2021-10-06 | $15,000 | To support STEM Uni | $3,521 | NO | 3/31/2022 | NONE NECESSARY | |
| FUNDACJA EDUKACJNA OLIMPIJSKIE KOLO INFO | |||||||||||
| LUCERNY 6 | WARSZAWA | PL | 04-687 | 2021-10-12 | $15,000 | To support the master of Programming Contest | $0 | NO | 5/25/2022 | NONE NECESSARY | MAZOWIECKIE |
| FUNDACION FUNDAVIDA | |||||||||||
| CUIDADELA 25 DE JULIO | HATILLO | CS | 2021-10-14 | $33,000 | To support the Be All You Can Be: STEAM Training Modules for Girls project | NO | EXPECTED IN 2023 | NONE NECESSARY | |||
| ASOCIACION ROCKET GIRLS | |||||||||||
| CALLE 31 31 | SAN JOSE | CS | 10104 | 2021-10-14 | $33,000 | To support the Launching the Tech Skills of the future project | $11,848 | NO | 5/31/2022 | NONE NECESSARY | SAN PEDRO |
| ASOCIACION ROCKET GIRLS | |||||||||||
| 50 M OESTE DEL BAR SAN LORENZO | SAN JOSE | CS | 10104 | 2019-05-17 | $75,000 | To support the Science and Technology for Girls Project | $75,000 | NO | 11/5/2020, 7/13/2021 | NONE NECESSARY | SAN PEDRO |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON COM INC - 1.500% - 06/0 | $28,693 | $28,133 |
| APPLE INC NOTE CALL MAKE WHOLE | $27,184 | $27,357 |
| BANK OF AMERICA CORP - 2.496% | $28,635 | $28,100 |
| CITIGROUP INC NOTE - 3.668% - | $27,716 | $28,061 |
| COMCAST - 1.950% - 01/15/2031 | $27,801 | $27,467 |
| CVS CAREMARK CORP NOTE - 4.300 | $28,326 | $28,075 |
| ENTERPRISE PRODS OPER LLC - 2. | $18,560 | $18,786 |
| GOLDMAN SACHS - 2.600% - 02/07 | $28,257 | $27,479 |
| JP MORGAN CHASE BANK - 4.203% | $36,195 | $36,944 |
| UNITED STATES TREAS SER AH-202 | $62,713 | $62,062 |
| UNITEDHEALTH GROUP INC - 2.750 | $28,353 | $28,507 |
| VERIZON COMMUNICATIONS INC - 2 | $28,895 | $28,281 |
| WELLS FARGO &CO SER Q MTN - 2. | $18,721 | $18,394 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (276 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10X GENOMICS CLASS A | $51,631 | $45,582 |
| 2U INC | $44,179 | $25,067 |
| ABBVIE INC | $50,131 | $63,773 |
| ABCAM ADR | $98,736 | $118,833 |
| ACCENTURE PLC | $83,679 | $133,485 |
| ACTIVISION BLIZZARD INC | $40,787 | $34,529 |
| ADOBE SYSTEMS, INC | $338,827 | $425,295 |
| ADYEN N.V. | $96,783 | $111,334 |
| AGILENT TECHNOLOGIES INC | $103,464 | $187,908 |
| AGREE REALTY CORP | $25,283 | $26,903 |
| AIA GROUP LTD ADR | $95,971 | $83,059 |
| AIR LEASE CORP | $117,634 | $139,015 |
| ALBEMARLE CP | $56,638 | $121,327 |
| ALCON INC | $93,338 | $133,119 |
| ALEXANDRIA REAL ESTATE EQUITIE | $167,689 | $245,256 |
| ALIGN TECHNOLOGY, INC | $275,724 | $441,625 |
| ALLEGION PLC | $11,894 | $14,171 |
| ALPHABET INC CL A | $502,942 | $877,803 |
| ALPHABET INC CL C | $382,487 | $575,824 |
| AMAZON COM | $560,712 | $706,880 |
| AMER INTERNATIONAL GROUP INC | $20,892 | $27,236 |
| AMERICAN HIGH INCOME TR, CLASS | $1,266,080 | $1,301,472 |
| AMERICAN HOMES 4 RENT | $67,245 | $85,737 |
| AMERICAN TOWER REIT INC | $503,604 | $658,418 |
| AMERISOURCEBERGEN CORP | $32,222 | $45,980 |
| AMETEK INC | $119,618 | $138,953 |
| APARTMENT INCOME REIT CORP | $85,254 | $105,130 |
| APARTMENT INV AND MGMT COMPANY | $86,177 | $42,414 |
| APPLE INC | $425,866 | $626,289 |
| APPLIED MATERIALS INC | $161,919 | $216,370 |
| ASML HOLDING NV NY REG SHS | $257,861 | $436,285 |
| ATLAS COPCO AB A SHS ADR | $97,255 | $114,154 |
| AUTOZONE INC | $93,113 | $165,615 |
| AVATAR HOLDINGS INC. | $42,919 | $68,772 |
| AXALTA COATING SYSTEMS LTD | $48,309 | $52,495 |
| BAIDU.COM - ADR | $144,253 | $139,119 |
| BANK OF AMERICA CORP | $65,787 | $89,870 |
| BANK OF NT BUTTERFIELD AND SON | $59,047 | $76,411 |
| BECTON DICKINSON & CO | $131,447 | $130,770 |
| BERKSHIRE HATHAWAY INC. CLASS | $114,797 | $156,676 |
| BLACK KNIGHT, INC | $168,403 | $189,652 |
| BLOCK INC | $197,507 | $123,878 |
| BOSTON PPTYS INC | $102,133 | $104,353 |
| BOSTON SCIENTIFIC | $131,649 | $143,837 |
| BRISTOL-MYERS SQUIBB CO | $60,346 | $56,177 |
| CAESARS ENTERTAINMENT INC | $89,089 | $91,659 |
| CAMDEN PPTY TR | $102,867 | $143,837 |
| CANADIAN NATL RAILWAY CO | $45,874 | $47,055 |
| CANADIAN NATURAL RESOURCES LTD | $26,290 | $49,686 |
| CAPITAL ONE FINANCIAL CORP | $55,158 | $67,032 |
| CARTER'S INC | $80,633 | $89,985 |
| CATERPILLAR INC | $32,549 | $41,141 |
| CBRE GROUP | $97,169 | $209,641 |
| CD PROJEKT SA | $114,754 | $75,829 |
| CENOVUS ENERGY INC | $24,620 | $24,339 |
| CENTENE CORP | $66,392 | $79,763 |
| CENTERPOINT ENERGY | $32,481 | $44,935 |
| CENTERSPACE | $73,377 | $94,376 |
| CHARLES SCHWAB CORP | $42,403 | $78,465 |
| CHARTER COMMUNICATIONS, INC | $48,263 | $50,854 |
| CHUBB LIMITED | $48,720 | $61,473 |
| CHUGAI PHARMACEUTICAL CO., LTD | $71,004 | $56,377 |
| CIGNA CORPORATION | $90,429 | $103,104 |
| CISCO SYSTEMS INC | $96,847 | $133,330 |
| CIT GROUP INC | $46,184 | $56,320 |
| CITIGROUP INC | $67,211 | $60,390 |
| CME GROUP, INC | $103,575 | $120,398 |
| COCA COLA EUROPEAN PARTNERS PL | $38,173 | $48,995 |
| COGNIZANT TECHNOLOGY SOLUTIONS | $38,608 | $44,715 |
| COINBASE GLOBAL | $140,276 | $138,551 |
| CONOCOPHILLIPS | $73,850 | $119,819 |
| COSTAR GROUP, INC | $223,120 | $227,211 |
| COUNTRY GARDEN SERVICES HOLDIN | $206,163 | $134,159 |
| CRH PLC - AMERICAN DEPOSITARY | $26,352 | $37,118 |
| CRISPR THERAPEUTICS AG | $137,419 | $87,299 |
| CROWN CASTLE INTL | $260,738 | $335,863 |
| CUBESMART | $43,625 | $58,048 |
| CVS CAREMARK CORP | $76,115 | $94,804 |
| DANAHER CORP | $309,046 | $456,666 |
| DEERE CO | $421,944 | $490,333 |
| DEXCOM, INC | $122,315 | $166,991 |
| DIGITAL RLTY TR INC | $85,373 | $106,299 |
| DOCUSIGN INC | $42,530 | $28,025 |
| DOMINION ENERGY INC | $49,520 | $52,557 |
| DOVER CORP | $19,384 | $33,596 |
| DRAFTKINGS | $82,657 | $42,029 |
| DU PONT DE NEMOURS | $81,154 | $89,262 |
| EAST WEST BANCORP, INC | $102,729 | $161,923 |
| EASTGROUP PROPERTIES INC | $181,211 | $269,547 |
| EATON CORP PLC | $45,776 | $83,299 |
| EDITAS MEDICINE INC | $50,739 | $20,789 |
| EDWARDS LIFESCIENCES | $165,240 | $248,606 |
| EMCOR GROUP INC | $79,725 | $134,779 |
| ENN ENERGY HOLDINGS LIMITED | $42,623 | $49,928 |
| EOG RESOURCES INC | $41,980 | $50,189 |
| EPAM SYSTEMS INC | $65,154 | $149,064 |
| EPIROC AB | $66,239 | $73,369 |
| EQUINIX, INC | $335,743 | $466,058 |
| EQUITY LIFESTYLE PRP | $109,660 | $140,607 |
| ESSEX PRTY TR INC | $84,098 | $96,511 |
| ETSY INC | $77,686 | $105,310 |
| EURONET WORLDWIDE INC | $153,122 | $157,781 |
| EVEREST RE GROUP LTD | $22,004 | $26,296 |
| EXACT SCIENCES CORPORATION | $132,616 | $104,370 |
| EXTRA SPACE STORAGE | $42,871 | $62,351 |
| FARFETCH LIMITED | $69,431 | $53,020 |
| FATE THERAPEUTICS INC | $38,714 | $31,478 |
| FEDERAL RLTY INVT TR | $88,520 | $91,607 |
| FIDELITY NATIONAL FINANCIAL IN | $57,549 | $83,227 |
| FIDELITY NATIONAL INFORMATION | $89,985 | $75,204 |
| FIFTH THIRD BANCORP | $18,638 | $38,542 |
| FIRST INDUSTRIAL REALTY TRUST | $154,413 | $216,673 |
| FIRST REPUBLIC BANK | $295,115 | $453,083 |
| FLEETCOR TECHNOLGIES INC | $42,368 | $39,620 |
| FREEPORT-MCMORAN COPPER & GOLD | $55,198 | $62,720 |
| GAMING AND LEISURE PROPERTIES, | $105,174 | $125,251 |
| GEN DYNAMICS CP | $64,090 | $79,844 |
| GENMAB A/S SPON | $71,673 | $76,588 |
| GENPACT LIMITED | $97,047 | $160,461 |
| GLOBAL PAYMENTS INC | $61,924 | $52,585 |
| GOLDMAN SACHS GROUP | $47,986 | $68,859 |
| GRAB HOLDINGS | $41,782 | $36,912 |
| HARDING, LOEVNER FUNDS, INC. E | $3,236,825 | $3,357,616 |
| HARLEY DAVIDSON INC | $14,776 | $15,981 |
| HDFC BANK LTD ADR | $85,978 | $101,509 |
| HEALTHCARE REALTY TRUST | $75,573 | $78,246 |
| HELLOFRESH SE | $82,880 | $77,934 |
| HILTON WORLDWIDE HOLDINGS, INC | $113,975 | $151,466 |
| HOLLYFRONTIER CORP | $25,115 | $25,470 |
| HOST HOTELS & RESORTS INC | $109,198 | $108,601 |
| HOWMET AEROSPACE ORD SHS | $40,269 | $52,297 |
| ICON PLC - AMERICAN DEPOSITARY | $29,369 | $42,739 |
| IDEX CP | $16,009 | $24,341 |
| ILLUMINA INC COM | $185,935 | $197,448 |
| INTELLIA THERAPEUTICS INC | $315,124 | $235,652 |
| INTUITIVE SURGICAL | $81,883 | $111,383 |
| INVITAE CORP | $114,005 | $59,858 |
| INVITATION HOMES INC. | $132,166 | $178,050 |
| IQVIA HOLDINGS INC | $65,764 | $97,338 |
| IRIDIUM COMMUNICATIONS INC | $33,233 | $31,546 |
| ISHARES BARCLAYS TIPS BOND FUN | $1,803,661 | $2,029,086 |
| ISHARES CORE MSCI EMERGING MAR | $3,907,487 | $4,270,951 |
| ISTAR FINANCIAL INC | $71,116 | $73,254 |
| JACOBS ENGINEERING GP | $110,246 | $179,607 |
| JOHNSON & JOHNSON | $149,234 | $173,636 |
| JP MORGAN CHASE | $114,787 | $158,033 |
| KEURIG DR PEPPER INC | $68,759 | $70,476 |
| KEYSIGHT TECHNOLOGIES INC | $100,573 | $220,759 |
| KITE RLTY GROUP TRUST | $131,017 | $139,653 |
| KLA TENCOR CORP | $18,584 | $38,280 |
| KOHLS CORP | $22,520 | $21,830 |
| L'OREAL ADR | $62,369 | $110,878 |
| LABORATORY CORP AMER HLDGS | $109,513 | $205,179 |
| LAM RESEARCH CORP | $28,167 | $58,251 |
| LENNAR CORP | $15,935 | $26,949 |
| LIBERTY MEDIA CORPORATION - SE | $47,958 | $78,291 |
| LKQ CORPORATION | $24,544 | $43,882 |
| LTC PROPERTIES INC | $63,112 | $55,034 |
| MARATHON PETROLEUM CORP | $66,485 | $78,132 |
| MASTERCARD INC | $392,972 | $425,435 |
| MATCH GROUP INC | $113,852 | $122,199 |
| MCKESSON CORP | $32,389 | $52,200 |
| MERCADOLIBRE, INC | $258,564 | $304,738 |
| META PLATFORMS INC | $396,575 | $468,536 |
| MICRON TECHNOLOGY | $63,623 | $91,287 |
| MICROSOFT CORP | $611,297 | $1,065,798 |
| MID-AMERICA APT COMMUNITIES IN | $99,584 | $210,626 |
| MIDDLEBY CORPORATION | $21,433 | $22,234 |
| MISUMI GROUP INC | $40,491 | $49,929 |
| MOHAWK INDS INC | $93,675 | $119,146 |
| NESTE OYJ | $90,710 | $73,059 |
| NETAPP, INC | $17,999 | $25,205 |
| NETEASE.COM INC COM STK | $115,936 | $121,424 |
| NETFLIX INC | $293,998 | $344,596 |
| NEWMONT GOLDCORP CORPORATION | $24,030 | $27,971 |
| NEXPOINT RESIDENTIAL TRUST INC | $94,055 | $135,050 |
| NIKE INC-CL B | $219,609 | $327,507 |
| NORTONLIFELOCK INC | $33,010 | $33,228 |
| NOVARTIS AG ADR | $46,133 | $45,484 |
| NVIDIA CORP | $158,368 | $305,874 |
| NXP SEMICONDUCTORS | $22,295 | $35,534 |
| OTIS WORLDWIDE CORP | $37,030 | $47,889 |
| OWENS CORNING | $19,585 | $25,974 |
| PACIFIC BIOSCIENCES OF CALIF | $34,531 | $27,621 |
| PAGERDUTY ORD SHS | $64,639 | $51,465 |
| PALANTIR TECHNOLOGIES INC | $69,472 | $49,677 |
| PAYPAL HOLDINGS, INC | $130,175 | $97,496 |
| PHYSICIANS REALTY TRUST | $58,906 | $63,514 |
| PINTEREST INC | $114,633 | $59,105 |
| PIONEER NAT RES CO | $38,263 | $60,020 |
| POLARIS INDUSTRIES | $20,876 | $17,586 |
| POSTAL REALTY TRUST INC | $43,342 | $51,975 |
| POTLATCH CORP | $52,929 | $53,355 |
| PROCTER GAMBLE CO | $146,803 | $186,972 |
| PT BANK CENTRAL ASIA TBK | $81,823 | $122,477 |
| PUBLIC STORAGE INC | $180,192 | $196,644 |
| PVH CORP | $89,464 | $91,719 |
| QORVO INC | $44,017 | $52,391 |
| QUALCOMM INC | $78,124 | $102,224 |
| RESTAURANT BRANDS INTL | $12,897 | $13,714 |
| RIVIAN AUTOMOTIVE INC CL A | $66,912 | $68,435 |
| ROBINHOOD | $78,311 | $36,834 |
| ROCHE HOLDING LTD ADR | $109,725 | $130,259 |
| ROKU INC | $230,306 | $163,619 |
| ROPER INDUSTRIES | $62,414 | $95,421 |
| ROSS STORES, INC | $126,269 | $148,335 |
| SAFETY INCOME AND GROWTH INC | $141,918 | $160,658 |
| SALESFORCE.COM | $74,319 | $109,530 |
| SANOFI-AVENTIS SPONSORED ADR | $65,929 | $63,978 |
| SBA COMMUNICATIONS CORP | $147,690 | $178,171 |
| SCHLUMBERGER LTD | $143,704 | $156,429 |
| SCHNEIDER ELEC UNSP/ADR | $73,858 | $118,689 |
| SEI INVESTMENTS | $81,645 | $90,008 |
| SHERWIN-WILLIAMS CO | $171,510 | $255,668 |
| SHOPIFY INC | $100,231 | $92,285 |
| SIMON PPTY GROUP INC | $140,620 | $188,848 |
| SL GREEN REALTY CORP | $62,209 | $54,277 |
| SLM CORP | $82,243 | $164,933 |
| SNAP INC. | $171,331 | $224,098 |
| SONY GROUP CORP | $51,455 | $65,475 |
| SPIRAXSARCO ENGINEERING PLC | $39,059 | $50,673 |
| SPOTIFY TECHNOLOGY SA | $106,737 | $106,952 |
| SS&C TECHNOLOGIES INC | $31,520 | $43,941 |
| STRATASYS, INC | $38,553 | $42,294 |
| SVB FINANCIAL GROUP | $246,182 | $304,530 |
| SYNOPSYS, INC | $73,822 | $160,666 |
| SYSMEX CORP UNSP ASDR | $92,396 | $142,317 |
| T-MOBILE US INC | $42,404 | $39,317 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $256,808 | $267,209 |
| TAPESTRY INC | $20,233 | $27,811 |
| TEAMVIEWER AG | $172,269 | $44,642 |
| TELADOC INC | $193,934 | $125,518 |
| TELECOM SAO PAULO | $55,414 | $49,043 |
| TENCENT HOLDINGS LIMITED | $139,196 | $130,650 |
| TERRENO RLTY CORPCOM | $174,729 | $248,706 |
| TESLA MOTORS INC | $187,266 | $266,309 |
| TEXAS INSTRUMENTS INC | $130,104 | $151,530 |
| THE BLACKSTONE GROUP INC CL A | $174,015 | $307,431 |
| THE TRADE DESK INC | $95,160 | $113,267 |
| THERMO FISHER SCIENTIFIC INC | $99,793 | $148,127 |
| TJX COMPANIES INC | $160,419 | $176,590 |
| TRADEWEB MARKETS INC | $79,145 | $130,783 |
| TRUIST FINANCIAL CORPORATION | $44,514 | $61,536 |
| TWILIO INC | $333,649 | $275,980 |
| TWITTER INC | $107,231 | $75,938 |
| UIPATH ORD SHS CLASS A | $78,893 | $64,436 |
| UNION PACIFIC | $35,364 | $48,371 |
| UNITED RENTALS INC | $35,780 | $57,818 |
| UNITEDHEALTH GROUP INC | $322,980 | $422,300 |
| UNITY SOFTWARE INC | $161,947 | $177,880 |
| US FOODS HOLDING CORPORATION | $37,388 | $34,795 |
| VANGUARD FTSE DEVELOPED MARKET | $5,160,365 | $5,904,783 |
| VANGUARD LG-CAP ETF | $6,703,474 | $9,163,931 |
| VANGUARD SM-CAP ETF | $4,547,575 | $5,115,058 |
| VANGUARD ST BOND ETF | $10,360,636 | $10,166,960 |
| VAT GROUP AG | $55,776 | $97,008 |
| VERACYTE INC | $33,161 | $28,634 |
| VERISK ANALYTICS, INC | $56,806 | $88,976 |
| VERTEX PHARMCTLS INC | $167,708 | $186,440 |
| VERTIV CL A | $30,694 | $32,686 |
| VICI PROPERTIES INC | $90,577 | $106,529 |
| VIRTU FINANCIAL INC | $90,858 | $103,730 |
| WABTEC | $65,451 | $82,162 |
| WALT DISNEY HOLDINGS CO | $270,579 | $263,623 |
| WELLS FARGO & CO | $95,758 | $103,973 |
| WELLTOWER INC. | $119,675 | $137,832 |
| WESTERN ASSET SMASH SERIES C F | $299,187 | $311,091 |
| WESTERN ASSET SMASH SERIES COR | $361,668 | $361,120 |
| WESTERN ASSET SMASH SERIES M F | $258,303 | $249,466 |
| WEYERHAEUSER CO | $88,665 | $101,756 |
| WORKDAY INC | $168,919 | $174,289 |
| WUXI APPTEC CO | $185,359 | $164,849 |
| WUXI BIOLOGICS INC ADR | $197,417 | $160,025 |
| XILINX INC | $63,783 | $120,857 |
| XP INC CL A | $61,099 | $50,870 |
| ZOOM VIDEO COMMUNICATIONS INC | $167,463 | $114,944 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $569,350 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $567,172 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $102,260 | $102,260 | |
| Bank Charges | $18 | $18 | |
| Foundation Dues & Memberships | $13,770 | $13,770 | |
| OFFICE SUPPLIES | $38 | $38 | |
| Postage/Delivery Service | $76 | $76 | |
| State or Local Filing Fees | $519 | $519 | |
| DCA EXPENSES | $9,000 | $9,000 | |
| CREDIT CARD FEES | $78 | $78 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $236,294 | $236,294 | |
| Philanthropic Consulting Srvcs | $218,708 | $218,708 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2021 | $48,100 | |
| 990-PF Extension for 2020 | $800 | |
| 990-T Income Tax for 2020 | $10,500 | |
| Foreign Tax Paid | $4,527 | $4,527 |
| STATE EXTENSION FOR 2020 | $4,000 | |
| STATE INCOME TAX FOR 2020 | $58 | |
| STATE MISCELLANEOUS FEES | $1 |