RITA ALLEN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- RITA ALLEN FOUNDATION (EIN 13-6116429)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-17
- IRS object ID
- 202242909349101209
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-17T16:17:54-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 COMMERCE DRIVE | AddressLine1Txt |
| City | CRANFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07016 | 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 | 136116429 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RITA ALLEN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RITA | BusinessNameControlTxt |
| Phone | 6096838010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 116 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085421116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH CHRISTOPHERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6096838010 | PhoneNum |
| Signature | 2022-10-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | CHRISTOPHERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER PETERMANN | PreparerPersonNm |
| PTIN | P00097440 | PTIN |
| Phone | 9082726200 | PhoneNum |
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 | $219,012,203 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
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 | $5,644 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,644 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,420,465 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,034,622 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,866,265 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $74,076,378 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,048,738 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $586,467 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $341,869 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $23,878,841 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,430,873 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $792,038 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $792,038 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $498,891 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $498,891 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $343,304 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $343,304 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $31,913 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $31,913 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $93,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $93,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,239,837 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,205,886 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,651 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $14,484 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $307,558 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $49,000 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $113,398 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $113,398 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $19,696 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $19,696 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $533,140 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $478,004 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $532,735 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,973,025 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,747,374 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,427,876 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,863,599 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,863,599 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,836,624 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,747,374 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,291,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,042,217 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,683,499 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $74,718 | CashBOYAmt |
| Cash EOY | $23,482 | CashEOYAmt |
| Cash EOYFMV | $23,482 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $21,124,100 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,713,495 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,713,495 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $95,389,758 | CorporateStockBOYAmt |
| Corporate Stock EOY | $88,917,988 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $88,917,988 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $75,559,478 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $115,351,185 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $115,351,185 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,053 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,053 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,053 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $192,154,107 | TotalAssetsBOYAmt |
| Total Assets EOY | $219,012,203 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $219,012,203 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $188,447,399 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $215,251,134 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $3,706,708 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $3,761,069 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $192,154,107 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $219,012,203 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $192,154,107 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $219,012,203 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $192,154,107 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,042,217 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,815,879 | OtherIncreasesAmt |
| Subtotal | $219,012,203 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $219,012,203 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $51,150,678 | $32,286,409 | $18,864,269 | $18,864,269 | |
| INDIA ACORN FUND CAYMAN LTD | $2,000,000 | $1,016,608 | $983,392 | $983,392 | P |
| COLCHIS INCOME FUND, LTD. | $1,810,173 | $1,535,670 | $274,503 | $274,503 | P |
| YORK CREDIT OPPORTUNITIES | $647,018 | $1,272,080 | -$625,062 | -$625,062 | P |
| DALTON INVESTMENTS TRUST - SERIES B | $108,434 | $108,434 | P | ||
| ECHO STREET GOODCO SELECT II LP | $816,897 | $816,897 | P | ||
| FORESITE CAPITAL FUND V,LP | $19,364 | $19,364 | P | ||
| FORESITE CAPITAL OPPORTUNITY FUND V,LP | $6,219 | $6,219 | P | ||
| FUNDSMITH EQUITY FUND, L.P. | -$4,563 | -$4,563 | P | ||
| GQG PARTNERS INTERNATIONAL EQUITY FUND | $819,574 | $819,574 | P | ||
| KABOUTER INTERNATIONAL INSIGHT FUND, LLC | $105,911 | $105,911 | P | ||
| MGG SF EVERGREEN UNLEVERED FUND LP | $41,185 | $41,185 | P | ||
| NEW GENERATION TURNAROUND FUND (DELAWARE) L.P. | $201,741 | $201,741 | P | ||
| NOVALPINA CAPITAL PARTNERS I SCSP | $41,198 | $41,198 | P | ||
| OWLS NEST PARTNERS LONG ONLY FUND, LP | -$9,324 | -$9,324 | P | ||
| RENAISSANCE INSTITUTIONAL EQUITIES FUND LLC | $554,769 | $554,769 | P | ||
| THE OVERLOOK PARTNERS FUND, L.P. | $510,832 | $510,832 | P | ||
| WARBURG PINCUS GLOBAL GROWTH (E&P)-2, L.P. | -$4,910 | -$4,910 | P | ||
| WARBURG PINCUS GLOBAL GROWTH, L.P. | $307 | $307 | P | ||
| WARBURG PINCUS PRIVATE EQUITY XII (FT-2), L.P. | $138,820 | $138,820 | P | ||
| WARBURG PINCUS PRIVATE EQUITY XII (INTERNATIONAL), L.P. | $2,804 | $2,804 | P | ||
| WARBURG PINCUS PRIVATE EQUITY XII, L.P. | $202,378 | $202,378 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,048,738 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $329,201 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $329,201 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $329,201 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $336,234 | 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 | $436,234 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $107,033 | OverpaymentAmt |
| Applied To ES Tax | $107,033 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RITAALLEN.ORG | WebsiteAddressTxt |
| Individual With Books | KARI WILLIAMS TREASURER | IndividualWithBooksNm |
| Phone | 6096838010 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 116 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085421116 | 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 | Yes (1) | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM F GADSDEN | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | CHAIRPERSON OF THE BOARD | 2.00 | $7,000 | $0 | $0 |
| ELIZABETH G CHRISTOPHERSON | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | PRESIDENT & CEO | 40.00 | $484,728 | $75,302 | $0 |
| KARI A WILLIAMS | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | FINANCE, TREASURER | 27.00 | $154,220 | $37,589 | $0 |
| KATHERINE BELYI | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | SECRETARY/PRGMS & KNWL | 31.00 | $130,090 | $18,683 | $0 |
| ANDREW K GOLDEN | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GENEVA OVERHOLSER | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| LANDON Y JONES | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBBERT DIJKGRAAF PHD | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| RODNEY PRIESTLEY PHD | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| SAMUEL S-H WANG PHD | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| SIVAN HONG | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| THE HONORABLE THOMAS H KEAN | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | DIRECTOR | 1.00 | $0 | $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 |
|---|---|---|---|---|---|---|---|---|
| JONATHAN A KARTT | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | PROGRAM AND EVALUATI | 40.00 | $157,802 | $42,681 | $0 |
| JANIE SCURTI | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | EXECUTIVE ASSISTANT | 40.00 | $80,273 | $43,499 | $0 |
| FATU J BADIANE MARKEY | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | SCIENCE PROGRAMS ADM | 40.00 | $87,114 | $34,694 | $0 |
| TAMIKA DAVIS | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | CIVIC SCIENCE NETWOR | 20.00 | $65,590 | $0 | $0 |
| NINA SACHDEV | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | COMMUNICATIONS | 40.00 | $53,868 | $9,743 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 1 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NEW PROVIDENCE ASSET MANAGEMENT LP | |||||
| 570 LEXINGTON AVE 5TH FL | NEW YORK | NY | 10022 | INVESTMENT MANAGEMENT | $431,967 |
| BROWN ADVISORY MANAGEMENT LLC | |||||
| 901 S BOND STREET SUITE 400 | BALTIMORE | MD | 21231 | INVESTMENT MANAGEMENT | $298,878 |
| THE COLONY GROUP LLC | |||||
| 201 WASHINGTON ST 11TH FL | BOSTON | MA | 02108 | INVESTMENT MANAGEMENT | $207,292 |
| SHAKERA GRANT | |||||
| 7428 GARNET DRIVE | JONESBORO | GA | 30236 | PROGRAM CONSULTANT | $102,165 |
| PKF O'CONNOR DAVIES | |||||
| 20 COMMERCE DRIVE SUITE 301 | CRANFORD | NJ | 07016 | AUDIT AND TAX PREPARATION | $57,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE RITA ALLEN FOUNDATION INVESTS IN EMERGING IDEAS IN SCIENCE, SOCIAL INNOVATION, AND INFORMED CIVIC ENGAGEMENT. THE FOUNDATION WORKS WITH GRANT RECIPIENTS TO BUILD CAPACITY BEYOND FINANCIAL SUPPORT, INCLUDING PROVIDING VALUE-ADDED ACTIVITIES THROUGH CONFERENCES, PUBLISHING, AND CONTRIBUTING TO RESEARCH TO HELP GUIDE THE WORK OF EMERGING LEADERS AND ORGANIZATIONS, AS WELL AS OFFERING TECHNICAL ASSISTANCE FOR GRANT RECIPIENTS. IN 2021, THE FOUNDATION HOSTED VIRTUAL MEETINGS OF CURRENT AND FORMER RITA ALLEN FOUNDATION SCHOLARS FOCUSING ON SHARING THEIR SCIENTIFIC RESEARCH, AND THE FOUNDATION CO-ORGANIZED A CONVENING OF RESEARCHERS AND PHILANTHROPISTS TO ADVANCE BASIC RESEARCH IN THE NEUROBIOLOGY OF PAIN. | Description1Txt |
| Expenses1 | $43,306 | Expenses1Amt |
| Description2 | THE RITA ALLEN FOUNDATION IS COMMITTED TO DEVELOPING THE KNOWLEDGE AND COLLABORATION OF THE PHILANTHROPIC SECTOR AND THE FIELDS IN WHICH IT WORKS IN ORDER TO BETTER ADDRESS COMPLEX PROBLEMS. IN 2021, THE FOUNDATION CONDUCTED RESEARCH ON THE INTERACTION BETWEEN SCIENCE, TECHNOLOGY, MEDIA, PHILANTHROPY, AND CIVIL SOCIETY. THIS RESEARCH WAS SHARED VIA A FIELD NEWSLETTER AND PARTICIPATION IN MEETINGS CONVENED WITH THE NATIONAL ACADEMY OF SCIENCES AND OTHER PARTNERS, AS WELL AS AN ARTICLE IN THE STANFORD SOCIAL INNOVATION REVIEW. IN 2021, THE FOUNDATION ALSO ORGANIZED AND SUPPORTED A COHORT OF FELLOWS TO DEVELOP MORE EFFECTIVE SCIENCE COMMUNICATION RESEARCH AND PRACTICE. IN SUPPORT OF THE FELLOWS, THE FOUNDATION DEVELOPED BRIEFING PAPERS, RESOURCE COLLECTIONS, AND A SERIES OF VIRTUAL LEARNING OPPORTUNITIES. THE FOUNDATION ALSO LED AND INVESTED IN DEVELOPING COLLABORATIVE EFFORTS AMONG FUNDERS FOCUSED ON SCIENCE, CIVIC PARTICIPATION, AND AN EFFECTIVE SOCIAL SECTOR. | Description2Txt |
| Expenses2 | $643,938 | 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 | $193,960,914 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,670,663 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $209,631,577 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $209,631,577 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,144,474 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $206,487,103 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,324,355 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,324,355 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $329,201 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $329,201 | TotalTaxAmt |
| Distributable Before Adj | $9,995,154 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $15,088 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,010,242 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,010,242 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,291,475 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,291,475 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,010,242 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,683,934 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,291,475 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,683,934 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $607,541 | 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 | $9,402,701 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (130 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGORA INSTITUTE AT JOHN HOPKINS UNIVERSITY | ||||||||
| 3400 NCHARLES STREET | BALTIMORE | MD | 21218 | N/A | PC | CIVIC SCIENCE FELLOWS | $100,000 | |
| AGU (ADVANCING EARTH AND SPACE SCIENCE) | ||||||||
| 2000 FLORIDA AVE NW | WASHINGTON | DC | 20009 | N/A | PC | GENERAL SUPPORT CONTRIBUTION FOR THRIVING EARTH EXCHANGE | $750 | |
| AGU (ADVANCING EARTH AND SPACE SCIENCE) | ||||||||
| 2000 FLORIDA AVE NW | WASHINGTON | DC | 20009 | N/A | PC | RHYTHMS OF THE LAND: INDIGENOUS KNOWLEDGE, SCIENCE, AND THRIVING TOGETHER IN A CHANGING CLIMATE | $50,000 | |
| AMERICAN ASSOC FOR ADVANCEMENT OF SCIENCE | ||||||||
| 1200 NEW YORK AVENUE NW | WASHINGTON | DC | 20005 | N/A | PC | AAAS LESHNER LEADERSHIP INSTITUTE - EVALUATION AND SYNTHESIS | $29,900 | |
| APLU | ||||||||
| 1220 L ST NW | WASHINGTON | DC | 20005 | N/A | PC | CIVIC SCIENCE FELLOW | $25,000 | |
| ARRL | ||||||||
| 225 MAIN ST | NEWINGTON | CT | 061111400 | N/A | PC | GENERAL OPERATING SUPPORT | $100 | |
| ASPCA | ||||||||
| 520 8TH AVE 7TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ASPIRATION | ||||||||
| PO BOX 880264 | SAN FRANCISCO | CA | 941880264 | N/A | PC | CIVIC SCIENCE STORIES | $20,000 | |
| ASSOCIATION OF SCIENCE-TECHNOLOGY CENTERS | ||||||||
| 818 CONNECTICUT AVE NW 7TH FLOOR | WASHINGTON | DC | 20006 | N/A | PC | GENERAL SUPPORT CONTRIBUTION | $5,000 | |
| AUTISM CARES FOUNDATION | ||||||||
| PO BOX 180 | RICHBORO | PA | 18954 | N/A | PC | GENERAL OPERATING SUPPORT | $100 | |
| BOSTON CHILDREN'S HOSPITAL TRUST | ||||||||
| 401 PARK DRIVE | BOSTON | MA | 02215 | N/A | PC | BLUME HEART CENTER ACT FUND | $13,000 | |
| BOSTON UNIVERSITY COLLEGE OF COMMUNICATION | ||||||||
| 1 SILBER WAY 9TH FLOOR | BOSTON | MA | 02215 | N/A | PC | GENERAL SUPPORT CONTRIBUTION - SCICOMMERS | $7,500 | |
| BOSTON UNIVERSITY COLLEGE OF COMMUNICATION | ||||||||
| 1 SILBER WAY 9TH FLOOR | BOSTON | MA | 02215 | N/A | PC | SCIENCE MISINFORMATION: PREVALENT MISCONCEPTIONS AND EFFECTIVE MITIGATION STRATEGIES | $25,000 | |
| BOSTON UNIVERSITY COLLEGE OF COMMUNICATION | ||||||||
| 1 SILBER WAY 9TH FLOOR | BOSTON | MA | 02215 | N/A | PC | SCICOMMERS | $50,000 | |
| BRANDEIS UNIVERSITY | ||||||||
| 415 SOUTH STREET MAILSTOP 110 | WALTHAM | MA | 02454 | N/A | PC | GENERAL OPERATING SUPPORT | $180,000 | |
| BUCKNELL UNIVERSITY | ||||||||
| 301 MARKET STREET SUITE 2 | LEWISBURG | PA | 17837 | N/A | PC | PROJECT SUPPORT- ANNUAL FUND | $4,000 | |
| BUCKS FOR KIDS | ||||||||
| PO BOX 1711 | DOYLESTOWN | PA | 18901 | N/A | PC | GENERAL OPERATING SUPPORT | $100 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| MC 206-31 351 ARMS LABORATORY | PASADENA | CA | 91125 | N/A | PC | DAVID VAN VALEN 2020 SCHOLAR | $100,000 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | ||||||||
| MC 206-31 351 ARMS LABORATORY | PASADENA | CA | 91125 | N/A | PC | JOSEPH PARKER 2018 SCHOLAR | $110,000 | |
| CIENCIA PUERTO RICO (CENTER FOR A NEW ECONOMY INC FISCAL SPONSOR) | ||||||||
| AV QUISQUEYA | SAN JUAN | PR | 00919 | N/A | PC | CIVIC SCIENCE FELLOW | $100,000 | |
| COLD SPRING HARBOR LABORATORY | ||||||||
| 1 BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | N/A | PC | L. CHEADLE 2021 SCHOLAR-NEUROSCIENCE | $100,000 | |
| COLEYTOWN ELEMENTARY SCHOOL PTA | ||||||||
| 65 EASTON ROAD | WESTPORT | CT | 06880 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| COUNCIL FOR THE ADVANCEMENT OF SCIENCE WRITING | ||||||||
| PO BOX 910 | HEDGESVILLE | WV | 25427 | N/A | PC | PROJECT SUPPORT - SHARON BEGLEY FUND | $5,000 | |
| COUNCIL OF NEW JERSEY GRANTMAKERS | ||||||||
| 101 WEST STATE STREET | TRENTON | NJ | 08608 | N/A | PC | LEADERSHIP GRANT | $2,500 | |
| COUNCIL OF NEW JERSEY GRANTMAKERS | ||||||||
| 101 WEST STATE STREET | TRENTON | NJ | 08608 | N/A | PC | GRANT IN EXCESS OF BASE DUES | $8,790 | |
| COUNCIL OF NEW JERSEY GRANTMAKERS | ||||||||
| 101 WEST STATE STREET | TRENTON | NJ | 08608 | N/A | PC | AMPLIFYING AND DEEPENING PHILANTHROPIC PRACTICE: BOLSTERING NJ FOUNDATIONS' RESPONSES TO DISASTER POST-COVID-19 | $25,000 | |
| COUNCIL ON FOUNDATIONS | ||||||||
| 1255 23RD ST NW SUITE 200 | WASHINGTON | DC | 20037 | N/A | PC | GRANT IN EXCESS OF BASE DUES | $9,000 | |
| DUKE UNIVERSITY SCHOOL OF MEDICINE | ||||||||
| DUMC 2927 | DURHAM | NC | 27710 | N/A | PC | KATE MEYER 2017 SCHOLAR | $100,000 | |
| FEEDING AMERICA | ||||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| FIRST ALASKANS INSTITUTE | ||||||||
| 606 E STREET SUITE 200 | ANCHORAGE | AK | 99501 | N/A | PC | GENERAL SUPPORT CONTRIBUTION | $2,500 | |
| FRED HUTCHINSON CANCER RESEARCH CENTER | ||||||||
| 1100 FAIRVIEW AVE NORTH D1-060 | SEATTLE | WA | 981041024 | N/A | PC | MEGHAN KOCH 2019 SCHOLAR | $100,000 | |
| FRED HUTCHINSON CANCER RESEARCH CENTER | ||||||||
| 1100 FAIRVIEW AVE NORTH D1-060 | SEATTLE | WA | 981041024 | N/A | PC | EMILY HATCH 2018 SCHOLAR | $100,000 | |
| FULBRIGHT US UK FOUNDATION | ||||||||
| 3701 SACRAMENTO STREET 436 | SAN FRANCISCO | CA | 94118 | N/A | PC | GLOBAL CHALLENGES TEACHING AWARD-PANDEMICS | $50,000 | |
| FULBRIGHT US UK FOUNDATION | ||||||||
| 3701 SACRAMENTO STREET 436 | SAN FRANCISCO | CA | 94118 | N/A | PC | CIVIC SCIENCE STORYTELLING FELLOW | $100,000 | |
| FUTURE PROOF INSTITUTE INC | ||||||||
| 3027 SAINT JOHNS AVENUE | JACKSONVILLE | FL | 32205 | N/A | PC | C/CORPS NETWORK DESIGN | $40,000 | |
| GENUNITY (RETHINK CHARITY FISCAL SPONSOR) | ||||||||
| 492 ADAMS MAIL CTR | CAMBRIDGE | MA | 02138 | N/A | PC | BUILDING LIFELONG LEARNING COMMUNITIES FOR CIVIC ACTION | $25,000 | |
| GIVEDIRECTLY INC | ||||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | N/A | PC | PROJECT SUPPORT-GEORGIA GUARANTEED INCOME PROGRAM | $15,000 | |
| GREEN FARMS ACADEMY | ||||||||
| 35 BEACHSIDE AVENUE | WESTPORT | CT | 06880 | N/A | PC | GFA FUND-STEM CURRICULUM AND TEACHING | $15,000 | |
| H LEE MOFFITT CANCER CTR & RESEARCH INST | ||||||||
| 12902 MAGNOLIA DR | TAMPA | FL | 33612 | N/A | PC | VINCENT LUCA 2018 SCHOLAR | $100,000 | |
| HARVARD UNIVERSITY | ||||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | N/A | PC | AMANDA WHIPPLE 2020 SCHOLAR | $110,000 | |
| HOBE SOUND COMMUNITY CHEST | ||||||||
| PO BOX 511 | HOBE SOUND | FL | 334750511 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HOMEFRONT | ||||||||
| 1880 PRINCETON AVENUE | LAWRENCEVILLE | NJ | 08648 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HOMEFRONT | ||||||||
| 1880 PRINCETON AVENUE | LAWRENCEVILLE | NJ | 08648 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HOPEWELL FUND | ||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT CONTRIBUTION - SCIENCE IN SOCIETY FUNDER COLLABORATIVE | $30,000 | |
| HORIZONS NATIONAL | ||||||||
| 120 POST ROAD WEST SUITE 202 | WESTPORT | CT | 06880 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| HOUSING INITIATIVES OF PRINCETON | ||||||||
| 33 MERCER STREET | PRINCETON | NJ | 08540 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| INSTITUTE FOR ADVANCED STUDY | ||||||||
| 1 EINSTEIN DRIVE | PRINCETON | NJ | 08540 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| INTERNATIONAL ASSOCIATION FOR THE STUDY OF PAIN | ||||||||
| 1510 H STREET NW SUITE 600 | WASHINGTON | DC | 200051020 | N/A | PC | GENERAL SUPPORT CONTRIBUTION - PAIN BEAT PODCAST | $5,000 | |
| INTERNATIONAL ASSOCIATION FOR THE STUDY OF PAIN | ||||||||
| 1510 H STREET NW SUITE 600 | WASHINGTON | DC | 200051020 | N/A | PC | EXPANDING THE REACH AND IMPACT OF THE IASP PAIN RESEARCH FORUM CORRESPONDENTS PROGRAM | $25,000 | |
| JOURNAL-ISMS | ||||||||
| PO BOX 8714 | ALEXANDRIA | VA | 22306 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| LENAPE CENTER (NEW YORK FOUNDATION FOR THE ARTS FISCAL SPONSOR) | ||||||||
| 20 JAY STREET SUITE 740 | BROOKLYN | NY | 11201 | N/A | PC | GENERAL SUPPORT CONTRIBUTION | $1,200 | |
| MEDIA IMPACT FUNDERS | ||||||||
| 200 W WASHINGTON SQUARE SUITE 220 | PHILADELPHIA | PA | 19106 | N/A | PC | OPERATIONAL RESERVE FUND | $50,000 | |
| MEDIA IMPACT FUNDERS | ||||||||
| 200 W WASHINGTON SQUARE SUITE 220 | PHILADELPHIA | PA | 19106 | N/A | PC | BUILDING THE KNOWLEDGE AND CAPACITY OF FUNDERS SUPPORTING PUBLIC ENGAGEMENT WITH EVIDENCE | $75,000 | |
| MEMORIAL SLOAN KETTERING | ||||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | N/A | PC | PROJECT-ADULT STEM CELL TRANSPLANT UNIT | $5,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE BOX 701 | NEW YORK | NY | 10065 | N/A | PC | TUOMAS TAMMELA 2020 SCHOLAR | $100,000 | |
| MICHIGAN STATE UNIVERSITY | ||||||||
| 766 SERVICE RD | EAST LANSING | MI | 48824 | N/A | PC | GEOFFROY LAUMET 2020 PAIN SCHOLAR | $50,000 | |
| MPN RESEARCH FOUNDATION | ||||||||
| 180 NORTH MICHIGAN AVE SUITE 1870 | CHICAGO | IL | 60601 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NATIONAL ACADEMY OF SCIENCES | ||||||||
| 500 5TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | GENERAL SUPPORT CONTRIBUTION | $10,000 | |
| NATIONAL ACADEMY OF SCIENCES | ||||||||
| 500 5TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | ADVANCING ANTI-RACISM, DIVERSITY, EQUITY, AND INCLUSION IN STEM ORGANIZATIONS: A CONSENSUS STUDY | $25,000 | |
| NATIONAL ACADEMY OF SCIENCES | ||||||||
| 500 5TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | NATIONAL ACADEMIES SCIENCE COMMUNICATION COLLOQUIUM | $50,000 | |
| NATIONAL ALLIANCE TO END HOMELESSNESS | ||||||||
| 1518 K STREET NW 2ND FLOOR | WASHINGTON | DC | 20005 | N/A | PC | GENERAL SUPPORT CONTRIBUTION | $2,500 | |
| NATIONAL EDUCATION ALLIANCE FOR BORDERLINE PERSONALITY DISORDER | ||||||||
| 52 WHITE BEACHES DR | WASHINGTON | NJ | 07676 | N/A | PC | GENERAL OPERATING SUPPORT | $100 | |
| NETWORK OF VICTIM ASSISTANCE | ||||||||
| 2370 YORK RD SUITE B1 | JAMISON | PA | 18929 | N/A | PC | GENERAL OPERATING SUPPORT | $100 | |
| NEW CANAAN COUNTRY SCHOOL | ||||||||
| 635 FROGTOWN ROAD | NEW CANAAN | CT | 06840 | N/A | PC | STEM CURRICULUM AND TEACHING | $15,000 | |
| NEW JERSEY PERFORMING ARTS CENTER | ||||||||
| ONE CENTER STREET | NEWARK | NJ | 07102 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| NEW VENTURE FUNDSPARC | ||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | N/A | PC | OPEN RESEARCH FUNDERS GROUP (ORFG) | $25,000 | |
| OPEN ENVIRONMENTAL DATA PROJECT (GATHERING FOR OPEN SCIENCE HARDWARE FISCAL | ||||||||
| 38 S 5TH STREET | HUDSON | NY | 12534 | N/A | PC | CIVIC VOICE AND COVID19 RESPONSE: SIDE ENVIRONMENTAL EVENTS | $15,000 | |
| OPEN ENVIRONMENTAL DATA PROJECT (GATHERING FOR OPEN SCIENCE HARDWARE FISCAL | ||||||||
| 38 S 5TH STREET | HUDSON | NY | 12534 | N/A | PC | OEDP CIVIC SCIENCE FELLOW | $25,000 | |
| OPEN RESEARCH FUNDERS GROUP (NEW VENTURE FUND FISCAL SPONSOR) | ||||||||
| 734 15TH STREET NW | WASHINGTON | DC | 200051029 | N/A | PC | CIVIC SCIENCE FELLOW, OPEN & EQUITABLE MODEL FUNDING | $100,000 | |
| PEOPLE & STORIES | ||||||||
| 295 EGGERTS CROSSING ROAD | LAWRENCEVILLE | NJ | 08648 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PHILANTHROPY FOR ACTIVE CIVIC ENGAGEMENT | ||||||||
| 1717 RHODE ISLAND AVE NW 700 | WASHINGTON | DC | 20036 | N/A | PC | LANGUAGE PERCEPTION PROJECT | $50,000 | |
| PHILANTHROPY NY | ||||||||
| 1500 BROADWAY 7TH FLOOR | NEW YORK | NY | 10036 | N/A | PC | GRANT IN EXCESS OF BASE DUES | $450 | |
| PHILANTHROPY NY | ||||||||
| 1500 BROADWAY 7TH FLOOR | NEW YORK | NY | 10036 | N/A | PC | GRANT IN EXCESS OF BASE DUES | $450 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 1033 MASSACHUSETTS AVENUE 5TH FL | CAMBRIDGE | MA | 02138 | N/A | PC | CIVIC SCIENCE FELLOW | $25,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 1033 MASSACHUSETTS AVENUE 5TH FL | CAMBRIDGE | MA | 02138 | N/A | PC | MISINFORMATION REVIEW | $50,000 | |
| PRINCETON-BLAIRSTOWN CENTER | ||||||||
| 13 ROSZEL ROAD SUITE 204A | PRINCETON | NJ | 08540 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| PULITZER CENTER | ||||||||
| 1779 MASSACHUSETTS AVE NW SUITE 615 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| RESEARCHAMERICA | ||||||||
| 241 18TH STREET SOUTH SUITE 501 | ALEXANDRIA | VA | 22202 | N/A | PC | STRAIGHT TALK: FIGHTING HEALTH THREATS FASTER | $20,000 | |
| RESEARCHAMERICA | ||||||||
| 241 18TH STREET SOUTH SUITE 501 | ALEXANDRIA | VA | 22202 | N/A | PC | CIVIC ENGAGEMENT MICROGRANTS EVALUATION AND EARLY-CAREER SUMMIT | $50,000 | |
| RESEARCHAMERICA | ||||||||
| 241 18TH STREET SOUTH SUITE 501 | ALEXANDRIA | VA | 22202 | N/A | PC | CIVIC ENGAGEMENT MICROGRANTS (2020-2022) | $100,000 | |
| RESEARCH4IMPACT | ||||||||
| 2001 W COLD SPRING LANE 516 | BALTIMORE | MD | 21209 | N/A | PC | CREATION & IMPACT OF COLLABORATIONS BETWEEN SCIENTISTS & CIVIC LEADER | $100,000 | |
| ROCKEFELLER PHILANTHROPY ADVISORS | ||||||||
| 575 MARKET STREET SUITE 3625 | SAN FRANCISCO | CA | 94105 | N/A | PC | FUND FOR SHARED INSIGHT | $100,000 | |
| ROSALIND FRANKLIN SOCIETY | ||||||||
| 140 HUGUENOT STREET | NEW ROCHELLE | NY | 10801 | N/A | PC | RFS / MAL AWARD IN SCIENCE | $50,000 | |
| ROYAL CONCERTGEBOUW ORCHESTRA FUND (RCO FUND) AT THE NETHERLANDS-AMERICAN F | ||||||||
| 505 8TH AVE SUITE 12A-05 | NEW YORK | NY | 10018 | N/A | PC | RCO GENERAL OPERATING SUPPORT | $10,000 | |
| SCIENCE PHILANTHROPY ALLIANCE (NEW VENTURE FUND FISCAL SPONSOR) | ||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | N/A | PC | GENERAL SUPPORT CONTRIBUTION | $10,000 | |
| SCIENCE PHILANTHROPY ALLIANCE (NEW VENTURE FUND FISCAL SPONSOR) | ||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | N/A | PC | SCIENCE PHILANTHROPY ALLIANCE-CIVIC SCIENCE FELLOW | $100,000 | |
| SCIENCE PHILANTHROPY ALLIANCE (NEW VENTURE FUND FISCAL SPONSOR) | ||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | N/A | PC | SCIENCE PHILANTHROPY ALLIANCE | $100,000 | |
| SCIENCE PHILANTHROPY ALLIANCE (NEW VENTURE FUND FISCAL SPONSOR) | ||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | N/A | PC | SCIENCE PHILANTHROPY ALLIANCE | $100,000 | |
| SCIENCECOUNTS INC | ||||||||
| 1735 20TH STREET NW | WASHINGTON | DC | 20009 | N/A | PC | ASSESSING HOW AMERICANS WANT TO PARTICIPATE IN SCIENCE | $50,000 | |
| SIGMA XI THE SCIENTIFIC RESEARCH HONOR SOCIETY | ||||||||
| PO BOX 13975 | RESEARCH TRIANGLE PARK | NC | 27709 | N/A | PC | CIVIC SCIENCE FELLOW, SCIENCE POLICY AND ENGAGEMENT | $100,000 | |
| SMITHSONIAN GARDENS ARCHIVES OF AMERICAN GARDENS | ||||||||
| PO BOX 37012 | WASHINGTON | DC | 200137012 | N/A | PC | ARCHIVES OF AMERICAN GARDENS PROJECT | $3,500 | |
| SOLUTIONS JOURNALISM NETWORK INC | ||||||||
| 79 MADISON AVENUE 2ND FLOOR | NEW YORK | NY | 10016 | N/A | PC | ADVANCING EQUITY & INCLUSION IN SOLUTIONS JOURNALISM | $75,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| ADMINISTRATION MS 272 ROOM C-7045K | MEMPHIS | TN | 381053678 | N/A | PC | LINDSAY SCHWARZ 2018 SCHOLAR | $100,000 | 262 DANNY THOMAS PLACE |
| STANFORD UNIVERSITY | ||||||||
| OFFICE OF THE PRESIDENT BUILDING 10 | STANFORD | CA | 94305 | N/A | PC | COVID-19 FUND TO RETAIN CLINICAL SCIENTISTS | $50,000 | |
| STANFORD UNIVERSITY | ||||||||
| OFFICE OF THE PRESIDENT BUILDING 10 | STANFORD | CA | 94305 | N/A | PC | LAUREN O'CONNELL 2019 SCHOLAR | $100,000 | |
| STANFORD UNIVERSITY | ||||||||
| OFFICE OF THE PRESIDENT BUILDING 10 | STANFORD | CA | 94305 | N/A | PC | G. HONG 2021 SCHOLAR-NEUROSCIENCE | $100,000 | |
| STONY BROOK FOUNDATION | ||||||||
| 230 ADMINISTRATION STONY BROOK | STONY BROOK | NY | 11794 | N/A | PC | CIVIC SCIENCE FELLOW: CHRONIC PAIN | $42,344 | UNIVERSITY |
| THE 19TH NEWS | ||||||||
| 3267 BEE CAVES RD | AUSTIN | TX | 78746 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| THE ANDREW K DWYER FOUNDATION | ||||||||
| 108 BASSETT CREEK TRAIL | HOBE SOUND | FL | 33455 | N/A | PC | GENERAL OPERATING SUPPORT | $3,500 | |
| THE ASPEN INSTITUTE | ||||||||
| 2300 N ST NW | WASHINGTON | DC | 20037 | N/A | PC | ASPEN INSTITUTE CIVIC SCIENCE FELLOW - OUR FUTURE IS SCIENCE | $15,000 | |
| THE ASPEN INSTITUTE | ||||||||
| 2300 N ST NW | WASHINGTON | DC | 20037 | N/A | PC | BUILDING A GLOBAL CIVIC SCIENCE COALITION BY AND FOR COMMUNITIES | $35,000 | |
| THE ASPEN INSTITUTE | ||||||||
| 2300 N ST NW | WASHINGTON | DC | 20037 | N/A | PC | ASPEN INSTITUTE CIVIC SCIENCE FELLOW - OUR FUTURE IS SCIENCE | $100,000 | |
| THE COMMUNICATIONS NETWORK | ||||||||
| 1717 N NAPER BLVD SUITE 102 | NAPERVILLE | IL | 60563 | N/A | PC | GENERAL SUPPORT CONTRIBUTION | $25,000 | |
| THE DAILY PENNSYLVANIAN | ||||||||
| 4015 WALNUT ST 2ND FL | PHILADELPHIA | PA | 19104 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| THE JOHN HOPKINS UNIVERSITY | ||||||||
| JOHNS HOPKINS UNIVERSITY 242 | BALTIMORE | MD | 21218 | N/A | PC | JOSHUA MODELL MILTON CASSEL SCHOLAR GRANT-IMMUNOLOGY | $110,000 | GARLAND HALL 3400 N CHARLES STREET |
| THE MAGNUM CULTURAL FOUNDATION | ||||||||
| 59 E 4TH STREET 7W | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING SUPPORT | $200 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY | ||||||||
| OFFICE OF THE CHANCELLOR 200 | BERKELEY | CA | 94704 | N/A | PC | STEPHAN LAMMEL 2017 SCHOLAR | $100,000 | CALIFORNIA HALL 1500 |
| THE ROCKEFELLER UNIVERSITY | ||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | JEREMY ROCK 2020 SCHOLAR | $100,000 | |
| THE ROCKEFELLER UNIVERSITY | ||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | LI ZHAO 2019 SCHOLAR | $100,000 | |
| THE ROCKEFELLER UNIVERSITY | ||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | VIVIANA RISCA 2021 SCHOLAR-CANCER | $100,000 | |
| TRENTON HEALTH TEAM | ||||||||
| ONE STATE STREET 4TH FLOOR | TRENTON | NJ | 08608 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| UMASS MEMORIAL FOUNDATION INC (UNIVERSITY OF MASSACHUSETTS MEDICAL SCHOOL) | ||||||||
| ONE BIOTECH 365 PLANTATION ST STE | WORCESTER | MA | 01605 | N/A | PC | PAUL GREER 2018 SCHOLAR | $100,000 | 100 |
| UNITED JEWISH APPEAL | ||||||||
| 130 EAST 59TH ST | NEW YORK | NY | 10022 | N/A | PC | HOMES FOR AGED | $90,000 | |
| UNITED STATES ASSOCIATION FOR THE STUDY OF PAIN | ||||||||
| 7 GLADDEN ROAD | ANNAPOLIS | MD | 21401 | N/A | PC | US ASSOCIATION FOR THE STUDY OF PAIN PARTNERSHIP | $10,000 | |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | ||||||||
| 9500 GILMAN DRIVE MAIL CODE 0009 | LA JOLLA | CA | 920930009 | N/A | PC | DR. MATTHEW BANGHART 2019 SCHOLAR | $100,000 | |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | ||||||||
| 9500 GILMAN DRIVE MAIL CODE 0009 | LA JOLLA | CA | 920930009 | N/A | PC | RICHARD DANEMAN 2017 SCHOLAR | $110,000 | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 2074 FLEMING ADMINISTRATION | ANN ARBOR | MI | 48109 | N/A | PC | MONICA DUS 2016 SCHOLAR | $110,000 | BUILDING 503 THOMPSON STREET |
| UNIVERSITY OF OREGON FOUNDATION | ||||||||
| 1585 E 13TH AVE | EUGENE | OR | 97403 | N/A | PC | GENERAL SUPPORT CONTRIBUTION | $25,000 | |
| UNIVERSITY OF RHODE ISLAND FOUNDATION | ||||||||
| 79 UPPER COLLEGE ROAD | KINGSTON | RI | 02881 | N/A | PC | 2021 INCLUSIVE SCICOMM SYMPOSIUM | $15,000 | |
| UNIVERSITY OF TEXAS FOUNDATION | ||||||||
| 800 WEST CAMPBELL ROAD | RICHARDSON | TX | 75080 | N/A | PC | DR. MICHAEL BURTON 2019 PAIN SCHOLAR | $50,000 | |
| UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER | ||||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | N/A | PC | ANDREW SHEPHERD 2020 SCHOLAR | $50,000 | |
| UNIVERSITY OF WISCONSIN | ||||||||
| 240 AGRICULTURAL HALL 1450 LINDEN | MADISON | WI | 53706 | N/A | PC | CIVIC SCIENCE FELLOWS PROGRAM WORK | $21,815 | DRIVE |
| UNIVERSITY OF WISCONSIN | ||||||||
| 240 AGRICULTURAL HALL 1450 LINDEN | MADISON | WI | 53706 | N/A | PC | NATIONAL ACADEMIES CIVIC SCIENCE FELLOW | $50,000 | DRIVE |
| WASHINGTON UNIVERSITY IN ST LOUIS | ||||||||
| CAMPUS BOX 1192 | ST LOUIS | MO | 63130 | N/A | PC | DR. MEAGHAN CREED 2019 PAIN SCHOLAR | $50,000 | |
| WEILL CORNELL MEDICAL COLLEGE | ||||||||
| 1300 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | LISTON, CONOR 2017 SCHOLAR | $100,000 | |
| WGBH EDUCATIONAL FOUNDATION | ||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | N/A | PC | SCIENCE FILMMAKING COMMUNITY LANDSCAPE ANALYSIS | $75,000 | |
| WILLIAMS COLLEGE ALUMNI FUND | ||||||||
| 75 PARK ST | WILLIAMSTOWN | MA | 01267 | N/A | PC | GENERAL OPERATING SUPPORT | $100 | |
| WRIGHTSTOWN FRIENDS NURSERY SCHOOL | ||||||||
| C/O 90 STEEPLECHASE DR | DOYLESTOWN | PA | 18901 | N/A | PC | GENERAL OPERATING SUPPORT | $100 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 208229 | NEW HAVEN | CT | 065208229 | N/A | PC | GRACE CHEN 2020 SCHOLAR | $100,000 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 208229 | NEW HAVEN | CT | 065208229 | N/A | PC | ELLEN FOXMAN 2021 SCHOLAR - IMMUNOLOGY | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,863,599 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGORA INSTITUTE AT JOHNS HOPKINS UNIVERSITY | ||||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | N/A | PC | CIVIC SCIENCE FELLOWS | $18,750 | |
| AGORA INSTITUTE AT JOHNS HOPKINS UNIVERSITY | ||||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | N/A | PC | CIVIC SCIENCE FELLOWS | $68,750 | |
| APLU | ||||||||
| 1220 L ST NW SUITE 1000 | WASHINGTON | DC | 20005 | N/A | PC | CIVIC SCIENCE FELLOW | $5,000 | |
| APLU | ||||||||
| 1220 L ST NW SUITE 1000 | WASHINGTON | DC | 20005 | N/A | PC | CIVIC SCIENCE FELLOW | $20,000 | |
| ASPEN INSTITUTE | ||||||||
| 2300 N ST NW | WASHINGTON | DC | 20037 | N/A | PC | ASPEN INSTITUTE CIVIC SCIENCE FELLOW - OUR FUTURE IS SCIENCE | $5,750 | |
| ASPEN INSTITUTE | ||||||||
| 2300 N ST NW | WASHINGTON | DC | 20037 | N/A | PC | ASPEN INSTITUTE CIVIC SCIENCE FELLOW - OUR FUTURE IS SCIENCE | $9,250 | |
| ASPEN INSTITUTE | ||||||||
| 2300 N ST NW | WASHINGTON | DC | 20037 | N/A | PC | ASPEN INSTITUTE CIVIC SCIENCE FELLOW - OUR FUTURE IS SCIENCE - CSAC | $10,000 | |
| BOSTON UNIVERSITY COLLEGE OF COMMUNICATION | ||||||||
| 1 SILBER WAY 9TH FLOOR | BOSTON | MA | 02215 | N/A | PC | SCIENCE MISINFORMATION: PREVALENT MISCONCEPTIONS AND EFFECTIVE MITIGATION STRATEGIES | $5,000 | |
| BOSTON UNIVERSITY COLLEGE OF COMMUNICATION | ||||||||
| 1 SILBER WAY 9TH FLOOR | BOSTON | MA | 02215 | N/A | PC | SCIENCE MISINFORMATION: PREVALENT MISCONCEPTIONS AND EFFECTIVE MITIGATION STRATEGIES | $20,000 | |
| CIENCIA PUERTO RICO (CENTER FOR A NEW ECONOMY INC FISCAL SPONSOR) | ||||||||
| AV QUISQUEYA | SAN JUAN | PR | 00919 | N/A | PC | CIVIC SCIENCE FELLOW | $18,750 | |
| CIENCIA PUERTO RICO (CENTER FOR A NEW ECONOMY INC FISCAL SPONSOR) | ||||||||
| AV QUISQUEYA | SAN JUAN | PR | 00919 | N/A | PC | CIVIC SCIENCE FELLOW | $68,750 | |
| FULBRIGHT US UK FOUNDATION | ||||||||
| 3701 SACRAMENTO STREET 436 | SAN FRANCISCO | CA | 94118 | N/A | PC | CIVIC SCIENCE STORYTELLING FELLOW | $18,750 | |
| FULBRIGHT US UK FOUNDATION | ||||||||
| 3701 SACRAMENTO STREET 436 | SAN FRANCISCO | CA | 94118 | N/A | PC | CIVIC SCIENCE STORYTELLING FELLOW | $68,750 | |
| FUTURE PROOF INSTITUTE | ||||||||
| 3027 SAINT JOHNS AVE | JACKSONVILLE | FL | 32205 | N/A | PC | C/CORPS NETWORK DESIGN | $60,000 | |
| GENUNITY (RETHINK CHARITY FISCAL SPONSOR) | ||||||||
| 492 ADAMS MAIL CTR | CAMBRIDGE | MA | 02138 | N/A | PC | BUILDING LIFELONG LEARNING COMMUNITIES FOR CIVIC ACTION | $25,000 | |
| KAISER FAMILY FOUNDATION | ||||||||
| 185 BERRY STREET SUITE 2000 | SAN FRANCISCO | CA | 94107 | N/A | PC | BCBS OF MASSACHUSETTS FOUNDATION HEALTH COVERAGE FELLOWSHIP | $10,000 | |
| MEDIA IMPACT FUNDERS | ||||||||
| 200 W WASHINGTON SQUARE SUITE 220 | PHILADELPHIA | PA | 19106 | N/A | PC | BUILDING THE KNOWLEDGE AND CAPACITY OF FUNDERS SUPPORTING PUBLIC ENGAGEMENT WITH EVIDENCE | $75,000 | |
| NATIONAL ACADEMY OF SCIENCES | ||||||||
| 500 5TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | ADVANCING ANTI-RACISM, DIVERSITY, EQUITY, AND INCLUSION IN STEM ORGANIZATIONS: A CONSENSUS STUDY | $25,000 | |
| NATIONAL ACADEMY OF SCIENCES | ||||||||
| 500 5TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | NATIONAL ACADEMIES SCIENCE COMMUNICATION COLLOQUIUM | $50,000 | |
| NATIONAL ACADEMY OF SCIENCES | ||||||||
| 500 5TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | SPONSOR INFLUENCES ON THE QUALITY AND INDEPENDENCE OF HEALTH RESEARCH: A WORKSHOP | $50,000 | |
| OPEN RESEARCH FUNDERS GROUP (NVF AS FS) | ||||||||
| 734 15TH STREET NW | WASHINGTON | DC | 200051029 | N/A | PC | CIVIC SCIENCE FELLOW, OPEN & EQUITABLE MODEL FUNDING | $87,500 | |
| PACE (PHILANTHROPY FOR ACTIVE CIVIC ENGAGEMENT) | ||||||||
| 1717 RHODE ISLAND AVE NW SUITE 700 | WASHINGTON | DC | 20036 | N/A | PC | LANGUAGE PERCEPTION PROJECT | $25,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 1033 MASSACHUSETTS AVENUE 5TH FL | CAMBRIDGE | MA | 02138 | N/A | PC | CIVIC SCIENCE FELLOW | $5,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 1033 MASSACHUSETTS AVENUE 5TH FL | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL SUPPORT CONTRIBUTION | $10,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 1033 MASSACHUSETTS AVENUE 5TH FL | CAMBRIDGE | MA | 02138 | N/A | PC | CIVIC SCIENCE FELLOW | $20,000 | |
| SCIENCE PHILANTHROPY ALLIANCE (NEW VENTURE FUND FISCAL SPONSOR) | ||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | N/A | PC | CIVIC SCIENCE FELLOW | $18,750 | |
| SCIENCE PHILANTHROPY ALLIANCE (NEW VENTURE FUND FISCAL SPONSOR) | ||||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | N/A | PC | CIVIC SCIENCE FELLOW | $68,750 | |
| SIGMA XI THE SCIENTIFIC RESEARCH HONOR SOCIETY | ||||||||
| PO BOX 13975 | RESEARCH TRIANGLE PARK | NC | 27709 | N/A | PC | CIVIC SCIENCE FELLOW, SCIENCE POLICY & ENGAGEMENT | $100,000 | |
| UNIVERSITY OF WISCONSIN | ||||||||
| 240 AGRICULTURAL HALL 1450 LINDEN | MADISON | WI | 53706 | N/A | PC | NATIONAL ACADEMIES CIVIC SCIENCE FELLOW | $7,855 | DRIVE |
| UNIVERSITY OF WISCONSIN | ||||||||
| 240 AGRICULTURAL HALL 1450 LINDEN | MADISON | WI | 53706 | N/A | PC | NATIONAL ACADEMIES CIVIC SCIENCE FELLOW | $100,000 | DRIVE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,075,355 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,644 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,420,465 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $560,031 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,866,265 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| GRANT REFUNDS | 01 | $15,088 |
| OTHER MISCELLANEOUS INCOME | 01 | $855 |
| PAID FAMILY LEAVE REFUND | 01 | $10,493 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,878,841 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,878,841 | TotalIncomeProducingActyAmt |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING | $36,000 | $0 | $36,000 |
| FINANCIAL STATEMENT AUDIT AND TAX RETURNS PREPARATION | $57,250 | $0 | $57,250 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (133 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES (ABT) 3079 SHARES | $433,338 | $433,338 |
| ABBVIE INC (ABBV) 5057 SHARES | $684,718 | $684,718 |
| ACCENTURE PLC (ACN) 4055 SHARES | $1,681,000 | $1,681,000 |
| ADOBE INC (ADBE) 673 SHARES | $381,631 | $381,631 |
| AERCAP HOLDINGS NV (AER) 8678 SHARES | $567,715 | $567,715 |
| AGILENT TECHNOLOGIES INC (A) 2448 SHARES | $390,823 | $390,823 |
| AIRBNB INC (ABNB) 1821 SHARES | $303,178 | $303,178 |
| ALIBABA GROUP HOLDING LTD (BABA) 3048 SHARES | $362,072 | $362,072 |
| ALIGN TECHNOLOGY INC (ALGN) 221 SHARES | $145,237 | $145,237 |
| ALPHABET INC (GOOG) 1473 SHARES | $4,264,259 | $4,264,259 |
| AMAZON.COM INC (AMZN) 832 SHARES | $2,774,171 | $2,774,171 |
| AMERICAN TOWER CORP (AMT) 2153 SHARES | $629,752 | $629,752 |
| AMERIPRISE FINANCIAL INC (AMP) 6771 SHARES | $2,042,540 | $2,042,540 |
| ANALOG DEVICES INC (ADI) 4712 SHARES | $828,228 | $828,228 |
| ANTHEM INC (ANTM) 1776 SHARES | $823,247 | $823,247 |
| APPLE INC (AAPL) 19425 SHARES | $3,449,297 | $3,449,297 |
| APPLIED MATERIALS INC (AMAT) 2581 SHARES | $406,146 | $406,146 |
| APPLOVIN CORP (APP) 5089 SHARES | $479,689 | $479,689 |
| APTIV PLC (APTV) 2065 SHARES | $340,622 | $340,622 |
| ASML HOLDING NV (ASML) 100 SHARES | $79,614 | $79,614 |
| AUTODESK INC (ADSK) 934 SHARES | $262,631 | $262,631 |
| AUTOMATIC DATA PROCESSING INC (ADP) 3814 SHARES | $940,456 | $940,456 |
| BANK OF AMERICA CORP (BAC) 40731 SHARES | $1,812,122 | $1,812,122 |
| BECTON DICKINSON AND CO (BDX) 3689 SHARES | $194,595 | $194,595 |
| BED BATH & BEYOND INC (BBBY) 17053 SHARES | $248,633 | $248,633 |
| BERKSHIRE HATHAWAY INC (BRK/B) 4323 SHARES | $1,292,576 | $1,292,576 |
| BEST BUY CO INC (BBY) 5245 SHARES | $532,892 | $532,892 |
| BLACKSTONE INC (BX) 11220 SHARES | $1,451,756 | $1,451,756 |
| BLOCK INC (SQ) 1637 SHARES | $264,392 | $264,392 |
| BOOKING HOLDINGS INC (BKNG) 391 SHARES | $938,099 | $938,099 |
| BRIGHT HORIZONS FAMILY SOLUTIO (BFAM) 3245 SHARES | $408,481 | $408,481 |
| CANADIAN NATIONAL RAILWAY CO (CNI) 3002 SHARES | $368,826 | $368,826 |
| CARLYLE GROUP INC/THE (CG) 7320 SHARES | $401,868 | $401,868 |
| CARMAX INC (KMX) 7397 SHARES | $963,311 | $963,311 |
| CARRIER GLOBAL CORP (CARR) 12858 SHARES | $697,418 | $697,418 |
| CATALENT INC (CTLT) 1648 SHARES | $210,993 | $210,993 |
| CDW CORP/DE (CDW) 550 SHARES | $112,629 | $112,629 |
| CHUBB LTD (CB) 3494 SHARES | $675,425 | $675,425 |
| CHURCH & DWIGHT CO INC (CHD) 800 SHARES | $82,000 | $82,000 |
| CISCO SYSTEMS INC (CSCO) 15559 SHARES | $985,974 | $985,974 |
| CIT GROUP INC () 5647 SHARES | $289,917 | $289,917 |
| CLARIVATE PLC (CLVT) 13784 SHARES | $324,200 | $324,200 |
| CME GROUP INC (CME) 425 SHARES | $97,095 | $97,095 |
| COMCAST CORP (CMCSA) 10200 SHARES | $513,366 | $513,366 |
| COSTAR GROUP INC (CSGP) 4369 SHARES | $345,282 | $345,282 |
| CROWN CASTLE INTERNATIONAL COR (CCI) 1751 SHARES | $365,504 | $365,504 |
| CUMMINS INC (CMI) 1958 SHARES | $427,118 | $427,118 |
| CVS HEALTH CORP (CVS) 5667 SHARES | $584,608 | $584,608 |
| DANAHER CORP (DHR) 1169 SHARES | $384,613 | $384,613 |
| DOCUSIGN INC (DOCU) 778 SHARES | $118,497 | $118,497 |
| DOMINION ENERGY INC (D) 6409 SHARES | $503,491 | $503,491 |
| DOW INC (DOW) 6437 SHARES | $365,107 | $365,107 |
| EDWARDS LIFESCIENCES CORP (EW) 10743 SHARES | $1,391,756 | $1,391,756 |
| ELI LILLY & CO (LLY) 225 SHARES | $62,149 | $62,149 |
| EOG RESOURCES INC (EOG) 1325 SHARES | $117,700 | $117,700 |
| ERIE INDEMNITY CO (ERIE) 1227 SHARES | $236,394 | $236,394 |
| FIDELITY NATIONAL INFORMATION (FIS) 550 SHARES | $60,032 | $60,032 |
| FIRST CITIZENS BANCSHARES INC/ (FCNCA) 357 SHARES | $296,253 | $296,253 |
| FISERV INC (FISV) 1050 SHARES | $108,980 | $108,980 |
| GARTNER INC (IT) 713 SHARES | $238,370 | $238,370 |
| GILEAD SCIENCES INC (GILD) 4162 SHARES | $302,203 | $302,203 |
| HALOZYME THERAPEUTICS INC (HALO) 8356 SHARES | $335,995 | $335,995 |
| HEICO CORP (HEI/A) 2222 SHARES | $285,571 | $285,571 |
| HOME DEPOT INC/THE (HD) 1946 SHARES | $807,609 | $807,609 |
| ILLUMINA INC (ILMN) 380 SHARES | $144,567 | $144,567 |
| INTUIT INC (INTU) 1263 SHARES | $812,387 | $812,387 |
| INTUITIVE SURGICAL INC (ISRG) 491 SHARES | $176,416 | $176,416 |
| IQVIA HOLDINGS INC (IQV) 1493 SHARES | $421,235 | $421,235 |
| JOHNSON & JOHNSON (JNJ) 2904 SHARES | $496,787 | $496,787 |
| JPMORGAN CHASE & CO (JPM) 11594 SHARES | $1,835,910 | $1,835,910 |
| KINDER MORGAN INC (KMI) 26888 SHARES | $426,444 | $426,444 |
| KKR & CO INC (KKR) 18614 SHARES | $1,427,046 | $1,427,046 |
| L3HARRIS TECHNOLOGIES INC (LHX) 1149 SHARES | $245,013 | $245,013 |
| LAM RESEARCH CORP (LRCX) 509 SHARES | $366,047 | $366,047 |
| LENNAR CORP (LEN) 550 SHARES | $63,888 | $63,888 |
| LINDE PLC (LIN) 2142 SHARES | $742,053 | $742,053 |
| LITHIA MOTORS INC (LAD) 1220 SHARES | $362,279 | $362,279 |
| LOWE'S COS INC (LOW) 7203 SHARES | $1,861,831 | $1,861,831 |
| MARTIN MARIETTA MATERIALS INC (MLM) 856 SHARES | $377,085 | $377,085 |
| MASTERCARD INC (MA) 7210 SHARES | $2,590,697 | $2,590,697 |
| MCDONALD'S CORP (MCD) 2611 SHARES | $699,931 | $699,931 |
| MEDTRONIC PLC (MDT) 4307 SHARES | $445,559 | $445,559 |
| MERCK & CO INC (MRK) 14743 SHARES | $1,129,904 | $1,129,904 |
| META PLATFORMS INC (META) 6027 SHARES | $2,027,181 | $2,027,181 |
| MICROSOFT CORP (MSFT) 17628 SHARES | $5,928,649 | $5,928,649 |
| MOODY'S CORP (MCO) 275 SHARES | $107,409 | $107,409 |
| MOTOROLA SOLUTIONS INC (MSI) 525 SHARES | $142,642 | $142,642 |
| MSCI INC (MSCI) 208 SHARES | $127,440 | $127,440 |
| NETFLIX INC (NFLX) 368 SHARES | $221,698 | $221,698 |
| NEXTERA ENERGY INC (NEE) 650 SHARES | $60,684 | $60,684 |
| NIKE INC (NKE) 1051 SHARES | $175,170 | $175,170 |
| NOMAD FOODS LTD (NOMD) 23352 SHARES | $592,907 | $592,907 |
| NOVARTIS AG (NVS) 5827 SHARES | $509,688 | $509,688 |
| NVIDIA CORP (NVDA) 2358 SHARES | $693,511 | $693,511 |
| OTIS WORLDWIDE CORP (OTIS) 6533 SHARES | $568,828 | $568,828 |
| PALO ALTO NETWORKS INC (PANW) 796 SHARES | $443,181 | $443,181 |
| PAYPAL HOLDINGS INC (PYPL) 5716 SHARES | $1,077,923 | $1,077,923 |
| PINTEREST INC (PINS) 9556 SHARES | $347,361 | $347,361 |
| PROCTER & GAMBLE CO/THE (PG) 4674 SHARES | $764,573 | $764,573 |
| QORVO INC (QRVO) 2369 SHARES | $370,488 | $370,488 |
| RAYTHEON TECHNOLOGIES CORP (RTX) 1325 SHARES | $114,030 | $114,030 |
| REYNOLDS CONSUMER PRODUCTS INC (REYN) 11779 SHARES | $369,861 | $369,861 |
| ROPER TECHNOLOGIES INC (ROP) 225 SHARES | $110,668 | $110,668 |
| SALESFORCE INC (CRM) 3869 SHARES | $983,229 | $983,229 |
| SBA COMMUNICATIONS CORP (SBAC) 1505 SHARES | $585,475 | $585,475 |
| SERVICENOW INC (NOW) 455 SHARES | $295,345 | $295,345 |
| SIGNATURE BANK/NEW YORK NY (SBNY) 520 SHARES | $168,204 | $168,204 |
| SKYWORKS SOLUTIONS INC (SWKS) 2278 SHARES | $353,409 | $353,409 |
| SOUTHWEST AIRLINES CO (LUV) 6124 SHARES | $262,352 | $262,352 |
| SPLUNK INC (SPLK) 2405 SHARES | $278,307 | $278,307 |
| STARBUCKS CORP (SBUX) 1742 SHARES | $203,762 | $203,762 |
| STERICYCLE INC (SRCL) 6409 SHARES | $382,233 | $382,233 |
| STRYKER CORP (SYK) 375 SHARES | $100,282 | $100,282 |
| SUNCOR ENERGY INC (SU) 23105 SHARES | $578,318 | $578,318 |
| T ROWE PRICE GROUP INC (TROW) 2509 SHARES | $493,370 | $493,370 |
| TAIWAN SEMICONDUCTOR MANUFACTU (TSM) 6836 SHARES | $822,439 | $822,439 |
| TARGET CORP (TGT) 4054 SHARES | $938,258 | $938,258 |
| TJX COS INC/THE (TJX) 7952 SHARES | $603,716 | $603,716 |
| T-MOBILE US INC (TMUS) 3016 SHARES | $349,796 | $349,796 |
| TRANSDIGM GROUP INC (TDG) 773 SHARES | $491,844 | $491,844 |
| TRANSUNION (TRU) 700 SHARES | $83,006 | $83,006 |
| UNILEVER PLC (UL) 6042 SHARES | $324,999 | $324,999 |
| UNION PACIFIC CORP (UNP) 425 SHARES | $107,070 | $107,070 |
| UNITED PARCEL SERVICE INC (UPS) 3170 SHARES | $679,458 | $679,458 |
| UNITED RENTALS INC (URI) 1737 SHARES | $577,188 | $577,188 |
| UNITEDHEALTH GROUP INC (UNH) 4547 SHARES | $2,283,231 | $2,283,231 |
| UPSTART HOLDINGS INC (UPST) 2606 SHARES | $394,288 | $394,288 |
| VISA INC (V) 10243 SHARES | $2,219,761 | $2,219,761 |
| WALT DISNEY CO/THE (DIS) 4708 SHARES | $729,222 | $729,222 |
| WAYFAIR INC (W) 1903 SHARES | $361,513 | $361,513 |
| WELLS FARGO & CO (WFC) 13249 SHARES | $635,687 | $635,687 |
| WP CAREY INC (WPC) 5272 SHARES | $432,568 | $432,568 |
| ZOETIS INC (ZTS) 1420 SHARES | $346,523 | $346,523 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (45 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ASM CONNAUGHT HOUSE FUND III | FMV | $2,416,965 | $2,416,965 |
| BIRCH GROVE CREDIT STRATEGIES | FMV | $3,139,864 | $3,139,864 |
| BOND CAPITAL FUND LP | FMV | $1,947,864 | $1,947,864 |
| BOND II, LP | FMV | $590,808 | $590,808 |
| COLCHIS INCOME FUND LTD | FMV | $1,014,257 | $1,014,257 |
| DALTON INVESTMENTS TRUST | FMV | $2,961,754 | $2,961,754 |
| DG VALUE PARTNERS II OFFSHORE FUND | FMV | $2,707,600 | $2,707,600 |
| ECHO STREET II | FMV | $8,255,496 | $8,255,496 |
| FHLMC 2.500% 12/01/2051 449000 UNITS | FMV | $459,242 | $459,242 |
| FHLMC 2.500% 12/01/2051 493000 UNITS | FMV | $504,245 | $504,245 |
| FHLMC 3.000% 08/15/2047 408596.594 UNITS | FMV | $430,534 | $430,534 |
| FNMA 2.500% 11/01/2051 309000 UNITS | FMV | $316,048 | $316,048 |
| FNMA 3.500% 12/25/2041 692735.664 UNITS | FMV | $729,354 | $729,354 |
| FORESITE CAPITAL FUND V LP | FMV | $628,633 | $628,633 |
| FUNDSMITH EQUITY FUND LP CLASS | FMV | $5,271,657 | $5,271,657 |
| GNMA 07/20/2051 1211262.983 UNITS | FMV | $62,538 | $62,538 |
| GNMA 11/20/2051 1719000 UNITS | FMV | $1,716,507 | $1,716,507 |
| GNMA 11/20/2051 1816644.29 UNITS | FMV | $1,814,010 | $1,814,010 |
| GNMA 12/20/2051 1719000 UNITS | FMV | $1,718,463 | $1,718,463 |
| GNMA 3.000% 09/20/2051 488223.656 UNITS | FMV | $68,898 | $68,898 |
| GNMA 3.500% 10/20/2051 365825.639 UNITS | FMV | $62,534 | $62,534 |
| GQG PARTNERS INTERNATIONAL | FMV | $4,375,309 | $4,375,309 |
| INDIA ACORN FUND (CAYMAN) LTD | FMV | $6,482,334 | $6,482,334 |
| INNOVATION ENDEAVORS IV LP | FMV | $208,465 | $208,465 |
| KABOUTER INT'L OPPORTUNITIES | FMV | $2,837,325 | $2,837,325 |
| MAINGATE MLP FUND-I | FMV | $2,990,159 | $2,990,159 |
| MGG SF EVERGREEN UNLEVERED | FMV | $3,893,234 | $3,893,234 |
| NEW GENERATION TURNAROUND FUND | FMV | $633,815 | $633,815 |
| NOVALIS LIFESCIENCES INVESTMENTS II, LP | FMV | $155,761 | $155,761 |
| NOVALPINA CAPITAL PTNRS I SCSP | FMV | $1,500,743 | $1,500,743 |
| ORCHARD LIQUID CREDIT FUND | FMV | $2,126,229 | $2,126,229 |
| OVERLOOK PARTNERS FD LP | FMV | $4,065,362 | $4,065,362 |
| OWLS NEST PARTNERS | FMV | $2,604,599 | $2,604,599 |
| SEASONED CREDIT RISK 2.500% 08/25/2059 1140848.864 UNITS | FMV | $1,163,962 | $1,163,962 |
| SEASONED CREDIT RISK 3.500% 05/25/2057 713140.12 UNITS | FMV | $754,631 | $754,631 |
| THIRD POINT OFFSHORE FUND LTD | FMV | $3,086,570 | $3,086,570 |
| TP STRUCTURED CREDIT OFFSHORE | FMV | $2,461,162 | $2,461,162 |
| VANGUARD ST TRSY INDX | FMV | $23,502,819 | $23,502,819 |
| WARBURG PINCUS GLOBAL GROWTH | FMV | $2,063,915 | $2,063,915 |
| WARBURG PINCUS PE XII LP | FMV | $3,472,557 | $3,472,557 |
| WF ASAIN SMALLER COMPANIES | FMV | $3,449,915 | $3,449,915 |
| YORK CREDIT OPPORUTUNITIES | FMV | $390,135 | $390,135 |
| YORK DIST ASSET IV FD CYM LTD | FMV | $1,906,379 | $1,906,379 |
| YORK DISTRESSED ASSET FD III | FMV | $2,909,270 | $2,909,270 |
| YORK EUROPEAN DISTRESSED | FMV | $1,499,264 | $1,499,264 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL AND ADMINISTRATIVE LEGAL COUNSEL | CategoryTxt |
| Legal Fees | $31,913 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,913 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $6,053 | BOYBookValueAmt |
| EOY Book Value | $6,053 | EOYBookValueAmt |
| EOYFMV | $6,053 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $14,174 | $0 | $14,174 |
| OFFICE EXPENSES | $7,334 | $0 | $7,334 |
| MEMBERSHIPS AND DUES | $29,829 | $0 | $29,829 |
| ANNUAL REPORT FILING | $1,533 | $0 | $1,533 |
| SCIENTIFIC ADVISORY HONORARIA | $42,000 | $0 | $42,000 |
| IT SERVICE & WEB DESIGN | $13,200 | $0 | $13,200 |
| PAYROLL SERVICE | $4,175 | $0 | $4,175 |
| GRANT SOFTWARE & WEB SERVICES | $38,178 | $0 | $38,178 |
| OFFICE FURNITURE AND EQUIPMENT | $16,282 | $0 | $16,282 |
| PROGRAM/COMMUNICATIONS EXPENSE | $109,906 | $0 | $109,906 |
| SCHOLARS WORKSHOP | $5,551 | $0 | $5,551 |
| OTHER INVESTMENT EXPENSES THRU SCHEDULE K-1S | $0 | $477,599 | $0 |
| DIRECT CHARITABLE ACTIVITES | $215,573 | $0 | $215,573 |
| BANK FEES | $405 | $405 | $0 |
| STAFFING RESOURCES | $35,000 | $0 | $35,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER PARTNERSHIP INCOME | $556,593 | $0 | $556,593 |
| SECURITIES LITIGATION PROCEEDS | $3,438 | $3,438 | $3,438 |
| OTHER INVESTMENT INCOME THROUGH SCHEDULE K-1S | $0 | $338,431 | $0 |
| GRANT REFUNDS | $15,088 | $15,088 | |
| OTHER MISCELLANEOUS INCOME | $855 | $855 | |
| PAID FAMILY LEAVE REFUND | $10,493 | $10,493 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $12,815,879 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CUSTODIAL, ADVISORY AND MANAGEMENT FEES | $1,237,186 | $1,205,886 | $0 |
| OTHER PROFESSIONAL FEES | $2,651 | $0 | $2,651 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $295,000 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $12,558 | $12,558 | $0 |
| FOREIGN TAXES WITHHELD THROUGH SCHEDULE K-1S | $0 | $36,442 | $0 |