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SMITH RICHARDSON FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SMITH RICHARDSON FOUNDATION INC (EIN 56-0611550)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202243189349103879
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-14T12:56:27-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1230 N ELM ST STE 1100AddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27401ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN560611550EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SMITH RICHARDSON FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSMITBusinessNameControlTxt
Phone3363798600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 GREEN VALLEY ROAD 306AddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP274087096ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROSS HEMPHILLPersonNm
Person TitleOFFICERPersonTitleTxt
Phone3363798600PhoneNum
Signature2022-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROSSPersonFirstNm
Person LastHEMPHILLPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARRICK L MARTINPreparerPersonNm
PTINP00239389PTIN
Phone3362724551PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

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

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$606,694,904FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,409,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,131InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,131InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,267,806DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,258,223DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$57,242,481NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$893,785GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$57,198,322CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$21,668,795OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$4,439,414OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$88,589,213TotalRevAndExpnssAmt
Total Net Invst Incm$68,897,090TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,743,720CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,743,720CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,191,237OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,191,237OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,585,488PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$868,554PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$16,527LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$16,527LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$109,160AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$109,160AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$372,148OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,565,324OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$353,966OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$545InterestRevAndExpnssAmt
Interest Net Invst Incm$545InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$1,566,364TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$125,998TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$68,857DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$34,162OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$34,162OccupancyDsbrsChrtblAmt
Printing And Pub Rev And Expnss$1,439PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$1,439PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$478,812OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$492,524OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,168,459TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,565,869TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,937,287TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,663,122ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$21,140,808ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,831,581TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,565,869TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$26,078,095TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$62,757,632ExcessRevenueOverExpensesAmt
Net Investment Income$62,331,221NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$42,297CashBOYAmt
Cash EOY$437,408CashEOYAmt
Cash EOYFMV$437,408CashEOYFMVAmt
Sav And Temp Cash Invst BOY$16,132SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$764,877SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$764,877SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$284,077PrepaidExpensesBOYAmt
Prepaid Expenses EOY$278,810PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$278,810PrepaidExpensesEOYFMVAmt
Other Investments BOY$546,038,200OtherInvestmentsBOYAmt
Other Investments EOY$605,066,206OtherInvestmentsEOYAmt
Other Investments EOYFMV$605,066,206OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,154,841LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,032,700LandBldgEquipAccumDeprecAmt
Land BOY$182,925LandBOYAmt
Land EOY$122,141LandEOYAmt
Land EOYFMV$122,141LandEOYFMVAmt
Other Assets BOY$300,801OtherAssetsBOYAmt
Other Assets EOY$25,462OtherAssetsEOYAmt
Other Assets EOYFMV$25,462OtherAssetsEOYFMVAmt
Total Assets BOY$546,864,432TotalAssetsBOYAmt
Total Assets EOY$606,694,904TotalAssetsEOYAmt
Total Assets EOYFMV$606,694,904TotalAssetsEOYFMVAmt
Accounts Payable BOY$16,543,403AccountsPayableBOYAmt
Accounts Payable EOY$17,434,378AccountsPayableEOYAmt
Grants Payable BOY$9,689,189GrantsPayableBOYAmt
Grants Payable EOY$6,928,007GrantsPayableEOYAmt
Other Liabilities BOY$3,743,051OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,686,098OtherLiabilitiesEOYAmt
Total Liabilities BOY$29,975,643TotalLiabilitiesBOYAmt
Total Liabilities EOY$27,048,483TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$516,888,789NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$579,646,421NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$516,888,789TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$579,646,421TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$546,864,432TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$606,694,904TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$516,888,789TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$62,757,632ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$579,646,421SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$579,646,421TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmt
MOORINGS CAPITAL LLC (ST - GROSS)P2021-01-012021-12-31$5,121,459$5,121,459
MOORINGS CAPITAL LLC (LT - GROSS)P2019-01-012021-12-31$51,894,707$51,894,707
UBI LONG-TERM CAPITAL LOSSP2019-01-012021-12-31-$68,223-$68,223
CAPITAL GAIN DISTRIBUTIONSP2021-01-012021-12-31$6,241$6,241$6,241
LT SALESP2019-01-012021-12-31$217,782$217,782$814,036$596,254
UBI SHORT-TERM CAPITAL GAINP2021-01-012021-12-31$24,064$24,064
ST SALESP2021-01-012021-12-31$2,292$2,292$73,508$71,216
FieldValueIRS element (for citing)
Capital Gain Net Income$57,198,322CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$866,404InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$866,404SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$866,404TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$737,772EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$200,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$937,772TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$71,368OverpaymentAmt
Applied To ES Tax$71,368AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.SRF.ORGWebsiteAddressTxt
Individual With BooksROSS HEMPHILLIndividualWithBooksNm
Phone3363798600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1701 GREEN VALLEY ROAD SUITE 306AddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP274087096ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
MICHAEL BLAIR
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408TRUSTEE, AUDIT & COMPENSATION CMT.1.00$0$0$0
KARLA FRANK
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408ASSISTANT SECRETARY40.00$163,981$64,504$0
ROSS HEMPHILL
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408SENIOR VP, CFO, INVESTMENT CMT47.00$169,867$106,091$0
WWINBURNE KING III
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408VICE CHAIR. OF THE TRUSTEES, INVST CMT40.00$64,714$63,343$0
DR ARVID R NELSON
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408TRUSTEE, SECRETARY, AUDIT CMT. CHAIRMA22.00$60,000$0$0
JOHN P RICHARDSON JR
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408TRUSTEE & AUDIT COMMITTEE1.00$0$0$0
NICOLAS L RICHARDSON
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408TRUSTEE, INVESTMENT CMT., GRANTS CMT1.00$0$0$0
PL RICHARDSON
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408CHAIRMAN OF THE TRUSTEES, PRESIDENT50.00$660,361$296,758$0
TYLER B RICHARDSON
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408TRUSTEE, GRANTS ADV. CMT & INVESTMENT1.00$0$0$0
E WILLIAM STETSON III
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408TRUSTEE & GRANTS COMMITTEE1.00$0$0$0
DR MARIN STRMECKI
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408SENIOR VP, DIRECTOR OF PROGRAMS50.00$624,797$103,131$0
THE ABOVE COMPENSATION SHOWS THE
NET AMOUNT ADJ BY 1249352 OFGREENSBORONC27408N/A0.00$0$0$0REIMBURSED EXPENSES FROM MOORINGS C
192124 SHOWN IN COL D WAS NOT
PAID TO MR RICHARDSON IN CY THIS ISGREENSBORONC27408N/A0.00$0$0$0UNVESTED RETIREMENT BENEFIT ACCR
MR RICHARDSON'S SUPPLEMENTAL
RETIREMENT BENEFITS ARE BEINGGREENSBORONC27408N/A0.00$0$0$0ACCRUED OVER HIS EXPECTED 37 YR WIT

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
ALLAN SONG
701 GREEN VALLEY RDGREENSBORONC27408SR PROGRAM OFFICER37.50$240,671$100,939$0
MARK STEINMEYER
701 GREEN VALLEY RDGREENSBORONC27408SR PROGRAM OFFICER37.50$240,645$68,017$0
CHRISTOPHER GRIFFIN
701 GREEN VALLEY RDGREENSBORONC27408SR PROGRAM OFFICER37.50$194,888$93,699$0
MCKINLEY JOHNSON
701 GREEN VALLEY RDGREENSBORONC27408SR PORTFOLIO ACCOUNT37.50$133,400$80,102$0
DAWN CARD
701 GREEN VALLEY RDGREENSBORONC27408EXECUTIVE ASSISTANT37.50$125,355$61,928$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k7OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
INTELLIGENT TECHNOLOGIES INC
12 OAK BRANCH DRIVEGREENSBORONC27407COMPUTER CONSULTANTS$128,060
H SMITH RICHARDSON TESTAMENTARY TRUST
701 GREEN VALLEY RD STE 306GREENSBORONC27408ACCOUNTING SERVICES$114,717
RSM US LLP
230 NORTH ELM STREETGREENSBORONC27401AUDIT AND TAX SERVICES$109,160
KORN FERRY HAY GROUP
33 SOUTH 6TH ST 4900MINNEAPOLISMN55485CONSULTANTS$81,872
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$576,039,073AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,218,421AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$341,720FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$578,599,214TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$578,599,214AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,678,988CashDeemedCharitableAmt
Net Vl Noncharitable Assets$569,920,226NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,496,011MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,496,011MinimumInvestmentReturnAmt
Tax Based On Investment Income$866,404TaxBasedOnInvestmentIncomeAmt
Total Tax$866,404TotalTaxAmt
Distributable Before Adj$27,629,607DistributableBeforeAdjAmt
Recoveries Qualfied Distri$127,173RecoveriesQualfiedDistriAmt
Distributable Before Ded$27,756,780DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$27,756,780DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$26,078,095ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$16,627CharitableAssetsAcquisPaidAmt
Qualifying Distributions$26,094,722QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,756,780DistributableAsAdjustedAmt
Undistributed Income PY$22,313,800UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$26,094,722QualifyingDistributionsAmt
Applied To Year1$22,313,800AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$2,409,000TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,371,922AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,409,000TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$26,384,858UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$2,409,000CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPETER L RICHARDSON PRESIDENTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1SMITH RICHARDSON FOUNDATION INC 60AddressLine1Txt
Address Line2JESUP ROADAddressLine2Txt
CityWESTPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06880ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2032226222RecipientPhoneNum
Form And Info And MaterialsWRITTEN PROPOSAL ALONG WITH A COPY OF IRS EXEMPTION LETTERFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsALTHOUGH THE MISSION OF THE FOUNDATION IS TO SUPPORT PUBLIC POLICY RESEARCH, IT MAKES SMALL GRANTS TO ORGANIZATIONS IN NORTH CAROLINA AND CONNECTICUT THAT PROVIDE INNOVATIVE SERVICES FOR DISADVANTAGED CHILDREN AND FAMILIES. HOWEVER, SUCH GRANTS ARE CUSTOMARILY SOLICITED BY THE FOUNDATION'S GOVERNORS. THEY ARE NOT RENEWABLE. DIRECT SERVICE ORGANIZATIONS LOCATED OUTSIDE THESE TWO STATES, AS WELL AS NATIONAL DIRECT SERVICE CHARITIES, WILL NOT BE CONSIDERED FOR SUPPORT BY THE DIRECT SERVICE GRANTS PROGRAM.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (250 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A SIMPLE GESTURE INC
3503 REDINGTON DRGREENSBORONC27410PCGENERAL OPERATING SUPPORT$10,000
A WIDER CIRCLE
1726 7TH ST NWWASHINGTONDC20001PCGENERAL OPERATING SUPPORT$2,000
ADAM J LEWIS ACADEMY
500 STATE STREETBRIDGEPORTCT06604PCGENERAL OPERATING SUPPORT$50,000
AMERICA ABROAD MEDIA
1701 PENNSYLVANIA AVE NW STE 200WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$250,000
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$83,300
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$200,000
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$126,800
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$150,000
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$96,900
AMERICAN FOREIGN POLICY COUNCIL
509 C ST NEWASHINGTONDC20002PCGENERAL OPERATING SUPPORT$400,000
AMERICAN FOREIGN POLICY COUNCIL
509 C ST NEWASHINGTONDC20002PCGENERAL OPERATING SUPPORT$150,000
AMERICAN FOREIGN POLICY COUNCIL
509 C ST NEWASHINGTONDC20002PCGENERAL OPERATING SUPPORT$25,000
AMERICAN RESILIENCE PROJECT
14 PARK STREETFLORENCEMA01062PCGENERAL OPERATING SUPPORT$5,000
AMERICAN RESILIENCE PROJECT
14 PARK STREETFLORENCEMA01062PCGENERAL OPERATING SUPPORT$5,000
AMERICARES FOUNDATION INC
88 HAMILTON AVENUESTAMFORDCT06902PCGENERAL OPERATING SUPPORT$25,000
ANGELO STATE UNIVERSITY
2601 W AVENUE NSAN ANGELOTX76909PCGENERAL OPERATING SUPPORT$134,635
AREI INC
PO BOX 7784ASPENCO81612PCGENERAL OPERATING SUPPORT$5,000
ASSOCIATION FOR THE NEW CENTURY INC
PO BOX 115SEWICKLEYPA15143PCGENERAL OPERATING SUPPORT$200,000
ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY
698 MILLS RD HERBERT ALUMNI CENTERWEST POINTNY10996PCGENERAL OPERATING SUPPORT$5,000
BACKPACK BEGINNINGS
3707 ALLIANCE DRIVE NO DGREENSBORONC27407PCGENERAL OPERATING SUPPORT$2,500
BEAUFORT HISTORICAL ASSOCIATION INC
100 TURNER STBEAUFORTNC28516PCGENERAL OPERATING SUPPORT$5,000
BERKELEY DIVINITY SCHOOL
409 PROSPECT STNEW HAVENCT06511PCGENERAL OPERATING SUPPORT$2,500
BERKELEY DIVINITY SCHOOL
409 PROSPECT STNEW HAVENCT06511PCGENERAL OPERATING SUPPORT$5,000
BHCARE FOUNDATION
127 WASHINGTON AVENORTH HAVENCT06473PCGENERAL OPERATING SUPPORT$10,000
BISHOP JOHN T WALKER SCHOOL FOR BOYS
1801 MISSISSIPPI AVE SEWASHINGTONDC20020PCGENERAL OPERATING SUPPORT$4,000
BOYS AND GIRLS CLUBS OF COASTAL CAROLINA INC
601 MULBERRY STBEAUFORTNC28516PCGENERAL OPERATING SUPPORT$10,000
BRAIN & BEHAVIOR RESEARCH FOUNDATION
747 3RD AVE 33RD FLNEW YORKNY10017PCGENERAL OPERATING SUPPORT$15,000
BRIDGEPORT HOSPITAL FOUNDATION INC
267 GRANT STBRIDGEPORTCT06610PCGENERAL OPERATING SUPPORT$25,000
BRIDGEPORT HOSPITAL FOUNDATION INC
267 GRANT STBRIDGEPORTCT06610PCGENERAL OPERATING SUPPORT$5,000
BRIDGEPORT NEIGHBORHOOD TRUST
570 STATE STREETBRIDGEPORTCT06604PCGENERAL OPERATING SUPPORT$10,000
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$250,000
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$150,000
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$150,000
BROWN UNIVERSITY
75 WATERMAN STPROVIDENCERI02912PCGENERAL OPERATING SUPPORT$350,000
BROWN UNIVERSITY
75 WATERMAN STPROVIDENCERI02912PCGENERAL OPERATING SUPPORT$250,000
CAMPAIGN FOR HUMAN RIGHTS INC
137 MONTAGUE STREET PMB 384BROOKLYNNY11201PCGENERAL OPERATING SUPPORT$100,000
CARAVAN OF LIFE USA
26 CEDAR STREETBERGENFIELDNJ07621PCGENERAL OPERATING SUPPORT$2,500
CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE
1779 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$50,000
CARTERET COMMUNITY FOUNDATION INC
3737 GLENWOOD AVE SUITE 460RALEIGHNC27612PCGENERAL OPERATING SUPPORT$5,000
CATHOLIC CHARITIES OF THE ARCHODIOCESE OF WASHINGTON INC
924 G ST NWWASHINGTONDC20001PCGENERAL OPERATING SUPPORT$4,000
CENTER FOR A NEW AMERICAN SECURITY INC
1152 15TH ST NE STE 950WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$150,000
CENTER FOR CREATIVE LEADERSHIP
1 LEADERSHIP PLGREENSBORONC27410PCGENERAL OPERATING SUPPORT$5,000
CENTER FOR CREATIVE LEADERSHIP
1 LEADERSHIP PLGREENSBORONC27410PCGENERAL OPERATING SUPPORT$2,000,000
CENTER FOR CREATIVE LEADERSHIP
1 LEADERSHIP PLGREENSBORONC27410PCGENERAL OPERATING SUPPORT$10,000
CENTER FOR EUROPEAN POLICY ANALYSIS
1275 PENNSYLVANIA AVE NW STE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$150,000
CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS
1667 K ST NW STE 900WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$76,397
CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS
1667 K ST NW STE 900WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$95,491
CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS
1667 K ST NW STE 900WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$140,451
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$80,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$75,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$100,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$193,600
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$175,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$200,000
CENTER FOR URBAN FAMILIES INC
2201 N MONROE STBALTIMOREMD21217PCGENERAL OPERATING SUPPORT$3,000
CHECKERBOARD FOUNDATION INC
1 E 53RD ST 14TH FLNEW YORKNY10022PCGENERAL OPERATING SUPPORT$10,000
CHILDREN OF FALLEN PATRIOTS FOUNDATION
44900 PRENTICE DRSTERLINGVA20166PCGENERAL OPERATING SUPPORT$50,000
CLAREMONT MCKENNA COLLEGE
888 COLUMBIA AVENUECLAREMONTCA91711PCGENERAL OPERATING SUPPORT$140,583
THE UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVEAUSTINTX78705PCGENERAL OPERATING SUPPORT$150,000
COLUMBIA UNIVERSITY
213 LOW LIBRARY 535 W 116TH STNEW YORKNY10027PCGENERAL OPERATING SUPPORT$52,461
COLUMBIA UNIVERSITY
213 LOW LIBRARY 535 W 116TH STNEW YORKNY10027PCGENERAL OPERATING SUPPORT$130,000
COLUMBIA UNIVERSITY
213 LOW LIBRARY 535 W 116TH STNEW YORKNY10027PCGENERAL OPERATING SUPPORT$100,000
COLUMBIA UNIVERSITY
213 LOW LIBRARY 535 W 116TH STNEW YORKNY10027PCGENERAL OPERATING SUPPORT$7,500
COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET
1900 M STREET SUITE 850WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$112,000
COMMITTEE FOR HUMAN RIGHTS IN NORTH KOREA
1801 F STREET NW SUITE 305WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$200,000
CONNECTICUT BASEBALL CLUB INC
230 PLEASANT VIEW AVEBRISTOLCT06010PCGENERAL OPERATING SUPPORT$4,000
COUNCIL ON FOREIGN RELATIONS INC
1777 F ST NWWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$173,968
COUNCIL ON FOREIGN RELATIONS INC
1777 F ST NWWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$50,000
COUNCIL ON STRATEGIC RISKS
1025 CONNECTICUT AVE NW STE 1000WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$50,000
COURT APPOINTED SPECIAL ADVOCATES OF SOUTHERN CONNECTICUT INC
157 CHURCH STREET 19TH FLOORNEW HAVENCT06510PCGENERAL OPERATING SUPPORT$5,000
COVENANT HOUSE WASHINGTON DC
2001 MISSISSIPPI AVE SEWASHINGTONDC20020PCGENERAL OPERATING SUPPORT$4,000
DUKE UNIVERSITY
614 CHAPEL DRDURHAMNC27708PCGENERAL OPERATING SUPPORT$15,000
EDMUND BURKE FOUNDATION INC
600 PENNSYLVANIA AVE NW SWASHINGTONDC20003PCGENERAL OPERATING SUPPORT$50,000
EDMUND BURKE FOUNDATION INC
600 PENNSYLVANIA AVE NW SWASHINGTONDC20003PCGENERAL OPERATING SUPPORT$10,000
EMP TASK FORCE ON NATIONAL AND HOMELAND SECURITY
300 WINDSWEPT RDMINERALVA23117PCGENERAL OPERATING SUPPORT$149,966
ENABLED CHILDREN INITIATIVE
11706 36TH AVENUE WESTBRADENTONFL34210PCGENERAL OPERATING SUPPORT$10,000
ENVIRONMENTAL DEFENSE FUND INC
1875 CONNECTICUT AVE NW SUITE 600WASHINGTONDC20009PCGENERAL OPERATING SUPPORT$5,000
ENVIRONMENTAL FILM FESTIVAL IN THE NATION'S CAPITAL
1800 M ST NW PO BOX 33309WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$10,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STMONTGOMERYAL36104PCGENERAL OPERATING SUPPORT$7,000
EYE ON ISIS
206 CHRISTOL STMETUCHENNJ08840PCGENERAL OPERATING SUPPORT$100,000
FAIRFIELD UNIVERSITY
1073 NORTH BENSON RDFAIRFIELDCT06824PCGENERAL OPERATING SUPPORT$20,000
FAMILY SERVICE OF GREENSBORO FOUNDATION INC
902 BONNER DRJAMESTOWNNC27282PCGENERAL OPERATING SUPPORT$2,000
FAMILY SUPPORT NETWORK OF CENTRAL CAROLINA
1200 N ELM STGREENSBORONC27401PCGENERAL OPERATING SUPPORT$10,000
FIDELITY CHARITABLE GIFT FUND
PO BOX 770001CINCINNATIOH45277PCGENERAL OPERATING SUPPORT$70,000
FIRST PRESBYTERIAN CHURCH
617 N ELM STREETGREENSBORONC27401PCGENERAL OPERATING SUPPORT$5,000
FIRST UNITED METHODIST CHURCH
604 MARKET STREETWILLIAMSPORTPA17701PCGENERAL OPERATING SUPPORT$10,000
FOREIGN POLICY RESEARCH INSTITUTE
1528 WALNUT ST STE 610PHILADELPHIAPA19102PCGENERAL OPERATING SUPPORT$89,155
FOREIGN POLICY RESEARCH INSTITUTE
1528 WALNUT ST STE 610PHILADELPHIAPA19102PCGENERAL OPERATING SUPPORT$80,300
FOREIGN POLICY RESEARCH INSTITUTE
1528 WALNUT ST STE 610PHILADELPHIAPA19102PCGENERAL OPERATING SUPPORT$154,000
FOREIGN POLICY RESEARCH INSTITUTE
1528 WALNUT ST STE 610PHILADELPHIAPA19102PCGENERAL OPERATING SUPPORT$137,500
FREEDOM HOUSE
1850 M ST NW FLOOR 11WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$5,000
FREEDOM HOUSE
1850 M ST NW FLOOR 11WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$125,000
FRIENDS OF CHINA LABOUR BULLETIN INC
1114 AVENUE OF THE AMERICAS 40TH FLNEW YORKNY10036PCGENERAL OPERATING SUPPORT$95,308
FRIENDS OF KING'S COLLEGE LONDON ASSOCIATION INC
1350 AVENUE OF THE AMERICAS SUITENEW YORKNY10019PCGENERAL OPERATING SUPPORT$7,500266
FRIENDS OF THE AMERICAN UNIVERSITY OF AFGHANSTAN
1901 PENNSYLVANIA AVE NW STE 207WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$4,000
GEORGETOWN UNIVERSITY
37TH AND O STREETS NWWASHINGTONDC20057PCGENERAL OPERATING SUPPORT$150,000
GEORGETOWN UNIVERSITY
37TH AND O STREETS NWWASHINGTONDC20057PCGENERAL OPERATING SUPPORT$110,402
GRAND TETON NATIONAL PARK FOUNDATION
115 E PEARL AVE STE 201JACKSONWY83001PCGENERAL OPERATING SUPPORT$7,500
GREATER NEW ORLEANS FOUNDATION
919 ST CHARLES AVENEW ORLEANSLA70130PCGENERAL OPERATING SUPPORT$2,500
GREENSBORO DAY SCHOOL
5401 LAWNDALE DRGREENSBORONC27455PCGENERAL OPERATING SUPPORT$10,000
GREENSBORO DAY SCHOOL
5401 LAWNDALE DRGREENSBORONC27455PCGENERAL OPERATING SUPPORT$2,500
HABIB UNIVERSITY FOUNDATION US INC
4 E 27TH STNEW YORKNY10001PCGENERAL OPERATING SUPPORT$5,000
HARVARD UNIVERSITY
1350 MASSACHUSETTS AVECAMBRIDGEMA02138PCGENERAL OPERATING SUPPORT$200,000
HEALING PLACE INC
1020 W MARKET STLOUISVILLEKY40202PCGENERAL OPERATING SUPPORT$1,500
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242PCGENERAL OPERATING SUPPORT$20,000
HOLOCAUST MUSEUM HOUSTON
5401 CAROLINEHOUSTONTX77004PCGENERAL OPERATING SUPPORT$5,000
HOMES WITH HOPE INC
49 RICHMONDVILLE AVE SUITE 212WESTPORTCT06880PCGENERAL OPERATING SUPPORT$10,000
HOMES WITH HOPE INC
49 RICHMONDVILLE AVE SUITE 212WESTPORTCT06880PCGENERAL OPERATING SUPPORT$25,000
HUDSON INSTITUTE INC
1201 PENNSYLVANIA AVE NW STE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$100,000
HUDSON INSTITUTE INC
1201 PENNSYLVANIA AVE NW STE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$135,000
HUDSON INSTITUTE INC
1201 PENNSYLVANIA AVE NW STE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$100,000
HUDSON INSTITUTE INC
1201 PENNSYLVANIA AVE NW STE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$50,000
HUDSON INSTITUTE INC
1201 PENNSYLVANIA AVE NW STE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$150,000
HUDSON INSTITUTE INC
1201 PENNSYLVANIA AVE NW STE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$100,000
JOHNS HOPKINS UNIVERSITY
2715 N CHARLES STREETBALTIMOREMD21218PCGENERAL OPERATING SUPPORT$49,343
LAST PRISONER PROJECT
1312 17TH ST 640DENVERCO80202PCGENERAL OPERATING SUPPORT$10,000
LITTLE BRITCHES THERAPEUTIC RIDING INC
510 JEREMY SWAMP ROADSOUTHBURYCT06488PCGENERAL OPERATING SUPPORT$5,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVECAMBRIDGEMA02139PCGENERAL OPERATING SUPPORT$266,385
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVECAMBRIDGEMA02139PCGENERAL OPERATING SUPPORT$7,500
MDRC
200 VESEY ST 23RD FLNEW YORKNY10281PCGENERAL OPERATING SUPPORT$5,000
GEORGE MASON UNIVERSITY FOUNDATION INC
3434 WASHINGSTON BLVDARLINGTONVA22201PCGENERAL OPERATING SUPPORT$92,807
GEORGE MASON UNIVERSITY FOUNDATION INC
3434 WASHINGSTON BLVDARLINGTONVA22201PCGENERAL OPERATING SUPPORT$110,000
MISSOURI STATE UNIVERSITY FOUNDATION
901 S NATIONALSPRINGFILEDMO65897PCGENERAL OPERATING SUPPORT$49,800
MY FRIEND ABBEY INC
12 GLENWOOD DRIVETRUMBULLCT06611PCGENERAL OPERATING SUPPORT$10,000
NATIONAL BUREAU OF ECONOMIC RESEARCH
1050 MASSACHUSETTS AVENUECAMBRIDGEMA02138PCGENERAL OPERATING SUPPORT$64,488
NATIONAL CAMPAIGN TO PREVENT TEEN PREGNANCY
1776 MASSACHUSETTS AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$2,000
NATIONAL INSTITUTE FOR PUBLIC POLICY
9302 LEE HWYFAIRFAXVA22031PCGENERAL OPERATING SUPPORT$49,928
NATIONAL INSTITUTE FOR PUBLIC POLICY
9302 LEE HWYFAIRFAXVA22031PCGENERAL OPERATING SUPPORT$189,776
NATIONAL INSTITUTE FOR PUBLIC POLICY
9302 LEE HWYFAIRFAXVA22031PCGENERAL OPERATING SUPPORT$22,500
NATURAL SCIENCE CENTER OF GREENSBORO INC
4301 LAWNDALE DRGREENSBORONC27455PCGENERAL OPERATING SUPPORT$10,500
NEW AMERICA FOUNDATION
740 15TH ST NW STE 900WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$105,000
NEW YORK UNIVERSITY
105 E 17TH STREETNEW YORKNY10003PCGENERAL OPERATING SUPPORT$149,227
NORTH CAROLINA MARINE AND ESTUARY FOUNDATION INC
1101 HAYNES STREET NO 102RALEIGHNC27604PCGENERAL OPERATING SUPPORT$5,000
OPEN MARKETS INSTITUTE
655 15TH ST NWWASHINGTONDC20005PCGENERAL OPERATING SUPPORT$50,000
OPPORTUNITY AMERICA
737 8TH STREET SE STE 201WASHINGTONDC20003PCGENERAL OPERATING SUPPORT$75,000
OUTCOMES RESEARCH INSTITUTE
1092 CATHCART WAYSTANFORDCA94305PCGENERAL OPERATING SUPPORT$200,000
PACIFIC FORUM
1003 BISHOP ST STE 1150HONOLULUHI96813PCGENERAL OPERATING SUPPORT$150,000
PEW CHARITABLE TRUSTS
2005 MARKET STREET STE 2800PHILADELPHIAPA19103PCGENERAL OPERATING SUPPORT$129,000
PHILANTHROPY ROUNDTABLE
1120 20TH ST NW STE 550WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$25,000
MIDDLEBURY COLLEGE
84 SOUTH SERVICE RDMIDDLEBURYVT05753PCGENERAL OPERATING SUPPORT$5,000
PRINCETON CHURCH OF CHRIST
33 RIVER ROADPRINCETONNJ08540PCGENERAL OPERATING SUPPORT$10,000
PROJECT 2049 INSTITUTE
2300 CLARENDON BLVD STE 703ARLINGTONVA22201PCGENERAL OPERATING SUPPORT$50,000
PROJECT 2049 INSTITUTE
2300 CLARENDON BLVD STE 703ARLINGTONVA22201PCGENERAL OPERATING SUPPORT$160,000
PROTESTANT EPISCOPAL HIGH SCHOOL IN VIRGINIA
1200 N QUAKER LNALEXANDRIAVA22302PCGENERAL OPERATING SUPPORT$7,500
PROVIDENCE COLLEGE
1 CUNNINGHAM SQUAREPROVIDENCERI02918PCGENERAL OPERATING SUPPORT$4,000
RANGELEY LAKES HERITAGE TRUST INC
2424 MAIN STRANGELEYME04970PCGENERAL OPERATING SUPPORT$10,000
READWORKS INC
PO BOX 24673BROOKLYNNY11202PCGENERAL OPERATING SUPPORT$3,100
READWORKS INC
PO BOX 24673BROOKLYNNY11202PCGENERAL OPERATING SUPPORT$1,900
READWORKS INC
PO BOX 24673BROOKLYNNY11202PCGENERAL OPERATING SUPPORT$50,000
UNIVERSITY OF VIRGINIA
1827 UNIVERSITY AVENUECHARLOTTESVILLEVA22903PCGENERAL OPERATING SUPPORT$48,564
RED DOG FARM ANIMAL RESCUE NETWORK
8653 NC HIGHWAY 65STOKESDALENC27357PCGENERAL OPERATING SUPPORT$10,000
RED DOG FARM ANIMAL RESCUE NETWORK
8653 NC HIGHWAY 65STOKESDALENC27357PCGENERAL OPERATING SUPPORT$5,000
REIDSVILLE OUTREACH CENTER
PO BOX 773REIDSVILLENC27323PCGENERAL OPERATING SUPPORT$10,000
THE CITY UNIVERSITY OF NEW YORK
205 EAST 42ND STREETNEW YORKNY10017PCGENERAL OPERATING SUPPORT$7,500
RESEARCH FOUNDATION OF THE STATE UNIVERSITY OF NEW YORK
PO BOX 9ALBANYNY12201PCGENERAL OPERATING SUPPORT$100,388
RESOURCES FOR THE FUTURE INC
1616 P ST NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$250,000
ROYAL INSTITUTE OF INTERNATIONAL AFFAIRS CHATHAM HOUSE FOUNDATION
1725 I STREET NWWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$75,000
ROYAL UNITED SERVICES INSTITUTE US FOUNDATION
1776 I STREET NWWASHINGTONDC20006POFGENERAL OPERATING SUPPORT$115,572
SACRED HEART UNIVERSITY
5151 PARK AVENUEFAIRFIELDCT06825PCGENERAL OPERATING SUPPORT$10,000
SAINT ANTHONY HISTORIC PRESERVATION SOCIETY
4 STABLE ROADTUXEDO PARKNY10987PCGENERAL OPERATING SUPPORT$5,000
SEED PUBLIC CHARTER SCHOOL OF WASHINGTON DC
4300 C ST SEWASHINGTONDC20019PCGENERAL OPERATING SUPPORT$1,000
SHADY SIDE ACADEMY
423 FOX CHAPEL RDPITTSBURGHPA15238PCGENERAL OPERATING SUPPORT$20,000
SHALOM AUSTIN
7300 HART LANEAUSTINTX78731PCGENERAL OPERATING SUPPORT$5,000
SISTERS OF THE HUMILITY OF MARY
820 W CENTRAL PARK AVEDAVENPORTIA52804PCGENERAL OPERATING SUPPORT$4,000
SPIRIT OF AMERICA WORLDWIDE
12021 WILSHIRE BLVD STE 507LOS ANGELESCA90025PCGENERAL OPERATING SUPPORT$100,000
SQUADRON A FOUNDATION
3 W 51 STREETNEW YORKNY10019PCGENERAL OPERATING SUPPORT$2,500
ST BARNABAS EPISCOPAL CHURCH
10345 MONTGOMERY ROADMONTGOMERYOH45242PCGENERAL OPERATING SUPPORT$27,500
STANFORD UNIVERSITY
485 BORADWAY STREETREDWOOD CITYCA94063PCGENERAL OPERATING SUPPORT$200,000
STANFORD UNIVERSITY
485 BORADWAY STREETREDWOOD CITYCA94063PCGENERAL OPERATING SUPPORT$200,000
STANFORD UNIVERSITY
485 BORADWAY STREETREDWOOD CITYCA94063PCGENERAL OPERATING SUPPORT$146,448
STANFORD UNIVERSITY
485 BORADWAY STREETREDWOOD CITYCA94063PCGENERAL OPERATING SUPPORT$134,447
STANFORD UNIVERSITY
485 BORADWAY STREETREDWOOD CITYCA94063PCGENERAL OPERATING SUPPORT$427,852
STEPPING STONES MUSEUM FOR CHILDREN
303 WEST AVENORWALKCT06850PCGENERAL OPERATING SUPPORT$10,000
TEXAS A&M UNIVERSITY
400 HARVEY MITCHELL PKWY SOUTHCOLLEGE STATIONTX77845GOVGENERAL OPERATING SUPPORT$7,500
THE ALEXANDER HAMILTON SOCIETY
1875 CONNECTICUT AVE NW STE 10WASHINGTONDC20009PCGENERAL OPERATING SUPPORT$161,000
THE AMERICAN ACADEMY FOR STRATEGIC EDUCATION
28892 MARGUERITE PKWY STE 260MISSION VIEJOCA92692PFGENERAL OPERATING SUPPORT$144,043
THE AMERICAN SOCIETY OF THE MOST VENERABLE ORDER OF THE HOSPITAL OF ST JOH
22101 MOROSS RDDETROITMI48236PCGENERAL OPERATING SUPPORT$2,500
THE ARAB GULF STATES INSTITUTE IN WASHINGTON
1050 CONNECTICUT AVE NW STE 1060WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$50,000
ARMY DISTAFF FOUNDATION INC
6200 OREGON AVE NWWASHINGTONDC20015PCGENERAL OPERATING SUPPORT$10,000
THE ATLANTIC COUNCIL OF THE UNITED STATES INC
910 17TH ST NWWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$50,000
THE ATLANTIC COUNCIL OF THE UNITED STATES INC
910 17TH ST NWWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$5,000
THE ATLANTIC COUNCIL OF THE UNITED STATES INC
910 17TH ST NWWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$125,000
THE ATLANTIC COUNCIL OF THE UNITED STATES INC
910 17TH ST NWWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$200,000
THE ATLANTIC COUNCIL OF THE UNITED STATES INC
910 17TH ST NWWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$108,405
THE BERKSHIRE TACONIC COMMUNITY
800 N MAIN STSHEFFIELDMA01257PCGENERAL OPERATING SUPPORT$5,000
COLLEGE OF WILLIAM & MARY
PO BOX 8795WILLIAMSBURGVA23187GOVGENERAL OPERATING SUPPORT$75,000
THE DUI HUA FOUNDATION
450 SUTTER ST RM 900SAN FRANCISCOCA94108PCGENERAL OPERATING SUPPORT$180,000
THE FATHERS HOUSE
940 LAKE EMORY ROADFRANKLINENC28734PCGENERAL OPERATING SUPPORT$5,000
THE FOUNDATION FOR DEFENSE OF DEMOCRACIES INC
PO BOX 33249WASHINGTONDC20033PCGENERAL OPERATING SUPPORT$300,000
THE INSTITUTE FOR THE STUDY OF WAR
1400 16TH ST NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$200,000
THE INSTITUTE FOR THE STUDY OF WAR
1400 16TH ST NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$10,000
THE INTERNATIONAL INSTITUTE FOR STRATEGIC STUDIES-IISS AMERICAS
2121 K STREET NW STE 600WASHINGTONDC20037PCGENERAL OPERATING SUPPORT$90,310
THE JAMESTOWN FOUNDATION
210 LIBERTY STJAMESTOWNPA16134PCGENERAL OPERATING SUPPORT$119,158
THE JAMESTOWN FOUNDATION
210 LIBERTY STJAMESTOWNPA16134PCGENERAL OPERATING SUPPORT$225,000
THE JAMESTOWN FOUNDATION
210 LIBERTY STJAMESTOWNPA16134PCGENERAL OPERATING SUPPORT$100,000
THE JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA
1101 14TH STREET NW STE 1030WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$100,000
THE MARATHON INITIATIVE
1725 PENNSYLVANIA AVE NW STE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$150,000
THE MARATHON INITIATIVE
1725 PENNSYLVANIA AVE NW STE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$146,300
THE MARATHON INITIATIVE
1725 PENNSYLVANIA AVE NW STE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$11,110
THE MIDDLE EAST INSTITUTE
1763 N STREET NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$100,000
THE NONPROLIFERATION POLICY EDUCATION CENTER
1600 WILSON BLVD STE 640ARLINGTONVA22209PCGENERAL OPERATING SUPPORT$175,000
THE OXUS SOCIETY FOR CENTRAL ASIAN AFFAIRS
2039 NEW HAMPSHIRE AVE NW 306WASHINGTONDC20009PCGENERAL OPERATING SUPPORT$139,700
THE PETEY GREEN PROGRAM INC
22 STOCKTON STPRINCETONNJ08540PCGENERAL OPERATING SUPPORT$5,000
THE SHEPHERD'S TABLE INC
8106 GEORGIA AVENUESILVER SPRINGMD20910PCGENERAL OPERATING SUPPORT$2,000
URBAN INSTITUTE
500 LENFANT PLAZA SWWASHINGTONDC20024PCGENERAL OPERATING SUPPORT$250,000
URBAN INSTITUTE
500 LENFANT PLAZA SWWASHINGTONDC20024PCGENERAL OPERATING SUPPORT$150,000
THE VOLCKER ALLIANCE
39 BROADWAY STE 1930NEW YORKNY10006PCGENERAL OPERATING SUPPORT$250,000
WESTMINSTER SCHOOL INC
995 HOPMEADOW STSIMSBURYCT06070PCGENERAL OPERATING SUPPORT$10,000
THE WISCONSIN PROJECT ON NUCLEAR ARMS CONTROL
1701 K STREET NW STE 805WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$150,000
WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS
1300 PENNSYLVANIA AVENUE NWWASHINGTONDC20004PCGENERAL OPERATING SUPPORT$200,000
THOMAS B FORDHAM INSTITUTE
1016 16TH ST NW 8TH FLWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$200,000
TRIAD INDEPENDENT CAT RESCUE INC
2405 COTTAGE PLACEGREENSBORONC27455PCGENERAL OPERATING SUPPORT$2,000
TRILATERAL COMMISSION NORTH AMERICA
PO BOX 380810CAMBRIDGEMA02238PCGENERAL OPERATING SUPPORT$5,000
DARTMOUTH COLLEGE
6016 MCNUTT HALL DARTMOUTH COLLEGEHANOVERNH03755PCGENERAL OPERATING SUPPORT$96,305
DARTMOUTH COLLEGE
6016 MCNUTT HALL DARTMOUTH COLLEGEHANOVERNH03755PCGENERAL OPERATING SUPPORT$182,122
DARTMOUTH COLLEGE
6016 MCNUTT HALL DARTMOUTH COLLEGEHANOVERNH03755PCGENERAL OPERATING SUPPORT$8,000
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STPHILADELPHIAPA19104PCGENERAL OPERATING SUPPORT$7,500
TUFTS UNIVERSITY
419 BOSTON AVEMEDFORDMA02155PCGENERAL OPERATING SUPPORT$25,000
UNC HEALTH FOUNDATION INC
PO BOX 309CHAPEL HILLNC27514PCGENERAL OPERATING SUPPORT$10,000
UNITED STATES NAVAL INSTITUTE
291 WOOD RDANNAPOLISMD21402PCGENERAL OPERATING SUPPORT$20,000
UNITED WAY OF GREATER GREENSBORO INC
PO BOX 14998GREENSBORONC27415PCGENERAL OPERATING SUPPORT$10,000
UNIVERSITY OF CALIFORNIA IRVINE
A311 STUDENT CENTERIRVINECA92697PCGENERAL OPERATING SUPPORT$83,381
UNIVERSITY OF CALIFORNIA BERKELEY
101 SPROUL HALL 4206BERKELEYCA94720PCGENERAL OPERATING SUPPORT$200,000
UNIVERSITY OF CALIFORNIA AT LOS ANGELES
405 HILGARD AVELOS ANGELESCA90095PCGENERAL OPERATING SUPPORT$7,500
UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVELA JOLLACA92093PCGENERAL OPERATING SUPPORT$75,000
UNIVERSITY OF CHICAGO
1427 EAST 60TH STCHICAGOIL60637PCGENERAL OPERATING SUPPORT$400,000
UNIVERSITY OF CHICAGO
1427 EAST 60TH STCHICAGOIL60637PCGENERAL OPERATING SUPPORT$7,500
UNIVERSITY OF CONNECTICUT
343 MANSFIELD RD UNIT 1074STORRSCT06269GOVGENERAL OPERATING SUPPORT$67,069
UNIVERSITY OF MARYLAND FOUNDATION INC
701 EAST PRATT STBALTIMOREMD21202GOVGENERAL OPERATING SUPPORT$50,000
UNIVERSITY OF MICHIGAN
500 S STATE STANN ARBORMI48109PCGENERAL OPERATING SUPPORT$145,644
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
130 MASON FARM RDCHAPEL HILLNC27599PCGENERAL OPERATING SUPPORT$60,000
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
130 MASON FARM RDCHAPEL HILLNC27599PCGENERAL OPERATING SUPPORT$7,500
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
130 MASON FARM RDCHAPEL HILLNC27599PCGENERAL OPERATING SUPPORT$4,000
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
130 MASON FARM RDCHAPEL HILLNC27599PCGENERAL OPERATING SUPPORT$2,000
UNIVERSITY OF NOTRE DAME
100 CAMPUS DISTRIBUTION CENTERNOTRE DAMEIN46556PCGENERAL OPERATING SUPPORT$200,586
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STPHILADELPHIAPA19104PCGENERAL OPERATING SUPPORT$99,000
UNIVERSITY OF VIRGINIA
1827 UNIVERSITY AVENUECHARLOTTESVILLEVA22903PCGENERAL OPERATING SUPPORT$77,059
UPPER VALLEY ARTS
PO BOX 322NORWICHCT05055PCGENERAL OPERATING SUPPORT$5,000
UPPER VALLEY ARTS
PO BOX 322NORWICHCT05055PCGENERAL OPERATING SUPPORT$5,000
VALLEY FORGE MILITARY ACADEMY FOUNDATION
1001 EAGLE ROADWAYNEPA19087PCGENERAL OPERATING SUPPORT$20,000
VOLUNTEERS OF AMERICA MID STATES
570 S 4TH STREETLOUISVILLEKY40202PCGENERAL OPERATING SUPPORT$1,500
W E UPJOHN INSTITUTE FOR EMPLOYMENT RESEARCH
300 S WESTNEDGE AVENUEKALAMAZOOMI49007PCGENERAL OPERATING SUPPORT$102,700
WELLESLEY COLLEGE
106 CENTRAL STREETWELLESLEYMA02481PCGENERAL OPERATING SUPPORT$77,262
WESTOVER PRESBYTERIAN CHURCH INC
505 MUIRS CHAPEL ROADGREENSBORONC27410PCGENERAL OPERATING SUPPORT$40,000
WESTOVER PRESBYTERIAN CHURCH INC
505 MUIRS CHAPEL ROADGREENSBORONC27410PCGENERAL OPERATING SUPPORT$5,000
WINSTON PREPARATORY SCHOOL
126 W 17TH STREETNEW YORKNY10011PCGENERAL OPERATING SUPPORT$20,000
YALE UNIVERSITY
PO BOX 208229NEW HAVENCT06520PCGENERAL OPERATING SUPPORT$2,500
YALE UNIVERSITY
PO BOX 208229NEW HAVENCT06520PCGENERAL OPERATING SUPPORT$113,412
YOUTH FOCUS INC
405 PARKWAY AVE STE AGREENSBORONC27401PCGENERAL OPERATING SUPPORT$5,000
GJRTT FAMILY GRANTS PROGRAM
800 GREEN VALLEY ROAD STE 203GREENSBORONC27408PFGENERAL OPERATING SUPPORT$250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$21,140,808TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (40 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICA ABROAD MEDIA
1701 PENNSYLVANIA AVE NW STE 200WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$250,000
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$97,600
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$60,000
ASSOCIATION FOR A NEW CENTURY INC
PO BOX 115SWEICKLEYPA15143PCGENERAL OPERATING SUPPORT$150,000
BARD COLLEGE
PO BOX 5000ANNANDALEONHUDSONNY12504PCGENERAL OPERATING SUPPORT$60,000
BROWN UNIVERSITY
75 WATERMAN STPROVIDENCERI02912PCGENERAL OPERATING SUPPORT$350,000
BROWN UNIVERSITY
75 WATERMAN STPROVIDENCERI02912PCGENERAL OPERATING SUPPORT$250,000
CAMPAIGN FOR HUMAN RIGHTS INC
137 MONTAGUE STREET PMB 384BROOKLYNNY11201PCGENERAL OPERATING SUPPORT$100,000
CANDID AKA FOUNDATION CENTER
32 OLD SLIP 24NEW YORKNY10005PCGENERAL OPERATING SUPPORT$20,000
CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS
1667 K ST NW STE 900WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$100,131
COLUMBIA UNIVERSITY
213 LOW LIBRARY 535 W 116TH STNEW YORKNY10027PCGENERAL OPERATING SUPPORT$100,000
COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET
1900 M STREET SUITE 850WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$138,000
EYE ON ISIS
206 CHRISTOL STMETUCHENNJ08840PCGENERAL OPERATING SUPPORT$50,000
FOREIGN POLICY RESEARCH INSTITUTE
1528 WALNUT ST STE 610PHILADELPHIAPA19102PCGENERAL OPERATING SUPPORT$69,300
GEORGETOWN UNIVERSITY
37TH AND O STREETS NWWASHINGTONDC20057PCGENERAL OPERATING SUPPORT$83,611
HARVARD UNIVERSITY
1350 MASSACHUSETTS AVECAMBRIDGEMA02138PCGENERAL OPERATING SUPPORT$200,000
HUDSON INSTITUTE INC
1201 PENNSYLVANIA AVE NW STE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$100,000
HUDSON INSTITUTE INC
1201 PENNSYLVANIA AVE NW STE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$162,250
NAVAL WAR COLLEGE FOUNDATION INC
686 CUSHING ROADNEWPORTRI02841PCGENERAL OPERATING SUPPORT$60,000
NEW AMERICA FOUNDATION
740 15TH ST NW STE 900WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$45,000
OUTCOMES RESEARCH INSTITUTE
1092 CATHCART WAYSTANFORDCA94305PCGENERAL OPERATING SUPPORT$200,000
ROYAL INSTITUTE OF INTERNATIONAL AFFAIRS CHATHAM HOUSE
1725 I STREET NWWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$75,000
STANFORD UNIVERSITY
485 BORADWAY STREETREDWOOD CITYCA94063PCGENERAL OPERATING SUPPORT$121,848
STANFORD UNIVERSITY
485 BORADWAY STREETREDWOOD CITYCA94063PCGENERAL OPERATING SUPPORT$404,355
TEXAS A&M UNIVERSITY
400 HARVEY MITCHELL PKWY SOUTHCOLLEGE STATIONTX77845GOVGENERAL OPERATING SUPPORT$60,000
THE ATLANTIC COUNCIL OF THE UNITED STATES INC
910 17TH ST NWWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$91,493
COLLEGE OF WILLIAM & MARY
PO BOX 8795WILLIAMSBURGVA23187GOVGENERAL OPERATING SUPPORT$75,000
THE INSTITUTE FOR THE STUDY OF WAR
1400 16TH ST NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$200,000
THE INTERNATIONAL INSTITUTE FOR STRATEGIC STUDIES-IISS AMERICAS
2121 K STREET NW STE 600WASHINGTONDC20037PCGENERAL OPERATING SUPPORT$109,890
THE JAMESTOWN FOUNDATION
210 LIBERTY STJAMESTOWNPA16134PCGENERAL OPERATING SUPPORT$50,000
THE JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA
1101 14TH STREET NW STE 1030WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$100,000
THE MIDDLE EAST INSTITUTE
1763 N STREET NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$50,000
THE NONPROLIFERATION POLICY EDUCATION CENTER
1600 WILSON BLVD STE 640ARLINGTONVA22209PCGENERAL OPERATING SUPPORT$175,000
URBAN INSTITUTE
500 LENFANT PLAZA SWWASHINGTONDC20024PCGENERAL OPERATING SUPPORT$250,000
THE VOLCKER ALLIANCE
39 BROADWAY STE 1930NEW YORKNY10006PCGENERAL OPERATING SUPPORT$250,000
THOMAS B FORDHAM INSTITUTE
1016 16TH ST NW 8TH FLWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$200,000
UNIVERSITY OF MICHIGAN
500 S STATE STANN ARBORMI48109PCGENERAL OPERATING SUPPORT$121,928
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STPHILADELPHIAPA19104PCGENERAL OPERATING SUPPORT$99,275
WELLESLEY COLLEGE
106 CENTRAL STREETWELLESLEYMA02481PCGENERAL OPERATING SUPPORT$122,718
YALE UNIVERSITY
PO BOX 208229NEW HAVENCT06520PCGENERAL OPERATING SUPPORT$3,864
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$5,206,263TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,131ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$9,583UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$7,258,223ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$44,159UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$57,198,322ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (9 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
EQUITY IN PARTNERSHIP INCOME(LOSS)523000$140,54914$19,683,516
EQUITY IN INC(LOSS) OF SRF PROPERTIES I (501(A) REAL EST. HOLDING COMPANY)14$1,273,702
EQUITY IN INC(LOSS) OF SRF PROPERTIES II (501(A) REAL EST. HOLDING COMPANY)14-$64,964
EQUITY IN INC(LOSS) OF SRF PROPERTIES III (501(A) REAL EST. HOLDING COMPANY)14$383,216
UNREALIZED GAIN/(LOSS)14-$158,797
GRANTS RETURNED14$127,173
GRANTS CANCELLED14$283,498
MISCELLANEOUS INCOME/(LOSS)14$625
SALE OF FIXED ASSETS14$277

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$194,291UnrelatedBusinessTaxblIncmAmt
Exclusion$85,985,922ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$86,180,213TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1H SMITH RICHARDSON CHARITABLE TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1701 GREEN VALLEY ROAD SUITE 306AddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP274087096ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,409,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryRSM US LLPCategoryTxt
Amt$109,160Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$109,160DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionFOUNDATION TRUSTEES HEREBY ELECT UNDER TREASURY REGULATION SECTION 53.4942(A)-3(D)(2) TO TREAT $2,409,000 OF GRANTS MADE IN 2021 AS A DISTRIBUTION FROM CORPUS.ElectionDesc

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtVerificationVerificationDtResults Of VerificationResultsOfVerificationTxt
AMERICAN ACADEMY FOR STRATEGIC EDUCATION
200 M ST NW SUITE 760WASHINGTONDC200122020-07-15$230,000OUR GRANT IS INTENDED TO HELP FUND THE EDUCATIONAL ACTIVITIES DIRECTLY PERFORMED AND CARRIED OUT BY AASE. THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3).$144,043NO06/25/212021-06-09ON 6/25/21, AASE REFUNDED $85,957 OF UNEXPENDED FUNDS FROM THE ORIGINAL GRANT.
GRACE JONES RICHARDSON TESTAMENTARY TRUST
800 GREEN VALLEY ROAD SUITE 203GREENSBORONC274082021-03-31$250,000OUR GRANT IS FOR THE GENERAL GRANT MAKING SUPPORT OF GRACE JONES RICHARDSON TESTAMENTARY TRUST AND MUST BE EXPENDED FOR CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).$250,000NO12/31/20212021-12-31
RUSI - ROYAL UNITED SERVICES INSTITUTE RUSI US FOUNDATION
1776 I STREET NW 9TH FLOORWASHINGTONDC200062021-07-13$115,572OUR GRANT IS INTENDED TO HELP FUND THE EDUCATIONAL ACTIVITIES DIRECTLY PERFORMED AND CARRIED OUT BY RUSI. THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3).$115,572NO2021-12-31RUSI IS REQUIRED TO PROVIDE SRF WITH ITS DETAILED FINANCIAL REPORT REGARDING PROPER EXPENDITURE OF THIS GRANT NO LATER THAN 12/31/2022.

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierCONTROLLED ENTITIESIdentifierTxt
Form And Line ReferenceFORM 990-PF, PART VI-A, LINE 11FormAndLineReferenceDesc
Medium ExplanationTHE SMITH RICHARDSON FOUNDATION (EIN 56-0611550) OWNS AN APPROXIMATELY 63.51% INTEREST IN MOORINGS CAPITAL LLC (EIN 56-2280118). MOORINGS CAPITAL LLC'S ADDRESS IS 701 GREEN VALLEY ROAD, SUITE 306, GREENSBORO, NC 27408. SOME OF THE OTHER LLC MEMBERS SHARE COMMON TRUSTEES WITH THE SMITH RICHARDSON FOUNDATION. WHEN THE TRUST'S OWNERSHIP INTEREST IN MOORINGS CAPITAL LLC IS COMBINED WITH THE OTHER LLC MEMBERS, THE TRUST COULD BE CONSIDERED TO OWN A CONTROLLED ENTITY. DURING THE 2021 TAX YEAR, THE SMITH RICHARDSON FOUNDATION DID NOT RECEIVE ANY SPECIFIED PAYMENTS FROM MOORINGS CAPITAL LLC WITHIN THE MEANING OF INTERNAL REVENUE CODE SECTION 512(B)(13)(A).ALSO, THE SMITH RICHARDSON FOUNDATION'S OWNERSHIP INTEREST IN MOORINGS CAPITAL LLC IS NOT AN EXCESS BUSINESS HOLDING UNDER INTERNAL REVENUE CODE SECTION 4943.MOORINGS CAPITAL LLC IS A PARTNERSHIP FOR FEDERAL INCOME TAX PURPOSES, AND IT HAS FOUR PARTNERS/LLC MEMBERS. ALL OF THE MEMBERS ARE TAX EXEMPT ENTITIES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).THIS LLC WAS FORMED FOR THE PURPOSE OF POOLING EACH INDIVIDUAL TAX EXEMPT ENTITY'S SEPARATE INVESTMENTS INTO ONE LARGER INVESTMENT POOL. THIS POOLING OF INVESTMENTS PROVIDES MANY BENEFITS TO THE PARTNERS/MEMBERS WHICH INCLUDE LOWER INVESTMENT MANAGEMENT FEES AND ACCESS TO INVESTMENTS NOT OTHERWISE AVAILABLE. MOORINGS CAPITAL LLC DOES NOT HAVE ANY EMPLOYEES AND ITS ONLY ASSETS ARE THE INVESTMENTS IN LOWER TIER INVESTMENT PARTNERSHIPS. MOORINGS CAPITAL DOES NOT HAVE A CONTROLLING INTEREST IN ANY OF THE LOWER TIER INVESTMENT PARTNERSHIPS THAT IT OWNS. ALSO, NEITHER SMITH RICHARDSON FOUNDATION NOR ANY OTHER PARTNER/LLC MEMBER HAS ANY CONTROLLING INTEREST IN ANY OF THE LOWER TIER INVESTMENTS THAT ARE OWNED BY MOORINGS CAPITAL LLC.DURING THE 2021 TAX YEAR THE SMITH RICHARDSON FOUNDATION RECEIVED $24,260,000 OF CAPITAL DISTRIBUTIONS FROM MOORINGS CAPITAL LLC.MediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPARTNERSHIP EQUITYCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$605,066,206BookValueAmt
EOYFMV$605,066,206EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NEXSEN PRUET LEGAL FEES$15,691$0$15,691
BROOKS PIERCE LEGAL FEES$836$0$836

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER RECEIVABLESDesc
BOY Book Value$300,801BOYBookValueAmt
EOY Book Value$25,462EOYBookValueAmt
EOYFMV$25,462EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$6,017$0$6,017
CONSULTING FEES$80,915$0$80,915
DUES & SUBSCRIPTIONS$15,836$0$15,836
FURNITURE RENTAL$11,789$0$11,789
INSURANCE$132,403$0$140,117
MAINTENANCE$95,199$0$106,877
OFFICE SUPPLIES$44,364$0$44,364
POSTAGE$8,572$0$8,572
TELEPHONE$60,456$0$60,456
UTILITIES$15,780$0$15,780
MISCELLANEOUS EXPENSE$1,424$0$1,801
PENALTIES$6,057$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (10 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmtRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME FROM MOORINGS CAPITAL LLC$4,439,414
EQUITY IN PARTNERSHIP INCOME(LOSS)$19,824,065$19,683,516
EQUITY IN INC(LOSS) OF SRF PROPERTIES I (501(A) REAL EST. HOLDING COMPANY)$1,273,702$1,273,702
EQUITY IN INC(LOSS) OF SRF PROPERTIES II (501(A) REAL EST. HOLDING COMPANY)-$64,964-$64,964
EQUITY IN INC(LOSS) OF SRF PROPERTIES III (501(A) REAL EST. HOLDING COMPANY)$383,216$383,216
UNREALIZED GAIN/(LOSS)-$158,797-$158,797
GRANTS RETURNED$127,173$127,173
GRANTS CANCELLED$283,498$283,498
MISCELLANEOUS INCOME/(LOSS)$625$625
SALE OF FIXED ASSETS$277$277

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED EXCISE TAX$2,117,000$2,652,000
GRANTS PAYABLE TO SRF I, SRF II, AND SRF III$1,626,051$34,098

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CUSTODIAN FEES$133$133$0
EQUITY IN PSHP INCOME(LOSS): INVESTMENT EXPENSES (K-1'S)$0$6,565,191$0
COMPUTER CONSULTING$140,697$0$122,648
OTHER PROFESSIONAL FEES$231,318$0$231,318

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$125,998$0$125,998
DEFERRED FEDERAL EXCISE TAX BENEFIT$1,440,366$0$0

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINDescDescAmtAmt
MOORINGS CAPITAL LLC
701 GREEN VALLEY ROAD SUITE 306GREENSBORONC27408562280118CASH DISTRIBUTION AS SHOWN ON 2021 SCHEDULE K-1 RCVD FROM PARTNERSHIP.$0
MOORINGS CAPITAL LLC
701 GREEN VALLEY ROAD SUITE 306GREENSBORONC27408562280118REIMBURSEMENT FOR SERVICES PROVIDED TO MOORINGS CAPITAL, LLC.$0
FieldValueIRS element (for citing)
Total$26,218,762TotalAmt