2025-07-07T10:03:58-05:00 2024-12-31 333709623 COHNREZNICK ADVISORY LLC 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990PF 2024-01-01 133766226 SMBC GLOBAL FOUNDATION INC SMBC 2122244118 277 PARK AVENUE 5TH FLOOR NEW YORK NY 10172 ERIC ECKHOLDT PRESIDENT 2122244592 2025-06-26 1 1 LORI ROTHE YOKOBOSKY P01273422 9592007000 2025-06-24 2024 2025-03-06 01:10:19Z X 17082270 X 1743000 721905 721905 255999 1730375 255999 2720904 977904 0 0 0 34368 3437 30931 72972 43635 29338 12939 0 0 22628 0 22628 142907 47072 82897 2701812 1102391 2844719 47072 1185288 -123815 930832 195076 17630 8250 8250 10647119 11537976 11537976 4681042 5536044 5536044 15540867 17082270 17082270 35044 57827 359384 1656493 394428 1714320 X 15146439 15367950 15146439 15367950 15540867 17082270 15146439 -123815 345326 15367950 0 15367950 VANGUARD FUNDS P 1730375 1474376 255999 255999 255999 12939 0 12939 0 12939 9380 0 3559 0 12939 0 0 0 0 0 0 0 0 0 0 0 0 1 1 NY DE 1 0 0 0 0 1 WWW.SMBCGROUP.COM ERIC ECKHOLDT 2122244915 277 PARK AVENUE 5TH FLOOR NEW YORK NY 10172 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AABHA SHARMA C/O SUMITOMO MITSUI BANKING CORP 277 PARK AVENUE NEW YORK NY 10172 ASSISTANT SECRETARY 0.50 0 0 0 CARL ADAMS C/O SUMITOMO MITSUI BANKING CORP 277 PARK AVENUE NEW YORK NY 10172 DIRECTOR 0.25 0 0 0 ERIC ECKHOLDT C/O SUMITOMO MITSUI BANKING CORP 277 PARK AVENUE NEW YORK NY 10172 PRESIDENT 4.00 0 0 0 HIRO OSHIMA C/O SUMITOMO MITSUI BANKING CORP 277 PARK AVENUE NEW YORK NY 10172 DIRECTOR/CHAIRPERSON 0.50 0 0 0 KATSUYUKI KUBO C/O SUMITOMO MITSUI BANKING CORP 277 PARK AVENUE NEW YORK NY 10172 DIRECTOR 0.25 0 0 0 KUO-CHANG KC LU C/O SUMITOMO MITSUI BANKING CORP 277 PARK AVENUE NEW YORK NY 10172 TREASURER 0.25 0 0 0 LEANNE MADER C/O SUMITOMO MITSUI BANKING CORP 277 PARK AVENUE NEW YORK NY 10172 SECRETARY 0.50 0 0 0 LISETTE LIEBERMAN C/O SUMITOMO MITSUI BANKING CORP 277 PARK AVENUE NEW YORK NY 10172 DIRECTOR 0.25 0 0 0 LYNN ZILKA C/O SUMITOMO MITSUI BANKING CORP 277 PARK AVENUE NEW YORK NY 10172 ASSISTANT SECRETARY 0.25 0 0 0 PETER STURZINGER C/O SUMITOMO MITSUI BANKING CORP 277 PARK AVENUE NEW YORK NY 10172 OUTGOING-ASSISTANT SECRETARY 0.25 0 0 0 ROBIN MILBERG C/O SUMITOMO MITSUI BANKING CORP 277 PARK AVENUE NEW YORK NY 10172 DIRECTOR 0.25 0 0 0 STEPHANIE BOWKER C/O SUMITOMO MITSUI BANKING CORP 277 PARK AVENUE NEW YORK NY 10172 DIRECTOR 0.25 0 0 0 SUMIN SEO C/O SUMITOMO MITSUI BANKING CORP 277 PARK AVENUE NEW YORK NY 10172 ASSISTANT SECRETARY 0.25 0 0 0 WILLIAM GOUGHERTY C/O SUMITOMO MITSUI BANKING CORP 277 PARK AVENUE NEW YORK NY 10172 ASSISTANT SECRETARY 0.25 0 0 0 NONE 0 NONE 0 0 16226345 328847 0 16555192 0 0 16555192 248328 16306864 815343 815343 12939 12939 802404 0 802404 0 802404 1185288 0 1185288 802404 0 0 906402 906402 1185288 0 0 0 802404 382884 0 0 1289286 0 0 0 0 0 0 0 1289286 906402 382884 PRESIDENT SMBC GLOBAL FOUNDATIONINC 277 PARK AVENUE NEW YORK NY 10172 2122244440 GRANT APPLICATIONS ARE ACCEPTED BY INVITE ONLY. GRANT REQUESTS INCLUDE THE FOLLOWING INFORMATION: A DESCRIPTION OF THE ORGANIZATION, ITS HISTORY AND OVERALL PURPOSES; THE SPECIFIC PURPOSE FOR THE GRANT REQUEST, EXPLANATION OF NEED AND AMOUNT OF CASH REQUESTED; AND EVIDENCE OF THE ORGANIZATION'S TAX-EXEMPT STATUS. ADDITIONAL INFORMATION MAY BE REQUESTED BASED ON THE PROGRAM FOR WHICH THE GRANT IS BEING APPLIED. DEADLINES FOR GRANT SUBMISSIONS VARY BASED ON PROGRAM AND ARE DETERMINED AT THE TIME OF APPLICATION. SMBC GLOBAL FOUNDATION, INC. DOES NOT RESTRICT GRANTS BY GEOGRAPHICAL AREAS. THE FOUNDATION ONLY GIVES TO INSTITUTIONS WITHIN THE UNITED STATES WHICH ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE, AND ONLY FOR 501(C)(3) PURPOSES OUTSIDE THE UNITED STATES. IT PROVIDES GRANTS TO SUPPORT EDUCATIONAL ORGANIZATIONS; TO ASSIST ORGANIZATIONS COMMITTED TO COMMUNITY SERVICE AND TO THE PROVISION OF SOCIAL SERVICES TO THOSE IN NEED; TO ASSIST ORGANIZATIONS DEDICATED TO PUBLIC HEALTH; AND TO ENCOURAGE INDIVIDUALS TO SERVE THEIR COMMUNITY. IN 2023, THE FOUNDATION LAUNCHED A NEW GRANTMAKING PROGRAM THAT PROVIDES UNDERSERVED YOUTH WITH ENRICHING OUTDOOR-BASED EXPERIENCES. THE FOUNDATION DOES NOT MAKE GRANTS TO ORGANIZATIONS WHOSE ACTIVITIES ARE INCONSISTENT WITH SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE OR ORGANIZATIONS WHOSE ATTEMPT TO INFLUENCE LEGISLATION. PRESIDENT SMBC GLOBAL FOUNDATIONINC 277 PARK AVENUE NEW YORK NY 10172 2122244440 ELIGIBLE EMPLOYEES ARE ABLE TO SUBMIT MATCHING GIFT APPLICATIONS ONLINE DURING WHICH THE FOLLOWING INFORMATION IS COLLECTED: CHARITY TO WHICH DONATION WAS MADE, DONATION AND REQUESTED MATCHING AMOUNTS, THE DATE OF THE DONATION, AND EVIDENCE OF THE DONATION. MATCHING GIFT APPLICATIONS MUST BE SUBMITTED WITHIN THE CALENDAR YEAR IN WHICH THE DONATIONS WERE MA THE MAXIMUM AMOUNT DONATED PER EMPLOYEE PER YEAR IS LIMITED TO $1,000, AND THE MINIMUM DONATION FOR MATCHING FUNDS IS $25. IN 2024, THE FOUNDATION MADE DONATIONS TOTALING $725,241 RELATING TO THIS PROGRAM. PAYMENTS TO AN ORGANIZATION OR INSTITUTION THAT ARE MADE IN CONSEQUENCE OF, OR LEAD TO, A DIRECT MATERIAL BENEFIT (SUCH AS GOODS AND SERVICES OF MORE THAN A NOMINAL VALUE) TO THE DONOR OR A MEMBER OF HIS OR HER FAMILY, OR AN INDIVIDUAL DESIGNATED BY THE DONOR, ARE NOT ELGIBILE TO BE MATCHED BY THE FOUNDATION. AMERICAN RED CROSS 520 W 49TH ST NEW YORK NY 10019 PC GENERAL OPERATING 23555 AMERICAN RED CROSS 520 W 49TH ST NEW YORK NY 10019 PC DISASTER & HUMANITARIAN RELIEF 50000 AMERICA'S CHARITIES 14200 PARK MEADOW DRIVE SUITE 330S CHANTILLY VA 20151 PC GENERAL OPERATING 257889 BATTERY CONSERVANCY INC 90 BROAD STREET 1503 NEW YORK NY 10004 PC GENERAL OPERATING 4050 BRANCH BROOK PARK ALLIANCE 53 MAPLE AVE MORRISTOWN NJ 07960 PC GENERAL OPERATING 1500 CAL STATE FULLERTON PHILANTHROPIC FOUNDATION - CENTER FOR ENTREPRENEURSHIP 2600 NUTWOOD AVE SUITE 850 FULLERTON CA 92831 PC GENERAL OPERATING 16240 CENTRAL CITY NEIGHBORHOOD PARTNERS 501 S BIXEL STREET LOS ANGELES CA 90017 PC GENERAL OPERATING 4500 CITY HARVEST 150 52ND ST BROOKLYN NY 11232 PC GENERAL OPERATING 1000 COALITION FOR THE HOMELESS 129 FULTON ST NEW YORK NY 10038 PC GENERAL OPERATING 1500 COLUMBIA BUSINESS SCHOOL - CENTER ON JAPANESE ECONOMY AND BUSINESS 645 WEST 130 ST GEFFEN HALL 6TH FLOOR NEW YORK NY 10027 PC GENERAL OPERATING 35000 COUNCIL ON THE ENVIRONMENT INC DBA GROWNYC PO BOX 2327 NEW YORK NY 10272 PC GENERAL OPERATING 2250 EARTH DAY NETWORK INC 1752 N STREET NW SUITE 700 WASHINGTON DC 20036 PC TO FACILITATE THE PLANTING OF 20,000 TREES IN THE CANOPY PROJECT'S TREE PLANTING LOCATIONS, INCLUDING INDIA, TANZANIA, MEXICO, AND CANADA 50000 FEED MY STARVING CHILDREN 401 93RD AVE NW COON RAPIDS MN 55433 PC GENERAL OPERATING 7450 FOURBLOCK FOUNDATION 230 PARK AVENUE 29TH FLOOR NEW YORK NY 10169 PC GENERAL OPERATING 3250 FREDERICK DOUGLASS ACADEMY 2581 ADAM CLAYTON POWELL BLVD NEW YORK NY 10039 PC STUDENT TRIP TO JAPAN 35000 GOD'S LOVE WE DELIVER 166 AVENUE OF THE AMERICAS NEW YORK NY 10013 PC GENERAL OPERATING 12855 GOOD PLUS FOUNDATION 306 W 37TH ST 8TH FL NEW YORK NY 10018 PC GENERAL OPERATING 17815 HAMILTON MADISON HOUSE INC 253 SOUTH ST NEW YORK NY 10002 PC GENERAL OPERATING 3530 HAMILTON MADISON HOUSE INC 253 SOUTH ST NEW YORK NY 10002 PC JAPANESE BEHAVIORAL HEALTH CLINIC 10000 HANDS ON GREATER PHOENIX 1125 SOUTHERN AVE MESA AZ 85210 PC GENERAL OPERATING 9150 HOBOKEN COMMUNITY CENTER 1301 WASHINGTON ST HOBOKEN NJ 07030 PC GENERAL OPERATING 3300 ISAMU NOGUCHI FOUNDATION AND MUSEUM 32-37 VERNON BLVD LONG ISLAND CITY NY 11106 PC GENERAL OPERATING 10000 IUC (INTER-UNIVERSITY CENTER FOR JAPANESE STUDIES) - 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AWARDS MADE UNDER THESE PROCEDURES ARE SCHOLARSHIP OR FELLOWSHIP GRANTS, AND ARE NOT TAXABLE TO THE RECIPIENT IF THEY ARE USED FOR QUALIFIED TUITION AND RELATED EXPENSES. FORM 990 PF, PART VII-B, LINE 1A(3): AS SUBSTANTIAL CONTRIBUTORS, SUMITOMO MISUI BANKING CORPORATION AND SMBC AMERICAS HOLDINGS, INC ARE DISQUALIFIED PERSONS WITH RESPECT TO THE SMBC GLOBAL FOUNDATION, INC. (THE FOUNDATION) WITHIN THE MEANING OF IRC SECTION 4946(A)(1)(A). SMBC AMERICAS HOLDINGS, INC. PROVIDED THE CONTRIBUTION OF $1.743M. SUMITOMO MITSUI BANKING CORPORATION PROVIDED NOMINAL OFFICE SPACE, OFFICE SUPPLIES, AND FURNISHINGS FOR THE USE OF THE FOUNDATION WHOLLY WITHOUT CHARGE TO THE FOUNDATION. THIS ACTIVITY IS A PERMISSIBLE ACTIVITY IN ACCORDANCE WITH TREASURY REGULATION SECTION 53.4941(D)-2(D)(3). SUMITOMO MITSUI BANKING CORPORATION AND ITS WHOLLY-OWNED SUBSIDIARIES ALSO PROVIDE GENERAL BANKING FUNCTIONS TO THE FOUNDATION. THE ACTIVITY IS A PERMISSIBLE ACTIVITY IN ACCORDANCE WITH TREASURY REGULATION SECTION 53.4941(D)-2(C)(4). FORM 990 PF, PART VII-B, LINE 1A(4): AS SUBSTANTIAL CONTRIBUTORS, SUMITOMO MISUI BANKING CORPORATION AND SMBC AMERICAS HOLDINGS, INC ARE DISQUALIFIED PERSONS WITH RESPECT TO THE SMBC GLOBAL FOUNDATION, INC. (THE FOUNDATION) WITHIN THE MEANING OF IRC SECTION 4946(A)(1)(A). SUMITOMO MITSUI BANKING CORPORATION PROVIDES, OR ALTERNATIVELY, ENGAGES INDEPENDENT THIRD PARTIES TO PROVIDE, CERTAIN ACCOUNTING, BOOKKEEPING, RECORDKEEPING AND OTHER PERSONAL SERVICES TO THE FOUNDATION, ALL OF WHICH ARE REASONABLE AND NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE FOUNDATION. THESE SERVICES ARE DONATED TO THE FOUNDATION SUMITOMO MITSUI BANKING CORPORATION. THE ACTIVITY IS A PERMISSIBLE ACTIVITY IN ACCORDANCE WITH TREASURY REGULATION 53.4941(D)-3(C). VANGUARD - BONDS 5536044 5536044 VANGUARD - EQUITY 11537976 11537976 REGISTRATION 1128 0 1128 BOOKS, NEWSPAPERS AND MAGAZINES 170 0 170 BANK FEE 1530 0 1530 IT SUPPORT SERVICES 11000 0 11000 MEMBERSHIP DUES 8800 0 8800 UNREALIZED GAIN/LOSS ON INVESTMENTS 345326 MANAGEMENT SERVICE FEE 32597 3260 29338 INVESTMENT FEE 40375 40375 0 EXCISE TAX 12939 0 0