RITA ALLEN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RITA ALLEN FOUNDATION (EIN 13-6116429)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-01
- IRS object ID
- 202113059349100941
- Schema version
- 2020v4.1
- 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 | 2021-11-01T14:08:17-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-10-29 | 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 | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $192,154,107 | 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 | $133,812 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $133,812 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,645,458 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,201,644 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,203,089 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $75,453,567 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,907,468 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $434,096 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $454,122 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,416,455 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,697,046 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $765,130 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $765,130 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $636,334 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $636,334 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $385,810 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $385,810 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,021 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,021 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,363 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $44,363 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,142,504 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,128,919 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,660 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $41,682 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $34,803 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $46,194 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $117,320 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $117,320 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $30,894 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $30,894 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $401,286 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $274,803 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $401,031 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,569,465 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,491,598 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,394,563 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,523,547 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,523,547 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,093,012 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,491,598 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,918,110 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,676,557 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,205,448 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,337 | CashBOYAmt |
| Cash EOY | $74,718 | CashEOYAmt |
| Cash EOYFMV | $74,718 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,011,768 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,124,100 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,124,100 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $8,615,919 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $94,482,782 | CorporateStockBOYAmt |
| Corporate Stock EOY | $95,389,758 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $95,389,758 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $70,968,319 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $75,559,478 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $75,559,478 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,053 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,053 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,053 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $183,115,178 | TotalAssetsBOYAmt |
| Total Assets EOY | $192,154,107 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $192,154,107 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $179,401,872 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $188,447,399 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $3,713,306 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $3,706,708 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $183,115,178 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $192,154,107 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $183,115,178 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $192,154,107 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $183,115,178 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,676,557 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,715,486 | OtherIncreasesAmt |
| Subtotal | $192,154,107 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $192,154,107 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $62,642,241 | $59,524,736 | $3,117,505 | $3,117,505 | |
| ORCHARD LIQUID CREDIT FUND | $500,000 | $405,484 | $94,516 | $94,516 | P |
| YORK CREDIT OPPORTUNITIES | $712,983 | $984,741 | -$271,758 | -$271,758 | P |
| LANSDOWNE | $2,277,370 | $1,771,131 | $506,239 | $506,239 | P |
| BIRCH GROVE CREDIT STRATEGIES FUND SERIES E | $1,989,167 | $1,808,066 | $181,101 | $181,101 | P |
| COLCHIS INCOME FUND, LTD. | $2,298,236 | $2,028,172 | $270,064 | $270,064 | P |
| GOTHAM HEDGED VALUE STRATEGIES 140/40 CLASS A | $5,033,570 | $4,489,647 | $543,923 | $543,923 | P |
| THE EDGBASTON ASIAN EQUITY TRUST | -$1,158,496 | -$1,158,496 | P | ||
| RENAISSANCE INSTITUTIONAL EQUITIES FUND LLC | -$308,271 | -$308,271 | P | ||
| KABOUTER INTERNATIONAL INSIGHT FUND, LLC | -$89,537 | -$89,537 | P | ||
| NEW GENERATION TURNAROUND FUND (DELAWARE) L.P. | -$33,800 | -$33,800 | P | ||
| FUNDSMITH EQUITY FUND, L.P. | -$541 | -$541 | P | ||
| WARBURG PINCUS PRIVATE EQUITY XII (E&P) XII (B), L.P. | $20 | $20 | P | ||
| NOVALPINA CAPITAL PARTNERS I SCSP | $2,784 | $2,784 | P | ||
| DALTON INVESTMENTS TRUST - SERIES B | $21,478 | $21,478 | P | ||
| MGG SF EVERGREEN UNLEVERED FUND LP | $176,929 | $176,929 | P | ||
| WARBURG PINCUS PRIVATE EQUITY XII, L.P. | $182,151 | $182,151 | P | ||
| GQG PARTNERS INTERNATIONAL EQUITY FUND | $200,153 | $200,153 | P | ||
| ECHO STREET GOODCO SELECT II LP | $236,007 | $236,007 | P | ||
| THE OVERLOOK PARTNERS FUND, L.P. | $237,001 | $237,001 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,907,468 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $72,356 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $72,356 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $72,356 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $113,590 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $70,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $183,590 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $111,234 | OverpaymentAmt |
| Applied To ES Tax | $111,234 | 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 | DIRECTOR, CHAIRPERSON OF THE BOARD | 2.00 | $7,000 | $0 | $0 |
| ELIZABETH G CHRISTOPHERSON | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | DIRECTOR, PRESIDENT, CEO | 40.00 | $481,680 | $74,187 | $0 |
| KARI A WILLIAMS | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | FINANCE, TREASURER | 27.00 | $160,500 | $36,868 | $0 |
| KATHERINE BELYI | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | SECRETARY/COMMUNICATIONS | 25.00 | $103,950 | $14,035 | $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 | $3,500 | $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 BEGAN 93020 | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | DIRECTOR | 1.00 | $500 | $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 | $202,884 | $40,108 | $0 |
| BARBARA J NATALIZIO | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | SCIENCE PROGRAMS ADM | 40.00 | $114,303 | $43,932 | $0 |
| FATU J BADIANE MARKEY | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | COMMUNICATIONS | 40.00 | $81,677 | $39,163 | $0 |
| JANIE SCURTI | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | EXECUTIVE ASSISTANT | 40.00 | $80,360 | $30,655 | $0 |
| SAMUEL DYSON TERM ENDED 11302020 | ||||||||
| PO BOX 116 | PRINCETON | NJ | 085421116 | CIVIC SCIENCE FELLOW | 40.00 | $86,984 | $13,796 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 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 | $560,494 |
| BROWN ADVISORY MANAGEMENT LLC | |||||
| 901 S BOND STREET SUITE 400 | BALTIMORE | MD | 21231 | INVESTMENT MANAGEMENT | $239,540 |
| REINHART PARTNERS INC | |||||
| 1500 W MARKET ST SUITE 100 | MEQUON | WI | 53092 | INVESTMENT MANAGEMENT | $75,563 |
| 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 2020, THE FOUNDATION HOSTED A SERIES OF VIRTUAL MEETINGS OF CURRENT AND FORMER RITA ALLEN FOUNDATION SCHOLARS FOCUSING ON SHARING THEIR SCIENTIFIC RESEARCH IN THE NEUROBIOLOGY OF PAIN, AND WE BEGAN PREPARATIONS FOR A CONVENING OF RESEARCHERS AND PHILANTHROPISTS IN 2021 TO ADVANCE BASIC RESEARCH IN PAIN. | Description1Txt |
| Expenses1 | $68,673 | 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 2020, 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, AND A FORTHCOMING ARTICLE IN THE STANFORD SOCIAL INNOVATION REVIEW. IN 2020, 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 BOTH IN-PERSON AND VIRTUAL LEARNING OPPORTUNITIES. THE FOUNDATION ALSO LED AND SUPPORTED COLLABORATIVE EFFORTS AMONG FUNDERS FOCUSED ON SUPPORTING SCIENCE, CIVIC PARTICIPATION, AND AN EFFECTIVE SOCIAL SECTOR. | Description2Txt |
| Expenses2 | $593,055 | 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 | $160,677,719 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,098,022 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,053 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $171,781,794 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $171,781,794 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,576,727 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $169,205,067 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,460,253 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,460,253 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $72,356 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $72,356 | TotalTaxAmt |
| Distributable Before Adj | $8,387,897 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,105 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,390,002 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,390,002 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,918,110 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,918,110 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,918,110 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,390,002 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,212,042 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,918,110 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,212,042 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $706,068 | 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 | $7,683,934 | 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 (149 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN ASSOC FOR ADVANCEMENT OF SCIENCE | |||||||
| 1200 NEW YORK AVENUE NW | WASHINGTON | DC | 20005 | PC | CIVIC SCIENCE FELLOW AND COHORT | $50,000 | |
| AMERICAN ASSOC FOR ADVANCEMENT OF SCIENCE | |||||||
| 1200 NEW YORK AVENUE NW | WASHINGTON | DC | 20005 | PC | CAMPAIGN FOR SCIENCE-STEMM INDEX PROGRAM | $50,000 | |
| ANDREW K DWYER FOUNDATION | |||||||
| 108 BASSETT CREEK TRAIL | HOBE SOUND | FL | 33455 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| ANNENBERG PUBLIC POLICY CENTER | |||||||
| 202 S 36TH STREET | PHILADELPHIA | PA | 190823806 | PC | SCIENCE MEDIA MONITOR PROGRAM | $50,000 | |
| ASSOC OF WOMEN IN SCIENCE NJ-AWIS | |||||||
| 47 ECKERT DR | LINCROFT | NJ | 07738 | PC | GLOBAL ENTREPRENEURSHIP EXPERIENCE | $15,000 | |
| ASSOCIATION OF SCIENCE-TECHNOLOGY CENTERS | |||||||
| 818 CONNECTICUT AVE NW 7TH FLOOR | WASHINGTON | DC | 02003 | PC | FOSTERING THE NEXT GENERATION OF SCIENCE ENGAGEMENT LEADERS PROGRAM | $50,000 | |
| ASSOCIATION OF SCIENCE-TECHNOLOGY CENTERS | |||||||
| 818 CONNECTICUT AVE NW 7TH FLOOR | WASHINGTON | DC | 02003 | PC | FOSTERING THE NEXT GENERATION OF SCIENCE ENGAGEMENT LEADERS: L3 PROGRAM | $50,000 | |
| BE THE MATCH FOUNDATION | |||||||
| 500 N 5TH STREET | MINNEAPOLIS | MN | 55401 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BOSTON CHILDREN'S HOSPITAL TRUST | |||||||
| 401 PARK DRIVE | BOSTON | MA | 02215 | PC | CARDIOLOGY CARDIAC TRANSPLANT RESEARCH & EDUCATION OPERATING FUND | $13,000 | |
| BRANDEIS UNIVERSITY | |||||||
| 415 SOUTH STREET MAILSTOP 110 | WALTHAM | MA | 02454 | PC | GENERAL OPERATING PURPOSES | $180,000 | |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET STREET SUITE 2 | LEWISBURG | PA | 17837 | PC | PROJECT SUPPORT-THE ANNUAL FUND | $5,000 | |
| C NEWMARK SCH JOURNALISM CUNY FOUNDATION | |||||||
| 219 WEST 40TH STREET | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| MC 5-32 1200 EAST CALIFORNIA BLVD | PASADENA | CA | 91125 | PC | JOSEPH PARKER 2018 MILTON CASSEL SCHOLAR | $110,000 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| MC 5-32 1200 EAST CALIFORNIA BLVD | PASADENA | CA | 91125 | PC | DAVID VAN VALEN 2020 SCHOLAR | $100,000 | |
| CENTER FOR DISASTER PHILANTHROPY | |||||||
| ONE THOMAS CIRCLE NW SUITE 700 | WASHINGTON | DC | 20005 | PC | VIRTUAL LEARNING SERIES ON DIVERSITY, EQUITY AND INCLUSION | $30,000 | |
| COALITION TO SHELTER & SUPPORT HOMELESS | |||||||
| 196 W ASHLAND ST | DOYLESTOWN | PA | 18901 | PC | GENERAL OPERATING SUPPORT | $100 | |
| COLD SPRING HARBOR LABORATORY | |||||||
| 1 BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | PC | SCIENTIFIC MEETINGS EXPENSES OF GRADUATE STUDENTS & POSTDOCTORAL RESEARCHERS | $6,000 | |
| COLD SPRING HARBOR LABORATORY | |||||||
| 1 BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | PC | CAMILA DOS SANTOS 2016 SCHOLAR | $100,000 | |
| COMMITTEE TO PROTECT JOURNALISTS | |||||||
| PO BOX 2675 | NEW YORK | NY | 10108 | PC | GENERAL OPERATING SUPPORT | $100 | |
| COMMUNITY PARTNERS INTERNATIONAL | |||||||
| 2560 NINTH STREET SUITE 315B | BERKELEY | CA | 94710 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CONSORTIUM FOR HISTORY OF SCIENCE TECHNOLOGY & MEDICINE | |||||||
| 431 CHESTNUT STREET | PHILADELPHIA | PA | 19106 | PC | HISTORICAL PERSPECTIVES ON CONTEMPORARY ISSUES IN HISTORY OF SCIENCE, TECHNOLOGY AND MEDICINE | $20,000 | |
| CONSUMER REPORTS | |||||||
| 101 TRUMAN AVE | YONKERS | NY | 10703 | PC | CIVIC SCIENCE FELLOW | $50,000 | |
| COUNCIL OF NEW JERSEY GRANTMAKERS | |||||||
| 111 WEST STATE STREET | TRENTON | NJ | 08608 | PC | GRANT IN EXCESS OF BASE DUES | $8,540 | |
| COUNCIL OF NEW JERSEY GRANTMAKERS | |||||||
| 111 WEST STATE STREET | TRENTON | NJ | 08608 | PC | LEADERSHIP GRANT | $2,770 | |
| COUNCIL ON FOUNDATIONS | |||||||
| PO BOX 75661 | BALTIMORE | MD | 212755661 | PC | 2019 GRANT IN EXCESS OF BASE DUES | $8,500 | |
| DELAWARE VALLEY FOOD PANTRY | |||||||
| PO BOX 705 | LAMBERTVILLE | NJ | 08530 | PC | GENERAL OPERATING SUPPORT | $100 | |
| EXPONENT PHILANTHROPY | |||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT FOR WORK IN THE AREA OF DIVERSITY, EQUITY AND INCLUSION | $15,000 | |
| FEDERATION OF AMERICAN SCIENTISTS | |||||||
| 1112 16TH STREET NW SUITE 400 | WASHINGTON | DC | 20036 | PC | ASK A SCIENTIST PROGRAM-PUBLIC'S QUESTIONS ON COVID-19 | $75,000 | |
| FEEDBACK LABS | |||||||
| 1110 VERMONT AVE NW | WASHINGTON | DC | 20009 | PC | GENERAL SUPPORT CONTRIBUTION | $10,000 | |
| FIRST DRAFT NEWS | |||||||
| 219 W 40TH ST 14TH FLR | NEW YORK | NY | 10018 | PC | SUPPORTING BLACK & LATINX COMMUNITIES TO TACKLE VACCINE-RELATED MISINFORMATION PROGRAM | $40,000 | |
| FOOD BANK FOR NEW YORK CITY | |||||||
| 39 BROADWAY 10TH FLR | NEW YORK | NY | 10006 | PC | GENERAL OPERATING SUPPORT | $350 | |
| FRED HUTCHINSON CANCER RESEARCH CENTER | |||||||
| 1100 FAIRVIEW AVE N MAILSTOP J6-330 | SEATTLE | WA | 981091024 | PC | EMILY HATCH 2018 SCHOLAR | $100,000 | |
| FRED HUTCHINSON CANCER RESEARCH CENTER | |||||||
| 1100 FAIRVIEW AVE N MAILSTOP J6-330 | SEATTLE | WA | 981091024 | PC | DR. MEGHAN KOCH 2019 SCHOLAR | $100,000 | |
| FROM LOSS2LIFE MINISTRIES | |||||||
| PO BOX 19037 | OAKLAND | CA | 94619 | PC | GENERAL SUPPORT CONTRIBUTION | $10,000 | |
| FULBRIGHT US UK FOUNDATION | |||||||
| 3701 SACRAMENTO STREET 436 | SAN FRANCISCO | CA | 94118 | PC | CIVIC SCIENCE FELLOW | $75,000 | |
| FULBRIGHT US UK FOUNDATION | |||||||
| 3701 SACRAMENTO STREET 436 | SAN FRANCISCO | CA | 94118 | PC | CIVIC SCIENCE FELLOW | $75,000 | |
| PLANETWORK NGO INC | |||||||
| 3450 SACRAMENTO ST 614 | SAN FRANCISCO | CA | 94118 | PC | CIVIC SCIENCE CRISIS CORPS | $50,000 | |
| FUTURE PROOF INSTITUTE INC | |||||||
| 40 EAST ADAMS ST SUITE 34 | JACKSONVILLE | FL | 32202 | PC | C/CORPS PROGRAM | $75,000 | |
| FUTURE PROOF INSTITUTE INC | |||||||
| 40 EAST ADAMS ST SUITE 34 | JACKSONVILLE | FL | 32202 | PC | C/CORPS PROGRAM | $75,000 | |
| GATHERING FOR OPEN SCIENCE HARDWARE FS | |||||||
| 38 S 5TH STREET | HUDSON | NY | 12534 | PC | OPEN ENVIRONMENTAL DATA PROJECT'S CIVIC VOICE & COVID-19 RESPONSE: SIDE ENVIRONMENTAL EVENTS PROGRAM | $35,000 | |
| GIVEDIRECTLY INC | |||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | PC | PROJECT SUPPORT-COVID-19 U.S. RESPONSE | $15,000 | |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | PC | GENERAL OPERATING SUPPORT | $250 | |
| GREEN FARMS ACADEMY | |||||||
| 35 BEACHSIDE AVENUE | WESTPORT | CT | 06880 | PC | STEM CURRICULUM AND TEACHING | $10,000 | |
| H LEE MOFFITT CANCER CTR & RESEARCH INST | |||||||
| PO BOX 742801 | ATLANTA | GA | 303742801 | PC | VINCENT LUCA 2018 SCHOLAR | $100,000 | |
| HARVARD COLLEGE | |||||||
| 1033 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | PC | MISINFORMATION REVIEW | $50,000 | |
| HEALTHRIGHT INTERNATIONAL | |||||||
| 244 FIFTH AVENUE SUITE C150 | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HENRY J KAISER FAMILY FOUNDATION | |||||||
| 185 BERRY STREET | SAN FRANCISCO | CA | 94107 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HOBE SOUND COMMUNITY CHEST | |||||||
| PO BOX 511 | HOBE SOUND | FL | 334750511 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HOMEFRONT | |||||||
| 1880 PRINCETON AVENUE | LAWRENCEVILLE | NJ | 08648 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HOPEWELL FUND | |||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | PC | SCIENCE IN SOCIETY FUNDER COLLABORATIVE | $250,000 | |
| HORIZONS NATIONAL | |||||||
| 120 POST ROAD WEST SUITE 202 | WESTPORT | CT | 06880 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| HOUSING INITIATIVES PRINCETON CHARITABLE | |||||||
| CHARITABLE TRUST 33 MERCER STREET | PRINCETON | NJ | 08540 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| INSTITUTE FOR ADVANCED STUDY | |||||||
| 1 EINSTEIN DRIVE | PRINCETON | NJ | 08540 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| INTERNATIONAL ASSOCIATION FOR THE STUDY OF PAIN | |||||||
| 1510 H STREET NW SUITE 600 | WASHINGTON | DC | 200051020 | PC | IASP PAIN RESEARCH FORUM CORRESPONDENTS PROGRAM | $25,000 | |
| JUNIOR ACHIEVEMENT OF NJ | |||||||
| 360 PEAR BLOSSOM DRIVE | EDISON | NJ | 08837 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| JUST CITY MEMPHIS | |||||||
| PO BOX 41852 | MEMPHIS | TN | 38174 | PC | GENERAL OPERATING SUPPORT | $100 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVE E19-623 | CAMBRIDGE | MA | 02139 | PC | KNIGHT SCIENCE JOURNALISM PROGRAM AT MIT | $20,000 | |
| MEDIA IMPACT FUNDERS | |||||||
| 200 W WASHINGTON SQUARE SUITE 220 | PHILADELPHIA | PA | 19106 | PC | BUILDING KNOWLEGE AND CAPACITY OF FUNDERS SUPPORTING PUBLIC ENGAGEMENT WITH EVIDENCE | $150,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE BOX 701 | NEW YORK | NY | 10065 | PC | PROJECT SUPPORT-ADULT STEM-CELL TRANSPLANT PROGRAM | $5,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE BOX 701 | NEW YORK | NY | 10065 | PC | ALEX KENTSIS 2016 SCHOLAR | $100,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE BOX 701 | NEW YORK | NY | 10065 | PC | TUOMAS TAMMELA 2020 SCHOLAR | $100,000 | |
| MIAMI FOUNDATION | |||||||
| 40 NW 3RD STREET SUITE 305 | MIAMI | FL | 33128 | PC | NEWSMATCH 2020 PROGRAM | $50,000 | |
| MICHIGAN STATE UNIVERSITY | |||||||
| 426 AUDITORIUM RD ROOM 2 | EAST LANSING | MI | 48824 | PC | DR. GEOFFROY LAUMET 2020 PAIN SCHOLAR | $50,000 | |
| MPN RESEARCH FOUNDATION | |||||||
| 180 NORTH MICHIGAN AVE SUITE 1870 | CHICAGO | IL | 60601 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MULTIPLIER | |||||||
| 405 14TH ST SUITE 164 | OAKLAND | CA | 94612 | PC | HARNESSING THE POWER OF SCIENCE FELLOW NETWORKS VIRTUAL WORKING GROUP | $20,000 | |
| MULTIPLIER | |||||||
| 405 14TH ST SUITE 164 | OAKLAND | CA | 94612 | PC | SCIENCE POLICY SCHOLARS PROGRAM | $50,000 | |
| NAMI | |||||||
| 4301 WILSON BLVD SUITE 300 | ARLINGTON | VA | 22203 | PC | GENERAL OPERATING SUPPORT | $100 | |
| NATIONAL ACADEMY OF SCIENCES | |||||||
| 500 5TH ST NW KECK 1142 | WASHINGTON | DC | 20001 | PC | A VIRTUAL WEBINAR SERIES | $24,860 | |
| NATIONAL GEOGRAPHIC SOCIETY | |||||||
| 1145 17TH STREET NW | WASHINGTON | DC | 20036 | PC | COVID-19 GLOBAL EMERGENCY JOURNALISM FUND PROGRAM | $50,000 | |
| NATIONAL GEOGRAPHIC SOCIETY | |||||||
| 1145 17TH STREET NW | WASHINGTON | DC | 20036 | PC | CIVIC SCIENCE FELLOW | $50,000 | |
| NEW CANAAN COUNTRY SCHOOL | |||||||
| 635 FROGTOWN ROAD | NEW CANAAN | CT | 06840 | PC | STEM CURRICULUM AND TEACHING | $15,000 | |
| NEW EYES FOR THE NEEDY INC | |||||||
| 549 MILLBURN AVE | SHORT HILLS | NJ | 07078 | PC | GENERAL OPERATING SUPPORT | $200 | |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | PC | SCIENCE PHILANTHROPY ALLIANCE-STRATEGIC PLANNING INITIATIVE | $25,000 | |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | PC | CIVIC SCIENCE FELLOW | $75,000 | |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | PC | ORFG OPEN ACCESS COMMUNICATIONS CAMPAIGN | $20,000 | |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | PC | SPARC'S OPEN RESEARCH FUNDERS GROUP PROGRAM | $25,000 | |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | PC | SCIENCE PHILANTHROPY ALLIANCE | $100,000 | |
| PEOPLE & STORIES | |||||||
| 295 EGGERTS CROSSING ROAD | LAWRENCEVILLE | NJ | 08648 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PHILANTHROPY FOR ACTIVE CIVIC ENGAGEMENT | |||||||
| 1717 RHODE ISLAND AVE NW 700 | WASHINGTON | DC | 20036 | PC | PACE IMAGINATION SPRINTS PROGRAM | $50,000 | |
| PHILANTHROPY NY | |||||||
| 320 EAST 43RD STREET | NEW YORK | NY | 10017 | PC | 2020 GRANT IN EXCESS OF BASE DUES | $450 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| PO BOX 415649 | BOSTON | MA | 022415649 | PC | DR. AMANDA WHIPPLE 2020 SCHOLAR | $110,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| PO BOX 415649 | BOSTON | MA | 022415649 | PC | CIVIC SCIENCE FELLOW | $50,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| PO BOX 415649 | BOSTON | MA | 022415649 | PC | CIVIC SCIENCE FELLOWSHIP ON TECH ETHICS AND THE PUBLIC INTEREST | $25,000 | |
| PRINCETON ALUMNICORPS | |||||||
| 12 STOCKTON STREET | PRINCETON | NJ | 08540 | PC | PRINCETON PROJECT 55, INC. | $5,000 | |
| PRINCETON PUBLIC LIBRARY FOUNDATION | |||||||
| 65 WITHERSPOON STREET | PRINCETON | NJ | 08542 | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| PRINCETON UNIVERSITY | |||||||
| 423 PERETSMAN SCULLY HALL/A81 | PRINCETON | NJ | 08544 | PC | GENERAL SUPPORT CONTRIBUTION | $10,000 | |
| RESEARCHAMERICA | |||||||
| 241 18TH STREET SOUTH SUITE 501 | ARLINGTON | VA | 22202 | PC | CIVIC ENGAGEMENT MICROGRANTS | $100,000 | |
| RESEARCH4IMPACT | |||||||
| 2001 W COLD SPRING LANE 516 | BALTIMORE | MD | 21209 | PC | GENERAL SUPPORT CONTRIBUTION | $5,000 | |
| RESEARCH4IMPACT | |||||||
| 2001 W COLD SPRING LANE 516 | BALTIMORE | MD | 21209 | PC | CREATION & IMPACT OF COLLABORATIONS BETWEEN SCIENTISTS & CIVIC LEADER | $100,000 | |
| ROBERT C MAYNARD INSTITUTE FOR JOURNALISM | |||||||
| 1400 65TH ST SUITE 200 | EMERYVILLE | CA | 94608 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ROCKEFELLER PHILANTHROPY ADVISORS | |||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | PC | FUND FOR SHARED INSIGHT | $200,000 | |
| RUTGERS UNIVERSITY FOUNDATION | |||||||
| 4TH FLOOR 335 GEORGE STREET | NEW BRUNSWICK | NJ | 08901 | PC | SOCIAL WORK DISCRETIONARY FUND AT CINJ | $5,000 | |
| SCIENCE COMMUNICATION LAB INC | |||||||
| 600 16TH ST N476D 2240 | SAN FRANCISCO | CA | 94143 | PC | HIGHLIGHTING SCIENTISTS FROM UNDERREPRESENTED GROUPS AND EVALUATING EFFICCACY OF SCIENCE COMMUNICATION LAB | $50,000 | |
| SCIENCE FRIDAY INITIATIVE | |||||||
| 19 WEST 44TH ST STE 412 | NEW YORK | NY | 10036 | PC | PUBLIC HEALTH STORIES FROM THE FRONT LINES OF CLIMATE CHANGE | $50,000 | |
| SCIENCECOUNTS INC | |||||||
| PO BX 11678 | FORT WORTH | TX | 761100678 | PC | GENERAL SUPPORT CONTRIBUTION | $10,000 | |
| SCIENCECOUNTS INC | |||||||
| PO BX 11678 | FORT WORTH | TX | 761100678 | PC | RAISING VOICES FOR SCIENCE PROGRAM | $50,000 | |
| SHAKESPEARE THEATRE OF NEW JERSEY | |||||||
| 3 VREELAND ROAD | FLORHAM PARK | NJ | 07932 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| SHARE FOOD PROGRAM | |||||||
| 2901 W HUNTING PARK AVE | PHILADELPHIA | PA | 19129 | PC | GENERAL OPERATING SUPPORT | $200 | |
| SMITHSONIAN INSTITUTE | |||||||
| PO BOX 418320 | BOSTON | MA | 022418320 | PC | PROJECT SUPPORT-ARCHIVES OF AMERICAN GARDENS | $2,500 | |
| SOCIAL GOOD | |||||||
| BOX 5473 | RICHMOND | CA | 94805 | PC | GRAPEVINE DAF: SCURTI/100 WOMEN BC/WORTHWHILE WEAR | $100 | |
| SOCIAL SCIENCE RESEARCH COUNCIL | |||||||
| 300 CADMAN PLAZA WEST 15TH FLOOR | BROOKLYN | NY | 11201 | PC | DIGITAL MISINFORMATION RESEARCH MAPPING & TRANSLATION PROGRAM | $35,000 | |
| SOLUTIONS JOURNALISM NETWORK INC | |||||||
| 79 MADISON AVENUE SUITE 1656 | NEW YORK | NY | 10016 | PC | ADVANCING EQUITY & INCLUSION IN SOLUTIONS JOURNALISM | $75,000 | |
| SOLUTIONS JOURNALISM NETWORK INC | |||||||
| 79 MADISON AVENUE SUITE 1656 | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT CONTRIBUTION | $10,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| PO BOX 1000 DEPT 949 | MEMPHIS | TN | 381480949 | PC | LINDSAY SCHWARZ 2018 SCHOLAR | $100,000 | |
| STANFORD UNIVERSITY-SCHOLAR | |||||||
| PO BOX 44253 | SAN FRANCISCO | CA | 941444253 | PC | DR. LAUREN O'CONNELL, 2019 SCHOLAR | $100,000 | |
| STONY BROOK FOUNDATION | |||||||
| N4047 MELVILLE LIBRARY STONY BROOK | STONY BROOK | NY | 11794 | PC | PERCEPTION OF CHRONIC PAIN: A PROJECT TO CREATE SCIENCE COMMUNICATIONS STRATEGIES | $75,000 | UNIVERSITY |
| STONY BROOK FOUNDATION | |||||||
| N4047 MELVILLE LIBRARY STONY BROOK | STONY BROOK | NY | 11794 | PC | ALAN ALDA CENTER FOR COMMUNICATION SCIENCE'S CIVIC SCIENCE FELLOW | $75,000 | UNIVERSITY |
| THE ASPEN INSTITUTE | |||||||
| 2300 N ST NW | WASHINGTON | DC | 20037 | PC | GLOBAL CIVIC SCIENCE COALITION | $40,000 | |
| THE ASPEN INSTITUTE | |||||||
| 2300 N ST NW | WASHINGTON | DC | 20037 | PC | SCIENCE AND SOCIETY PROGRAM | $25,000 | |
| THE ASPEN INSTITUTE | |||||||
| 2300 N ST NW | WASHINGTON | DC | 20037 | PC | SCIENCE AND SOCIETY PROGRAM (INFODEMIC) | $25,000 | |
| THE BROTHERHOODSISTER SOL | |||||||
| 140 HAMILTON PLACE | NEW YORK | NY | 10031 | PC | GENERAL SUPPORT CONTRIBUTION | $10,000 | |
| THE CONVERSATION US INC | |||||||
| 89 SOUTH STREET SUITE 202 | BOSTON | MA | 02111 | PC | COVID-19 PROGRAM | $50,000 | |
| THE DAILY PENNSYLVANIAN | |||||||
| 4015 WALNUT ST 2ND FL | PHILADELPHIA | PA | 19104 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE LUV INSTITUTE | |||||||
| 1507 E 53RD STREET SUITE 904 | CHICAGO | IL | 60615 | PC | GENERAL OPERATING SUPPORT | $500 | |
| THE MAGNUM CULTURAL FOUNDATION | |||||||
| 59 E 4TH STREET 7W | NEW YORK | NY | 10003 | PC | GENERAL OPERATING SUPPORT | $250 | |
| THE NATURE CONSERVANCY | |||||||
| SUITE 6030 555 E NORTH LANE | CONSHOHOCKEN | PA | 19428 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE NETHERLAND-AMERICA FOUNDATION | |||||||
| 505 EIGHTH AVE 12A-05 | NEW YORK | NY | 10018 | PC | RCO FUND | $7,000 | |
| THE PHILADELPHIA BAIL FUND | |||||||
| PO BOX 22316 | PHILADELPHIA | PA | 19110 | PC | COVID-19 AND PROTEST RAPID RESPONSE FUND | $250 | |
| THE POYNTER INSTITUTE FOR MEDIA STUDIES INC | |||||||
| 801 3RD STREET SOUTH | ST PETERSBURG | FL | 33701 | PC | HELPING JOURNALISTS COVER COVID-19 | $50,000 | |
| THE ROCKEFELLER UNIVERSITY | |||||||
| 164 1230 YORK AVENUE | NEW YORK | NY | 10065 | PC | DR. LI ZHAO 2019 SCHOLAR | $100,000 | |
| THE ROCKEFELLER UNIVERSITY | |||||||
| BOX 164 1230 YORK AVENUE | NEW YORK | NY | 10065 | PC | JEREMY ROCK 2020 SCHOLAR | $100,000 | |
| TIDES CENTER | |||||||
| PO BOX 399385 | SAN FRANCISCO | CA | 941399385 | PC | #FREETHEM ALL EMERGENCY RESPONSE FUND | $102 | |
| UJA FEDERATION | |||||||
| 130 EAST 59TH ST | NEW YORK | NY | 10022 | PC | HOMES FOR AGED | $90,000 | |
| UNITED WAY OF BUCKS COUNTY | |||||||
| 413 HOOD BLVD | FAIRLESS HILLS | PA | 19030 | PC | BUCKS COUNTY COVID-19 RECOVERY FUND | $100 | |
| UNIV OF TEXAS SOUTHWESTERN MEDICAL CENTER | |||||||
| PO BOX 841765 | DALLAS | TX | 753909020 | PC | HELEN LAI 2018 SCHOLAR | $50,000 | |
| UNIV OF WASHINGTON FOUNDATION | |||||||
| 4333 BROOKLYN AVE NE | SEATTLE | WA | 981959504 | PC | SUPPORT THE ADVANCE CENTER FOR INSTITUTIONAL CHANGE | $10,000 | |
| UNIV OF TEXAS MD ANDERSON CANCER CENTER | |||||||
| PO BOX 4266 | HOUSTON | TX | 772104266 | PC | KATHARINA SCHLACHER 2016 SCHOLAR | $100,000 | |
| UNIV OF TEXAS MD ANDERSON CANCER CENTER | |||||||
| PO BOX 4266 | HOUSTON | TX | 772104266 | PC | DR. ANDREW SHEPHERD 2020 PAIN SCHOLAR | $50,000 | |
| UNIVERSITY OF CALIFORNIA BERKELEY | |||||||
| 2195 HEARST AVENUE ROOM 130 MC 1103 | BERKLEY | CA | 947201103 | PC | STEPHAN LAMMEL 2017 SCHOLAR | $100,000 | |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||
| 9500 GILMAN DRIVE MAIL CODE 0009 | LA JOLLA | CA | 920930009 | PC | DR. MATTHEW BANGHART 2019 SCHOLAR | $100,000 | |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||
| 9500 GILMAN DRIVE MAIL CODE 0009 | LA JOLLA | CA | 920930009 | PC | RICHARD DANEMAN 2017 SCHOLAR | $110,000 | |
| UNIVERSITY OF FLORIDA FOUNDATION | |||||||
| 1938 WEST UNIVERSITY AVENUE | GAINESVILLE | FL | 32604 | PC | GENERAL SUPPORT CONTRIBUTION | $10,000 | |
| UNIVERSITY OF MASSACHUSETTS | |||||||
| 55 LAKE AVENUE | NORTH WORCESTER | MA | 01655 | PC | PAUL GREER 2018 SCHOLAR | $100,000 | |
| UNIVERSITY OF MICHIGAN | |||||||
| MELLON BANK BOX 223131 | PITTSBURGH | PA | 152512131 | PC | MONICA DUS 2016 SCHOLAR-NEUROSCIENCE | $110,000 | |
| UNIVERSITY OF NORTH CAROLINA | |||||||
| PO BOX 402420 | ATLANTA | GA | 303842420 | PC | BO LI 2016 SCHOLAR | $100,000 | |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 2600 COCKBURN DRIVE 2 | AUSTIN | TX | 78745 | PC | CME STEM GRADUATE STUDENTS AS PUBLIC COMMUNICATORS | $50,000 | |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| 2600 COCKBURN DRIVE 2 | AUSTIN | TX | 78745 | PC | CENTER FOR MEDIA ENGAGEMENT, CIVIC SCIENCE FELLOW | $16,625 | |
| UNIVERSITY OF TEXAS FOUNDATION | |||||||
| PO BOX 2356 | SAN ANTONIO | TX | 782982356 | PC | DR. MICHAEL BURTON 2019 PAIN SCHOLAR | $50,000 | |
| UNIVERSITY OF WISCONSIN | |||||||
| 21 N PARK STREET SUITE 6401 | MADISON | WI | 53715 | PC | DEVELOPMENT OF CIVIC SCIENCE FIELD | $50,000 | |
| UNIVERSITY OF WISCONSIN | |||||||
| 21 N PARK STREET SUITE 6401 | MADISON | WI | 53715 | PC | CIVIC SCIENCE FELLOWS PROGRAM WORK | $50,000 | |
| WAKE FOREST UNIVERSITY HEALTH SCIENCES | |||||||
| MEDICAL CENTER BOULEVARD | WINSTON SALEM | NC | 27157 | PC | GENERAL SUPPORT CONTRIBUTION | $10,000 | |
| WASHINGTON UNIVERSITY IN ST LOUIS | |||||||
| BOX 1034 700 ROSEDALE AVE | ST LOUIS | MO | 63112 | PC | DR. MEAGHAN CREED 2019 PAIN SCHOLAR | $50,000 | |
| WEILL MEDICAL COLLEGE OF CORNELL UNIV | |||||||
| 575 LEXINGTON AVE 9TH FLOOR | NEW YORK | NY | 10022 | PC | LISTON, CONOR 2017 SCHOLAR | $100,000 | |
| WELLESLEY COLLEGE | |||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| WESTPORT BOOK SALE VENTURES INC | |||||||
| 20 JESUP ROAD | WESTPORT | CT | 06880 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| WGBH EDUCATIONAL FOUNDATION | |||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | PC | CIVIC SCIENCE FELLOW - SCIENCE MISINFORMATION | $75,000 | |
| WGBH EDUCATIONAL FOUNDATION | |||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | PC | CIVIC SCIENCE FELLOW | $75,000 | |
| YALE UNIVERSITY | |||||||
| PO BOX 1873 | NEW HAVEN | CT | 065081873 | PC | GRACE CHEN 2020 SCHOLAR | $100,000 | |
| YALE UNIVERSITY | |||||||
| PO BOX 1873 | NEW HAVEN | CT | 065081873 | PC | CANDICE PAULSEN 2018 SCHOLAR | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,523,547 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AGU ADVANCING EARTH AND SPACE SCIENCE | ||||||
| 2000 FLORIDA AVE NW | WASHINGTON | DC | 20009 | PC | THRIVING EARTH EXCHANGE'S CHANGING CLIMATE PROGRAM | $50,000 |
| ASPEN INSTITUTE | ||||||
| 2300 N ST NW | WASHINGTON | DC | 20037 | PC | BUILDING A GLOBAL CIVIC SCIENCE COALITION | $35,000 |
| FIRST DRAFT | ||||||
| 219 W 40TH ST 14TH FLR | NEW YORK | NY | 10018 | PC | SUPPORTING BLACK AND LATINX COMMUNITIES TO TACKLE VACCINE-RELATED MISINFORMATION PROGRAM | $35,000 |
| FULBRIGHT US UK FOUNDATION | ||||||
| 3701 SACRAMENTO STREET 436 | SAN FRANCISCO | CA | 94118 | PC | GLOBAL CHALLENGES TEACHING AWARD-PANDEMICS PROGRAM | $50,000 |
| GATHERING FOR OPEN SCIENCE HARDWARE FS | ||||||
| 38 S 5TH STREET | HUDSON | NY | 12534 | PC | CIVIC VOICE AND COVID-19 RESPONSE | $15,000 |
| HARVARD COLLEGE | ||||||
| PO BOX 41564 | BOSTON | MA | 022415649 | PC | MISINFORMATION REVIEW | $50,000 |
| INTERNATIONAL ASSOCIATION FOR THE STUDY OF PAIN | ||||||
| 1510 H STREET NW SUITE 600 | WASHINGTON | DC | 200051020 | PC | IASP PAIN RESEARCH FORUM CORRESPONDENTS PROGRAM | $25,000 |
| NATIONAL ACADEMY OF SCIENCES | ||||||
| 500 5TH ST NW | WASHINGTON | DC | 20001 | PC | INFLUENCES ON HEALTH RESEARCH | $50,000 |
| NEW VENTURE FUND | ||||||
| 1201 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | PC | SPARC'S OPEN RESEARCHERS FUNDERS GROUP PROGRAM | $25,000 |
| RESEARCHAMERICA | ||||||
| 241 18TH STREET SOUTH SUITE 501 | ARLINGTON | VA | 22202 | PC | CIVIC ENGAGEMENT MICROGRANTS PROGRAM | $100,000 |
| RESEARCH4IMPACT | ||||||
| 2001 W COLD SPRING LANE 516 | BALTIMORE | MD | 21209 | PC | CREATION & IMPACT COLLABORATIONS BETWEEN SCIENTISTS & CIVIC LEADERS PROGRAM | $100,000 |
| ROCKEFELLER PHILANTHROPY ADVISORS | ||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | PC | FUND FOR SHARED INSIGHT PROGRAM | $100,000 |
| SIGMA XI | ||||||
| PO BOX 13975 | RESEARCH TRIANGLE PARK | NC | 27709 | PC | CIVIC SCIENCE FELLOW, SCIENCE POLICY & ENGAGEMENT | $200,000 |
| SOLUTIONS JOURNALISM NETWORK INC | ||||||
| 79 MADISON AVENUE SUITE 1656 | NEW YORK | NY | 10016 | PC | ADVANCING EQUITY AND INCLUSION IN SOLUTIONS JOURNALISM PROGRAM | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $910,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $133,812 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,645,458 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $428,846 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,203,089 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| GRANT REFUNDS | 01 | $2,105 |
| OTHER MISCELLANEOUS INCOME | 01 | $3,145 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,416,455 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,416,455 | 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 | $24,363 | $0 | $24,363 |
| FINANCIAL STATEMENT AUDIT AND TAX RETURNS PREPARATION | $20,000 | $0 | $20,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (231 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10022 SHARES OF WELLS FARGO & CO | $302,464 | $302,464 |
| 1010 SHARES OF ZIMMER BIOMET HOLDINGS INC | $155,631 | $155,631 |
| 1025 SHARES OF CIGNA CORP | $213,385 | $213,385 |
| 10260 SHARES OF BAKER HUGHES CO | $213,921 | $213,921 |
| 10347 SHARES OF KKR & CO INC | $418,950 | $418,950 |
| 10467 SHARES OF APPLE INC | $1,388,866 | $1,388,866 |
| 1050 SHARES OF WALT DISNEY CO/THE | $190,239 | $190,239 |
| 10784 SHARES OF COCA-COLA CO/THE | $591,394 | $591,394 |
| 10894 SHARES OF CARMAX INC | $1,029,047 | $1,029,047 |
| 110 SHARES OF AMAZON.COM INC | $358,262 | $358,262 |
| 1101 SHARES OF GENERAL DYNAMICS CORP | $163,851 | $163,851 |
| 112 SHARES OF ALPHABET INC-CL A | $196,296 | $196,296 |
| 1128 SHARES OF PALO ALTO NETWORKS INC | $400,880 | $400,880 |
| 11368 SHARES OF APPLE INC | $1,508,420 | $1,508,420 |
| 1140 SHARES OF HUNTINGTON INGALLS INDUSTRIES | $194,347 | $194,347 |
| 11427 SHARES OF HAIN CELESTIAL GROUP INC/THE | $458,794 | $458,794 |
| 1145 SHARES OF CARLISLE COS INC | $178,826 | $178,826 |
| 1151 SHARES OF ANTHEM INC | $369,575 | $369,575 |
| 11673 SHARES OF MERCK & CO INC | $954,851 | $954,851 |
| 11714 SHARES OF EDWARDS LIFESCIENCES CORP | $1,068,668 | $1,068,668 |
| 12202 SHARES OF COMCAST CORP | $639,385 | $639,385 |
| 1228 SHARES OF MASTERCARD INC | $438,322 | $438,322 |
| 12400 SHARES OF INTERPUBLIC GROUP OF COS INC/T | $291,648 | $291,648 |
| 1250 SHARES OF MOTOROLA SOLUTIONS INC | $212,575 | $212,575 |
| 1250 SHARES OF PROGRESSIVE CORP/THE | $123,600 | $123,600 |
| 12535 SHARES OF CONAGRA BRANDS INC | $454,519 | $454,519 |
| 1255 SHARES OF FACEBOOK INC | $342,816 | $342,816 |
| 1263 SHARES OF INTUIT INC | $479,751 | $479,751 |
| 12710 SHARES OF COMPASS GROUP PLC | $236,807 | $236,807 |
| 1272 SHARES OF ADOBE INC | $636,153 | $636,153 |
| 1275 SHARES OF FIDELITY NATIONAL INFORMATION | $180,362 | $180,362 |
| 1294 SHARES OF SALESFORCE.COM INC | $287,954 | $287,954 |
| 1299 SHARES OF DOLLAR GENERAL CORP | $273,180 | $273,180 |
| 13057 SHARES OF CARLYLE GROUP INC/THE | $410,512 | $410,512 |
| 1310 SHARES OF NORTHERN TRUST CORP | $122,013 | $122,013 |
| 1315 SHARES OF GENERAL DYNAMICS CORP | $195,698 | $195,698 |
| 13260 SHARES OF VISTRA CORP | $260,692 | $260,692 |
| 1350 SHARES OF CDW CORP/DE | $177,917 | $177,917 |
| 13544 SHARES OF KKR & CO INC | $548,397 | $548,397 |
| 13545 SHARES OF CARRIER GLOBAL CORP | $510,917 | $510,917 |
| 1366 SHARES OF FACEBOOK INC | $373,137 | $373,137 |
| 1372 SHARES OF AUTODESK INC | $418,926 | $418,926 |
| 1374 SHARES OF L3HARRIS TECHNOLOGIES INC | $259,713 | $259,713 |
| 1381 SHARES OF GARTNER INC | $221,222 | $221,222 |
| 139 SHARES OF AMAZON.COM INC | $452,713 | $452,713 |
| 1390 SHARES OF WAYFAIR INC | $313,876 | $313,876 |
| 1398 SHARES OF UNITEDHEALTH GROUP INC | $490,251 | $490,251 |
| 1400 SHARES OF CHUBB LTD | $215,488 | $215,488 |
| 14102 SHARES OF REYNOLDS CONSUMER PRODUCTS INC | $423,624 | $423,624 |
| 1450 SHARES OF JOHNSON & JOHNSON | $228,201 | $228,201 |
| 1466 SHARES OF VISA INC | $320,658 | $320,658 |
| 1500 SHARES OF JPMORGAN CHASE & CO | $190,605 | $190,605 |
| 1500 SHARES OF NEXTERA ENERGY INC | $115,725 | $115,725 |
| 1506 SHARES OF NIKE INC | $213,054 | $213,054 |
| 1550 SHARES OF RAYTHEON TECHNOLOGIES CORP | $110,841 | $110,841 |
| 1570 SHARES OF MICROSOFT CORP | $349,199 | $349,199 |
| 1580 SHARES OF UNIVERSAL HEALTH SERVICES INC | $217,250 | $217,250 |
| 1583 SHARES OF ACCENTURE PLC | $413,495 | $413,495 |
| 1590 SHARES OF SALESFORCE.COM INC | $353,823 | $353,823 |
| 16046 SHARES OF SUNCOR ENERGY INC | $269,252 | $269,252 |
| 1637 SHARES OF MICROSOFT CORP | $364,102 | $364,102 |
| 1657 SHARES OF SALESFORCE.COM INC | $368,732 | $368,732 |
| 1666 SHARES OF PAYPAL HOLDINGS INC | $390,177 | $390,177 |
| 1676 SHARES OF VISA INC | $366,591 | $366,591 |
| 1678 SHARES OF GENERAL DYNAMICS CORP | $249,720 | $249,720 |
| 1690 SHARES OF CAMDEN PROPERTY TRUST | $168,865 | $168,865 |
| 1691 SHARES OF MASTERCARD INC | $603,585 | $603,585 |
| 1729 SHARES OF DANAHER CORP | $384,080 | $384,080 |
| 1738 SHARES OF SOUTHWEST AIRLINES CO | $81,008 | $81,008 |
| 1758 SHARES OF SBA COMMUNICATIONS CORP | $495,985 | $495,985 |
| 17728 SHARES OF BANK OF AMERICA CORP | $537,336 | $537,336 |
| 178 SHARES OF ALPHABET INC-CL C | $311,835 | $311,835 |
| 1787 SHARES OF BALL CORP | $166,513 | $166,513 |
| 1842 SHARES OF ANTHEM INC | $591,448 | $591,448 |
| 18607 SHARES OF CISCO SYSTEMS INC/DELAWARE | $832,663 | $832,663 |
| 1870 SHARES OF CITRIX SYSTEMS INC | $243,287 | $243,287 |
| 1875 SHARES OF MICROSOFT CORP | $417,038 | $417,038 |
| 1900 SHARES OF CERNER CORP | $149,112 | $149,112 |
| 1907 SHARES OF ACCENTURE PLC | $498,127 | $498,127 |
| 196 SHARES OF ALPHABET INC-CL C | $343,368 | $343,368 |
| 1990 SHARES OF LUMENTUM HOLDINGS INC | $188,652 | $188,652 |
| 200 SHARES OF ADOBE INC | $100,024 | $100,024 |
| 2000 SHARES OF APPLE INC | $265,380 | $265,380 |
| 201 SHARES OF ALPHABET INC-CL A | $352,281 | $352,281 |
| 2017 SHARES OF ANALOG DEVICES INC | $297,971 | $297,971 |
| 2025 SHARES OF UNITED RENTALS INC | $469,618 | $469,618 |
| 2036 SHARES OF VISA INC | $445,334 | $445,334 |
| 2045 SHARES OF CROWN CASTLE INTERNATIONAL COR | $325,543 | $325,543 |
| 211 SHARES OF AMAZON.COM INC | $687,212 | $687,212 |
| 2127 SHARES OF HOME DEPOT INC/THE | $564,974 | $564,974 |
| 2163 SHARES OF HEICO CORP | $253,201 | $253,201 |
| 2215 SHARES OF SIGNATURE BANK/NEW YORK NY | $299,667 | $299,667 |
| 2243 SHARES OF IQVIA HOLDINGS INC | $401,878 | $401,878 |
| 2250 SHARES OF FISERV INC | $256,185 | $256,185 |
| 2302 SHARES OF OTIS WORLDWIDE CORP | $155,500 | $155,500 |
| 2304 SHARES OF SKYWORKS SOLUTIONS INC | $352,236 | $352,236 |
| 2305 SHARES OF AMERICAN FINANCIAL GROUP INC/O | $201,964 | $201,964 |
| 2315 SHARES OF COGNIZANT TECHNOLOGY SOLUTIONS | $189,714 | $189,714 |
| 2317 SHARES OF CANADIAN NATIONAL RAILWAY CO | $254,522 | $254,522 |
| 2330 SHARES OF BRIGHT HORIZONS FAMILY SOLUTIO | $403,067 | $403,067 |
| 2339 SHARES OF CVS HEALTH CORP | $159,754 | $159,754 |
| 235 SHARES OF INTUITIVE SURGICAL INC | $192,254 | $192,254 |
| 2350 SHARES OF CHURCH & DWIGHT CO INC | $204,991 | $204,991 |
| 2356 SHARES OF ERIE INDEMNITY CO | $578,634 | $578,634 |
| 2433 SHARES OF APTIV PLC | $316,995 | $316,995 |
| 2467 SHARES OF ZOETIS INC | $408,289 | $408,289 |
| 2480 SHARES OF QORVO INC | $412,350 | $412,350 |
| 2518 SHARES OF ACCENTURE PLC | $657,727 | $657,727 |
| 2561 SHARES OF LINDE PLC | $674,849 | $674,849 |
| 2576 SHARES OF AMERICAN TOWER CORP | $578,209 | $578,209 |
| 2586 SHARES OF KKR & CO INC | $155,884 | $155,884 |
| 262 SHARES OF WHITE MOUNTAINS INSURANCE GROU | $262,173 | $262,173 |
| 2625 SHARES OF TRANSUNION | $260,453 | $260,453 |
| 2700 SHARES OF EDWARDS LIFESCIENCES CORP | $246,321 | $246,321 |
| 2703 SHARES OF FACEBOOK INC | $738,351 | $738,351 |
| 27225 SHARES OF NOMAD FOODS LTD | $692,060 | $692,060 |
| 275 SHARES OF ROPER TECHNOLOGIES INC | $118,550 | $118,550 |
| 27577 SHARES OF BANK OF AMERICA CORP | $835,859 | $835,859 |
| 2800 SHARES OF INGREDION INC | $220,276 | $220,276 |
| 2830 SHARES OF SENSATA TECHNOLOGIES HOLDING P | $149,254 | $149,254 |
| 2854 SHARES OF AGILENT TECHNOLOGIES INC | $338,170 | $338,170 |
| 2872 SHARES OF NEW YORK TIMES CO/THE | $148,683 | $148,683 |
| 2969 SHARES OF STARBUCKS CORP | $317,624 | $317,624 |
| 3001 SHARES OF T ROWE PRICE GROUP INC | $454,321 | $454,321 |
| 3020 SHARES OF JONES LANG LASALLE INC | $448,077 | $448,077 |
| 3076 SHARES OF UNITEDHEALTH GROUP INC | $1,078,692 | $1,078,692 |
| 3097 SHARES OF STARBUCKS CORP | $331,317 | $331,317 |
| 3116 SHARES OF CATALENT INC | $324,282 | $324,282 |
| 3120 SHARES OF MCDONALD'S CORP | $669,490 | $669,490 |
| 3160 SHARES OF LOWE'S COS INC | $507,212 | $507,212 |
| 31772 SHARES OF KINDER MORGAN INC | $434,323 | $434,323 |
| 32157 SHARES OF KINDER MORGAN INC | $439,586 | $439,586 |
| 3234 SHARES OF MICROSOFT CORP | $719,306 | $719,306 |
| 3244 SHARES OF BOK FINANCIAL CORP | $222,149 | $222,149 |
| 3328 SHARES OF HILTON WORLDWIDE HOLDINGS INC | $370,273 | $370,273 |
| 3500 SHARES OF DENTSPLY SIRONA INC | $183,260 | $183,260 |
| 3506 SHARES OF CANADIAN NATIONAL RAILWAY CO | $385,134 | $385,134 |
| 3529 SHARES OF ANALOG DEVICES INC | $521,339 | $521,339 |
| 3542 SHARES OF ENCOMPASS HEALTH CORP | $292,888 | $292,888 |
| 3549 SHARES OF WALT DISNEY CO/THE | $643,008 | $643,008 |
| 3550 SHARES OF TJX COS INC/THE | $242,430 | $242,430 |
| 357 SHARES OF ALPHABET INC-CL C | $625,421 | $625,421 |
| 3590 SHARES OF AMERICAN CAMPUS COMMUNITIES IN | $153,544 | $153,544 |
| 3590 SHARES OF SEI INVESTMENTS CO | $206,317 | $206,317 |
| 3591 SHARES OF DOLLAR TREE INC | $387,972 | $387,972 |
| 3603 SHARES OF ALIBABA GROUP HOLDING LTD | $838,526 | $838,526 |
| 3615 SHARES OF GILEAD SCIENCES INC | $210,610 | $210,610 |
| 3719 SHARES OF AMERIPRISE FINANCIAL INC | $722,713 | $722,713 |
| 3729 SHARES OF TARGET CORP | $658,280 | $658,280 |
| 37429 SHARES OF GENERAL ELECTRIC CO | $404,233 | $404,233 |
| 3756 SHARES OF MERCK & CO INC | $307,241 | $307,241 |
| 3780 SHARES OF ALLISON TRANSMISSION HOLDINGS | $163,031 | $163,031 |
| 3780 SHARES OF ARAMARK | $145,454 | $145,454 |
| 386 SHARES OF COSTAR GROUP INC | $356,772 | $356,772 |
| 3910 SHARES OF PAYPAL HOLDINGS INC | $915,722 | $915,722 |
| 401 SHARES OF SHERWIN-WILLIAMS CO/THE | $294,699 | $294,699 |
| 4032 SHARES OF SS&C TECHNOLOGIES HOLDINGS INC | $293,328 | $293,328 |
| 4053 SHARES OF RAYTHEON TECHNOLOGIES CORP | $289,830 | $289,830 |
| 4084 SHARES OF ABBVIE INC | $437,601 | $437,601 |
| 4084 SHARES OF HASBRO INC | $382,017 | $382,017 |
| 409 SHARES OF MSCI INC | $182,631 | $182,631 |
| 4149 SHARES OF TJX COS INC/THE | $283,335 | $283,335 |
| 425 SHARES OF COOPER COS INC/THE | $154,411 | $154,411 |
| 429 SHARES OF ALPHABET INC-CL A | $751,883 | $751,883 |
| 4375 SHARES OF EBAY INC | $219,844 | $219,844 |
| 4413 SHARES OF BECTON DICKINSON AND CO | $243,684 | $243,684 |
| 4415 SHARES OF ABBOTT LABORATORIES | $483,398 | $483,398 |
| 446 SHARES OF REGENERON PHARMACEUTICALS INC | $215,467 | $215,467 |
| 4477 SHARES OF AMERIPRISE FINANCIAL INC | $870,015 | $870,015 |
| 450 SHARES OF ASML HOLDING NV | $219,474 | $219,474 |
| 450 SHARES OF UNITEDHEALTH GROUP INC | $157,806 | $157,806 |
| 4538 SHARES OF JOHNSON & JOHNSON | $714,190 | $714,190 |
| 4563 SHARES OF AUTOMATIC DATA PROCESSING INC | $804,001 | $804,001 |
| 457 SHARES OF BOOKING HOLDINGS INC | $1,017,862 | $1,017,862 |
| 4573 SHARES OF BEST BUY CO INC | $456,340 | $456,340 |
| 475 SHARES OF INTUIT INC | $180,429 | $180,429 |
| 4867 SHARES OF WHITBREAD PLC | $206,241 | $206,241 |
| 4940 SHARES OF LOEWS CORP | $222,399 | $222,399 |
| 4975 SHARES OF VENTAS INC | $243,974 | $243,974 |
| 500 SHARES OF HOME DEPOT INC/THE | $132,810 | $132,810 |
| 5046 SHARES OF BERKSHIRE HATHAWAY INC | $1,170,016 | $1,170,016 |
| 5057 SHARES OF AVISTA CORP | $202,988 | $202,988 |
| 5106 SHARES OF MASTERCARD INC | $1,822,536 | $1,822,536 |
| 512 SHARES OF INTUIT INC | $194,483 | $194,483 |
| 5152 SHARES OF MEDTRONIC PLC | $603,505 | $603,505 |
| 521 SHARES OF ALIGN TECHNOLOGY INC | $278,412 | $278,412 |
| 525 SHARES OF DANAHER CORP | $116,624 | $116,624 |
| 5270 SHARES OF DISCOVERY INC | $158,574 | $158,574 |
| 5375 SHARES OF OTIS WORLDWIDE CORP | $363,081 | $363,081 |
| 5398 SHARES OF WEYERHAEUSER CO | $180,995 | $180,995 |
| 545 SHARES OF ILLUMINA INC | $201,650 | $201,650 |
| 5577 SHARES OF CINCINNATI FINANCIAL CORP | $487,262 | $487,262 |
| 5578 SHARES OF FACEBOOK INC | $1,523,686 | $1,523,686 |
| 5590 SHARES OF FIFTH THIRD BANCORP | $154,116 | $154,116 |
| 570 SHARES OF ALPHABET INC-CL C | $998,572 | $998,572 |
| 575 SHARES OF AMERCO | $261,027 | $261,027 |
| 5831 SHARES OF JPMORGAN CHASE & CO | $740,945 | $740,945 |
| 5981 SHARES OF BLACKSTONE INC | $387,629 | $387,629 |
| 5994 SHARES OF TAIWAN SEMICONDUCTOR MANUFACTU | $653,586 | $653,586 |
| 600 SHARES OF MCDONALD'S CORP | $128,748 | $128,748 |
| 6185 SHARES OF UGI CORP | $216,228 | $216,228 |
| 625 SHARES OF VISA INC | $136,706 | $136,706 |
| 627 SHARES OF PAYPAL HOLDINGS INC | $146,843 | $146,843 |
| 6290 SHARES OF FIDELITY NATIONAL FINANCIAL IN | $245,876 | $245,876 |
| 6306 SHARES OF WP CAREY INC | $445,077 | $445,077 |
| 6490 SHARES OF DOW INC | $360,195 | $360,195 |
| 650 SHARES OF AON PLC | $137,325 | $137,325 |
| 650 SHARES OF MOODY'S CORP | $188,656 | $188,656 |
| 6760 SHARES OF CITIZENS FINANCIAL GROUP INC | $241,738 | $241,738 |
| 6890 SHARES OF LKQ CORP | $242,804 | $242,804 |
| 6970 SHARES OF NOVARTIS AG | $658,177 | $658,177 |
| 6984 SHARES OF HALOZYME THERAPEUTICS INC | $298,287 | $298,287 |
| 700 SHARES OF TARGET CORP | $123,571 | $123,571 |
| 7111 SHARES OF JPMORGAN CHASE & CO | $903,595 | $903,595 |
| 7224 SHARES OF UNILEVER PLC | $436,041 | $436,041 |
| 7319 SHARES OF MICROSOFT CORP | $1,627,892 | $1,627,892 |
| 742 SHARES OF SERVICENOW INC | $408,419 | $408,419 |
| 7455 SHARES OF TWITTER INC | $403,688 | $403,688 |
| 7479 SHARES OF STERICYCLE INC | $518,519 | $518,519 |
| 750 SHARES OF SKYWORKS SOLUTIONS INC | $114,660 | $114,660 |
| 7521 SHARES OF LOWE'S COS INC | $1,207,196 | $1,207,196 |
| 777 SHARES OF UNITEDHEALTH GROUP INC | $272,478 | $272,478 |
| 8172 SHARES OF MICROSOFT CORP | $1,817,616 | $1,817,616 |
| 8238 SHARES OF BLACKSTONE INC | $533,905 | $533,905 |
| 8379 SHARES OF CLARIVATE PLC | $248,940 | $248,940 |
| 850 SHARES OF STRYKER CORP | $208,284 | $208,284 |
| 8597 SHARES OF VISA INC | $1,880,422 | $1,880,422 |
| 875 SHARES OF UNION PACIFIC CORP | $182,193 | $182,193 |
| 930 SHARES OF SNAP-ON INC | $159,160 | $159,160 |
| 931 SHARES OF TRANSDIGM GROUP INC | $576,149 | $576,149 |
| 950 SHARES OF CME GROUP INC | $172,948 | $172,948 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 127901.311 SHARES OF FUNDSMITH EQUITY FUND LP CLASS | FMV | $5,566,001 | $5,566,001 |
| 1344064 SHARES OF YORK DIST ASSET IV FD CYM LTD | FMV | $1,344,064 | $1,344,064 |
| 1515017 SHARES OF YORK EUROPEAN DISTRESSED | FMV | $1,515,017 | $1,515,017 |
| 1658801 SHARES OF NEW GENERATION TURNAROUND FUND | FMV | $1,658,801 | $1,658,801 |
| 17632.002 SHARES OF ORCHARD LIQUID CREDIT FUND | FMV | $2,192,437 | $2,192,437 |
| 1935228.34 SHARES OF RENAISSANCE INSTITUTIONAL | FMV | $1,935,228 | $1,935,228 |
| 2111.677 SHARES OF COLCHIS INCOME FUND LTD | FMV | $2,513,173 | $2,513,173 |
| 2171369 SHARES OF TP STRUCTURED CREDIT OFFSHORE | FMV | $2,171,369 | $2,171,369 |
| 2200192.69 SHARES OF ARGYLE | FMV | $2,200,193 | $2,200,193 |
| 2234.209 SHARES OF BIRCH GROVE CREDIT STRATEGIES | FMV | $2,916,991 | $2,916,991 |
| 2287981 SHARES OF YORK DISTRESSED ASSET FD III | FMV | $2,287,981 | $2,287,981 |
| 25196.956 SHARES OF YORK CREDIT OPPORUTUNITIES | FMV | $986,112 | $986,112 |
| 2699784.09 SHARES OF KABOUTER INT'L OPPORTUNITIES | FMV | $2,699,784 | $2,699,784 |
| 2699996 SHARES OF DALTON INVESTMENTS TRUST | FMV | $2,699,996 | $2,699,996 |
| 2877394 SHARES OF WARBURG PINCUS PE XII LP | FMV | $2,877,394 | $2,877,394 |
| 3822453.76 SHARES OF OVERLOOK PARTNERS FD LP | FMV | $3,822,454 | $3,822,454 |
| 39456.687 SHARES OF INDIA ACORN FUND (CAYMAN) LTD | FMV | $6,334,851 | $6,334,851 |
| 4481553.99 SHARES OF MGG SF EVERGREEN UNLEVERED | FMV | $4,488,489 | $4,488,489 |
| 4745704 SHARES OF GQG PARTNERS INTERNATIONAL | FMV | $4,745,704 | $4,745,704 |
| 4771.41 SHARES OF THIRD POINT OFFSHORE FUND LTD | FMV | $2,505,195 | $2,505,195 |
| 495184 SHARES OF NOVALPINA CAPITAL PTNRS I SCSP | FMV | $605,882 | $605,882 |
| 5000 SHARES OF WF ASAIN SMALLER COMPANIES | FMV | $3,754,620 | $3,754,620 |
| 587241.412 SHARES OF MAINGATE MLP FUND-I | FMV | $2,437,052 | $2,437,052 |
| 789823 SHARES OF BOND CAPITAL FUND LP | FMV | $789,823 | $789,823 |
| 896740 SHARES OF WARBURG PINCUS GLOBAL GROWTH | FMV | $896,740 | $896,740 |
| 9614126.78 SHARES OF ECHO STREET II | FMV | $9,614,127 | $9,614,127 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL AND ADMINISTRATIVE LEGAL COUNSEL | CategoryTxt |
| Legal Fees | $11,021 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,021 | 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 | $13,424 | $0 | $13,424 |
| OFFICE EXPENSES | $8,057 | $0 | $8,057 |
| MEMBERSHIPS AND DUES | $32,044 | $0 | $32,044 |
| ANNUAL REPORT FILING | $1,533 | $0 | $1,533 |
| SCIENTIFIC ADVISORY HONORARIA | $36,000 | $0 | $36,000 |
| IT SERVICE & WEB DESIGN | $12,400 | $0 | $12,400 |
| PAYROLL SERVICE | $3,960 | $0 | $3,960 |
| GRANT SOFTWARE & WEB SERVICES | $42,316 | $0 | $42,316 |
| OFFICE FURNITURE AND EQUIPMENT | $32,866 | $0 | $32,866 |
| PROGRAM/COMMUNICATIONS EXPENSE | $49,154 | $0 | $49,154 |
| SCHOLARS WORKSHOP | $13,128 | $0 | $13,128 |
| OTHER INVESTMENT EXPENSES THRU SCHEDULE K-1S | $0 | $274,548 | $0 |
| OTHER CONSULTING EXPENSES | $0 | $0 | $0 |
| DIRECT CHARITABLE ACTIVITES | $156,149 | $0 | $156,149 |
| BANK FEES | $255 | $255 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER PARTNERSHIP INCOME | $426,456 | $0 | $426,456 |
| SECURITIES LITIGATION PROCEEDS | $2,390 | $2,390 | $2,390 |
| OTHER INVESTMENT INCOME THROUGH SCHEDULE K-1S | $0 | $451,732 | $0 |
| GRANT REFUNDS | $2,105 | $2,105 | |
| OTHER MISCELLANEOUS INCOME | $3,145 | $3,145 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $12,715,486 | 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 | $1,139,844 | $1,128,919 | $0 |
| OTHER PROFESSIONAL FEES | $2,660 | $0 | $2,660 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $20,000 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $14,803 | $14,803 | $0 |
| FOREIGN TAXES WITHHELD THROUGH SCHEDULE K-1S | $0 | $31,391 | $0 |