WYNCOTE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WYNCOTE FOUNDATION (EIN 26-3535044)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202123199349100347
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T08:40:15-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 W GERMANTOWN PIKE SUITE 400 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | 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 | 263535044 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WYNCOTE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WYNC | BusinessNameControlTxt |
| Phone | 2155579577 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 ARCH STREET NO 1430 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTIN ROSS ROBINSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2155579577 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KRISTIN | PersonFirstNm |
| Person Last | ROSS ROBINSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE M LIRA | PreparerPersonNm |
| PTIN | P00481097 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $612,779,360 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $95,023 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $95,023 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,068,359 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,028,769 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,147,322 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $73,439,965 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,727,277 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25,871 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $445,054 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $16,336,575 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,296,123 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $257,532 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $77,260 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $180,272 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $243,704 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $73,111 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $170,593 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $60,694 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $18,208 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $42,486 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,181 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,181 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $74,395 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $37,198 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $37,197 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $930,179 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $930,179 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $33,556 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $33,556 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,850,368 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,793 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $417 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $417 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $528,406 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,860,542 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $254,078 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,990,432 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,999,291 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $729,780 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,777,919 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,719,538 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,768,351 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,999,291 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,449,318 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,431,776 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,296,832 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $530,404 | CashBOYAmt |
| Cash EOY | $113,250 | CashEOYAmt |
| Cash EOYFMV | $113,250 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $23,060,370 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,857,580 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,857,580 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl BOY | $3,510,000 | PledgesRcvblBOYAmt |
| Prepaid Expenses BOY | $141 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $222 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $222 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $248,450,844 | CorporateStockBOYAmt |
| Corporate Stock EOY | $320,041,590 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $320,041,590 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $102,261,959 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $102,979,310 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $102,979,310 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $187,623,474 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $173,787,408 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $173,787,408 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $565,437,192 | TotalAssetsBOYAmt |
| Total Assets EOY | $612,779,360 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $612,779,360 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $41,730,668 | GrantsPayableBOYAmt |
| Grants Payable EOY | $33,279,049 | GrantsPayableEOYAmt |
| Mortgages And Notes Payable EOY | $10,200,000 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $675,870 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,800,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $42,406,538 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $45,279,049 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $523,030,654 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $567,500,311 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $523,030,654 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $567,500,311 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $565,437,192 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $612,779,360 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $523,030,654 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,431,776 | ExcessRevenueOverExpensesAmt |
| Other Increases | $57,901,433 | OtherIncreasesAmt |
| Subtotal | $567,500,311 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $567,500,311 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $73,439,965 | $66,292,643 | $7,147,322 | $7,147,322 | |
| LP 27-2996434 | $220,495 | $220,495 | $220,495 | P | |
| LP 81-4909586 | $5,962 | -$5,962 | -$5,962 | P | |
| LP 38-3953815 | $55,858 | -$55,858 | -$55,858 | P | |
| LP 98-1151606 | $285,238 | -$285,238 | -$285,238 | P | |
| LP 32-0454714 | $30,528 | $30,528 | $30,528 | P | |
| LP 82-4981697 | $116,032 | $116,032 | $116,032 | P | |
| LP 98-1246405 | $272,885 | $272,885 | $272,885 | P | |
| LP 38-3913015 | $254,527 | $254,527 | $254,527 | P | |
| LP 98-1184819 | $305,784 | $305,784 | $305,784 | P | |
| LP 82-4774625 | $5,242 | $5,242 | $5,242 | P | |
| LP 80-0825725 | $74,730 | $74,730 | $74,730 | P | |
| LP 47-3115185 | $7,822 | -$7,822 | -$7,822 | P | |
| LP 30-0567961 | $361,528 | -$361,528 | -$361,528 | P | |
| LP 99-0384770 | $33,056 | $33,056 | $33,056 | P | |
| LP 47-1245315 | $99,763 | -$99,763 | -$99,763 | P | |
| LP 47-5233583 | $99,569 | $99,569 | $99,569 | P | |
| LP 98-1281526 | $798,435 | $798,435 | $798,435 | P | |
| LP 46-4098482 | $67,360 | $67,360 | $67,360 | P | |
| LP 82-1236151 | $7,461 | -$7,461 | -$7,461 | P | |
| LP 46-1712320 | $3,565 | $3,565 | $3,565 | P | |
| LP 47-5189160 | $134,572 | $134,572 | $134,572 | P | |
| LP 27-4591086 | $13,193 | -$13,193 | -$13,193 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,727,277 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $226,526 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $226,526 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $226,526 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $900,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $900,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4,095 | EsPenaltyAmt |
| Overpayment | $669,379 | OverpaymentAmt |
| Applied To ES Tax | $669,379 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WYNCOTEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | KRISTIN ROSS ROBINSON | IndividualWithBooksNm |
| Phone | 2155579577 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 ARCH STREET SUITE 1430 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| LEONARD C HAAS | ||||||||
| 1717 ARCH STREET SUITE 1430 | PHILADELPHIA | PA | 19103 | BOARD CHAIR | 4.00 | $0 | $0 | $0 |
| DAVID W HAAS | ||||||||
| 1717 ARCH STREET SUITE 1430 | PHILADELPHIA | PA | 19103 | VICE CHAIR/SECRETARY | 4.00 | $0 | $0 | $0 |
| FREDERICK R HAAS | ||||||||
| 1717 ARCH STREET SUITE 1430 | PHILADELPHIA | PA | 19103 | TREASURER | 4.00 | $0 | $0 | $0 |
| DUNCAN A HAAS | ||||||||
| 1717 ARCH STREET SUITE 1430 | PHILADELPHIA | PA | 19103 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| KRISTIN ROSS ROBINSON | ||||||||
| 1717 ARCH STREET SUITE 1430 | PHILADELPHIA | PA | 19103 | EXECUTIVE DIRECTOR | 40.00 | $235,000 | $22,532 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KATE K HOLDSWORTH | ||||||||
| 1717 ARCH ST SUITE 1430 | PHILADELPHIA | PA | 19103 | NORTHWEST GRANTS AND | 40.00 | $95,504 | $12,106 | $0 |
| SARA SCHREFFLER | ||||||||
| 1717 ARCH ST SUITE 1430 | PHILADELPHIA | PA | 19103 | OPERATIONS MANAGER | 40.00 | $95,700 | $8,566 | $0 |
| HAZEL EATON | ||||||||
| 1717 ARCH ST SUITE 1430 | PHILADELPHIA | PA | 19103 | OPERATIONS ASSISTANT | 32.00 | $52,500 | $9,163 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WELLS FARGO BANK NA | |||||
| 420 MONTGOMERY STREET | SAN FRANCISCO | CA | 94104 | INVESMENT MANAGEMENT FEES | $650,137 |
| EDGEWOOD MANAGMENT | |||||
| 535 MADISON AVENUE 15TH FLOOR | NEW YORK | NY | 10022 | INVESMENT MANAGEMENT FEES | $243,154 |
| SEGAL MARCO ADVISORS | |||||
| 116 HUNTINGTON AVENUE | BOSTON | MA | 021165744 | CONSULTING FEES | $173,339 |
| FO HOUSTOUN | |||||
| 1717 ARCH STREET SUITE 1430 | PHILADELPHIA | PA | 19103 | CONSULTING FEES | $111,927 |
| CLIFTONLARSONALLEN LLP | |||||
| 610 W GERMANTOWN PIKE SUITE 400 | PLYMOUTH MEETING | PA | 19462 | ACCOUNTING FEES | $74,395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
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 | $377,494,642 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,954,681 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $173,787,407 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $560,236,730 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $560,236,730 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,403,551 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $551,833,179 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,591,659 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,591,659 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $226,526 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $226,526 | TotalTaxAmt |
| Distributable Before Adj | $27,365,133 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $12,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,377,133 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,377,133 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,449,318 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $31,449,318 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $31,449,318 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,377,133 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,677,139 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,301,348 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,153,530 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,049,206 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,770,760 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $73,951,983 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,449,318 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,377,133 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,072,185 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $78,024,168 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $18,677,139 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $59,347,029 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,301,348 | ExcessFromYear4Amt |
| Excess From Year3 | $9,153,530 | ExcessFromYear3Amt |
| Excess From Year2 | $11,049,206 | ExcessFromYear2Amt |
| Excess From Year1 | $13,770,760 | ExcessFromYear1Amt |
| Excess From Current Year | $4,072,185 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (202 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 11TH HOUR THEATRE COMPANY | |||||||
| 2329 S 3RD STREET | PHILADELPHIA | PA | 19148 | PC | SUPPORT FOR ONGOING PROGRAMS | $27,500 | |
| 1812 PRODUCTIONS INC | |||||||
| 2329 S 3RD STREET 2ND FLOOR | PHILADELPHIA | PA | 19148 | PC | SUPPORT FOR ONGOING PROGRAMS | $55,000 | |
| 19TH NEWS | |||||||
| 3267 BEE CAVES ROAD SUITE 107-353 | AUSTIN | TX | 78746 | PC | SUPPORT FOR ONGOING PROGRAMS | $20,000 | |
| ACADEMY OF THE NEW CHURCH | |||||||
| PO BOX 740 2925 COLLEGE DRIVE | BRYN ATHYN | PA | 19009 | PC | SUPPORT FOR THE SWEDENBORG LIBRARY DIGITAL COLLECTIONS | $100,000 | |
| ACT II PLAYHOUSE LTD | |||||||
| 56 E BUTLER AVENUE | AMBLER | PA | 19002 | PC | SUPPORT FOR ONGOING PROGRAMS | $15,000 | |
| AMERICAN DOCUMENTARY INC | |||||||
| 20 JAY STREET SUITE 940 | BROOKLYN | NY | 11201 | PC | SUPPORT FOR AMERICA REFRAMED ($75,000), COVID-19 RELIEF ($170,000) | $245,000 | |
| AMERICAN SOLAR ENERGY SOCIETY | |||||||
| 2525 ARAPAHOE AVENUE UNIT E4-253 | BOULDER | CO | 80302 | PC | SUPPORT FOR ONGOING PROGRAMS | $40,000 | |
| AMERICAN UNIVERSITY SCHOOL OF COMMUNICATIONS | |||||||
| 4400 MASSACHUSETTS AVE NW MCK 220 | WASHINGTON | DC | 20016 | PC | SUPPORT FOR CURRENT | $310,000 | |
| AMISTAD LAW PROJECT | |||||||
| PO BOX 9148 | PHILADELPHIA | PA | 19139 | PC | SUPPORT FOR ONGOING PROGRAMS | $25,000 | |
| ARDEN THEATRE COMPANY | |||||||
| 40 N 2ND STREET | PHILADELPHIA | PA | 19106 | PC | SUPPORT FOR ONGOING PROGRAMS | $125,000 | |
| ARTICULATE FOUNDATION THE (FORMERLY ARTS ADVANCE) | |||||||
| 1923 WALNUT STREET | PHILADELPHIA | PA | 19103 | PC | SUPPORT FOR ONGOING PROGRAMS | $100,000 | |
| ARTREACH INC | |||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | PC | SUPPORT FOR ONGOING PROGRAMS | $7,000 | |
| ASSOCIATION FOR THE COLONIAL THEATRE | |||||||
| 227 BRIDGE STREET PO BOX 712 | PHOENIXVILLE | PA | 19460 | PC | SUPPORT FOR CAPITAL IMPROVEMENTS | $50,000 | |
| ASSOCIATION OF INDEPENDENTS IN RADIO INC | |||||||
| PO BOX 220400 | BOSTON | MA | 02122 | PC | SUPPORT FOR ONGOING PROGRAMS ($250,000) AND ISEECHANGE ($175,000) | $425,000 | |
| AUBURN THEOLOGICAL SEMINARY | |||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | PC | SUPPORT FOR SPONSORED PROJECT | $20,000 | |
| BALLETX | |||||||
| 1923 WASHINGTON AVENUE | PHILADELPHIA | PA | 19146 | PC | SUPPORT FOR ONGOING PROGRAMS | $100,000 | |
| BARNES FOUNDATION | |||||||
| 2025 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19130 | PC | SUPPORT FOR ENDOWMENT | $250,000 | |
| BERNVILLE COMMUNITY FIRE COMPANY | |||||||
| 6701 BERNVILLE ROAD | BERNVILLE | PA | 19506 | PC | SUPPORT FOR CAPITAL IMPROVEMENTS | $75,000 | |
| BIKE WORKS SEATTLE | |||||||
| 3715 S HUDSON STREET 111 | SEATTLE | WA | 98118 | PC | SUPPORT FOR ONGOING PROGRAMS | $10,000 | |
| BLACK PUBLIC MEDIA | |||||||
| 8 W 126TH STREET SUITE OD3117 | NEW YORK | NY | 10027 | PC | SUPPORT FOR DIGITAL DIASPORA FAMILY REUNION LLC | $65,000 | |
| BLACKSTAR FILM FESTIVAL | |||||||
| 1901 S 9TH STREET BOK 314 | PHILADELPHIA | PA | 19148 | PC | SUPPORT FOR ONGOING PROGRAMS | $75,000 | |
| BOOK FAIRIES INC | |||||||
| 70 N MAIN STREET | FREEPORT | NY | 11520 | PC | COVID-19 RELIEF | $15,000 | |
| BREAD AND ROSES COMMUNITY FUND | |||||||
| 100 S BROAD STREET STE 1600 | PHILADELPHIA | PA | 19110 | PC | SUPPORT FOR ONGOING PROGRAMS | $10,000 | |
| BRIGHT INVENTION INC | |||||||
| PO BOX 8870 | ELKINS PARK | PA | 19027 | PC | SUPPORT FOR ONGOING PROGRAMS | $80,000 | |
| BRISTOL RIVERSIDE THEATER COMPANY INC | |||||||
| 120 RADCLIFFE STREET | BRISTOL | PA | 19007 | PC | SUPPORT FOR ONGOING PROGRAMS | $50,000 | |
| BRYN ATHYN CHURCH OF THE NEW JERUSALEM | |||||||
| PO BOX 277 | BRYN ATHYN | PA | 19009 | PC | SUPPORT FOR HISTORIC PIPE ORGAN | $100,000 | |
| BURKE MUSEUM ASSOCIATION | |||||||
| UNIVERSITY OF WASHINGTON BOX 353010 | SEATTLE | WA | 98195 | PC | SUPPORT FOR CAPITAL IMPROVEMENTS | $100,000 | |
| CARIBBEAN FILM ACADEMY INC | |||||||
| 233 BROADWAY 2220 | NEW YORK | NY | 10279 | PC | SUPPORT FOR ONGOING PROGRAMS | $15,000 | |
| CATHEDRAL CHURCH OF ST JOHN THE DIVINE | |||||||
| 1047 AMSTERDAM AVENUE | NEW YORK | NY | 10025 | PC | SUPPORT FOR HISTORIC PIPE ORGAN | $3,000 | |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 W LEXINGTON STREET | BALTIMORE | MD | 21201 | PC | SUPPORT FOR ONGOING PROGRAMS | $50,000 | |
| CENTER FOR ASIAN AMERICAN MEDIA | |||||||
| 145 NINTH STREET SUITE 350 | SAN FRANCISCO | CA | 94103 | PC | SUPPORT FOR ONGOING PROGRAMS | $50,000 | |
| CENTER FOR PUBLIC INTEGRITY | |||||||
| 910 17TH STREET NW SUITE 700 | WASHINGTON | DC | 20006 | PC | SUPPORT FOR ONGOING PROGRAMS | $100,000 | |
| CHICKEN & EGG PICTURES | |||||||
| 45 MAIN STREET SUITE 506 | BROOKLYN | NY | 11201 | PC | SUPPORT FOR ONGOING PROGRAMS | $30,000 | |
| CITY OF ELDERLY LOVE | |||||||
| PO BOX 359 | SKIPPACK | PA | 19474 | PC | SUPPORT FOR ONGOING PROGRAMS | $7,500 | |
| CLIMATE SOLUTIONS | |||||||
| 1402 THIRD AVENUE SUITE 1200 | SEATTLE | WA | 98101 | PC | SUPPORT FOR ONGOING PROGRAMS | $200,000 | |
| CONNECTICUT AERONAUTICAL HISTORICAL ASSOCIATION | |||||||
| 36 PERIMETER ROAD | WINDSOR LOCKS | CT | 06096 | PC | SUPPORT FOR CAPITAL IMPROVEMENTS | $50,000 | |
| CULTURETRUST GREATER PHILADELPHIA | |||||||
| 1315 WALNUT STREET SUITE 320 | PHILADELPHIA | PA | 19107 | PC | SUPPORT FOR TRIBE OF FOOLS, INC. ($7,000), JUNIPER PRODUCTIONS ($10,000) | $17,000 | |
| DELAWARE THEATRE COMPANY | |||||||
| 200 WATER STREET | WILMINGTON | DE | 19801 | PC | SUPPORT FOR ONGOING PROGRAMS | $50,000 | |
| DEVEREUX FOUNDATION | |||||||
| 444 DEVEREUX DRIVE | VILLANOVA | PA | 19406 | PC | COVID-19 RELIEF | $90,000 | |
| DOC SOCIETY INC | |||||||
| 20 JAY STREET SUITE 1008 | BROOKLYN | NY | 11201 | PC | SUPPORT FOR ONGOING PROGRAMS | $100,000 | |
| DREXEL UNIVERSITY LEBOW COLLEGE OF BUSINESS - CENTER FOR CORPORATE GOVERNAN | |||||||
| 3141 CHESTNUT STREET SUITE 103 | PHILADELPHIA | PA | 19104 | PC | SUPPORT FOR THE CENTER FOR CORPORATE GOVERNANCE | $200,000 | |
| EARTHJUSTICE | |||||||
| 705 SECOND AVENUE SUITE 203 | SEATTLE | WA | 98104 | PC | SUPPORT FOR ONGOING PROGRAMS | $750,000 | |
| EGO PO INC | |||||||
| 317 DICKINSON STREET UNIT D | PHILADELPHIA | PA | 19147 | PC | SUPPORT FOR ONGOING PROGRAMS | $30,000 | |
| ENCHANTMENT THEATRE COMPANY | |||||||
| 100 S BROAD STREET SUITE 1318 | PHILADELPHIA | PA | 19110 | PC | SUPPORT FOR ONGOING PROGRAMS | $20,000 | |
| ENVIRONMENTAL DEFENSE FUND INC | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | PC | SUPPORT FOR ONGOING PROGRAMS | $400,000 | |
| EQUAL MEASURE | |||||||
| 520 WALNUT STREET SUITE 1450 | PHILADELPHIA | PA | 19106 | PC | SUPPORT FOR PUBLIC MEDIA FUTURES FORUM ($278,891), JAZZ PHILADELPHIA ($185,250) | $464,141 | |
| FARESTART | |||||||
| 700 VIRGINIA STREET | SEATTLE | WA | 98101 | PC | SUPPORT FOR ONGOING PROGRAMS ($25,000), COVID-19 RELIEF ($50,000) | $75,000 | |
| FILMMAKERS COLLABORATIVE | |||||||
| 6 EASTMAN PLACE SUITE 202 | MELROSE | MA | 02176 | PC | SUPPORT FOR ACROSS THE PACIFIC | $25,000 | |
| FIRELIGHT MEDIA INC | |||||||
| 72 HAMILTON TERRACE | NEW YORK | NY | 10031 | PC | SUPPORT FOR ONGOING PROGRAMS | $300,000 | |
| FONKOZE USA INC | |||||||
| 1718 CONNECTICUT AVE NW SUITE 201 | WASHINGTON | DC | 20009 | PC | COVID-19 RELIEF | $25,000 | |
| FOOD DEPOT | |||||||
| 1222-A SILER ROAD | SANTA FE | NM | 87507 | PC | COVID-19 RELIEF | $20,000 | |
| FOOD LIFELINE | |||||||
| 815 S 96TH STREET | SEATTLE | WA | 98108 | PC | SUPPORT FOR ONGOING PROGRAMS ($150,000), COVID-19 RELIEF ($50,000) | $200,000 | |
| FOUNDATION FOR THE READING PUBLIC MUSEUM | |||||||
| 500 MUSEUM ROAD | READING | PA | 19611 | PC | SUPPORT FOR CAPITAL IMPROVEMENTS | $70,000 | |
| FOUNDATIONS INC | |||||||
| 701 E GATE DRIVE SUITE 300 | MOUNT LAUREL | NJ | 08054 | PC | SUPPORT FOR CAMPAIGN FOR GRADE-LEVEL READING | $10,000 | |
| FRACTURED ATLAS INC | |||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | PC | SUPPORT FOR DIRECTORS GATHERING | $4,000 | |
| FRIENDS OF KEXP | |||||||
| 472 1ST AVENUE N | SEATTLE | WA | 98109 | PC | SUPPORT FOR ONGOING PROGRAMS | $25,000 | |
| FRIENDS OF THE WANAMAKER ORGAN INC | |||||||
| 630 HIDDEN VALLEY ROAD | KING OF PRUSSIA | PA | 19406 | PC | SUPPORT FOR ONGOING PROGRAMS | $332,228 | |
| FRINGEARTS | |||||||
| 140 N COLUMBUS BLVD | PHILADELPHIA | PA | 19106 | PC | SUPPORT FOR ONGOING PROGRAMS | $250,000 | |
| FUTUREWISE | |||||||
| 816 SECOND AVENUE SUITE 200 | SEATTLE | WA | 98104 | PC | SUPPORT FOR ONGOING PROGRAMS | $50,000 | |
| FUTURO MEDIA GROUP | |||||||
| 361 W 125TH STREET 6TH FLOOR | NEW YORK | NY | 10027 | PC | SUPPORT FOR ONGOING PROGRAMS | $35,000 | |
| GREATER PHILADELPHIA CULTURAL ALLIANCE | |||||||
| 1315 WALNUT STREET SUITE 732 | PHILADELPHIA | PA | 19107 | PC | SUPPORT FOR ONGOING PROGRAMS ($8,000), COVID-19 RELIEF ($250,000) | $258,000 | |
| GREATER PHILADELPHIA FILM OFFICE | |||||||
| 1515 ARCH STREET 11TH FLOOR | PHILADELPHIA | PA | 19102 | PC | SUPPORT FOR ONGOING PROGRAMS ($175,000), HELL OR HIGH SEAS ($25,000) | $200,000 | |
| GREENSGROW PHILADELPHIA PROJECT INC | |||||||
| 2503 E FIRTH STREET | PHILADELPHIA | PA | 19125 | PC | SUPPORT FOR ONGOING PROGRAMS | $10,000 | |
| HEADLONG DANCE THEATER INC | |||||||
| 1170 S BROAD STREET | PHILADELPHIA | PA | 19146 | PC | SUPPORT FOR BEARDED LADIES CABARET | $50,000 | |
| HEDGEROW THEATRE INC | |||||||
| 146 W ROSE VALLEY ROAD | ROSE VALLEY | PA | 19086 | PC | SUPPORT FOR ONGOING PROGRAMS | $73,600 | |
| HISTORIC ORGAN RESTORATION COMMITTEE | |||||||
| 2301 BOARDWALK | ATLANTIC CITY | NJ | 08401 | PC | SUPPORT FOR ONGOING PROGRAMS | $325,000 | |
| HORSE SHELTER | |||||||
| 821 W SAN MATEO ROAD UNIT A | SANTA FE | NM | 87505 | PC | SUPPORT FOR ONGOING PROGRAMS ($34,000), COVID-19 RELIEF ($1,000) | $35,000 | |
| IDIOPATHIC RIDICULOPATHY CONSORTIUM | |||||||
| 833 KIMBALL STREET | PHILADELPHIA | PA | 19147 | PC | SUPPORT FOR ONGOING PROGRAMS | $10,000 | |
| INDEPENDENT TELEVISION SERVICE INC | |||||||
| 1435 FOLSOM STREET | SAN FRANCISCO | CA | 94103 | PC | SUPPORT FOR ONGOING PROGRAMS | $200,000 | |
| INTERNATIONAL ASSOCIATION OF PERFORMING ARTS FOR YOUNG PEOPLE INC | |||||||
| 1315 WALNUT STREET SUITE 320 | PHILADELPHIA | PA | 19107 | PC | SUPPORT FOR ONGOING PROGRAMS | $20,000 | |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | |||||||
| 3600 WILSHIRE BLVD SUITE 1810 | LOS ANGELES | CA | 90010 | PC | SUPPORT FOR ONGOING PROGRAMS | $85,000 | |
| JOHN JAMES AUDUBON CENTER AT MILL GROVE | |||||||
| 1201 PAWLINGS ROAD | AUDUBON | PA | 19403 | PC | COVID-19 RELIEF | $50,000 | |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 5200 EASTERN AVENUE MFL CENTER | BALTIMORE | MD | 21224 | PC | SUPPORT FOR THE CENTER FOR CLINICAL GLOBAL HEALTH EDUCATION | $280,000 | TOWER SUITE 355 |
| JUST ACT INC | |||||||
| 5528 PULASKI AVENUE | PHILADELPHIA | PA | 19144 | PC | SUPPORT FOR ONGOING PROGRAMS | $15,000 | |
| KIMMEL CENTER INC | |||||||
| 1500 WALNUT STREET 17TH FLOOR | PHILADELPHIA | PA | 19102 | PC | SUPPORT FOR PIPE ORGAN PROGRAMMING | $150,000 | |
| KUOW-PUGET SOUND PUBLIC RADIO | |||||||
| 4518 UNIVERSITY WAY NE SUITE 310 | SEATTLE | WA | 98105 | PC | SUPPORT FOR ONGOING PROGRAMS | $166,667 | |
| LANTERN THEATER COMPANY | |||||||
| 1015 CHESTNUT STREET SUITE 1515 | PHILADELPHIA | PA | 19107 | PC | SUPPORT FOR ONGOING PROGRAMS | $100,000 | |
| LEAGUE OF WOMEN VOTERS OF WASHINGTON EDUCATION FUND | |||||||
| 1511 3RD AVENUE SUITE 900 | SEATTLE | WA | 98101 | PC | SUPPORT FOR ONGOING PROGRAMS | $20,000 | |
| LEAH STEIN DANCE COMPANY | |||||||
| 2329 S 3RD STREET | PHILADELPHIA | PA | 19148 | PC | SUPPORT FOR ONGOING PROGRAMS | $10,000 | |
| LENFEST INSTITUTE FOR JOURNALISM LLC | |||||||
| 801 MARKET STREET SUITE 30 | PHILADELPHIA | PA | 19107 | SO I | SUPPORT FOR ONGOING PROGRAMS ($150,000), PERMANENTLY RESTRICTED ENDOWMENT ($500,000), SPOTLIGHT PA ($60,000) | $710,000 | |
| LIBERTY HILL CENTER FOR AGRICULTURAL EDUCATION | |||||||
| 511 LIBERTY HILL | ROCHESTER | VT | 05767 | PC | SUPPORT FOR ONGOING PROGRAMS | $212,500 | |
| LIFELONG AIDS ALLIANCE | |||||||
| 210 S LUCILE STREET | SEATTLE | WA | 98108 | PC | SUPPORT FOR ONGOING PROGRAMS ($50,000), COVID-19 RELIEF ($25,000) | $75,000 | |
| LIGHTHAWK | |||||||
| PO BOX 913239 | DENVER | CO | 80291 | PC | SUPPORT FOR ONGOING PROGRAMS | $25,000 | |
| LIVECONNECTIONSORG | |||||||
| PO BOX 42796 | PHILADELPHIA | PA | 19104 | PC | SUPPORT FOR ONGOING PROGRAMS | $100,000 | |
| LOUISVILLE MEMORIAL AUDITORIUM FOUNDATION INC | |||||||
| 1009 S 4TH STREET | LOUISVILLE | KY | 402033207 | PC | SUPPORT FOR HISTORIC PIPE ORGAN | $75,000 | |
| LOW INCOME HOUSING INSTITUTE | |||||||
| 2407 1ST AVENUE SUITE 200 | SEATTLE | WA | 98121 | PC | SUPPORT FOR ONGOING PROGRAMS ($135,000), COVID-19 RELIEF ($150,000) | $285,000 | |
| MACGUFFIN THEATRE AND FILM COMPANY | |||||||
| 2030 SANSOM STREET SUITE 2 | PHILADELPHIA | PA | 19103 | PC | SUPPORT FOR ONGOING PROGRAMS | $20,000 | |
| MASS DESIGN GROUP LTD | |||||||
| 334 BOYLSTON STREET SUITE 400 | BOSTON | MA | 02116 | PC | SUPPORT FOR ONGOING PROGRAMS | $120,000 | |
| MEDIA IMPACT FUNDERS INC | |||||||
| 200 W WASHINGTON SQUARE SUITE 220 | PHILADELPHIA | PA | 19106 | PC | SUPPORT FOR ONGOING PROGRAMS | $75,000 | |
| MEDIA MOBILIZING PROJECT DBA MOVEMENT ALLIANCE PROJECT | |||||||
| 924 CHERRY STREET 5TH FLOOR | PHILADELPHIA | PA | 191072411 | PC | SUPPORT FOR SPONSORED PROJECTS | $25,000 | |
| METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE | |||||||
| 420 N 20TH STREET | PHILADELPHIA | PA | 19130 | PC | SUPPORT FOR ONGOING PROGRAMS | $15,000 | |
| METROPOLITAN OPERA ASSOCIATION INC | |||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | PC | SUPPORT FOR ONGOING PROGRAMS | $250,000 | |
| MID ATLANTIC AIR MUSEUM | |||||||
| 11 MUSEUM DRIVE | READING | PA | 19605 | PC | COVID-19 RELIEF | $175,000 | |
| MONTGOMERY THEATER INC | |||||||
| 124 N MAIN STREET PO BOX 64033 | SOUDERTON | PA | 18964 | PC | SUPPORT FOR ONGOING PROGRAMS | $20,000 | |
| MOUNT PLEASANT FIRE COMPANY | |||||||
| 5664 MOUNT PLEASANT ROAD | BERNVILLE | PA | 19506 | PC | SUPPORT FOR CAPITAL IMPROVEMENTS | $175,000 | |
| MOUNTAINS TO SOUND GREENWAY TRUST | |||||||
| 2701 FIRST AVENUE SUITE 240 | SEATTLE | WA | 98121 | PC | SUPPORT FOR CAPITAL IMPROVEMENTS | $100,000 | |
| MUSEUM OF FLIGHT FOUNDATION | |||||||
| 9404 E MARGINAL WAY S | SEATTLE | WA | 98108 | PC | SUPPORT FOR ONGOING PROGRAMS | $100,000 | |
| MUSEUM OF NEW MEXICO FOUNDATION | |||||||
| PO BOX 2065 | SANTA FE | NM | 87504 | PC | SUPPORT FOR HISTORIC PIPE ORGAN | $49,660 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY INC | |||||||
| 1667 K STREET NW SUITE 550 | WASHINGTON | DC | 20006 | PC | SUPPORT FOR ONGOING PROGRAMS | $50,000 | |
| NATIONAL EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION | |||||||
| PO BOX 50009 | COLUMBIA | SC | 29250 | PC | SUPPORT FOR PUBLIC MEDIA WOMEN IN LEADERSHIP | $55,800 | |
| NATIONAL FEDERATION OF COMMUNITY BROADCASTERS INC | |||||||
| PO BOX 806 | PAONIA | CO | 81428 | PC | SUPPORT FOR ONGOING PROGRAMS | $50,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY - GREATER NORTHWEST | |||||||
| 192 NICKERSON STREET SUITE 100 | SEATTLE | WA | 98109 | PC | SUPPORT FOR ONGOING PROGRAMS | $30,000 | |
| NATIONALITIES SERVICES CENTER OF PHILADELPHIA | |||||||
| 1216 ARCH STREET 4TH FLOOR | PHILADELPHIA | PA | 19107 | PC | SUPPORT FOR ONGOING PROGRAMS | $12,000 | |
| NATURAL CREATIVITY | |||||||
| PO BOX 48340 | PHILADELPHIA | PA | 19144 | PC | SUPPORT FOR ONGOING PROGRAMS | $100,000 | |
| NATURAL LANDS TRUST INC | |||||||
| HILDACY FARM 1031 PALMERS MILL ROAD | MEDIA | PA | 19063 | PC | SUPPORT FOR STONELEIGH, A NATURAL GARDEN | $3,867,263 | |
| NATURE CONSERVANCY INC | |||||||
| 74 WALL STREET | SEATTLE | WA | 98121 | PC | SUPPORT FOR ONGOING PROGRAMS | $500,000 | |
| NEW YORK THEATRE WORKSHOP INC | |||||||
| 79 E 4TH STREET | NEW YORK | NY | 10003 | PC | SUPPORT FOR ONGOING PROGRAMS | $12,500 | |
| NEWARK PUBLIC RADIO INC | |||||||
| 54 PARK PLACE | NEWARK | NJ | 07102 | PC | SUPPORT FOR ONGOING PROGRAMS | $25,000 | |
| NICHOLE CANUSO DANCE COMPANY | |||||||
| 1413 MOORE STREET | PHILADELPHIA | PA | 19145 | PC | SUPPORT FOR ONGOING PROGRAMS | $30,000 | |
| NO MORE SECRETS MIND BODY SPIRIT INC | |||||||
| 7056 GERMANTOWN AVENUE SUITE 205 | PHILADELPHIA | PA | 19119 | PC | SUPPORT FOR ONGOING PROGRAMS | $7,500 | |
| NORTH AMERICAN SYRINGE EXCHANGE NETWORK | |||||||
| 535 DOCK STREET SUITE 113 | TACOMA | WA | 98402 | PC | SUPPORT FOR PROJECT SAFE | $5,000 | |
| NORTHWEST HARVEST E M M | |||||||
| PO BOX 12272 | SEATTLE | WA | 98102 | PC | SUPPORT FOR ONGOING PROGRAMS | $250,000 | |
| OBERLIN COLLEGE | |||||||
| 50 W LORAIN STREET BOSWORTH HALL | OBERLIN | OH | 44074 | PC | SUPPORT FOR ONGOING PROGRAMS | $10,000 | 201 |
| OPEN CONNECTIONS INC | |||||||
| 1616 DELCHESTER ROAD | NEWTOWN SQUARE | PA | 19073 | PC | SUPPORT FOR ONGOING PROGRAMS | $314,692 | |
| OPERA PHILADELPHIA | |||||||
| 1420 LOCUST STREET SUITE 210 | PHILADELPHIA | PA | 19102 | PC | SUPPORT FOR ONGOING PROGRAMS | $30,000 | |
| OPTION INSTITUTE AND FELLOWSHIP | |||||||
| 2080 S UNDERMOUNTAIN ROAD | SHEFFIELD | MA | 01257 | PC | SUPPORT FOR ONGOING PROGRAMS | $200,000 | |
| ORGAN HISTORICAL SOCIETY | |||||||
| 330 N SPRING MILL ROAD | VILLANOVA | PA | 19085 | PC | SUPPORT FOR ONGOING PROGRAMS ($50,000), HISTORIC PIPE ORGAN ($74,629) | $124,629 | |
| PAINTED BRIDE ART CENTER INC | |||||||
| 230 VINE STREET | PHILADELPHIA | PA | 19106 | PC | SUPPORT FOR ONGOING PROGRAMS ($50,000), BEARDED LADIES CABARET ($250,000) | $300,000 | |
| PATHWAY CORPORATION | |||||||
| 162 EGYPT ROAD | NORRISTOWN | PA | 19403 | PC | SUPPORT FOR ARTS ENDOWMENT | $100,000 | |
| PATHWAY SCHOOL | |||||||
| 162 EGYPT ROAD | NORRISTOWN | PA | 19403 | PC | SUPPORT FOR ONGOING PROGRAMS ($80,000), MEDIA MAKERSPACE ($25,000) | $105,000 | |
| PATIENT AIRLIFT SERVICES | |||||||
| 7110 REPUBLIC AIRPORT SUITE 202 | FARMINGDALE | NY | 11735 | PC | SUPPORT FOR ONGOING PROGRAMS | $30,000 | |
| PCC FARMLAND TRUST | |||||||
| 1402 THIRD AVENUE 709 | SEATTLE | WA | 98101 | PC | SUPPORT FOR ONGOING PROGRAMS | $50,000 | |
| PENN STATE HEALTH ST JOSEPH | |||||||
| 2500 BERNVILLE ROAD | READING | PA | 19605 | PC | SUPPORT FOR ONGOING PROGRAMS | $50,000 | |
| PENNSYLVANIA ACADEMY OF THE FINE ARTS | |||||||
| 128 N BROAD STREET | PHILADELPHIA | PA | 19102 | PC | SUPPORT FOR ONGOING PROGRAMS | $15,000 | |
| PENNSYLVANIA BALLET ASSOCIATION | |||||||
| 100 S BROAD STREET SUITE 2226 | PHILADELPHIA | PA | 19110 | PC | SUPPORT FOR ONGOING PROGRAMS | $250,000 | |
| PENNSYLVANIA VOICE | |||||||
| 123 S BROAD STREET SUITE 630 | PHILADELPHIA | PA | 19109 | PC | SUPPORT FOR ONGOING PROGRAMS | $105,000 | |
| PEOPLE'S LIGHT & THEATRE COMPANY | |||||||
| 39 CONESTOGA ROAD | MALVERN | PA | 19355 | PC | SUPPORT FOR ONGOING PROGRAMS ($10,000), ENDOWMENT ($875,000) | $885,000 | |
| PERFORMANCE SANTA FE | |||||||
| 300 PASEO DE PERALTA SUITE 102 | SANTA FE | NM | 87501 | PC | SUPPORT FOR ONGOING PROGRAMS | $5,000 | |
| PHILABUNDANCE | |||||||
| 3616 S GALLOWAY STREET | PHILADELPHIA | PA | 19148 | PC | SUPPORT FOR ONGOING PROGRAMS | $10,000 | |
| PHILADELPHIA AREA CENTER FOR HISTORY OF SCIENCE | |||||||
| 431 CHESTNUT STREET | PHILADELPHIA | PA | 191062426 | PC | SUPPORT FOR ONGOING PROGRAMS | $100,000 | |
| PHILADELPHIA ARTISTS COLLECTIVE INC | |||||||
| 901 SIGEL STREET | PHILADELPHIA | PA | 19148 | PC | SUPPORT FOR ONGOING PROGRAMS | $15,000 | |
| PHILADELPHIA ENVIRONMENTAL FILM FESTIVAL | |||||||
| 7201 SHERMAN STREET | PHILADELPHIA | PA | 19119 | PC | SUPPORT FOR ONGOING PROGRAMS | $2,500 | |
| PHILADELPHIA EPISCOPAL CATHEDRAL | |||||||
| 3717 CHESTNUT STREET SUITE 200 | PHILADELPHIA | PA | 19104 | PC | SUPPORT FOR HISTORIC PIPE ORGAN | $405,984 | |
| PHILADELPHIA FILM SOCIETY | |||||||
| 1412 CHESTNUT STREET | PHILADELPHIA | PA | 19102 | PC | SUPPORT FOR ONGOING PROGRAMS | $100,000 | |
| PHILADELPHIA FOUNDATION | |||||||
| 1835 MARKET STREET SUITE 2410 | PHILADELPHIA | PA | 19103 | PC | SUPPORT FOR COMMUNITY FOUNDATION DONOR ADVISED FUNDS | $1,920,000 | |
| PHILADELPHIA ORCHESTRA ASSOCIATION | |||||||
| ONE S BROAD STREET 14TH FLOOR | PHILADELPHIA | PA | 19107 | PC | SUPPORT FOR PIPE ORGAN PROGRAMMING | $1,000,000 | |
| PHILADELPHIA OUTWARD BOUND CENTER | |||||||
| 3401 RESERVOIR DRIVE | PHILADELPHIA | PA | 19121 | PC | SUPPORT FOR ONGOING PROGRAMS | $25,000 | |
| PHILADELPHIA SHAKESPEARE THEATRE | |||||||
| PO BOX 56309 | PHILADELPHIA | PA | 19130 | PC | SUPPORT FOR ONGOING PROGRAMS | $20,000 | |
| PHILADELPHIA YOUNG PLAYWRIGHTS | |||||||
| 1219 VINE STREET 3RD FLOOR | PHILADELPHIA | PA | 19107 | PC | SUPPORT FOR ONGOING PROGRAMS | $10,000 | |
| PHILLY STARTUP LEADERS INC | |||||||
| 601 WALNUT STREET 12TH FLOOR | PHILADELPHIA | PA | 19106 | PC | SUPPORT FOR ONGOING PROGRAMS | $10,000 | |
| PIG IRON THEATRE COMPANY INC | |||||||
| 1417 N 2ND STREET | PHILADELPHIA | PA | 19122 | PC | SUPPORT FOR ONGOING PROGRAMS | $25,000 | |
| PIKE PLACE MARKET FOUNDATION | |||||||
| 93 PIKE STREET 310 | SEATTLE | WA | 98101 | PC | SUPPORT FOR ONGOING PROGRAMS ($200,000), COVID-19 RELIEF ($50,000) | $250,000 | |
| PLAYPENN INC | |||||||
| 100 S BROAD STREET SUITE 1318 | PHILADELPHIA | PA | 19110 | PC | SUPPORT FOR ONGOING PROGRAMS ($60,000), PLAYPENN FELLOWS ($100,000) | $160,000 | |
| PLYMOUTH HOUSING GROUP | |||||||
| 2113 3RD AVENUE | SEATTLE | WA | 98121 | PC | SUPPORT FOR CAPITAL IMPROVEMENTS ($1,250,000), COVID-19 RELIEF ($50,000) | $1,300,000 | |
| POLYPHONIA SOCIETY | |||||||
| 1819 JFK BLVD SUITE 303 | PHILADELPHIA | PA | 19103 | PC | SUPPORT FOR ONGOING PROGRAMS | $75,000 | |
| POTTSTOWN POLICE DEPARTMENT | |||||||
| 100 E HIGH STREET | POTTSTOWN | PA | 19464 | GOV | COVID-19 RELIEF | $71,907 | |
| PRESERVATION ALLIANCE FOR GREATER PHILADELPHIA | |||||||
| 1608 WALNUT STREET SUITE 1702 | PHILADELPHIA | PA | 19103 | PC | SUPPORT FOR ONGOING PROGRAMS | $10,000 | |
| PROJECT HOME | |||||||
| 1515 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19130 | PC | SUPPORT FOR ONGOING PROGRAMS | $10,000 | |
| PROJECT MERCY INC | |||||||
| 7011 ARDMORE AVENUE | FORT WAYNE | IN | 46809 | PC | SUPPORT FOR ONGOING PROGRAMS | $75,000 | |
| PUBLIC CITIZENS FOR CHILDREN AND YOUTH | |||||||
| 990 SPRING GARDEN STREET SUITE 200 | PHILADELPHIA | PA | 19123 | PC | SUPPORT FOR ONGOING PROGRAMS | $7,500 | |
| PUBLIC INTEREST LAW CENTER | |||||||
| 1500 JFK BLVD SUITE 802 | PHILADELPHIA | PA | 19102 | PC | SUPPORT FOR ONGOING PROGRAMS | $50,000 | |
| QUINTESSENCE THEATRE GROUP | |||||||
| 7058 GERMANTOWN AVENUE SUITE 202 | PHILADELPHIA | PA | 19119 | PC | SUPPORT FOR ONGOING PROGRAMS | $20,000 | |
| RAILS-TO-TRAILS CONSERVANCY | |||||||
| 2121 WARD COURT NW 5TH FLOOR | WASHINGTON | DC | 20037 | PC | SUPPORT FOR ONGOING PROGRAMS | $200,000 | |
| REAL CHANGE HOMELESS EMPOWERMENT PROJECT | |||||||
| 219 1ST AVENUE S SUITE 220 | SEATTLE | WA | 98104 | PC | SUPPORT FOR ONGOING PROGRAMS | $50,000 | |
| RESOLVE PHILADELPHIA INC | |||||||
| 699 RANSTEAD STREET 3RD FLOOR | PHILADELPHIA | PA | 19106 | PC | SUPPORT FOR ONGOING PROGRAMS | $25,000 | |
| ROSENBACH MUSEUM AND LIBRARY | |||||||
| 2010 DELANCEY PLACE | PHILADELPHIA | PA | 19103 | PC | SUPPORT FOR PERMANENTLY RESTRICTED ENDOWMENT | $350,000 | |
| SAINT MARK'S EPISCOPAL CHURCH | |||||||
| 1625 LOCUST STREET | PHILADELPHIA | PA | 19103 | PC | SUPPORT FOR ONGOING PROGRAMS | $50,000 | |
| SAINT PETERS CHURCH | |||||||
| 313 PINE STREET | PHILADELPHIA | PA | 19106 | PC | SUPPORT FOR HISTORIC PIPE ORGAN | $15,000 | |
| SAMUEL S FLEISHER ART MEMORIAL INC | |||||||
| PO BOX 7646 | PHILADELPHIA | PA | 19101 | PC | SUPPORT FOR SPONSORED PROJECT | $90,000 | |
| SANTA FE BOTANICAL GARDEN | |||||||
| PO BOX 23343 | SANTA FE | NM | 875023343 | PC | COVID-19 RELIEF | $2,500 | |
| SANTA FE COMMUNITY FOUNDATION | |||||||
| PO BOX 1827 | SANTA FE | NM | 875041827 | PC | COVID-19 RELIEF | $5,000 | |
| SANTA FE OPERA | |||||||
| PO BOX 2408 | SANTA FE | NM | 87504 | PC | SUPPORT FOR ONGOING PROGRAMS | $500,000 | |
| SCRIBE VIDEO CENTER INC | |||||||
| 3908 LANCASTER AVENUE | PHILADELPHIA | PA | 19104 | PC | SUPPORT FOR ONGOING PROGRAMS | $105,000 | |
| SEASHARE | |||||||
| 600 ERIKSEN AVENUE NE SUITE 310 | BAINBRIDGE ISLAND | WA | 98110 | PC | SUPPORT FOR ONGOING PROGRAMS | $15,000 | |
| SEATTLE AQUARIUM SOCIETY | |||||||
| 1483 ALASKAN WAY PIER 59 | SEATTLE | WA | 98101 | PC | SUPPORT FOR ONGOING PROGRAMS | $250,000 | |
| SEATTLE PARKS FOUNDATION | |||||||
| 105 SOUTH MAIN STREET SUITE 235 | SEATTLE | WA | 98104 | PC | SUPPORT FOR ONGOING PROGRAMS | $35,000 | |
| SEWARD PARK AUDUBON CENTER | |||||||
| 5902 LAKE WASHINGTON BLVD S | SEATTLE | WA | 98118 | PC | SUPPORT FOR ONGOING PROGRAMS | $10,000 | |
| SHAKESPEARE IN CLARK PARK | |||||||
| PO BOX 30734 | PHILADELPHIA | PA | 19104 | PC | SUPPORT FOR THE PAGEANT WAGON | $10,000 | |
| SIMPATICO THEATRE | |||||||
| 850 S 2ND STREET | PHILADELPHIA | PA | 19147 | PC | SUPPORT FOR ONGOING PROGRAMS | $35,000 | |
| SOLID GROUND WASHINGTON | |||||||
| 1501 N 45TH STREET | SEATTLE | WA | 98103 | PC | SUPPORT FOR ONGOING PROGRAMS | $350,000 | |
| SOUTHERN UTAH WILDERNESS ALLIANCE | |||||||
| 425 E 100 SOUTH | SALT LAKE CITY | UT | 84111 | PC | SUPPORT FOR ONGOING PROGRAMS | $10,000 | |
| SPARK NORTHWEST | |||||||
| 1402 3RD AVENUE SUITE 901 | SEATTLE | WA | 98101 | PC | SUPPORT FOR ONGOING PROGRAMS | $75,000 | |
| TEAM SUNSHINE PERFORMANCE CORPORATION | |||||||
| 1913 S 8TH STREET | PHILADELPHIA | PA | 19148 | PC | SUPPORT FOR ONGOING PROGRAMS | $18,000 | |
| TEEN FEED | |||||||
| 4740-B UNIVERSITY WAY NE | SEATTLE | WA | 98105 | PC | SUPPORT FOR ONGOING PROGRAMS ($30,000), COVID-19 RELIEF ($10,000) | $40,000 | |
| TEMPLE UNIVERSITY | |||||||
| KLEIN COLLEGE 2020 N 13TH STREET | PHILADELPHIA | PA | 19122 | PC | SUPPORT FOR THE DATA DESK ($50,000), THE CHAIR IN ENTREPRENEURIAL JOURNALISM ($250,000) | $300,000 | |
| THEATRE EXILE COMPANY | |||||||
| 1340 S 13TH STREET | PHILADELPHIA | PA | 19147 | PC | SUPPORT FOR ONGOING PROGRAMS | $140,000 | |
| THEATRE HORIZON INC | |||||||
| 401 DEKALB STREET | NORRISTOWN | PA | 19401 | PC | SUPPORT FOR ONGOING PROGRAMS | $40,000 | |
| THEATRE PHILADELPHIA | |||||||
| PO BOX 373 | PHILADELPHIA | PA | 19105 | PC | SUPPORT FOR ONGOING PROGRAMS | $37,500 | |
| TILTH ALLIANCE | |||||||
| 4649 SUNNYSIDE AVE N SUITE 100 | SEATTLE | WA | 98103 | PC | SUPPORT FOR ONGOING PROGRAMS | $100,000 | |
| TINY DYNAMITE INC | |||||||
| 7060 GREENHILL ROAD | PHILADELPHIA | PA | 19151 | PC | SUPPORT FOR ONGOING PROGRAMS | $15,000 | |
| TOWN HALL ASSOCIATION | |||||||
| 720 SENECA STREET SUITE A | SEATTLE | WA | 98101 | PC | COVID-19 RELIEF | $350,000 | |
| TRINITY CATHEDRAL | |||||||
| 2230 EUCLID AVENUE | CLEVELAND | OH | 44115 | PC | SUPPORT FOR HISTORIC PIPE ORGAN | $43,000 | |
| TRUST FOR PUBLIC LAND | |||||||
| 101 MONTGOMERY STREET 900 | SAN FRANCISCO | CA | 94104 | PC | SUPPORT FOR ONGOING PROGRAMS | $250,000 | |
| UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY | |||||||
| 1709 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19103 | PC | SUPPORT FOR PERMANENTLY RESTRICTED ENDOWMENT | $500,000 | |
| UNIVERSITY DISTRICT FOOD BANK (UDFB) | |||||||
| 5017 ROOSEVELT WAY NE | SEATTLE | WA | 98105 | PC | COVID-19 RELIEF | $25,000 | |
| UNIVERSITY OF THE ARTS | |||||||
| 320 S BROAD STREET | PHILADELPHIA | PA | 19102 | PC | COVID-19 RELIEF | $100,000 | |
| VERMONT LAND TRUST INC | |||||||
| 8 BAILEY AVENUE | MONTPELIER | VT | 05602 | PC | SUPPORT FOR ONGOING PROGRAMS | $5,000 | |
| VILLAGE OF ARTS AND HUMANITIES INC | |||||||
| 2544 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19133 | PC | SUPPORT FOR MING - MEDIA IN NEIGHBORHOODS GROUP | $61,217 | |
| VIRGINIA MASON HEALTH SYSTEM | |||||||
| PO BOX 1930 | SEATTLE | WA | 98111 | PC | SUPPORT FOR THE BAILEY-BOUSHAY HOUSE | $50,000 | |
| WALLINGFORD COMMUNITY SENIOR CENTER | |||||||
| 4649 SUNNYSIDE AVE N SUITE 140 | SEATTLE | WA | 98103 | PC | SUPPORT FOR ONGOING PROGRAMS | $5,000 | |
| WASHINGTON DC INTERNATIONAL FILM FESTIVAL INC | |||||||
| 1838 ONTARIO PLACE NW | WASHINGTON | DC | 20009 | PC | SUPPORT FOR THE IMPACT PROJECT | $35,000 | |
| WASHINGTON TRAILS ASSOCIATION | |||||||
| 705 SECOND AVENUE SUITE 300 | SEATTLE | WA | 98104 | PC | SUPPORT FOR ONGOING PROGRAMS | $137,500 | |
| WAY BACK INN FOUNDATION | |||||||
| PO BOX 621 | RENTON | WA | 98057 | PC | SUPPORT FOR ONGOING PROGRAMS | $50,000 | |
| WGBH EDUCATION FOUNDATION | |||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | PC | SUPPORT FOR WORLD CHANNEL | $150,000 | |
| WHYY INC | |||||||
| INDEPENDENCE MALL WEST 150 N 6TH | PHILADELPHIA | PA | 19106 | PC | SUPPORT FOR ONGOING PROGRAMS ($38,250), PLANPHILLY ($175,000) | $213,250 | STREET |
| WILD SALMON CENTER | |||||||
| 721 NW NINTH AVENUE SUITE 300 | PORTLAND | OR | 97209 | PC | SUPPORT FOR ONGOING PROGRAMS | $25,000 | |
| WILMA THEATER INC | |||||||
| 265 S BROAD STREET | PHILADELPHIA | PA | 19107 | PC | SUPPORT FOR ONGOING PROGRAMS ($906,500), PHILADELPHIA REGIONAL ARTS CONSORTIUM ($50,000) | $956,500 | |
| WITF INC | |||||||
| 4801 LINDLE ROAD | HARRISBURG | PA | 17111 | PC | SUPPORT FOR PA POST ($20,000), STATE IMPACT PENNSYLVANIA ($50,000) | $70,000 | |
| WNET | |||||||
| 825 EIGHTH AVENUE 14TH FLOOR | NEW YORK | NY | 10019 | PC | SUPPORT FOR WNET SPOTLIGHT LLC | $10,000 | |
| WOMEN MAKE MOVIES INC | |||||||
| 115 W 29TH STREET SUITE 1200 | NEW YORK | NY | 10001 | PC | SUPPORT FOR SPONSORED PROJECT | $15,000 | |
| WORKING FILMS INC | |||||||
| 624-1/2 S 7TH STREET | WILMINGTON | NC | 28401 | PC | SUPPORT FOR RURAL CINEMA | $75,000 | |
| WXPN-FM RADIO STATION LICENSED TO THE TRUSTEES OF THE UNIVERSITY OF PENNSYL | |||||||
| 3025 WALNUT STREET | PHILADELPHIA | PA | 19104 | PC | SUPPORT FOR ONGOING PROGRAMS ($220,000), BLACK MUSIC HERITAGE PROJECT ($50,000) | $270,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,719,538 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 11TH HOUR THEATRE COMPANY | |||||||
| 2329 S 3RD STREET | PHILADELPHIA | PA | 19148 | PC | SUPPORT FOR ONGOING PROGRAMS | $17,000 | |
| AMERICAN DOCUMENTARY INC | |||||||
| 20 JAY STREET SUITE 940 | BROOKLYN | NY | 11201 | PC | SUPPORT FOR ONGOING PROGRAMS | $375,000 | |
| AMERICAN UNIVERSITY SCHOOL OF COMMUNICATIONS | |||||||
| 4400 MASSACHUSETTS AVE NW MCK 220 | WASHINGTON | DC | 20016 | PC | SUPPORT FOR CURRENT | $350,000 | |
| BALLETX | |||||||
| 1923 WASHINGTON AVENUE | PHILADELPHIA | PA | 19146 | PC | SUPPORT FOR ONGOING PROGRAMS | $400,000 | |
| BRISTOL RIVERSIDE THEATER COMPANY INC | |||||||
| 120 RADCLIFFE STREET | BRISTOL | PA | 19007 | PC | SUPPORT FOR ONGOING PROGRAMS | $50,000 | |
| BROWN UNIVERSITY | |||||||
| DIVISION OF ADVANCEMENT BOX 1893 | PROVIDENCE | RI | 02912 | PC | SUPPORT FOR THE CENTER FOR THE STUDY OF SLAVERY AND JUSTICE | $4,500,000 | |
| CHICKEN & EGG PICTURES | |||||||
| 45 MAIN STREET SUITE 506 | BROOKLYN | NY | 11201 | PC | SUPPORT FOR ONGOING PROGRAMS | $30,000 | |
| EARTHJUSTICE | |||||||
| 705 SECOND AVENUE SUITE 203 | SEATTLE | WA | 98104 | PC | SUPPORT FOR ONGOING PROGRAMS | $1,500,000 | |
| EQUAL MEASURE | |||||||
| 520 WALNUT STREET SUITE 1450 | PHILADELPHIA | PA | 19106 | PC | SUPPORT FOR PUBLIC MEDIA FUTURES FORUM | $19,683 | |
| FRACTURED ATLAS INC | |||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | PC | SUPPORT FOR DIRECTORS GATHERING | $4,000 | |
| FUTURO MEDIA GROUP | |||||||
| 361 W 125TH STREET 6TH FLOOR | NEW YORK | NY | 10027 | PC | SUPPORT FOR ONGOING PROGRAMS | $35,000 | |
| GREATER PHILADELPHIA FILM OFFICE | |||||||
| 1515 ARCH STREET 11TH FLOOR | PHILADELPHIA | PA | 19102 | PC | SUPPORT FOR ONGOING PROGRAMS | $50,000 | |
| HEDGEROW THEATRE INC | |||||||
| 146 W ROSE VALLEY ROAD | ROSE VALLEY | PA | 19086 | PC | SUPPORT FOR ONGOING PROGRAMS | $50,000 | |
| KIMMEL CENTER INC | |||||||
| 1500 WALNUT STREET 17TH FLOOR | PHILADELPHIA | PA | 19102 | PC | COVID-19 RELIEF | $25,000 | |
| LENFEST INSTITUTE FOR JOURNALISM LLC | |||||||
| 801 MARKET STREET SUITE 30 | PHILADELPHIA | PA | 19107 | SO I | SUPPORT FOR SPOTLIGHT PA | $300,000 | |
| METROPOLITAN OPERA ASSOCIATION INC | |||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | PC | SUPPORT FOR HISTORIC PIPE ORGAN | $650,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY INC | |||||||
| 1667 K STREET NW SUITE 550 | WASHINGTON | DC | 20006 | PC | SUPPORT FOR ONGOING PROGRAMS | $75,000 | |
| ORGAN HISTORICAL SOCIETY | |||||||
| 330 N SPRING MILL ROAD | VILLANOVA | PA | 19085 | PC | SUPPORT FOR ONGOING PROGRAMS ($100,000), HISTORIC PIPE ORGAN ($220,801) | $320,801 | |
| PARTNERS FOR SACRED PLACES INC | |||||||
| 1700 SANSOM STREET 10TH FLOOR | PHILADELPHIA | PA | 19103 | PC | SUPPORT FOR ONGOING PROGRAMS | $25,000 | |
| PCC FARMLAND TRUST | |||||||
| 1402 THIRD AVENUE 709 | SEATTLE | WA | 98101 | PC | SUPPORT FOR ONGOING PROGRAMS | $100,000 | |
| PHILADELPHIA CLEF CLUB OF JAZZ & PERFORMING ARTS | |||||||
| 736-738 S BROAD STREET | PHILADELPHIA | PA | 19146 | PC | SUPPORT FOR JAZZ CULTURAL VOICES | $10,000 | |
| PHILADELPHIA FILM SOCIETY | |||||||
| 1412 CHESTNUT STREET | PHILADELPHIA | PA | 19102 | PC | SUPPORT FOR ONGOING PROGRAMS | $250,000 | |
| PHILADELPHIA FOUNDATION | |||||||
| 1835 MARKET STREET SUITE 2410 | PHILADELPHIA | PA | 19103 | PC | SUPPORT FOR COMMUNITY FOUNDATION DONOR ADVISED FUND | $40,000 | |
| PHILADELPHIA MUSEUM OF ART | |||||||
| PO BOX 7646 | PHILADELPHIA | PA | 19101 | PC | SUPPORT FOR ONGOING PROGRAMS | $20,000 | |
| PUBLIC CITIZENS FOR CHILDREN AND YOUTH | |||||||
| 990 SPRING GARDEN STREET SUITE 200 | PHILADELPHIA | PA | 19123 | PC | SUPPORT FOR ONGOING PROGRAMS | $7,500 | |
| PUBLIC INTEREST LAW CENTER | |||||||
| 1500 JFK BLVD SUITE 802 | PHILADELPHIA | PA | 19102 | PC | SUPPORT FOR ONGOING PROGRAMS | $130,000 | |
| SAINT PETERS CHURCH | |||||||
| 313 PINE STREET | PHILADELPHIA | PA | 19106 | PC | SUPPORT FOR HISTORIC PIPE ORGAN | $485,000 | |
| WASHINGTON DC INTERNATIONAL FILM FESTIVAL INC | |||||||
| 1838 ONTARIO PLACE NW | WASHINGTON | DC | 20009 | PC | SUPPORT FOR THE IMPACT PROJECT | $35,000 | |
| WHYY INC | |||||||
| INDEPENDENCE MALL WEST 150 N 6TH | PHILADELPHIA | PA | 19106 | PC | SUPPORT FOR ONGOING PROGRAMS | $210,000 | STREET |
| WILMA THEATER INC | |||||||
| 265 S BROAD STREET | PHILADELPHIA | PA | 19107 | PC | SUPPORT FOR ONGOING PROGRAMS | $40,000 | |
| WITF INC | |||||||
| 4801 LINDLE ROAD | HARRISBURG | PA | 17111 | PC | SUPPORT FOR STATE IMPACT PENNSYLVANIA | $25,000 | |
| WXPN-FM RADIO STATION LICENSED TO THE TRUSTEES OF THE UNIVERSITY OF PENNSYL | |||||||
| 3025 WALNUT STREET | PHILADELPHIA | PA | 19104 | PC | SUPPORT FOR ONGOING PROGRAMS ($75,000), KANAVAL DOCUMENTARY PROJECT ($50,000) | $125,000 | |
| YORK COUNTY HISTORY CENTER | |||||||
| 250 E MARKET STREET | YORK | PA | 17403 | PC | SUPPORT FOR HISTORIC PIPE ORGAN | $210,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $10,463,984 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,023 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,068,359 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,147,322 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| GRANT RECOVERY | 01 | $12,000 |
| LEGAL SETTLEMENTS AND REFUNDS | 01 | $13,871 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,336,575 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,336,575 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $74,395 | Amt |
| Net Investment Income | $37,198 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,197 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (33 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSOCIATION OF INDEPENDENTS IN RADIO INC | |||||||||||
| PO BOX 220400 | BOSTON | MA | 02122 | 2019-09-16 | $275,000 | SUPORT FOR ISEECHANGE | $173,790 | NO | 12/31/2019, 1/8/2021 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| AUBURN THEOLOGICAL SEMINARY | |||||||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | 2020-08-11 | $20,000 | SUPPORT FOR SPONSORED PROJECT | $11,793 | NO | 2/24/2021 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| BLACK PUBLIC MEDIA | |||||||||||
| 8 W 126TH STREET SUITE OD3117 | NEW YORK | NY | 10027 | 2019-10-09 | $100,000 | SUPPORT FOR DIGITAL DIASPORA FAMILY REUNION LLC | $100,000 | NO | 1/13/2020, 12/11/2020 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| CULTURETRUST GREATER PHILADELPHIA | |||||||||||
| 1315 WALNUT STREET SUITE 320 | PHILADELPHIA | PA | 19107 | 2018-10-23 | $7,000 | SUPPORT FOR TRIBE OF FOOLS, INC. | $6,990 | NO | 12/31/2018, 1/28/2020, 2/18/2020, 3/31/2020, 2/22/2021 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| CULTURETRUST GREATER PHILADELPHIA | |||||||||||
| 1315 WALNUT STREET SUITE 320 | PHILADELPHIA | PA | 19107 | 2019-05-07 | $5,000 | SUPPORT FOR TRIBE OF FOOLS, INC. | $4,819 | NO | 1/28/2020, 2/18/2020, 3/31/2020, 3/2/2021 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| CULTURETRUST GREATER PHILADELPHIA | |||||||||||
| 1315 WALNUT STREET SUITE 320 | PHILADELPHIA | PA | 19107 | 2019-11-05 | $10,000 | SUPPORT FOR JUNIPER PRODUCTIONS | $10,000 | NO | 12/31/2019, 9/1/2020 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| CULTURETRUST GREATER PHILADELPHIA | |||||||||||
| 1315 WALNUT STREET SUITE 320 | PHILADELPHIA | PA | 19107 | 2019-11-05 | $7,000 | SUPPORT FOR TRIBE OF FOOLS, INC. | $1,969 | NO | 12/31/2019, 3/2/2021 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| EQUAL MEASURE | |||||||||||
| 520 WALNUT STREET SUITE 1450 | PHILADELPHIA | PA | 19106 | 2019-05-20 | $323,825 | SUPPORT FOR PUBLIC MEDIA FUTURES FORUM | $323,825 | NO | 1/31/2020, 7/27/2020 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| EQUAL MEASURE | |||||||||||
| 520 WALNUT STREET SUITE 1450 | PHILADELPHIA | PA | 19106 | 2020-04-30 | $250,000 | SUPPORT FOR PUBLIC MEDIA FUTURES FORUM | $250,000 | NO | 2/11/2021, 9/17/2021 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| EQUAL MEASURE | |||||||||||
| 520 WALNUT STREET SUITE 1450 | PHILADELPHIA | PA | 19106 | 2019-09-16 | $235,000 | SUPPORT FOR JAZZ PHILADELPHIA | $235,000 | NO | 6/17/2020, 9/16/2020 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| EQUAL MEASURE | |||||||||||
| 520 WALNUT STREET SUITE 1450 | PHILADELPHIA | PA | 19106 | 2020-06-25 | $150,000 | SUPPORT FOR JAZZ PHILADELPHIA | $131,180 | NO | 2/12/2021 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| FILMMAKERS COLLABORATIVE | |||||||||||
| 6 EASTMAN PLACE SUITE 202 | MELROSE | MA | 02176 | 2020-02-04 | $25,000 | SUPPORT FOR ACROSS THE PACIFIC | $25,000 | NO | 2/5/2021 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| FOUNDATIONS INC | |||||||||||
| 701 E GATE DRIVE SUITE 300 | MOUNT LAUREL | NJ | 08054 | 2020-06-05 | $10,000 | SUPPORT FOR CAMPAIGN FOR GRADE-LEVEL READING | $10,000 | NO | 1/29/2021 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| FRACTURED ATLAS INC | |||||||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | 2020-01-15 | $8,000 | SUPPORT FOR DIRECTORS GATHERING | $4,000 | NO | 1/23/2021 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| FRINGEARTS | |||||||||||
| 140 N COLUMBUS BLVD | PHILADELPHIA | PA | 19106 | 2018-04-10 | $16,000 | SUPPORT FOR ARTISTS U | $16,000 | NO | 2/27/2019, 2/19/2020, 3/11/2020, 1/12/2021 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| FUTURO MEDIA GROUP | |||||||||||
| 361 W 125TH STREET 6TH FLOOR | NEW YORK | NY | 10027 | 2019-04-01 | $50,000 | SUPPORT FOR UNLADYLIKE PRODUCTIONS, LLC | $50,000 | NO | 1/30/2020, 4/29/2020 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| GREATER PHILADELPHIA FILM OFFICE | |||||||||||
| 1515 ARCH STREET 11TH FLOOR | PHILADELPHIA | PA | 19102 | 2019-01-29 | $37,880 | SUPPORT FOR HISTORY MAKING PRODUCTIONS, LLC | $0 | NO | 2/21/2020, 4/30/2021 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| GREATER PHILADELPHIA FILM OFFICE | |||||||||||
| 1515 ARCH STREET 11TH FLOOR | PHILADELPHIA | PA | 19102 | 2020-10-16 | $25,000 | SUPPORT FOR HELL OR HIGH SEAS | $25,000 | NO | 1/14/2021 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| HEADLONG DANCE THEATER INC | |||||||||||
| 1170 S BROAD STREET | PHILADELPHIA | PA | 19146 | 2019-12-10 | $100,000 | SUPPORT FOR BEARDED LADIES CABARET | $50,000 | NO | 12/31/2019, 1/22/2021 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| HISTORIC ORGAN TRUST | |||||||||||
| 1717 ARCH STREET 14TH FLOOR 1430 | PHILADELPHIA | PA | 19103 | 2018-09-05 | $10,000 | SUPPORT FOR HISTORIC ORGAN RESTORATION AND PRESERVATION | $2,030 | NO | 9/30/2018, 6/4/2021 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| HISTORIC ORGAN TRUST | |||||||||||
| 1717 ARCH STREET 14TH FLOOR 1430 | PHILADELPHIA | PA | 19103 | 2017-06-09 | $35,000 | SUPPORT FOR HISTORIC ORGAN RESTORATION AND PRESERVATION | $22,177 | NO | 6/30/2018, 6/4/2021 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| MEDIA MOBILIZING PROJECT DBA MOVEMENT ALLIANCE PROJECT | |||||||||||
| 924 CHERRY STREET 5TH FLOOR | PHILADELPHIA | PA | 191072411 | 2020-10-08 | $25,000 | SUPPORT FOR SPONSORED PROJECTS | $25,000 | NO | 1/13/2021, 1/25/2021 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| NATIONAL EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION | |||||||||||
| PO BOX 50009 | COLUMBIA | SC | 29250 | 2018-04-10 | $152,175 | SUPPORT FOR PUBLIC MEDIA WOMEN IN LEADERSHIP | $151,966 | NO | 1/28/2019, 1/13/2020, 12/22/2020 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| NORTH AMERICAN SYRINGE EXCHANGE NETWORK | |||||||||||
| 535 DOCK STREET SUITE 113 | TACOMA | WA | 98402 | 2020-10-08 | $5,000 | SUPPORT FOR PROJECT SAFE | $5,000 | NO | 1/13/2021 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| NORTHWEST FILM FORUM | |||||||||||
| 1515 12TH AVENUE | SEATTLE | WA | 98122 | 2019-04-02 | $20,000 | SUPPORT FOR MEATBALL DOC LLC | $8,850 | NO | 2/14/2020, 2/7/2021 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| PAINTED BRIDE ART CENTER INC | |||||||||||
| 230 VINE STREET | PHILADELPHIA | PA | 19106 | 2020-06-13 | $250,000 | SUPPORT FOR BEARDED LADIES CABARET | $143,897 | NO | 1/22/2021 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| PAINTED BRIDE ART CENTER INC | |||||||||||
| 230 VINE STREET | PHILADELPHIA | PA | 19106 | 2018-10-23 | $20,000 | SUPPORT FOR REVOLUTION SHAKESPEARE | $20,000 | NO | 12/31/2018, 1/28/2020, 3/5/2020, 1/19/2021 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| SAMUEL S FLEISHER ART MEMORIAL INC | |||||||||||
| PO BOX 7646 | PHILADELPHIA | PA | 19101 | 2020-01-10 | $90,000 | SUPPORT FOR SPONSORED PROJECT | $90,000 | NO | 2/5/2021 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| SAN FRANCISCO FILM SOCIETY | |||||||||||
| 39 MESA STREET SUITE 110 THE | SAN FRANCISCO | CA | 94129 | 2018-01-19 | $15,000 | SUPPORT FOR TRACES OF THE TRADE | $15,000 | NO | 3/1/2019, 3/30/2020, 1/28/2021 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | PRESIDIO |
| VILLAGE OF ARTS AND HUMANITIES INC | |||||||||||
| 2544 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19133 | 2019-09-16 | $122,434 | SUPPORT FOR MING - MEDIA IN NEIGHBORHOODS GROUP | $91,991 | NO | 2/6/2020, 2/25/2021 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| VILLAGE OF ARTS AND HUMANITIES INC | |||||||||||
| 2544 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19133 | 2019-10-01 | $66,822 | SUPPORT FOR MING - MEDIA IN NEIGHBORHOODS GROUP | $18,686 | NO | 2/19/2020, 2/25/2021 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| WOMEN MAKE MOVIES INC | |||||||||||
| 115 W 29TH STREET SUITE 1200 | NEW YORK | NY | 10001 | 2018-11-19 | $10,000 | SUPPORT FOR SISTERS | $10,000 | NO | 1/28/2019, 11/12/2019, 3/2/2021 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
| WOMEN MAKE MOVIES INC | |||||||||||
| 115 W 29TH STREET SUITE 1200 | NEW YORK | NY | 10001 | 2020-02-14 | $15,000 | SUPPORT FOR SPONSORED PROJECT | $15,000 | NO | 1/19/2021 | THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE SO NO INDEPENDENT VERIFICATION OF THE REPORT WAS REQUIRED OR MADE. | |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INTERMEDIATE TERM FUND, 2,270,159.644 SH | $23,768,571 | $23,768,571 |
| VANGUARD SHORT-TERM INVESTMENT GRADE FUND, 1,003,517.019 SH | $11,068,793 | $11,068,793 |
| VANGUARD TOTAL BOND MARKET INDEX FUND, 5,864,195.017 SH | $68,141,946 | $68,141,946 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (56 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABERDEEN EMERGING MARKETS INSTITUTIONAL FUND, 488,397.365 SH | $9,924,235 | $9,924,235 |
| ACUSHNET HOLDINGS CORP, 8,837 SH | $358,252 | $358,252 |
| ADOBE INC, 5,544 SH | $2,772,665 | $2,772,665 |
| ALIGN TECHNOLOGY INC, 5,682 SH | $3,036,347 | $3,036,347 |
| AMAZON3.COM INC, 779 SH | $2,537,148 | $2,537,148 |
| AMERICAN TOWER CORP, 11,569 SH | $2,596,778 | $2,596,778 |
| APTARGROUP INC, 1,008 SH | $137,985 | $137,985 |
| ARTISAN PARTNERS ASSET MANAGEMENT, 4,440 SH | $223,510 | $223,510 |
| ASPEN TECHNOLOGY INC, 3,127 SH | $407,292 | $407,292 |
| ATRION CORP, 223 SH | $143,220 | $143,220 |
| AUTOHOME INC, 6,064 SH | $604,096 | $604,096 |
| BRANDES EMERGING MARKETS VALUE FUND, 825,037.8 SH | $7,136,577 | $7,136,577 |
| CHIPOTLE MEXICAN GRILL INC, 1,380 SH | $1,913,660 | $1,913,660 |
| CME GROUP INC, 11,088 SH | $2,018,570 | $2,018,570 |
| DANAHER CORP, 10,342 SH | $2,297,372 | $2,297,372 |
| DONALDSON CO INC, 2,559 SH | $142,997 | $142,997 |
| DRIL-QUIP INC, 4,234 SH | $125,411 | $125,411 |
| EMCOR GROUP INC, 4,519 SH | $413,308 | $413,308 |
| EQUINIX INC, 3,654 SH | $2,609,614 | $2,609,614 |
| ESTEE LAUDER COMPANIES INC, 10,661 SH | $2,837,852 | $2,837,852 |
| FACEBOOK INC, 11,583 SH | $3,164,012 | $3,164,012 |
| FACTSET RESH SYS INC, 932 SH | $309,890 | $309,890 |
| FIRST HAWAIIAN INC, 18,630 SH | $439,295 | $439,295 |
| FTI CONSULTING INC, 3,504 SH | $391,468 | $391,468 |
| GRACO INC, 6,297 SH | $455,588 | $455,588 |
| HENRY JACK & ASSOC INC, 1,150 SH | $186,289 | $186,289 |
| HIS MARKIT LTD, 23,504 SH | $2,111,364 | $2,111,364 |
| ILLIMINA INC, 8,511 SH | $3,149,070 | $3,149,070 |
| INTUIT, 7,586 SH | $2,881,542 | $2,881,542 |
| INTUITIVE SURGICAL INC, 3,910 SH | $3,198,771 | $3,198,771 |
| MANHATTAN ASSOCIATES INC, 3,276 SH | $344,570 | $344,570 |
| MICROSOFT CORP, 11,640 SH | $2,588,969 | $2,588,969 |
| MOELIS & CO, 5,830 SH | $272,611 | $272,611 |
| NETFLIX INC, 3,643 SH | $1,969,879 | $1,969,879 |
| NIKE INC, 18,567 SH | $2,626,673 | $2,626,673 |
| NVIDIA CORP, 6,169 SH | $3,221,452 | $3,221,452 |
| PAYPAL HOLDINGS INC, 17,361 SH | $4,065,946 | $4,065,946 |
| POOL CORPORATION, 1,511 SH | $562,848 | $562,848 |
| PRICESMART INC, 2,478 SH | $225,721 | $225,721 |
| PRIMARICA INC, 3,308 SH | $443,040 | $443,040 |
| RBC BEARINGS INC, 1,349 SH | $241,525 | $241,525 |
| RIGHTMOVE PLC, 25,987 SH | $465,167 | $465,167 |
| RLI CORP COM, 2,270 SH | $236,420 | $236,420 |
| S&P GLOBAL INC, 6,852 SH | $2,252,458 | $2,252,458 |
| SALESFORCE.COM INC, 786 SH | $174,909 | $174,909 |
| SIMPSON MFG INC, 3,432 SH | $320,720 | $320,720 |
| SNAP INC, 76,027 SH | $3,806,672 | $3,806,672 |
| TELEDYNE TECHNOLOGIES INC, 1,746 SH | $684,397 | $684,397 |
| TORO CO, 4,181 SH | $396,526 | $396,526 |
| VANGUARD EXTENDED MARKET INDEX FUND, 224,228.433 SH | $27,970,255 | $27,970,255 |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND, 899,611.749 SH | $66,535,285 | $66,535,285 |
| VANGUARD INTERNATIONAL GROWTH FUND, 152,439.024 SH | $24,434,451 | $24,434,451 |
| VANGUARD REAL ESTATE INDEX FUND | $24,778,817 | $24,778,817 |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND, 685,217.365 SH | $88,954,918 | $88,954,918 |
| VISA INC, 16,502 SH | $3,609,482 | $3,609,482 |
| WATTS WATER TECHNOLOGIES INC, 2,742 SH | $333,701 | $333,701 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (44 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACON LATIN AMERICA OPPORTUNITIES IV LP | FMV | $5,021,076 | $5,021,076 |
| ACON LATIN AMERICAN OPPORTUNITIES FUND | FMV | $648,670 | $648,670 |
| AG REALTY FUND VIII LP | FMV | $1,251,213 | $1,251,213 |
| APOLLO NATURAL RESOURCES PARTNERS II LP | FMV | $2,470,624 | $2,470,624 |
| ARROWMARK GLOBAL OPPORTUNITY FUND II | FMV | $4,724,207 | $4,724,207 |
| ARROWMARK GLOBAL OPPORTUNITY FUND III | FMV | $5,067,911 | $5,067,911 |
| ASM CONNAUGHT HOUSE FUND LP | FMV | $4,670,746 | $4,670,746 |
| ATLAS INSTITUTIONAL FUND LTD OFFSHORE | FMV | $16,783,823 | $16,783,823 |
| BLACKSTONE REAL ESTATE SPECIAL SITUATIONS FUND II | FMV | $81,059 | $81,059 |
| BLUE VISTA REAL ESTATE PARTNERS IV (TAX-EXEMPT) LP | FMV | $4,399,373 | $4,399,373 |
| BLUE VISTA REAL ESTATE PARTNERS V LP | FMV | $1,771,131 | $1,771,131 |
| CERBERUS GLOVAL NPL FEEDER FUND LP | FMV | $2,196,908 | $2,196,908 |
| CIP VI INSTITUTIOANL FEEDER LP | FMV | $5,355,089 | $5,355,089 |
| ENERGY CAPITAL PARTNERS III-B LP | FMV | $3,617,618 | $3,617,618 |
| ENERGY CAPITAL PARTNERS MEZZANINE OPPORTUNITIES FUND OFFSHORE LP | FMV | $888,782 | $888,782 |
| FRANCISCO PARTNERS IV-A | FMV | $7,505,327 | $7,505,327 |
| FRANCISCO PARTNERS V-B LP | FMV | $1,926,915 | $1,926,915 |
| GLOBAL TIMBER INVESTORS 10 | FMV | $3,347,940 | $3,347,940 |
| HARBERT EUROPEAN REAL ESTATE FUND V (SCOTLAND) LP | FMV | $1,169,705 | $1,169,705 |
| INDUSTRY VENTURES PARTNERSHIP HOLDINGS V LP | FMV | $2,366,690 | $2,366,690 |
| INSTITUTIONAL VENTURE PARTNERS XIV LP | FMV | $3,126,404 | $3,126,404 |
| INSTITUTIONAL VENTURE PARTNERS XV LP | FMV | $4,691,637 | $4,691,637 |
| INSTITUTIONAL VENTURE PARTNERS XVI LP | FMV | $2,712,257 | $2,712,257 |
| KNIGHTHEAD OFFSHORE FUND LTD | FMV | $15,933,664 | $15,933,664 |
| LEXINGTON PARTNERS VII OFFSHORE LP | FMV | $912,874 | $912,874 |
| LONE STAR FUND VIII (US) LP | FMV | $547,669 | $547,669 |
| LONE STAR REAL ESTATE FUND II (US) LP | FMV | $128,296 | $128,296 |
| LYME FOREST FUND IV TE LP | FMV | $4,779,871 | $4,779,871 |
| LYME FOREST FUND V FB TAX-EXEMPT LP | FMV | $4,151,569 | $4,151,569 |
| NGP NATURAL RESOURCES XI LP | FMV | $3,213,090 | $3,213,090 |
| NORTHERN SHIPPING FUND III LP | FMV | $3,015,030 | $3,015,030 |
| OAK HILL ADVISORS EUROPEAN STRAGETIC CREDIT FUND (OFFSHORE) LP | FMV | $407,762 | $407,762 |
| OCTAGON CLO OPPORTUNITY FUND III LP | FMV | $4,024,478 | $4,024,478 |
| ORBIMED ASIA PARTNERS III LP | FMV | $5,921,649 | $5,921,649 |
| ORBIMED ASIA PARTNERS IV LP | FMV | $1,353,816 | $1,353,816 |
| ORBIMED ISRAEL PARTNERS II | FMV | $3,598,498 | $3,598,498 |
| PARTNERS GROUP REAL ESTATE SECONDARY 2017 (CLASS P) LP | FMV | $2,490,507 | $2,490,507 |
| PG REAL ESTATE SECONDARY 2013 (USD) P LP | FMV | $3,395,272 | $3,395,272 |
| ROSE GROVE OFFSHORE FUND I LTD | FMV | $14,880,050 | $14,880,050 |
| RRG SUSTAINABLE WATER IMPACT FD-B LP | FMV | $751,937 | $751,937 |
| STERLING INVESTMENT PARTNERS III LP | FMV | $4,459,649 | $4,459,649 |
| STRATEGIC VALUE PARTNERS OFFSHORE | FMV | $10,661,958 | $10,661,958 |
| VARDE EUROPEAN REAL ESTATE FEEDER FUND LP | FMV | $1,393,497 | $1,393,497 |
| WCP REAL ESTATE FUND III LP | FMV | $1,971,167 | $1,971,167 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $11,181 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,181 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (38 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $243,437 | $73,031 | $170,487 |
| TELEPHONE | $5,685 | $1,706 | $3,979 |
| CONSULTING FEES | $199,672 | $199,672 | $0 |
| INSURANCE | $36,243 | $0 | $36,243 |
| TECHNOLOGY | $43,369 | $0 | $43,369 |
| LP 98-0622302 | $0 | $9,065 | $0 |
| LP 98-1129300 | $0 | $82,556 | $0 |
| LP 27-2996434 | $0 | $9,506 | $0 |
| LP 83-2747305 | $0 | $9,027 | $0 |
| LP 81-4909586 | $0 | $5,219 | $0 |
| LP 38-3953815 | $0 | $77,376 | $0 |
| LP 98-1151606 | $0 | $16,155 | $0 |
| LP 32-0454714 | $0 | $73,983 | $0 |
| LP 82-4981697 | $0 | $80,506 | $0 |
| LP 45-2559794 | $0 | $3,460 | $0 |
| LLC 84-3816865 | $0 | $3,735 | $0 |
| LP 98-1246405 | $0 | $34,367 | $0 |
| LP 38-3913015 | $0 | $57,200 | $0 |
| LP 98-1184819 | $0 | $38,312 | $0 |
| LP 98-1385841 | $0 | $46,735 | $0 |
| LP 82-4774625 | $0 | $119,590 | $0 |
| LP 80-0825725 | $0 | $71,608 | $0 |
| LP 47-3115185 | $0 | $75,469 | $0 |
| LP 82-2196904 | $0 | $52,395 | $0 |
| LP 30-0567961 | $0 | $716 | $0 |
| LP 99-0384770 | $0 | $3,024 | $0 |
| LP 47-1245315 | $0 | $19,615 | $0 |
| LP 98-1325964 | $0 | $104,603 | $0 |
| LP 84-3786860 | $0 | $110,070 | $0 |
| LP 98-1281526 | $0 | $106,428 | $0 |
| LP 46-4098482 | $0 | $39 | $0 |
| LP 82-1236151 | $0 | $84,447 | $0 |
| LP 46-1712320 | $0 | $23,135 | $0 |
| LP 84-3971737 | $0 | $4,955 | $0 |
| LP 47-5189160 | $0 | $46,839 | $0 |
| LP 82-4015782 | $0 | $45,036 | $0 |
| LP 27-4591086 | $0 | $5,938 | $0 |
| LP 98-1465687 | $0 | $165,024 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (24 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| LP 98-1129300 | $0 | -$1,719 | $0 |
| LP 27-2996434 | $0 | -$39,489 | $0 |
| LP 83-2747305 | $0 | $2,793 | $0 |
| LP 81-4909586 | $0 | -$2,745 | $0 |
| LP 98-1151606 | $0 | $174,778 | $0 |
| LP 26-4482685 | $0 | $13,417 | $0 |
| LLC 84-3816865 | $0 | $9,717 | $0 |
| LP 98-1246405 | $0 | $21,109 | $0 |
| LP 38-3913015 | $0 | $54 | $0 |
| LP 98-1385841 | $0 | $54 | $0 |
| LP 82-4774625 | $0 | $3 | $0 |
| LP 30-0567961 | $0 | -$70 | $0 |
| LP 99-0384770 | $0 | -$1,324 | $0 |
| LP 47-1245315 | $0 | $420,796 | $0 |
| LP 47-5233583 | $0 | $174,662 | $0 |
| LP 98-1325964 | $0 | -$302 | $0 |
| LP 98-1281526 | $0 | $207 | $0 |
| LP 46-4098482 | $0 | -$55,352 | $0 |
| LP 82-1236151 | $0 | -$116,042 | $0 |
| LP 47-5189160 | $0 | -$47,829 | $0 |
| LP 27-4591086 | $0 | -$59,257 | $0 |
| LESS, UBI | $0 | -$48,407 | $0 |
| GRANT RECOVERY | $12,000 | $12,000 | |
| LEGAL SETTLEMENTS AND REFUNDS | $13,871 | $13,871 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $57,901,433 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITIES | Desc |
| BOY Book Value | $675,870 | BOYBookValueAmt |
| EOY Book Value | $1,800,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $930,179 | Amt |
| Net Investment Income | $930,179 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $126 | $126 | $0 |
| FEDERAL EXCISE TAXES | $1,824,167 | $0 | $0 |
| UNRELATED BUSINESS INCOME TAXES | $26,075 | $0 | $0 |
| LP 82-4774625 | $0 | $75 | $0 |
| LP 98-1325964 | $0 | $246 | $0 |
| LP 46-4098482 | $0 | $313 | $0 |
| LP 82-1236151 | $0 | $2,033 | $0 |