JOHN A HARTFORD FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOHN A HARTFORD FOUNDATION (EIN 13-1667057)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-11
- IRS object ID
- 202132849349100113
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets 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 | 2021-10-11T09:36:11-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132060851 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Owen J Flanagan & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 East 42nd Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | 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 | 131667057 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN A HARTFORD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2128327788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 59TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EVA CHENG | PersonNm |
| Person Title | CFO & TREASURER | PersonTitleTxt |
| Phone | 2128327788 | PhoneNum |
| Signature | 2021-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EVA | PersonFirstNm |
| Person Last | CHENG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Sunkel | PreparerPersonNm |
| PTIN | P00706145 | PTIN |
| Phone | 2126822783 | PhoneNum |
| Preparation | 2021-10-06 | PreparationDt |
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 | $644,120,058 | 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 | $63,465 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $63,465 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,817,962 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,850,082 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,630,788 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $91,321,368 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,631,275 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $89,997 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $23,602,212 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,544,822 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,379,370 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $117,571 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,261,799 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,595,330 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $43,430 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,551,900 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,164,644 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $64,208 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $995,675 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,991 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,991 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,067,822 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,901,758 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $156,896 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $298,184 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $48,514 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $201,558 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $9,070 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $193,250 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $113,706 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $8,153 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $74,490 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $60,082 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $60,082 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,399,529 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,472 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,416,640 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,370,730 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,177,162 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,734,223 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,762,731 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,384,453 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,133,461 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,177,162 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,118,676 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,531,249 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,367,660 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,790,746 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,578,813 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,578,813 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $121,829 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $70,576 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $70,576 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $10,713,501 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,860,866 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,860,866 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $211,716,599 | CorporateStockBOYAmt |
| Corporate Stock EOY | $213,904,971 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $213,904,971 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $99,315,963 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $94,416,035 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $94,416,035 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $263,002,892 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $312,030,717 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $312,030,717 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,337,563 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,110,382 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $222,860 | LandBOYAmt |
| Land EOY | $227,181 | LandEOYAmt |
| Land EOYFMV | $227,181 | LandEOYFMVAmt |
| Other Assets BOY | $203,727 | OtherAssetsBOYAmt |
| Other Assets EOY | $30,899 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $30,899 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $603,088,117 | TotalAssetsBOYAmt |
| Total Assets EOY | $644,120,058 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $644,120,058 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $655,378 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $735,569 | AccountsPayableEOYAmt |
| Grants Payable BOY | $28,063,617 | GrantsPayableBOYAmt |
| Grants Payable EOY | $23,378,188 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $2,030,607 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,740,536 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $30,749,602 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,854,293 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $572,338,515 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $617,265,765 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $572,338,515 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $617,265,765 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $603,088,117 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $644,120,058 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $572,338,515 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,531,249 | ExcessRevenueOverExpensesAmt |
| Other Increases | $46,458,499 | OtherIncreasesAmt |
| Subtotal | $617,265,765 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $617,265,765 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| STOCK AND COMMINGLED FUNDS | P | $81,756,909 | $65,848,175 | $15,908,734 | $15,908,734 |
| FIXED INCOME FUNDS | P | $8,154,956 | $7,842,405 | $312,551 | $312,551 |
| PRIVATE EQUITY AND CREDIT FUNDS | P | $1,081,036 | $1,081,036 | $1,081,036 | |
| PRIVATE REAL ESTATE FUNDS | P | $321,420 | $321,420 | $321,420 | |
| OTHER CLASS ACTION | P | $7,047 | $7,047 | $7,047 | |
| SUBJECT TO UBIT | P | $487 | $487 | $487 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,631,275 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $297,010 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $297,010 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $297,010 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $241,686 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $135,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $376,686 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $79,676 | OverpaymentAmt |
| Applied To ES Tax | $79,676 | 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 | Yes (1) | 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 | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JOHNAHARTFORD.ORG | WebsiteAddressTxt |
| Individual With Books | EVA CHENG | IndividualWithBooksNm |
| Phone | 2128327788 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 59TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 | 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 (16 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN H ALLEN | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.60 | $15,500 | $0 | $0 |
| HUA EVA CHENG | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | VICE PRES, FINANCE & CFO | 40.00 | $242,800 | $83,558 | $0 |
| TERESA T FULMER | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | PRESIDENT | 40.00 | $596,220 | $81,488 | $0 |
| CHRISTOPHER TH PELL | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | VICE CHAIR (THRU JUNE 2020) | 1.60 | $8,000 | $0 | $0 |
| JENNIFER PHILLIPS | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | CORPORATE SECRETARY & EXEC | 40.00 | $105,900 | $44,458 | $0 |
| MARGARET L WOLFF | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | CHAIR | 3.00 | $16,000 | $0 | $0 |
| NIRAV R SHAH | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.40 | $14,000 | $0 | $0 |
| LIAM DONOHUE | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.30 | $14,000 | $0 | $0 |
| AUDREY A MCNIFF | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.30 | $14,000 | $0 | $0 |
| JOHN R MACH JR MD | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.80 | $16,000 | $0 | $0 |
| ELIZABETH A PALMER | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.60 | $16,000 | $0 | $0 |
| EARL A SAMSON III | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | VICE CHAIR | 1.80 | $16,000 | $0 | $0 |
| CHARLES M FARKAS | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.30 | $14,000 | $0 | $0 |
| RANI E SNYDER | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | VICE PRESIDENT, PROGRAM | 40.00 | $266,450 | $86,790 | $0 |
| DAVID DI MARTINO | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.30 | $14,000 | $0 | $0 |
| TRIPLER PELL | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | TRUSTEE | 1.30 | $10,500 | $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 |
|---|---|---|---|---|---|---|---|---|
| MARCUS ESCOBEDO | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | VP COMM, SR PROGRAM | 40.00 | $189,700 | $60,540 | $0 |
| AMY BERMAN | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | SENIOR PROGRAM OFFIC | 40.00 | $200,500 | $46,053 | $0 |
| JANE CARMODY | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | PROGRAM OFFICER | 40.00 | $167,200 | $64,468 | $0 |
| NANCY WEXLER | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | PROGRAM OFFICER | 40.00 | $175,100 | $54,969 | $0 |
| MARK BARREIRO | ||||||||
| 55 E 59TH STREET | NY | NY | 10022 | SENIOR GRANTS OFFICE | 40.00 | $133,950 | $36,542 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 6 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS & COMPANY | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | INVESTMENT ADVISOR & MANAGERS | $1,533,695 |
| NON-US EQUITY MANAGERS PORTFOLIO 4 | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | INVESTMENT MANAGER | $249,047 |
| CANTILLON CAPITAL MANAGEMENT | |||||
| 499 PARK AVE 9TH FL | NEW YORK | NY | 10022 | INVESTMENT MANAGER | $213,027 |
| EAGLE DYNAMIC | |||||
| 499 PARK AVE 17TH FL | NEW YORK | NY | 10022 | INVESTMENT MANAGER | $199,104 |
| MCDONALD DYNAMIC EQUITY | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | INVESTMENT MANAGER | $183,655 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 29 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | AGING AND HEALTH - COMMUNICATION & DISSEMINATION INITIATIVE RENEWAL | Description1Txt |
| Expenses1 | $1,014,386 | Expenses1Amt |
| Description2 | AGING AND HEALTH MEETINGS - TO IDENTIFY COMMON INTERESTS AND ISSUES AMONG GRANTEES | Description2Txt |
| Expenses2 | $100,200 | 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 | $573,115,275 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $573,115,275 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $573,115,275 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,596,729 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $564,518,546 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,225,927 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,225,927 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $297,010 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $297,010 | TotalTaxAmt |
| Distributable Before Adj | $27,928,917 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $26,289 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,955,206 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,955,206 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,118,676 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $52,835 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $27,171,511 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $27,171,511 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,955,206 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $23,942,820 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,171,511 | QualifyingDistributionsAmt |
| Applied To Year1 | $23,942,820 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,228,691 | 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 | $24,726,515 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PRESIDENT THE JOHN A HARTFORD FOUND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 59TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128327788 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE MAILED TO THE PRESIDENT OF THE FOUNDATION AT THE ABOVE ADDRESS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ONLY TO EXEMPT ORGANIZATIONS UNDER 501 (C)(3) OF THE IRS CODE, AND THAT ARE NOT PRIVATE FOUNDATIONS WITHIN THE MEANING OF SECTION 509 (A) OR A STATE OR POLITICAL SUBDIVISION THEREOF. NO GRANTS TO INDIVIDUALS. OUR PROGRAMMATIC AREAS OF EMPHASIS INCLUDE AGE-FRIENDLY HEALTH SYSTEM, FAMILY CAREGIVER SUPPORT AND SERIOUS ILLNESS/END OF LIFE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| American Geriatrics Society Inc | |||||||
| 40 Fulton Street 18th Floor | New York | NY | 10038 | PC | Catalyzing Emergency Department Enhancements for Older Adults: Geriatric Emergency Department Collaborative (GEDC 2.0), Phase 2 | $264,122 | |
| Case Western Reserve University | |||||||
| 10900 Euclid Avenue | Cleveland | OH | 441067015 | PC | Age-Friendly Health Systems: Ambulatory Care Continuum Implementation | $940,350 | |
| Center for Health Care Strategies Inc | |||||||
| 200 American Metro Boulevard | Hamilton | NJ | 08619 | PC | Development of the Better Care Playbook, Phase V | $101,742 | Suite119 |
| Education Development Center Inc | |||||||
| 43 Foundry Avenue | Waltham | MA | 02458 | PC | National Collaboratory to Address Elder Mistreatment | $447,191 | |
| Emergency Medicine Foundation | |||||||
| 4950 West Royal Lane | Irving | TX | 750632524 | PC | Catalyzing Emergency Department Enhancements for Older Adults: Geriatric Emergency Department Accreditation (GEDA) | $204,612 | |
| Emergency Medicine Foundation | |||||||
| 4950 West Royal Lane | Irving | TX | 750632524 | PC | Geriatrics Emergency Department Accreditation: Expansion Phase II | $261,149 | |
| FrameWorks Institute | |||||||
| 1333 H Street NW Suite 700 West | Washington | DC | 20005 | PC | Skilled, Long Term Framing: Building Capacity to Communicate about Nursing Homes | $499,883 | |
| Health Research and Educational Trust | |||||||
| 155 North Wacker Suite 400 | Chicago | IL | 60606 | PC | Next Generation Leaders Transformation Institute: 1) Developing Age-Friendly Health Systems Leadership; 2) Transforming HRETs HIIN Hospitals to Become More Age-Friendly | $6,015 | |
| Hebrew Home for the Aged at Riverdale Foundation | |||||||
| 5901 Palisade Avenue | Riverdale | NY | 10471 | PC | Evaluation of the Weinberg Center for Elder Justices Shelter Model | $175,000 | |
| Icahn School of Medicine at Mount Sinai | |||||||
| One Gustave L Levy Place | New York | NY | 10029 | PC | Scaling and Dissemination of Hospital at Home | $962,909 | |
| Icahn School of Medicine at Mount Sinai | |||||||
| One Gustave L Levy Place | New York | NY | 10029 | PC | Scaling and Dissemination of Hospital at Home in the Time of COVID-19 and Beyond | $553,564 | |
| Institute for Healthcare Improvement | |||||||
| 53 State Street 19th Floor | Boston | MA | 02109 | PC | COVID-19 Rapid Response Network for Nursing Homes | $299,010 | |
| Institute for Healthcare Improvement | |||||||
| 53 State Street 19th Floor | Boston | MA | 02109 | PC | Age-Friendly Health Systems Initiative, Phase II | $709,143 | |
| Institute for Healthcare Improvement | |||||||
| 53 State Street 19th Floor | Boston | MA | 02109 | PC | Age-Friendly Health Systems Initiative, Phase II | $677,028 | |
| Milken Institute | |||||||
| 1250 Fourth Street 2nd Floor | Santa Monica | CA | 90401 | PC | Alliance to Improve Dementia Care | $100,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | The Quality of Care in Nursing Homes: Getting Ahead of the Crises | $654,545 | |
| National Association of Area Agencies on Aging Inc | |||||||
| 1100 New Jersey Avenue SE Suite 350 | Washington | DC | 20003 | PC | Aging and Disability Business Institute, Phase 2: Advancing Integration, Partnerships and Payment Models Between Social Services and Health Systems | $925,244 | |
| National Committee for Quality Assurance | |||||||
| 1100 13th Street NW 3rd Floor | Washington | DC | 20005 | PC | Demonstration of Person-Driven Outcome Measures for an Age-Friendly Health System | $482,166 | |
| National PACE Association | |||||||
| 675 North Washington Street | Alexandria | VA | 22314 | PC | PACE 2.0 Growth Strategy Implementation | $214,584 | |
| Regents of the University of California San Francisco | |||||||
| 550 16th Street 7th Floor | San Francisco | CA | 94143 | PC | Implementation, Scaling and Impact of the 4Ms in an IT-enabled Health Care System | $456,506 | |
| Research Foundation for Mental Hygiene Inc | |||||||
| Riverview Center | Menands | NY | 12204 | PC | Health and Aging Policy Fellows Program | $604,434 | |
| Trust for America's Health | |||||||
| 1730 M Street NW Suite 900 | Washington | DC | 20036 | PC | Expanding Age-Friendly Public Health Systems, Phase II | $990,163 | |
| Yale University | |||||||
| PO Box 208229 | New Haven | CT | 065208229 | PC | Patient Priorities Care: Dissemination and Scaling | $750,042 | |
| Benjamin Rose Institute on Aging | |||||||
| 11890 Fairhill Road | Cleveland | OH | 44120 | PC | Dissemination of Best Practice Caregiving: Guiding Organizations to Dementia Programs for Family Caregivers | $167,055 | |
| Center for Health Care Strategies Inc | |||||||
| 200 American Metro Boulevard | Hamilton | NJ | 08619 | PC | Helping States Support Family Caregivers Caring for an Aging America, Phase II | $280,540 | Suite119 |
| Center for Health Policy DevelopmentNational Academy State Health Policy | |||||||
| 2 Monument Square Suite 910 | Portland | ME | 20036 | PC | The RAISE Act Family Caregiver Resource and Dissemination Center | $848,020 | |
| Diverse Elders Coalition (Fiscal Sponsor SAGE) | |||||||
| 305 Seventh Avenue 15th Floor | New York | NY | 10001 | PC | Addressing Unmet Family Caregiving Needs in Diverse Older Communities | $607,468 | |
| Johns Hopkins University | |||||||
| School of Medicine | Baltimore | MD | 21231 | PC | Engaging Family Caregivers through Shared Access to the Electronic Health Record: Planning for Transformational Change | $227,665 | |
| University of California Los Angeles | |||||||
| 10920 Wilshire Boulevard 5th Floor | Los Angeles | CA | 900246502 | PC | Dissemination of the UCLA Alzheimers and Dementia Care Program | $529,034 | |
| Rush University Medical Center | |||||||
| 1201 W Harrison St Suite 300 | Chicago | IL | 60607 | PC | A Model for Caregiver Health and Wellness in Age-Friendly Health Systems, Planning Grant | $325,302 | |
| Center for Health Policy DevelopmentNational Academy State Health Policy | |||||||
| 2 Monument Square Suite 910 | Portland | ME | 20036 | PC | Supporting the Continuum of Palliative Care: A Resource Hub for State Policymakers | $19,276 | |
| Center for Health Policy DevelopmentNational Academy State Health Policy | |||||||
| 2 Monument Square Suite 910 | Portland | ME | 20036 | PC | Expanding and Sustaining the Continuum of Care: A Resource Hub for State Policymakers | $287,949 | |
| Icahn School of Medicine at Mount Sinai | |||||||
| One Gustave L Levy Place | New York | NY | 10029 | PC | The Center to Advance Palliative Care (CAPC): Improving Access to Quality Palliative Care | $666,374 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | Roundtable on Quality Care for People with Serious Illness, Phase II | $83,334 | |
| Twin Cities Public Television Inc | |||||||
| 172 East 4th Street | Saint Paul | MN | 551011400 | PC | Television Documentary Production and Distribution: "Fast Forward" | $19,200 | |
| Twin Cities Public Television Inc | |||||||
| 172 East 4th Street | Saint Paul | MN | 551011400 | PC | Project Title Television Documentary Fast-Forward Outreach and Impact | $356,700 | |
| University of Washington | |||||||
| Grant and Contract Services | Seattle | WA | 981046613 | PC | Building Public Engagement and Access to Palliative & End-of-Life Care for Persons Living with Serious Illness | $319,146 | |
| University of Washington | |||||||
| Grant and Contract Services | Seattle | WA | 981046613 | PC | Building Public Engagement and Access to Palliative & End-of-Life Care for Persons Living with Serious Illness | $1,200,537 | |
| Center for Medicare Advocacy Inc | |||||||
| PO Box 350 | Willimantic | CT | 06226 | PC | Strengthening Policy to Support Older Adults and Their Caregivers: General Operating Support | $200,000 | |
| Community Catalyst Inc | |||||||
| One Federal Street Floor 5 | Boston | MA | 02110 | PC | Strengthening Policy to Support Older Adults and Their Caregivers: General Operating Support | $200,000 | |
| Grantmakers In Aging | |||||||
| C/O CliftonLarsonAllen LLP | Arlington | VA | 22203 | PC | Core Support Renewal | $40,389 | |
| Grantmakers In Aging | |||||||
| C/O CliftonLarsonAllen LLP | Arlington | VA | 22203 | PC | Core Support Renewal: Developing the Lens in Philanthropy and Beyond | $154,110 | |
| Justice in Aging | |||||||
| 1330 Broadway Suite 525 | Oakland | CA | 94612 | PC | Strengthening Policy to Support Older Adults and Their Caregivers: General Operating Support | $200,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | Healthy Longevity Global Competition | $150,000 | |
| Paraprofessional Healthcare Institute Inc | |||||||
| 400 East Fordham Road 11th Floor | Bronx | NY | 10458 | PC | Strengthening Policy to Support Older Adults and Their Caregivers: General Operating Support | $200,000 | |
| Gerontological Society of America | |||||||
| 1220 L Street NW Suite 901 | Washington | DC | 20005 | PC | Sustaining the Reframing Aging Initiative | $200,000 | |
| Henry J Kaiser Family Foundation | |||||||
| 185 Berry Street Suite 2000 | San Francisco | CA | 94107 | PC | Highlighting Aging & Health: The Older Adult Reporting Project | $855,616 | |
| Project HOPE - The People-to-People Health Foundation Inc | |||||||
| 7500 Old Georgetown Road Suite 600 | Bethesda | MD | 20814 | PC | Publishing and Disseminating Lessons on Innovations in Health Care to Support Age-Friendly Health | $270,538 | |
| American College of Surgeons | |||||||
| 633 N Saint Clair Street | Chicago | IL | 60611 | PC | Geriatric Surgery Verification and Quality Improvement Program | $210,014 | |
| American Federation for Aging Research Inc | |||||||
| 55 West 39th Street 16th Floor | New York | NY | 10018 | PC | Paul B. Beeson Career Development Awards in Aging Research Partnership Renewal | $227,117 | |
| Wake Forest University Health Sciences | |||||||
| School of Medicine | WinstonSalem | NC | 271571052 | PC | Integrating Geriatrics into the Specialties of Internal Medicine Renewal:Capitalizing on Forward Momentum | $8,250 | |
| Age Friendly Foundation Inc | |||||||
| 204 2nd Avenue | Waltham | MA | 02451 | PC | 2020 Revolutionize Conference | $15,000 | |
| Age Friendly Foundation Inc | |||||||
| 204 2nd Avenue | Waltham | MA | 02451 | PC | Bradesco Longevity Forum | $5,000 | |
| Age Friendly Foundation Inc | |||||||
| 204 2nd Avenue | Waltham | MA | 02451 | PC | Building a Coordinated Age-Friendly Ecosystem: A Working Discussion Conference - Supplement Other Conference-related Efforts | $12,150 | |
| Brandeis University | |||||||
| 415 South Street MS 085 | Waltham | MA | 02453 | PC | Council on Health Care Economics and Policy, 2020 Princeton Conference | $20,000 | |
| Camden Coalition of Healthcare Providers | |||||||
| 800 Cooper Street 8th Floor | Camden | NJ | 08102 | PC | Putting Care at the Center Conference | $3,000 | |
| Education Development Center Inc | |||||||
| 43 Foundry Avenue | Waltham | MA | 02458 | PC | Age-Friendly Ecosystem Convening Consultation | $7,034 | |
| Gerontological Society of America | |||||||
| 1220 L Street NW Suite 901 | Washington | DC | 20005 | PC | Sponsorship of a COVID-19 Winter Issue of Public Policy & Aging Report | $1,500 | |
| Gerontological Society of America | |||||||
| 1220 L Street NW Suite 901 | Washington | DC | 20005 | PC | 2020 Annual Scientific Meeting Online | $15,000 | |
| Grantmakers In Aging | |||||||
| C/O CliftonLarsonAllen LLP | Arlington | VA | 22203 | PC | Annual Conference | $25,000 | |
| Hebrew Home for the Aged at Riverdale Foundation | |||||||
| 5901 Palisade Avenue | Riverdale | NY | 10471 | PC | The Art of Aging 103rd Annual Gala | $14,000 | |
| Medicare Rights Center Inc | |||||||
| 266 West 37th Street 3rd Floor | New York | NY | 10018 | PC | Annual Awards Virtual Event | $1,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | Aging, Disability and Independence Forum | $25,000 | |
| New York Academy of Medicine | |||||||
| 1216 Fifth Avenue | New York | NY | 100295293 | PC | Annual Fund | $10,000 | |
| New York University | |||||||
| 70 Washington Square South | New York | NY | 10010 | PC | NICHE Conference Bronze Sponsorship | $10,000 | |
| United Hospital Fund of New York | |||||||
| 1411 Broadway 12th Floor | New York | NY | 100183496 | PC | 2020 Gala | $1,000 | |
| American Telemedicine Association | |||||||
| 901 N Glebe Road Suite 850 | Arlington | VA | 22203 | PC | Telehealth post-COVID-19 Campaign | $50,000 | |
| Center for Health Care Strategies Inc | |||||||
| 200 American Metro Boulevard | Hamilton | NJ | 08619 | PC | Playbook Strategy for Dually Eligible Beneficiaries | $10,000 | Suite119 |
| CNAS For Quality Care Corp | |||||||
| 6079 CL 299 | Carl Junction | MO | 64834 | PC | Certified Nursing Assistant (CNA) Staffing Summit | $2,500 | |
| Convergence Center for Policy Resolution | |||||||
| 1133 19th Street NW Suite 410 | Washington | DC | 20036 | PC | Rethinking Care of Older Adults, Phase I | $15,000 | |
| Montana State University Foundation | |||||||
| 1501 South 11th Avenue | Bozeman | MT | 59715 | PC | Determining the Impact of COVID-19 Pandemic on the Nursing Workforce in the U.S. | $30,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | NAM Vital Directions for Health & Health Care 2.0 | $50,000 | |
| National Council of Young Men's Christian Associations of the USA | |||||||
| 101 N Wacker Drive 16th Floor | Chicago | IL | 60606 | PC | Healthy Aging, the Y, and COVID-19 | $50,000 | |
| National Medical Association Inc | |||||||
| 8403 Colesville Road Suite 820 | Silver Spring | MD | 209103397 | PC | Support to address and eliminate health disparities. | $50,000 | |
| The Urban Institute | |||||||
| 500 LEnfant Plaza SW | Washington | DC | 20024 | PC | Roundtable on Caring for Older Adults after COVID-19 | $10,000 | |
| University of Maryland Baltimore | |||||||
| Saratoga Office Building | Baltimore | MD | 21201 | PC | Catalyzing Collaboration Between an Age-Friendly University and an Academic Health System to Foster Interprofessional Education Programs | $10,000 | |
| AcademyHealth | |||||||
| 1666 K Street NW Suite 1100 | Washington | DC | 20006 | PC | Annual Support | $2,000 | |
| Grantmakers In Aging | |||||||
| C/O CliftonLarsonAllen LLP | Arlington | VA | 22203 | PC | Annual Support | $10,000 | |
| Grantmakers In Health | |||||||
| 1100 Connecticut Avenue NW Suite | Washington | DC | 20036 | PC | Annual Support | $17,000 | 1100 |
| Hispanics in Philanthropy | |||||||
| 414 13th Street Suite 200 | Oakland | CA | 94612 | PC | Annual Membership Support | $5,000 | |
| LeadingAge Inc | |||||||
| 2519 Connecticut Avenue NW | Washington | DC | 20008 | PC | Inaugural Annual Support | $1,100 | |
| Philanthropy New York Inc | |||||||
| 320 East 43rd Street | New York | NY | 10017 | PC | Annual Support | $19,750 | |
| Services & Advocacy for Gay Lesbian Bisexual & Transgender Elders (SAGE) | |||||||
| 305 Seventh Avenue 15th Floor | New York | NY | 10001 | PC | Annual Support | $5,000 | |
| Various Matching Grants | |||||||
| 55 East 59th Street | New York | NY | 10022 | PC | General Support | $681,383 | |
| Various Discretionary Grants | |||||||
| 55 East 59th Street | New York | NY | 10022 | PC | General Support | $68,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,384,453 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Case Western Reserve University | |||||||
| 10900 Euclid Avenue | Cleveland | OH | 441067015 | PC | Age-Friendly Health Systems: Ambulatory Care Continuum Implementation | $2,435,164 | |
| Emergency Medicine Foundation | |||||||
| 4950 West Royal Lane | Irving | TX | 750632524 | PC | Geriatrics Emergency Department Accreditation: Expansion Phase II | $514,047 | |
| FrameWorks Institute | |||||||
| 1333 H Street NW Suite 700 West | Washington | DC | 20005 | PC | Skilled, Long Term Framing: Building Capacity to Communicate about Nursing Homes | $499,883 | |
| Icahn School of Medicine at Mount Sinai | |||||||
| One Gustave L Levy Place | New York | NY | 10029 | PC | Scaling and Dissemination of Hospital at Home in the Time of COVID-19 and Beyond | $1,578,558 | |
| Institute for Healthcare Improvement | |||||||
| 53 State Street 19th Floor | Boston | MA | 02109 | PC | COVID-19 Rapid Response Network for Nursing Homes | $299,010 | |
| Milken Institute | |||||||
| 1250 Fourth Street 2nd Floor | Santa Monica | CA | 90401 | PC | Alliance to Improve Dementia Care | $100,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | The Quality of Care in Nursing Homes: Getting Ahead of the Crises | $1,200,000 | |
| National PACE Association | |||||||
| 675 North Washington Street | Alexandria | VA | 22314 | PC | PACE 2.0 Growth Strategy Implementation | $500,000 | |
| Regents of the University of California | |||||||
| 550 16th Street 7th Floor | San Francisco | CA | 94143 | PC | Implementation, Scaling and Impact of the 4Ms in an IT-enabled Health Care System | $1,010,967 | |
| Trust for America's Health | |||||||
| 1730 M Street NW Suite 900 | Washington | DC | 20036 | PC | Expanding Age-Friendly Public Health Systems, Phase II | $2,349,358 | |
| Center for Health Care Strategies Inc | |||||||
| 200 American Metro Boulevard | Hamilton | NJ | 08619 | PC | Helping States Support Family Caregivers Caring for an Aging America, Phase II | $460,468 | Suite119 |
| Rush University Medical Center | |||||||
| 1201 W Harrison St Suite 300 | Chicago | IL | 60607 | PC | A Model for Caregiver Health and Wellness in Age-Friendly Health Systems, Planning Grant | $537,691 | |
| Center for Health Policy Development | |||||||
| 2 Monument Square Suite 910 | Portland | ME | 20036 | PC | Expanding and Sustaining the Continuum of Care: A Resource Hub for State Policymakers | $537,428 | |
| Twin Cities Public Television Inc | |||||||
| 172 East 4th Street | Saint Paul | MN | 551011400 | PC | Project Title Television Documentary Fast-Forward Outreach and Impact | $356,700 | |
| Center for Medicare Advocacy Inc | |||||||
| PO Box 350 | Willimantic | CT | 06226 | PC | Strengthening Policy to Support Older Adults and Their Caregivers: General Operating Support | $200,000 | |
| Community Catalyst Inc | |||||||
| One Federal Street Floor 5 | Boston | MA | 02110 | PC | Strengthening Policy to Support Older Adults and Their Caregivers: General Operating Support | $200,000 | |
| Grantmakers In Aging | |||||||
| C/O CliftonLarsonAllen LLP | Arlington | VA | 22203 | PC | Core Support Renewal: Developing the Lens in Philanthropy and Beyond | $309,503 | |
| Justice in Aging | |||||||
| 1330 Broadway Suite 525 | Oakland | CA | 94612 | PC | Strengthening Policy to Support Older Adults and Their Caregivers: General Operating Support | $200,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | Healthy Longevity Global Competition | $150,000 | |
| Paraprofessional Healthcare Institute Inc | |||||||
| 400 East Fordham Road 11th Floor | Bronx | NY | 10458 | PC | Strengthening Policy to Support Older Adults and Their Caregivers: General Operating Support | $200,000 | |
| Project HOPE - The People-to-People Health Foundation Inc | |||||||
| 7500 Old Georgetown Road Suite 600 | Bethesda | MD | 20814 | PC | Publishing and Disseminating Lessons on Innovations in Health Care to Support Age-Friendly Health | $520,190 | |
| Age Friendly Foundation Inc | |||||||
| 204 2nd Avenue | Waltham | MA | 02451 | PC | 2020 Revolutionize Conference | $15,000 | |
| Age Friendly Foundation Inc | |||||||
| 204 2nd Avenue | Waltham | MA | 02451 | PC | Bradesco Longevity Forum | $5,000 | |
| Age Friendly Foundation Inc | |||||||
| 204 2nd Avenue | Waltham | MA | 02451 | PC | Building a Coordinated Age-Friendly Ecosystem: A Working Discussion Conference - Supplement Other Conference-related Efforts | $12,150 | |
| Brandeis University | |||||||
| 415 South Street MS 085 | Waltham | MA | 02453 | PC | Council on Health Care Economics and Policy, 2020 Princeton Conference | $20,000 | |
| Camden Coalition of Healthcare Providers | |||||||
| 800 Cooper Street 8th Floor | Camden | NJ | 08102 | PC | Putting Care at the Center Conference | $3,000 | |
| Education Development Center Inc | |||||||
| 43 Foundry Avenue | Waltham | MA | 02458 | PC | Age-Friendly Ecosystem Convening Consultation | $7,034 | |
| Gerontological Society of America | |||||||
| 1220 L Street NW Suite 901 | Washington | DC | 20005 | PC | Sponsorship of a COVID-19 Winter Issue of Public Policy & Aging Report | $1,500 | |
| Gerontological Society of America | |||||||
| 1220 L Street NW Suite 901 | Washington | DC | 20005 | PC | 2020 Annual Scientific Meeting Online | $15,000 | |
| Grantmakers In Aging | |||||||
| C/O CliftonLarsonAllen LLP | Arlington | VA | 22203 | PC | Annual Conference | $25,000 | |
| Hebrew Home for the Aged at Riverdale Foundation | |||||||
| 5901 Palisade Avenue | Riverdale | NY | 10471 | PC | The Art of Aging 103rd Annual Gala | $14,000 | |
| Medicare Rights Center Inc | |||||||
| 266 West 37th Street 3rd Floor | New York | NY | 10018 | PC | Annual Awards Virtual Event | $1,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | Aging, Disability and Independence Forum | $25,000 | |
| New York Academy of Medicine | |||||||
| 1216 Fifth Avenue | New York | NY | 100295293 | PC | Annual Fund | $10,000 | |
| New York University | |||||||
| 70 Washington Square South | New York | NY | 10010 | PC | NICHE Conference Bronze Sponsorship | $10,000 | |
| United Hospital Fund of New York | |||||||
| 1411 Broadway 12th Floor | New York | NY | 100183496 | PC | 2020 Gala | $1,000 | |
| American Telemedicine Association | |||||||
| 901 N Glebe Road Suite 850 | Arlington | VA | 22203 | PC | Telehealth post-COVID-19 Campaign | $50,000 | |
| Center for Health Care Strategies Inc | |||||||
| 200 American Metro Boulevard | Hamilton | NJ | 08619 | PC | Playbook Strategy for Dually Eligible Beneficiaries | $10,000 | Suite119 |
| CNAS For Quality Care Corp | |||||||
| 6079 CL 299 | Carl Junction | MO | 64834 | PC | Certified Nursing Assistant (CNA) Staffing Summit | $2,500 | |
| Convergence Center For Policy Resolution | |||||||
| 1133 19th Street NW Suite 410 | Washington | DC | 20036 | PC | Rethinking Care of Older Adults, Phase I | $15,000 | |
| Montana State University Foundation | |||||||
| 1501 South 11th Avenue | Bozeman | MT | 59715 | PC | Determining the Impact of COVID-19 Pandemic on the Nursing Workforce in the U.S. | $30,000 | |
| National Academy of Sciences | |||||||
| 500 Fifth Street NW | Washington | DC | 20001 | PC | NAM Vital Directions for Health & Health Care 2.0 | $50,000 | |
| National Council of Young Men's Christian Associations of the USA | |||||||
| 101 N Wacker Drive 16th Floor | Chicago | IL | 60606 | PC | Healthy Aging, the Y, and COVID-19 | $50,000 | |
| National Medical Association Inc | |||||||
| 8403 Colesville Road Suite 820 | Silver Spring | MD | 209103397 | PC | Support to address and eliminate health disparities. | $50,000 | |
| The Urban Institute | |||||||
| 500 LEnfant Plaza SW | Washington | DC | 20024 | PC | Roundtable on Caring for Older Adults after COVID-19 | $10,000 | |
| University of Maryland Baltimore | |||||||
| Saratoga Office Building | Baltimore | MD | 21201 | PC | Catalyzing Collaboration Between an Age-Friendly University and an Academic Health System to Foster Interprofessional Education Programs | $10,000 | |
| AcademyHealth | |||||||
| 1666 K Street NW Suite 1100 | Washington | DC | 20006 | PC | Annual Support | $2,000 | |
| Grantmakers In Aging | |||||||
| C/O CliftonLarsonAllen LLP | Arlington | VA | 22203 | PC | Annual Support | $10,000 | |
| Grantmakers In Health | |||||||
| 1100 Connecticut Avenue NW Suite | Washington | DC | 20036 | PC | Annual Support | $17,000 | 1100 |
| Hispanics in Philanthropy | |||||||
| 414 13th Street Suite 200 | Oakland | CA | 94612 | PC | Annual Membership Support | $5,000 | |
| LeadingAge Inc | |||||||
| 2519 Connecticut Avenue NW | Washington | DC | 20008 | PC | Inaugural Annual Support | $1,100 | |
| Philanthropy New York Inc | |||||||
| 320 East 43rd Street | New York | NY | 10017 | PC | Annual Support | $19,750 | |
| Services & Advocacy for Gay Lesbian Bisexual & Transgender Elders (SAGE) | |||||||
| 305 Seventh Avenue 15th Floor | New York | NY | 10001 | PC | Annual Support | $5,000 | |
| Various Matching Grants | |||||||
| 55 East 59th Street | New York | NY | 10022 | PC | General Support | $681,383 | |
| Various Discretionary Grants | |||||||
| 55 East 59th Street | New York | NY | 10022 | PC | General Support | $68,000 | |
| Massachusetts General Hospital | |||||||
| 55 Fruit Street | Boston | MA | 02114 | PC | Moving and Scaling Home-Based Primary Care, Phase II: Quality, Training and Advocacy | $518,947 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $15,929,331 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,465 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,817,962 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$487 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,631,275 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| GRANT REFUNDS | $26,289 | ||||
| GRANT CANCELLATIONS | $63,708 | ||||
| INV LOSS SUBJECT TO UBIT | 525990 | -$32,120 | 14 | $32,120 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$32,607 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,544,822 | ExclusionAmt |
| Related Or Exempt Function Incm | $89,997 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,602,212 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | GRANT REFUNDS/CANCELLATIONS | RelationshipStatementTxt |
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 | CategoryTxt |
| Amt | $37,000 | Amt |
| Net Investment Income | $18,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE CONDOMINIUM | 1998-01-01 | $4,643,452 | $4,538,992 | SL | 20.000000000000 | $5,646 | $0 |
| FURNITURE AND EQUIPMENT | 2018-01-01 | $694,111 | $522,876 | SL | 5.000000000000 | $42,868 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TOTAL BOND MARKET ETF | $43,659,253 | $43,659,253 |
| SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $10,966,796 | $10,966,796 |
| ROWE T PRICE INSTL INCOME FDS INC HIGH YIELD | $20,079,178 | $20,079,178 |
| EATON VANCE INC FD BSTN-IN | $19,710,808 | $19,710,808 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (156 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACI WORLDWIDE INC COM STK | $531,448 | $531,448 |
| ADR ENDAVA PLC ADS | $289,271 | $289,271 |
| ADR SILICON MOTION TECHNOLOGY CORP | $486,604 | $486,604 |
| AERCAP HOLDINGS N.V. EUR0.01 | $387,977 | $387,977 |
| AGREE RLTY CORP COM | $129,831 | $129,831 |
| ALAMO GROUP INC COM | $202,235 | $202,235 |
| ALLEGIANT TRAVEL CO COM | $184,509 | $184,509 |
| ALPHABET INC CAP STK USD0.001 CL C | $2,272,188 | $2,272,188 |
| ALPHABET INC CAPITAL STOCK USD0.001 CL A | $497,750 | $497,750 |
| AMAZON COM INC COM | $1,768,513 | $1,768,513 |
| AMERIS BANCORP COM | $228,039 | $228,039 |
| AMERISAFE INC COM | $152,075 | $152,075 |
| ANTHEM INC COM | $765,800 | $765,800 |
| AON PLC | $1,483,538 | $1,483,538 |
| ASHLAND GLOBAL HLDGS INC COM | $13,306 | $13,306 |
| ATRICURE INC COM STK | $227,301 | $227,301 |
| AVIENT CORPORATION | $299,643 | $299,643 |
| BALCHEM CORP COM | $188,154 | $188,154 |
| BERKSHIRE HATHAWAY INC-CL B | $1,613,120 | $1,613,120 |
| BGC PARTNERS INC CL A CL A | $263,052 | $263,052 |
| BOOT BARN HLDGS INC COM | $134,936 | $134,936 |
| BROOKS AUTOMATION INC COM | $149,270 | $149,270 |
| BWX TECHNOLOGIES INC COM | $399,415 | $399,415 |
| CACI INTL INC CL A CL A | $143,365 | $143,365 |
| CALAVO GROWERS INC COM | $187,461 | $187,461 |
| CAPITAL ONE FINL CORP COM | $431,381 | $431,381 |
| CASTLE BIOSCIENCES INC COM | $85,616 | $85,616 |
| CATHAY GENERAL BANCORP INC COM | $188,022 | $188,022 |
| CBIZ INC COM | $535,127 | $535,127 |
| CENT GARDEN & PET CO CL A | $199,306 | $199,306 |
| CENTRAL GARDEN & PET CO COM | $44,363 | $44,363 |
| CERENCE INC COM | $140,672 | $140,672 |
| CHANGE HEALTHCARE INC COM | $466,175 | $466,175 |
| CHURCHILL DOWNS INC COM | $166,545 | $166,545 |
| CHUYS HOLDINGS INC COM USD0.01 | $77,801 | $77,801 |
| CIRCOR INTL INC COM | $376,558 | $376,558 |
| CITIGROUP INC COM NEW COM NEW | $1,755,152 | $1,755,152 |
| COHEN & STEERS INC COM | $215,842 | $215,842 |
| COLFAX CORP COM US .01 | $476,853 | $476,853 |
| COLUMBIA BKG SYS INC COM | $463,290 | $463,290 |
| COMCAST CORP NEW-CL A | $2,169,465 | $2,169,465 |
| COMMUNITY HEALTHCARE TR INC REIT | $360,392 | $360,392 |
| COMPASS MINERALS INTL INC COM | $111,158 | $111,158 |
| COVETRUS INC COM | $237,737 | $237,737 |
| CRYOLIFE INC COM | $156,770 | $156,770 |
| CRYOPORT INC COM PAR $0.001 COM | $135,677 | $135,677 |
| DESCARTES SYS GROUP INC COM | $110,176 | $110,176 |
| DISH NETWORK CORP CL A COM STK | $523,067 | $523,067 |
| EMERGENT BIOSOLUTIONS INC COM | $235,200 | $235,200 |
| ESCO TECHNOLOGIES INC | $232,658 | $232,658 |
| FACEBOOK INC COM USD0.000006 CL 'A' | $1,484,078 | $1,484,078 |
| FB FINL CORP COM | $407,001 | $407,001 |
| FIRST MERCHANTS CORP COM | $488,088 | $488,088 |
| FIVE BELOW INC COM USD0.01 | $194,403 | $194,403 |
| GEN MTRS CO COM | $703,258 | $703,258 |
| GENERAL ELECTRIC CO | $1,405,069 | $1,405,069 |
| GLACIER BANCORP INC NEW COM | $240,862 | $240,862 |
| GLOBUS MED INC CL A NEW COM STK | $275,228 | $275,228 |
| GQG PARTNERS EMERGING MKT EQUITY FUND | $11,355,897 | $11,355,897 |
| GRAND CANYON ED INC COM STK | $274,954 | $274,954 |
| HAEMONETICS CORP MASS COM | $160,313 | $160,313 |
| HALOZYME THERAPEUTICS INC COM | $155,892 | $155,892 |
| HEALTHEQUITY INC COM | $211,570 | $211,570 |
| HEARTLAND EXPRESS INC COM | $127,334 | $127,334 |
| HELEN TROY LTD COM STK | $147,534 | $147,534 |
| HELIOS TECHNOLOGIES INC | $209,643 | $209,643 |
| HILTON WORLDWIDE HLDGS INC COM NEW COM NEW | $988,100 | $988,100 |
| HORACE MANN EDUCATORS CORP COM | $213,101 | $213,101 |
| HOSTESS BRANDS INC CL A CL A | $453,986 | $453,986 |
| HOULIHAN LOKEY INC CL A CL A | $192,748 | $192,748 |
| HOWARD HUGHES CORP COM STOCK | $314,773 | $314,773 |
| ICF INTL INC COM STK | $168,506 | $168,506 |
| ICU MED INC COM | $115,181 | $115,181 |
| IDACORP INC COM | $176,119 | $176,119 |
| INTEGRA LIFESCIENCES HLDG CORP COM DESP | $191,644 | $191,644 |
| ISHARES MSCI EAFE INTERNATIONAL K | $29,684,170 | $29,684,170 |
| J2 GLOBAL INC COM | $623,848 | $623,848 |
| KAMAN CORP COM | $316,500 | $316,500 |
| KAR AUCTION SVCS INC COM STK | $424,420 | $424,420 |
| LHC GROUP INC COM | $195,401 | $195,401 |
| LIBERTY BROADBAND CORP COM SER C COM SERC | $1,571,347 | $1,571,347 |
| LIGAND PHARMACEUTICALS INCORPORATED CL B | $448,122 | $448,122 |
| LITHIA MTRS INC CL A CL A | $351,789 | $351,789 |
| LITHIA MTRS INC CL A CL A | $462,711 | $462,711 |
| LYONDELLBASELL IND N V COM USD0.01 CL 'A' | $322,368 | $322,368 |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC COM STK | $286,208 | $286,208 |
| MARRIOTT INTL INC NEW COM STK CL A | $1,587,789 | $1,587,789 |
| MEDICAL PPTYS TR INC COM REIT | $292,727 | $292,727 |
| MEDPACE HLDGS INC COM | $199,752 | $199,752 |
| MERIDIAN BANCORP INC MD COM | $86,985 | $86,985 |
| MICROSOFT CORP COM | $2,553,826 | $2,553,826 |
| MINERALS TECHNOLOGIES INC COM | $160,891 | $160,891 |
| MLP RATTLER MIDSTREAM LP COM NPV | $155,093 | $155,093 |
| MORGAN STANLEY COM STK USD0.01 | $1,143,697 | $1,143,697 |
| NATIONAL HEALTH INVS INC COM | $167,115 | $167,115 |
| NETFLIX INC COM STK | $869,494 | $869,494 |
| NEWMARK GROUP INC CL A CL A | $144,225 | $144,225 |
| NEXSTAR MEDIA GROUP INC CL A CL A | $516,032 | $516,032 |
| NORTHWESTERN CORP COM NEW COM NEW | $200,936 | $200,936 |
| NOVANTA INC NOVANTA INC | $201,920 | $201,920 |
| OCEANFIRST FINL CORP COM | $102,260 | $102,260 |
| OLLIES BARGAIN OUTLET HLDGS INC COM | $155,363 | $155,363 |
| OSI SYS INC COM | $265,957 | $265,957 |
| OXFORD INDS INC COM | $116,280 | $116,280 |
| OXFORD INDS INC COM | $323,161 | $323,161 |
| PAC PREMIER BANCORP COM | $207,060 | $207,060 |
| PAC PREMIER BANCORP COM | $484,863 | $484,863 |
| PACWEST BANCORP DEL COM | $556,438 | $556,438 |
| PATRICK INDS INC COM | $241,822 | $241,822 |
| PAYLOCITY HLDG CORP COM | $270,360 | $270,360 |
| PERFORMANCE FOOD GROUP CO COM | $278,519 | $278,519 |
| PHREESIA INC COM | $229,140 | $229,140 |
| PHYSICIANS RLTY TR COM | $252,440 | $252,440 |
| PQ GROUP HLDGS INC COM | $41,825 | $41,825 |
| PRIMORIS SVCS CORP COM | $193,822 | $193,822 |
| PROGYNY INC COM | $179,055 | $179,055 |
| PROOFPOINT INC COM | $151,279 | $151,279 |
| PROVIDENCE NAME CHANG WITH CUSIP CHANG MODVICARE 2N1CAR3 1-7-2021 | $493,107 | $493,107 |
| QTS RLTY TR INC COM CL A COM CL A | $208,350 | $208,350 |
| RAPID7 INC COM | $267,775 | $267,775 |
| RBC BEARINGS INC COM | $247,254 | $247,254 |
| RITCHIE BROS AUCTIONEERS INC COM | $280,287 | $280,287 |
| ROGERS CORP COM | $83,080 | $83,080 |
| RYMAN HOSPITALITY PPTYS INC COM | $111,804 | $111,804 |
| SEACOAST BKG CORP FLA COM NEW COM NEW | $241,549 | $241,549 |
| SHYFT GROUP INC COM | $74,611 | $74,611 |
| SILGAN HLDGS INC COM | $98,929 | $98,929 |
| SILGAN HLDGS INC COM | $499,097 | $499,097 |
| SILICON LABORATORIES INC COM | $261,684 | $261,684 |
| SITEONE LANDSCAPE SUPPLY INC COM | $138,801 | $138,801 |
| SKYLINE CHAMPION CORPORATION COM USD0.0277 | $236,846 | $236,846 |
| SPECTRUM BRANDS HLDGS INC COM USD0.01 | $129,527 | $129,527 |
| STAG INDL INC COM | $268,099 | $268,099 |
| STARWOOD PROPERTY TRUST INC COM REIT | $473,120 | $473,120 |
| STIFEL FINL CORP COM | $275,865 | $275,865 |
| SUPERNUS PHARMACEUTICALS INC COM STK | $140,971 | $140,971 |
| SYNEOS HEALTH INC COM | $276,948 | $276,948 |
| TELEDYNE TECHNOLOGIES INC COM | $54,093 | $54,093 |
| TEXAS ROADHOUSE INC COMMON STOCK | $323,973 | $323,973 |
| TRINITY IND INC COM | $225,925 | $225,925 |
| UFP INDUSTRIES INC COM USD1.00 | $248,197 | $248,197 |
| UNITEDHEALTH GROUP INC COM | $1,227,731 | $1,227,731 |
| US ECOLOGY INC COM | $112,369 | $112,369 |
| VANGUARD INDEX FUNDS S&P 500 ETF SHSNEW | $111,632,574 | $111,632,574 |
| VERACYTE INC COM | $180,540 | $180,540 |
| VERINT SYS INC COM | $481,412 | $481,412 |
| VERRA MOBILITY CORP | $58,511 | $58,511 |
| VIAVI SOLUTIONS INC COM NPV | $199,916 | $199,916 |
| VIPER ENERGY PARTNERS LP COM UNIT REPSTGLTD PARTNER INT | $130,760 | $130,760 |
| WABTEC CORP COM | $269,010 | $269,010 |
| WALT DISNEY CO | $982,177 | $982,177 |
| WELLS FARGO & CO NEW COM STK | $1,688,631 | $1,688,631 |
| WILLSCOT MOBILE MINI HLDGS CORP COM | $119,511 | $119,511 |
| WOLVERINE WORLD WIDE INC COM | $116,406 | $116,406 |
| WOODWARD INC COM | $342,107 | $342,107 |
| WPX STOCK MERGER DEVON 2276844 01-07-2021 | $137,328 | $137,328 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $9,860,866 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,860,866 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (42 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OAKTREE EMERGING MARKETS EQUITY FUND (CAYMAN) LP | FMV | $14,328,797 | $14,328,797 |
| CF ARTISAN FOCUS DYNAMIC | FMV | $6,000,000 | $6,000,000 |
| CF GS ARTISAN DYNAMIC EQUITY ( GLOBAL EQUITY) OFFSHORE LP DNE FUND | FMV | $18,183,589 | $18,183,589 |
| CF CANTILLON GLOBAL EQTY FD CLS S1 USD | FMV | $19,293,144 | $19,293,144 |
| CF ARROWSTREET CAPITAL GLOBAL EQUITY | FMV | $1,122,834 | $1,122,834 |
| CF ARROWSTREET CAPITAL GLOBAL EQUITY | FMV | $495,269 | $495,269 |
| CF AUTONOMY GBL MACRO FUND LTD | FMV | $1,488,775 | $1,488,775 |
| CF CANDLESTICK CAYMAN FEEDER LTD CL A SER 1 E | FMV | $6,357,262 | $6,357,262 |
| CF CANUTE OFFSHORE, LTD | FMV | $10,903,097 | $10,903,097 |
| CF CRABEL SPC LTD A FEE 1 SER 258 FD | FMV | $1,002,694 | $1,002,694 |
| CF CRABEL SPC LTD A FEE 1 SER 261 FD | FMV | $3,039,703 | $3,039,703 |
| CF DES O HOLDINGS OFFSHORE LTD CLASS NIE-SER8 | FMV | $9,837,243 | $9,837,243 |
| CF EGERTON LG SHORTT FD (USD) LTD CL B/1 FUND | FMV | $1,354,575 | $1,354,575 |
| CF EGERTON LONG SHORT FUND (USD) LTD CL C/1 FUND | FMV | $6,296,672 | $6,296,672 |
| CF EMPYREAN CAPITAL OS ERISA FD LTD CL 2 SER N SR 1018 | FMV | $2,128,606 | $2,128,606 |
| CF EMPYREAN CAPITAL OS ERISA FD LTD CL 2 SER N BENCHMARK | FMV | $9,074,592 | $9,074,592 |
| CF HG VORA SPECIAL OPPORTUNITIES FUND, LTD CL A | FMV | $8,674,039 | $8,674,039 |
| CF HOLOCENE ADVISORS OFFSHORE FUND LTD. CLASS A | FMV | $7,398,709 | $7,398,709 |
| CF PARK PRESIDIO CAPITAL OFFSHORE FD | FMV | $2,562,925 | $2,562,925 |
| CF ROKOS GBL MACRO FD LTD CLASS B UR NV | FMV | $4,958,353 | $4,958,353 |
| CF SILVER POINT CAPITAL OFFSHORE LTD CL H SER 470 FD | FMV | $7,080,888 | $7,080,888 |
| CF SYSTEMATICA DIVERSIFIED LTD CL A USD NON VOTING FD | FMV | $3,302,169 | $3,302,169 |
| CF TWO SIGMA ABSOLUTE RETURN ENHANCED CAYMAN LTD | FMV | $8,300,730 | $8,300,730 |
| CF ARROWSTREET CAPITAL GLOBAL EQUITY LONG/SHORT FUND (FEEDER)LTD | FMV | $4,535,214 | $4,535,214 |
| CF GS ONON US EQTY MANGERS PORTFOLIO 4 OFFSHORE LP DNE FD | FMV | $50,032,187 | $50,032,187 |
| CF MCDONALD DYNAMIC EQUITY SERIE OFFSHORE LP | FMV | $22,358,165 | $22,358,165 |
| AG ASIA REALTY HOLDINGS LP | FMV | $691,182 | $691,182 |
| AG CORE PLUS REALTY FUND II, LP | FMV | $186,014 | $186,014 |
| AG REALTY FUND VII (TE), LP | FMV | $231,521 | $231,521 |
| AG CAPITAL RECOVERY PARTNERS VI, LP | FMV | $6,618 | $6,618 |
| BRENTWOOD ASSOCIATES PRIVATE EQUITY IV LP | FMV | $6,860,076 | $6,860,076 |
| PRIVATE CREDIT MANAGERS II OFFSHORE LP | FMV | $7,312,632 | $7,312,632 |
| PRIVATE CREDIT MANAGERS III OFFSHORE LP | FMV | $1,434,443 | $1,434,443 |
| PRIVATE EQUITY MANAGERS 2013 OFFSHORE | FMV | $7,432,571 | $7,432,571 |
| PRIVATE EQUITY MANAGERS 2014 OFFSHORE LP | FMV | $6,183,350 | $6,183,350 |
| PRIVATE EQUITY MANAGERS 2015 OFFSHORE LP | FMV | $7,238,527 | $7,238,527 |
| PRIVATE EQUITY MANAGERS 2016 OFFSHORE | FMV | $6,953,165 | $6,953,165 |
| PRIVATE EQUITY MANAGERS 2017 OFFSHORE SCSP | FMV | $18,586,987 | $18,586,987 |
| PRIVATE EQUITY MANAGERS 2018 OFFSHORE SCSP | FMV | $7,539,766 | $7,539,766 |
| PRIVATE EQUITY MANAGERS 2019 OFFSHORE | FMV | $3,966,853 | $3,966,853 |
| PRIVATE EQUITY MANAGERS (2020) OFFSHORE SCSP | FMV | $512,807 | $512,807 |
| VINTAGE VI OFFSHORE LP | FMV | $6,783,974 | $6,783,974 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE CONDOMINIUM | $4,643,452 | $4,544,638 | $98,814 |
| FURNITURE AND EQUIPMENT | $694,111 | $565,744 | $128,367 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $4,991 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,991 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST AND DIVIDENDS RECEIVABLE | $44,591 | $30,899 | $30,899 |
| PREPAID TAXES | $159,136 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $61,076 | $7,569 | $64,018 |
| OFFICE COPIER MAILING AND FAX | $13,427 | $604 | $12,680 |
| OFFICE & COMPUTER SUPPLIES | $139,988 | $6,299 | $152,379 |
| GRANT RELATED EXPENSES | $70,452 | $0 | $72,016 |
| DIRECT CHARITABLE | $1,114,586 | $0 | $1,115,547 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| GRANT REFUNDS | $26,289 | $26,289 |
| GRANT CANCELLATIONS | $63,708 | $63,708 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CHANGE IN UNREALIZED GAIN ON SECURITIES (NET OF DEFERRED TAX) | Desc |
| Amt | $46,458,499 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX PAYABLE | $2,030,607 | $2,685,483 |
| CURRENT FEDERAL EXCISE TAX PAYABLE | $0 | $55,053 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGERS FEES | $533,817 | $533,817 | $0 |
| CUSTODIAN BANK FEES | $142,646 | $142,646 | $0 |
| CONSULTING & EMPLOYMENT FEES | $166,064 | $0 | $156,896 |
| INVESTMENT ADVISORY FEES | $1,225,295 | $1,225,295 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE AND UNRELATED BUSINESS INCOME TAXES | CategoryTxt |
| Amt | $298,184 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |