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SMITH RICHARDSON FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SMITH RICHARDSON FOUNDATION INC (EIN 56-0611550)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-12
IRS object ID
202133169349101838
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-12T16:18:17-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1230 N ELM ST STE 1100AddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27401ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN560611550EIN

Business Name BusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 GREEN VALLEY ROAD NO 306AddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP274087096ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROSS HEMPHILLPersonNm
Person TitleOFFICERPersonTitleTxt
Phone3363798600PhoneNum
Signature2021-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

Preparer Person PreparerPersonGrp

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

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$546,864,432FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,436,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,387InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,387InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,274,747DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,257,392DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$24,362,018NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$143,299GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$24,297,809CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$30,852,489OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$4,553,284OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$62,927,641TotalRevAndExpnssAmt
Total Net Invst Incm$34,110,872TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,688,846CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,688,846CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,173,087OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,173,087OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$2,184,297PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$828,323PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$38,770LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$38,770LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$92,183AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$92,183AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$388,831OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,748,853OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$386,344OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$294InterestRevAndExpnssAmt
Interest Net Invst Incm$294InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$3,601,797TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$141,608TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$76,987DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$34,587OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$34,587OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$9,600TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$8,609TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$2,614PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$2,614PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$466,654OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$470,882OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,758,547TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,749,147TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,865,853TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,230,734ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$22,450,943ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$34,989,281TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,749,147TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$27,316,796TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$27,938,360ExcessRevenueOverExpensesAmt
Net Investment Income$28,361,725NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$630,005CashBOYAmt
Cash EOY$42,297CashEOYAmt
Cash EOYFMV$42,297CashEOYFMVAmt
Sav And Temp Cash Invst BOY$79,313SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,132SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,132SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$289,522PrepaidExpensesBOYAmt
Prepaid Expenses EOY$284,077PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$284,077PrepaidExpensesEOYFMVAmt
Other Investments BOY$508,397,992OtherInvestmentsBOYAmt
Other Investments EOY$546,038,200OtherInvestmentsEOYAmt
Other Investments EOYFMV$546,038,200OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,147,375LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$964,450LandBldgEquipAccumDeprecAmt
Land BOY$256,100LandBOYAmt
Land EOY$182,925LandEOYAmt
Land EOYFMV$182,925LandEOYFMVAmt
Other Assets BOY$583,245OtherAssetsBOYAmt
Other Assets EOY$300,801OtherAssetsEOYAmt
Other Assets EOYFMV$300,801OtherAssetsEOYFMVAmt
Total Assets BOY$510,236,177TotalAssetsBOYAmt
Total Assets EOY$546,864,432TotalAssetsEOYAmt
Total Assets EOYFMV$546,864,432TotalAssetsEOYFMVAmt
Accounts Payable BOY$12,696,350AccountsPayableBOYAmt
Accounts Payable EOY$16,543,403AccountsPayableEOYAmt
Grants Payable BOY$7,009,398GrantsPayableBOYAmt
Grants Payable EOY$9,689,189GrantsPayableEOYAmt
Other Liabilities BOY$1,580,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$3,743,051OtherLiabilitiesEOYAmt
Total Liabilities BOY$21,285,748TotalLiabilitiesBOYAmt
Total Liabilities EOY$29,975,643TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$488,950,429NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$516,888,789NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$488,950,429TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$516,888,789TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$510,236,177TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$546,864,432TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$488,950,429TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$27,938,360ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$516,888,789SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$516,888,789TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmt
MOORINGS CAPITAL LLC (ST - GROSS)P2020-01-012020-12-31$670,296$670,296
MOORINGS CAPITAL LLC (LT - GROSS)P2018-01-012020-12-31$23,664,037$23,664,037
UBI LONG-TERM CAPITAL LOSSP2018-01-012020-12-31-$61,735-$61,735
CAPITAL GAIN DISTRIBUTIONSP2020-01-012020-12-31$6,608$6,608$6,608
LT SALESP2018-01-012020-12-31$21,077$21,077$136,691$115,614
UBI SHORT-TERM CAPITAL LOSSP2020-01-012020-12-31-$2,474-$2,474
FieldValueIRS element (for citing)
Capital Gain Net Income$24,297,809CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$394,228InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$394,228SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$394,228TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$205,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$285,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$490,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$95,772OverpaymentAmt
Applied To ES Tax$95,772AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
MICHAEL BLAIR
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408TRUSTEE, AUDIT & COMPENSATION CMT.1.00$0$0$0
KARLA FRANK
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408ASSISTANT SECRETARY40.00$159,112$61,435$0
ROSS HEMPHILL
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408SENIOR VP, CHIEF FINANCIAL OFFICER47.00$164,982$102,585$0
WWINBURNE KING III
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408VICE CHAIRMAN OF THE TRUSTEES40.00$64,501$61,573$0
DR ARVID R NELSON
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408TRUSTEE, SECRETARY, AUDIT CMT. CHAIRMA22.00$60,000$0$0
JOHN P RICHARDSON JR
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408TRUSTEE & AUDIT COMMITTEE1.00$0$0$0
NICOLAS L RICHARDSON
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408TRUSTEE, INVESTMENT CMT.1.00$0$0$0
PL RICHARDSON
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408CHAIRMAN OF THE TRUSTEES, PRESIDENT50.00$635,220$277,257$0
TYLER B RICHARDSON
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408TRUSTEE, GRANTS COMMITTEE & INVESTMENT1.00$0$0$0
E WILLIAM STETSON III
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408TRUSTEE & GRANTS COMMITTEE1.00$0$0$0
GARY SMITH
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408COMPENSATION CMT CHAIR, AUDIT CMT MEMB1.00$0$0$0
DR MARIN STRMECKI
701 GREEN VALLEY ROAD STE 306GREENSBORONC27408SENIOR VP, DIRECTOR OF PROGRAMS50.00$605,031$100,033$0
THE ABOVE COMPENSATION SHOWS THE NE
AMOUNT ADJ BY 1216389 OF REIMBURSEDGREENSBORONC27408NONE40.00$0$0$0EXPENSES FROM MOORINGS CAPITA
177402 SHOWN IN COL D WAS NOT PAID
TO MR RICHARDSON IN CY THIS IS THEGREENSBORONC27408NONE40.00$0$0$0UNVESTED RETIREMENT BENEFIT ACCRU
MR RICHARDSON'S SUPPLEMENTAL
RETIREMENT BENEFITS ARE BEINGGREENSBORONC27408NONE40.00$0$0$0ACCRUED OVER HIS EXPECTED 37 YR WIT

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
ALLAN SONG
701 GREEN VALLEY RDGREENSBORONC27408SR PROGRAM OFFICER37.50$233,229$96,038$0
MARK STEINMEYER
701 GREEN VALLEY RDGREENSBORONC27408SR PROGRAM OFFICER37.50$231,721$66,849$0
CHRISTOPHER GRIFFIN
701 GREEN VALLEY RDGREENSBORONC27408SR PROGRAM OFFICER37.50$190,644$88,313$0
MCKINLEY JOHNSON
701 GREEN VALLEY RDGREENSBORONC27408SR PORTFOLIO ACCOUNT37.50$131,418$76,304$0
DAWN CARD
701 GREEN VALLEY RDGREENSBORONC27408EXECUTIVE ASSISTANT37.50$120,133$58,712$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k7OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
INTELLIGENT TECHNOLOGIES INC
12 OAK BRANCH DRIVEGREENSBORONC27407COMPUTER CONSULTANTS$132,726
H SMITH RICHARDSON TESTAMENTARY TRUST
701 GREEN VALLEY RD STE 306GREENSBORONC27408ACCOUNTING SERVICES$109,982
KORN FERRY HAY GROUP
33 SOUTH 6TH ST 4900MINNEAPOLISMN55485CONSULTANTS$92,831
RSM US LLP
230 NORTH ELM STREETGREENSBORONC27401AUDIT AND TAX SERVICES$92,183
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$483,682,833AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,409,342AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$388,553FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$486,480,728TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$486,480,728AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,297,211CashDeemedCharitableAmt
Net Vl Noncharitable Assets$479,183,517NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,959,176MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,959,176MinimumInvestmentReturnAmt
Tax Based On Investment Income$394,228TaxBasedOnInvestmentIncomeAmt
Total Tax$394,228TotalTaxAmt
Distributable Before Adj$23,564,948DistributableBeforeAdjAmt
Recoveries Qualfied Distri$304,089RecoveriesQualfiedDistriAmt
Distributable Before Ded$23,869,037DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$23,869,037DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$27,316,796ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$2,563CharitableAssetsAcquisPaidAmt
Qualifying Distributions$27,319,359QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$27,319,359AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,869,037DistributableAsAdjustedAmt
Undistributed Income PY$23,328,122UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$27,319,359QualifyingDistributionsAmt
Applied To Year1$23,328,122AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$2,436,000TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,555,237AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,436,000TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$22,313,800UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$2,436,000CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPETER L RICHARDSON PRESIDENTRecipientPersonNm

Recipient US Address RecipientUSAddress

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (299 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
A SIMPLE GESTURE INC
3503 REDINGTON DRGREENSBORONC27410PCGENERAL OPERATING SUPPORT$5,000
A SIMPLE GESTURE INC
3503 REDINGTON DRGREENSBORONC27410PCGENERAL OPERATING SUPPORT$10,000
A WIDER CIRCLE
1726 7TH ST NWWASHINGTONDC20001PCGENERAL OPERATING SUPPORT$4,000
ADULT CENTER FOR ENRICHMENT INC
4100 WELL SPRING DR STE 109GREENSBORONC27410PCGENERAL OPERATING SUPPORT$10,000
AMERICA ABROAD MEDIA
1701 PENNSYLVANIA AVE NW STE 200WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$250,000
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$25,300
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$91,800
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$94,700
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$100,000
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$207,900
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$200,000
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$150,000
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$100,000
AMERICAN FOREIGN POLICY COUNCIL
509 C ST NEWASHINGTONDC20002PCGENERAL OPERATING SUPPORT$400,000
AMERICAN FOREIGN POLICY COUNCIL
509 C ST NEWASHINGTONDC20002PCGENERAL OPERATING SUPPORT$140,000
AMERICAN INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$194,900
AMERICAN INSTITUTES FOR RESEARCH
1120 E DIEHL RDNAPERVILLEIL60563PCGENERAL OPERATING SUPPORT$247,496
AMERICAN INSTITUTES FOR RESEARCH IN THE BEHAVIORAL SCIENCES
1000 THOMAS JEFFERSON ST NWWASHINGTONDC20007PCGENERAL OPERATING SUPPORT$102,738
ANGELO STATE UNIVERSITY
2601 W AVENUE NSAN ANGELOTX76909PCGENERAL OPERATING SUPPORT$69,518
AREI INC
PO BOX 7784ASPENCO81612PCGENERAL OPERATING SUPPORT$5,000
ARMY DISTAFF FOUNDATION INC
6200 OREGON AVE NWWASHINGTONDC20015PCGENERAL OPERATING SUPPORT$10,000
ARMY HISTORICAL FOUNDATION INC
1775 LIBERTY DR STE 400FOR BELVOIRVA22060PCGENERAL OPERATING SUPPORT$2,500
ASIA SOCIETY
725 PARK AVENUENEW YORKNY10021PCGENERAL OPERATING SUPPORT$70,730
ASSOCIATION OF GRADUATES OF THE UNITED STATES MILITARY ACADEMY
698 MILLS RD HERBERT ALUMNI CENTERWEST POINTNY10996PCGENERAL OPERATING SUPPORT$5,000
BEATRIX FARRAND GARDEN ASSOCIATION INC
4097 ALBANY POST RDHYDE PARKNY12538PCGENERAL OPERATING SUPPORT$5,750
BEAUFORT HISTORICAL ASSOCIATION INC
100 TURNER STBEAUFORTNC28516PCGENERAL OPERATING SUPPORT$5,000
BOYS AND GIRLS CLUBS OF COASTAL CAROLINA INC
601 MULBERRY STBEAUFORTNC28516PCGENERAL OPERATING SUPPORT$5,000
BRAIN & BEHAVIOR RESEARCH FOUNDATION
747 3RD AVE 33RD FLNEW YORKNY10017PCGENERAL OPERATING SUPPORT$15,000
BRIDGEPORT HOSPITAL FOUNDATION INC
267 GRANT STBRIDGEPORTCT06610PCGENERAL OPERATING SUPPORT$5,000
BRIDGEPORT HOSPITAL FOUNDATION INC
267 GRANT STBRIDGEPORTCT06610PCGENERAL OPERATING SUPPORT$25,000
BRIDGEPORT RESCUE MISSION INC
385 BARNUM AVEBRIDGEPORTCT06608PCGENERAL OPERATING SUPPORT$10,000
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$59,008
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$250,000
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$150,000
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$49,665
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$150,000
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$10,000
BROWN UNIVERSITY
75 WATERMAN STPROVIDENCERI02912PCGENERAL OPERATING SUPPORT$60,000
CANDID AKA FOUNDATION CENTER
32 OLD SLIP 24NEW YORKNY10005PCGENERAL OPERATING SUPPORT$20,000
CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE
1779 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$78,320
CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE
1779 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$100,000
CARTERET COMMUNITY FOUNDATION INC
3737 GLENWOOD AVE SUITE 460RALEIGHNC27612PCGENERAL OPERATING SUPPORT$5,000
CATHOLIC CHARITIES OF THE ARCHODIOCESE OF WASHINGTON INC
924 G ST NWWASHINGTONDC20001PCGENERAL OPERATING SUPPORT$4,000
CENTER FOR A NEW AMERICAN SECURITY INC
1152 15TH ST NE STE 950WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$175,000
CENTER FOR A NEW AMERICAN SECURITY INC
1152 15TH ST NE STE 950WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$150,000
CENTER FOR A NEW AMERICAN SECURITY INC
1152 15TH ST NE STE 950WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$48,191
CENTER FOR CREATIVE LEADERSHIP
1 LEADERSHIP PLGREENSBORONC27410PCGENERAL OPERATING SUPPORT$10,000
CENTER FOR CREATIVE LEADERSHIP
1 LEADERSHIP PLGREENSBORONC27410PCGENERAL OPERATING SUPPORT$1,000,000
CENTER FOR EUROPEAN POLICY ANALYSIS
1275 PENNSYLVANIA AVE NW STE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$200,000
CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS
1667 K ST NW STE 900WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$206,561
CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS
1667 K ST NW STE 900WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$25,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$175,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$120,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$100,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$175,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$150,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$200,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$100,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$150,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$202,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$99,822
CENTER FOR URBAN FAMILIES INC
2201 N MONROE STBALTIMOREMD21217PCGENERAL OPERATING SUPPORT$3,000
CHECKERBOARD FOUNDATION INC
1 E 53RD ST 14TH FLNEW YORKNY10022PCGENERAL OPERATING SUPPORT$10,000
CHECKERBOARD FOUNDATION INC
1 E 53RD ST 14TH FLNEW YORKNY10022PCGENERAL OPERATING SUPPORT$2,500
CHECKERBOARD FOUNDATION INC
1 E 53RD ST 14TH FLNEW YORKNY10022PCGENERAL OPERATING SUPPORT$6,750
CHECKERBOARD FOUNDATION INC
1 E 53RD ST 14TH FLNEW YORKNY10022PCGENERAL OPERATING SUPPORT$5,000
CHILDREN OF FALLEN PATRIOTS FOUNDATION
44900 PRENTICE DRSTERLINGVA20166PCGENERAL OPERATING SUPPORT$2,500
CHILDREN OF FALLEN PATRIOTS FOUNDATION
44900 PRENTICE DRSTERLINGVA20166PCGENERAL OPERATING SUPPORT$50,000
CLAREMONT MCKENNA COLLEGE
888 COLUMBIA AVENUECLAREMONTCA91711PCGENERAL OPERATING SUPPORT$140,583
COLUMBIA UNIVERSITY
213 LOW LIBRARY 535 W 116TH STNEW YORKNY10027PCGENERAL OPERATING SUPPORT$250,000
COLUMBIA UNIVERSITY
213 LOW LIBRARY 535 W 116TH STNEW YORKNY10027PCGENERAL OPERATING SUPPORT$7,500
COLUMBIA UNIVERSITY
213 LOW LIBRARY 535 W 116TH STNEW YORKNY10027PCGENERAL OPERATING SUPPORT$7,500
COLUMBIA UNIVERSITY
213 LOW LIBRARY 535 W 116TH STNEW YORKNY10027PCGENERAL OPERATING SUPPORT$138,959
COLUMBUS HOUSE
586 ELLA T GRASSO BLVDNEW HAVENCT06519PCGENERAL OPERATING SUPPORT$10,000
COMMITTEE FOR HUMAN RIGHTS IN NORTH KOREA
1801 F STREET NW SUITE 305WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$250,000
COMMITTEE ON CAPITAL MARKETS REGULATION INC
134 MOUNT AUBURN STCAMBRIDGEMA02138PCGENERAL OPERATING SUPPORT$200,000
COMMUNITY FOUNDATION OF GREATER GREENSBORO
330 S GREENE ST STE 100GREENSBORONC27401PCGENERAL OPERATING SUPPORT$1,500
COMMUNITY FOUNDATION OF GREATER GREENSBORO
330 S GREENE ST STE 100GREENSBORONC27401PCGENERAL OPERATING SUPPORT$2,500
CONNECTICUT AUDUBON SOCIETY INC
2325 BURR STFAIRFIELDCT06824PCGENERAL OPERATING SUPPORT$13,000
CONNECTICUT AUDUBON SOCIETY INC
2325 BURR STFAIRFIELDCT06824PCGENERAL OPERATING SUPPORT$13,000
CONNECTICUT BASEBALL CLUB INC
230 PLEASANT VIEW AVEBRISTOLCT06010PCGENERAL OPERATING SUPPORT$4,000
COUNCIL ON FOREIGN RELATIONS INC
1777 F ST NWWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$166,032
COUNCIL ON FOREIGN RELATIONS INC
1777 F ST NWWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$80,000
COUNCIL ON FOREIGN RELATIONS INC
1777 F ST NWWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$100,000
COUNCIL ON FOREIGN RELATIONS INC
1777 F ST NWWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$60,000
COUNCIL ON STRATEGIC RISKS
1025 CONNECTICUT AVE NW STE 1000WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$150,000
COVENANT HOUSE WASHINGTON DC
2001 MISSISSIPPI AVE SEWASHINGTONDC20020PCGENERAL OPERATING SUPPORT$4,000
CYSTIC FIBROSIS FOUNDATION
4550 MONTGOMERY AVE STE 1100BETHESDAMD20814PCGENERAL OPERATING SUPPORT$50,000
DARTMOUTH COLLEGE
6016 MCNUTT HALL DARTMOUTH COLLEGEHANOVERNH03755PCGENERAL OPERATING SUPPORT$92,812
DARTMOUTH COLLEGE
6016 MCNUTT HALL DARTMOUTH COLLEGEHANOVERNH03755PCGENERAL OPERATING SUPPORT$8,000
DAVIDSON COLLEGE
405 N MAIN STDAVIDSONNC28036PCGENERAL OPERATING SUPPORT$22,500
DELAWARE ORNITHOLOGICAL SOCIETY
PO BOX 4247GREENVILLEDE19807PCGENERAL OPERATING SUPPORT$1,000
DELAWARE ORNITHOLOGICAL SOCIETY
PO BOX 4247GREENVILLEDE19807PCGENERAL OPERATING SUPPORT$1,000
DUKE UNIVERSITY
614 CHAPEL DRDURHAMNC27708PCGENERAL OPERATING SUPPORT$15,000
ECOHEALTH ALLIANCE
520 EIGHTH AVE STE 1200NEW YORKNY10018PCGENERAL OPERATING SUPPORT$132,970
EDMUND BURKE FOUNDATION INC
600 PENNSYLVANIA AVE NW SWASHINGTONDC20003PCGENERAL OPERATING SUPPORT$10,000
ELECTRIC INFRASTRUCTURE SECURITY COUNCIL INC
1673 MALCOLM AVELOS ANGELESCA90024PCGENERAL OPERATING SUPPORT$220,000
EMP TASK FORCE ON NATIONAL AND HOMELAND SECURITY
300 WINDSWEPT RDMINERALVA23117PCGENERAL OPERATING SUPPORT$149,966
ENABLING PEACE IN IRAQ CENTER
1140 3RD ST NE 2ND FLWASHINGTONDC20002PCGENERAL OPERATING SUPPORT$150,923
ENVIRONMENTAL DEFENSE FUND INC
1875 CONNECTICUT AVE NW SUITE 600WASHINGTONDC20009PCGENERAL OPERATING SUPPORT$2,000
ENVIRONMENTAL FILM FESTIVAL IN THE NATION'S CAPITAL
1800 M ST NW PO BOX 33309WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$10,000
EQUABLE INSTITUTE
1430 BLUE OAKS BLVD SUITE 230ROSEVILLECA95747PCGENERAL OPERATING SUPPORT$140,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STMONTGOMERYAL36104PCGENERAL OPERATING SUPPORT$7,000
FAIRFIELD COUNTY'S COMMUNITY FOUNDATION INC
40 RICHARDS AVENORWALKCT06854PCGENERAL OPERATING SUPPORT$75,000
FAIRFIELD UNIVERSITY
1073 NORTH BENSON RDFAIRFIELDCT06824PCGENERAL OPERATING SUPPORT$20,000
FAMILY SERVICE OF GREENSBORO FOUNDATION INC
902 BONNER DRJAMESTOWNNC27282PCGENERAL OPERATING SUPPORT$1,000
FAMILY SUPPORT NETWORK OF CENTRAL CAROLINA
1200 N ELM STGREENSBORONC27401PCGENERAL OPERATING SUPPORT$1,500
FIDELITY CHARITABLE GIFT FUND
PO BOX 770001CINCINNATIOH45277PCGENERAL OPERATING SUPPORT$70,000
FIRST CHRISTIAN CHURCH
510 E 15TH STDAVENPORTIA52803PCGENERAL OPERATING SUPPORT$5,000
FIRST UNITED METHODIST CHURCH
604 MARKET STREETWILLIAMSPORTPA17701PCGENERAL OPERATING SUPPORT$5,000
FIRST UNITED METHODIST CHURCH
604 MARKET STREETWILLIAMSPORTPA17701PCGENERAL OPERATING SUPPORT$5,000
FOREIGN POLICY RESEARCH INSTITUTE
1528 WALNUT ST STE 610PHILADELPHIAPA19102PCGENERAL OPERATING SUPPORT$95,700
FOREIGN POLICY RESEARCH INSTITUTE
1528 WALNUT ST STE 610PHILADELPHIAPA19102PCGENERAL OPERATING SUPPORT$89,155
FOUNDATION FOR HEARING RESEARCH INC
3518 JEFFERSON AVEREDWOOD CITYCA94062PCGENERAL OPERATING SUPPORT$10,000
FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC
PO BOX 33249WASHINGTONDC20033PCGENERAL OPERATING SUPPORT$100,000
FREEDOOM HOUSE
1850 M ST NW FLOOR 11WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$5,000
FRIENDS OF THE AMERICAN UNIVERSITY OF AFGHANSTAN
1901 PENNSYLVANIA AVE NW STE 207WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$5,000
FRIENDS OF THE AMERICAN UNIVERSITY OF AFGHANSTAN
1901 PENNSYLVANIA AVE NW STE 207WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$2,500
FRIENDS OF THE AMERICAN UNIVERSITY OF AFGHANSTAN
1901 PENNSYLVANIA AVE NW STE 207WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$3,000
GEORGE MASON UNIVERSITY FOUNDATION INC
3434 WASHINGSTON BLVDARLINGTONVA22201PCGENERAL OPERATING SUPPORT$108,707
GEORGE MASON UNIVERSITY FOUNDATION INC
3434 WASHINGSTON BLVDARLINGTONVA22201PCGENERAL OPERATING SUPPORT$74,767
GEORGETOWN UNIVERSITY
37TH AND O STREETS NWWASHINGTONDC20057PCGENERAL OPERATING SUPPORT$7,500
GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION INC
500 D W BROOKS DRATHENSGA30602PCGENERAL OPERATING SUPPORT$251,518
GRAND TETON NATIONAL PARK FOUNDATION
115 E PEARL AVE STE 201JACKSONWY83001PCGENERAL OPERATING SUPPORT$7,500
GRANULOSA CELL TUMOR RESEARCH FOUNDATION
PCGENERAL OPERATING SUPPORT$2,500503-11025 83 AVEEDMONTONNORTH CAROLINACA27408
GREENSBORO CHILDREN'S MUSEUM
220 N CHURCH STGREENSBORONC27401PCGENERAL OPERATING SUPPORT$1,000
GREENSBORO DAY SCHOOL
5401 LAWNDALE DRGREENSBORONC27455PCGENERAL OPERATING SUPPORT$5,000
GREENSBORO DAY SCHOOL
5401 LAWNDALE DRGREENSBORONC27455PCGENERAL OPERATING SUPPORT$15,000
GREENSBORO DAY SCHOOL
5401 LAWNDALE DRGREENSBORONC27455PCGENERAL OPERATING SUPPORT$1,250
GREENSBORO DAY SCHOOL
5401 LAWNDALE DRGREENSBORONC27455PCGENERAL OPERATING SUPPORT$5,000
GREENSBORO DAY SCHOOL
5401 LAWNDALE DRGREENSBORONC27455PCGENERAL OPERATING SUPPORT$10,000
GREENSBORO DAY SCHOOL
5401 LAWNDALE DRGREENSBORONC27455PCGENERAL OPERATING SUPPORT$3,000
HABIB UNIVERSITY FOUNDATION US INC
4 E 27TH STNEW YORKNY10001PCGENERAL OPERATING SUPPORT$5,000
HARVARD UNIVERSITY
1350 MASSACHUSETTS AVECAMBRIDGEMA02138PCGENERAL OPERATING SUPPORT$200,000
HEALING PLACE INC
1020 W MARKET STLOUISVILLEKY40202PCGENERAL OPERATING SUPPORT$1,500
HEART CARE INTERNATIONAL
139 E PUTNAM AVEGREENWICHCT06830PCGENERAL OPERATING SUPPORT$50,000
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242PCGENERAL OPERATING SUPPORT$20,000
HOLY TRINITY EPISCOPAL CHURCH
201 W NORTH STGENESEOIL61254PCGENERAL OPERATING SUPPORT$1,000
HOMES WITH HOPE INC
49 RICHMONDVILLE AVE SUITE 212WESTPORTCT06880PCGENERAL OPERATING SUPPORT$25,000
HOPE ACADEMY
1403 WEST FLORIDA STGREENSBORONC27403PCGENERAL OPERATING SUPPORT$10,000
HUDSON INSTITUTE INC
1201 PENNSYLVANIA AVE NW STE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$150,000
HUDSON INSTITUTE INC
1201 PENNSYLVANIA AVE NW STE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$100,000
HUDSON INSTITUTE INC
1201 PENNSYLVANIA AVE NW STE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$135,000
HUDSON INSTITUTE INC
1201 PENNSYLVANIA AVE NW STE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$140,000
HUDSON INSTITUTE INC
1201 PENNSYLVANIA AVE NW STE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$100,000
INFORMATION TECHNOLOGY AND INNOVATION FOUNDATION
700 K ST NW STE 600WASHINGTONDC20001PCGENERAL OPERATING SUPPORT$107,236
INSTITUTE FOR STATE EFFECTIVENESS
1050 30TH ST NWWASHINGTONDC20007PCGENERAL OPERATING SUPPORT$250,000
INSTITUTE FOR STATE EFFECTIVENESS
1050 30TH ST NWWASHINGTONDC20007PCGENERAL OPERATING SUPPORT$50,000
INSTITUTE FOR STRATEGIC DIALOGUE
2121 K STREET NW STE 600WASHINGTONDC20037PCGENERAL OPERATING SUPPORT$260,000
INSTITUTE FOR THE STUDY OF WAR
1400 16TH ST NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$295,253
INTERACTIVE RESOURCE CENTER INC
407 E WASHINGTON STGREENSBORONC27401PCGENERAL OPERATING SUPPORT$10,000
JAMESTOWN FOUNDATION
1310 L ST NW STE 810WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$41,833
JAMESTOWN FOUNDATION
1310 L ST NW STE 810WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$49,000
JAMESTOWN FOUNDATION
1310 L ST NW STE 810WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$20,534
JOHNS HOPKINS UNIVERSITY
2715 N CHARLES STREETBALTIMOREMD21218PCGENERAL OPERATING SUPPORT$7,500
LAST PRISONER PROJECT
1312 17TH ST 640DENVERCO80202PCGENERAL OPERATING SUPPORT$10,000
MALTA HOUSE INC
5 PROWITT STNORWALKCT06855PCGENERAL OPERATING SUPPORT$10,000
MARTHA'S TABLE
PO BOX 70970WASHINGTONDC20024PCGENERAL OPERATING SUPPORT$4,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVECAMBRIDGEMA02139PCGENERAL OPERATING SUPPORT$233,256
MDRC
200 VESEY ST 23RD FLNEW YORKNY10281PCGENERAL OPERATING SUPPORT$5,000
MDRC
200 VESEY ST 23RD FLNEW YORKNY10281PCGENERAL OPERATING SUPPORT$210,000
MIDDLEBURY COLLEGE
84 SOUTH SERVICE RDMIDDLEBURYVT05753PCGENERAL OPERATING SUPPORT$5,000
MIDDLEBURY INSTITUTE OF INTERNATIONAL STUDIES AT MONTEREY (MIDDLEBURY COLLE
460 PIERCE STREETMONTEREYCA93940PCGENERAL OPERATING SUPPORT$188,935
MILL SERIES AT LAFAYETTE COLLEGE
PO BOX 1269EASTONPA18044PCGENERAL OPERATING SUPPORT$2,000
NATIONAL BUREAU OF ECONOMIC RESEARCH INC
1050 MASSACHUSETTS AVECAMBRIDGEMA02138PCGENERAL OPERATING SUPPORT$131,713
NATIONAL BUREAU OF ECONOMIC RESEARCH INC
1050 MASSACHUSETTS AVECAMBRIDGEMA02138PCGENERAL OPERATING SUPPORT$24,984
NATIONAL INSTITUTE FOR PUBLIC POLICY
9302 LEE HWYFAIRFAXVA22031PCGENERAL OPERATING SUPPORT$49,752
NATIONAL INSTITUTE FOR PUBLIC POLICY
9302 LEE HWYFAIRFAXVA22031PCGENERAL OPERATING SUPPORT$157,328
NATIONAL INSTITUTE FOR PUBLIC POLICY
9302 LEE HWYFAIRFAXVA22031PCGENERAL OPERATING SUPPORT$49,634
NATURAL SCIENCE CENTER OF GREENSBORO INC
4301 LAWNDALE DRGREENSBORONC27455PCGENERAL OPERATING SUPPORT$1,000
NEW AMERICA FOUNDATION
740 15TH ST NW STE 900WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$100,000
NEW AMERICA FOUNDATION
740 15TH ST NW STE 900WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$25,000
NEW AMERICA FOUNDATION
740 15TH ST NW STE 900WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$150,000
NORTH COUNTRY ANIMAL LEAGUE
16 MOUNTAIN VIEW MEADOW RDMORRISVILLEVT05661PCGENERAL OPERATING SUPPORT$2,000
NORTH COUNTRY ANIMAL LEAGUE
16 MOUNTAIN VIEW MEADOW RDMORRISVILLEVT05661PCGENERAL OPERATING SUPPORT$2,000
NORTHWESTERN UNIVERSITY
633 CLARK STREETEVANSTONIL60208PCGENERAL OPERATING SUPPORT$150,000
NORTHWESTERN UNIVERSITY
633 CLARK STREETEVANSTONIL60208PCGENERAL OPERATING SUPPORT$25,000
OPEN MARKETS INSTITUTE
655 15TH ST NWWASHINGTONDC20005PCGENERAL OPERATING SUPPORT$100,000
ORGANIZATION FOR TROPICAL STUDIES INC
408 SWIFT AVEDURHAMNC27705PCGENERAL OPERATING SUPPORT$2,000
ORGANIZATION FOR TROPICAL STUDIES INC
408 SWIFT AVEDURHAMNC27705PCGENERAL OPERATING SUPPORT$2,000
OUT OF THE GARDEN PROJECT
300 NC HIGHWAY 68 SGREENSBORONC27409PCGENERAL OPERATING SUPPORT$10,000
PACIFIC FORUM
1003 BISHOP ST STE 1150HONOLULUHI96813PCGENERAL OPERATING SUPPORT$150,000
PENTAGON FEDERAL CREDIT UNION FOUNDATION
2930 EISENHOWER AVEALEXANDRIAVA22313PCGENERAL OPERATING SUPPORT$20,000
PLAN INTERNATIONAL INC
PCGENERAL OPERATING SUPPORT$1,000DUKE COURT BLOCK ASURREYNORTH CAROLINAUK27408
PLAN INTERNATIONAL USA INC
155 PLAN WAYWARWICKRI02886PCGENERAL OPERATING SUPPORT$1,000
PRINCETON CHURCH OF CHRIST
33 RIVER ROADPRINCETONNJ08540PCGENERAL OPERATING SUPPORT$8,000
PRINCETON UNIVERSITY PRESS
41 WILLIAM STPRINCETONNJ08540SO IGENERAL OPERATING SUPPORT$16,500
PRIORY IN THE USA OF THE MOST VENERABLE ORD OF THE HOSP OF ST JOHN
22101 MOROSS RDDETROITMI48236PCGENERAL OPERATING SUPPORT$2,500
PROJECT 2049 INSTITUTE
2300 CLARENDON BLVD STE 703ARLINGTONVA22201PCGENERAL OPERATING SUPPORT$55,940
PROJECT 2049 INSTITUTE
2300 CLARENDON BLVD STE 703ARLINGTONVA22201PCGENERAL OPERATING SUPPORT$225,000
PROTESTANT EPISCOPAL HIGH SCHOOL IN VIRGINIA
1200 N QUAKER LNALEXANDRIAVA22302PCGENERAL OPERATING SUPPORT$7,500
PROVIDENCE COLLEGE
1 CUNNINGHAM SQUAREPROVIDENCERI02918PCGENERAL OPERATING SUPPORT$3,000
PROVIDENCE COLLEGE
1 CUNNINGHAM SQUAREPROVIDENCERI02918PCGENERAL OPERATING SUPPORT$4,000
RADIO FREE EUROPE RADIO LIBERTY FUND INC
1201 CONNECTICUT AVE NW STE 400WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$16,500
RAINER SCHOLARS
2100 24TH AVE S STE 360SEATTLEWA98144PCGENERAL OPERATING SUPPORT$10,000
RANGELEY LAKES HERITAGE TRUST INC
2424 MAIN STRANGELEYME04970PCGENERAL OPERATING SUPPORT$10,000
REACH PREP INC
1 DOCK STREET STE 100STAMFORDCT06902PCGENERAL OPERATING SUPPORT$10,000
READWORKS INC
PO BOX 24673BROOKLYNNY11202PCGENERAL OPERATING SUPPORT$50,000
RED DOG FARM ANIMAL RESCUE NETWORK
8653 NC HIGHWAY 65STOKESDALENC27357PCGENERAL OPERATING SUPPORT$1,000
RED DOG FARM ANIMAL RESCUE NETWORK
8653 NC HIGHWAY 65STOKESDALENC27357PCGENERAL OPERATING SUPPORT$10,000
REDEEMING LIFE MINISTRIES
7845 PORT TOBACCO RDPORT TOBACCOMD20677PCGENERAL OPERATING SUPPORT$10,000
RESEARCH FOUNDATION OF THE STATE
PO BOX 9ALBANYNY12201PCGENERAL OPERATING SUPPORT$111,295
RESOURCES FOR THE FUTURE INC
1616 P ST NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$250,000
RESTORATION PLACE MINISTRIES INC
PCGENERAL OPERATING SUPPORT$1,00030 IMPERIAL RD S GUELPHONTARIONORTH CAROLINACA27408
ROCKY MOUNTAIN INSTITUTE
1850 M STREET NW STE 280WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$3,000
ROTARY CLUB OF GREENSBORO FOUNDATION INC
330 S GREENE ST STE 304GREENSBORONC27401PCGENERAL OPERATING SUPPORT$1,250
RUTGERS UNIVERSITY
335 GEORGE STREET STE 4000NEW BRUNSWICKNJ08901PCGENERAL OPERATING SUPPORT$90,994
SACRED HEART UNIVERSITY
5151 PARK AVENUEFAIRFIELDCT06825PCGENERAL OPERATING SUPPORT$10,000
SANDY CREEK BAPTIST CHURCH
25450 E SAYLERS CREEK RDJETERSVILLEVA23083PCGENERAL OPERATING SUPPORT$5,000
SECURE WORLD FOUNDATION
525 ZANG ST STE DBROOMFIELDCO80021POFGENERAL OPERATING SUPPORT$54,350
SEED PUBLIC CHARTER SCHOOL OF WASHINGTON DC
4300 C ST SEWASHINGTONDC20019PCGENERAL OPERATING SUPPORT$1,000
SHADY SIDE ACADEMY
423 FOX CHAPEL RDPITTSBURGHPA15238PCGENERAL OPERATING SUPPORT$10,000
SISTERS OF THE HUMILITY OF MARY
820 W CENTRAL PARK AVEDAVENPORTIA52804PCGENERAL OPERATING SUPPORT$4,000
SMALL WARS FOUNDATION
4938 HAMPDEN LNBETHESDAMD20814PCGENERAL OPERATING SUPPORT$100,000
SQUADRON A FOUNDATION
3 W 51 STREETNEW YORKNY10019PCGENERAL OPERATING SUPPORT$2,500
ST BARNABAS EPISCOPAL CHURCH
10345 MONTGOMERY ROADMONTGOMERYOH45242PCGENERAL OPERATING SUPPORT$27,500
TEACHERS COLLEGE COLUMBIA UNIVERSITY
525 WEST 120TH STREETNEW YORKNY10027PCGENERAL OPERATING SUPPORT$200,000
THE ALEXANDER HAMILTON SOCIETY
1875 CONNECTICUT AVE NW STE 10WASHINGTONDC20009PCGENERAL OPERATING SUPPORT$191,000
THE AMERICAN ACADEMY FOR STRATEGIC EDUCATION
28892 MARGUERITE PKWY STE 260MISSION VIEJOCA92692PCGENERAL OPERATING SUPPORT$230,000
THE AMERICAN SOCIETY OF THE MOST VENERABLE ORDER OF THE HOSPITAL OF ST JOHN
22101 MOROSS RDDETROITMI48236PCGENERAL OPERATING SUPPORT$2,500
THE ARAB GULF STATES INSTITUTE IN WASHINGTON
1050 CONNECTICUT AVE NW STE 1060WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$150,000
THE ATLANTIC COUNCIL OF THE UNITED STATES INC
910 17TH ST NWWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$125,000
THE BERKSHIRE TACONIC COMMUNITY
800 N MAIN STSHEFFIELDMA01257PCGENERAL OPERATING SUPPORT$2,500
THE CITY UNIVERSITY OF NEW YORK
205 EAST 42ND STREETNEW YORKNY10017PCGENERAL OPERATING SUPPORT$7,500
THE DUI HUA FOUNDATION
450 SUTTER ST RM 900SAN FRANCISCOCA94108PCGENERAL OPERATING SUPPORT$180,000
THE FOUNDATION FOR DEFENSE OF DEMOCRACIES INC
PO BOX 33249WASHINGTONDC20033PCGENERAL OPERATING SUPPORT$300,000
THE GEORGE WASHINGTON UNIVERSITY
1918 F STREET NWWASHINGTONDC20052PCGENERAL OPERATING SUPPORT$7,500
THE GEORGE WASHINGTON UNIVERSITY
1918 F STREET NWWASHINGTONDC20052PCGENERAL OPERATING SUPPORT$7,500
THE GEORGE WASHINGTON UNIVERSITY
1918 F STREET NWWASHINGTONDC20052PCGENERAL OPERATING SUPPORT$7,500
THE GEORGE WASHINGTON UNIVERSITY
1918 F STREET NWWASHINGTONDC20052PCGENERAL OPERATING SUPPORT$149,991
THE HARTFORD FOUNDATION FOR PUBLIC GIVING
10 COLUMBUS BLVDHARTFORDCT06106PCGENERAL OPERATING SUPPORT$75,000
THE HENRY L STIMSON CENTER
1211 CONNECTICUT AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$225,000
THE INSTITUTE FOR THE STUDY OF WAR
1400 16TH ST NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$30,000
THE INSTITUTE FOR THE STUDY OF WAR
1400 16TH ST NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$10,000
THE JAMESTOWN FOUNDATION
210 LIBERTY STJAMESTOWNPA16134PCGENERAL OPERATING SUPPORT$119,158
THE JAMESTOWN FOUNDATION
210 LIBERTY STJAMESTOWNPA16134PCGENERAL OPERATING SUPPORT$225,000
THE JAMESTOWN FOUNDATION
210 LIBERTY STJAMESTOWNPA16134PCGENERAL OPERATING SUPPORT$132,005
THE NATIONAL CAMPAIGN TO PREVENT TEEN PREGNANCY
1776 MASSACHUSETTS AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$2,000
THE NONPROLIFERATION POLICY EDUCATION CENTER
1600 WILSON BLVD STE 640ARLINGTONVA22209PCGENERAL OPERATING SUPPORT$175,000
THE NONPROLIFERATION POLICY EDUCATION CENTER
1600 WILSON BLVD STE 640ARLINGTONVA22209PCGENERAL OPERATING SUPPORT$25,000
THE PETEY GREEN PROGRAM INC
22 STOCKTON STPRINCETONNJ08540PCGENERAL OPERATING SUPPORT$5,000
THE RAND CORPORATION
2070 N RAND RDPALATINEIL60074PCGENERAL OPERATING SUPPORT$7,500
THE RAND CORPORATION
2070 N RAND RDPALATINEIL60074PCGENERAL OPERATING SUPPORT$5,000
THE UNIVERSITY OF TENNESSEE
1502 CUMBERLAND AVE STE 282KNOXVILLETN37996PCGENERAL OPERATING SUPPORT$200,000
THE UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVEAUSTINTX78705PCGENERAL OPERATING SUPPORT$7,500
THE UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVEAUSTINTX78705PCGENERAL OPERATING SUPPORT$47,852
THE UNIVERSITY OF TEXAS AT AUSTIN (CLEMENTS CENTER FOR NATIONAL SECURITY)
2304 WHITIS AVEAUSTINTX78712PCGENERAL OPERATING SUPPORT$150,000
THE VOLCKER ALLIANCE
39 BROADWAY STE 1930NEW YORKNY10006PCGENERAL OPERATING SUPPORT$300,000
THE WASHINGTON INSTITUTE FOR NEAR EAST POLICY
1111 19TH ST NW STE 500WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$58,840
THE WISCONSIN PROJECT ON NUCLEAR ARMS CONTROL
1701 K STREET NW STE 805WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$150,000
THOMAS B FORDHAM INSTITUTE
1016 16TH ST NW 8TH FLWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$75,000
TRINITY EPISCOPAL CHURCH
121 W 12TH STDAVENPORTIA52803PCGENERAL OPERATING SUPPORT$7,500
TUFTS UNIVERSITY
419 BOSTON AVEMEDFORDMA02155PCGENERAL OPERATING SUPPORT$7,500
TUFTS UNIVERSITY
419 BOSTON AVEMEDFORDMA02155PCGENERAL OPERATING SUPPORT$7,500
TUFTS UNIVERSITY
419 BOSTON AVEMEDFORDMA02155PCGENERAL OPERATING SUPPORT$25,000
TUFTS UNIVERSITY
419 BOSTON AVEMEDFORDMA02155PCGENERAL OPERATING SUPPORT$96,318
TUFTS UNIVERSITY
419 BOSTON AVEMEDFORDMA02155PCGENERAL OPERATING SUPPORT$60,000
TULANE UNIVERSITY
6823 ST CHARLES AVENUENEW ORLEANSLA70118PCGENERAL OPERATING SUPPORT$49,500
UNITED STATES NAVAL INSTITUTE
291 WOOD RDANNAPOLISMD21402PCGENERAL OPERATING SUPPORT$20,000
UNIVERSITY OF CALIFORNIA AT LOS ANGELES
405 HILGARD AVELOS ANGELESCA90095PCGENERAL OPERATING SUPPORT$139,939
UNIVERSITY OF CALIFORNIA BERKELEY
101 SPROUL HALL 4206BERKELEYCA94720PCGENERAL OPERATING SUPPORT$200,000
UNIVERSITY OF CALIFORNIA IRVINE
A311 STUDENT CENTERIRVINECA92697PCGENERAL OPERATING SUPPORT$319,179
UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVELA JOLLACA92093PCGENERAL OPERATING SUPPORT$7,500
UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVELA JOLLACA92093PCGENERAL OPERATING SUPPORT$100,000
UNIVERSITY OF CHICAGO CRIME AND EDUCATION LAB
5801 S ELLIS AVECHICAGOIL60637PCGENERAL OPERATING SUPPORT$64,044
UNIVERSITY OF CONNECTICUT
343 MANSFIELD RD UNIT 1074STORRSCT06269PCGENERAL OPERATING SUPPORT$57,712
UNIVERSITY OF MARYLAND FOUNDATION INC
701 EAST PRATT STBALTIMOREMD21202PCGENERAL OPERATING SUPPORT$50,000
UNIVERSITY OF MICHIGAN
500 S STATE STANN ARBORMI48109PCGENERAL OPERATING SUPPORT$100,000
UNIVERSITY OF NORTH CAROLINA ARTS AND SCIENCES FOUNDATION
523 E FRANKLIN STCHAPEL HILLNC27514PCGENERAL OPERATING SUPPORT$2,000
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
130 MASON FARM RDCHAPEL HILLNC27599PCGENERAL OPERATING SUPPORT$4,000
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
130 MASON FARM RDCHAPEL HILLNC27599PCGENERAL OPERATING SUPPORT$7,500
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
130 MASON FARM RDCHAPEL HILLNC27599PCGENERAL OPERATING SUPPORT$10,000
UNIVERSITY OF NOTRE DAME
100 CAMPUS DISTRIBUTION CENTERNOTRE DAMEIN46556PCGENERAL OPERATING SUPPORT$199,414
UNIVERSITY OF NOTRE DAME
100 CAMPUS DISTRIBUTION CENTERNOTRE DAMEIN46556PCGENERAL OPERATING SUPPORT$60,000
UNIVERSITY OF OXFORD
PCGENERAL OPERATING SUPPORT$7,500OXFORD OX1OXFORDNORTH CAROLINAUK27408
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STPHILADELPHIAPA19104PCGENERAL OPERATING SUPPORT$249,867
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STPHILADELPHIAPA19104PCGENERAL OPERATING SUPPORT$9,006
UNIVERSITY OF ROCHESTER
500 JOSEPH C WILSON BOULEVARDROCHESTERNY14627PCGENERAL OPERATING SUPPORT$7,500
UNIVERSITY OF ROCHESTER
500 JOSEPH C WILSON BOULEVARDROCHESTERNY14627PCGENERAL OPERATING SUPPORT$78,681
UNIVERSITY OF SOUTH CAROLINA RESEARCH FOUNDATION
915 BULL STREET SUITE 202COLUMBIASC29208SO IIGENERAL OPERATING SUPPORT$60,000
UNIVERSITY OF VIRGINIA
1827 UNIVERSITY AVENUECHARLOTTESVILLEVA22903PCGENERAL OPERATING SUPPORT$50,000
UNIVERSITY OF WASHINGTON
1400 NE CAMPUS PARKWAYSEATTLEWA98195PCGENERAL OPERATING SUPPORT$150,000
UNIVERSITY OF WISCONSIN AT MADISON
500 LINCOLN DRIVEMADISONWI53706PCGENERAL OPERATING SUPPORT$124,559
URBAN IMPACT OF BLACK ROCK INCORPORATED
2106 AVALON DRIVESHELTONCT06484PCGENERAL OPERATING SUPPORT$10,000
URBAN INSTITUTE
500 LENFANT PLAZA SWWASHINGTONDC20024PCGENERAL OPERATING SUPPORT$250,000
URBAN INSTITUTE
500 LENFANT PLAZA SWWASHINGTONDC20024PCGENERAL OPERATING SUPPORT$150,000
VERMONT CENTER FOR ECOSTUDIES INC
20 PALMER COURTWHITE RIVER JUNCTIONVT05001PCGENERAL OPERATING SUPPORT$1,000
VERMONT CENTER FOR ECOSTUDIES INC
20 PALMER COURTWHITE RIVER JUNCTIONVT05001PCGENERAL OPERATING SUPPORT$1,000
VOLUNTEERS OF AMERICA MID STATES
570 S 4TH STREETLOUISVILLEKY40202PCGENERAL OPERATING SUPPORT$1,500
W E UPJOHN INSTITUTE FOR EMPLOYMENT RESEARCH
300 S WESTNEDGE AVENUEKALAMAZOOMI49007PCGENERAL OPERATING SUPPORT$125,000
W E UPJOHN INSTITUTE FOR EMPLOYMENT RESEARCH
300 S WESTNEDGE AVENUEKALAMAZOOMI49007PCGENERAL OPERATING SUPPORT$84,600
WESTMINSTER SCHOOL INC
995 HOPMEADOW STSIMSBURYCT06070PCGENERAL OPERATING SUPPORT$10,000
WESTOVER PRESBYTERIAN CHURCH INC
505 MUIRS CHAPEL ROADGREENSBORONC27410PCGENERAL OPERATING SUPPORT$35,000
WINSTON PREPARATORY SCHOOL
126 W 17TH STREETNEW YORKNY10011PCGENERAL OPERATING SUPPORT$20,000
WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS
1300 PENNSYLVANIA AVENUE NWWASHINGTONDC20004PCGENERAL OPERATING SUPPORT$150,000
YALE NEW HAVEN HOSPITAL
20 YORK STREETNEW HAVENCT06510PCGENERAL OPERATING SUPPORT$10,000
YALE UNIVERSITY
PO BOX 208229NEW HAVENCT06520PCGENERAL OPERATING SUPPORT$2,500
YALE UNIVERSITY
PO BOX 208229NEW HAVENCT06520PCGENERAL OPERATING SUPPORT$2,500
GJRTT FAMILY GRANTS PROGRAM
800 GREEN VALLEY ROAD STE 203GREENSBORONC27408PCGENERAL OPERATING SUPPORT$250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,450,943TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (55 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADAM J LEWIS ACADEMY
500 STATE STREETBRIDGEPORTCT06604PCGENERAL OPERATING SUPPORT$50,000
AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH
1789 MASSACHUSETTS AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$200,000
AMERICAN FOREIGN POLICY COUNCIL
509 C STREET NEWASHINGTONDC20002PCGENERAL OPERATING SUPPORT$400,000
AMERICAN INSTITUTES FOR RESEARCH
101 CONNER DR STE 301CHAPEL HILLNC27514PCGENERAL OPERATING SUPPORT$251,582
ANGELO STATE UNIVERSITY
2601 W AVENUE NSAN ANGELOTX76909PCGENERAL OPERATING SUPPORT$134,635
ATLANTIC COUNCIL OF THE UNITED STATES INC
910 17TH ST NWWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$150,000
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$250,000
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$150,000
CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE
1779 MASSACHUSETTS AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$50,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$80,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$75,000
CENTER FOR STRATEGIC AND INTERNATIONAL STUDIES INC
1616 RHODE ISLAND AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$100,000
CLAREMONT MCKENNA COLLEGE
888 COLUMBIA AVENUECLAREMONTCA91711PCGENERAL OPERATING SUPPORT$140,583
COLUMBIA UNIVERSITY
116TH ST BROADWAYNEW YORKNY10027PCGENERAL OPERATING SUPPORT$130,000
COMMITTEE FOR HUMAN RIGHTS IN NORTH KOREA
1801 F STREET NW SUITE 305WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$200,000
COUNCIL ON FOREIGN RELATIONS INC
1777 F ST NWWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$173,968
COUNCIL ON FOREIGN RELATIONS INC
1777 F ST NWWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$50,000
COUNCIL ON STRATEGIC RISKS
1025 CONNETICUT AVENUE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$50,000
DARTMOUTH COLLEGE
6016 MCNUTT HALLHANOVERNH03755PCGENERAL OPERATING SUPPORT$96,305
EMP TASK FORCE ON NATIONAL AND HOMELAND SECURITY
300 WINDSWEPT RDMINERALVA23117PCGENERAL OPERATING SUPPORT$149,966
FAMILY SUPPORT NETWORK OF CENTRAL CAROLINA
1200 N ELM STGREENSBORONC27401PCGENERAL OPERATING SUPPORT$10,000
FOREIGN POLICY RESEARCH INSTITUTE
1528 WALNUT ST STE 610PHILADELPHIAPA19102PCGENERAL OPERATING SUPPORT$89,155
GEORGIA STATE UNIVERSITY RESEARCH FOUNDATION INC
500 D W BROOKS DRATHENSGA30602PCGENERAL OPERATING SUPPORT$245,786
HARVARD UNIVERSITY
1350 MASSACHUSETTS AVECAMBRIDGEMA02138PCGENERAL OPERATING SUPPORT$200,000
HOMES WITH HOPE INC
49 RICHMONDVILLE AVE SUITE 212WESTPORTCT06880PCGENERAL OPERATING SUPPORT$25,000
HUDSON INSTITUTE INC
1201 PENNSYLVANIA AVE NW STE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$100,000
HUDSON INSTITUTE INC
1201 PENNSYLVANIA AVE NW STE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$135,000
HUDSON INSTITUTE INC
1201 PENNSYLVANIA AVE NW STE 400WASHINGTONDC20004PCGENERAL OPERATING SUPPORT$50,000
MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVECAMBRIDGEMA02139PCGENERAL OPERATING SUPPORT$266,385
NATIONAL BUREAU OF ECONOMIC RESEARCH INC
1050 MASSACHUSETTS AVECAMBRIDGEMA02138PCGENERAL OPERATING SUPPORT$125,000
OPEN MARKETS INSTITUTE
655 15TH ST NWWASHINGTONDC20005PCGENERAL OPERATING SUPPORT$50,000
PACIFIC FORUM
1003 BISHOP ST STE 1150HONOLULUHI96813PCGENERAL OPERATING SUPPORT$150,000
PHILANTHROPY ROUNDTABLE
1120 20TH ST NW STE 550WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$25,000
PROJECT 2049 INSTITUTE
2300 CLARENDON BLVD STE 703ARLINGTONVA22201PCGENERAL OPERATING SUPPORT$50,000
RESEARCH FOUNDATION OF THE STATE
PO BOX 9ALBANYNY12201PCGENERAL OPERATING SUPPORT$100,388
RESOURCES FOR THE FUTURE INC
1616 P ST NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$250,000
SMALL WARS FOUNDATION
4938 HAMPDEN LNBETHESDAMD20814PCGENERAL OPERATING SUPPORT$100,000
THE ALEXANDER HAMILTON SOCIETY
1875 CONNECTICUT AVE NW STE 10WASHINGTONDC20009PCGENERAL OPERATING SUPPORT$161,000
THE ARAB GULF STATES INSTITUTE IN WASHINGTON
1050 CONNECTICUT AVE NW STE 1060WASHINGTONDC20036PCGENERAL OPERATING SUPPORT$50,000
THE ATLANTIC COUNCIL OF THE UNITED STATES INC
910 17TH ST NWWASHINGTONDC20006PCGENERAL OPERATING SUPPORT$50,000
THE DUI HUA FOUNDATION
450 SUTTER ST RM 900SAN FRANCISCOCA94108PCGENERAL OPERATING SUPPORT$180,000
THE FOUNDATION FOR DEFENSE OF DEMOCRACIES INC
PO BOX 33249WASHINGTONDC20033PCGENERAL OPERATING SUPPORT$300,000
THE HENRY L STIMSON CENTER
1211 CONNECTICUT AVE NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$50,000
THE JAMESTOWN FOUNDATION
1310 L ST NW STE 810WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$119,158
THE JAMESTOWN FOUNDATION
1310 L ST NW STE 810WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$225,000
THE WISCONSIN PROJECT ON NUCLEAR ARMS CONTROL
1701 K STREET NW STE 805WASHINGTONDC20006PCGENERAL OPERATING SUPPORT$150,000
TUFTS UNIVERSITY
419 BOSTON AVEMEDFORDMA02155PCGENERAL OPERATING SUPPORT$103,682
UNIVERSITY OF CALIFORNIA BERKELEY
101 SPROUL HALL 4206BERKELEYCA94720PCGENERAL OPERATING SUPPORT$200,000
UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVELA JOLLACA92093PCGENERAL OPERATING SUPPORT$75,000
UNIVERSITY OF CHICAGO
1427 EAST 60TH STCHICAGOIL60637PCGENERAL OPERATING SUPPORT$400,000
UNIVERSITY OF NOTRE DAME
100 CAMPUS DISTRIBUTION CENTERNOTRE DAMEIN46556PCGENERAL OPERATING SUPPORT$200,586
UNIVERSITY OF ROCHESTER
500 JOSEPH C WILSON BLVDROCHESTERNY14627PCGENERAL OPERATING SUPPORT$81,093
UNIVESITY OF NORTH CAROLINA AT CHAPEL HILL
130 MASON FARM RDCHAPEL HILLNC27599PCGENERAL OPERATING SUPPORT$60,000
W E UPJOHN INSTITUTE FOR EMPLOYMENT RESEARCH
222 S WESTNEDGE AVEKALAMAZOOMI49007PCGENERAL OPERATING SUPPORT$102,700
WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS
1300 PENNSYLVANIA AVE NWWASHINGTONDC20004PCGENERAL OPERATING SUPPORT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$7,386,972TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,387ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business900000BusinessCd
Unrelated Business Taxbl Incm$17,355UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$5,257,392ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business900000BusinessCd
Unrelated Business Taxbl Incm$64,209UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$24,297,809ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (8 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
EQUITY IN PARTNERSHIP INCOME(LOSS)900000$716,73014$28,191,035
EQUITY IN INC(LOSS) OF SRF PROPERTIES I (501(A) REAL EST. HOLDING COMPANY)14$1,211,748
EQUITY IN INC(LOSS) OF SRF PROPERTIES II (501(A) REAL EST. HOLDING COMPANY)14-$65,463
EQUITY IN INC(LOSS) OF SRF PROPERTIES III (501(A) REAL EST. HOLDING COMPANY)14$360,390
UNREALIZED GAIN/(LOSS)14$33,944
GRANTS RETURNED (SEE STMT D)14$304,089
GRANTS CANCELLED (SEE STMT D)14$100,000
MISCELLANEOUS INCOME/(LOSS)14$16

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$798,294UnrelatedBusinessTaxblIncmAmt
Exclusion$59,693,347ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$60,491,641TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1701 GREEN VALLEY ROAD SUITE 306AddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP274087096ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,436,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryRSM US LLPCategoryTxt
Amt$92,183Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$92,183DisbursementsCharitablePrpsAmt

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionFOUNDATION TRUSTEES HEREBY ELECT UNDER TREASURY REGULATION SECTION 53.4942(A)-3(D)(2) TO TREAT $2,436,000 OF GRANTS MADE IN 2020 AS A DISTRIBUTION FROM CORPUS.ElectionDesc

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtVerificationVerificationDt
AMERICAN ACADEMY FOR STRATEGIC EDUCATION
200 M ST NW SUITE 760WASHINGTONDC200122020-07-15$230,000OUR GRANT IS INTENDED TO HELP FUND THE EDUCATIONAL ACTIVITIES DIRECTLY PERFORMED AND CARRIED OUT BY AASE. THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3).$230,000NO6/4/212021-06-04
SECURE WORLD FOUNDATION
525 ZANG ST SUITE DBROOMFIELDCO800212020-08-24$54,350OUR GRANT IS INTENDED TO HELP FUND THE EDUCATIONAL ACTIVITIES DIRECTLY PERFORMED AND CARRIED OUT BY SECURE WORLD FOUNDATION. THIS GRANT MUST ONLY BE EXPENDED FOR YOUR DIRECT EDUCATIONAL ACTIVITIES OR OTHER CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES, OR RELIGIOUS NEEDS AS DEFINED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).$54,350NO12/31/212021-12-31
GRACE JONES RICHARDSON TESTAMENTARY TRUST
800 GREEN VALLEY ROAD SUITE 203GREENSBORONC274082020-07-15$250,000OUR GRANT IS FOR THE GENERAL GRANT MAKING SUPPORT OF GRACE JONES RICHARDSON TESTAMENTARY TRUST AND MUST BE EXPENDED FOR CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL PURPOSES OR RELIGIOUS NEEDS AS DEFINED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).$250,000NO7/15/202021-12-31

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
PARTNERSHIP EQUITYFMV$545,231,649$545,231,649
MUTUAL FUNDSFMV$806,551$806,551

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NEXSEN PRUET LEGAL FEES$12,920$0$12,920
BROOKS PIERCE LEGAL FEES$25,850$0$25,850

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
OTHER RECEIVABLES$33,245$300,801$300,801
REFUNDABLE EXCISE TAX$550,000$0$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$4,759$0$4,759
CONSULTING FEES$106,068$0$106,068
DUES & SUBSCRIPTIONS$6,052$0$6,052
FURNITURE RENTAL$11,287$0$11,287
INSURANCE$126,740$0$123,839
MAINTENANCE$84,075$0$93,001
OFFICE SUPPLIES$41,806$0$41,806
POSTAGE$8,856$0$8,856
TELEPHONE$59,022$0$59,022
UTILITIES$15,192$0$15,192
MISCELLANEOUS EXPENSE$1,000$0$1,000
PENALTIES$1,797$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (9 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmtRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME FROM MOORINGS CAPITAL LLC$4,553,284
EQUITY IN PARTNERSHIP INCOME(LOSS)$28,907,765$28,191,035
EQUITY IN INC(LOSS) OF SRF PROPERTIES I (501(A) REAL EST. HOLDING COMPANY)$1,211,748$1,211,748
EQUITY IN INC(LOSS) OF SRF PROPERTIES II (501(A) REAL EST. HOLDING COMPANY)-$65,463-$65,463
EQUITY IN INC(LOSS) OF SRF PROPERTIES III (501(A) REAL EST. HOLDING COMPANY)$360,390$360,390
UNREALIZED GAIN/(LOSS)$33,944$33,944
GRANTS RETURNED (SEE STMT D)$304,089$304,089
GRANTS CANCELLED (SEE STMT D)$100,000$100,000
MISCELLANEOUS INCOME/(LOSS)$16$16

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED EXCISE TAX$1,580,000$2,117,000
GRANTS PAYABLE TO SRF I, SRF II, AND SRF III$0$1,626,051

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CUSTODIAN FEES$64$64$0
EQUITY IN PSHP INCOME(LOSS): INVESTMENT EXPENSES (K-1'S)$0$5,748,789$0
COMPUTER CONSULTING$151,364$0$148,941
OTHER PROFESSIONAL FEES$237,403$0$237,403

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$122,194$0$122,194
DEFERRED FEDERAL EXCISE TAX BENEFIT$3,460,189$0$0
OTHER TAXES & LICENSES$19,414$0$19,414

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINDescDescAmtAmt
MOORINGS CAPITAL LLC
701 GREEN VALLEY ROAD SUITE 306GREENSBORONC27408562280118CASH DISTRIBUTION AS SHOWN ON 2020 SCHEDULE K-1 RCVD FROM PARTNERSHIP.$23,599,997
MOORINGS CAPITAL LLC
701 GREEN VALLEY ROAD SUITE 306GREENSBORONC27408562280118REIMBURSEMENT FOR SERVICES PROVIDED TO MOORINGS CAPITAL, LLC.$0
FieldValueIRS element (for citing)
Total$49,511,067TotalAmt

Transfers To Controlled Entities TransfersToControlledEntities

Transfers To Controlled Ent TransfersToControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MOORINGS CAPITAL LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 GREEN VALLEY ROAD SUITE 306AddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27408ZIPCd
FieldValueIRS element (for citing)
EIN562280118EIN
DescCAPITAL CONTRIBUTION TO MOORINGS CAPITAL LLC AS SHOWN ON 2020 K-1 RCVD FROM PARTNERSHIP.Desc
Amt$23,599,997Amt
FieldValueIRS element (for citing)
Total$23,599,997TotalAmt