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SURDNA FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SURDNA FOUNDATION INC (EIN 13-6108163)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-05-14
IRS object ID
202031359349100408
Schema version
2018v3.3
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)
Return2020-05-14T08:27:56-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100175001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136108163EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SURDNA FOUNDATION INCBusinessNameLine1Txt
Business Name Line2ATT MARC DE VENOGEBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% MATTHEW WALEGIR CONTROLLERInCareOfNm
Business Name ControlSURDBusinessNameControlTxt
Phone2125570010PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 MADISON AVENUE FL 25AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARC DE VENOGEPersonNm
Person Titlevp finance & admin.PersonTitleTxt
Phone2125570010PhoneNum
Signature2020-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPaul HammerschmidtPreparerPersonNm
PTINP01384178PTIN
Phone2128858000PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,028,564,578FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$747,680InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$747,680InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,607,018DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,891,681DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$21,609,042NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$137,789,245GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$22,346,016CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$67,484,832OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$8,528,120OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$50,230,488TotalRevAndExpnssAmt
Total Net Invst Incm$48,513,497TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,574,200CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$131,774CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$2,354,576CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,460,924OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,460,924OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,252,829PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$27,957PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$1,206,234PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$172,056LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$44,590LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$127,466LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$106,694AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$25,597AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$81,097AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,415,240OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,097,834OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,317,406OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$346,041TaxesRevAndExpnssAmt
Taxes Net Invst Incm$501,098TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$250,807DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss$903,994OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$903,994OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$676,946TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$676,946TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$54,590PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$54,590PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$675,888OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12,029,328OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$675,888OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,890,209TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,858,178TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,859,121TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$36,619,194ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$41,343,491ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$49,509,403TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,858,178TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$50,202,612TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$721,085ExcessRevenueOverExpensesAmt
Net Investment Income$32,655,319NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$34,556,388SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$21,816,972SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$21,816,972SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$134,238PrepaidExpensesBOYAmt
Prepaid Expenses EOY$149,277PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$149,277PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$1,040,704USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,041,408USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,041,408USGovtObligationsEOYFMVAmt
Corporate Stock BOY$51,418,553CorporateStockBOYAmt
Corporate Stock EOY$63,039,346CorporateStockEOYAmt
Corporate Stock EOYFMV$63,039,346CorporateStockEOYFMVAmt
Other Investments BOY$937,872,621OtherInvestmentsBOYAmt
Other Investments EOY$921,024,896OtherInvestmentsEOYAmt
Other Investments EOYFMV$921,024,896OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$3,165,093LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$460,253LandBldgEquipAccumDeprecAmt
Land BOY$2,867,670LandBOYAmt
Land EOY$2,704,840LandEOYAmt
Land EOYFMV$2,704,840LandEOYFMVAmt
Other Assets BOY$13,418,112OtherAssetsBOYAmt
Other Assets EOY$18,787,839OtherAssetsEOYAmt
Other Assets EOYFMV$18,787,839OtherAssetsEOYFMVAmt
Total Assets BOY$1,041,308,286TotalAssetsBOYAmt
Total Assets EOY$1,028,564,578TotalAssetsEOYAmt
Total Assets EOYFMV$1,028,564,578TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,841,397AccountsPayableBOYAmt
Accounts Payable EOY$1,993,988AccountsPayableEOYAmt
Grants Payable BOY$28,488,710GrantsPayableBOYAmt
Grants Payable EOY$23,504,638GrantsPayableEOYAmt
Total Liabilities BOY$30,330,107TotalLiabilitiesBOYAmt
Total Liabilities EOY$25,498,626TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,010,978,179UnrestrictedBOYAmt
Unrestricted EOY$1,003,065,952UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,010,978,179TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,003,065,952TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,041,308,286TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,028,564,578TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,010,978,179TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$721,085ExcessRevenueOverExpensesAmt
Subtotal$1,011,699,264SubtotalAmt
Other Decreases$8,633,312OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,003,065,952TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SALE OF PUBLICLY TRADED SECURITIES$111,987,573$115,443,229-$3,455,656-$3,455,656
NET CAPITAL GAIN FROM PARTNERSHIPS$25,801,672$25,801,672$25,801,672
FieldValueIRS element (for citing)
Capital Gain Net Income$22,346,016CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$50,477,411AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,009,801,186NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049987DistributionYr1Rt
Adjusted Qlfy Distri Yr2$48,203,643AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$956,120,769NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050416DistributionYr2Rt
Adjusted Qlfy Distri Yr3$47,688,415AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$936,709,499NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050911DistributionYr3Rt
Adjusted Qlfy Distri Yr4$43,921,076AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$999,233,846NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043955DistributionYr4Rt
Adjusted Qlfy Distri Yr5$47,409,793AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$946,120,213NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.05011DistributionYr5Rt
Total Distribution0.245379TotalDistributionRt
Average Distribution0.049076AverageDistributionRt
Net Vl Noncharitable Assets$989,839,536NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$48,577,365AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$326,553NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$48,903,918AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$50,867,351QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$326,553InvestmentIncomeExciseTaxAmt
Subtotal$326,553SubtotalAmt
Tax Based On Investment Income$326,553TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,762,237EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,762,237TotalPaymentsAndCreditsAmt
Overpayment$1,435,684OverpaymentAmt
Applied To ES Tax$1,435,684AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.SURDNA.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MATTHEW WALEGIR CONTROLLERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2125570010PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 MADISON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (24 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DONALD CHEN FROM 1118
200 MADISON AVENUE FL 25NEW YORKNY10016PRESIDENT/CEO40.0$332,769$63,111$0
PHILLIP HENDERSON thru 918
200 MADISON AVENUE FL 25NEW YORKNY10016PRESIDENT40.0$309,526$46,585$0
MARC DE VENOGE
200 MADISON AVENUE FL 25NEW YORKNY10016VP FINANCE AND ADMINISTRATION40.0$439,248$93,190$0
ELIZABETH FADER
200 MADISON AVENUE FL 25NEW YORKNY10016VP PROGRAMS40.0$310,655$51,838$0
LETICIA PEGUERO thru 119
200 MADISON AVENUE FL 25NEW YORKNY10016EXECUTIVE DIRECTOR40.0$133,821$30,604$0
JONATHAN GOLDBERG
200 MADISON AVENUE FL 25NEW YORKNY10016DIR. OF LEARNING & GRANT OPER.40.0$234,531$55,796$0
FRANCISCO TORRES-CAMPOS
200 MADISON AVENUE FL 25NEW YORKNY10016PROGRAM DIR. THRIVING CULTURES40.0$186,300$36,841$0
HELEN CHIN
200 MADISON AVENUE FL 25NEW YORKNY10016PRGM DIR -SUSTAINABLE ENVIRON.40.0$193,163$56,958$0
SHUAIB SIDDIQUI
200 MADISON AVENUE FL 25NEW YORKNY10016DIR. OF MISSION RELATED INVEST40.0$202,550$38,828$0
MANUELA ARCINIEGAS
200 MADISON AVENUE FL 25NEW YORKNY10016PROGRAM DIRECTOR40.0$118,368$47,437$0
MEKAELIA DAVIS FROM 1118
200 MADISON AVENUE FL 25NEW YORKNY10016PROGRAM DIR - INCLUSIVE ECONO.40.0$113,269$28,114$0
PETER B BENEDICT II
200 MADISON AVENUE FL 25NEW YORKNY10016CHAIRPERSON1.0$0$0$0
CARRA COTE-ACKAH
200 MADISON AVENUE FL 25NEW YORKNY10016VICE CHAIRPERSON1.0$0$0$0
PETER C VOORHEES
200 MADISON AVENUE FL 25NEW YORKNY10016TREASURER/SECRETARY1.0$0$0$0
BRUCE ABERNETHY
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
JUDY BELK
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
CAITLIN BOGER-HAWKINS
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
JOCELYN DOWNIE
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
CAMERON GRIFFITH
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
KELLY D NOWLIN
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
TRACY PALANDJIAN
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
MICHAEL S SPENSLEY
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
TIMOTHY D THORPE
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
GWEN WALDEN
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
MATTHEW WALEGIR
200 MADISON AVENUE FL 25NEW YORKNY10016CONTROLLER40.0$155,000$52,390$0
ALISON CORWIN
200 MADISON AVENUE FL 25NEW YORKNY10016PROGRAM OFFICER40.0$134,550$30,073$0
PATRICE GREEN
200 MADISON AVENUE FL 25NEW YORKNY10016PROGRAM OFFICER40.0$134,025$30,263$0
JOSHUA ELLIOTT
200 MADISON AVENUE FL 25NEW YORKNY10016HR MANAGER40.0$105,000$26,527$0
JESSICA GARZ THRU 918
200 MADISON AVENUE FL 25NEW YORKNY10016PROGRAM OFFICER40.0$100,007$25,928$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k10OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
CAMBRIDGE ASSOCIATES
100 SUMMER STREETBOSTONMA02110INVESTMENT CONSULT.$1,774,096
THE NORTHERN TRUST COMPANY
50 S LASALLE STREETCHICAGOIL60675CUSTODIAL BANK$483,998
SILCHESTER
INVESTMENT MGMT.$256,2031 BURTON STREETLONDONUKW1J 6TL
SANDS CAPITAL MANAGEMENT
1101 WILSON BOULEVARD SUITE 2300ARLINGTONVA22209INVESTMENT MGMT.$203,924
TAMMY DOWLEY-BLACKMAN GROUP LLC
714 SOUTH WOLFE STREET SUITE 6002BALTIMOREMD21231CONTRACTOR$153,372
FieldValueIRS element (for citing)
Contractor Paid Over50k13ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1LOAN TO GREENLINE VENTURES (SEE GENERAL EXPLANATION ATTACHMENT FOR CONTINUATION)Description1Txt
Expenses1$266,123Expenses1Amt
Description2LOAN TO LIVING CITIES BLENDED CATALYST FUND, LLC (SEE GENERAL EXPLANATION ATTACHMENT FOR CONTINUATION)Description2Txt
Expenses2$154,643Expenses2Amt
All Other Program Rltd Invst Tot$155,996AllOtherProgramRltdInvstTotAmt
Total$576,762TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$253,381,412AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$28,546,717AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$722,985,106FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,004,913,235TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,004,913,235AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,073,699CashDeemedCharitableAmt
Net Vl Noncharitable Assets$989,839,536NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,491,977MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,491,977MinimumInvestmentReturnAmt
Tax Based On Investment Income$326,553TaxBasedOnInvestmentIncomeAmt
Total Tax$326,553TotalTaxAmt
Distributable Before Adj$49,165,424DistributableBeforeAdjAmt
Recoveries Qualfied Distri$725,086RecoveriesQualfiedDistriAmt
Distributable Before Ded$49,890,510DistributableBeforeDedAmt
Distributable As Adjusted$49,890,510DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,202,612ExpensesAndContributionsAmt
Program Related Invst Total$576,762ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$87,977CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$50,867,351QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$326,553PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$50,540,798AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$49,890,510DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,376,116ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$1,666,516ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$926,689ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$868,690ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,838,011TotalExcessDistributionCyovAmt
Qualifying Distributions$50,867,351QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$49,890,510AppliedToCurrentYearAmt
Remaining Distri From Corpus$976,841RemainingDistriFromCorpusAmt
Total Corpus$5,814,852TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,376,116ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,438,736ExcessDistriCyovToNextYrAmt
Excess From Year3$1,666,516ExcessFromYear3Amt
Excess From Year2$926,689ExcessFromYear2Amt
Excess From Year1$868,690ExcessFromYear1Amt
Excess From Current Year$976,841ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSURDNA FOUNDATION INCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1200 MADISON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2125570010RecipientPhoneNum
Form And Info And MaterialsSURDNA FOUNDATION'S WEBSITE PROVIDES THE RESOURCES ELIGIBILITY, GUIDELINES AND FREQUENTLY ASKED QUESTIONS IN CONNECTION WITH GRANT APPLICATIONS. www.surdna.orgFormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO DEADLINES FOR LETTERS OF INQUIRY (LOI). LOI'S ARE ACCEPTED ON A ROLLING BASIS THROUGH TSubmissionDeadlinesTxt
Restrictions On AwardsSURDNA FOUNDATION SEEKS TO FOSTER SUSTAINABLE COMMUNITIES IN THE UNITED STATES, COMMUNITIES GUIDED BY PRINCIPLES OF SOCIAL JUSTICE AND DISTINGUISHED BY HEALTHY ENVIRONMENTS, STRONG LOCAL ECONOMIES AND THRIVING CULTURES. SURDNA SEEKS TO DISMANTLE THE STRUCTURAL BARRIERS THAT LIMIT OPPORTUNITY FOR MANY, HELPING TO CREATE COMMUNITIES THAT ARE PROSPEROUS, CULTURALLY ENRICHING, AND SUSTAINABLE. SEE SURDNA FOUNDATION'S WEBSITE FOR FURTHER DETAIL. HTTPS://SURDNA.ORG/PROSPECTIVE-GRANTEES/RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (396 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
A Long Walk Home
1658 N Milwaukee Ave Suite 104ChicagoIL60647No relationshipPCGeneral Support$1,600
Able South Carolina
720 Gracern RoadColumbiaSC29210No relationshipPCGeneral Support$105
Aeris Insight Inc
100 South Juniper Street Third FloPhiladelphiaPA19107No relationshipPCGeneral Support$70,000
ALIGN the Alliance for a Greater New York
50 Broadway 29th FlNew YorkNY10004No relationshipPCGeneral Support$100,000
Alliance for California Traditional Arts
744 P Street Suite 307FresnoCA93721No relationshipPCGeneral Support$150,000
Alliance for Global Justice
225 E 26th St Suite 1TucsonAZ85713No relationshipPCGeneral Support$500,000
Alliance For Justice
Eleven Dupont Circle NW Suite 500WashingtonDC20036No relationshipPCGeneral Support$50,000
Allied Media Projects
1426 Third AvenueDetroitMI48201No relationshipPCGeneral Support$125,000
Allied Media Projects-Complex Movements
1426 Third AvenueDetroitMI48201No relationshipPCGeneral Support$50,000
Alternate ROOTS
1270 Caroline StAtlantaGA30307No relationshipPCGeneral Support$150,000
American Conservation Film Festival
PO Box 889ShepherdstownWV25443No relationshipPCGeneral Support$5,000
American Youth Policy Forum
1200 18th Street NW Suite 1200WashingtonDC20036No relationshipPCGeneral Support$69,457
Anchorage Museum
625 C StreetAnchorageAK99501No relationshipPCGeneral Support$50,000
Animal Welfare Society of Jefferson
PO Box 147Charles TownWV25414No relationshipPCGeneral Support$5,000
Appalachian Mountain Club
5 Joy StreetBostonMA02108No relationshipPCGeneral Support$10,000
Arizona State University Foundation
PO Box 2260TempeAZ85280No relationshipPCGeneral Support$50,000
Arts and Humanities Alliance of Jefferson County
PO Box 2051ShepherdstownWV25443No relationshipPCGeneral Support$2,500
Asian American Writers' Workshop
112 W 27th StreetNew YorkNY10001No relationshipPCGeneral Support$200,000
Asian AmericansPacific Islanders in Philanthropy
300 Frank H Ogawa Plaza Suite 256OaklandCA94612No relationshipPCGeneral Support$10,000
Asian Arts Initiative
1219 Vine StreetPhiladelphiaPA19107No relationshipPCGeneral Support$75,000
Asian Pacific Environmental Network
426 17th Street Suite 500OaklandCA94612No relationshipPCGeneral Support$150,000
Aspen Institute
2300 N Street NWWashingtonDC20037No relationshipPCGeneral Support$225,000
Auburn Seminary
475 Riverside Drive Suite 1800New YorkNY10115No relationshipPCGeneral Support$150,000
AXIS Dance Company
1428 Alice Street Suite 200OaklandCA94612No relationshipPCGeneral Support$50,000
Bend International School
63020 OB Riley RoadBendOR97703No relationshipPCGeneral Support$10,000
Bend Science Station
1027 NW Trenton AvenueBendOR97703No relationshipPCGeneral Support$5,000
Bend the Arc - A Jewish Partnership for Justice
330 Seventh Avenue 19th FloorNew YorkNY10001No relationshipPCGeneral Support$75,000
Berkeley Repertory Theatre
999 Harrison StreetBerkeleyCA94710No relationshipPCGeneral Support$5,000
Beth Chayim Chadashim
6090 W Pico BlvdLos AngelesCA90035No relationshipPCGeneral Support$10,000
Better Together
2804 SW 6th StreetRedmondOR97756No relationshipPCGeneral Support$10,000
Bicycle Coalition of Greater Philadelphia
1500 Walnut Street Suite 1107PhiladelphiaPA19102No relationshipPCGeneral Support$1,000
Black Alliance for Just Immigration
660 Nostrand AvenueBrooklynNY11216No relationshipPCGeneral Support$60,000
Black Tech Mecca
1608 S Ashland Ave 75385CHICAGOIL60608No relationshipPCGeneral Support$195,000
BoardSource
750 9th Street NW Suite 650WashingtonDC20001No relationshipPCGeneral Support$25,000
Boston Arts Academy Foundation
174 Ipswich StreetBostonMA02215No relationshipPCGeneral Support$10,000
Boston College - Office of Uni Advancement Alumn
140 Commonwealth AveChestnut HillMA02467No relationshipPCGeneral Support$1,000
Breast Cancer Prevention Partners
1388 Sutter Street Suite 400San FranciscoCA94109No relationshipPCGeneral Support$20,000
BRIC Arts Media Inc
647 Fulton StreetBrooklynNY11217No relationshipPCGeneral Support$100,000
Brookings Institution
1775 Massachusetts Avenue NWWashingtonDC20036No relationshipPCGeneral Support$5,000
Brown University
Box 1877ProvidenceRI02912No relationshipPCGeneral Support$100
buildingcommunityWORKSHOP
416 S Ervay StreetDallasTX75201No relationshipPCGeneral Support$75,000
Bulletin of the Atomic Scientists
PO Box 15461ChicagoIL60615No relationshipPCGeneral Support$200
BVM Capacity Building Institute
3645 Marketplace Blvd Suite 130-20East PointGA30344No relationshipPCGeneral Support$225,000
California Partnership for Safe Communities
825 Washington Street Suite 200OaklandCA94607No relationshipPCGeneral Support$90,000
Camelback Ventures
643 Magazine Street Suite 206New OrleansLA70130No relationshipPCGeneral Support$75,000
Camp Tamarack
2608 NW Robert WayBendOR97701No relationshipPCGeneral Support$5,000
Campaign for the Fair Sentencing of Youth
1319 F St NWWashingtonDC20004No relationshipPCGeneral Support$150,000
Campaign for Youth Justice
1220 L St NW Suite 605WashingtonDC20005No relationshipPCGeneral Support$75,000
Canadian Ct for Legal Innovation in Sexual Assault
No relationshipPFGeneral Support$75,0001622 Walnut StreetHalifaxNova ScotiaCAB3H 3S4
Cantus
1202 Marquette Ave S Suite 100MinneapolisMN55403No relationshipPCGeneral Support$5,000
CEL Education Fund
1330 Broadway 3rd FloorOaklandCA94612No relationshipPCGeneral Support$275,000
Center for Children's Law and Policy
1701 K Street NWWashingtonDC20006No relationshipPCGeneral Support$80,000
Center for Cultural Innovation
244 South San Pedro Street SuiteLos AngelesCA90012No relationshipPCGeneral Support$50,000
Center for Effective Philanthropy
675 Massachusetts Avenue 7th FloorCambridgeMA02139No relationshipPCGeneral Support$25,105
Center for Heirs Property
1535 Sam Rittenberg BlvdCharlestonSC29407No relationshipPCGeneral Support$100,000
Center for Law and Social Policy
1200 18th Street NWWashingtonDC20036No relationshipPCGeneral Support$100,000
Center for Neighborhood Technology
2125 W North AvenueChicagoIL60647No relationshipPCGeneral Support$175,000
Center for Performance and Civic Practice
PO Box 25691ChicagoIL60625No relationshipPCGeneral Support$50,000
Center for Popular Democracy
449 Troutman Street Suite ABrooklynNY11237No relationshipPCGeneral Support$310,000
Center for Story-based Strategy
654 13th StreetOaklandCA94612No relationshipPCGeneral Support$100,000
Center for Teen Empowerment
392 Genesee StreetRochesterNY14611No relationshipPCGeneral Support$75,000
Center for Urban Pedagogy
232 Third Street D201BrooklynNY11215No relationshipPCGeneral Support$125,000
Center for Urban PedagogyDesign Futures
232 Third Street D201BrooklynNY11215No relationshipPCGeneral Support$50,000
Center on Wisconsin Strategy
University of Wisconsin 1180 ObserMadisonWI53706No relationshipPCGeneral Support$100,000
Central Oregon Community College Foundation
2600 NW College WayBendOR97701No relationshipPCGeneral Support$2,000
Centro De Trabajadores Unidos En La Lucha
3715 Chicago AveMinneapolisMN55407No relationshipPCGeneral Support$30,000
CGDCNY Inc
45 Ludlow StreetYonkersNY10701No relationshipPCGeneral Support$50,000
Chewonki Foundation Inc
485 Chewonki Neck RoadWiscassetME04578No relationshipPCGeneral Support$23,000
Chicago United Inc
300 E Randolph StreetChicagoIL60601No relationshipPCGeneral Support$175,000
Children's Aid Society
711 Third Avenue Suite 700New YorkNY10017No relationshipPCGeneral Support$10,000
Children's Forest of Central Oregon
63095 Deschutes Market RoadBendOR97701No relationshipPCGeneral Support$5,000
Church of Saint Mary's
1300 Northern BoulevardManhassetNY11030No relationshipPCGeneral Support$5,000
Cincinnati USA Regional Chamber Foundation
3 East 4th Street Suite 200CincinnatiOH45202No relationshipPCGeneral Support$200,000
Cintrifuse
1311 Vine StreetCincinnatiOH45202No relationshipPCGeneral Support$200,000
Citizen Schools
308 Congress Street 5th FloorBostonMA02210No relationshipPCGeneral Support$500
City of Oakland CA
Oakland City HallOaklandCA94612No relationshipPCGeneral Support$75,000
Clean Energy Group
50 State Street Suite 1MontpelierVT05602No relationshipPCGeneral Support$75,000
Clinton Community Christian Corporation
2001 West Northside DriveClintonMS39056No relationshipPCGeneral Support$80,000
ColorOfChangeorg Education Fund
1714 Franklin St Ste 100-136OaklandCA94612No relationshipPCGeneral Support$50,000
Common Counsel Foundation
1624 Franklin St 1022OaklandCA94612No relationshipPCGeneral Support$150,000
Common Counsel Foundation-Neighborhood Fndrs Group
1624 Franklin St 1022OaklandCA94612No relationshipPCGeneral Support$2,000,000
Common Justice
540 Atlantic Avenue 4th FloorBrooklynNY11217No relationshipPCGeneral Support$75,000
Communities United
4749 N KedzieChicagoIL60625No relationshipPCGeneral Support$80,000
Community Aid & Development Corporation
CAD P O Box 361270DecaturGA30036No relationshipPCGeneral Support$50,000
Community Arts Stabilization Trust
70 Otis Street 1st FloorSan FranciscoCA94103No relationshipPCGeneral Support$100,000
Community Labor United
8 BEACON STREET 5TH FLOORBostonMA02108No relationshipPCGeneral Support$75,000
Community LIFT
119 S Court Suite 100MemphisTN38103No relationshipPCGeneral Support$150,000
COMPAS
75 Fifth Street West Suite 304Saint PaulMN55102No relationshipPCGeneral Support$5,000
Confluence Philanthropy
475 Riverside Drive Suite 900New YorkNY10115No relationshipPCGeneral Support$50,000
Cookie Cart
1119 West Broadway AveMinneapolisMN55411No relationshipPCGeneral Support$5,000
Corbin Hill Food Project
475 Riverside Drive Suite 244New YorkNY10015No relationshipPCGeneral Support$100,000
Council on Foundations
2121 Crystal Drive Suite 700ArlingtonVA22202No relationshipPCGeneral Support$50,000
Creative Capital Foundation
15 Maiden Lane 18th FloorNew YorkNY10038No relationshipPCGeneral Support$50,000
Cristo Rey Boston High School
100 Savin Hill AvenueBostonMA02125No relationshipPCGeneral Support$1,000
Culver Educational Foundation
1300 Academy Road 153CulverIN46511No relationshipPCGeneral Support$10,000
DC Center for the LGBT Community
2000 14th Street NW Suite 105WashingtonDC20009No relationshipPCGeneral Support$15,000
Deep Center
Box 5582SavannahGA31414No relationshipPCGeneral Support$50,000
Dmos A Network for Ideas & Actions
80 Broad St Fl 4New YorkNY10004No relationshipPCGeneral Support$182,000
Deschutes United Way
PO Box 5969BendOR97708No relationshipPCGeneral Support$2,500
Didtechnology Inc
50 Hurt Plaza SE Suite 1610AtlantaGA30303No relationshipPCGeneral Support$200,000
Dorchester Bay Economic Development Corp
594 Columbia Road Suite 302DorchesterMA02125No relationshipPCGeneral Support$7,500
East Bay College Fund
300 Frank Ogawa Plaza Suite 430OaklandCA94612No relationshipPCGeneral Support$5,000
Economic Policy Institute
1225 Eye St NW Suite 600WashingtonDC20005No relationshipPCGeneral Support$650,000
Educate Tomorrow Corp
1717 N Bayshore Drive Suite 203MiamiFL33132No relationshipPCGeneral Support$122,342
Education Foundation for Bend-La Pine Schools
520 NW Wall Street Room 325BendOR97703No relationshipPCGeneral Support$20,500
EdVestors
140 Clarendon StBostonMA02116No relationshipPCGeneral Support$2,000
Efforts of Grace Inc
1712 Oretha Castle Haley BoulevardNew OrleansLA70113No relationshipPCGeneral Support$150,000
Elijah's Promise
211 Livingston AvenueNew BrunswickNJ08901No relationshipPCGeneral Support$27,500
Elon University
2600 Campus BoxElonNC27244No relationshipPCGeneral Support$5,000
Emerald Cities Collaborative Inc
1140 Connecticut Ave NW Suite 900BWashingtonDC20036No relationshipPCGeneral Support$100,000
Emerson College
120 Boylston StreetBostonMA02116No relationshipPCGeneral Support$100,000
Eno Center for Transportation
1629 K Street NW Suite 200WashingtonDC20036No relationshipPCGeneral Support$50,000
Enterprise Community Partners
111000 Broken Land Parkway Suite 7ColumbiaMD21044No relationshipPCGeneral Support$75,000
Environmental Defense Fund
257 Park Avenue SouthNew YorkNY10010No relationshipPCGeneral Support$10,000
Environmental Health CoalitionCalifornia Environ
2727 Hoover AvenueNational CityCA91950No relationshipPCGeneral Support$150,000
Episcopal Academy
Alumni and Development OfficeNewtown SquarePA19073No relationshipPCGeneral Support$50,000
Equal Justice USA
81 Prospect StreetBrooklynNY11201No relationshipPCGeneral Support$75,000
exalt youth
175 Remsen Street Suite 1000BrooklynNY11201No relationshipPCGeneral Support$75,000
Eyebeam Atelier
199 Cook Street Suite 104BrooklynNY11206No relationshipPCGeneral Support$15,000
Fair Food Network
1250 North Main Street North SuiteAnn ArborMI48104No relationshipPCGeneral Support$50,000
Family Independence Initiative-National
PO BOX 71363OaklandCA94612No relationshipPCGeneral Support$5,000
Family Values at Work A Multi-State Consortium
207 E Buffalo St Suite 211MilwaukeeWI53202No relationshipPCGeneral Support$200,000
Firelight Media Inc
324 Convent AvenueNew YorkNY10031No relationshipPCGeneral Support$75,000
First Corinthian Baptist Church
1912 Adam Clayton Powell Jr BlvdNew YorkNY10026No relationshipPCGeneral Support$1,000
First Peoples Fund
706 West BoulevardRapid CitySD57701No relationshipPCGeneral Support$250,000
Forum for Youth Investment
7064 Eastern Avenue NWWashingtonDC20012No relationshipPCGeneral Support$60,000
Foster Youth in Action
2140 Shattuck Avenue Suite 504BerkeleyCA94704No relationshipPCGeneral Support$40,000
Foundation Center
32 Old SlipNew YorkNY10005No relationshipPCGeneral Support$25,000
Foundation for Louisiana-Greater New Orleans Fund
4354 S Sherwood Forest BlvdBaton RougeLA70816No relationshipPCGeneral Support$50,000
Foundation for MetroWest
3 Eliot StNatickMA01760No relationshipPCGeneral Support$5,000
Fractured Atlas Productions Inc
PO Box 55HartsdaleNY10530No relationshipPCGeneral Support$50,000
Fractured Atlas Productions IncCrux
PO Box 55HartsdaleNY10530No relationshipPCGeneral Support$150,000
Fractured Atlas Productions-Association for Commun
PO Box 55HartsdaleNY10530No relationshipPCGeneral Support$50,000
Franklin and Eleanor Roosevelt Institute
570 Lexington Ave 5th FloorNew YorkNY10022No relationshipPCGeneral Support$150,000
Friedreichs Ataxia Research Alliance FARA
102 Pickering Way Suite 200ExtonPA19341No relationshipPCGeneral Support$100
Friends of Happy Retreat
600 Mordington AveCharles TownWV25414No relationshipPCGeneral Support$10,000
Friends School of Baltimore
5114 North Charles StreetBaltimoreMD21210No relationshipPCGeneral Support$500
Fund for the City of New York
121 Avenue of the AmericasNew YorkNY10013No relationshipPCGeneral Support$206
Funders' Network for Smart Growth and Livable Comm
6705 SW 57th Avenue Suite 700Coral GablesFL33143No relationshipPCGeneral Support$200,000
Girls for Gender Equity Inc
25 Chapel StreetBrooklynNY11201No relationshipPCGeneral Support$5,000
Global Impact Investing Network
1 Battery Park PlazaNew YorkNY10004No relationshipPCGeneral Support$50,000
Global Philanthropy Partnership
1916 N Mohawk Street Apt 7ChicagoIL60614No relationshipPCGeneral Support$325,000
Good Jobs First
1616 P Street NWWashingtonDC20036No relationshipPCGeneral Support$400,000
Good Old Lower East Side Inc
173 Avenue BNew York CityNY10009No relationshipPCGeneral Support$75,000
Grantmakers for Effective Organizations
1310 L Street NW 650WashingtonDC20005No relationshipPCGeneral Support$55,000
Grantmakers in the Arts
522 Courtlandt AvenueBronxNY10451No relationshipPCGeneral Support$50,000
Grassroots Global Justice
7000 Carroll Ave Suite 200Takoma ParkMD20912No relationshipPCGeneral Support$75,000
Grassroots Global Justice-It Takes Roots
7000 Carroll Ave Suite 200Takoma ParkMD20912No relationshipPCGeneral Support$200,000
Greater Milwaukee Committee for Community Developm
247 Freshwater Way Suite 400MilwaukeeWI53204No relationshipPCGeneral Support$205,000
Greater New Orleans Foundation
919 St Charles AvenueNew OrleansLA70130No relationshipPCGeneral Support$200,000
Greenlining Institute
360 14th Street 2nd FloorOaklandCA94602No relationshipPCGeneral Support$200,000
Griot Theatre of the West Valley
20434 Keswick StWinnetkaCA91306No relationshipPCGeneral Support$5,000
Guthrie Center
2 Van Deusenville RoadGreat BarringtonMA02130No relationshipPCGeneral Support$200
Heart of Los Angeles Youth
2701 Wilshire Blvd Suite 100Los AngelesCA90057No relationshipPCGeneral Support$150,000
Hedgebrook
POB 1231FreelandWA98249No relationshipPCGeneral Support$27,500
Hester Street Collaborative
113 Hester StreetNew YorkNY10002No relationshipPCGeneral Support$175,000
Hetrick-Martin Institute
2 Astor Pl Fl 3New YorkNY10003No relationshipPCGeneral Support$1,000
Higher Purpose Co
130 Desoto Ave Suite 10ClarksdaleMS38614No relationshipPCGeneral Support$190,000
Highlander Research & Education Center Inc
1959 Highlander WayNew MarketTN37820No relationshipPCGeneral Support$380,000
Hill School
860 Beech StreetPottstownPA19464No relationshipPCGeneral Support$17,500
Hispanics In Philanthropy
414 13th StreetOaklandCA94612No relationshipPCGeneral Support$15,000
Hope Chest for Breast Cancer Foundation
3850 Shoreline DrWayzataMN55391No relationshipPCGeneral Support$5,000
Humane Society of Vero BeachIndian River County
4701 41st StreetVero BeachFL32966No relationshipPCGeneral Support$2,500
Impact Capital Managers
200 N Mangum Street Suite 203DurhamNC27701No relationshipPFGeneral Support$60,000
Impact Experience
1700 Jones Street Apt 1San FranciscoCA94109No relationshipPCGeneral Support$5,000
Independent Sector
1602 L Street NW 900WashingtonDC20036No relationshipPCGeneral Support$25,000
Indigenous Environmental NetworkIndigenous Educat
PO Box 485BemidjiMN56619No relationshipPCGeneral Support$100,000
Inner City Advisors
2335 Broadway Suite 102OaklandCA94612No relationshipPCGeneral Support$200,000
Innocence Project
40 Worth Street Suite 701New YorkNY10013No relationshipPCGeneral Support$100
Inquiring Systems Inc-Southeast African American
101 Brookwood Ave Ste 204Santa RosaCA95404No relationshipPCGeneral Support$175,000
Intersection for the Arts
1448 Market StreetSan FranciscoCA94102No relationshipPCGeneral Support$125,000
Ironbound Community Corporation
317 Elm StNewarkNJ07102No relationshipPCGeneral Support$150,000
ISAIAH
2356 University Ave WSt PaulMN55114No relationshipPCGeneral Support$275,000
Islamic Relief USA
PO Box 22250AlexandriaVA22304No relationshipPCGeneral Support$1,310
Japanese American Cultural and Community Center
244 S San Pedro StreetLos AngelesCA90012No relationshipPCGeneral Support$75,000
Jefferson County Historical Society
228 Washington StreetWatertownWV13601No relationshipPCGeneral Support$2,500
Jobs to Move America
525 Hewitt StreetLos AngelesCA90013No relationshipPCGeneral Support$250,000
Jobs with Justice Education Fund
1616 P Street NW Suite 150WashingtonDC20036No relationshipPCGeneral Support$250,000
Jobsfirstnyc
11 Park Place Suite 1602New YorkNY10007No relationshipPCGeneral Support$75,000
John E Andrus Memorial Inc
185 Old BroadwayHastingsonHudsonNY10706No relationshipPCGeneral Support$1,205,000
Julia Dyckman Andrus Memorial
1156 North BroadwayYonkersNY10701No relationshipPCGeneral Support$1,205,500
Junebug Productions Inc
2111 Dumaine StreetNew OrleansLA70119No relationshipPCGeneral Support$150,000
Just Capital
44 East 30th StreetNew YorkNY10016No relationshipPCGeneral Support$125,000
Just in Time for Foster Youth
PO Box 81292San DiegoCA92138No relationshipPCGeneral Support$75,000
Juvenile Law Center
1315 Walnut Street Suite 400PhiladelphiaPA19107No relationshipPCGeneral Support$100,000
Juxtaposition Arts
2007 Emerson Avenue NMinneapolisMN55401No relationshipPCGeneral Support$75,000
Kairos Alive
4316 Upton Avenue South 206MinneapolisMN55305No relationshipPCGeneral Support$5,000
Kentucky Coalition Inc
PO Box 1450LondonKY40743No relationshipPCGeneral Support$150,000
Kids in Need of Defense
1300 L st NW Suite 1100WashingtonDC20005No relationshipPCGeneral Support$12,605
Kids Rethink New Orleans Schools
2020 Oretha Castle Haley BlvdNew OrleansLA70113No relationshipPCGeneral Support$90,000
Kol Tzedek
801 S 48th StreetPhiladelphiaPA19143No relationshipPCGeneral Support$120
Land Loss Prevention Project
PO Box 179DurhamNC22702No relationshipPCGeneral Support$75,000
Latino Business Action Network
297 Commercial StreetSan JoseCA95112No relationshipPCGeneral Support$190,000
Laundromat Project
127 West 127th Street Suite 434New YorkNY10027No relationshipPCGeneral Support$75,000
Leeway Foundation
1315 Walnut Street Suite 832PhiladelphiaPA19107No relationshipPFGeneral Support$50,000
Lineage Project
195 Montague StreetBrooklynNY11201No relationshipPCGeneral Support$40,000
Litchfield Hills Rowing Club
PO Box 42LitchfieldCT06759No relationshipPCGeneral Support$4,500
Living Cities
1040 Avenue of the Americas Fl 17New YorkNY10018No relationshipPCGeneral Support$500,000
Los Angeles Alliance for a New Economy
464 Lucas Ave Suite 202Los AngelesCA90017No relationshipPCGeneral Support$100,000
Los Cenzontles Mexican Arts Center
13108 San Pablo AvenueSan PabloCA94805No relationshipPCGeneral Support$50,000
Louisiana Center for Children's Rights
1100-B Milton StreetNew OrleansLA70122No relationshipPCGeneral Support$75,000
MacDowell Colony Inc
100 High StreetPeterboroughNH03458No relationshipPCGeneral Support$1,000
Make the Road New York
301 Grove StreetBrooklynNY11237No relationshipPCGeneral Support$85,000
Make the Road New York-Urban Youth Collaborative
301 Grove StreetBrooklynNY11237No relationshipPCGeneral Support$50,000
Making Headway Foundation
115 King StreetChappaquaNY10514No relationshipPCGeneral Support$100
Maria Seymour Brooker Memorial
157 Litchfield StTorringtonCT06790No relationshipPCGeneral Support$10,000
Massachusetts College of Art and Design Foundation
621 Huntington AvenueBostonMA02116No relationshipPCGeneral Support$150,000
Massachusetts College of Liberal Arts Foundation
375 Church StNorth AdamsMA02147No relationshipPCGeneral Support$7,500
Massachusetts Institute of Technology Community
77 Massachusetts Avenue Room 9-238CambridgeMA02139No relationshipPCGeneral Support$75,000
Massachusetts Museum of Contemporary Art Found
1040 MASS MoCA WayNorth AdamsMA01247No relationshipPCGeneral Support$50,000
Mayor's Office of Arts and Culture City of Boston
1 City Hall SquareBostonMA02201No relationshipPCGeneral Support$50,000
McKee Botanical Gardens
350 US Highway 1Vero BeachFL32962No relationshipPCGeneral Support$5,000
McKim Community Association Inc
1120 East Baltimore StreetBaltimoreMD21202No relationshipPCGeneral Support$500
Media Bridges
444 4th Street 22DavisCA95616No relationshipPCGeneral Support$10,000
Memorial Sloan-Kettering Cancer Center
1275 York AvenueNew YorkNY10065No relationshipPCGeneral Support$100
MENTOR Minnesota
43 Main Street SEMinneapolisMN55414No relationshipPCGeneral Support$5,000
Metropolitan Economic Development Association
250 Second Avenue South Suite 106MinneapolisMN55401No relationshipPCGeneral Support$825,000
Michigan State University College of Vet Med
Veterinary Medical Center - South BEast LansingMI48824No relationshipPCGeneral Support$5,000
Michigan State University School of Social Work
509 E Circle Drive Room 306East LansingMI48824No relationshipPCGeneral Support$5,000
Minnesota Landscape Arboretum Foundation
3675 Arboretum DriveChaskaMN55318No relationshipPCGeneral Support$5,000
Mission Investors Exchange
417 Fifth Avenue 8th FloorNew York CityNY10036No relationshipPCGeneral Support$70,000
MoveForward
1001 Highway 7 Room 237HopkinsMN55305No relationshipPCGeneral Support$5,000
Movement Strategy Center
436 14th St 5th floorOaklandCA94612No relationshipPCGeneral Support$155,000
Movement Strategy Center-Climate Justice Alliance
436 14th St 5th floorOaklandCA94612No relationshipPCGeneral Support$100,000
Movement Strategy Center-Just Community Energy Tra
436 14th St 5th floorOaklandCA94612No relationshipPCGeneral Support$100,000
Movement Strategy Center-Justice Funders
436 14th St 5th floorOaklandCA94612No relationshipPCGeneral Support$200,000
Movement Strategy Ctr-Movement Generation Justice
436 14th St 5th floorOaklandCA94612No relationshipPCGeneral Support$150,000
Music and Culture Coalition of New Orleans
1307 Oretha Castle Haley Blvd SuiNew OrleansLA70113No relationshipPCGeneral Support$50,000
National Association for Latino Community Asset Bu
5404 Wurzbach RoadSan AntonioTX78238No relationshipPCGeneral Support$175,000
National Association of Latino Arts and Cultures
1208 Buena Vista StreetSan AntonioTX78207No relationshipPCGeneral Support$200,000
National Black Food and Justice Alliance
1001 Connecticut Ave NW NO 201WashingtonDC20036No relationshipPCGeneral Support$175,000
National Center for Family Philanthropy
1667 K Street NW Suite 550WashingtonDC20006No relationshipPCGeneral Support$5,000
National Committee for Responsive Philanthropy
1900 L Street NW Suite 825WashingtonDC20036No relationshipPCGeneral Support$50,000
National Domestic Workers Alliance
243 5th Avenue Mailbox 257New YorkNY10016No relationshipPCGeneral Support$225,000
National Employment Law Project
90 Broad Street Suite 1100New YorkNY10004No relationshipPCGeneral Support$250,000
National Juvenile Justice Network
1424 K Street NWWashingtonDC20005No relationshipPCGeneral Support$70,000
National League of Cities Institute Inc
660 North Capitol St NWWashingtonDC20001No relationshipPCGeneral Support$350,000
National Network for Youth
741 8th Street SEWashingtonDC20003No relationshipPCGeneral Support$40,000
National Performance Network
8121 Fig StreetNew OrleansLA70118No relationshipPCGeneral Support$80,000
Native Arts and Culture Foundation
400 East Evergreen BoulevardVancouverWA98660No relationshipPCGeneral Support$50,000
Natural Resources Defense Council
40 West 20th StreetNew YorkNY10011No relationshipPCGeneral Support$10,000
NDN Collective
317 Main StreetRapid CitySD57701No relationshipPCGeneral Support$810,000
Neighborhood Funders Group
300 Frank H Ogawa PlazaOaklandCA94612No relationshipPCGeneral Support$167,000
NEO Philanthropy IncAAPI Civic Engagement Fund
45 West 36th Street 6th FlNew YorkNY10018No relationshipPCGeneral Support$50,000
NEO Philanthropy IncArts in a Changing America
45 West 36th Street 6th FlNew YorkNY10018No relationshipPCGeneral Support$50,000
NEO Philanthropy IncYouth Engagement Fund
45 West 36th Street 6th FlNew YorkNY10018No relationshipPCGeneral Support$170,000
New Economy Coalition
234 Columbus StCambridgeMA02139No relationshipPCGeneral Support$50,000
New Jersey League of Conservation Voters Education
PO BOX 1237TrentonNJ08607No relationshipPCGeneral Support$100,000
New Mexico Fund for Women and Girls
1807 2nd StreetSanta FeNM87505No relationshipPCGeneral Support$103
New Orleans Workers' Center for Racial Justice
217 North Prieur StreetNew OrleansLA70112No relationshipPCGeneral Support$55,000
New Venture Fund
1201 Connecticut Avenue NW Suite 3WashingtonDC20036No relationshipPCGeneral Support$500,000
New Venture Fund-Climate Interactive
1201 Connecticut Avenue NW Suite 3WashingtonDC20036No relationshipPCGeneral Support$195,000
New Venture Fund-Communities for Just Schools Fund
1201 Connecticut Avenue NW Suite 3WashingtonDC20036No relationshipPCGeneral Support$125,000
New Venture Fund-US Impact Investing Alliance
1201 Connecticut Avenue NW Suite 3WashingtonDC20036No relationshipPCGeneral Support$70,000
New Venture Fund-Youth First Initiative
1201 Connecticut Avenue NW Suite 3WashingtonDC20036No relationshipPCGeneral Support$150,000
New Venture Fund-Youth First State Advocacy Fund
1201 Connecticut Avenue NW Suite 3WashingtonDC20036No relationshipPCGeneral Support$125,000
New World Foundation
680 West End Ave 1CNew YorkNY10025No relationshipPCGeneral Support$100,000
New York City Environmental Justice Alliance
166A 22nd StreetBrooklynNY11232No relationshipPCGeneral Support$150,000
New York Civil Liberties Union Foundation
125 Broad Street 19th FloorNew YorkNY10004No relationshipPCGeneral Support$90,000
New York Community Trust
909 Third Avenue 22nd FloorNew YorkNY10022No relationshipPCGeneral Support$200,000
New York Foundation-Neighborhoods First Fund
150 West 30th Street Suite 1401New YorkNY10001No relationshipPFGeneral Support$150,000
New York Immigration Coalition
131 W 33rd Street Ste 610New YorkNY10001No relationshipPCGeneral Support$12,500
New York Public Radio
160 Varick StreetNew YorkNY10013No relationshipPCGeneral Support$110
New York University
Office of Gift AdministrationNew YorkNY10012No relationshipPCGeneral Support$2,000
Newark Community Economic Development Corp
111 Mulberry Street Market StreetNewarkNJ07102No relationshipPCGeneral Support$150,000
Newark Science and Sustainability Inc
95 Orchard StreetNewarkNJ07102No relationshipPCGeneral Support$5,000
Next City
100 South Broad Street Suite 730PhiladelphiaPA19110No relationshipPCGeneral Support$250,000
North Shore Animal League America
25 Davis AvenuePort WashingtonNY11050No relationshipPCGeneral Support$100
North Star Fund
520 Eighth Avenue Suite 1800New YorkNY10018No relationshipPCGeneral Support$100,500
Northeastern University
360 Huntington AvenueBostonMA02115No relationshipPCGeneral Support$75,000
Northwest Connecticut Community Foundation
32 City Hall Ave PO Box 1144TorringtonCT06790No relationshipPCGeneral Support$10,000
One Voice Mississippi
1072 JR Lynch StreetJacksonMS39203No relationshipPCGeneral Support$125,000
Opportunity Finance Network
123 S Broad Street Suite 1930PhiladelphiaPA19109No relationshipPCGeneral Support$80,000
Pan Massachusetts Challenge Trust
77 Fourth AvenueNeedhamMA02494No relationshipPCGeneral Support$9,800
Pangea World Theater
711 West Lake Street Suite 101MinneapolisMN55408No relationshipPCGeneral Support$75,000
Partnership for Southern Equity
100 Peachtree St NE Ste 1960AtlantaGA30303No relationshipPCGeneral Support$315,000
Penumbra Theatre Company
270 North Kent StreetSaint PaulMN55102No relationshipPCGeneral Support$5,000
People United for Sustainable Housing Inc
429 Plymouth Ave Suite 1BuffaloNY14213No relationshipPCGeneral Support$150,000
People's Action Institute
810 N Milwaukee AveChicagoIL60642No relationshipPCGeneral Support$175,000
Philadelphia Mural Arts Advocates
1729 Mount Vernon StreetPhiladelphiaPA19130No relationshipPCGeneral Support$80,000
PICO National Network
171 Santa Rosa AvenueOaklandCA94610No relationshipPCGeneral Support$75,000
Picture the Homeless-Universial Partnership
104 E126th StNew YorkNY10035No relationshipPCGeneral Support$50,000
Pie Ranch
2080 Cabrillo HwyPescaderoCA94060No relationshipPCGeneral Support$50,000
Pittsburgh United
841 California Avenue 3rd FloorPittsburghPA15212No relationshipPCGeneral Support$125,000
Planned Parenthood Federation of America
123 William Street 10th FloorNew YorkNY10038No relationshipPCGeneral Support$20,100
PolicyLink
1438 Webster StOaklandCA94612No relationshipPCGeneral Support$750,000
Positive Futures Network (YES)
284 Madrona Way NE Unit 116Bainbridge IslandWA98110No relationshipPCGeneral Support$280,000
President and Fellows of Harvard College
Harvard College FundCambridgeMA02138No relationshipPCGeneral Support$250,200
Press Street
3718 Saint Claude AvenueNew OrleansLA70117No relationshipPCGeneral Support$75,559
Project Row Houses
2521 Holman StreetHoustonTX77004No relationshipPCGeneral Support$150,000
Project South
9 Gammon AveAtlantaGA30315No relationshipPCGeneral Support$225,000
Proteus Fund
15 Research Drive Suite BAmherstMA01002No relationshipPCGeneral Support$100,000
Provincetown Community Compact
PO Box 819ProvincetownMA02657No relationshipPCGeneral Support$1,000
Public Advocates Inc
131 Steuart Street Suite 300San FranciscoCA94105No relationshipPCGeneral Support$150,000
Puente Human Rights Movement
1937 West Adams StreetPhoenixAZ85009No relationshipPCGeneral Support$50,000
Quail Valley Charities Inc
2345 Highway A1AVero BeachFL32963No relationshipPCGeneral Support$2,000
Race Forward
150 Broadway Suite 303New YorkNY10038No relationshipPCGeneral Support$90,000
Rector & Visitors of the University of Virginia
Office of Sponsored Programs 1001CharlottesvilleVA22904No relationshipPCGeneral Support$50,000
Regents of the University of California
2195 Hearst Ave Room 130BerkeleyCA94720No relationshipPCGeneral Support$5,000
Rescuing Leftover Cuisine
25 Broadway 12th FloorNew YorkNY10004No relationshipPCGeneral Support$10,000
Restaurant Opportunities Centers United
275 Seventh Ave Ste 1703New YorkNY10001No relationshipPCGeneral Support$100,000
Right to the City Alliance Inc
388 Atlantic AvenueNew YorkNY11217No relationshipPCGeneral Support$450,000
Rockefeller Family Fund
475 Riverside Drive Suite 900New YorkNY10115No relationshipPCGeneral Support$500,000
Rockefeller Family Fund-Just Transition Fund
475 Riverside Drive Suite 900New YorkNY10115No relationshipPCGeneral Support$75,000
Rockefeller Philanthropy Advisors- Executives' All
6 West 48th Street 10th FloorNew YorkNY10036No relationshipPCGeneral Support$25,000
Roots of Music Inc
828 Royal Street 521New OrleansLA70116No relationshipPCGeneral Support$50,000
RSF Social Finance
1002 OReilly AvenueSan FranciscoCA94129No relationshipPCGeneral Support$50,000
Rutgers University Foundation
7 College Ave Winants HallNew BrunswickNJ08901No relationshipPCGeneral Support$160,000
Rutgers University Fdn-Rutgers Ctr for Urban Entre
7 College Ave Winants HallNew BrunswickNJ08901No relationshipPCGeneral Support$185,000
Saint Edward's School
1985 Saint Edwards DriveVero BeachFL32963No relationshipPCGeneral Support$5,000
SAY Si (San Antonio Youth Yes)
1518 S AlamoSan AntonioTX78204No relationshipPCGeneral Support$75,000
Scholarship Fund of Alexandria
3330 King StreetAlexandriaVA22302No relationshipPCGeneral Support$1,000
School Justice Project
1805 7th Street NWWashingtonDC20001No relationshipPCGeneral Support$74,519
Senior Community Services
10201 Wayzata Blvd 33HopkinsMN55305No relationshipPCGeneral Support$5,000
Sexual Minority Youth Assistance League
410 7th Street SEWashingtonDC20003No relationshipPCGeneral Support$15,000
Shared Interest
121 West 27th StreetNew YorkNY10001No relationshipPCGeneral Support$200
Shepherd Higher Education Consortium on Poverty
204 W Washington StreetLexingtonVA24450No relationshipPCGeneral Support$27,500
Silicon Valley Community FoundationAvivar Capital
2440 West El Camino RealMountain ViewCA94040No relationshipPCGeneral Support$55,000
Silver Lining Mentoring Inc
727 Atlantic Ave 3rd FloorBostonMA02111No relationshipPCGeneral Support$105,000
SingOut CT
290 Lake RoadWarrenCT06777No relationshipPCGeneral Support$2,000
Skowhegan School of Painting and Sculpture
136 West 22 StreetNew YorkNY10011No relationshipPCGeneral Support$1,000
Smart Growth America
1152 15th Street NWWashingtonDC20005No relationshipPCGeneral Support$200,000
Smithsonian Institution-National Museum of African
600 Maryland Ave SW Suite 550EWashingtonDC20024No relationshipPCGeneral Support$10,000
Social and Environmental Entrepreneurs-BreakOUT
23532 Calabasas Road Suite ACalabasasCA91302No relationshipPCGeneral Support$75,000
Social and Environmental Entrepreneurs-Building Eq
23532 Calabasas Road Suite ACalabasasCA91302No relationshipPCGeneral Support$125,000
Social and Environmental Entrepreneurs-Local Clean
23532 Calabasas Road Suite ACalabasasCA91302No relationshipPCGeneral Support$125,000
Society for the Preservation of Weeksville and Bef
158 Buffalo AvenueBrooklynNY11213No relationshipPCGeneral Support$100
Sojourner Project
PO Box 272HopkinsMN55343No relationshipPCGeneral Support$5,000
Southwest Folklife Alliance
PO Box 42044TucsonAZ85733No relationshipPCGeneral Support$50,000
Southwest Georgia Project For Community Education
1216 Dawson Road Suite 108AlbanyGA31707No relationshipPCGeneral Support$75,000
St Mary's RC Church
1300 Northern BlvdManhassetNY11030No relationshipPCGeneral Support$5,000
Strategic Concepts in Organizing and Policy Educat
1715 W Florence AvenueLos AngelesCA90047No relationshipPCGeneral Support$125,000
Summit School Foundation
187-30 Grand Central ParkwayJamaica EstatesNY11432No relationshipPCGeneral Support$100
Sundance Institute
5900 Wilshire Boulevard Suite 800Los AngelesCA90036No relationshipPCGeneral Support$100,000
Sustainable Business Education Initiative Inc
2401 Walnut Street Suite 206PhiladelphiaPA19103No relationshipPCGeneral Support$100,000
Sweet Water Foundation
5749 South Perry AvenueChicagoIL60621No relationshipPCGeneral Support$75,000
Talk Tech Foundation
447 Broadway 2nd FL 514New YorkNY10013No relationshipPCGeneral Support$185,000
Techsoup Global
435 Brannan St Suite 100San FranciscoCA94107No relationshipPCGeneral Support$25,000
Teen Feed
4740 B University Way NESeattleWA98105No relationshipPCGeneral Support$500
The Aspen Institute Forum for Community Solutions
2300 N Street NWWashingtonDC20037No relationshipPCGeneral Support$70,000
The Conservation Fund
1655 N Fort Myer Drive Suite 1300ArlingtonVA22209No relationshipPCGeneral Support$100,000
The Literacy Project
PO Box 608MinturnCO81645No relationshipPCGeneral Support$500
The MAP Fund Inc
577 Grand Street 1801New YorkNY10002No relationshipPCGeneral Support$50,000
The New York Women's Foundation
39 Broadway 23 FlNew YorkNY10006No relationshipPCGeneral Support$275,000
The Partnership for Working Families
1305 Franklin StOaklandCA94612No relationshipPCGeneral Support$280,000
THE POINT Community Development Corporation
940 Garrison AveBronxNY10474No relationshipPCGeneral Support$200,000
The Regents of the University of California Berke
B100 Royce Hall DriveLos AngelesCA90095No relationshipPCGeneral Support$50,000
The Solutions Project
4096 Piedmont Ave 728OaklandCA94609No relationshipPCGeneral Support$300,000
The Theater Offensive
565 Boylston Street 3rd FloorBostonMA02116No relationshipPCGeneral Support$75,000
The Trustees of the University of Pennsylvania
Office of Research ServicesPhiladelphiaPA19104No relationshipPCGeneral Support$125,000
The US Climate Action Network
1367 Connecticut Avenue NWWashingtonDC20036No relationshipPCGeneral Support$100,000
The Village of Arts and Humanities
2544 Germantown AvenuePhiladelphiaPA19133No relationshipPCGeneral Support$75,000
The Wooden Floor
1810 North Main StreetSanta AnaCA92706No relationshipPCGeneral Support$80,000
Third Sector New England Inc-Building Movement P
89 South Street Suite 700BostonMA02111No relationshipPCGeneral Support$75,000
Third Sector New England Inc-Design Studio for S
89 South Street Suite 700BostonMA02111No relationshipPCGeneral Support$50,000
Threewalls
2738 West North AvenueChicagoIL60647No relationshipPCGeneral Support$50,000
Threewalls-OTV Open Television
2738 West North AvenueChicagoIL60647No relationshipPCGeneral Support$175,000
Thunder Valley Community Development Corporation
PO Box 290PorcupineSD57772No relationshipPCGeneral Support$150,000
Tides Center-Detention Watch Network
PO Box 29907San FranciscoCA94129No relationshipPCGeneral Support$40,000
Tides Center-Dream Defenders
PO Box 29907San FranciscoCA94129No relationshipPCGeneral Support$50,000
Tides Center-Emerging Practitioners in Philanthrop
PO Box 29907San FranciscoCA94129No relationshipPCGeneral Support$45,000
Tides Foundation-The Justice Collaborative Institu
PO Box 29903San FranciscoCA94129No relationshipPCGeneral Support$35,000
Triangle Club
1642 R St NW Suite 220WashingtonDC20009No relationshipPCGeneral Support$20,000
Tribeca Film Institute Inc
32 Avenue of the Americas 27th FloNew YorkNY10013No relationshipPCGeneral Support$150,000
Tulane University-The Albert Jr and Tina Small Ce
Corporate and Foundation RelationsNew OrleansLA70112No relationshipPCGeneral Support$75,000
UBW Inc
138 South Oxford StreetBrooklynNY11217No relationshipPCGeneral Support$100,000
Union Capital Boston
1542 Columbus AveRoxburyMA02119No relationshipPCGeneral Support$3,500
University of California San Francisco Foundation
PO BOX 45339San FranciscoCA94145No relationshipPCGeneral Support$10,000
University of Detroit Mercy Detroit Collaborative
4001 W McNichols RdDetroitMI48221No relationshipPCGeneral Support$75,000
University of New Mexico School of Architecture an
MSC04 2530AlbuquerqueNM87131No relationshipPCGeneral Support$75,000
University of Orange
PO Box 998OrangeNJ07051No relationshipPCGeneral Support$25,000
University of San Diego Foundation
3855 Health Sciences Drive 0658La JollaCA92093No relationshipPCGeneral Support$10,000
Urban Manufacturing Alliance
608 Henry Street 1BrooklynNY11231No relationshipPCGeneral Support$200,000
Urban Word NYC
5 West 19th Street FL 3New YorkNY10011No relationshipPCGeneral Support$75,000
Urbano Project Inc
29 Germania StreetBostonMA02130No relationshipPCGeneral Support$50,000
Vera Institute of Justice
34 35th Street 4-2ABrooklynNY11232No relationshipPCGeneral Support$175,000
Vickie Belk Scholarship Foundation
3408 King StreetAlexandriaVA22302No relationshipPCGeneral Support$2,500
Voice of Calvary Ministries
531 W Capital StreetJacksonMS39203No relationshipPCGeneral Support$50,000
Voices of Our Nations Arts Foundation
3720 Spruce Street Suite 442PhiladelphiaPA19104No relationshipPCGeneral Support$50,000
Washington Regional Association of Grantmakers-186
1400 16th St NWWashingtonDC20036No relationshipPCGeneral Support$600,000
Washington Regional Association of Grantmakers-Pro
1400 16th St NWWashingtonDC20036No relationshipPCGeneral Support$185,000
Wesleyan University
318 High StreetMiddletownCT06459No relationshipPCGeneral Support$25,000
Westchester Choral Society
216 Central AvenueWhite PlainsNY10606No relationshipPCGeneral Support$150
WhyHunger
505 Eighth AvenueNew YorkNY10018No relationshipPCGeneral Support$10,000
Wildlife Conservation Society
2300 Southern BlvdBronxNY10460No relationshipPCGeneral Support$200
William Trippley Youth Development Foundation
410 Hidden Valley RdMediaPA19063No relationshipPCGeneral Support$10,000
Winrock International
2101 River Front DriveLittle RockAR72202No relationshipPCGeneral Support$150,000
Women's Foundation of Minnesota
105 5th Avenue South Suite 300MinneapolisMN55401No relationshipPCGeneral Support$5,000
XXcelerate Fund
220 NW 8th AvePortlandOR97209No relationshipPCGeneral Support$75,500
Yerba Buena Center for the Arts
701 Mission StreetSan FranciscoCA94103No relationshipPCGeneral Support$175,000
Young Nation
9232 Falcon StreetDetroitMI48209No relationshipPCGeneral Support$75,000
Youth Empowerment Project
1600 Oretha Castle Haley BoulevardNew OrleansLA70113No relationshipPCGeneral Support$75,000
Youth Represent
11 Park PlaceNew YorkNY10007No relationshipPCGeneral Support$50,000
Youth Sentencing & Reentry Project
123 S Broad Street 24th FloorPhiladelphiaPA19103No relationshipPCGeneral Support$75,000
Zaccho Dance Theatre
1777 Yosemite Ave 330San FranciscoCA94124No relationshipPCGeneral Support$160,000
Zion Episcopal Church
301 East Congress StCharles TownWV25414No relationshipPCGeneral support$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$41,343,491TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (121 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALIGN the Alliance for a Greater New York
50 Broadway 29th FlNew YorkNY10004No relationshipPCGeneral support$200,000
American Youth Policy Forum
1200 18th Street NW Suite 1200WashingtonDC20036No relationshipPCGeneral support$104,321
Asian Pacific Environmental Network
426 17th Street Suite 500OaklandCA94612No relationshipPCGeneral support$150,000
Aspen Institute
2300 N Street NWWashingtonDC20037No relationshipPCGeneral support$225,000
Black Alliance for Just Immigration
660 Nostrand AvenueBrooklynNY11216No relationshipPCGeneral support$60,000
California Partnership for Safe Communities
825 Washington Street Suite 200OaklandCA94607No relationshipPCGeneral support$90,000
Campaign for the Fair Sentencing of Youth
1319 F St NWWashingtonDC20004No relationshipPCGeneral support$50,000
Campaign for Youth Justice
1220 L St NW Suite 605WashingtonDC20005No relationshipPCGeneral support$75,000
Center for Cultural Innovation
244 South San Pedro Street SuiteLos AngelesCA90012No relationshipPCGeneral support$600,000
Center for Popular Democracy
449 Troutman Street Suite ABrooklynNY11237No relationshipPCGeneral support$225,000
Center for Teen Empowerment
392 Genesee StreetRochesterNY14611No relationshipPCGeneral support$75,000
CGDCNY Inc
45 Ludlow StreetYonkersNY10701No relationshipPCGeneral support$50,000
Chicago United Inc
300 E Randolph StreetChicagoIL60601No relationshipPCGeneral support$175,000
Cincinnati USA Regional Chamber Foundation
3 East 4th Street Suite 200CincinnatiOH45202No relationshipPCGeneral support$200,000
Cintrifuse
1311 Vine StreetCincinnatiOH45202No relationshipPCGeneral support$400,000
Clean Energy Group
50 State Street Suite 1MontpelierVT05602No relationshipPCGeneral support$75,000
Common Counsel Foundation-Neighborhood Funders Gro
1624 Franklin St 1022OaklandCA94612No relationshipPCGeneral support$1,000,000
Common Justice
540 Atlantic Avenue 4th FloorBrooklynNY11217No relationshipPCGeneral support$150,000
Common Market Philadelphia Inc
428 E Erie AvePhiladelphiaPA19134No relationshipPCGeneral support$150,000
Communities United
4749 N KedzieChicagoIL60625No relationshipPCGeneral support$75,000
Community Arts Stabilization Trust
70 Otis Street 1st FloorSan FranciscoCA94103No relationshipPCGeneral support$100,000
Community Connections for Youth-People's Advocacy
369 East 149th Street 7th FloorBronxNY10455No relationshipPCGeneral support$100,000
Community Labor United
8 BEACON STREET 5TH FLOORBostonMA02108No relationshipPCGeneral support$200,000
Corbin Hill Food Project
475 Riverside Drive Suite 244New YorkNY10015No relationshipPCGeneral support$100,000
Designing Justice Designing Spaces
1423 BroadwayOaklandCA94612No relationshipPCGeneral support$100,000
Didtechnology Inc
50 Hurt Plaza SE Suite 1610AtlantaGA30303No relationshipPCGeneral support$200,000
Educate Tomorrow Corp
1717 N Bayshore Drive Suite 203MiamiFL33132No relationshipPCGeneral support$27,556
Emerald Cities Collaborative Inc
1140 Connecticut Ave NW Suite 900BWashingtonDC20036No relationshipPCGeneral support$100,000
Environmental Health Coalition
2727 Hoover AvenueNational CityCA91950No relationshipPCGeneral support$300,000
exalt youth
175 Remsen Street Suite 1000BrooklynNY11201No relationshipPCGeneral support$75,000
Family Values at Work A Multi-State Consortium
207 E Buffalo St Suite 211MilwaukeeWI53202No relationshipPCGeneral support$400,000
Foster Youth in Action
2140 Shattuck Avenue Suite 504BerkeleyCA94704No relationshipPCGeneral support$50,000
Foundation for Louisiana
4354 S Sherwood Forest BlvdBaton RougeLA70816No relationshipPCGeneral support$850,000
Foundation for Louisiana-Greater New Orleans Funde
4354 S Sherwood Forest BlvdBaton RougeLA70816No relationshipPCGeneral support$50,000
Franklin and Eleanor Roosevelt Institute
570 Lexington Ave 5th FloorNew YorkNY10022No relationshipPCGeneral support$150,000
Funders' Network for Smart Growth and Livable Comm
6705 SW 57th Avenue Suite 700Coral GablesFL33143No relationshipPCGeneral support$200,000
Good Old Lower East Side Inc
173 Avenue BNew York CityNY10009No relationshipPCGeneral support$75,000
Grantmakers in the Arts
522 Courtlandt AvenueBronxNY10451No relationshipPCGeneral support$350,000
Grassroots Global Justice-It Takes Roots
7000 Carroll Ave Suite 200Takoma ParkMD20912No relationshipPCGeneral support$200,000
Greater Milwaukee Committee for Community Developm
247 Freshwater Way Suite 400MilwaukeeWI53204No relationshipPCGeneral support$225,000
Highlander Research & Education Center Inc
1959 Highlander WayNew MarketTN37820No relationshipPCGeneral support$200,000
Ifetayo Cultural Arts Academy Inc
495 Flatbush AvenueBrooklynNY11225No relationshipPCGeneral support$100,000
Indigenous Environmental Network
PO Box 485BemidjiMN56619No relationshipPCGeneral support$50,000
Inner City Advisors
2335 Broadway Suite 102OaklandCA94612No relationshipPCGeneral support$200,000
Innovation Network for Communities-City Scale
156 Grover LaneTamworthNH03886No relationshipPCGeneral support$75,000
Inquiring Systems Inc-Southeast African American
101 Brookwood Ave Ste 204Santa RosaCA95404No relationshipPCGeneral support$200,000
Ironbound Community Corporation
317 Elm StNewarkNJ07102No relationshipPCGeneral support$300,000
ISAIAH
2356 University Ave WSt PaulMN55114No relationshipPCGeneral support$300,000
Jobs to Move America
525 Hewitt StreetLos AngelesCA90013No relationshipPCGeneral support$500,000
Jobs with Justice Education Fund
1616 P Street NW Suite 150WashingtonDC20036No relationshipPCGeneral support$250,000
Just in Time for Foster Youth
PO Box 81292San DiegoCA92138No relationshipPCGeneral support$75,000
Juvenile Law Center
1315 Walnut Street Suite 400PhiladelphiaPA19107No relationshipPCGeneral support$100,000
Kentucky Coalition Inc
PO Box 1450LondonKY40743No relationshipPCGeneral support$300,000
Kids Rethink New Orleans Schools
2020 Oretha Castle Haley BlvdNew OrleansLA70113No relationshipPCGeneral support$40,000
Kounkuey Design Initiative
309 E 8th Street 205Los AngelesCA90014No relationshipPCGeneral support$100,000
Land Loss Prevention Project
PO Box 179DurhamNC22702No relationshipPCGeneral support$75,000
Living Cities
1040 Avenue of the Americas Fl 17New YorkNY10018No relationshipPCGeneral support$500,000
Louisiana Center for Children's Rights
1100-B Milton StreetNew OrleansLA70122No relationshipPCGeneral support$160,000
Maryland Institute College of Art
1300 W Mt Royal AvenueBaltimoreMD21217No relationshipPCGeneral support$200,000
Massachusetts Institute of Technology Community In
77 Massachusetts Avenue Room 9-238CambridgeMA02139No relationshipPCGeneral support$75,000
Mississippi State University-Gulf Coast Community
PO Box 6156Mississippi StateMS39762No relationshipPCGeneral support$75,000
Movement Strategy Center-HEAL Food Alliance
436 14th St 5th floorOaklandCA94612No relationshipPCGeneral support$75,000
Movement Strategy Center-Just Community Energy Tra
436 14th St 5th floorOaklandCA94612No relationshipPCGeneral support$100,000
Movement Strategy Center-Justice Funders
436 14th St 5th floorOaklandCA94612No relationshipPCGeneral support$200,000
Movement Strategy Center-Movement Generation Justi
436 14th St 5th floorOaklandCA94612No relationshipPCGeneral support$200,000
National Employment Law Project
90 Broad Street Suite 1100New YorkNY10004No relationshipPCGeneral support$250,000
National Juvenile Justice Network
1424 K Street NWWashingtonDC20005No relationshipPCGeneral support$155,000
National Network for Youth
741 8th Street SEWashingtonDC20003No relationshipPCGeneral support$50,000
Neighborhood Story Project
PO Box 19742New OrleansLA70179No relationshipPCGeneral support$75,000
NEO Philanthropy IncYouth Engagement Fund
45 West 36th Street 6th FlNew YorkNY10018No relationshipPCGeneral support$75,000
New Economy Coalition
PO Box 390503CambridgeMA02139No relationshipPCGeneral support$200,000
New Jersey League of Conservation Voters Education
PO BOX 1237TrentonNJ08607No relationshipPCGeneral support$200,000
New Venture Fund
1201 Connecticut Avenue NW Suite 3WashingtonDC20036No relationshipPCGeneral support$1,125,000
New Venture Fund-US Impact Investing Alliance
1201 Connecticut Avenue NW Suite 3WashingtonDC20036No relationshipPCGeneral support$70,000
New Venture Fund-Youth First Initiative
1201 Connecticut Avenue NW Suite 3WashingtonDC20036No relationshipPCGeneral support$100,000
New Venture Fund-Youth First State Advocacy Fund
1201 Connecticut Avenue NW Suite 3WashingtonDC20036No relationshipPCGeneral support$125,000
New York City Environmental Justice Alliance
166A 22nd StreetBrooklynNY11232No relationshipPCGeneral support$150,000
New York Community Trust
909 Third Avenue 22nd FloorNew YorkNY10022No relationshipPCGeneral support$300,000
New York Foundation-Neighborhoods First Fund
150 West 30th Street Suite 1401New YorkNY10001No relationshipPFGeneral support$300,000
Northeastern University
360 Huntington AvenueBostonMA02115No relationshipPCGeneral support$100,000
One America
1225 S Weller Street Suite 430SeattleWA98146No relationshipPCGeneral support$100,000
One Voice Mississippi
1072 JR Lynch StreetJacksonMS39203No relationshipPCGeneral support$125,000
Partnership for Southern Equity
100 Peachtree St NE Ste 1960AtlantaGA30303No relationshipPCGeneral support$125,000
Penumbra Theatre Company
270 North Kent StreetSaint PaulMN55102No relationshipPCGeneral support$100,000
People United for Sustainable Housing Inc
429 Plymouth Ave Suite 1BuffaloNY14213No relationshipPCGeneral support$150,000
People's Emergency Center Community Development Co
325 N 39th StreetPhiladelphiaPA19104No relationshipPCGeneral support$100,000
PIDC Community CapitalREBUILD
6918 South Dorchester AvenueChicagoIL60637No relationshipPCGeneral support$300,000
Pie Ranch
2080 Cabrillo HwyPescaderoCA94060No relationshipPCGeneral support$100,000
Project South
9 Gammon AveAtlantaGA30315No relationshipPCGeneral support$200,000
Public Advocates Inc
131 Steuart Street Suite 300San FranciscoCA94105No relationshipPCGeneral support$300,000
Puente Human Rights Movement
1937 West Adams StreetPhoenixAZ85009No relationshipPCGeneral support$50,000
Race Forward
150 Broadway Suite 303New YorkNY10038No relationshipPCGeneral support$600,000
Right to the City Alliance
388 Atlantic AvenueNew YorkNY11217No relationshipPCGeneral support$100,000
Right to the City Alliance Inc
388 Atlantic AvenueNew YorkNY11217No relationshipPCGeneral support$500,000
Right to the City Alliance Inc-New York Energy D
388 Atlantic AvenueNew YorkNY11217No relationshipPCGeneral support$200,000
Rockefeller Family Fund-Just Transition Fund
475 Riverside Drive Suite 900New YorkNY10115No relationshipPCGeneral support$75,000
Rockefeller Philanthropy Advisors- Executives' All
6 West 48th Street 10th FloorNew YorkNY10036No relationshipPCGeneral support$50,000
Rockefeller Philanthropy Advisors-ArtPlace
6 West 48th Street 10th FloorNew YorkNY10036No relationshipPCGeneral support$1,000,000
Roots of Music Inc
828 Royal Street 521New OrleansLA70116No relationshipPCGeneral support$50,000
School Justice Project
1805 7th Street NWWashingtonDC20001No relationshipPCGeneral support$64,481
Slought Foundation-Monument Lab
4017 Walnut StreetPhiladelphiaPA19104No relationshipPCGeneral support$95,000
Social and Environmental Entrepreneurs-Building Eq
23532 Calabasas Road Suite ACalabasasCA91302No relationshipPCGeneral support$250,000
Southwest Georgia Project For Community Education
1216 Dawson Road Suite 108AlbanyGA31707No relationshipPCGeneral support$75,000
Springboard for the Arts
308 Prince St Suite 270Saint PaulMN55101No relationshipPCGeneral support$250,000
Strategic Actions for a Just Economy
152 West 32nd StreetLos AngelesCA90007No relationshipPCGeneral support$75,000
Sweet Water Foundation
5749 South Perry AvenueChicagoIL60621No relationshipPCGeneral support$400,000
The Aspen Institute Forum for Community Solutions
2300 N Street NWWashingtonDC20037No relationshipPCGeneral support$140,000
The Conservation Fund
1655 N Fort Myer Drive Suite 1300ArlingtonVA22209No relationshipPCGeneral support$300,000
The Partnership for Working Families
1305 Franklin StOaklandCA94612No relationshipPCGeneral support$350,000
The US Climate Action Network
1367 Connecticut Avenue NWWashingtonDC20036No relationshipPCGeneral support$100,000
The Village of Arts and Humanities
2544 Germantown AvenuePhiladelphiaPA19133No relationshipPCGeneral support$450,000
Third Sector New England Inc-Building Movement P
89 South Street Suite 700BostonMA02111No relationshipPCGeneral support$150,000
Tides Center-Dream Defenders
PO Box 29907San FranciscoCA94129No relationshipPCGeneral support$100,000
University of New Mexico School of Architecture an
MSC04 2530AlbuquerqueNM87131No relationshipPCGeneral support$75,000
Verde
6899 NE Columbia Blvd Suite APortlandOR97218No relationshipPCGeneral support$50,000
Voice of Calvary Ministries
531 W Capital StreetJacksonMS39203No relationshipPCGeneral support$250,000
Winrock International
2101 River Front DriveLittle RockAR72202No relationshipPCGeneral support$150,000
Young Nation
9232 Falcon StreetDetroitMI48209No relationshipPCGeneral support$75,000
Youth Empowerment Project
1600 Oretha Castle Haley BoulevardNew OrleansLA70113No relationshipPCGeneral support$75,000
Youth Represent
11 Park PlaceNew YorkNY10007No relationshipPCGeneral support$175,000
Youth Sentencing & Reentry Project
123 S Broad Street 24th FloorPhiladelphiaPA19103No relationshipPCGeneral support$75,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$23,656,358TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$747,680ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,607,018ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$21,609,042ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
PARTNERSHIP INCOME525990$1,685,42118$65,518,550
OTHER INCOME90009914$280,861

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,685,421UnrelatedBusinessTaxblIncmAmt
Exclusion$48,545,067ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$50,230,488TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDIT & TAX PREPCategoryTxt
Amt$106,694Amt
Net Investment Income$25,597NetInvestmentIncomeAmt
Disbursements Charitable Prps$81,097DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescSEE GENERAL EXPLANATION ATTACHMENTDesc
Amt$155,996Amt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmt
FURNITURE &FIXT.2009-01-01$397,796$39,779SL5$79,559
LEASEHOLD IMPRV.2009-01-01$2,636,962$79,656SL11$162,061
EQUIPMENT2009-01-01$45,935$5,611SL5$9,187
ART WORK2009-01-01$84,400$84,400SL5$0

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
NEW YORK FOUNDATION
150 W 30TH STREET SUITE 1401NEW YORKNY100012018-12-01$450,000TO FUND NEIGHBORHOODS FIRST FUND IN SUPPORTING COMMUNITY-BASED ORGS. AND RESOURCE ALLIES.$150,000NO2/1/2020The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.
NEW YORK FOUNDATION
150 W 30TH STREET SUITE 1401NEW YORKNY100012015-10-15$450,000TO FUND NEIGHBORHOODS FIRST FUND IN SUPPORTING COMMUNITY-BASED ORGS. AND RESOURCE ALLIES.$450,000NO1/15/2016, 1/15/2017, 3/29/2019The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.
NEW YORK FOUNDATION
150 W 30TH STREET SUITE 1401NEW YORKNY100012017-12-01$150,000TO FUND NEIGHBORHOODS FIRST FUND IN SUPPORTING COMMUNITY-BASED ORGS. AND RESOURCE ALLIES.$150,000NO1/02/2019The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.
CANADIAN CENTRE FOR LEGAL INNOVATION
2019-03-01$105,000General Operating Support$71,425NO4/30/2020The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.1622 WALNUT STREETHALIFAXNOVA SCOTIACAB3H 3S4
IMPACT CAPITAL MANAGERS
200 N MANGUM STREET SUITE 203DURHAMNC277012019-06-01$60,000General Operating Support$30,000NO1/31/2020The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.
LEEWAY FOUNDATION
1315 WALNUT STREET SUITE 832PHILADELPHIAPA191072018-03-01$75,000TO SUPPORT A COMPREHENSIVE IMPACT ASSESSMENT FOR THE LEEWAY FOUNDATION.$75,000NO1/31/2019, 10/31/2019, 12/31/2019The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.
LEEWAY FOUNDATION
1315 WALNUT STREET SUITE 832PHILADELPHIAPA191072019-03-01$50,000General Operating Support$50,000NO9/27/2019, 1/31/2020The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.
LINCOLN INSTITUTE OF LAND POLICY
13 BRATTLE STREETCAMBRIDGEMA021382017-09-15$150,000General Operating Support$150,000NO12/1/2018The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (4 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
PART IX-B, LINE 1:PART IX-B, LINE 1:SUMMARY OF PROGRAM-RELATED INVESTMENTS - Loan to Greenline Ventures, a Delaware Limited Liability Company, to further Surdna's charitable initiative relating to the stimulating economic growth in poor communities in the U.S.
PART IX-B, LINE 2:PART IX-B, LINE 2:SUMMARY OF PROGRAM-RELATED INVESTMENTS - Loan to Living Cities Blended Catalyst Fund LLC, a Delaware Limited Liability Company
PART IX-B, LINE 3:PART IX-B, LINE 3:SUMMARY OF OTHER PROGRAM-RELATED INVESTMENTS: a) Investment in Illumen Capital, LP, a Delaware Limited Liability Company..........................................$ 119,855. b) Investment in Impact America Fund, LP, a Delaware Limited Liability Company..........................................$ 78,545. c) Unrealized losses on equity investments....................$ (42,404.) ---------- $ 155,996.
PART XV, LINE 3B:PART XV, LINE 3B:Grants and contributions approved for future payment: The difference of $151,720 between what Surdna Foundation, Inc. reported on Part II, Line 18 ($23,504,638) and what they reported on the schedule of grants and contributions approved for future payment on Part XV, Line 3b ($23,656,358) is attributable to a present value discount at 5% under generally accepted accounting principles ("GAAP").

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (103 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABIOMED INC$423,296$423,296
ACTIVISION BLIZZARD INC$397,660$397,660
ADOBE SYSTEMS INC$1,605,843$1,605,843
ADR ALIBABA GROUP HOLDING LTD$1,974,093$1,974,093
ADR SMITH & NEPHEW GROUP PLC S$349,409$349,409
AEROJET ROCKETDYNE HLDGS INC$853,092$853,092
ALBEMARLE CORP$310,578$310,578
ALEXION PHARMACEUTICALS INC$699,564$699,564
ALIGN TECHNOLOGY INC.$684,250$684,250
ALLEGHENY TECHNOLOGIES INC$272,110$272,110
ALPHABET INC CAPITAL STOCK CLA$199,968$199,968
ALPHABET INC CAPITAL STOCK CLA$1,299,360$1,299,360
AMAZON COM INC$2,499,592$2,499,592
AMERISAFE INC.$338,619$338,619
ANTHEM INC.$833,366$833,366
AON PLC$656,904$656,904
ARES CAP CORP$330,903$330,903
ATLASSIAN CORPORATION PLC CLAS$395,791$395,791
AUTOZONE INC.$583,819$583,819
BALL CORP$510,997$510,997
BEACON ROOFING SUPPLY INC.$406,490$406,490
BIOMARIN PHARMACEUTICAL INC.$428,250$428,250
BLACKBERRY LTD$91,131$91,131
BRINKS COMPANY$238,344$238,344
CARDTRONICS PLC$305,028$305,028
CARS COM INC.$207,849$207,849
CONDUENT INC.$282,627$282,627
CORECIVIC INC.$217,300$217,300
COSTAR GROUP INC$1,225,027$1,225,027
CREE INC.$430,114$430,114
DORMAN PRODS INC$409,558$409,558
EDWARDS LIFESCIENCES CORP.$1,080,729$1,080,729
ENTEGRIS INC.$361,034$361,034
EQUITRANS MIDSTREAM CORP.$370,686$370,686
EVOQUA WATER TECHNOLOGIES CORP$614,598$614,598
FACEBOOK INC CLASS A$1,152,789$1,152,789
FIRSTCASH INC$538,608$538,608
FLEX LTD$468,997$468,997
FLOOR & DECOR HOLDINGS INC. CL$539,463$539,463
FRONTDOOR INC.$505,746$505,746
GENERAL MILLS INC.$322,473$322,473
GRACE W R & CO DEL$458,258$458,258
GUANGDONG INVT LTD.$164,391$164,391
HALOZYME THERAPEUTICS INC$242,650$242,650
HAYNES INTL INC$137,578$137,578
HD SUPPLY HOLDINGS INC$565,008$565,008
HILTON WORLDWIDE HLDGS INC.$232,230$232,230
HOWARD HUGHES CORP$603,720$603,720
HUNTSMAN CORP.$304,045$304,045
HURON CONSULTING GROUP INC$3,426$3,426
ILLUMINA INC$1,104,450$1,104,450
INTERCONTINENTAL EXCHANGE INC.$686,661$686,661
INTUIT INC.$921,188$921,188
KEMPER CORP.$592,985$592,985
KKR & CO INC. CLASS A$465,954$465,954
LAB CORP AMER HOLDINGS$534,780$534,780
LIVENT CORP.$144,593$144,593
MARATHON PETE CORP$879,160$879,160
MARRIOTT VACATIONS WORLDWIDE C$798,674$798,674
MARTIN MARIETTA MATLS INC$405,914$405,914
MATCH GROUP INC.$1,015,777$1,015,777
MEDICINES COMPANY$372,723$372,723
MIRATI THERAPEUTICS INC.$224,025$224,025
MOLINA HEALTHCARE INC.$479,519$479,519
MONSTER BEVERAGE CORP$990,961$990,961
MSC INDUSTRIAL DIRECT INC. CLA$461,897$461,897
MTS SYSTEMS CORPORATION$295,621$295,621
MULTI-COLOR CORPORATION$436,988$436,988
NETFLIX INC$1,910,064$1,910,064
NVENT ELECTRIC PLC$291,109$291,109
ONESPAWORLD HOLDINGS LTD.$602,563$602,563
PALO ALTO NETWORKS INC$471,704$471,704
PERSPECTA INC.$371,178$371,178
PLAYA HOTELS & RESORTS$415,762$415,762
POST HOLDINGS INC$564,765$564,765
QORVO INC.$496,644$496,644
RINGCENTRAL INC CLASS A$779,043$779,043
RUSH ENTERPRISES INC CLASS A$438,605$438,605
S&P GLOBAL INC$520,728$520,728
SALESFORCE COM INC$1,714,549$1,714,549
SAREPTA THERAPEUTICS INC.$450,228$450,228
SERVICEMASTER GLOBAL HOLDINGS$321,395$321,395
SERVICENOW INC$2,546,637$2,546,637
SHERWIN-WILLIAMS COMPANY$380,839$380,839
STERICYCLE INC.$444,744$444,744
TEGNA INC$597,157$597,157
THERMON GROUP HOLDINGS$305,235$305,235
TWILIO INC. CLASS A$432,911$432,911
TYSON FOODS INC CLASS A$467,323$467,323
UNIFIRST CORP MASS$565,710$565,710
UNIVAR SOLUTION INC.$629,176$629,176
VIASAT INC.$647,368$647,368
VISA INC. CLASS A$2,559,860$2,559,860
VISTEON CORP.$317,972$317,972
WEIGHT WATCHERS INTL INC.$287,360$287,360
WESCO INTL INC$248,185$248,185
WESTERN DIGITAL CORP$594,138$594,138
WORKDAY INC. CLASS A$601,322$601,322
WYNDHAM DESTINATIONS INC.$922,032$922,032
WYNDHAM HOTELS & RESORTS INC.$485,718$485,718
ZEBRA TECHNOLOGIES CORP CLASS$744,737$744,737
ZOETIS INC. CLASS A$608,760$608,760
ZYNGA INC.$364,594$364,594

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,041,408USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,041,408USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (184 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MFO DFA EMERGING MARKETS VALUEFMV$9,895,986$9,895,986
GMO GLOBAL EQUITY ALLOCATION FFMV$27,827,315$27,827,315
HARDING LOEVNER FUNDS, INC. INFMV$23,918,972$23,918,972
4D GLOBAL ENERGY INVESTMENTS PFMV$2,693,958$2,693,958
AACP TAX-EXEMPT INVESTORS IV,FMV$5,295,978$5,295,978
AACP TAX-EXEMPT INVESTORS V LPFMV$612,713$612,713
ABRY ADVANCED SECURITIES FUNDFMV$1,416,254$1,416,254
ABRY HERITAGE PARTNERS, LPFMV$555,025$555,025
ABRY PARTNERS VII LPFMV$1,060,664$1,060,664
ABRY PARTNERS VIII (CAYMAN AIVFMV$275,114$275,114
ABRY PARTNERS VIII, LPFMV$4,427,460$4,427,460
ABRY SENIOR EQUITY IIIFMV$128,000$128,000
ABRY SENIOR EQUITY IVFMV$2,240,275$2,240,275
ABRY SENIOR EQUITY V, L.P.FMV$1,035,371$1,035,371
ADAGE CAPITAL PARTNERS, LPFMV$89,652,645$89,652,645
AKO EUROPEAN LONG-ONLY PARTNERFMV$19,262,200$19,262,200
APOLLO EUROPEAN PRINCIPAL FINAFMV$855,883$855,883
ARCLIGHT ENERGY PARTNERS FUNDFMV$259,491$259,491
ARSENAL CAPITAL PARTNERS III LFMV$1,020,466$1,020,466
ARSENAL CAPITAL PARTNERS IV-BFMV$4,919,875$4,919,875
ARTIMAN VENTURES 2014, L.P.FMV$1,560,678$1,560,678
ARTIMAN VENTURES SELECT 2014,FMV$924,595$924,595
ARTIMAN VENTURES SPECIAL OPPORFMV$570,407$570,407
ASIA ALTERNATIVES CAPITAL PARTFMV$4,672,186$4,672,186
ASIA ALTERNATIVES DELAWARE IIIFMV$148,452$148,452
ASIA ALTERNATIVES DELAWARE IV,FMV$91,784$91,784
ASPECT VENTURES II, L.PFMV$1,482,798$1,482,798
ASPECT VENTURES, LPFMV$4,318,576$4,318,576
ATALAYA SPECIAL OPPORTUNITIESFMV$3,443,888$3,443,888
BAIN CAPITAL ASIA FUND, LPFMV$68,696$68,696
BAIN CAPITAL DOUBLE IMPACT FUNFMV$415,269$415,269
BAIN CAPITAL EUROPE FUND III,FMV$383,481$383,481
BAIN CAPITAL FUND IX, LPFMV$1,569,317$1,569,317
BAIN CAPITAL FUND X LPFMV$3,351,620$3,351,620
BAIN CAPITAL IX COINVESTMENT FFMV$373,897$373,897
BAUPOST VALUE PARTNERS IV, LPFMV$34,637,459$34,637,459
BETTER VENTURES FUND III, LPFMV$247,011$247,011
BLUE WATER ENERGY FUND 1-A LPFMV$6,040,433$6,040,433
BLUE WATER ENERGY FUND II, L.PFMV$1,640,365$1,640,365
BPG INVESTMENT PARTNERSHIP VIIFMV$25,751$25,751
BROOKSIDE CAYMAN, LTDFMV$790,750$790,750
CAPRIA FUND LLCFMV$70,408$70,408
CARMEL PARTNERS INVESTMENT FUNFMV$5,124,488$5,124,488
CHARLESBANK EQUITY FUND IX LPFMV$1,049,052$1,049,052
CHARLESBANK EQUITY FUND VIIFMV$1,081,706$1,081,706
CHARLESBANK EQUITY FUND VIII LFMV$3,108,051$3,108,051
CIM ENTERPRISE LOAN FUND LPFMV$5,425,114$5,425,114
COATUE OFFSHORE LTD CL A SUB HFMV$18,810,761$18,810,761
COMMONFD CAPITAL INTL PARTNERSFMV$743,106$743,106
COMMONFUND CAP PRIVATE EQUITYFMV$387,419$387,419
COMMONFUND CAP PRIVATE EQUITYFMV$1,220,300$1,220,300
COMMONFUND CAPITAL INTL PARTNEFMV$173,676$173,676
COMMONFUND CAPITAL NATURAL RESFMV$1,115,672$1,115,672
COMMONFUND CAPITAL VENTRUE PTRFMV$1,485,767$1,485,767
COMMONFUND CAPITAL VENTURE PTRFMV$344,412$344,412
CONSILIUM EMERGING MARKET SMALFMV$6,423,856$6,423,856
CONTRARIAN C1A CLASS A SERIESFMV$11,320,307$11,320,307
COSTANOA VENTURES III, LPFMV$1,628,075$1,628,075
CROW HOLDINGS SELF-STORAGE FUNFMV$1,430,153$1,430,153
D.E. SHAW ALL COUNTRY GLOBAL AFMV$25,643,006$25,643,006
DAVIDSON KEMPNER INST PARTNERSFMV$19,867,423$19,867,423
DBL PARTNERS III LPFMV$3,766,312$3,766,312
DOVER STREET VII CAYMAN FUND,FMV$541,107$541,107
ECOSYSTEM INTEGRITY FUND III,FMV$887,550$887,550
ELEVAR EQUITY IV LPFMV$613,954$613,954
ENCAP ENERGY CAPITAL FUND VI-BFMV$57,292$57,292
ENCAP ENERGY CAPITAL FUND VII-FMV$552,576$552,576
ENCAP FLATROCK MIDSTREAM FUNDFMV$1,933,214$1,933,214
ENCAP FLATROCK MIDSTREAM FUNDFMV$4,091,224$4,091,224
ENDOWMENT PRIVATE EQUITY PARTNFMV$95,592$95,592
ENDOWMENT VENTURE PARTNERS V,FMV$534,537$534,537
ENERVEST ENERGY INSTITUTIONALFMV$50,347$50,347
ENERVEST ENERGY INSTITUTIONALFMV$451,667$451,667
ENERVEST ENERGY INSTITUTIONALFMV$1$1
ENERVEST ENERGY INSTITUTIONALFMV$8,468,959$8,468,959
ENR PARTNERS II LPFMV$5,618,694$5,618,694
EUROPA FUND IIIFMV$172,035$172,035
FARALLON CAPITAL INSTITUTIONALFMV$1,139,758$1,139,758
FIRSTMARK CAPITAL IV LPFMV$1,896,785$1,896,785
FIRSTMARK CAPITAL OF II, L.P.FMV$2,828,435$2,828,435
FORTRESS INVESTMENT FUND V (COFMV$1,665,081$1,665,081
FORTRESS INVESTMENT FUND V B,FMV$2,436,456$2,436,456
FRAZIER HEALTHCARE GROWTH BUYOFMV$3,078,517$3,078,517
FRAZIER HEALTHCARE GROWTH BUYOFMV$439,716$439,716
FRONTIER SMALL CAP GROWTH FUNDFMV$14,502,799$14,502,799
G2VP I, LLCFMV$879,828$879,828
GENERAL CATALYST GROUP VIFMV$8,063,520$8,063,520
GENERAL CATALYST GROUP VII, LPFMV$4,258,289$4,258,289
GENERAL CATALYST GROUP VIII SUFMV$1,141,049$1,141,049
GENERAL CATALYST GROUP VIII, LFMV$3,170,562$3,170,562
GENERATION IM GLOBAL EQUITY FUFMV$7,251,785$7,251,785
GRAIN COMMUNICATIONS OPPORTUNIFMV$732,175$732,175
GREAT HILL EQUITY PARTNERS VI,FMV$2,313,512$2,313,512
GREENFIELD ACQUISITION PARTNERFMV$81,510$81,510
HARVEST MLP INCOME FUNDFMV$19,743,070$19,743,070
HHR ATLAS LTD CLASS C SERIES 1FMV$17,823,212$17,823,212
HIGHFIELDS CAPITAL IV, LPFMV$1,066,728$1,066,728
HIGHLAND CAPITAL PARTNERS 9 LPFMV$3,934,663$3,934,663
HIGHLAND CAPITAL PARTNERS VIIIFMV$2,941,395$2,941,395
HIGHLINE CAPITAL INTERNATIONALFMV$14,533,102$14,533,102
HITCHWOOD CAPITAL FUND LTD SERFMV$12,638,627$12,638,627
HSH CAYMAN PARTNERS LPFMV$9,972$9,972
ICON VENTURES V, LPFMV$2,685,590$2,685,590
ICON VENTURES VI, LPFMV$2,070,691$2,070,691
INDUS ASIA PACIFIC FUND LTDFMV$41,233$41,233
INTERWEST PARTNERS X, LPFMV$2,002,230$2,002,230
JC FLOWERS II, LPFMV$506,608$506,608
JUNIPER CAPITAL III, LPFMV$2,718,243$2,718,243
KABOUTER INTERNATIONAL OPPORTUFMV$29,531,749$29,531,749
KAYNE ANDERSON ENERGY FUND V (FMV$930,105$930,105
KAYNE ANDERSON ENERGY FUND VIFMV$672,748$672,748
KENSICO OFFSHORE FUND LTD CLASFMV$17,096,839$17,096,839
LIME ROCK RESOURCES IV-A LPFMV$6,691,899$6,691,899
LONE STAR FUND IV (US), LPFMV$31,802$31,802
LONE STAR FUND V (US), LPFMV$1,416,809$1,416,809
LONE STAR FUND VI (US), LPFMV$1,852,044$1,852,044
LONE STAR FUND VII (US) LPFMV$27,075$27,075
LONE STAR FUND VIII (U.S.), L.FMV$1,497,436$1,497,436
LONE STAR FUND X US LPFMV$638,278$638,278
LONE STAR REAL ESTATE FUND (USFMV$242,664$242,664
LSF X U.S. HOLDINGS, L.P.FMV$2,932,281$2,932,281
MADISON DEARBORN CAPITAL PARTNFMV$347$347
MADISON DEARBORN CAPITAL PTRSFMV$104,725$104,725
MADISON INTERNATIONAL RE LIQUIFMV$7,684$7,684
MADISON INTERNATIONAL RE LIQUIFMV$858,355$858,355
MADISON INTERNATIONAL REAL ESTFMV$1,794$1,794
MATERIAL IMPACT FUND I L.PFMV$594,653$594,653
MAYFAIR EQUITY PARTNERS II LPFMV$345,832$345,832
MISCELLANEOUS ASSETSFMV$76,705$76,705
MONOMOY CAPITAL PARTNERS AIV IFMV$708,471$708,471
MORGENTHALER VENTURE PARTNERSFMV$2,130,917$2,130,917
MUCKER IV, LPFMV$1,466,139$1,466,139
MUCKER SELECT, LPFMV$3,053,585$3,053,585
NEW ENERGY CAPITAL INFRASTRUCTFMV$77,459$77,459
NEW ENERGY CAPITAL INFRASTRUCTFMV$1,195,912$1,195,912
NORTH BRIDGE GROWTH EQUITY II,FMV$5,335,196$5,335,196
NORTHGATE PRIVATE EQUITY PARTNFMV$4,550,921$4,550,921
NORTHGATE VENTURE GROWTH I, LPFMV$1,190,199$1,190,199
NORTHGATE VENTURE PARTNERS IIIFMV$7,944,875$7,944,875
OWNERSHIP CAPITAL GLOBAL EQUITFMV$5,782,572$5,782,572
PARK STREET CAPITAL NATURAL REFMV$1,364,116$1,364,116
PATRON CAPITAL LP IIIFMV$127,717$127,717
PATRON CAPITAL LP IVFMV$889,690$889,690
PEAKSPAN CAPITAL GROWTH PARTNEFMV$2,909,775$2,909,775
PEAKSPAN CAPITAL GROWTH PARTNEFMV$202,559$202,559
PERRY PARTNERS INTERNATIONAL,FMV$3,835$3,835
PHOENIX ASIA REAL ESTATE INVESFMV$1,682,324$1,682,324
PROSPECT HARBOR CREDIT PARTNERFMV$23,945$23,945
PVP FUND II, LPFMV$765,158$765,158
RIVERSIDE CAPITAL APPRECIATIONFMV$849,627$849,627
RMS EVERGREEN US FORESTLANDFMV$114,672$114,672
RRG GLOBAL PARTNERS FUND LPFMV$1,011,682$1,011,682
SANKATY CREDIT OPPORTUNITIES (FMV$180,421$180,421
SANKATY CREDIT OPPORTUNITIES IFMV$278,739$278,739
SCULPTOR OVERSEAS FUND LTDFMV$95,690$95,690
SENTAKU INVESTORS, LLCFMV$95,503$95,503
SHORENSTEIN REALTY INVESTORS NFMV$372,909$372,909
SIGMA PRIME PARTNERS IXFMV$1,859,019$1,859,019
SIRIOS OVERSEAS FUND A/1EFMV$20,056,720$20,056,720
SJF VENTURES IV LPFMV$585,416$585,416
SOFINNOVA CAPITAL IXFMV$526,500$526,500
SOFINNOVA CAPITAL VIIIFMV$4,313,134$4,313,134
SOMERSET GLOBAL EMERGING MARKEFMV$20,217,218$20,217,218
SOUTHERN CROSS LATIN AMERICA PFMV$2,008,053$2,008,053
SUMMIT PARTNERS GROWTH EQUITYFMV$2,588,599$2,588,599
SUMMIT PARTNERS VENTURE CAPITAFMV$918,251$918,251
SUSTAINABLE ASSET FUND II, LPFMV$237,760$237,760
TECHNOLOGY IMPACT FUND LPFMV$522,118$522,118
THE NIPPON VALUE INVESTORS JAPFMV$8,936,911$8,936,911
TIFF PARTNERS III, LLCFMV$213,656$213,656
TPG ENDOWMENT FUND V, L.P.FMV$296,806$296,806
TPG ENDOWMENT FUND VI, LPFMV$1,362,371$1,362,371
VENROCK ASSOCIATES VIFMV$4,672,852$4,672,852
VENROCK ASSOCIATES VIIFMV$2,830,679$2,830,679
VENROCK ASSOCIATES VIII, L.PFMV$821,908$821,908
VIKING GLOBAL EQ III LTD CL H/FMV$23,589,540$23,589,540
VISTA EQUITY PARTNERS FUND VIIFMV$784,399$784,399
VISTA EQUITY PARTNERS VI-A LPFMV$4,792,479$4,792,479
VISTA FOUNDATION FUND III-A LPFMV$2,277,598$2,277,598
WESTBROOK RE FUND IXFMV$1,026,603$1,026,603
WGI EMERGING MARKETS LLC FD CUFMV$32,238,345$32,238,345
MFB NTGI-QM COMMON DIVERSIFIEDFMV$12,930,262$12,930,262
SILCHESTER INTERNATIONAL VALUEFMV$26,286,317$26,286,317
SSGA U.S GOVT CREDIT BOND INDEFMV$97,180,938$97,180,938

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (4 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
FURNITURE &FIXT.$397,796$119,338$278,458
LEASEHOLD IMPRV.$2,636,962$241,717$2,395,245
EQUIPMENT$45,935$14,798$31,137
ART WORK$84,400$84,400

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryVARIOUS LEGALCategoryTxt
Legal Fees$172,056LegalFeesAmt
Net Investment Income$44,590NetInvestmentIncomeAmt
Disbursements Charitable Prps$127,466DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PROGRAM RELATED INVESTMENTS$6,748,774$6,600,450$6,600,450
ACCRUED INCOME$4,985,951$10,829,819$10,829,819
PREPAID EXCISE TAXES$1,683,387$1,357,570$1,357,570

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED LOSS ON INVESTMENTSDesc
Amt$8,633,312Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
BOOKS & SUBSCRIPTIONS$10,330$10,330
CONFERENCE/REGISTRATION$47,908$47,908
INSURANCE$56,692$56,692
INTERNET/SOFTWARE$266,524$266,524
MEMBERSHIPS$51,040$51,040
OFFICE SUPPLIES$113,244$113,244
PER DIEM SALARIES$70,117$70,117
POSTAGE$8,628$8,628
TELEPHONE$36,555$36,555
CENTENNIAL$14,850$14,850
PARTNERSHIP EXPENSE$12,029,328

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
PARTNERSHIP INCOME - OTHER PORTFOLIO
INCOME$67,203,971$9,932,680
OTHER INCOME$280,861$280,861
LESS INCOME TAXED AS UNRELATED BUSINESS-$1,685,421
INCOME (IRC 4940(C)(2))

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
GRANT PROGRAM CONSULTANTS$1,193,605$1,193,605
EXECUTIVE SEARCH FEES$123,801$123,801
INVESTMENT MANAGEMENT$3,097,834$3,097,834

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX ON NET INVEST. INC.$346,041
FOREIGN TAXES PAID$480,875
STATE UNRELATED BUSINESS
INCOME TAX$20,223