JOHN A HARTFORD FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHN A HARTFORD FOUNDATION (EIN 13-1667057)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-17
- IRS object ID
- 202512609349100621
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-17T16:29:37-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133628255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131667057 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN A HARTFORD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2128327788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 59TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUA EVA CHENG | PersonNm |
| Person Title | VP, FINANCE & CFO | PersonTitleTxt |
| Phone | 2128327788 | PhoneNum |
| Signature | 2025-08-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXANDER LAZZARUOLO | PreparerPersonNm |
| PTIN | P01775353 | PTIN |
| Phone | 2126617777 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $721,374,884 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $834,530 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $834,530 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,567,802 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,567,802 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,619,803 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $89,907,749 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,619,803 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $200,835 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$14,659 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $37,223,470 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,007,476 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,467,909 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $108,314 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,359,595 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,807,842 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $38,751 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,770,821 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,397,500 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $59,540 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,324,160 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,251 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,251 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $45,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $22,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,545,876 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,957,777 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,608,195 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $469,372 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $67,765 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $251,631 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,528 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $239,448 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $492,839 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $47,419 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $446,324 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $6,820 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $6,820 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $450,168 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,890 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $430,199 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,018,973 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,257,719 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,224,313 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,469,938 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,305,979 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,488,911 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,257,719 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,530,292 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,734,559 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,749,757 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,790,643 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,597,577 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,597,577 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $119,706 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $114,502 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $114,502 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $4,454,720 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $11,220,538 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $11,220,538 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $187,902,126 | CorporateStockBOYAmt |
| Corporate Stock EOY | $210,552,419 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $210,552,419 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $103,522,180 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $115,890,500 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $115,890,500 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $359,765,949 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $364,495,465 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $364,495,465 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,597,511 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,170,348 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $285,812 | LandBOYAmt |
| Land EOY | $427,163 | LandEOYAmt |
| Land EOYFMV | $427,163 | LandEOYFMVAmt |
| Other Assets BOY | $190,207 | OtherAssetsBOYAmt |
| Other Assets EOY | $76,720 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $76,720 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $675,031,343 | TotalAssetsBOYAmt |
| Total Assets EOY | $721,374,884 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $721,374,884 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $790,782 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $819,417 | AccountsPayableEOYAmt |
| Grants Payable BOY | $38,170,699 | GrantsPayableBOYAmt |
| Grants Payable EOY | $29,130,966 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $3,672,333 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,181,396 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $42,633,814 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,131,779 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $632,397,529 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $687,243,105 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $632,397,529 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $687,243,105 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $675,031,343 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $721,374,884 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $632,397,529 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,734,559 | ExcessRevenueOverExpensesAmt |
| Other Increases | $45,746,899 | OtherIncreasesAmt |
| Subtotal | $687,878,987 | SubtotalAmt |
| Other Decreases | $635,882 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $687,243,105 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| STOCKS, ETFS, MF AND COMMINGLED FUNDS & PRIVATE ASSETS | P | $81,204,652 | $53,469,871 | $27,734,781 | $27,734,781 |
| FIXED-INCOME FUNDS | P | $8,696,049 | $8,818,075 | -$122,026 | -$122,026 |
| CLASS ACTION & MISC. | P | $7,048 | $7,048 | $7,048 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,619,803 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $469,122 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $469,122 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $469,122 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $440,007 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $150,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $590,007 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $120,885 | OverpaymentAmt |
| Applied To ES Tax | $120,885 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JOHNAHARTFORD.ORG | WebsiteAddressTxt |
| Individual With Books | EVA CHENG | IndividualWithBooksNm |
| Phone | 2128327788 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 59TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN R MACH JR MD | ||||||||
| 55 E 59TH STREET | NEW YORK | NY | 10022 | CHAIR | 2.10 | $18,301 | $0 | $0 |
| ELIZABETH A PALMER | ||||||||
| 55 E 59TH STREET | NEW YORK | NY | 10022 | CO VICE-CHAIR | 1.80 | $15,500 | $0 | $0 |
| EARL A SAMSON III | ||||||||
| 55 E 59TH STREET | NEW YORK | NY | 10022 | CO VICE-CHAIR | 2.00 | $16,000 | $0 | $0 |
| JOHN H ALLEN | ||||||||
| 55 E 59TH STREET | NEW YORK | NY | 10022 | TRUSTEE | 1.40 | $14,000 | $0 | $0 |
| MARGARET L WOLFF | ||||||||
| 55 E 59TH STREET | NEW YORK | NY | 10022 | TRUSTEE | 1.60 | $16,000 | $0 | $0 |
| NIRAV R SHAH | ||||||||
| 55 E 59TH STREET | NEW YORK | NY | 10022 | TRUSTEE | 1.20 | $14,000 | $0 | $0 |
| LIAM DONOHUE | ||||||||
| 55 E 59TH STREET | NEW YORK | NY | 10022 | TRUSTEE | 1.10 | $13,500 | $0 | $0 |
| GINNA BAIK | ||||||||
| 55 E 59TH STREET | NEW YORK | NY | 10022 | TRUSTEE | 1.10 | $15,785 | $0 | $0 |
| CHARLES M FARKAS | ||||||||
| 55 E 59TH STREET | NEW YORK | NY | 10022 | TRUSTEE | 1.10 | $14,000 | $0 | $0 |
| DAVID DI MARTINO | ||||||||
| 55 E 59TH STREET | NEW YORK | NY | 10022 | TRUSTEE | 1.10 | $13,000 | $0 | $0 |
| TRIPLER PELL | ||||||||
| 55 E 59TH STREET | NEW YORK | NY | 10022 | TRUSTEE | 1.80 | $16,000 | $0 | $0 |
| PHYLLIS D MEADOWS | ||||||||
| 55 E 59TH STREET | NEW YORK | NY | 10022 | TRUSTEE | 1.10 | $14,000 | $0 | $0 |
| HUA EVA CHENG | ||||||||
| 55 E 59TH STREET | NEW YORK | NY | 10022 | VP FINANCE & CFO | 40.00 | $276,300 | $98,161 | $0 |
| TERESA T FULMER | ||||||||
| 55 E 59TH STREET | NEW YORK | NY | 10022 | PRESIDENT | 40.00 | $624,072 | $103,916 | $0 |
| RANI E SNYDER | ||||||||
| 55 E 59TH STREET | NEW YORK | NY | 10022 | VP PROGRAM | 40.00 | $315,000 | $103,595 | $0 |
| MENDA TENZING | ||||||||
| 55 E 59TH STREET | NEW YORK | NY | 10022 | SECRETARY | 40.00 | $72,451 | $36,952 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MARCUS ESCOBEDO | ||||||||
| 55 E 59TH STREET | NEW YORK | NY | 10022 | VP COMMUNICATIONS | 40.00 | $233,000 | $74,359 | $0 |
| JANE CARMODY | ||||||||
| 55 E 59TH STREET | NEW YORK | NY | 10022 | SR PROGRAM OFFICER | 40.00 | $198,300 | $74,471 | $0 |
| NANCY WEXLER | ||||||||
| 55 E 59TH STREET | NEW YORK | NY | 10022 | PROGRAM OFFICER | 40.00 | $201,500 | $49,948 | $0 |
| SCOTT BANE | ||||||||
| 55 E 59TH STREET | NEW YORK | NY | 10022 | SR PROGRAM OFFICER | 40.00 | $156,400 | $44,552 | $0 |
| JON MILLER | ||||||||
| 55 E 59TH STREET | NEW YORK | NY | 10022 | GRANTS MANAGER | 40.00 | $126,800 | $72,176 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 9 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS & CO | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | INVESTMENT ADVISOR & MANAGERS | $1,444,355 |
| D E SHAW OCULUS OFFSHORE | |||||
| 1166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | INVESTMENT MANAGER | $353,693 |
| CANTILLON CAPITAL MANAGEMENT | |||||
| 400 WEST 5TH STREET | NEW YORK | NY | 10019 | INVESTMENT MANAGER | $241,216 |
| MCDONALD DYNAMIC EQUITY LLC | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | INVESTMENT MANAGER | $219,452 |
| EDGEWOOD MANAGEMENT | |||||
| 535 MADISON AVE 15TH | NEW YORK | NY | 10022 | INVESTMENT MANAGER | $215,666 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 24 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COMMUNICATION & DISSEMINATION - TO DISSEMINATE RESOURCES, INCLUDING RESEARCH, REPORTS, EDUCATIONAL MODULES, ARTICLES, TRAINING OPPORTUNITIES, PRODUCED BY THE FOUNDATION'S GRANTEES. TO PARTNER WITH MEDIA OUTLETS TO CREATE CONTENT ABOUT AGING ISSUES AND SUPPORT PROGRAMS THAT HELP JOURNALISTS DO A BETTER JOB REPORTING ON AGING AND HEALTH TOPICS. | Description1Txt |
| Expenses1 | $2,791,430 | Expenses1Amt |
| Description2 | AGING AND HEALTH MEETINGS - TO IDENTIFY COMMON INTERESTS AND ISSUES AMONG GRANTEES AND OPERATIONALIZED NEW PROGRAM-RELATED AND GRANT IDEAS. | Description2Txt |
| Expenses2 | $100,687 | Expenses2Amt |
| Description3 | TECHNICAL ASSISTANCE - TO PROVIDE REGULAR ASSISTANCE AND CONSULTANT EXPENSES TO GRANTEES | Description3Txt |
| Expenses3 | $25,000 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $706,241,374 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $706,241,374 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $706,241,374 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,593,621 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $695,647,753 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,782,388 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,782,388 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $469,122 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $469,122 | TotalTaxAmt |
| Distributable Before Adj | $34,313,266 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $15,318 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,328,584 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,328,584 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,530,292 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $209,116 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $32,739,408 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,328,584 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $29,948,894 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,739,408 | QualifyingDistributionsAmt |
| Applied To Year1 | $29,948,894 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,790,514 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $31,538,070 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PRESIDENT THE JOHN A HARTFORD FOUND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 59TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128327788 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE MAILED TO THE PRESIDENT OF THE FOUNDATION AT THE ABOVE ADDRESS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ONLY TO EXEMPT ORGANIZATIONS UNDER 501 (C)(3) OF THE IRS CODE, AND THAT ARE NOT PRIVATE FOUNDATIONS WITHIN THE MEANING OF SECTION 509 (A) OR A STATE OR POLITICAL SUBDIVISION THEREOF. NO GRANTS TO INDIVIDUALS. OUR PROGRAMMATIC AREAS OF EMPHASIS INCLUDE AGE-FRIENDLY HEALTH SYSTEM, FAMILY CAREGIVER SUPPORT AND SERIOUS ILLNESS/END OF LIFE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (177 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| HEBREW HOME FOR THE AGED AT RIVERDALE FOUNDATION | ||||||||
| 5901 PALISADE AVENUE | RIVERDALE | NY | 10471 | N/A | PC | 107TH ANNIVERSARY GALA | $13,635 | |
| UNIVERSITY OF THE PEOPLE | ||||||||
| 595 E COLORADO BOULEVARD SUITE 623 | PASADENA | CA | 91101 | N/A | PC | 15TH ANNIVERSARY GALA | $700 | |
| PRIMARY CARE DEVELOPMENT CORPORATION | ||||||||
| 45 BROADWAY SUITE 530 | NEW YORK | NY | 10006 | N/A | PC | 2024 GALA IN TRIBECA | $1,500 | |
| HISPANICS IN PHILANTHROPY | ||||||||
| 548 MARKET ST 60300 | SAN FRANCISCO | CA | 94104 | N/A | PC | 2024 ORGANIZATIONAL MEMBERSHIP | $5,000 | |
| YWCA OF THE CITY OF NEW YORK | ||||||||
| 50 BROADWAY | NEW YORK | NY | 10004 | N/A | PC | 2024 SALUTE GALA LEADER SPONSORSHIP | $1,900 | |
| UNITED HOSPITAL FUND OF NEW YORK | ||||||||
| 1411 BROADWAY 12TH FLOOR | NEW YORK | NY | 100183496 | N/A | PC | 2024 TRIBUTE TO EXCELLENCE IN HEALTH CARE | $1,000 | |
| NATIONAL ALLIANCE FOR CAREGIVING | ||||||||
| 1730 RHODE ISLAND AVENUE NW SUITE | WASHINGTON | DC | 20036 | N/A | PC | ACT ON RAISE CAMPAIGN | $587,323 | 812 |
| AMERICAN SOCIETY ON AGING | ||||||||
| 548 MARKET STREET PMB 85589 | SAN FRANCISCO | CA | 941045401 | N/A | PC | ADVANCING EQUITY IN AGING | $111,966 | |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 441067015 | N/A | PC | AGE-FRIENDLY HEALTH SYSTEMS: AMBULATORY CARE CONTINUUM EVALUATION, SCALE-UP AND SPREAD | $816,317 | |
| USAGING | ||||||||
| 1100 NEW JERSEY AVENUE SE SUITE 350 | WASHINGTON | DC | 20003 | N/A | PC | AGING AND DISABILITY BUSINESS INSTITUTE, PHASE III: ADVANCING EQUITY AND EXCELLENCE THROUGH SUSTAINABLE NETWORKS AND PARTNERSHIPS | $924,885 | |
| AMERICAN SOCIETY ON AGING | ||||||||
| 548 MARKET STREET PMB 85589 | SAN FRANCISCO | CA | 941045401 | N/A | PC | ASA RISE: ADVANCING EQUITY IN AGING | $136,850 | |
| BELLEVUE ASSOCIATION INC | ||||||||
| 462 1ST AVE N-ME15 | NEW YORK | NY | 10016 | N/A | PC | BELLEVUE GALA 2024 | $865 | |
| FUND FOR PUBLIC HEALTH IN NEW YORK CITY | ||||||||
| 22 CORTLANDT STREET | NEW YORK | NY | 10007 | N/A | PC | BOLD PUBLIC HEALTH DEMENTIA CARE FOR NYC | $65,000 | |
| CENTER FOR HEALTH POLICY DEVELOPMENT NATIONAL ACADEMY FOR STATE HEALTH POL | ||||||||
| 1233 20TH ST NW SUITE 303 | WASHINGTON | DC | 20036 | N/A | PC | BUILDING STATE POLICIES TO IMPROVE CARE FOR PEOPLE WITH SERIOUS ILLNESS | $226,633 | |
| BRIGHT FOCUS FOUNDATION | ||||||||
| 22512 GATEWAY CENTER DR | CLARKSBURG | MD | 20871 | N/A | PC | CONCERT FOR THE CURES - DRUG DISCOVERY TICKET | $1,500 | |
| GRANTMAKERS IN AGING | ||||||||
| 333 MAMARONECK AVENUE 238 | WHITE PLAINS | NY | 10605 | N/A | PC | CORE SUPPORT RENEWAL: BUILDING AN AGING PHILANTHROPY MOVEMENT | $128,384 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 606017633 | N/A | PC | DEMENTIA CARE NAVIGATION ROUNDTABLE | $10,000 | |
| INSTITUTE FOR HEALTHCARE IMPROVEMENT | ||||||||
| 53 STATE STREET 19TH FLOOR | BOSTON | MA | 02109 | N/A | PC | DIAGNOSTIC EXCELLENCE AGE-FRIENDLY HEALTH SYSTEMS (AFHS) SEED GRANTS PROGRAM | $296,923 | |
| USAGING | ||||||||
| 1100 NEW JERSEY AVENUE SE SUITE 350 | WASHINGTON | DC | 20003 | N/A | PC | DISASTER RELIEF FUND | $24,500 | |
| BROOKLYN FAITH SDA | ||||||||
| 5518 CHURCH AVE | BROOKLYN | NY | 11203 | N/A | PC | DISCRETIONARY GRANTS | $2,000 | |
| OLD FORGE LIBRARY ASSOCIATION | ||||||||
| 220 CROSBY BOULEVARD | OLD FORGE | NY | 11320 | N/A | PC | DISCRETIONARY GRANTS | $1,000 | |
| MYASTHENIA GRAVIS FOUNDATION OF AMERICA | ||||||||
| SUITE 5-315 WESTBOROUGH | WESTBOROUGH | MA | 01581 | N/A | PC | DISCRETIONARY GRANTS | $2,000 | |
| THE ANDREA C CAMERON FOUNDATION INC | ||||||||
| 11789 BLACKWOODS LANE | PALM BEACH GARDENS | FL | 33412 | N/A | PC | DISCRETIONARY GRANTS | $2,000 | |
| WORLD CHAN BUDDHIST ASSOCIATION | ||||||||
| 43-08 MAIN STREET | FLUSHING | NY | 11355 | N/A | PC | DISCRETIONARY GRANTS | $2,000 | |
| CENTER FOR TRANSFORMATIVE ACTION | ||||||||
| 119 ANABEL TAYLOR HALL | ITHACA | NY | 14851 | N/A | PC | DISCRETIONARY GRANTS | $2,000 | |
| NAMI NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||||
| 2601 N HOWARD ST STE 130 | BALTIMORE | MD | 21297 | N/A | PC | DISCRETIONARY GRANTS | $1,000 | |
| CLEAN AIR TASK FORCE INC | ||||||||
| 114 STATE STREET 6TH FLOOR | BOSTON | MA | 02109 | N/A | PC | DISCRETIONARY GRANTS | $2,000 | |
| CGD ASSOCIATION OF AMERICA INC | ||||||||
| 2005 PALMER AVENUE 197 | LARCHMONT | NY | 10538 | N/A | PC | DISCRETIONARY GRANTS | $2,000 | |
| ST JOHN VIANNEY CHURCH | ||||||||
| 140-10 34TH AVE | FLUSHING | NY | 11354 | N/A | PC | DISCRETIONARY GRANTS | $2,000 | |
| LEAP TO SHINE | ||||||||
| 140 KINGSLAND CIRCLE | MONMOUTH JUNCTION | NJ | 08852 | N/A | PC | DISCRETIONARY GRANTS | $1,500 | |
| ROADS TO SUCCESS | ||||||||
| 3RD FLOOR NEW YORK | NEW YORK | NY | 10029 | N/A | PC | DISCRETIONARY GRANTS | $1,000 | |
| BACK ON MY FEET | ||||||||
| 100 S BROAD STREET SUITE 2136 | PHILADELPHIA | PA | 19176 | N/A | PC | DISCRETIONARY GRANTS | $2,000 | |
| SOUTH BROOKLYN ACADEMY | ||||||||
| 418 E 45TH ST | BROOKLYN | NY | 11203 | N/A | PC | DISCRETIONARY GRANTS | $2,000 | |
| DOCTORS WITHOUT BORDERS USA INC | ||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | DISCRETIONARY GRANTS | $1,000 | |
| SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC (SAG | ||||||||
| 305 SEVENTH AVENUE 15TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | DISCRETIONARY GRANTS | $2,000 | |
| WHISKERS-A-GOGO INC | ||||||||
| 447 GRAHAM AVE | BROOKLYN | NY | 11222 | N/A | PC | DISCRETIONARY GRANTS | $2,000 | |
| BRONX CHARTER SCHOOL FOR EXCELLENCE | ||||||||
| 1960 BENEDICT AVENUE | BRONX | NY | 10462 | N/A | PC | DISCRETIONARY GRANTS | $2,000 | |
| SARASOTA MEMORIAL HEALTHCARE FOUNDATION | ||||||||
| 1515 SO OSPREY AVE B4 | SARASOTA | FL | 34239 | N/A | PC | DISCRETIONARY GRANTS | $2,000 | |
| SANKARA EYE FOUNDATION USA | ||||||||
| 302 MILPITAS | MILPITAS | CA | 95035 | N/A | PC | DISCRETIONARY GRANTS | $2,500 | |
| NEW YORK CITY GAY AND LESBIAN ANTI-VIOLENCE | ||||||||
| 3RD FLOOR NEW YORK | NEW YORK | NY | 10038 | N/A | PC | DISCRETIONARY GRANTS | $3,000 | |
| INNOVATIVE LEARNING INSTITUTES INC | ||||||||
| 19 STONE ST | BEVERLY | MA | 01915 | N/A | PC | DISCRETIONARY GRANTS | $4,000 | |
| AMERICAN HEART ASSOCIATION IN THE GREATER | ||||||||
| 4601 FAIRFAX DR SUITE 700 | ARLINGTON | VA | 22203 | N/A | PC | DISCRETIONARY GRANTS | $4,000 | |
| KOREAN-AMERICAN COMMUNITY FOUNDATION INC | ||||||||
| 135 EAST 64TH STREET 2ND FLOOR | NEW YORK CITY | NY | 10065 | N/A | PC | DISCRETIONARY GRANTS | $4,000 | |
| UNIVERSITY OF MASSACHUSETTS AMHERST | ||||||||
| 134 HICKS WAY | AMHERST | MA | 01003 | N/A | PC | DISCRETIONARY GRANTS | $4,000 | |
| MARIE SELBY BOTANICAL GARDENS INC | ||||||||
| 1534 MOUND ST | SARASOTA | FL | 34236 | N/A | PC | DISCRETIONARY GRANTS | $4,000 | |
| BEACON SCHOOL PARENT ASSOCIATION | ||||||||
| 522 WEST 44TH STREET | NEW YORK | NY | 10036 | N/A | PC | DISCRETIONARY GRANTS | $4,000 | |
| STATES NEWSROOM | ||||||||
| STE 460 WASHINGTON | WASHINGTON | DC | 20001 | N/A | PC | DISCRETIONARY GRANTS | $2,000 | |
| OLD FORGE VOLUNTEER FIRE DEPARTMENT INC | ||||||||
| PO BOX 1170 | OLD FORGE | NY | 13420 | N/A | PC | DISCRETIONARY GRANTS | $1,000 | |
| THE ARTS GUILD OF OLD FORGE INC DBA VIE | ||||||||
| 3273 STATE ROUTE 28 | OLD FORGE | NY | 13420 | N/A | PC | DISCRETIONARY GRANTS | $1,000 | |
| COOL EARTH ACTION USA INC | ||||||||
| 1 SENTRY LANE CHESTER | CHESTER | NJ | 07930 | N/A | PC | DISCRETIONARY GRANTS | $500 | |
| ACADEMY FOR COLLEGE PREPARATION AND CAREE | ||||||||
| 911 FLATBUSH AVE | BROOKLYN | NY | 11226 | N/A | PC | DISCRETIONARY GRANTS | $500 | |
| 350ORG | ||||||||
| PO BOX 843004 | BOSTON | MA | 022843004 | N/A | PC | DISCRETIONARY GRANTS | $750 | |
| ASIAN AMERICAN WRITERS WORKSHOP INC | ||||||||
| 110-112 WEST 27TH STREET | NEW YORK | NY | 10001 | N/A | PC | DISCRETIONARY GRANTS | $750 | |
| BROWN UNIVERSITY OF PROVIDENCE | ||||||||
| CONTROLLERS OFFICE BOX J | PROVIDENCE | RI | 02912 | N/A | PC | DISCRETIONARY GRANTS | $1,000 | |
| MID COAST HOSPITAL | ||||||||
| OFFICE OF PHILANTHROPY BRUNSWICK | BRUNSWICK | ME | 04011 | N/A | PC | DISCRETIONARY GRANTS | $1,000 | |
| AMERICAN SOCIETY ON AGING | ||||||||
| 548 MARKET STREET PMB 85589 | SAN FRANCISCO | CA | 94105 | N/A | PC | DISCRETIONARY GRANTS | $1,000 | |
| HAND OF HOPE - FLM | ||||||||
| 6127 QUARTZ CT | GRAND BLANC | MI | 48439 | N/A | PC | DISCRETIONARY GRANTS | $1,000 | |
| NATIONAL ACADEMY OF SCIENCES | ||||||||
| 500 FIFTH STREET | WASHINGTON | DC | 20001 | N/A | PC | DISCRETIONARY GRANTS | $250 | |
| UNIVERSITY OF THE PEOPLE | ||||||||
| 595 E COLORADO BLVD 623 | PASADENA | CA | 91101 | N/A | PC | DISCRETIONARY GRANTS | $250 | |
| NURSE TRUST INC | ||||||||
| 201 E MAIN STREET | LEXINGTON | KY | 40507 | N/A | PC | DISCRETIONARY GRANTS | $250 | |
| COMMUNITY PARTNERS | ||||||||
| 1000 N ALAMEDA STREET STE 240 | LOS ANGELES | CA | 90012 | N/A | PC | DISCRETIONARY GRANTS | $1,000 | |
| NURSES EDUCATIONAL FUNDS INC | ||||||||
| 137 MONTAGUE STREET SUITE 144 | BROOKLYN | NY | 11201 | N/A | PC | DISCRETIONARY GRANTS | $250 | |
| ARIZONA CENTER FOR EMPOWERMENT | ||||||||
| 5716 N 19TH AVENUE | PHOENIX | AZ | 85015 | N/A | PC | DISCRETIONARY GRANTS | $1,000 | |
| UNIVERSITY OF WASHINGTON | ||||||||
| GRANT AND CONTRACT SERVICES | SEATTLE | WA | 981046613 | N/A | PC | DISSEMINATING EVIDENCE-BASED MESSAGING ABOUT PALLIATIVE & END-OF-LIFE CARE FOR PERSONS LIVING WITH SERIOUS ILLNESS | $515,088 | |
| AMERICAN LIBRARY ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | N/A | PC | DONATION TO CULTURAL COMMUNITIES FUND | $50,000 | |
| GERONTOLOGICAL SOCIETY OF AMERICA | ||||||||
| 1220 L STREET NW SUITE 901 | WASHINGTON | DC | 20005 | N/A | PC | ESTABLISHING THE NATIONAL CENTER TO FRAME AGING: ADVANCING A NEW CONVERSATION ABOUT AGING IN AMERICA | $482,956 | |
| EDUCATION DEVELOPMENT CENTER INC | ||||||||
| 300 FIFTH AVENUE | WALTHAM | MA | 02451 | N/A | PC | EXPANDING EVIDENCE-BASED COMPREHENSIVE DEMENTIA CARE | $284,477 | |
| REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||
| 10920 WILSHIRE BOULEVARD SUITE 500 | LOS ANGELES | CA | 900246502 | N/A | PC | EXPANDING EVIDENCE-BASED COMPREHENSIVE DEMENTIA CARE | $314,845 | |
| INSTITUTE FOR HEALTHCARE IMPROVEMENT | ||||||||
| 53 STATE STREET 19TH FLOOR | BOSTON | MA | 02109 | N/A | PC | FELLOWSHIP IN DIAGNOSTIC EXCELLENCE PROGRAM | $50,000 | |
| NATIONAL ACADEMY OF SCIENCES | ||||||||
| 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | N/A | PC | FORUM ON ADVANCING DIAGNOSTIC EXCELLENCE | $25,000 | |
| USAGAINSTALZHEIMER'S | ||||||||
| 5614 CONNECTICUT AVE NW 288 | WASHINGTON | DC | 20015 | N/A | PC | GENERAL COALITION WORK ON DEMENTIA | $7,500 | |
| COMMUNITY CATALYST INC | ||||||||
| ONE FEDERAL STREET FLOOR 5 | BOSTON | MA | 02110 | N/A | PC | GENERAL OPERATING SUPPORT: ADVANCING EQUITY FOR OLDER ADULTS | $99,971 | |
| CENTER FOR MEDICARE ADVOCACY INC | ||||||||
| PO BOX 350 | WILLIMANTIC | CT | 06226 | N/A | PC | GENERAL OPERATING SUPPORT: ADVANCING EQUITY FOR OLDER ADULTS | $100,000 | |
| JUSTICE IN AGING | ||||||||
| 1330 BROADWAY SUITE 525 | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT: ADVANCING HEALTH EQUITY FOR OLDER ADULTS | $100,000 | |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||
| OFFICE OF SPONSORED RESEARCH | CHAPEL HILL | NC | 275991350 | N/A | PC | GERIATRICS EMERGENCY DEPARTMENT 4.0: ACCREDITATION, DISSEMINATION, SUSTAINABILITY AND EVALUATION | $667,931 | |
| NEW YORK UNIVERSITY | ||||||||
| 70 WASHINGTON SQUARE SOUTH | NEW YORK | NY | 10010 | N/A | PC | GERIATRICS EMERGENCY DEPARTMENT 4.0: ACCREDITATION, DISSEMINATION, SUSTAINABILITY AND EVALUATION | $371,697 | |
| EMERGENCY MEDICINE FOUNDATION | ||||||||
| 4950 WEST ROYAL LANE | IRVING | TX | 750632524 | N/A | PC | GERIATRICS EMERGENCY DEPARTMENT 4.0: ACCREDITATION, DISSEMINATION, SUSTAINABILITY AND EVALUATION | $295,525 | |
| AMERICAN COLLEGE OF SURGEONS | ||||||||
| 633 N SAINT CLAIR STREET | CHICAGO | IL | 606113295 | N/A | PC | GERIATRICS SURGERY VERIFICATION (GSV) PHASE III: AGE-FRIENDLY SURGERY, A DELIRIUM-FOCUSED ENTRY TO GSV | $545,028 | |
| AMERICAN COLLEGE OF SURGEONS | ||||||||
| 633 N SAINT CLAIR STREET | CHICAGO | IL | 606113295 | N/A | PC | GERIATRIC SURGERY VERIFICATION (GSV) PHASE II: EVALUATION AND IMPROVEMENT | $618,939 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||||
| 550 16TH STREET 7TH FLOOR | SAN FRANCISCO | CA | 94143 | N/A | PC | LAUNCHING AND EMPOWERING A NATIONAL AGE-FRIENDLY HEALTH SYSTEMS RESEARCH COMMUNITY | $917,066 | |
| DAFFY CHARITABLE FUND | ||||||||
| 221 MAIN STREET 2061 | LOS ALTOS | CA | 94023 | N/A | PC | MATCHING GRANTS | $50,000 | |
| ST LAWRENCE UNIVERSITY | ||||||||
| 23 ROMODA DR | CANTON | NY | 13617 | N/A | PC | MATCHING GRANTS | $52,000 | |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | N/A | PC | MATCHING GRANTS | $124,478 | |
| CAMP HARBOR VIEW FOUNDATION INC | ||||||||
| 200 CLARENDON STREET 60TH FLOOR | BOSTON | MA | 02116 | N/A | PC | MATCHING GRANTS | $40,000 | |
| GRACE EPISCOPAL DAY SCHOOL | ||||||||
| 9411 CONNECTICUT AVE | KENSINGTON | MD | 20895 | N/A | PC | MATCHING GRANTS | $20,000 | |
| CENTRAL PARK CONSERVANCY INC | ||||||||
| 717 FIFTH AVENUE 5TH FL | NEW YORK | NY | 10022 | N/A | PC | MATCHING GRANTS | $100 | |
| UNIVERSITY OF ARIZONA FOUNDATION | ||||||||
| 1111 NORTH CHERRY AVENUE | TUCSON | AZ | 85721 | N/A | PC | MATCHING GRANTS | $320 | |
| BASEBALL HALL OF FAME AND MUSEUM INC | ||||||||
| 25 MAIN STREET | COOPERSTOWN | NY | 13326 | N/A | PC | MATCHING GRANTS | $1,000 | |
| THE METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | N/A | PC | MATCHING GRANTS | $126 | |
| VERTICAL RAISE NP INC | ||||||||
| 1424 E SHERMAN AVE STE 300 | COEUR D ALENE | ID | 83814 | N/A | PC | MATCHING GRANTS | $200 | |
| HARTWICK COLLEGE | ||||||||
| 1 HARTWICK DRIVE | ONEONTA | NY | 138204020 | N/A | PC | MATCHING GRANTS | $1,000 | |
| ARRAY ALLIANCE INC | ||||||||
| 16000 VENTURA BLVD STE 900 | ENCINO | CA | 91436 | N/A | PC | MATCHING GRANTS | $128 | |
| LOFT CINEMA INC | ||||||||
| 3233 E SPEEDWAY BLVD | TUCSON | AZ | 85716 | N/A | PC | MATCHING GRANTS | $132 | |
| NEW YORK HISTORICAL SOCIETY | ||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | N/A | PC | MATCHING GRANTS | $170 | |
| BROWN UNIVERSITY OF PROVIDENCE | ||||||||
| CONTROLLERS OFFICE BOX J | PROVIDENCE | RI | 02912 | N/A | PC | MATCHING GRANTS | $200 | |
| COMMUNITY PARTNERS | ||||||||
| 1000 N ALAMEDA STREET STE 240 | LOS ANGELES | CA | 90012 | N/A | PC | MATCHING GRANTS | $500 | |
| NATIONAL WILDLIFE FEDERATION | ||||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 20190 | N/A | PC | MATCHING GRANTS | $500 | |
| NEW YORK PUBLIC RADIO | ||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | N/A | PC | MATCHING GRANTS | $1,240 | |
| HOUSATONIC YOUTH SERVICE BUREAU INC | ||||||||
| PO BOX 356 | FALLS VILLAGE | CT | 06031 | N/A | PC | MATCHING GRANTS | $500 | |
| WORLD CENTRAL KITCHEN INCORPORATED | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20009 | N/A | PC | MATCHING GRANTS | $409 | |
| TEACHERS COLLEGE COLUMBIA UNIVERSITY | ||||||||
| 525 WEST 120TH STREET | NEW YORK | NY | 10027 | N/A | PC | MATCHING GRANTS | $200 | |
| ARIZONA CENTER FOR EMPOWERMENT | ||||||||
| 5716 N 19TH AVENUE | PHOENIX | AZ | 85015 | N/A | PC | MATCHING GRANTS | $300 | |
| UPPER HOUSATONIC VALLEY NATIONAL HERITAGE | ||||||||
| 24 MAIN ST PO BOX 493 | SALISBURY | CT | 06068 | N/A | PC | MATCHING GRANTS | $300 | |
| ENSEMBLE IPSE INC | ||||||||
| 671A QUINCY STREET STE APT 1 | BROOKLYN | NY | 11221 | N/A | PC | MATCHING GRANTS | $250 | |
| ROYAL FAMILY PRODUCTIONS | ||||||||
| 145 WEST 46TH STREET | NEW YORK | NY | 10036 | N/A | PC | MATCHING GRANTS | $200 | |
| HISPANIC FEDERATION INC | ||||||||
| 55 EXCHANGE PLACE 5TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | MATCHING GRANTS | $200 | |
| MEDICARE RIGHTS CENTER INC | ||||||||
| 266 WEST 37TH STREET 3RD FLOOR | NEW YORK | NY | 10018 | N/A | PC | MATCHING GRANTS | $215 | |
| COOPERSTOWN ART ASSOCIATION | ||||||||
| 22 MAIN STREET | COOPERSTOWN | NY | 13326 | N/A | PC | MATCHING GRANTS | $200 | |
| YWCA OF THE CITY OF NEW YORK | ||||||||
| 50 BROADWAY | NEW YORK | NY | 10004 | N/A | PC | MATCHING GRANTS | $200 | |
| FILM AT LINCOLN CENTER INC | ||||||||
| 70 LINCOLN CENTER PLAZA SUITE 4 | NEW YORK | NY | 10023 | N/A | PC | MATCHING GRANTS | $460 | |
| CHORE SERVICE INC | ||||||||
| PO BOX 522 | LAKEVILLE | CT | 06039 | N/A | PC | MATCHING GRANTS | $2,000 | |
| COMMUNITY TRANSPORTATION SERVICES LTD | ||||||||
| PO BOX 995 | OLD FORGE | NY | 13420 | N/A | PC | MATCHING GRANTS | $1,000 | |
| EPIPHANY SCHOOL INC | ||||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | N/A | PC | MATCHING GRANTS | $2,500 | |
| COMMUNITY FOOD BANK INC | ||||||||
| 3003 S COUNTRY CLUB RD | TUCSON | AZ | 85713 | N/A | PC | MATCHING GRANTS | $100 | |
| RESCUE CITY | ||||||||
| 8700 25TH AVENUE APT 2U | BROOKLYN | NY | 11214 | N/A | PC | MATCHING GRANTS | $100 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | MATCHING GRANTS | $100 | |
| FENWAY HIGH SCHOOL FUND | ||||||||
| 67 ALLEGHANY STREET | BOSTON | MA | 02120 | N/A | PC | MATCHING GRANTS | $7,500 | |
| FRIENDS OF BASSETT | ||||||||
| ONE ATWELL ROAD | COOPERSTOWN | NY | 13326 | N/A | PC | MATCHING GRANTS | $5,000 | |
| NEW YORK SHAKESPEARE FESTIVAL | ||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | N/A | PC | MATCHING GRANTS | $100 | |
| SKIDMORE COLLEGE | ||||||||
| 815 NORTH BROADWAY | SARATOGA SPRINGS | NY | 12866 | N/A | PC | MATCHING GRANTS | $2,000 | |
| NATIONAL AUDUBON SOCIETY INC | ||||||||
| 225 VARICK STREET 7TH FLOOR | NEW YORK | NY | 10014 | N/A | PC | MATCHING GRANTS | $5,000 | |
| MOBILE MEALS OF SOUTHERN ARIZONA | ||||||||
| 3355 S SIXTH AVENUE | TUCSON | AZ | 85713 | N/A | PC | MATCHING GRANTS | $100 | |
| BEACON SCHOOL PARENT ASSOCIATION | ||||||||
| 522 WEST 44TH STREET | NEW YORK | NY | 10036 | N/A | PC | MATCHING GRANTS | $4,500 | |
| THESSALONICA AGRICULTURAL & INDUSTRIAL IN | ||||||||
| 1740 BROADWAY SUITE 1500 | NEW YORK | NY | 10019 | N/A | PC | MATCHING GRANTS | $200 | |
| ST PETER'S CHURCH | ||||||||
| 692 DEEP HOLLOW RD | MILLBROOK | NY | 12545 | N/A | PC | MATCHING GRANTS | $4,000 | |
| EAST ORANGE YMCA | ||||||||
| 100 N ARLINGTON AVE | EAST ORANGE | NJ | 07017 | N/A | PC | MATCHING GRANTS | $4,000 | |
| THE PALEY CENTER FOR MEDIA | ||||||||
| 25 WEST 52ND STREET | NEW YORK | NY | 10019 | N/A | PC | MATCHING GRANTS | $100 | |
| ADVANCING STATES INC | ||||||||
| 1201 15TH ST NW STE 350 | WASHINGTON | DC | 20005 | N/A | PC | MAXIMIZING THE IMPACT OF AMERICAN RESCUE PLAN ACT HOME AND COMMUNITY-BASED FUNDING - STATE SUPPORT AND LEARNING PROJECT | $149,758 | |
| GRANTMAKERS IN HEALTH | ||||||||
| 1100 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | N/A | PC | MEMBERSHIP SUPPORT (2024) | $20,150 | 1100 |
| NATIONAL RURAL HEALTH ASSOCIATION | ||||||||
| 406 WEST 34TH STREET | KANSAS CITY | MO | 64111 | N/A | PC | MEMBERSHIP SUPPORT (2024) | $641 | |
| AMERICAN TELEMEDICINE ASSOCIATION | ||||||||
| 901 N GLEBE ROAD SUITE 850 | ARLINGTON | VA | 22203 | N/A | PC | MEMBERSHIP SUPPORT (2024) | $5,000 | |
| AMERICAN PUBLIC HEALTH ASSOCIATION INC | ||||||||
| 800 I ST NW | WASHINGTON | DC | 20001 | N/A | PC | MEMBERSHIP SUPPORT (2024) | $525 | |
| LEADINGAGE INC | ||||||||
| 2519 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20008 | N/A | PC | MEMBERSHIP SUPPORT (2024) | $1,050 | |
| SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC (SAG | ||||||||
| 305 SEVENTH AVENUE 15TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | MEMBERSHIP SUPPORT (2024) | $5,000 | |
| PHILANTHROPY NEW YORK INC | ||||||||
| 320 EAST 43RD STREET | NEW YORK | NY | 10017 | N/A | PC | MEMBERSHIP SUPPORT (2024) | $19,750 | |
| DUKE UNIVERSITY | ||||||||
| 324 BLACKWELL STREET SUITE 900 | DURHAM | NC | 277080001 | N/A | PC | MOVING AND SCALING HOME-BASED PRIMARY CARE, PHASE III: QUALITY, TRAINING, ADVOCACY AND POLICY | $108,075 | |
| AMERICAN ACADEMY OF HOME CARE MEDICINE INC | ||||||||
| 307 SOUTH EATON STREET | BALTIMORE | MD | 21224 | N/A | PC | MOVING AND SCALING HOME-BASED PRIMARY CARE, PHASE III: QUALITY, TRAINING, ADVOCACY AND POLICY | $119,284 | |
| HOME CENTERED CARE INSTITUTE | ||||||||
| 1900 EAST GOLF ROAD SUITE 480 | SCHAUMBURG | IL | 60173 | N/A | PC | MOVING AND SCALING HOME-BASED PRIMARY CARE, PHASE III: QUALITY, TRAINING, ADVOCACY AND POLICY | $269,648 | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| SCHOOL OF MEDICINE | BALTIMORE | MD | 21231 | N/A | PC | MOVING AND SCALING HOME-BASED PRIMARY CARE, PHASE III: QUALITY, TRAINING, ADVOCACY AND POLICY | $470,206 | |
| LEADINGAGE INC | ||||||||
| 2519 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20008 | N/A | PC | MOVING FORWARD NURSING HOME QUALITY COALITION, PHASE II | $1,126,770 | |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | N/A | PC | MOVING HOSPITAL AT HOME INTO THE MAINSTREAM OF HEALTH CARE DELIVERY, ADDRESSING HEALTH EQUITY AND SUPPORTING FAMILY CAREGIVING | $723,775 | |
| PUBLIC POLICY LAB INC | ||||||||
| 20 JAY STREET SUITE 910 | BROOKLYN | NY | 11201 | N/A | PC | MULTI-SECTOR PLANS ON AGING 2024 | $50,000 | |
| NATIONAL ACADEMY OF SCIENCES | ||||||||
| 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | N/A | PC | NAM-AARP GEOSCIENCE WORKSHOP | $20,000 | |
| NATIONAL ACADEMY OF SCIENCES | ||||||||
| 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | N/A | PC | NATIONAL ACADEMY OF MEDICINE SCHOLARS IN DIAGNOSTIC EXCELLENCE | $106,465 | |
| EDUCATION DEVELOPMENT CENTER INC | ||||||||
| 300 FIFTH AVENUE | WALTHAM | MA | 02451 | N/A | PC | NATIONAL COLLABORATORY TO ADDRESS ELDER MISTREATMENT PHASE III: EXPANDING THE IMPACT OF THE ELDER MISTREATMENT EMERGENCY DEPARTMENT TOOLKIT | $509,780 | |
| EDUCATION DEVELOPMENT CENTER INC | ||||||||
| 300 FIFTH AVENUE | WALTHAM | MA | 02451 | N/A | PC | NATIONAL COLLABORATORY TO ADDRESS ELDER MISTREATMENT PHASE IV: INTEGRATING ELDER MISTREATMENT PREVENTION AND INTERVENTION IN MAINSTREAM HEALTH AND SOCIAL CARE | $643,512 | |
| FAIR HEALTH | ||||||||
| 530 FIFTH AVENUE 18TH FLOOR | NEW YORK | NY | 10036 | N/A | PC | NATIONAL INITIATIVE TO ADVANCE COST INFORMATION IN SHARED DECISION-MAKING FOR OLDER ADULTS WITH SERIOUS HEALTH CONDITIONS: PHASE II IMPLEMENTATION PROJECT | $951,298 | |
| NATIONAL RURAL HEALTH ASSOCIATION | ||||||||
| 406 WEST 34TH STREET | KANSAS CITY | MO | 64111 | N/A | PC | NATIONAL RURAL AGE-FRIENDLY INITIATIVE: IMPLEMENTATION GRANT | $624,871 | |
| NATIONAL RURAL HEALTH ASSOCIATION | ||||||||
| 406 WEST 34TH STREET | KANSAS CITY | MO | 64111 | N/A | PC | NATIONAL RURAL AGE-FRIENDLY INITIATIVE: PLANNING GRANT | $189,445 | |
| NEW YORK ACADEMY OF MEDICINE | ||||||||
| 1216 FIFTH AVENUE | NEW YORK | NY | 100295293 | N/A | PC | NYAM GALA 2024: ADVOCATE FOR DREAMS | $12,790 | |
| CENTER FOR ELDER LAW AND JUSTICE INC | ||||||||
| 438 MAIN ST STE 1200 | BUFFALO | NY | 14202 | N/A | PC | NY STATE MASTER PLAN ON AGING | $16,000 | |
| BRONX OVERALL ECONOMIC DEVELOPMENT CORPORATION | ||||||||
| 851 GRAND CONCOURSE | BRONX | NY | 10451 | N/A | PC | OMBUDSMAN UNIT/QUALITY OF CARE IN NURSING HOMES | $25,000 | |
| BRONX OVERALL ECONOMIC DEVELOPMENT CORPORATION | ||||||||
| 851 GRAND CONCOURSE | BRONX | NY | 10451 | N/A | PC | OMBUDSMAN UNIT/QUALITY OF CARE IN NURSING HOMES | $10,000 | |
| NATIONAL PACE ASSOCIATION | ||||||||
| 675 NORTH WASHINGTON STREET | ALEXANDRIA | VA | 22314 | N/A | PC | PACE 200K: BUILDING FOR SUSTAINABLE GROWTH AND QUALITY | $137,197 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 208229 | NEW HAVEN | CT | 065208229 | N/A | PC | PATIENT PRIORITIES CARE PHASE III: DISSEMINATION AND SUSTAINABILITY | $1,045,226 | |
| OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION | ||||||||
| 2020 SW 4TH AVENUE SUITE 900 | PORTLAND | OR | 97201 | N/A | PC | PERSON-CENTERED CARE PLANNING FOR PERSONS WITH MULTIPLE CHRONIC CONDITIONS SUMMIT, CO-SPONSOR WITH AHRQ | $50,000 | |
| TRUST FOR AMERICA'S HEALTH | ||||||||
| 1730 M STREET NW SUITE 900 | WASHINGTON | DC | 20036 | N/A | PC | PHASE III: NATIONALLY EMBED AND SUSTAIN AGE-FRIENDLY PUBLIC HEALTH SYSTEMS, POLICIES AND PRACTICES | $1,059,782 | |
| AMERICAN SOCIETY ON AGING | ||||||||
| 548 MARKET STREET PMB 85589 | SAN FRANCISCO | CA | 941045401 | N/A | PC | PLUS ORGANIZATIONAL MEMBERSHIP 2025 | $825 | |
| NORC AT THE UNIVERSITY OF CHICAGO | ||||||||
| 55 EAST MONROE STREET | CHICAGO | IL | 60603 | N/A | PC | PRESIDENT'S DISCRETIONARY GRANT | $72,000 | |
| PROJECT HOPE - THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC | ||||||||
| 7500 OLD GEORGETOWN ROAD SUITE 600 | BETHESDA | MD | 20814 | N/A | PC | PUBLISHING AND DISSEMINATING LESSONS ON INNOVATIONS IN HEALTH CARE TO SUPPORT AGE-FRIENDLY HEALTH | $332,664 | |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||||
| 1201 W HARRISON ST SUITE 300 | CHICAGO | IL | 60607 | N/A | PC | READY, WILLING AND ABLE: CARING FOR CAREGIVERS IN AGE-FRIENDLY HEALTH SYSTEMS - DISSEMINATION PHASE | $586,535 | |
| HEALTH CAREERS FUTURES | ||||||||
| EQT TOWER 625 LIBERTY AVENUE SUITE | PITTSBURGH | PA | 15222 | N/A | SO I | REVISITING TEACHING NURSING HOMES, PHASE II: DISSEMINATING ACROSS PENNSYLVANIA | $1,427,424 | 2500 |
| ENCORE CREATIVITY CORPORATION | ||||||||
| 6955 WILLOW STREET NW | WASHINGTON | DC | 20012 | N/A | PC | SINGING TO COMBAT SOCIAL ISOLATION. | $10,000 | |
| HEALTH RESEARCH AND EDUCATIONAL TRUST | ||||||||
| 155 NORTH WACKER SUITE 400 | CHICAGO | IL | 60606 | N/A | SO I | SPREADING THE AGE-FRIENDLY HEALTH SYSTEMS SOCIAL MOVEMENT | $897,165 | |
| ADVANCING STATES INC | ||||||||
| 1201 15TH ST NW STE 350 | WASHINGTON | DC | 20005 | N/A | PC | STATE LEARNING COLLABORATIVE ON INTEGRATING DIRECT CARE WORKFORCE AND FAMILY CAREGIVING POLICIES | $99,286 | |
| SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC (SAG | ||||||||
| 305 SEVENTH AVENUE 15TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | STRENGTHENING TRAINING AND ADVOCACY CAPACITY TO SUPPORT DIVERSE FAMILY CAREGIVERS | $543,389 | |
| NATIONAL COMMITTEE FOR QUALITY ASSURANCE | ||||||||
| 1100 13TH STREET NW 3RD FLOOR | WASHINGTON | DC | 20005 | N/A | PC | SUPPORTING AGE-FRIENDLY HEALTH SYSTEMS: EXPANDING THE PERSON-CENTERED OUTCOME MEASURES TO PAYERS TO DRIVE VALUE-BASED CARE | $425,000 | |
| SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC (SAG | ||||||||
| 305 SEVENTH AVENUE 15TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | SUPPORTING DIVERSE FAMILY CAREGIVERS: TRAINING CURRICULUM AND ADVOCACY | $241,440 | |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | N/A | PC | THE CENTER TO ADVANCE PALLIATIVE CARE (CAPC): ACHIEVING SUSTAINABLE CHANGE IN THE CARE OF OLDER ADULTS WITH SERIOUS ILLNESS | $452,694 | |
| PARAPROFESSIONAL HEALTHCARE INSTITUTE INC | ||||||||
| 261 MADISON AVENUE | NEW YORK | NY | 10016 | N/A | PC | THE FAMILY CAREGIVER AND DIRECT CARE WORKFORCE INITIATIVE | $192,744 | |
| MOREHOUSE SCHOOL OF MEDICINE INC | ||||||||
| 720 WESTVIEW DR SW | ATLANTA | GA | 30310 | N/A | PC | THE HUGH M. GLOSTER SOCIETY CELEBRATION AND AWARDS DINNER - SCHOLARSHIP SUPPORT | $25,000 | |
| NATIONAL ALLIANCE FOR CAREGIVING | ||||||||
| 1730 RHODE ISLAND AVENUE NW SUITE | WASHINGTON | DC | 20036 | N/A | PC | THE NATIONAL CAMPAIGN FOR THE RAISE NATIONAL STRATEGY: ACTION TOWARD IMPLEMENTATION | $496,697 | 812 |
| NYU GROSSMAN SCHOOL OF MEDICINE | ||||||||
| 550 FIRST AVENUE | NEW YORK | NY | 10016 | N/A | PC | TRUSTEE AWARDS | $50,000 | |
| NCCNHR | ||||||||
| SUITE 1000 WASHINGTON | WASHINGTON | DC | 20036 | N/A | PC | TRUSTEE AWARDS | $20,000 | |
| REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||
| 10920 WILSHIRE BOULEVARD SUITE 500 | LOS ANGELES | CA | 900246502 | N/A | PC | UCLA ALZHEIMERS AND DEMENTIA CARE PROGRAM: CREATING A SUSTAINABLE HEALTH SYSTEMS MODEL FOR NATIONAL DISSEMINATION | $724,886 | |
| MEDICARE RIGHTS CENTER INC | ||||||||
| 266 WEST 37TH STREET 3RD FLOOR | NEW YORK | NY | 10018 | N/A | PC | WEB-BASED SERVICES FOR PEOPLE WITH MEDICARE IN NEW YORK CITY | $1,000 | |
| MILKEN INSTITUTE | ||||||||
| 1250 FOURTH STREET 2ND FLOOR | SANTA MONICA | CA | 90401 | N/A | PC | WORK ON THE ALLIANCE TO IMPROVE DEMENTIA CARE AND AROUND THE NATIONAL MULTISECTOR PLAN ON AGING | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,305,979 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| NATIONAL ALLIANCE FOR CAREGIVING | ||||||||
| 1730 RHODE ISLAND AVENUE NW SUITE | 812 | WASHINGTON | DC | 20036 | N/A | PC | ACT ON RAISE CAMPAIGN | $1,212,677 |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 441067015 | N/A | PC | AGE-FRIENDLY HEALTH SYSTEMS: AMBULATORY CARE CONTINUUM EVALUATION, SCALE-UP AND SPREAD | $769,839 | |
| INSTITUTE FOR HEALTHCARE IMPROVEMENT | ||||||||
| 53 STATE STREET 18TH FLOOR | BOSTON | MA | 021092820 | N/A | PC | AGE-FRIENDLY HEALTH SYSTEMS MOVEMENT - STAGE 3: EMBEDDING, DEEPENING AND SUSTAINING 4MS CARE IN HEALTH CARE SYSTEMS | $5,270,655 | |
| AMERICAN SOCIETY ON AGING | ||||||||
| 548 MARKET STREET PMB 85589 | SAN FRANCISCO | CA | 941045401 | N/A | PC | ASA RISE: ADVANCING EQUITY IN AGING | $272,741 | |
| CENTER FOR HEALTH POLICY DEVELOPMENT NATIONAL ACADEMY FOR STATE HEALTH POL | ||||||||
| 1233 20TH ST NW SUITE 303 | WASHINGTON | DC | 20036 | N/A | PC | BUILDING STATE POLICIES TO IMPROVE CARE FOR PEOPLE WITH SERIOUS ILLNESS | $387,894 | |
| GRANTMAKERS IN AGING | ||||||||
| 333 MAMARONECK AVENUE 238 | WHITE PLAINS | NY | 10605 | N/A | PC | CORE SUPPORT RENEWAL: BUILDING AN AGING PHILANTHROPY MOVEMENT | $132,438 | |
| UNIVERSITY OF WASHINGTON | ||||||||
| GRANT AND CONTRACT SERVICES | SEATTLE | WA | 981046613 | N/A | PC | DISSEMINATING EVIDENCE-BASED MESSAGING ABOUT PALLIATIVE & END-OF-LIFE CARE FOR PERSONS LIVING WITH SERIOUS ILLNESS | $1,231,153 | |
| EDUCATION DEVELOPMENT CENTER INC | ||||||||
| 300 FIFTH AVENUE | WALTHAM | MA | 02451 | N/A | PC | EXPANDING EVIDENCE-BASED COMPREHENSIVE DEMENTIA CARE | $1,060,937 | |
| REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES | ||||||||
| 10920 WILSHIRE BOULEVARD SUITE 500 | LOS ANGELES | CA | 900246502 | N/A | PC | EXPANDING EVIDENCE-BASED COMPREHENSIVE DEMENTIA CARE | $936,606 | |
| NATIONAL ACADEMY OF SCIENCES | ||||||||
| 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | N/A | PC | FORUM ON ADVANCING DIAGNOSTIC EXCELLENCE | $25,000 | |
| CENTER FOR MEDICARE ADVOCACY INC | ||||||||
| PO BOX 350 | WILLIMANTIC | CT | 06226 | N/A | PC | GENERAL OPERATING SUPPORT: ADVANCING EQUITY FOR OLDER ADULTS | $100,000 | |
| COMMUNITY CATALYST INC | ||||||||
| ONE FEDERAL STREET FLOOR 5 | BOSTON | MA | 02110 | N/A | PC | GENERAL OPERATING SUPPORT: ADVANCING EQUITY FOR OLDER ADULTS | $102,794 | |
| JUSTICE IN AGING | ||||||||
| 1330 BROADWAY SUITE 525 | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT: ADVANCING HEALTH EQUITY FOR OLDER ADULTS | $100,000 | |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||
| OFFICE OF SPONSORED RESEARCH | CHAPEL HILL | NC | 275991350 | N/A | PC | GERIATRICS EMERGENCY DEPARTMENT 4.0: ACCREDITATION, DISSEMINATION, SUSTAINABILITY AND EVALUATION | $676,256 | |
| EMERGENCY MEDICINE FOUNDATION | ||||||||
| 4950 WEST ROYAL LANE | IRVING | TX | 750632524 | N/A | PC | GERIATRICS EMERGENCY DEPARTMENT 4.0: ACCREDITATION, DISSEMINATION, SUSTAINABILITY AND EVALUATION | $306,059 | |
| NEW YORK UNIVERSITY | ||||||||
| 70 WASHINGTON SQUARE SOUTH | NEW YORK | NY | 10010 | N/A | PC | GERIATRICS EMERGENCY DEPARTMENT 4.0: ACCREDITATION, DISSEMINATION, SUSTAINABILITY AND EVALUATION | $300,221 | |
| AMERICAN COLLEGE OF SURGEONS | ||||||||
| 633 N SAINT CLAIR STREET | CHICAGO | IL | 606113295 | N/A | PC | GERIATRICS SURGERY VERIFICATION (GSV) PHASE III: AGE-FRIENDLY SURGERY, A DELIRIUM-FOCUSED ENTRY TO GSV | $1,314,595 | |
| AMERICAN GERIATRICS SOCIETY INC | ||||||||
| 40 FULTON STREET FLOOR 18 | NEW YORK | NY | 10038 | N/A | PC | GERIATRICS WORKFORCE ENHANCEMENT PROGRAM COORDINATING CENTER (GWEP-CC), PHASE 3.0 | $2,274,420 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO | ||||||||
| 550 16TH STREET 7TH FLOOR | SAN FRANCISCO | CA | 94143 | N/A | PC | LAUNCHING AND EMPOWERING A NATIONAL AGE-FRIENDLY HEALTH SYSTEMS RESEARCH COMMUNITY | $894,883 | |
| AMERICAN SOCIETY OF CONSULTANT PHARMACISTS FOUNDATION | ||||||||
| 1240 N PITT STREET SUITE 300 | ALEXANDRIA | VA | 22314 | N/A | PC | LEVERAGING PHARMACISTS AS AGE-FRIENDLY 4MS CHAMPIONS | $1,026,303 | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| SCHOOL OF MEDICINE | BALTIMORE | MD | 21231 | N/A | PC | MOVING AND SCALING HOME-BASED PRIMARY CARE, PHASE III: QUALITY, TRAINING, ADVOCACY AND POLICY | $487,393 | |
| DUKE UNIVERSITY | ||||||||
| 324 BLACKWELL STREET SUITE 900 | DURHAM | NC | 277080001 | N/A | PC | MOVING AND SCALING HOME-BASED PRIMARY CARE, PHASE III: QUALITY, TRAINING, ADVOCACY AND POLICY | $110,832 | |
| AMERICAN ACADEMY OF HOME CARE MEDICINE INC | ||||||||
| 307 SOUTH EATON STREET | BALTIMORE | MD | 21224 | N/A | PC | MOVING AND SCALING HOME-BASED PRIMARY CARE, PHASE III: QUALITY, TRAINING, ADVOCACY AND POLICY | $120,915 | |
| HOME CENTERED CARE INSTITUTE | ||||||||
| 1900 EAST GOLF ROAD SUITE 480 | SCHAUMBURG | IL | 60173 | N/A | PC | MOVING AND SCALING HOME-BASED PRIMARY CARE, PHASE III: QUALITY, TRAINING, ADVOCACY AND POLICY | $229,889 | |
| LEADINGAGE INC | ||||||||
| 2519 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20008 | N/A | PC | MOVING FORWARD NURSING HOME QUALITY COALITION, PHASE II | $567,756 | |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | ||||||||
| ONE GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | N/A | PC | MOVING HOSPITAL AT HOME INTO THE MAINSTREAM OF HEALTH CARE DELIVERY, ADDRESSING HEALTH EQUITY AND SUPPORTING FAMILY CAREGIVING | $689,650 | |
| NATIONAL ACADEMY OF SCIENCES | ||||||||
| 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | N/A | PC | NATIONAL ACADEMY OF MEDICINE SCHOLARS IN DIAGNOSTIC EXCELLENCE | $107,598 | |
| EDUCATION DEVELOPMENT CENTER INC | ||||||||
| 300 FIFTH AVENUE | WALTHAM | MA | 02451 | N/A | PC | NATIONAL COLLABORATORY TO ADDRESS ELDER MISTREATMENT PHASE IV: INTEGRATING ELDER MISTREATMENT PREVENTION AND INTERVENTION IN MAINSTREAM HEALTH AND SOCIAL CARE | $1,180,698 | |
| FAIR HEALTH | ||||||||
| 530 FIFTH AVENUE 18TH FLOOR | NEW YORK | NY | 10036 | N/A | PC | NATIONAL INITIATIVE TO ADVANCE COST INFORMATION IN SHARED DECISION-MAKING FOR OLDER ADULTS WITH SERIOUS HEALTH CONDITIONS: PHASE II IMPLEMENTATION PROJECT | $398,112 | |
| NATIONAL RURAL HEALTH ASSOCIATION | ||||||||
| 406 WEST 34TH STREET | KANSAS CITY | MO | 64111 | N/A | PC | NATIONAL RURAL AGE-FRIENDLY INITIATIVE: IMPLEMENTATION GRANT | $1,231,482 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 208229 | NEW HAVEN | CT | 065208229 | N/A | PC | PATIENT PRIORITIES CARE PHASE III: DISSEMINATION AND SUSTAINABILITY | $935,808 | |
| TRUST FOR AMERICA'S HEALTH | ||||||||
| 1730 M STREET NW SUITE 900 | WASHINGTON | DC | 20036 | N/A | PC | PHASE III: NATIONALLY EMBED AND SUSTAIN AGE-FRIENDLY PUBLIC HEALTH SYSTEMS, POLICIES AND PRACTICES | $769,158 | |
| CENTER FOR HEALTH POLICY DEVELOPMENT NATIONAL ACADEMY FOR STATE HEALTH POL | ||||||||
| 10 FREE STREET 2ND FLOOR | PORTLAND | ME | 04101 | N/A | PC | RAISE 2.0: THE RAISE ACT FAMILY CAREGIVER IMPLEMENTATION AND TECHNICAL ASSISTANCE CENTER | $1,592,211 | |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||||
| 1201 W HARRISON ST SUITE 300 | CHICAGO | IL | 60607 | N/A | PC | READY, WILLING AND ABLE: CARING FOR CAREGIVERS IN AGE-FRIENDLY HEALTH SYSTEMS - DISSEMINATION PHASE | $601,517 | |
| HEALTH CAREERS FUTURES | ||||||||
| EQT TOWER 625 LIBERTY AVENUE SUITE | 2500 | PITTSBURGH | PA | 15222 | N/A | PC | REVISITING TEACHING NURSING HOMES, PHASE II: DISSEMINATING ACROSS PENNSYLVANIA | $319,729 |
| RESEARCH FOUNDATION FOR MENTAL HYGIENE INC | ||||||||
| 1051 RIVERSIDE DRIVE | NEW YORK | NY | 10032 | N/A | PC | THE HEALTH AND AGING POLICY FELLOWS PROGRAM: A PIPELINE FOR LEADERS IN AGING POLICY | $2,286,922 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $30,025,141 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Related Or Exempt Function Incm | $1,798 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $834,530 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,567,802 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,619,803 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd |
|---|---|---|---|
| RETURNED GRANTS | $15,318 | ||
| GRANT CANCELLATIONS | $203,692 | ||
| LIMITED PARTNERSHIP NET INVESTMENT INCOME/(LOSS) | -$14,659 | -$5,314 | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$5,314 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,022,135 | ExclusionAmt |
| Related Or Exempt Function Incm | $206,149 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,222,970 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11A | RETURNED GRANTS USED IN FURTHERANCE OF THE FOUNDATION'S EXEMPT PURPOSE |
| 11B | CANCELLED GRANT USED IN FURTHERANCE OF THE FOUNDATION'S EXEMPT PURPOSE |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OWEN J. FLANAGAN & CO. | CategoryTxt |
| Amt | $45,000 | Amt |
| Net Investment Income | $22,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EATON VANCE INC FD BSTN-IN | $23,459,877 | $23,459,877 |
| ROWE T PRICE INSTL INCOME FDS INC HIGH YIELD | $23,476,333 | $23,476,333 |
| SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $25,735,229 | $25,735,229 |
| VANGUARD TOTAL BOND MARKET ETF | $43,219,061 | $43,219,061 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (126 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DESCARTES SYS GROUP INC COM | $236,741 | $236,741 |
| PROSUS N.V. ADR NASPERS NEWCO-ADR | $1,125,439 | $1,125,439 |
| SAFRAN ADR | $627,186 | $627,186 |
| BAYER A G SPONSORED ADR | $576,196 | $576,196 |
| SAP SE-SPONSORED ADR | $1,228,095 | $1,228,095 |
| AERCAP HOLDINGS N.V. EUR0.01 | $1,185,436 | $1,185,436 |
| TAIWAN SEMICONDUCTOR MANUFACTURING ADS | $1,142,085 | $1,142,085 |
| ENDAVA PLC ADS | $106,420 | $106,420 |
| LONDON STK EXCHANGE GROUP ADR | $697,311 | $697,311 |
| ROYAL DUTCH SHELL PLC SPONSORED ADR | $1,195,989 | $1,195,989 |
| DISCOVER FINL SVCS STOCK MERGER CAPITAL ONE FINL CORP | $316,145 | $316,145 |
| PARAGON 28 INC CASH MERGER | $70,244 | $70,244 |
| CHAMPIONX CORP MERGER SCHLUMBERGER LTD | $88,368 | $88,368 |
| INTRA-CELLULAR MERGER | $183,744 | $183,744 |
| SPRINGWORKS MERGER | $85,339 | $85,339 |
| ADVANCED ENERGY INDS INC COM | $144,538 | $144,538 |
| AGIOS PHARMACEUTICALS INC COM | $62,894 | $62,894 |
| AGREE RLTY CORP COM | $140,900 | $140,900 |
| ALLEGRO MICROSYSTEMS INC DEL COM | $92,905 | $92,905 |
| ALPHABET INC CAP STK USD CL C | $1,330,985 | $1,330,985 |
| ALPHABET INC CAPITAL STOCK USD CL A | $523,036 | $523,036 |
| AMAZON COM INC COM | $2,880,591 | $2,880,591 |
| AMERIS BANCORP COM | $208,984 | $208,984 |
| AON PLC | $1,484,049 | $1,484,049 |
| APPFOLIO INC COM CL A COM CL A | $197,376 | $197,376 |
| ARCUTIS BIOTHERAPEUTICS INC COM | $87,494 | $87,494 |
| ARTIVION INC COM USD | $131,228 | $131,228 |
| ASBURY AUTOMOTIVE GROUP INC COM | $145,818 | $145,818 |
| ATRICURE INC COM STK | $123,187 | $123,187 |
| AVIENT CORPORATION | $185,464 | $185,464 |
| AZENTA INC COM USD | $90,000 | $90,000 |
| BALCHEM CORP COM | $180,598 | $180,598 |
| BIOCRYST PHARMACEUTICALS INC COM | $89,112 | $89,112 |
| BOOT BARN HLDGS INC COM | $168,824 | $168,824 |
| CADRE HLDGS INC COM | $107,688 | $107,688 |
| CAPITAL ONE FINL CORP COM | $951,694 | $951,694 |
| CATHAY GENERAL BANCORP INC COM | $154,304 | $154,304 |
| CBIZ INC COM | $212,022 | $212,022 |
| CENT GARDEN & PET CO CL A | $195,854 | $195,854 |
| CHAMPION HOMES INC | $211,881 | $211,881 |
| CHART INDS INC COM PAR | $166,985 | $166,985 |
| CHARTER COMMUNICATIONS INC NEW CL A CL A | $393,500 | $393,500 |
| CHORD ENERGY CORPORATION COM USD | $143,227 | $143,227 |
| COHEN & STEERS INC COM | $148,206 | $148,206 |
| COM ALCOA CORPORATION COM USD | $653,481 | $653,481 |
| COMCAST CORP NEW-CL A | $1,200,209 | $1,200,209 |
| CONOCOPHILLIPS COM | $1,899,006 | $1,899,006 |
| CRINETICS PHARMACEUTICALS INC COM | $79,252 | $79,252 |
| DUCOMMUN INC DEL COM | $107,012 | $107,012 |
| ELEVANCE HEALTH INC | $605,734 | $605,734 |
| ENERPAC TOOL GROUP CORP CL A | $90,193 | $90,193 |
| FIRST WATCH RESTAURANT GROUP INC COM | $155,394 | $155,394 |
| FLYWIRE CORP COM VTG | $189,704 | $189,704 |
| GATES INDL CORP PL COM USD | $111,078 | $111,078 |
| GE VERNOVA LLC COM | $682,530 | $682,530 |
| GLACIER BANCORP INC NEW COM | $92,154 | $92,154 |
| GLOBUS MED INC CL A NEW COM STK | $237,378 | $237,378 |
| GRAND CANYON ED INC COM STK | $180,671 | $180,671 |
| HALOZYME THERAPEUTICS INC COM | $136,259 | $136,259 |
| HEALTHEQUITY INC COM | $200,056 | $200,056 |
| HILLMAN SOLUTIONS CORP COM USD CL A | $119,481 | $119,481 |
| HILTON WORLDWIDE HLDGS INC COM | $645,829 | $645,829 |
| HORACE MANN EDUCATORS CORP COM | $177,280 | $177,280 |
| HOULIHAN LOKEY INC CL A CL A | $228,710 | $228,710 |
| HUMANA INC COM | $830,900 | $830,900 |
| ICF INTL INC COM STK | $127,197 | $127,197 |
| ICU MED INC COM | $63,930 | $63,930 |
| IDACORP INC COM | $137,584 | $137,584 |
| INDEPENDENCE RLTY TR INC COM | $134,912 | $134,912 |
| INDEPENDENT BK CORP MASS COM COM STK USD | $115,799 | $115,799 |
| INSMED INC COM PAR | $165,696 | $165,696 |
| INTAPP INC COM | $355,571 | $355,571 |
| ITT INC COM | $160,740 | $160,740 |
| LA Z BOY INC COM | $99,427 | $99,427 |
| LIBERTY BROADBAND CORP COM SER C COM SERC | $564,214 | $564,214 |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC COM STK | $302,041 | $302,041 |
| MAGNOLIA OIL & GAS CORP CL A | $193,423 | $193,423 |
| MATADOR RES CO COM | $205,349 | $205,349 |
| MEDPACE HLDGS INC COM | $177,743 | $177,743 |
| META PLATFORMS INC COM USD CL 'A' | $1,853,725 | $1,853,725 |
| MICROSOFT CORP COM | $1,393,479 | $1,393,479 |
| MINERALS TECHNOLOGIES INC COM | $147,847 | $147,847 |
| NATIONAL HEALTH INVS INC COM | $115,454 | $115,454 |
| NORTHWESTERN ENERGY GROUP INC | $176,204 | $176,204 |
| NOVANTA INC | $211,281 | $211,281 |
| OCEANFIRST FINL CORP COM | $125,270 | $125,270 |
| OXFORD INDS INC COM | $117,697 | $117,697 |
| PAC PREMIER BANCORP COM | $134,967 | $134,967 |
| PATRICK INDS INC COM | $162,089 | $162,089 |
| PERELLA WEINBERG PARTNERS COM USD CL A | $114,670 | $114,670 |
| PHREESIA INC COM | $142,733 | $142,733 |
| PRIMORIS SVCS CORP COM | $211,628 | $211,628 |
| RBC BEARINGS INC COM | $262,047 | $262,047 |
| REVOLVE GROUP INC CL A CL A | $80,376 | $80,376 |
| RYMAN HOSPITALITY PPTYS INC COM | $161,727 | $161,727 |
| SCHNEIDER NATL INC WIS CL B | $82,423 | $82,423 |
| SEACOAST BKG CORP FLA COM | $145,964 | $145,964 |
| SILGAN HLDGS INC COM | $211,791 | $211,791 |
| SILICON LABORATORIES INC COM | $127,947 | $127,947 |
| SPX TECHNOLOGIES INC COM | $258,007 | $258,007 |
| STAG INDL INC COM | $206,640 | $206,640 |
| STERLING INFRASTRUCTURE INC COM STK | $185,295 | $185,295 |
| STIFEL FINL CORP COM | $213,963 | $213,963 |
| SUPERNUS PHARMACEUTICALS INC COM STK | $169,337 | $169,337 |
| TANDEM DIABETES CARE INC COM | $153,085 | $153,085 |
| TEXAS CAP BANCSHARES INC DEL COM | $103,615 | $103,615 |
| TEXAS ROADHOUSE INC COMMON STOCK | $211,103 | $211,103 |
| THE BALDWIN INSURANCE GROUP INC CLASS A | $126,629 | $126,629 |
| THERMON GROUP HLDGS INC | $89,446 | $89,446 |
| TRI POINTE HOMES INC | $154,105 | $154,105 |
| U S PHYSICAL THERAPY COM | $108,670 | $108,670 |
| UFP INDUSTRIES INC COM USD | $210,430 | $210,430 |
| UMB FINL CORP COM STK | $180,576 | $180,576 |
| UNITEDHEALTH GROUP INC COM | $1,195,853 | $1,195,853 |
| UTZ BRANDS INC COM USD CL A | $104,718 | $104,718 |
| VERACYTE INC COM | $171,824 | $171,824 |
| VIAVI SOLUTIONS INC COM NPV | $142,915 | $142,915 |
| VISA INC COM CL A STK | $776,194 | $776,194 |
| VITA COCO CO INC COM | $125,197 | $125,197 |
| WELLS FARGO & CO NEW COM STK | $707,949 | $707,949 |
| WOODWARD INC COM | $759,707 | $759,707 |
| WORKDAY INC CL A COM USD | $1,467,159 | $1,467,159 |
| GQG PARTNER EM EQUITY | $6,996,785 | $6,996,785 |
| ISHARES MSCI EAFE INTERNATIONAL K | $15,706,810 | $15,706,810 |
| EDGEWOOD GROWTH FD INSTL CL | $25,056,920 | $25,056,920 |
| VANGUARD INDEX FUNDS S&P 500 ETF | $117,746,149 | $117,746,149 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $11,220,538 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $11,220,538 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (35 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARROWSTREET CAP GLBL EQUITY LONG/SHORT FUND | FMV | $4,931,011 | $4,931,011 |
| ARTISAN DYNAMIC EQUITY ( GLOBAL EQUITY) OFFSHORE LP | FMV | $19,305,919 | $19,305,919 |
| CANDLESTICK CAYMAN FEEDER LTD CL A | FMV | $7,997,595 | $7,997,595 |
| CANTILLON GLOBAL EQTY | FMV | $19,640,661 | $19,640,661 |
| CANUTE OFFSHORE, LTD | FMV | $12,752,359 | $12,752,359 |
| DES O HOLDINGS OFFSHORE LTD | FMV | $16,382,266 | $16,382,266 |
| ELLIOTT INTERNATIONAL LTD CL C | FMV | $11,223,429 | $11,223,429 |
| HG VORA SPECIAL OPPORTUNITIES FUND, LTD CL A | FMV | $3,532,377 | $3,532,377 |
| HH ASIA LTD CL NIE SER 4 | FMV | $174,753 | $174,753 |
| HOLOCENE ADVISORS OFFSHORE FUND LTD. CLASS A | FMV | $10,139,827 | $10,139,827 |
| MCDONALD DYNAMIC EQUITY SERIE OFFSHORE LP | FMV | $26,203,728 | $26,203,728 |
| NON US EQTY MANGERS PORTFOLIO 4 OFFSHORE LP DNE FD | FMV | $34,264,681 | $34,264,681 |
| OAKTREE EMERGING MARKETS EQUITY FUND | FMV | $6,947,813 | $6,947,813 |
| ROKOS GBL MACRO FD LTD CLASS B UR NV | FMV | $3,815,666 | $3,815,666 |
| SILVER POINT CAPITAL OFFSHORE LTD | FMV | $8,985,963 | $8,985,963 |
| SYSTEMATICA DIVERSIFIED LTD CL A | FMV | $4,241,821 | $4,241,821 |
| TWO SIGMA ABSOLUTE RETURN ENHANCED CAYMAN LTD | FMV | $7,925,203 | $7,925,203 |
| PRIVATE CREDIT MANAGERS II OFFSHORE LP | FMV | $11,933,924 | $11,933,924 |
| PRIVATE CREDIT MANAGERS III OFFSHORE LP | FMV | $13,668,104 | $13,668,104 |
| PRIVATE CREDIT MANAGERS IV OFFSHORE LP | FMV | $7,302,920 | $7,302,920 |
| AG ASIA REALTY FUND L.P. | FMV | $19,318 | $19,318 |
| AG REALTY FUND VII TE | FMV | $34,165 | $34,165 |
| BRENTWOOD ASSOCIATES PRIVATE EQUITY IV LP | FMV | $1,669,023 | $1,669,023 |
| PRIVATE EQUITY MANAGERS (2020) OFFSHORE SCSP | FMV | $16,243,484 | $16,243,484 |
| PRIVATE EQUITY MANAGERS 2013 OFFSHORE | FMV | $5,833,589 | $5,833,589 |
| PRIVATE EQUITY MANAGERS 2014 OFFSHORE LP | FMV | $3,923,996 | $3,923,996 |
| PRIVATE EQUITY MANAGERS 2015 OFFSHORE LP | FMV | $5,621,352 | $5,621,352 |
| PRIVATE EQUITY MANAGERS 2016 OFFSHORE | FMV | $7,557,815 | $7,557,815 |
| PRIVATE EQUITY MANAGERS 2017 OFFSHORE SCSP | FMV | $22,149,880 | $22,149,880 |
| PRIVATE EQUITY MANAGERS 2018 OFFSHORE SCSP | FMV | $21,846,653 | $21,846,653 |
| PRIVATE EQUITY MANAGERS 2019 OFFSHORE | FMV | $24,989,804 | $24,989,804 |
| PRIVATE EQUITY MANAGERS 2021 OFFSHORE SCSP | FMV | $13,739,188 | $13,739,188 |
| E&F PRIVATE EQUITY MANAGERS 2022 OFFSHORE LP | FMV | $5,628,822 | $5,628,822 |
| E&F PRIVATE EQUITY MANAGERS 2023 OFFSHORE LP | FMV | $44,727 | $44,727 |
| VINTAGE VI OFFSHORE LP | FMV | $3,823,629 | $3,823,629 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE CONDOMINIUM | $4,853,445 | $4,548,577 | $304,868 | $304,868 |
| FURNITURE AND EQUIPMENT | $744,066 | $621,771 | $122,295 | $122,295 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DEBEVOISE & PLIMPTON LLP | $15,291 | $0 | $15,291 |
| FEDERMAN STEIFMAN LLP | $960 | $0 | $960 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST AND DIVIDENDS RECEIVABLE | $119,950 | $76,720 | $76,720 |
| PREPAID TAXES | $70,257 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX ON UNREALIZED APPRECIATION | Desc |
| Amt | $635,882 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $84,903 | $8,977 | $76,944 |
| OFFICE SUPPLIES & MISC | $159,208 | $5,524 | $150,447 |
| COPIER MAILING AND FAX | $11,471 | $389 | $11,222 |
| GRANT-RELATED EXPENSE (EVALUATION & TECHNICAL ASSISTANCE) | $93,899 | $0 | $90,899 |
| MEETINGS AND SPECIAL PROJECTS | $100,687 | $0 | $100,687 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ADD: AMOUNT ATTRIBUTABLE TO UNRELATED BUSINESS INCOME | $5,314 | ||
| PROGRAM SERVICE REVENUE | $1,798 | $1,798 | |
| RETURNED GRANTS | $15,318 | $0 | |
| GRANT CANCELLATIONS | $203,692 | $0 | |
| LIMITED PARTNERSHIP NET INVESTMENT INCOME/(LOSS) | -$19,973 | -$19,973 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CHANGE IN UNREALIZED APPRECIATION | Desc |
| Amt | $45,746,899 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX PAYABLE | $3,320,205 | $3,956,087 |
| PRIVATE EQUITY MANAGERS 2022 OFFSHORE | $352,128 | $0 |
| PRIVATE EQUITY MANAGERS 2024 OFFSHORE | $0 | $225,309 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMUNICATIONS CONSULTANT FEES AND EXPENSES | $2,292,343 | $0 | $2,309,186 |
| CONSULTANTING & EMPLOYMENT FEES | $295,756 | $0 | $299,009 |
| CUSTODIAN BANK FEES | $134,990 | $134,990 | $0 |
| INVESTMENT FEES AND EXPENSES | $1,378,432 | $1,378,432 | $0 |
| OCIO ADVISORY FEES | $1,444,355 | $1,444,355 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $469,372 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |