WYSS FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: WYSS FOUNDATION (EIN 25-1823874)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-08
IRS object ID: 202503129349100700
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
Contractor Compensation Expln
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Notes Loans Rcvbl Long Sch
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-08T04:19:59-05:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PWC US TAX LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2001 MARKET STREET SUITE 1800	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	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	251823874	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WYSS FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% MOLLY MCUSIC	InCareOfNm
Business Name Control	WYSS	BusinessNameControlTxt
Phone	2022324418	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1759 R STREET NW	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20009	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOSEPH FISHER	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	4847533130	PhoneNum
Signature	2025-11-07	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KIMBERLY BIER	PreparerPersonNm
PTIN	P01697519	PTIN
Phone	2673303000	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	$2,415,291,562	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$0	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$54,793,309	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$54,793,309	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$211,194,050	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$659,911,671	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$210,222,511	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	-$22,048,664	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	-$987,329	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$243,938,695	TotalRevAndExpnssAmt
Total Net Invst Incm	$264,028,491	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$783,376	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$783,376	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$2,663,535	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$2,663,535	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$659,448	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl	$659,448	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$173,152	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$173,152	LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$336,238	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl	$336,238	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	$1,036,645	InterestRevAndExpnssAmt
Interest Net Invst Incm	$1,036,516	InterestNetInvstIncmAmt
Taxes Rev And Expnss	$661,717	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$224,709	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$320,743	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$396,017	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$129,529	DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss	$361,687	OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl	$361,687	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$587,796	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$587,796	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$12,604,522	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$3,189,172	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$7,672,217	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$20,264,133	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$4,579,926	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$13,558,192	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$222,645,225	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$222,645,225	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$242,909,358	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$4,579,926	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$236,203,417	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,029,337	ExcessRevenueOverExpensesAmt
Net Investment Income	$259,448,565	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$610,588	CashBOYAmt
Cash EOY	$644,233	CashEOYAmt
Cash EOYFMV	$644,233	CashEOYFMVAmt
Other Nts And Loans Rcvbl	$19,065,017	OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY	$9,065,017	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$19,065,017	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$19,065,017	OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY	$234,738,650	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$696,260,195	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$696,393,204	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$403,298,767	CorporateStockBOYAmt
Corporate Stock EOY	$149,523,266	CorporateStockEOYAmt
Corporate Stock EOYFMV	$447,184,523	CorporateStockEOYFMVAmt
Corporate Bonds EOY	$21,748,810	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$22,001,290	CorporateBondsEOYFMVAmt
Other Investments BOY	$976,336,509	OtherInvestmentsBOYAmt
Other Investments EOY	$758,447,555	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,164,206,331	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$18,696,519	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$2,357,990	LandBldgEquipAccumDeprecAmt
Land BOY	$16,685,698	LandBOYAmt
Land EOY	$16,338,529	LandEOYAmt
Land EOYFMV	$18,540,144	LandEOYFMVAmt
Other Assets BOY	$67,484,776	OtherAssetsBOYAmt
Other Assets EOY	$47,256,820	OtherAssetsEOYAmt
Other Assets EOYFMV	$47,256,820	OtherAssetsEOYFMVAmt
Total Assets BOY	$1,708,220,005	TotalAssetsBOYAmt
Total Assets EOY	$1,709,284,425	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,415,291,562	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$114,026	AccountsPayableBOYAmt
Accounts Payable EOY	$149,109	AccountsPayableEOYAmt
Total Liabilities BOY	$114,026	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$149,109	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$1,708,105,979	RetainedEarningBOYAmt
Retained Earning EOY	$1,709,135,316	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,708,105,979	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,709,135,316	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,708,220,005	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,709,284,425	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,708,105,979	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,029,337	ExcessRevenueOverExpensesAmt
Subtotal	$1,709,135,316	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$1,709,135,316	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SENATOR GLOBAL	P	2014-06-17	2024-06-30	$100,682,318	$50,000,000	$50,682,318	$50,682,318
FIDELITY - SEE ATTACHED	D	2023-01-01	2024-12-31	$31,461,245	$18,886,871	$12,574,374	$12,574,374
FIDELITY - SEE ATTACHED	D	2023-01-01	2024-12-31	$5,840,165	$4,672,808	$1,167,357	$1,167,357
FIDELITY - SEE ATTACHED	P	2024-07-01	2024-12-31	$1,361,330	$1,303,813	$57,517	$57,517
NORTHERN TRUST - SEE ATTACHED	P	2024-07-01	2024-12-31	$127,834,147	$121,504,915	$6,329,232	$6,329,232
NORTHERN TRUST - SEE ATTACHED	P	2023-01-01	2024-12-31	$94,675,261	$82,253,281	$12,421,980	$12,421,980
NORTHERN TRUST - SEE ATTACHED	P	2023-01-01	2024-12-31	$2,242,711	$2,126,874	$115,837	$115,837
NORTHERN TRUST - SEE ATTACHED	P	2024-07-01	2024-12-31	$34,779,083	$32,819,039	$1,960,044	$1,960,044
NORTHERN TRUST - SEE ATTACHED	P	2023-01-01	2024-12-31	$31,131,743	$26,233,250	$4,898,493	$4,898,493
NORTHERN TRUST - SEE ATTACHED	P	2023-01-01	2024-12-31	$698,995	$662,893	$36,102	$36,102
TUDOR BVI	P	2017-12-31	2024-07-22	$79,748,585	$42,725,416	$37,023,169	$37,023,169
CAXTON FUND	P	2017-12-31	2024-04-29	$122,341,115	$60,000,000	$62,341,115	$62,341,115
TOROS BIOSYSTESM INC.	P	2020-12-17	2024-01-23	$0	$6,500,000	-$6,500,000	-$6,500,000

Field	Value	IRS element (for citing)
Capital Gain Net Income	$210,222,511	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$3,606,335	InvestmentIncomeExciseTaxAmt
Subtotal	$3,606,335	SubtotalAmt
Tax Based On Investment Income	$3,606,335	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$5,590,672	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$5,590,672	TotalPaymentsAndCreditsAmt
Overpayment	$1,984,337	OverpaymentAmt
Applied To ES Tax	$1,984,337	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	DE	OrgReportOrRegisterStateCd
Org Report Or Register State	DC	OrgReportOrRegisterStateCd
Org Report Or Register State	PA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	WYSSFOUNDATION.ORG	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	MOLLY MCUSIC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2022324418	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1759 R STREET NW	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20009	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	Yes (true)	BusinessHoldingsInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Relying Current Ntc Dsstr Asst1	Yes (X)	RelyingCurrentNtcDsstrAsst1Ind
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
HANSJOERG WYSS
1759 R STREET NW	WASHINGTON	DC	20009	CHAIRMAN	8.0	$0	$0	$0
JOSEPH FISHER
1759 R STREET NW	WASHINGTON	DC	20009	TREASURER	10.0	$0	$0	$0
MOLLY MCUSIC
1759 R STREET NW	WASHINGTON	DC	20009	PRESIDENT & DIRECTOR	40.0	$613,778	$92,523	$0
PATRICIA KOHL DAVIS
1759 R STREET NW	WASHINGTON	DC	20009	SECRETARY / CFO	40.0	$169,598	$52,783	$0
ROBERT BLAND
1759 R STREET NW	WASHINGTON	DC	20009	DIRECTOR	8.0	$0	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee BenefitsEmployeeBenefitsAmt	Expense AccountExpenseAccountAmt
I SCOTT MESSINGER
1759 R STREET NW	WASHINGTON	DC	20009	GENERAL COUNSEL	40.0	$310,715	$70,131	$0
ANGELA HOOTON
1759 R STREET NW	WASHINGTON	DC	20009	PROGRAM OFFICER	40.0	$198,954	$48,463	$0
ELANOR STARMER
1759 R STREET NW	WASHINGTON	DC	20009	PROGRAM OFFICER	40.0	$187,167	$46,212	$0
HEATH NERO
679 EAST 2ND AVENUE	DURANGO	CO	81301	PROGRAM OFFICER	40.0	$210,798	$44,923	$0
MARY KILLINGSWORTH
679 EAST 2ND AVENUE	DURANGO	CO	81301	PROGRAM OFFICER	40.0	$448,042	$52,121	$0

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	13	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd
GLOBAL STRATEGY GROUP LLC
215 PARK AVENUE SOUTH	NEW YORK	NY	10003	CONSULTING SERVICES	$211,535
COVINGTON & BURLING LLP
850 10TH STREET NW	WASHINGTON	DC	20001	CONSULTING SERVICES	$66,458
DIGITALIS MEDIA
				CONSULTING SERVICES	$75,378	16 BERKELEY STREET	LONDON	UK	W118DZ

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$2,230,816,815	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$2,092,188	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$124,886,865	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,357,795,868	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,357,795,868	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$35,366,938	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,322,428,930	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$116,121,447	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$116,121,447	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$3,606,335	TaxBasedOnInvestmentIncomeAmt
Total Tax	$3,606,335	TotalTaxAmt
Distributable Before Adj	$112,515,112	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$22,153,747	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$134,668,859	DistributableBeforeDedAmt
Distributable As Adjusted	$134,668,859	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$236,203,417	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$236,203,417	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$134,668,859	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2022	PriorYear1Yr
Prior Year2	2021	PriorYear2Yr
Prior Year3	2020	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$5,202,182	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$41,009,754	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$46,211,936	TotalExcessDistributionCyovAmt
Qualifying Distributions	$236,203,417	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$134,668,859	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$101,534,558	RemainingDistriFromCorpusAmt
Total Corpus	$147,746,494	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$147,746,494	ExcessDistriCyovToNextYrAmt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$5,202,182	ExcessFromYear2Amt
Excess From Year1	$41,009,754	ExcessFromYear1Amt
Excess From Current Year	$101,534,558	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	HANSJOERG WYSS	ContributingManagerNm
Shareholder Manager	NA	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SEE ATTACHED SCHEDULE	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1759 R STREET NW	AddressLine1Txt
City	WASHINGTON	CityNm
State Abbreviation	DC	StateAbbreviationCd
ZIP	20009	ZIPCd

Field	Value	IRS element (for citing)
Recipient Relationship	NONE	RecipientRelationshipTxt
Recipient Foundation Status	PC	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	CHARITABLE CONTRIBUTION	GrantOrContributionPurposeTxt
Amt	$222,645,225	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$222,645,225	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Business	901101	BusinessCd
Exclusion	14	ExclusionCd
Exclusion	$54,793,309	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Business	901101	BusinessCd
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	18	ExclusionCd
Exclusion	$1,106,545	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Business	901101	BusinessCd
Unrelated Business Taxbl Incm	$971,540	UnrelatedBusinessTaxblIncmAmt
Exclusion	18	ExclusionCd
Exclusion	$210,222,510	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$971,540	UnrelatedBusinessTaxblIncmAmt
Exclusion	$266,122,364	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$267,093,904	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	Yes (true)	SharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail

Field	Value	IRS element (for citing)
Line Number	1c	LineNumberTxt
Involved	$352,519	InvolvedAmt

Noncharitable Exempt Org Name NoncharitableExemptOrgName

Field	Value	IRS element (for citing)
Business Name Line1	BERGER ACTION FUND	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transfers Trans And Shr Arrngm	PAYMENT FROM ORGANIZATION FOR	TransfersTransAndShrArrngmDesc

Field	Value	IRS element (for citing)
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp (3 entries)

ExplanationExplanationTxt
GLOBAL STRATEGY GROUP LLC
CONSULTING SERVICES
COVINGTON BURLING LLP
CONSULTING SERVICES
DIGITALIS MEDIA
CONSULTING SERVICES

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (5 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Computation MethodComputationMethodTxt	Prior Year DepreciationPriorYearDepreciationAmt	Current Year ExpenseCurrentYearExpenseAmt
LAND	2017-11-08	$5,000,000	L
OFFICE BUILDING	2018-08-01	$11,747,892	M39	$1,619,212	$301,216
BUILDING IMPROVEME	2018-08-01	$1,290,526	M39	$177,873	$33,089
OFFICE EQUIPMENT	2018-08-01	$156,375	M5	$156,375
BUILDING IMPROVEME	2019-07-01	$501,726	M39	$57,361	$12,864

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORPORATE BONDS	BondNm
EOY Book Value	$21,748,810	EOYBookValueAmt
EOYFMV	$22,001,290	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
NORTHERN TRUST
FIDELITY INVESTMENTS	$149,523,266	$447,184,523

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$696,260,195	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$696,393,204	USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (9 entries)

Category Or ItemCategoryOrItemTxt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
BAUPOST VALUE PARTNERS L.P.	$88,598,493	$75,176,523
CAMPUS BIOTECH	$84,525,339	$117,867,962
CAPULA FUND	$0	$0
CAXTON FUND	$0	$0
RENAISSANCE INSTITUTIONAL	$60,990,878	$172,422,545
TUDOR GLOBAL FUND	$0	$0
OTHER INVESTMENT FUNDS	$472,641,573	$747,048,029
INVESTMENTS IN SUBSIDIARIES	$69,379	$69,379
SENATOR GLOBAL OPPORTUNITY	$51,621,893	$51,621,893

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (5 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Book ValueBookValueAmt	Accumulated DepreciationAccumulatedDepreciationAmt
LAND	$5,000,000	$5,000,000
OFFICE BUILDING	$11,747,892	$9,827,464	$1,920,428
BUILDING IMPROVEME	$1,290,526	$1,079,564	$210,962
OFFICE EQUIPMENT	$156,375		$156,375
BUILDING IMPROVEME	$501,726	$431,501	$70,225

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$173,152	LegalFeesAmt
Disbursements Charitable Prps	$173,152	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
PROGRAM RELATED INVESTMENTS	$67,323,559	$47,169,813	$47,169,813
OTHER RECEIVABLES	$161,217	$87,007	$87,007

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PORTFOLIO DEDUCTIONS	$2,956,215	$2,952,893
INSURANCE EXPENSE	$125,987		$125,987
UTILITIES & TELEPHONE	$97,074		$97,074
OFFICE EXPENSES	$181,197		$181,197
NON-DEDUCTIBLE EXPENSES	$32,474
IRC SECTION 59(E)(2) EXPENSES	$1,707,337
PROGRAM CONTRACTS	$7,267,959		$7,267,959
OTHER EXPENSES	$236,279	$236,279

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (8 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
BAUPOST VALUE PARTNERS I LP	$112,304	$10,191
BAUPOST VALUE PARTNERS III LP	$833,557	$147,466
NON-TAXABLE INCOME	$93,873
RIEF STRATEGIC PARTNERS LP	-$1,634,297	-$1,634,297
RENTAL INCOME	$140,752	$140,752
GILTI INCOME FROM FORM 8992
OTHER PARTNERSHIP INCOME (LOSS)	-$23,594,853	$348,559
GRANT RECOVERIES	$2,000,000

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (3 entries)

Insider RelationshipInsiderRelationshipTxt	Loan OriginalLoanOriginalAmt	Balance DueBalanceDueAmt	NoteNoteDt	Loan MaturityLoanMaturityDt	Repayment TermsRepaymentTermsTxt	InterestInterestRt	Security Provided BorrowerSecurityProvidedBorrowerTxt	Loan PurposeLoanPurposeTxt
THE NATURE CONSERVANCY
NONE	$4,139,780	$4,139,780	2023-05	2026-05	PAYABLE AT MATURITY	2.	MORTGAGE	LAND ACQUISITIONS
THE NATURE CONSERVANCY
NONE	$4,925,237	$4,925,237	2023-10	2026-10	PAYABLE AT MATURITY	2.	MORTGAGE	LAND ACQUISITION
THE NATURE CONSERVANCY
NONE	$10,000,000	$10,000,000	2024-01	2026-01	PAYABLE AT MATURITY	1.	MORTGAGE	LAND ACQUISITION

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	OTHER PROFESSIONAL FEES	CategoryTxt
Amt	$336,238	Amt
Disbursements Charitable Prps	$336,238	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
PAYROLL TAXES	$227,683	$227,683
FOREIGN TAXES	$169,325		$169,325
REAL ESTATE TAXES	$148,444	$93,060	$55,384
FEDERAL TAXES	$116,265