STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

AMERICAN HONDA FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
AMERICAN HONDA FOUNDATION (EIN 95-3924667)
Tax period
2018-04-01 to 2019-03-31
Filed
2019-08-15
IRS object ID
201902279349100115
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-08-15T12:40:32-05:00ReturnTs
Tax Period End2019-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330783700PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PDM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13460 TORRANCE BLVD STE 200AddressLine1Txt
CityTORRANCECityNm
State AbbreviationCAStateAbbreviationCd
ZIP90503ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN953924667EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN HONDA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone3107814090PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11919 TORRANCE BLVDAddressLine1Txt
CityTORRANCECityNm
State AbbreviationCAStateAbbreviationCd
ZIP905012722ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICH RICHARDSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3107814090PhoneNum
Signature2019-08-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPRESTON GEGENFURTNER CPAPreparerPersonNm
PTINP01314417PTIN
Phone3105404118PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.183.112.46IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-08-08IPDt
IP Tm10:09:03IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id213D00F71749606F5C9BD5D9D410D128473E9450AtSubmissionCreationDeviceId
At Submission Filing Device Id2C3707EB6BE50683BD7E315A77E082C0386DA0C8AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$32,170,650FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$522,080DividendsRevAndExpnssAmt
Dividends Net Invst Incm$522,080DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,304,665NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,070,639GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,304,665CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$507,995OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$505,606OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,334,740TotalRevAndExpnssAmt
Total Net Invst Incm$2,332,351TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$206,212OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$206,212OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$84,005PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$84,005PensionEmplBnftDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$375,600OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$348,227OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$27,373OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$82,187TaxesRevAndExpnssAmt
Taxes Net Invst Incm$36,047TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$17,627TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$18,172TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$18,172TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$15,485OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$15,485OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$781,661TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$384,274TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$368,874TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,720,590ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,690,590ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,502,251TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$384,274TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,059,464TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$167,511ExcessRevenueOverExpensesAmt
Net Investment Income$1,948,077NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,951CashBOYAmt
Cash EOY$495,876CashEOYAmt
Cash EOYFMV$495,876CashEOYFMVAmt
Acct Rcvbl$75,568AcctRcvblAmt
Acct Rcvbl BOY$68,111AcctRcvblBOYAmt
Acct Rcvbl EOY$75,568AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$75,568AcctRcvblEOYFMVAmt
Other Investments BOY$33,237,498OtherInvestmentsBOYAmt
Other Investments EOY$31,600,155OtherInvestmentsEOYAmt
Other Investments EOYFMV$31,599,206OtherInvestmentsEOYFMVAmt
Total Assets BOY$33,314,560TotalAssetsBOYAmt
Total Assets EOY$32,171,599TotalAssetsEOYAmt
Total Assets EOYFMV$32,170,650TotalAssetsEOYFMVAmt
Accounts Payable BOY$127,650AccountsPayableBOYAmt
Accounts Payable EOY$124,579AccountsPayableEOYAmt
Grants Payable BOY$470,000GrantsPayableBOYAmt
Grants Payable EOY$500,000GrantsPayableEOYAmt
Total Liabilities BOY$597,650TotalLiabilitiesBOYAmt
Total Liabilities EOY$624,579TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$32,716,910UnrestrictedBOYAmt
Unrestricted EOY$31,547,020UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$32,716,910TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$31,547,020TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$33,314,560TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$32,171,599TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$32,716,910TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$167,511ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$32,549,399SubtotalAmt
Other Decreases$1,002,379OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$31,547,020TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (1275 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
54 SHARES ANTHEM INC2011-07-112018-04-25$12,656$4,074$8,582$8,582
144 SHARES MICROSOFT CORP2012-07-032018-03-28$12,899$4,389$8,510$8,510
54 SHARES RSP PERMIAN INC2017-12-192018-04-05$2,396$1,998$398$398
78 SHARES RSP PERMIAN INC2017-05-242018-04-05$3,462$3,054$408$408
76 SHARES RSP PERMIAN INC2016-01-212018-04-05$3,373$1,389$1,984$1,984
237 SHARES RSP PERMIAN INC2016-01-202018-04-05$10,518$4,327$6,191$6,191
21 SHARES STANLEY BLACK & DECKER2017-12-192018-04-23$2,986$3,529-$543-$543
40 SHARES STANLEY BLACK & DECKER2015-08-252018-04-23$5,688$3,916$1,772$1,772
60 SHARES STANLEY BLACK & DECKER2015-06-032018-04-23$8,532$6,240$2,292$2,292
24 SHARES STANLEY BLACK & DECKER2011-02-282018-04-23$3,413$1,802$1,611$1,611
37 SHARES UNITEDHEALTH GROUP INC2012-09-182018-04-11$8,312$2,043$6,269$6,269
4 SHARES UNITEDHEALTH GROUP INC2010-08-252018-04-11$899$127$772$772
187 SHARES SHIRE PLC2016-07-012018-04-03$9,196$11,706-$2,510-$2,510
1484 SHARES SHIRE PLC2012-01-092018-04-03$72,980$50,204$22,776$22,776
88 SHARES ALIBABA GROUP HOLDING LT2016-04-132018-04-24$15,642$6,931$8,711$8,711
467 SHARES TAIWAN S MANUFCTRING ADR2012-03-302018-04-24$18,223$7,124$11,099$11,099
0.08 SHARES DELAWARE EM MKT INST2017-05-032018-04-02$2$1$1$1
0.568 SHARES DELAWARE EM MKT INST2017-05-032018-04-18$12$9$3$3
1234 SHARES DELAWARE EM MKT INST2011-07-012018-04-18$24,989$19,986$5,003$5,003
5020 SHARES DELAWARE EM MKT INST2011-07-012018-04-02$99,998$81,304$18,694$18,694
0.208 SHARES OPPENHEIMER DEVELOPING2011-07-012018-04-02$9$8$1$1
0.506 SHARES OPPENHMR DEV MRKTS CL Y2011-07-012018-04-02$22$18$4$4
2285 SHARES OPPENHMR DEV MRKTS CL Y2011-07-012018-04-02$99,969$82,443$17,526$17,526
0.09 SHARES PIMCO EMERGING LOCAL2011-07-272018-04-02$1$1$0$0
SHARES PIMCO EMERGING LOCAL2011-07-272018-04-02$39,999$55,072-$15,073-$15,073
0.297 SHARES TEMPLETON GLBL BOND FD2011-07-012018-04-02$4$4$0$0
0.266 SHARES TMPLTN GLBL BD FD ADV CL2017-05-032018-04-02$3$4-$1-$1
18907 SHARES TMPLTN GLBL BD FD ADV CL2011-07-012018-04-02$224,993$257,402-$32,409-$32,409
132 SHARES ACXIOM CORP COM2017-12-192018-04-02$2,995$3,645-$650-$650
271 SHARES ACXIOM CORP COM2017-06-152018-04-02$6,148$7,159-$1,011-$1,011
13 SHARES ACXIOM CORP COM2017-05-042018-04-02$295$376-$81-$81
252 SHARES ACXIOM CORP COM2017-03-012018-03-28$7,074$7,303-$229-$229
435 SHARES ACXIOM CORP COM2017-03-012018-04-02$9,868$12,606-$2,738-$2,738
15 SHARES ALIGN TECH INC DEL COM2017-12-192018-04-20$3,804$3,538$266$266
6 SHARES ALIGN TECH INC DEL COM2017-05-042018-04-20$1,522$828$694$694
27 SHARES ALIGN TECH INC DEL COM2015-10-012018-04-12$7,084$1,498$5,586$5,586
72 SHARES ALIGN TECH INC DEL COM2015-10-012018-04-20$18,261$3,995$14,266$14,266
130 SHARES DANAHER CORP DEL COM2017-12-192018-04-13$12,925$12,277$648$648
122 SHARES DANAHER CORP DEL COM2017-06-302018-04-13$12,129$10,286$1,843$1,843
5 SHARES DANAHER CORP DEL COM2017-05-042018-04-13$497$417$80$80
98 SHARES DANAHER CORP DEL COM2016-04-262018-04-13$9,743$7,206$2,537$2,537
166 SHARES DANAHER CORP DEL COM2015-10-212018-04-13$16,504$11,333$5,171$5,171
68 SHARES DANAHER CORP DEL COM2015-09-292018-04-13$6,761$4,309$2,452$2,452
517 SHARES DANAHER CORP DEL COM2015-08-312018-04-13$51,401$34,283$17,118$17,118
13 SHARES RED HAT INC2016-07-052018-04-12$2,054$928$1,126$1,126
65 SHARES RED HAT INC2015-09-292018-04-12$10,269$4,586$5,683$5,683
96 SHARES UNION PACIFIC CORP2017-12-192018-04-26$12,620$12,649-$29-$29
18 SHARES UNION PACIFIC CORP2017-05-042018-04-26$2,366$1,987$379$379
46 SHARES UNION PACIFIC CORP2015-09-302018-04-26$6,047$4,051$1,996$1,996
198 SHARES UNION PACIFIC CORP2015-06-302018-04-26$26,029$18,843$7,186$7,186
171 SHARES UNION PACIFIC CORP2015-06-222018-04-23$23,258$17,356$5,902$5,902
9 SHARES UNION PACIFIC CORP2015-06-222018-04-26$1,183$913$270$270
82 SHARES UNION PACIFIC CORP2015-05-212018-04-23$11,153$8,612$2,541$2,541
120 SHARES UNION PACIFIC CORP2015-04-162018-04-23$16,322$12,994$3,328$3,328
401 SHARES YELP INC CL A2017-10-102018-04-26$17,760$17,870-$110-$110
52 SHARES ACTIVISION BLIZZARD INC2017-12-192018-05-11$3,728$3,403$325$325
162 SHARES ACTIVISION BLIZZARD INC2015-02-022018-05-11$11,613$3,373$8,240$8,240
145 SHARES ALTRIA GROUP INC2018-01-172018-05-02$8,167$10,181-$2,014-$2,014
80 SHARES BEST BUY CO INC2015-11-092018-05-02$6,043$2,833$3,210$3,210
84 SHARES CARDINAL HEALTH INC OHIO2016-05-172018-05-03$4,423$6,459-$2,036-$2,036
43 SHARES CARDINAL HEALTH INC OHIO2016-03-292018-05-03$2,264$3,474-$1,210-$1,210
115 SHARES CARDINAL HEALTH INC OHIO2011-07-112018-05-03$6,055$5,257$798$798
13 SHARES NETEASE.COM INC ADR2017-05-242018-05-17$3,135$3,735-$600-$600
30 SHARES NETEASE.COM INC ADR2016-11-112018-05-17$7,235$7,039$196$196
214 SHARES PEPSICO INC2011-09-212018-05-02$20,881$13,160$7,721$7,721
310 SHARES WILDHORSE RESOURCE DVLP2016-12-152018-05-11$8,526$4,629$3,897$3,897
79 SHARES JUST EAT PLC SHS2017-05-052018-05-10$859$594$265$265
2270 SHARES JUST EAT PLC SHS2016-12-232018-05-10$24,689$16,088$8,601$8,601
53 SHARES MASTERCARD INC2012-07-182018-05-25$10,097$2,315$7,782$7,782
264 SHARES MICHAELS COS INC2017-12-192018-05-08$4,846$5,979-$1,133-$1,133
55 SHARES MICHAELS COS INC2017-05-042018-05-08$1,010$1,236-$226-$226
255 SHARES MICHAELS COS INC2017-02-082018-05-08$4,681$5,010-$329-$329
956 SHARES MICHAELS COS INC2017-02-032018-05-08$17,548$19,305-$1,757-$1,757
216 SHARES PROGRESSIVE CRP OHIO2017-04-172018-05-16$13,289$8,523$4,766$4,766
43 SHARES RED HAT INC2016-07-052018-05-25$7,108$3,068$4,040$4,040
142 SHARES YELP INC CL A2017-12-192018-05-07$6,659$6,180$479$479
151 SHARES YELP INC CL A2017-10-272018-05-07$7,081$6,886$195$195
432 SHARES YELP INC CL A2017-10-102018-05-07$20,258$19,251$1,007$1,007
11 SHARES ABBOTT LABS2015-12-292018-05-31$680$433$247$247
8 SHARES AFLAC INC COM2015-07-292018-05-31$361$256$105$105
14 SHARES AIR LEASE CORP CL A2017-02-272018-05-31$620$543$77$77
1 SHARES ALLIANCE DATA SYS CORP2016-09-092018-05-31$211$212-$1-$1
99 SHARES ALLSCRIPTS HEALTHCARE2017-12-192018-06-08$1,243$1,482-$239-$239
35 SHARES ALLSCRIPTS HEALTHCARE2016-08-242018-06-08$439$460-$21-$21
12 SHARES ALLSCRIPTS HEALTHCARE2013-01-282018-05-31$153$131$22$22
516 SHARES ALLSCRIPTS HEALTHCARE2013-01-282018-06-08$6,479$5,624$855$855
6 SHARES ALLSTATE CORP DEL COM2015-11-032018-05-31$561$379$182$182
2 SHARES ALPHABET INC SHS CL A2015-05-142018-05-31$2,206$1,093$1,113$1,113
2 SHARES ALTRIA GROUP INC2018-01-172018-05-31$111$140-$29-$29
2 SHARES AMDOCS LIMITED2011-11-032018-05-31$135$60$75$75
1 SHARES AMERICAN INTERNATIONAL2012-12-112018-05-31$53$35$18$18
15 SHARES AMERICAN INTERNATIONAL2012-10-182018-05-31$789$565$224$224
1 SHARES AMETEK INC NEW2017-02-032018-05-31$73$51$22$22
2 SHARES ANADARKO PETE CORP2016-10-172018-05-31$139$125$14$14
10 SHARES ANALOG DEVICES INC COM2017-12-062018-05-31$970$854$116$116
9 SHARES ANDEAVOR REG SHS2017-05-042018-05-31$1,307$710$597$597
6 SHARES AON PLC2017-03-082018-05-31$840$695$145$145
5 SHARES APERGY CORP REG SHS2018-03-232018-05-31$217$206$11$11
6 SHARES ARROW ELECTRONICS2011-07-112018-05-31$446$229$217$217
16 SHARES BB&T CORPORATION2011-07-112018-05-31$842$411$431$431
2 SHARES BEST BUY CO INC2015-11-092018-05-31$137$71$66$66
10 SHARES CAPITAL ONE FINL2012-01-262018-05-31$937$458$479$479
3 SHARES CARDINAL HEALTH INC OHIO2016-05-172018-05-31$157$231-$74-$74
43 SHARES CEMEX SAB DE CV SPND ADR2017-08-282018-05-31$255$391-$136-$136
2 SHARES CHUBB LTD2013-06-062018-05-31$261$176$85$85
4 SHARES CHUBB LTD2012-11-022018-05-31$522$313$209$209
1 SHARES CIGNA CORP2016-05-242018-05-31$169$125$44$44
1 SHARES CIMAREX ENERGY CO2015-12-172018-05-31$93$96-$3-$3
44 SHARES CISCO SYSTEMS INC COM2012-03-062018-05-31$1,882$853$1,029$1,029
21 SHARES CITIGROUP INC COM NEW2010-12-082018-05-31$1,395$967$428$428
3 SHARES CITIGROUP INC COM NEW2010-12-082018-05-31$199$131$68$68
9 SHARES COGNIZANT TECH SOLUTNS A2016-12-022018-05-31$677$488$189$189
32 SHARES CRH PLC ADR2016-05-062018-05-31$1,183$922$261$261
1 SHARES CROWN HLDGS INC2015-08-142018-05-31$43$52-$9-$9
8 SHARES DELTA AIR LINES INC2017-10-112018-05-31$433$422$11$11
2 SHARES DIAMONDBACK ENERGY INC2015-12-172018-05-31$241$139$102$102
7 SHARES DISCOVER FINL SVCS2017-05-162018-05-31$518$421$97$97
2 SHARES DOVER CORP2018-03-232018-05-31$154$159-$5-$5
16 SHARES DXC TECHNOLOGY CO2015-12-042018-05-31$1,471$489$982$982
26 SHARES EBAY INC COM2013-07-242018-05-31$976$547$429$429
3 SHARES ELECTRONIC ARTS INC DEL2013-01-102018-05-31$393$42$351$351
5 SHARES ENERGEN CRP COM PV 1CENT2013-09-132018-05-31$339$350-$11-$11
1 SHARES ENERSYS2017-03-242018-05-31$80$76$4$4
11 SHARES EQT CORP2014-04-032018-05-31$569$1,128-$559-$559
41 SHARES FIAT CHRYSLER AUTO2018-01-102018-05-31$946$892$54$54
3 SHARES FIDELITY NATL INFO SVCS2014-02-052018-05-31$307$155$152$152
32 SHARES FIFTH THIRD BANCORP2015-02-042018-05-31$978$587$391$391
6 SHARES FLEX LTD2013-10-302018-05-31$84$47$37$37
2 SHARES FMC CORP COM NEW2017-04-172018-05-31$174$147$27$27
2 SHARES GENL DYNAMICS CORP COM2016-04-012018-05-31$405$263$142$142
19 SHARES GILEAD SCIENCES INC COM2015-04-012018-05-31$1,283$1,847-$564-$564
SHARES GRAFTECH INTL LTD REG SH2018-04-252018-05-31$403$342$61$61
7 SHARES GULFPORT ENERGY NEW$0.012016-08-262018-05-31$78$199-$121-$121
28 SHARES HP INC2015-03-122018-05-31$617$436$181$181
41 SHARES HUNTNGTN BANCSHS INC MD2017-03-272018-05-31$610$533$77$77
5 SHARES HURON CONSULTING GROUP2016-06-142018-05-31$202$294-$92-$92
6 SHARES INTRPUBLIC GRP OF CO2016-06-152018-05-31$135$142-$7-$7
15 SHARES JABIL CIRCUIT INC2016-03-172018-05-31$425$287$138$138
4 SHARES JAZZ PHARMACEUTICALS PLC2017-11-272018-05-31$672$552$120$120
7 SHARES JOHNSON AND JOHNSON COM2013-01-032018-05-31$841$494$347$347
15 SHARES JPMORGAN CHASE & CO2009-02-022018-05-31$1,605$414$1,191$1,191
29 SHARES KEYCORP NEW COM2017-10-042018-05-31$565$540$25$25
4 SHARES KLA TENCOR CORP PV$0.0012016-10-032018-05-31$453$282$171$171
4 SHARES LABORATORY CP AMER HLDGS2016-06-032018-05-31$726$517$209$209
3 SHARES LEAR CORP SHS2013-01-232018-05-31$593$143$450$450
4 SHARES LEIDOS HOLDINGS INC SHS2016-07-112018-05-31$241$191$50$50
21 SHARES LOEWS CORP2011-07-112018-05-31$1,022$871$151$151
8 SHARES LOWE'S COMPANIES INC2018-05-022018-05-31$770$679$91$91
55 SHARES MARATHON OIL CORP2016-06-242018-05-31$1,181$802$379$379
2 SHARES MCKESSON CORPORATION COM2016-03-292018-05-31$283$313-$30-$30
18 SHARES MEDTRONIC PLC SHS2015-01-282018-05-31$1,558$1,362$196$196
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38 SHARES ALPHABET INC SHS CL C2016-10-052018-08-10$46,967$29,614$17,353$17,353
9 SHARES AMAZON COM INC COM2014-04-032018-08-06$16,615$3,018$13,597$13,597
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113 SHARES COCA COLA COM2018-07-262018-08-06$5,271$5,227$44$44
107 SHARES CODEXIS INC2018-04-062018-08-06$1,500$1,103$397$397
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28 SHARES LAUDER ESTEE COS INC A2017-11-012018-08-06$3,780$3,443$337$337
47 SHARES LAUREATE EDUCATION INC2017-06-282018-08-06$689$874-$185-$185
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45 SHARES TEXAS INSTRUMENTS2015-09-032018-08-06$5,097$2,151$2,946$2,946
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9 SHARES VAIL RESORTS INC2017-01-112018-08-06$2,562$1,482$1,080$1,080
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41 SHARES VERISK ANALYTICS INC2015-08-052018-08-06$4,699$3,193$1,506$1,506
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104 SHARES APERGY CORP REG SHS2018-03-232018-09-06$4,467$4,293$174$174
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52 SHARES PURE STORAGE INC SHS2018-01-312018-09-18$1,454$1,073$381$381
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9 SHARES TEXAS INSTRUMENTS2015-09-032018-09-18$950$430$520$520
3 SHARES ULTA BEAUTY INC2018-01-112018-09-18$852$699$153$153
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46 SHARES VEEVA SYS INC CL A2017-03-172018-11-15$4,257$2,275$1,982$1,982
64 SHARES VERISK ANALYTICS INC2017-03-222018-11-27$7,758$5,138$2,620$2,620
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38 SHARES WEST PHARMACTL SVCS INC2017-10-232018-11-15$4,119$3,530$589$589
85 SHARES WORLDPAY INC CL A2014-11-182018-11-15$7,008$2,736$4,272$4,272
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177 SHARES MARATHON PETROLEUM CORP2017-05-042018-12-20$10,226$8,579$1,647$1,647
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243 SHARES ORACLE CORP $0.01 DEL2017-03-162018-12-06$11,104$11,263-$159-$159
74 SHARES PHILLIPS 66 SHS2013-12-042018-12-20$6,175$5,182$993$993
309 SHARES XEROX CORP REG SHS2018-05-112018-12-17$7,185$9,340-$2,155-$2,155
449 SHARES XEROX CORP REG SHS2018-03-132018-12-17$10,440$14,099-$3,659-$3,659
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157 SHARES HDFC BANK LTD ADR2012-01-092018-12-12$15,544$4,244$11,300$11,300
1214 SHARES ICICI BANK LTD SPD ADR2013-07-232018-12-13$11,761$7,891$3,870$3,870
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116 SHARES FACEBOOK INC2017-12-192018-12-19$15,674$20,825-$5,151-$5,151
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43 SHARES QORVO INC SHS2016-01-132019-01-28$2,794$1,782$1,012$1,012
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7 SHARES CUMMINS INC COM2018-07-062019-01-08$961$921$40$40
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211 SHARES NORSK HYDRO ASA (NO)2012-01-102019-01-11$1,022$1,022$0$0
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14 SHARES ANTA SPORTS PRODUCTS LTD2018-12-132019-01-11$65$64$1$1
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747 SHARES BANCO BRADESCO S A ADR2012-01-092019-01-03$7,912$7,395$517$517
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48 SHARES CARNIVAL CORP PAIRED SHS2012-01-092019-01-10$2,488$1,584$904$904
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285 SHARES CHINA LIFE INS CO LTD H2016-06-282019-01-11$639$596$43$43
25 SHARES CONCH CEMENT CO LTD2012-01-102019-01-11$125$73$52$52
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27 SHARES CORE LAB N.V. COM2012-01-092019-01-10$1,894$3,008-$1,114-$1,114
103 SHARES CREDIT SUISSE GP SP ADR2012-01-092019-01-10$1,209$2,081-$872-$872
16 SHARES DBS GROUP HOLDINGS LTD2014-09-082019-01-11$291$232$59$59
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314 SHARES TARGET CORP COM2018-11-272019-02-08$22,276$22,013$263$263
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115 SHARES CAMECO CORP COM2018-10-082019-02-22$1,414$1,382$32$32
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5 SHARES GRAND CANYON EDUCATN INC2017-02-142019-02-22$583$288$295$295
25 SHARES MASTERCARD INC2012-07-182019-02-22$5,572$1,092$4,480$4,480
18 SHARES HEALTH CARE SVCS GROUP2018-03-212019-02-22$729$814-$85-$85
7 SHARES INOGEN INC2018-11-202019-02-22$993$996-$3-$3
69 SHARES INTERCONTINENTAL2012-09-282019-02-22$5,185$1,841$3,344$3,344
31 SHARES LUXFER HOLDINGS PLC REG2018-11-012019-02-22$608$815-$207-$207
8 SHARES LAUDER ESTEE COS INC A2017-11-012019-02-22$1,265$984$281$281
9 SHARES LINDE PLC REG SHS2018-01-262019-02-22$1,555$1,492$63$63
8 SHARES LIVE NATION ENT INC2017-11-082019-02-22$452$365$87$87
124 SHARES YY INC ADR2017-08-162019-03-05$10,149$8,918$1,231$1,231
47 SHARES YY INC ADR2017-12-192019-03-05$3,847$5,283-$1,436-$1,436
137 SHARES YY INC ADR2018-08-142019-03-05$11,213$10,223$990$990
216 SHARES VERSUM MATERIALS LLC SHS2016-10-072019-03-26$10,793$4,967$5,826$5,826
123 SHARES VERSUM MATERIALS LLC SHS2016-10-112019-03-26$6,146$2,828$3,318$3,318
54 SHARES VERSUM MATERIALS LLC SHS2017-12-192019-03-26$2,698$2,082$616$616
106 SHARES PARSLEY ENERGY INC SHS2014-05-232019-03-12$1,945$2,352-$407-$407
317 SHARES PARSLEY ENERGY INC SHS2015-09-182019-03-12$5,815$4,893$922$922
181 SHARES PARSLEY ENERGY INC SHS2016-04-052019-03-12$3,320$3,938-$618-$618
118 SHARES PARSLEY ENERGY INC SHS2017-01-112019-03-12$2,165$4,253-$2,088-$2,088
107 SHARES PARSLEY ENERGY INC SHS2017-12-192019-03-12$1,963$2,873-$910-$910
518 SHARES PARSLEY ENERGY INC SHS2018-01-302019-03-12$9,503$12,574-$3,071-$3,071
129 SHARES AON PLC2017-03-082019-03-05$20,208$14,939$5,269$5,269
102 SHARES LIVENT CORP2018-11-082019-03-07$1,264$1,246$18$18
21 SHARES LIVENT CORP2017-12-192019-03-07$260$289-$29-$29
129 SHARES LIVENT CORP2017-04-172019-03-07$1,599$1,376$223$223
3 SHARES VONOVIA SE2017-10-232019-03-19$157$130$27$27
3 SHARES VOEST-ALPINE AG2014-10-202019-03-19$98$113-$15-$15
31 SHARES UNITED INDUSTRIAL CORP2012-01-102019-03-18$65$68-$3-$3
178 SHARES TORAY INDUSTRIES 3402 FN2017-06-192019-03-19$1,170$1,494-$324-$324
6 SHARES SOFTBANK GROUP CORP2018-10-262019-03-19$582$471$111$111
1 SHARES SODEXHO2014-02-042019-03-19$113$99$14$14
16 SHARES SODEXHO2014-02-042019-03-07$1,736$1,585$151$151
18 SHARES SOCIETE GENERALE A SH2012-01-092019-03-19$573$351$222$222
114 SHARES SINOPHARM GROUP CO2018-08-312019-03-19$499$567-$68-$68
27 SHARES SHANGHAI FOSUN PHARMACEU2016-11-042019-03-19$100$83$17$17
3 SHARES SECOM CO LTD 97352012-01-092019-03-19$254$135$119$119
22 SHARES SECOM CO LTD 97352012-01-092019-03-07$1,882$990$892$892
10 SHARES SCHOELLER BLECKMAN2012-01-102019-03-19$809$901-$92-$92
14 SHARES SAFRAN SA2016-03-232019-03-18$1,897$964$933$933
5 SHARES ROY DUT SHELL PLC A AMST2012-01-092019-03-19$160$185-$25-$25
1 SHARES ROGERS COMMUNICATIONS B2012-01-092019-03-18$54$38$16$16
5 SHARES ROCHE HOLDINGS GENUSH FN2012-01-102019-03-19$1,350$868$482$482
30 SHARES RIO TINTO PLC SPNSRD ADR2012-01-092019-03-18$1,714$1,540$174$174
65 SHARES RELX PLC2017-09-082019-03-19$1,428$1,382$46$46
7241 SHARES PT INDOFOOD SUKSES (SL)2013-08-202019-03-19$3,662$4,197-$535-$535
135 SHARES NORSK HYDRO ASA (NO)2012-01-102019-03-19$554$654-$100-$100
39 SHARES ASE TECHNOLOGY2012-01-092019-03-18$156$119$37$37
21 SHARES BANCO BRADESCO S A ADR2012-01-092019-03-18$254$208$46$46
160 SHARES BANCOLOMBIA S.A SPDS ADR2012-01-092019-03-06$7,829$9,266-$1,437-$1,437
7 SHARES BANCOLOMBIA S.A SPDS ADR2012-01-092019-03-18$360$405-$45-$45
481 SHARES BARCLAYS ORD GBP 0.252016-06-302019-03-07$1,041$885$156$156
67 SHARES BARCLAYS ORD GBP 0.252016-06-302019-03-19$148$123$25$25
2 SHARES BASF SE NAMEN -AKT2013-05-232019-03-19$152$192-$40-$40
13 SHARES BHP GROUP LTD2012-01-092019-03-18$688$945-$257-$257
27 SHARES MERCK KGAA FN2018-02-152019-03-19$3,025$2,800$225$225
150 SHARES BYD COMPANY LTD2016-06-282019-03-19$992$865$127$127
9 SHARES CAPGEMINI SA2018-04-102019-03-19$1,094$1,161-$67-$67
34 SHARES CARNIVAL CORP PAIRED SHS2012-01-092019-03-18$1,942$1,122$820$820
5 SHARES CHECK POINT SOFTWRE TECH2017-10-232019-03-18$632$589$43$43
1849 SHARES CHINA LIFE INS CO LTD H2016-06-282019-03-07$5,160$3,865$1,295$1,295
3804 SHARES CHINA LIFE INS CO LTD H2016-06-282019-03-19$10,494$7,952$2,542$2,542
1 SHARES CONTINENTAL AG NPV FN2015-12-182019-03-19$162$239-$77-$77
25 SHARES CORE LAB N.V. COM2012-01-092019-03-18$1,767$2,785-$1,018-$1,018
89 SHARES CREDIT SUISSE GP SP ADR2012-01-092019-03-18$1,101$1,798-$697-$697
8 SHARES DBS GROUP HOLDINGS LTD2014-09-082019-03-19$149$116$33$33
80 SHARES DIAGEO2012-01-102019-03-07$3,150$1,771$1,379$1,379
317 SHARES DNB NOR ASA2012-01-102019-03-07$5,800$3,080$2,720$2,720
13 SHARES DNB NOR ASA2012-01-102019-03-19$253$126$127$127
58 SHARES EQUINOR ASA2012-01-092019-03-06$1,301$1,505-$204-$204
57 SHARES EQUINOR ASA2012-01-092019-03-18$1,304$1,479-$175-$175
39 SHARES ERSTE GROUP BANK AG2012-01-092019-03-19$1,475$496$979$979
10 SHARES EVEREST RE GROUP LTD2012-01-092019-03-06$2,230$847$1,383$1,383
4 SHARES EVEREST RE GROUP LTD2012-01-092019-03-18$884$339$545$545
9 SHARES HDFC BANK LTD ADR2012-01-092019-03-18$1,021$243$778$778
46 SHARES HITACHI CORP 65012012-01-102019-03-19$1,423$1,253$170$170
11 SHARES HSBC HOLDINGS PLC2012-01-102019-03-19$91$85$6$6
2 SHARES MAGNA INTL INC CL A VTG2015-08-042019-03-18$98$111-$13-$13
80 SHARES ICICI BANK LTD SPD ADR2013-07-232019-03-18$914$520$394$394
43 SHARES ITAU UNIBANCO BANCO HOLD2012-01-092019-03-18$419$375$44$44
34 SHARES ITV PLC2015-06-122019-03-19$61$144-$83-$83
13 SHARES ZURICH INSURANCE GRP AG2015-04-172019-03-19$4,410$3,881$529$529
73 SHARES YUM CHINA HOLDINGS INC2018-03-212019-03-18$3,178$3,035$143$143
149 SHARES UBS GROUP AG NAMEN-AKT.2013-02-262019-03-19$1,868$1,864$4$4
30 SHARES TOTO CO LTD 5332 FN2016-06-222019-03-19$1,149$1,215-$66-$66
79 SHARES TAIWAN S MANUFCTRING ADR2012-03-302019-03-18$3,137$1,205$1,932$1,932
26 SHARES SILICON MOTION TECH ADR2018-08-222019-03-18$1,094$1,558-$464-$464
31 SHARES SCHNEIDER ELECTRIC SE2011-07-112019-03-19$2,471$2,119$352$352
10 SHARES SCHINDLER HLDG AG, HERGI2015-12-152019-03-19$2,128$1,680$448$448
191 SHARES SANTEN PHARMACEUTCL 45362011-07-112019-03-19$2,844$1,504$1,340$1,340
18 SHARES ROCHE HOLDINGS GENUSH FN2011-07-112019-03-19$4,860$2,925$1,935$1,935
31 SHARES RITCHIE BROS AUCTIONEERS2017-06-282019-03-18$1,051$903$148$148
26 SHARES RITCHIE BROS AUCTIONEERS2017-06-282019-03-18$882$758$124$124
60 SHARES RIO TINTO PLC2012-05-312019-03-19$3,408$2,588$820$820
116 SHARES RELX PLC2016-04-072019-03-19$2,549$2,029$520$520
9 SHARES RECKITT BENCKISER GROUP2015-06-102019-03-19$748$802-$54-$54
38 SHARES OIL SEARCH LTD FN2013-02-282019-03-19$216$300-$84-$84
5 SHARES ADIDAS AG2019-01-182019-03-19$1,174$1,164$10$10
67 SHARES AEON FINANCIAL2016-03-312019-03-19$1,388$1,616-$228-$228
381 SHARES MITSUBISHI UFJ FINANCIAL2018-01-232019-03-19$1,956$3,037-$1,081-$1,081
238 SHARES AIA GROUP LTD2012-05-032019-03-19$2,389$871$1,518$1,518
328 SHARES AIB GROUP PLC REG SHS2017-09-072019-03-19$1,554$1,996-$442-$442
34 SHARES AKZO NOBEL NV2011-07-112019-03-19$3,107$1,978$1,129$1,129
59 SHARES AMADEUS IT GROUP SA2015-08-132019-03-19$4,531$2,536$1,995$1,995
15 SHARES BAIDU INC SPON ADR2018-07-182019-03-18$2,565$4,025-$1,460-$1,460
279 SHARES BAIDU INC SPON ADR2018-07-182019-03-26$46,592$74,866-$28,274-$28,274
29 SHARES BAYER AG NAMEN-AKT.2011-09-202019-03-19$2,230$1,543$687$687
102 SHARES BNP PARIBAS2011-07-112019-03-19$5,228$7,059-$1,831-$1,831
254 SHARES BRAMBLES LTD, SYDNEY NSW2018-08-032019-03-19$2,155$1,860$295$295
12 SHARES BRITISH AMERICAN TOBACCO2018-05-102019-03-19$501$638-$137-$137
285 SHARES CHINA RESOURCES GAS GROU2016-03-082019-03-19$1,214$807$407$407
151 SHARES CLP HOLDINGS LIMITED2017-09-082019-03-19$1,752$1,582$170$170
2 SHARES CONSTELLATION SOFTWARE2018-08-222019-03-18$1,653$1,431$222$222
57 SHARES CRODA INTL PLC2016-02-032019-03-19$3,670$2,414$1,256$1,256
21 SHARES DAIKIN INDUSTRIES 63672016-02-042019-03-19$2,316$1,364$952$952
29 SHARES DANONE S.A2011-07-112019-03-19$2,262$2,122$140$140
8 SHARES MELLANOX TECHNOLOGIES2017-04-062019-03-18$943$403$540$540
19 SHARES ENBRIDGE INC COM2015-07-142019-03-18$699$864-$165-$165
93 SHARES ENI EUR12016-01-282019-03-19$1,664$1,351$313$313
21 SHARES ESSILORLUXOTTICA2018-09-122019-03-19$2,510$2,990-$480-$480
92 SHARES GALP ENERGIA,SA, LISBOA2016-03-072019-03-19$1,524$1,128$396$396
77 SHARES GRAND CITY PROPERTIES S.2017-07-262019-03-19$1,942$1,550$392$392
31 SHARES HDFC BANK LTD ADR2012-09-272019-03-18$3,518$1,141$2,377$2,377
51 SHARES HITACHI CORP 65012017-10-272019-03-19$1,577$1,958-$381-$381
933 SHARES INTESA SANPAOLO SPA2015-02-122019-03-19$2,373$2,915-$542-$542
49 SHARES JAPAN TOBACCO INC 29142011-07-112019-03-19$1,232$988$244$244
29 SHARES KBC GROUP NV2014-02-112019-03-19$2,086$1,829$257$257
151 SHARES KDDI CORP SHS2011-07-082019-03-18$1,706$888$818$818
22 SHARES KOITO MFG CO LTD 72762017-02-152019-03-19$1,200$1,128$72$72
108 SHARES KUBOTA LTD 63262016-06-222019-03-19$1,513$1,482$31$31
7 SHARES L.V.M.H. EUR 0.32011-07-112019-03-19$2,527$1,235$1,292$1,292
6 SHARES LEG IMMOBILIEN AG NAMEN-2016-06-222019-03-19$707$521$186$186
21 SHARES LINDE PLC REG SHS2011-07-112019-03-19$3,671$2,361$1,310$1,310
37 SHARES ZOETIS INC2016-08-042019-03-18$3,611$1,903$1,708$1,708
218 SHARES WORLDPAY INC CL A2014-11-182019-03-19$23,505$7,016$16,489$16,489
137 SHARES WORLDPAY INC CL A2014-11-182019-03-18$14,831$4,409$10,422$10,422
126 SHARES WORLDPAY INC CL A2015-03-262019-03-19$13,585$4,737$8,848$8,848
26 SHARES VERISK ANALYTICS INC2017-03-222019-03-18$3,344$2,087$1,257$1,257
13 SHARES VEEVA SYS INC CL A2017-03-172019-03-18$1,583$643$940$940
5 SHARES VAIL RESORTS INC2017-01-112019-03-18$1,074$824$250$250
40 SHARES UNITEDHEALTH GROUP INC2017-03-162019-03-18$10,183$6,842$3,341$3,341
15 SHARES ULTA BEAUTY INC2018-01-112019-03-18$5,136$3,497$1,639$1,639
23 SHARES TEXAS INSTRUMENTS2015-09-032019-03-18$2,523$1,100$1,423$1,423
15 SHARES TAKE TWO INTER SOFTWARE2019-01-302019-03-18$1,404$1,537-$133-$133
21 SHARES STRYKER CORP2018-04-132019-03-18$4,057$3,311$746$746
161 SHARES STARBUCKS CORP2017-03-092019-03-12$11,289$8,867$2,422$2,422
51 SHARES STARBUCKS CORP2017-03-162019-03-18$3,604$2,794$810$810
33 SHARES STARBUCKS CORP2017-03-162019-03-12$2,314$1,808$506$506
76 SHARES SABRE CORP SHS2018-06-052019-03-18$1,623$1,874-$251-$251
10 SHARES ROGERS CORP2018-02-022019-03-18$1,576$1,630-$54-$54
31 SHARES RAYTHEON CO DELAWARE NEW2016-12-132019-03-18$5,570$4,464$1,106$1,106
65 SHARES PURE STORAGE INC SHS2018-01-312019-03-18$1,349$1,342$7$7
37 SHARES PROGRESSIVE CRP OHIO2017-05-192019-03-18$2,703$1,538$1,165$1,165
52 SHARES PRIMO WTR CORP2019-03-062019-03-18$799$758$41$41
23 SHARES PORTOLA PHARMACEUTICALS2018-10-032019-03-18$762$563$199$199
253 SHARES PORTOLA PHARMACEUTICALS2018-10-032019-03-04$8,606$6,189$2,417$2,417
22 SHARES NATL INSTRUMENTS CORP2017-05-112019-03-18$987$795$192$192
4 SHARES ABIOMED INC COM2019-01-112019-03-18$1,323$1,294$29$29
61 SHARES ACTIVISION BLIZZARD INC2018-11-062019-03-18$2,730$3,955-$1,225-$1,225
11 SHARES ADOBE INC2015-04-152019-03-18$2,822$837$1,985$1,985
43 SHARES AGILENT TECHNOLOGIES INC2018-04-132019-03-18$3,475$2,882$593$593
10 SHARES ALPHABET INC SHS CL A2012-06-202019-03-18$11,886$2,892$8,994$8,994
1 SHARES ALPHABET INC SHS CL A2011-07-112019-03-18$1,189$265$924$924
10 SHARES AMAZON COM INC COM2014-04-032019-03-18$17,442$3,354$14,088$14,088
29 SHARES MIDDLEBY CORP COM2017-10-252019-03-18$3,780$3,375$405$405
8 SHARES ARISTA NETWORKS INC2018-11-012019-03-18$2,387$1,920$467$467
143 SHARES MICROSOFT CORP2015-11-102019-03-18$16,736$7,653$9,083$9,083
95 SHARES BALL CORP COM2017-05-032019-03-18$5,469$3,623$1,846$1,846
55 SHARES BOOZ ALLEN HAMILTON HLDG2016-06-012019-03-18$3,118$1,617$1,501$1,501
46 SHARES BURLINGTON STORES INC2018-08-302019-03-18$6,616$7,511-$895-$895
26 SHARES BWX TECHNOLOGIES INC2016-09-132019-03-18$1,303$1,010$293$293
63 SHARES BWX TECHNOLOGIES INC2016-08-252019-03-18$3,158$2,450$708$708
265 SHARES CAMECO CORP COM2018-10-082019-03-18$3,287$3,185$102$102
169 SHARES COCA COLA COM2018-07-262019-03-18$7,688$7,817-$129-$129
30 SHARES CODEXIS INC2018-04-062019-03-18$619$309$310$310
35 SHARES COPART INC COM2018-02-082019-03-18$2,065$1,451$614$614
7 SHARES COSTAR GROUP INC COM2015-10-262019-03-18$3,274$1,335$1,939$1,939
22 SHARES COSTCO WHOLESALE CRP DEL2013-03-282019-03-18$5,183$2,342$2,841$2,841
34 SHARES DOLBY LABORATORIES INC2018-08-082019-03-18$2,186$2,232-$46-$46
9 SHARES DOMINOS PIZZA INC2017-10-122019-03-18$2,175$1,800$375$375
39 SHARES MAXLINEAR INC CL A2017-01-182019-03-18$977$950$27$27
27 SHARES MASTERCARD INC2012-07-182019-03-18$6,213$1,180$5,033$5,033
43 SHARES EAST WEST BANCORP INC2017-05-022019-03-18$2,299$2,360-$61-$61
49 SHARES ENCORE CAPITAL GROUP INC2018-06-042019-03-18$1,587$1,967-$380-$380
70 SHARES GENPACT LTD HAMILTON2018-12-202019-03-18$2,390$1,889$501$501
36 SHARES GRAND CANYON EDUCATN INC2017-02-142019-03-18$4,119$2,074$2,045$2,045
14 SHARES GUIDEWIRE SOFTWARE INC2014-05-092019-03-18$1,327$506$821$821
15 SHARES HEALTH CARE SVCS GROUP2018-03-212019-03-18$454$679-$225-$225
513 SHARES HILTON GRAND VACATIONS2018-06-292019-03-13$16,420$17,697-$1,277-$1,277
362 SHARES HILTON GRAND VACATIONS2018-05-092019-03-07$11,600$14,512-$2,912-$2,912
580 SHARES HILTON GRAND VACATIONS2018-05-092019-03-13$18,565$23,251-$4,686-$4,686
49 SHARES HORIZON PHARMA PLC2019-03-072019-03-18$1,358$1,291$67$67
47 SHARES INOGEN INC2019-02-122019-03-22$4,280$6,733-$2,453-$2,453
7 SHARES INOGEN INC2018-11-202019-03-18$670$996-$326-$326
128 SHARES INOGEN INC2018-11-202019-03-22$11,655$18,210-$6,555-$6,555
83 SHARES INTERCONTINENTAL2012-09-282019-03-18$6,196$2,214$3,982$3,982
57 SHARES LUXFER HOLDINGS PLC REG2018-11-012019-03-18$1,330$1,499-$169-$169
20 SHARES LAUDER ESTEE COS INC A2017-11-012019-03-18$3,247$2,459$788$788
166 SHARES LAUREATE EDUCATION INC2017-06-282019-03-18$2,514$3,088-$574-$574
68 SHARES LIGAND PHARMACEUTICALS2017-12-282019-03-06$7,457$9,418-$1,961-$1,961
21 SHARES LIGAND PHARMACEUTICALS2017-12-192019-03-06$2,303$2,880-$577-$577
49 SHARES LIGAND PHARMACEUTICALS2017-12-012019-03-06$5,373$6,375-$1,002-$1,002
14 SHARES LINDE PLC REG SHS2018-01-262019-03-18$2,437$2,321$116$116
189 SHARES LIVE NATION ENT INC2017-11-082019-03-13$11,907$8,612$3,295$3,295
30 SHARES LIVE NATION ENT INC2017-11-082019-03-18$1,884$1,367$517$517
PASSTHROUGH SHARE OF GAIN FROM INVESCO2018-04-012019-03-31$34,345$34,345$34,345
TREASURY BOND AMORTIZATION2018-04-012019-03-31$3,000$3,000$3,000
FieldValueIRS element (for citing)
Capital Gain Net Income$1,304,665CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,488,104AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$32,059,872NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046416DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,005,883AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$26,339,638NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.076155DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,906,597AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$28,709,671NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.066410DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,217,035AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$30,202,644NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.073405DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,018,916AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$29,768,132NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.067821DistributionYr5Rt
Total Distribution0.330207TotalDistributionRt
Average Distribution0.066041AverageDistributionRt
Net Vl Noncharitable Assets$31,022,197NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,048,737AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$19,481NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,068,218AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,059,464QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$38,962InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$38,962SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$38,962TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$21,360EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$21,360TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$711EsPenaltyAmt
Tax Due$18,313TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.HONDA.COMWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ALEXANDRA WARNIERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3107814090PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11919 TORRANCE BLVDAddressLine1Txt
CityTORRANCECityNm
State AbbreviationCAStateAbbreviationCd
ZIP905012722ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICH RICHARDSON
1919 TORRANCE BLVDTORRANCECA90501PRESIDENT1.00$0$0$0
TETSUYA TSUTSUI
1919 TORRANCE BLVDTORRANCECA90501VICE PRESIDENT1.00$0$0$0
STEVEN CENTER
1919 TORRANCE BLVDTORRANCECA90501SECRETARY/TREASURER1.00$0$0$0
CARLOS CRUZ-AEDO
1919 TORRANCE BLVDTORRANCECA90501BOARD MEMBER1.00$0$0$0
CHERIE THORP
1919 TORRANCE BLVDTORRANCECA90501BOARD MEMBER1.00$0$0$0
MATTHEW WEITZER
1919 TORRANCE BLVDTORRANCECA90501BOARD MEMBER1.00$0$0$0
RHONDA COTTON
1919 TORRANCE BLVDTORRANCECA90501BOARD MEMBER1.00$0$0$0
CHARLES FRANKLIN
1919 TORRANCE BLVDTORRANCECA90501BOARD MEMBER1.00$0$0$0
TAMARA SUNBLAD
1919 TORRANCE BLVDTORRANCECA90501BOARD MEMBER1.00$0$0$0
KIM SMALLEY
1919 TORRANCE BLVDTORRANCECA90501RESIGNED 03/01/20191.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
DONNA HAMMOND
1919 TORRANCE BLVDTORRANCECA90501SR PROGRAM OFFICER40.00$109,732$40,309$0
NICHOLE WHITLEY
1919 TORRANCE BLVDTORRANCECA90501PROGRAM OFFICER40.00$80,583$38,617$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
MERRILL LYNCH
350 SOUTH GRAND AE 27TH FLLOS ANGELESCA90071INVESTMENTS MANAGER$208,826
INVESCO REAL ESTATE
2001 ROSS AVENUE 3400DALLASTX75201INVESTMENTS MANAGER$77,288
SEMPER CAPITAL MANAGEMENT
52 VANDERBILT AVENUE SUITE 401NEW YORKNY10017INVESTMENTS MANAGER$60,628
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$31,476,422AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$18,194AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$31,494,616TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$31,494,616AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$472,419CashDeemedCharitableAmt
Net Vl Noncharitable Assets$31,022,197NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,551,110MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,551,110MinimumInvestmentReturnAmt
Tax Based On Investment Income$38,962TaxBasedOnInvestmentIncomeAmt
Total Tax$38,962TotalTaxAmt
Distributable Before Adj$1,512,148DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,512,148DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,512,148DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,059,464ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,059,464QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,059,464AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,512,148DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$570,237ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$744,625ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$484,539ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$702,801ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$105,412ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,607,614TotalExcessDistributionCyovAmt
Qualifying Distributions$2,059,464QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,512,148AppliedToCurrentYearAmt
Remaining Distri From Corpus$547,316RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,154,930TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$570,237ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,584,693ExcessDistriCyovToNextYrAmt
Excess From Year4$744,625ExcessFromYear4Amt
Excess From Year3$484,539ExcessFromYear3Amt
Excess From Year2$702,801ExcessFromYear2Amt
Excess From Year1$105,412ExcessFromYear1Amt
Excess From Current Year$547,316ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonAMERICAN HONDA FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11919 TORRANCE BLVDAddressLine1Txt
CityTORRANCECityNm
State AbbreviationCAStateAbbreviationCd
ZIP90501ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3107814090RecipientPhoneNum
Form And Info And MaterialsREFER TO WWW.HONDA.COM/COMMUNITY/APPLYING-FOR-A-GRANTFormAndInfoAndMaterialsTxt
Submission DeadlinesFEB 1ST, MAY 1ST, AND AUGUST 1ST (REFER TO WEBSITE FOR DETAILS).SubmissionDeadlinesTxt
Restrictions On AwardsGRANT RANGE IS FROM $20,000 TO $75,000 OVER A ONE-YEAR PERIOD FOR YOUTH OR SCIENTIFIC EDUCATION PROGRAMS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
XALTASEA
222 W 6TH ST SUITE 1010SAN PEDROCA90731PCIN PARTNERSHIP WITH THE BOYS & GIRLS CLUB AND JUNIOR ACHIEVEMENT, ALTASEA ENGAGES LOW-INCOME STUDENTS LIVING ALONG THE LOS ANGELES HARBOR IN EXEMPLARY, CUTTING-EDGE OCEAN SCIENCE AND EXPLORATION. ADHERING TO NEXT GENERATION SCIENCE STANDARDS, ALTASEAS PROGRAMS TAKE A DEEP DIVE INTO THE FUTURE OF SUSTAINABLE AQUACULTURE AND DEMONSTRATE HOW STEM SKILLS ARE APPLIED TO AN INDUSTRY. THE PROGRAM BEGINS WITH AN OVERVIEW OF THE SCIENCE AND ECONOMICS OF SUSTAINABLE AQUACULTURE AND SUBSEQUENT CLASSES EXPLORE ENVIRONMENTAL SUSTAINABILITY, ENGINEERING, GENOMICS, CRYOGENICS, WATER QUALITY AND FOOD SECURITY.$74,400
AMERICAN INDIAN SERVICES (AIS)
3115 E LION LANE STE 320COTTONWOOD HEIGHTSUT841213526PCAIS PREP PROGRAM FOCUSES ON HIGH-ACHIEVING 7TH-9TH GRADE STUDENTS FROM TITLE I SCHOOLS WITH A HIGH PERCENTAGE OF NATIVE AMERICANS THAT HAVE AN INTEREST AND APTITUDE IN THE FIELDS OF SCIENCE, TECHNOLOGY, ENGINEERING, AND MATHEMATICS (STEM). THE PROGRAM RUNS FOR SIX WEEKS FOR THREE CONSECUTIVE SUMMERS AND INCLUDES STEM CLASSES, FIELD TRIPS, DEMONSTRATIONS, SCIENCE COMPETITIONS, SPECIAL WORKSHOPS AND GUEST SPEAKERS. MATH CLASSES ENCOMPASS A MATHEMATICAL LOGIC AND REASONING FOUNDATION WITH AN INTENTIONAL EMPHASIS ON APPLICATION AND PROBLEM SOLVING. STUDENTS ALSO RECEIVE AN INTRODUCTION TO ENGINEERING, LEARNING THE BASICS OF ENERGY, SIMPLE MACHINES, LIGHT AND OPTICS, THERMAL SCIENCE, ELECTRICAL ENGINEERING AND MECHANICS$75,000
BIOBUS INC
1361 AMSTERDAM AVE STE 340NEW YORKNY10027PCTARGETING MINORITY, FEMALE AND LOW-INCOME K-12 AND COLLEGE STUDENTS, BIOBUS IS A MOBILE RESEARCH LAB THAT BRINGS TOP-NOTCH SCIENCE EDUCATION TO UNDER-RESOURCED AND HIGH-POVERTY COMMUNITIES ACROSS NEW YORK CITY. PARKED IN FRONT OF SCHOOLS, ENTIRE CLASSES OF KINDERGARTEN THROUGH TWELFTH GRADE STUDENTS AND THEIR TEACHERS CLIMB ON BOARD THE MOBILE LAB, EQUIPPED WITH RESEARCH-GRADE MICROSCOPES AND PHD SCIENTISTS WHO ENGAGE THEM IN INQUIRY-BASED, HANDS-ON SESSIONS. LESSONS ARE OFFERED DURING SCHOOL, AFTER SCHOOL AND DURING SCHOOL BREAKS AND TYPICALLY RUN 45-50 MINUTES IN LENGTH, FOCUSING ON BIOLOGY, MICROSCOPY, ECOLOGY AND NEUROSCIENCE. STUDENTS SEEKING ADDITIONAL HANDS-ON SCIENCE EXPERIENCES MAY VISIT THE BIOBUS COMMUNITY LABS (STATE-OF-THE-ART LEARNING SPACES) LOCATED IN UNDERSERVED COMMUNITIES.$75,000
BOSTON PLAN FOR EXCELLENCE IN PUBLIC SCHOOLS FOUNDATION (BPE)
PO BOX 190904ROXBURYMA02119PCBPE IS AN EDUCATION ORGANIZATION OPERATING A PRE K-12 PATHWAY OF NEIGHBORHOOD BASED TEACHING ACADEMIES-- SCHOOLS THAT PROVIDE WORLD-CLASS EDUCATION FOR ALL STUDENTS WHILE TRAINING OUTSTANDING NEW TEACHERS FOR SUCCESSFUL, SUSTAINABLE CAREERS AS URBAN EDUCATORS. THE DEARBORN STEM ACADEMY, A NEW STATE-OF-THE-ART STEM FACILITY PROVIDE STUDENTS WITH ACCESS TO HANDS-ON STEM LEARNING EXPERIENCES THAT PROMOTES COLLABORATION AND REAL WORLD CONNECTIONS. SIMULTANEOUSLY THE ACADEMY SERVES AS A TRAINING SITE FOR TEACHER RESIDENTS TO BECOME EFFECTIVE MATH AND SCIENCE TEACHERS IN BOSTON PUBLIC SCHOOLS.$50,000
BUILDING SCIENCE TECHNOLOGY EDUCATION PARTNERSHIPS INC (STEPS)
8000 YORK ROAD ES 202TOWSONMD21252PCAIMING TO COMBAT ACCESS AND PERSISTENCE GAPS, EXPANDING OUR STEPS EQUIPS BALTIMORES BRIGHTEST STUDENTS WITH THE TOOLS TO PROPEL THROUGH COLLEGE AND CAREER SUCCESS. MOST PARTICIPANTS ARE LOW-INCOME AND FIRST-GENERATION COLLEGE STUDENTS, POSSESSING A MINIMUM GRADE POINT AVERAGE (GPA) OF 3.0 WITH A DEMONSTRATED INTEREST IN SCIENCE AND TECHNOLOGY. BEGINNING IN THE 11TH GRADE AND CONTINUING THROUGH COLLEGE COMPLETION, STUDENTS PARTICIPATE IN: JUNIOR SEMINAR, EXPLORING STEM CAREERS VIA MONTHLY HANDS-ON ACTIVITIES, GUEST SPEAKERS AND SITE VISITS; SUMMER EXPERIENCE, A STEM-FOCUSED FIVE WEEK PAID INTERNSHIP; AND COLLEGE WORKSHOPS, RECEIVING GUIDANCE WITH COLLEGE AND FINANCIAL AID APPLICATIONS.$25,000
CLASSROOM CENTRAL INC
2116 WILKINSON BLVDCHARLOTTENC28208PCCLASSROOM CENTRAL ENABLES TEACHERS TO SHOP, FREE OF CHARGE FOR SCHOOL SUPPLIES VIA ITS FREE STORE TWICE A MONTH THROUGHOUT THE SCHOOL YEAR. ELIGIBLE TEACHERS RECEIVE BASIC STEM SUPPLIES AND MATERIALS NECESSARY TO ENHANCE THEIR STUDENTS ABILITY TO EXCEL IN MATH AND SCIENCE-RELATED DISCIPLINES. THESE SUPPLIES INCLUDE COMPASSES, PROTRACTORS, SCIENCE BOOKS AND MAGAZINES, GRAPHING PAPER AND SCIENCE CALCULATORS AS WELL AS HANDS-ON LESSON PLANS AND EXPERIMENTS. TEACHERS WHO HAVE DIFFICULTY ACCESSING THE FREE STORE DUE TO DISTANCE, CAN NOW SHOP VIA CLASSROOM CENTRALS MOBILE STORE, CLASSVROOM CENTRAL, WHICH DELIVERS THE SUPPLIES DIRECTLY TO THE HIGH-NEEDS SCHOOLS IN THE SIX DISTRICTS IT SERVES.$30,000
CONSORTIUM FOR OCEAN LEADERSHIP
1201 NEW YORK AVE NW FOURTH FLOORWASHINGTONDC20005PCATTRACTING STUDENTS FROM 325 HIGH SCHOOLS IN 34 STATES PLUS THE DISTRICT OF COLUMBIA, THE NATIONAL OCEAN SCIENCES BOWL (NOSB) IS A NATIONAL HIGH SCHOOL ACADEMIC COMPETITION AND FLAGSHIP EDUCATION PROGRAM OF THE CONSORTIUM FOR OCEAN LEADERSHIP. THE PROGRAM ENGAGES THE OCEAN SCIENCE AND TECHNOLOGY COMMUNITY IN PRE-COLLEGE EDUCATION AND SUPPORTS SKILL-BUILDING INAND EXCITEMENT ABOUTSCIENCE AND THE OCEAN AS STUDENTS LEARN PRINCIPALS OF PHYSICS, CHEMISTRY, BIOLOGY, GEOLOGY, TECHNOLOGY, CONSERVATION, AND POLICY. OTHER PROGRAM-RELATED ACTIVITIES INCLUDE EXPERIENTIAL FIELD TRIPS FOR STUDENTS, PROFESSIONAL DEVELOPMENT FOR TEACHERS AND REGULAR ENGAGEMENT (MENTORING) WITH SCIENTISTS.$48,908
EDUCATION OUTSIDE
135 VAN NESS AVE STE 408SAN FRANCISCOCA94102PCUSING GREEN SCHOOLYARDS AS OUTDOOR CLASSROOMS, EDUCATION OUTSIDES CORPS MEMBERS HELP APPROXIMATELY 17,500 STUDENTS, GRADES K-5 CONNECT WITH NATURE. EACH OF THE 47 PARTICIPATING SCHOOLS IS ASSIGNED ONE CORPS MEMBER WHO WORKS CLOSELY WITH TEACHERS TO ALIGN GARDEN LESSONS WITH THE NEXT GENERATION SCIENCE STANDARDS. CORPS MEMBERS DELIVER WEEKLY LESSONS FOCUSED ON EARTH AND LIFE SCIENCES - MAKING LEARNING RELEVANT AS STUDENTS GET THEIR HANDS DIRTY WHILE LEARNING KEY ENVIRONMENTAL CONCEPTS AND THE IMPORTANCE OF GROWING AND EATING HEALTHY FOOD.$75,000
GALVESTON BAY FOUNDATION
1100 HERCULES AVE STE 200HOUSTONTX77058PCADDRESSING GALVESTON BAYS COASTAL WETLAND LOSS, STUDENTS AND TEACHERS FROM TEN SCHOOLS COMMIT ONE YEAR TO SETTING UP AND MONITORING MARSH GRASS, NURSERY PONDS ON THEIR SCHOOL CAMPUS. ACTIVITIES AND LESSONS LEARNED THROUGHOUT THE YEAR ARE ALIGNED WITH BIOLOGY AND ENVIRONMENTAL STUDIES STANDARDS WHILE REINFORCING CHEMISTRY AND MATH CONCEPTS. BI-WEEKLY, STUDENTS MONITOR THE GROWTH OF THE GRASSES, RECORDING ANY PLANT DISEASES, TESTING WATER QUALITY (ESPECIALLY SALINITY AND PH) OF THE POOL WATER, AND MAKING NECESSARY ADJUSTMENTS TO THE ENVIRONMENT AS NEEDED. THE PROJECT CULMINATES WITH THE STUDENTS TRANSPLANTING THE GRASSES FROM THEIR POTS TO THE INTERTIDAL REGIONS OF THE GALVESTON BAY RESTORATION SITE(S).$50,655
GENESYS WORKS-BAY AREA
101 SECOND ST STE 500SAN FRANCISCOCA941053646PCUNDERSERVED HIGH SCHOOL STUDENTS ARE EMPOWERED TO ACHIEVE COLLEGE AND CAREER SUCCESS THROUGH SKILLS TRAINING AND MEANINGFUL WORK EXPERIENCES. DURING THE SUMMER BEFORE THEIR SENIOR YEAR, STUDENTS RECEIVE 8 WEEKS OF TECHNICAL SKILLS TRAINING IN INFORMATION TECHNOLOGY AND BUSINESS OPERATIONS, IN PREPARATION FOR A PAID, YEARLONG INTERNSHIP AT PARTNER CORPORATIONS. HIGH SCHOOL SENIORS WORK 20 HOURS PER WEEK, FURTHER DEVELOPING AND REFINING HIGH-DEMAND WORK SKILLS; AND RECEIVE GUIDANCE IN COLLEGE SELECTION, FINANCIAL AID ASSISTANCE AND SUPPORT SERVICES THAT CONTINUE THROUGHOUT THEIR COLLEGE YEARS.$50,000
LONG ISLAND CHILDRENS MUSEUM (LICM)
11 DAVIS STREETGARDEN CITYNY11530PCTHROUGH A UNIQUE SCHOOL-MUSEUM TEACHING MODEL, LONG ISLAND CHILDRENS MUSEUM MAKES EDUCATIONAL RESOURCES AVAILABLE TO STUDENTS, TEACHERS AND FAMILIES. SCIENCE LEARNING IS EXPANDED BEYOND THE CLASSROOM WALLS, AS EVERY FIRST AND SECOND GRADE TEACHER IN THE WESTBURY DISTRICT IS TRAINED TO USE THE MUSEUMS EXHIBITIONS TO TEACH SCIENCE CONCEPTS AND ENGAGE STUDENTS IN THE PROCESS OF SCIENTIFIC INQUIRY WHILE BUILDING KEY ENGLISH LANGUAGE ARTS SKILLS. ADDITIONALLY, LICM PROVIDES MUSEUM COMMUNITY NIGHTS, SCHOOL FAMILY NIGHTS AND SUMMER STEM KITS TO PROMOTE FURTHER FAMILY ENGAGEMENT IN THE SCIENCES.$50,000
MINNESOTA COMPUTERS FOR SCHOOLS (MCFS)
970 PICKETT ST NORTHBAYPORTMN55003PCMINNESOTA COMPUTERS FOR SCHOOLS (MCFS) WORKS TO CLOSE THE DIGITAL DIVIDE BY PROVIDING ACCESS TO TECHNOLOGY RESOURCES, STEM PROGRAMMING AND TECHNOLOGY TRAINING. IN ADDITION TO REFURBISHING COMPUTERS THEN DONATING THEM TO SCHOOLS AND EDUCATION NONPROFITS, MCFS PUTS YOUTH ON THE PATH TO LUCRATIVE CAREERS IN IT THROUGH ITS WORKFORCE DEVELOPMENT AND DIGITAL LITERACY PROGRAMS. CORE IT TRAINS YOUTH IN TRANSFERABLE TECHNOLOGY SKILLS AND CERTIFICATION LEADING TO INTERNSHIPS, EMPLOYMENT AND FURTHER EDUCATION. THE TECH FOR TEENS COURSES HELP STIMULATE YOUTHS INTEREST IN STEM AND LAY THE GROUNDWORK NEEDED FOR SECONDARY EDUCATION AND EMPLOYMENT IN A COMPUTER SCIENCE AND/OR MATHEMATICS-RELATED FIELD.$30,000
NC STATE UNIVERSITY
512 BRICKHAVEN DR STE 230RALEIGHNC276957606PCJUNTOS (SPANISH WORD FOR TOGETHER) EMPOWERS LATINO 6TH-12TH GRADE STUDENTS AND THEIR FAMILIES TO WORK TOGETHER TO GAIN THE KNOWLEDGE, SKILLS AND RESOURCES NEEDED TO SUCCEED IN SCHOOL. THE PROGRAM ENGAGES THEM FOR A 3-5 YEAR PERIOD, FOSTERING A COLLEGE-GOING MINDSET. PROGRAMMING IS OFFERED ANNUALLY THROUGHOUT THE ACADEMIC SCHOOL YEAR AND DURING THE SUMMER AND CONSISTS OF FOUR COMPONENTS: 1) MONTHLY FAMILY ENGAGEMENT WORKSHOPS FOR PARENTS; 2) 4-H CLUBS FOCUSED ON ACADEMICS, LIFE-SKILLS, TUTORING AND COMMUNITY SERVICE; 3) ONE-ON-ONE SUCCESS COACHING; AND 4) A ONE-WEEK RESIDENTIAL SUMMER ACADEMY ON THE NC STATE CAMPUS, GIVING STUDENTS A TASTE OF COLLEGE LIFE.$71,627
NEIGHBORHOOD HOUSE OF MILWAUKEE INC
2819 W RICHARDSON PLACEMILWAUKEEWI532083546PCURBAN, LOW-INCOME CHILDREN, YOUTH AND YOUNG ADULTS ARE INTRODUCED TO ENVIRONMENTAL SCIENCE, CONSERVATION AND NATURAL RESOURCES CAREERS. STUDENTS AGES 6-18 SPEND TIME EXPLORING ECOSYSTEMS, STUDYING HUMAN IMPACTS ON NATURAL SPACES BY PARTICIPATING IN CONSERVATION EFFORTS SUCH AS WILDLIFE, BIRD, AND INVERTEBRATE COUNTS, INVASIVE PLANT SPECIES REMOVAL, AND FOREST AND LAND MANAGEMENT PROJECTS. THEN HIGH SCHOOL, COLLEGE STUDENTS AND RECENT GRADUATES ARE PLACED IN PAID INTERNSHIPS WHERE THEY ARE TRAINED TO LEAD YOUNGER LEAD & LEARN PARTICIPANTS IN ENVIRONMENTAL EDUCATION SESSIONS. INTERNS ALSO RECEIVE TRAINING ON TEAM BUILDING, TRAUMA-INFORMED CARE, COLLEGE AND CAREER PLANNING, FINANCIAL LITERACY, 21ST CENTURY JOB SKILLS, AND SOCIAL RESPONSIBILITY.$75,000
RANCHO CIELO YOUTH CAMPUS
710 OLD STAGE ROADSALINASCA93908PCAS A CENTER OF LEARNING, ECONOMIC OPPORTUNITY AND CIVIC RE-ENGAGEMENT, RANCHO CIELO STRIVES TO BUILD SKILLS AND TRANSFORM THE LIVES OF UNDERSERVED AND DISCONNECTED YOUTH, AGES 16-24. THROUGH WRAPAROUND SUPPORT SERVICES INCLUDING TRANSITIONAL HOUSING, RANCHO CIELOS PROGRAMS ARE SPECIFICALLY DESIGNED TO PROVIDE EDUCATION TOWARD A HIGH SCHOOL DIPLOMA, VOCATIONAL TRAINING, INDEPENDENT LIVING AND JOB SKILLS IN PREPARATION FOR JOB PLACEMENT OR TRANSITION INTO COLLEGE. THIS SUITE OF ON-SITE WORK-BASED LEARNING PROGRAMS INCLUDE: 1) DRUMMOND CULINARY ACADEMY; 2) RANCHO CIELO CONSTRUCTION ACADEMY AND 3) YOUTH CORPS.$25,000
READING ASSIST INSTITUTE
100 WEST 10TH ST STE 910WILMINGTONDE19801PCAMERICORPS MEMBERS ARE TRAINED AS READING CORPS READING INTERVENTIONISTS. THE READING CORPS RECEIVE 50 HOURS OF TRAINING IN A MULTI-SENSORY, PHONICS-BASED, EXPLICIT SEQUENTIAL AND SYSTEMIC SUPPLEMENTAL READING CURRICULUM, FOLLOWED BY COACHING THROUGHOUT THE YEAR TO ENSURE THE FIDELITY OF THE PROGRAM. THEY WORK EXCLUSIVELY WITH TIER III STUDENTS IN GRADES 1-3 PROVIDING HIGHLY SKILLED INSTRUCTIONAL RESOURCES TO SCHOOLS SO THAT ACADEMICALLY CHALLENGED STUDENTS DEVELOP THE SKILLS NECESSARY FOR FLUENT READING, WRITING AND SPELLING. EACH CORPS MEMBER IS ASSIGNED SIX STUDENTS FOR THE SCHOOL YEAR OR HOWEVER LONG THE INTERVENTION IS NEEDED (UP TO TWO YEARS IN SOME CASES), PROVIDING INDIVIDUALIZED TUTORING DAILY FOR 45 MINUTES DURING THE SCHOOL DAY, OUTSIDE OF THE CLASSROOM SETTING.$50,000
ROCK THE STREET WALL STREET (RTSWS)
3523 TRIMBLE ROADNASHVILLETN372155225PCWORKING TO ADDRESS THE PERSISTENT GENDER GAP IN FINANCIAL PROFESSIONS, RTSWS INTRODUCES GIRLS, GRADES 10-12 TO THE WORLD OF FINANCE. FOR FIVE WEEKS, GIRLS GAIN EXPOSURE TO VARIOUS CAREERS IN FINANCE AS THEY NAVIGATE THROUGH LESSONS ON SAVINGS, INVESTMENTS, CAPITAL MARKETS, BUDGETS, STOCKS, BONDS AND COLLEGE FINANCIAL PREPAREDNESS. VOLUNTEER FEMALE FINANCE PROFESSIONALS SERVE AS MENTORS AND LEAD SESSIONS USING CURRICULUM DEVELOPED BY THE UNIVERSITY OF PENNSYLVANIAS WHARTON SCHOOL, IN CONJUNCTION WITH RIPPED FROM THE HEADLINES NEWS EVENTS. THE GIRLS FORM SMALL TEAMS TO COMPLETE SPECIAL PROJECTS SUCH AS CREATING DETAILED BUDGETS AND RETIREMENT PLANS FOR A FICTITIOUS CLIENT, AND RESEARCHING AND PRESENTING POTENTIAL STOCK INVESTMENTS BEFORE FINANCIAL EXECUTIVES$50,000
ROCKING THE BOAT INC
812 EDGEWATER ROADBRONXNY10474PCOVER 200 LOW-INCOME HIGH SCHOOL STUDENTS PER YEAR DEVELOP THE SELF-CONFIDENCE, ACADEMIC AND LIFE SKILLS NECESSARY TO FINISH HIGH SCHOOL AND BUILD A BRIGHTER FUTURE FOR THEMSELVES. STUDENTS ENTER THE PROGRAM IN 9TH OR 10TH GRADE, SELF-SELECTING ONE OF THREE NON-TRADITIONAL TRACKS TO FOLLOW. IN BOATBUILDING, STUDENTS STUDY PLANS TO CREATE AND ASSEMBLE WOODEN BOATS - FROM STEM TO STERN. STUDENTS IN THE SAILING TRACK PUT THEORY AND NAVIGATION TECHNIQUES INTO PRACTICE, WORKING TOWARDS BECOMING CERTIFIED U.S. SAILING LEVEL 1 INSTRUCTORS. WHILE IN THE ENVIRONMENTAL TRACK STUDENTS COLLECT WATER QUALITY DATA AND PERFORM RESTORATION WORK TO HELP BRING THE BRONX RIVER TO HEALTHY LEVELS. STUDENTS ALSO RECEIVE SOCIAL AND EMOTIONAL SUPPORT THROUGHOUT HIGH SCHOOL AND ON INTO COLLEGE.$75,000
SCIENCE FROM SCIENTISTS
1 DEANGELO DRIVE STE CBEDFORDMA01730PCSCIENCE FROM SCIENTISTS PAIRS TWO SCIENCE-INSTRUCTORS WITH PARTICIPATING SCHOOLS TO MODEL STEM EDUCATION LESSONS ONCE A WEEK, EVERY OTHER WEEK THROUGHOUT THE ENTIRE SCHOOL YEAR. INSTRUCTORS ARE REAL SCIENTISTS IN THE FIELD AND COORDINATE WITH THE CLASSROOM TEACHERS TO SELECT ONE OF 85 HANDS-ON LESSONS IN STEM TO PRESENT FOR THE DAY. LESSONS COVER TOPICS SUCH AS CHEMISTRY, PHYSICS, BIOLOGY, COMPUTER TECHNOLOGY, ENGINEERING DESIGN, ETC., AND INCLUDE LINKS TO COMPLIMENTARY RESOURCES TO HELP INCREASE TEACHERS STEM CONTENT KNOWLEDGE. PARENTS MAY ALSO USE THE WEB PAGE TO ACCESS SIMPLE SCIENCE EXPERIMENTS TO CONTINUE STEM ENGAGEMENT IN THE HOME.$40,000
STUDENT U
3116 ACADEMY ROADDURHAMNC27707PCSTUDENT U WALKS WITH STUDENTS AND FAMILIES ON AN 11-YEAR JOURNEY, FROM SIXTH GRADE THROUGH COLLEGE, PROVIDING HOLISTIC SUPPORT INCLUDING COMPREHENSIVE ACADEMIC ENRICHMENT, LEADERSHIP DEVELOPMENT AND AGE-APPROPRIATE INTERVENTIONS. IN HIGH SCHOOL, STUDENTS ARE ASSIGNED A HIGH SCHOOL ADVOCATE, WHO CONDUCTS WEEKLY CHECK-IN MEETINGS, PROVIDING ACADEMIC ADVICE AND SUPPORT AS NEEDED. DURING THE SUMMER, 9TH AND 10TH GRADE STUDENTS ATTEND CLASSES FOCUSED ON SCIENCE, MATH, HUMANITIES AND COLLEGE PREP ELECTIVES WHILE 11TH AND 12TH GRADERS ARE PLACED IN INTERNSHIPS WITH LOCAL BUSINESSES. SUPPLEMENTAL SERVICES INCLUDE STEM-RELATED FIELD TRIPS, COLLEGE TOURS, SAT/ACT TEST PREPARATION, FINANCIAL LITERACY WORKSHOPS, AND COMMUNITY SERVICE PROJECTS.$50,000
TRIPS FOR KIDS
8420 N IVANHOE STREET 93978PORTLANDOR97283PCUSING BICYCLES AS A PLATFORM FOR ENGAGING UNDERSERVED YOUTH, TRIPS FOR KIDS (TFK) EXPOSES YOUTH TO THE OUTDOORS THROUGH TRAIL RIDES AND TEACH JOB SKILLS USING HANDS-ON LESSONS IN BIKE MAINTENANCE AND SAFETY. TFK HAS OVER 75 CHAPTERS NATIONWIDE, ANNUALLY SERVING OVER 20,000 YOUTH THROUGH TWO OF ITS SIGNATURE PROGRAMS. IN THEIR EARN-A-BIKE WORKSHOPS, KIDS COMPLETE A SERIES OF LESSONS IN BIKE MAINTENANCE AND REPAIR, WHILE BUILDING CREDITS TOWARDS THEIR OWN BIKE AND ONGOING MAINTENANCE, PARTS AND SUPPLIES. WITH THEIR YOUTH@WORK PROGRAM, TFK CHAPTERS HIRE PARTICIPANTS AS PAID OR UNPAID INTERNS, GIVING YOUTH AN OPPORTUNITY TO LEARN WHILE THEY EARN.$75,000
XAVIER UNIVERSITY
1 DREXEL DRIVE BOX 66NEW ORLEANDSLA70125PCMIDDLE AND HIGH SCHOOL STUDENTS FROM ACROSS THE NATION RECEIVE A JUMPSTART ON COLLEGE LIFE THROUGH XAVIERS PRE-COLLEGE SUMMER ACADEMIC ENRICHMENT AND SOCIAL DEVELOPMENT PROGRAMS. RANGING FROM SCIENCE TO MATH TO SPEECH AND DEBATE, STUDENTS HAVE THE UNIQUE OPPORTUNITY TO EXPLORE AN AREA OF INTEREST ON A DEEPER LEVEL THROUGH IN-CLASS DISCUSSIONS, LABORATORY EXPERIENCES AND CULTURAL EXPLORATIONS. TO ENCOURAGE AND SUPPORT SECONDARY SCHOOL STUDENTS PARTICIPATION, XAVIER OFFERS FINANCIAL ASSISTANCE, TUTORING SERVICES, MENTORING AND RESEARCH OPPORTUNITIES. PROGRAM OFFERINGS INCLUDE: 1) SUMMER SCIENCE ACADEMY STAR PROGRAMS; 2) SOAR (STRESS ON ANALYTICAL REASONING); 3)SUPERSCHOLAR EXCEL AND 4) TWO SUMMER BRIDGE PROGRAMS SPECIFICALLY DESIGNED FOR INCOMING XAVIER FRESHMEN IN PURSUIT OF A STEM OR PHARMACY MAJOR.$75,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,220,590TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BRIDGE BUILDERS FOUNDATION
4332 PARKVIEW DRLAKEWOODCA90712PCAHF PROACTIVELY SOUGHT EIGHT NONPROFIT ORGANIZATIONS TO WORK COLLABORATIVELY TO ESTABLISH A STEM/STEAM CRADLE-TO-COLLEGE AND CAREER PIPELINE FOR YOUNG MEN OF COLOR IN LOS ANGELES COUNTY. PARTNERS PULL FROM EXISTING PARTNERSHIPS, BEST PRACTICES AND OTHER RESOURCES TO NOT ONLY MEET THE EDUCATIONAL NEEDS OF YOUNG MEN OF COLOR, BUT ALSO THEIR ECONOMIC AND SOCIAL-EMOTIONAL NEEDS; NURTURING THE WHOLE CHILD, WHILE LEADING THEM DOWN A MUCH NEEDED STEM/STEAM PIPELINE.$85,000
BROTHERHOOD CRUSADE
200 EAST SLAUSON AVELOS ANGELESCA90011PCAHF PROACTIVELY SOUGHT EIGHT NONPROFIT ORGANIZATIONS TO WORK COLLABORATIVELY TO ESTABLISH A STEM/STEAM CRADLE-TO-COLLEGE AND CAREER PIPELINE FOR YOUNG MEN OF COLOR IN LOS ANGELES COUNTY. PARTNERS PULL FROM EXISTING PARTNERSHIPS, BEST PRACTICES AND OTHER RESOURCES TO NOT ONLY MEET THE EDUCATIONAL NEEDS OF YOUNG MEN OF COLOR, BUT ALSO THEIR ECONOMIC AND SOCIAL-EMOTIONAL NEEDS; NURTURING THE WHOLE CHILD, WHILE LEADING THEM DOWN A MUCH NEEDED STEM/STEAM PIPELINE.$55,000
CALIFORNIA ACADEMY OF MATHEMATICS AND SCIENCE
1000 E VICTORIA STREETCARSONCA90747PCAHF PROACTIVELY SOUGHT EIGHT NONPROFIT ORGANIZATIONS TO WORK COLLABORATIVELY TO ESTABLISH A STEM/STEAM CRADLE-TO-COLLEGE AND CAREER PIPELINE FOR YOUNG MEN OF COLOR IN LOS ANGELES COUNTY. PARTNERS PULL FROM EXISTING PARTNERSHIPS, BEST PRACTICES AND OTHER RESOURCES TO NOT ONLY MEET THE EDUCATIONAL NEEDS OF YOUNG MEN OF COLOR, BUT ALSO THEIR ECONOMIC AND SOCIAL-EMOTIONAL NEEDS; NURTURING THE WHOLE CHILD, WHILE LEADING THEM DOWN A MUCH NEEDED STEM/STEAM PIPELINE.$55,000
CHARLES R DREW UNIVERSITY OF MEDICINE SCIENCE
1731 E 120TH STREETLOS ANGELESCA90059PCAHF PROACTIVELY SOUGHT EIGHT NONPROFIT ORGANIZATIONS TO WORK COLLABORATIVELY TO ESTABLISH A STEM/STEAM CRADLE-TO-COLLEGE AND CAREER PIPELINE FOR YOUNG MEN OF COLOR IN LOS ANGELES COUNTY. PARTNERS PULL FROM EXISTING PARTNERSHIPS, BEST PRACTICES AND OTHER RESOURCES TO NOT ONLY MEET THE EDUCATIONAL NEEDS OF YOUNG MEN OF COLOR, BUT ALSO THEIR ECONOMIC AND SOCIAL-EMOTIONAL NEEDS; NURTURING THE WHOLE CHILD, WHILE LEADING THEM DOWN A MUCH NEEDED STEM/STEAM PIPELINE.$55,000
CHILDREN YOUTH AND FAMILY COLLABORATIVE
1200 W 37TH PLACELOS ANGELESCA90007PCAHF PROACTIVELY SOUGHT EIGHT NONPROFIT ORGANIZATIONS TO WORK COLLABORATIVELY TO ESTABLISH A STEM/STEAM CRADLE-TO-COLLEGE AND CAREER PIPELINE FOR YOUNG MEN OF COLOR IN LOS ANGELES COUNTY. PARTNERS PULL FROM EXISTING PARTNERSHIPS, BEST PRACTICES AND OTHER RESOURCES TO NOT ONLY MEET THE EDUCATIONAL NEEDS OF YOUNG MEN OF COLOR, BUT ALSO THEIR ECONOMIC AND SOCIAL-EMOTIONAL NEEDS; NURTURING THE WHOLE CHILD, WHILE LEADING THEM DOWN A MUCH NEEDED STEM/STEAM PIPELINE.$85,000
LONG BEACH MATH COLLABORATIVE
1500 ATLANTIC AVELONG BEACHCA90806PCAHF PROACTIVELY SOUGHT EIGHT NONPROFIT ORGANIZATIONS TO WORK COLLABORATIVELY TO ESTABLISH A STEM/STEAM CRADLE-TO-COLLEGE AND CAREER PIPELINE FOR YOUNG MEN OF COLOR IN LOS ANGELES COUNTY. PARTNERS PULL FROM EXISTING PARTNERSHIPS, BEST PRACTICES AND OTHER RESOURCES TO NOT ONLY MEET THE EDUCATIONAL NEEDS OF YOUNG MEN OF COLOR, BUT ALSO THEIR ECONOMIC AND SOCIAL-EMOTIONAL NEEDS; NURTURING THE WHOLE CHILD, WHILE LEADING THEM DOWN A MUCH NEEDED STEM/STEAM PIPELINE.$55,000
THE POSSE FOUNDATION - LOS ANGELES
515 S FIGUEROA STREET STE 300LOS ANGELESCA90071PCAHF PROACTIVELY SOUGHT EIGHT NONPROFIT ORGANIZATIONS TO WORK COLLABORATIVELY TO ESTABLISH A STEM/STEAM CRADLE-TO-COLLEGE AND CAREER PIPELINE FOR YOUNG MEN OF COLOR IN LOS ANGELES COUNTY. PARTNERS PULL FROM EXISTING PARTNERSHIPS, BEST PRACTICES AND OTHER RESOURCES TO NOT ONLY MEET THE EDUCATIONAL NEEDS OF YOUNG MEN OF COLOR, BUT ALSO THEIR ECONOMIC AND SOCIAL-EMOTIONAL NEEDS; NURTURING THE WHOLE CHILD, WHILE LEADING THEM DOWN A MUCH NEEDED STEM/STEAM PIPELINE.$55,000
UNITED NEGRO COLLEGE FUND
3699 WILSHIRE BLVD STE 675LOS ANGELESCA90010PCAHF PROACTIVELY SOUGHT EIGHT NONPROFIT ORGANIZATIONS TO WORK COLLABORATIVELY TO ESTABLISH A STEM/STEAM CRADLE-TO-COLLEGE AND CAREER PIPELINE FOR YOUNG MEN OF COLOR IN LOS ANGELES COUNTY. PARTNERS PULL FROM EXISTING PARTNERSHIPS, BEST PRACTICES AND OTHER RESOURCES TO NOT ONLY MEET THE EDUCATIONAL NEEDS OF YOUNG MEN OF COLOR, BUT ALSO THEIR ECONOMIC AND SOCIAL-EMOTIONAL NEEDS; NURTURING THE WHOLE CHILD, WHILE LEADING THEM DOWN A MUCH NEEDED STEM/STEAM PIPELINE.$55,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$500,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$522,080ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$505,606ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,304,665ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescRETURNED GRANTSDesc
Exclusion$2,389ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,334,740ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,334,740TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (9 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
WILLIAM BLAIR & CO ACGFMV$4,388,151$4,388,151
ROBECO PREM EQUITY ACVFMV$4,269,363$4,269,363
PIMCOFMV$1,092,170$1,091,221
TRANSMACHINE MONEY FUNDFMV$667,152$667,152
EARNEST FOREIGNFMV$3,633,036$3,633,036
MLPAFMV$3,413,622$3,413,622
INVESCO CORE REAL ESTATE USA LPFMV$8,620,834$8,620,834
MFSFMV$3,624,169$3,624,169
SEMPER MIDAS FUND LPFMV$1,891,658$1,891,658

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED LOSS OF INVESTMENTSDesc
Amt$1,002,379Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES & MEMBERSHIPS$13,850$0$13,850
OFFICE EXPENSES$674$0$674
MISCELLANEOUS$961$0$961

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
NET INCOME FROM OPEN-END FUNDS$505,606$505,606$505,606
RETURNED GRANTS$2,389$2,389

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$348,227$348,227$0
GRANT MANAGEMENT FEES$27,373$0$27,373

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAX$17,627$0$17,627
FOREIGN INVESTMENT INCOME TAX$36,047$36,047$0
EXCISE TAX ON INVESTMENT INCOME$28,513$0$0