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SURDNA FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SURDNA FOUNDATION INC (EIN 13-6108163)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-13
IRS object ID
201921339349103542
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-13T16:58:59-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100175001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136108163EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARC DE VENOGEPersonNm
Person TitlecfoPersonTitleTxt
Phone2125570010PhoneNum
Signature2019-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPaul HammerschmidtPreparerPersonNm
PTINP01384178PTIN
Phone2128858000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address174.49.114.208IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id26308920191335000019FederalOriginalSubmissionId
Federal Original Submission Id2019-05-13FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id48C336AAB7D1DE8463E223BE15B361E384766368AtSubmissionCreationDeviceId
At Submission Filing Device Id48C336AAB7D1DE8463E223BE15B361E384766368AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,041,308,286FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$271,898InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$271,898InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,119,813DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,169,264DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$15,897,014NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$93,501,825GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$39,031,095CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$61,272,166OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,769,479OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$81,560,891TotalRevAndExpnssAmt
Total Net Invst Incm$57,241,736TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,277,673CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$135,185CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$2,052,366CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,431,058OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,431,058OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,340,746PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$28,267PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$1,293,634PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$92,690LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$57,652LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$35,038LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$100,335AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$21,918AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$78,417AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,597,259OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,084,436OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,512,823OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Taxes Net Invst Incm$415,284TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$184,097DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss$1,496,615OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$1,496,615OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$609,698TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$609,698TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$34,094PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$34,094PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$948,427OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,432,065OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,146,685OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,112,692TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,174,807TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,690,428TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$37,247,072ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$36,143,362ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$50,359,764TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,174,807TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$45,833,790TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$31,201,127ExcessRevenueOverExpensesAmt
Net Investment Income$44,066,929NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$32,635,603SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$34,556,388SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$34,556,388SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$291,680PrepaidExpensesBOYAmt
Prepaid Expenses EOY$134,238PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$134,238PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$1,593,301USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,040,704USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,040,704USGovtObligationsEOYFMVAmt
Corporate Stock BOY$49,043,357CorporateStockBOYAmt
Corporate Stock EOY$51,418,553CorporateStockEOYAmt
Corporate Stock EOYFMV$51,418,553CorporateStockEOYFMVAmt
Other Investments BOY$914,765,899OtherInvestmentsBOYAmt
Other Investments EOY$937,872,621OtherInvestmentsEOYAmt
Other Investments EOYFMV$937,872,621OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$3,077,115LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$209,445LandBldgEquipAccumDeprecAmt
Land BOY$296,111LandBOYAmt
Land EOY$2,867,670LandEOYAmt
Land EOYFMV$2,867,670LandEOYFMVAmt
Other Assets BOY$5,998,991OtherAssetsBOYAmt
Other Assets EOY$13,418,112OtherAssetsEOYAmt
Other Assets EOYFMV$13,418,112OtherAssetsEOYFMVAmt
Total Assets BOY$1,004,624,942TotalAssetsBOYAmt
Total Assets EOY$1,041,308,286TotalAssetsEOYAmt
Total Assets EOYFMV$1,041,308,286TotalAssetsEOYFMVAmt
Accounts Payable BOY$801,402AccountsPayableBOYAmt
Accounts Payable EOY$1,841,397AccountsPayableEOYAmt
Grants Payable BOY$27,385,000GrantsPayableBOYAmt
Grants Payable EOY$28,488,710GrantsPayableEOYAmt
Total Liabilities BOY$28,186,402TotalLiabilitiesBOYAmt
Total Liabilities EOY$30,330,107TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$976,438,540UnrestrictedBOYAmt
Unrestricted EOY$1,010,978,179UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$976,438,540TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,010,978,179TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,004,624,942TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,041,308,286TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$976,438,540TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$31,201,127ExcessRevenueOverExpensesAmt
Other Increases$3,338,512OtherIncreasesAmt
Subtotal$1,010,978,179SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,010,978,179TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SALE OF PUBLICLY TRADED SECURITIES$66,124,532$54,470,730$11,653,802$11,653,802
NET CAPITAL GAIN FROM PARTNERSHIPS$27,377,293$27,377,293$27,377,293
FieldValueIRS element (for citing)
Capital Gain Net Income$39,031,095CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$48,203,643AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$956,120,769NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050416DistributionYr1Rt
Adjusted Qlfy Distri Yr2$47,688,415AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$936,709,499NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050911DistributionYr2Rt
Adjusted Qlfy Distri Yr3$43,921,076AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$999,233,846NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043955DistributionYr3Rt
Adjusted Qlfy Distri Yr4$47,409,793AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$946,120,213NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.05011DistributionYr4Rt
Adjusted Qlfy Distri Yr5$41,554,950AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$840,389,978NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049447DistributionYr5Rt
Total Distribution0.244839TotalDistributionRt
Average Distribution0.048968AverageDistributionRt
Net Vl Noncharitable Assets$1,009,801,186NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$49,447,944AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$440,669NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$49,888,613AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$50,918,080QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$440,669InvestmentIncomeExciseTaxAmt
Subtotal$440,669SubtotalAmt
Tax Based On Investment Income$440,669TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,202,906EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,202,906TotalPaymentsAndCreditsAmt
Overpayment$1,762,237OverpaymentAmt
Applied To ES Tax$1,762,237AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (22 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PHILLIP HENDERSON
200 MADISON AVENUE FL 25NEW YORKNY10016PRESIDENT40.0$576,770$103,051$0
MARC DE VENOGE
200 MADISON AVENUE FL 25NEW YORKNY10016CFO AND ASSISTANT TREASURER40.0$450,615$94,224$0
ELIZABETH FADER
200 MADISON AVENUE FL 25NEW YORKNY10016VP PROGRAMS40.0$316,154$53,416$0
LETICIA PEGUERO
200 MADISON AVENUE FL 25NEW YORKNY10016EXECUTIVE DIRECTOR40.0$217,878$40,950$0
SHAWN ESCOFFERY
200 MADISON AVENUE FL 25NEW YORKNY10016PRGM DIR.- STRONG LOCAL ECON.40.0$197,206$38,415$0
JUDILIEE REED
200 MADISON AVENUE FL 25NEW YORKNY10016PROGRAM DIR. THRIVING CULTURES40.0$70,416$35,991$0
HELEN CHIN
200 MADISON AVENUE FL 25NEW YORKNY10016PRGM DIR -SUSTAINABLE ENVIRON.40.0$188,633$56,084$0
SHUAIB SIDDIQUI
200 MADISON AVENUE FL 25NEW YORKNY10016DIR. OF MISSION RELATED INVEST40.0$195,963$38,957$0
HARRIET BRAUNE
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR OF COMMUNICATIONS40.0$64,038$29,014$0
PETER B BENEDICT II
200 MADISON AVENUE FL 25NEW YORKNY10016CHAIRPERSON1.0$0$0$0
CARRA COTE-ACKAH
200 MADISON AVENUE FL 25NEW YORKNY10016VICE CHAIRPERSON1.0$0$0$0
PETER C VOORHEES
200 MADISON AVENUE FL 25NEW YORKNY10016TREASURER/SECRETARY1.0$0$0$0
BRUCE ABERNETHY
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
JUDY BELK
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
CAITLIN BOGER-HAWKINS
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
JOCELYN DOWNIE
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
CAMERON GRIFFITH
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
KELLY NOWLIN
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
TRACY PALANDJIAN
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
MICHAEL SPENSLEY
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
TIMOTHY THORPE
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0
GWEN WALDEN
200 MADISON AVENUE FL 25NEW YORKNY10016DIRECTOR1.0$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
JONATHAN GOLDBERG
200 MADISON AVENUE 25TH FLNEW YORKNY10016DIR. LEARN. & GRANTS40.0$226,905$54,845$0
MATTHEW WALEGIR
200 MADISON AVENUE 25TH FLNEW YORKNY10016CONTROLLER40.0$145,577$50,930$0
JESSICA GARZ
200 MADISON AVENUE 25TH FLNEW YORKNY10016PROGRAM OFFICER40.0$140,944$31,100$0
ALISON CORWIN
200 MADISON AVENUE 25TH FLNEW YORKNY10016PROGRAM OFFICER40.0$122,338$28,868$0
KELLIE TERRY
200 MADISON AVENUE 25TH FLNEW YORKNY10016PROGRAM OFFICER40.0$94,855$32,949$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k9OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCd
PETRETTI & ASSOCIATES LLC
270 MADISON AVENUE SUITE 704NEW YORKNY10016CONSTRUCTION MGMT.$2,572,286
CAMBRIDGE ASSOCIATES
100 SUMMER STREETBOSTONMA02110INVESTMENT CONSULT.$1,811,143
SILCHESTER
INVESTMENT MGMT.$866,4381 BURTON STREETLONDONUKW1J 6TL
THE NORTHERN TRUST COMPANY
50 S LASALLE STREETCHICAGOIL60675CUSTODIAL BANK$412,018
SANDS CAPITAL MANAGEMENT
1101 WILSON BOULEVARD SUITE 2300ARLINGTONVA22209INVESTMENT MGMT.$227,005
FieldValueIRS element (for citing)
Contractor Paid Over50k15ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1LOAN TO METROPOLITAN ECONOMIC DEVELOPMENT ASSOCIATION (SEE GENERAL EXPLANATION ATTACHMENT FOR CONTINUATION)Description1Txt
Expenses1$1,500,000Expenses1Amt
Description2LOAN TO FAIR FOOD NETWORK, INC. (SEE GENERAL EXPLANATION ATTACHMENT FOR CONTINUATION)Description2Txt
Expenses2$333,333Expenses2Amt
All Other Program Rltd Invst Tot$385,622AllOtherProgramRltdInvstTotAmt
Total$2,218,955TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$312,605,083AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,061,740AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$679,512,046FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,025,178,869TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,025,178,869AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,377,683CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,009,801,186NetVlNoncharitableAssetsAmt
Minimum Investment Return$50,490,059MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$50,490,059MinimumInvestmentReturnAmt
Tax Based On Investment Income$440,669TaxBasedOnInvestmentIncomeAmt
Total Tax$440,669TotalTaxAmt
Distributable Before Adj$50,049,390DistributableBeforeAdjAmt
Distributable Before Ded$50,049,390DistributableBeforeDedAmt
Distributable As Adjusted$50,049,390DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$45,833,790ExpensesAndContributionsAmt
Program Related Invst Total$2,218,955ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$2,865,335CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$50,918,080QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$440,669PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$50,477,411AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$50,049,390DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,019,579ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,376,116ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$1,666,516ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$926,689ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,988,900TotalExcessDistributionCyovAmt
Qualifying Distributions$50,918,080QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$50,049,390AppliedToCurrentYearAmt
Remaining Distri From Corpus$868,690RemainingDistriFromCorpusAmt
Total Corpus$5,857,590TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,019,579ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,838,011ExcessDistriCyovToNextYrAmt
Excess From Year4$1,376,116ExcessFromYear4Amt
Excess From Year2$1,666,516ExcessFromYear2Amt
Excess From Year1$926,689ExcessFromYear1Amt
Excess From Current Year$868,690ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSURDNA FOUNDATION INCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1200 MADISON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2125570010RecipientPhoneNum
Form And Info And MaterialsSURDNA FOUNDATION'S WEBSITE PROVIDES THE RESOURCES ELIGIBILITY, GUIDELINES AND FREQUENTLY ASKED QUESTIONS IN CONNECTION WITH GRANT APPLICATIONS. https://surdna.fluxx.io/lois/new?utf8=%E2%9C%93&commit=Submit+a+Surdna +LOIFormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO DEADLINES FOR LETTERS OF INQUIRY (LOI). LOI'S ARE ACCEPTED ON A ROLLING BASIS THROUGH TSubmissionDeadlinesTxt
Restrictions On AwardsSURDNA FOUNDATION SEEKS TO FOSTER SUSTAINABLE COMMUNITIES IN THE UNITED STATES, COMMUNITIES GUIDED BY PRINCIPLES OF SOCIAL JUSTICE AND DISTINGUISHED BY HEALTHY ENVIRONMENTS, STRONG LOCAL ECONOMIES AND THRIVING CULTURES. SURDNA SEEKS TO DISMANTLE THE STRUCTURAL BARRIERS THAT LIMIT OPPORTUNITY FOR MANY, HELPING TO CREATE COMMUNITIES THAT ARE PROSPEROUS, CULTURALLY ENRICHING, AND SUSTAINABLE. SEE SURDNA FOUNDATION'S WEBSITE FOR FURTHER DETAIL. https://surdna.org/prospective-grantees/RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (385 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
2164
445 Park Avenue Suite 16ANew YorkNY10022No relationshipPCGeneral support$25,000
A Long Walk Home
1658 N Milwaukee Ave Suite 104ChicagoIL60647No relationshipPCGeneral support$500
A Shot for Life Incorporated
80 Poplar StWatertownMA02472No relationshipPCGeneral support$215
Acumen Fund Inc
40 Worth St suite 303New YorkNY10013No relationshipPCGeneral support$120,000
AgitArte Inc
678 Massachusetts Ave Suite 504CambridgeMA02139No relationshipPCGeneral support$4,214
Alliance for a Just Society
3518 South Edmunds StSeattleWA98118No relationshipPCGeneral support$125,000
Alliance for Global Justice
225 E 26th St Suite 1TucsonAZ85713No relationshipPCGeneral support$35,000
Alliance For Justice
Eleven Dupont Circle NW Suite 200WashingtonDC20036No relationshipPCGeneral support$50,000
Allied Media Projects
1426 Third AveDetroitMI48201No relationshipPCGeneral support$75,000
Alternate ROOTS
1270 Caroline StAtlantaGA30307No relationshipPCGeneral support$100,000
American Conservation Film Festival
PO Box 889ShepherdstownWV25443No relationshipPCGeneral support$5,000
American Jewish Joint Distribution Committee
PO Box 4124New YorkNY10163No relationshipPCGeneral support$180
American Sustainable Business Institute
1401 New York Ave NW Suite 122WashingtonDC20005No relationshipPCGeneral support$185,000
American Youth Policy Forum
1200 18th Street NW Suite 1200WashingtonDC20036No relationshipPCGeneral support$81,222
Amigos del Museo del Barrio Inc
1230 Fifth AvenueNew YorkNY10029No relationshipPCGeneral support$50,000
Anchorage Museum
625 C StreetAnchorageAK99501No relationshipPCGeneral support$50,000
Animal Welfare Society of Jefferson
PO Box 147Charles TownWV25414No relationshipPCGeneral support$4,000
Appalachian Mountain Club
5 Joy StreetBostonMA02108No relationshipPCGeneral support$10,000
Arizona State Uni FdN for a New American Uni
300 E University Drive 6th FloorTempeAZ85281No relationshipPCGeneral support$200,000
Art Council Inc
45 Main Street Suite 515BrooklynNY11201No relationshipPCGeneral support$50,000
Arts & Humanities Alliance of Jefferson County
PO Box 2051ShepherdstownWV25443No relationshipPCGeneral support$10,000
AS220
95 Mathewson Street 204ProvidenceRI02903No relationshipPCGeneral support$75,000
Asian Arts Initiative
1219 Vine StreetPhiladelphiaPA19107No relationshipPCGeneral support$75,000
Asian Pacific Environmental Network
426 17th Street Suite 500OaklandCA94612No relationshipPCGeneral support$100,000
Association of Baltimore Area Grantmakers
2 East Read St 2nd FlBaltimoreMD21202No relationshipPCGeneral support$150,000
Association of Black Foundation Exec Inc
42 Broadway 20th FloorNew YorkNY10004No relationshipPCGeneral support$30,000
Association of Small Foundations
1720 N Street NWWashingtonDC20036No relationshipPCGeneral support$25,000
Astraea Foundation
116 East 16th Street 7th FloorNew YorkNY10003No relationshipPCGeneral support$35,000
B Lab Company
155 E Lancaster AveWaynePA19087No relationshipPCGeneral support$125,000
Baltimore Community Foundation
2 E Read St Suite 101BaltimoreMD21202No relationshipPCGeneral support$500,000
Bend International School
63020 OB Riley RoadBendOR97703No relationshipPCGeneral support$10,000
Bend Science Station
1027 NW Trenton AvenueBendOR97703No relationshipPCGeneral support$10,000
Bend the Arc - A Jewish Partnership for Justice
330 Seventh Avenue 19th FloorNew YorkNY10001No relationshipPCGeneral support$75,000
Bend's Community Center
1036 NE 5th StreetBendOR97701No relationshipPCGeneral support$5,000
Berkeley Repertory Theatre
999 Harrison StreetBerkeleyCA94710No relationshipPCGeneral support$12,500
Beth Chayim Chadashim
6090 W Pico BlvdLos AngelesCA90035No relationshipPCGeneral support$12,500
Better Together
2804 SW 6th StreetRedmondOR97756No relationshipPCGeneral support$10,000
Black Alliance for Just Immigration
660 Nostrand AvenueBrooklynNY11216No relationshipPCGeneral support$65,000
Blue Engine Inc
75 BROAD STREET SUITE 2900NYNY10004No relationshipPCGeneral support$12,500
Blue Green Alliance Foundation
1300 Godward Street NE 2625MinneapolisMN55413No relationshipPCGeneral support$75,000
Board of Regents of the Uni of Wisconsin Sys
UW-Madison GAR AccountMilwaukeeWI53278No relationshipPCGeneral support$150,000
BoardSource
750 9th Street NW Suite 650WashingtonDC20001No relationshipPCGeneral support$25,000
Boston Arts Academy Foundation
174 Ipswich StreetBostonMA02215No relationshipPCGeneral support$10,000
Boston College
140 Commonwealth AveChestnut HillMA02467No relationshipPCGeneral support$2,000
Boys & Girls Clubs of Boston
50 Congress St Suite 730BostonMA02109No relationshipPCGeneral support$2,000
Boys and Girls Club of Puerto Rico
501 Avenida Roberto H ToddSan JuanPR00907No relationshipPCGeneral support$750
Bread & Roses Community Fund
1315 Walnut StreetPhiladelphiaPA19107No relationshipPCGeneral support$36,175
Breast Cancer Prevention Partners
1388 Sutter Street Suite 400San FranciscoCA94109No relationshipPCGeneral support$20,000
Brookings Institution
1775 Massachusetts Avenue NWWashingtonDC20036No relationshipPCGeneral support$300,000
Brooklyn Arts Exchange Inc
421 Fifth AveBrooklynNY11215No relationshipPCGeneral support$50,000
buildingcommunityWORKSHOP
416 S Ervay StreetDallasTX75201No relationshipPCGeneral support$75,000
Business Alliance for Local Living Economies
2323 BroadwayOaklandCA94612No relationshipPCGeneral support$75,000
Cacapon and Lost Rivers Land Trust
PO Box 58WardensvilleWV26851No relationshipPCGeneral support$200
California Partnership for Safe Communities
825 Washington Street Suite 200OaklandCA94607No relationshipPCGeneral support$90,000
Cambodian Mutual Assistance Association
465 School StreetLowellMA01851No relationshipPCGeneral support$100
Camp Sojourner Girls' Leadership Camp
801 S 48th StreetPhiladelphiaPA19143No relationshipPCGeneral support$534
Camp Tamarack
2608 NW Robert WayBendOR97701No relationshipPCGeneral support$5,000
Campaign for the Fair Sentencing of Youth
1319 F St NWWashingtonDC20004No relationshipPCGeneral support$100,000
Campaign for Youth Justice
1220 L St NW Suite 605WashingtonDC20005No relationshipPCGeneral support$75,000
Cantus
1202 Marquette Ave S Suite 100MinneapolisMN55403No relationshipPCGeneral support$5,000
Center for Children's Law and Policy
1701 K Street NWWashingtonDC20006No relationshipPCGeneral support$80,000
Center for Cultural Innovation
244 S San Pedro St Suite 401Los AngelesCA90012No relationshipPCGeneral support$300,000
Center for Effective Philanthropy
675 Massachusetts Avenue 7th FloorCambridgeMA02139No relationshipPCGeneral support$50,000
Center for Heirs Property
1535 Sam Rittenberg BlvdCharlestonSC29407No relationshipPCGeneral support$100,000
Center for Law and Social Policy
1200 18th Street NWWashingtonDC20036No relationshipPCGeneral support$100,000
Center for Neighborhood Technology
2125 W North AvenueChicagoIL60647No relationshipPCGeneral support$175,000
Center for Popular Democracy
449 Troutman Street Suite ABrooklynNY11237No relationshipPCGeneral support$685,500
Center for Story-based Strategy
654 13th St 2OaklandCA94612No relationshipPCGeneral support$75,000
Center for Teen Empowerment
392 Genesee StreetRochesterNY14611No relationshipPCGeneral support$75,000
Center for Urban Pedagogy
232 Third Street D201BrooklynNY11215No relationshipPCGeneral support$75,000
Central Oregon Community College Foundation
2600 NW College WayBendOR97701No relationshipPCGeneral support$2,000
CGDCNY Inc
45 Ludlow StreetYonkersNY10701No relationshipPCGeneral support$50,000
Chewonki Foundation Inc
485 Chewonki Neck RoadWiscassetME04578No relationshipPCGeneral support$10,000
Chicago United Inc
300 E Randolph StreetChicagoIL60601No relationshipPCGeneral support$125,000
Children's Aid Society
711 Third Avenue Suite 700New YorkNY10017No relationshipPCGeneral support$10,000
Children's Forest of Central Oregon
63095 Deschutes Market RoadBendOR97701No relationshipPCGeneral support$10,000
Children's Institute
2121 West Temple StLos AngelesCA90026No relationshipPCGeneral support$2,500
Chinook Fund
1031 33rd StreetDenverCO80205No relationshipPCGeneral support$35,000
Cintrifuse
1311 Vine StreetCincinnatiOH45202No relationshipPCGeneral support$100,000
Class Action Network
30 Germania Street Building LJamaica PlainMA02130No relationshipPCGeneral support$25,000
Collateral Repair Project
PO Box 23146BrooklynNY11202No relationshipPCGeneral support$500
Colon Cancer Coalition
5666 Lincoln DrEdinaMN55436No relationshipPCGeneral support$303
ColorOfChangeorg Education Fund
1714 Franklin St Ste 100-136OaklandCA94612No relationshipPCGeneral support$75,000
Common Counsel Foundation
1624 Franklin St 1022OaklandCA94612No relationshipPCGeneral support$175,000
Common Market Philadelphia Inc
428 E Erie AvePhiladelphiaPA19134No relationshipPCGeneral support$150,000
Communities United
4749 N KedzieChicagoIL60625No relationshipPCGeneral support$75,000
Community Arts Stabilization Trust
70 Otis Street 1st FloorSan FranciscoCA94103No relationshipPCGeneral support$100,000
Community Foundation of New Jersey
35 Knox Hill RoadMorristownNJ07963No relationshipPCGeneral support$1,000
Community Foundation of the Virgin Islands
PO BOX 11790ST THOMASVI00801No relationshipPCGeneral support$1,250
Community Labor United
8 BEACON STREET 5TH FLOORBostonMA02108No relationshipPCGeneral support$50,000
Community LIFT
119 S Court AvenueMemphisTN38103No relationshipPCGeneral support$375,000
COMPAS
75 Fifth Street West Suite 304Saint PaulMN55102No relationshipPCGeneral support$5,000
Confluence Philanthropy
475 Riverside Drive Suite 900New YorkNY10115No relationshipPCGeneral support$75,000
Connecticut Public Broadcasting
1049 Asylum AvenueHartfordCT06105No relationshipPCGeneral support$5,000
Cookie Cart
1119 West Broadway AveMinneapolisMN55411No relationshipPCGeneral support$5,000
Corbin Hill Food Project
475 Riverside Drive Suite 244New YorkNY10015No relationshipPCGeneral support$100,000
Corcoran Gallery of Art & College of ArtDesign
500 Seventeenth Street NWWashingtonDC20006No relationshipPCGeneral support$25,000
Cristo Rey Boston High School
100 Savin Hill AvenueBostonMA02125No relationshipPCGeneral support$1,000
Crossroads Fund
3411 W Diversey Ave 20ChicagoIL60647No relationshipPCGeneral support$35,000
Culver Educational Foundation
1300 Academy Road 153CulverIN46511No relationshipPCGeneral support$15,000
DC Center for the LGBT Community
2000 14th Street NW Suite 105WashingtonDC20009No relationshipPCGeneral support$20,000
Democracy at Work Institute
1904 Franklin St Suite 400OaklandCA94612No relationshipPCGeneral support$250,000
Democracy Collaborative Foundation
1422 Euclid Avenue Suite 616ClevelandOH44415No relationshipPCGeneral support$300,000
Deschutes United Way
PO Box 5969BendOR97708No relationshipPCGeneral support$3,000
Design Futures
232 3rd St D201BrooklynNY11215No relationshipPCGeneral support$50,000
Designing Justice Designing Spaces
612 Mariposa Avenue 402OaklandCA94610No relationshipPCGeneral support$100,000
Didtechnology Inc
50 Hurt Plaza SE Suite 1610AtlantaGA30303No relationshipPCGeneral support$200,000
Docutribe
200 East 90th Street 8FNew YorkNY10128No relationshipPCGeneral support$5,000
Domestic Abuse Project
204 West Franklin AvenueMinneapolisMN55404No relationshipPCGeneral support$5,000
Downtown Community Television Center
87 Lafayette StreetNew YorkNY10013No relationshipPCGeneral support$60,000
Dream Corps
1611 Telegraph Avenue Suite 600OaklandCA94612No relationshipPCGeneral support$175,000
DreamYard Project
1085 Washington Avenue Ground FlooBronxNY10456No relationshipPCGeneral support$100,000
Dudley Street Neighborhood Initiative
550 Dudley StreetRoxburyMA02119No relationshipPCGeneral support$75,000
Earth Island Institute
2150 Allston Way Suite 460BerkeleyCA94704No relationshipPCGeneral support$2,500
East Bay Community Foundation
200 Frank H Ogawa PlazaOaklandCA94612No relationshipPCGeneral support$185,000
Eastern Market Corporation
2934 Russell StreetDetroitMI48207No relationshipPCGeneral support$100,000
Economic Policy Institute
1225 Eye St NW Suite 600WashingtonDC20005No relationshipPCGeneral support$150,000
Edible Schoolyard Project
1517 Shattuck AvenueBerkeleyCA94709No relationshipPCGeneral support$2,500
Educate Tomorrow Corp
1717 N Bayshore Drive Suite 203MiamiFL33132No relationshipPCGeneral support$150,102
Education Foundation for Bend-La Pine Schools
520 NW Wall Street Room 325BendOR97703No relationshipPCGeneral support$5,000
EdVestors
140 Clarendon StBostonMA02116No relationshipPCGeneral support$2,500
Efforts of Grace Inc
1712 Oretha Castle Haley BoulevardNew OrleansLA70113No relationshipPCGeneral support$150,000
Emerald Cities Collaborative Inc
1140 Connecticut Ave NWWashingtonDC20036No relationshipPCGeneral support$150,000
Eno Center for Transportation
1710 Rhode Island Avenue NW SuiteWashingtonDC20036No relationshipPCGeneral support$75,000
Enslaved African Memorial Committee
PO Box 463TeaneckNJ07666No relationshipPCGeneral support$2,500
Enterprise Community Partners
111000 Broken Land Parkway Suite 7ColumbiaMD21044No relationshipPCGeneral support$75,000
Environmental Defense Fund
257 Park Avenue SouthNew YorkNY10010No relationshipPCGeneral support$15,000
Episcopal Academy
Alumni and Development OfficeNewtown SquarePA19073No relationshipPCGeneral support$50,000
Equal Justice USA
81 Prospect StreetBrooklynNY11201No relationshipPCGeneral support$75,000
exalt youth
175 Remsen Street Suite 1000BrooklynNY11201No relationshipPCGeneral support$80,000
Faces of Giving Inc
36 S Portland AvenueBrooklynNY11217No relationshipPCGeneral support$25,000
Fair Food Network
1250 North Main Street North SuiteAnn ArborMI48104No relationshipPCGeneral support$75,000
Family Values at Work A Multi-State Consortium
207 E Buffalo St Suite 211MilwaukeeWI53202No relationshipPCGeneral support$350,000
Farm Fresh Rhode Island
1005 Main St 8130PawtucketRI02860No relationshipPCGeneral support$75,000
Feed My Starving Children
401 93rd Avenue NWCoon RapidsMN55433No relationshipPCGeneral support$500
Firelight Media Inc
324 Convent AvenueNew YorkNY10031No relationshipPCGeneral support$75,000
First Peoples Fund
706 West BoulevardRapid CitySD57701No relationshipPCGeneral support$200,000
Flynn Center for the Performing Arts
153 Main StreetBurlingtonVT05401No relationshipPCGeneral support$80,000
Food Shift
c/o Earth Island InstituteBerkeleyCA94704No relationshipPCGeneral support$2,500
Forum for Youth Investment
7064 Eastern Avenue NWWashingtonDC20012No relationshipPCGeneral support$60,000
Foster Youth in Action
2140 Shattuck Avenue Suite 504BerkeleyCA94704No relationshipPCGeneral support$50,000
Foundation Center
32 Old SlipNew YorkNY10005No relationshipPCGeneral support$175,000
Foundation for Louisiana
4354 S Sherwood Forest BlvdBaton RougeLA70816No relationshipPCGeneral support$575,000
Foundation for MetroWest
3 Eliot StNatickMA01760No relationshipPCGeneral support$5,000
Friends of Happy Retreat
600 Mordington AveCharles TownWV25414No relationshipPCGeneral support$3,500
Friends of York University Inc
c/o Roha FlahertyWashingtonDC20006No relationshipPCGeneral support$10,000
Funders' Net for Smart Growth & Livable Commun
1500 San Remo AvenueCoral GablesFL33146No relationshipPCGeneral support$370,000
Gehl Institute
62 William St 7th FlNew YorkNY10006No relationshipPCGeneral support$40,000
Georgia WAND Education Fund Inc
250 Georgia AvenueAtlantaGA30312No relationshipPCGeneral support$50,000
Gifted Education Foundation
885 Woodstock RoadRoswellGA30075No relationshipPCGeneral support$12,500
Girls for Gender Equity Inc
25 Chapel StreetBrooklynNY11201No relationshipPCGeneral support$50,000
Giving Back Fund
6033 West Century Blvd Suite 240Los AngelesCA90045No relationshipPCGeneral support$25,000
Global Impact Investing Network
1 Battery Park PlazaNew YorkNY10004No relationshipPCGeneral support$100,000
Global Philanthropy Partnership
1916 N Mohawk Street Apt 7ChicagoIL60614No relationshipPCGeneral support$450,000
Grantmakers for Effective Organizations
1725 DeSales St NW 404WashingtonDC20036No relationshipPCGeneral support$55,000
Grantmakers in the Arts
522 Courtlandt AveBronxNY10451No relationshipPCGeneral support$35,100
Grassroots Global Justice
7000 Carroll Ave Suite 200Takoma ParkMD20912No relationshipPCGeneral support$250,000
Grassroots Institute for Fundraising Training
1904 Franklin St Ste 705OaklandCA94612No relationshipPCGeneral support$50,000
Greater Milwaukee Comm for Community Dev
247 Freshwater Way Suite 400MilwaukeeWI53204No relationshipPCGeneral support$175,000
Greater New Orleans Foundation
919 St Charles AvenueNew OrleansLA70130No relationshipPCGeneral support$275,000
Greenlining Institute
360 14th Street 2nd FloorOaklandCA94602No relationshipPCGeneral support$200,000
Groundswell Community Mural Project
540 President StreetBrooklynNY11215No relationshipPCGeneral support$100,000
Groundwork USA
22 Main StreetYonkersNY10701No relationshipPCGeneral support$80,000
Guthrie Center
2 Van Deusenville RoadGreat BarringtonMA02130No relationshipPCGeneral support$150
Haser Inc
PO Box 649 St Just StationSaint JustPR00978No relationshipPCGeneral support$17,415
Head-Royce School
4315 Lincoln StreetOaklandCA94602No relationshipPCGeneral support$5,000
Headwaters Foundation for Justice
2801 21st Avenue SouthMinneapolisMN55407No relationshipPCGeneral support$35,000
Heart of Los Angeles Youth
2701 Wilshire Blvd Suite 100Los AngelesCA90057No relationshipPCGeneral support$175,000
Hedgebrook
POB 1231FreelandWA98249No relationshipPCGeneral support$22,500
Hennepin Theater Trust
Nicollet Mall 615MinneapolisMN55403No relationshipPCGeneral support$5,000
Hester Street Collaborative
113 Hester StreetNew YorkNY10002No relationshipPCGeneral support$125,000
Hill School
860 Beech StreetPottstownPA19464No relationshipPCGeneral support$22,500
Hip Hop Caucus Education Fund
1638 R Street NW 120WashingonDC20009No relationshipPCGeneral support$10,000
Hope Chest for Breast Cancer Foundation
3850 Shoreline DrWayzataMN55391No relationshipPCGeneral support$5,000
Huntington Theatre Company
264 Huntington AvenueBostonMA02115No relationshipPCGeneral support$2,500
Ifetayo Cultural Arts Academy Inc
495 Flatbush AvenueBrooklynNY11225No relationshipPCGeneral support$100,000
Independent Sector
1602 L Street NW 900WashingtonDC20036No relationshipPCGeneral support$25,000
Inner City Advisors
2335 Broadway Suite 102OaklandCA94612No relationshipPCGeneral support$300,000
Innovation Network for Communities
156 Grover LaneTamworthNH03886No relationshipPCGeneral support$150,000
Institute for Socio Ecological Research
PO Box 3151LajasPR00667No relationshipPCGeneral support$94,500
Institute of Contemporary Art
25 Harbor Shore DriveBostonMA02210No relationshipPCGeneral support$190,000
Interise
197 Portland StreetBostonMA02114No relationshipPCGeneral support$125,000
International House
500 Riverside DriveNew YorkNY10027No relationshipPCGeneral support$2,500
ISAIAH
2356 University Ave WSt PaulMN55114No relationshipPCGeneral support$250,000
Islamic Relief USA
PO Box 22250AlexandriaVA22304No relationshipPCGeneral support$2,500
Japanese American Cultural and Community Center
244 S San Pedro StreetLos AngelesCA90012No relationshipPCGeneral support$75,000
Jazz at Lincoln Center
3 Columbus CircleNew YorkNY10019No relationshipPCGeneral support$100,000
Jefferson County Historical Society
228 Washington StreetWatertownWV13601No relationshipPCGeneral support$2,500
Jobs For The Future
88 Broad St 8th FloorBostonMA02110No relationshipPCGeneral support$100,000
Jobs to Move America
525 Hewitt StreetLos AngelesCA90013No relationshipPCGeneral support$250,000
Jobs with Justice Education Fund
1616 P Street NW Suite 109WashingtonDC20036No relationshipPCGeneral support$185,000
Jobsfirstnyc
11 Park Place Suite 1602New YorkNY10007No relationshipPCGeneral support$75,000
John E Andrus Memorial Inc
185 Old BroadwayHastingsonHudsonNY10706No relationshipPCGeneral support$1,205,000
Julia Dyckman Andrus Memorial
1156 North BroadwayYonkersNY10701No relationshipPCGeneral support$1,205,250
Junebug Productions Inc
1024 Elysian Fields AvenueNew OrleansLA70117No relationshipPCGeneral support$75,000
Just in Time for Foster Youth
PO Box 81292San DiegoCA92138No relationshipPCGeneral support$75,000
JustleadershipUSA
555 Lenox Avenue Suite 4CNew YorkNY10035No relationshipPCGeneral support$85,000
Juvenile Law Center
1315 Walnut Street Suite 400PhiladelphiaPA19107No relationshipPCGeneral support$100,000
Juxtaposition Arts
2007 Emerson Avenue NorthMinneapolisMN55411No relationshipPCGeneral support$225,000
Kairos Alive
4316 Upton Avenue South 206MinneapolisMN55305No relationshipPCGeneral support$5,000
Kentucky Coalition
PO Box 1450LondonKY40743No relationshipPCGeneral support$150,000
Kids Rethink New Orleans Schools
2020 oc haley blvdnew orleansLA70113No relationshipPCGeneral support$90,000
Kounkuey Design Initiative
309 E 8th Street 205Los AngelesCA90014No relationshipPCGeneral support$100,000
La Marana
Calle Trigo 551San JuanPR00907No relationshipPCGeneral support$30,000
Land Loss Prevention Project
PO Box 179DurhamNC22702No relationshipPCGeneral support$75,000
Laundromat Project
127 West 127th StreetNew YorkNY10027No relationshipPCGeneral support$75,000
Leeway Foundation
1315 Walnut Street Suite 832PhiladelphiaPA19107No relationshipPFGeneral support$75,000
Lincoln Institute of Land Policy
113 Brattle StreetCambridgeMA02138No relationshipPOFGeneral support$150,000
Los Angeles Alliance for a New Economy
464 Lucas Ave Suite 202Los AngelesCA90017No relationshipPCGeneral support$100,000
Los Cenzontles Mexican Arts Center
13108 San Pablo AvenueSan PabloCA94805No relationshipPCGeneral support$50,000
MacPhail Center for Music
501 South Second StreetMinneapolisMN55401No relationshipPCGeneral support$5,000
Make the Road New York
301 Grove StreetBrooklynNY11237No relationshipPCGeneral support$135,000
Maria Seymour Brooker Memorial
157 Litchfield StTorringtonCT06790No relationshipPCGeneral support$10,000
Marwen Foundation
833 N Orleans StreetChicagoIL60610No relationshipPCGeneral support$180,000
Mass Mentoring Partnership
75 Kneeland St 11th FloorBostonMA02111No relationshipPCGeneral support$3,000
Mass Museum of Contemporary Art Fdn Inc
1040 MASS MoCA WayNorth AdamsMA01247No relationshipPCGeneral support$50,000
MassArt Foundation
621 Huntington AvenueBostonMA02115No relationshipPCGeneral support$75,000
McKee Botanical Gardens
350 US Highway 1Vero BeachFL32962No relationshipPCGeneral support$10,000
MENTOR Minnesota
43 Main Street SEMinneapolisMN55414No relationshipPCGeneral support$5,000
Metropolitan Economic Development Association
250 Second Avenue South Suite 106MinneapolisMN55401No relationshipPCGeneral support$175,000
Michigan State Univ College of Veterinary Med
Veterinary Medical CenterEast LansingMI48824No relationshipPCGeneral support$10,000
Milton Academy
170 Center StreetMiltonMA02186No relationshipPCGeneral support$10,000
Minnesota Landscape Arboretum Foundation
3675 Arboretum DriveChaskaMN55318No relationshipPCGeneral support$5,000
Mission Investors Exchange
1899 L Street NW Suite 850WashingtonDC20036No relationshipPCGeneral support$75,000
Mississippi State University
449 Hardy Rd 133 Etheredge HallMississippi StateMS39762No relationshipPCGeneral support$75,000
More Than Words
376 Moody StreetWalthamMA02453No relationshipPCGeneral support$100,000
Mortar Cincinnati
1329 Vine StreetCincinnatiOH45202No relationshipPCGeneral support$100,000
Movement Strategy Center
436 14th St 5th floorOaklandCA94612No relationshipPCGeneral support$800,000
Ms Foundation for Women
12 MetroTech Center 26th FloorBrooklynNY11201No relationshipPCGeneral support$101,000
Music and Culture Coalition of New Orleans
1307 Oretha Castle Haley Blvd SuiNew OrleansLA70113No relationshipPCGeneral support$50,000
National Assoc for Latino Comm Asset Builders
5404 Wurzbach RoadSan AntonioTX78238No relationshipPCGeneral support$175,000
National Assoc of Hispanic Nurses - NY Chapter
PO Box 605026BaysideNY11360No relationshipPCGeneral support$7,500
National Association of Latino Arts and Culture
1208 Buena VistaSan AntonioTX78207No relationshipPCGeneral support$150,000
National Center for Family Philanthropy
1667 K Street NW Suite 550WashingtonDC20006No relationshipPCGeneral support$5,000
National Committee for Responsive Philanthropy
1900 L Street NW Suite 825WashingtonDC20036No relationshipPCGeneral support$50,000
National Diaper Bank Network
155 East Street Suite 101New HavenCT06511No relationshipPCGeneral support$523
National Domestic Workers Alliance
243 5th Avenue Mailbox 257New YorkNY10016No relationshipPCGeneral support$225,000
National Economic and Social Rights Initiative
90 John Street Suite 501New YorkNY10038No relationshipPCGeneral support$50,000
National Employment Law Project
75 Maiden Lane Suite 601New YorkNY10038No relationshipPCGeneral support$250,000
National Juvenile Justice Network
1424 K Street NWWashingtonDC20005No relationshipPCGeneral support$75,000
National Parks Conservation Association
777 6th Street NW Suite 700WashingtonDC20001No relationshipPCGeneral support$10,000
National Urban Fellows
1120 Avenue of the Americas 4th FlNew YorkNY10036No relationshipPCGeneral support$70,000
Natural Resources Defense Council
40 West 20th StreetNew YorkNY10011No relationshipPCGeneral support$15,000
Neighborhood Funders Group
436 14th Street Suite 425OaklandCA94612No relationshipPCGeneral support$150,000
NEO Philanthropy Inc
45 West 36th Street 6th FlrNew YorkNY10018No relationshipPCGeneral support$75,000
New Jersey Future
16 W Lafayette StTrentonNJ08608No relationshipPCGeneral support$185,000
New Orleans Business Alliance
935 Gravier Street Suite 2020New OrleansLA70112No relationshipPCGeneral support$250,000
New Orleans Workers' Center for Racial Justice
217 North Prieur StreetNew OrleansLA70112No relationshipPCGeneral support$145,000
New Venture Fund
1201 Connecticut Ave NW 300WashingtonDC20036No relationshipPCGeneral support$395,000
New York City Environmental Justice Alliance
166A 22nd StreetBrooklynNY11232No relationshipPCGeneral support$150,000
New York Civil Liberties Union Foundation
125 Broad Street 19th FloorNew YorkNY10004No relationshipPCGeneral support$90,000
New York Foundation
10 East 34th StreetNew YorkNY10016No relationshipPFGeneral support$300,000
New York University
Office of Gift AdministrationNew YorkNY10012No relationshipPCGeneral support$2,500
Newark Science and Sustainability Inc
95 Orchard StreetNewarkNJ07102No relationshipPCGeneral support$1,500
Next City
1500 JFK Blvd 1220PhiladelphiaPA19102No relationshipPCGeneral support$250,000
No One Left Behind
PO Box 3641MerrifieldVA22116No relationshipPCGeneral support$300
North Shore Animal League America
25 Davis AvenuePort WashingtonNY11050No relationshipPCGeneral support$200
North Star Fund
520 Eighth Avenue Suite 1800New YorkNY10018No relationshipPCGeneral support$70,000
On The Move
780 Lincoln AvenueNapaCA94558No relationshipPCGeneral support$12,500
One America
1225 S Weller Street Suite 430SeattleWA98146No relationshipPCGeneral support$85,000
One Voice Mississippi
1072 JR Lynch StreetJacksonMS39203No relationshipPCGeneral support$100,000
Opportunity Finance Network
Public Ledger BuildingPhiladelphiaPA19106No relationshipPCGeneral support$150,000
PACE Center for Girls Inc
1 West Adams Street Suite 301JacksonvilleFL32202No relationshipPCGeneral support$90,000
Pan Massachusetts Challenge Trust
77 Fourth AvenueNeedhamMA02494No relationshipPCGeneral support$102
Pangea World Theater
711 West Lake Street Suite 101MinneapolisMN55408No relationshipPCGeneral support$75,000
Partnership for Southern Equity
100 Peachtree St NE Ste 1960AtlantaGA30303No relationshipPCGeneral support$125,000
Partnership for Working Families
1305 Franklin StOaklandCA94612No relationshipPCGeneral support$85,000
Penumbra Theatre Company
270 North Kent StreetSaint PaulMN55102No relationshipPCGeneral support$100,000
People United for Sustainable Housing Inc
271 Grant StreetBuffaloNY14213No relationshipPCGeneral support$150,000
People's Action Institute
810 N Milwaukee AveChicagoIL60642No relationshipPCGeneral support$100,000
People's Emergency Ctr Community Dev Corp
325 N 39th StreetPhiladelphiaPA19104No relationshipPCGeneral support$100,000
Perseverance Theatre
914 Third StreetDouglasAK99824No relationshipPCGeneral support$25,000
Philadelphia Mural Arts Advocates
1729 Mount Vernon StreetPhiladelphiaPA19130No relationshipPCGeneral support$80,000
Phipps Neighborhoods
902 BroadwayNew YorkNY10010No relationshipPCGeneral support$70,000
PICO National Network
171 Santa Rosa AvenueOaklandCA94610No relationshipPCGeneral support$75,000
Picture the Homeless
104 E126th St StorefrontNew YorkNY10035No relationshipPCGeneral support$100
Pie Ranch
Suite 2600PescaderoCA94060No relationshipPCGeneral support$50,000
Pittsburgh United
841 California Avenue 3rd FloorPittsburghPA15212No relationshipPCGeneral support$125,000
Planned Parenthood Federation of America
123 William Street 10th FloorNew YorkNY10038No relationshipPCGeneral support$10,880
PolicyLink
1438 Webster StOaklandCA94612No relationshipPCGeneral support$200,000
PowerMyLearning
520 8th Avenue 10th FloorNew YorkNY10018No relationshipPCGeneral support$1,550
President and Fellows of Harvard College
Harvard College FundCambridgeMA02138No relationshipPCGeneral support$250,000
Project Row Houses
2521 Holman StreetHoustonTX77004No relationshipPCGeneral support$150,000
Project South
9 Gammon AveAtlantaGA30315No relationshipPCGeneral support$150,000
Promise the Children Inc
58 Winter StreetNahantMA01908No relationshipPCGeneral support$500
Proteus Fund
15 Research Drive Suite BAmherstMA01002No relationshipPCGeneral support$60,000
Public Advocates Inc
131 Steuart Street Suite 300San FranciscoCA94105No relationshipPCGeneral support$175,000
Puente Human Rights Movement
1937 West Adams StreetPhoenixAZ85009No relationshipPCGeneral support$90,000
Quail Valley Charities Inc
2345 Highway A1AVero BeachFL32963No relationshipPCGeneral support$5,000
Queens Council on the Arts
37-11 35th AvenueAstoriaNY11101No relationshipPCGeneral support$80,000
Queens Museum
New York City BuildingQueensNY11368No relationshipPCGeneral support$100,000
Race Forward
32 Broadway Suite 1801New YorkNY10004No relationshipPCGeneral support$550,100
RAICES
1305 N Flores StreetSan AntonioTX78212No relationshipPCGeneral support$100
Raise the Floor Alliance
1 N LaSalle St Suite 1275ChicagoIL60602No relationshipPCGeneral support$100,000
Rebuild Foundation
6918 South Dorchester AvenueChicagoIL60637No relationshipPCGeneral support$150,000
Regents of the Univof CA - Berkeley
Extramural Funds AcountingBerkeleyCA94720No relationshipPCGeneral support$2,500
Regents of the Univ of CA San Francisco
UCSF Comprehensive Cancer CenterSan FranciscoCA94115No relationshipPCGeneral support$5,000
Resource Generation
18 West 27th St 2nd FlNew YorkNY10001No relationshipPCGeneral support$35,000
Restaurant Opportunities Centers United
275 Seventh Ave Ste 1703New YorkNY10001No relationshipPCGeneral support$50,000
Right to the City Alliance
388 Atlantic AvenueNew YorkNY11217No relationshipPCGeneral support$175,000
Rockefeller Family Fund
475 Riverside Drive Suite 900New YorkNY10115No relationshipPCGeneral support$205,000
Rockefeller Philanthropy Advisors
6 W 48th St 10th FloorNew YorkNY10036No relationshipPCGeneral support$1,075,000
Rutgers University Foundation
7 College Ave Winants HallNew BrunswickNJ08901No relationshipPCGeneral support$285,000
SAY Si (San Antonio Youth Yes)
1518 S AlamoSan AntonioTX78204No relationshipPCGeneral support$75,000
School Justice Project
1805 7th Street NWWashingtonDC20001No relationshipPCGeneral support$86,500
Seattle Youth Symphony Orchestras
11065 Fifth Ave NE Suite ASeattleWA98125No relationshipPCGeneral support$500
Senior Community Services
10201 Wayzata Blvd 33HopkinsMN55305No relationshipPCGeneral support$5,000
Sexual Minority Youth Assistance League
410 7th Street SEWashingtonDC20003No relationshipPCGeneral support$10,000
Silver Lining Mentoring Inc
727 Atlantic Ave 3rd FloorBostonMA02111No relationshipPCGeneral support$100,000
Slought Foundation
4017 Walnut StreetPhiladelphiaPA19104No relationshipPCGeneral support$95,000
Smart Growth America
1152 15th Street NWWashingtonDC20005No relationshipPCGeneral support$385,000
Smithsonian Institution
600 Maryland Ave SW Suite 550EWashingtonDC20024No relationshipPCGeneral support$10,000
Social and Environmental Entrepreneurs
23532 Calabasas Road Suite ACalabasasCA91302No relationshipPCGeneral support$150,000
Social Good Fund
12651 San Pablo Ave 5473RichmondCA94805No relationshipPCGeneral support$150,000
Social Innovation Forum
11 Avenue de LafayetteBostonMA02111No relationshipPCGeneral support$2,000
Social Justice Fund Northwest
1904 Third AveSeattleWA98101No relationshipPCGeneral support$35,000
Soulsville Foundation
926 E McLemore AveMemphisTN38106No relationshipPCGeneral support$50,000
SOURCE Studio Inc
PO Box 505BurnsvilleNC28714No relationshipPCGeneral support$4,500
Southern Poverty Law Center
400 Washington AvenueMontgomeryAL36104No relationshipPCGeneral support$390
Southwest Folklife Alliance
PO Box 42044TucsonAZ85733No relationshipPCGeneral support$50,000
Spirit Soccer Club of Chester County
PO Box 156DowningtownPA19335No relationshipPCGeneral support$10,000
Springboard for the Arts
308 Prince St Suite 270Saint PaulMN55101No relationshipPCGeneral support$250,000
St Louis Public Schools Foundation
5821 Kennerly AveSt LouisMO63113No relationshipPCGeneral support$5,000
Starfish Greathearts Foundation USA
333 Mamaroneck Ave 1878White PlainsNY10605No relationshipPCGeneral support$500
Stephen Siller Tunnel to Towers Foundation
2361 Hyland BoulevardStaten IslandNY10306No relationshipPCGeneral support$5,000
Strategic Actions for a Just Economy
152 West 32nd StreetLos AngelesCA90007No relationshipPCGeneral support$75,000
Strategic Concepts in Organizing & Policy Edu
1715 W Florence AvenueLos AngelesCA90047No relationshipPCGeneral support$125,000
Sundance Institute
5900 Wilshire Boulevard Suite 800Los AngelesCA90036No relationshipPCGeneral support$100,000
Sustainable Business Education Initiative Inc
2401 Walnut StreetPhiladelphiaPA19103No relationshipPCGeneral support$100,000
Sustainable Jersey A NJ Nonprofit Corporation
PO Box 6855LawrencevilleNJ08648No relationshipPCGeneral support$150,000
Techsoup Global
435 Brannan St Suite 100San FranciscoCA94107No relationshipPCGeneral support$25,000
Texas Diaper Bank
5415 Bandera Road 504San AntonioTX78238No relationshipPCGeneral support$515
Texas Organizing Project Education Fund
700 S Zaramora Suite 212San AntonioTX78207No relationshipPCGeneral support$150,000
The Berkshire School
245 N Undermountain RoadSheffieldMA01257No relationshipPCGeneral support$10,000
The Caroline Friess Center Inc
900 Somerset StreetBaltimoreMD21202No relationshipPCGeneral support$500
The Conservation Trust of Puerto Rico
PO Box 9023554San JuanPR00902No relationshipPCGeneral support$12,500
The Florence Project
PO Box 654FlorenceAZ85132No relationshipPCGeneral support$430
The Hill School
860 Beech StreetPottstownPA19464No relationshipPCGeneral support$500
The New York Women's Foundation
39 Broadway 23 FlNew YorkNY10006No relationshipPCGeneral support$75,250
THE POINT Community Development Corporation
940 Garrison AveBronxNY10474No relationshipPCGeneral support$100,000
The Regents of the University of California
B100 Royce Hall DriveLos AngelesCA90095No relationshipPCGeneral support$125,000
The RYSE Center
205 41st StreetRichmondVA94805No relationshipPCGeneral support$12,500
The Theater Offensive
565 Boylston Street 3rd FloorBostonMA02116No relationshipPCGeneral support$75,000
The Trustees of the University of Pennsylvania
Office of Research ServicesPhiladelphiaPA19104No relationshipPCGeneral support$125,000
Thousand Currents
2120 University AveBerkeleyCA94704No relationshipPCGeneral support$35,360
Thunder Valley Community Development Corp
PO Box 290PorcupineSD57772No relationshipPCGeneral support$100,000
Tides Center
The Presidio 1014 Torney AvenueSan FranciscoCA94129No relationshipPCGeneral support$75,000
Tides Foundation
PO Box 29903San FranciscoCA94129No relationshipPCGeneral support$5,000
Transportation Choices Coalition
219 1st Ave S 420SeattleWA98104No relationshipPCGeneral support$175,000
Triangle Club
1642 R St NW Suite 220WashingtonDC20009No relationshipPCGeneral support$10,000
Tulane University
Corporate and Foundation RelationsNew OrleansLA70112No relationshipPCGeneral support$75,000
UBW Inc
138 South Oxford StreetBrooklynNY11217No relationshipPCGeneral support$100,000
University of California at San Diego
5250 Campanile DriveSan DiegoCA92182No relationshipPCGeneral support$75,000
University of Connecticut Foundation Inc
2390 Alumni Drive U3206StorrsCT06269No relationshipPCGeneral support$5,000
University of Detroit Mercy
4001 W McNichols RdDetroitMI48221No relationshipPCGeneral support$75,000
University of Oregon Foundation
1720 E 13th Avenue Suie 410EugeneOR97403No relationshipPCGeneral support$5,000
Urban Manufacturing Alliance
608 Henry Street 1BrooklynNY11231No relationshipPCGeneral support$125,000
Urban Word NYC
5 West 19th Street FL 3New YorkNY10011No relationshipPCGeneral support$75,000
Urbano Project Inc
29 Germania StreetBostonMA02130No relationshipPCGeneral support$50,000
US Climate Action Network
1367 Connecticut Avenue NWWashingtonDC20036No relationshipPCGeneral support$100,000
Utah Dine Bikeyah
352 S Denver St 315Salt Lake CityUT84111No relationshipPCGeneral support$10,000
UTEC (United Teen Equality Center Inc)
15 Warren Street 3LowellMA01852No relationshipPCGeneral support$100,000
Vail Veterans Program
PO Box 6473VailCO81658No relationshipPCGeneral support$500
Vera Institute of Justice
233 BroadwayNew YorkNY10279No relationshipPCGeneral support$70,000
Verde
6899 NE Columbia Blvd Suite APortlandOR97218No relationshipPCGeneral support$100,000
Vickie Belk Scholarship Foundation
3408 King StreetAlexandriaVA22302No relationshipPCGeneral support$10,000
Virginia Organizing
703 Concord AvenueCharlottesvilleVA22903No relationshipPCGeneral support$260,000
Voices of Our Nations Arts Foundation
3720 Spruce Street Suite 442PhiladelphiaPA19104No relationshipPCGeneral support$50,000
Washington Regional Association of Grantmakers
1400 16th St NW Suite 740WashingtonDC20036No relationshipPCGeneral support$105,000
Wesleyan University
318 High StreetMiddletownCT06459No relationshipPCGeneral support$25,000
WHYHunger
505 Eighth AvenueNew YorkNY10018No relationshipPCGeneral support$12,500
Women's Foundation of Minnesota
105 5th Avenue South Suite 300MinneapolisMN55401No relationshipPCGeneral support$5,000
Women's Medical Fund (PA)
PO Box 40748PhiladelphiaPA19107No relationshipPCGeneral support$402
Woodstock Institute
29 E Madison St Ste 1710ChicagoIL60602No relationshipPCGeneral support$125,000
Working World Inc
116 Nassau St Fl 5New YorkNY10038No relationshipPCGeneral support$75,000
Yerba Buena Center for the Arts
701 Mission StreetSan FranciscoCA94103No relationshipPCGeneral support$200,000
Young Chicago Authors
1180 N Milwaukee Avenue 2nd FloorChicagoIL60642No relationshipPCGeneral support$75,000
Young Men of Honor
2245 Vicksburg DrSavannahGA31404No relationshipPCGeneral support$5,000
Young Nation
9232 Falcon StreetDetroitMI48209No relationshipPCGeneral support$50,000
Youth Empowerment Project
1600 Oretha Castle Haley BoulevardNew OrleansLA70113No relationshipPCGeneral support$75,000
Youth Radio
1701 BroadwayOaklandCA94612No relationshipPCGeneral support$75,000
Youth Represent
11 Park PlaceNew YorkNY10007No relationshipPCGeneral support$50,000
Youth Sentencing & Reentry Project
123 S Broad Street 24th FloorPhiladelphiaPA19103No relationshipPCGeneral support$75,000
Zaccho Dance Theatre
1777 Yosemite Ave 330San FranciscoCA94124No relationshipPCGeneral support$160,000
Zion Episcopal Church
301 East Congress StCharles TownWV25414No relationshipPCGeneral support$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$36,143,362TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (144 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Alliance for a Just Society
3518 South Edmunds StSeattleWA98118No relationshipPCGeneral support$75,000
American Youth Policy Forum
1200 18th Street NW Suite 1200WashingtonDC20036No relationshipPCGeneral support$173,778
Asian American Writers' Workshop
112 W 27th StreetNew YorkNY10001No relationshipPCGeneral support$100,000
Asian Pacific Environmental Network
426 17th Street Suite 500OaklandCA94612No relationshipPCGeneral support$300,000
Avivar Capital
6464 Sunset Blvd suite 1180Los AngelesCA90028No relationshipPCGeneral support$55,000
Bend the Arc - A Jewish Partnership for Justice
330 Seventh Avenue 19th FloorNew YorkNY10001No relationshipPCGeneral support$75,000
Black Alliance for Just Immigration
660 Nostrand AvenueBrooklynNY11216No relationshipPCGeneral support$120,000
BoardSource
750 9th Street NW Suite 650WashingtonDC20001No relationshipPCGeneral support$25,000
buildingcommunityWORKSHOP
416 S Ervay StreetDallasTX75201No relationshipPCGeneral support$75,000
California Partnership for Safe Communities
825 Washington Street Suite 200OaklandCA94607No relationshipPCGeneral support$180,000
Campaign for the Fair Sentencing of Youth
1319 F St NWWashingtonDC20004No relationshipPCGeneral support$200,000
Campaign for Youth Justice
1220 L St NW Suite 605WashingtonDC20005No relationshipPCGeneral support$150,000
Center for Children's Law and Policy
1701 K Street NWWashingtonDC20006No relationshipPCGeneral support$80,000
Center for Cultural Innovation
244 S San Pedro St Suite 401Los AngelesCA90012No relationshipPCGeneral support$600,000
Center for Effective Philanthropy
675 Massachusetts Avenue 7th FloorCambridgeMA02139No relationshipPCGeneral support$25,000
Center for Heirs Property
1535 Sam Rittenberg BlvdCharlestonSC29407No relationshipPCGeneral support$100,000
Center for Law and Social Policy
1200 18th Street NWWashingtonDC20036No relationshipPCGeneral support$100,000
Center for Neighborhood Technology
2125 W North AvenueChicagoIL60647No relationshipPCGeneral support$175,000
Center for Popular Democracy
449 Troutman Street Suite ABrooklynNY11237No relationshipPCGeneral support$535,000
Center for Story-based Strategy
654 13th St 2OaklandCA94612No relationshipPCGeneral support$100,000
Center for Teen Empowerment
392 Genesee StreetRochesterNY14611No relationshipPCGeneral support$150,000
CGDCNY Inc
45 Ludlow StreetYonkersNY10701No relationshipPCGeneral support$100,000
Church of Saint Mary's
1300 Northern BoulevardManhassetNY11030No relationshipPCGeneral support$5,000
Common Counsel Foundation
1624 Franklin St 1022OaklandCA94612No relationshipPCGeneral support$3,150,000
Common Market Philadelphia Inc
428 E Erie AvePhiladelphiaPA19134No relationshipPCGeneral support$150,000
Communities United
4749 N KedzieChicagoIL60625No relationshipPCGeneral support$150,000
Community Arts Stabilization Trust
70 Otis Street 1st FloorSan FranciscoCA94103No relationshipPCGeneral support$200,000
Community LIFT
119 S Court AvenueMemphisTN38103No relationshipPCGeneral support$150,000
Corbin Hill Food Project
475 Riverside Drive Suite 244New YorkNY10015No relationshipPCGeneral support$200,000
Council on Foundations
2121 Crystal Drive Suite 700ArlingtonVA22202No relationshipPCGeneral support$50,000
Design Futures
232 3rd St D201BrooklynNY11215No relationshipPCGeneral support$50,000
Designing Justice Designing Spaces
612 Mariposa Avenue 402OaklandCA94610No relationshipPCGeneral support$100,000
Didtechnology Inc
50 Hurt Plaza SE Suite 1610AtlantaGA30303No relationshipPCGeneral support$400,000
Educate Tomorrow Corp
1717 N Bayshore Drive Suite 203MiamiFL33132No relationshipPCGeneral support$149,898
Efforts of Grace Inc
1712 Oretha Castle Haley BoulevardNew OrleansLA70113No relationshipPCGeneral support$150,000
Enterprise Community Partners
111000 Broken Land Parkway Suite 7ColumbiaMD21044No relationshipPCGeneral support$75,000
Equal Justice USA
81 Prospect StreetBrooklynNY11201No relationshipPCGeneral support$75,000
exalt youth
175 Remsen Street Suite 1000BrooklynNY11201No relationshipPCGeneral support$150,000
Firelight Media Inc
324 Convent AvenueNew YorkNY10031No relationshipPCGeneral support$75,000
First Peoples Fund
706 West BoulevardRapid CitySD57701No relationshipPCGeneral support$200,000
Forum for Youth Investment
7064 Eastern Avenue NWWashingtonDC20012No relationshipPCGeneral support$60,000
Foundation Center
32 Old SlipNew YorkNY10005No relationshipPCGeneral support$25,000
Foundation for Louisiana
4354 S Sherwood Forest BlvdBaton RougeLA70816No relationshipPCGeneral support$950,000
Fractured Atlas Productions
248 W 35th StNew YorkNY10001No relationshipPCGeneral support$50,000
Franklin and Eleanor Roosevelt Institute
570 Lexington Ave 5th FloorNew YorkNY10022No relationshipPCGeneral support$300,000
Girls for Gender Equity Inc
25 Chapel StreetBrooklynNY11201No relationshipPCGeneral support$5,000
Global Philanthropy Partnership
1916 N Mohawk Street Apt 7ChicagoIL60614No relationshipPCGeneral support$250,000
Good Jobs First
1616 P Street NWWashingtonDC20036No relationshipPCGeneral support$400,000
Grantmakers for Effective Organizations
1725 DeSales St NW 404WashingtonDC20036No relationshipPCGeneral support$50,000
Grassroots Global Justice
7000 Carroll Ave Suite 200Takoma ParkMD20912No relationshipPCGeneral support$475,000
Greater New Orleans Foundation
919 St Charles AvenueNew OrleansLA70130No relationshipPCGeneral support$200,000
Greenlining Institute
360 14th Street 2nd FloorOaklandCA94602No relationshipPCGeneral support$200,000
Heart of Los Angeles Youth
2701 Wilshire Blvd Suite 100Los AngelesCA90057No relationshipPCGeneral support$150,000
Ifetayo Cultural Arts Academy Inc
495 Flatbush AvenueBrooklynNY11225No relationshipPCGeneral support$100,000
Independent Sector
1602 L Street NW 900WashingtonDC20036No relationshipPCGeneral support$25,000
Indigenous Environmental Network
PO Box 485BemidjiMN56619No relationshipPCGeneral support$150,000
Innovation Network for Communities
156 Grover LaneTamworthNH03886No relationshipPCGeneral support$75,000
Inquiring Systems Inc
PO Box 2037SonomaCA95476No relationshipPCGeneral support$75,000
ISAIAH
2356 University Ave WSt PaulMN55114No relationshipPCGeneral support$575,000
Japanese American Cultural and Community Center
244 S San Pedro StreetLos AngelesCA90012No relationshipPCGeneral support$75,000
Jobsfirstnyc
11 Park Place Suite 1602New YorkNY10007No relationshipPCGeneral support$75,000
Junebug Productions Inc
1024 Elysian Fields AvenueNew OrleansLA70117No relationshipPCGeneral support$75,000
Just in Time for Foster Youth
PO Box 81292San DiegoCA92138No relationshipPCGeneral support$150,000
Juvenile Law Center
1315 Walnut Street Suite 400PhiladelphiaPA19107No relationshipPCGeneral support$200,000
Juxtaposition Arts
2007 Emerson Avenue NorthMinneapolisMN55411No relationshipPCGeneral support$75,000
Kids Rethink New Orleans Schools
2020 oc haley blvdnew orleansLA70113No relationshipPCGeneral support$80,000
Kounkuey Design Initiative
309 E 8th Street 205Los AngelesCA90014No relationshipPCGeneral support$100,000
Land Loss Prevention Project
PO Box 179DurhamNC22702No relationshipPCGeneral support$150,000
Living Cities
1040 Avenue of the Americas Fl 17New YorkNY10018No relationshipPCGeneral support$1,000,000
Los Angeles Alliance for a New Economy
464 Lucas Ave Suite 202Los AngelesCA90017No relationshipPCGeneral support$100,000
Los Cenzontles Mexican Arts Center
13108 San Pablo AvenueSan PabloCA94805No relationshipPCGeneral support$50,000
Make the Road New York
301 Grove StreetBrooklynNY11237No relationshipPCGeneral support$135,000
Maryland Institute College of Art
1300 W Mt Royal AvenueBaltimoreMD21217No relationshipPCGeneral support$200,000
Mass Insti of Tech Community Innovators Lab
77 Massachusetts Avenue Room 9-238CambridgeMA02139No relationshipPCGeneral support$150,000
Metropolitan Economic Development Association
250 Second Avenue South Suite 106MinneapolisMN55401No relationshipPCGeneral support$150,000
Mississippi State University
449 Hardy Rd 133 Etheredge HallMississippi StateMS39762No relationshipPCGeneral support$75,000
Movement Strategy Center
436 14th St 5th floorOaklandCA94612No relationshipPCGeneral support$1,225,000
Music and Culture Coalition of New Orleans
1307 Oretha Castle Haley Blvd SuiNew OrleansLA70113No relationshipPCGeneral support$50,000
National Assoc for Latino Comm Asset Builders
5404 Wurzbach RoadSan AntonioTX78238No relationshipPCGeneral support$175,000
National Committee for Responsive Philanthropy
1900 L Street NW Suite 825WashingtonDC20036No relationshipPCGeneral support$50,000
National Employment Law Project
75 Maiden Lane Suite 601New YorkNY10038No relationshipPCGeneral support$500,000
National League of Cities Institute Inc
660 North Capitol St NWWashingtonDC20001No relationshipPCGeneral support$350,000
National Performance Network
PO Box 56698New OrleansLA70156No relationshipPCGeneral support$30,000
Neighborhood Funders Group
436 14th Street Suite 425OaklandCA94612No relationshipPCGeneral support$150,000
Neighborhood Story Project
PO Box 19742New OrleansLA70179No relationshipPCGeneral support$75,000
New Orleans Workers' Center for Racial Justice
217 North Prieur StreetNew OrleansLA70112No relationshipPCGeneral support$55,000
New Venture Fund
1201 Connecticut Ave NW 300WashingtonDC20036No relationshipPCGeneral support$590,000
New York City Environmental Justice Alliance
166A 22nd StreetBrooklynNY11232No relationshipPCGeneral support$300,000
New York Civil Liberties Union Foundation
125 Broad Street 19th FloorNew YorkNY10004No relationshipPCGeneral support$90,000
Newark Community Economic Development Corp
111 Mulberry Street Market StreetNewarkNJ07102No relationshipPCGeneral support$150,000
Next City
1500 JFK Blvd 1220PhiladelphiaPA19102No relationshipPCGeneral support$250,000
One America
1225 S Weller Street Suite 430SeattleWA98146No relationshipPCGeneral support$100,000
One Voice Mississippi
1072 JR Lynch StreetJacksonMS39203No relationshipPCGeneral support$250,000
Partnership for Southern Equity
100 Peachtree St NE Ste 1960AtlantaGA30303No relationshipPCGeneral support$250,000
Penumbra Theatre Company
270 North Kent StreetSaint PaulMN55102No relationshipPCGeneral support$100,000
People United for Sustainable Housing Inc
271 Grant StreetBuffaloNY14213No relationshipPCGeneral support$300,000
People's Action Institute
810 N Milwaukee AveChicagoIL60642No relationshipPCGeneral support$100,000
People's Emergency Ctr Comm Development Corp
325 N 39th StreetPhiladelphiaPA19104No relationshipPCGeneral support$100,000
Philadelphia Mural Arts Advocates
1729 Mount Vernon StreetPhiladelphiaPA19130No relationshipPCGeneral support$80,000
PICO National Network
171 Santa Rosa AvenueOaklandCA94610No relationshipPCGeneral support$75,000
PIDC Community Capital
1500 Market StreetPhiladelphiaPA19102No relationshipPCGeneral support$300,000
Pittsburgh United
841 California Avenue 3rd FloorPittsburghPA15212No relationshipPCGeneral support$125,000
Positive Futures Network (YES)
284 Madrona Way NE Unit 116Bainbridge IslandWA98110No relationshipPCGeneral support$125,000
President and Fellows of Harvard College
Harvard College FundCambridgeMA02138No relationshipPCGeneral support$200,000
Project South
9 Gammon AveAtlantaGA30315No relationshipPCGeneral support$375,000
Puente Human Rights Movement
1937 West Adams StreetPhoenixAZ85009No relationshipPCGeneral support$100,000
Race Forward
32 Broadway Suite 1801New YorkNY10004No relationshipPCGeneral support$690,000
Rector & Visitors of the University of Virginia
1001 North Emmet StreetCharlottesvilleVA22904No relationshipPCGeneral support$50,000
Regents of the University of New Mexico
University of New MexicoAlbuquerqueNM87131No relationshipPCGeneral support$150,000
Restaurant Opportunities Centers United
275 Seventh Ave Ste 1703New YorkNY10001No relationshipPCGeneral support$100,000
Right to the City Alliance
388 Atlantic AvenueNew YorkNY11217No relationshipPCGeneral support$200,000
Rockefeller Family Fund
475 Riverside Drive Suite 900New YorkNY10115No relationshipPCGeneral support$175,000
Rockefeller Philanthropy Advisors
6 W 48th St 10th FloorNew YorkNY10036No relationshipPCGeneral support$1,000,000
Roots of Music Inc
828 Royal Street 521New OrleansLA70116No relationshipPCGeneral support$100,000
RSF Social Finance
1002 OReilly AvenueSan FranciscoCA94129No relationshipPCGeneral support$50,000
Rutgers University Foundation
7 College Ave Winants HallNew BrunswickNJ08901No relationshipPCGeneral support$345,000
SAY Si (San Antonio Youth Yes)
1518 S AlamoSan AntonioTX78204No relationshipPCGeneral support$75,000
School Justice Project
1805 7th Street NWWashingtonDC20001No relationshipPCGeneral support$139,000
Silver Lining Mentoring Inc
727 Atlantic Ave 3rd FloorBostonMA02111No relationshipPCGeneral support$90,000
Slought Foundation
4017 Walnut StreetPhiladelphiaPA19104No relationshipPCGeneral support$95,000
Social and Environmental Entrepreneurs
23532 Calabasas Road Suite ACalabasasCA91302No relationshipPCGeneral support$75,000
Southwest Georgia Project For Comm Edu Inc
1216 Dawson Road Suite 108AlbanyGA31707No relationshipPCGeneral support$150,000
Springboard for the Arts
308 Prince St Suite 270Saint PaulMN55101No relationshipPCGeneral support$250,000
Strategic Actions for a Just Economy
152 West 32nd StreetLos AngelesCA90007No relationshipPCGeneral support$75,000
Strategic Concepts in Organizing &Policy Edu
1715 W Florence AvenueLos AngelesCA90047No relationshipPCGeneral support$125,000
Sustainable Business Education Initiative Inc
2401 Walnut StreetPhiladelphiaPA19103No relationshipPCGeneral support$100,000
Techsoup Global
435 Brannan St Suite 100San FranciscoCA94107No relationshipPCGeneral support$25,000
The New York Women's Foundation
39 Broadway 23 FlNew YorkNY10006No relationshipPCGeneral support$150,000
THE POINT Community Development Corporation
940 Garrison AveBronxNY10474No relationshipPCGeneral support$200,000
The Solutions Project
4096 Piedmont Ave 728OaklandCA94609No relationshipPCGeneral support$300,000
The Theater Offensive
565 Boylston Street 3rd FloorBostonMA02116No relationshipPCGeneral support$75,000
The Trustees of the University of Pennsylvania
Office of Research ServicesPhiladelphiaPA19104No relationshipPCGeneral support$125,000
The Wooden Floor
1810 North Main StreetSanta AnaCA92706No relationshipPCGeneral support$80,000
Thunder Valley Community Deve Corp
PO Box 290PorcupineSD57772No relationshipPCGeneral support$225,000
Tides Center
The Presidio 1014 Torney AvenueSan FranciscoCA94129No relationshipPCGeneral support$45,000
Tulane University
Corporate and Foundation RelationsNew OrleansLA70112No relationshipPCGeneral support$75,000
Urban Word NYC
5 West 19th Street FL 3New YorkNY10011No relationshipPCGeneral support$75,000
Urbano Project Inc
29 Germania StreetBostonMA02130No relationshipPCGeneral support$50,000
Vera Institute of Justice
233 BroadwayNew YorkNY10279No relationshipPCGeneral support$175,000
Verde
6899 NE Columbia Blvd Suite APortlandOR97218No relationshipPCGeneral support$50,000
Yerba Buena Center for the Arts
701 Mission StreetSan FranciscoCA94103No relationshipPCGeneral support$175,000
Youth Empowerment Project
1600 Oretha Castle Haley BoulevardNew OrleansLA70113No relationshipPCGeneral support$150,000
Youth Sentencing & Reentry Project
123 S Broad Street 24th FloorPhiladelphiaPA19103No relationshipPCGeneral support$150,000
Zaccho Dance Theatre
1777 Yosemite Ave 330San FranciscoCA94124No relationshipPCGeneral support$160,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$28,867,676TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

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

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$271,898ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,119,813ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$15,897,014ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
PARTNERSHIP INCOME525990-$930,97218$62,196,970
OTHER INCOME90009914$6,168

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$930,972UnrelatedBusinessTaxblIncmAmt
Exclusion$82,491,863ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$81,560,891TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDIT & TAX PREPCategoryTxt
Amt$100,335Amt
Net Investment Income$21,918NetInvestmentIncomeAmt
Disbursements Charitable Prps$78,417DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescSEE GENERAL EXPLANATION ATTACHMENTDesc
Amt$385,622Amt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (7 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtPrior Year DepreciationPriorYearDepreciationAmt
FURNITURE &FIXT.2009-01-01$397,796SL5$39,780
LEASEHOLD IMPRV.2009-01-01$2,548,984SL11$79,654
EQUIPMENT2009-01-01$45,935SL5$5,102$509
ART WORK2009-01-01$84,400SL5$0$84,400
FURNITURE &FIXT.2009-01-01$153,531SL5$141,250
LEASEHOLD IMPRV.2009-01-01$1,333,097SL11$59,561$1,273,536
EQUIPMENT2009-01-01$431,232SL5$333,833

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
NEW YORK FOUNDATION
10 EAST 34TH STREET 10TH FLOORNEW YORKNY100162017-12-01$150,000TO FUND NEIGHBORHOODS FIRST FUND IN SUPPORTING COMMUNITY-BASED ORGS. AND RESOURCE ALLIES.$150,000NO1/30/2017The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.
LINCOLN INSTITUTE OF LAND POLICY
113 BRATTLE STREETCAMBRIDGEMA021382017-09-15$150,000TO SUPPORT DISADVANTAGED COMMUNITIES TO ACHIEVE ECONOMIC, SOCIAL & ENVIRONMENTAL CHANGE.$150,000NO1/25/2019The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.
LEEWAY FOUNDATION
1315 WALNUT STREET SUITE 832PHILADELPHIAPA191072018-03-01$75,000TO SUPPORT A COMPREHENSIVE IMPACT ASSESSMENT FOR THE LEEWAY FOUNDATION.$75,000NO4/1/2019The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made.

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (4 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
PART IX-B, LINE 1:PART IX-B, LINE 1:SUMMARY OF PROGRAM-RELATED INVESTMENTS - Loan to Metropolitan Economic Development Association, a Minnesota IRC 501(c)(3) public charity, to further Surdnas charitable mission initiative relating to the growth of minority owned business enterprises. Under the terms of the loan agreement the organization will invest in creating new jobs benefitting low-income residents and giving specific attention to residents of color.
PART IX-B, LINE 2:PART IX-B, LINE 2:SUMMARY OF PROGRAM-RELATED INVESTMENTS - Loan to Fair Food Network, Inc., a Michigan IRC 501(c)(3) public charity, to further Surdnas charitable mission initiative relating to stimulating economic growth in the U.S. Under the terms of the loan agreement the organization will make loans to qualified food-related enterprises or those enterprises that support small and mid-size farms in the region in the Northeast.
PART IX-B, LINE 3:PART IX-B, LINE 3:SUMMARY OF OTHER PROGRAM-RELATED INVESTMENTS: a) Loan to Greenline Ventures, a Delaware Limited Liability Company, to further Surdna's charitable initiative relating to the stimulating economic growth in poor communities in the U.S......................$ 302,769. b) Loan to Foundation for Louisiana, an IRC 501(c)(3) public charity, to further Surdnas charitable initiative relating to the growth of small business sectors who are awarded a grant through the New Orleans Redevelopment Authority's.........$ 300,000. c) Loan to Impact America, a Delaware Limited Liability Company, to further Surdna's charitable initiative relating to the growth of minority owned companies and job creation..........................................$ 144,250. d) Loan to Living Cities Blended Catalyst Fund LLC, a Delaware Limited Liability Company........................$ 105,000. e) Greenline loan fund.......................................$ 36,090. f) Recovery: BOC Capital.....................................$ (502,487). ---------- $ 385,622.
PART XV, LINE 3B:PART XV, LINE 3B:Grants and contributions approved for future payment: The difference of $378,966 between what Surdna Foundation, Inc. reported on Part II, Line 18 ($28,488,710) and what they reported on the schedule of grants and contributions approved for future payment on Part XV, Line 3b ($28,867,676) is attributable to a present value discount at 5% under generally accepted accounting principles (GAAP).

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (106 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACTIVISION BLIZZARD INC.$716,340$716,340
ADIENT PLC ADIENT PLC LTD.$183,626$183,626
ADOBE SYSTEMS INC.$1,328,765$1,328,765
ADR ALIBABA GROUP HOLDING LTD$1,855,300$1,855,300
AEROJET ROCKETDYNE HLDGS INC.$723,685$723,685
ALBEMARLE CORP$254,432$254,432
ALEXION PHARMACEUTICALS INC.$734,720$734,720
ALIGN TECHNOLOGY INC.$855,350$855,350
ALLEGHENY TECHNOLOGIES INC.$204,778$204,778
ALLERGAN PLC$262,917$262,917
ALPHABET INC CAPITAL STOCK USD$1,561,424$1,561,424
AMAZON INC.$2,422,215$2,422,215
AMERISAFE INC.$306,653$306,653
ANTHEM INC.$223,510$223,510
ARES CAP CORP.$172,314$172,314
ARMSTRONG WORLD INDS INC.$378,505$378,505
BEACON ROOFING SUPPLY INC.$78,208$78,208
BELMOND LTD.$411,547$411,547
BIOMARIN PHARMACEUTICAL INC.$471,000$471,000
BLACKBERRY LTD.$179,326$179,326
BOOKING HLDGS INC.$932,461$932,461
CARDTRONICS PLC CARDTRONICS PL$269,970$269,970
CARS INC.$181,696$181,696
CHEMOURS CO.$411,750$411,750
CORECIVIC INC.$249,280$249,280
COREPOINT LODGING INC.$102,383$102,383
COSTAR GROUP INC.$765,841$765,841
CREE INC.$217,286$217,286
DORMAN PRODS INC.$321,057$321,057
EAGLE PHARMACEUTICALS INC.$86,479$86,479
EBAY INC.$234,058$234,058
EDWARDS LIFESCIENCES CORP.$709,654$709,654
EQT CORP.$264,754$264,754
EVOQUA WATER TECHNOLOGIES CORP$453,050$453,050
FACEBOOK INC. USD 0.000006 CL$1,272,796$1,272,796
FIRSTCASH INC.$483,843$483,843
FLOOR & DECOR HLDGS INC. CLASS$373,675$373,675
FREEPORT-MCMORAN INC.$258,986$258,986
GENERAL DYNAMICS CORP.$351,383$351,383
GRACE W R & CO DEL$240,823$240,823
HALOZYME THERAPEUTICS INC.$181,707$181,707
HAYNES INTL INC.$158,901$158,901
HD SUPPLY HLDGS INC.$322,876$322,876
HOWARD HUGHES CORP.$433,938$433,938
HP INC.$380,199$380,199
HUNTSMAN CORP.$304,176$304,176
HURON CONSULTING GROUP INC.$2,781$2,781
ILLUMINA INC.$837,870$837,870
INFINITY PPTY PLAN OF REORGANI$633,458$633,458
INTERCONTINENTAL EXCHANGE INC.$392,536$392,536
INTL PAPER CO.$317,480$317,480
INTREXON CORP.$102,292$102,292
KKR & CO NAME CHANGE KKR & CO$89,087$89,087
LAB CORP AMER HOLDINGS$430,154$430,154
LLG INC. CASH & STOCK MERGER M$486,532$486,532
LOXO ONCOLOGY INC.$425,720$425,720
MARATHON PETE CORP.$349,256$349,256
MARTIN MARIETTA MATLS INC.$535,099$535,099
MASCO CORP.$156,865$156,865
MEDICINES COMPANY$102,466$102,466
MGM RESORTS INTERNATIONAL$251,776$251,776
MOLINA HEALTHCARE INC.$263,557$263,557
MONSTER BEVERAGE CORP.$889,583$889,583
MSC INDL DIRECT INC. CLASS A$527,767$527,767
MTS SYSTEMS CORP.$266,074$266,074
MURPHY USA INC.$168,935$168,935
NETFLIX INC.$1,878,864$1,878,864
NVENT ELECTRIC PLC$219,650$219,650
OLIN CORP.$298,200$298,200
OWENS CORNING$363,363$363,363
PACKAGING CORP AMER$234,054$234,054
PALO ALTO NETWORKS INC.$862,973$862,973
POST HOLDINGS INC.$321,027$321,027
QORVO INC.$279,873$279,873
QURATE RETAIL INC.$283,605$283,605
REGENERON PHARMACEUTICALS INC.$517,484$517,484
RINGCENTRAL INC. CLASS A$476,903$476,903
RUSH ENTERPRISES INC. CLASS A$395,192$395,192
S&P GLOBAL INC.$444,888$444,888
SALESFORCE INC.$1,541,320$1,541,320
SBA COMMUNICATIONS CORP.$225,388$225,388
SCHWAB CHARLES CORP.$696,238$696,238
SERVICEMASTER GLOBAL HOLDINGS$90,394$90,394
SERVICENOW INC.$1,478,930$1,478,930
SPLUNK INC.$644,215$644,215
STARBUCKS CORP.$315,083$315,083
TEGNA INC.$428,445$428,445
TESARO INC.$123,137$123,137
THERMON GROUP HOLDINGS INC.$209,261$209,261
TRAVELPORT WORLDWIDE LTD$729,364$729,364
TYSON FOODS INC. CLASS A (DELA$583,366$583,366
UNIFIRST CORP. MASS$530,700$530,700
UNIVAR INC.$237,971$237,971
VERSUM MATLS LLC$311,540$311,540
VIASAT INC.$457,411$457,411
VISA INC. CLASS A$1,953,639$1,953,639
VISTEON CORP.$415,636$415,636
WESCO INTL INC.$279,790$279,790
WESTN DIGITAL CORP.$608,710$608,710
WHIRLPOOL CORP.$169,773$169,773
WHITING PETE CORP.$112,768$112,768
WORKDAY INC. CLASS A$354,276$354,276
WYNDHAM DESTINATIONS INC.$322,950$322,950
WYNDHAM HOTELS & RESORTS INC.$359,098$359,098
YUM CHINA HLDGS INC.$189,954$189,954
ZEBRA TECHNOLOGIES CORP. CLASS$956,195$956,195

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,040,704USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,040,704USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (178 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
DFA EMERGING MARKETS VALUEFMV$9,689,136$9,689,136
GMO GLOBAL EQUITY ALLOCATION FFMV$51,965,905$51,965,905
HARDING LOEVNER FUNDS, INC. INFMV$23,754,500$23,754,500
JENNISON NATURAL RESOURCES FUNFMV$28,009,687$28,009,687
MORGAN STANLEY INVESTMENT MANAFMV$16,673,648$16,673,648
4D GLOBAL ENERGY INVESTMENTS PFMV$3,998,212$3,998,212
AACP TAX-EXEMPT INVESTORS IV LFMV$3,885,474$3,885,474
AACP TAX-EXEMPT INVESTORS V LPFMV$181,929$181,929
ABRY ADVANCED SECURITIES FUNDFMV$1,277,118$1,277,118
ABRY HERITAGE PARTNERS LPFMV$337,553$337,553
ABRY PARTNERS VII LPFMV$1,226,762$1,226,762
ABRY PARTNERS VIII LPFMV$4,015,938$4,015,938
ABRY SENIOR EQUITY IIIFMV$167,630$167,630
ABRY SENIOR EQUITY IVFMV$2,629,547$2,629,547
ABRY SENIOR EQUITY V LPFMV$825,305$825,305
ADAGE CAPITAL PARTNERS LPFMV$80,037,373$80,037,373
APOLLO EUROPEAN PRINCIPAL FINAFMV$1,324,329$1,324,329
ARCLIGHT ENERGY PARTNERS FUNDFMV$710,507$710,507
ARSENAL CAPITAL PARTNERS III LFMV$2,675,260$2,675,260
ARSENAL CAPITAL PARTNERS IV-BFMV$2,705,075$2,705,075
ARTIMAN VENTURES 2014 LPFMV$1,357,138$1,357,138
ARTIMAN VENTURES SELECT 2014 LFMV$767,465$767,465
ARTIMAN VENTURES SPECIAL OPPORFMV$975,007$975,007
ASIA ALTERNATIVES CAPITAL PTRSFMV$5,054,011$5,054,011
ASIA ALTERNATIVES DELAWARE IIIFMV$179,340$179,340
ASPECT VENTURES II LPFMV$469,965$469,965
ASPECT VENTURES LPFMV$3,586,349$3,586,349
ATALAYA SPECIAL OPPORTUNITIESFMV$3,454,243$3,454,243
BAIN CAPITAL ASIA FUND LPFMV$139,750$139,750
BAIN CAPITAL DOUBLE IMPACT FUNFMV$62,795$62,795
BAIN CAPITAL EUROPE FUND III LFMV$433,573$433,573
BAIN CAPITAL FUND IX LPFMV$2,574,190$2,574,190
BAIN CAPITAL FUND X LPFMV$5,824,676$5,824,676
BAIN CAPITAL IX COINVESTMENT FFMV$810,514$810,514
BAUPOST VALUE PARTNERS IV LPFMV$34,652,725$34,652,725
BENNETT OFFSHORE RESTRUCTURINGFMV$11,659,345$11,659,345
BERKSHIRE MULTIFAMILY VALUE FUFMV$49,332$49,332
BLUE WATER ENERGY FUND 1-A LPFMV$4,662,056$4,662,056
BLUE WATER ENERGY FUND II LPFMV$125,233$125,233
BPG INVESTMENT PARTNERSHIP VIIFMV$1,379,241$1,379,241
BROOKSIDE CAYMAN LTDFMV$1,153,494$1,153,494
CARMEL PARTNERS INVESTMENT FUNFMV$4,214,751$4,214,751
CHARLESBANK EQUITY FUND VIIFMV$1,748,099$1,748,099
CHARLESBANK EQUITY FUND VIII LFMV$3,934,797$3,934,797
CIM ENTERPRISE LOAN FUND LPFMV$5,079,790$5,079,790
COATUE OFFSHORE LTD CL A SUB HFMV$18,681,468$18,681,468
COMMONFUND CAP PRIVATE EQUITYFMV$588,069$588,069
COMMONFUND CAP PRIVATE EQUITYFMV$1,780,164$1,780,164
COMMONFUND CAPITAL INTL PARTNEFMV$251,546$251,546
COMMONFUND CAPITAL INTL PARTNEFMV$815,564$815,564
COMMONFUND CAPITAL NATURAL RESFMV$3,166,356$3,166,356
COMMONFUND CAPITAL VENTRUE PTRFMV$1,786,643$1,786,643
COMMONFUND CAPITAL VENTURE PTRFMV$475,225$475,225
CONSILIUM EMERGING MARKET SMALFMV$6,835,011$6,835,011
CONTRARIAN C1A CL A SER 1 FUNDFMV$13,516,301$13,516,301
CONVEXITY CAPITAL OFFSHOREFMV$279,684$279,684
COSTANOA VENTURES III LPFMV$668,585$668,585
DAVIDSON KEMPNER INST PTRSFMV$18,993,034$18,993,034
DBL PARTNERS III LPFMV$2,663,620$2,663,620
DOVER STREET VII CAYMAN FUND LFMV$893,557$893,557
ENCAP ENERGY CAPITAL FUND VI-BFMV$166,781$166,781
ENCAP ENERGY CAPITAL FUND VII-FMV$516,386$516,386
ENCAP FLATROCK MIDSTREAM FUNDFMV$1,625,157$1,625,157
ENCAP FLATROCK MIDSTREAM FUNDFMV$1,946,608$1,946,608
ENDOWMENT PRIVATE EQUITY PARTNFMV$759,700$759,700
ENDOWMENT VENTURE PARTNERS V LFMV$951,805$951,805
ENERVEST ENERGY INSTITUTIONALFMV$675,764$675,764
ENERVEST ENERGY INSTITUTIONALFMV$1,452,256$1,452,256
ENERVEST ENERGY INSTITUTIONALFMV$1$1
ENERVEST ENERGY INSTITUTIONALFMV$9,519,187$9,519,187
ENR PARTNERS II LPFMV$2,854,346$2,854,346
EUROPA FUND IIIFMV$415,366$415,366
FARALLON CAPITAL INSTITUTIONALFMV$1,337,305$1,337,305
FIRSTMARK CAPITAL IV LPFMV$774,433$774,433
FIRSTMARK CAPITAL OF II LPFMV$908,698$908,698
FORTRESS INVESTMENT FUND V (COFMV$1,756,653$1,756,653
FORTRESS INVESTMENT FUND V B LFMV$2,404,024$2,404,024
FRAZIER HEALTHCARE GROWTH BUYOFMV$2,709,215$2,709,215
FRONTIER SMALL CAP GROWTH FUNDFMV$14,006,886$14,006,886
G2VP I LLCFMV$442,075$442,075
GENERAL CATALYST GROUP VIFMV$6,208,721$6,208,721
GENERAL CATALYST GROUP VII LPFMV$3,824,042$3,824,042
GENERAL CATALYST GROUP VIII SUFMV$521,110$521,110
GENERAL CATALYST GROUP VIII LPFMV$1,741,877$1,741,877
GENERATION IM GLOBAL EQUITY FUFMV$6,351,858$6,351,858
GREAT HILL EQUITY PARTNERS VILFMV$796,179$796,179
GREENFIELD ACQUISITION PARTNERFMV$172,923$172,923
GREENLIGHT CAPITAL OFFSHORE (GFMV$6,982,511$6,982,511
HARVEST MLP INCOME FUNDFMV$19,593,840$19,593,840
HHR ATLAS LTD CL C SER 1 FUNDFMV$18,703,920$18,703,920
HIGHFIELDS CAPITAL IV LPFMV$21,565,400$21,565,400
HIGHLAND CAPITAL PARTNERS 9 LPFMV$3,975,416$3,975,416
HIGHLAND CAPITAL PARTNERS VIIIFMV$3,139,240$3,139,240
HIGHLINE CAPITAL INTERNATIONALFMV$15,510,114$15,510,114
HITCHWOOD CAPITAL FUND LTD SERFMV$12,234,990$12,234,990
HSH CAYMAN PARTNERS LPFMV$3,041$3,041
ICON VENTURES V LPFMV$2,789,197$2,789,197
ICON VENTURES VI LPFMV$1,481,664$1,481,664
INDUS ASIA PACIFIC FUND LTDFMV$43,635$43,635
INTERWEST PARTNERS X LPFMV$2,153,404$2,153,404
JC FLOWERS II LPFMV$1,008,587$1,008,587
JUNIPER CAPITAL III LPFMV$35,875$35,875
KABOUTER INTERNATIONAL OPPORTUFMV$32,051,448$32,051,448
KAYNE ANDERSON ENERGY FUND VFMV$1,795,257$1,795,257
KAYNE ANDERSON ENERGY FUND VIFMV$945,778$945,778
KENSICO OFFSHORE FUND LTDFMV$16,117,062$16,117,062
LIME ROCK RESOURCES IV-A LPFMV$3,724,966$3,724,966
LONE STAR FUND IV (US) LPFMV$30,779$30,779
LONE STAR FUND V (US) LPFMV$1,413,537$1,413,537
LONE STAR FUND VI (US) LPFMV$2,095,519$2,095,519
LONE STAR FUND VII (US) LPFMV$31,541$31,541
LONE STAR FUND VIII (US) LPFMV$1,587,766$1,587,766
LONE STAR FUND X (US) LPFMV$2,084,379$2,084,379
LONE STAR REAL ESTATE FUND (USFMV$369,528$369,528
MADISON DEARBORN CAPITAL PARTNFMV$515$515
MADISON DEARBORN CAPITAL PTRSFMV$167,269$167,269
MADISON INTERNATIONAL RE LIQUIFMV$28,597$28,597
MADISON INTERNATIONAL RE LIQUIFMV$947,473$947,473
MADISON INTERNATIONAL REAL ESTFMV$1,794$1,794
MASON CAPITAL CL A INITIAL FDFMV$71,200$71,200
MATERIAL IMPACT FUND I LPFMV$297,300$297,300
MISCELLANEOUS ASSETSFMV$207,539$207,539
MONOMOY CAPITAL PARTNERS AIV IFMV$394,125$394,125
MORGENTHALER VENTURE PARTNERSFMV$2,559,703$2,559,703
MUCKER IV LPFMV$371,241$371,241
MUCKER SELECT LPFMV$468,750$468,750
NEW ENERGY CAPITAL INFRASTRUCTFMV$1,207,271$1,207,271
NORTH BRIDGE GROWTH EQUITY IIFMV$4,208,837$4,208,837
NORTHGATE PRIVATE EQUITY PARTNFMV$5,815,066$5,815,066
NORTHGATE VENTURE GROWTH I LPFMV$1,438,016$1,438,016
NORTHGATE VENTURE PARTNERS IIIFMV$7,716,712$7,716,712
OWNERSHIP CAPITAL GLOBAL EQUITFMV$5,014,156$5,014,156
OZ OVERSEAS FUND LTDFMV$151,362$151,362
PARK STREET CAPITAL NATURAL REFMV$2,110,555$2,110,555
PATRON CAPITAL LP IIIFMV$328,531$328,531
PATRON CAPITAL LP IVFMV$1,295,828$1,295,828
PEAKSPAN CAPITAL GROWTH PARTNEFMV$2,170,911$2,170,911
PERRY PARTNERS INTERNATIONAL IFMV$18,017$18,017
PHOENIX ASIA REAL ESTATE INVESFMV$1,874,720$1,874,720
PROSPECT HARBOR CREDIT PARTNERFMV$26,037$26,037
PVP FUND II LPFMV$40,048$40,048
RIVERSIDE CAPITAL APPRECIATIONFMV$1,723,167$1,723,167
RMS EVERGREEN US FORESTLANDFMV$1,731,107$1,731,107
SANKATY CREDIT OPPORTUNITIES (FMV$657,987$657,987
SANKATY CREDIT OPPORTUNITIES IFMV$839,398$839,398
SENTAKU INVESTORS LLCFMV$78,484$78,484
SHORENSTEIN REALTY INVESTORS NFMV$363,595$363,595
SIGMA PRIME PARTNERS IXFMV$2,563,525$2,563,525
SIRIOS OVERSEAS FUNDFMV$18,939,050$18,939,050
SJF VENTURES IV LPFMV$317,588$317,588
SOFINNOVA CAPITAL VIIIFMV$2,922,437$2,922,437
SOMERSET GLOBAL EMERGING MARKEFMV$19,412,749$19,412,749
SOUTHERN CROSS LATIN AMERICA PFMV$2,085,560$2,085,560
SUMMIT PARTNERS GROWTH EQUITYFMV$2,326,907$2,326,907
SUMMIT PARTNERS VENTURE CAPITAFMV$1,000,042$1,000,042
TACONIC OFFSHORE CL AA2-NR SERFMV$6,475,667$6,475,667
TECHNOLOGY IMPACT FUND LPFMV$522,890$522,890
TIFF PARTNERS III LLCFMV$224,486$224,486
TPG ENDOWMENT FUND V LPFMV$851,960$851,960
TPG ENDOWMENT FUND VI LPFMV$2,289,768$2,289,768
VENROCK ASSOCIATES VIFMV$4,397,753$4,397,753
VENROCK ASSOCIATES VIIFMV$2,392,888$2,392,888
VENROCK ASSOCIATES VIII LPFMV$288,415$288,415
VIKING GLOBAL EQ III LTD CL H/FMV$20,904,099$20,904,099
VISTA EQUITY PARTNERS VI-A LPFMV$3,249,292$3,249,292
VISTA FOUNDATION FUND III-A LPFMV$1,239,269$1,239,269
WELLINGTON SPINDRIFT CL S SERFMV$7,225$7,225
WELLINGTON SPINDRIFT CL S SERFMV$136$136
WELLINGTON SPINDRIFT CL S SERFMV$9,381$9,381
WELLINGTON SPINDRIFT CL S SERFMV$614$614
WELLINGTON SPINDRIFT CL S SERFMV$10,053$10,053
WELLINGTON SPINDRIFT CL S SERFMV$1,647$1,647
WESTBROOK RE FUND IXFMV$1,388,058$1,388,058
WGI EMERGING MARKETS LLC FUNDFMV$33,316,808$33,316,808
MFB NTGI-QM COMMON DIVERSIFIEDFMV$11,682,334$11,682,334
NTGI-QM COMMON DAILY S&P 500 EFMV$395$395
SILCHESTER INTERNATIONAL VALUEFMV$27,049,560$27,049,560
SSGA U.S GOVT CREDIT BOND INDEFMV$89,535,410$89,535,410

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (7 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
FURNITURE &FIXT.$397,796$39,780$358,016
LEASEHOLD IMPRV.$2,548,984$79,654$2,469,330
EQUIPMENT$45,935$5,611$40,324
ART WORK$84,400$84,400
FURNITURE &FIXT.
LEASEHOLD IMPRV.
EQUIPMENT

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryVARIOUS LEGALCategoryTxt
Legal Fees$92,690LegalFeesAmt
Net Investment Income$57,652NetInvestmentIncomeAmt
Disbursements Charitable Prps$35,038DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PROGRAM RELATED INVESTMENTS$4,529,819$6,748,774$6,748,774
ACCRUED INCOME$4,985,951$4,985,951
PREPAID EXCISE TAXES$1,469,172$1,683,387$1,683,387

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
BOOKS & SUBSCRIPTIONS$12,747$12,747
CONFERENCE/REGISTRATION$37,734$37,734
INSURANCE$56,834$56,834
INTERNET/SOFTWARE$367,513$367,513
MEMBERSHIPS$189,244$189,244
OFFICE SUPPLIES$33,524$231,782
PER DIEM SALARIES$59,629$59,629
POSTAGE$8,849$8,849
TELEPHONE$42,201$42,201
ANNUAL REPORT$14,800$14,800
CENTENNIAL$125,352$125,352
PARTNERSHIP EXPENSE$9,432,065

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
PARTNERSHIP INCOME - OTHER PORTFOLIO
INCOME$61,265,998$1,832,339
OTHER INCOME$6,168$6,168
LESS INCOME TAXED AS UNRELATED BUSINESS
INCOME (IRC 4940(C)(2))$930,972

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED GAIN ON INVESTMENTSDesc
Amt$3,338,512Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
GRANT PROGRAM CONSULTANTS$1,163,207$1,163,207
EXECUTIVE SEARCH FEES$349,616$349,616
INVESTMENT MANAGEMENT$3,084,436$3,084,436

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX ON NET INVEST. INC.$0
FOREIGN TAXES PAID$399,326
STATE UNRELATED BUSINESS
INCOME TAX$15,958