THE BLACKROCK CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE BLACKROCK CHARITABLE FOUNDATION (EIN 84-2144591)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202533169349101133
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T09:30:21-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH SIXTH STREET | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 842144591 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BLACKROCK CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLAC | BusinessNameControlTxt |
| Phone | 2128105300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 HUDSON YARDS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAIRE CHAMBERLAIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128105300 | PhoneNum |
| Signature | 2025-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS MESKIMEN | PreparerPersonNm |
| PTIN | P01314196 | PTIN |
| Phone | 6123974000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $212,082,696 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,967,772 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,967,772 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,650,804 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $113,748,131 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,652,599 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $390,510 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $17,618,576 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,010,881 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $27,565 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $27,565 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $79,372 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $39,686 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $39,686 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $438,086 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $438,086 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $243,763 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $167,872 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,245 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40,927 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $956,658 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,931 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $546,264 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,115,355 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,117,963 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,072,013 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,931 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,664,227 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,453,437 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,952,950 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $440,369 | CashBOYAmt |
| Cash EOY | $982,825 | CashEOYAmt |
| Cash EOYFMV | $982,825 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $2 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $225,173,312 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $211,099,869 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $211,099,869 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $225,613,681 | TotalAssetsBOYAmt |
| Total Assets EOY | $212,082,696 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $212,082,696 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $117,812 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $87,688 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,292,895 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,290,287 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $282,777 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $436,998 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,693,484 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,814,973 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $223,920,197 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $210,267,723 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $223,920,197 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $210,267,723 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $225,613,681 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $212,082,696 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $223,920,197 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,453,437 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,800,963 | OtherIncreasesAmt |
| Subtotal | $210,267,723 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $210,267,723 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $113,748,131 | $101,097,327 | $12,650,804 | $12,650,804 | |
| BLACKROCK IMPACT OPPORTUNITIES FUND LP | $1,795 | $1,795 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,652,599 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $249,546 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $249,546 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $249,546 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $161,212 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $155,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $316,212 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $66,666 | OverpaymentAmt |
| Applied To ES Tax | $66,666 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | BLACKROCK.COM | WebsiteAddressTxt |
| Individual With Books | THE BLACKROCK CHARITABLE FOUNDATION | IndividualWithBooksNm |
| Phone | 2128105300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 HUDSON YARDS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN KELLY | ||||||||
| 50 HUDSON YARDS | NEW YORK | NY | 10001 | CHAIR & DIRECTOR | 2.00 | $0 | $0 | $0 |
| CLAIRE CHAMBERLAIN | ||||||||
| 50 HUDSON YARDS | NEW YORK | NY | 10001 | CO-PRESIDENT, PRESIDENT(BEG. 3/1/2024) | 24.00 | $0 | $0 | $0 |
| GEMMA GOOCH THROUGH 2292024 | ||||||||
| 50 HUDSON YARDS | NEW YORK | NY | 10001 | CO-PRESIDENT | 34.67 | $0 | $0 | $0 |
| BRENDA SCHULZ | ||||||||
| 50 HUDSON YARDS | NEW YORK | NY | 10001 | SECRETARY | 5.00 | $0 | $0 | $0 |
| JASRINE LIJU | ||||||||
| 50 HUDSON YARDS | NEW YORK | NY | 10001 | TREASURER | 25.00 | $0 | $0 | $0 |
| ANNE ACKERLEY THROUGH 712024 | ||||||||
| 50 HUDSON YARDS | NEW YORK | NY | 10001 | DIRECTOR | 0.07 | $0 | $0 | $0 |
| JIM BADENHAUSEN THROUGH 412024 | ||||||||
| 50 HUDSON YARDS | NEW YORK | NY | 10001 | DIRECTOR | 0.12 | $0 | $0 | $0 |
| STEPHEN COHEN THROUGH 7112024 | ||||||||
| 50 HUDSON YARDS | NEW YORK | NY | 10001 | DIRECTOR | 0.06 | $0 | $0 | $0 |
| THOMAS DONILON | ||||||||
| 50 HUDSON YARDS | NEW YORK | NY | 10001 | DIRECTOR | 0.04 | $0 | $0 | $0 |
| ROBERT KAPITO | ||||||||
| 50 HUDSON YARDS | NEW YORK | NY | 10001 | DIRECTOR | 0.04 | $0 | $0 | $0 |
| MARK MCCOMBE | ||||||||
| 50 HUDSON YARDS | NEW YORK | NY | 10001 | DIRECTOR | 0.04 | $0 | $0 | $0 |
| CAROLINE HELLER | ||||||||
| 50 HUDSON YARDS | NEW YORK | NY | 10001 | DIRECTOR | 0.04 | $0 | $0 | $0 |
| MICHELLE GADSDEN-WILLIAMS AS OF 38 | ||||||||
| 50 HUDSON YARDS | NEW YORK | NY | 10001 | DIRECTOR | 0.02 | $0 | $0 | $0 |
| SARAH MELVIN AS OF 7112024 | ||||||||
| 50 HUDSON YARDS | NEW YORK | NY | 10001 | DIRECTOR | 0.01 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INDIGENOUS MEDIA | |||||
| 3815 HUGHES AVE | CULVER CITY | CA | 90232 | MARKETING VIDEO FOR ESI | $214,636 |
| NATIONSWELL | |||||
| 36 WEST 20TH STREET | NEW YORK | NY | 10011 | MEMBERSHIP FEE OF FORUM FOR PEER ENGAGEMENT, IDEA GENERATION AND PARTICIPATI | $160,000 |
| DELOITTE & TOUCHE LLP | |||||
| 30 ROCKEFELLER PLAZA | NEW YORK | NY | 10112 | AUDIT SERVICES | $53,820 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $212,973,421 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,542,451 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $216,515,872 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $216,515,872 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,247,738 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $213,268,134 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,663,407 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,663,407 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $249,546 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $249,546 | TotalTaxAmt |
| Distributable Before Adj | $10,413,861 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,413,861 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,413,861 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,664,227 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $38,664,227 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,413,861 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $488,293 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,208,193 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,701,383 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,696,898 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $54,094,767 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,664,227 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,413,861 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,250,366 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $82,345,133 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $82,345,133 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $488,293 | ExcessFromYear4Amt |
| Excess From Year3 | $13,208,193 | ExcessFromYear3Amt |
| Excess From Year2 | $20,701,383 | ExcessFromYear2Amt |
| Excess From Year1 | $19,696,898 | ExcessFromYear1Amt |
| Excess From Current Year | $28,250,366 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AGE UK | |||||||||||
| ONE AMERICA SQUARE 17 CROSSWALL | LONDON | UK | EC3N 2LB | PC | TO FUND THE DELIVERY OF FINANCIAL BENEFITS PROGRAM ACROSS UK, DEVELOP IMPACT MEASUREMENT SYSTEMS TO TRACK NEW SOCIAL IMPACT METRICS AND INDICATORS, AND SUPPORT THE IN-HOUSE BUILD, DEVELOPMENT, AND PILOTING OF A NEW AND INNOVATIVE HEAT MAP TO IDENTIFY ELIGIBLE PARTICIPANTS | $592,895 | |||||
| AMERICAN RED CROSS | |||||||||||
| PC | SPRING 2024: $100K SPRING STORMS AND FLOODS AND DISASTER RELIEF | $100,000 | 430 17TH STREET NW | WASHINGTON DC | DC | 20006 | |||||
| AMERICAN RED CROSS | |||||||||||
| PC | FALL 2024: $100K FOR HURRICANE HELENE RELIEF EFFORTS | $100,000 | 430 17TH STREET NW | WASHINGTON DC | DC | 20006 | |||||
| ASPEN INSTITUTE | |||||||||||
| PC | INVEST AMERICA EVENT TO SHOWCASE BIPARTISAN RESEARCH TO HIGHLIGH BENEFITS OF EARLY WEALTH-BUILDING ACCOUNTS. | $129,080 | 1000 NORTH THIRD STREET | ASPEN | CO | 81611 | |||||
| BLUEPRINT FOR ALL (UK) | |||||||||||
| 39 BROOKMILL ROAD | LONDON | UK | SE84HU | NC | LAUNCH AND MAINTAIN A DIGITAL PLATFORM THROUGH WHICH TO OFFER CAREER, MENTORSHIP, AND MENTAL HEALTH SUPPORT FOR BLACK YOUTH. (YEAR 3 OF 4-YEAR $1M GRANT.) | $167,000 | |||||
| BREAKTHROUGH ENERGY CATALYST FOUNDATION | |||||||||||
| PC | ADVANCING THE GLOBAL TRANSITION TO NET-ZERO BY ACCELERATING MARKET ADOPTION OF NEW CLEAN ENERGY SOLUTIONS (YEAR 3 OF 5-YEAR $100M GRANT). | $20,000,000 | 4110 CARILLON PT | KIRKLAND | WA | 98033 | |||||
| BUILD COMMONWEALTH INC | |||||||||||
| PC | DEEPEN ESI OVERSEEING OPT-OUT SAVINGS TRAILS, EXISTING DEMONSTRATION PROJECTS (UPS, BEST BUY, ADP), NEW LAUNCHES ACROSS THE RECORDKEEPING AND PAYROLL SPACE, AND THOUGHT LEADERSHIP CONVENINGS IN THE RETIREMENT SYSTEM. THIS WILL BE WITH A FOCUS ON THE MOST FINANCIALLY VULNERABLE POPULATIONS THROUGH INCORPORATION OF OUT-OF-PLAN SOLUTIONS, NEW INDUSTRIES, AND DIRECT-TO-CONSUMER PLANS. ADDITIONALLY, HIGHLIGHT THE POTENTIAL OF ESI AS A TOOL TO ADVANCE FINANCIAL SECURITY. (YEAR 2 OF 2-YEAR $4M GRANT). | $2,000,000 | 22 BATTERYMARCH STREET SUITE 501 | BOSTON | MA | 02109 | |||||
| BUILD COMMONWEALTH INC | |||||||||||
| PC | INVESTOR DIARIES RESEARCH INITIATIVE TO BETTER UNDERSTAND THE MOTIVATIONS AND HABITS OF LOW-TO-MIDDLE INCOME (LMI) HOUSEHOLDS WHO HAVE ENTERED THE CAPITAL MARKETS SINCE 2020. (YEAR 1 OF 2-YEAR $1M GRANT). | $500,000 | 22 BATTERYMARCH STREET SUITE 501 | BOSTON | MA | 02109 | |||||
| CAREER READY | |||||||||||
| 133 WHITECHAPEL HIGH STREET | LONDON | UK | E17QA | NC | HELP CAREER READY BUILD ORGANIZATIONAL RESILIENCE AND SUSTAINABILITY THROUGH IMPROVED DIGITAL CAPACITY, TO SUPPORT THEIR SOCIO-ECONOMIC MOBILITY PROGRAM. (YEAR 2 OF 2-YEAR 200K GRANT) | $127,390 | |||||
| CHRISTEL HOUSE (SOUTH AFRICA) | |||||||||||
| PC | GENERAL SUPPORT FOR CHRISTEL HOUSE SOUTH AFRICA (CHSA), WITH A FOCUS ON THE COLLEGE & CAREERS PROGRAM (YEAR 2 OF 2-YEAR $200K GRANT). | $100,000 | 10 W MARKET ST SUITE 1990 | INDIANAPOLIS | IN | 46204 | |||||
| CIVIC ACTION (CANADA) | |||||||||||
| 25 KING ST W | TORONTO | CA | M5L 1E2 | NC | DIVERSECITY FELLOWS PROGRAM FOR LEADERS FROM DIVERSE COMMUNITIES- THE PROGRAM WILL PROVIDE SELF-ASSESSMENT TOOLS AND PERSONALIZED LEADERSHIP DEVELOPMENT PLANS, SKILLS-BUILDING SESSIONS TO DEVELOP KEY LEADERSHIP COMPETENCIES, STRENGTHEN CROSS-SECTORAL CONNECTIONS, AND DRIVE TANGIBLE CHANGE. | $50,000 | |||||
| CODEDOOR (GERMANY) | |||||||||||
| LIEBIGSTRASSE 46 | GIESSEN | GM | 35392 | NC | CONTINUED SUPPORT FOR THE TECH UPSKILLING AND EMPLOYABILITY PROGRAM IN GERMANY WHICH ENABLES UNDERSERVED YOUTH AND ADULTS TO GAIN TECH/CODING SKILLS AND THE PATH TO EMPLOYMENT. (YEAR 2 OF 2-YEAR $500K GRANT) | $250,000 | |||||
| CODEDOOR | |||||||||||
| LIEBIGSTRASSE 46 | GIESSEN | GM | 35392 | NC | CONTINUED SUPPORT FOR THE TECH UPSKILLING AND EMPLOYABILITY PROGRAM IN GERMANY WHICH ENABLES UNDERSERVED YOUTH AND ADULTS TO GAIN TECH/CODING SKILLS AND THE PATH TO EMPLOYMENT. | $250,000 | |||||
| FINANCIAL HEALTH NETWORK | |||||||||||
| PC | SPONSORSHIP FOR EMERGE FINANCIAL HEALTH CONFERENCE. | $100,000 | 135 SOUTH LASALLE SUITE 2125 | CHICAGO | IL | 60603 | |||||
| GENERATION YOU EMPLOYED (INDIA) | |||||||||||
| PC | GENERATION SUPPORTS ADULTS TO ACHIEVE ECONOMIC OPPORTUNITY AND MOBILITY THROUGH A CAREER. GRANT WILL SCALE IN-COUNTRY PROGRAM DELIVERY ACROSS PRIORITY MARKETS. (YEAR 2 OF 2-YEAR $500K GRANT). | $250,000 | 1200 19TH STREET NW SUITE 1110 | WASHINGTON DC | DC | 20036 | |||||
| GENERATION YOU EMPLOYED (ITALY) | |||||||||||
| VIA MAESTRI CAMPIONESI 27 | MILANO | IT | 20135 | NC | GENERATION SUPPORTS ADULTS TO ACHIEVE ECONOMIC OPPORTUNITY AND MOBILITY THROUGH A CAREER. GRANT WILL SCALE IN-COUNTRY PROGRAM DELIVERY ACROSS PRIORITY MARKETS. (YEAR 2 OF 2-YEAR $500K GRANT). | $250,000 | |||||
| GENERATION YOU EMPLOYED (UK) | |||||||||||
| ONE HIGH STREET | EGHAM | UK | TW20 9HJ | NC | GENERATION SUPPORTS ADULTS TO ACHIEVE ECONOMIC OPPORTUNITY AND MOBILITY THROUGH A CAREER. GRANT WILL SCALE IN-COUNTRY PROGRAM DELIVERY ACROSS PRIORITY MARKETS. | $132,396 | |||||
| GEORGE AND FRANCES BALL FOUNDATION (IN) | |||||||||||
| PF | SUPPORT C2C MUNCIE IN ENHANCING POSTSECONDARY OUTCOMES BY ALIGNING COLLEGE AND CAREER ADVISING SERVICES FOR GRADES 9-12 WITH NEW INDIANA GRADUATION REQUIREMENTS, IN PARTNERSHIP WITH LOCAL INDUSTRY, IVY TECH COMMUNITY COLLEGE, BALL STATE UNIVERSITY AND LOCAL PRIVATE PHILANTHROPY. CO-FUNDERS INCLUDE GFBF AND IN COMMISSION ON HIGHER EDUCATION (YEAR 1 OF 2-YEAR $500K GRANT) | $250,000 | 222 SOUTH MULBERRY STREET | MUNCIE | IN | 47305 | |||||
| INSPIRING GIRLS | |||||||||||
| 2-4 KING STREET | LONDON | UK | SW1Y 6QP | NC | TWOFOLD FOCUS - THE FIRST TO EXPAND FINANCIAL CLUBS ACROSS UK, SPAIN, ITALY, FRANCE, PORTUGAL, SERBIA, AND SWITZERLAND. THE SECOND TO INCREASE MONITORING AND EVALUATION TO BETTER TRAACK PARTICIPATION IN THE FINANCIAL CLUBS. (YEAR 2 OF 2-YEAR $200K GRANT) | $100,000 | |||||
| INSPIRING GIRLS | |||||||||||
| 2-4 KING STREET | LONDON | UK | SW1Y 6QP | NC | TWOFOLD FOCUS - THE FIRST TO EXPAND FINANCIAL CLUBS ACROSS UK, SPAIN, ITALY, FRANCE, PORTUGAL, SERBIA, AND SWITZERLAND. THE SECOND TO INCREASE MONITORING AND EVALUATION TO BETTER TRAACK PARTICIPATION IN THE FINANCIAL CLUBS. | $100,000 | |||||
| INTERNATIONAL RESCUE COMMITTEE | |||||||||||
| PC | SUPPORT FOR GLOBAL CRISIS RESPONSE FUND (YEAR 1 OF 3-YEAR $3M GRANT) | $1,000,000 | 122 EAST 42ND STREET | NEW YORK | NY | 10168 | |||||
| JUST FINANCE FOUNDATION (UK) | |||||||||||
| 17 OVAL WAY | LONDON | UK | SE115RR | NC | FINANCIAL LITERACY EDUCATION FOR CHILDREN AGED 5-11; BLACKROCK ENGAGING AS MEMBER OF A SPONSOR GROUP OF INDUSTRY LEADERS (YEAR 3 OF 3-YEAR 150,000 GRANT) | $63,435 | |||||
| LA CRUZ ROJA ESPAOLA | |||||||||||
| AV REINA VICTORIA 26 | MADRID | SP | 28003 | NC | SPANISH FLOODS RELIEF EFFORTS | $105,600 | |||||
| LABORATORIA | |||||||||||
| PC | TRAINS WOMEN AS FRONT-END DEVELOPERS AND USER EXPERIENCE DESIGNERS TO SIGNIFICANTLY IMPROVE INCOMES. (YEAR 2 OF 2-YEAR $500K GRANT). | $250,000 | 61 GREENPOINT AVE STE 114 | BROOKLYN | NY | 11222 | |||||
| LEARN TO EARN DAYTON (OH) | |||||||||||
| PC | SUPPORT EXPANSION OF THE STATES DUAL ENROLLMENT PROGRAM BY PROVIDING A PROGRAMMING SUPPORT BEGINNING IN MIDDLE SCHOOL AND LASTING THROUGH POSTSECONDARY ATTAINMENT. (YEAR 1 OF 2-YEAR $1M GRANT) | $500,000 | 200 S KEOWEE ST | DAYTON | OH | 45402 | |||||
| NATIONAL ASSOCIATION FOR LATINO COMMUNITY ASSET BUILDERS | |||||||||||
| PC | SUPPORT ASSET BUILDING IN LOW-TO-MODERATE INCOME LATINX COMMUNITIES | $250,000 | 5404 WURZBACH ROAD | SAN ANTONIO | TX | 78238 | |||||
| NEST INSIGHT | |||||||||||
| 10 SOUTH COLONNADE CANARY WHARF | LONDON | UK | E144PU | NC | RENEWED PARTNERSHIP WITH NEST TO TEST AND SCALE WORKPLACE OPT-OUT SHORT-TERM SAVINGS RESEARCH TRIALS AND SOLUTIONS. (YEAR 3 OF 3-YEAR 700K GRANT). | $286,898 | |||||
| NEST INSIGHT | |||||||||||
| 10 SOUTH COLONNADE CANARY WHARF | LONDON | UK | E144PU | NC | SUPPLEMENTARY FUNDING TO SUPPORT MAXIMIZING IMPACT AT SCALE BY PROVIDING GREATER EXTERNAL COMMUNICATIONS AND ENGAGEMENT SUPPORT. (YEAR 2 OF 2-YEAR 336,000 GRANT). | $267,687 | |||||
| NPOWER CANADA | |||||||||||
| 700 LAWRENCE AVENUE WEST SUITE 380 | TORONTO | CA | M6A 3B4 | NC | LAUNCHES LOW-INCOME, UNDERSERVED ADULTS AGED 17-30 INTO HIGHER-INCOME, SUSTAINABLE CAREERS IN THE IT SECTOR IN CANADA. | $250,000 | |||||
| NYC KIDS RISE INC | |||||||||||
| PC | DEVELOP A COMPREHENSIVE BLUEPRINT FOR NEIGHBORHOOD-BASED FINANCIAL EMPOWERMENT INFRASTRUSTURE (YEAR 1 AND 2 OF 3-YEAR $3.75M GRANT). | $1,500,000 | 28-07 JACKSON AVENUE | LONG ISLAND CITY | NY | 11101 | |||||
| PARTNERS FOR RURAL IMPACT INC (NATIONAL) | |||||||||||
| PC | SUPPORT THE DEVELOPMENT OF A NATIONAL RURAL NETWORK, SPONSOR 6 RURAL CONVENINGS, ESTABLISH PRIS CAPACITY TO FUND ON-THE-GROUND ORGANIZATIONS TO SUPPORT LOCAL LEADERS IN UNLOCKING STATE AND FEDERAL GRANTS. WILL DEPLOY $200K IN MICRO-GRANTS TO 10 PRACTITIONERS IN RURAL STATES OF OUR CHOOSING. (YEAR 1 OF 2-YEAR $1.5M GRANT) | $750,000 | 439 WALNUT MEADOW RD | BEREA | KY | 40403 | |||||
| PER SCHOLAS (NC) | |||||||||||
| PC | SUPPORT EXPANSION OF EXISTING FREE TECH JOB TRAINING AND UPSKILLING IN NC. EXPANSION WILL BRING PER SCHOLASS REMOTE TRAINING MODEL TO THE RURAL COUNTIES IN THE WESTERN REGION BY PARTNERING WITH TWO NEW COMMUNITY COLLEGE PARTNERS: AB-TECH AND BLUE RIDGE COMMUNITY COLLEGE (YEAR 1 OF 2-YEAR $1M GRANT) | $500,000 | 804 E 138TH STREET | BRONX | NY | 10454 | |||||
| SPARTANBURG ACADEMIC MOVEMENT (SC) | |||||||||||
| PC | SUPPORT SAM TO LEAD UNION COUNTY IN DEVELOPING THEIR OWN CRADLE-TO-CAREER PLAN. SAM WILL ALSO PROVIDE NO-COST PROFESSIONAL DEVELOPMENT TO UNION COUNTY TEACHERS AND ADMIN. WILL ALSO SPONSOR $150K IN RAPID RESPONSE GRANTS TO EXISTING UNION-BASED NGOS. (YEAR 1 OF 2-YEAR $1.5M GRANT) | $750,000 | 349 EAST MAIN STREET | SPARTANBURG | SC | 29302 | |||||
| STRIVE TOGETHER (NATIONAL) | |||||||||||
| PC | ADD 12 NETWORK MEMBERS IN REGIONS FACING ECONOMIC DISPARITIES, SUPPORT 21 EXISTING COMMUNITIES TO DRIVE MEASURABLE PROGRESS ON YOUTH OUTCOMES LIKE KINDERGARTEN READINESS AND WORKFORCE PREPARATION, BUILD THREE NEW STATE POLICY COALITIONS AND ENHANCE DATA INFRASTRUCTURE TO ALIGN LOCAL AND STATE EFFORTS.(YEAR 1 OF 2-YEAR $500K GRANT) | $250,000 | 125 E 9TH STREET | CINCINNATI | OH | 45202 | |||||
| TEAM RUBICON | |||||||||||
| PC | FALL 2024: $100K FOR HURRICANE HELENE RELIEF EFFORTS | $100,000 | 5230 PACIFIC CONCOURSE DRIVE SUITE | LOS ANGELES | CA | 90045 | 200 | ||||
| TEAM RUBICON | |||||||||||
| PC | WINTER 2024: $100K FOR READY RESERVER FUND, | $100,000 | 5230 PACIFIC CONCOURSE DRIVE SUITE | LOS ANGELES | CA | 90045 | 200 | ||||
| THE BIPARTISAN POLICY CENTER | |||||||||||
| PC | TO PROGRESS ON POLICY PRIORITIES FOR EMERGENCY SAVINGS THROUGH ROUNDTABLE CONVENING AND EXPERT OUTREACH AND POLICY DEVELOPMENT AND ISSUE EDUCATION. | $250,000 | 1225 EYE STREET NW | WASHINGTON DC | DC | 20005 | |||||
| THE COMMIT PARTNERSHIP (TX) | |||||||||||
| PC | DEVELOP BEST-IN-CLASS CAREER AND COLLEGE ADVISING ENTITY FOR DALLAS COUNTY STUDENTS BY HELPING TO TRANSFORM AND EXPAND LOCAL NGO CALLED EDUCATION IS FREEDOM. GRANT WILL FUND ADDITIONAL PROGRAM STAFF, A DEVELOPMENT TEAM, AND ADOPTION OF DATA TO SUPPORT ONBOARDING OF 2 ADDITIONAL DALLAS SCHOOL DISTRICTS. (YEAR 1 OF 2-YEAR $4M GRANT) | $2,000,000 | 3000 PEGASUS PARK | DALLAS | TX | 75247 | |||||
| UNITED WAY OF PIEDMONT | |||||||||||
| PC | HURRICANE HELENE RELIEF EFFORTS | $25,000 | PO BOX 5624 | SPARTANBURG | SC | 29304 | |||||
| US-JAPAN COUNCIL | |||||||||||
| PC | MINETA AMBASSADOR'S PROGRAM- NEW EDUCATION ENDOWMENT TO SUPPORT STUDENT EXCHANGES FOR U.S. AND JAPANESE STUDENTS | $2,500,000 | 1819 L STREET NW 200 | WASHINGTON DC | DC | 20036 | |||||
| VOLUNTEER FLORIDA FOUNDATION | |||||||||||
| PC | HURRICANE HELENE RELIEF EFFORTS | $500,000 | 1545 RAYMOND DIEHL ROAD 250 | TALLAHASSEE | FL | 32308 | |||||
| WEST CONTRA COSTA PUBLIC EDUCATION FUND | |||||||||||
| PC | CREATE AN INVESTABLE ACTION PLAN OUTLINING DATA COORDINATION, STRATEGIC PARTNERSHIPS, WAYS TO EMBED OUTREACH INTO EXISTING PROGRAMS RUN BY STATE AGENCIES, AND FUTURE FUNDING NEEDS AND AMPLIFICATION PLANS TO DELIVER ON THE PROMISE OF THESE EARLY WEALTH-BUILDING ACCOUNTS | $148,000 | 1400 MARINA WAY S | RICHMOND | CA | 94804 | |||||
| YOUTH BUSINESS INTERNATIONAL KIZ SINNOVA (GERMANY) | |||||||||||
| 1 GILTSPUR STREET | LONDON | UK | EC1A 9DD | PC | TO SUPPORT YOUNG ENTREPRENEURSHIP PROGRAM IN GERMANY (YEAR 1 OF 2-YEAR 450K GRANT) | $222,582 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,117,963 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| NIBUD | ||||||||||
| POSTBUS 1019 | LEIDEN | NL | 2300 BA | PC | RESEARCH INTO THE ATTITUDES OF YOUNG PEOPLE TO SAVING AND INVESTING, AND LAYING THE GROUNDWORK TO EXPAND BLACKROCKS EMERGENCY SAVINGS INITIATIVE TO THE NETHERLANDS | $283,487 | ||||
| SEEDING SUCCESS (TN) | ||||||||||
| PC | SUPPORT THE WORKFORCE DEVELOPMENT INITIATIVES ALIGNED WITH SSS MORE FOR MEMPHIS PLAN. WILL BE A PART OF THE $50M RAISE IN MATCHING FUNDS FOR SS TO SECURE BLUE MERIDIAN PARTNER INVESTMENT. PARTNERS INCLUDE MEMPHIS CHAMBER OF COMMERCE, JPMC AND LOCAL PHILANTHROPY. (YEAR 1 OF 2-YEAR $500K GRANT) | $250,000 | 411 MONROE AVE | MEMPHIS | TN | 38103 | ||||
| THE KING'S TRUST USA INC | ||||||||||
| PC | RENEW SUPPORT FOR AN EXISTING EMPLOYABILITY PROGRAM DIRECTED BY A LEADING NATIONAL CHARITY IN PARTNERSHIP WITH THE UK GOVERNMENT WITH THE AIM OF REACHING AND HELPING OVER 11,000 UNDERSERVED YOUTH INTO SUSTAINABLE EMPLOYMENT WITHIN THE HEALTH AND SOCIAL CARE SECTOR (YEAR 1 OF 3-YEAR 1.2M GRANT) | $506,800 | 45 W 27TH STREET | NEW YORK | NY | 10001 | ||||
| TULSA COMMUNITY FOUNDATION (OK) | ||||||||||
| PC | TULSAS TECH INDUSTRY IS PROJECTED TO GROW BY 20,000 JOBS BY 2030. THE FOUNDATION WILL PARTNER WITH GKFF TO PROVIDE LIVING STIPENDS FOR LOW-INCOME INDIVIDUALS TRANSITIONING INTO TECH JOBS IN TULSA. THESE STIPENDS WILL SUPPORT ATLAS SCHOOL STUDENTS WITH EVERYDAY LIVING EXPENSES, SUCH AS CHILDCARE AND UTILITIES, DURING THEIR 20-MONTH UNPAID TRAINING PROGRAM. (YEAR 1 OF 2-YEAR $500K GRANT) | $250,000 | 15 N CHEYENNE AVE | TULSA | OK | 74103 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,290,287 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,967,772 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,650,804 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,618,576 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,618,576 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX AND AUDIT | CategoryTxt |
| Amt | $79,372 | Amt |
| Net Investment Income | $39,686 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $39,686 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (14 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NEST INSIGHT NATIONAL EMPLOYMENT SA | |||||||||||||||
| 10 SOUTH COLONNADE CANARY WHARF | LONDON | UK | E144PU | 2022-06-30 | $851,550 | RENEWED PARTNERSHIP WITH NEST TO TEST AND SCALE WORKPLACE OPT-OUT SHORT-TERM SAVINGS RESEARCH TRIALS AND SOLUTIONS. | $851,550 | NONE | 01/31/23, 03/31/23, 01/31/24, 03/31/24 AND 05/15/25 | 2025-08-15 | ON TRACK AND NO DEVIATION IN EXPENDITURE | ||||
| NEST INSIGHT NATIONAL EMPLOYMENT SA | |||||||||||||||
| 10 SOUTH COLONNADE CANARY WHARF | LONDON | UK | E144PU | 2023-09-11 | $420,437 | SUPPLEMENTARY FUNDING TO SUPPORT MAXIMIZING IMPACT AT SCALE BY PROVIDING GREATER EXTERNAL COMMUNICATIONS AND ENGAGEMENT SUPPORT. | $420,437 | NONE | 03/31/2024, 05/15/2024 AND 05/15/2025 | 2025-08-15 | ON TRACK AND NO DEVIATION IN EXPENDITURE | ||||
| CIVIC ACTION (CANADA) | |||||||||||||||
| 25 KING ST W | TORONTO | CA | M5L 1E2 | 2024-12-17 | $50,000 | DIVERSECITY FELLOWS PROGRAM FOR LEADERS FROM DIVERSE COMMUNITIES- THE PROGRAM WILL PROVIDE SELF-ASSESSMENT TOOLS AND PERSONALIZED LEADERSHIP DEVELOPMENT PLANS, SKILLS-BUILDING SESSIONS TO DEVELOP KEY LEADERSHIP COMPETENCIES, STRENGTHEN CROSS-SECTORAL CONNECTIONS, AND DRIVE TANGIBLE CHANGE. | $0 | NONE | ON TRACK AND NO DEVIATION IN EXPENDITURE | ||||||
| NPOWER CANADA | |||||||||||||||
| 700 LAWRENCE AVENUE WEST SUITE 380 | TORONTO | CA | M6A 3B4 | 2024-12-20 | $250,000 | LAUNCHES LOW-INCOME, UNDERSERVED ADULTS AGED 17-30 INTO HIGHER-INCOME, SUSTAINABLE CAREERS IN THE IT SECTOR IN CANADA. | $0 | NONE | 07/31/2025 | ON TRACK AND NO DEVIATION IN EXPENDITURE | |||||
| CODEDOOR (GERMANY) | |||||||||||||||
| LIEBIGSTRASSE 46 | GIESSEN | GM | 35392 | 2024-01-11 | $500,000 | CONTINUED SUPPORT FOR THE TECH UPSKILLING AND EMPLOYABILITY PROGRAM IN GERMANY WHICH ENABLES UNDERSERVED YOUTH AND ADULTS TO GAIN TECH/CODING SKILLS AND THE PATH TO EMPLOYMENT. | $250,000 | NONE | 12/31/2024 AND 07/31/2025 | 2024-12-03 | ON TRACK AND NO DEVIATION IN EXPENDITURE | ||||
| GENERATION ITALY | |||||||||||||||
| VIA MAESTRI CAMPIONESI 27 | MILANO | IT | 20135 | 2023-08-11 | $500,000 | GENERATION SUPPORTS ADULTS TO ACHIEVE ECONOMIC OPPORTUNITY AND MOBILITY THROUGH A CAREER. GRANT WILL SCALE IN-COUNTRY PROGRAM DELIVERY ACROSS PRIORITY MARKETS. | $500,000 | NONE | 03/15/2024 AND 03/15/2025 | 2025-03-14 | ON TRACK AND NO DEVIATION IN EXPENDITURE | ||||
| GENERATION YOU EMPLOYED UK | |||||||||||||||
| ONE HIGH STREET | EGHAM | UK | TW20 9HJ | 2024-08-20 | $131,422 | GENERATION SUPPORTS ADULTS TO ACHIEVE ECONOMIC OPPORTUNITY AND MOBILITY THROUGH A CAREER. GRANT WILL SCALE IN-COUNTRY PROGRAM DELIVERY ACROSS PRIORITY MARKETS. | $0 | NONE | ON TRACK AND NO DEVIATION IN EXPENDITURE | ||||||
| UK CAREER ACADEMY FOUNDATION | |||||||||||||||
| 133 WHITECHAPEL HIGH STREET | LONDON | UK | E17QA | 2023-05-22 | $248,740 | HELP CAREER READY BUILD ORGANIZATIONAL RESILIENCE AND SUSTAINABILITY THROUGH IMPROVED DIGITAL CAPACITY, TO SUPPORT THEIR SOCIO-ECONOMIC MOBILITY PROGRAM. | $248,740 | NONE | 04/30/2024 AND 02/28/2025 | 2025-02-12 | ON TRACK AND NO DEVIATION IN EXPENDITURE | ||||
| INSPIRING GIRLS INTERNATIONAL | |||||||||||||||
| 2-4 KING STREET | LONDON | UK | SW1Y 6QP | 2024-01-03 | $200,000 | TWOFOLD FOCUS - THE FIRST TO EXPAND FINANCIAL CLUBS ACROSS UK, SPAIN, ITALY, FRANCE, PORTUGAL, SERBIA, AND SWITZERLAND. THE SECOND TO INCREASE MONITORING AND EVALUATION TO BETTER TRACK PARTICIPATION IN THE FINANCIAL CLUBS. | $86,500 | NONE | 11/30/2024 | 2024-12-13 | INSPIRING GIRLS INTERNATIONAL WAS UNABLE TO SPEND $13.5K OF THE 2024 BUDGET BECUASE A PLANNED EVENT DID NOT TAKE PLACE IN SWITZERLAND. THE REMAINING $13.5K HAS BEEN REALOCATED TO BE SPENT IN 2025. | ||||
| BLUEPRINT FOR ALL UK | |||||||||||||||
| 39 BROOKMILL ROAD | LONDON | UK | SE84HU | 2022-07-29 | $1,000,000 | LAUNCH AND MAINTAIN A DIGITAL PLATFORM THROUGH WHICH TO OFFER CAREER, MENTORSHIP, AND MENTAL HEALTH SUPPORT FOR BLACK YOUTH. | $834,000 | NONE | 7/31/2023, 7/31/2024, 7/31/2025, 1/31/2023, 1/31/2024, 1/31/2025 | 2025-01-30 | ON TRACK AND NO DEVIATION IN EXPENDITURE | ||||
| LA CRUZ ROJA ESPAOLA | |||||||||||||||
| AV REINA VICTORIA 26 | MADRID | SP | 28003 | 2024-11-20 | $105,590 | SPANISH FLOODS RELIEF EFFORTS | $105,590 | NONE | 08/14/2025 | 2025-08-15 | ON TRACK AND NO DEVIATION IN EXPENDITURE | ||||
| JUST FINANCE FOUNDATION UK | |||||||||||||||
| 17 OVAL WAY | LONDON | UK | SE115RR | 2022-11-07 | $172,755 | FINANCIAL LITERACY EDUCATION FOR CHILDREN AGED 5-11; BLACKROCK ENGAGING AS MEMBER OF A SPONSOR GROUP OF INDUSTRY LEADERS. | $115,170 | NONE | 10/31/2023, 10/31/2024 AND 10/31/2025 | 2024-11-02 | ON TRACK AND NO DEVIATION IN EXPENDITURE | ||||
| GEORGE AND FRANCES BALL FOUNDATION | |||||||||||||||
| 2024-12-19 | $500,000 | SUPPORT C2C MUNCIE IN ENHANCING POSTSECONDARY OUTCOMES BY ALIGNING COLLEGE AND CAREER ADVISING SERVICES FOR GRADES 9-12 WITH NEW INDIANA GRADUATION REQUIREMENTS, IN PARTNERSHIP WITH LOCAL INDUSTRY, IVY TECH COMMUNITY COLLEGE, BALL STATE UNIVERSITY AND LOCAL PRIVATE PHILANTHROPY. CO-FUNDERS INCLUDE GFBF AND IN COMMISSION ON HIGHER EDUCATION. | $129,098 | NONE | 08/15/2025 | 2025-08-15 | ON TRACK AND NO DEVIATION IN EXPENDITURE | 222 SOUTH MULBERRY STREET | MUNCIE | IN | 47305 | ||||
| NPOWER CANADA | |||||||||||||||
| 700 LAWRENCE AVENUE WEST SUITE 380 | ON | CA | M6A 3B4 | 2023-12-28 | $250,000 | LAUNCHES LOW-INCOME, UNDERSERVED ADULTS AGED 17-30 INTO HIGHER-INCOME, SUSTAINABLE CAREERS IN THE IT SECTOR IN CANADA. | $250,000 | NONE | 07/31/24 | 2024-08-05 | ON TRACK AND NO DEVIATION IN EXPENDITURE | ||||
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLK FEDERAL TRUST | FMV | $179,939 | $179,939 |
| BLK ULTRA SHORT-TERM BOND ETF | FMV | $15,859,428 | $15,859,428 |
| ISHARES MSCI USA QUALITY FACTO | FMV | $2,476,736 | $2,476,736 |
| BLACKROCK SUSTAINABLE ADV LC CL K | FMV | $45,813,405 | $45,813,405 |
| ISHARES ESG ADVANCED HY | FMV | $5,188,807 | $5,188,807 |
| ISHARES CORE US AGGREGATE BOND ETF | FMV | $20,579,793 | $20,579,793 |
| ISHARES CORE INTL AGGREGATE BND ET | FMV | $9,737,894 | $9,737,894 |
| ISHARES ESG MSCI EM ETF | FMV | $11,859,962 | $11,859,962 |
| ISHARE ESG MSCI USA ETF | FMV | $32,458,131 | $32,458,131 |
| ISHARES ESG MSCI EAFE ETF | FMV | $28,654,147 | $28,654,147 |
| GLOBAL MARKET STRATEGIES | FMV | $14,955,773 | $14,955,773 |
| BLACKROCK IMPACT OPPORTUNITY FUND | FMV | $5,510,548 | $5,510,548 |
| BLACKROCK PRIVATE EQUITY IMPACT FUND | FMV | $3,739,509 | $3,739,509 |
| BLK ADV SMALL CAP CORE FUND | FMV | $2,196,466 | $2,196,466 |
| ISHARES CORE S&P US VALUE ETF | FMV | $4,496,818 | $4,496,818 |
| ISHARES JPMORGAN USD EMERGING | FMV | $3,205,083 | $3,205,083 |
| ISHARES 7-10 YEAR TREASURY BOND | FMV | $4,187,430 | $4,187,430 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $27,565 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,565 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEE | $6,684 | $6,684 | $0 |
| INSURANCE | $39,402 | $0 | $39,402 |
| TRADE COMMISSION | $11,561 | $11,561 | $0 |
| FILING FEES | $1,525 | $0 | $1,525 |
| CHANGE IN DEFERRED TAX LIABILITY | $108,700 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|
| BLACKROCK IMPACT OPPORTUNITIES FUND LP | $387,619 |
| IRS INTEREST PAYMENT | $2,891 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $7,800,963 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX LIABILITY | Desc |
| BOY Book Value | $282,777 | BOYBookValueAmt |
| EOY Book Value | $436,998 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $438,086 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $438,086 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $243,763 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |