2025-11-14T15:15:54-06:00 2024-12-31 132060851 Owen J Flanagan & Co 445 Hamilton Avenue 11th floor White Plains NY 10601 990PF 2024-01-01 136088860 THE OVERBROOK FOUNDATION OVER 3322403033 622 THIRD AVENUE 35400 NEW YORK NY 10017 ERIC WEINGARTNER PRES./CEO 2126039996 2025-10-20 1 0 Kevin Sunkel P00706145 2126822783 2025-11-14 2024 2025-03-06 01:10:19Z X X 217509522 X X 3559105 3564755 20903128 67760758 20865862 -1592035 -1578593 22870198 22852024 900125 183419 716706 567381 38499 528882 551146 72212 436254 33970 18307 17266 57625 28813 26812 2557873 2101715 456158 285958 285958 0 292720 12325 0 47515 7127 261781 39267 264166 81955 0 98616 182295 0 180126 5820344 2787642 2724986 7392614 8273495 13212958 2787642 10998481 9657240 20064382 3012178 13437059 13437059 229992 48153 48153 108158592 101739567 101739567 89475977 98362014 98362014 463711 428208 81712 35503 35503 537308 3887226 3887226 201495759 217509522 217509522 198187 224923 2130881 1250000 1198052 1151961 3527120 2626884 X 197968639 214882638 197968639 214882638 201495759 217509522 197968639 9657240 7256759 214882638 0 214882638 PUBLICLY TRADED SECURITIES P 2024-12-31 66613338 46747826 19865512 19865512 PASS THROUGH FROM HEDGE FUNDS P 2024-12-31 387889 387889 387889 PASS THROUGH FROM VENTURE CAPITAL FUNDS P 2024-12-31 109804 -109804 -109804 PASS THROUGH FROM PIVATE EQUITY P 2024-12-31 759515 759515 759515 CURRENCY GAINS P 2024-12-31 16 16 16 SUBJECT TO UBIT P 2024-12-31 37266 -37266 -37266 20865862 278895 0 278895 0 278895 100270 0 226000 0 326270 0 47375 47375 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NY 1 0 0 0 1 1 WWW.OVERBROOK.ORG The Organization 2126039996 622 THIRD AVENUE 35400 NEW YORK NY 10017 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 ARTHUR ALTSCHUL JR C/O OVERBROOK FOUNDATION 622 THIRD AVENUE SUITE 35400 NEW YORK NY 10017 V-CHAIR/TREASURER 1.00 0 0 0 CHARLES ALTSCHUL C/O OVERBROOK FOUNDATION 622 THIRD AVENUE SUITE 35400 NEW YORK NY 10017 DIRECTOR (THRU FEB 2024) 1.00 0 0 0 EMILY ALTSCHUL-MILLER C/O OVERBROOK FOUNDATION 622 THIRD AVENUE SUITE 35400 NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 STEPHEN ALTSCHUL C/O OVERBROOK FOUNDATION 622 THIRD AVENUE SUITE 35400 NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 ALLA BROCKSMIT C/O OVERBROOK FOUNDATION 622 THIRD AVENUE SUITE 35400 NEW YORK NY 10017 DIRECTOR (BEG FEB 2024) 1.00 0 0 0 CAROLYN COLE C/O OVERBROOK FOUNDATION 622 THIRD AVENUE SUITE 35400 NEW YORK NY 10017 DIRECTOR 5.00 0 0 0 JOYCE FENSTERSTOCK C/O OVERBROOK FOUNDATION 622 THIRD AVENUE SUITE 35400 NEW YORK NY 10017 CHAIR 10.00 0 0 0 JAMES GRAHAM C/O OVERBROOK FOUNDATION 622 THIRD AVENUE SUITE 35400 NEW YORK NY 10017 DIRECTOR (BEG FEB 2024) 1.00 0 0 0 JULIE GRAHAM C/O OVERBROOK FOUNDATION 622 THIRD AVENUE SUITE 35400 NEW YORK NY 10017 V-CHAIR/SECRETARY 1.00 0 0 0 KATHYRN C GRAHAM C/O OVERBROOK FOUNDATION 622 THIRD AVENUE SUITE 35400 NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 ROBERT GRAHAM JR C/O OVERBROOK FOUNDATION 622 THIRD AVENUE SUITE 35400 NEW YORK NY 10017 DIRECTOR EMERITUS 1.00 0 0 0 MICHAEL GRUNWALD C/O OVERBROOK FOUNDATION 622 THIRD AVENUE SUITE 35400 NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 OLIVIA KOOYMAN C/O OVERBROOK FOUNDATION 622 THIRD AVENUE SUITE 35400 NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 ROBERT LABAREE C/O OVERBROOK FOUNDATION 622 THIRD AVENUE SUITE 35400 NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 HELEN LANG C/O OVERBROOK FOUNDATION 622 THIRD AVENUE SUITE 35400 NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 ELIZABETH LINDEMANN C/O OVERBROOK FOUNDATION 622 THIRD AVENUE SUITE 35400 NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 ISAIAH OROZCO C/O OVERBROOK FOUNDATION 622 THIRD AVENUE SUITE 35400 NEW YORK NY 10017 DIRECTOR 1.00 0 0 0 ERIC WEINGARTNER C/O OVERBROOK FOUNDATION 622 THIRD AVENUE SUITE 35400 NEW YORK NY 10017 PRESIDENT & CEO 40.00 526500 137840 0 NOAH LEFF C/O OVERBROOK FOUNDATION 622 THIRD AVENUE SUITE 35400 NEW YORK NY 10017 CFAO 40.00 373625 125656 0 RISA KAUFMAN C/O ORGANIZATION 60 E 42ND ST NEW YORK NY 10165 DIRECTOR, HUMAN RIGH 40.00 247143 106032 0 NIKOLE NEILON C/O ORGANIZATION 60 E 42ND ST NEW YORK NY 10165 SENIOR GRANTS ADM MA 40.00 137740 88697 0 SARAH BARNABY C/O ORGANIZATION 60 E 42ND ST NEW YORK NY 10165 SR PROGRAM ASSOCIATE 40.00 101210 48370 0 COURTNEY DOBBS C/O ORGANIZATION 60 E 42ND ST NEW YORK NY 10165 PROGRAM ASSISTANT 40.00 81288 44551 0 0 OVERBROOK MANAGEMENT CORPORATION 122 EAST 42ND STREET NEW YORK NY 10168 INVESTMENT MANAGEMENT 1417057 JUSTCHANGE LLC 262 CENTRAL PARK WEST NEW YORK NY 10024 ENV GRANTMAKING ADVISORY 436810 GREENHAVEN ASSOCIATES INC 3 MANHATTANVILLE ROAD PURCHASE NY 10577 INVESTMENT MANAGEMENT 382607 NEPC LLC 255 STATE STREET BOSTON MA 02109 INVESTMENT CONSULTING 122227 DSM CAPITAL PARTNERS 7111 FAIRWAY DRIVE PALM BEACH GARDENS FL 33418 INVESTMENT MANAGEMENT 110777 0 0 199109399 10848670 2114146 212072215 0 0 212072215 3181083 208891132 10444557 10444557 278895 278895 10165662 0 10165662 0 10165662 10998481 0 10998481 10165662 0 0 1479348 2324254 2347916 790197 6941715 10998481 0 0 0 10165662 832819 0 0 7774534 0 0 0 0 0 0 1479348 6295186 2324254 2347916 790197 832819 X A Better Balance 250 West 55th Street 17th floor New York NY 10019 PC General Operating Support 1285 Abortion Care Network 1300 I Street NW Suite 400E Washington DC 20005 PC Keep Our Clinics Campaign 75000 Air Alliance Houston 2520 Caroline Street Suite 100 Houston TX 77004 PC Improving Air Permits for Fenceline Neighborhoods in Houston, TX 45000 Alabama Forward 3066 Zelda Rd PMB 231 Montgomery AL 36106 PC General Operating Support 75000 Amazon Conservation Association 1012 14th St NW 625 Washington DC 20005 PC MAAP 75000 Amazon Conservation Team 101 Park Washington Ct Falls Church VA 22046 PC Safeguarding Forests of Isolated Tribes and Restoring Ecosystems 35000 Amazon Conservation Team 101 Park Washington Ct Falls Church VA 22046 PC To Protect Tropical Forests and Strengthen Traditional Culture 1055 American Ballet Theatre 890 Broadway New York NY 10003 PC General Operating Support 7500 American Foundation for Suicide Prevention 199 Water Street 11th Floor New York NY 10038 PC General Operating Support 1000 American Friends of The Ocean Cleanup Foundation 228 East 45th Street Suite 9E New York NY 10017 PC Ocean Program - Great Pacific Garbage Patch 30000 American Friends of The Ocean Cleanup Foundation 228 East 45th Street Suite 9E New York NY 10017 PC The Great Mangrove Cleanup: Kingston Harbor, Jamaica 30000 Amigos of Costa Rica Inc PO Box 748 West Chester PA 19381 PC Raising Coral Costa Rica 30000 Angels Helping Animals Worldwide Inc 97 Munroe Avenue Oak Bluffs MA 02557 PC General Operating Support 5000 Animal Outlook PO Box 9773 Washington DC 20016 PC General Operating Support 20000 As You Sow Foundation 2020 Milvia St Suite 500 Berkeley CA 94704 PC Shareholder Action on Ocean Plastics and Consumer Packaging 75000 Asia Society 725 Park Avenue New York NY 100215088 PC General Operating Support 1000 Asociacion de Comunidades Forestales de Peten - ACOFOP Tercera Avenida Cuarta Calle Santa Elena GT 17029 NC Mayan Biosphere Reserve in Guatemala. 40000 Avina Americas Inc 1300 I Street NW PMB-500104 Washington DC 20005 PC MapBiomas 50000 Barenboim-Said Foundation 435 Riverside Drive Suite 122 New York NY 10025 PC General Operating Support 7500 Big Reuse 1 12th Street Brooklyn NY 11215 PC Give Big for the Planet 2500 Billion Oyster Project 10 South Street New York NY 10004 PC Small Grants Program 25000 Billion Oyster Project 10 South Street New York NY 10004 PC General Operating Support 100000 Black Farmer Fund 228 Park Avenue South New York NY 10003 PC General Operating Support 10000 Boca West Childrens Foundation PO Box 3070 Boca Raton FL 33431 PC Diaper Drive 500 Boca West Childrens Foundation PO Box 3070 Boca Raton FL 33431 PC General Operating Support 12500 Bold Futures NM 4263 Montgomery Blvd NE Ste I-140 Albuquerque NM 87109 PC General Operating Support 75000 Brennan Center for Justice 120 Broadway Suite 1750 New York NY 10271 PC Democracy Support for Ballot Access, Fair Districting, and Election Security 100000 Brick Presbyterian Church 62 East 92nd Street New York NY 10128 PC General Operating Support 2000 Center for Biological Diversity PO Box 710 Tucson AZ 857020710 PC Combatting Upstream Plastics / Defending Forests 60000 Chelsea Day School 319 Fifth Ave 2nd Floor New York NY 10016 PC General Operating Support 5000 Chicago Abortion Fund 800 W Buena Ave Chicago IL 60613 PC General Operating Support 50000 CHOICES Center for Reproductive Health 1203 Poplar Avenue Memphis TN 38104 PC General Operating Support 75000 COLOR PO Box 40991 Denver CO 80204 PC General Operating Support 75000 Coming Clean Inc 28 Vernon St Suite 434 Brattleboro VT 05301 PC Dollar Store Campaign 60000 Community Funds Inc 909 Third Avenue New York NY 10022 PC Funding of Donor Advised Funds 1669590 Compassion in World Farming Inc 211 East 43rd Street 7th floor New York City NY 10017 PC Compassion in World Farming US General Operations 20000 Coral Reef Alliance 548 Market Street Suite 29802 San Francisco CA 94104 PC Scaling Solutions for Saving Coral in the Mesoamerican Reef through Effective Marine Protected Area (MPA) Management 60000 Council on Foreign Relations 58 East 68th Street New York NY 10021 PC General Operating Support 1000 Delta Institute 35 E Wacker Ste 1760 Chicago IL 60601 PC General Operating Support 10000 Earthworks 1612 K Street NW Ste 904 Washington DC 20006 PC General Operating Support 40000 Entertainment Community Fund 729 Seventh Avenue 10th floor New York NY 10019 PC General Operating Support 750 Environment America Research and Policy Center Inc 1543 Wazee Street Ste 410 Denver CO 80202 PC Cleaner, Quieter Lawn Care: Moving America away from gas-powered lawn equipment 200000 Environmental Investigation Agency PO BOX 53343 Washington DC 20009 PC General Support 70000 Fairwinds Nantuckets Counseling Center 20 Vesper Lane Nantucket MA 02554 PC Dragonfly 2024 500 Farnsworth Art Museum 16 Museum Street Rockland ME 04841 PC For Purchase of Artwork 5000 Fauna & Flora International USA Inc 1209 Orange Street Wilmington DE 19801 PC Fauna & Flora's Marine Program 20000 Florida Rising Together Inc 10800 Biscayne Blvd Suite 1050 Miami FL 33161 PC Florida Rising Together 75000 Food Tank 1915 Bank Street Baltimore MD 21231 PC General Operating Support 60000 Free Election Fund a project of Hopewell Fund 1828 L Street NW Ste 300-D Washington DC 20036 PC General Operating Support 100000 Friends Seminary of New York 222 East 16th Street New York NY 10003 PC The Annual Fund 20000 Fund for Global Human Rights 1301 Connecticut Avenue NW Suite 500 Washington DC 20036 PC Holistic Security and Protection for Activists in Mesoamerica 50000 FUNDACION MARVIVA 548 Market St PMB 81178 San Francisco CA 941045401 PC High Seas Conservation and Management in the Thermal Dome 21000 Galveston Reuse Governance Board 72 Island Passage Galveston TX 77554 PC General Operating Support 60000 GirlTrek 1800 Wyoming Ave NW Floor 2 Washington DC 20009 PC General Operating Support 516 Global Alliance for Incinerator Alternatives - GAIA 1958 University Avenue Berkeley CA 94704 PC General Operating Support 50000 Greenpeace Fund Inc 1300 Eye Street NW Suite 1100 East Washington DC 20005 PC Oceans Campaign General Support 15000 GreenWave Organization Corp 315 Front Street New Haven CT 06513 PC General Operating Support 100000 Grist Magazine Inc PO Box 12710 Seattle WA 98111 PC General Operating Support 50000 Harvard Business School PO Box 412275 Boston MA 022412275 PC General Operating Support 5000 Hopewell Fund PO Box 38068 Baltimore MD 21297 PC Resources for Abortion Delivery 25000 IfWhenHow 1714 Franklin Street 100-393 Oakland CA 946123409 PC General Operating Support 75000 Immigrant Justice Corps 17 Battery Pl Suite 1234 New York NY 10004 PC General Operating Support 500 International Community Foundation 2505 N Avenue National City CA 91950 PC Grupo Ecologico Sierra Gorda, I.A.P 31800 Ironbound Community Corporation 317 Elm St Newark NJ 07105 PC Environmental Justice for Ironbound Project 40000 Jocotoco Conservation Foundation 2223 South Wentworth Avenue 202 Chicago IL 60618 PC Using Technology to Prevent Deforestation in Ecuador 50000 Just The Pill 2038 Ford Pkwy 444 Saint Paul MN 55116 PC General Operating Support 75000 Lawyers' Committee for Civil Rights Under Law 1500 K Street NW Suite 900 Washington DC 20005 PC Voting Rights Project 100000 LegacyWorks Group 521 Santa Barbara Street Santa Barbara CA 93101 PC Marine Protection in Cabo del Este, B.C.S. 50000 Lincoln Center Theater 150 West 65th Street New York NY 10023 PC General Operating Support 500 Louisiana Bucket Brigade 3416 B Canal Street New Orleans LA 70119 PC Opposing the Petrochemical Expansion in Louisiana 50000 Manhattan Theatre Club 311 West 43rd Street 8th Floor New York NY 10036 PC General Operating Support 2142 MarAlliance 2000 Edwards Street Suite 100-B Houston TX 94107 PC General Operating Support 35000 Marine Conservation Institute 1914 N 34th Street Suite 409 Seattle WA 981039090 PC Deep Sea Conservation Coalition 50000 Mercy For Animals 1150 Hagerstown Court Hagerstown MD 21740 PC General Operating Support 50000 Mesoamerican Initiative of WHRDs (IM-Defensoras) 720 Bathurst Street Toronto CA M5S 2R4 NC Strengthening Networks of Mesoamerican Women Human Rights Defenders 50000 Metropolitan Opera Association Patron Program 30 Lincoln Center Plaza New York NY 10023 PC General Operating Support 1294 Mianus River Gorge Preserve Inc 167 Mianus River Road Bedford NY 10506 PC General Operating Support 5000 Michigan Voices 2727 2nd Avenue Suite 109 Detroit MI 48201 PC General Operating Support 75000 Missouri Rural Crisis Center 1906 Monroe St Columbia MO 65201 PC Factory Farm & State Policy Program 15000 Mongabay Org Corp 1259 El Camino Real 150 Menlo Park CA 94025 PC General Operating Support 150000 Murmuration Research Institute Inc 44 Wall St Ste 1600 New York NY 10005 PC General Operating Support and the GenZ Research Project 20000 National Asian Pacific American Women's Forum (NAPAWF) PO Box 13255 Chicago IL 60613 PC General Operating Support 75000 National Redistricting Foundation 712 H Street NE 25 Washington DC 20002 PC General Operating Support 75000 Natural Resources Defense Council 40 West 20th Street New York NY 10011 PC Fighting the Fossil Fuel Industrys Expansion of Plastics Production 80000 Neighbors Link 27 Columbus Avenue Mount Kisco NY 10549 PC General Operating Support 500 NEO Philanthropy 1001 Avenue of the Americas 12th Floor New York NY 10018 PC State Infrastructure Fund 150000 NEO Philanthropy 1001 Avenue of the Americas 12th Floor New York NY 10018 PC Funders Committee for Civic Participation 5000 New Georgia Project Inc 830 Glenwood Ave SE Ste 510-221 Atlanta GA 30316 PC General Operating Support 75000 New Mexico Religious Coalition for Reproductive Choice PO Box 66433 Albuquerque NM 87193 PC General Operating Support 50000 New York Studio School 8 West 8th Street New York NY 10011 PC General Operating Support 8956 Oceana 1025 Connecticut Ave NW Suite 200 Washington DC 20036 PC Belize Oil and Gas Constitutional Reform Campaign 60000 One East 60th Street Historical Foundation One East 60th Street New York NY 10022 PC General Operating Support 3100 Osa Conservation 1300 I St NW Ste 400E - 9996 Washington DC 20005 PC Community-Driven Restoration in Costa Ricas Largest Mangrove Forest 50000 Perpetual Use Inc 510 Columbia Dr Tampa FL 33606 PC General Operating Support 100000 Perry Institute for Marine Science 5356 Main Street Suite 2 PO Box 435 Waitsfield VT 05673 PC Confronting the coral crisis in The Bahamas 50000 Philanthropic Ventures Foundation 1222 Preservation Park Way Oakland CA 94612 PC Toledo Institute of Development and Environment 60000 Philanthropy New York 320 East 43rd Street New York NY 10017 PC Annual Membership 14350 Plan C 1413 K Street NW 4th Floor Washington DC 20005 PC General Operating Support 50000 Plastic Solutions Fund 6 West 48th Street 10th Floor New York NY 10036 PC General Operating Support 100000 Pregnancy Justice 575 8th Ave Fl 7 New York NY 10018 PC General Operating Support 75000 Project Drawdown 3450 Sacramento St 506 San Francisco CA 94118 PC General Operating Support 50000 Proteus Fund Inc PO Box 825467 Philadelphia PA 191825467 PC Piper Fund 75000 Rainforest Action Network 425 Bush Street Suite 300 San Francisco CA 94108 PC General Operating Support 50000 Rainforest Alliance 298 Fifth Ave 7th Floor New York NY 10001 PC Maya Biosphere Reserve 70000 ReWild PO Box 129 Austin TX 78769 PC Fundacion Por el Mar (PEM) 60000 Reproductive Freedom Alliance 1199 North Fairfax Street Suite 300 Alexandria VA 22314 PC General Operating Support 75000 RiverArts PO Box 60 HastingsonHudson NY 10706 PC General Operating Support 500 Roatan Marine Park International Inc 8 The Green STE A Dover DE 19901 PC Strengthening Coral Reef Conservation Efforts in the Bay Islands of Honduras 30000 Roundabout Theater Company 231 West 39th Street Suite 1200 New York NY 10018 PC General Operating Support 1000 Rural Arizona Engagement (RAZE) 381 West Central Avenue Coolidge AZ 85128 PC General Operating Support 50000 Seacology 1623 Solano Ave Berkeley CA 94707 PC Play for the Mangroves 15000 SECORE International Inc 2103 Coral Way Suite 202 Miami FL 33145 PC General Operating Support 40000 Solomon R Guggenheim Museum 1071 Fifth Avenue New York NY 101280173 PC General Operating Support 10000 St Bernard's School 4 East 98th Street New York NY 100296598 PC Annual Giving 500 St Stephen's School Corporation 1285 Avenue of the Americas38th Floor New York NY 10019 PC General Operating Support 2481 St Stephen's School Corporation 1285 Avenue of the Americas38th Floor New York NY 10019 PC Capital Campaign 23071 Stand 548 Market St Suite 74196 San Francisco CA 94104 PC Mission-Based Support 50000 Tate Americas Foundation 520 West 27th Street 404 New York NY 10001 PC General Operating Support 7500 Temple Israel 14 Coleytown Road Westport CT 06880 PC General Operating Support 5000 Texas Civil Rights Project 1405 Montopolis Dr Austin TX 78741 PC Protecting and Expanding Voting Rights in Texas in 2024 75000 Texas Environmental Justice Advocacy Services 900 Wayside Houston TX 77011 PC General Operating Support 30000 Texas Freedom Network Education Fund PO Box 1624 Austin TX 78767 PC Texas Rising: Building Our Power 50000 The 5 Gyres Institute PO Box 5699 Santa Monica CA 90409 PC General Operating Support 30000 The Accountability Board Inc 401 Edgewater Place Suite 600 Wakefield MA MA 01880 PC Accountability Board Shareholder Work 25000 The All We Can Save Project 548 Market St PMB 81178 San Francisco CA 941045401 PC Publicizing, "What If We Get It Right?" 50000 The Bay Foundation 8117 W Manchester Ave 750 Playa del Rey CA 902938211 PC Palos Verdes Kelp Restoration Project 50000 The Center for Family Justice Inc 753 Fairfield Avenue Bridgeport CT 06604 PC 27th Annual Speaking of Women 1900 The Food Project 10 Lewis Street Lincoln MA 01773 PC General Operating Support 10000 The Heartland Fund 1828 L Street NW Suite 300-C Washington DC 20036 PC Civic Engagement and Democracy 100000 The Helicon Foundation Inc 8 Hilltop Drive Cortland Manor NY 10567 PC General Operating Support 1000 The Humane League PO Box 10476 Rockville MD 20849 PC US Corporate Campaigns Program Funding 60000 The Jewish Museum 1109 Fifth Avenue New York NY 10128 PC General Operating Support 2500 The Lawyering Project 41 Schermerhorn Street No 1056 Brooklyn NY 11201 PC General Operating Support 100515 The Mayapple School 404 Mt Tabor Rd Blacksburg VA 24060 PC General Operating Support 512 The Optimates Society 34 Lynwood Place New Haven CT 06511 PC General Operating Society 500 The Story of Stuff Project 1442 A Walnut Street 272 Berkeley CA 94709 PC General Operating Support 50000 The Tides Foundation PO Box 399389 San Francisco CA 94129 PC Walk the Walk USA 15062 The Tides Foundation PO Box 399389 San Francisco CA 94129 PC Movement Voter Fund 15000 Tidewell Foundation 3550 S Tamiami Trl Sarasota FL 34239 PC General Operating Support 100 Trevor Day School 1 West 88th Street New York NY 10024 PC General Operating Support 10000 Trusted Elections Fund 1828 L Street NW Suite 300-A Washington DC 20036 PC General Operating Support 50000 University of Wisconsin 1308 W Dayton Street Madison WI 53715 PC Vice Chancellor for Student Affairs Annual Fund 2500 UPROSE 462 36th Street Suite 3A Brooklyn NY 11232 PC General Operating Support 75000 URGE 1012 14th Street NW Suite 305 Washington DC 20005 PC Voter Engagement Program 50000 Urgent Action Fund of Latin America for Women's Human Rights Diagonal 59 22-55 Bogota CO 111311 NC Sustaining and strengthening feminist, women's and LGBTIQ+ movements in Latin America 50000 Vot-ER A Healthier Democracy 68 Harrison Ave Ste 605 PMB 487592 Boston MA 021111929 PC General Operating Support 75000 Voter Formation Project 712 H St NE PMB 41 Washington DC 20002 PC General Operating Support 75000 Voter Formation Project 712 H St NE PMB 41 Washington DC 20002 PC General Operating Support 4000 Voting Rights Lab 611 Pennsylvania Ave SE Ste 201 Washington DC 20003 PC General Operating Support 100000 Voto Latino Foundation Inc PO Box 35608 Washington DC 20033 PC General Operating Support 75000 We are Down Home PO Box 10671 Greensboro NC 27404 PC General Operating Support 75000 West Alabama Womens Center 535 Jack Warner Pkwy Suite I Tuscaloosa AL 35404 PC General Operating Support 516 WildAid Inc 220 Montgomery Street Suite 1200 San Francisco CA 94104 PC WildAid Marine Program 21000 WILDCOAST 2010 Jimmy Durante Blvd Ste 230 Del Mar CA 92014 PC Natural Climate Solutions and Rewilding Coastal and Ocean Landscapes in Oaxaca, Mexico 50000 Wildlife Conservation Network 209 Mississippi Street San Francisco CA 94107 PC Elephant Crisis Fund 20000 Wildlife Conservation Network 209 Mississippi Street San Francisco CA 94107 PC Fundacin Proyecto Tit 50000 Wildlife Conservation Society (WCS) 2300 Southern Blvd Bronx NY 10460 PC Protecting Mesoamericas Forests and People through Community-based Conservation 100000 Wildlife Conservation Society (WCS) 2300 Southern Blvd Bronx NY 10460 PC Health Initiatives in Paso Caballo, Guatemala 15000 WINGS PO Box 1043 Pueblo CO 81002 PC General Operating Support 50000 Ya'axch Conservation Trust PO Box 177 Ogaldez St Punta Gorda Town BH 00000 NC Bladen Nature Reserve and Maya Mountain North Forest Reserve, Belize 50000 8273495 Alabama Forward 3066 Zelda Rd PMB 231 Montgomery AL 36106 PC General Operating Support 75000 Amazon Conservation Association 1012 14th St NW 625 Washington DC 20005 PC MAAP 75000 Amazon Conservation Team 101 Park Washington Ct Falls Church VA 22046 PC Safeguarding Forests of Isolated Tribes and Restoring Ecosystems 35000 Bold Futures NM 4263 Montgomery Blvd NE Ste I-140 Albuquerque NM 87109 PC General Operating Support 75000 Brennan Center for Justice 120 Broadway Suite 1750 New York NY 10271 PC Democracy Support for Ballot Access, Fair Districting, and Election Security 100000 Center for Biological Diversity PO Box 710 Tucson AZ 857020710 PC Combatting Upstream Plastics / Defending Forests 60000 Coming Clean Inc 28 Vernon St Suite 434 Brattleboro VT 05301 PC Dollar Store Campaign 60000 Earthworks 1612 K Street NW Ste 904 Washington DC 20006 PC General Operating Support 40000 Environmental Investigation Agency PO BOX 53343 Washington DC 20009 PC General Support 70000 Lawyers' Committee for Civil Rights Under Law 1500 K Street NW Suite 900 Washington DC 20005 PC Voting Rights Project 100000 New Mexico Religious Coalition for Reproductive Choice PO Box 66433 Albuquerque NM 87193 PC General Operating Support 50000 Osa Conservation 1300 I St NW Ste 400E - 9996 Washington DC 20005 PC Community-Driven Restoration in Costa Ricas Largest Mangrove Forest 50000 Perry Institute for Marine Science 5356 Main Street Suite 2 PO Box 435 Waitsfield VT 05673 PC Confronting the coral crisis in The Bahamas 50000 Rainforest Alliance 298 Fifth Ave 7th Floor New York NY 10001 PC Maya Biosphere Reserve 70000 SECORE International Inc 2103 Coral Way Suite 202 Miami FL 33145 PC General Operating Support 40000 The Lawyering Project 41 Schermerhorn Street No 1056 Brooklyn NY 11201 PC General Operating Support 100000 The Story of Stuff Project 1442 A Walnut Street 272 Berkeley CA 94709 PC General Operating Support 50000 Wildlife Conservation Network 209 Mississippi Street San Francisco CA 94107 PC Fundacin Proyecto Tit 50000 Wildlife Conservation Society (WCS) 2300 Southern Blvd Bronx NY 10460 PC Protecting Mesoamericas Forests and People through Community-based Conservation 100000 1250000 14 3559105 01 1599 523000 37266 18 20865862 PARTNERSHIP INCOME 523000 -13442 14 -1564811 OIL & GAS ROYALTIES 15 -15381 23824 22846374 0 22870198 0 0 0 0 0 0 0 0 0 0 OWEN FLANAGAN CPA'S - AUDIT AND TAX PREPARATION 43000 21500 19500 SONAS ACCOUNTING SOLUTIONS INC. 14625 7313 7312 FURNITURE & FIXTURES 2014-12-31 88414 74378 200DB 7.000000000000 8420 0 LEASEHOLD IMPROVEMENTS 2015-03-01 118420 99622 200DB 11278 0 FURNITURE & FIXTURES 2015-06-30 88383 74358 SL 7.000000000000 8418 0 LEASEHOLD IMPROVEMENTS 2015-03-01 92118 77497 200DB 8773 0 CONF ROOM WINDOWS 2016-09-01 11320 10062 SL 5.000000000000 1258 0 AV EQUIPMENT 2019-01-01 63751 44776 SL 7.000000000000 9107 0 COMPUTER HARDWARE 2024-01-01 1305 200DB 5.000000000000 261 0 Asociacion de Comunidades Forestales de Peten - ACOFOP Tercera avenida cuarta calle zona 2 Santa Elena GT 17029 2024-06-01 40000 Mayan Biosphere Reserve, Guatemala To the knowledge of the Foundation, no funds have been diverted Calls for final narrative/fin'l reports. Grantee in complian No independent verification is required at this time Ya'axch Conservation Trust PO Box 177 Punta Gorda BH 2024-03-01 50000 Bladen Nature Reserve, Belize To the knowledge of the Foundation, no funds have been diverted Calls for final narrative/fin'l reports. Grantee in complian No independent verification is required at this time Mesoamerican Initiative of WHRDs 123 Slater Street Ottawa CA K1P5H2 2024-06-01 50000 Strengthening Networks of Mesoamerican Women Human Rights Defenders for Feminist Holistic Protection To the knowledge of the Foundation, no funds have been diverted Calls for final narrative/fin'l reports. Grantee in complian No independent verification is required at this time Urgent Action Fund of Latin America for Women's Health Rights Carrera 27A No 40a-68 Bogota CO 2024-11-01 50000 Sustaining and strengthening feminist, women's and LBTIQ+ movements in Latin America. To the knowledge of the Foundation, no funds have been diverted Calls for final narrative/fin'l reports. Grantee in complian No independent verification is required at this time ABBOTT LABORATORIES 217171 217171 ADOBE INC 231234 231234 ADVANCED MICRO DEVICES 1557466 1557466 ALPHABET INC CL A 1101726 1101726 ALPHABET INC CL C 2956962 2956962 AMAZON.COM INC 5177823 5177823 APOLLO GLOBAL MANAGEMENT INC 1459849 1459849 APPLE INC 3506381 3506381 ARES MANAGEMENT CORP 3062796 3062796 ARISTA NETWORKS INC 1386046 1386046 ARROW ELECTRONICS INC 735280 735280 AUTODESK INC 410842 410842 AVNET INC 591216 591216 BERKSHIRE HATHAWAY INC CL B 403419 403419 BOOKING HOLDINGS INC 993684 993684 BROADCOM INC 2391198 2391198 BROWN ADVISORY SUSTAINABLE GROWTH FD INST SHS 13377825 13377825 CADENCE DESIGN SYSTEMS INC 217833 217833 CHIPOTLE MEXICAN GRILL INC 1011713 1011713 CITIGROUP INC 3695475 3695475 CRH PLC 934452 934452 CROWDSTRIKE HOLDINGS INC CL A 836923 836923 DR HORTON INC 4134757 4134757 DYNATRACE INC 366863 366863 ELI LILLY & CO 1344052 1344052 FISERV INC 512523 512523 FORTINET INC 589083 589083 GE VERNOVA INC 111836 111836 GENERAL MOTORS CO 3995250 3995250 GENPACT LTD 42950 42950 GRIFFIN MINING LIMITED 815140 815140 HEALTHEQUITY INC 1097668 1097668 HOWMET AEROSPACE INC 214912 214912 ICICI BANK LTD 1289564 1289564 INTUIT INC 2261343 2261343 JPMORGAN CHASE & CO 415897 415897 LEAR CORP 596610 596610 LENNAR CORP CL A 3341065 3341065 MASTERCARD INC CL A 268551 268551 MERITAGE HOMES CORP 153820 153820 META PLATFORMS INC CL A 3373709 3373709 MICROSOFT CORP 5526708 5526708 MOLINA HEALTHCARE INC 319282 319282 MSCI INC 1644627 1644627 NEUROCRINE BIOSCIENCES INC 318045 318045 NOV INC 219000 219000 NOVO NORDISK A/S ADR 437842 437842 NVIDIA CORPORATION 5566858 5566858 O'REILLY AUTOMOTIVE INC 1406359 1406359 OSHKOSH CORP 855630 855630 PULTEGROUP INC 1089000 1089000 SERVICENOW INC 615930 615930 SYNOPSYS INC 150462 150462 T-MOBILE US INC 2556936 2556936 TAIWAN SEMICONDUCTOR ADR 1595917 1595917 TEREX CORP 415980 415980 TOLL BROTHERS INC 2519000 2519000 UBER TECHNOLOGIES INC 837121 837121 UNITEDHEALTH GROUP INC 1335470 1335470 VALLOUREC SA 510087 510087 VISA INC CL A 2636406 2636406 AG CS HOLDINGS FUND II, LP FMV 2548331 2548331 AG CS HOLDINGS FUND III, LP FMV 5571 5571 BEE PARTNERS IV, LP FMV 517185 517185 BGT INVESTOR III, LLC FMV 787533 787533 BLUE OWL OPPORTUNISTIC LENDING FUND (OFFSHORE), LP FMV 4788233 4788233 CAPITAL PARTNERS VI PARALLEL, LP FMV 18453 18453 CLOSED LOOP LEADERSHIP FUND, LP FMV 695979 695979 CLP CIRCULAR SERVICES SPV, LLC FMV 2176979 2176979 COMMONFUND GLOBAL DISTRESSED INVESTORS, LLC FMV 9606 9606 COMMUNITAS CAPITAL FUND II, LP FMV 3360490 3360490 COMMUNITAS CAPITAL PARTNERS FUND I, LP FMV 2557442 2557442 DELTEC SPECIAL SITUATIONS PARTNERS, LP FMV 5259959 5259959 DUNE REAL ESTATE PARALLEL FUND LP FMV 2856 2856 EMERALD CREEK CAPITAL CAYMAN INCOME FUND IV, LP FMV 3536888 3536888 EMERALD CREEK CAPITAL CAYMAN INCOME FUND V, LP FMV 7247901 7247901 ENLIGHTENMENT CAPITAL SOLUTIONS FUND II, LP FMV 267776 267776 ENLIGHTENMENT CAPITAL SOLUTIONS FUND III, LP FMV 4136784 4136784 ENLIGHTENMENT CAPITAL SOLUTIONS FUND V, LP FMV 391388 391388 FACT GLOBAL LONG SHORT FUND, LP FMV 8697453 8697453 GLOBAL INFRASTRUCTURE PARTNERS IV-B FEEDER FUND, LP FMV 5186911 5186911 GLOBAL INFRASTRUCTURE PARTNERS V-B FEEDER FUND, LP FMV 665252 665252 HEADLANDS CAPITAL OFFSHORE III, LP FMV 3467670 3467670 HEADLANDS CAPITAL OFFSHORE IV, LP FMV 1707943 1707943 HELIOS CORESHELL PARTNERS II, LLC FMV 250000 250000 HELIOS ZINCFIVE PARTNERS II, LLC FMV 1000000 1000000 HELIOS ZINCFIVE PARTNERS III, LLC FMV 250000 250000 HELIOS ZINCFIVE PARTNERS IV, LLC FMV 250000 250000 L+M WORKFORCE HOUSING FUND, LP FMV 2124360 2124360 NEW VERNON INDIA (CAYMAN) FUND II, LP FMV 13453 13453 OVERBROOK CORE EQUITY FUND, LP FMV 7355333 7355333 OVERBROOK OPPORTUNITY FUND II, LP FMV 725925 725925 RE:DISH CO FMV 750000 750000 RIVERSTONE/CARLYLE RENEWABLE & ALTERNATIVE ENERGY FUND II FMV 22793 22793 S3 LB REAL ESTATE CREDIT A III LP FMV 374441 374441 SANDTON CAPITAL SOLUTIONS OFFSHORE V, LP FMV 5529082 5529082 SANDTON CAPITAL SOLUTIONS OFFSHORE VI, LP FMV 1386946 1386946 SANDTON CREDIT SOLUTIONS OFFSHORE IV, LP FMV 4012376 4012376 SANDTON CREDIT SOLUTIONS ON-SHORE FUND III, LP FMV 887067 887067 SIDDHI CAPITAL FUND II, LP FMV 627195 627195 THAYER STREET PARTNERS EQUITY OPPORTUNITY FUND, LP FMV 9143720 9143720 THAYER STREET PARTNERS EQUITY OPPORTUNITY II FUND, LP FMV 1361275 1361275 TS LIFT I, LLC FMV 1086169 1086169 VINTAGE FUND V OFFSHORE, LP FMV 27988 27988 VWH OFFSHORE FUND, LP FMV 1194117 1194117 VWH OFFSHORE FUND III, LP FMV 1955191 1955191 FURNITURE & FIXTURES 88414 82798 5616 LEASEHOLD IMPROVEMENTS 118420 110900 7520 FURNITURE & FIXTURES 88383 82776 5607 LEASEHOLD IMPROVEMENTS 92118 86270 5848 CONF ROOM WINDOWS 11320 11320 0 AV EQUIPMENT 63751 53883 9868 COMPUTER HARDWARE 1305 261 1044 PATTERSON BELKNAP WEBB & TYLER - LEGAL 30290 18307 13586 ARNOLD & PORTER KAYE SCHOLER 3680 0 3680 INTEREST & DIVIDENDS RECEIVABLE 38564 41914 41914 SECURITY DEPOSIT 70198 70198 70198 DUE FROM BROKER 81888 3635661 3635661 RIGHT-OF-USE ASSET 346658 139453 139453 OTHER 182295 0 180126 OTHER INVESTMENT INCOME 1599 1599 1599 PARTNERSHIP INCOME -1578253 -1564811 -1578253 OIL & GAS ROYALTIES -15381 -15381 -15381 CHANGE IN UNREALIZED APPRECIATION (NET OF DEFERRED TAXES) 7256759 DEFERRED EXCISE TAX 818286 920577 LEASE LIABILITY 379766 152697 TAXES PAYABLE 0 78687 OVERBROOK MANAGEMENT CORPORATION - INV ADVISORY 1417057 1417057 0 GREENHAVEN ASSOCIATES - INV ADVISORY 382607 382607 0 JP MORGAN - CUSTODY 20938 20938 0 DELTEC SPECIAL SITUATIONS - INV 675 675 0 NEPC LLC 122227 122227 0 DSM CAPITAL - INV 110777 110777 0 AUREUS INVESTMENTS 47434 47434 0 JUSTCHANGE LLC 436810 0 436810 BWR COMMUNICATIONS 7036 0 7036 JANINE FURTADO 1711 0 1711 ANNA VELDMAN 601 0 601 MISSION ACCOMPLICE 10000 0 10000 FOREIGN TAXES 12325 12325 0 FILING FEES 1500 0 0 FEDERAL EXCISE & UBIT TAXES 278895 0 0