WILLIAM RANDOLPH HEARST FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM RANDOLPH HEARST FOUNDATION (EIN 13-6019226)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-26
- IRS object ID
- 202532999349100203
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-26T10:15:08-00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 991206911 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barbara Hanrehan CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 Niles Avenue | AddressLine1Txt |
| City | Madison | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07940 | 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 | 136019226 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | William Randolph Hearst Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2126493748 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 West 57th Street STE 26 FL | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100193741 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary Fisher | PersonNm |
| Person Title | Treasurer Controller | PersonTitleTxt |
| Phone | 2126493748 | PhoneNum |
| Signature | 2025-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Hanrehan | PreparerPersonNm |
| PTIN | P00698411 | PTIN |
| Phone | 9733778348 | PhoneNum |
| Preparation | 2025-10-26 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $942,659,590 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,059,338 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,107,535 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $64,642,216 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $65,079,606 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $704,261 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $69,138,944 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $82,454,012 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $459,433 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $459,433 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,133,695 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,133,695 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $463,091 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $463,091 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $38,135 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $38,135 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $239,526 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $333,026 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,061,261 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,679,994 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $381,267 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,831,128 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,893 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $180,029 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $323,479 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $325,830 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,458,657 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,472,665 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $96,803 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $99,916 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $858,131 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $855,488 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,963,339 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,699,887 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,742,575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,924,555 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,926,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,887,894 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,699,887 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,668,725 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,251,050 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,754,125 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,751,972 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,155,494 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,155,494 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,262,669 | AcctRcvblAmt |
| Acct Rcvbl BOY | $910,835 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,262,669 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,262,669 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,783,114 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $440,127 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $440,127 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $14,494,973 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $15,732,563 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $15,732,563 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $229,749,897 | CorporateStockBOYAmt |
| Corporate Stock EOY | $247,611,058 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $247,611,058 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,790,384 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,288,944 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,288,944 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $581,185,692 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $637,631,934 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $637,631,934 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $849,805 | OtherAssetsBOYAmt |
| Other Assets EOY | $536,801 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $536,801 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $863,516,672 | TotalAssetsBOYAmt |
| Total Assets EOY | $942,659,590 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $942,659,590 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $717,034 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $543,876 | AccountsPayableEOYAmt |
| Grants Payable BOY | $16,736,124 | GrantsPayableBOYAmt |
| Grants Payable EOY | $17,493,763 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $4,952,880 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,292,535 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $22,406,038 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,330,174 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $841,110,634 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $919,329,416 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $841,110,634 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $919,329,416 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $863,516,672 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $942,659,590 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $841,110,634 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,251,050 | ExcessRevenueOverExpensesAmt |
| Other Increases | $53,967,732 | OtherIncreasesAmt |
| Subtotal | $919,329,416 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $919,329,416 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| BlackRock Institutional Grantor Trust | P | 2024-12-31 | $12,710,475 | $12,710,475 | $12,710,475 | |
| Arrowstreet | P | 2024-12-31 | $1,891,930 | $1,891,930 | $1,891,930 | |
| Aberdeen | P | 2024-12-31 | $6,145,533 | $6,145,533 | $6,145,533 | |
| BREP V TE.2 LP | P | 2024-12-31 | $15 | $15 | $15 | |
| BREP VI TE.2 LP | P | 2024-12-31 | $4 | $4 | $4 | |
| BlackRock Institutional Grantor Trust | P | 2024-12-31 | $100,770 | $100,770 | $100,770 | |
| JP Morgan Global LP | P | 2024-12-31 | $1,087,801 | $1,087,801 | $1,087,801 | |
| Matthews | P | 2024-12-31 | $3,879,882 | $3,879,882 | $3,879,882 | |
| Mondrian | P | 2024-12-31 | -$9,470 | -$9,470 | $9,470 | |
| Partners Group | P | 2024-12-31 | $1,447,123 | $1,447,123 | $1,447,123 | |
| Sigular Guff Opportunities | P | 2024-12-31 | $2,718,898 | $2,718,898 | $2,718,898 | |
| SSE Mkts Small Cap Trust | P | 2024-12-31 | $584,419 | $584,419 | $584,419 | |
| Westbrook RE VII | P | 2024-12-31 | -$135,743 | -$135,743 | $135,743 | |
| State Street | P | 2024-12-31 | $32,037,691 | $32,037,691 | $32,037,691 | |
| EUROPA III | P | 2024-12-31 | $36,092 | $36,092 | $36,092 | |
| Aberdeen | P | 2024-12-31 | $264,037 | $264,037 | $264,037 | |
| Arrowstreet | P | 2024-12-31 | -$6,071 | -$6,071 | $6,071 | |
| BlackRock Institutional Grantor Trust | P | 2024-12-31 | $33,575 | $33,575 | $33,575 | |
| BlackRock Institutional Grantor Trust | P | 2024-12-31 | $262 | $262 | $262 | |
| JP Morgan Global LP | P | 2024-12-31 | -$209,917 | -$209,917 | $209,917 | |
| Matthews | P | 2024-12-31 | $1,436,955 | $1,436,955 | $1,436,955 | |
| Mondrian | P | 2024-12-31 | $102,709 | $102,709 | $102,709 | |
| Partners Group | P | 2024-12-31 | -$47,352 | -$47,352 | $47,352 | |
| SSE Mkts Small Cap Trust | P | 2024-12-31 | $45,629 | $45,629 | $45,629 | |
| BREP V TE. 2 LP | P | 2024-12-31 | $18 | $18 | $18 | |
| BREP VI TE.2 LP | P | 2024-12-31 | $5 | $5 | $5 | |
| Arrowstreet | P | 2024-12-31 | $571,468 | $571,468 | $571,468 | |
| BlackRock Institutional Grantor Trust | P | 2024-12-31 | $69,541 | $69,541 | $69,541 | |
| BlackRock Institutional Grantor Trust | P | 2024-12-31 | $552 | $552 | $552 | |
| JP Morgan Global LP | P | 2024-12-31 | $5,019 | $5,019 | $5,019 | |
| Gain on the sale of Aberdeen | P | 2024-12-31 | -$146,075 | -$146,075 | $146,075 | |
| Gain on the sale of Independence | P | 2024-12-31 | $26,438 | $26,438 | $26,438 | |
| Sigular Guff | P | 2024-12-31 | $4 | $4 | $4 | |
| rounding | P | 2024-12-31 | -$1 | -$1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,642,216 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,122,482 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,122,482 | SubtotalAmt |
| Tax Based On Investment Income | $1,122,482 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $702,387 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $260,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $962,387 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $962,387 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $16,380 | EsPenaltyAmt |
| Tax Due | $176,475 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.hearstfdn.org | WebsiteAddressTxt |
| Individual With Books | Mary Fisher Treasurer Controller | IndividualWithBooksNm |
| Phone | 2126493748 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 West 57th Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100193741 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| William R Hearst III | |||||||
| 300 West 57th Street | New York | NY | 10019 | President Director | 000.00 | $0 | |
| Virginia H Randt | |||||||
| 300 West 57th Street | New York | NY | 10019 | Vice President Director | 000.00 | $0 | |
| Frank J Bennack Jr | |||||||
| 300 West 57th Street | New York | NY | 10019 | Vice President Director | 000.00 | $0 | |
| John G Conomikes | |||||||
| 300 West 57th Street | New York | NY | 10019 | Vice President Director | 000.00 | $0 | |
| David J Barrett | |||||||
| 300 West 57th Street | New York | NY | 10019 | Vice President Director | 000.00 | $0 | |
| Anissa B Balson | |||||||
| 300 West 57th Street | New York | NY | 10019 | Vice President Director | 000.00 | $0 | |
| Gilbert C MaurerDeceased 2025 | |||||||
| 300 West 57th Street | New York | NY | 10019 | Vice President Director | 000.00 | $0 | |
| Mark F Miller | |||||||
| 300 West 57th Street | New York | NY | 10019 | Vice President Director | 000.00 | $0 | |
| James M Asher | |||||||
| 300 West 57th Street | New York | NY | 10019 | VP Secretary Director | 000.00 | $0 | |
| Catherine A Bostron | |||||||
| 300 West 57th Street | New York | NY | 10019 | Assistant Secretary | 000.00 | $0 | |
| Eve B Burton | |||||||
| 300 West 57th Street | New York | NY | 10019 | Assistant Secretary | 000.00 | $0 | |
| Carlton J Charles | |||||||
| 300 West 57th Street | New York | NY | 10019 | Assistant Treasurer | 000.00 | $0 | |
| Lisa H Hagerman | |||||||
| 300 West 57th Street | New York | NY | 10019 | Vice President Director | 000.00 | $0 | |
| George R Hearst III | |||||||
| 300 West 57th Street | New York | NY | 10019 | Vice President Director | 000.00 | $0 | |
| Steven R Swartz | |||||||
| 300 West 57th Street | New York | NY | 10019 | Vice President Director | 000.00 | $0 | |
| Mitchell I Scherzer | |||||||
| 300 West 57th Street | New York | NY | 10019 | Vice President Assist. Treas. | 000.00 | $0 | |
| Roger P Paschke | |||||||
| 300 West 57th Street | New York | NY | 10019 | Assistant Treasurer CIO | 000.00 | $0 | |
| Karen Alsup | |||||||
| 300 West 57th Street | New York | NY | 10019 | Deputy Inv. Officer | 000.00 | $0 | |
| Mary Fisher | |||||||
| 300 West 57th Street | New York | NY | 10019 | Treasurer Controller | 027.00 | $140,910 | $36,423 |
| Donna Kalajian Lagani | |||||||
| 300 West 57th Street | New York | NY | 10019 | VP Eastern Dirrector | 027.00 | $318,523 | $66,823 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| Rayne Guilford | |||||||
| 90 Montgomery | San Francisco | CA | 94105 | USSYP Director | 040.00 | $175,153 | $34,214 |
| Jan Watten | |||||||
| 90 Montgomery | San Francisco | CA | 94105 | Journalism Award Dir | 040.00 | $158,808 | $39,764 |
| Lynn DeSmet | |||||||
| 90 Montgomery | San Francisco | CA | 94105 | USSYP Assist. Dir. | 040.00 | $125,960 | $43,287 |
| Ligia Cravo | |||||||
| 300 West 57th Street | New York | NY | 10019 | Program Officer | 027.00 | $117,462 | $22,680 |
| Sarah Mishurov | |||||||
| 300 West 57th Sreet | New York | NY | 10019 | Program Officer | 027.00 | $111,261 | $32,519 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 13 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Siguler Guff Hearst Opportunties Fund | |||||
| 200 Park Ave 23rd floor | New York | NY | 10166 | Investment Manager | $552,824 |
| Paul Dinovitz | |||||
| 425 Bella Vista Ave | Belvedere | CA | 94920 | Program Advisor | $351,268 |
| Champlain Investment Partners | |||||
| 180 Battery Street | Burlington | VT | 05401 | Investment Manager | $334,649 |
| Fuller & Thayler Asset Management | |||||
| 411 Borel Ave Suite 300 | San Mateo | CA | 94402 | Investment Manager | $316,957 |
| Arrowstreet Capital | |||||
| 200 Clarendon Street 30th Floor | Boston | MA | 02116 | Investment Manager | $305,087 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 13 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Senate Youth Program is an annual $10,000 scholarship competition sponsored jointly by the U.S. Senate and the Foundation . After a testing and interview process, two high school students are selected from each state, DC, and the Dept of Defense's overseas educational activities. Each student receives a week long trip to DC. | Description1Txt |
| Expenses1 | $2,779,071 | Expenses1Amt |
| Description2 | Journalism Awards Program provides scholarships for outstanding performance in college-level journalism. The program consists of five monthly writing competitions, two photojournalism competitions, one audio competition, two television competitions and four multimedia competitions with championship finals in all divisions. | Description2Txt |
| Expenses2 | $1,463,806 | Expenses2Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $297,153,433 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,090,774 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $585,904,944 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $903,149,151 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $903,149,151 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,547,237 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $889,601,914 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,480,096 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,480,096 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,122,482 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,122,482 | TotalTaxAmt |
| Distributable Before Adj | $43,357,614 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $43,357,614 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $43,357,614 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,668,725 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $41,668,725 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,357,614 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $310,534 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,306,871 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,617,405 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,668,725 | QualifyingDistributionsAmt |
| Applied To Current Year | $41,668,725 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $1,688,889 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,688,889 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,928,516 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,928,516 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $3,928,516 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See the Fdn's website hearstfdnorg | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W57th St | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | support.nyhearstfdn.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Applications are available on the Foundations website hearstfdn.org | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See the Foundations website hearstfdn.org | SubmissionDeadlinesTxt |
| Restrictions On Awards | See the Foundations website Hearstfdn.org | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (264 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Alamo Trust Inc | |||||||
| 321 Alamo Plaza Suite 200 | San Antonio | TX | 78205 | None | PC | To support a capital campaign for the Vistors Ctr and 4D Theater Lobby | $500,000 |
| Asheville Art Museum Association | |||||||
| 2 South Park Square | Asheville | NC | 28802 | None | PC | To support conservation, digitization and education programming | $200,000 |
| Bronx Childrens Museum | |||||||
| 725 Exterior St 2nd Fl | Bronx | NY | 10451 | None | PC | To support the Expanding Assess Initiative to encourage learning | $200,000 |
| Charlotte Symphony Orchestra Society Inc | |||||||
| 128 S Tryon St Ste 350 | Charlotte | NC | 28202 | None | PC | To support music education and outreach programs | $100,000 |
| Harmony Project | |||||||
| 2410 Beverly Boulevard | Los Angeles | CA | 90057 | None | PC | To provide general operating support | $150,000 |
| Houston Grand Opera | |||||||
| 510 Preston Street | Houston | TX | 770021594 | None | PC | To provide the expansion of the Community and Learning programs | $300,000 |
| Houston Symphony Society | |||||||
| 615 Louisiana Street No102 | Houston | TX | 770022715 | None | PC | To support Education and Community Engagement initiatives | $225,000 |
| Hubbard Street Dance Chicago | |||||||
| Attn Development PO Box 778859 | Chicago | IL | 60667 | None | PC | To provide general operating support | $150,000 |
| Latino Theater Company | |||||||
| 514 S Spring Street | Los Angeles | CA | 90013 | None | PC | To provide arts education and outreach programs for youth | $100,000 |
| Lincoln Center for the Performing Arts | |||||||
| 70 Lincoln Center Plaza | New York | NY | 10023 | None | PC | To provide support for the 10 arts organization within the Lincoln Center Campus | $200,000 |
| Memphis Brooks Museum of Art | |||||||
| 1934 Poplar Ave | Memphis | TN | 381042764 | None | PC | To support the New Art Museum for Memphis capital campaign | $150,000 |
| Missoula Children's Theatre | |||||||
| 200 N Adams Street | Missoula | MT | 59802 | None | PC | To provide participatory theater experiences for youth | $100,000 |
| Museum of Jewish Heritage | |||||||
| 36 Battery Place | New York | NY | 10280 | None | PC | To support the expansion of Holocaust education programs | $150,000 |
| National Aviary Pittsburgh Inc | |||||||
| Allegheny Commons Park 700 Arch St | Pittsburgh | PA | 15212 | None | PC | To support conservation education programs for K-12 students and teachers | $125,000 |
| National Dance Institute | |||||||
| 217 West 147th Street | New York | NY | 10039 | None | PC | To support arts education programs | $125,000 |
| National Museum of Wildlife Art | |||||||
| 2820 Rungius Road | Jackson Hole | WY | 83001 | None | PC | To support the Art for All education and outreach programs | $100,000 |
| Natural History Museum of Los Angeles County | |||||||
| 900 Exposition Blvd | Los Angeles | CA | 90007 | None | PC | To support environmental education programs | $300,000 |
| Oregon Coast Aquarium Inc | |||||||
| 2820 SE Ferry Slip Road | Newport | OR | 97365 | None | PC | To support a capital campaign for the Sees-Ha Xwee-Nish Marine Wildlife Rehab Center | $150,000 |
| Portland Center Stage | |||||||
| 128 N 11th Avenue | Portland | OR | 972094160 | None | PC | To support youth theater education programs | $100,000 |
| Poynter Institute for Media Studies | |||||||
| 801 Third Street South | St Petersburg | FL | 33701 | None | PC | To support the Poynter Public Editor Project | $100,000 |
| Roundabout Theatre Company | |||||||
| 231 W 39th Street Suite 1200 | New York | NY | 10018 | None | PC | To support arts education programs in public schools | $150,000 |
| San Francisco Film Society | |||||||
| 455 9th Street | San Francisco | CA | 94103 | None | PC | To provide general operating support | $250,000 |
| San Francisco Museum of Modern Art | |||||||
| 151 - 3rd Street | San Francisco | CA | 94103 | None | PC | To support School, Teacher and Family initiatives in the arts | $200,000 |
| San Francisco Symphony | |||||||
| 201 Van Ness Ave | San Francisco | CA | 941024585 | None | PC | To support the music education programs | $250,000 |
| San Francisco Zoological Society | |||||||
| 1 Zoo Road | San Francisco | CA | 941321098 | None | PC | To support the capital campaign for the Jaguar Jungle | $150,000 |
| School of the Arts Foundation | |||||||
| 501 S Sapodilla Avenue | West Palm Beach | FL | 33401 | None | PC | To support the Adjunct Artists Program | $125,000 |
| Staten Island Museum | |||||||
| 1000 Richmond Terrace - Bldg A | Staten Island | NY | 10301 | None | PC | To provide general operating support | $150,000 |
| The Juilliard School | |||||||
| 60 Lincoln Center Plaza | New York | NY | 100236588 | None | PC | To provide scholarships in the performing arts | $500,000 |
| The Minnesota Opera | |||||||
| 620 N 1st Street | Minneapolis | MN | 55401 | None | PC | To support opera education and community programs | $200,000 |
| The New York Botanical Garden | |||||||
| 2900 Southern Boulevard | Bronx | NY | 104585126 | None | PC | To support educational programs | $375,000 |
| Utah Museum of Fine Arts | |||||||
| 410 Campus Center Drive | Salt Lake City | UT | 841120350 | None | PC | To support Learning and Engagement programs for art education | $200,000 |
| Woodland Park Zoological Society | |||||||
| 5500 Phinney Avenue N | Seattle | WA | 98103 | None | PC | To support the Forest Trailhead exhibit | $150,000 |
| Woodruff Arts Center | |||||||
| 1280 Peachtree Street NE | Atlanta | GA | 30309 | None | PC | To support the Experience Atlanta, Experience Woodruff capital campaign | $150,000 |
| Apex for Youth | |||||||
| 195 Chrystie Street No 200 | New York | NY | 10002 | None | PC | To support mentoring programs for Asian American youth | $100,000 |
| Auburn University Foundation | |||||||
| 317 South College Street | Auburn | AL | 36849 | None | PC | To support the Alabama Prison Arts Education Project | $125,000 |
| Beacon Education | |||||||
| 4100 Sunglow Drive | Wilmington | NC | 28405 | None | PC | To support girls leadership programs at GLOWS Academy | $250,000 |
| Board of the University of Alabama | |||||||
| Box 870100 | Tuscaloosa | AL | 35487 | None | PC | To provide scholarships under the Rural Medical Scholars program | $150,000 |
| Braver Angels Inc | |||||||
| 733 Third Avenue 16th Fl | New York | NY | 10017 | None | PC | To support the College Debates and Discourse Alliance | $150,000 |
| Brown University of Providence | |||||||
| 350 Eddy Street Box 1893 | Providence | RI | 02912 | None | PC | To provide support for Hearst Medical Scholars Program | $250,000 |
| Businesses United in Investing Lending and Development | |||||||
| PO Box 3316 | Redwood City | CA | 94064 | None | PC | To support general operations | $125,000 |
| Chinese American Planning Council | |||||||
| 150 Elizabeth Street | New York | NY | 10012 | None | PC | To support Project Gateway college access and success programs | $100,000 |
| CodePathorg | |||||||
| 5214F Diamond Hts Blvd Unit No1154 | San Francisco | CA | 94131 | None | PC | To support general operations | $100,000 |
| College Track | |||||||
| 483 9th St Suite No200 | Oakland | CA | 94607 | None | PC | To support general operations | $200,000 |
| Cristo Rey New York High School | |||||||
| 112 East 106th Street | New York | NY | 10029 | None | PC | To support the College Readiness, Access and Success academic programs | $100,000 |
| Georgia State University Foundation Inc | |||||||
| One Park Place South | Atlanta | GA | 30303 | None | PC | To provide support for undergraduate students in STEM fields | $125,000 |
| Guadalupe Center | |||||||
| 509 Hope Circle | Immokalee | FL | 34142 | None | PC | To support the Early Childhood Education program | $125,000 |
| Harvard University | |||||||
| Massachusetts Hall | Cambridge | MA | 02138 | None | PC | To support undergraduate financial aid through the Phobe Apperson Hearst Scholarship | $500,000 |
| iMentor Incorporated | |||||||
| 199 Water Street 8th Fl | New York | NY | 10038 | None | PC | To support the one on one mentoring programs | $100,000 |
| Institute of International Education Inc | |||||||
| One World Trade Center 36th Fl | New York | NY | 10007 | None | PC | To support the IIE Odyssey Coomunity College Grants program | $100,000 |
| KidWorks | |||||||
| 1902 W Chestnut Avenue | Santa Ana | CA | 90802 | None | PC | To provide college access, readiness and success programs | $100,000 |
| Literacy Inc | |||||||
| 5030 Broadway Suite 641 | New York | NY | 10034 | None | PC | To provide general support for operations | $150,000 |
| Merrimack College | |||||||
| 315 Turnpike Street | North Andover | MA | 01845 | None | PC | To support the Pioneer Scholars program | $125,000 |
| Mount Tamalpais College | |||||||
| 2165 Francisco Blvd East Suite A | San Rafael | CA | 94901 | None | PC | To provide general support for operations | $100,000 |
| MOXI The Wolf Museum of Exploration Innovation | |||||||
| 125 State Street | Santa Barbara | CA | 93101 | None | PC | To support School Programs | $200,000 |
| New York University | |||||||
| 70 Washington Square South | New York | NY | 10012 | None | PC | To provide public service scholarships under the Tenney Scholarship Fund | $300,000 |
| Otis College of Art and Design | |||||||
| 9045 Lincoln Blvd | Los Angeles | CA | 90045 | None | PC | To provide enhanced support services vital for student retention and success | $200,000 |
| Practical Farmers of Iowa | |||||||
| 1615 Golden Aspen Dr Suite 101 | Ames | IA | 50010 | None | PC | To support farmer led education programs | $100,000 |
| Providence Public Library | |||||||
| 150 Empire St | Providence | RI | 02903 | None | PC | To support the Technology Careers Pathways program | $125,000 |
| Punahou School | |||||||
| 1601 Punahou Street | Honolulu | HI | 96822 | None | PC | To provide capital support for the construction of the Academy Learning Commons | $250,000 |
| Reach Out and Read | |||||||
| 89 South Street Suite 201 | Boston | MA | 02111 | None | PC | To support the Building Connections Begins at Birth initiative | $150,000 |
| Rodale Institute | |||||||
| 611 Siegfriedale Road | Kutztown | PA | 19530 | None | PC | To support farmer education programs on organic and regenerative farming | $200,000 |
| Saint Mary's College | |||||||
| 130 Le Mans Hall | Notre Dame | IN | 465565001 | None | PC | To provide scholarships for first generation students | $125,000 |
| Student Leadership Network | |||||||
| 322 8th Avenue 14th Fl | New York | NY | 10001 | None | PC | To support the CollegeBound Initiative and Alumni programs | $100,000 |
| Sustainable Development Solutions Network | |||||||
| 475 Riverside Drive | New York | NY | 10115 | None | PC | To support science sustainability development curricula | $300,000 |
| Syracuse University | |||||||
| 640 Skytop Rd Fl 2 | Syracuse | NY | 13244 | None | PC | To support the Institute for Democracy, Journalism and Citizenship | $250,000 |
| The Edible Schoolyard Project | |||||||
| 1517 Shattuck Avenue | Berkeley | CA | 94709 | None | PC | To support the development of new programs and expansion of the affiliate network | $200,000 |
| Union County College Foundation | |||||||
| 1033 Springfield Avenue | Cranford | NJ | 07016 | None | PC | To provide scholarship support for students in the American Honors program | $100,000 |
| University of California Davis | |||||||
| 1 Shields Avenue | Davis | CA | 95616 | None | PC | To provide scholarship support for Avenue program participants | $200,000 |
| University of Montana Missoula | |||||||
| 950 Arthur Avenue | Missoula | MT | 598077159 | None | PC | To support Montana Media Lab Youth Voices program | $200,000 |
| University of Nebraska Foundation | |||||||
| 1010 Lincoln Mall Suite 300 | Lincoln | NE | 68508 | None | PC | To support rural students enrolled in health sciences | $150,000 |
| University of Nevada Las Vegas | |||||||
| 4505 S Maryland Pkwy | Las Vegas | NV | 89119 | None | PC | To support the Empowering Schools Program to address youth mental health | $150,000 |
| University of Puget Sound | |||||||
| 1500 North Warner No1080 | Tacoma | WA | 984161080 | None | PC | To support scholarships for undergraduate students | $100,000 |
| University of the Pacific | |||||||
| 3601 Pacific Avenue | Stockton | CA | 95211 | None | PC | To provide scholarships for students in the Master of Physician Assistant Studies program | $200,000 |
| University of Washington | |||||||
| 301 Gerberding Hall Box 351230 | Seattle | WA | 98915 | None | PC | To support the capital campaign for a Cold Lab in the College of Environment | $300,000 |
| Upwardly Global | |||||||
| 505 8th Ave Ste 602 | New York | NY | 10018 | None | PC | To support employment pathways in healthcare | $100,000 |
| Vanderbilt University | |||||||
| 2201 West End Ave | Nashville | TN | 37235 | None | PC | To support the School of Nursings micro-credentialing program and the TV News Archive | $250,000 |
| Yale University | |||||||
| 3 Prospect Street | New Haven | CT | 06511 | None | PC | To support RULER for recognizing, understanding, labeling, expressing regulating emotions | $350,000 |
| Alzheimer's Disease & Related Disorders Assoc | |||||||
| 225 North Michigan Ave 17th Fl | Chicago | IL | 60601 | None | PC | To support the early career research program for young scientists | $125,000 |
| American Federation for Aging Research | |||||||
| 55 West 39th St 16th Fl | New York | NY | 10018 | None | PC | To support research in aging | $225,000 |
| American Indian Health and Family of SE MI Inc | |||||||
| 4880 Lawndale St | Detroit | MI | 48210 | None | PC | To support a new healthcare facility | $150,000 |
| BRIDGE Housing | |||||||
| 600 California Street No900 | San Francisco | CA | 94108 | None | PC | To provide Mental Health First Aid Certification Training | $200,000 |
| CaringKind | |||||||
| 360 Lexington Avenue 3rd Fl | New York | NY | 10017 | None | PC | To support dementia education | $125,000 |
| Center for Developmental Services | |||||||
| 29 N Academy St | Greenville | SC | 29601 | None | PC | To support general operations | $100,000 |
| Church Health Center of Memphis | |||||||
| 1350 Concourse Avenue Suite 142 | Memphis | TN | 38104 | None | PC | To support expansion for Eye Care | $150,000 |
| Columbia University in the City of New York | |||||||
| 535 W 116th and Broadway | New York | NY | 10027 | None | PC | To support the Pathways to Leadership and Advancement in Nursing | $300,000 |
| Community Foundation of Greenville | |||||||
| 10 South Academy Street Suite 350 | Greenville | SC | 29601 | None | PC | To support the McClaren Institute for Health and Quality of life nursing simulation laboratory | $100,000 |
| Crisis Text Line | |||||||
| 225 West 34th St Fl 9 PMB No 9135 | New York | NY | 10122 | None | PC | To support Student Learning Practicum program | $100,000 |
| Damon Runyon Cancer Research Foundation | |||||||
| One Exchange Plaza 55 Broadway | New York | NY | 10006 | None | PC | To support the Clinical Investigator Award Program | $150,000 |
| Eisner Health | |||||||
| 1530 S Olive St | Los Angeles | CA | 90015 | None | PC | To support capital campaign for Plaza del Valle community health center | $150,000 |
| Erie Family Health Center | |||||||
| 1701 W Superior Street | Chicago | IL | 60622 | None | PC | To expand access to behavioral health and psychiatric care | $100,000 |
| Greenville Free Medical Clinic | |||||||
| PO Box 8993 | Greenville | SC | 296048993 | None | PC | To support the expansion of three rural satellite clinics | $150,000 |
| Gundersen Lutheran Medical Foundation | |||||||
| 1836 South Avenue | La Crosse | WI | 54601 | None | PC | To support the expansion of the Mobile Medical program | $100,000 |
| Habitat for Humanity International | |||||||
| 285 Peachtree Center Ave NE | Atlanta | GA | 303031220 | None | PC | To support the implementation of Community Aging in Place | $300,000 |
| Hackensack Meridian Health | |||||||
| 343 Thornall St 7th Fl | Edison | NJ | 08837 | None | PC | To support an early career investigator in Aging research | $250,000 |
| Harbor House of Louisville Inc | |||||||
| 2231 Lower Hunters Trace | Louisville | KY | 40216 | None | PC | To support the creation of an Ingenerational Life Center for all ages and abilities | $150,000 |
| Home Centered Care Institute | |||||||
| 1900 East Golf Road Suite 950 | Schamburg | IL | 60173 | None | PC | To support general operations | $100,000 |
| Interfaith Dental | |||||||
| 600 Hill Avenue Suite 101 | Nashville | TN | 37210 | None | PC | To support general operations | $125,000 |
| Marc Lustgarten Pancreatic Cancer Foundation | |||||||
| 415 Crossways Park Drive Suite D | Woodbury | NY | 11797 | None | PC | To support the Career Development Awards in pancreatic cancer research | $150,000 |
| Martin Luther King Jr Community Hospital | |||||||
| 1680 E 120th Street | Los Angeles | CA | 90059 | None | PC | To support the Community Healthcare Graduate Medical Education Program | $200,000 |
| Massachusetts General Brigham Hospital | |||||||
| Office of the President 55 Fruit St | Boston | MA | 02114 | None | PC | To support CIH | $200,000 |
| Memorial Sloan Kettering Cancer Center | |||||||
| 1275 York Avenue | New York | NY | 10065 | None | PC | To support the Immuno-Oncology Fellowship program | $250,000 |
| Newport Hospital Foundation | |||||||
| 11 Friendship Street | Newport | RI | 02840 | None | PC | To support the establishment of an inpatient adolescent behavioral health unit | $150,000 |
| New York Genome Center | |||||||
| 101 Avenue of the Americas 7th Fl | New York | NY | 10013 | None | PC | To support genomic research to cure disease | $250,000 |
| Nova Southeastern University Inc | |||||||
| 3300 S University Dr | Fort Lauderdale | FL | 333282004 | None | PC | To support scholarships for undergraduate nursing students with financial need | $150,000 |
| Operation Smile | |||||||
| 3641 Faculty Boulevard | Virginia Beach | VA | 234539900 | None | PC | To support an Operation Smile Surgical Fellow and Nursing Fellow | $150,000 |
| Pediatric Brain Tumor Foundation of the US | |||||||
| 380 Knollwood St Suite H No125 | Winston Salem | NC | 27103 | None | PC | To support Early Career Development Research Program | $100,000 |
| Phoenix Children's Hospital | |||||||
| 2929 E Camelback Road No122 | Phoenix | AZ | 85016 | None | PC | To support implementation of a system-wide Suicide Screening Initiative | $250,000 |
| Primary Care Development Corporation | |||||||
| 45 Broadway Suite 530 | New York | NY | 10006 | None | PC | To provide financial management training for healthcare professionals | $125,000 |
| Project HOME | |||||||
| 1515 Fairmount Avenue | Philadelphia | PA | 19130 | None | PC | To support integrated healthcare for low-income and homeless patients | $100,000 |
| Remote Area Medical | |||||||
| 2200 Stock Creek Blvd | Rockford | TN | 37853 | None | PC | To support general operations | $150,000 |
| Saint Anthony Hospital Foundation | |||||||
| 2875 W 19th Street | Chicago | IL | 60623 | None | PC | To support the Community Health Worker Program | $100,000 |
| San Francisco General Hospital | |||||||
| 2789 - 25th St No2028 | San Francisco | CA | 94110 | None | PC | To support a capital campaign for the Outpatient Heath Center | $300,000 |
| Scripps Health | |||||||
| 10140 Campus Point Dr CPA400 | San Diego | CA | 921211513 | None | PC | To support capital campaign to expand Scripps Memorial Hospital-Encinitas | $250,000 |
| Simmons University | |||||||
| 300 The Fenway | Boston | MA | 021155898 | None | PC | To provide scholarships to undergraduate nursing students | $150,000 |
| Stanford Medicine | |||||||
| University Hall 485 Broadway | Redwood City | CA | 94063 | None | PC | To support research on metastatic prostate cancer | $150,000 |
| Sundari Foundation Inc | |||||||
| 3921 Alton Road No470 | Miami Beach | FL | 33140 | None | PC | To support the development of the Childrens Village at Lotus House | $150,000 |
| Texas Children's Hospital | |||||||
| 6621 Fannin Street | Houston | TX | 77030 | None | PC | To support the pursue of youth mental heath care under the Bridge Clinic Program | $300,000 |
| The Burke Rehabilitation Hospital | |||||||
| 785 Mamaroneck Avenue | White Plains | NY | 10605 | None | PC | To provide smart beds to enhance patient safety and health | $120,000 |
| The Children's Place at Home Safe | |||||||
| 2840 Sixth Avenue South | Lake Worth | FL | 33461 | None | PC | To support renovations for specialized therapeutic group care home for foster youth | $150,000 |
| The Headstrong Project | |||||||
| 4504 162nd Street Ste 203 | Flushing | NY | 11358 | None | PC | To provide mental health care for service members, veterans and their families | $100,000 |
| Translational Genomics Research Institute Fdn | |||||||
| 445 N Fifth Street No120 | Phoenix | AZ | 85004 | None | PC | To support pancreatic cancer research program | $250,000 |
| Venice Family Clinic | |||||||
| 604 Rose Avenue | Venice | CA | 90291 | None | PC | To support the expansion of heath care and social services for patients | $200,000 |
| Weill Medical College of Cornell University | |||||||
| 1300 York Avenue | New York | NY | 10065 | None | PC | To support the creation of the Center for the Study and Support of Caregivers | $300,000 |
| Zero to Three Natl Ctr for Infants Toddlers & Families | |||||||
| 2445 M Street NW Suite 600 | Washinton | DC | 20037 | None | PC | To support early childhood specialists through the HealthySteps program | $175,000 |
| Avondale House | |||||||
| 3737 OMeara | Houston | TX | 77025 | None | PC | To support the expansion of A Home to Call My Own initiative for individuals with autism | $150,000 |
| Bridge Over Troubled Waters | |||||||
| 47 West Street | Boston | MA | 021111203 | None | PC | To support independent, affordable housing program for formerly homeless youth | $100,000 |
| Bright Beginnings | |||||||
| 3418 4th Street SE | Washington | DC | 20032 | None | PC | To support programs and services for children experiencing housing instability | $100,000 |
| CA Court Appointed Special Advocates Assoc | |||||||
| 3525 Del Mar Heights Rd No243 | San Diego | CA | 92130 | None | PC | To support general operations | $150,000 |
| Community Fdn for the Central Savannah River Area | |||||||
| 720 St Sebastian Way Suite 160 | Augusta | GA | 30901 | None | PC | To provide Emergency Hurricane Helene Aid | $75,000 |
| Community Foundation of Greenville | |||||||
| 10 South Academy Street Suite 350 | Greenville | SC | 29601 | None | PC | To provide Emergency Hurricane Helene Aid | $100,000 |
| Community Foundation of Western NC | |||||||
| 4 Vanderbilt Park Drive Suite 300 | Asheville | NC | 28803 | None | PC | To provide Emergency Hurricane Helene Aid | $100,000 |
| Covenant House | |||||||
| 461 Eighth Avenue | New York | NY | 10001 | None | PC | To support Anti-Human trafficking program | $500,000 |
| Crossroads Rhode Island | |||||||
| 160 Broad Street | Providence | RI | 02903 | None | PC | To build an integrated health and housing facility for the medically vulnerable homeless | $100,000 |
| Delivering Good | |||||||
| 266 West 37th Street 22nd Fl | New York | NY | 10018 | None | PC | To support distribution of new clothing and low cost goods to low income residents | $100,000 |
| Delivering Good | |||||||
| 266 West 37th Street 22nd Fl | New York | NY | 10018 | None | PC | To provide Emergency Hurricane Helene Aid | $100,000 |
| Digital NEST | |||||||
| 349 Main Street Suite 201 | Watsonville | CA | 95076 | None | PC | To support youth from rural areas to explore career pathways in tech-focused careers | $100,000 |
| Downtown Women's Center | |||||||
| 442 S San Pedro Street | Los Angeles | CA | 90013 | None | PC | To support general operations | $100,000 |
| Family Legal Care | |||||||
| 55 Broadway Suite 2002 | New York | NY | 10006 | None | PC | To support general operations | $100,000 |
| Family Nurturing Center of MA | |||||||
| 200 Bowdoin Street | Dorchester | MA | 02122 | None | PC | To support general operations | $125,000 |
| Feeding America Tampa Bay | |||||||
| Building No6 4702 Transport Dr | Tampa | FL | 33605 | None | PC | To provide Emergency Hurricane Helene Aid | $125,000 |
| Food Pantries of the Capital District | |||||||
| 32 Essex Street | Albany | NY | 12206 | None | PC | To support general operations | $100,000 |
| Grace Institute of New York | |||||||
| 40 Rector St | New York | NY | 10006 | None | PC | To support general operations | $100,000 |
| Grameen America | |||||||
| 82-11 37th Avenue Suite 607 | Jackson Heights | NY | 11372 | None | PC | To support microfinance programs for women | $125,000 |
| Gulf Coast Housing Partnership | |||||||
| 1626A Oretha Castle Haley Blvd | New Orleans | LA | 70113 | None | PC | To support the expansion of the Health Housing initiative | $100,000 |
| Helpmate Inc | |||||||
| 35 Woodfin St | Asheville | NC | 28801 | None | PC | To provide expanded shelter for survivors of domestic violence | $100,000 |
| Hispanic Interest Coalition of Alabama | |||||||
| 117 Southcrest Drive | Homewood | AL | 35209 | None | PC | To support education, workforce and domestic violence assistance programs | $100,000 |
| Home Builders Institute | |||||||
| 1201 15th Street NW 6th Fl | Washington | DC | 20005 | None | PC | To support pre-apprenticeship training programs at BuildStrong Academies | $150,000 |
| Hour Children | |||||||
| 36-11 12th Street | Long Island City | NY | 11106 | None | PC | To support general operations | $100,000 |
| Kanbe's Markets | |||||||
| 3119 Terrace Street | Kansas City | MO | 64111 | None | PC | To support expansion of food access though Healthy Corners Stores program | $125,000 |
| Manna Foodbank | |||||||
| 627 Swannanoa River Road | Asheville | NC | 288052445 | None | PC | To provide Emergency Hurricane Helene Aid | $100,000 |
| National Boy Scouts of America Fdn | |||||||
| 1325 W Walnut Hill Lane | Irving | TX | 75038 | None | PC | To support general operations | $100,000 |
| Pacific Community Ventures | |||||||
| 1700 Broadway Suite 300 | Oakland | CA | 94612 | None | PC | To support the Business Advising Program | $200,000 |
| Roca | |||||||
| 101 Park Street | Chelsea | MA | 02150 | None | PC | To support renovations at Rocas youth flagship facility | $100,000 |
| Rubicon Programs | |||||||
| 2500 Bissell Avenue | Richmond | CA | 94804 | None | PC | To provide comprehensive reentry services to justice-involved individuals | $175,000 |
| Safe Harbor | |||||||
| PO Box 174 | Greenville | SC | 29602 | None | PC | To build an expanded domestic violence shelter | $100,000 |
| Samaritans Purse | |||||||
| PO Box 3000 | Boone | NC | 28607 | None | PC | To provide Emergency Hurricane Helene Aid | $100,000 |
| Second Harvest Food Bank of Northwest NC | |||||||
| 3330 Shorefair Drive | Winston Salem | NC | 27105 | None | PC | To provide Emergency Hurricane Helene Aid | $75,000 |
| South Asian Youth Action | |||||||
| 54-05 Seabury Street | Elmhurst | NY | 11373 | None | PC | To provide general operating support | $100,000 |
| St Bernard Project | |||||||
| 2645 Toulouse Street | New Orleans | LA | 70119 | None | PC | To provide Emergency Hurricane Helene Aid | $100,000 |
| Tampa Bay Resiliency Fund | |||||||
| 17755 US Highway 19 N Suite 150 | Clearwater | FL | 33764 | None | PC | To provide Emergency Hurricane Helene Aid | $150,000 |
| The Brotherhood Sister Sol | |||||||
| 512 West 143rd Street | New York | NY | 10031 | None | PC | To support general operations | $100,000 |
| The Catholic Charities of the Archdiocese of NY | |||||||
| 1011 First Avenue | New York | NY | 100224134 | None | PC | To support Feeding Our Neighbors and eviction Prevention programs | $150,000 |
| United Ministries | |||||||
| 606 Pendleton Street | Greenville | SC | 29601 | None | PC | To provide general operating support | $100,000 |
| United Ministries | |||||||
| 606 Pendleton Street | Greenville | SC | 29601 | None | PC | To provide Emergency Hurricane Helene Aid | $75,000 |
| United Way of Greater Houston | |||||||
| 50 Waugh Drive | Houston | TX | 77007 | None | PC | To support Navigator and Integrated Client Journey Services. | $200,000 |
| Women in Need (WIN) | |||||||
| One State Street Plaza 18th Floor | New York | NY | 10004 | None | PC | To support the Income Building Program for homeless mothers in Staten Island | $100,000 |
| Workshops for Warriors | |||||||
| 2970 Main St | San Diego | CA | 92113 | None | PC | To provide training and employment services for transitioning military veterans | $150,000 |
| University of California San Francisco | |||||||
| PO Box 0248 | San Francisco | CA | 94143 | None | PC | To support the Psychiatry Urology Depts. | $375,000 |
| Inner City Scholarship ( Partnership Schools) | |||||||
| 1011 First Avenue | New York | NY | 10022 | None | PC | To provide scholarships | $500,000 |
| Whitney Museum of American Art | |||||||
| 99 Gansevoort Street | New York | NY | 10014 | None | PC | To support the Hearst internship | $175,000 |
| New York-Presbyterian Hospital | |||||||
| 630 West 168st Street | New York | NY | 10032 | None | PC | To support new Cancer Building with a capital investment | $2,000,000 |
| Norton Museum of Art | |||||||
| 1450 S Dixie Highway | West Palm Beach | FL | 33401 | None | PC | To support the expansion and renovation of facility | $1,000,000 |
| University of the Incarnate Word | |||||||
| 4301 Broadway CPO 315 | San Antonio | TX | 78209 | None | PC | To provide equipment for the Health Professions Simulation Skills Center | $250,000 |
| Los Angeles County Museum of Art | |||||||
| 900 Exposition Blvd | Los Angeles | CA | 90007 | None | PC | To support the Building LACMA capital campaign | $500,000 |
| Columbia University in the City of NY | |||||||
| 615 West 131st Street | New York | NY | 10027 | None | PC | To establish the WRH Journalism scholarship | $500,000 |
| The Paley Center for Media | |||||||
| 25 West 52nd Street | New York | NY | 10019 | None | PC | To establish the Hearst HS Media Internship | $500,000 |
| Pioneer Works Art Foundation | |||||||
| 159 Pioneer Street | Brooklyn | NY | 11231 | None | PC | To support the construction of a public observatory | $350,000 |
| Allegheny College | |||||||
| 520 N Main St | Meadville | PA | 16335 | None | PC | USSYP scholarship | $2,500 |
| Barnard College | |||||||
| 3009 Broadway | New York | NY | 10027 | None | PC | USSYP scholarship | $5,000 |
| Black Hills State University | |||||||
| 1200 University St | Spearfish | SD | 57799 | None | PC | USSYP scholarship | $2,500 |
| Boston College | |||||||
| 140 Commonwealth Avenue | Chestnut Hill | MA | 02467 | None | PC | USSYP scholarship | $7,500 |
| Boston University | |||||||
| 233 Bay State Road | Boston | MA | 02215 | None | PC | USSYP scholarship | $10,000 |
| Brown University | |||||||
| 69 Brown Street | Providence | RI | 02912 | None | PC | USSYP scholarship | $34,150 |
| College of the Holy Cross | |||||||
| 1 College Street | Worcester | MA | 01610 | None | PC | USSYP scholarship | $5,000 |
| Columbia University | |||||||
| 533 W 218th St | New York | NY | 10034 | None | PC | USSYP scholarship | $40,000 |
| Cornell University | |||||||
| 130 E Seneca St Suite 400 | Ithaca | NY | 14850 | None | PC | USSYP scholarship | $3,750 |
| Dartmouth College | |||||||
| 6016 McNutt Hall | Hanover | NH | 03755 | None | PC | USSYP scholarship | $35,000 |
| Davidson College | |||||||
| 405 N Main St | Davidson | NC | 28035 | None | PC | USSYP scholarship | $9,000 |
| Duke University | |||||||
| 614 Chapel Drive Box 90563 | Durham | NC | 27708 | None | PC | USSYP scholarship | $25,000 |
| George Washington University | |||||||
| 800 21st Street NW | Washington | DC | 20052 | None | PC | USSYP scholarship | $12,500 |
| Georgetown University | |||||||
| 3700 O St NW | Washington | DC | 20057 | None | PC | USSYP scholarship | $42,500 |
| Grand Canyon University | |||||||
| 3300 W Camelback Road | Phoenix | AZ | 85017 | None | PC | USSYP scholarship | $10,000 |
| Harvard University | |||||||
| 86 Brattle Street | Cambridge | MA | 02138 | None | PC | USSYP scholarship | $147,500 |
| Howard University | |||||||
| 2400 6th St NW | Washington | DC | 20059 | None | PC | USSYP scholarship | $5,000 |
| Idaho State University | |||||||
| 921 S 8th Ave | Pocatello | ID | 83209 | None | PC | USSYP scholarship | $5,000 |
| Indiana University | |||||||
| 107 S Indiana Ave | Bloomington | IN | 47405 | None | PC | USSYP scholarship | $5,000 |
| Johns Hopkins University | |||||||
| 3400 N Charles St | Baltimore | MD | 212182683 | None | PC | USSYP scholarship | $10,000 |
| La Moyne College | |||||||
| 1419 Salt Springs Road | Syracuse | NY | 13214 | None | PC | USSYP scholarship | $5,000 |
| Marquette University | |||||||
| 1250 W Wisconsin Ave | Milwaukee | WI | 53233 | None | PC | USSYP scholarship | $2,500 |
| Marshall University | |||||||
| 1 John Marshall Dr | Huntington | WV | 25755 | None | PC | USSYP scholarship | $10,000 |
| Middlebury College | |||||||
| 14 Old Chapel Rd | Middlebury | VT | 05753 | None | PC | USSYP scholarship | $10,000 |
| Massachusetts Institute of Technology | |||||||
| 77 Massachusetts Ave | Cambridge | MA | 02139 | None | PC | USSYP scholarship | $20,000 |
| Northwestern University | |||||||
| 1841 Sheridan Road | Evanston | IL | 60208 | None | PC | USSYP scholarship | $5,000 |
| Oklahoma State University | |||||||
| 601 North Willis St | Stillwater | OK | 74078 | None | PC | USSYP scholarship | $2,500 |
| Pomona University | |||||||
| 333 N College Way | Claremont | CA | 91711 | None | PC | USSYP scholarship | $2,500 |
| Princeton University | |||||||
| 201 Nassau Street | Princeton | NJ | 08540 | None | PC | USSYP scholarship | $5,000 |
| Roger Williams University | |||||||
| 1 Old Ferry Rd | Bristol | RI | 02809 | None | PC | USSYP scholarship | $2,500 |
| Saint Catherine University | |||||||
| 2004 Randolph Ave | St Paul | MN | 55105 | None | PC | USSYP scholarship | $2,500 |
| South Dakota University | |||||||
| 414 E Clark St | Vermillion | SD | 57069 | None | PC | USSYP scholarship | $12,500 |
| Stanford University | |||||||
| Montag Hall 355 Galvez St | Stanford | CA | 94305 | None | PC | USSYP scholarship | $49,750 |
| University of California Berkeley | |||||||
| 103 Cross-Sproul Path | Berkeley | CA | 94720 | None | PC | USSYP scholarship | $15,000 |
| University of CA Los Angeles | |||||||
| 405 Hilgard Avenue | Los Angeles | CA | 90095 | None | PC | USSYP scholarship | $10,000 |
| University of Denver | |||||||
| 1201 Larimer St Suite 1119 | Denver | CO | 80204 | None | PC | USSYP scholarship | $2,500 |
| University of Florida | |||||||
| 210 Gerson Hall PO Box 117166 | Gainesville | FL | 32611 | None | PC | USSYP scholarship | $12,500 |
| University of Georgia | |||||||
| 215 S Jackson St | Athens | GA | 30602 | None | PC | USSYP scholarship | $7,500 |
| University of Illnois - Urbana | |||||||
| 901 W Illinois St | Urbana | IL | 61801 | None | PC | USSYP scholarship | $2,500 |
| University of Kansas | |||||||
| 1450 Jayhawk Blvd | Lawrence | KS | 66045 | None | PC | USSYP scholarship | $5,000 |
| University of Maine at Orono | |||||||
| 168 College Ave | Orono | ME | 04469 | None | PC | USSYP scholarship | $5,000 |
| Univesity of Michigan | |||||||
| 1109 Geddes Ave | Ann Arbor | MI | 481091079 | None | PC | USSYP scholarship | $15,000 |
| University of Minnesota | |||||||
| 100 Church Street SE | Minneapolis | MN | 554550213 | None | PC | USSYP scholarship | $5,000 |
| University of Nebraska at Lincoln | |||||||
| 1400 R St | Lincoln | NE | 68588 | None | PC | USSYP scholarship | $2,500 |
| University of North Alabama | |||||||
| 1 Harrison Plaza | Florence | AL | 35632 | None | PC | USSYP scholarship | $2,500 |
| University of North Carolina | |||||||
| 200 E Cameron Ave | Chapel Hill | NC | 27514 | None | PC | USSYP scholarship | $12,500 |
| University of North Dakota | |||||||
| 3501 University Ave Stop 8357 | Grand Forks | ND | 582028357 | None | PC | USSYP scholarship | $10,000 |
| University of Notre Dame | |||||||
| 100 Campus Distribution Center | Notre Dame | IN | 46556 | None | PC | USSYP scholarship | $2,500 |
| University of Pennsylvania | |||||||
| 3535 Market Street Suite 850 | Philadelphia | PA | 19104 | None | PC | USSYP scholarship | $52,500 |
| University of Richmond | |||||||
| 410 Westhampton Way | Richmond | VA | 23173 | None | PC | USSYP scholarship | $2,500 |
| University of South Carolina | |||||||
| 911 Sumter Street | Columbia | SC | 29201 | None | PC | USSYP scholarship | $2,500 |
| University of South Dakota | |||||||
| 414 E Clark St | Vermillion | SD | 57069 | None | PC | USSYP scholarship | $2,500 |
| University of Texas at Austin | |||||||
| 110 Inner Campus Drive | Austin | TX | 78705 | None | PC | USSYP scholarship | $5,000 |
| University of Tulsa | |||||||
| 800 S Tucker Dr | Tulsa | OK | 74104 | None | PC | USSYP scholarship | $5,000 |
| University of Virginia | |||||||
| Peabody Hall PO Box 400160 | Charlottesville | VA | 22905 | None | PC | USSYP scholarship | $37,500 |
| University of Wyoming | |||||||
| 1000 E University Ave | Laramie | WY | 82071 | None | PC | USSYP scholarship | $5,000 |
| US Air Force Academy | |||||||
| 2304 Cadet Drive | Colorado Springs | CO | 80840 | None | PC | USSYP scholarship | $20,000 |
| Vanderbilt University | |||||||
| 2305 West End Ave | Nashville | TN | 37203 | None | PC | USSYP scholarship | $2,500 |
| Washington & Lee University | |||||||
| 204 West Washington St | Lexington | VA | 24450 | None | PC | USSYP scholarship | $2,500 |
| Washington University MO | |||||||
| 1 Brookings Dr | St Louis | MO | 63130 | None | PC | USSYP scholarship | $5,000 |
| West Virginia University | |||||||
| PO Box 6878 | Morgantown | WV | 26506 | None | PC | USSYP scholarship | $10,000 |
| Wichita State University | |||||||
| 1845 Fairmount St | Wichita | KS | 67260 | None | PC | USSYP scholarship | $5,000 |
| Williams College | |||||||
| 880 Main St | Williamstown | MA | 01267 | None | PC | USSYP scholarship | $15,000 |
| Yale University | |||||||
| 38 Hillhouse Ave | New Haven | CT | 06511 | None | PC | USSYP scholarship | $93,500 |
| Arizona State University | |||||||
| 555 N Central Ave Suite 302 | Phoenix | AZ | 85004 | None | PC | JAP scholarship | $32,000 |
| Drake University | |||||||
| 2805 University Ave | Des Moines | IA | 50311 | None | PC | JAP scholarship | $7,500 |
| Elon University | |||||||
| 2850 Campus Box | Elon | NC | 27244 | None | PC | JAP scholarship | $2,000 |
| Hampton University | |||||||
| 546 E Queen St | Hampton | VA | 23668 | None | PC | JAP scholarship | $6,000 |
| Hofstra University | |||||||
| 111 Hofstra University | Hempstead | NY | 11549 | None | PC | JAP scholarship | $2,000 |
| Indiana University | |||||||
| 601 E Kirkwood Ave | Bloomington | IN | 47405 | None | PC | JAP scholarship | $10,000 |
| Iowa State University | |||||||
| 613 Wallace Road | Ames | IA | 50011 | None | PC | JAP scholarship | $1,000 |
| Louisiana State University | |||||||
| 1146 Pleasant Hall | Baton Rouge | LA | 70803 | None | PC | JAP scholarship | $1,500 |
| Michigan State University | |||||||
| 404 Wilson Road Room 305 | East Lansing | MI | 48824 | None | PC | JAP scholarship | $9,000 |
| Ohio University | |||||||
| Schoonover Ctr 200 1 Ohio Univer | Athens | OH | 45701 | None | PC | JAP scholarship | $7,000 |
| Oklahoma State University | |||||||
| 206 Paul Miller Bldg | Stillwater | OK | 74078 | None | PC | JAP scholarship | $1,500 |
| Pennsylvania State University | |||||||
| 201 Carnegie Bldg | University Park | PA | 16802 | None | PC | JAP scholarship | $5,500 |
| San Francisco State University | |||||||
| 1600 Holloway Avenue | San Francisco | CA | 94132 | None | PC | JAP scholarship | $4,500 |
| Syracuse University | |||||||
| 215 University Place | Syracuse | NY | 13244 | None | PC | JAP scholarship | $56,000 |
| University of Florida | |||||||
| PO Box 118400 | Gainesville | FL | 32611 | None | PC | JAP scholarship | $25,000 |
| University of Iowa | |||||||
| E305 Adler Journalism Bldg | Iowa City | IA | 52242 | None | PC | JAP scholarship | $23,500 |
| University of Maryland | |||||||
| 2200D Knight Hall 7765 Alumni Dr | College Park | MD | 20742 | None | PC | JAP scholarship | $4,000 |
| University of Missouri | |||||||
| 120 Neff Hall | Columbia | MO | 65211 | None | PC | JAP scholarship | $29,500 |
| University of Montana | |||||||
| 32 Campus Dr | Missoula | MT | 59812 | None | PC | JAP scholarship | $4,500 |
| University of Nevada-Reno | |||||||
| MS 310 1664 N Virginia Street | Reno | NV | 89557 | None | PC | JAP scholarship | $2,000 |
| University of North Carolina at Chapel Hill | |||||||
| Campus Box 3365 | Chapel Hill | NC | 275993365 | None | PC | JAP scholarship | $150,000 |
| University of Oregon | |||||||
| 1275 University of Oregon | Eugene | OR | 97403 | None | PC | JAP scholarship | $5,500 |
| Western Kentucky University | |||||||
| 1906 College Heights Blvd No11070 | Bowling Green | KY | 42101 | None | PC | JAP scholarship | $44,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,926,150 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Alamo Trust | |||||||
| 1451 S Olive Ave | West Palm Beach | FL | 33401 | None | PC | To support a capital campaign for the Vistors Center and 4D Theater Lobby | $1,500,000 |
| The Julliard School | |||||||
| 5905 Wilshire Blvd | Los Angeles | CA | 90036 | None | PC | To provide scholarships in the performing arts | $500,000 |
| New York Botanical Garden | |||||||
| 2900 Southern Boulevard | Bronx | NY | 104585126 | None | PC | To support educational programs | $375,000 |
| Beacon Education | |||||||
| 4100 Sunglow Drive | Wilmington | NC | 28405 | None | PC | To support girls leadership programs at GLOWS Academy | $250,000 |
| Yale University | |||||||
| 3 Prospect Street | New Haven | CT | 06511 | None | PC | To support RULER for recognizing, understanding, labeling, expressing regulating emotions | $650,000 |
| Harvard University | |||||||
| Massachusetts Hall | Cambridge | MA | 02138 | None | PC | To support undergraduate financial aid through the Phobe Apperson Hearst Scholarship | $1,500,000 |
| American Federation for Aging Research | |||||||
| 55 West 39th St 16th Fl | New York | NY | 10018 | None | PC | To support research in aging | $225,000 |
| Weill Medical College of Cornell University | |||||||
| 1300 York Avenue | New York | NY | 10065 | None | PC | To support the creation of the Center for the Study and Support of Caregivers | $300,000 |
| Memorial Sloan Kettering Cancer Center | |||||||
| 1275 York Avenue | New York | NY | 10065 | None | PC | To support the Immuno-Oncology Fellowship program | $250,000 |
| New York Genome Center | |||||||
| 101 Avenue of the Americas 7th Fl | New York | NY | 10013 | None | PC | To support genomic research to cure disease | $500,000 |
| Covenant House | |||||||
| 461 Eighth Avenue | New York | NY | 10001 | None | PC | To support Anti-Human trafficking program | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,550,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,059,338 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net investment income | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $65,079,606 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $69,138,944 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,138,944 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Audit | $98,835 | $98,835 |
| Tax | $140,691 | $234,191 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Election for Treatment of Unused Prior Year Corpus Distributions Pursuant to IRC Section 4942g3 and | FormAndLineReferenceDesc |
| Medium Explanation | Election for Treatment of Unused Prior Year Corpus Distributions Pursuant to IRC Section 4942g)3) and Reg. 53.4942a)3c)2)iv) the Foundation elects to treat unused prior tax years distributions that were treated as corpus distributions as distributions from corpus in the current tax year. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (91 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIB GROUP PLC SR UNSECURED 2029-09-30 | $143,275 | $143,275 |
| ADVENTIST HEALTH SYS/W SR UNSECURED 5.76 2034-12-31 | $82,800 | $82,800 |
| AIB GROUP PLC SR UNSECURED 144A VAR 2035-03-15 | $137,083 | $137,083 |
| AERCAP IRELAND CAP/GLOBA COMPANY GUAR 2.45 2026-10-29 | $343,164 | $343,164 |
| AGCO CORP COMPANY GUAR 5.80 2034-03-15 | $61,313 | $61,313 |
| AIRCASTLE / IRELAND DAC SR UNSECURED 144A 5.75 2031-10-02 | $103,505 | $103,505 |
| AMEREN MISSOURI SEC FU I SR SECURED 4.85 2041-10-01 | $205,193 | $205,193 |
| ATT INC SR UNSECURED 1.65 2028-02-01 | $284,209 | $284,209 |
| ATT INC SR UNSECURED 2.30 2027-06-01 | $48,521 | $48,521 |
| AVOLON HOLDINGS FNDG LTD COMPANY GUAR 144A 5.75 2029-11-01 | $186,627 | $186,627 |
| BANK OF AMERICA CORP SR UNSECURED 1 3.42 2028-12-20 | $76,231 | $76,231 |
| BANK OF AMERICA CORP SR UNSECURED 4.50 2032-04-19 | $98,393 | $98,393 |
| BAYER US FINANCE II LLC COMPANY GUAR 4.25 2025-12-15 | $272,320 | $272,320 |
| BMW VEHICLE OWNER TRUST BMWOT 2024 A A3 2024-12-31 | $135,927 | $135,927 |
| BOSTON PROPERTIES LP SR UNSECURED 3.40 2029-06-21 | $176,111 | $176,111 |
| CIGNA CORP COMPANY GUAR 4.38 2028-10-15 | $178,054 | $178,054 |
| CITIGROUP INC SUBORDINATED 2039-09-30 | $100,522 | $100,522 |
| CVS HEALTH CORP SR UNSECURED 5.40 2029-06-15 | $226,284 | $226,284 |
| CROWN CASTLE INTL CORP SR UNSECURED 3.80 2028-02-15 | $215,005 | $215,005 |
| CVS HEALTH CORP SR UNSECURED 4.30 2028-03-25 | $75,044 | $75,044 |
| DISCOVERY COMMUNICATIONS COMPANY GUAR 3.95 2028-03-20 | $227,130 | $227,130 |
| DISCOVERY COMMUNICATIONS COMPANY GUAR 3.63 2030-05-15 | $102,438 | $102,438 |
| DUKE ENERGY CORP SR UNSECURED 2.45 2030-06-01 | $180,235 | $180,235 |
| DANSKE BANK A/S 144A 03/30 VAR 2030-03-10 | $138,972 | $138,972 |
| ENBRIDGE INC COMPANY GUAR 4.25 2026-12-01 | $123,938 | $123,938 |
| ENEL FINANCE INTL NV COMPANY GUAR 144A 06/34 5.5 5.50 2034-06-15 | $135,628 | $135,628 |
| EQUITABLE HOLDINGS INC SR UNSECURED 4.35 2028-04-20 | $461,353 | $461,353 |
| HONDA AUTO RECEIVABLES OWNER T HAROT 2024 2 A3 2024-12-31 | $209,509 | $209,509 |
| MORGAN STANLEY SR UNSECURED 3.13 2026-07-27 | $103,780 | $103,780 |
| NATWEST GROUP PLC SR UNSECURED 2027-06-14 | $145,847 | $145,847 |
| PHILLIPS EDISON GROCERY COMPANY GUAR 5.75 2034-07-01 | $109,793 | $109,793 |
| STRYKER CORP SR UNSECURED 4.25 2029-09-01 | $86,027 | $86,027 |
| SWEPCO STORM RECOVERY FU SR SECURED 4.88 2041-09-15 | $196,247 | $196,247 |
| PUBLIC SERVICE ENTERPRIS SR UNSECURED 1.60 2030-08-15 | $171,241 | $171,241 |
| T MOBILE USA INC SR SECURED 144A 2.05 2028-02-15 | $338,014 | $338,014 |
| T MOBILE USA INC SR SECURED 144A 3.50 2025-04-15 | $158,299 | $158,299 |
| WARNERMEDIA HOLDINGS INC COMPANY GUAR 144A 4.05 2029-03-15 | $81,632 | $81,632 |
| WARNERMEDIA HOLDINGS INC COMPANY GUAR 4.28 2032-03-22 | $76,708 | $76,708 |
| WELLS FARGO COMPANY SR UNSECURED 2.39 2028-06-02 | $266,612 | $266,612 |
| GOLDEN ST TOBACCO SECURITIZATI GLDGEN 3.00 2046-06-01 | $299,252 | $299,252 |
| LLOYDS BANKING GROUP PLC SR UNSECURED 2027-05-11 | $335,687 | $335,687 |
| NISSAN AUTO RECEIVABLES OWNER NAROT 2024 A A3 2024-12-31 | $227,886 | $227,886 |
| UNICREDIT SPA SR UNSECURED 2027-06-03 | $165,307 | $165,307 |
| rounding | $3 | $3 |
| BANK OF AMERICA CORP SUBORDINATED 2037-03-01 | $113,536 | $113,536 |
| CANADIAN NATL RESOURCES SR UNSECURED 5.85 2035-02-15 | $156,871 | $156,871 |
| EXPAND ENERGY CORP SR UNSECURED 5.70 2035-01-11 | $118,400 | $118,400 |
| ENERGY TRANSFER LP SR UNSECURED 5.60 2034-09-25 | $306,798 | $306,798 |
| ENERGY TRANSFER LP SR UNSECURED 3.75 2030-05-01 | $181,611 | $181,611 |
| GENUINE PARTS CO SR UNSECURED 1.75 2025-02-15 | $144,235 | $144,235 |
| JPMORGAN CHASE CO SR UNSECURED VAR 2030-04-30 | $305,444 | $305,444 |
| LLOYDS BANKING GROUP PLC SR UNSECURED 1.00 2026-02-05 | $136,748 | $136,748 |
| MACQUARIE GROUP LTD SR UNSECURED 144A VAR 2032-06-23 | $163,806 | $163,806 |
| MORGAN STANLEY SUBORDINATED VAR 5.30 2037-04-01 | $53,941 | $53,941 |
| TOYOTA AUTO RECEIVABLES OWNER TAOT 2024 B A3 2024-12-31 | $408,526 | $408,526 |
| US BANCORP SR UNSECURED 01/30 VAR 2030-01-01 | $53,904 | $53,904 |
| BACARDI LTD / MARTINI BV SR UNSECURED 5.40 2033-06-01 | $214,994 | $214,994 |
| CITIBANK NA SR UNSECURED 5.80 2028-09-30 | $309,587 | $309,587 |
| COLUMBIA PIPELINES OPCO SR UNSECURED 144A 5.93 2030-08-01 | $36,687 | $36,687 |
| FORD MOTOR CREDIT CO LLC SR UNSECURED 6.80 2028-11-01 | $142,042 | $142,042 |
| HIGHWOODS REALTY LP SR UNSECURED 7.65 2034-02-01 | $98,136 | $98,136 |
| INTESA SANPAOLO SPA 144A 7.20 2033-11-01 | $154,984 | $154,984 |
| MAGNA INTERNATIONAL INC SR UNSECURED 5.98 2026-03-01 | $206,299 | $206,299 |
| MET LIFE GLOB FUNDING I SR SECURED 144A 5.15 2033-03-12 | $302,680 | $302,680 |
| MORGAN STANLEY SR UNSECURED 2029-02-01 | $80,415 | $80,415 |
| NATIONAL SECS CLEARING SR UNSECURED 144A 5.00 2028-05-01 | $312,830 | $312,830 |
| PNC FINANCIAL SERVICES SR UNSECURED 2034-08-01 | $87,538 | $87,538 |
| PNC FINANCIAL SERVICES SR UNSECURED 2034-10-01 | $62,847 | $62,847 |
| T MOBILE USA INC COMPANY GUAR 5.05 2033-07-01 | $82,552 | $82,552 |
| TEXAS NATURAL GAS SECURITIZTN TNGUTL FIXED 5.10 2035-04-01 | $63,665 | $63,665 |
| TEXAS NATURAL GAS SECURITIZTN TNGUTL 5.17 2041-04-01 | $170,099 | $170,099 |
| US BANCORP SR UNSECURED 2034-06-01 | $18,865 | $18,865 |
| WELLS FARGO COMPANY SR UNSECURED 2029-07-01 | $140,573 | $140,573 |
| BOEING CO/THE SR UNSECURED 6.53 2034-05-01 | $141,456 | $141,456 |
| BOSTON PROPERTIES LP SR UNSECURED 5.75 2035-01-01 | $77,273 | $77,273 |
| CENCORA INC SR UNSECURED 5.15 2035-02-15 | $126,957 | $126,957 |
| CHASE AUTO OWNER TRUST CHAOT 2024 1A A3 144A 2024-12-31 | $157,946 | $157,946 |
| COUSINS PROPERTIES LP COMPANY GUAR 5.38 2032-02-02 | $24,907 | $24,907 |
| DEUTSCHE BANK NY 5.41 2029-05-01 | $151,640 | $151,640 |
| DIAMONDBACK ENERGY INC COMPANY GUAR 5.40 2034-04-01 | $105,807 | $105,807 |
| FORD CREDIT AUTO OWNER TRUST FORDO 2024 A A3 2024-12-31 | $283,548 | $283,548 |
| GENERAL MOTORS FINL CO COMPANY GUAR 5.60 2031-06-01 | $78,529 | $78,529 |
| GENERAL MOTORS FINL CO SR UNSECURED 5.75 2031-02-01 | $50,695 | $50,695 |
| GENERAL MOTORS FINL CO SR UNSECURED 5.95 2034-04-01 | $121,953 | $121,953 |
| GLP CAPITAL LP / FIN II COMPANY GUAR 5.63 2034-09-01 | $188,837 | $188,837 |
| GM FINANCIAL SECURITIZED TERM GMCAR 2024 2 A3 2024-12-31 | $199,363 | $199,363 |
| KILROY REALTY LP COMPANY GUAR 6.25 2036-01-30 | $42,840 | $42,840 |
| MERCEDES BENZ FIN NA COMPANY GUAR 144A 4.85 2029-01-01 | $190,409 | $190,409 |
| PROLOGIS TARGETED US COMPANY GUAR 144A 5.25 2029-04-01 | $36,044 | $36,044 |
| PROLOGIS TARGETED US COMPANY GUAR 144A 5.50 2034-04-01 | $80,971 | $80,971 |
| WELLS FARGO COMPANY SR UNSECURED VAR 2034-12-01 | $110,037 | $110,037 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (415 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2337 shares of ABERCROMBIE FITCH CO | $349,354 | $349,354 |
| 19749 shares of ABBOTT LABORATORIES | $2,233,810 | $2,233,810 |
| 5521 shares of ACCENTURE PLC CL A | $1,942,253 | $1,942,253 |
| 6071 shares of ADOBE INC | $2,699,548 | $2,699,548 |
| 12192 shares of ADVANCED MICRO DEVICES | $1,472,702 | $1,472,702 |
| 1851 shares of ADVANTEST CORP | $108,311 | $108,311 |
| 4873 shares of AGCO CORP | $455,559 | $455,559 |
| 367 shares of AKAMAI TECHNOLOGIES INC | $35,075 | $35,075 |
| 6374 shares of ALBANY INTL CORP CL A | $509,761 | $509,761 |
| 2091 shares of ALEXANDER BALDWIN INC REIT | $37,098 | $37,098 |
| 2441 shares of ALNYLAM PHARMACEUTICALS INC | $574,501 | $574,501 |
| 910 shares of ALIGN TECHNOLOGY INC | $189,651 | $189,651 |
| 16244 shares of ALPHABET INC CL A | $3,075,075 | $3,075,075 |
| 9596 shares of ALKAMI TECHNOLOGY INC | $351,977 | $351,977 |
| 14384 shares of ALPHABET INC CL C | $2,739,332 | $2,739,332 |
| 5004 shares of AMBARELLA INC | $363,959 | $363,959 |
| 42292 shares of AMAZON.COM INC | $9,278,395 | $9,278,395 |
| 5209 shares of AMERISAFE INC | $268,482 | $268,482 |
| 5485 shares of AMERICAN AXLE MFG HOLDINGS | $31,980 | $31,980 |
| 2842 shares of AMPHENOL CORP CL | $197,360 | $197,360 |
| 1178 shares of ANALOG DEVICES INC | $250,183 | $250,183 |
| 207 shares of ANSYS INC | $69,826 | $69,826 |
| 56739 shares of APPLE INC | $14,208,254 | $14,208,254 |
| 1792 shares of APPLIED INDUSTRIAL TECH INC | $429,056 | $429,056 |
| 2012 shares of APPLIED MATERIALS INC | $327,275 | $327,275 |
| 1254 shares of APPFOLIO INC | $309,465 | $309,465 |
| 4980 shares of ARES MANAGEMENT CORP | $881,656 | $881,656 |
| 37558 shares of ARISTA NETWORKS INC | $4,151,316 | $4,151,316 |
| 964 shares of ASML HOLDING NV | $677,765 | $677,765 |
| 3359 shares of ASTERA LABS INC | $444,841 | $444,841 |
| 3478 shares of ARTHUR J GALLAGHER CO | $987,180 | $987,180 |
| 2087 shares of ASSURED GUARANTY LTD | $187,860 | $187,860 |
| 1481 shares of ARMSTRONG WORLD INDUSTRIES | $209,240 | $209,240 |
| 15490 shares of ATRICURE INC | $473,389 | $473,389 |
| 6076 shares of AUTODESK INC | $1,795,754 | $1,795,754 |
| 11515 shares of AXALTA COATING SYSTEMS LTD | $394,045 | $394,045 |
| 1244 shares of AXON ENTERPRISE INC | $739,356 | $739,356 |
| 12214 shares of BALDWIN INSURANCE GROUP INC | $473,422 | $473,422 |
| 2125 shares of BANCFIRST CORP | $248,984 | $248,984 |
| 5829 shares of BATH BODY WORKS INC | $226,010 | $226,010 |
| 973 shares of BEACON ROOFING SUPPLY INC | $98,867 | $98,867 |
| 4606 shares of BELLRING BRANDS INC | $347,018 | $347,018 |
| 8170 shares of BERRY GLOBAL GROUP INC | $528,367 | $528,367 |
| 4496 shares of BILL HOLDINGS INC | $380,886 | $380,886 |
| 18661 shares of BLOOM ENERGY CORP | $414,451 | $414,451 |
| 2478 shares of BLACK HILLS CORP | $145,000 | $145,000 |
| 4738 shares of BIO TECHNE CORP | $341,251 | $341,251 |
| 3470 shares of BRIGHT HORIZONS FAMILY SOLUT | $384,681 | $384,681 |
| 3110 shares of BRINK S CO | $288,555 | $288,555 |
| 15819 shares of BRAZE INC | $662,520 | $662,520 |
| 11266 shares of BROADCOM INC | $2,611,808 | $2,611,808 |
| 2468 shares of BRADY CORPORATION | $182,226 | $182,226 |
| 9001 shares of BROOKLINE BANCORP INC | $106,211 | $106,211 |
| 1988 shares of BOOT BARN HOLDINGS INC | $301,775 | $301,775 |
| 3269 shares of BRINKER INTERNATIONAL INC | $432,516 | $432,516 |
| 2169 shares of CABOT CORP | $198,084 | $198,084 |
| 2685 shares of CADENCE DESIGN SYS INC | $806,878 | $806,878 |
| 2330 shares of CANON INC | $76,529 | $76,529 |
| 1218 shares of CARLISLE COS INC | $449,244 | $449,244 |
| 395 shares of CAPGEMINI SE | $64,654 | $64,654 |
| 2594 shares of CARPENTER TECHNOLOGY | $440,281 | $440,281 |
| 812 shares of CARTER S INC | $44,014 | $44,014 |
| 1086 shares of CASEY S GENERAL STORES INC | $430,189 | $430,189 |
| 44335 shares of CCC INTELLIGENT SOLUTIONS HO | $520,050 | $520,050 |
| 308 shares of CDW CORP/DE | $53,681 | $53,681 |
| 9356 shares of CENTRAL GARDEN AND PET CO | $309,215 | $309,215 |
| 4267 shares of CELANESE CORP | $295,301 | $295,301 |
| 19534 shares of CELSIUS HOLDINGS INC | $514,538 | $514,538 |
| 460 shares of CGI INC | $50,296 | $50,296 |
| 5165 shares of CHATHAM LODGING TRUST REIT | $46,224 | $46,224 |
| 5030 shares of CHENIERE ENERGY INC | $1,080,860 | $1,080,860 |
| 3569 shares of CHIPOTLE MEXICAN GRILL INC | $215,210 | $215,210 |
| 10946 shares of CLEARWATER ANALYTICS HDS A | $301,238 | $301,238 |
| 1400 shares of CINTAS CORP | $255,837 | $255,837 |
| 9715 shares of CISCO SYSTEMS INC | $575,136 | $575,136 |
| 17802 shares of CITIZENS FINANCIAL GROUP | $779,034 | $779,034 |
| 8030 shares of CNO FINANCIAL GROUP INC | $298,785 | $298,785 |
| 1151 shares of COGNIZANT TECH SOLUTIONS | $88,498 | $88,498 |
| 988 shares of COLUMBIA SPORTSWEAR CO | $82,897 | $82,897 |
| 20240 shares of CONCENTRIX CORP | $214,428 | $214,428 |
| 36944 shares of CONFLUENT INC | $1,032,958 | $1,032,958 |
| 8024 shares of COPART INC | $460,510 | $460,510 |
| 9541 shares of CONMED CORP | $652,989 | $652,989 |
| 112 shares of CONSTELLATION SOFTWARE INC | $146,167 | $146,167 |
| 1784 shares of CORNING INC | $84,783 | $84,783 |
| 31962 shares of COUPANG INC | $702,521 | $702,521 |
| 23733 shares of COSTAR GROUP INC | $1,699,022 | $1,699,022 |
| 576 shares of CROWDSTRIKE HOLDINGS INC | $197,234 | $197,234 |
| 5586 shares of CULLEN/FROST BANKERS INC | $749,944 | $749,944 |
| 1777 shares of CROWN HOLDINGS INC | $146,908 | $146,908 |
| 4304 shares of CVB FINANCIAL CORP | $92,158 | $92,158 |
| 4051 shares of CUSHMAN WAKEFIELD PLC | $52,985 | $52,985 |
| 14558 shares of DUN BRADSTREET HOLDINGS IN | $181,397 | $181,397 |
| 1527 shares of DASSAULT SYSTEMES SE | $52,975 | $52,975 |
| 1107 shares of DELTA ELECTRONICS | $72,678 | $72,678 |
| 10768 shares of DIGITALOCEAN HOLDINGS INC | $366,864 | $366,864 |
| 19148 shares of DEVON ENERGY CORP | $626,711 | $626,711 |
| 4455 shares of DEXCOM INC | $346,430 | $346,430 |
| 5257 shares of DATADOG INC | $751,197 | $751,197 |
| 206 shares of DISCO CORP COMMON STOCK | $55,907 | $55,907 |
| 5158 shares of DAYFORCE INC | $374,662 | $374,662 |
| 731 shares of DELL TECHNOLOGIES | $84,201 | $84,201 |
| 20261 shares of DENTSPLY SIRONA INC | $384,554 | $384,554 |
| 1197 shares of DOMINO S PIZZA INC | $502,345 | $502,345 |
| 3337 shares of DOORDASH INC | $559,719 | $559,719 |
| 10343 shares of DOXIMITY INC | $552,212 | $552,212 |
| 3290 shares of ELASTIC NV | $325,975 | $325,975 |
| 9212 shares of ELF BEAUTY INC | $1,156,572 | $1,156,572 |
| 2546 shares of ENERGIZER HOLDINGS INC | $88,842 | $88,842 |
| 315 shares of ENPHASE ENERGY INC | $21,607 | $21,607 |
| 2505 shares of ENSIGN GROUP INC/THE | $332,842 | $332,842 |
| ELI LILLY CO | $1,304,341 | $1,304,341 |
| 7985 shares of ENVISTA HOLDINGS CORP | $154,033 | $154,033 |
| 134 shares of EPAM SYSTEMS INC | $31,412 | $31,412 |
| 3493 shares of EQUIFAX INC | $890,166 | $890,166 |
| 7285 shares of ERICSSON LM B SHS | $59,262 | $59,262 |
| 6306 shares of ESCO TECHNOLOGIES INC | $840,004 | $840,004 |
| 5504 shares of ESAB CORP | $660,140 | $660,140 |
| 433 shares of FAIR ISAAC CORP | $861,077 | $861,077 |
| 2810 shares of FTAI AVIATION LTD | $404,784 | $404,784 |
| 4702 shares of FLOWERS FOODS INC | $97,143 | $97,143 |
| 11385 shares of FIRST HAWAIIAN INC | $295,436 | $295,436 |
| 137 shares of F5 INC COMMON STOCK | $34,473 | $34,473 |
| 6974 shares of FISERV INC | $1,432,630 | $1,432,630 |
| 167 shares of FIRST CITIZENS BCSHS | $351,938 | $351,938 |
| 15285 shares of FIRST WATCH RESTAURANT GROUP | $284,451 | $284,451 |
| 241 shares of FIRST SOLAR INC | $42,400 | $42,400 |
| 3016 shares of FIVE BELOW | $316,543 | $316,543 |
| 8499 shares of FIVE9 INC | $345,408 | $345,408 |
| 38610 shares of FNB CORP | $570,651 | $570,651 |
| 18945 shares of FORTINET INC | $1,789,924 | $1,789,924 |
| 6464 shares of FRESHPET INC | $957,311 | $957,311 |
| 1731 shares of FRONTDOOR INC | $94,617 | $94,617 |
| 21317 shares of FRESHWORKS INC | $344,689 | $344,689 |
| 2879 shares of FUJIFILM HOLDINGS CORP | $60,612 | $60,612 |
| 4250 shares of FUJITSU LTD | $75,698 | $75,698 |
| 3428 shares of GARTNER INC | $1,660,659 | $1,660,659 |
| 994 shares of GE VERNOVA INC | $326,910 | $326,910 |
| 3619 shares of GENPACT LTD | $155,437 | $155,437 |
| 1751 shares of GENTHERM INC | $69,919 | $69,919 |
| 7197 shares of GERMAN AMERICAN BANCORP | $289,460 | $289,460 |
| 1270 shares of GEN DIGITAL INC | $34,775 | $34,775 |
| 2551 shares of GUIDEWIRE SOFTWARE INC | $430,070 | $430,070 |
| 5655 shares of GITLAB INC | $318,643 | $318,643 |
| 11628 shares of GLOBUS MEDICAL INC | $961,764 | $961,764 |
| 341 shares of GODADDY INC | $67,235 | $67,235 |
| 4065 shares of GRANITE CONSTRUCTION INC | $356,501 | $356,501 |
| 20367 shares of GRAPHIC PACKAGING HOLDING CO | $553,175 | $553,175 |
| 4455 shares of GRIFFON CORP | $317,524 | $317,524 |
| 1953 shares of GREIF INC | $119,395 | $119,395 |
| 13061 shares of GUARDANT HEALTH INC | $399,004 | $399,004 |
| 22249 shares of HANESBRANDS INC | $181,105 | $181,105 |
| 13229 shares of HAYWARD HOLDINGS INC | $202,265 | $202,265 |
| 30382 shares of HEALTHCARE REALTY TRUST INC REIT | $615,842 | $615,842 |
| 829 shares of HALMA PLC | $27,930 | $27,930 |
| 6148 shares of HALOZYME THERAPEUTICS INC | $293,946 | $293,946 |
| 11985 shares of HEALTHEQUITY INC | $1,149,919 | $1,149,919 |
| 4219 shares of HEICO CORP | $785,154 | $785,154 |
| 5285 shares of HEXAGON AB | $50,506 | $50,506 |
| 3293 shares of HEWLETT PACKARD ENTERPRISE | $70,300 | $70,300 |
| 7396 shares of HILLENBRAND INC | $227,639 | $227,639 |
| 4208 shares of HORACE MANN EDUCATORS | $165,099 | $165,099 |
| 19382 shares of HON HAI PRECISION | $215,427 | $215,427 |
| 13808 shares of HOPE BANCORP INC | $169,698 | $169,698 |
| 3825 shares of HILTON WORLDWIDE HOLDINGS IN | $945,299 | $945,299 |
| 1127 shares of HUBSPOT INC | $785,142 | $785,142 |
| 2245 shares of HP INC | $73,246 | $73,246 |
| 555 shares of HYSTER YALE MATERIALS | $28,276 | $28,276 |
| 5483 shares of HOWMET AEROSPACE INC | $599,715 | $599,715 |
| 2193 shares of INGREDION INC | $301,716 | $301,716 |
| 16051 shares of INARI MEDICAL INC | $819,412 | $819,412 |
| 3187 shares of INFINEON TECHNOLOGIES AG | $103,609 | $103,609 |
| 4318 shares of INSPIRE MEDICAL SYSTEMS INC | $800,498 | $800,498 |
| 7204 shares of INTEGRA LIFESCIENCES HOLDING | $163,381 | $163,381 |
| 10410 shares of INTEL CORP | $208,724 | $208,724 |
| 2598 shares of ICU MEDICAL INC | $403,092 | $403,092 |
| 2224 shares of INTL BUSINESS MACHINES CORP | $488,793 | $488,793 |
| 3115 shares of INTUIT INC | $1,957,494 | $1,957,494 |
| 4219 shares of INSULET CORP | $1,101,571 | $1,101,571 |
| 4421 shares of IRHYTHM TECHNOLOGIES INC | $398,638 | $398,638 |
| 8294 shares of INTAPP INC | $531,536 | $531,536 |
| 2193 shares of J J SNACK FOODS CORP | $340,253 | $340,253 |
| 4363 shares of JAMES RIVER GROUP HOLDINGS L | $21,246 | $21,246 |
| 9002 shares of JELD WEN HOLDING INC C | $73,723 | $73,723 |
| 7135 shares of JBT MAREL CORP | $906,887 | $906,887 |
| 14839 shares of JFROG LTD | $436,425 | $436,425 |
| 685 shares of JUNIPER NETWORKS INC | $25,643 | $25,643 |
| 291 shares of KADANT INC | $100,497 | $100,497 |
| 6741 shares of KEMPER CORP | $447,879 | $447,879 |
| 2054 shares of KENNAMETAL INC | $49,326 | $49,326 |
| 48263 shares of KEYCORP | $827,231 | $827,231 |
| 480 shares of KEYENCE CORP | $197,309 | $197,309 |
| 395 shares of KEYSIGHT TECHNOLOGIES | $63,527 | $63,527 |
| 9204 shares of KITE REALTY GROUP TRUST | $232,304 | $232,304 |
| 321 shares of KLA CORP | $202,128 | $202,128 |
| 21352 shares of KENVUE INC | $455,855 | $455,855 |
| 2125 shares of KOPPERS HOLDINGS INC | $68,844 | $68,844 |
| 3359 shares of KYOCERA CORP | $33,669 | $33,669 |
| 3171 shares of LAM RESEARCH CORP | $229,023 | $229,023 |
| 2742 shares of LANCASTER COLONY CORP | $474,694 | $474,694 |
| 206 shares of LASERTEC CORP | $19,868 | $19,868 |
| 5291 shares of LATTICE SEMICONDUCTOR CORP | $299,760 | $299,760 |
| 12800 shares of LIFE TIME GROUP HOLDINGS INC | $283,141 | $283,141 |
| 415 shares of LOGITECH INTERNATIONAL | $34,337 | $34,337 |
| 4469 shares of LIVANOVA PLC | $206,957 | $206,957 |
| 16489 shares of MARVELL TECHNOLOGY GROUP LTD | $1,821,227 | $1,821,227 |
| 5459 shares of MASTERCARD INC A | $2,874,380 | $2,874,380 |
| 1075 shares of MATSON INC | $145,010 | $145,010 |
| 2378 shares of MAXIMUS INC | $177,548 | $177,548 |
| 2426 shares of MERCURY SYSTEMS INC | $101,908 | $101,908 |
| 5278 shares of META PLATFORMS INC | $3,090,166 | $3,090,166 |
| 3259 shares of MERIT MEDICAL SYSTEMS INC | $315,227 | $315,227 |
| 4459 shares of MODINE MANUFACTURING CO | $516,892 | $516,892 |
| 7368 shares of MGP INGREDIENTS INC | $290,089 | $290,089 |
| 1272 shares of MICROCHIP TECHNOLOGY INC | $72,957 | $72,957 |
| 2744 shares of MICRON TECHNOLOGY INC | $230,913 | $230,913 |
| 36832 shares of MICROSOFT CORP | $15,524,863 | $15,524,863 |
| 4373 shares of MILLERKNOLL INC | $98,786 | $98,786 |
| 2420 shares of MONOLITHIC POWER SYSTEMS INC | $1,432,043 | $1,432,043 |
| 396 shares of MOTOROLA SOLUTIONS INC | $183,123 | $183,123 |
| 7180 shares of MRC GLOBAL INC | $91,766 | $91,766 |
| 4284 shares of MSA SAFETY INC | $710,138 | $710,138 |
| 4866 shares of MURATA MANUFACTURING CO LTD | $79,255 | $79,255 |
| 4089 shares of NCR ATLEOS CORP | $138,683 | $138,683 |
| 2502 shares of NOVANTA INC | $382,197 | $382,197 |
| 21356 shares of NOVO NORDISK A/S SPONS ADR | $1,837,011 | $1,837,011 |
| 10987 shares of NCR VOYIX CORP | $152,064 | $152,064 |
| 617 shares of NEC CORP | $53,853 | $53,853 |
| 42119 shares of NEOGENOMICS INC | $511,325 | $511,325 |
| 498 shares of NETAPP INC | $57,843 | $57,843 |
| 2241 shares of NETFLIX INC | $1,997,736 | $1,997,736 |
| 6511 shares of NEUROCRINE BIOSCIENCES INC | $888,818 | $888,818 |
| 5415 shares of NEXTRACKER INC | $197,803 | $197,803 |
| 13299 shares of NOKIA OYJ | $58,863 | $58,863 |
| 960 shares of NOMURA RESEARCH INSTITUTE LT | $28,447 | $28,447 |
| 9140 shares of NOMAD FOODS LTD | $153,370 | $153,370 |
| 1006 shares of NORTHWESTERN CORP | $53,755 | $53,755 |
| 1439 shares of NTT DATA CORP | $27,751 | $27,751 |
| 101659 shares of NVIDIA CORP | $13,651,846 | $13,651,846 |
| 609 shares of NXP SEMICONDUCTORS NV | $126,509 | $126,509 |
| 11001 shares of NUTANIX INC | $673,041 | $673,041 |
| 2982 shares of OLLIE S BARGAIN OUTLET HOLDING | $327,168 | $327,168 |
| 685 shares of OBIC CO LTD | $20,468 | $20,468 |
| 8626 shares of OLIN CORP | $291,559 | $291,559 |
| 8910 shares of OMNICELL INC | $396,694 | $396,694 |
| 480 shares of OMRON CORP | $16,342 | $16,342 |
| 32424 shares of OLD NATIONAL BANCORP | $703,758 | $703,758 |
| 730 shares of OPEN TEXT CORP | $20,648 | $20,648 |
| 17266 shares of ORACLE | $2,877,161 | $2,877,161 |
| 20327 shares of OCEANEERING INTL INC | $530,123 | $530,123 |
| 20905 shares of ONESTREAM INC | $596,219 | $596,219 |
| 5004 shares of PALOMAR HOLDINGS INC | $528,327 | $528,327 |
| 31309 shares of PATTERSON UTI ENERGY INC | $258,615 | $258,615 |
| 4891 shares of PALANTIR TECHNOLOGIES INC | $369,918 | $369,918 |
| 3644 shares of PAYCOM SOFTWARE INC | $746,988 | $746,988 |
| 12139 shares of PEBBLEBROOK HOTEL TRUST REIT | $164,481 | $164,481 |
| 5329 shares of PEGASYSTEMS INC | $496,676 | $496,676 |
| 3187 shares of PENUMBRA INC | $756,897 | $756,897 |
| 14394 shares of PHREESIA INC | $362,148 | $362,148 |
| 3427 shares of PJT PARTNERS INC | $540,831 | $540,831 |
| 4969 shares of PLANET FITNESS INC | $491,314 | $491,314 |
| 12918 shares of PINTEREST INC | $374,625 | $374,625 |
| 7627 shares of PORTLAND GENERAL ELECTRIC CO | $332,675 | $332,675 |
| 2742 shares of POST HOLDINGS INC | $313,813 | $313,813 |
| 8047 shares of PRIMO BRANDS CORP | $247,601 | $247,601 |
| 292 shares of PTC INC | $53,688 | $53,688 |
| 2786 shares of PROCEPT BIOROBOTICS CORP | $224,347 | $224,347 |
| 22824 shares of PURE STORAGE INC | $1,402,108 | $1,402,108 |
| 2705 shares of QUALCOMM INC | $415,491 | $415,491 |
| 4887 shares of RADIAN GROUP INC | $155,017 | $155,017 |
| 9377 shares of RANGE RESOURCES CORP | $337,368 | $337,368 |
| 1793 shares of RAYONIER INC REIT | $46,799 | $46,799 |
| 1337 shares of RBC BEARINGS INC | $399,821 | $399,821 |
| 4181 shares of RENESAS ELECTRONICS CORP | $54,445 | $54,445 |
| 4479 shares of REPLIGEN CORP C | $644,739 | $644,739 |
| 13945 shares of RESIDEO TECHNOLOGIES INC | $321,429 | $321,429 |
| 5758 shares of RB GLOBAL INC | $519,387 | $519,387 |
| 1371 shares of RICOH CO LTD | $15,801 | $15,801 |
| 12680 shares of REVOLVE GROUP INC | $424,662 | $424,662 |
| 251 shares of ROPER TECHNOLOGIES INC | $130,412 | $130,412 |
| 4724 shares of ROSS STORES INC | $714,587 | $714,587 |
| 2238 shares of SAGE GROUP PLC | $35,679 | $35,679 |
| 2324 shares of SALESFORCE.COM INC | $777,070 | $777,070 |
| 85 shares of SAMSUNG ELECTRO PFD | $64,594 | $64,594 |
| 2473 shares of SAP SE | $605,114 | $605,114 |
| 474 shares of SAMSUNG SDI CO 144A REGS GDR | $430,999 | $430,999 |
| 206 shares of SCREEN HOLDINGS CO LTD | $12,417 | $12,417 |
| 2053 shares of SCIENCE APPLICATIONS INTE | $229,466 | $229,466 |
| 524 shares of SEAGATE TECHNOLOGY | $45,197 | $45,197 |
| 2567 shares of SELECTIVE INSURANCE GROUP | $240,056 | $240,056 |
| 5929 shares of SENSIENT TECHNOLOGIES CORP | $422,492 | $422,492 |
| 7917 shares of SERVISFIRST BANCSHARES INC | $670,853 | $670,853 |
| 2474 shares of SERVICENOW INC | $2,623,125 | $2,623,125 |
| 1371 shares of SHAKE SHACK INC | $177,935 | $177,935 |
| 16107 shares of SI BONE INC | $225,825 | $225,825 |
| 22387 shares of SHOPIFY INC | $2,380,493 | $2,380,493 |
| 1337 shares of SK HYNIX INC GDS | $157,885 | $157,885 |
| 3057 shares of SIMMONS FIRST NATL CORP | $67,804 | $67,804 |
| 2197 shares of SILGAN HOLDINGS INC | $114,342 | $114,342 |
| 12749 shares of SMARTSHEET INC | $714,316 | $714,316 |
| 20984 shares of SIMPLY GOOD FOODS CO | $817,962 | $817,962 |
| 1988 shares of SIMPSON MANUFACTURING CO INC | $329,623 | $329,623 |
| 3866 shares of SITEONE LANDSCAPE SUPPLY INC | $509,483 | $509,483 |
| 9767 shares of SKYWARD SPECIALTY INSURANCE | $493,636 | $493,636 |
| 351 shares of SKYWORKS SOLUTIONS INC | $31,121 | $31,121 |
| 2502 shares of SOUTHWEST GAS HOLDINGS INC | $176,901 | $176,901 |
| 3187 shares of SPROUTS FARMERS MARKET INC | $404,998 | $404,998 |
| 6128 shares of SPIRE INC | $415,639 | $415,639 |
| 3407 shares of STANDEX INTERNATIONAL CORP | $636,988 | $636,988 |
| 531 shares of STONEX GROUP INC | $52,042 | $52,042 |
| 3797 shares of STRIDE INC | $394,646 | $394,646 |
| 1497 shares of STMICROELECTRONICS NV | $37,218 | $37,218 |
| 5518 shares of STOCK YARDS BANCORP INC | $395,118 | $395,118 |
| 1282 shares of SUPER MICRO COMPUTER INC | $39,067 | $39,067 |
| 1271 shares of SYNOPSYS INC | $617,113 | $617,113 |
| 10504 shares of TAIWAN SEMICONDUCTOR SP ADR | $2,074,447 | $2,074,447 |
| 8568 shares of TANDEM DIABETES CARE INC | $308,610 | $308,610 |
| 4263 shares of TEGNA INC | $77,976 | $77,976 |
| 5141 shares of TDK CORP | $67,791 | $67,791 |
| 720 shares of TE CONNECTIVITY LTD | $102,894 | $102,894 |
| 104 shares of TELEDYNE TECHNOLOGIES INC | $48,355 | $48,355 |
| 180 shares of TEMENOS AG | $12,702 | $12,702 |
| 10086 shares of TENABLE HOLDINGS INC | $397,185 | $397,185 |
| 3096 shares of THERMO FISHER SCIENTIFIC INC | $1,610,654 | $1,610,654 |
| 5202 shares of TRADE DESK INC/THE | $611,431 | $611,431 |
| 371 shares of TERADYNE INC | $46,693 | $46,693 |
| 4032 shares of TEREX CORP | $186,342 | $186,342 |
| 12906 shares of TETRA TECHNOLOGIES INC | $46,205 | $46,205 |
| 6440 shares of TRADEWEB MARKETS INC | $843,062 | $843,062 |
| 2204 shares of TEXAS INSTRUMENTS INC | $413,202 | $413,202 |
| 1165 shares of TOKYO ELECTRON LTD | $179,312 | $179,312 |
| 2385 shares of TIMKEN CO | $170,187 | $170,187 |
| 3276 shares of TRANSCAT INC | $346,437 | $346,437 |
| 7220 shares of TXNM ENERGY INC | $354,984 | $354,984 |
| 559 shares of TRI POINTE GROUP INC | $20,255 | $20,255 |
| 537 shares of TRIMBLE INC | $37,971 | $37,971 |
| 6590 shares of TRIMAS CORP | $162,056 | $162,056 |
| 125102 shares of TYLER TECHNOLOGIES INC | $59,286 | $59,286 |
| 16998 shares of UBER TECHNOLOGIES INC | $1,025,344 | $1,025,344 |
| 12797 shares of UGI CORP | $361,273 | $361,273 |
| 2886 shares of UNITED BANKSHARES INC | $108,355 | $108,355 |
| 9253 shares of UNITED MICROELECTRON SP ADR | $60,053 | $60,053 |
| 37612 shares of UNDER ARMOUR INC | $311,425 | $311,425 |
| 1448 shares of UNITEDHEALTH GROUP INC | $732,287 | $732,287 |
| 7540 shares of URBAN OUTFITTERS INC | $413,774 | $413,774 |
| 33524 shares of UTZ BRANDS INC | $524,984 | $524,984 |
| 4298 shares of VERADIGM INC | $41,908 | $41,908 |
| 16037 shares of VALLEY NATIONAL BANCORP | $145,299 | $145,299 |
| 4372 shares of VEEVA SYSTEMS INC | $919,131 | $919,131 |
| 3701 shares of VERISK ANALYTICS INC | $1,019,251 | $1,019,251 |
| 6182 shares of VERINT SYSTEMS INC | $169,709 | $169,709 |
| 179 shares of VERISIGN INC | $37,024 | $37,024 |
| 5826 shares of VALVOLINE INC | $210,787 | $210,787 |
| 4866 shares of VERACYTE INC | $192,713 | $192,713 |
| 3825 shares of VERICEL CORP | $210,011 | $210,011 |
| 11466 shares of VISA INC | $3,623,838 | $3,623,838 |
| 7355 shares of VERTIV HOLDINGS CO | $835,551 | $835,551 |
| 2574 shares of WATTS WATER TECHNOLOGIES | $523,244 | $523,244 |
| 6357 shares of WASTE CONNECTIONS INC | $1,090,663 | $1,090,663 |
| 7026 shares of WAFD INC | $226,504 | $226,504 |
| 855 shares of WESTERN DIGITAL CORP | $50,967 | $50,967 |
| 4001 shares of WEST PHARMACEUTICAL SERVICES | $1,310,725 | $1,310,725 |
| 219 shares of WHITE MOUNTAINS INSURANCE GP | $425,285 | $425,285 |
| 476 shares of WISETECH GLOBAL LTD | $35,706 | $35,706 |
| 7540 shares of WSFS FINANCIAL CORP | $400,580 | $400,580 |
| 388 shares of XERO LTD | $40,488 | $40,488 |
| 36190 shares of XIAOMI CORP | $160,732 | $160,732 |
| 135 shares of ZEBRA TECHNOLOGIES CORP | $52,150 | $52,150 |
| 9298 shares of ZOETIS INC | $1,514,990 | $1,514,990 |
| 116 shares of ASM INTERNATIONAL NV | $67,027 | $67,027 |
| 3249 shares of AXIS CAPITAL HOLDINGS LTD | $287,917 | $287,917 |
| 4106 shares of AZENTA INC | $205,283 | $205,283 |
| 3831 shares of BROADSTONE NET LEASE INC REIT | $60,768 | $60,768 |
| 9930 shares of BRUKER CORP | $582,078 | $582,078 |
| 2653 shares of KIRBY CORP | $280,642 | $280,642 |
| 14257 shares of KRATOS DEFENSE SECURITY | $376,093 | $376,093 |
| 8270 shares of LKQ CORP | $303,908 | $303,908 |
| 17273 shares of LUCKY STRIKE ENTERTAINMENT | $172,899 | $172,899 |
| 5483 shares of LUMENTUM HOLDINGS INC | $460,328 | $460,328 |
| 2363 shares of MAGNERA CORP | $42,942 | $42,942 |
| 2550 shares of MARRIOTT VACATIONS WORLD | $228,969 | $228,969 |
| 1069 shares of MSC INDUSTRIAL DIRECT CO | $79,863 | $79,863 |
| 2493 shares of MSCI INC | $1,495,748 | $1,495,748 |
| 3672 shares of OLD DOMINION FREIGHT LINE | $647,825 | $647,825 |
| rounding | $1 | $1 |
| 2248 shares of ABM INDUSTRIES INC | $115,062 | $115,062 |
| 5932 shares of ADVANCE AUTO PARTS INC | $280,539 | $280,539 |
| 9975 shares of AIRBNB INC | $1,310,804 | $1,310,804 |
| 6902 shares of AZEK CO INC | $327,646 | $327,646 |
| 203 shares of BE SEMICONDUCTOR INDUSTRIES | $27,794 | $27,794 |
| 1213 shares of DUOLINGO | $393,354 | $393,354 |
| 7060 shares of DUTCH BROS INC | $369,794 | $369,794 |
| 7437 shares of ENERPAC TOOL GROUP CORP | $305,578 | $305,578 |
| 6725 shares of ENTEGRIS INC | $666,144 | $666,144 |
| 16745 shares of FIRST FINL BANKSHARES INC | $603,650 | $603,650 |
| 311 shares of JABIL INC | $44,779 | $44,779 |
| 1134 shares of ON SEMICONDUCTOR | $71,479 | $71,479 |
| 1582 shares of PALO ALTO NETWORKS INC | $287,852 | $287,852 |
| 1950 shares of VULCAN MATERIALS CO | $501,604 | $501,604 |
| 6887 shares of WORKDAY INC | $1,773,546 | $1,773,546 |
| 10340 shares of OPENLANE INC | $205,150 | $205,150 |
| 11466 shares of ROBLOX CORP | $663,445 | $663,445 |
| 3736 shares of RUBRIK INC | $244,155 | $244,155 |
| 6700 shares of SEMTECH CORP | $414,394 | $414,394 |
| 10343 shares of SENSATA TECHNOLOGIES HOLDING | $283,398 | $283,398 |
| 27622 shares of SENTINELONE INC | $613,218 | $613,218 |
| 684 shares of SERVICETITAN INC | $70,368 | $70,368 |
| 4866 shares of UPSTART HOLDINGS INC | $299,629 | $299,629 |
| 8739 shares of VERTEX INC | $466,231 | $466,231 |
| 13475 shares of VICTORIA S SECRET CO | $558,149 | $558,149 |
| 7107 shares of VISTRA CORP | $979,859 | $979,859 |
| 5141 shares of VITA COCO CO INC/THE | $189,741 | $189,741 |
| 10206 shares of WAYSTAR HOLDING CORP | $374,557 | $374,557 |
| 3015 shares of ZSCALER INC | $543,965 | $543,965 |
| 31891 shares of DYNATRACE INC | $1,733,248 | $1,733,248 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $14,253,148 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $14,253,148 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,479,415 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,479,415 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (22 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARROWSTREET EAFE ALPHA EXTENSION FUND II | FMV | $37,757,070 | $37,757,070 |
| JPMORGAN GLOBAL EMERGING MARKETS DISCOVERY FUND | FMV | $26,289,252 | $26,289,252 |
| MFS INSTITUIONAL INTERNATIONAL EQUITY FUND | FMV | $24,860,239 | $24,860,239 |
| REDWHEEL EMERGING MARKETS EQUITY FUND, LTD | FMV | $27,065,865 | $27,065,865 |
| PARVUS EUROPEAN ABSOLUTE OPPORTUNITIES FUND | FMV | $79,109,854 | $79,109,854 |
| MARSHALL WACE EUREKA FUND | FMV | $41,931,229 | $41,931,229 |
| GALTERE SIDEPOCKET-TWIN RIVERS FARM | FMV | $1,332,774 | $1,332,774 |
| MATTHEWS ASIA EX CHINA | FMV | $51,486,451 | $51,486,451 |
| BLACKROCK EQUITY INDEX FUND B | FMV | $1,287,522 | $1,287,522 |
| BLACKROCK EQUITY INDEX FUND B | FMV | $162,395,102 | $162,395,102 |
| MONDRIAN EMERGING MARKETS LP | FMV | $20,772,121 | $20,772,121 |
| PARTNERS GROUP HEARST OPPORTUNITIES FUND, LP | FMV | $91,245,215 | $91,245,215 |
| SIGULER GUFF OPPORTUNITIES FUND | FMV | $50,616,530 | $50,616,530 |
| BLACKSTONE REAL ESTATE V | FMV | $12,608 | $12,608 |
| BLACKSTONE REAL ESTATE VI | FMV | $3,566 | $3,566 |
| EUROPA FUND III LP | FMV | $16,032 | $16,032 |
| TISHMAN SPEYER BRAZIL FEEDER II A. LP | FMV | $114,381 | $114,381 |
| TISHMAN SPEYER CHINA FEEDER | FMV | $39,302 | $39,302 |
| WESTBROOK REAL ESTATE FUND VI | FMV | $28,537 | $28,537 |
| WESTBROOK REAL ESTATE FUND VII | FMV | $823,169 | $823,169 |
| WESTBROOK REAL ESTATE FUND VIII | FMV | $510,528 | $510,528 |
| SSGA | FMV | $19,934,587 | $19,934,587 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $38,135 | LegalFeesAmt |
| Disbursements Charitable Prps | $38,135 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Antique Doors | $4,798 | $4,798 | $4,798 |
| Operating Leases | $845,007 | $532,003 | $532,003 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (22 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Equipment Rental | $8,369 | $8,356 |
| Payroll Preparation | $15,863 | $15,863 |
| Outside Services | $24,247 | $24,319 |
| Office Supplies | $38,701 | $38,113 |
| Photography Services/ Supplies | $29,362 | $29,362 |
| Telephone | $11,447 | $11,638 |
| Postage Delivery | $25,303 | $24,828 |
| Computers- Repairs Supplies | $93,443 | $90,213 |
| Computers- Communication | $67,357 | $67,393 |
| Management Information Systems | $1,020 | $1,005 |
| Foundation Dues | $46,539 | $50,301 |
| General Insurance | $64,167 | $63,486 |
| Bank Service Charges | $529 | $491 |
| Dues Subscriptions | $6,383 | $4,773 |
| Computers- Washington Week | $28,237 | $28,237 |
| Telephone -- Washington | $1,498 | $1,498 |
| Telephone -- DC | $3,548 | $3,494 |
| JAP Stipend reimbursement | $192,500 | $192,500 |
| USSYP Stipend Application review reimbursement | $49,000 | $49,000 |
| Security | $149,767 | $149,767 |
| Computers-DC | $850 | $850 |
| rounding | $1 | $1 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Net investment income | $65,079,606 | |
| Partnership income | $704,261 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | unrealized gains | Desc |
| Amt | $53,967,732 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Deferred Tax Liability | $4,033,598 | $4,632,819 |
| Due to the Hearst Foundation | $33,225 | $89,070 |
| Operating lease liabilities | $886,057 | $570,646 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Manager | $1,446,720 | $1,446,720 | |
| Investment Custodians | $168,572 | $168,572 | |
| Investment-Consultants | $64,702 | $64,702 | |
| Program Consultants | $381,267 | $381,267 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign taxes | $19,893 | $19,893 | |
| FICA | $171,646 | $171,646 | |
| NYSUI Expense | $2,411 | $2,411 | |
| VASUI Expense | $16 | $16 | |
| CASUI Expense | $672 | $672 | |
| Non-income taxes | $4,777 | $4,777 | |
| Income Taxes | $1,631,206 | ||
| NY Metro Expense | $507 | $507 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mondrian Emerging Markets | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 N Market St Suite 4001 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19890 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203583794 | EIN |
| Desc | Distribution of interest income | Desc |
| Amt | $143,200 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,200 | TotalAmt |