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SURDNA FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SURDNA FOUNDATION INC (EIN 13-6108163)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-11
IRS object ID
201641329349101614
Schema version
2014v6.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-11T09:50:54-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100175001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136108163EIN

Business Name BusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line1330 MADISON AVENUE 30TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100175001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARC DE VENOGEPersonNm
Person TitleVP FINANCEPersonTitleTxt
Phone2125570010PhoneNum
Signature2016-05-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPaul HammerschmidtPreparerPersonNm
PTINP01384178PTIN
Phone2128858000PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,009,456,314FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$14,485,517ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7,217InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,217InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,074,340DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,442,090DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$24,368,246NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$163,708,936GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$55,482,618CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$116,508,177OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$8,672,849OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$162,443,497TotalRevAndExpnssAmt
Total Net Invst Incm$81,604,774TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,085,223CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$126,481CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,874,422CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,292,095OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,292,095OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,267,750PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$28,123PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$1,220,878PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$67,265LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$10,952LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$56,313LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$95,135AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$21,013AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$74,122AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,216,781OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,040,600OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,176,181OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,686,102TaxesRevAndExpnssAmt
Taxes Net Invst Incm$291,489TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$190,769DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss$987,503OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$987,503OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$569,198TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$569,198TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$24,954PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$24,954PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$722,738OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,192,467OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$722,738OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,205,513TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,711,125TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,998,404TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$34,242,585ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$35,581,985ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$47,448,098TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,711,125TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$43,580,389TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$114,995,399ExcessRevenueOverExpensesAmt
Net Investment Income$68,893,649NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$40,953,951SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$28,241,912SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$28,241,912SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$0PrepaidExpensesBOYAmt
Prepaid Expenses EOY$141,650PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$141,650PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$2,760,791USGovernmentObligationsBOYAmt
Corporate Stock BOY$24,481,268CorporateStockBOYAmt
Corporate Stock EOY$25,528,563CorporateStockEOYAmt
Corporate Stock EOYFMV$25,528,563CorporateStockEOYFMVAmt
Other Investments BOY$956,336,542OtherInvestmentsBOYAmt
Other Investments EOY$953,933,926OtherInvestmentsEOYAmt
Other Investments EOYFMV$953,933,926OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,962,379LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,307,096LandBldgEquipAccumDeprecAmt
Land BOY$709,914LandBOYAmt
Land EOY$655,283LandEOYAmt
Land EOYFMV$655,283LandEOYFMVAmt
Other Assets BOY$11,805,408OtherAssetsBOYAmt
Other Assets EOY$954,980OtherAssetsEOYAmt
Other Assets EOYFMV$954,980OtherAssetsEOYFMVAmt
Total Assets BOY$1,037,047,874TotalAssetsBOYAmt
Total Assets EOY$1,009,456,314TotalAssetsEOYAmt
Total Assets EOYFMV$1,009,456,314TotalAssetsEOYFMVAmt
Accounts Payable BOY$779,963AccountsPayableBOYAmt
Accounts Payable EOY$1,965,509AccountsPayableEOYAmt
Grants Payable BOY$24,334,700GrantsPayableBOYAmt
Grants Payable EOY$22,995,300GrantsPayableEOYAmt
Other Liabilities BOY$10,279,610OtherLiabilitiesBOYAmt
Total Liabilities BOY$35,394,273TotalLiabilitiesBOYAmt
Total Liabilities EOY$24,960,809TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,001,653,601UnrestrictedBOYAmt
Unrestricted EOY$984,495,505UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,001,653,601TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$984,495,505TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,037,047,874TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,009,456,314TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,001,653,601TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$114,995,399ExcessRevenueOverExpensesAmt
Subtotal$1,116,649,000SubtotalAmt
Other Decreases$132,153,495OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$984,495,505TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SALE OF PUBLICLY TRADED SECURITIES$126,461,356$108,226,318$18,235,038$18,235,038
NET CAPITAL GAIN FROM PARTNERSHIPS$37,247,580$37,247,580$37,247,580
FieldValueIRS element (for citing)
Capital Gain Net Income$55,482,618CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$47,409,793AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$946,120,213NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05011DistributionYr1Rt
Adjusted Qlfy Distri Yr2$41,554,950AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$840,389,978NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049447DistributionYr2Rt
Adjusted Qlfy Distri Yr3$43,775,695AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$798,039,355NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054854DistributionYr3Rt
Adjusted Qlfy Distri Yr4$44,549,863AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$796,727,524NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.055916DistributionYr4Rt
Adjusted Qlfy Distri Yr5$40,373,154AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$750,471,060NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053797DistributionYr5Rt
Total Distribution0.264124TotalDistributionRt
Average Distribution0.052825AverageDistributionRt
Net Vl Noncharitable Assets$999,233,846NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$52,784,528AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$688,936NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$53,473,464AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$43,921,076QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,377,873InvestmentIncomeExciseTaxAmt
Subtotal$1,377,873SubtotalAmt
Tax Based On Investment Income$1,377,873TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,927,109EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,927,109TotalPaymentsAndCreditsAmt
Overpayment$549,236OverpaymentAmt
Applied To ES Tax$549,236AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Persons With Books Name PersonsWithBooksName

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

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1330 MADISON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (20 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PHILLIP HENDERSON
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001PRESIDENT40.0$553,564$103,268$0
MARC DE VENOGE
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001CFO AND ASSISTANT TREASURER40.0$421,602$93,743$0
SHARON ALPERT
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001VP PROGRAMS40.0$253,593$67,271$0
LETICIA PEGUERO
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001EXECUTIVE DIRECTOR40.0$196,262$39,288$0
SHAWN ESCOFFERY
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001PRGM DIR.- STRONG LOCAL ECON.40.0$181,224$37,428$0
JUDILIEE REED
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001PROGRAM DIR. THRIVING CULTURES40.0$181,614$47,040$0
GEORGE SOULE
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001COMMUNICATIONS DIRECTOR40.0$154,500$57,476$0
HELEN CHIN
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001PRGM DIR -SUSTAINABLE ENVIRON.40.0$142,864$53,593$0
JOCELYN DOWNIE
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001CHAIRPERSON4.0$0$0$0
PETER B BENEDICT II
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001VICE CHAIRPERSON2.0$0$0$0
LAWRENCE SC GRIFFITH
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001TREASURER/SECRETARY2.0$0$0$0
BRUCE ABERNETHY
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001DIRECTOR2.0$0$0$0
ELIZABETH H ANDRUS
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001DIRECTOR2.0$0$0$0
JUDY BELK
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001DIRECTOR2.0$0$0$0
CARRA COTE-ACKAH
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001DIRECTOR2.0$0$0$0
JOHN F HAWKINS
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001DIRECTOR2.0$0$0$0
KELLY D NOWLIN
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001DIRECTOR2.0$0$0$0
TRACY PALANDJIAN
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001DIRECTOR2.0$0$0$0
MICHAEL S SPENSLEY
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001DIRECTOR2.0$0$0$0
GWEN WALDEN
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001DIRECTOR2.0$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
JONATHAN GOLDBERG
330 MADISON AVENUENEW YORKNY100175001DIR. GRANTS MGMT/MIS40.0$193,380$53,091$0
KATRINA MITCHELL
330 MADISON AVENUENEW YORKNY100175001PROGRAM OFFICER40.0$100,625$48,393$0
JOSE GARCIA
330 MADISON AVENUENEW YORKNY100175001PROGRAM OFFICER40.0$98,870$48,163$0
ALISON CORWIN
330 MADISON AVENUENEW YORKNY100175001PROGRAM OFFICER40.0$91,190$26,061$0
JESSICA GARZ
330 MADISON AVENUENEW YORKNY100175001PROGRAM OFFICER40.0$90,000$25,918$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k7OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
CAMBRIDGE ASSOCIATES
100 SUMMER STREETBOSTONMA02110INVEST. CONSULTING$1,808,633
THE NORTHERN TRUST COMPANY
50 S LASALLE STREETCHICAGOIL60675CUSTODIAL BANK$309,178
PARAMETIC
3600 MINNESOTA DRIVE SUITE 325MINNEAPOLISMN55435INVEST. CONSULTING$125,030
BWB SOLUTIONS
250 WEST MAIN STREETBRANFORDCT06405CONSULTING$124,266
SANDS CAPITAL MANAGEMENT
1101 WILSON BOULEVARD SUITE 2300ARLINGTONVA22209INVEST. CONSULTING$120,250
FieldValueIRS element (for citing)
Contractor Paid Over50k3ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1LOAN TO AN IRC 501(C)(3) PUBLIC CHARITY TO FURTHER SURDNA'S CHARITABLE INITIATIVE RELATING TO "SUSTAINABLE ENVIRONMENTS." (SEE GENERAL EXPLANATION ATTACH. FOR CONTIN.)Description1Txt
Expenses1$204,549Expenses1Amt
Description2LOAN TO AN IRC 501(C)(3) PUBLIC CHARITY TO FURTHER SURDNA'S CHARITABLE INITIATIVE RELATING TO "STRONG LOCAL ECONOMIES." (SEE GENERAL EXPLANATION ATTACHMENT FOR CONTINUATION)Description2Txt
Total$204,549TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$270,297,071AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$77,256,878AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$666,896,656FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,014,450,605TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,014,450,605AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,216,759CashDeemedCharitableAmt
Net Vl Noncharitable Assets$999,233,846NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,961,692MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,961,692MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,377,873TaxBasedOnInvestmentIncomeAmt
Total Tax$1,377,873TotalTaxAmt
Distributable Before Adj$48,583,819DistributableBeforeAdjAmt
Distributable Before Ded$48,583,819DistributableBeforeDedAmt
Distributable As Adjusted$48,583,819DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$43,580,389ExpensesAndContributionsAmt
Program Related Invst Total$204,549ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$136,138CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$43,921,076QualifyingDistributionsAmt
Adjusted Qualifying Distri$43,921,076AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$48,583,819DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,050,907ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,255,185ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,564,051ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,019,579ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,376,116ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$15,265,838TotalExcessDistributionCyovAmt
Qualifying Distributions$43,921,076QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$43,921,076AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$4,662,743ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$4,662,743ExcessDistributionCyovAppCYAmt
Total Corpus$10,603,095TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$10,603,095ExcessDistriCyovToNextYrAmt
Excess From Year4$3,643,349ExcessFromYear4Amt
Excess From Year3$4,564,051ExcessFromYear3Amt
Excess From Year2$1,019,579ExcessFromYear2Amt
Excess From Year1$1,376,116ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSURDNA FOUNDATION INCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1330 MADISON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2125570010RecipientPhoneNum
Form And Info And MaterialsSURDNA FOUNDATIONS WEBSITE PROVIDES THE RESOURCES ELIGIBILITY, GUIDELINES AND FREQUENTLY ASKED QUESTIONS IN CONNECTION WITH GRANT APPLICATIONS. HTTP://WWW.SURDNA.ORG/GRANTS/HOW-TO-APPLY.HTMLFormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO DEADLINES FOR LETTERS OF INQUIRY-LOI'S ARE ACCEPTED ON A ROLLING BASIS THROUGH THE FOUNSubmissionDeadlinesTxt
Restrictions On AwardsSURDNA FOUNDATION SEEKS TO FOSTER SUSTAINABLE COMMUNITIES IN THE UNITED STATES, COMMUNITIES GUIDED BY PRINCIPLES OF SOCIAL JUSTICE AND DISTINGUISHED BY HEALTHY ENVIRONMENTS, STRONG LOCAL ECONOMIES AND THRIVING CULTURES. SURDNA SEEKS TO DISMANTLE THE STRUCTURAL BARRIERS THAT LIMIT OPPORTUNITY FOR MANY, HELPING TO CREATE COMMUNITIES THAT ARE PROSPEROUS, CULTURALLY ENRICHING, AND SUSTAINABLE. SEE SURDNA FOUNDATIONS WEBSITE FOR FURTHER DETAIL. HTTP://WWW.SURDNA.ORG/WHAT-WE-FUND/FUNDING-OVERVIEW.HTMLRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (398 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A Home Within
2255 Van Ness Ave STE 203San FranciscoCA94109No RelationshipPCGeneral Support$91,850
ACCE Institute
3655 S Grand Ave Ste 250Los AngelesCA95112No RelationshipPCGeneral Support$100,000
Adoption & Foster Care Mentoring
727 Atlantic Ave 3rd FloorBostonMA02111No RelationshipPCGeneral Support$83,000
Advocates for Human Rights
330 Second Avenue South Suite 800MinneapolisMN55401No RelationshipPCGeneral Support$101,800
African Leadership Foundation
PO Box 26730San FranciscoCA94126No RelationshipPCGeneral Support$1,000
Alliance for a Greater New York
50 Broadway 29th FlNew YorkNY10004No RelationshipPCGeneral Support$150,000
Alliance for a Just Society
3518 S Edmunds StSeattleWA98118No RelationshipPCGeneral Support$100,000
Alliance for California Traditional Arts
1245 Van Ness AveFresnoCA93721No RelationshipPCGeneral Support$100,000
Alliance For Justice
Eleven Dupont Circle NWWashingtonDC20036No RelationshipPCGeneral Support$30,000
Alonzo King's LINES Ballet
26 Seventh StreetSan FranciscoCA94103No RelationshipPCGeneral Support$75,000
Alternate ROOTS
1083 Austin AvenueAtlantaGA30307No RelationshipPCGeneral Support$130,000
American Civil Liberities Union Fdn of N Cali
39 Drumm StreetSan FranciscoCA94111No RelationshipPCGeneral Support$5,000
American Council for an Energy-Efficient Economy
529 14th Street NW Suite 600WashingtonDC20045No RelationshipPCGeneral Support$100,000
American Foundation for Suicide Prevention
120 Wall Street29th FloorNew YorkNY10005No RelationshipPCGeneral Support$100
American Sustainable Business Council
1401 New York Ave NW Suite 122WashingtonDC20005No RelationshipPCGeneral Support$200,000
Amrita Performing Arts
10824 Olson Drive C123Rancho CordovaCA95670No RelationshipPCGeneral Support$2,000
Animal Welfare Society of Jefferson
PO Box 147Charles TownWV25414No RelationshipPCGeneral Support$4,000
Arizona State University Foundation
PO Box 2260TempeAZ85280No RelationshipPCGeneral Support$57,000
Artspace
50 Orange StNew HavenCT06510No RelationshipPCGeneral Support$82,000
AS220
115 Empire StreetProvidenceRI02903No RelationshipPCGeneral Support$75,000
Asian Americans For Equality
2 Allen Street 7th FloorNEW YORKNY10002No RelationshipPCGeneral Support$250,000
Asian Arts Initiative
1219 Vine StreetPhiladelphiaPA19107No RelationshipPCGeneral Support$75,000
Aspen Institute
One Dupont Circle NW 700WashingtonDC20036No RelationshipPCGeneral Support$75,000
Aspiranet
400 Oyster Point Blvd 501South San FranciscoCA94080No RelationshipPCGeneral Support$85,000
AXIS Dance Company
1428 Alice St 200OaklandCA94612No RelationshipPCGeneral Support$50,000
B Lab Company
155 E Lancaster AveWaynePA19087No RelationshipPCGeneral Support$250,000
Barrett Memorial Hall
PO Box 154South StraffordVT05070No RelationshipPCGeneral Support$2,500
Belmont Hill School
350 Prospect StreetBelmontMA02478No RelationshipPCGeneral Support$2,000
Beloved Community Center of Greensboro
417 Arlington StreetGreensboroNC27406No RelationshipPCGeneral Support$75,000
Bend Science Station
1027 NW Trenton AvenueBendOR97701No RelationshipPCGeneral Support$10,000
Bend the Arc
330 Seventh Avenue 19th FloorNEW YORKNY10001No RelationshipPCGeneral Support$75,000
Bend's Community Center
1036 NE 5th StreetBendOR97701No RelationshipPCGeneral Support$10,000
Beth Chayim Chadashim
6090 W Pico BlvdLos AngelesCA90035No RelationshipPCGeneral Support$12,500
Blue Green Alliance Foundation
1300 Godward Street NE 2625MinneapolisMN55413No RelationshipPCGeneral Support$100,000
Blue Sky Bridge
PO Box 19122BoulderCO80308No RelationshipPCGeneral Support$750
Board of Trustees of the Leland Stanford Junior
635 KNIGHT WAYSTANFORDCA94305No RelationshipPCGeneral Support$80,000
BoardSource
750 9th Street NW Suite 650WashingtonDC20001No RelationshipPCGeneral Support$25,000
BOC Capital Corp
85 South Oxford StreetBrooklynNY11217No RelationshipPCGeneral Support$170,000
Boston Arts Academy Foundation
174 Ipswich StreetBostonMA02215No RelationshipPCGeneral Support$40,000
Boston College
140 Commonwealth AveChestnut HillMA02467No RelationshipPCGeneral Support$3,000
Breast Cancer Fund
1388 Sutter Street Suite 400San FranciscoCA94109No RelationshipPCGeneral Support$12,500
Brightline Defense Project
1028A Howard StreetSan FranciscoCA94103No RelationshipPCGeneral Support$45,000
Brookings Institution
1775 Massachusetts Ave NWWashingtonDC20036No RelationshipPCGeneral Support$400,000
Brooklyn Arts Exchange Inc
421 Fifth AveBrooklynNY11215No RelationshipPCGeneral Support$82,000
BuildingCommunity Workshop
416 S Ervay StreetDallasTX75201No RelationshipPCGeneral Support$100,000
Burlington Children's Space
241 N Winooski AvenueBurlingtonVT05401No RelationshipPCGeneral Support$5,000
Business Alliance for Local Living Economies
PO Box 4199BellinghamWA98227No RelationshipPCGeneral Support$150,000
California Partnership for Safe Communities
469 9th Street Suite 210OaklandCA94607No RelationshipPCGeneral Support$100,000
Carnegie Museums of Pittsburgh
117 Sandusky StreetPittsburghPA15212No RelationshipPCGeneral Support$60,000
Carolina Youth Development Center
5055 Lackawanna BlvdNorth CharlestonSC29405No RelationshipPCGeneral Support$100,000
Casa Valentina Inc
2990 SW 35th Avenue Ste 2MiamiFL33133No RelationshipPCGeneral Support$50,000
Center for American Progress
1333 H STREET NWWashingtonDC20005No RelationshipPCGeneral Support$45,000
Center for Earth Energy and Democracy
216 Cecil Street SEMinneapolisMN55414No RelationshipPCGeneral Support$40,000
Center for Effective Philanthropy
675 Massachusetts Ave 7th FlCambridgeMN02139No RelationshipPCGeneral Support$25,000
Center for Neighborhood Technology
2125 West North AvenueChicagoIL60647No RelationshipPCGeneral Support$175,000
Center for Popular Democracy
802 Kent AvenueBrooklynNY11205No RelationshipPCGeneral Support$363,000
Center for Teen Empowerment
392 Genesee StreetRochesterNY14611No RelationshipPCGeneral Support$75,000
Center for Urban Pedagogy
232 Third Street D201BrooklynNY11215No RelationshipPCGeneral Support$40,000
Central Oregon Community College Foundation
2600 NW College WayBENDOR97701No RelationshipPCGeneral Support$2,000
Ceres Inc
99 Chauncy St 6th FloorBOSTONMA02111No RelationshipPCGeneral Support$150,000
Chewonki Foundation Inc
485 Chewonki Neck RoadWiscassetME04578No RelationshipPCGeneral Support$7,500
Chicago United
300 E Randolph StreetChicagoIL60601No RelationshipPCGeneral Support$75,000
Children's Institute
2121 West Temple StLos AngelesCA90026No RelationshipPCGeneral Support$2,500
Cincinnati USA Regional Chamber of Commerce Found
441 Vine St Suite 300CincinnatiOH45202No RelationshipPCGeneral Support$125,000
Cities at Peace Inc
104 W 27th Street 12th FloorNEW YORKNY10001No RelationshipPCGeneral Support$40,000
Citizen Engagement Lab Education Fund
2150 Allston Way Suite 360BerkeleyCA94704No RelationshipPCGeneral Support$48,000
City College 21st Century Foundation Inc
160 Convent AvenueNEW YORKNY10031No RelationshipPCGeneral Support$110,000
City of New Orleans
1300 Perdido Street Suite 8E08New OrleansLA70112No RelationshipPCGeneral Support$100,000
Clean Energy Group
50 State Street Suite 1MontpelierVT05602No RelationshipPCGeneral Support$100,000
Collateral Repair Project
PO Box 8160MedfordOR97501No RelationshipPCGeneral Support$2,000
College for Creative Studies-Detroit Creative Corr
201 East KirbyDetroitMI48202No RelationshipPCGeneral Support$150,000
Common Counsel Foundation
405 14th St 809OaklandCA94612No RelationshipPCGeneral Support$49,000
Common Market Philadelphia Inc
428 E Erie AvePhiladelphiaPA19134No RelationshipPCGeneral Support$150,000
Community Arts Stabilization Trust
70 Otis Street 1st FloorSan FranciscoCA94103No RelationshipPCGeneral Support$150,000
Community Capital Works
111 S Independence Mall East SuitPhiladelphiaPA19106No RelationshipPCGeneral Support$50,000
Community Catalyst
One Federal Street 5th FloorBostonMA02110No RelationshipPCGeneral Support$45,000
Community Foundation for Southeast Michigan
333 West Fort StreetDetroitMI48226No RelationshipPCGeneral Support$200,000
Community Foundation of New Jersey
Post Office Box 338MorristownNJ07963No RelationshipPCGeneral Support$1,250
Community Labor United
6 Beacon Street Suite 910BOSTONMA02108No RelationshipPCGeneral Support$100,000
Community LIFT
301 Washington AvenueMemphisTN38103No RelationshipPCGeneral Support$100,000
Corbin Hill Food Project
119 West 120th StreetNew YorkNY10027No RelationshipPCGeneral Support$75,000
Coro New York Leadership Center
42 Broadway 18th FloorNEW YORKNY10004No RelationshipPCGeneral Support$115,000
Corporation for Enterprise Development
1200 G Street NWWashingtonDC20005No RelationshipPCGeneral Support$100,000
Culver Educational Foundation
1300 Academy Road 153CulverIN46511No RelationshipPCGeneral Support$4,000
Cumberland Region Tomorrow
511 Union Street Suite 1600NASHVILLETN37219No RelationshipPCGeneral Support$100,000
CUNY Graduate Center Foundation
365 Fifth AvenueNew YorkNY10016No RelationshipPCGeneral Support$10,000
Cystic Fibrosis Foundation
220 North Main Ste Suite 104NATICKMA01760No RelationshipPCGeneral Support$1,000
Danspace Projects
131 East 10th StreetNEW YORKNY10003No RelationshipPCGeneral Support$500
Democracy at Work Institute
1904 Franklin St Suite 400OaklandCA94612No RelationshipPCGeneral Support$85,000
Democracy Collaborative Foundation
6930 Carroll Ave 5th FloorTakoma ParkMD20912No RelationshipPCGeneral Support$150,000
Demos A Network for Ideas & Actions
220 Fifth Avenue 2nd FloorNew YorkNY10001No RelationshipPCGeneral Support$200,000
Deschutes United Way
PO Box 5969BendOR97708No RelationshipPCGeneral Support$3,000
Detroit Economic Growth Association
500 Griswold Suite 2200DetroitMI48226No RelationshipPCGeneral Support$45,000
Discover Your Northwest-On Belay Ty
164 S Jackson StreetSeattleWA98104No RelationshipPCGeneral Support$5,000
Downtown Community Television Center
87 Lafayette StreetNew YorkNY10013No RelationshipPCGeneral Support$60,000
D-Rev
695 Minnesota StreetSan FranciscoCA94107No RelationshipPCGeneral Support$75,000
Dudley Street Neighborhood Initiative
504 Dudley StreetRoxburyMA02119No RelationshipPCGeneral Support$75,000
Duke University
Box 90403DurhamNC27708No RelationshipPCGeneral Support$70,000
East Bay Alliance for a Sustainable Economy
1814 Franklin Street Ste 325OaklandCA94612No RelationshipPCGeneral Support$105,000
Eastern Market Corporation
2934 RussellDetroitMI48230No RelationshipPCGeneral Support$175,000
EcoDistricts
1223 SW Washington St Suite 200PortlandOR97205No RelationshipPCGeneral Support$200,000
Economic Community Development Institute
1655 Old Leonard AvenueColumbusOH43219No RelationshipPCGeneral Support$100,000
Economic Policy Institute
1333 H Street NW Suite 300WashingtonDC20005No RelationshipPCGeneral Support$110,000
Educate Tomorrow Corp
1717 N Bayshore Drive Ste 203MiamiFL33132No RelationshipPCGeneral Support$100,000
Educational Resources - The Miami Valley School
5151 Denise DriveDaytonOH45429No RelationshipPCGeneral Support$5,000
Efforts of Grace Inc
1712 Oretha Castle Haley BoulevardNew OrleansLA70113No RelationshipPCGeneral Support$100,000
Ella Baker Center for Human Rights
1970 Broadway Suite 450OaklandCA94612No RelationshipPCGeneral Support$50,000
Emerald Cities Collaborative Inc
1140 Connecticut Ave NW Suite 1210WashingtonDC20036No RelationshipPCGeneral Support$375,000
Energy Programs Consortium
1228 31st NW Suite 5WashingtonDC20007No RelationshipPCGeneral Support$125,000
Eno Center for Transportation
1710 Rhode Island Ave NW Ste 500WashingtonDC20036No RelationshipPCGeneral Support$75,000
Enterprise Center Capital Corporation
4548 Market StreetPhiladelphiaPA19139No RelationshipPCGeneral Support$100,000
Enterprise Community Partners
11000 Broken Land Parkway Ste 700ColumbiaMD21044No RelationshipPCGeneral Support$160,000
Environmental and Energy Study Institute
1112 16th St NW Suite 300WashingtonDC20036No RelationshipPCGeneral Support$125,000
Environmental Film Festival in the Nation's Capita
1228 1/2 31st St NWWashingtonDC20009No RelationshipPCGeneral Support$5,000
Episcopal Academy
1785 Bishop White DriveNewtown SquarePA19073No RelationshipPCGeneral Support$12,000
Equine Encore Performance at Charles Town
835 E Washington Street Suite 105WashingtonDC25443No RelationshipPCGeneral Support$2,000
Equine Partners Inc
112 E Main StreetHopkintonMA01748No RelationshipPCGeneral Support$2,000
exalt youth
175 Remsen Street Suite 1000BrooklynNY11201No RelationshipPCGeneral Support$50,000
Facing History and Ourselves
16 Hurd RoadBrooklineMA02146No RelationshipPCGeneral Support$20,000
Fair Food
1315 Walnut Street Ste 532PhiladelphiaPA19107No RelationshipPCGeneral Support$100,000
Family Alternatives
1089 SE 10th AveMinneapolisMN55414No RelationshipPCGeneral Support$50,000
Family Values at Work A Multi-State Consortium
207 E Buffalo St Suite 211MilwaukeeWI53202No RelationshipPCGeneral Support$150,000
First Peoples Fund
PO Box 2977Rapid CitySD57709No RelationshipPCGeneral Support$200,000
First Place for Youth
426 17th Street Suite 100OaklandCA10031No RelationshipPCGeneral Support$100,000
First Star Inc
901 K Street NWWashingtonDC20001No RelationshipPCGeneral Support$25,000
Flynn Center for the Performing Arts
153 Main StreetBurlingtonVT05401No RelationshipPCGeneral Support$80,000
Forum for Youth Investment
7064 Eastern Avenue NWWashingtonDC20012No RelationshipPCGeneral Support$25,000
Foundation Center
79 Fifth AveNew YorkNY10003No RelationshipPCGeneral Support$80,000
Foundation for Louisiana
4354 S Sherwood Forest BlvdBaton RougeLA70816No RelationshipPCGeneral Support$275,000
Foundation for National ProgressMother Jones
222 Sutter Street 6th floorSan FranciscoCA94108No RelationshipPCGeneral Support$150,000
Four Bands Community Fund
Box 932Eagle ButteSD57625No RelationshipPCGeneral Support$100,000
Franklin and Eleanor Roosevelt Institute
570 Lexington Ave 5th FloorNew YorkNY10022No RelationshipPCGeneral Support$125,000
Friends of Happy Retreat
PO Box 1427Charles TownWV25414No RelationshipPCGeneral Support$4,000
Fund Good Jobs
2323 BroadwayOaklandCA94612No RelationshipPCGeneral Support$100,000
Funders' Network for Smart Growth and Livable Comm
1500 San Remo Avenue Suite 249Coral GablesFL33146No RelationshipPCGeneral Support$405,000
Gary Sinise Charitable Foundation
PO Box 50008Studio CityCA91614No RelationshipPCGeneral Support$57,000
Georgetown University
37th O Streets NWWashingtonDC20057No RelationshipPCGeneral Support$150,000
Gladwyne Montessori School
920 Youngsford RoadGladwynePA19035No RelationshipPCGeneral Support$5,000
Global Action Project Inc
130 West 25th St 2CNEW YORKNY10001No RelationshipPCGeneral Support$60,000
Global Green USA
2218 MAIN ST 2ND FLOORSANTA MONICACA90405No RelationshipPCGeneral Support$45,000
Global Philanthropy Partnership
1916 N Mohawk Street 7ChicagoIL60614No RelationshipPCGeneral Support$350,000
Good Jobs First
1616 P Street NW Suite 210WashingtonDC20036No RelationshipPCGeneral Support$245,000
Good Work Network
2028 Oretha Castle Haley BlvdNew OrleansLA70113No RelationshipPCGeneral Support$165,000
Grand Teton National Park Foundation
PO Box 249MooseWY83012No RelationshipPCGeneral Support$5,000
Grand Valley State University
GVSU-BIK-200 201 Front Avenue SWGrand RapidsMI49504No RelationshipPCGeneral Support$10,000
Grantmakers for Effective Organizations
1725 DeSales St NW 404WashingtonDC20036No RelationshipPCGeneral Support$75,000
Grantmakers in the Arts
4055 21st Ave W Ste 100SeattleWA98199No RelationshipPCGeneral Support$10,000
Grants Managers Network
1666 K Street NW Suite 440WashingtonDC20006No RelationshipPCGeneral Support$50,000
Greater Baltimore Cultural Alliance
1800 N Charles Street Suite 810BaltimoreMD21201No RelationshipPCGeneral Support$50,000
Greater New Orleans Development Foundation
365 Canal St Ste 2300New OrleansLA70130No RelationshipPCGeneral Support$200,000
Green For All
1611 Telegraph Avenue Suite 600OaklandCA94612No RelationshipPCGeneral Support$200,000
Greenlining Institute
1918 University Ave 2nd FloorBerkeleyCA94704No RelationshipPCGeneral Support$150,000
Griot Theatre of the West Valley
PO Box 2449WinnetkaCA91396No RelationshipPCGeneral Support$10,000
Grist Magazine
710 Second Ave Ste 860SeattleWA98104No RelationshipPCGeneral Support$100,000
Groundswell Community Mural Project
540 President StreetBROOKLYNNY11215No RelationshipPCGeneral Support$50,000
Groundwork USA
22 Main StreetYonkersNY10701No RelationshipPCGeneral Support$45,000
Guadalupe Cultural Arts Center
723 Brazos StreetSan AntonioTX78207No RelationshipPCGeneral Support$60,000
Guy Harvey Ocean Fund
10408 West State Rd 84 Suite 104DavieFL33324No RelationshipPCGeneral Support$7,000
Heart of Los Angeles Youth Inc
2701 Wilshire Blvd Suite 100Los AngelesCA90057No RelationshipPCGeneral Support$125,000
Hedgebrook Foundation
POB 1231FreelandWA98249No RelationshipPCGeneral Support$15,000
Hester Street Collaborative
113 Hester StreetNew YorkNY10002No RelationshipPCGeneral Support$175,000
Hill School
860 Beech StreetPottstownPA19464No RelationshipPCGeneral Support$7,500
Hobe Sound Community Chest
PO Box 511Hobe SoundFL33475No RelationshipPCGeneral Support$5,000
Hopkinton Country Club Charitable Foundation
PO Box 624HopkintonMA01748No RelationshipPCGeneral Support$3,000
Hopkinton Education Foundation
PO Box 109HopkintonMA01748No RelationshipPCGeneral Support$3,000
Hopkinton High School Athletics Boosters Club
41 Blueberry LaneHopkintonMA01748No RelationshipPCGeneral Support$1,000
Hopkinton Music Association
PO Box 242HopkintonMA01748No RelationshipPCGeneral Support$1,000
Hospice of the Panhandle
122 Waverly CourtMartinsburgWV25403No RelationshipPCGeneral Support$4,000
Ifetayo Cultural Arts Academy Inc
629 East 35th Street 2BrooklynNY11203No RelationshipPCGeneral Support$100,000
ImpactAssets Inc
7315 Wisconsin Avenue Suite 1000WBethesdaMD20814No RelationshipPCGeneral Support$20,000
Independent Sector
1602 L Street NWWashingtonDC20036No RelationshipPCGeneral Support$25,000
Inner City Advisors
283 - 4th Street Suite 101OaklandCA94607No RelationshipPCGeneral Support$150,000
Innovation Network for Communities
PO Box 248Beaver IslandMI49782No RelationshipPCGeneral Support$48,000
Innovative Services NW
9414 NE Fourth Plain RoadVancouverWA98662No RelationshipPCGeneral Support$75,000
Institute for Community Peace
410 4th ST NEWashingtonDC20002No RelationshipPCGeneral Support$25,000
Institute for Local Self-Reliance
2001 S Street NW Suite 570WashingtonDC20009No RelationshipPCGeneral Support$45,000
Institute for Sustainable Economic Edu and Envir
1625 Clay Street Suite 600OaklandCA94612No RelationshipPCGeneral Support$200,000
Institute of Contemporary Art
100 Northern AvenueBostonMA02210No RelationshipPCGeneral Support$80,000
Institute of Women and Ethnic Studies
935 Gravier St Ste 1140New OrleansLA70112No RelationshipPCGeneral Support$25,000
International Development Exchange
333 Valencia Street 250San FranciscoCA94103No RelationshipPCGeneral Support$100,000
ISAIAH
2356 University Ave WST PAULMN55114No RelationshipPCGeneral Support$125,000
Japanese American Cultural and Community Center
244 S San Pedro StreetLos AngelesCA90012No RelationshipPCGeneral Support$30,000
Jazz at Lincoln Center
3 Columbus CircleNew YorkNY10019No RelationshipPCGeneral Support$100,000
Jefferson County Historical Society
PO Box 485Charles TownWV25414No RelationshipPCGeneral Support$2,000
Jilkaat Kwaan Heritage Center
PO Box 976HainesAK99827No RelationshipPCGeneral Support$57,000
Jobs For The Future
88 Broad St 8th FloorBostonMA02110No RelationshipPCGeneral Support$100,000
Jobs with Justice Education FundUnity
1616 P Street NW Suite 150WashingtonDC20036No RelationshipPCGeneral Support$75,000
John E Andrus Memorial Inc
185 Old BroadwayHastingsonHudsonNY10706No RelationshipPCGeneral Support$1,200,000
Johns Hopkins University
600 North Wolfe StreetBaltimoreMD21287No RelationshipPCGeneral Support$130,000
Joy Outdoor Education Center Foundation
PO Box 157ClarksvilleOH45113No RelationshipPCGeneral Support$5,000
Julia Dyckman Andrus Memorial
1156 North BroadwayYonkersNY10701No RelationshipPCGeneral Support$1,201,000
Juma Ventures
131 Steuart Street Ste 201San FranciscoCA94105No RelationshipPCGeneral Support$218,000
Junebug Productions Inc
900 Camp StNew OrleansLA70130No RelationshipPCGeneral Support$57,000
Just Communities Central Coast
1528 Chapala St Ste 308Santa BarbaraCA93101No RelationshipPCGeneral Support$40,000
Justice Resource Institute
160 Gould St Suite 300NeedhamMA02494No RelationshipPCGeneral Support$2,000
Juxtaposition Arts
2007 Emerson Avenue NorthMinneapolisMN55411No RelationshipPCGeneral Support$200,000
Khmer Arts Academy
375 Redondo Avenue Suite 156Long BeachCA90814No RelationshipPCGeneral Support$35,000
Kidsave International
100 Corporate PointeCulver CityCA90230No RelationshipPCGeneral Support$25,000
Kounkuey Design Initiative
108 West 2nd Street 809Los AngelesCA90012No RelationshipPCGeneral Support$165,000
Legal Aid Justice Center
1000 Preston Ave Suite ACharlottesvilleVA22903No RelationshipPCGeneral Support$20,000
Living Cities
1040 Avenue of the AmericasNew YorkNY10018No RelationshipPCGeneral Support$670,000
Los Angeles Alliance for a New Economy
464 Lucas Ave Suite 202Los AngelesCA90017No RelationshipPCGeneral Support$240,000
Los Angeles Poverty Department
PO Box 26190Los AngelesCA90026No RelationshipPCGeneral Support$57,000
Los Cenzontles Mexican Arts Center
13108 San Pablo AvenueSan PabloCA94805No RelationshipPCGeneral Support$50,000
Louisiana Center for Children's Rights
1820 St Charles AvenueNew OrleansLA70130No RelationshipPCGeneral Support$90,000
Lower Manhattan Cultural Council
125 Maiden LaneNew YorkNY10038No RelationshipPCGeneral Support$100,000
Maine Wabanaki State Child Welfare Truth and Recon
89 Main Street Suite 3EllsworthME04605No RelationshipPCGeneral Support$90,000
Maltz Theatre
1001 East Indiantown RoadJupiterFL33477No RelationshipPCGeneral Support$2,000
Manufacturing Renaissance
3411 W Diversey Avenue Suite 10ChicagoIL60647No RelationshipPCGeneral Support$125,000
Marlborough School
250 South Rossmore AvenueLos AngelesCA90004No RelationshipPCGeneral Support$5,000
Maryland Institute College of Art
1300 W Mt Royal AvenueBaltimoreMD21217No RelationshipPCGeneral Support$56,600
Massachusetts Audubon Society
208 South Great RoadLincolnMA01773No RelationshipPCGeneral Support$1,000
Massachusetts Institute of Technology
77 Massachusetts AveCambridgeMA02139No RelationshipPCGeneral Support$100,000
MassArt Foundation
621 Huntington AvenueBostonMA02115No RelationshipPCGeneral Support$75,000
Mattress Factory
500 Sampsonia WayPittsburghPA15212No RelationshipPCGeneral Support$35,000
Media Alliance-Voices of Our Nations Arts Found
1904 Franklin Street 500OaklandCA94612No RelationshipPCGeneral Support$50,000
Meridian Institute
105 Village PlaceDillonCO80435No RelationshipPCGeneral Support$125,000
Metropolitan Economic Development Association
250 Second Avenue SouthMinneapolisMN55401No RelationshipPCGeneral Support$125,000
Metropolitan Planning Council
140 S Dearborn StreetChicagoIL60603No RelationshipPCGeneral Support$45,000
Metropolitan Waterfront Alliance
217 Water Street Ste 300New YorkNY10038No RelationshipPCGeneral Support$75,000
Michael Carter Lisnow Respite Center
112 Main StreetHopkintonMA01748No RelationshipPCGeneral Support$5,000
Michigan Roundtable for Diversity and Inclusion
3031 West Grand BoulevardDetroitMI48202No RelationshipPCGeneral Support$40,000
Michigan State University College of Veterinary M
784 Wilson RoadEast LansingMI48824No RelationshipPCGeneral Support$4,000
Mid-South Peace & Justice Center
3573 Southern AveMemphisTN38111No RelationshipPCGeneral Support$114,750
Milton Academy
170 Center StreetMiltonMA02186No RelationshipPCGeneral Support$10,000
Minneapolis Institute of Arts
2400 Third Avenue SouthMinneapolisMN55404No RelationshipPCGeneral Support$10,000
Mobile Action Ministries
102 Boutwell Ct NStillwaterMN55082No RelationshipPCGeneral Support$750
Morris Animal Foundation
10200 East Girard Ave B430DenverCO80231No RelationshipPCGeneral Support$3,000
Mount Auburn Hospital
330 Mount Auburn StreetCambridgeMA02138No RelationshipPCGeneral Support$5,000
Museum of Contemporary African Diasporan Arts
80 Hanson PlaceBrooklynNY11217No RelationshipPCGeneral Support$67,000
Museum of New Mexico Foundation
PO Box 2065Santa FeNM87504No RelationshipPCGeneral Support$10,000
National Association for Latino Community Asset
1313 Guadalupe Street Suite 203San AntonioTX78207No RelationshipPCGeneral Support$150,000
National Association of Episcopal Schools
815 Second Avenue Third FloorNew YorkNY10017No RelationshipPCGeneral Support$5,000
National Association of Latino Arts & Culture
1208 Buena VistaSan AntonioTX78207No RelationshipPCGeneral Support$150,000
National Audubon Society
700 BroadwayNew YorkNY10003No RelationshipPCGeneral Support$5,000
National Committee for Responsive Philanthropy
1331 H Street NW Suite 200WashingtonDC20009No RelationshipPCGeneral Support$75,000
National Day Laborer Organizing Network
675 S Park View St Suite BLos AngelesCA90057No RelationshipPCGeneral Support$57,000
National Domestic Workers Alliance
395 Hudson Street 4th FloorNew YorkNY10014No RelationshipPCGeneral Support$320,000
National Employment Law Project
75 Maiden Lane Suite 601New YorkNY10038No RelationshipPCGeneral Support$220,000
National Housing Institute
60 South Fullerton Avenue Suite 20MontclairNJ07042No RelationshipPCGeneral Support$75,000
National Parks Conservation Association
450 N Park Road Suite 301HollywoodFL33021No RelationshipPCGeneral Support$2,000
National People's Action
810 N Milwaukee AveChicagoIL60642No RelationshipPCGeneral Support$175,000
National Puerto Rican Day Parade Inc
PO Box 975New YorkNY10272No RelationshipPCGeneral Support$40,000
National Skills Coalition
1730 Rhode Island Avenue NWWashingtonDC20036No RelationshipPCGeneral Support$100,000
National Urban Fellows
989 Avenue of the AmericasNew YorkNY10018No RelationshipPCGeneral Support$1,000
Natural Resources Defense Council
40 West 20th StreetNew YorkNY10011No RelationshipPCGeneral Support$225,000
Nature Conservancy - Minnesota Chapter
1101 West River Parkway Suite 200MinneapolisMN55414No RelationshipPCGeneral Support$2,000
Neighborhood Funders Group
436 14th Street Suite 425OaklandCA94612No RelationshipPCGeneral Support$198,500
Neighborhood Story Project
PO Box 19742New OrleansLA70179No RelationshipPCGeneral Support$80,000
New Jersey Performing Arts Center
1 Center StreetNewarkNJ07102No RelationshipPCGeneral Support$75,000
New Mexico Community Development Loan Fund
1525 Religious StreetNew OrleansLA70130No RelationshipPCGeneral Support$100,000
New Orleans Business Alliance
935 Gravier StNew OrleansLA70112No RelationshipPCGeneral Support$200,000
New Orleans Startup Fund
1525 Religious StreetNew OrleansLA70130No RelationshipPCGeneral Support$125,000
New Transitions Inc
698 Cheyenne BlvdNashvilleTN37115No RelationshipPCGeneral Support$115,000
New Venture Fund
1201 Connecticut Ave NW 300WashingtonDC20036No RelationshipPCGeneral Support$547,000
New World Found-Anchor Institutions Task Force
666 West End Ave Suite 1BNew YorkNY10025No RelationshipPCGeneral Support$75,000
New York City Energy Efficiency Corporation
1359 Broadway Ave 19th FlNew YorkNY10018No RelationshipPCGeneral Support$75,000
New York Civil Liberties Union Foundation
125 Broad Street 19th FloorNew YorkNY10004No RelationshipPCGeneral Support$150,000
NewCorp Inc
2924 St Bernard AvenueNew OrleansLA70119No RelationshipPCGeneral Support$100,000
Next City
1500 JFK Blvd 1220PhiladelphiaPA19102No RelationshipPCGeneral Support$300,000
Nexus Community Partners
2314 University Ave Suite 18St PaulMN55114No RelationshipPCGeneral Support$100,000
Northwest Atlantic Marine Alliance
PO Box 7066GloucesterMA01930No RelationshipPCGeneral Support$50,000
Nurse-Family Partnership
1900 Grant Street Suite 400DenverCO80203No RelationshipPCGeneral Support$1,000
Oakland Baptist Church
3408 King StreetAlexandriaVA22302No RelationshipPCGeneral Support$2,500
On Belay Ty
2608 NW Robert WayBendOR97701No RelationshipPCGeneral Support$10,000
On The Move
780 Lincoln AvenueNapaCA94558No RelationshipPCGeneral Support$125,000
One Day on Earth Foundation
110 Greene Street Suite 502New YorkNY10012No RelationshipPCGeneral Support$48,000
One Voice
11606 Southfork Avenue Suite 102Baton RougeLA70817No RelationshipPCGeneral Support$75,000
Opportunity Finance Network
620 Chestnut Street Suite 572PhiladelphiaPA19106No RelationshipPCGeneral Support$150,000
Pacific Community Ventures Inc
51 Federal Street Suite 100San FranciscoCA94107No RelationshipPCGeneral Support$100,000
Pangea World Theater
711 West Lake Street Suite 101MinneapolisMN55408No RelationshipPCGeneral Support$75,000
Park Slope Schoolhouse
556 Fifth AvenueBrooklynNY11215No RelationshipPCGeneral Support$500
Partnership for Working Families
1825 K Street NW Suite 210WashingtonDC20006No RelationshipPCGeneral Support$175,000
Penn Vet Working Dog Center
3900 Delancey StPhiladelphiaPA19104No RelationshipPCGeneral Support$2,000
Penumbra Theatre Company
270 North Kent StreetSaint PaulMN55102No RelationshipPCGeneral Support$101,000
People Animals Love
731 8th street SE Suite 202WashingtonDC20003No RelationshipPCGeneral Support$2,000
People United for Sustainable Housing Inc
271 Grant StreetBuffaloNY14213No RelationshipPCGeneral Support$160,000
Philadelphia Fringe Festival
140 N Columbus BlvdPhiladelphiaPA19106No RelationshipPCGeneral Support$50,000
Philadelphia Mural Arts Advocates
1727-29 Mt Vernon StreetPhiladelphiaPA19130No RelationshipPCGeneral Support$130,000
Philanthropy New York
79 Fifth Avenue 4th FloorNew YorkNY10003No RelationshipPCGeneral Support$73,000
PICO National Network
171 Santa Rosa AvenueOaklandCA94610No RelationshipPCGeneral Support$125,000
Pittsburgh United
841 California Avenue 3rd FloorPittsburghPA15212No RelationshipPCGeneral Support$150,000
Planned Parenthood of Minnesota NDSD
671 Vandalia StSaint PaulMN55114No RelationshipPCGeneral Support$35,000
Planned Parenthood of Northern New England
128 Lakeside Avenue Suite 301BurlingtonVT05401No RelationshipPCGeneral Support$2,500
PolicyLink
1438 Webster StOaklandCA94612No RelationshipPCGeneral Support$150,000
Positive Futures Network (YES)
284 Madrona Way NE Unit 116Bainbridge IslandWA98110No RelationshipPCGeneral Support$100,000
Preservation Trust of Vermont
104 Church StreetBurlingtonVT05401No RelationshipPCGeneral Support$2,500
President and Fellows of Harvard College
1033 Massachusetts Ave Ste 3CambridgeMA02138No RelationshipPCGeneral Support$150,000
Project Row Houses
2521 Holman StreetHoustonTX77004No RelationshipPCGeneral Support$37,000
Public Advocates
131 Steuart Street Suite 300San FranciscoCA94105No RelationshipPCGeneral Support$150,000
Public Health Solutions
40 Worth Street 5th FloorNew YorkNY10013No RelationshipPCGeneral Support$100,000
Queens Council on the Arts
37-11 35th AvenueAstoriaNY11101No RelationshipPCGeneral Support$80,000
Race Forward
32 Broadway Suite 1801New YorkNY10004No RelationshipPCGeneral Support$100,000
Raw Art Works
37 Central SquareLynnMA01901No RelationshipPCGeneral Support$60,000
Rebuild Foundation
6918 South Dorchester AvenueChicagoIL60637No RelationshipPCGeneral Support$40,000
Rector & Visitors of the University of Virginia
PO Box 400807CharlottesvilleVA22904No RelationshipPCGeneral Support$37,000
Regional Plan Association
4 Irving Place Suite 711-SNew YorkNY10003No RelationshipPCGeneral Support$40,000
Rising Tide Capital
334 Martin Luther King DriveJersey CityNJ07305No RelationshipPCGeneral Support$100,000
River Network
209 SW Oak St 300PortlandOR97204No RelationshipPCGeneral Support$49,000
Rockefeller Philanthropy Advisors
6 W 48th St 10th FloorNew YorkNY10036No RelationshipPCGeneral Support$500,000
Root Cause Institute
11 Avenue de LafayetteBostonMA02111No RelationshipPCGeneral Support$5,000
Roots of Music Inc
828 Royal Street 521New OrleansLA70116No RelationshipPCGeneral Support$50,000
RSF Social Finance
1002 OReilly AvenueSan FranciscoCA94129No RelationshipPCGeneral Support$50,000
Rutgers University Foundation
7 College Ave Winants HallNew BrunswickNJ08901No RelationshipPCGeneral Support$150,000
Ruth Ellis Center
77 Victor StreetHighland ParkMI48203No RelationshipPCGeneral Support$100,000
Saint John's Health Center Foundation
2121 Santa Monica BlvdSanta MonicaCA90404No RelationshipPCGeneral Support$5,000
Saint Paul Foundation
101 Fifth Street East Suite 2400Saint PaulMN55101No RelationshipPCGeneral Support$100,000
San Diego State University Research FDN
5250 Campanile DriveSan DiegoCA92182No RelationshipPCGeneral Support$25,000
San Francisco Chamber of Commerce Foundation
235 Montgomery StreetSan FranciscoCA94104No RelationshipPCGeneral Support$75,000
SAY Si (San Antonio Youth Yes)
1518 S AlamoSan AntonioTX78204No RelationshipPCGeneral Support$75,000
SCO Family of Services (Center for Family Life)
1 Alexander PlaceGlen CoveNY11542No RelationshipPCGeneral Support$100,000
Shadhika Project Inc
3253 Vallejo StreetDenverCO80211No RelationshipPCGeneral Support$100
Shenendoah Horse Park
3832 Shepherd Grade RoadShepherstownWV25443No RelationshipPCGeneral Support$4,000
Ski Gull Inc
PO Box 612NisswaMN56468No RelationshipPCGeneral Support$1,000
Skid Row Housing Trust
1317 E 7th StreetLos AngelesCA90021No RelationshipPCGeneral Support$75,000
Slideluck
154 Morgan AvenueBrooklynNY11221No RelationshipPCGeneral Support$250
Smart Growth America
1707 L Street NWWashingtonDC20036No RelationshipPCGeneral Support$650,000
smartMeme Strategy & Training Project
1946 Washintgon St 2nd FlBostonMA55345No RelationshipPCGeneral Support$45,000
Social and Environmental Entrepreneurs
23532 Calabasas Road Suite ACalabasasCA91302No RelationshipPCGeneral Support$35,000
Social Enterprise Alliance
4737 County Road 101 311MinnetonkaMN55345No RelationshipPCGeneral Support$150,000
Solar Richmond
2730 Maine AvenueRichmondCA94804No RelationshipPCGeneral Support$85,000
Soulsville Foundation
926 E McLemore AveMemphisTN38106No RelationshipPCGeneral Support$50,000
Southeast Energy Efficiency Alliance
50 Hurt Plaza Suite 1250AtlantaGA30303No RelationshipPCGeneral Support$100,000
Springboard for the Arts
308 Prince St Suite 270Saint PaulMN55101No RelationshipPCGeneral Support$250,000
St Mary's RC Church
1300 Northern BoulevardManhassetNY11030No RelationshipPCGeneral Support$3,000
St Paul's School
325 Pleasant StreetConcordNH03301No RelationshipPCGeneral Support$6,000
STAR Communities
777 North Capitol Street NE SuiteWashingtonDC20002No RelationshipPCGeneral Support$100,000
Sundance Institute
5900 Wilshire BoulevardLos AngelesCA90036No RelationshipPCGeneral Support$75,000
Sustainable Business Education Initiative Inc
1617 JFK Blvd Suite 1855PhiladelphiaPA19103No RelationshipPCGeneral Support$150,000
Tacoma Art Museum
1701 Pacific AvenueTacomaWA98402No RelationshipPCGeneral Support$82,000
Teach for America
315 W 36th Street 7th FloorNew YorkNY10018No RelationshipPCGeneral Support$5,000
Techsoup Global
435 Brannan St Suite 100San FranciscoCA94107No RelationshipPCGeneral Support$30,000
Tectonic Theater Project Inc
520 8th Avenue Suite 313New YorkNY10018No RelationshipPCGeneral Support$82,000
Temple University
1801 North Broad StreetPhiladelphiaPA19122No RelationshipPCGeneral Support$57,000
Texas Civic Engagement Table - Be One Texas
503-A Walsh StreetAustinTX78703No RelationshipPCGeneral Support-$1,000
The American Prospect
1333 H Street NW Suite 300WashingtonDC20005No RelationshipPCGeneral Support$125,000
The Attic Youth Center
255 South 16th StreetPhiladelphiaPA19102No RelationshipPCGeneral Support$50,000
The BASE
11 Walnut ParkRoxburyMA02119No RelationshipPCGeneral Support$1,000
The Evergreen State College Foundation
2700 Evergreen Parkway NWOlympiaWA98505No RelationshipPCGeneral Support$31,500
The Housing Fund
305 11th Ave SouthNashvilleTN37203No RelationshipPCGeneral Support$100,000
The Loft Literary Center
1011 Washington Avenue SouthMinneapolisMN55415No RelationshipPCGeneral Support$75,000
The Mockingbird Society
2100 24th Ave S Suite 240SeattleWA98144No RelationshipPCGeneral Support$61,000
THE POINT Community Development Corporation
940 Garrison AveBronxNY10474No RelationshipPCGeneral Support$115,000
The Reinvestment Fund
1700 Market StreetPhiladelphiaPA19103No RelationshipPCGeneral Support$100,000
The Reset Foundation
1500 Mission StreetBostonMA02116No RelationshipPCGeneral Support$90,000
The Theater Offensive
565 Boylston Street 3rd FloorBostonMA02116No RelationshipPCGeneral Support$75,000
The Trustees of the University of Pennsylvania
3451 Walnut StreetPhiladelphiaPA19104No RelationshipPCGeneral Support$125,000
The Wooden Floor
1810 North Main StreetSanta AnaCA92706No RelationshipPCGeneral Support$100,000
Thunder Valley Community Development Corporation
PO Box 290PorcupineSD57772No RelationshipPCGeneral Support$50,000
Tides CtrEmerging Practitioners in Philanthropy
1014 Torney AvenueSan FranciscoCA94129No RelationshipPCGeneral Support$70,000
TransForm
436 14TH STREET SUITE 600OAKLANDCA94612No RelationshipPCGeneral Support$145,000
Transportation Choices Coalition
219 1st Ave S 420SeattleWA98104No RelationshipPCGeneral Support$150,000
Trust for Public Land
101 Montgomery StreetSan FranciscoCA94104No RelationshipPCGeneral Support$250,000
Trustees of the University of Pennsylvania
3620 Locust WalkPhiladelphiaPA19104No RelationshipPCGeneral Support$15,000
Tucson Meet Yourself Inc
PO Box 42044TucsonAZ85733No RelationshipPCGeneral Support$37,500
Tulane University-Tulane City Center
1555 Poydras StreetNew OrleansLA70112No RelationshipPCGeneral Support$120,000
Turn 2 Foundation
215 Park Avenue SouthNew YorkNY10003No RelationshipPCGeneral Support$3,000
UBW Inc
138 South Oxford StreetBrooklynNY11217No RelationshipPCGeneral Support$135,000
Union of Minority Neighborhoods
42 Seaverns AveBostonMA02130No RelationshipPCGeneral Support$125,000
United Church of Strafford
PO Box 124StraffordVT05072No RelationshipPCGeneral Support$2,500
United for a Fair Economy
1 Milk Street 5th FloorBostonMA02109No RelationshipPCGeneral Support$2,500
United States Artists
980 N Michigan Ave Suite 1300ChicagoIL60611No RelationshipPCGeneral Support$15,000
United Way of Greater Atlanta
100 Edgewood Ave NEAtlantaGA30303No RelationshipPCGeneral Support$2,000
University of Detroit Mercy
4001 W McNichols RdDetroitMI48221No RelationshipPCGeneral Support$75,000
University of Maine System
96 Falmouth Street Box 9300PortlandME04104No RelationshipPCGeneral Support$85,000
University of Minnesota Foundation
200 Oak Street SE Suite 500MinneapolisMN55455No RelationshipPCGeneral Support$1,000
University of New Mexico School of Architecture
1 University of New MexicoAlbuquerqueNM87131No RelationshipPCGeneral Support$100,000
University of North Carolina at Greensboro
PO Box 26170GreensboroNC27402No RelationshipPCGeneral Support$2,000
University of Southern California
950 W Jefferson JEF 102Los AngelesCA90089No RelationshipPCGeneral Support$200,000
University of Virginia
104 Emmet Street NorthCharlottesvilleVA22903No RelationshipPCGeneral Support-$1,715
University of Wisconsin System
21 N Park Street Suite 6401MadisonWI53715No RelationshipPCGeneral Support$150,000
University System of Maryland Foundation
3300 Metzerott RoadAdelphiMD20783No RelationshipPCGeneral Support$40,000
Urban Homesteading Assistance Board
120 Wall Street 20th FloorNew YorkNY10005No RelationshipPCGeneral Support$25,000
Urban Innovation21
1901 Centre AvePittsburghPA15219No RelationshipPCGeneral Support$275,000
Urban Institute
2100 M Street NW 5th FloorWashingtonDC20037No RelationshipPCGeneral Support$25,000
Urban Justice Center
123 William Street 16TH FLOORNEW YORKNY10038No RelationshipPCGeneral Support$50,000
Urbano Project Inc
29 Germania StreetBostonMA02130No RelationshipPCGeneral Support$50,000
Vassar College
124 Raymond AvenuePoughkeepsieNY12604No RelationshipPCGeneral Support$25,000
Vera Institute of Justice
233 Broadway 12th FloorNew YorkNY10279No RelationshipPCGeneral Support$230,000
Verde
6899 NE Columbia BlvdPortlandOR97218No RelationshipPCGeneral Support$150,000
Vermont Community Loan Fund
15 State Street PO Box 827MontpelierVT05601No RelationshipPCGeneral Support$1,000
Vermont Land Trust
8 Bailey AvenueMontpelierVT05602No RelationshipPCGeneral Support$1,500
Vermont Public Radio
365 Troy AvenueColchesterVT05446No RelationshipPCGeneral Support$5,000
Vital Healthcare Capital (V-Cap)
475 10th Avenue 14th FloorNew YorkNY10018No RelationshipPCGeneral Support$125,000
Walden Family Services Foundation Inc
6150 Mission Gorge RoadSan DiegoCA92120No RelationshipPCGeneral Support$40,000
Walker Art Center
1750 Hennepin AvenueMinneapolisMN55403No RelationshipPCGeneral Support$6,000
Wellstone Action Fund
2446 University Ave WSt PaulMN55114No RelationshipPCGeneral Support$200,000
Wesleyan University
237 High StreetMiddletownCT06459No RelationshipPCGeneral Support$45,000
Women Make Movies
115 West 29th Street 12th FloorNew YorkNY10001No RelationshipPCGeneral Support$57,000
Women's Housing And Economic Development Corp
50 East 168th StreetBRONXNY10452No RelationshipPCGeneral Support$50,000
Workers Defense Project Inc
5604 Manor RoadAustinTX78723No RelationshipPCGeneral Support$45,000
Working Classroom
423 Atlantic SWAlbuquerqueNM87102No RelationshipPCGeneral Support$50,000
YMCA of the Greater Twin Cities
2125 E Hennepin AvenueMinneapolisMN55413No RelationshipPCGeneral Support$50,000
Youth Communication New York Center
224 West 29th StreetNew YorkNY10001No RelationshipPCGeneral Support$25,000
Youth Empowerment Project
1600 Oretha Castle Haley BoulevardNew OrleansLA70113No RelationshipPCGeneral Support$50,000
Youth Villages Foundation
3320 Brother BlvdMemphisTN38133No RelationshipPCGeneral Support$1,000
Zaccho Dance Theatre
1777 Yosemite Ave 330San FranciscoCA94124No RelationshipPCGeneral Support$80,000
Zion Episcopal Church
301 East Congress StCharles TownWV25414No RelationshipPCGeneral Support$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$35,581,985TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (156 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACCE Institute
3655 S Grand Ave Ste 250Los AngelesCA95112No RelationshipPCGeneral Support$60,000
Advocates for Human Rights
330 Second Avenue South Suite 800MinneapolisMN55401No RelationshipPCGeneral Support$101,800
Alliance for a Just Society
3518 S Edmunds StSeattleWA98118No RelationshipPCGeneral Support$225,000
Alliance for California Traditional Arts
1245 Van Ness AveFresnoCA93721No RelationshipPCGeneral Support$100,000
American Council for an Energy-Efficient Economy
529 14th Street NW Suite 600WashingtonDC20045No RelationshipPCGeneral Support$100,000
Americans for Transit
1616 P St NW Suite 210WashingtonDC20036No RelationshipPCGeneral Support$35,000
Arizona State University Foundation
PO Box 2260TempeAZ85280No RelationshipPCGeneral Support$50,000
AS220
115 Empire StreetProvidenceRI02903No RelationshipPCGeneral Support$150,000
Asian American Writers' Workshop
110-112 West 27th StreetNEW YORKNY10001No RelationshipPCGeneral Support$150,000
AXIS Dance Company
1428 Alice St 200OaklandCA94612No RelationshipPCGeneral Support$50,000
Beloved Community Center of Greensboro
417 Arlington StreetGreensboroNC27406No RelationshipPCGeneral Support$45,000
Blue Green Alliance Foundation
1300 Godward Street NE 2625MinneapolisMN55413No RelationshipPCGeneral Support$100,000
Board of Trustees of the Leland Stanford Junior
635 KNIGHT WAYSTANFORDCA94305No RelationshipPCGeneral Support$160,000
BOC Capital Corp
85 South Oxford StreetBrooklynNY11217No RelationshipPCGeneral Support$125,000
BuildingCommunity Workshop
416 S Ervay StreetDallasTX75201No RelationshipPCGeneral Support$100,000
California Partnership for Safe Communities
469 9th Street Suite 210OaklandCA94607No RelationshipPCGeneral Support$100,000
Carolina Youth Development Center
5055 Lackawanna BlvdNorth CharlestonSC29405No RelationshipPCGeneral Support$100,000
Casa Valentina Inc
2990 SW 35th Avenue Ste 2MiamiFL33133No RelationshipPCGeneral Support$50,000
Center for Cultural Innovation
244 S San Pedro St Ste 401Los AngelesCA90012No RelationshipPCGeneral Support$300,000
Center for Neighborhood Technology
2125 West North AvenueChicagoIL60647No RelationshipPCGeneral Support$175,000
Center for Popular Democracy
802 Kent AvenueBrooklynNY11205No RelationshipPCGeneral Support$325,000
Ceres Inc
99 Chauncy St 6th FloorBOSTONMA02111No RelationshipPCGeneral Support$150,000
Chicago United
300 E Randolph StreetChicagoIL60601No RelationshipPCGeneral Support$75,000
City of New Orleans
1300 Perdido Street Suite 8E08New OrleansLA70112No RelationshipPCGeneral Support$50,000
Clean Energy Group
50 State Street Suite 1MontpelierVT05602No RelationshipPCGeneral Support$100,000
College for Creative Studies-Detroit Creative Corr
201 East KirbyDetroitMI48202No RelationshipPCGeneral Support$150,000
Common Market Philadelphia Inc
428 E Erie AvePhiladelphiaPA19134No RelationshipPCGeneral Support$300,000
Community LIFT
301 Washington AvenueMemphisTN38103No RelationshipPCGeneral Support$100,000
Consensus Organizing Center
4283 El Cajon Blvd 115San DiegoCA92105No RelationshipPCGeneral Support$12,500
Corbin Hill Food Project
119 West 120th StreetNew YorkNY10027No RelationshipPCGeneral Support$150,000
Coro New York Leadership Center
42 Broadway 18th FloorNEW YORKNY10004No RelationshipPCGeneral Support$115,000
Democracy Collaborative Foundation
6930 Carroll Ave 5th FloorTakoma ParkMD20912No RelationshipPCGeneral Support$150,000
Duke University
Box 90403DurhamNC27708No RelationshipPCGeneral Support$70,000
EcoDistricts
1223 SW Washington St Suite 200PortlandOR97205No RelationshipPCGeneral Support$250,000
Educate Tomorrow Corp
1717 N Bayshore Drive Ste 203MiamiFL33132No RelationshipPCGeneral Support$100,000
Efforts of Grace Inc
1712 Oretha Castle Haley BoulevardNew OrleansLA70113No RelationshipPCGeneral Support$100,000
Ella Baker Center for Human Rights
1970 Broadway Suite 450OaklandCA94612No RelationshipPCGeneral Support$100,000
Emerald Cities Collaborative Inc
1140 Connecticut Ave NW Suite 1210WashingtonDC20036No RelationshipPCGeneral Support$300,000
Eno Center for Transportation
1710 Rhode Island Ave NW Ste 500WashingtonDC20036No RelationshipPCGeneral Support$75,000
Enterprise Community Partners
11000 Broken Land Parkway Ste 700ColumbiaMD21044No RelationshipPCGeneral Support$160,000
Firelight Media
324 Convent AvenueNew YorkNY10031No RelationshipPCGeneral Support$200,000
First Peoples Fund
PO Box 2977Rapid CitySD57709No RelationshipPCGeneral Support$200,000
Flynn Center for the Performing Arts
153 Main StreetBurlingtonVT05401No RelationshipPCGeneral Support$80,000
Funders' Network for Smart Growth and Livable Comm
1500 San Remo Avenue Suite 249Coral GablesFL33146No RelationshipPCGeneral Support$400,000
Global Action Project Inc
130 West 25th St 2CNEW YORKNY10001No RelationshipPCGeneral Support$60,000
Global Philanthropy Partnership
1916 N Mohawk Street 7ChicagoIL60614No RelationshipPCGeneral Support$350,000
Good Jobs First
1616 P Street NW Suite 210WashingtonDC20036No RelationshipPCGeneral Support$200,000
Good Work Network
2028 Oretha Castle Haley BlvdNew OrleansLA70113No RelationshipPCGeneral Support$165,000
Grantmakers for Effective Organizations
1725 DeSales St NW 404WashingtonDC20036No RelationshipPCGeneral Support$75,000
Grants Managers Network
1666 K Street NW Suite 440WashingtonDC20006No RelationshipPCGeneral Support$50,000
Green For All
1611 Telegraph Avenue Suite 600OaklandCA94612No RelationshipPCGeneral Support$150,000
Greenlining Institute
1918 University Ave 2nd FloorBerkeleyCA94704No RelationshipPCGeneral Support$150,000
Guadalupe Cultural Arts Center
723 Brazos StreetSan AntonioTX78207No RelationshipPCGeneral Support$60,000
Heart of Los Angeles Youth Inc
2701 Wilshire Blvd Suite 100Los AngelesCA90057No RelationshipPCGeneral Support$125,000
Ifetayo Cultural Arts Academy Inc
629 East 35th Street 2BrooklynNY11203No RelationshipPCGeneral Support$100,000
Innovative Services NW
9414 NE Fourth Plain RoadVancouverWA98662No RelationshipPCGeneral Support$50,000
Institute of Contemporary Art
100 Northern AvenueBostonMA02210No RelationshipPCGeneral Support$160,000
Interise
197 Portland StreetBOSTONMA02114No RelationshipPCGeneral Support$250,000
International Development Exchange
333 Valencia Street 250San FranciscoCA94103No RelationshipPCGeneral Support$100,000
ISAIAH
2356 University Ave WST PAULMN55114No RelationshipPCGeneral Support$250,000
Jazz at Lincoln Center
3 Columbus CircleNew YorkNY10019No RelationshipPCGeneral Support$100,000
Jilkaat Kwaan Heritage Center
PO Box 976HainesAK99827No RelationshipPCGeneral Support$50,000
Jobs For The Future
88 Broad St 8th FloorBostonMA02110No RelationshipPCGeneral Support$200,000
Junebug Productions Inc
900 Camp StNew OrleansLA70130No RelationshipPCGeneral Support$50,000
Just Communities Central Coast
1528 Chapala St Ste 308Santa BarbaraCA93101No RelationshipPCGeneral Support$40,000
Juxtaposition Arts
2007 Emerson Avenue NorthMinneapolisMN55411No RelationshipPCGeneral Support$175,000
Khmer Arts Academy
375 Redondo Avenue Suite 156Long BeachCA90814No RelationshipPCGeneral Support$47,000
Kiva MicroFunds
875 Howard Street Suite 340San FranciscoCA94103No RelationshipPCGeneral Support$255,000
Kounkuey Design Initiative
108 West 2nd Street 809Los AngelesCA90012No RelationshipPCGeneral Support$165,000
Living Cities
1040 Avenue of the AmericasNew YorkNY10018No RelationshipPCGeneral Support$660,000
Los Angeles Poverty Department
PO Box 26190Los AngelesCA90026No RelationshipPCGeneral Support$50,000
Los Cenzontles Mexican Arts Center
13108 San Pablo AvenueSan PabloCA94805No RelationshipPCGeneral Support$50,000
Louisiana Center for Children's Rights
1820 St Charles AvenueNew OrleansLA70130No RelationshipPCGeneral Support$180,000
MAPP International Productions Inc
140 Second AvenueNew YorkNY10003No RelationshipPCGeneral Support$15,000
Media Alliance-Voices of Our Nations Arts Foundati
1904 Franklin Street 500OaklandCA94612No RelationshipPCGeneral Support$100,000
Meridian Institute
105 Village PlaceDillonCO80435No RelationshipPCGeneral Support$125,000
Michigan Roundtable for Diversity and Inclusion
3031 West Grand BoulevardDetroitMI48202No RelationshipPCGeneral Support$40,000
Mississippi State University
PO Box 6156Mississippi StateMS39762No RelationshipPCGeneral Support$75,000
National Association for Latino Community Asset
1313 Guadalupe Street Suite 203San AntonioTX78207No RelationshipPCGeneral Support$150,000
National Association of Latino Arts & Culture
1208 Buena VistaSan AntonioTX78207No RelationshipPCGeneral Support$150,000
National Day Laborer Organizing Network
675 S Park View St Suite BLos AngelesCA90057No RelationshipPCGeneral Support$50,000
National Domestic Workers Alliance
395 Hudson Street 4th FloorNew YorkNY10014No RelationshipPCGeneral Support$130,000
National Employment Law Project
75 Maiden Lane Suite 601New YorkNY10038No RelationshipPCGeneral Support$350,000
National Housing Institute
60 South Fullerton Avenue Suite 20MontclairNJ07042No RelationshipPCGeneral Support$75,000
National People's Action
810 N Milwaukee AveChicagoIL60642No RelationshipPCGeneral Support$175,000
National Performance Network
PO Box 56698New OrleansLA70156No RelationshipPCGeneral Support$20,000
Natural Resources Defense Council
40 West 20th StreetNew YorkNY10011No RelationshipPCGeneral Support$530,000
Neighborhood Funders Group
436 14th Street Suite 425OaklandCA94612No RelationshipPCGeneral Support$177,000
Neighborhood Story Project
PO Box 19742New OrleansLA70179No RelationshipPCGeneral Support$80,000
New Jersey Performing Arts Center
1 Center StreetNewarkNJ07102No RelationshipPCGeneral Support$75,000
New Venture Fund
1201 Connecticut Ave NW 300WashingtonDC20036No RelationshipPCGeneral Support$628,000
New World Found-Anchor Institutions Task Force
666 West End Ave Suite 1BNew YorkNY10025No RelationshipPCGeneral Support$75,000
New York Civil Liberties Union Foundation
125 Broad Street 19th FloorNew YorkNY10004No RelationshipPCGeneral Support$150,000
NewCorp Inc
2924 St Bernard AvenueNew OrleansLA70119No RelationshipPCGeneral Support$49,000
Next City
1500 JFK Blvd 1220PhiladelphiaPA19102No RelationshipPCGeneral Support$300,000
Nexus Community Partners
2314 University Ave Suite 18St PaulMN55114No RelationshipPCGeneral Support$100,000
One Voice
11606 Southfork Avenue Suite 102Baton RougeLA70817No RelationshipPCGeneral Support$25,000
Opa-locka Community Development Corporation Inc
490 Opa-locka BoulevardOpalockaFL33054No RelationshipPCGeneral Support$300,000
Pacific Community Ventures Inc
51 Federal Street Suite 100San FranciscoCA94107No RelationshipPCGeneral Support$100,000
Partnership for Working Families
1825 K Street NW Suite 210WashingtonDC20006No RelationshipPCGeneral Support$75,000
Penumbra Theatre Company
270 North Kent StreetSaint PaulMN55102No RelationshipPCGeneral Support$100,000
People United for Sustainable Housing Inc
271 Grant StreetBuffaloNY14213No RelationshipPCGeneral Support$230,000
Philadelphia Fringe Festival
140 N Columbus BlvdPhiladelphiaPA19106No RelationshipPCGeneral Support$50,000
Philadelphia Mural Arts Advocates
1727-29 Mt Vernon StreetPhiladelphiaPA19130No RelationshipPCGeneral Support$370,000
Philanthropy New York
79 Fifth Avenue 4th FloorNew YorkNY10003No RelationshipPCGeneral Support$50,000
PICO National Network
171 Santa Rosa AvenueOaklandCA94610No RelationshipPCGeneral Support$125,000
PolicyLink
1438 Webster StOaklandCA94612No RelationshipPCGeneral Support$160,000
Pratt Institute
200 Willoughby AvenueBrooklynNY11205No RelationshipPCGeneral Support$250,000
Queens Council on the Arts
37-11 35th AvenueAstoriaNY11101No RelationshipPCGeneral Support$80,000
Queens Museum of Art
Flushing Meadows Corona ParkQUEENSNY11368No RelationshipPCGeneral Support$100,000
Raw Art Works
37 Central SquareLynnMA01901No RelationshipPCGeneral Support$60,000
Rockefeller Philanthropy Advisors
6 W 48th St 10th FloorNew YorkNY10036No RelationshipPCGeneral Support$1,000,000
Roots of Music Inc
828 Royal Street 521New OrleansLA70116No RelationshipPCGeneral Support$50,000
RSF Social Finance
1002 OReilly AvenueSan FranciscoCA94129No RelationshipPCGeneral Support$50,000
Ruth Ellis Center
77 Victor StreetHighland ParkMI48203No RelationshipPCGeneral Support$100,000
Saint Paul Foundation
101 Fifth Street East Suite 2400Saint PaulMN55101No RelationshipPCGeneral Support$25,000
San Diego State University Research FDN
5250 Campanile DriveSan DiegoCA92182No RelationshipPCGeneral Support$25,000
San Francisco Chamber of Commerce Foundation
235 Montgomery StreetSan FranciscoCA94104No RelationshipPCGeneral Support$75,000
SAY Si (San Antonio Youth Yes)
1518 S AlamoSan AntonioTX78204No RelationshipPCGeneral Support$150,000
Skid Row Housing Trust
1317 E 7th StreetLos AngelesCA90021No RelationshipPCGeneral Support$100,000
Smart Growth America
1707 L Street NWWashingtonDC20036No RelationshipPCGeneral Support$350,000
Social and Environmental Entrepreneurs
23532 Calabasas Road Suite ACalabasasCA91302No RelationshipPCGeneral Support$45,000
Springboard for the Arts
308 Prince St Suite 270Saint PaulMN55101No RelationshipPCGeneral Support$250,000
Tacoma Art Museum
1701 Pacific AvenueTacomaWA98402No RelationshipPCGeneral Support$75,000
The Attic Youth Center
255 South 16th StreetPhiladelphiaPA19102No RelationshipPCGeneral Support$50,000
The College of New Jersey Foundation
PO Box 7718EwingNJ08628No RelationshipPCGeneral Support$600,000
The Loft Literary Center
1011 Washington Avenue SouthMinneapolisMN55415No RelationshipPCGeneral Support$75,000
THE POINT Community Development Corporation
940 Garrison AveBronxNY10474No RelationshipPCGeneral Support$150,000
The Regents of the University of California
2150 Shattuck Avenue Suite 300BerkeleyCA94704No RelationshipPCGeneral Support$195,000
The Reset Foundation
1500 Mission StreetBostonMA02116No RelationshipPCGeneral Support$90,000
The RYSE Center
205 41st StreetRichmondCA94805No RelationshipPCGeneral Support$50,000
The Theater Offensive
565 Boylston Street 3rd FloorBostonMA02116No RelationshipPCGeneral Support$150,000
Tides Foundation
PO Box 29903San FranciscoCA94129No RelationshipPCGeneral Support$40,000
TransForm
436 14TH STREET SUITE 600OAKLANDCA94612No RelationshipPCGeneral Support$75,000
Tulane University-Tulane City Center
1555 Poydras StreetNew OrleansLA70112No RelationshipPCGeneral Support$70,000
UBW Inc
138 South Oxford StreetBrooklynNY11217No RelationshipPCGeneral Support$100,000
University of Chicago
5801 S Ellis Ave Suite 109ChicagoIL60637No RelationshipPCGeneral Support$250,000
University of Connecticut Foundation Inc
2390 Alumni Drive U3206StorrsCT06269No RelationshipPCGeneral Support$200,000
University of Maine System
96 Falmouth Street Box 9300PortlandME04104No RelationshipPCGeneral Support$85,000
University of Southern California
950 W Jefferson JEF 102Los AngelesCA90089No RelationshipPCGeneral Support$200,000
University of Wisconsin System
21 N Park Street Suite 6401MadisonWI53715No RelationshipPCGeneral Support$150,000
Urban Innovation21
1901 Centre AvePittsburghPA15219No RelationshipPCGeneral Support$125,000
Urban Justice Center
123 William Street 16TH FLOORNEW YORKNY10038No RelationshipPCGeneral Support$50,000
Urban Word NYC
242 W 27th Suite 3ANew YorkNY10001No RelationshipPCGeneral Support$150,000
Urbano Project Inc
29 Germania StreetBostonMA02130No RelationshipPCGeneral Support$100,000
Vera Institute of Justice
233 Broadway 12th FloorNew YorkNY10279No RelationshipPCGeneral Support$140,000
Verde
6899 NE Columbia BlvdPortlandOR97218No RelationshipPCGeneral Support$250,000
Winrock International
2101 River Front DriveLittle RockAR72202No RelationshipPCGeneral Support$225,000
Women Make Movies
115 West 29th Street 12th FloorNew YorkNY10001No RelationshipPCGeneral Support$50,000
Working Classroom
423 Atlantic SWAlbuquerqueNM87102No RelationshipPCGeneral Support$100,000
Yerba Buena Center for the Arts
701 Mission StreetSan FranciscoCA94103No RelationshipPCGeneral Support$150,000
YMCA of the Greater Twin Cities
2125 E Hennepin AvenueMinneapolisMN55413No RelationshipPCGeneral Support$50,000
Youth Empowerment Project
1600 Oretha Castle Haley BoulevardNew OrleansLA70113No RelationshipPCGeneral Support$50,000
Youth Represent
11 Park PlaceNew YorkNY10007No RelationshipPCGeneral Support$150,000
Youth Speaks
1663 Mission StreetSan FranciscoCA94103No RelationshipPCGeneral Support$500,000
Zaccho Dance Theatre
1777 Yosemite Ave 330San FranciscoCA94124No RelationshipPCGeneral Support$80,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$22,995,300TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

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

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,217ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,074,340ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$24,368,246ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
PARTNERSHIP INC.525990$2,365,13618$114,131,812
RSF PRI INTEREST INCOMCE90009914$7,473
BOC CAPITAL PRI INTEREST INCOME90009914$3,756

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$2,365,136UnrelatedBusinessTaxblIncmAmt
Exclusion$145,592,844ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$147,957,980TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonTRUST UA JOHN E ANDRUS RESIDUARYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1TRUSTEE US TRUST CO 45 WALL STAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10005ZIPCd
FieldValueIRS element (for citing)
Total Contributions$14,485,517TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDIT & TAX PREPCategoryTxt
Amt$95,135Amt
Net Investment Income$21,013NetInvestmentIncomeAmt
Disbursements Charitable Prps$74,122DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmt
FURNITURE &FIXT.2009-01-01$144,851$110,169SL5$11,447
LEASEHOLD IMPRV.2009-01-01$1,333,097$714,474SL11$137,560
COMPUTER EQUIP.2009-01-01$400,031$210,613SL5$38,433
ART WORK2009-01-01$84,400$81,071SL5$3,329

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
PART IX-B, LINE 1:PART IX-B, LINE 1:SUMMARY OF PROGRAM-RELATED INVESTMENTS - Loan to an IRC 501(c)(3) public charity to further Surdna's charitable initiative relating to "sustainable environments." The purpose of the loan is to promote growth of sustainable agriculture and rebuilding of regional food infrastructure. Under the terms of the agreement, the public charity will use proceeds of the loan solely to make loans to social enterprises which may be for-profit or nonprofit organizations) for the purpose of enabling them to do work (or conduct their work) in a manner that is socially beneficial and charitable within the meaning of Section 170(c)(2)(B) of the Internal Revenue Code (i.e., "Qualifying Loans") The Loan Agreement will further provide that the focus area of loans to social enterprises will be food and agriculture, including loans to projects supporting local food systems based on sustainable agriculture. The loan duration is 5 years from time of issuance and the interest rate by Surdna is fixed at 1%.
PART IX-B, LINE 1:PART IX-B, LINE 2:SUMMARY OF PROGRAM-RELATED INVESTMENTS - Loan to an IRC 501(c)(3) public charity to further Surdna's charitable initiative relating to "strong local economies." Under the terms of the agreement, the public charity will use proceeds of the loan solely to make Facility Loans to facility Borrowers under the Program that meet the facility Borrower Eligibility Requirements. The proceeds of the loan (including a loan from a commercial bank) will partially capitalize a $3.5 million loan facility which will make loans to minority and women-owned contractors and sub-contractors ("MWBEs") that have already been awarded a public or private contract from the NYC Department of Environment Protection of other city agencies engaged in Hurricane sandy recovery. The loan facility funded by Surdna is over a two-year commitment period. The maturity date of the loans will be three years following the start of the Commitment period. The interest rate of the loans by Surdna is fixed at 0.5%.

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (64 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GOOGLE NAME CHANGE ALPHABET 26$234,230$234,230
GOOGLE NAME CHANGE ALPHABET 26$542,740$542,740
ADOBE SYS INC COM$538,717$538,717
ADR ALIBABA GROUP HLDG LTD-SP$619,082$619,082
ADR ARM HLDS PLC SPONSORED ISI$428,649$428,649
ADR ASML HLDG NV NY REG 2012 ($348,836$348,836
ADR BAIDU INC SPONSORED ADR$836,136$836,136
AEROJET ROCKETDYNE HLDGS INC C$390,044$390,044
ALEXION PHARMACEUTICALS INC CO$564,906$564,906
AMERISAFE INC COM$416,481$416,481
ARES CAP CORP COM$172,419$172,419
ATHENAHEALTH INC COM MON STOCK$243,483$243,483
BELMOND LTD COM STOCK$167,366$167,366
BIOGEN INC COMMON STOCK$686,698$686,698
BIOMARIN PHARMACEUTICAL INC CO$543,701$543,701
BROOKDALE SR LIVING INC COM ST$361,748$361,748
CERNER CORP COM$364,292$364,292
CHIPOTLE MEXICAN GRILL INC COM$529,366$529,366
CORRECTIONS CORP AMER$339,070$339,070
DORMAN PRODS INC COM$440,855$440,855
FACEBOOK INC CL A CL A$982,009$982,009
FIRST CASH FINANCIAL SERVICES$247,326$247,326
FMC TECHNOLOGIES INC COM$298,728$298,728
GANNETT CO INC COM$261,613$261,613
GUANGDONG INVT LTD COM$119,100$119,100
HAYNES INTL INC COM NEW COM NE$213,309$213,309
HOWARD HUGHES CORP COM STOCK$470,094$470,094
HSN INC NEW COM$484,311$484,311
HURON CONSULTING GROUP INC COM$4,766$4,766
ILLUMINA INC COM$191,502$191,502
INFINITY PPTY & CAS CORP COM$337,488$337,488
INTERPUBLIC GROUP COMPANIES IN$405$405
JARDEN CORP COM$737,438$737,438
LAS VEGAS SANDS CORP COM STK$236,565$236,565
LENDINGCLUB CORP COM$250,750$250,750
LINKEDIN CORP CL A$681,879$681,879
MEDIDATA SOLUTIONS INC COM$164,318$164,318
MONSANTO CO NEW COM$455,672$455,672
MSC INDL DIRECT INC CL A COM$354,083$354,083
MTS SYS CORP COM$346,474$346,474
NIKE INC CL B$491,491$491,491
PALO ALTO NETWORKS INC COM USD$235,845$235,845
POOL CORP COM STK$235,103$235,103
REGENERON PHARMACEUTICALS INC$785,600$785,600
RINGCENTRAL INC CL A CL A$125,344$125,344
RUSH ENTERPRISES INC CL A CL A$279,792$279,792
SALESFORCE COM INC COM STK$1,016,598$1,016,598
SCHLUMBERGER LTD COM COM$486,974$486,974
SCHWAB CHARLES CORP COM NEW$432,613$432,613
SOUTHWESTERN ENERGY CO COM$127,288$127,288
SPLUNK INC COMSTK COM USD0.001$450,790$450,790
STANCORP FINL GROUP INC COM$257,074$257,074
STRATEGIC HOTELS & RESORTS INC$298,152$298,152
TESARO INC COM$162,790$162,790
TESCO CORP COM$111,180$111,180
THE PRICELINE GROUP INC$604,469$604,469
THERMON GROUP HLDGS INC$220,241$220,241
TWENTY-FIRST CENTY FOX INC CL$344,977$344,977
UNIFIRST CORP MASS COM$335,550$335,550
VIASAT INC COM$357,944$357,944
VISA INC COM CL A STK$1,235,560$1,235,560
WALTER INVT MGMT CORP$281,873$281,873
WHOLE FOODS MKT INC COM$299,744$299,744
ZEBRA TECHNOLOGIES CORP CL A$744,922$744,922

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (142 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MFC SPDR DOW JONES GLOBAL REALFMV$15,445,706$15,445,706
MFO DFA EMERGING MARKETS VALUEFMV$21,406,781$21,406,781
MFO GMO QUAL FD IIIFMV$11,051,243$11,051,243
MFO GMO TR GLOBAL EQUITY ALLOCFMV$75,148,591$75,148,591
MFO HARDING LOEVNER FDS INC INFMV$18,649,394$18,649,394
MFO MORGAN STANLEY INSTL FD INFMV$14,761,265$14,761,265
MFO PRUDENTIAL JENNISON NATURAFMV$26,306,580$26,306,580
FUTURES CONTRACTSFMV$9,940,913$9,940,913
ROCKEFELLER ESCROW CASHFMV$2,409$2,409
4D GLOBAL ENERGY INVESTMENTS PFMV$1,892,403$1,892,403
ABRY ADVANCED SECURITIES FUNDFMV$386,866$386,866
ABRY PARTNERS VII LPFMV$3,546,143$3,546,143
ABRY PARTNERS VIII, LPFMV$981,518$981,518
ABRY SENIOR EQUITY IIIFMV$1,603,283$1,603,283
ABRY SENIOR EQUITY IVFMV$1,565,393$1,565,393
ADAGE CAPITAL PARTNERS, LPFMV$57,528,933$57,528,933
APOLLO EUROPEAN PRINCIPAL FINAFMV$1,777,586$1,777,586
ARCLIGHT ENERGY PARTNERS FUNDFMV$1,910,654$1,910,654
ARSENAL CAPITAL PARTNERS III LFMV$2,303,632$2,303,632
ARTIMAN VENTURES 2014, LPFMV$375,631$375,631
ARTIMAN VENTURES SELECT 2014,FMV$203,875$203,875
ARTIMAN VENTURES SPECIAL OPPORFMV$1,391,950$1,391,950
ASIA ALTERNATIVES CAPITAL PARTFMV$502,352$502,352
ASIA ALTERNATIVES CAPITAL PTRSFMV$3,918,455$3,918,455
ASIA ALTERNATIVES DELAWARE IIIFMV$90,718$90,718
ASPECT VENTURES, LPFMV$586,358$586,358
BAIN CAPITAL ASIA FUND, LPFMV$1,831,105$1,831,105
BAIN CAPITAL EUROPE FUND III,FMV$5,202,606$5,202,606
BAIN CAPITAL FUND IX, LPFMV$7,303,086$7,303,086
BAIN CAPITAL FUND X LPFMV$9,817,203$9,817,203
BAIN CAPITAL IX COINVESTMENT FFMV$1,900,424$1,900,424
BAUPOST VALUE PARTNERS IV, LPFMV$34,120,179$34,120,179
BERKSHIRE MULTIFAMILY VALUE FUFMV$4,907,209$4,907,209
BLUE WATER ENERGY FUND 1-A LPFMV$1,375,744$1,375,744
BPG INVESTMENT PARTNERSHIP VIIFMV$2,964,824$2,964,824
BROOKSIDE CAYMAN, LTDFMV$7,753,421$7,753,421
CARMEL PARTNERS INVESTMENT FUNFMV$504,359$504,359
CF ABSOLUTE RETURN CAYMAN LTDFMV$8,448,740$8,448,740
CF BENNETT OFFSHORE RESTRUCTURFMV$9,481,244$9,481,244
CF COATUE OFFSHORE LTD CL A D-FMV$14,481,781$14,481,781
CF CONTRARIAN C1A CL A SER 1 FFMV$10,663,266$10,663,266
CF ESG CROSS BORDER EQUITY OFFFMV$12,221,345$12,221,345
CF GREENLIGHT CAPITAL OFFSHOREFMV$9,409,151$9,409,151
CF HHR ATLAS LTD CL C SER 1 FDFMV$16,361,718$16,361,718
CF HIGHLINE CAPITAL INTERNATIOFMV$18,151,889$18,151,889
CF HITCHWOOD CAPITAL FUND LTDSFMV$11,197,568$11,197,568
CF MASON CAPITAL LTD - F INITIFMV$14,653,789$14,653,789
CF SILCHESTER INTL VALUE EQTYFMV$22,396,431$22,396,431
CF SIRIOS OVERSEAS CLASS A UNRFMV$5,303,057$5,303,057
CF SIRIOS OVERSEAS FD A/1EFMV$11,724,083$11,724,083
CF TACONIC OFFSHORE 1.5 LTD CLFMV$9,408,254$9,408,254
CF VIKING GLOBAL EQ III LTD CLFMV$19,223,964$19,223,964
CF WELLINGTON SPINDRIFT CL S SFMV$259,209$259,209
CF WELLINGTON SPINDRIFT CL S SFMV$35,043$35,043
CF WELLINGTON SPINDRIFT CL S SFMV$180,594$180,594
CF WELLINGTON SPINDRIFT CL S SFMV$63,786$63,786
CF WELLINGTON SPINDRIFT CL S SFMV$335,340$335,340
CF WELLINGTON SPINDRIFT CL S SFMV$183,592$183,592
CF WGI EMERGING MARKETS LLC FDFMV$14,232,415$14,232,415
CHARLESBANK EQUITY FUND VIIFMV$4,170,211$4,170,211
CHARLESBANK EQUITY FUND VIII LFMV$502,681$502,681
COMMONFD CAPITAL INTL PARTNERSFMV$2,185,742$2,185,742
COMMONFUND CAP PRIVATE EQUITYFMV$2,228,117$2,228,117
COMMONFUND CAP PRIVATE EQUITYFMV$4,098,670$4,098,670
COMMONFUND CAPITAL INTL PARTNEFMV$740,621$740,621
COMMONFUND CAPITAL NATURAL RESFMV$6,140,690$6,140,690
COMMONFUND CAPITAL VENTRUE PTRFMV$3,508,617$3,508,617
COMMONFUND CAPITAL VENTURE PTRFMV$1,152,967$1,152,967
CONVEXITY CAPITAL OFFSHOREFMV$22,855,360$22,855,360
DAVIDSON KEMPNER INST PTRSFMV$18,682,963$18,682,963
DBL PARTNERS III LPFMV$333,491$333,491
DOVER STREET VII CAYMAN FUND,FMV$2,757,764$2,757,764
ENCAP ENERGY CAPITAL FUND VI-BFMV$412,452$412,452
ENCAP ENERGY CAPITAL FUND VII-FMV$1,084,473$1,084,473
ENCAP FLATROCK MIDSTREAM FUNDFMV$2,353,401$2,353,401
ENCAP FLATROCK MIDSTREAM FUNDFMV$181,196$181,196
ENDOWMENT PRIVATE EQUITY PARTNFMV$948,333$948,333
ENDOWMENT VENTURE PARTNERS V,FMV$2,094,292$2,094,292
ENERVEST ENERGY INSTITUTIONALFMV$2,779,981$2,779,981
ENERVEST ENERGY INSTITUTIONALFMV$4,914,964$4,914,964
ENERVEST ENERGY INSTITUTIONALFMV$4,463,505$4,463,505
EUROPA FUND IIIFMV$1,996,582$1,996,582
FARALLON CAPITAL INSTITUTIONALFMV$2,530,593$2,530,593
FORTRESS INVESTMENT FUND V (COFMV$2,105,939$2,105,939
FORTRESS INVESTMENT FUND V B,FMV$6,450,255$6,450,255
FRONTIER SMALL CAP GROWTH FUNDFMV$10,627,687$10,627,687
GENERAL CATALYST GROUP VIFMV$5,581,623$5,581,623
GENERAL CATALYST GROUP VII, LPFMV$1,650,648$1,650,648
GENERAL MOTORS CORP CONT NOTEFMV$74,300$74,300
GREENFIELD ACQUISITION PARTNERFMV$1,576,118$1,576,118
HIGHFIELDS CAPITAL IV, LPFMV$20,018,200$20,018,200
HIGHLAND CAPITAL PARTNERS 9 LPFMV$944,354$944,354
HIGHLAND CAPITAL PARTNERS VIIIFMV$2,582,311$2,582,311
ICON VENTURES V, LP FORMERLY JFMV$1,673,137$1,673,137
INDUS ASIA PACIFIC FUND LTDFMV$103,591$103,591
INTERWEST PARTNERS X, LPFMV$3,121,930$3,121,930
JC FLOWERS II, LPFMV$1,496,434$1,496,434
KABOUTER INTERNATIONAL OPPORTUFMV$17,620,609$17,620,609
KAYNE ANDERSON ENERGY FUND V (FMV$2,189,616$2,189,616
KAYNE ANDERSON ENERGY FUND VIFMV$1,688,601$1,688,601
LONE STAR FUND IV (US), LPFMV$98,353$98,353
LONE STAR FUND V (US), LPFMV$3,295,147$3,295,147
LONE STAR FUND VI (US), LPFMV$2,779,316$2,779,316
LONE STAR FUND VII (US) LPFMV$686,260$686,260
LONE STAR FUND VIII (U.S.), LPFMV$3,174,531$3,174,531
LONE STAR REAL ESTATE FUND (USFMV$713,893$713,893
MADISON DEARBORN CAPITAL PARTNFMV$310,242$310,242
MADISON DEARBORN CAPITAL PTRSFMV$2,742,763$2,742,763
MADISON INTERNATIONAL RE LIQUIFMV$3,739,018$3,739,018
MADISON INTERNATIONAL RE LIQUIFMV$2,161,226$2,161,226
MADISON INTERNATIONAL REAL ESTFMV$2,005,455$2,005,455
MORGENTHALER VENTURE PARTNERSFMV$8,829,795$8,829,795
NCD PARTNERS V, LPFMV$3,008,467$3,008,467
NORTH BRIDGE GROWTH EQUITY II,FMV$1,698,148$1,698,148
NORTHGATE PRIVATE EQUITY PARTNFMV$11,415,193$11,415,193
NORTHGATE VENTURE PARTNERS IIIFMV$10,738,727$10,738,727
OZ OVERSEAS FUND, LTDFMV$623,848$623,848
PARK STREET CAPITAL NATURAL REFMV$3,796,528$3,796,528
PATRON CAPITAL LP IIIFMV$1,304,750$1,304,750
PATRON CAPITAL LP IVFMV$3,360,970$3,360,970
PERRY PARTNERS INTERNATIONAL,FMV$32,297$32,297
PHOENIX ASIA REAL ESTATE INVESFMV$2,549,037$2,549,037
PROSPECT HARBOR CREDIT PARTNERFMV$224,582$224,582
RIVERSIDE CAPITAL APPRECIATIONFMV$1,995,595$1,995,595
RMS EVERGREEN US FORESTLANDFMV$14,146,281$14,146,281
SANKATY CREDIT OPPORTUNITIES (FMV$965,142$965,142
SANKATY CREDIT OPPORTUNITIES IFMV$2,494,175$2,494,175
SHORENSTEIN REALTY INVESTORS NFMV$2,202,669$2,202,669
SIGMA PRIME PARTNERS IXFMV$949,612$949,612
SOMERSET GLOBAL EMERGING MARKEFMV$13,254,631$13,254,631
SOUTHERN CROSS LATIN AMERICA PFMV$2,945,966$2,945,966
SUMMIT PARTNERS GROWTH EQUITYFMV$2,074,683$2,074,683
SUMMIT PARTNERS VENTURE CAPITAFMV$917,749$917,749
TIFF PARTNERS III, LLCFMV$1,100,037$1,100,037
TPG ENDOWMENT FUND V, LPFMV$3,253,069$3,253,069
TPG ENDOWMENT FUND VI, LPFMV$4,613,158$4,613,158
VENROCK ASSOCIATES VIFMV$5,290,620$5,290,620
VENROCK ASSOCIATES VIIFMV$648,231$648,231
WESTBROOK RE FUND IXFMV$1,468,895$1,468,895
CF SSGA U.S GOVT CREDIT BOND IFMV$84,087,756$84,087,756
MFB NTGI-QM COMMON DIVERSIFIEDFMV$10,238,741$10,238,741
NTGI-QM COMMON DAILY S&P 500 EFMV$300$300

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (4 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
FURNITURE &FIXT.$144,851$121,616$23,235
LEASEHOLD IMPRV.$1,333,097$852,034$481,063
COMPUTER EQUIP.$400,031$249,046$150,985
ART WORK$84,400$84,400

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryVARIOUS LEGALCategoryTxt
Legal Fees$67,265LegalFeesAmt
Net Investment Income$10,952NetInvestmentIncomeAmt
Disbursements Charitable Prps$56,313DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPROGRAM RELATED INVESTMENTSDesc
BOY Book Value$11,805,408BOYBookValueAmt
EOY Book Value$954,980EOYBookValueAmt
EOYFMV$954,980EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
NET UNREALIZED LOSS ON INVESTMENTS$89,434,726
NET UNREALIZED LOSS FROM PARTNERSHIPS$42,718,769

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
BOOKS & SUBSCRIPTIONS$6,598$6,598
CONFERENCE/REGISTRATION$49,727$49,727
INSURANCE$58,612$58,612
INTERNET/SOFTWARE$103,460$103,460
MEMBERSHIPS$131,658$131,658
MISCELLANEOUS$58,599$58,599
OFFICE SUPPLIES$96,995$96,995
PARTNERSHIP EXP$9,192,467
PER DIEM SALARIES$99,391$99,391
POSTAGE$13,594$13,594
TELEPHONE$86,865$86,865
ANNUAL REPORT$17,239$17,239

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
PARTNERSHIP INCOME - OTHER PORTFOLIO
INCOME$116,496,948$11,026,756
RSF PRI INTEREST INCOME$7,473$7,473
BOC CAPITAL PRI INTEREST INCOME$3,756$3,756
LESS INCOME TAXED AS UNRELATED BUSINESS
INCOME (IRC 4940(C)(2))-$2,365,136

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmt
COLLATERAL PAYABLE UNDER$0
SECURITIES LENDING$0
AGREEMENT$10,279,610

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
GRANT PROGRAM CONSULTANTS$1,051,635$1,051,635
EXECUTIVE SEARCH FEES$124,546$124,546
INVESTMENT MANAGEMENT$3,040,600$3,040,600

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX ON NET INVEST. INC.$1,686,102$0
FOREIGN TAXES PAID$278,649
STATE UNRELATED BUSINESS
INCOME TAX$12,840