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SURDNA FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
SURDNA FOUNDATION INC (EIN 13-6108163)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-11
IRS object ID
201541319349102064
Schema version
2013v4.0
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)
Return2015-05-11T15:36:46-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 PARK AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136108163EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SURDNA FOUNDATION INCBusinessNameLine1
Business Name Line2ATT MARC DE VENOGEBusinessNameLine2
FieldValueIRS element (for citing)
In Care Of% SURDNA FOUNDATION INCInCareOfNm
Business Name ControlSURDBusinessNameControlTxt
Phone2125570010PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1330 MADISON AVENUE 30TH FLOORAddressLine1
Address Line2SuiteAddressLine2
CityNEW YORKCity
StateNYState
ZIP Code100175001ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARC DE VENOGEPersonNm
Person TitleVP FINANCE & ADMIN.PersonTitleTxt
Phone2125570010PhoneNum
Signature2015-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPaul HammerschmidtPreparerPersonNm
PTINP01384178PTIN
Phone2125570010PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,037,047,874FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,022,867ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$314,211InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$314,211InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,202,579DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,543,788DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$33,106,082NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$268,166,391GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$52,699,195CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$10,226,091OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3,097,377OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$64,871,830TotalRevAndExpnssAmt
Total Net Invst Incm$77,654,571TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,938,812CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,938,812CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,414,288OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,414,288OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,234,210PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$1,234,210PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$90,964LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$21,964LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$69,000LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$124,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$124,950AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,659,876OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,721,596OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$938,280OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,575,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$329,774TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$178,668DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss$959,497OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$959,497OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$652,484TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$652,484TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$42,778PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$42,778PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$792,817OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,964,533OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$792,817OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,664,344TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,037,867TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,167,116TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$47,522,147ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$38,426,897ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$60,186,491TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,037,867TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$46,594,013TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,685,339ExcessRevenueOverExpensesAmt
Net Investment Income$63,616,704NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,869,731SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$40,953,951SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$40,953,951SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$18,671,845USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,760,791USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,760,791USGovtObligationsEOYFMVAmt
Corporate Stock BOY$22,101,150CorporateStockBOYAmt
Corporate Stock EOY$24,481,268CorporateStockEOYAmt
Corporate Stock EOYFMV$24,481,268CorporateStockEOYFMVAmt
Corporate Bonds BOY$3,653,455CorporateBondsBOYAmt
Other Investments BOY$868,552,430OtherInvestmentsBOYAmt
Other Investments EOY$957,106,942OtherInvestmentsEOYAmt
Other Investments EOYFMV$957,106,942OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,826,242LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,116,328LandBldgEquipAccumDeprecAmt
Land BOY$843,202LandBOYAmt
Land EOY$709,914LandEOYAmt
Land EOYFMV$709,914LandEOYFMVAmt
Other Assets BOY$12,904,566OtherAssetsBOYAmt
Other Assets EOY$11,035,008OtherAssetsEOYAmt
Other Assets EOYFMV$11,035,008OtherAssetsEOYFMVAmt
Total Assets BOY$929,596,379TotalAssetsBOYAmt
Total Assets EOY$1,037,047,874TotalAssetsEOYAmt
Total Assets EOYFMV$1,037,047,874TotalAssetsEOYFMVAmt
Accounts Payable BOY$764,206AccountsPayableBOYAmt
Accounts Payable EOY$779,963AccountsPayableEOYAmt
Grants Payable BOY$15,239,450GrantsPayableBOYAmt
Grants Payable EOY$24,334,700GrantsPayableEOYAmt
Other Liabilities BOY$11,795,875OtherLiabilitiesBOYAmt
Other Liabilities EOY$10,279,610OtherLiabilitiesEOYAmt
Total Liabilities BOY$27,799,531TotalLiabilitiesBOYAmt
Total Liabilities EOY$35,394,273TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$901,796,848UnrestrictedBOYAmt
Unrestricted EOY$1,001,653,601UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$901,796,848TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,001,653,601TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$929,596,379TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,037,047,874TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$901,796,848TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,685,339ExcessRevenueOverExpensesAmt
Other Increases$95,171,414OtherIncreasesAmt
Subtotal$1,001,653,601SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,001,653,601TotNetAstOrFundBalancesEOYAmt

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$243,971,481$215,467,196$28,504,285$28,504,285
NET CAPITAL GAIN FROM PARTNERSHIPS$24,194,910$24,194,910$24,194,910
FieldValueIRS element (for citing)
Capital Gain Net Income$52,699,195CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$41,554,950AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$840,389,978NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049447DistributionYr1Rt
Adjusted Qlfy Distri Yr2$43,775,695AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$798,039,355NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.054854DistributionYr2Rt
Adjusted Qlfy Distri Yr3$44,549,863AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$796,727,524NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.055916DistributionYr3Rt
Adjusted Qlfy Distri Yr4$40,373,154AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$750,471,060NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.053797DistributionYr4Rt
Adjusted Qlfy Distri Yr5$44,224,764AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$771,385,197NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.057332DistributionYr5Rt
Total Distribution0.271346TotalDistributionRt
Average Distribution0.054269AverageDistributionRt
Net Vl Noncharitable Assets$946,120,213NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$51,344,998AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$636,167NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$51,981,165AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$47,409,793QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,272,334InvestmentIncomeExciseTaxAmt
Subtotal$1,272,334SubtotalAmt
Tax Based On Investment Income$1,272,334TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,699,443EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,699,443TotalPaymentsAndCreditsAmt
Overpayment$427,109OverpaymentAmt
Applied To ES Tax$427,109AppliedToESTaxAmt

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 Line1SURDNA FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Phone2125570010PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1330 MADISON AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PHILLIP HENDERSON
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001PRESIDENT40.0$481,853$94,534$0
MARC DE VENOGE
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001CFO AND ASSISTANT TREASURER40.0$414,013$98,511$0
SHARON ALPERT
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001SR. DIR. OF PROGRAM STRATEGIES40.0$227,265$67,668$0
LETICIA PEGUERO
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001EXECUTIVE DIRECTOR40.0$191,475$39,402$0
SHAWN ESCOFFERY
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001PRGM DIR. STRONG LOCAL ECON.40.0$171,021$37,759$0
JUDILIEE REED
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001PROGRAM DIR -THRIVING CULTURES40.0$155,075$46,267$0
GEORGE SOULE
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001COMMUNICATIONS DIRECTOR40.0$150,000$59,689$0
MICHELLE KNAPIK
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001PRGM DIR -SUSTAINABLE ENVIRON.40.0$148,110$17,773$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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
JONATHAN GOLDBERG
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001GRANTS MGMT/MIS DIR.40.0$186,858$55,119$0
HELEN CHIN
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001PRGM OFF-SUSTAIN ENV40.0$111,295$53,133$0
ELIZABETH C BERRY
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001PROGRAM OFFICER40.0$99,920$40,856$0
AMY T MORRIS
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001PROGRAM OFFICER40.0$98,678$29,428$0
JOSE A GARCIA
330 MADISON AVENUE 30TH FLOORNEW YORKNY100175001PROGRAM OFFICER40.0$96,490$51,330$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k4OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeService TypeServiceTypeTxtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1CityForeignAddress/CityProvince Or StateForeignAddress/ProvinceOrStateCountryForeignAddress/CountryPostal CodeForeignAddress/PostalCode
CAMBRIDGE ASSOCIATES
100 SUMMER STREETBOSTONMA02110INVEST. CONSULTING$1,731,329
THE NORTHERN TRUST COMPANY
50 S LASALLE STREETCHICAGOIL60675CUSTODIAL BANK$322,322
GRYPHON INTERNATIONAL INVESTMENT CORP
INVEST. CONSULTING$144,00020 BAY STREET SUITE 1905TORONTOONTARIOCAM5J 2N8
NEUBERGER BERMAN
605 THIRD AVENUE 41ST FLOORNEW YORKNY10158INVEST. CONSULTING$90,789
BWB SOLUTIONS
250 WEST MAIN STREETBRANFORDCT06405CONSULTING$87,664
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 "STRONG LOCAL ECONOMIES." (SEE GENERAL EXPLANATION ATTACHMENT FOR CONTINUATION)Description1Txt
Expenses1$750,000Expenses1Amt
Description2LOAN TO AN IRC 501(C)(3) PUBLIC CHARITY TO FURTHER SURDNA'S CHARITABLE INITIATIVE RELATING TO "SUSTAINABLE ENVIRONMENTS." (SEE GENERAL EXPLANATION ATTACH. FOR CONTIN.)Description2Txt
Expenses2$20,400Expenses2Amt
Total$770,400TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$284,684,853AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$34,288,845AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$641,554,437FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$960,528,135TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$960,528,135AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,407,922CashDeemedCharitableAmt
Net Vl Noncharitable Assets$946,120,213NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,306,011MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,306,011MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,272,334TaxBasedOnInvestmentIncomeAmt
Total Tax$1,272,334TotalTaxAmt
Distributable Before Adj$46,033,677DistributableBeforeAdjAmt
Distributable Before Ded$46,033,677DistributableBeforeDedAmt
Distributable As Adjusted$46,033,677DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,594,013ExpensesAndContributionsAmt
Program Related Invst Total$770,400ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$45,380CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$47,409,793QualifyingDistributionsAmt
Adjusted Qualifying Distri$47,409,793AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$46,033,677DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12011PriorYear1Yr
Prior Year22010PriorYear2Yr
Prior Year32009PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$6,129,864ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,050,907ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,255,185ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,564,051ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,019,579ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$20,019,586TotalExcessDistributionCyovAmt
Qualifying Distributions$47,409,793QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$46,033,677AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,376,116RemainingDistriFromCorpusAmt
Total Corpus$21,395,702TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$6,129,864ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$15,265,838ExcessDistriCyovToNextYrAmt
Excess From Year4$3,050,907ExcessFromYear4Amt
Excess From Year3$5,255,185ExcessFromYear3Amt
Excess From Year2$4,564,051ExcessFromYear2Amt
Excess From Year1$1,019,579ExcessFromYear1Amt
Excess From Current Year$1,376,116ExcessFromCurrentYearAmt
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 AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode
FieldValueIRS element (for citing)
Recipient Phone2125570010RecipientPhoneNum
Form And Info And MaterialsSURDNA GENERALLY FOLLOWS A TWO-STAGE APPLICATION PROCESS - LETTER OF INQUIRY, AND FULL PROPOSAL. BECAUSE OF THE LARGE NUMBER OF REQUESTS SURDNA RECEIVES AND THE AMOUNT OF TIME IT TAKES FOR AN APPLICANT TO DEVELOP A FULL GRANT PROPOSAL, APPLICANTS ARE ASKED TO SEND FULL PROPOSALS ONLY WHEN REQUESTED BY A FOUNDATION STAFF MEMBER. THE FIRST STEP FOR MOST APPLICANTS, THEREFORE, IS SENDING SURDNA A LETTER OF INQUIRY.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsTHE SURDNA FOUNDATION MAKES GRANTS TO NONPROFIT ORGANIZATION IN THE AREAS OF ENVIRONMENT, COMMUNITY REVITALIZATION, EFFECTIVE CITIZENRY, THE ARTS, AND THE NONPROFIT SECTOR.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (438 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
52nd Street Project
789 TENTH AVENUENEW YORKNY10019No RelationshipPCGeneral Support$25,000
A Home Within
2255 Van Ness Ave STE 203San FranciscoCA94109No RelationshipPCGeneral Support$76,300
A Long Walk Home
1658 N Milwaukee Ave Suite 104ChicagoIL60647No RelationshipPCGeneral Support$1,000
Adoption & Foster Care Mentoring
727 Atlantic Ave 3rd FloorBostonMA02111No RelationshipPCGeneral Support$97,000
Advocates for Human Rights
330 Second Avenue South Suite 800MinneapolisMN55401No RelationshipPCGeneral Support$100,000
African Development Center of Minnesota
1931 South 5th StreetMinneapolisMN55454No RelationshipPCGeneral Support$100,000
Alliance for a Greater New York
50 Broadway 29th FlNew YorkNY10004No RelationshipPCGeneral Support$175,000
Alliance for a Just Society
3518 S Edmunds StSeattleWA98118No RelationshipPCGeneral Support$125,000
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$175,000
American Council for an Energy-Efficient Economy
529 14th Street NW Suite 600WashingtonDC20045No RelationshipPCGeneral Support$100,000
American Humane Association
1400 16th Street NW Suite 360WashingtonDC20036No RelationshipPCGeneral Support$5,000
American Prospect
1710 RHODE ISLAND AVE NW 12TH FLWashingtonDC20036No RelationshipPCGeneral Support$75,000
American Rivers
1101 14th Street NW Suite 1400WashingtonDC20005No RelationshipPCGeneral Support$100,000
American Society For The Prevention Of Cruelty To
424 East 92nd StreetNEW YORKNY10128No RelationshipPCGeneral Support$180
Anchorage Museum
625 C StreetAnchorageAK99501No RelationshipPCGeneral Support$80,000
Animal Welfare Society of Jefferson
PO Box 147Charles TownWV25414No RelationshipPCGeneral Support$4,000
Art Center College of Design
1700 Lida StreetPasadenaCA91103No RelationshipPCGeneral Support$30,000
Arts Unbound
542 Freeman StreetOrangeNJ07050No RelationshipPCGeneral Support$1,000
ArtSpot Productions
609 Saint Ferdinand StreetNew OrleansLA70117No RelationshipPCGeneral Support$50,000
AS220
115 Empire StreetProvidenceRI02903No RelationshipPCGeneral Support$75,000
Asian American Writers' Workshop
110-112 West 27th StreetNEW YORKNY10001No RelationshipPCGeneral Support$125,000
Asian Americans For Equality
2 Allen Street 7th FloorNEW YORKNY10002No RelationshipPCGeneral Support$100,000
Asian Arts Initiative
1219 Vine StreetPhiladelphiaPA19107No RelationshipPCGeneral Support$75,000
Aspiranet
400 Oyster Point Blvd 501South San FranciscoCA94080No RelationshipPCGeneral Support$100,000
Association for Women in Science
1321 Duke Street Ste 210AlexandriaVA22314No RelationshipPCGeneral Support$100
Association of Baltimore Area Grantmakers
2 E Read Street 2nd FloorBaltimoreMD21202No RelationshipPCGeneral Support$100,000
AXIS Dance Company
1428 Alice St 200OaklandCA94612No RelationshipPCGeneral Support$50,000
B Lab Company
155 E Lancaster AveWaynePA19087No RelationshipPCGeneral Support$145,000
Bates Dance Festival
305 College StreetLewistonME04240No RelationshipPCGeneral Support$75,000
Beloved Community Center of Greensboro
417 Arlington StreetGreensboroNC27462No RelationshipPCGeneral Support$80,000
Bend Science Station
1027 NW Trenton AvenueBendOR97701No RelationshipPCGeneral Support$10,000
Bend's Community Center
1036 NE 5th StreetBendOR97701No RelationshipPCGeneral Support$17,500
Berkshire Theater Festival
PO Box 797StockbridgeMA01262No RelationshipPCGeneral Support$150
Best Buddies Virginia
131 East Broad Street Ste 205Falls ChurchVA22046No RelationshipPCGeneral Support$500
Beth Chayim Chadashim
6090 W Pico BlvdLos AngelesCA90035No RelationshipPCGeneral Support$20,000
Big Brothers Big Sisters of Franklin County
PO Box 100GreenfieldMA01302No RelationshipPCGeneral Support$1,000
Blue Green Alliance Foundation
1300 Godward Street NE 2625MinneapolisMN55413No RelationshipPCGeneral Support$100,000
Board of Regents of the University of Wisconsin Sy
21 N PARK STREET SUITE 6401MADISONWI53715No RelationshipPCGeneral Support$200,000
BoardSource
750 9th Street NW Suite 650WashingtonDC20001No RelationshipPCGeneral Support$25,000
BOC Capital Corp
85 South Oxford StreetBrooklynNY11217No RelationshipPCGeneral Support$185,000
Boca Helping Hands
1500 NW 1st CourtBoca RatonFL33432No RelationshipPCGeneral Support$2,500
Boston Arts Academy Foundation
174 Ipswich StreetBostonMA02215No RelationshipPCGeneral Support$335,000
Boston Center for the Arts
539 Tremont StreetBostonMA02216No RelationshipPCGeneral Support$15,000
Boston College
140 Commonwealth AveChestnut HillMA02467No RelationshipPCGeneral Support$1,500
Boston Community Capital
10 Malcolm X BoulevardBostonMA02119No RelationshipPCGeneral Support$45,000
Breast Cancer Fund
1388 Sutter Street Suite 400San FranciscoCA94109No RelationshipPCGeneral Support$10,000
Brevard Music Center
349 Andante LaneBrevardNC28712No RelationshipPCGeneral Support$50,000
Brightline Defense Project
1028A Howard StreetSan FranciscoCA94103No RelationshipPCGeneral Support$100,000
Brookings Institution
1775 Massachusetts Ave NWWashingtonDC20036No RelationshipPCGeneral Support$400,000
Brooklyn Youth Chorus Academy
179 Pacific StreetBrooklynNY11201No RelationshipPCGeneral Support$75,000
Burlington Children's Space
241 N Winooski AvenueBurlingtonVT05401No RelationshipPCGeneral Support$5,000
Burlington City Arts Foundation
135 Church StBurlingtonVT05401No RelationshipPCGeneral Support$5,000
Business Alliance for Local Living Economies
PO Box 4199BellinghamWA98227No RelationshipPCGeneral Support$150,000
California Community Foundation
221 South Figueroa Street Ste 400Los AngelesCA90012No RelationshipPCGeneral Support$15,000
California Partnership for Safe Communities
469 9th Street Suite 210OaklandCA94607No RelationshipPCGeneral Support$100,000
California State Summer School for the Arts Founda
39 East Walnut 8PasadenaCA91103No RelationshipPCGeneral Support$30,000
Carnegie Museums of Pittsburgh
117 Sandusky StreetPittsburghPA15212No RelationshipPCGeneral Support$60,000
Carolina Youth Development Center
5055 Lackawanna BlvdNorth CharlestonSC29405No RelationshipPCGeneral Support$60,000
Casa Valentina Inc
2990 SW 35th Avenue Ste 2MiamiFL33133No RelationshipPCGeneral Support$24,000
Center for Cultural Innovation
244 S San Pedro St Ste 401Los AngelesCA90012No RelationshipPCGeneral Support$150,000
Center for Earth Energy and Democracy
216 Cecil Street SEMinneapolisMN55414No RelationshipPCGeneral Support$25,000
Center for Effective Philanthropy
675 Massachusetts Ave 7th FlCambridgeMN02139No RelationshipPCGeneral Support$25,000
Center for Labor and Community Research
3411 W Diversey Avenue Ste 10ChicagoIL60647No RelationshipPCGeneral Support$125,000
Center for Neighborhood Technology
2125 West North AvenueChicagoIL60647No RelationshipPCGeneral Support$295,000
Center for Popular Democracy
802 Kent AvenueBrooklynNY11205No RelationshipPCGeneral Support$285,000
Center for Teen Empowerment
392 Genesee StreetRochesterNY14611No RelationshipPCGeneral Support$50,000
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
CEOs For Cities
1717 Euclid Ave UR 130CLEVELANDOH44115No RelationshipPCGeneral Support$45,000
Ceres Inc
99 Chauncy St 6th FloorBOSTONMA02111No RelationshipPCGeneral Support$175,000
Charles River Watershed Association
190 Park RoadWESTONMA02493No RelationshipPCGeneral Support$40,000
Chewonki Foundation Inc
485 Chewonki Neck RoadWiscassetME04578No RelationshipPCGeneral Support$2,500
Chicago Children's Choir
78 East WashingtonChicagoIL60602No RelationshipPCGeneral Support$75,000
Chicago Youth Symphony Orchestras
410 S Michigan Ave 833ChicagoIL60605No RelationshipPCGeneral Support$80,000
Children International
PO Box 219055Kansas CityMO64121No RelationshipPCGeneral Support$294
Cincinnati USA Regional Chamber of Commerce Fdn
441 Vine St Suite 300CincinnatiOH45202No RelationshipPCGeneral Support$125,000
Citizen Engagement Lab Education Fund
2150 Allston Way Suite 360BerkeleyCA94704No RelationshipPCGeneral Support$125,000
CitySquare
511 N Akard Suite 302DallasTX75201No RelationshipPCGeneral Support$32,700
Clean Energy Group
50 State Street Suite 1MontpelierVT05602No RelationshipPCGeneral Support$145,000
Cleveland Citywide Development Corporation
601 Lakeside Room 210ClevelandOH44114No RelationshipPCGeneral Support$500
Cleveland Orchestra-Musical Arts Association
11001 Euclid AvenueClevelandOH44106No RelationshipPCGeneral Support$50,000
Collateral Repair Project
PO Box 8160MedfordOR97501No RelationshipPCGeneral Support$2,000
College for Creative Studies-Detroit Creative Corr
201 East KirbyDetroitMI48202No RelationshipPCGeneral Support$150,000
College Track
111 Broadway Street Suite 101OaklandCA94607No RelationshipPCGeneral Support$5,000
Common Market Philadelphia Inc
428 E Erie AvePhiladelphiaPA19134No RelationshipPCGeneral Support$150,000
CommonHealth Action-Liquid Studios
1301 Connecticut Ave NW Ste 200WashingtonDC20036No RelationshipPCGeneral Support$110,000
Commonwise Education Inc
212 Battery StBurlingtonVT05401No RelationshipPCGeneral Support$200,000
Community Catalyst
30 Winter Street Floor 10BOSTONMA02108No RelationshipPCGeneral Support$100,000
Community Foundation for Southeast Michigan
333 West Fort StreetDetroitMI48226No RelationshipPCGeneral Support$200,000
Community Foundation of New Jersey
Post Office Box 338MorristownNJ07963No RelationshipPCGeneral Support$150,000
Community Labor United
6 Beacon Street Suite 910BOSTONMA02108No RelationshipPCGeneral Support$100,000
Community LIFT
301 Washington AvenueMemphisTN38103No RelationshipPCGeneral Support$215,000
Cooper Union for the Advancement of Science & Art
30 Cooper Square 8th FloorNEW YORKNY10003No RelationshipPCGeneral Support$50,000
Cooperation Texas
5604 Manor RdAUSTINTX78723No RelationshipPCGeneral Support$45,000
Cornerstone Theater Company
708 Traction AveLos AngelesCA90013No RelationshipPCGeneral Support$75,000
Coro New York Leadership Center
42 Broadway 18th FloorNEW YORKNY10004No RelationshipPCGeneral Support$100,000
Corporation for Enterprise Development
1200 G Street NWWashingtonDC20005No RelationshipPCGeneral Support$100,000
Council on CompetitivenessFutureWorks
1500 K Street NW Suite 850WashingtonDC20005No RelationshipPCGeneral Support$100,000
Cumberland Region Tomorrow
511 Union Street Suite 1600NASHVILLETN37219No RelationshipPCGeneral Support$175,000
Cystic Fibrosis Foundation
220 North Main Ste Suite 104NATICKMA01760No RelationshipPCGeneral Support$1,000
Dance Institute of Washington
3400 14th Street NWWashingtonDC20010No RelationshipPCGeneral Support$50,000
Dancewave Inc
45 Fourth AvenueBROOKLYNNY11217No RelationshipPCGeneral Support$30,000
Danspace Projects
131 East 10th StreetNEW YORKNY10003No RelationshipPCGeneral Support$100
Deep Center
Box 5582SavannahGA31414No RelationshipPCGeneral Support$1,000
Democracy at Work Institute
1904 Franklin St Suite 400OaklandCA94612No RelationshipPCGeneral Support$65,000
Democracy Collaborative Foundation
6930 Carroll Ave 5th FloorTakoma ParkMD20912No RelationshipPCGeneral Support$150,000
Deschutes United Way
PO Box 5969BendOR97708No RelationshipPCGeneral Support$3,000
Discover Your Northwest-On Belay Ty
164 S Jackson StreetSeattleWA98104No RelationshipPCGeneral Support$7,500
Doctors Without Borders
333 7th Avenue 2nd FloorNew YorkNY10001No RelationshipPCGeneral Support$1,500
Downtown Community Television Center
87 Lafayette StreetNew YorkNY10013No RelationshipPCGeneral Support$60,000
DreamYard Project
1085 Washington Ave Ground FloorBronxNY10456No RelationshipPCGeneral Support$75,000
D-Rev
695 Minnesota StreetSan FranciscoCA94107No RelationshipPCGeneral Support$75,000
Drexel University
3141 Chestnut StreetPhiladelphiaPA19104No RelationshipPCGeneral Support$85,000
Dreyfoos School of the Arts
501 S Sapodilla AvenueWest Palm BeachFL33401No RelationshipPCGeneral Support$60,000
Duke University
Box 90403DurhamNC27708No RelationshipPCGeneral Support$85,000
Duke University
Box 90403DurhamNC27708No RelationshipPCGeneral Support$100,000
East Bay Alliance for a Sustainable Economy
1814 Franklin Street Ste 325OaklandCA94612No RelationshipPCGeneral Support$150,000
Eastern Market Corporation
2934 RussellDetroitMI48230No RelationshipPCGeneral Support$200,000
Eastside Arts Alliance
PO Box 17008OaklandCA94601No RelationshipPCGeneral Support$75,000
Educate Tomorrow Corp
1717 N Bayshore Drive Ste 203MiamiFL33132No RelationshipPCGeneral Support$81,000
Educational Resources - The Miami Valley School
5151 Denise DriveDaytonOH45429No RelationshipPCGeneral Support$2,500
Efforts of Grace Inc
1712 Oretha Castle Haley BoulevardNew OrleansLA70113No RelationshipPCGeneral Support$200,000
Ellington Fund
3500 R Street NWWashingtonDC20007No RelationshipPCGeneral Support$75,000
Emerald Cities Collaborative Inc
1140 Connecticut Ave NW Suite 1210WashingtonDC20036No RelationshipPCGeneral Support$505,000
Energy Coordinating Agency of Philadelphia
1924 Arch StreetPhiladelphiaPA19103No RelationshipPCGeneral Support$125,000
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$90,000
Enterprise Community Partners
11000 Broken Land Parkway Ste 700ColumbiaMD21044No RelationshipPCGeneral Support$225,000
Enterprise Community Partners-New York
One Whitehall St 11th FlNew YorkNY10004No RelationshipPCGeneral Support$25,000
Environmental and Energy Study Institute
1112 16th St NW Suite 300WashingtonDC20036No RelationshipPCGeneral Support$125,000
Environmental Law and Policy Center of the Midwest
35 East Wacker Drive Ste 1600ChicagoIL60601No RelationshipPCGeneral Support$100,000
Episcopal Academy
1785 Bishop White DriveNewtown SquarePA19073No RelationshipPCGeneral Support$20,000
Equal Justice Society
1999 Harrison Street Suite 800OaklandCA94612No RelationshipPCGeneral Support$35,000
Equine Partners Inc
112 E Main StreetHopkintonMA01748No RelationshipPCGeneral Support$2,000
Everett Dance Theatre
9 Duncan AvenueProvidenceRI02906No RelationshipPCGeneral Support$35,000
Everglades Foundation
18001 Old Cutler Road 625Palmetto BayFL33157No RelationshipPCGeneral Support$10,000
Fair Food
1315 Walnut Street Ste 532PhiladelphiaPA19107No RelationshipPCGeneral Support$75,000
Families United for Racial and Economic Equality
81 Willoughby Street 701BROOKLYNNY11201No RelationshipPCGeneral Support$75,000
Family Alternatives
1089 SE 10th AveMinneapolisMN55414No RelationshipPCGeneral Support$140,000
Family Values at Work A Multi-State Consortium
207 E Buffalo St Suite 211MilwaukeeWI53202No RelationshipPCGeneral Support$150,000
Farm Fresh Rhode Island
1005 Main St Unit 1220PawtucketRI02860No RelationshipPCGeneral Support$75,000
Fiji Theater Company
47 Great Jones Street 6th FloorNew YorkNY10012No RelationshipPCGeneral Support$75,000
Firelight Media
324 Convent AvenueNew YorkNY10031No RelationshipPCGeneral Support$100,000
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$82,000
Flynn Center for the Performing Arts
153 Main StreetBurlingtonVT05401No RelationshipPCGeneral Support$50,000
Food Bank For New York City
39 Broadway 10th FloorNew YorkNY10006No RelationshipPCGeneral Support$200
Foundation Center
79 Fifth AveNew YorkNY10003No RelationshipPCGeneral Support$35,000
Foundation for Louisiana
4354 S Sherwood Forest BlvdBaton RougeLA70816No RelationshipPCGeneral Support$150,000
Foundation for National ProgressMother Jones
222 Sutter Street 6th floorSan FranciscoCA94108No RelationshipPCGeneral Support$100,000
Fractured Atlas Productions Inc
248 W 35th St 10th FloorNew YorkNY10001No RelationshipPCGeneral Support$75,000
Franklin Land Trust Inc
PO Box 450Shelburne FallsMA01370No RelationshipPCGeneral Support$500
Friends of Alta
P O Box 8126ALTAUT84092No RelationshipPCGeneral Support$2,500
Friends of Happy Retreat
PO Box 1427Charles TownWV25414No RelationshipPCGeneral Support$4,000
Friends of the Morrill Homestead
PO Box 98StraffordVT05072No RelationshipPCGeneral Support$2,500
Full Circle Farm Growth and Healing Center
164 Boyer LaneSummit PointWV25446No RelationshipPCGeneral Support$2,000
Funders' Network for Smart Growth and Livable Comm
1500 San Remo Avenue Suite 249Coral GablesFL33146No RelationshipPCGeneral Support$518,000
Gary Sinise Charitable Foundation
PO Box 50008Studio CityCA91614No RelationshipPCGeneral Support$750
Georgetown University
37th O Streets NWWashingtonDC20057No RelationshipPCGeneral Support$150,000
Girls for Gender Equity Inc
30 3rd Avenue Ste 104BROOKLYNNY11217No RelationshipPCGeneral Support$100
Gladwyne Montessori School
920 Youngsford RoadGladwynePA19035No RelationshipPCGeneral Support$6,000
Global Action Project Inc
130 West 25th St 2CNEW YORKNY10001No RelationshipPCGeneral Support$60,000
Global Philanthropy Partnership
1916 N Mohawk Street 7ChicagoIL60614No RelationshipPCGeneral Support$450,000
Good Jobs First
1616 P Street NW Suite 210WashingtonDC20036No RelationshipPCGeneral Support$350,000
Good Work Network
2028 Oretha Castle Haley BlvdNew OrleansLA70113No RelationshipPCGeneral Support$85,000
Grantmakers for Effective Organizations
1725 DeSales St NW 404WashingtonDC20036No RelationshipPCGeneral Support$25,000
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$5,100
Greater New Orleans Development Foundation
365 Canal St Ste 2300New OrleansLA70130No RelationshipPCGeneral Support$48,000
Green For All
1611 Telegraph Avenue Suite 600OaklandCA94612No RelationshipPCGeneral Support$395,000
Greenlining Institute
1918 University Ave 2nd FloorBerkeleyCA94704No RelationshipPCGeneral Support$125,000
Griot Theatre of the West Valley
PO Box 2449WinnetkaCA91396No RelationshipPCGeneral Support$5,000
Grist Magazine
710 Second Ave Ste 860SeattleWA98104No RelationshipPCGeneral Support$100,000
Groundswell Community Mural Project
540 President StreetBROOKLYNNY11215No RelationshipPCGeneral Support$50,000
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$75,000
Hedgebrook Foundation
POB 1231FreelandWA98249No RelationshipPCGeneral Support$10,000
Hester Street Collaborative
113 Hester StreetNew YorkNY10002No RelationshipPCGeneral Support$175,000
Hill School
860 Beech StreetPottstownPA19464No RelationshipPCGeneral Support$5,000
Hispanics In Philanthropy
414 13th StreetOaklandCA94612No RelationshipPCGeneral Support$15,000
Hobe Sound Community Chest
PO Box 511Hobe SoundFL33475No RelationshipPCGeneral Support$2,500
Hopkinton Community Endowment
77 Main StHopkintonMA01748No RelationshipPCGeneral Support$4,000
Hopkinton Education Foundation
PO Box 109HopkintonMA01748No RelationshipPCGeneral Support$5,000
Hopkinton High School Athletics Boosters Club
41 Blueberry LaneHopkintonMA01748No RelationshipPCGeneral Support$1,000
Hopkinton Music Association
PO Box 242HopkintonMA01748No RelationshipPCGeneral Support$1,500
Hospice of the Panhandle
122 Waverly CourtMartinsburgWV25403No RelationshipPCGeneral Support$5,000
IDEOorg
Pier 28 Annex The EmbarcaderoSan FranciscoCA94105No RelationshipPCGeneral Support$75,000
Ifetayo Cultural Arts Academy Inc
629 East 35th Street 2BrooklynNY11203No RelationshipPCGeneral Support$100,000
Independent Sector
1602 L Street NWWashingtonDC20036No RelationshipPCGeneral Support$50,000
Initiative for a Competitive Inner City
184 Dudley St Suite 400RoxburyMA02119No RelationshipPCGeneral Support$10,000
Inner City Advisors
283 - 4th Street Suite 101OaklandCA94607No RelationshipPCGeneral Support$205,000
Innovative Services NW
9414 NE Fourth Plain RoadVancouverWA98662No RelationshipPCGeneral Support$100,000
Insight Center for Community Economic Development
1999 Harrison Street Ste 1800OaklandCA94612No RelationshipPCGeneral Support$45,000
Institute for Community Peace
410 4th ST NEWashingtonDC20002No RelationshipPCGeneral Support$65,000
Institute for Sustainable Communities
535 Stone Cutters WayMontpelierVT05602No RelationshipPCGeneral Support$150,000
Institute for Sustainable Economic Edu and Envir
1625 Clay Street Suite 600OaklandCA94612No RelationshipPCGeneral Support$40,000
Interise
197 Portland StreetBOSTONMA02114No RelationshipPCGeneral Support$125,000
International Center of Photography
1114 Avenue of the AmericasNew YorkNY10036No RelationshipPCGeneral Support$75,000
ioby
540 President Street 3rd FloorBROOKLYNNY11215No RelationshipPCGeneral Support$150
ISAIAH
2356 University Ave WST PAULMN55114No RelationshipPCGeneral Support$75,000
James and Grace Lee Boggs Ctr to Nurture Comm Lead
3061 Field StreetDetroitMI48214No RelationshipPCGeneral Support$100
Jazz at Lincoln Center
3 Columbus CircleNew YorkNY10019No RelationshipPCGeneral Support$100,000
Jefferson County Historical Society
PO Box 485Charles TownWV25414No RelationshipPCGeneral Support$2,000
Jews for Racial and Economic Justice
65 Broadway Suite 707New YorkNY10006No RelationshipPCGeneral Support$25,000
Jim Casey Youth Opporuntities Intiative Inc
222 S Central Ave Ste 305Saint LouisMO63105No RelationshipPCGeneral Support$25,000
Jobs For The Future
88 Broad St 8th FloorBostonMA02110No RelationshipPCGeneral Support$125,000
Jobs with Justice Education FundUnity
1616 P Street NW Suite 150WashingtonDC20036No RelationshipPCGeneral Support$175,000
John E Andrus Memorial Inc
185 Old BroadwayHastingsonHudsonNY10706No RelationshipPCGeneral Support$800,000
Johns Hopkins University
600 North Wolfe StreetBaltimoreMD21287No RelationshipPCGeneral Support$40,000
Joy Outdoor Education Center Foundation
PO Box 157ClarksvilleOH45113No RelationshipPCGeneral Support$2,500
Julia Dyckman Andrus Memorial
1156 North BroadwayYonkersNY10701No RelationshipPCGeneral Support$802,000
Juma Ventures
131 Steuart Street Ste 201San FranciscoCA94105No RelationshipPCGeneral Support$185,000
Junebug Productions Inc
900 Camp StNew OrleansLA70130No RelationshipPCGeneral Support$75,000
Just Communities Central Coast
1528 Chapala St Ste 308Santa BarbaraCA93101No RelationshipPCGeneral Support$74,000
Juxtaposition Arts
2007 Emerson Avenue NorthMinneapolisMN55411No RelationshipPCGeneral Support$175,000
Kenyon Review
102 W Wiggin StGambierOH43050No RelationshipPCGeneral Support$50,000
Kidsave International
100 Corporate PointeCulver CityCA90230No RelationshipPCGeneral Support$71,000
Kings Majestic Corporation
651 Fulton StBrooklynNY11217No RelationshipPCGeneral Support$50,000
Knotts Family Agency
1505 W Highland AveSan BernardinoCA92411No RelationshipPCGeneral Support$111,395
Kounkuey Design Initiative
108 West 2nd Street 809Los AngelesCA90012No RelationshipPCGeneral Support$100,000
Latino Economic Development Center
1516 East Lake Street Ste 201MinneapolisMN55407No RelationshipPCGeneral Support$100,000
Legal Aid Justice Center -- Immigrant Advocacy Pro
1000 Preston Ave Suite ACharlottesvilleVA22903No RelationshipPCGeneral Support$80,000
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$200,000
Los Cenzontles Mexican Arts Center
13108 San Pablo AvenueSan PabloCA94805No RelationshipPCGeneral Support$50,000
Lower Manhattan Cultural Council
125 Maiden LaneNew YorkNY10038No RelationshipPCGeneral Support$100,000
Make the Road New York
301 Grove StreetBrooklynNY11237No RelationshipPCGeneral Support$66,395
MAPP International Productions Inc
140 Second AvenueNew YorkNY10003No RelationshipPCGeneral Support$170,000
Marlborough School
250 South Rossmore AvenueLos AngelesCA90004No RelationshipPCGeneral Support$10,000
Marwen Foundation
833 N Orleans StreetChicagoIL60610No RelationshipPCGeneral Support$120,000
Massachusetts Audubon Society
208 South Great RoadLincolnMA01773No RelationshipPCGeneral Support$1,000
Massachusetts College of Art and Design
621 Huntington AvenueBostonMA02115No RelationshipPCGeneral Support$75,000
Massachusetts Institute of Technology
77 Massachusetts AveCambridgeMA02139No RelationshipPCGeneral Support$99,595
Massachusetts Museum of Contemporary Art Foundatio
1040 MASS MoCA WayNorth AdamsMA01247No RelationshipPCGeneral Support$30,000
Mattress Factory
500 Sampsonia WayPittsburghPA15212No RelationshipPCGeneral Support$35,000
Mayor's Fund to Advance New York City
253 Broadway 14th FloorNew YorkNY10007No RelationshipPCGeneral Support$25,000
McColl Center for Art Innovation
721 N Tryon StreetCharlotteNC28202No RelationshipPCGeneral Support$50,000
Media Alliance-Voices of Our Nations Arts Foundati
1904 Franklin Street 500OaklandCA94612No RelationshipPCGeneral Support$35,000
Meridian Institute
105 Village PlaceDillonCO80435No RelationshipPCGeneral Support$125,000
Metropolitan Economic Development Association
250 Second Avenue SouthMinneapolisMN55401No RelationshipPCGeneral Support$125,000
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$157,000
Michigan State University College of Veterinary M
784 Wilson RoadEast LansingMI48824No RelationshipPCGeneral Support$3,000
Mid-South Peace & Justice Center
3573 Southern AveMemphisTN38111No RelationshipPCGeneral Support$124,650
Milton Academy
170 Center StreetMiltonMA02186No RelationshipPCGeneral Support$10,000
Minneapolis Institute of Arts
2400 Third Avenue SouthMinneapolisMN55404No RelationshipPCGeneral Support$10,000
Mississippi State University
PO Box 6156Mississippi StateMS39762No RelationshipPCGeneral Support$75,000
Movement Strategy Center (Working World)
436 14th St 5th floorOaklandCA94612No RelationshipPCGeneral Support$15,000
Ms Foundation for Women
12 MetroTech Center 26th FloorBrooklynNY11201No RelationshipPCGeneral Support$2,500
Museum of Contemporary African Diasporan Arts
80 Hanson PlaceBrooklynNY11217No RelationshipPCGeneral Support$45,000
National Association for Latino Community Asset Bu
1313 Guadalupe Street Suite 203San AntonioTX78207No RelationshipPCGeneral Support$200,000
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 Community Reinvestment Coalition
727 15th St NWWashingtonDC20005No RelationshipPCGeneral Support$80,000
National Council Of La Raza
1126 16th Street NWWashingtonDC20005No RelationshipPCGeneral Support$1,000
National Domestic Workers Alliance
395 Hudson Street 4th FloorNew YorkNY10014No RelationshipPCGeneral Support$360,000
National Employment Law Project
75 Maiden Lane Suite 601New YorkNY10038No RelationshipPCGeneral Support$150,000
National Multiple Sclerosis Society
PO Box 845945BostonMA02284No RelationshipPCGeneral Support$1,000
National Parks Conservation Association
450 N Park Road Suite 301HollywoodFL33021No RelationshipPCGeneral Support$2,500
National People's Action
810 N Milwaukee AveChicagoIL60642No RelationshipPCGeneral Support$125,000
National Skills Coalition
1730 Rhode Island Avenue NWWashingtonDC20036No RelationshipPCGeneral Support$100,000
National Urban Fellows
989 Avenue of the AmericasNew YorkNY10018No RelationshipPCGeneral Support$500
Native Americans in Philanthropy-Joint Affinity Gr
2801 21st Ave S Suite 132DMinneapolisMN55407No RelationshipPCGeneral Support$15,000
Natural Resources Defense Council
40 West 20th StreetNew YorkNY10011No RelationshipPCGeneral Support$205,000
Neighborhood Funders Group
436 14th Street Suite 425OaklandCA94612No RelationshipPCGeneral Support$12,500
Neighborhood Story Project
PO Box 19742New OrleansLA70179No RelationshipPCGeneral Support$80,000
New Jersey Performing Arts Center
1 Center StreetCenter StreetNJ07102No RelationshipPCGeneral Support$75,000
New Orleans Ballet Association
935 Gravier StreetNew OrleansLA70112No RelationshipPCGeneral Support$112,500
New Transitions Inc
698 Cheyenne BlvdNashvilleTN37115No RelationshipPCGeneral Support$80,000
New Venture Fund-Climate Interactive
1201 Connecticut Ave NW 300WashingtonDC20036No RelationshipPCGeneral Support$45,580
New World Foundation-Anchor Institutions Task Forc
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$150,000
New York Civil Liberties Union Foundation
125 Broad Street 19th FloorNew YorkNY10004No RelationshipPCGeneral Support$100,000
New York Women in Film and Television
6 East 39th Street Suite 1200New YorkNY10016No RelationshipPCGeneral Support$5,000
New York Youth Symphony
110 W 40th Street Suite 1503New YorkNY10018No RelationshipPCGeneral Support$60,000
NewCorp Inc
2924 St Bernard AvenueNew OrleansLA70119No RelationshipPCGeneral Support$75,000
Next City
1500 JFK Blvd 1220PhiladelphiaPA19102No RelationshipPCGeneral Support$315,000
Nexus Community Partners
2314 University Ave Suite 18St PaulMN55114No RelationshipPCGeneral Support$100,000
Nonprofit Finance Fund
70 West 36th Street Floor 11New YorkNY10018No RelationshipPCGeneral Support$500,000
North Shore Animal League America
16 Lewyt StreetPort WashingtonNY11050No RelationshipPCGeneral Support$412
North Star Fund
520 Eighth Avenue Suite 2203New YorkNY10018No RelationshipPCGeneral Support$5,000
Northwest Atlantic Marine Alliance
PO Box 7066GloucesterMA01930No RelationshipPCGeneral Support$75,000
Norton Museum of Art
1451 S Olive AvenueWest Palm BeachFL33401No RelationshipPCGeneral Support$2,000
Oakland Baptist Church
3408 King StreetAlexandriaVA22302No RelationshipPCGeneral Support$5,000
On The Move
780 Lincoln AvenueNapaCA94558No RelationshipPCGeneral Support$142,500
One Day on Earth Foundation
110 Greene Street Suite 502New YorkNY10012No RelationshipPCGeneral Support$100,000
One Economy Corporation
1220 19th Street NWWashingtonDC20036No RelationshipPCGeneral Support$58,000
One Fund Boston Inc
18 Tremont St Suite 330BostonMA02108No RelationshipPCGeneral Support$3,000
Opa-locka Community Development Corporation Inc
490 Opa-locka BoulevardOpalockaFL33054No RelationshipPCGeneral Support$150,000
Open Space Institute-Corbin Hill Food Project
1350 Broadway Suite 201New YorkNY10018No RelationshipPCGeneral Support$65,000
Opportunity Finance Network
620 Chestnut Street Suite 572PhiladelphiaPA19106No RelationshipPCGeneral Support$150,000
Orion Society
187 Main StreetGreat BarringtonMA01230No RelationshipPCGeneral Support$47,750
Otis College of Art and Design
9045 Lincoln BoulevardLos AngelesCA90045No RelationshipPCGeneral Support$125,000
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
Paraprofessional Healthcare Institute Inc
400 East Fordham Rd 11th FloorBronxNY10458No RelationshipPCGeneral Support$275,000
Partnership for Southern Equity
536 Martin StreetAtlantaGA30312No RelationshipPCGeneral Support$120,000
Partnership for Working Families
1825 K Street NW Suite 210WashingtonDC20006No RelationshipPCGeneral Support$205,000
Peabody Institute of the Johns Hopkins University
One East Mount Vernon PlaceBaltimoreMD21202No RelationshipPCGeneral Support$30,000
Penumbra Theatre Company
270 North Kent StreetSaint PaulMN55102No RelationshipPCGeneral Support$100,000
People Animals Love
731 8th street SE Suite 202WashingtonDC20003No RelationshipPCGeneral Support$5,000
People United for Sustainable Housing Inc
271 Grant StreetBuffaloNY14213No RelationshipPCGeneral Support$150,000
People's Emergency Center
325 N 39th StreetPhiladelphiaPA19104No RelationshipPCGeneral Support$100,000
Philadelphia Mural Arts Advocates
1727-29 Mt Vernon StreetPhiladelphiaPA19130No RelationshipPCGeneral Support$110,000
Philanthropy New York
79 Fifth Avenue 4th FloorNew YorkNY10003No RelationshipPCGeneral Support$23,000
PICO National Network
171 Santa Rosa AvenueOaklandCA94610No RelationshipPCGeneral Support$125,000
Pittsburgh United
841 California Avenue 3rd FloorPittsburghPA15212No RelationshipPCGeneral Support$100,000
Planned Parenthood of Minnesota NDSD
671 Vandalia StSaint PaulMN55114No RelationshipPCGeneral Support$5,000
Planned Parenthood of Northern New England
128 Lakeside Avenue Suite 301BurlingtonVT05401No RelationshipPCGeneral Support$5,000
PolicyLink
1438 Webster StOaklandCA94612No RelationshipPCGeneral Support$340,000
Portland Sustainability Institute-EcoDistricts
1223 SW Washington StPortlandOR97205No RelationshipPCGeneral Support$125,000
Positive Futures Network (YES)
284 Madrona Way NE Unit 116Bainbridge IslandWA98110No RelationshipPCGeneral Support$75,000
Possibility Project
104 W 27th StreetNew YorkNY10001No RelationshipPCGeneral Support$50,000
Pratt Institute
200 Willoughby AvenueBrooklynNY11205No RelationshipPCGeneral Support$150,000
Pregones Touring Puerto Rican Theatre Collection
571-575 Walton AvenueBronxNY10451No RelationshipPCGeneral Support$1,000
President and Fellows of Harvard College
1033 Massachusetts Ave Ste 3CambridgeMA02138No RelationshipPCGeneral Support$165,000
Progressive Technology Project
PO Box 303190AustinTX78703No RelationshipPCGeneral Support$25,000
Public Advocates
131 Steuart Street Suite 300San FranciscoCA94105No RelationshipPCGeneral Support$130,000
Public Health Solutions
40 Worth Street 5th FloorNew YorkNY10013No RelationshipPCGeneral Support$100,000
Queens Museum of Art
Flushing Meadows Corona ParkQUEENSNY11368No RelationshipPCGeneral Support$125,000
Race Forward
32 Broadway Suite 1801New YorkNY10004No RelationshipPCGeneral Support$45,000
Raw Art Works
37 Central SquareLynnMA01901No RelationshipPCGeneral Support$60,000
Rector & Visitors of the University of Virginia
PO Box 400807CharlottesvilleVA22904No RelationshipPCGeneral Support$76,000
Reel Works Teen Filmmaking
540 President Street Suite 2FBrooklynNY11215No RelationshipPCGeneral Support$40,000
Regents of the University of New Mexico
University of New MexicoAlbuquerqueNM87131No RelationshipPCGeneral Support$100,000
Responsible Endowments Coalition
33 Flatbush Avenue Fifth FloorBrooklynNY11217No RelationshipPCGeneral Support$650
Restaurant Opportunities Center of New York (ROC-N
275 Seventh Avenue Suite 1703New YorkNY10001No RelationshipPCGeneral Support$80,000
Restaurant Opportunities Centers United
350 Seventh Ave Suite 1504New YorkNY10001No RelationshipPCGeneral Support$200,000
Rhode Island School of Design
2 College StreetProvidenceRI02903No RelationshipPCGeneral Support$80,000
Rising Tide Capital
334 Martin Luther King DriveJersey CityNJ07305No RelationshipPCGeneral Support$155,000
River Network
209 SW Oak St 300PortlandOR97204No RelationshipPCGeneral Support$45,000
Roberts Enterprise Development Fund
221 Main Street Suite 1550San FranciscoCA94105No RelationshipPCGeneral Support$150,000
Rockefeller Philanthropy Advisors
6 W 48th St 10th FloorNew YorkNY10036No RelationshipPCGeneral Support$35,000
Rutgers University Foundation
7 College Ave Winants HallNew BrunswickNJ08901No RelationshipPCGeneral Support$200,000
Ruth Ellis Center
77 Victor StreetHighland ParkMI48203No RelationshipPCGeneral Support$45,000
Saint John's Health Center Foundation
2121 Santa Monica BlvdSanta MonicaCA90404No RelationshipPCGeneral Support$10,000
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$65,000
San Francisco Chamber of Commerce Foundation
235 Montgomery StreetSan FranciscoCA94104No RelationshipPCGeneral Support$75,000
San Francisco Jazz Organization
201 Franklin StreetSan FranciscoCA94102No RelationshipPCGeneral Support$25,000
San Francisco Symphony
Davies Symphony HallSan FranciscoCA94102No RelationshipPCGeneral Support$50,000
SCO Family of Services (Center for Family Life)
1 Alexander PlaceGlen CoveNY11542No RelationshipPCGeneral Support$100,000
SEIU Education and Support Fund-Vital Healthcare C
1800 Massachusetts Avenue NwWashingtonDC20036No RelationshipPCGeneral Support$125,000
Self Help Graphics & Arts Inc
1300 East 1st StreetLos AngelesCA90033No RelationshipPCGeneral Support$25,000
Ski Gull Inc
PO Box 612NisswaMN56468No RelationshipPCGeneral Support$1,000
Skid Row Housing Trust
1317 E 7th StreetLos AngelesCA90021No RelationshipPCGeneral Support$50,000
Slideluck
154 Morgan AvenueBrooklynNY11221No RelationshipPCGeneral Support$100
Smart Growth America -Transportation for America
1707 L Street NWWashingtonDC20036No RelationshipPCGeneral Support$650,000
Smithsonian Institution
1000 Jefferson Drive SWWashingtonDC20560No RelationshipPCGeneral Support$9,000
Social Enterprise Alliance
4737 County Road 101 311MinnetonkaMN55345No RelationshipPCGeneral Support$125,000
Society of the Four Arts
2 Four Arts PlazaPalm BeachFL33480No RelationshipPCGeneral Support$2,000
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 George Catholic Church Fontana
17895 San Bernadino AveFontanaCA92335No RelationshipPCGeneral Support$2,250
St Mary's RC Church
1300 Northern BoulevardManhassetNY11030No RelationshipPCGeneral Support$28,000
STREB Inc
51 North 1st StreetBrooklynNY11211No RelationshipPCGeneral Support$75,000
Studio Museum in Harlem
144 West 125th StreetNew YorkNY10027No RelationshipPCGeneral Support$50,000
Sundance Institute
5900 Wilshire BoulevardLos AngelesCA90036No RelationshipPCGeneral Support$75,000
Sustainable Business Education Initiative Inc
1617 JFK Blvd Suite 1855PhiladelphiaPA19103No RelationshipPCGeneral Support$150,000
Sustainable Energy Resource Group
432 Ulman RdThetlord CenterVT05075No RelationshipPCGeneral Support$2,500
Sustainable Jobs Development Corporation
200 North Mangum StreetDurhamNC27701No RelationshipPCGeneral Support$48,000
Sustainable Markets Foundation-Move NY
45 W 36th St 6th FloorNew YorkNY10018No RelationshipPCGeneral Support$75,000
Syracuse University
113 Bowne HallSyracuseNY13244No RelationshipPCGeneral Support$75,000
Teach for America
315 W 36th Street 7th FloorNew YorkNY10018No RelationshipPCGeneral Support$15,000
Techsoup Global
435 Brannan St Suite 100San FranciscoCA94107No RelationshipPCGeneral Support$30,000
Texans Together Education Fund
4509 Edgemont DrAustinTX78731No RelationshipPCGeneral Support$1,000
Texas Civic Engagement Table - Be One Texas
503-A Walsh StreetAustinTX78703No RelationshipPCGeneral Support$1,000
Texas Organizing Project Education Fund
PO Box 120296San AntonioTX78212No RelationshipPCGeneral Support$2,000
The Attic Youth Center
255 South 16th StreetPhiladelphiaPA19102No RelationshipPCGeneral Support$40,000
The Century Foundation
One Whitehall StreetNew YorkNY10004No RelationshipPCGeneral Support$35,000
The College of New Jersey Foundation
PO Box 7718EwingNJ08628No RelationshipPCGeneral Support$225,000
The Community School of Baltimore
337 West 30th StreetBaltimoreMD21211No RelationshipPCGeneral Support$750
The Conservation Fund-Freshwater Institute
1655 Fort Meyer DriveArlingtonVA22209No RelationshipPCGeneral Support$2,000
The Loft Literary Center
1011 Washington Avenue SouthMinneapolisMN55415No RelationshipPCGeneral Support$150,000
The Mockingbird Society
2100 24th Ave S Suite 240SeattleWA98144No RelationshipPCGeneral Support$100,000
The New School
66 West 12th StreetNew YorkNY10011No RelationshipPCGeneral Support$50,000
The Reinvestment Fund
1700 Market StreetPhiladelphiaPA19103No RelationshipPCGeneral Support$248,000
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
Thelonious Monk Institute of Jazz
5225 Wisconsin Avenue NWWashingtonDC20015No RelationshipPCGeneral Support$75,000
Thich Nhat Hanh Foundation
2499 Melru LaneEscondidoCA92026No RelationshipPCGeneral Support$100
Tides CenterEmerging Practitioners in Philanthrop
1014 Torney AvenueSan FranciscoCA94129No RelationshipPCGeneral Support$232,500
Tides Inc
PO Box 29198San FranciscoCA94129No RelationshipPCGeneral Support$40,000
Transportation Choices Coalition
219 1st Ave S 420SeattleWA98104No RelationshipPCGeneral Support$150,000
Tri-County Humane Society
21287 Boca Rio RoadBoca RatonFL33433No RelationshipPCGeneral Support$10,000
Trinity Play Group
2212 Spruce StreetPhiladelphiaPA19103No RelationshipPCGeneral Support$2,000
Trust for Public Land
101 Montgomery StreetSan FranciscoCA94104No RelationshipPCGeneral Support$200,000
Trustees of Indiana University
PO Box 1847BloomingtonIN47402No RelationshipPCGeneral Support$500,000
Trustees of the University of Pennsylvania
3620 Locust WalkPhiladelphiaPA19104No RelationshipPCGeneral Support$11,000
Tucson Meet Yourself Inc
PO Box 42044TucsonAZ85733No RelationshipPCGeneral Support$37,500
Tulane University-Tulane City Center
1555 Poydras StreetNew OrleansLA70112No RelationshipPCGeneral Support$190,000
Turn 2 Foundation
215 Park Avenue SouthNew YorkNY10003No RelationshipPCGeneral Support$5,000
UBW Inc
138 South Oxford StreetBrooklynNY11217No RelationshipPCGeneral Support$170,000
Union of Minority Neighborhoods
42 Seaverns AveBostonMA02130No RelationshipPCGeneral Support$150,000
United Church of Strafford
PO Box 124StraffordVT05072No RelationshipPCGeneral Support$5,000
United for a Fair Economy
1 Milk Street 5th FloorBostonMA02109No RelationshipPCGeneral Support$2,500
United States Hispanic Leadership Institute
431 S Dearborn Suite 1203ChicagoIL60605No RelationshipPCGeneral Support$1,000
Univ of Southern Maine Margaret Chase Smith Polic
P O Box 9300PortlandME04104No RelationshipPCGeneral Support$125,000
Universalist Society of Strafford
PO Box 26South StraffordVT05070No RelationshipPCGeneral Support$2,500
University of Chicago
5801 S Ellis Ave Suite 109ChicagoIL60637No RelationshipPCGeneral Support$125,000
University of Connecticut Foundation Inc
2390 Alumni Drive U3206StorrsCT06269No RelationshipPCGeneral Support$150,000
University of Detroit Mercy
4001 W McNichols RdDetroitMI48221No RelationshipPCGeneral Support$90,000
University of Maine System
96 Falmouth Street Box 9300PortlandME04104No RelationshipPCGeneral Support-$2,686
University of Maryland Foundation
3300 Metzerott RoadAdelphiMD20783No RelationshipPCGeneral Support$150,000
University of North Carolina at Greensboro
PO Box 26170GreensboroNC27402No RelationshipPCGeneral Support$1,000
University of St Thomas
2115 Summit AvenueSt PaulMN55105No RelationshipPCGeneral Support$51,000
University of Texas Foundation
Post Office Box 250AustinTX78767No RelationshipPCGeneral Support$70,000
University System of Maryland Foundation
3300 Metzerott RoadAdelphiMD20783No RelationshipPCGeneral Support$55,882
Urban Homesteading Assistance Board
120 Wall Street 20th FloorNew YorkNY10005No RelationshipPCGeneral Support$45,000
Urban Justice Center
123 William StreetNew YorkNY10038No RelationshipPCGeneral Support$22,500
Urban Redevelopment Authority of Pittsburgh
200 Ross StreetPittsburghPA15219No RelationshipPCGeneral Support$20,000
Urban Word NYC
242 W 27th Suite 3ANew YorkNY10001No RelationshipPCGeneral Support$115,000
Verde
6899 NE Columbia BlvdPortlandOR97218No RelationshipPCGeneral Support$125,000
Vermont Community Loan Fund
15 State Street PO Box 827MontpelierVT05601No RelationshipPCGeneral Support$45,000
Vermont Public Radio
365 Troy AvenueColchesterVT05446No RelationshipPCGeneral Support$5,000
Walden Family Services Foundation Inc
6150 Mission Gorge RoadMission Gorge RoaCA92120No RelationshipPCGeneral Support$55,000
Walker Art Center
1750 Hennepin AvenueMinneapolisMN55403No RelationshipPCGeneral Support$6,000
Wellstone Action Fund
2446 University Ave WSt PaulMN55114No RelationshipPCGeneral Support$200,000
Wildlife Conservation Society
2300 Southern BlvdBRONXNY10460No RelationshipPCGeneral Support$250
Winrock International
2101 River Front DriveLittle RockAR72202No RelationshipPCGeneral Support$150,000
Women Make Movies
115 West 29th Street 12th FloorNew YorkNY10001No RelationshipPCGeneral Support$5,000
Woodland Park Zoological Society
601 North 59th StreetSeattleWA98103No RelationshipPCGeneral Support$40,000
Yerba Buena Center for the Arts
701 Mission StreetSan FranciscoCA94103No RelationshipPCGeneral Support$75,000
YMCA of Metropolitan Minneapolis
30 S Ninth StreetMinneapolisMN55402No RelationshipPCGeneral Support$99,000
Young Chicago Authors
1180 N Milwaukee AvenueChicagoIL60642No RelationshipPCGeneral Support$75,000
Young Nation
9232 Falcon StreetDetroitMI48209No RelationshipPCGeneral Support$40,000
Youth Communication New York Center
224 West 29th StreetNew YorkNY10001No RelationshipPCGeneral Support$25,000
Youth Speaks
1663 Mission StreetSan FranciscoCA94103No RelationshipPCGeneral Support$250,000
Zaccho Dance Theatre
1777 Yosemite Ave 330San FranciscoCA94124No RelationshipPCGeneral Support$80,000
ZERO-The End of Prostate Cancer
515 King Street Suite 420AlexandriaVA22314No RelationshipPCGeneral Support$100
Zion Episcopal Church
301 East Congress StCharles TownWV25414No RelationshipPCGeneral Support$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$38,426,897TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (145 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A Home Within
2255 Van Ness Ave STE 203San FranciscoCA94109No RelationshipPCGeneral Support$66,850
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$203,600
Alliance for a Just Society
3518 S Edmunds StSeattleWA98118No RelationshipPCGeneral Support$125,000
Alliance for California Traditional Arts
1245 Van Ness AveFresnoCA93721No RelationshipPCGeneral Support$200,000
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$100,000
Asian American Writers' Workshop
110-112 West 27th StreetNEW YORKNY10001No RelationshipPCGeneral Support$150,000
Asian Arts Initiative
1219 Vine StreetPhiladelphiaPA19107No RelationshipPCGeneral Support$75,000
Aspiranet
400 Oyster Point Blvd 501South San FranciscoCA94080No RelationshipPCGeneral Support$60,000
AXIS Dance Company
1428 Alice St 200OaklandCA94612No RelationshipPCGeneral Support$100,000
Beloved Community Center of Greensboro
417 Arlington StreetGreensboroNC27462No RelationshipPCGeneral Support$120,000
Board of Trustees of the Leland Stanford Junior Un
635 KNIGHT WAYSTANFORDCA94305No RelationshipPCGeneral Support$240,000
BoardSource
750 9th Street NW Suite 650WashingtonDC20001No RelationshipPCGeneral Support$25,000
BOC Capital Corp
85 South Oxford StreetBrooklynNY11217No RelationshipPCGeneral Support$295,000
Brookings Institution
1775 Massachusetts Ave NWWashingtonDC20036No RelationshipPCGeneral Support$400,000
Business Alliance for Local Living Economies
PO Box 4199BellinghamWA98227No RelationshipPCGeneral Support$150,000
Capitol Region Education Council Foundation
111 CHARTER OAK AVEHARTFORDCT06106No RelationshipPCGeneral Support$75,000
Carnegie Museums of Pittsburgh
117 Sandusky StreetPittsburghPA15212No RelationshipPCGeneral Support$60,000
Center for American Progress
1333 H STREET NWWashingtonDC20005No RelationshipPCGeneral Support$45,000
Center for Cultural Innovation
244 S San Pedro St Ste 401Los AngelesCA90012No RelationshipPCGeneral Support$300,000
Center for Effective Philanthropy
675 Massachusetts Ave 7th FlCambridgeMN02139No RelationshipPCGeneral Support$25,000
Center for Labor and Community Research
3411 W Diversey Avenue Ste 10ChicagoIL60647No RelationshipPCGeneral Support$125,000
Center for Popular Democracy
802 Kent AvenueBrooklynNY11205No RelationshipPCGeneral Support$125,000
Center for Teen Empowerment
392 Genesee StreetRochesterNY14611No RelationshipPCGeneral Support$75,000
Center for Urban Pedagogy
232 Third Street D201BrooklynNY11215No RelationshipPCGeneral Support$40,000
Cincinnati USA Regional Chamber of Commerce Founda
441 Vine St Suite 300CincinnatiOH45202No RelationshipPCGeneral Support$125,000
City College 21st Century Foundation Inc
160 Convent AvenueNEW YORKNY10031No RelationshipPCGeneral Support$110,000
College for Creative Studies
201 East KirbyDetroitMI48202No RelationshipPCGeneral Support$300,000
Common Counsel Foundation
405 14th St 809OaklandCA94612No RelationshipPCGeneral Support$49,000
Commonwise Education Inc
212 Battery StBurlingtonVT05401No RelationshipPCGeneral Support$200,000
Community Foundation for Southeast Michigan
333 West Fort StreetDetroitMI48226No RelationshipPCGeneral Support$200,000
Community Labor United
6 Beacon Street Suite 910BOSTONMA02108No RelationshipPCGeneral Support$100,000
Community LIFT
301 Washington AvenueMemphisTN38103No RelationshipPCGeneral Support$200,000
Corporation for Enterprise Development
1200 G Street NWWashingtonDC20005No RelationshipPCGeneral Support$100,000
Cumberland Region Tomorrow
511 Union Street Suite 1600NASHVILLETN37219No RelationshipPCGeneral Support$100,000
Democracy at Work Institute
1904 Franklin St Suite 400OaklandCA94612No RelationshipPCGeneral Support$85,000
Democracy Collaborative Foundation
6930 Carroll Ave 5th FloorTakoma ParkMD20912No RelationshipPCGeneral Support$300,000
Downtown Community Television Center
87 Lafayette StreetNew YorkNY10013No RelationshipPCGeneral Support$60,000
Efforts of Grace Inc
1712 Oretha Castle Haley BoulevardNew OrleansLA70113No RelationshipPCGeneral Support$200,000
Energy Programs Consortium
1228 31st NW Suite 5WashingtonDC20007No RelationshipPCGeneral Support$125,000
Enterprise Community Partners
11000 Broken Land Parkway Ste 700ColumbiaMD21044No RelationshipPCGeneral Support$320,000
Family Values at Work A Multi-State Consortium
207 E Buffalo St Suite 211MilwaukeeWI53202No RelationshipPCGeneral Support$150,000
Firelight Media
324 Convent AvenueNew YorkNY10031No RelationshipPCGeneral Support$200,000
First Peoples Fund
PO Box 2977Rapid CitySD57709No RelationshipPCGeneral Support$400,000
First Place for Youth
426 17th Street Suite 100OaklandCA10031No RelationshipPCGeneral Support$100,000
Flynn Center for the Performing Arts
153 Main StreetBurlingtonVT05401No RelationshipPCGeneral Support$160,000
Foundation Center
79 Fifth AveNew YorkNY10003No RelationshipPCGeneral Support$35,000
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
Funders' Network for Smart Growth and Livable Comm
1500 San Remo Avenue Suite 249Coral GablesFL33146No RelationshipPCGeneral Support$200,000
Georgetown University
37th O Streets NWWashingtonDC20057No RelationshipPCGeneral Support$150,000
Global Action Project Inc
130 West 25th St 2CNEW YORKNY10001No RelationshipPCGeneral Support$120,000
Global Green USA
2218 MAIN ST 2ND FLOORSANTA MONICACA90405No RelationshipPCGeneral Support$45,000
Global Philanthropy Partnership
1916 N Mohawk Street 7ChicagoIL60614No RelationshipPCGeneral Support$800,000
Good Jobs First
1616 P Street NW Suite 210WashingtonDC20036No RelationshipPCGeneral Support$400,000
Green For All
1611 Telegraph Avenue Suite 600OaklandCA94612No RelationshipPCGeneral Support$350,000
Grist Magazine
710 Second Ave Ste 860SeattleWA98104No RelationshipPCGeneral Support$100,000
Groundswell Community Mural Project
540 President StreetBROOKLYNNY11215No RelationshipPCGeneral Support$50,000
Guadalupe Cultural Arts Center
723 Brazos StreetSan AntonioTX78207No RelationshipPCGeneral Support$120,000
Heart of Los Angeles Youth Inc
2701 Wilshire Blvd Suite 100Los AngelesCA90057No RelationshipPCGeneral Support$250,000
Hester Street Collaborative
113 Hester StreetNew YorkNY10002No RelationshipPCGeneral Support$175,000
Ifetayo Cultural Arts Academy Inc
629 East 35th Street 2BrooklynNY11203No RelationshipPCGeneral Support$200,000
Independent Sector
1602 L Street NWWashingtonDC20036No RelationshipPCGeneral Support$25,000
Inner City Advisors
283 - 4th Street Suite 101OaklandCA94607No RelationshipPCGeneral Support$150,000
Innovative Services NW
9414 NE Fourth Plain RoadVancouverWA98662No RelationshipPCGeneral Support$125,000
Interise
197 Portland StreetBOSTONMA02114No RelationshipPCGeneral Support$250,000
Jazz at Lincoln Center
3 Columbus CircleNew YorkNY10019No RelationshipPCGeneral Support$200,000
Juma Ventures
131 Steuart Street Ste 201San FranciscoCA94105No RelationshipPCGeneral Support$170,000
Juxtaposition Arts
2007 Emerson Avenue NorthMinneapolisMN55411No RelationshipPCGeneral Support$375,000
Legal Aid Justice Center
1000 Preston Ave Suite ACharlottesvilleVA22903No RelationshipPCGeneral Support$20,000
Living Cities
1040 Avenue of the AmericasNew YorkNY10018No RelationshipPCGeneral Support$1,330,000
Los Angeles Alliance for a New Economy
464 Lucas Ave Suite 202Los AngelesCA90017No RelationshipPCGeneral Support$200,000
Lower Manhattan Cultural Council
125 Maiden LaneNew YorkNY10038No RelationshipPCGeneral Support$100,000
Massachusetts Institute of Technology
77 Massachusetts AveCambridgeMA02139No RelationshipPCGeneral Support$100,000
Mattress Factory
500 Sampsonia WayPittsburghPA15212No RelationshipPCGeneral Support$35,000
Metropolitan Economic Development Association
250 Second Avenue SouthMinneapolisMN55401No RelationshipPCGeneral Support$125,000
Metropolitan Waterfront Alliance
217 Water Street Ste 300New YorkNY10038No RelationshipPCGeneral Support$75,000
Mid-South Peace & Justice Center
3573 Southern AveMemphisTN38111No RelationshipPCGeneral Support$114,750
Mississippi State University
PO Box 6156Mississippi StateMS39762No RelationshipPCGeneral Support$75,000
National Association of Latino Arts & Culture
1208 Buena VistaSan AntonioTX78207No RelationshipPCGeneral Support$300,000
National Committee for Responsive Philanthropy
1331 H Street NW Suite 200WashingtonDC20009No RelationshipPCGeneral Support$75,000
National Domestic Workers Alliance
395 Hudson Street 4th FloorNew YorkNY10014No RelationshipPCGeneral Support$200,000
National Skills Coalition
1730 Rhode Island Avenue NWWashingtonDC20036No RelationshipPCGeneral Support$100,000
Neighborhood Story Project
PO Box 19742New OrleansLA70179No RelationshipPCGeneral Support$160,000
New Jersey Performing Arts Center
1 Center StreetCenter StreetNJ07102No RelationshipPCGeneral Support$150,000
New Orleans Business Alliance
935 Gravier StNew OrleansLA70112No RelationshipPCGeneral Support$100,000
New Transitions Inc
698 Cheyenne BlvdNashvilleTN37115No RelationshipPCGeneral Support$45,000
New World Foundation-Anchor Institutions Task Forc
666 West End Ave Suite 1BNew YorkNY10025No RelationshipPCGeneral Support$150,000
New York Civil Liberties Union Foundation
125 Broad Street 19th FloorNew YorkNY10004No RelationshipPCGeneral Support$300,000
NewCorp Inc
2924 St Bernard AvenueNew OrleansLA70119No RelationshipPCGeneral Support$100,000
Next City
1500 JFK Blvd 1220PhiladelphiaPA19102No RelationshipPCGeneral Support$200,000
On The Move
780 Lincoln AvenueNapaCA94558No RelationshipPCGeneral Support$125,000
Opa-locka Community Development Corp Inc
490 Opa-locka BoulevardOpalockaFL33054No RelationshipPCGeneral Support$300,000
Opportunity Finance Network
620 Chestnut Street Suite 572PhiladelphiaPA19106No RelationshipPCGeneral Support$150,000
Pangea World Theater
711 West Lake Street Suite 101MinneapolisMN55408No RelationshipPCGeneral Support$75,000
Partnership for Working Families
1825 K Street NW Suite 210WashingtonDC20006No RelationshipPCGeneral Support$100,000
Penumbra Theatre Company
270 North Kent StreetSaint PaulMN55102No RelationshipPCGeneral Support$200,000
Pittsburgh United
841 California Avenue 3rd FloorPittsburghPA15212No RelationshipPCGeneral Support$150,000
PolicyLink
1438 Webster StOaklandCA94612No RelationshipPCGeneral Support$310,000
Portland Sustainability Institute-EcoDistricts
1223 SW Washington StPortlandOR97205No RelationshipPCGeneral Support$450,000
Pratt Institute
200 Willoughby AvenueBrooklynNY11205No RelationshipPCGeneral Support$250,000
President and Fellows of Harvard College
1033 Massachusetts Ave Ste 3CambridgeMA02138No RelationshipPCGeneral Support$150,000
Public Health Solutions
40 Worth Street 5th FloorNew YorkNY10013No RelationshipPCGeneral Support$100,000
Queens Museum of Art
Flushing Meadows Corona ParkQUEENSNY11368No RelationshipPCGeneral Support$100,000
Raw Art Works
37 Central SquareLynnMA01901No RelationshipPCGeneral Support$120,000
Rector & Visitors of the University of Virginia
PO Box 400807CharlottesvilleVA22904No RelationshipPCGeneral Support$37,000
Regents of the University of New Mexico
University of New MexicoAlbuquerqueNM87131No RelationshipPCGeneral Support$100,000
Rutgers University Foundation
7 College Ave Winants HallNew BrunswickNJ08901No RelationshipPCGeneral Support$150,000
Saint Paul Foundation
101 Fifth Street East Suite 2400Saint PaulMN55101No RelationshipPCGeneral Support$125,000
SCO Family of Services (Center for Family Life)
1 Alexander PlaceGlen CoveNY11542No RelationshipPCGeneral Support$100,000
SEIU Education and Support Fund
1800 Massachusetts Avenue NwWashingtonDC20036No RelationshipPCGeneral Support$125,000
Smart Growth America
1707 L Street NWWashingtonDC20036No RelationshipPCGeneral Support$300,000
Solar Richmond
2730 Maine AvenueRichmondCA94804No RelationshipPCGeneral Support$85,000
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$500,000
Sundance Institute
5900 Wilshire BoulevardLos AngelesCA90036No RelationshipPCGeneral Support$75,000
Sustainable Business Education Initiative Inc
1617 JFK Blvd Suite 1855PhiladelphiaPA19103No RelationshipPCGeneral Support$150,000
Techsoup Global
435 Brannan St Suite 100San FranciscoCA94107No RelationshipPCGeneral Support$30,000
The College of New Jersey Foundation
PO Box 7718EwingNJ08628No RelationshipPCGeneral Support$600,000
The Loft Literary Center
1011 Washington Avenue SouthMinneapolisMN55415No RelationshipPCGeneral Support$150,000
The Mockingbird Society
2100 24th Ave S Suite 240SeattleWA98144No RelationshipPCGeneral Support$61,000
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
Tides CenterEmerging Practitioners in Philanthrop
1014 Torney AvenueSan FranciscoCA94129No RelationshipPCGeneral Support$70,000
TransForm
436 14TH STREET SUITE 600OAKLANDCA94612No RelationshipPCGeneral Support$45,000
Transportation Choices Coalition
219 1st Ave S 420SeattleWA98104No RelationshipPCGeneral Support$150,000
Trust for Public Land
101 Montgomery StreetSan FranciscoCA94104No RelationshipPCGeneral Support$250,000
Tucson Meet Yourself Inc
PO Box 42044TucsonAZ85733No RelationshipPCGeneral Support$37,500
Tulane University-Tulane City Center
1555 Poydras StreetNew OrleansLA70112No RelationshipPCGeneral Support$190,000
UBW Inc
138 South Oxford StreetBrooklynNY11217No RelationshipPCGeneral Support$235,000
United Way of Greater Atlanta
100 Edgewood Ave NEAtlantaGA30303No RelationshipPCGeneral Support$2,000
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 Detroit Mercy
4001 W McNichols RdDetroitMI48221No RelationshipPCGeneral Support$75,000
University System of Maryland Foundation
3300 Metzerott RoadAdelphiMD20783No RelationshipPCGeneral Support$40,000
Urban Innovation21
1901 Centre AvePittsburghPA15219No RelationshipPCGeneral Support$150,000
Urban Word NYC
242 W 27th Suite 3ANew YorkNY10001No RelationshipPCGeneral Support$150,000
Walden Family Services Foundation Inc
6150 Mission Gorge RoadMission Gorge RoaCA92120No RelationshipPCGeneral Support$40,000
Wellstone Action Fund
2446 University Ave WSt PaulMN55114No RelationshipPCGeneral Support$200,000
Winrock International
2101 River Front DriveLittle RockAR72202No RelationshipPCGeneral Support$225,000
Yerba Buena Center for the Arts
701 Mission StreetSan FranciscoCA94103No RelationshipPCGeneral Support$150,000
Youth Speaks
1663 Mission StreetSan FranciscoCA94103No RelationshipPCGeneral Support$500,000
Zaccho Dance Theatre
1777 Yosemite Ave 330San FranciscoCA94124No RelationshipPCGeneral Support$160,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$24,334,700TotalGrantOrContriApprvFutAmt

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$314,211ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,202,579ExclusionAmt
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$33,106,082ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPARTNERSHIP INC.Desc
Business525990BusinessCd
Unrelated Business Taxbl Incm$268,500UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$9,957,591ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$268,500UnrelatedBusinessTaxblIncmAmt
Exclusion$54,580,463ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$54,848,963TotalIncomeProducingActyAmt

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 STAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10005ZIPCode
FieldValueIRS element (for citing)
Total Contributions$10,022,867TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDIT & TAX PREPCategoryTxt
Amt$124,950Amt
Disbursements Charitable Prps$124,950DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmt
FURNITURE &FIXT.2009-01-01$139,742$95,870SL5$18,266
LEASEHOLD IMPRV.2009-01-01$1,333,097$654,680SL11$120,673
COMPUTER EQUIP.2009-01-01$269,002$114,478SL5$27,960
ART WORK2009-01-01$84,401$72,632SL5$11,769

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
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 "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%.
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 "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%.

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (158 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
REORG/VOLTERRA SEMICONDUCTOR C$139,195$139,195
AAON INC COM PAR $0.004 COM PA$121,980$121,980
ABAXIS INC COM$48,741$48,741
ADR ARM HLDS PLC SPONSORED ISI$393,588$393,588
ADR ASML HLDG NV NY REG 2012$312,455$312,455
ADR BAIDU INC SPONSORED ADR$887,348$887,348
ADVENT SOFTWARE INC COM STK$63,512$63,512
ALEXION PHARMACEUTICALS INC CO$367,188$367,188
ALTISOURCE ASSET MGMT CORP COM$28,922$28,922
ALTISOURCE PORTFOLIO COM USD1.$120,309$120,309
AMAZON COM INC COM$795,711$795,711
AMSURG CORP COM$59,241$59,241
APPLIED INDL TECHNOLOGIES INC$86,241$86,241
APTARGROUP INC COM$190,979$190,979
ATHENAHEALTH INC COM MON STOCK$265,901$265,901
B & G FOODS INC COMMON STOCK$49,035$49,035
BADGER METER INC COM$63,180$63,180
BALCHEM CORP COM$66,950$66,950
BALLY TECHNOLOGIES INC COM STK$101,866$101,866
BANK OF THE OZARKS INC COM$90,315$90,315
BEACON ROOFING SUPPLY INC COM$51,336$51,336
BIOGEN IDEC INC COM STK$536,027$536,027
BIOMARIN PHARMACEUTICAL INC CO$247,285$247,285
BK HAW CORP COM$52,821$52,821
BOSTON BEER INC CL A CL A$78,232$78,232
BRINKER INTL INC COM$121,625$121,625
CARBO CERAMICS INC COM$146,414$146,414
CERNER CORP COM$324,954$324,954
CHART INDS INC COM PAR $0.01 C$41,370$41,370
CHEESECAKE FACTORY INC COM$46,420$46,420
CHES UTILS CORP COM$49,931$49,931
CHIPOTLE MEXICAN GRILL INC COM$622,136$622,136
CHURCH & DWIGHT INC COM$209,850$209,850
CLARCOR INC COM$157,718$157,718
COHERENT INC COM$6,617$6,617
COMMUNITY BK SYS INC COM$57,920$57,920
COMPASS MINERALS INTL INC COM$181,906$181,906
COMPUTER MODELLING GROUP LTD C$94,368$94,368
CUBIC CORP COM$8,902$8,902
CULLEN / FROST BANKERS INC COM$47,652$47,652
CVB FINL CORP COM$88,967$88,967
CYBERONICS INC COM$24,984$24,984
DESCARTES SYS GROUP INC$21,510$21,510
DONALDSON INC COM$78,292$78,292
ELECTRONICS FOR IMAGING INC CO$24,860$24,860
EVOLUTION PETE CORP COM$7,665$7,665
EXPONENT INC COM STK$155,631$155,631
F N B CORP PA COM$62,177$62,177
FACEBOOK INC CL A CL A$770,471$770,471
FACTSET RESH SYS INC COM STK$72,168$72,168
FAIR ISAAC CORPORATION COM$12,752$12,752
FARO TECHNOLOGIES INC COM$2,456$2,456
FEI CO COM$81,657$81,657
FIRST FINL BANKSHARES INC COM$116,069$116,069
FLOWERS FOODS INC COM$45,322$45,322
FMC TECHNOLOGIES INC COM$378,634$378,634
FORWARD AIR CORP COM$55,028$55,028
FRANKLIN ELEC INC COM$28,231$28,231
GENESEE & WYO INC CL A CL A$84,000$84,000
GENTEX CORP COM$43,635$43,635
GOOGLE INC CL A CL A$587,593$587,593
GOOGLE INC CL C COM$437,213$437,213
GORMAN RUPP CO COM$46,865$46,865
GRACO INC COM$46,848$46,848
GUANGDONG INVT LTD$104,003$104,003
GULFPORT ENERGY CORP COM NEW C$94,200$94,200
HAEMONETICS CORP MASS COM$105,840$105,840
HAWKINS INC COM$16,713$16,713
HEALTHCARE SVCS GROUP INC COM$94,944$94,944
HENRY SCHEIN INC COMMON STOCK$118,670$118,670
HIBBETT SPORTS INC COM STK$94,798$94,798
HOME LOAN SERVICING SOLUTIONS$88,647$88,647
ICON PLC COM$120,130$120,130
IDEXX LABS INC$133,570$133,570
INNOPHOS HLDGS INC COM STK$71,963$71,963
INTERPUBLIC GROUP COMPANIES IN$410$410
INTUITIVE SURGICAL INC COM NEW$277,965$277,965
J & J SNACK FOODS CORP COM STK$80,002$80,002
JACK HENRY & ASSOC INC COM$71,316$71,316
KODIAK OIL & GAS CORP COM$39,285$39,285
LANCASTER COLONY CORP COM$66,612$66,612
LAS VEGAS SANDS CORP COM STK$411,588$411,588
LIN MEDIA LLC CL A COM CL A CO$27,250$27,250
LINCOLN ELEC HLDGS INC COM$41,928$41,928
LINDSAY CORPORATION COM$50,682$50,682
LINKEDIN CORP CL A$565,851$565,851
LITTELFUSE INC COM$46,475$46,475
MANHATTAN ASSOCS INC COM$117,062$117,062
MARKETAXESS HLDINGS INC COM ST$8,109$8,109
MATRIX SVC CO COM$27,872$27,872
MEDIA GEN INC COM$22,583$22,583
MERIDIAN BIOSCIENCE INC COM$43,344$43,344
MISTRAS GROUP INC COM$52,718$52,718
MONOTYPE IMAGING HLDGS INC COM$57,749$57,749
MONSANTO CO NEW COM$533,264$533,264
MWI VETERINARY SUPPLY INC COM$141,990$141,990
NATIONAL OILWELL VARCO COM STK$399,398$399,398
NATURAL GAS SVCS GROUP INC COM$52,896$52,896
NETGEAR INC COM$71,279$71,279
NETSCOUT SYS INC COM$4,434$4,434
NEXSTAR BROADCASTING GROUP INC$95,479$95,479
NIKE INC CL B$449,790$449,790
NORDSON CORP COM$120,285$120,285
NORTH WEST CO INC COM$18,406$18,406
NORTHWESTERN CORP COM NEW COM$31,314$31,314
OCEANEERING INTL INC COM$191,419$191,419
PACWEST BANCORP DEL COM$79,865$79,865
PAPA JOHNS INTL INC COM$67,824$67,824
PAREXEL INTL CORP COM$79,260$79,260
PASON SYS INC COM STK$124,036$124,036
POLARIS INDS INC COM$156,288$156,288
POOL CORP COM STK$118,776$118,776
POWER INTEGRATIONS INC COM$94,941$94,941
PRIMORIS SVCS CORP COM$69,216$69,216
RAVEN INDS INC COM STK$66,280$66,280
RBC BEARINGS INC COM$19,215$19,215
REGENERON PHARMACEUTICALS INC$505,621$505,621
RLI CORP COM$80,115$80,115
ROGERS CORP COM$43,128$43,128
ROLLINS INC COM$113,250$113,250
SAFETY INS GROUP INC COM$87,346$87,346
SALESFORCE COM INC COM STK$771,012$771,012
SALLY BEAUTY HLDGS INC COM STK$76,494$76,494
SAPIENT CORP COM$72,313$72,313
SCHLUMBERGER LTD COM COM$557,314$557,314
SCHWAB CHARLES CORP COM NEW$356,823$356,823
SENSIENT TECHNOLOGIES CORP COM$125,370$125,370
SIRONA DENTAL SYS INC COM STK$98,952$98,952
SOLERA HLDGS INC COM$130,943$130,943
SOUTH JERSEY INDS INC COM$51,349$51,349
SOUTHWESTERN ENERGY CO COM$445,802$445,802
SPLUNK INC COMSTK COM USD0.001$358,262$358,262
STARBUCKS CORP COM$249,551$249,551
STEPAN CO COM$58,146$58,146
SYNERGY RES CORP COM$55,650$55,650
TEAM INC COM STK$24,612$24,612
TENNANT CO COM$53,424$53,424
TESARO INC COM$86,144$86,144
TEXAS ROADHOUSE INC COMMON STO$48,100$48,100
THE PRICELINE GROUP INC$547,365$547,365
THERMON GROUP HLDGS INC$19,740$19,740
TORO CO COM$76,320$76,320
TRACTOR SUPPLY CO COM$93,620$93,620
TWENTY-FIRST CENTY FOX INC$300,488$300,488
TYLER TECHNOLOGIES INC COM STK$77,529$77,529
UNIFIRST CORP MASS COM$47,700$47,700
UNITED STATIONERS INC COM$80,867$80,867
VALMONT INDS INC COM$75,975$75,975
VIEWPOINT FINL GROUP INC MD CO$92,570$92,570
VIRTUSA CORP COM$53,700$53,700
VISA INC COM CL A STK$969,266$969,266
WABTEC CORP COM$247,770$247,770
WATSCO INC COM$10,276$10,276
WEST PHARMACEUTICAL SVCS INC C$126,540$126,540
WESTAMERICA BANCORPORATION COM$62,736$62,736
WHOLE FOODS MKT INC COM$293,588$293,588
WOLVERINE WORLD WIDE INC COM$41,696$41,696
ZEBRA TECHNOLOGIES CORP CL A$166,698$166,698

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,760,791USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,760,791USGovtObligationsEOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (135 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
PROGRAM-RELATED INVESTMENTSFMV$770,400$770,400
ROCKEFELLER ESCROW CASHFMV$2,405$2,405
4D GLOBAL ENERGY INVESTMENTS PFMV$1,686,419$1,686,419
ABRY ADVANCE SECURITIES FUND IFMV$10,834$10,834
ABRY PARTNERS VII LPFMV$2,822,838$2,822,838
ABRY SENIOR EQUITY IIIFMV$2,433,298$2,433,298
ABRY SENIOR EQUITY IVFMV$951,237$951,237
ADAGE CAPITAL PARTNERS, LPFMV$51,812,279$51,812,279
APOLLO EUROPEAN PRINCIPAL FINAFMV$1,781,564$1,781,564
ARCLIGHT ENERGY PARTNERS FUNDFMV$2,646,703$2,646,703
ARSENAL CAPITAL PARTNERS III LFMV$1,625,888$1,625,888
ARTIMAN VENTURES SPECIAL OPPORFMV$1,297,542$1,297,542
ASIA ALTERNATIVES CAPITAL PTRSFMV$2,200,441$2,200,441
ASIA ALTERNATIVES CAPITAL PTRSFMV$21,537$21,537
ASIA ALTERNATIVES DELAWARE IIIFMV$70,297$70,297
BAIN CAPITAL ASIA FUND, LPFMV$2,507,597$2,507,597
BAIN CAPITAL EUROPE FUND IIIFMV$4,299,845$4,299,845
BAIN CAPITAL FUND IX, LPFMV$9,729,730$9,729,730
BAIN CAPITAL FUND X LPFMV$13,496,481$13,496,481
BAIN CAPITAL IX COINVESTMENTFMV$2,124,056$2,124,056
BAUPOST VALUE PARTNERS IV, LPFMV$34,761,414$34,761,414
BERKSHIRE MULTIFAMILY VALUE FUFMV$5,560,382$5,560,382
BLUE WATER ENERGY FUND 1-AFMV$466,794$466,794
BPG INVESTMENT PARTNERSHIP VIIFMV$2,545,924$2,545,924
BROOKSIDE CAYMAN, LTDFMV$7,508,727$7,508,727
CF ABSOLUTE RETURN CAYMAN LTDFMV$9,349,775$9,349,775
CF BENNETT OFFSHORE RESTRUCTURFMV$10,277,192$10,277,192
CF COATUE OFFSHORE LTD CL A DFMV$14,104,402$14,104,402
CF CONTRARIAN C1A CL A SER 1 FFMV$11,318,543$11,318,543
CF ESG CROSS BORDER EQUITY OFFFMV$13,308,003$13,308,003
CF HHR ATLAS LTD CL C SER 1 FDFMV$16,201,242$16,201,242
CF HIGHLINE CAPITAL INTERNATIOFMV$17,152,890$17,152,890
CF MASON CAPITAL LTD - F INITIFMV$18,002,584$18,002,584
CF SILCHESTER INTL VALUE EQTYFMV$22,414,834$22,414,834
CF SIRIOS OVERSEAS CLASS A UNRFMV$4,934,840$4,934,840
CF SIRIOS OVERSEAS FD A/1EFMV$10,936,901$10,936,901
CF TACONIC OFFSHORE 1.5 LTD CLFMV$9,645,086$9,645,086
CF TACONIC OFFSHORE 1.5 LTD CLFMV$1,678$1,678
CF VIKING GLOBAL EQ III LTD CLFMV$17,084,562$17,084,562
CF WELLINGTON SPINDRIFT CL S SFMV$387,623$387,623
CF WELLINGTON SPINDRIFT CL S SFMV$32,574$32,574
CF WELLINGTON SPINDRIFT CL S SFMV$234,901$234,901
CF WELLINGTON SPINDRIFT CL S SFMV$78,693$78,693
CF WELLINGTON SPINDRIFT CL S SFMV$392,603$392,603
CF WELLINGTON SPINDRIFT CL S SFMV$238,116$238,116
CHARLESBANK EQUITY FUND VIIFMV$2,950,325$2,950,325
COMMONFD CAPITAL INTL PARTNERSFMV$3,178,508$3,178,508
COMMONFUND CAP PRIVATE EQUITYFMV$2,801,615$2,801,615
COMMONFUND CAP PRIVATE EQUITYFMV$5,142,431$5,142,431
COMMONFUND CAPITAL INTL PARTNEFMV$1,133,315$1,133,315
COMMONFUND CAPITAL NATURAL RESFMV$8,879,587$8,879,587
COMMONFUND CAPITAL VENTRUE PTRFMV$3,804,723$3,804,723
COMMONFUND CAPITAL VENTURE PTRFMV$1,321,734$1,321,734
CONVEXITY CAPITAL OFFSHOREFMV$21,009,043$21,009,043
DAVIDSON KEMPNER INST PTRSFMV$18,567,003$18,567,003
DOVER STREET VII CAYMAN FUND,FMV$4,134,268$4,134,268
ENCAP ENERGY CAPITAL FUND VI-BFMV$680,483$680,483
ENCAP ENERGY CAPITAL FUND VII-FMV$1,562,886$1,562,886
ENCAP FLATROCK MIDSTREAM FUNDFMV$1,463,175$1,463,175
ENDOWMENT PRIVATE EQUITY PARTNFMV$1,322,830$1,322,830
ENDOWMENT VENTURE PARTNERS V,FMV$2,542,601$2,542,601
ENERVEST ENERGY INSTITUTIONALFMV$5,483,286$5,483,286
ENERVEST ENERGY INSTITUTIONALFMV$1,836,247$1,836,247
ENERVEST ENERGY INSTITUTIONALFMV$3,045,784$3,045,784
EUROPA FUND IIIFMV$3,214,600$3,214,600
FARALLON CAPITAL INSTITUTIONALFMV$3,238,101$3,238,101
FORTRESS INVESTMENT FUND VFMV$2,288,229$2,288,229
FORTRESS INVESTMENT FUND V B,FMV$5,486,955$5,486,955
FRONTIER SMALL CAP GROWTH FUNDFMV$9,538,379$9,538,379
GENERAL CATALYST GROUP VIFMV$2,770,999$2,770,999
GENERAL CATALYST GROUP VIIFMV$339,689$339,689
GENERAL MOTTORS COPR COUNT NOTFMV$74,300$74,300
GREENFIELD ACQUISITION PARTNERFMV$3,194,456$3,194,456
HIGHFIELDS CAPITAL IV, LPFMV$20,069,300$20,069,300
HIGHLAND CAPITAL PARTNERS 9 LPFMV$571,753$571,753
HIGHLAND CAPITAL PARTNERS VIIIFMV$2,462,977$2,462,977
HSH CAYMAN PARTNERS LPFMV$271$271
INDUS ASIA PACIFIC FUND LTDFMV$5,385,718$5,385,718
TESARO INCFMV$86,144$86,144
INTERWEST PARTNERS X, LPFMV$2,771,737$2,771,737
JAFCO TECHNOLOGY PARTNERS V LPFMV$1,019,925$1,019,925
JC FLOWERS II, LPFMV$1,514,447$1,514,447
KAYNE ANDERSON ENERGY FUND VFMV$6,631,341$6,631,341
KAYNE ANDERSON ENERGY FUND VIFMV$821,702$821,702
LONE STAR FUND IV (US), LPFMV$884,333$884,333
LONE STAR FUND V (US), LPFMV$4,412,358$4,412,358
LONE STAR FUND VI (US), LPFMV$4,258,001$4,258,001
LONE STAR FUND VII (US) LPFMV$1,149,963$1,149,963
LONE STAR FUND VIII (US), LPFMV$3,504,251$3,504,251
LONE STAR REAL ESTATE FUND (USFMV$960,059$960,059
MADISON DEARBORN CAPITAL PARTNFMV$576,261$576,261
MADISON DEARBORN CAPITAL PTRSFMV$3,819,343$3,819,343
MADISON INTERNATIONAL RE LIQUIFMV$4,344,568$4,344,568
MADISON INTERNATIONAL RE LIQUIFMV$1,199,176$1,199,176
MADISON INTERNATIONAL REAL ESTFMV$1,852,412$1,852,412
MORGENTHALER VENTURE PARTNERSFMV$8,438,191$8,438,191
NCD PARTNERS V, LPFMV$3,372,930$3,372,930
NORTH BRIDGE GROWTH EQUITY IIFMV$741,823$741,823
NORTHGATE PRIVATE EQUITYFMV$15,712,444$15,712,444
NORTHGATE VENTURE PARTNERS IIIFMV$10,330,484$10,330,484
OZ OVERSEAS FUND, LTDFMV$866,941$866,941
PARK STREET CAPITAL NATURAL REFMV$5,033,047$5,033,047
PATRON CAPITAL LP IIIFMV$1,828,378$1,828,378
PATRON CAPITAL LP IVFMV$1,976,342$1,976,342
PERRY PARTNERS INTERNATIONAL,FMV$18,945$18,945
PHOENIX ASIA REAL ESTATE INVESFMV$2,733,916$2,733,916
PROSPECT HARBOR CREDIT PARTNERFMV$298,468$298,468
RIVERSIDE CAPITAL APPRECIATIONFMV$2,947,371$2,947,371
RMS OPPORTUNITY FUND I LPFMV$13,196,316$13,196,316
SANKATY CREDIT OPPORTUNITIESFMV$1,411,663$1,411,663
SANKATY CREDIT OPPORTUNITIES IFMV$3,388,113$3,388,113
SHORENSTEIN REALTY INVESTORS NFMV$3,021,932$3,021,932
SIGMA PRIME PARTNERS IXFMV$552,269$552,269
SOMERSET GLOBAL EMERGING MARKEFMV$14,322,731$14,322,731
SOUTHERN CROSS LATIN AMERICA PFMV$2,588,299$2,588,299
SUMMIT PARTNERS GROWTH EQUITYFMV$1,553,021$1,553,021
SUMMIT PARTNERS VENTURE CAPITAFMV$629,640$629,640
TIFF PARTNERS III, LLCFMV$1,489,342$1,489,342
TPG ENDOWMENT FUND V, L.P.FMV$3,986,372$3,986,372
TPG ENDOWMENT FUND VI, LPFMV$4,600,982$4,600,982
VENROCK ASSOCIATES VIFMV$2,607,729$2,607,729
WESTBROOK RE FUND IXFMV$789,206$789,206
WESTWOOD WGI EMERGINBG MARKETSFMV$15,354,674$15,354,674
CF GRYPHON INTL EAFE GROWTH FDFMV$17,259,361$17,259,361
MFB NTGI-QM COMMON DIVERSIFIEDFMV$11,358,340$11,358,340
MFO DFA EMERGING MARKETS VALUEFMV$23,546,526$23,546,526
MFO E I I RLTY SECS TR GLOBALFMV$15,630,604$15,630,604
MFO GMO EMERGING MARKETS FD- IFMV$6,780,993$6,780,993
MFO GMO QUAL FD IIIFMV$10,488,439$10,488,439
MFO GMO TR GLOBAL EQUITIES ALLFMV$83,768,848$83,768,848
MFO HARDING LOEVNER FDS INC INFMV$18,710,470$18,710,470
MFO MORGAN STANLEY INSTL FD INFMV$15,300,930$15,300,930
MFO PIMCO FDS PAC INVT MGMT SEFMV$59,624,069$59,624,069
MFO PRUDENTIAL JENNISON NATURAFMV$40,343,871$40,343,871
NTGI-QM COMMON DAILY S&P 500 EFMV$11,969,656$11,969,656

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (4 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
FURNITURE &FIXT.$139,742$114,136$25,606
LEASEHOLD IMPRV.$1,333,097$775,353$557,744
COMPUTER EQUIP.$269,002$142,438$126,564
ART WORK$84,401$84,401

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryVARIOUS LEGALCategoryTxt
Legal Fees$90,964LegalFeesAmt
Net Investment Income$21,964NetInvestmentIncomeAmt
Disbursements Charitable Prps$69,000DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DIVIDENDS RECEIVABLE$293,691$15,398$15,398
COLLATERAL RECEIVED UNDER
SECURITY LENDING AGREEMENT$11,795,875$10,279,610$10,279,610
PREPAID EXCISE TAX$815,000$740,000$740,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
BOOKS & SUBSCRIPTIONS$10,336$10,336
CONFERENCE/REGISTRATION$74,878$74,878
INSURANCE$39,286$39,286
INTERNET/SOFTWARE$94,922$94,922
MEMBERSHIPS$111,395$111,395
MISCELLANEOUS$86,864$86,864
OFFICE SUPPLIES$126,551$126,551
PARTNERSHIP EXP$10,964,533
PER DIEM SALARIES$105,101$105,101
POSTAGE$19,112$19,112
TELEPHONE$107,197$107,197
ANNUAL REPORT$15,088$15,088
NEW ORLEANS INITIATIVE$2,087$2,087

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
PARTNERSHIP INCOME - OTHER PORTFOLIO
INCOME$10,226,091$3,365,877
LESS INCOME TAXED AS UNRELATED BUSINESS
INCOME (IRC 4940(c)(2))-$268,500

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescriptionDescriptionAmountAmount
NET UNREALIZED GAIN ON INVESTMENTS$31,304,942
NET UNREALIZED GAIN FROM PARTNERSHIPS$63,866,472

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
COLLATERAL PAYABLE UNDER$0$0
SECURITIES LENDING$0$0
AGREEMENT$11,795,875$10,279,610

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
GRANT PROGRAM CONSULTANTS$840,759$840,759
EXECUTIVE SEARCH FEES$97,521$97,521
INVESTMENT MANAGEMENT$2,721,596$2,721,596

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX ON NET INVEST. INC.$1,575,000$0
FOREIGN TAXES PAID$329,774