2026-05-11T17:38:47-05:00 2025-06-30 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990PF 2024-07-01 135596895 JOSIAH MACY JR FOUNDATION JOSI 2124862424 44 EAST 64TH STREET NEW YORK NY 10065 PETER GOODWIN INTERIM PRESIDENT 2124862424 2026-05-05 1 0 MICHAEL WALLACE P00881958 2126972299 2024 2025-03-06 01:10:19Z X 152624896 X 332142 4031051 4031051 4380369 40226075 4380369 2587690 2421951 11331252 10833371 1550528 48066 1502462 707782 25480 677759 343619 11339 330793 26962 0 24298 135970 20396 133242 794236 547429 249481 277589 3233 274362 261004 0 22881 0 25557 311703 0 307704 1857582 999209 916567 6289856 1655152 4442225 3355142 3156587 9644998 1655152 7598812 1686254 9178219 695103 2775200 2775200 864952 1205321 864952 864952 64290 78916 78916 137244264 143768179 143768179 8492908 5385093 3184643 3107815 3107815 4799126 2029834 2029834 147192747 152624896 152624896 122730 63987 198555 1254248 1396911 1376978 1659453 X 144610448 150100491 1205321 864952 145815769 150965443 147192747 152624896 145815769 1686254 3507237 151009260 43817 150965443 GURTIN P 21216683 21139192 77491 77491 BLACKROCK P 4014245 4102523 -88278 -88278 SELECT EQUITY P 2272511 2032590 239921 239921 OTHER INVESTMENTS P 3487736 3333084 154652 154652 REALIZED GAINS PASSED THROUGH FROM INVESTMENT IN LP'S P 9234900 5238317 3996583 3996583 4380369 127577 0 127577 0 127577 80198 0 120000 0 200198 0 72621 72621 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NY 1 0 0 0 0 1 WWW.MACYFOUNDATION.ORG THE ORGANIZATION 2124862424 44 EAST 64TH STREET NEW YORK NY 10065 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 HOLLY J HUMPHREY MD JOSIAH MACY JR FND 44 E 64TH ST NEW YORK NY 10065 PRESIDENT 40.00 908433 48478 0 PETER GOODWIN JOSIAH MACY JR FND 44 E 64TH ST NEW YORK NY 10065 COO-TREASURER 40.00 642094 53879 0 MEREDITH B JENKINS JOSIAH MACY JR FND 44 E 64TH ST NEW YORK NY 10065 CHAIRPERSON 0.50 0 0 0 FRANCISCO G CIGARROA MD JOSIAH MACY JR FND 44 E 64TH ST NEW YORK NY 10065 DIRECTOR 0.50 0 0 0 TERRY FULMER PHD RN FAAN JOSIAH MACY JR FND 44 E 64TH ST NEW YORK NY 10065 DIRECTOR 0.50 0 0 0 PAUL JOHNSON JOSIAH MACY JR FND 44 E 64TH ST NEW YORK NY 10065 DIRECTOR 0.50 0 0 0 JACKIE JUDD JOSIAH MACY JR FND 44 E 64TH ST NEW YORK NY 10065 DIRECTOR 0.50 0 0 0 JASON LAMIN JOSIAH MACY JR FND 44 E 64TH ST NEW YORK NY 10065 DIRECTOR 0.50 0 0 0 VALERIE MONTGOMERY RICE MD JOSIAH MACY JR FND 44 E 64TH ST NEW YORK NY 10065 DIRECTOR 0.50 0 0 0 STEVEN M SAFYER MD JOSIAH MACY JR FND 44 E 64TH ST NEW YORK NY 10065 DIRECTOR 0.50 0 0 0 DONNA SNIDER JOSIAH MACY JR FND 44 E 64TH ST NEW YORK NY 10065 DIRECTOR 0.50 0 0 0 ROBERT WACHTER MD JOSIAH MACY JR FND 44 E 64TH ST NEW YORK NY 10065 DIRECTOR 0.50 0 0 0 MARY WAKEFIELD PHD RN FAAN JOSIAH MACY JR FND 44 E 64TH ST NEW YORK NY 10065 DIRECTOR 0.50 0 0 0 DANA LEVINSON 44 E 64TH ST NEW YORK NY 10065 CHIEF PROGRAM OFFICE 40.00 337459 53023 0 KAREN BUTLER 44 E 64TH ST NEW YORK NY 10065 EXECUTIVE ASSISTANT 40.00 159067 65915 0 VICTORIA GOODWIN 44 E 64TH ST NEW YORK NY 10065 PROGRAM ASSOCIATE 40.00 107717 77559 0 KAREN KOURT 44 E 64TH ST NEW YORK NY 10065 ASSISTANT TREASURER 40.00 103285 39544 0 CAROLINE POUNDS 44 E 64TH ST NEW YORK NY 10065 MACY FACULTY SCHOLAR 40.00 115333 26115 0 0 HALL CAPITAL PARTNERS LLC ONE MARITIME PLAZA SUITE 500 SAN FRANCISCO CA 94111 INVESTMENT ADVISOR 332974 BURNESS COMMUNICATIONS 7910 WOODMONTH AVENUE SUITE 650 BETHESDA MD 20814 COMMUNICATIONS CONSULTANTS 124215 TERI LARSON 16 PREBLE GARDENS ROAD BELMONT MA 02478 CONSULTANT 101184 ARABELLA ADVISORS LLC 1828 L ST NW SUITE 300 WASHINGTON DC 20036 ACCOUNTING CONSULTANTS 70011 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 AUDIT CONSULTANTS 52785 0 0 141339965 4487601 0 145827566 0 0 145827566 2187413 143640153 7182008 7182008 127577 27419 154996 7027012 0 7027012 0 7027012 7598812 0 185924 7784736 7027012 0 0 935421 287980 1223401 7784736 0 0 402600 7027012 355124 0 0 1981125 0 0 0 0 0 402600 0 1578525 935421 287980 355124 PETER GOODWIN 44 EAST 64TH STREET NEW YORK NY 10065 2124862424 ALL APPLICATIONS MUST BE COMPLETED AND SUBMITTED ONLINE AT WWW.MACYFOUNDATION.ORG. ALL APPLICATIONS START WITH A LETTER OF INQUIRY WHICH CONTAINS: -NAMES AND QUALIFICATIONS OF THOSE WHO WOULD CARRY OUT THE PROJECT -BRIEF DESCRIPTION OF THE PROJECT GOALS AND DESIGN, AND HOW IT FITS WITHIN YOUR ORGANIZATION -ESTIMATED PROJECT BUDGET LETTERS OF INQUIRY ARE EVALUATED ON THESE KEY DIMENSIONS: -RELEVANCE TO OUR PRIORITIES; -IMPORTANCE AND ORIGINALITY. -SIGNIFICANCE AND GENERALIZABILITY; AND SUSTAINABILITY. NONE THE JOSIAH MACY JR. FOUNDATION IS A PRIVATE FOUNDATION WHICH PROVIDES GRANTS TO COLLEGES, UNIVERSITIES, AND OTHER PROFESSIONAL ASSOCIATIONS. THE FOUNDATION'S GRANTS HAVE SUPPORTED PROJECTS THAT BROADEN AND IMPROVE HEALTH PROFESSIONAL EDUCATION. CURRENTLY, IT IS TOTALLY DEVOTED TO IMPROVING HEALTH BY ADVANCING THE EDUCATION AND TRAINING OF HEALTH PROFESSIONALS, AND IT IS THE ONLY NATIONAL FOUNDATION SOLELY DEDICATED TO THIS MISSION. ARNOLD P GOLD FOUNDATION 2125 CENTER AVENUE SUITE 305 FORT LEE NJ 07024 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, BUILDING TRUST THROUGH INTERPROFESSIONAL EDUCATION (BUILD TRUST) 25000 ASSOCIATION OF AMERICAN MEDICAL COLLEGES 655 K STREET NW SUITE 100 WASHINGTON DC 20001 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, THE DEVELOPMENT OF AI COMPETENCIES FOR PHYSICIAN DEVELOPMENT: A NATIONAL CONSENSUS PROJECT TO ADVANCE MEDICAL EDUCATION 25000 BOARD OF REGENTS NEVADA SYSTEM OF HIGHER EDUCATION 4504 SOUTH MARYLAND PARKWAY LAS VEGAS NV 89154 N/A 501 (C)(3) TO SUPPORT THE DISABILITY INCLUSION IN NURSING INITIATIVE ENTITLED, ENHANCING CLINICAL EDUCATION ACCESSIBILITY FOR NURSING STUDENTS WITH DISABILITIES 73719 BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM 21 NORTH PARK STREET SUITE 6301 MADISON WI 53715 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, THE FUNDAMENTALS OF COMMUNICATION IN SURGERY CURRICULUM: SUPPORTING PATIENTS AND FAMILIES DURING ETHICALLY CHALLENGING HIGH-STAKES SURGICAL DECISIONS 99943 BOSTON COLLEGE 140 COMMONWEALTH AVENUE CHESTNUT HILL MA 02467 N/A 501 (C)(3) TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR 125000 BRANDEIS UNIVERSITY MAILSTOP 035 HELLER SCHOOL FOR SOCIAL POLICY AND MANAGEMENT WITHAM MA 02454 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, SUSTAINABILITY OF POSITIVE IMPACT OF THE C-CHANGE MENTORING & LEADERSHIP INSTITUTE 25000 BROWN UNIVERSITY 222 RICHMOND STREET PROVIDENCE RI 02903 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, THE BROWN ADVOCATES FOR SOCIAL CHANGE & EQUITY MENTOR CHAMPIONS 100000 BROWN UNIVERSITY 460 PINE STREET PROVIDENCE RI 02907 N/A 501 (C)(3) TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR 125000 CARL J SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD 330 BROOKLINE AVENUE BOSTON MA 02215 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, MILLENNIUM CONFERENCE 2025: ARTIFICAL INTELLIGENCE 25000 CHILDREN'S HOSPITAL OF PHILADELPHIA 3401 CIVIC CENTER BOULEVARD PHILADELPHIA PA 19104 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, DESIGNING FOR EQUITY IN MEDICAL EDUCATION: AN INNOVATIVE APPLICATION OF DESIGN THINKING TO CO-CREATE EQUITABLE ASSESSMENT SYSTEMS 99999 COMMUNITY IMPROVING DIAGNOSIS IN MEDICINE (CIDM) 171 CONVERSE RD MARION MA 02738 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, SPECIAL ISSUE OF DIAGNOSIS COMMEMORATING THE 10-YEAR ANNIVERSARY OF THE NATIONAL ACADEMY'S IMPROVING DIAGNOSIS IN HEALTH CARE 5000 DENVER HEALTH AND HOSPITAL AUTHORITY 4735 WEST 35TH AVENUE DENVER CO 80212 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, ENHANCING COMMUNICATION COMPETENCY FOR EQUITABLE PATIENT CARE: A SIMULATION-BASED CURRICULUM IN GRADUATE MEDICAL EDUCATION 24996 DUKE UNIVERSITY DUMC 3322 307 TRENT DRIVE DURHAM NC DURHAM NC 27710 N/A 501 (C)(3) TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR 104954 GEORGE WASHINGTON UNIVERSITY 2175 K STREET NW SUITE 250 WASHINGTON DC 20037 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, MONITORING THE DIVERSITY OF HEALTH PROFESSIONS EDUCATION ENROLLMENT 25000 JOHNS HOKINS UNIVERSITY 525 N WOLFE STREET BALTIMORE MD 21287 N/A 501 (C)(3) TO SUPPORT THE DISABILITY INCLUSION IN NURSING INITIATIVE ENTITLED, AN EXPERIENCE-BASED CO-DESIGN PROJECT WITH NURSING STUDENTS, FACULTY, AND STUDENT DISABILITY SERVICES STAFF TO INCREASE ACCESS FOR STUDENTS WITH DISABILITIES 74999 LINFIELD UNIVERSITY 900 SE BAKER STREET MCMINNVILLE OR 97128 N/A 501 (C)(3) TO SUPPORT THE DISABILITY INCLUSION IN NURSING INITIATIVE ENTITLED, BREAKING DOWN BARRIERS: ADVOCACY FOR ACCESSIBILITY IN NURSING EDUCATION AND PRACTICE 64138 MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 N/A 501 (C)(3) TO SUPPORT PROJECT ENTITLED, THE PREGNANT (PREGNANT RESIDENT EMPOWERMENT, GUIDANCE, AND ADVOCACY IN TRAINING) COACHING PROJECT 99579 MATCHING GIFTS PROGRAM 44 EAST 64TH STREET NEW YORK NY 10065 N/A 501 (C)(3) CONTRIBUTIONS MADE BY BOARD DIRECTORS, DIRECTORS EMERITUS AND FULL TIME EMPLOYEES TO ANY CHARITABLE ORGANIZATION WITH A 501 ( C ) 3 STATUS MATCHED ON A ONE-TO-ONE OR TWO-TO-ONE BASIS 79950 MEDICAL COLLEGE OF WISCONSIN KERN NATIONAL NETWORK 8701 WATERTOWN PLAN ROAD MILWAUKEE WI 53226 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, BRIDGING ACROSS DIFFERENCES TO ADVANCE FLOURISHING IN MEDICINE 99992 MEDSTAR HEALTH RESEARCH INSTITUTE INC 3800 RESERVOIR RD NW WASHINGTON DC 20007 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, NATIONAL ANTI-RACISM IN MEDICINE CURRICULUM COALITION (NAMCC) MICROLEARNING SERIES 24998 MIAMI UNIVERSITY 151 UNIVERSITY HALL 1601 UNIVERSITY BLVD HAMILTON OH 45011 N/A 501 (C)(3) TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR 65578 MICHIGAN UNIVERSITY 2800 PLYMOUTH ROAD BLDG 16 RM 430W ANN ARBOR MI 48109 N/A 501 (C)(3) TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR 125000 NEW YORK UNIVERSITY 550 FIRST AVENUE NEW YORK NY 10016 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, COMMUNICATION COMPASS: AI-ENHANCED FEEDBACK SYSTEM 99992 NEW YORK UNIVERSITY 227 EAST 30TH ST NEW YORK NY 10016 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, ORGANIZATIONAL ETHICS SIMULATIONS FOR MEDICAL STUDENTS 25000 NORTHWESTERN UNIVERSITY 225 EAST CHICAGO AVENUE BOX 63 CHICAGO IL 60611 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, IMPROVING BELONGING WITHIN THE HOUSE OF SURGERY 99930 PACE UNIVERSITY 861 BEDFORD ROAD PLEASANTVILLE NY 10570 N/A 501 (C)(3) TO SUPPORT THE DISABILITY INCLUSION IN NURSING INITIATIVE ENTITLED, ENHANCING INCLUSIVITY IN NURSING PROGRAMS FOR STUDENTS WITH DISABILITIES 71480 PENNSYLVANIA STATE UNIVERSITY 500 UNIVERSITY DRIVE MC H039 PO BOX 850 HERSHEY PA 17033 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, BUILDING THE UNIT (UNITED NON-HIERARCHICAL INTERPROFESSIONAL TEAM): A COLLABORATIVE INTERVENTION TO ENHANCE RESIDENT, FELLOW, AND ADVANCED PRACTICE PROVIDER TEAMWORK IN THE MICU 100000 QUINNIPIAC UNIVERSITY 275 MOUNT CARMEL AVENUE NORTH HAVEN CT 06473 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, 21ST CENTURY PHYSICIANSHIP A LONGITUDINAL CURRICULUM TO EQUIP MEDICAL STUDENTS FOR ETHICS CHALLENGES IN TODAYS HEALTH CARE ENVIRONMENT 25000 REGENTS OF THE UNIVERSITY OF MINNESOTA 450 MCNAMARA CENTER MINNEAPOLIS MN 55455 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, BRIDGING THE GAP: IMPROVING HEALTH AND LEARNING OUTCOMES BY ADVANCING INTERPROFESSIONAL COLLABORATION: A ROUNDTABLE DIALOGUE 25000 SOUTHERN CONNECTICUT STATE UNIVERSITY 501 CRESCENT STREET ENGLEMAN HALL B213 NEW HAVEN CT 06515 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, BRIDGING THE GAP: INTERPROFESSIONAL COLLABORATION TO ADDRESS MENTAL HEALTH IN INDIVIDUALS WITH COMMUNICATION DISORDERS 24993 STATE UNIVERSITY OF IOWA 50 NEWTON ROAD IOWA CITY IA 52242 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, BRIDGING THE GAP: 2ND NATIONAL NURSING LGBTQ SUMMIT PRINCIPAL 10000 STONY BROOK UNIVERSITY 101 NICOLLS ROAD STONY BROOK NY 11794 N/A 501 (C)(3) TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR 109784 THE BOARD TRUSTEES OF THE UNIVERSITY OF ILLINOIS 1737 W POLK STREET 310 AOB M/C 672 CHICAGO IL 60612 N/A 501 (C)(3) TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR 125000 THE BOARD TRUSTEES OF THE UNIVERSITY OF ILLINOIS 845 S DAMEN AVE M/C 802 CHICAGO IL 60612 N/A 501 (C)(3) TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR 105559 THE GEORGE WASHINGTON UNIVERSITY 1922 F STREET NW 4TH FLOOR WASHINGTON DC 20052 N/A 501 (C)(3) TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR 125000 THE NASW FOUNDATION INC 750 FIRST ST NE STE 800 WASHINGTON DC 20002 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, NAVIGATING NEW LAWS: GENDER-AFFIRMING CARE TRAINING FOR BEHAVIORAL HEALTHCARE WORKERS 25000 UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION PC 1808 7TH AVE S BDB 506 BIRMINGHAM AL 35294 N/A 501 (C)(3) TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR 125000 UNIVERSITY OF CALIFORNIA LA 10889 WILSHIRE BLVD SUITE 700 BOX 951406 LOS ANGELES CA 90095 N/A 501 (C)(3) TO SUPPORT THE WORK AS A JOSIAH MACY JR. FOUNDATION, MACY FACULTY SCHOLAR 125000 UNIVERSITY OF COLORADO 13001 EAST 17TH PLACE AURORA CO 80045 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, EVEN BETTER TOGETHER: AN ELEVATED COACHING CURRICULUM SO PHYSICIAN TRAINEES CAN THRIVE AT WORK AND BEYOND 99947 UNIVERSITY OF COLORADO 13080 EAST 19TH AVENUE R27-004 MAIL STOP 8700 AURORA CO 80045 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, EMBEDDING AN INTERPROFESSIONAL ETHICS AND HEALTH EQUITY CURRICULUM IN A NEW RURAL AND INDIGENOUS SERVING NURSING PROGRAM 24400 UNIVERSITY OF MASSACHUSETTS 100 VENTURE WAY SUITE 201 BOX 7 HADLEY MA 01035 N/A 501 (C)(3) TO SUPPORT THE DISABILITY INCLUSION IN NURSING INITIATIVE ENTITLED, BUILDING CAPACITY FOR DISABILITY JUSTICE IN NURSING 66533 UNIVERSITY OF MICHIGAN 1500 E MEDICAL CENTER DRIVE ANN ARBOR MI 48109 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, HEALTHCARE EQUITY AND RETENTION IN OBSTETRICS AND GYNECOLOGY (HERO) 25000 UNIVERSITY OF ROCHESTER 2269 LYELL AVENUE SUITE 103 1016 ROCHESTER NY 14606 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, ADVANCING HEALTHCARE COMMUNICATION: A PROPOSAL FOR AI-DRIVEN TRAINING 24750 UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON 7000 FANNIN 12TH FLOOR HOUSTON TX 77030 N/A 501 (C)(3) TO SUPPORT THE DISABILITY INCLUSION IN NURSING INITIATIVE ENTITLED, PROJECT DNA: A BLUEPRINT AND REFERENCE GUIDE INSPIRING DIVERSITY IN NURSING EDUCATION TOWARD ADOPTING INCLUSIVE TECHNICAL STANDARDS 71833 UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON 2702 WROXTON ROAD HOUSTON TX 77005 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, FOSTERING CONNECTION AND SHAME RESILIENCE THROUGH THE EVIDENCE-BASED LENS OF SELF-COMPASSION 6375 UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO 7703 FLOYD CURL DRIVE SAN ANTONIO TX 78229 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, EXPLORING PROFESSIONAL AND ETHICAL DILEMMAS TO TEACH AND ASSESS THE ACGME COMPETENCIES OF PROFESSIONALISM, INTERPERSONAL AND COMMUNICATION SKILLS, AND SYSTEMS-BASED PRACTICE IN THE CLINICAL LEARNING ENVIRONMENT 93166 W MONTAGUE COBBNMA HEALTH INSTITUTE 1050 CONNECTICUT AVENUE NW SUITE 500 WASHINGTON DC WASHINGTON DC 20036 N/A 501 (C)(3) TO SUPPORT A PROJECT ENTITLED, CODE, CONTEXT, AND CARE: AI AT THE CROSSROADS OF HEALTHCARE, RESEARCH, & WORKFORCE DEVELOPMENT 5000 3156587 0 14 4031051 18 4380369 REFUND OF PRIOR YEAR GRANT 14 19417 OTHER INVESTMENT INCOME PASSED THROUGH FROM INVESTMENT LP'S 14 2421951 UNRELATED BUSINESS INCOME PASSED THROUGH FROM INVESTMENT IN LP'S 146322 146322 10833371 19417 10999110 11A COLUMN (E) - MISCELLANEOUS RETURN OF GRANT FUNDS. 0 0 0 0 0 0 0 0 0 0 X X 1 ACCREDIDATION COUNCIL FOR GRADUATE MEDICAL EDUCATION 401 NORTH MICHIGAN AVENUE SUITE 200 CHICAGO IL 60611 296311 X ACCOUNTING FEES 135970 20396 133242 LAND 1922700 SL 0.000000000000 0 0 BUILDINGS & IMPROVEMENT 5793113 4469983 SL 40.000000000000 219304 0 FURNITURE & FIXTURES 585834 490451 SL 5.000000000000 24053 0 WEBSITE & SOFTWARE 191261 163655 SL 5.000000000000 17647 0 PAGE 9, PART XII - UNDISTRIBUTED INCOME - LINE 4(C)THE FOUNDATION HEREBY ELECTS TO TREAT $402,600 AS A DISTRIBUTION OUT OF CORPUS TO SATISFY THE REQUIREMENTS IMPOSED BY SECTION 4942(H)(2). AN ELECTION IS HEREBY MADE PURSUANT TO REG. 53.4942(A)-3(D)(2) TO TREAT $402,600 AS A DISTRIBUTION OUT OF CORPUS. BLACKROCK FIXED FMV 15472957 15472957 GURTIN FMV 78511 78511 AMANSA FEEDER, LTD. FMV 3450568 3450568 CEPHEI CAPITAL (HCP CHINA CAPITAL APPRECIATION FUND, L.P.) FMV 1161507 1161507 DODGE & COX GLOBAL STOCK FUND FMV 10454418 10454418 GENERATION IM FUND PLC FMV 14210665 14210665 HCIF OFFSHORE LP FMV 4354854 4354854 SELECT EQUITY SMALL-MID CAP FUND FMV 7032290 7032290 SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY FMV 8216667 8216667 WGI EMERGING MARKETS FUND, LLC FMV 4037009 4037009 ABRAMS CAPITAL FMV 5576485 5576485 ARCLIGHT ENERGY PARTNERS FUND VI, L.P. (2015) FMV 521025 521025 ARDIAN SECONDARY FUND VI B, LP (2013) FMV 272566 272566 ATALAYA SPECIAL OPPORTUNITIES FUND VI (2015) FMV 38667 38667 BAIN CAPITAL FUND FMV 1197636 1197636 BRACEBRIDGE (BIL, LTD) FMV 3726959 3726959 CANYON VALUE REALIZATION FUND (CAYMAN), LTD. FMV 941371 941371 CI CAPITAL INVESTORS III, LP (2016) FMV 674002 674002 COREVIEW OFFSHORE FUND FMV 2660705 2660705 EMINENCE FUND, LTD. FMV 3717830 3717830 FARALLON CAPITAL INSTITUTIONAL PARTNERS, LP (SIDEPOCKETS) FMV 6180972 6180972 FORTRESS FMV 1538386 1538386 HCP PE X FMV 5780406 5780406 HCP PE XI FMV 2103099 2103099 HCP PRIVATE EQUITY FUND IX-A, LP FMV 5107208 5107208 HCP PRIVATE EQUITY FUND VIII-A, LP FMV 8830519 8830519 HCP RE IV FMV 1722754 1722754 HCP REAL ESTATE FUND II, LLP FMV 2840744 2840744 HCP REAL ESTATE FUND III, LP FMV 1414317 1414317 KASZEK FMV 845910 845910 LITTLEJOHN FUND V, LP (2014) FMV 581541 581541 MAINSAIL PARTNERS IV, L.P. (2016) FMV 326861 326861 ORION FUND V INVESTORS LP FMV 1206617 1206617 PELICAN ENERGY PARTNERS II, LP (2016) FMV 1086160 1086160 PRIME FINANCE CMBS B-PIECE FUND I, LP (2017) FMV 1552851 1552851 PRIME FINANCE CMBS B-PIECE FUND II, LP (2017) FMV 2381127 2381127 PRIME FINANCE CMBS OPPORTUNITIES FUND 4, L.P. FMV 325634 325634 QUANTUM ENERGY PARTNERS VII FMV 885175 885175 TRIDENT VII FMV 3087802 3087802 VARDE FUND XII FMV 991206 991206 VARDE FUND XIII FMV 967960 967960 VOLITION CAPITAL FMV 881982 881982 GOODFINCH FMV 918144 918144 GOLDENTREE MULTI-SECTOR CUSTOM FUND I(CAYMAN) LP FMV 3086134 3086134 FORTRESS VI FMV 645623 645623 HCP PE XII FMV 682355 682355 LAND 1922700 0 1922700 BUILDINGS & IMPROVEMENT 5793113 4689287 1103826 FURNITURE & FIXTURES 585834 514504 71330 WEBSITE & SOFTWARE 191261 181302 9959 LEGAL FEES 26962 0 24298 ACCRUED INTEREST & DIVIDENDS 83307 99248 99248 457(B) AND 457(F) ASSETS 854778 953623 953623 DUE FROM BROKER 3861041 976963 976963 DEFERRED FEDERAL EXCISE TAX 43817 MAINTENANCE 33549 0 33644 STATIONERY AND SUPPLIES 39730 0 39875 TELEPHONE & MESSENGER 13405 0 13596 MEMBERSHIP DUES 14000 0 14000 DIRECTOR MEETINGS EXPENSE 72522 0 82014 MISCELLANEOUS 38679 0 49941 INSURANCE 74575 0 77661 OTHER PROGRAM EXPENSES 525413 0 559336 OTHER DEDUCTIONS RELATED TO PORTFOLIO INCOME 999209 999209 0 HONORARIUM 46500 0 46500 REFUND OF PRIOR YEAR GRANT 19417 19417 OTHER INVESTMENT INCOME PASSED THROUGH FROM INVESTMENT LP'S 2421951 2421951 2421951 UNRELATED BUSINESS INCOME PASSED THROUGH FROM INVESTMENT IN LP'S 146322 146322 NET CHANGE IN UNREALIZED APPRECIATION OF INVESTMENTS 3507237 DEFERRED FEDERAL EXCISE TAX 399470 443288 457(B) AND 457(F) LIABILITIES 854778 953623 INVESTMENT COUNSEL & CUSTODIAN 547429 547429 0 OTHER CONSULTING 246807 0 249481 FEDERAL EXCISE TAX 141470 0 141470 PAYROLL TAX 97972 3233 94745 UNRELATED BUSINESS INCOME TAX 38147 0 38147