BETH AND RAVENEL CURRY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BETH AND RAVENEL CURRY FOUNDATION (EIN 23-7411083)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202641339349102299
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T15:35:21-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251031405 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGILL POWER BELL & ASSOC LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2402 W 8TH STREET | AddressLine1Txt |
| City | ERIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237411083 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETH AND RAVENEL CURRY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BETH | BusinessNameControlTxt |
| Phone | 2125837096 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 WEST 12TH STREET 605 | AddressLine1Txt |
| City | ERIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAVENEL B CURRY III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125837096 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KALEY R GETZ | PreparerPersonNm |
| PTIN | P01641621 | PTIN |
| Phone | 8144536594 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $638,583,048 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19,210,612 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,210,612 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $19,210,612 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,697,640 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,697,640 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,697,640 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,369,033 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $181,967,031 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,369,033 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $69,277,285 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,277,285 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $22,908,252 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $247,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $37,125 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,535 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $119,348 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $589,084 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $33,185 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $23,742 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,060 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $655,930 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $621,652 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,692,324 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $654,837 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,586,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,586,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,278,324 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $654,837 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,586,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,998,961 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,622,448 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,908,252 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $385,877,800 | CashBOYAmt |
| Cash EOY | $451,192,714 | CashEOYAmt |
| Cash EOYFMV | $451,192,714 | CashEOYFMVAmt |
| Corporate Stock BOY | $72,189,763 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,885,969 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $145,579,066 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $21,198,896 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,621,632 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $41,811,268 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $479,266,459 | TotalAssetsBOYAmt |
| Total Assets EOY | $512,700,315 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $638,583,048 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $17 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $479,266,459 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $512,700,298 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $479,266,459 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $512,700,298 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $479,266,459 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $512,700,315 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $479,266,459 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,998,961 | ExcessRevenueOverExpensesAmt |
| Other Increases | $21,434,878 | OtherIncreasesAmt |
| Subtotal | $512,700,298 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $512,700,298 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ST GAINS | P | 2025-01-01 | 2025-12-31 | $97,400,523 | $97,397,880 | $2,643 | $2,643 |
| LT GAINS | P | 2020-01-01 | 2025-12-31 | $84,566,508 | $48,200,118 | $36,366,390 | $36,366,390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,369,033 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,643 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $814,852 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $814,852 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $814,852 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $440,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $440,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $374,852 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | BRCURRYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | BETH AND RAVENEL CURRY FOUNDATION | IndividualWithBooksNm |
| Phone | 2125837096 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 WEST 12TH STREET SUITE 605 | AddressLine1Txt |
| City | ERIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RAVENEL B CURRY III | ||||||||
| 65 EAST 55TH STREET FL 26 | NEW YORK | NY | 100221240 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CAROLINE RIVERS CURRY | ||||||||
| 65 EAST 55TH STREET FL 26 | NEW YORK | NY | 100221240 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| KIMBERLY DENNIS | ||||||||
| 2501 WEST 12TH STREET ST 605 | ERIE | PA | 16505 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| VANESSA MENDOZA | ||||||||
| 2501 WEST 12TH STREET ST 605 | ERIE | PA | 16505 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| TOBY STOCK | ||||||||
| 2501 WEST 12TH STREET ST 605 | ERIE | PA | 16505 | TRUSTEE | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY COX | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 WEST 12TH STREET ST 605 | AddressLine1Txt |
| City | ERIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $247,500 | CompensationAmt |
| Employee Benefits | $37,125 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALTAMONT ADVISORS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 WEST 12TH STREET SUITE 605 | AddressLine1Txt |
| City | ERIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $119,348 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $165,195,479 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $439,198,730 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $27,643,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $632,037,709 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $632,037,709 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,480,566 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $622,557,143 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,127,857 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,127,857 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $814,852 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $814,852 | TotalTaxAmt |
| Distributable Before Adj | $30,313,005 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,313,005 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,313,005 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,586,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $55,586,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,313,005 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,840,555 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,586,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,840,555 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,313,005 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,432,440 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $23,432,440 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,432,440 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $23,432,440 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAVENEL B CURRY III | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (143 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 3DE | |||||||
| 3565 PIEDMONT ROAD NORTHEAST BLDG 1 | SUITE 460 | ATLANTA | GA | 30305 | PC | UNRESTRICTED | $500,000 |
| ADOPTION SHARE | |||||||
| PO BOX 1532 | BRUNSWICK | GA | 31521 | PC | UNRESTRICTED | $200,000 | |
| ALABAMA POLICY INSTITUTE | |||||||
| 200 MISSIONARY RIDGE DRIVE SUITE | 110 | BIRMINGHAM | AL | 35242 | PC | UNRESTRICTED | $75,000 |
| ALEXANDER HAMILTON SOCIETY | |||||||
| 1750 H ST NW SUITE 250 | WASHINGTON | DC | 20006 | PC | UNRESTRICTED | $250,000 | |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | PC | YUVAL CHAIR, STOREY CHAIRS, OTHER PROJECTS | $4,991,000 | |
| AMERICAN EXCHANGE PROJECT | |||||||
| 38 BALCOM RD | SUDBURY | MA | 01776 | PC | UNRESTRICTED | $400,000 | |
| AMERICAN FEDERATION FOR CHILDREN | |||||||
| 5950 BERKSHIRE LANE SUITE 325 | DALLAS | TX | 75225 | PC | UNRESTRICTED | $500,000 | |
| APPLETREE INSTITUTE FOR EDUCATION | |||||||
| 1801 MISSISSIPPI AVE SE THIRD FLOOR | WASHINGTON | DC | 20020 | PC | UNRESTRICTED | $250,000 | |
| ARCHBRIDGE INSTITUTE | |||||||
| 1367 CONNECTICUT AVENUE NW SUITE | 200 | WASHINGTON | DC | 20036 | PC | UNRESTRICTED | $100,000 |
| ATLAS NETWORK | |||||||
| TWO LIBERTY CENTER 4075 WILSON BLVD | SUITE 310 | ARLINGTON | VA | 22203 | PC | UNRESTRICTED | $400,000 |
| BEACON CENTER OF TENNESSEE | |||||||
| 1200 CLINTON ST SUITE 205 | NASHVILLE | TN | 37203 | PC | UNRESTRICTED | $150,000 | |
| BETTER TOGETHER | |||||||
| 15275 COLLIER BLVD SUITE 201-284 | NAPLES | FL | 34119 | PC | UNRESTRICTED | $200,000 | |
| BILL OF RIGHTS INSTITUTE | |||||||
| 1310 N COURTHOUSE RD SUITE 620 | ARLINGTON | VA | 22201 | PC | AMERICA 250 EFFORTS, BRI JR., AND WORK IN PA, NC, VA, AZ, OH, WI, GA, AND NV | $1,250,000 | |
| BLACK PASTORS UNITED FOR EDUCATION | |||||||
| 1501 MARKET STREET | HARRISBURG | PA | 17103 | PC | WORK WITH PRIMER IN TX | $150,000 | |
| BLACK PASTORS UNITED FOR EDUCATION | |||||||
| 1501 MARKET STREET | HARRISBURG | PA | 17103 | PC | UNRESTRICTED | $275,000 | |
| BLUE RIDGE CENTER | |||||||
| PO BOX 6186 | CHARLOTTESVILLE | VA | 22906 | PC | EXPANSION & GEN OPPS | $250,000 | |
| BUCKEYE INSTITUTE | |||||||
| 88 EAST BROAD STREET SUITE 1300 | COLUMBUS | OH | 43215 | PC | UNRESTRICTED | $300,000 | |
| BUILDING HOPE | |||||||
| 1730 PENNSYLVANIA AVENUE NORTHWEST | SUITE 250 | WASHINGTON | DC | 20006 | PC | MICROSCHOOL START-UP LOAN FUND | $250,000 |
| CALVIN COOLIDGE PRESIDENTIAL FOUNDATION | |||||||
| PO BOX 97 | PLYMOUTH | VT | 05056 | PC | UNRESTRICTED | $100,000 | |
| CALVIN COOLIDGE PRESIDENTIAL FUND INC | |||||||
| PO BOX 97 | PLYMOUTH | VT | 05056 | PC | UNRESTRICTED | $100,000 | |
| CARDINAL INSTITUTE | |||||||
| PO BOX 11495 | CHARLESTON | WV | 25339 | PC | UNRESTRICTED | $125,000 | |
| CATALYZE CHALLENGE | |||||||
| PO BOX 37734 | BALTIMORE | MD | 21297 | PC | UNRESTRICTED | $500,000 | |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | PC | UNRESTRICTED | $200,000 | |
| CENTER FOR TEEN FLOURISHING | |||||||
| PO BOX 524 | EDGEMONT | PA | 19028 | PC | UNRESTRICTED | $500,000 | |
| CENTER FOR THE RIGHTS OF ABUSED CHILDREN | |||||||
| 3900 E CAMELBACK RD SUITE 300 | PHOENIX | AZ | 85018 | PC | UNRESTRICTED | $125,000 | |
| CHANGE SUMMER | |||||||
| 119 W 72ND ST 187 | NEW YORK | NY | 10023 | PC | UNRESTRICTED | $250,000 | |
| CHARTER SCHOOL GROWTH FUND | |||||||
| 1390 LAWRENCE STREET SUITE 200 | DENVER | CO | 80204 | PC | UNRESTRICTED | $5,000,000 | |
| CHILDREN'S SCHOLARSHIP FUND | |||||||
| 8 W 38TH ST 9TH FLOOR | NEW YORK | NY | 10018 | PC | UNRESTRICTED AND FSTC IMPLEMENTATION | $350,000 | |
| CHILDREN'S SCHOLARSHIP FUND PHILADELPHIA | |||||||
| 1500 WALNUT STREET SUITE 1300 | PHILADELPHIA | PA | 19102 | PC | UNRESTRICTED | $200,000 | |
| CLEMSON INSTITUTE FOR THE STUDY OF CAPITALISM | |||||||
| 110 DANIEL DRIVE | CLEMSON | SC | 29669 | PC | SNOW INSTITUTE FOR THE STUDY OF CAPITALISM | $200,000 | |
| COMMONWEALTH FOUNDATION | |||||||
| 225 STATE ST SUITE 502 | HARRISBURG | PA | 17101 | PC | UNRESTRICTED | $300,000 | |
| COMPETITIVE ENTERPRISE INSTITUTE | |||||||
| 1310 L STREET NW 7TH FLOOR | WASHINGTON | DC | 20005 | PC | UNRESTRICTED | $200,000 | |
| COMPSCI HIGH | |||||||
| 447 WALES AVENUE | BRONX | NY | 10455 | PC | UNRESTRICTED | $150,000 | |
| COUNCIL ON FOREIGN RELATIONS | |||||||
| 58 E 68TH ST | NEW YORK | NY | 10065 | PC | UNRESTRICTED | $50,000 | |
| CRISTO REY NETWORK | |||||||
| 104 S MICHIGAN AVENUE SUITE 500 | CHICAGO | IL | 60603 | PC | ADVANCING EXCELLENCE INITIATIVE | $600,000 | |
| CRISTO REY NEW YORK SCHOOL | |||||||
| 112 E 106TH ST | NEW YORK | NY | 10029 | PC | UNRESTRICTED | $50,000 | |
| CRISTO REY PHILADELPHIA HIGH SCHOOL | |||||||
| 1717 WEST ALLEGHENY AVENUE | PHILADELPHIA | PA | 19132 | PC | UNRESTRICTED | $50,000 | |
| DONORS TRUST | |||||||
| 1800 DIAGONAL RD SUITE 280 | ALEXANDRIA | VA | 22314 | PC | UNRESTRICTED | $175,000 | |
| DREXEL FUND | |||||||
| 424 SOUTH MICHIGAN STREET 1214 | SOUTH BEND | IN | 46601 | PC | UNRESTRICTED | $560,000 | |
| ECONOMIC POLICY INNOVATION CENTER | |||||||
| 316 PENNSYLVANIA AVENUE SE SUITE | 501 | WASHINGTON | DC | 20003 | PC | UNRESTRICTED | $350,000 |
| EDCHOICE | |||||||
| 111 MONUMENT CIRCLE SUITE 2650 | INDIANAPOLIS | IN | 46204 | PC | UNRESTRICTED | $150,000 | |
| EDUCATION REFORM NOW | |||||||
| 4301 50TH ST NW SUITE 300 2028 NW | WASHINGTON | DC | 20016 | PC | UNRESTRICTED | $250,000 | |
| EL EDUCATION | |||||||
| 247 WEST 35TH STREET 8TH FLOOR | NEW YORK | NY | 10001 | PC | UNRESTRICTED | $250,000 | |
| EMERGE FELLOWSHIP | |||||||
| 11251 NW FWY 330 | HOUSTON | TX | 77092 | PC | UNRESTRICTED | $50,000 | |
| EMERGENT ORDER FOUNDATION | |||||||
| 4450 FRONTIER TRAIL | AUSTIN | TX | 78745 | PC | UNRESTRICTED | $500,000 | |
| EMPOWER MISSISSIPPI | |||||||
| 1000 NORTHPARK DRIVE | RIDGELAND | MS | 39157 | PC | UNRESTRICTED | $100,000 | |
| EXCELNED | |||||||
| PO BOX 10691 | TALLAHASSEE | FL | 32302 | PC | UNRESTRICTED | $250,000 | |
| FEDERALIST SOCIETY | |||||||
| 1776 I ST NW SUITE 300 | WASHINGTON | DC | 20006 | PC | UNRESTRICTED | $200,000 | |
| FIRING LINEWNET | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | PC | UNRESTRICTED | $100,000 | |
| FISCAL LAB | |||||||
| 113 EAST GLENDALE AVENUE | ALEXANDRIA | VA | 22301 | PC | UNRESTRICTED | $100,000 | |
| FOUNDATION FOR ECONOMIC EDUCATION | |||||||
| 1819 PEACHTREE RD NE SUITE 300 | ALANTA | GA | 30309 | PC | UNRESTRICTED | $100,000 | |
| FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION | |||||||
| 510 WALNUT ST SUITE 1250 | PHILADELPHIA | PA | 19106 | PC | UNRESTRICTED | $1,500,000 | |
| FOUNDATION FOR RESEARCH ON EQUAL OPPORTUNITY | |||||||
| 201 WEST FIFTH STREET SUITE 1100 | AUSTIN | TX | 78701 | PC | UNRESTRICTED | $75,000 | |
| FRANKLIN NEWS FOUNDATION | |||||||
| 20 N CLARK ST SUITE 3300 | CHICAGO | IL | 60602 | PC | UNRESTRICTED | $250,000 | |
| FRICK COLLECTION | |||||||
| 1 E 70TH ST | NEW YORK | NY | 10021 | PC | CAMPAIGN FOR THE FRICK | $400,000 | |
| FRICK COLLECTION | |||||||
| 1 E 70TH ST | NEW YORK | NY | 10021 | PC | MEMBERSHIP, MUSIC PROGRAM | $150,000 | |
| FRICK COLLECTION | |||||||
| 1 E 70TH ST | NEW YORK | NY | 10021 | PC | UNRESTRICTED | $250,000 | |
| FROST VALLEY YMCA CAMP | |||||||
| 2000 FROST VALLEY RD | CLARYVILLE | NY | 12725 | PC | UNRESTRICTED | $30,000 | |
| FUEL OKC | |||||||
| 309 NW 13TH STREET | OKLAHOMA CITY | OK | 73103 | PC | THE LEARNING LAB AT CROSSROADS | $25,000 | |
| FURMAN FREE SPEECH ALLIANCE | |||||||
| 1202 STONNELL PLACE | ALEXANDRIA | VA | 22302 | PC | UNRESTRICTED | $75,000 | |
| GENESYS WORKS | |||||||
| PO BOX 736133 | DALLLAS | TX | 75373 | PC | UNRESTRICTED | $100,000 | |
| GEO ACADEMIES | |||||||
| 3145 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | PC | UNRESTRICTED | $300,000 | |
| GEORGIA CENTER FOR OPPORTUNITY | |||||||
| 3847 MEDLOCK BRIDGE ROAD | PEACHTREE CORNERS | GA | 30092 | PC | UNRESTRICTED | $300,000 | |
| GOLDWATER INSTITUTE | |||||||
| 500 E CORONADO RD | PHOENIX | AZ | 85004 | PC | DEFENDING AZ'S ESA PROGRAM | $150,000 | |
| GREAT HEARTS ACADEMIES | |||||||
| 4801 EAST WASHINGTON STREET SUITE | 250 | PHOENIX | AZ | 85034 | PC | FOR ACADEMICALLY AT-RISK STUDENTS | $750,000 |
| GREAT SCHOOLS | |||||||
| 66 FRANKLIN STREET SUITE 300 | OAKLAND | CA | 94607 | PC | UNRESTRICTED | $75,000 | |
| HETERODOX ACADEMY | |||||||
| 82 NASSAU ST 646 | NEW YORK | NY | 10038 | PC | UNRESTRICTED | $1,000,000 | |
| HOOVER INSTITUTION | |||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | PC | UNRESTRICTED | $50,000 | |
| HUDSON INSTITUTE | |||||||
| 1201 PENNSYLVANIA AVE NW SUITE 400 | WASHINGTON | DC | 20004 | PC | WRM'S WORK, POLITICAL STUDIES PROGRAM, GEN OPPS | $3,150,000 | |
| ILLINOIS POLICY INSTITUTE | |||||||
| 300 SOUTH RIVERSIDE PLAZA STE 1650 | CHICAGO | IL | 60606 | PC | CENTER FOR POVERTY SOLUTIONS | $250,000 | |
| INSTITUTE FOR FAMILY STUDIES | |||||||
| PO BOX 1502 | CHARLOTTESVILLE | VA | 22903 | PC | UNRESTRICTED | $195,000 | |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEBE RD SUITE 900 | ARLINGTON | VA | 22203 | PC | UNRESTRICTED | $250,000 | |
| INSTITUTE FOR REFORMING GOVERNMENT | |||||||
| 11220 WEST BURLEIGH STREET SUITE | 100 | WAUWATOSA | WI | 53222 | PC | UNRESTRICTED | $250,000 |
| INSTITUTE FOR RESPONSIBLE CITIZENSHIP | |||||||
| 1227 25TH ST NW 6TH FLOOR | WASHINGTON | DC | 20037 | PC | STIPENDS AND GEN OPPS | $310,000 | |
| INSTITUTE FOR THE AMERICAN WORKER | |||||||
| PO BOX 458 | HAMILTON | VA | 20159 | PC | UNRESTRICTED | $50,000 | |
| INVEST IN EDUCATION FOUNDATION | |||||||
| PO BOX 38222 | ALBANY | NY | 12203 | PC | UNRESTRICTED | $100,000 | |
| JACK MILLER CENTER | |||||||
| 3 BALA PLAZA WEST SUITE 401 | BALA CYNWYD | PA | 19004 | PC | CIVIC THOUGHT AND LEADERSHIP INITIATIVE | $100,000 | |
| JOHN LOCKE FOUNDATION | |||||||
| 4800 SIX FORKS RD SUITE 220 | RALEIGH | NC | 27609 | PC | UNRESTRICTED | $200,000 | |
| KHAN ACADEMY | |||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | PC | UNRESTRICTED | $2,000,000 | |
| LET GROW | |||||||
| 228 PARK AVE S 77212 | NEW YORK | NY | 10003 | PC | UNRESTRICTED | $200,000 | |
| LIBERTAS NETWORK | |||||||
| 2183 WEST MAIN STREET SUITE A102 | LEHI | UT | 84043 | PC | UT ESA IMPLEMENTATION, LOW-INCOME CHILDREN IN CHILDREN'S ENTREPRENEURSHIP MARKETS, PRAXIS | $300,000 | |
| LOVE YOUR SCHOOL | |||||||
| 4940 EAST SUNNYSIDE DRIVE | SCOTTSDALE | AZ | 85254 | PC | UNRESTRICTED | $75,000 | |
| MACKINAC CENTER FOR PUBLIC POLICY | |||||||
| 140 WEST MAIN STREET | MIDLAND | MI | 48640 | PC | COMMUNITY ENGAGEMENT FOR ED REFORM | $150,000 | |
| MAGPIE LITERACY CO CAMBIAR EDUCATION | |||||||
| 17412 VENTURA BOULEVARD 268 | ENCINO | CA | 91316 | PC | UNRESTRICTED | $250,000 | |
| MANHATTAN INSTITUTE | |||||||
| 52 VANDERBILT AVE | NEW YORK | NY | 10017 | PC | UNRESTRICTED | $250,000 | |
| MERCATUS CENTER | |||||||
| 3434 WASHINGTON BOULEVARD | ARLINGTON | VA | 22201 | PC | EMERGING SCHOLARS PROGRAM | $200,000 | |
| NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS | |||||||
| 800 CONNECTICUT AVENUE NW SUITE 300 | WASHINGTON | DC | 20006 | PC | UNRESTRICTED | $350,000 | |
| NATIONAL CONSTITUTION CENTER | |||||||
| 525 ARCH STREET | PHILADELPHIA | PA | 19106 | PC | UNRESTRICTED | $500,000 | |
| NATIONAL REVIEW INSTITUTE | |||||||
| 19 W 44TH ST SUITE 1701 | NEW YORK | NY | 10036 | PC | UNRESTRICTED | $50,000 | |
| NATIONAL SUMMER SCHOOL INITIATIVE | |||||||
| 147 PRINCE ST 3/54 | BROOKLYN | NY | 11201 | PC | UNRESTRICTED | $300,000 | |
| NETWORK FOR TEACHING ENTREPRENEURSHIP | |||||||
| 120 WALL ST 18TH FLOOR | NEW YORK | NY | 10005 | PC | UNRESTRICTED | $75,000 | |
| NEW CRITERION | |||||||
| 900 BROADWAY SUITE 602 | NEW YORK | NY | 10003 | PC | UNRESTRICTED | $10,000 | |
| NEW YORK HALL OF SCIENCE | |||||||
| 4701 111TH ST | QUEENS | NY | 11368 | PC | UNRESTRICTED | $100,000 | |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST AT RICHARD | GILDER WAY | NEW YORK | NY | 10024 | PC | UNRESTRICTED | $300,000 |
| NPOWER | |||||||
| PO BOX 804 | FAIRFIELD | CT | 06824 | PC | UNRESTRICTED | $100,000 | |
| ONE AMERICA MOVEMENT | |||||||
| 4450 MITCHELLVILLE ROAD 1021 | BOWIE | MD | 20716 | PC | UNRESTRICTED | $100,000 | |
| ONYOURMARK EDUCATION CO CAMBIAR EDUCATION | |||||||
| 17412 VENTURA BOULEVARD 268 | ENCINO | CA | 91316 | PC | UNRESTRICTED | $350,000 | |
| OPEN TO DEBATE FOUNDATION | |||||||
| 105 EAST 52ND STREET 28TH FLOOR | NEW YORK | NY | 10022 | PC | UNRESTRICTED | $25,000 | |
| PACIFIC LEGAL FOUNDATION | |||||||
| 555 CAPITOL MALL SUITE 1290 | SACRAMENTO | CA | 95814 | PC | UNRESTRICTED | $200,000 | |
| PALMETTO PROMISE INSTITUTE | |||||||
| PO BOX 12676 | COLUMBIA | SC | 29211 | PC | SC ESA IMPLEMENTATION | $50,000 | |
| PARTNERSHIP SCHOOLS | |||||||
| 450 LEXINGTON AVENUE SUITE 3035 | NEW YORK | NY | 10163 | PC | UNRESTRICTED | $200,000 | |
| PELICAN INSTITUTE | |||||||
| 400 POYDRAS STREET SUITE 900 | NEW ORLEANS | LA | 70130 | PC | UNRESTRICTED | $150,000 | |
| PHILANTHROPY ROUNDTABLE | |||||||
| 1120 20TH ST NW SUITE 400N | WASHINGTON | DC | 20036 | PC | UNRESTRICTED | $350,000 | |
| PIONEER INSTITUTE | |||||||
| 185 DEVONSHIRE STREET STE 1101 | BOSTON | MA | 02110 | PC | STEVEN WILSON'S WORK | $250,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PC | FOR ARTHUR BROOKS' WORK | $100,000 | |
| PRIMER FOUNDATION | |||||||
| 396 WASHINGTON STREET | WELLESLEY | MA | 02481 | PC | TX EXPANSION WORK IN PARTNERSHIP WITH BPUE | $480,000 | |
| PRIMER FOUNDATION | |||||||
| 396 WASHINGTON STREET | WELLESLEY | MA | 02481 | PC | UNRESTRICTED | $100,000 | |
| PROPEL AMERICA | |||||||
| 800 BOYLSTON STREET PO BOX 990443 | BOSTON | MA | 02199 | PC | UNRESTRICTED | $150,000 | |
| QUEENS UNIVERSITY OF CHARLOTTE | |||||||
| 1900 SELWYN AVE | CHARLOTTE | NC | 28274 | PC | QUEENS SUMMER RESEARCH PROGRAM ON FREE SPEECH, INTELLECTUAL DIVERSITY, AND CIVIL DISCOURSE | $50,000 | |
| READWORKS | |||||||
| PO BOX 24673 | BROOKLYN | NY | 11202 | PC | UNRESTRICTED | $15,000 | |
| REASON FOUNDATION | |||||||
| 5737 MESMER AVENUE | LOS ANGELES | CA | 90230 | PC | UNRESTRICTED | $10,000 | |
| REFORMERS ACADEMY | |||||||
| 11 THOMAS BURGIN PARKWAY | QUINCY | MA | 02169 | PC | EDUCATION REFORMERS ACADEMY | $50,000 | |
| ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVE BOX 164 | NEW YORK | NY | 100656399 | PC | CAMPAIGN | $2,000,000 | |
| ROCKEFELLER UNIVERSITY | |||||||
| 1230 YORK AVE BOX 164 | NEW YORK | NY | 100656399 | PC | UNRESTRICTED | $250,000 | |
| RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE | |||||||
| 850 16TH STREET NW | WASHINGTON | DC | 20006 | PC | STUDENT PROGRAMS AND ECONOMIC FORUM | $100,000 | |
| SCHOOLAHOOP | |||||||
| 2443 FILLMORE STREET 380-3386 | SAN FRANCISCO | CA | 94115 | PC | UNRESTRICTED | $100,000 | |
| SETON EDUCATION PARTNERS | |||||||
| 1562 FIRST AVENUE NO 205-2219 | NEW YORK | NY | 10028 | PC | UNRESTRICTED | $500,000 | |
| SILICON SCHOOLS FUND | |||||||
| 827 BROADWAY SUITE 300 | OAKLAND | CA | 94607 | PC | UNRESTRICTED | $1,000,000 | |
| SPARTANBURG ACADEMIC MOVEMENT | |||||||
| 101 NORTH PINE STREET SUITE 150 | SPARTANBURG | SC | 29302 | PC | MOVEMENT 2030 | $200,000 | |
| STAND TOGETHER FOUNDATION | |||||||
| PO BOX 45913 | BALTIMORE | MD | 21297 | PC | NEXTLADDER VENTURES PARTNERSHIP | $2,000,000 | |
| STATE POLICY NETWORK | |||||||
| 1500 WILSON BLVD SUITE 600 | ARLINGTON | VA | 22209 | PC | UNRESTRICTED | $1,500,000 | |
| STEP UP TUTORING | |||||||
| 1424 4TH ST STE 214 | SANTA MONICA | CA | 90401 | PC | UNRESTRICTED | $100,000 | |
| STUDENT SPONSOR PARTNERS | |||||||
| 697 3RD AVE SUITE 429 | NEW YORK | NY | 10017 | PC | CURRY SCHOLARSHIPS AND MENTORSHIPS | $300,000 | |
| SUCCESS ACADEMY CHARTER SCHOOLS | |||||||
| 95 PINE ST FLOOR 6 | NEW YORK | NY | 10005 | PC | MOONSHOT CAMPAIGN | $1,250,000 | |
| SUTHERLAND INSTITUTE | |||||||
| 420 EAST SOUTH TEMPLE SUITE 510 | SALT LAKE CITY | UT | 84111 | PC | WELFARE REFORM & POVERTY ALLEVIATION IN UT | $100,000 | |
| TALENT MARKET | |||||||
| 1633 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20009 | PC | UNRESTRICTED | $25,000 | |
| TEACH LIKE A CHAMPION | |||||||
| 25 BROADWAY 3RD FLOOR | NEW YORK | NY | 10004 | PC | HIGH SCHOOL CURRICULUM, IMPLEMENTATION, EXTERNAL REVIEW | $110,000 | |
| THE 74 | |||||||
| 222 BROADWAY 19TH FLOOR | NEW YORK | NY | 10038 | PC | LITERACY PROJECT AND GEN OPPS | $150,000 | |
| THE FUND FOR AMERICAN STUDIES | |||||||
| 1706 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | PC | UNRESTRICTED | $125,000 | |
| THOMAS B FORDHAM INSTITUTE | |||||||
| 1015 18TH STREET NW SUITE 902 | WASIHNGTON | DC | 20036 | PC | UNRESTRICTED | $25,000 | |
| US CHAMBER OF COMMERCE FOUNDATION | |||||||
| 1615 H STREET NORTHWEST | WASHINGTON | DC | 20062 | PC | NATIONAL CIVICS BEE | $350,000 | |
| UNCOMMON CONSTRUCTION | |||||||
| PO BOX 791438 | NEW ORLEANS | LA | 70119 | PC | FOR EXPANSION EFFORTS | $100,000 | |
| UNITED STATES MILITARY ACADEMY | |||||||
| 698 MILLS ROAD | WEST POINT | NY | 10996 | PC | AMERICAN FOUNDATIONS PROGRAM | $175,000 | |
| UNIVERSITY OF FLORIDA HAMILTON SCHOOL | |||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | PC | UNRESTRICTED | $300,000 | |
| UNIVERSITY OF NORTH CAROLINA SCHOOL OF CIVIC LIFE AND LEADERSHIP | |||||||
| CAMPUS BOX 3408 | CHAPEL HILL | NC | 27599 | PC | UNRESTRICTED | $250,000 | |
| VELA EDUCATION FUND | |||||||
| 1320 N COURTHOUSE RD SUITE 500 | ARLINGTON | VA | 22201 | PC | FOUNDERS WHO FOCUS ON CORE LEARNING, STEM, CAREER AND TECHNICAL EDUCATION, AND ECONOMICS AND ENTREPRENEURSHIP. | $2,000,000 | |
| VERTEX PARTNERSHIP ACADEMIES | |||||||
| 1143 TAYLOR AVENUE | BRONX | NY | 10472 | PC | UNRESTRICTED | $250,000 | |
| VMTS EDUCATION | |||||||
| 137 MONTAGUE ST 132 | BROOKLYN | NY | 11201 | PC | UNRESTRICTED | $350,000 | |
| WEILL CORNELL MEDICINE | |||||||
| 1300 YORK AVE BOX 314 | NEW YORK | NY | 10065 | PC | UNRESTRICTED | $250,000 | |
| WILSON SHEEHAN LAB FOR ECONOMIC OPPORTUNITIES | |||||||
| 3020 JENKINS NANOVIC HALL | NOTRE DAME | IN | 46556 | PC | UNRESTRICTED | $250,000 | |
| YEAR UP UNITED | |||||||
| 45 MILK ST 9TH FLOOR | BOSTON | MA | 02109 | PC | UNRESTRICTED | $150,000 | |
| YOUNG PEOPLE'S CHORUS OF NEW YORK CITY | |||||||
| 37 WEST 65TH STREET 2ND FLOOR | NEW YORK | NY | 10023 | PC | UNRESTRICTED | $325,000 | |
| ZETA CHARTER SCHOOLS | |||||||
| 652 WEST 187TH STREET | NEW YORK | NY | 10033 | PC | UNRESTRICTED | $150,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,586,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,210,612 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,697,640 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,369,033 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $59,277,285 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,277,285 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RAVENEL B CURRY III | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 EAST 55TH ST FL 26 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $18,535 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NEUBERGER | $2,486,869 | $5,717,538 |
| CITI CUSTODY | $30,071,312 | $139,463,797 |
| LUMINAR TECHNOLOGIES, INC. | $143,216 | $143,216 |
| JP MORGAN | $184,572 | $254,515 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXPLORADOR PANAM HORIZON FUND LP | AT COST | $1,091,257 | $1,091,257 |
| CASDIN VENTURE OPPORTUNITIES FUND LP | FMV | $1,083,410 | $2,321,809 |
| CASDIN PRIVATE GROWTH EQUITY FUND I, LP | FMV | $1,638,033 | $1,465,858 |
| CASDIN PRIVATE GROWTH EQUITY FUND II, LP | FMV | $720,684 | $686,883 |
| ALTA GLOBAL URBANIZATION FUND | FMV | $9,607,663 | $11,399,803 |
| FALFURRIAS | FMV | $1,800,157 | $2,955,487 |
| CASDIN PARTNERS OFFSHORE, LTD | AT COST | $6,620,040 | $6,620,040 |
| FALFURRIAS II | FMV | $514,414 | $959,147 |
| JP MORGAN - GOLD | FMV | $5,545,974 | $14,310,984 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL FEES | $2,436 | $0 | $0 | $0 |
| PORTFOLIO DEDUCTIONS | $489,685 | $489,685 | $0 | $0 |
| DUES | $4,549 | $0 | $0 | $0 |
| INSURANCE | $6,921 | $0 | $0 | $0 |
| OFFICE EXPENSE | $4,303 | $0 | $0 | $0 |
| PROGRAM EXPENSE | $16,069 | $0 | $0 | $0 |
| INVESTMENT EXPENSES | $131,967 | $131,967 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION | Desc |
| Amt | $21,434,878 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD LIABILITY | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $17 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $119,348 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $14,725 | $0 | $0 | $0 |
| EXCISE TAXES | $539,424 | $0 | $0 | $0 |
| STATE TAXES/REGISTRATIONS | $1,750 | $0 | $0 | $0 |
| FOREIGN TAXES | $33,185 | $33,185 | $0 | $0 |
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