2024-04-22T07:28:12-05:00 2022-12-31 132060851 Owen J Flanagan & Co 445 Hamilton Avenue 11th floor White Plains NY 10601 990PF 2022-01-01 133647019 THE FB HERON FOUNDATION FBHE 4752501020 PO BOX 9438 NEW HAVEN CT 06534 KELLY DONNELLY MANAGING DIRECTOR 4752501020 2024-04-19 1 KELLY DONNELLY 999009999 0 Kevin Sunkel P00706145 2126822783 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 311913606 X X 6071986 6071986 27668580 156973279 27668580 33516 0 33774082 33740566 641491 100126 541418 1704364 266023 1444213 809194 126302 682960 87417 0 64938 42425 6622 65603 2063615 1315626 757750 450000 0 0 83155 27106 50837 489414 203126 281133 6371075 2044931 3888852 29977986 29986986 36349061 2044931 33875838 -2574979 31695635 3172141 2703317 2703317 6666927 8530323 8530323 802887 755916 802887 802887 575285 540898 540898 84725889 87647424 87647424 261539269 171397746 171397746 3516369 5811230 5811230 37231340 18028923 18028923 14640097 16450858 16450858 412823233 311913606 311913606 762704 765045 575000 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PAUL COSTELLO C/O FB HERON FOUNDATION NEW HAVEN CT 06534 DIRECTOR 3.00 0 0 0 DANA K BEZERRA C/O FB HERON FOUNDATION NEW HAVEN CT 06534 PRESIDENT 40.00 377142 70722 0 NHADINE LEUNG C/O FB HERON FOUNDATION NEW HAVEN CT 06534 VICE PRESIDENT/TREASURER 40.00 264349 53012 0 BUZZ SCHMIDT C/O FB HERON FOUNDATION NEW HAVEN CT 06534 CHAIRMAN 4.00 0 0 0 JIM KING C/O FB HERON FOUNDATION NEW HAVEN CT 06534 DIRECTOR 3.00 0 0 0 FELECIA LUCKY C/O FB HERON FOUNDATION NEW HAVEN CT 06534 DIRECTOR 3.00 0 0 0 DAN MC KAY C/O FB HERON FOUNDATION NEW HAVEN CT 06534 DIRECTOR 3.00 0 0 0 GREG WATSON C/O FB HERON FOUNDATION NEW HAVEN CT 06534 DIRECTOR 3.00 0 0 0 DONNA DANIELS C/O FOUNDATION NEW HAVEN CT 06534 VP - INTEGRATED CAPI 40.00 239308 63407 0 BARBARA VANSCOY C/O FOUNDATION NEW HAVEN CT 06534 FIXED INCOME FELLOW 40.00 207740 69681 0 KELLY RYAN C/O FOUNDATION NEW HAVEN CT 06534 FELLOW 40.00 207740 54421 0 BRENDAN MAHER C/O FOUNDATION NEW HAVEN CT 06534 VP - INTEGRATED CAPI 40.00 156444 54596 0 ENRIQUE VIRGIL C/O FOUNDATION NEW HAVEN CT 06534 ACCOUNTANT 40.00 152750 34530 0 6 TILT INVESTMENT MANAGEMENT 2212 QUEEN ANNE AVE N SEATTLE WA 98109 INVESTMENT CONSULTING 550898 BOSTON COMMON ASSET MANAGEMENT 200 STATE ST BOSTON MA 02109 INVESTMENT CONSULTING 151992 BBMG HOLDINGS LLC 20 JAY STREET BROOKLYN NY 11201 CONSULTING 145000 APERIO THREE HARBOR DRIVE SAUSALITO CA 94965 INVESTMENT ADVICE 113729 DBL PARTNERS ONE MONTGOMERY STREET SAN FRANCISCO CA 94104 INVESTMENT ADVICE 107882 9 PROVIDING ASSISTANCE TO OTHER CHARITABLE ORGANIZATIONS THROUGH BOARD SERVICE, CONVENING CONFERENCES AND MEETINGS AND PROVIDING DIRECT TECHNICAL ASSISTANCE 100000 NEW HAVEN BANK PRI DEPOSIT 1500000 NEW HAVEN BANK PRI DEPOSIT 1500000 1410761 4410761 340839593 3938872 1337493 346115958 0 0 346115958 5191739 340924219 17046211 17046211 440569 440569 16605642 3000000 19605642 0 19605642 33875838 4410761 38286599 19605642 18020594 0 0 38286599 18020594 0 0 19605642 660363 0 0 660363 0 0 0 0 0 0 0 660363 660363 THE FB HERON FOUNDATION PO BOX 9438 NEW HAVEN CT 06776 4752501020 PLEASE REFER TO THE WEBSITE - WWW.HERON.ORG NONE PER GUIDELINES Aeris Insight Inc 400 Market Street Suite 600 Philadelphia PA 19106 501(c)(3) Public Cha Project-Based 135000 Alex C Dove Foundation Inc 928 Sussex Ct Nekoosa WI 54457 501(c)(3) Public Cha General Support 750 All Corner Farm Inc 53 Currier Pl Cheshire CT 06410 501(c)(3) Public Cha General Support 500 Anai Inc 1120 Meadows Rd Franklin NC 28734 501(c)(3) Public Cha General Support 5000 Appalachian Community Fund Inc 1405 E Magnolia Avenue Knoxville TN 37917 501(c)(3) Public Cha General Support 50000 Association For Glycogen Storage Diseaes 1542 Flammang Dr PMB 1004 Waterloo IA 50702 501(c)(3) Public Cha General Support 2000 Association for Promotion of Jewish Secularism PO Box 130049 Brooklyn NY 11213 501(c)(3) Public Cha General Support 250 BDO FMA LLC 600 Third Ave 3rd floor New York NY 10016 For Profit Project-Based 50000 Beth-El Center 90 New Haven Ave Milford CT 06460 501(c)(3) Public Cha General Support 400 Black Belt Community Foundation Inc PO Box 2020 Selma AL 36702 501(c)(3) Public Cha General Support 150000 Black Belt Community Foundation Inc PO Box 2020 Selma AL 36702 501(c)(3) Public Cha General Support 5000000 Black Belt Community Foundation Inc PO Box 2020 Selma AL 36702 501(c)(3) Public Cha General Support 10000 Black Farmer Fund Inc 228 Park Avenue South 38732 New York NY 10003 501(c)(3) Public Cha General Support 500 Boston Critic Inc PO Box 390568 Cambridge MA 02139 501(c)(3) Public Cha General Support 250 Brooklyn Animal Action Inc 123 Seventh Avenue Box 249 Brooklyn NY 11215 501(c)(3) Public Cha General Support 500 Brooklyn Prospect Charter School 355 Bridge St Brooklyn NY 11201 501(c)(3) Public Cha General Support 500 Byp100 Education Fund PO Box 15254 Chicago IL 60615 501(c)(3) Public Cha General Support 125 Calumet Theatre Company 340 Sixth St Calumet MI 49913 501(c)(3) Public Cha General Support 100 Calumet Theatre Company 340 Sixth St Calumet MI 49913 501(c)(3) Public Cha General Support 100 Capital Impact Partners 1400 Crystal Drive Suite 500 Arlington VA 22202 501(c)(3) Public Cha Enterprise Capital 3000000 CDP North America Inc 127 West 26th Street Suite 300 New York NY 10001 501(c)(3) Public Cha General Support 2000 Center for Rural Strategies Inc 46 East Main Street Whitesburg KY 41858 501(c)(3) Public Cha General Support 100 Children's Center of New Milford Inc 11 A Aspetuck Avenue New Milford CT 06776 501(c)(3) Public Cha General Support 1000 Church of the Resurrection PO Box 206 Little Switzerland NC 28749 501(c)(3) Public Cha General Support 1000 Church of the Resurrection PO Box 206 Little Switzerland NC 28749 501(c)(3) Public Cha General Support 600 City Seed Inc 817 Grand Avenue No 101 New Haven CT 06511 501(c)(3) Public Cha General Support 500 Committee Encouraging Corporate Philanthropy 85 Broad Street 27th Floor New York NY 10004 501(c)(3) Public Cha General Support 150000 Communities Unlimited Inc 3 East Colt Square Drive Fayetteville AR 72703 501(c)(3) Public Cha General Support 150000 Community Development Corporation of Brownsville Inc 901 East Levee Street Brownsville TX 78520 501(c)(3) Public Cha General Support 150000 Community Food Bank of New Jersey Inc 31 Evans Terminal Hillside NJ 07205 501(c)(3) Public Cha General Support 2000 Confluence Philanthropy 54 W 40th St - Ste 1129 New York NY 10018 501(c)(3) Public Cha Membership 7500 Connecticut Farmland Trust Inc 77 Buckingham Street 3rd Floor Hartford CT 06106 501(c)(3) Public Cha General Support 500 Connecticut River Watershed Council 15 Bank Row Greenfield MA 01301 501(c)(3) Public Cha General Support 103 Cypress Hills Local Development Corporation Inc 625 Jamaica Avenue Brooklyn NY 11208 501(c)(3) Public Cha General Support 500 Delbarton School 230 Mendham Road Morristown NJ 07960 501(c)(3) Public Cha General Support 1000 Diakonos Solutions Corporation 423 Orchard Pass Ave Ponte Vedra FL 32081 501(c)(3) Public Cha General Support 2000 Diakonos Solutions Corporation 423 Orchard Pass Ave Ponte Vedra FL 32081 501(c)(3) Public Cha General Support 5000 Diakonos Solutions Corporation 423 Orchard Pass Ave Ponte Vedra FL 32081 501(c)(3) Public Cha General Support 4000 Environmental Working Group 1250 I Street NW Ste 1000 Washington DC 20005 501(c)(3) Public Cha General Support 500 Equal Justice Initiative 122 Commerce St Montgomery AL 36104 501(c)(3) Public Cha General Support 500 Everytown for Gun Safety Support Fund PO Box 3886 New York NY 10163 501(c)(3) Public Cha General Support 500 Faith in the Valley 2027 E Harding Way Stockton CA 95205 501(c)(3) Public Cha General Support 50000 Federation of Appalachian Housing Enterprises Inc 319 Oak Street Berea KY 40403 501(c)(3) Public Cha General Support 150000 Federation of Appalachian Housing Enterprises Inc 319 Oak Street Berea KY 40403 501(c)(3) Public Cha Project Support 12000000 Federation of Appalachian Housing Enterprises Inc 319 Oak Street Berea KY 40403 501(c)(3) Public Cha Project Support 30000 First Nations Oweesta Corporation 2432 Main Street 1st Floor Longmont CO 80501 501(c)(3) Public Cha General Support 150000 Foundation for Louisiana 4354 S Sherwood Forest Blvd Suite 200 Baton Rouge LA 70816 501(c)(3) Public Cha General Support 150000 Foundation for Louisiana 4354 S Sherwood Forest Blvd Suite 200 Baton Rouge LA 70816 501(c)(3) Public Cha Project-Based 165000 Four Directions Development Corporation 20 Godfrey Drive Orono ME 04473 501(c)(3) Public Cha General Support 27000 Fresno Community Development Financial Institution 1920 Mariposa Mall Suite 111 Fresno CA 93721 501(c)(3) Public Cha General Support 100000 Fresno Metropolitan Ministry 3845 North Clark Street Suite 101 Fresno CA 93726 501(c)(3) Public Cha General Support 70000 Frost Valley YMCA 2000 Frost Valley Road Claryville NY 12725 501(c)(3) Public Cha General Support 2000 Girl Scouts of the USA 420 Fifth Avenue New York NY 10018 501(c)(3) Public Cha General Support 1000 Global Impact Investing Network One Battery Park Plaza - 2nd Floor New York NY 10004 501(c)(3) Public Cha Membership 10000 Good Jobs First 1380 Monroe St NW PMB 405 Washington DC 20010 501(c)(3) Public Cha General Support 50000 Green Bridge Growers 61591 Bremen Highway Mishiwaka IN 46544 501(c)(3) Public Cha General Support 2000 Guilford Free Public Library Asso Inc 67 Park Street Guilford CT 06437 501(c)(3) Public Cha General Support 2000 Gulf of Maine Research Institute 350 Commercial St Portland ME 04101 501(c)(3) Public Cha General Support 2500 Hope Autism Foundation 5 Lyons Mall Box 122 Basking Ridge NJ 07920 501(c)(3) Public Cha General Support 2000 Hope Enterprise Corporation 4 Old River Place Jackson MS 39202 501(c)(3) Public Cha General Support 150000 Inspirica Inc 141 Franklin St Stamford CT 06901 501(c)(3) Public Cha General Support 375 Integrated Refugee and Immigrant Services Inc 235 Nicoll Street 2nd Floor New Haven CT 06511 501(c)(3) Public Cha General Support 1000 Joyce Theater Foundation Inc 175 Eighth Avenue New York NY 10011 501(c)(3) Public Cha General Support 1000 Keweenaw Community Forest Company PO Box 300 Mohawk MI 49950 501(c)(3) Public Cha General Support 104 Keweenaw Community Foundation 236 Quincy St Hancock MI 49930 501(c)(3) Public Cha General Support 1000 KIPP Team and Family Schools Inc 60 PARK PL STE 802 Newark NJ 07102 501(c)(3) Public Cha General Support 1000 Lambda Legal Defense and Education Fund Inc 120 Wall Street 19th Fl New York NY 10005 501(c)(3) Public Cha General Support 1000 Laurel House Inc 1616 Washington Blvd Stamford CT 06902 501(c)(3) Public Cha General Support 350 Lawyers' Committee for Civil Rights Under Law 1500 K Street NW Suite 900 Washington DC 200052124 501(c)(3) Public Cha General Support 250 Leadership Counsel for Justice and Accountability 2210 San Joaquin Street Fresno CA 93721 501(c)(3) Public Cha General Support 100000 League of Women Voters Education Fund 1233 20th Street NW 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Portland ME 04101 501(c)(3) Public Cha General Support 1500 Make the Road New York 301 Grove Street Brooklyn NY 11237 501(c)(3) Public Cha General Support 500 Marquette Community Foundation PO Box 37 Marquette MI 49855 501(c)(3) Public Cha General Support 5500 Marquette Community Foundation PO Box 37 Marquette MI 49855 501(c)(3) Public Cha General Support 500 Massachusetts Association of Community Development Corporations 44 School Street Suite 800 Boston MA 02108 501(c)(3) Public Cha General Support 2500 Metro IAF Inc c/o First Presbyterian Church Jamaica NY 11432 501(c)(3) Public Cha General Support 60000 Milken Institute 1250 Fourth Street Santa Monica CA 90401 501(c)(3) Public Cha Project-Based 145000 Mission Investors Exchange 105 W 86th Street 358 New York NY 10024 501(c)(3) Public Cha Membership 50000 Mission Investors Exchange 105 W 86th Street 358 New York NY 10024 501(c)(3) Public Cha General Support 25000 Network Impact Inc 25 Sigourney Street Boston MA 02130 For Profit Project-Based 150000 New Economy Project 121 West 27 Street Suite 804 New York NY 10001 501(c)(3) Public Cha General Support 500 New Milford Barracudas Parents Association Inc PO Box 2196 New Milford CT 06776 501(c)(3) Public Cha General Support 104 New Milford Barracudas Parents Association Inc PO Box 2196 New Milford CT 06776 501(c)(3) Public Cha General Support 5000 New Milford Economic Development Corporation PO Box 387 New Milford CT 06776 501(c)(3) Public Cha General Support 5000 New Sun Rising PO Box 58005 Millvale PA 15209 501(c)(3) Public Cha General Support 100000 New Sun Rising PO Box 58005 Millvale PA 15209 501(c)(3) Public Cha Project-Based 20000 Next City Inc PO Box 22449 Philadelphia PA 19110 501(c)(3) Public Cha General Support 50000 Ocean Arks International Inc 10 Shanks Pond Road Falmouth MA 02540 501(c)(3) Public Cha General Support 5000 Open Possibilities dba Possibility Labs 1410 Franklin Street Num 135 San Francisco CA 941090000 501(c)(3) Public Cha Project-Based 136250 Open Possibilities dba Possibility Labs 1410 Franklin Street Num 135 San Francisco CA 941090000 501(c)(3) Public Cha Project-Based 4160000 Open Possibilities dba Possibility Labs 1410 Franklin Street Num 135 San Francisco CA 941090000 501(c)(3) Public Cha Project-Based 1030000 OutRight Action International Corp 216 East 45th Street 17th Floor New York NY 10017 501(c)(3) Public Cha General Support 1000 Parent Teacher Assn of Bard High School Early College- Queens Inc 30-20 Thomson Ave 6th Floor Queens NY 11101 501(c)(3) Public Cha General Support 1000 Pauli Murray Center for History and Social Justice PO Box 541 Durham NC 27702 501(c)(3) Public Cha General Support 125 Philadelphia Clef Club of Jazz & Performing Arts Inc PO Box 752 Glenside PA 19038 501(c)(3) Public Cha General Support 1000 Planned Parenthood of Michigan PO Box 3673 Ann Arbor MI 48104 501(c)(3) Public Cha General Support 100 PolicyLink 1438 Webster Street Suite 303 Oakland CA 94612 501(c)(3) Public Cha General Support 75000 Portage Health Foundation 400 Quincy Street PO Box 299 Hancock MI 49930 501(c)(3) Public Cha General Support 100 Portage Health Foundation 400 Quincy Street PO Box 299 Hancock MI 49930 501(c)(3) Public Cha General Support 2000 Portland Stage Company Inc 25 Forest Ave Portland ME 04104 501(c)(3) Public Cha General Support 2000 Portland Stage Company Inc 25 Forest Ave Portland ME 04104 501(c)(3) Public Cha General Support 10000 Preble Street 38 Preble Street Portland ME 04101 501(c)(3) Public Cha General Support 1500 Preble Street 38 Preble Street Portland ME 04101 501(c)(3) Public Cha General Support 8500 Public Schools of Calumet Laurium & Keweenaw Foundation 57070 Mine St Calumet MI 49913 501(c)(3) Public Cha General Support 200 Public Schools of Calumet Laurium & Keweenaw Foundation 57070 Mine St Calumet MI 49913 501(c)(3) Public Cha General Support 100 QueerArt Inc 140 2nd Ave 501 New York NY 10003 501(c)(3) Public Cha General Support 1000 Rape Crisis Center of Milford 70 West River Street Milford CT 06460 501(c)(3) Public Cha General Support 400 Red Hook Initiative Inc 767 Hicks Street Brooklyn NY 11231 501(c)(3) Public Cha General Support 4000 Red Hook Playgroup 295 Columbia Street Brooklyn NY 11231 501(c)(3) Public Cha General Support 2000 Remineralize the Earth Inc 152 South Street Northampton MA 01060 501(c)(3) Public Cha General Support 2500 Rural Community Assistance Corporation 3120 Freeboard Drive Suite 201 West Sacramento CA 95691 501(c)(3) Public Cha General Support 150000 Saint Joseph Parenting Center 90 Fairfield Avenue Yerwood Center Stamford CT 06902 501(c)(3) Public Cha General Support 275 Sandy Hook Promise Foundation PO Box 3489 Newtown CT 06470 501(c)(3) Public Cha General Support 500 Save the Children Federation Inc 501 Kings Highway East Suite 400 Fairfield CT 06825 501(c)(3) Public Cha General Support 1000 Save the Sound 900 Chapel St New Haven CT 06510 501(c)(3) Public Cha General Support 500 Schumacher Center for a New Economics 140 Jug End Road Great Barrington MA 01230 501(c)(3) Public Cha Project-Based 25000 Seeds of Solidarity Education Center Inc 165 Chestnut Hill Road Orange MA 013641708 501(c)(3) Public Cha General Support 5000 Self-Help Enterprises P O Box 6520 Visalia CA 932906520 501(c)(3) Public Cha General Support 150000 Southern Partners Fund Inc 1 Baltimore Place NW Suite 150 Atlanta GA 30308 501(c)(3) Public Cha General Support 75000 Springboard To Opportunities 3000 Old Canton Rd Suite 470 Jackson MS 39216 501(c)(3) Public Cha General Support 150000 St Josephs Social Service Center 118 Division St Elizabeth NJ 07201 501(c)(3) Public Cha General Support 5000 St Judes Children's Research Hospital 501 St Jude Place Memphis TN 38105 501(c)(3) Public Cha General Support 700 St Louis University High School 4970 Oakland Avenue St Louis MO 63110 501(c)(3) Public Cha General Support 500 Stamford Spartans Youth Football 105 Harbor Dr Apt 117 Stamford CT 06902 501(c)(3) Public Cha General Support 500 Stamford Spartans Youth Football 105 Harbor Dr Apt 117 Stamford CT 06902 501(c)(3) Public Cha General Support 1000 Stamford Spartans Youth Football 105 Harbor Dr Apt 117 Stamford CT 06902 501(c)(3) Public Cha General Support 2000 State University of Iowa Foundation PO BOX 4550 Iowa City IA 52244 501(c)(3) Public Cha General Support 500 Taller Salud Inc PO Box 524 Loiza PR 00772 501(c)(3) Public Cha General Support 500 The Aspen Institute Inc 2300 N Street NW Suite 700 Washington DC 200371122 501(c)(3) Public Cha General Support 2000 The Campaign Against Hunger Inc 2010 Fulton Street Brooklyn NY 11233 501(c)(3) Public Cha General Support 500 The Center for Michigan Inc 220 W Michigan Ave Ypsilanti MI 48197 501(c)(3) Public Cha General Support 100 The College of St Francis Xavier 30 West 16th Street New York NY 10011 501(c)(3) Public Cha General Support 5000 The Genesis Fund 22 Lincoln Street Brunswick ME 04011 501(c)(3) Public Cha General Support 100000 The Haitian Project Inc PO Box 6891 Providence RI 02940 501(c)(3) Public Cha General Support 2000 The League of Intrapreneurs Ltd c/o Isler Northwest 300 SW 5th Street 2900 Portland OR 97201 501(c)(3) Public Cha General Support 100000 The Sailing Foundation of Barnegat Bay PO Box 1227 Island Heights NJ 08732 501(c)(3) Public Cha General Support 2000 The Shareholder Commons Inc 3911 Concord Pike PO Box 7545 Wilmington DE 19803 501(c)(3) Public Cha General Support 50000 The United States Healthful Food Council Inc 1503 Macdonald Avenue Suite A Richmond CA 94801 501(c)(3) Public Cha General Support 2000 The Urban Institute 500 LEnfant Plaza SW Washington DC 20024 501(c)(3) Public Cha Project-Based 175500 The Vermont Community Foundation 3 Court Street Middlebury VT 05753 501(c)(3) Public Cha Pass-Through 15000 Transform Finance Inc 188 Grand St 2nd Floor New York NY 10013 501(c)(3) Public Cha Project-Based 50000 Tucson Medical Center 5301 E Grant Road Tucson AZ 85712 501(c)(3) Public Cha General Support 10000 U Empower of Maryland Inc 760 Ritchie Hwy Severna Park MD 21146 501(c)(3) Public Cha General Support 500 United Community Centers Inc 613 New Lots Avenue Brooklyn NY 11207 501(c)(3) Public Cha General Support 500 United States Association for UNHCR 1310 L St NW Ste 450 Washington DC 20005 501(c)(3) Public Cha General Support 500 University of Nebraska Board of Regents 151 Prem S Paul Research Center at Whittier School 2200 Vine Street Lincoln NE 68503 501(c)(3) Public Cha Project-Based 150000 Upper Peninsula Firefighters Memorial Museum PO Box 503 Calumet MI 49931 501(c)(3) Public Cha General Support 100 Visual Arts Research & Resource Center Relating To the Caribbean Inc 120 East 125th Street 10035 New York NY 10035 501(c)(3) Public Cha General Support 125 Water Witch Hose Company #2 8 Prospect Hill Road New Milford CT 06776 501(c)(3) Public Cha General Support 1000 Wheda Foundation Inc PO Box 1728 Madison WI 53703 501(c)(3) Public Cha Project-Based 150000 William J Brennan Jr Center for Justice Inc 161 Avenue of the Americas 12th Floor New York NY 10013 501(c)(3) Public Cha General Support 250 Williams College Alumni Relations Development Office 75 Park St Williamstown MA 01267 501(c)(3) Public Cha General Support 2000 World Central Kitchen Inc 200 Massachusetts Ave NW 7th Floor Washington DC 20001 501(c)(3) Public Cha General Support 500 World Central Kitchen Inc 200 Massachusetts Ave NW 7th Floor Washington DC 20001 501(c)(3) Public Cha General Support 5000 World Foundation for Girl Guides and Girl Scouts 420 Fifth Avenue New York NY 10018 501(c)(3) Public Cha General Support 1000 World Wildlife Fund Inc 1250 24th Street NW Washington DC 20037 501(c)(3) Public Cha Project-Based 80000 29986986 Common Future 2323 Broadway Oakland CA 94612 501(c)(3) Public Cha General Support 150000 California Forward 127 University Ave Berkeley CA 94710 501(c)(3) Public Cha Project-Based 75000 The Urban Institute 500 LEnfant Plaza SW Washington DC 20024 501(c)(3) Public Cha Project-Based 175500 Self-Help Enterprises P O Box 6520 Visalia CA 932906520 501(c)(3) Public Cha General Support 150000 Keys 2 Success Inc 1536 Springfield Ave New Providence NJ 07974 501(c)(3) Public Cha General Support 500 Hispanic Catholic Charismatic Center of the Archdiocese of New York 826 E 166th Street Bronx NY 10459 501(c)(3) Public Cha General Support 4500 New York Public Radio 160 Varick Street New York NY 10013 501(c)(3) Public Cha General Support 1000 Columbia Home and School Association 17 Parker Ave Maplewood NJ 07040 501(c)(3) Public Cha General Support 500 Congregation Beit Simchat Torah of New York Inc 130 West 30th St New York NY 10001 501(c)(3) Public Cha General Support 2000 The Gooden Center 191 N El Molino Ave Pasadena CA 91101 501(c)(3) Public Cha General Support 500 Meeting Essential Needs With Dignity Inc PO Box 1304 Maplewood NJ 07040 501(c)(3) Public Cha General Support 2000 Maplewood Middle School Home & School Association 7 Burnett St Maplewood NJ 07040 501(c)(3) Public Cha General Support 500 South OrangeMaplewood Community Coalition on Race 516 Prospect St Maplewood NJ 07040 501(c)(3) Public Cha General Support 2000 South OrangeMaplewood Community Coalition on Race 516 Prospect St Maplewood NJ 07040 501(c)(3) Public Cha General Support 2000 566000 CONTRACT FEE 33516 14 6071986 18 27668580 0 33740566 33516 33774082 1 LICENSING REVENUE FROM US COMMUNITY INVESTING INDEX 0 0 0 0 0 0 0 0 0 0 OUTSOURCED CONTROLLER 0 0 29800 AUDIT 42425 6622 35803 HFCU 1000000 VARIOUS 410761 NETWORK IMPACT INC 25 SIGOURNEY STREET BOSTON MA 02130 2022-03-10 150000 To support the examination of collective agency, networks and reflective learning in community transformation. 150000 NO 3/31/2022, 9/30,2022, 12/31/2022 TRANSFORM FINANCE INC 188 GRAND STREET NEW YORK NY 10013 2022-02-01 50000 To conduct and disseminate research; public education through trainings and convenings; and provide advisory services and implementation support. 50000 NO 6/30/2022, 9/30,2022 LINCOLN INSTITUTE OF LAND POLICY 113 BRATTLE STREET CAMBRIDGE MA 02138 2020-11-02 300000 To help define what a healthy community development ecosystem looks like and to help identify investment opportunities within communities. 300000 NO 3/31/2022,12/31/2022 BDO FMA LLC 600 THIRD AVE 3RD FLOOR NEW YORK NY 10016 2022-04-04 50000 to explore what is necessary for nonprofits to increase their capacity, or to properly capitalize the enterprise, to ensure success in accomplishing their respective missions. In particular, the project will help augment existing datasets with additional data to provide a more holistic perspective on the health of nonprofits providing essential services in their communities. 50000 NO 9/30/2022 CORPORATE ISSUES 5811230 5811230 STOCK INVESTMENTS 157288683 157288683 COMMUNITY INDEX COMMINGLED FUND 14109063 14109063 30986800 30986800 56660624 56660624 MISSION RELATED LIMITED PARTNERSHIPS FMV 18028923 18028923 LEGAL SERVICES 87417 0 64938 PROGRAM RELATED INVESTMENTS 14640097 16450858 16450858 CHANGE IN UNREALIZED APPRECIATION, NET OF DEFERRED TAX 96988579 CUSTODY FEES 93533 93533 0 EQUIPMENT AND EQUIPMENT REPAIR 3180 476 2515 OFFICE 158108 9280 141741 INSURANCE 45523 7105 46072 BANK FEES 3606 0 3606 MARKET DATA 185464 92732 87199 CONTRACT FEE 33516 33516 DEFERRED FEDERAL EXCISE TAX 1568119 228709 INVESTMENT ADVISORY 795135 795135 0 PORTFOLIO MONITORING 300000 150000 225000 HUMAN RESOURCES 42328 0 42328 PROFESSIONAL DEVELOPMENT 1210 0 1210 DESKTOP AND NETWORK SUPPORT 46500 0 46500 MARKETING 181338 0 181338 CONSULTING AND ADVISING 653604 326991 261374 OTHER INVESTMENT 43500 43500 0 During 2022 the Foundation made changes to its portfolio and also changed custodian banks. There were numerous issues with the transfer of assets between custodians. This resulted in a delayed audit. Now that the 2022 audit has been completed, the Foundation can complete and file its 2022 tax return. EXCISE 450000 0 0