2024-09-10T13:07:25-05:00 2023-12-31 221732349 WISS & COMPANY LLP 100 CAMPUS DRIVE FLORHAM PARK NJ 07932 990PF 2023-01-01 273655593 S&P GLOBAL FOUNDATION FKA THE MCGRAW-HILL RESEARCH FOUNDATION S&PG 2124383389 55 WATER STREET NEW YORK NY 10041 CHEN SHULIAN CHERYL PRESIDENT 2124383389 2024-09-09 0 0 DIANA MILLER P01597612 9739949400 2023 2024-08-08 14:25:15Z X 203273221 X 0 X 7382771 7382771 1109882 1153700 -1050 100077802 0 8491603 8536471 0 0 0 5500 0 5500 38265 38265 0 101504 28815 0 21495 0 21400 166764 67080 26900 8786429 8836429 8953193 67080 8863329 -461590 8469391 201423724 9975250 9975250 0 2724006 2777303 0 7341769 7640081 0 2771808 2793641 0 178149301 180086946 201423724 200962134 203273221 0 0 X 0 0 0 0 201423724 200962134 201423724 200962134 201423724 200962134 201423724 -461590 0 200962134 0 200962134 PUBLICLY TRADED SECURITIES P 100077802 100078852 -1050 -1050 -1050 117725 0 117725 0 117725 38301 0 121000 0 159301 X 4580 36996 36996 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 1 0 1 1 WWW.SPGLOBAL.COM/FOUNDATION SHEILA PANTULIANO 2124381265 55 WATER STREET NEW YORK NY 10041 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 ANNETTE O'HANLON 55 WATER STREET NEW YORK NY 10041 CHAIR 10.00 0 0 0 CHEN SHULIAN CHERYL CHERYL CHEN 12 MARINA BOULEVARD SN 018982 PRESIDENT 35.00 0 0 0 GRANT NICHOLSON 15 INVERNESS WAY EAST ENGLEWOOD CO 80112 VICE PRESIDENT 10.00 0 0 0 CHRISTOPHER CRAIG 55 WATER STREET NEW YORK NY 10041 TREASURER 1.00 0 0 0 ALMA MONTANEZ 55 WATER STREET NEW YORK NY 10041 SECRETARY 1.00 0 0 0 KELLY HAMREN-ANDERSON 55 WATER STREET NEW YORK NY 10041 ASSISTANT SECRETARY 1.00 0 0 0 AMANDA SAMUEL 55 WATER STREET NEW YORK NY 10041 DIRECTOR 1.00 0 0 0 CHING ONG 12 MARINA BOULEVARD SN 018982 DIRECTOR 1.00 0 0 0 DIMITRA MANAS 55 WATER STREET NEW YORK NY 10041 DIRECTOR 1.00 0 0 0 EDWARD CHIDSEY ONE FINANCIAL CENTER BOSTON MA 02111 DIRECTOR 1.00 0 0 0 EWOUT STEENBERGEN 55 WATER STREET NEW YORK NY 10041 DIRECTOR 1.00 0 0 0 SWAMY KOCHERLAKOTA 55 WATER STREET NEW YORK NY 10041 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 23965445 176456517 0 200421962 0 0 200421962 3006329 197415633 9870782 9870782 117725 117725 9753057 50000 9803057 0 9803057 8863329 0 8863329 9803057 0 0 1025893 2590217 10174328 14120673 3353425 31264536 8863329 0 0 0 8863329 0 939728 939728 30324808 0 0 0 0 0 0 86165 30238643 2590217 10174328 14120673 3353425 X AKHUWAT USA 21250 HAWTHORNE BLVD TORRANCE CA 90503 NONE PC DONATIONS WERE MADE IN SUPPORT OF EMPLOYEE PROGRAMS AND GRANTS THAT PROMOTE CHARITABLE SUPPORT OF EDUCATIONAL, CIVIC, CULTURAL, ENVIRONMENTAL, HEALTH AND HUMAN SERVICE PROGRAMS. 75000 AMERICAN NATIONAL RED CROSS 430 17TH STREET NW WASHINGTON DC 20006 NONE PC DONATIONS WERE MADE IN SUPPORT OF DISASTER RELIEF. 50000 AMERICAN ONLINE GIVING FOUNDATION 40 EAST MAIN STREET NEWARK DE 19711 NONE PC DONATIONS WERE MADE IN SUPPORT OF EMPLOYEE PROGRAMS AND GRANTS THAT PROMOTE CHARITABLE SUPPORT OF EDUCATIONAL, CIVIC, CULTURAL, ENVIRONMENTAL, HEALTH AND HUMAN SERVICE PROGRAMS. 6940384 BREAKING BARRIERS 71-91 ALDWYCH ALDWYCH HOUSE LONDON UK WC2B4HN NONE NC DONATIONS WERE MADE IN SUPPORT OF EMPLOYEE PROGRAMS AND GRANTS THAT PROMOTE CHARITABLE SUPPORT OF EDUCATIONAL, CIVIC, CULTURAL, ENVIRONMENTAL, HEALTH AND HUMAN SERVICE PROGRAMS. 50000 DIRECT RELIEF 6100 WALLACE BECKNELL ROAD SANTA BARBARA CA 93117 NONE PC DONATIONS WERE MADE IN SUPPORT OF DISASTER RELIEF. 25000 HUMAN RIGHTS WATCH INC 350 5TH AVE FL 34 NEW YORK NY 10118 NONE PC DONATIONS WERE MADE IN SUPPORT OF EMPLOYEE PROGRAMS AND GRANTS THAT PROMOTE CHARITABLE SUPPORT OF EDUCATIONAL, CIVIC, CULTURAL, ENVIRONMENTAL, HEALTH AND HUMAN SERVICE PROGRAMS. 200000 INTERNATIONAL RESCUE COMMITTEE INC 122 EAST 42ND STREET NEW YORK NY 10168 NONE PC DONATIONS WERE MADE IN SUPPORT OF DISASTER RELIEF. 35000 ISRAELI FRIENDS OF MAGEN DAVID ADOM IGAL ALON 60 TEL AVIV IS 6706210 NONE NC DONATIONS WERE MADE IN SUPPORT OF DISASTER RELIEF. 200000 SAVE THE CHILDREN FEDERATION 501 KINGS HIGHWAY EAST FAIRFIELD CT 06825 NONE PC DONATIONS WERE MADE IN SUPPORT OF DISASTER RELIEF. 100000 UNITED KINGDOM ONLINE GIVING FOUNDATION 4 MORE LONDON LONDON UK GL7 6JJ NONE NC DONATIONS WERE MADE IN SUPPORT OF EMPLOYEE PROGRAMS AND GRANTS THAT PROMOTE CHARITABLE SUPPORT OF EDUCATIONAL, CIVIC, CULTURAL, ENVIRONMENTAL, HEALTH AND HUMAN SERVICE PROGRAMS. 1136045 WORLD CENTRAL KITCHEN INC 200 MASSACHUSETTS AVENUE NW WASHINGTON DC 20001 NONE PC DONATIONS WERE MADE IN SUPPORT OF DISASTER RELIEF. 25000 8836429 0 14 7382771 14 1109882 18 -1050 0 8491603 0 8491603 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 5500 0 5500 UNITED KINGDOM ONLINE GIVING FOUNDATION 4 MORE LONDON LONDON UK GL7 6JJ 2023-01-01 1136045 DONATIONS WERE MADE IN SUPPORT OF EMPLOYEE PROGRAMS AND GRANTS THAT PROMOTE CHARITABLE SUPPORT OF EDUCATIONAL, CIVIC, CULTURAL, ENVIRONMENTAL, HEALTH AND HUMAN SERVICE PROGRAMS. 1136045 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. 12/31/23 2023-12-31 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. ISRAELI FRIENDS OF MAGEN DAVID ADOM IGAL ALON 60 TEL AVIV IS 6706210 2023-12-12 200000 DONATIONS WERE MADE IN SUPPORT OF EMPLOYEE PROGRAMS AND GRANTS THAT PROMOTE CHARITABLE SUPPORT OF EDUCATIONAL, CIVIC, CULTURAL, ENVIRONMENTAL, HEALTH AND HUMAN SERVICE PROGRAMS. 200000 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. 12/31/23 2023-12-12 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. BREAKING BARRIERS 71-91 ALDWYCH ALDWYCH HOUSE LONDON UK WC2B 4HN 2022-12-30 50000 GENERAL GRANT TO SUPPORT EDUCATIONAL, CIVIC, CULTURAL, ENVIRONMENTAL, HEALTH AND HUMAN SERVICE PROGRAMS 50000 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. 12/31/23 2023-01-11 THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. AMGEN INC COUPON RATE 2.450%; MATURES 02/21/2030 75232 76134 ASTRAZENECA PLC COUPON RATE 1.375%; MATURES 08/06/2030 126418 127531 AT&T INC COUPON RATE 1.700%; MATURES 03/25/2026 144809 145723 AT&T INC COUPON RATE 2.250%; MATURES 02/01/2032 46202 46798 BANK OF AMERICA CORP FXD TO 032026 COUPON RATE 1.658%; MATURES 03/11/2027 149685 150734 BANK OF AMERICA CORP FXD TO 102025 COUPON RATE 1.197%; MATURES 10/24/2026 150182 150851 BLACKROCK INC COUPON RATE 1.900%; MATURES 01/28/2031 96168 97208 BP CAPITAL MARKETS AMERICA INC COUPON RATE 3.588%; MATURES 04/14/2027 92490 93006 BP CAPITAL MARKETS PLC COUPON RATE 3.279%; MATURES 09/19/2027 174135 175879 CITIGROUP INC FXD TO 062026 COUPON RATE 1.462%; MATURES 06/09/2027 200205 200656 CITIGROUP INC FXD TO 112031 COUPON RATE 2.520%; MATURES 11/03/2032 70513 70472 EQUINOR ASA COUPON RATE 2.375%; MATURES 05/22/2030 135329 136431 EQUINOR ASA COUPON RATE 3.125%; MATURES 04/06/2030 53354 54124 GOLDMAN SACHS GROUP INC/THE FX D TO 032026 COUPON RATE 1.431%; MATURES 03/09 149230 150123 GOLDMAN SACHS GROUP INC/THE FX D TO 072031 COUPON RATE 2.383%; MATURES 07/32 38742 39121 GOLDMAN SACHS GROUP INC/THE FX D TO 102026 COUPON RATE 1.948%; MATURES 10/27 141792 142481 JPMORGAN CHASE & CO FXD TO 042026 COUPON RATE 1.578%; MATURES 04/22/2027 95947 96318 JPMORGAN CHASE & CO FXD TO 092026 COUPON RATE 1.470%; MATURES 09/22/2027 94598 94970 JPMORGAN CHASE & CO FXD TO 112031 COUPON RATE 2.545%; MATURES 11/08/2032 87368 87293 METLIFE INC COUPON RATE 4.550%; MATURES 03/23/2030 152842 155044 ORACLE CORP COUPON RATE 1.650%; MATURES 03/25/2026 106126 106912 ORACLE CORP COUPON RATE 2.950%; MATURES 04/01/2030 50379 50980 SHELL INTERNATIONAL FINANCE BV COUPON RATE 2.750%; MATURES 04/06/2030 190533 192425 US BANCORP FXD TO 012032 COUPON RATE 2.677%; MATURES 01/27/2033 149529 152427 1023 SHARES KERING S A ADR NEW (PPRUY) 45173 45090 1026 SHARES NOVO NORDISK A/S ADR (NVO) 100091 106140 1032 SHARES L OREAL CO ADR (LRLCY) 99420 102749 1069 SHARES NATIONAL GRID PLC SPON ADR (NGG) 72563 72681 1101 SHARES SONY GROUP CORPORATION ADR (SONY) 99219 104254 1167 SHARES NATL BK CDA (NTIOF) 82227 88949 1169 SHARES MAGNA INTERNATIONAL INC (MGA) 62717 69065 1241 SHARES GSK PLC ADR (GSK) 45284 45991 12481 SHARES KINGFISHER PLC SPONS ADR NEW (KGFHY) 72012 77420 1282 SHARES NOVARTIS AG ADR (NVS) 126945 129444 12900 SHARES SVENSKA HANDELSBANKEN AB ADR (SVNLY) 63404 70047 132 SHARES BROADCOM INC (AVGO) 143093 147344 1320 SHARES HEINEKEN NV SPN ADR (HEINY) 63221 67031 1350 SHARES MITSUI FUDOSAN CO LTD ADR (MTSFY) 98861 99340 1390 SHARES WPP PLC SPON NEW ADR (WPP) 62870 66122 1414 SHARES SUN LIFE FINL SVCS CDA INC (SLF) 72990 73330 1500 SHARES BROOKFIELD CORP CL A (BN) 54385 60180 1527 SHARES ASTRAZENECA PLC ADR (AZN) 99377 102843 1743 SHARES ZURICH INSURANCE GRP LTD ADR (ZURVY) 90183 91039 1751 SHARES UTD OVERSEAS BK LTD SPON ADR (UOVEY) 72331 75531 1820 SHARES SAFRAN SA (SAFRY) 81536 80147 1861 SHARES THK CO LTD UNSPONSORED ADR (THKLY) 18033 18247 1867 SHARES TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) 189332 194168 1907 SHARES TOTALENERGIES SE SPONSORED ADS (TTE) 126618 128494 1937 SHARES BNP PARIBAS SP ADR REPSTG (BNPQY) 63073 66962 1965 SHARES AIA GROUP LTD SPON ADR (AAGIY) 63135 68498 19757 SHARES LLOYDS BANKING GROUP PLC (LYG) 45441 47219 2033 SHARES BHP GROUP LIMITED ADR (BHP) 126612 138874 2085 SHARES AKZO NOBEL NV ADR (AKZOY) 54273 57442 2200 SHARES KONINKLIJKE PHIL EL SP ADR NEW (PHG) 45232 51326 2221 SHARES ANZ GROUP HLDGS LTD ADR (ANZGY) 36393 39283 2251 SHARES NESTLE SPON ADR REP REG SHR (NSRGY) 252992 260792 2295 SHARES SANOFI ADR (SNY) 110204 114130 2344 SHARES AIR LIQUIDE ADR (AIQUY) 90773 91205 249 SHARES ASML HOLDING NV NY REG NEW (ASML) 179708 188473 2540 SHARES SIEMENS HEALTHINEERS AG ADR (SMMNY) 72606 73792 2544 SHARES ABB LTD ADR (ABBNY) 107383 112745 255 SHARES ALIBABA GROUP HLDG LTD (BABA) 17954 19765 2660 SHARES SANDVIK AB SPONS ADR (SDVKY) 53838 57568 2771 SHARES SIEMENS AKTIENGESELLSCHAFT (SIEGY) 243150 260064 2819 SHARES SOUTH32 LTD ADR (SOUHY) 27908 32027 283 SHARES ASHTEAD GROUP PLC ADR (ASHTY) 72012 78820 285 SHARES SUZUKI MTR CORP ADR (SZKMY) 45222 48784 2908 SHARES MITSUBISHI ELECTRIC ADR (MIELY) 81468 82468 2937 SHARES KION GROUP AG ADR (KIGRY) 27109 31364 3037 SHARES UNILEVER PLC (NEW) ADS (UL) 144402 147234 3108 SHARES SUMITOMO CORP SPON ADR (SSUMY) 65796 67813 3272 SHARES SAMPO OYJ UNSPON ADR (SAXPY) 72115 71585 3453 SHARES PRYSMIAN S P A MILANO ADR (PRYMY) 71395 78518 3503 SHARES TOKI MARINE HOLDING INS ADR (TKOMY) 90920 87687 3529 SHARES LEGRAND SA (LGRDY) 71978 73368 3554 SHARES BASF SE SP ADR (BASFY) 45425 47876 3557 SHARES ELEKTA B SHS ADR (EKTAY) 27104 29054 3565 SHARES STORA ENSO SP ADR SER R (SEOAY) 45133 49325 3646 SHARES SEVEN & I HLDGS CO LTD ADR (SVNDY) 72168 72348 3761 SHARES ROCHE HOLDINGS ADR (RHHBY) 135751 136261 3771 SHARES COMPASS GROUP PLC SPD ADR (CMPGY) 99804 103163 3794 SHARES MUENCHENER RUECK-UNSPONS ADR (MURGY) 163489 157208 3864 SHARES EQUINOR ASA (EQNR) 117503 122257 427 SHARES OMRON CORP (OMRNY) 17981 19939 430 SHARES TELEPERFORMANCE SA UNSP ADR (TLPFY) 27145 31362 4350 SHARES BAYER AG SPON ADR (BAYRY) 36247 40398 4365 SHARES DENSO CORP LTD ADR (DNZOY) 63860 65855 4392 SHARES VODAFONE GROUP PLC (VOD) 35911 38210 4427 SHARES JULIUS BAER GROUP LTD UN ADR (JBAXY) 45111 49600 447 SHARES DIAGEO PLC SPON ADR NEW (DEO) 63079 65110 4756 SHARES FRESENIUS SE & CO SPN ADR (FSNUY) 36074 36869 4767 SHARES AXA ADS (AXAHY) 153660 155290 486 SHARES MACQUARIE GROUP LIMITED ADR (MQBKY) 55509 60896 493 SHARES NXP SEMICONDUCTORS NV (NXPI) 107805 113232 5095 SHARES DR ING H C F PORSCHE AG ADR (DRPRY) 44556 44530 5206 SHARES DNB ASA ADR (DNBBY) 99451 110726 542 SHARES ESSILORLUXOTTICA ADR (ESLOY) 54398 54364 5512 SHARES NIPPON TELEGRAPH&TELEPHONE ADS (NTTYY) 163015 167923 5540 SHARES MURATA MANUFACTURING CO LTD (MRAAY) 54264 58807 5568 SHARES PANASONIC HOLDING CORP (PCRFY) 54225 55157 6262 SHARES ASTELLAS PHARMA INCADR (ALPMY) 72357 74887 632 SHARES AUTOLIV INC (ALV) 63197 69640 6737 SHARES ENGIE SPONS ADR (ENGIY) 117684 118463 7113 SHARES UMICORE SA ADR (UMICY) 44919 48916 739 SHARES TOYOTA MOTOR CP ADR NEW (TM) 135516 135518 742 SHARES SAP AG (SAP) 117127 114706 7572 SHARES TECHNOPRO HLDGS INC ADR (TCCPY) 36118 39904 8007 SHARES ING GROEP NV ADR (ING) 116995 120265 8280 SHARES RECRUIT HOLDINGS CO. LTD. ADR (RCRUY) 64253 70041 8301 SHARES MITSUBISHI UFJ FINCL GRP ADS (MUFG) 72385 71472 835 SHARES PERSIMMON PLC UNSPONS ADR (PSMMY) 27050 29571 843 SHARES HDFC BANK LTD ADR (HDB) 54593 56574 861 SHARES JOHNSON MATTHEY PUB LTD CO ADR (JMPLY) 36364 37263 872 SHARES TOKYO ELECTRON LTD UNSPON ADR (TOELY) 72433 78104 9525 SHARES ERICSSON LM TEL ADR CL B NEW (ERIC) 53912 60008 996 SHARES SHELL PLC ADR (SHEL) 63221 65537 2724006 2777303 0 0 120858 SHARES ISHARES CORE MSCI INT DEVP MAR (IDEV) AT COST 7458147 7693820 130899 SHARES VANGUARD TOTAL BOND MARKET (BND) AT COST 9463998 9627621 156606.355 SHARES GQG PARTNERS EMRG MKTS EQ INS (GQGIX) AT COST 2488475 2480645 32516 SHARES VANGUARD SHORT-TERM CORPORATE (VCSH) AT COST 2489100 2515764 397019 SHARES FEDERATED HERMES MTG STRATEGY (FMBPX) AT COST 3346870 3386572 398155.999 SHARES DOUBLELINE TOTAL RETURN I (DBLTX) AT COST 3483865 3519699 443930.128 SHARES JPMORGAN MORTGAGE-BACKED SEC I (OMBIX) AT COST 4479255 4514769 50450 SHARES SPDR PORTFOLIO S&P 600 SMALL (SPSM) AT COST 1984703 2127982 50692 SHARES ISHARES CORE MSCI EMERGING (IEMG) AT COST 2483822 2564001 54327 SHARES FEDERATED HERMES CORP BD STRGY (FCSPX) AT COST 542184 548159 57873 SHARES ISHARES 7-10 YR TREASRY BD ETF (IEF) AT COST 5473628 5578378 64357 SHARES SPDR PORTFOLIO S&P 400 MID C (SPMD) AT COST 2979729 3135473 728225 SHARES SPDR PORTFOLIO S&P 500 ETF (SPLG) AT COST 39790214 40707778 8032 SHARES FEDERATED HERMES INTL BD STRGY (FIBPX) AT COST 100400 99276 8743 SHARES FEDERATED HERMES HI YLD STRGY (FHYSX) AT COST 99408 101506 91485503.28 SHARES MSILF GOVERNMENT PTF INST (MVRXX) AT COST 91485503 91485503 MISCELLANEOUS 95 0 0 THIRD PARTY INTERMEDIATE FEES FOR GRANTS 21400 0 21400 BANK FEES 1790 1790 0 INVESTMENT FEES 8159 8159 0 OTHER FEES 28316 28316 0 S&P GLOBAL INC 55 WATER STREET NEW YORK NY 10041 EXCISE TAX 72689 0 0 FOREIGN TAX 28815 28815 0