RITA ALLEN FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
RITA ALLEN FOUNDATION (EIN 13-6116429)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-01
IRS object ID
202413069349100331
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-01T11:58:24-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN873231666PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line120 COMMERCE DRIVE SUITE 301AddressLine1Txt
CityCRANFORDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP070163618ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136116429EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RITA ALLEN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRITABusinessNameControlTxt
Phone6096838010PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 116AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP085421116ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH CHRISTOPHERSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6096838010PhoneNum
Signature2024-10-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT BROWNPreparerPersonNm
PTINP02104034PTIN
Phone9082726200PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$189,867,123FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$815,261InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$815,261InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,991,601DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,518,402DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,166,669NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$35,081,421GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,433,668CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$366,995OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$387,170OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$8,340,526TotalRevAndExpnssAmt
Total Net Invst Incm$9,154,501TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$930,666CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$930,666CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$592,378OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$592,378OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$412,618PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$412,618PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,475LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,475LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$74,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$74,500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$943,210OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,022,991OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$21,730OtherProfFeesDsbrsChrtblAmt
Interest Net Invst Incm$20,666InterestNetInvstIncmAmt
Taxes Rev And Expnss$70,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$44,109TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$119,695OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$119,695OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$56,130TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$56,130TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$1,211PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$1,211PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$599,213OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$342,135OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$595,963OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,802,096TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,429,901TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,807,366TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,760,118ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,760,118ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,562,214TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,429,901TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,567,484TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,221,688ExcessRevenueOverExpensesAmt
Net Investment Income$7,724,600NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$55,020CashBOYAmt
Cash EOY$67,733CashEOYAmt
Cash EOYFMV$67,733CashEOYFMVAmt
Sav And Temp Cash Invst BOY$7,184,314SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,142,875SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,142,875SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$3,015,930USGovernmentObligationsBOYAmt
US Government Obligations EOY$615,295USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$615,295USGovtObligationsEOYFMVAmt
Corporate Stock BOY$65,376,617CorporateStockBOYAmt
Corporate Stock EOY$74,885,649CorporateStockEOYAmt
Corporate Stock EOYFMV$74,885,649CorporateStockEOYFMVAmt
Other Investments BOY$99,989,383OtherInvestmentsBOYAmt
Other Investments EOY$107,149,518OtherInvestmentsEOYAmt
Other Investments EOYFMV$107,149,518OtherInvestmentsEOYFMVAmt
Other Assets BOY$6,053OtherAssetsBOYAmt
Other Assets EOY$6,053OtherAssetsEOYAmt
Other Assets EOYFMV$6,053OtherAssetsEOYFMVAmt
Total Assets BOY$175,627,317TotalAssetsBOYAmt
Total Assets EOY$189,867,123TotalAssetsEOYAmt
Total Assets EOYFMV$189,867,123TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$171,852,301NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$186,090,255NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$3,775,016DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$3,776,868DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$175,627,317TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$189,867,123TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$175,627,317TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$189,867,123TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$175,627,317TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,221,688ExcessRevenueOverExpensesAmt
Other Increases$16,461,494OtherIncreasesAmt
Subtotal$189,867,123SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$189,867,123TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$26,812,550$23,674,111$3,138,439$3,138,439
ORCHARD LIQUID CREDIT FUNDP$1,250,000$1,255,744-$5,744-$5,744
COLCHIS INCOME FUND, LTD.P$94,612$77,141$17,471$17,471
INDIA ACORN FUND CAYMAN LTDP$866,355$564,965$301,390$301,390
BIRCH GROVE CREDIT STRATEGIES FUND LTDP$1,871,024$1,522,226$348,798$348,798
YORK CREDIT OPPORTUNITIESP$129,534$182,540-$53,006-$53,006
FUNDSMITH EQUITY FUND, L.P.P-$62,865-$62,865
DALTON INVESTMENTS TRUST - SERIES BP-$10,814-$10,814
MGG SF EVERGREEN UNLEVERED FUND LPP$23,230$23,230
NEW GENERATION TURNAROUND FUND (DELAWARE) L.P.P$12,577$12,577
GQG PARTNERS INTERNATIONAL EQUITY FUNDP$114,855$114,855
WARBURG PINCUS PRIVATE EQUITY XII, L.P.P$395,733$395,733
ECHO STREET GOODCO SELECT II LPP$1,610,180$1,610,180
WARBURG PINCUS GLOBAL GROWTH, L.P.P-$13,415-$13,415
WARBURG PINCUS GLOBAL GROWTH (E&P)-2, L.P.P$434$434
THE OVERLOOK PARTNERS FUND, L.P.P-$65,917-$65,917
FORESITE CAPITAL FUND V, LPP$2,726$2,726
FORESITE CAPITAL OPPORTUNITY FUND V, LPP$3,102$3,102
INNOVATION ENDEAVORS IV, LPP-$250-$250
OWLS NEST PARTNERS LONG ONLY FUND, LPP-$325,574-$325,574
MAREN CAPITAL MAREN FUND LPP$1,644$1,644
FORESITE CAPITAL FUND VI, L.P.P$204$204
WARBURG PINCUS PRIVATE EQUITY XII, L.P.P$470$470
FieldValueIRS element (for citing)
Capital Gain Net Income$5,433,668CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$107,372InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$107,372SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$107,372TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$162,964EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$150,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$312,964TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$205,592OverpaymentAmt
Applied To ES Tax$205,592AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.RITAALLEN.ORGWebsiteAddressTxt
Individual With BooksKARI WILLIAMS TREASURERIndividualWithBooksNm
Phone6096838010PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 116AddressLine1Txt
CityPRINCETONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP085421116ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM F GADSDEN
PO BOX 116PRINCETONNJ085421116CHAIRPERSON OF THE BOARD2.00$7,000$0$0
ELIZABETH G CHRISTOPHERSON
PO BOX 116PRINCETONNJ085421116PRESIDENT & CEO40.00$551,285$87,083$0
KARI A WILLIAMS
PO BOX 116PRINCETONNJ085421116FINANCE, TREASURER40.00$175,000$44,161$0
KATHERINE BELYI
PO BOX 116PRINCETONNJ085421116SECRETARY/KNOWLEDGE40.00$185,381$28,777$0
ANDREW K GOLDEN
PO BOX 116PRINCETONNJ085421116DIRECTOR1.00$0$0$0
LANDON Y JONES
PO BOX 116PRINCETONNJ085421116DIRECTOR1.00$0$0$0
RODNEY PRIESTLEY PHD
PO BOX 116PRINCETONNJ085421116DIRECTOR1.00$4,000$0$0
SAMUEL S-H WANG PHD
PO BOX 116PRINCETONNJ085421116DIRECTOR1.00$4,000$0$0
SIVAN HONG
PO BOX 116PRINCETONNJ085421116DIRECTOR1.00$0$0$0
THE HONORABLE THOMAS H KEAN
PO BOX 116PRINCETONNJ085421116DIRECTOR1.00$0$0$0
CARL NATHAN MD
PO BOX 116PRINCETONNJ085421116DIRECTOR1.00$4,000$0$0
DAVID NIRENBERG PHD
PO BOX 116PRINCETONNJ085421116DIRECTOR1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
RANDI CHMIELEWSKI
PO BOX 116PRINCETONNJ085421116STRATEGIC ENGAGEMENT40.00$194,445$39,903$0
JANIE SCURTI
PO BOX 116PRINCETONNJ085421116EXECUTIVE ASSISTANT40.00$94,754$40,119$0
TAMIKA DAVIS
PO BOX 116PRINCETONNJ085421116PROGRAM ADMINISTRATI40.00$79,688$31,989$0
FATU J BADIANE MARKEY
PO BOX 116PRINCETONNJ085421116SCIENCE PROGRAMS40.00$82,990$27,190$0
ELIZABETH FISHER
PO BOX 116PRINCETONNJ085421116COLLABORATION PROJEC40.00$82,676$12,821$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k1OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCd
THE COLONY GROUP LLC
201 WASHINGTON ST 11TH FLBOSTONMA02108INVESTMENT MANAGEMENT$432,727
BROWN ADVISORY MANAGEMENT LLC
901 S BOND STREET SUITE 400BALTIMOREMD21231INVESTMENT MANAGEMENT$251,971
JUNXION STRATEGY (CANADA) INC
CONSULTANT$65,647225 8TH AVE W SUITE 300VANCOUVERBCCA
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DISCOVERY SCIENCE KNOWLEDGE AND FIELD BUILDLING:DISCOVERY SCIENCE KNOWLEDGE AND FIELD BUILDING (EXAMPLES: SCHOLARS VIRTUAL AND IN-PERSON SYMPOSIA, PUBLICATIONS FOR THE FIELD, SCIENCE PHILANTHROPY ALLIANCE, HEALTH RESEARCH ALLIANCE) PAIN RESEARCH KNOWLEDGE AND FIELD BUILDING (EXAMPLES: PAIN SCHOLARS MEETINGS, PAIN RESEARCH FUNDING CALLS, PUBLICATIONS FOR THE FIELD)Description1Txt
Expenses1$104,287Expenses1Amt
Description2CIVIC SCIENCE AND PHILANTHROPY KNOWLEDGE AND FIELD BUILDING:CIVIC SCIENCE KNOWLEDGE AND FIELD BUILDING (EXAMPLES: CIVIC SCIENCE FELLOWS VIRTUAL AND IN-PERSON LABS AND CONVENINGS, PRACTICE AND SCIENCE OF CIVIC SCIENCE ADVISORY COMMITTEE, CIVIC SCIENCE FELLOWS PROGRAM ADMINISTRATION AND PARTNERSHIPS DEVELOPMENT, CIVIC SCIENCE HUB AND RESOURCES, RESEARCH AND PUBLICATIONS FOR THE FIE LD, CIVIC SCIENCE NEWSLETTER, SCIENCE IN SOCIETY FUNDER COLLABORATIVE, OPEN RESEARCH FUNDERS GROUP, TRANSFORMING EVIDENCE NETWORK) OTHER PHILANTHROPY KNOWLEDGE AND FIELD BUILDING (EXAMPLES: FUND FOR SHARED INSIGHT, MEDIA IMPACT FUNDERS, PHILANTHROPY FOR ACTIVE CIVICENGAGEMENT)Description2Txt
Expenses2$919,631Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$174,791,424AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,882,906AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$181,674,330TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$181,674,330AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,725,115CashDeemedCharitableAmt
Net Vl Noncharitable Assets$178,949,215NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,947,461MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,947,461MinimumInvestmentReturnAmt
Tax Based On Investment Income$107,372TaxBasedOnInvestmentIncomeAmt
Total Tax$107,372TotalTaxAmt
Distributable Before Adj$8,840,089DistributableBeforeAdjAmt
Recoveries Qualfied Distri$123RecoveriesQualfiedDistriAmt
Distributable Before Ded$8,840,212DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$8,840,212DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,567,484ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$9,567,484QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,840,212DistributableAsAdjustedAmt
Undistributed Income PY$8,816,364UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$9,567,484QualifyingDistributionsAmt
Applied To Year1$8,816,364AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$751,120AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$8,089,092UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (137 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
AGORA INSTITUTE AT JOHNS HOPKINS UNIVERSITY
3400 N CHARLES STREETBALTIMOREMD21218N/APCCIVIC SCIENCE FELLOW$18,750
AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE
1200 NEW YORK AVENUE NWWASHINGTONDC20005N/APCCATALYST FUND - GENERAL SUPPORT CONTRIBUTION$50,000
AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE
1200 NEW YORK AVENUE NWWASHINGTONDC20005N/APCENABLING SUSTAINED EXCELLENCE IN BRINGING AI EXPERTISE TO THE FEDERAL GOVERNMENT$100,000
AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE
1200 NEW YORK AVENUE NWWASHINGTONDC20005N/APCSCILINE EXPERT MATCHING SERVICE ASSESSMENT$57,500
AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE
1200 NEW YORK AVENUE NWWASHINGTONDC20005N/APCSTEMM OPPORTUNITY ALLIANCE$100,000
AMERICAN PHYSICAL SOCIETY
ONE PHYSICS ELLIPSECOLLEGE PARKMD207403844N/APCCIVIC SCIENCE FELLOW$75,000
AMERICAN SOCIETY FOR MICROBIOLOGY
1752 N ST NWWASHINGTONDC20036N/APCBRAD FENWICK ENDOWMENT FOR THE ADVANCEMENT OF CIVIC SCIENCE$50,000
APLU
1220 L ST NWWASHINGTONDC20005N/APCCIVIC SCIENCE FELLOW$5,000
ASSOCIATION OF SCIENCE-TECHNOLOGY CENTERS (ASTC)
818 CONNECTICUT AVENUE NWWASHINGTONDC20006N/APCASTC SEEDING ACTION CIVIC SCIENCE FELLOW$60,000
ASSOCIATION OF SCIENCE-TECHNOLOGY CENTERS (ASTC)
818 CONNECTICUT AVENUE NWWASHINGTONDC20006N/APCLANDSCAPE OF FEDERAL SCIENCE ENGAGEMENT RESOURCES$60,000
ASSOCIATION OF SCIENCE-TECHNOLOGY CENTERS (ASTC)
818 CONNECTICUT AVENUE NWWASHINGTONDC20006N/APCLANDSCAPE OF FEDERAL SCIENCE ENGAGEMENT RESOURCES$63,635
BOSTON CHILDREN'S HOSPITAL TRUST
401 PARK DRIVEBOSTONMA02215N/APCPROJECT SUPPORT$13,000
BOSTON UNIVERSITY COLLEGE OF COMMUNICATION
1 SILBER WAYBOSTONMA02215N/APCCIVIC SCIENCE FELLOW$73,000
BOSTON UNIVERSITY COLLEGE OF COMMUNICATION
1 SILBER WAYBOSTONMA02215N/APCGENERAL SUPPORT CONTRIBUTION$750
BOSTON UNIVERSITY COLLEGE OF COMMUNICATION
1 SILBER WAYBOSTONMA02215N/APCSCIENCE MISINFORMATION: PREVALENT MISCONCEPTIONS AND EFFECTIVE MITIGATION STRATEGIES$5,000
BRANDEIS UNIVERSITY
415 SOUTH STREET MAILSTOP 110WALTHAMMA02454N/APCWILL-MANDATED GIVING 2023$190,000
BROWN UNIVERSITY
1 PROSPECT STREETPROVIDENCERI029121860N/APC2022 SCHOLAR$100,000
BUCKNELL UNIVERSITY
301 MARKET ST SUITE 2LEWISBURGPA17837N/APCPROJECT SUPPORT$5,000
CALIFORNIA COUNCIL ON SCIENCE AND TECHNOLOGY
1017 L ST 438SACRAMENTOCA95814N/APCGENERAL SUPPORT CONTRIBUTION$3,000
CALIFORNIA INSTITUTE OF TECHNOLOGY
351 ARMS LABORATORYPASADENACA91125N/APC2020 SCHOLAR$100,000
CENTER FOR EFFECTIVE PHILANTHROPY
675 MASSACHUSETTS AVENUE 7TH FLOORCAMBRIDGEMA02139N/APCTHE EFFECTS OF LARGE, UNRESTRICTED GIFTS ON NONPROFITS (YEARS 2 AND 3)$50,000
CENTER FOR EFFECTIVE PHILANTHROPY
675 MASSACHUSETTS AVENUE 7TH FLOORCAMBRIDGEMA02139N/APCELEVATING NONPROFIT VOICES TO HELP INDIVIDUAL AND FOUNDATION DONORS BE MORE EFFECTIVE: A THREE-YEAR RESEARCH EFFORT$50,000
CENTER FOR MEDIA ENGAGEMENT UNIVERSITY OF TEXAS AT AUSTIN
300 W DEAN KEETON A0900AUSTINTX787121069N/APCBEST PRACTICES FOR ETHICS IN SCIENCE PHILANTHROPY$23,952
CIENCIA PUERTO RICO
55 HIGHT LANEHAMDENCT06517N/APCCIENCIA COLAB CIVIC SCIENCE FELLOW$80,000
CIENCIA PUERTO RICO
55 HIGHT LANEHAMDENCT06517N/APCREFLEXIVITY WORKBOOK: A TOOL FOR INCLUSIVE AND EQUITABLE CIVIC SCIENCE AND PUBLIC ENGAGEMENT$25,000
CIENCIA PUERTO RICO (CENTER FOR A NEW ECONOMY INC FISCAL SPONSOR)
AV QUISQUEYASAN JUANPR00919N/APCCIVIC SCIENCE FELLOW$18,698
CITY REPORT INC
85 BROAD STNEW YORKNY10004N/APCGENERAL OPERATING SUPPORT$7,500
CLIMATE CENTRAL
ONE PALMER SQUAREPRINCETONNJ08542N/APCCIVIC SCIENCE FELLOW$120,000
CLIMATE CENTRAL
ONE PALMER SQUAREPRINCETONNJ08542N/APCCIVIC SCIENCE FELLOW$5,000
COLD SPRING HARBOR LABORATORY
ONE BUNGTOWN ROADCOLD SPRING HARBORNY11724N/APC2021 SCHOLAR$100,000
COLUMBIA UNIVERSITY
535 WEST 116TH STREETNEW YORKNY10027N/APC2022 SCHOLAR$100,000
COMMUNITY PARTNERS INTERNATIONAL
580 CALIFORNIA STREETSAN FRANCISCOCA94104N/APCGENERAL OPERATING SUPPORT$10,000
CORNELL UNIVERSITY
OFFICE OF SPONSORED PROGRAMSITHACANY14853N/APCCITIZENS AND TECHNOLOGY LAB CIVIC SCIENCE FELLOW$100,000
COUNCIL FOR THE ADVANCEMENT OF SCIENCE WRITING
PO BOX 910HEDGESVILLEWV25427N/APCTHE CONNECTOR: A ONE-STOP SHOP FOR SCIENCE JOURNALISM AND COMMUNICATION$50,000
COUNCIL OF NEW JERSEY GRANTMAKERS
1977 NORTH OLDEN AVE SUITE 238EWINGNJ08618N/APC2024 MEMBERSHIP GRANT$11,250
COUNCIL ON FOUNDATIONS
1255 23RD ST NW SUITE 200WASHINGTONDC20037N/APC2023 MEMBERSHIP GRANT$9,000
FRANKLIN INSTITUTE
222 NORTH 20TH STREETPHILADELPHIAPA19103N/APCCIVIC SCIENCE FELLOW$120,000
FRED HUTCHINSON CANCER CENTER
1100 FAIRVIEW AVENUE NORTHSEATTLEWA981041024N/APC2019 SCHOLAR$100,000
FRIENDS OF HERRONTOWN WOODS
PO BOX 1325PRINCETONNJ08542N/APCGENERAL OPERATING SUPPORT$5,000
FULBRIGHT US-UK FOUNDATION
3701 SACRAMENTO STREET 4SAN FRANCISCOCA94118N/APCGENERAL SUPPORT CONTRIBUTION$300
GIVEDIRECTLY INC
PO BOX 3221NEW YORKNY10008N/APCPROJECT SUPPORT$15,000
GREEN FARMS ACADEMY
35 BEACHSIDE AVENUEWESTPORTCT06880N/APCPROJECT SUPPORT$10,000
HARVARD MEDICAL SCHOOL
25 SHATTUCK STREETBOSTONMA02115N/APC2022 SCHOLAR$100,000
HARVARD MEDICAL SCHOOL
25 SHATTUCK STREETBOSTONMA02115N/APC2023 SCHOLAR$110,000
HARVARD UNIVERSITY
MASSACHUSETTS HALLCAMBRIDGEMA02138N/APC2020 SCHOLAR$110,000
HEALTHRIGHT INTERNATIONAL
14 E 4TH STREET 3RD FLOORNEW YORKNY10012N/APCGENERAL OPERATING SUPPORT$5,000
HOBE SOUND COMMUNITY CHEST
POST OFFICE BOX 511HOBE SOUNDFL334750511N/APCGENERAL OPERATING SUPPORT$10,000
HOMEFRONT
1880 PRINCETON AVELAWRENCEVILLENJ086484518N/APCGENERAL OPERATING SUPPORT$5,000
HOPEWELL FUND
1201 CONNECTICUT AVE NW SUITE 300WASHINGTONDC20036N/APCSCIENCE IN SOCIETY FUNDER COLLABORATIVE$125,000
HORIZONS NATIONAL
120 POST ROAD WESTWESTPORTCT06880N/APCGENERAL OPERATING SUPPORT$20,000
HOUSING INITIATIVES OF PRINCETON
33 MERCER STREETPRINCETONNJ08540N/APCGENERAL OPERATING SUPPORT$30,000
INSTITUTE FOR ADVANCED STUDY
1 EINSTEIN DRIVEPRINCETONNJ08540N/APCCIVIC SCIENCE FELLOW$100,000
INSTITUTE FOR ADVANCED STUDY
1 EINSTEIN DRIVEPRINCETONNJ08540N/APCIAS SCIENCE JOURNALISM WORKSHOP$15,000
INSTITUTE FOR ADVANCED STUDY
1 EINSTEIN DRIVEPRINCETONNJ08540N/APCGENERAL SUPPORT CONTRIBUTION$10,000
INTERNATIONAL WOMEN'S FORUM
1155 15TH ST NWWASHINGTONDC20005N/APCPROJECT SUPPORT$20,000
MEDIA ALLIANCE (DBA THE SANCTUARY FOR INDEPENDENT MEDIA)
3361 6TH AVENUETROYNY12180N/APCWATER JUSTICE MEDIA: YOUTH SCIENTISTS REPORTING ON WATER CIVICS AND POLLUTION IN TROY, NY$15,000
MEDIA IN NEIGHBORHOODS (MUSIC CONSERVATORY OF WESTCHESTER FISCAL SPONSOR)
1500 CHESTNUT STREETPHILADELPHIAPA19102N/APCMUSIC VETS AND SOUND HEALTH NETWORK PRESENT: A FILM AND MUSICAL HEALING FORUM$15,000
MEMORIAL SLOAN KETTERING
PO BOX 27106NEW YORKNY10087N/APCPROJECT SUPPORT$5,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065N/APC2020 SCHOLAR$100,000
MONTCLAIR STATE UNIVERSITY FOUNDATION
1 NORMAL AVENUEMONTCLAIRNJ07043N/APCCENTER FOR COOPERATIVE MEDIA CIVIC SCIENCE FELLOW$85,000
MONTCLAIR STATE UNIVERSITY FOUNDATION
1 NORMAL AVENUEMONTCLAIRNJ07043N/APCCROSS-FIELD COLLABORATION GRANTS$40,000
MORGRIDGE INSTITUTE FOR RESEARCH
330 NORTH ORCHARD STREETMADISONWI53715N/APCCIVIC SCIENCE FELLOW$90,000
MUCKROCK FOUNDATION INC
263 HUNTINGTON AVEBOSTONMA02115N/APCMAPPING CHICAGOS AIR POLLUTION HOTSPOTS AND FUTURE URBAN AIR QUALITY NETWORKS$15,000
NATIONAL ACADEMY OF SCIENCES
500 FIFTH STREET NWWASHINGTONDC20001N/APCGENERAL SUPPORT CONTRIBUTION$10,000
NATIONAL ACADEMY OF SCIENCES
500 FIFTH STREET NWWASHINGTONDC20001N/APCSTANDING COMMITTEE ON ADVANCING SCIENCE COMMUNICATION$100,000
NATIONAL ACADEMY OF SCIENCES
500 FIFTH STREET NWWASHINGTONDC20001N/APCGENERAL SUPPORT CONTRIBUTION - 2023 CIVIC SCIENCE FELLOWS AND PARTNERS CONVENING$15,000
NATIONAL SCIENCE POLICY NETWORK (MULTIPLIER FISCAL SPONSOR)
548 MARKET STSAN FRANCISCOCA941045401N/APCSCIENCE & POLICY CROSSROADS$15,000
OPEN VALLEJO
490 43RD ST 12OAKLANDCA94609N/APCTHE VALLEJO PEOPLE'S ARCHIVE$15,000
PACE (PHILANTHROPY FOR ACTIVE CIVIC ENGAGEMENT)
1717 RHODE ISLAND AVE NW SUITE 700WASHINGTONDC20036N/APCCIVIC LANGUAGE PERCEPTIONS PROJECT$50,000
PEOPLE & STORIESGENTE Y CUENTOS
295 EGGERTS CROSSING ROADLAWRENCEVILLENJ08648N/APCGENERAL OPERATING SUPPORT$5,000
PHILANTHROPY NEW YORK
1500 BROADWAY 7TH FLOORNEW YORKNY10036N/APC2023 MEMBERSHIP GRANT$450
PIERREPONT SCHOOL
1 SYLVAN RD NWESTPORTCT06880N/APCGENERAL OPERATING SUPPORT$10,000
PLANET DETROIT (MICHIGAN ENVIRONMENTAL COUNCIL FISCAL SPONSOR)
602 W IONIA STLANSINGMI48933N/APCTELLING THE HUMAN STORY OF DETROITS FAILING AIR QUALITY$15,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVENUE 5TH FLCAMBRIDGEMA02138N/APCLOCAL TELEVISION NEWS STUDY$10,000
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVENUE 5TH FLCAMBRIDGEMA02138N/APCCIVIC SCIENCE FELLOW$5,000
PRINCETON PUBLIC LIBRARY FOUNDATION
SANDS LIBRARY BUILDINGPRINCETONNJ08542N/APCGENERAL OPERATING SUPPORT$5,000
PRINCETON THEOLOGICAL SEMINARY
PO BOX 821PRINCETONNJ085420803N/APCGENERAL SUPPORT CONTRIBUTION$10,000
PRINCETON-BLAIRSTOWN CENTER
13 ROSZEL ROADPRINCETONNJ08540N/APCGENERAL OPERATING SUPPORT$25,000
PROPUBLICA
ONE EXCHANGE PLAZANEW YORKNY10006N/APCPROJECT SUPPORT$25,000
RESEARCH FOUNDATION CUNY
85 SAINT NICHOLAS TERRACENEW YORKNY100311264N/APCCUNY ADVANCED SCIENCE RESEARCH CENTER CIVIC SCIENCE FELLOW$120,000
RESEARCHAMERICA
241 18TH ST SOUTHALEXANDRIAVA22202N/APCSETTING A STRATEGIC COURSE FOR CIVIC SCIENCE$100,000
ROCKEFELLER UNIVERSITY
1230 YORK AVENEW YORKNY10065N/APCCENTER FOR CLINICAL AND TRANSLATIONAL SCIENCE CIVIC SCIENCE FELLOW$100,000
ROSALIND FRANKLIN SOCIETY
140 HUGUENOT STREETNEW ROCHELLENY10801N/APCRFS AWARD IN SCIENCE$30,000
RUTGERS CANCER INSTITUTE OF NEW JERSEY (RUTGERS UNIVERSITY FOUNDATION)
120 ALBANY STREETNEW BRUNSWICKNJ08901N/APCPROJECT SUPPORT$5,000
RUTGERS UNIVERSITY FOUNDATION
TOWER TWO-SECOND FLOORNEW BRUNSWICKNJ08901N/APCPROJECT SUPPORT$1,000
RUTGERS UNIVERSITY FOUNDATION
TOWER TWO-SECOND FLOORNEW BRUNSWICKNJ08901N/APCPROJECT SUPPORT$1,000
RUTGERS THE STATE UNIVERSITY OF NEW JERSEY
OFFICE OF RESEARCH AND ECONOMICPISCATAWAYNJ08854N/APC2022 SCHOLAR$110,000DEVELOPMENT
RUTGERS THE STATE UNIVERSITY OF NEW JERSEY
OFFICE OF RESEARCH AND ECONOMICPISCATAWAYNJ08854N/APC2023 SCHOLAR$50,000DEVELOPMENT
RUTGERS THE STATE UNIVERSITY OF NJ ON BEHALF OF EAGLETON INSTITUTE OF POLIT
191 RYDERS LANENEW BRUNSWICKNJ08901N/APCEAGLETON INSTITUTE CIVIC SCIENCE FELLOW$75,000
SALK INSTITUTE FOR BIOLOGICAL STUDIES
PO BOX 85800SAN DIEGOCA92186N/APC2023 SCHOLAR$100,000
SCIENCE COMMUNICATION LAB INC
600 16TH ST N476D 2240SAN FRANCISCOCA94143N/APCSCIENCE COMMUNICATION LAB CIVIC SCIENCE FELLOW$100,000
SCIENCE FRIDAY INITIATIVE
19 W 44TH STREETNEW YORKNY10036N/APCINCREASING ACCESS TO SCIENCE POLICY REPORTING$50,000
SCIENCE PHILANTHROPY ALLIANCE (ROCKEFELLER PHILANTHROPY ADVISORS FISCAL SPO
1259 EL CAMINO REAL UNIT 1100MENLO PARKCA94025N/APCSCIENCE PHILANTHROPY ALLIANCE CIVIC SCIENCE FELLOW$85,000
SCIENCE PHILANTHROPY ALLIANCE (ROCKEFELLER PHILANTHROPY ADVISORS FISCAL SPO
1259 EL CAMINO REAL UNIT 1100MENLO PARKCA94025N/APCCIVIC SCIENCE FELLOW$18,750
SMITHSONIAN GARDENS ARCHIVES OF AMERICAN GARDENS
PO BOX 37012WASHINGTONDC200137012N/APCPROJECT SUPPORT$3,500
SPARC (NEW VENTURE FUND FISCAL SPONSOR)
1201 CONNECTICUT AVE NWWASHINGTONDC20036N/APCOPEN RESEARCH FUNDERS GROUP (ORFG)$50,000
STANFORD UNIVERSITY
OFFICE OF THE PRESIDENTSTANFORDCA94305N/APC2022 SCHOLAR$100,000
STANFORD UNIVERSITY
OFFICE OF THE PRESIDENTSTANFORDCA94305N/APC2021 SCHOLAR$100,000
STANFORD UNIVERSITY
OFFICE OF THE PRESIDENTSTANFORDCA94305N/APC2019 SCHOLAR$100,000
STANFORD UNIVERSITY
OFFICE OF THE PRESIDENTSTANFORDCA94305N/APC2023 SCHOLAR$100,000
STEM NEXT OPPORTUNITY FUND
2305 HISTORIC DECATUR RDSAN DIEGOCA92106N/APCSTEM NEXT OPPORTUNITY FELLOWS NETWORK$50,000
THE ANDREW K DWYER FOUNDATION
108 BASSETT CREEK TRAILHOBE SOUNDFL33455N/APCGENERAL OPERATING SUPPORT$3,500
THE ASPEN INSTITUTE
2300 N STREET NWWASHINGTONDC20037N/APCSIX DEGREES FROM SCIENCE$15,000
THE ASPEN INSTITUTE
2300 N STREET NWWASHINGTONDC20037N/APCASPEN INSTITUTE CIVIC SCIENCE FELLOW - OUR FUTURE IS SCIENCE$5,750
THE CENTER AT WEST PARK
165 W 86TH STNEW YORKNY10024N/APCGENERAL OPERATING SUPPORT$7,500
THE COMMUNICATIONS NETWORK
1717 N NAPER BLVD SUITE 200-20NAPERVILLEIL60563N/APCGENERAL SUPPORT CONTRIBUTION - COMNET23$25,000
THE CURRENT MEDIA INC
313 JEFFERSON STREETLAFAYETTELA70501N/APCLIVING WITH WATER$15,000
THE DAILY PENNSYLVANIAN INC
4015 WALNUT STREETPHILADELPHIAPA191046198N/APCGENERAL OPERATING SUPPORT$3,000
THE FRONTLINE OBSERVER (ARTS CONNECTION OF SAN BERNARDINO COUNTY FISCAL SPO
536 W 11TH STREETSAN BERNARDINOCA92410N/APCCONCRETE JUNGLE - ARE INDUSTRY POLITICAL CONTRIBUTIONS HELPING SHAPE WAREHOUSE GROWTH IN CALIFORNIAS INLAND EMPIRE?$15,000
THE JOHNS HOPKINS UNIVERSITY
JOHNS HOPKINS UNIVERSITYBALTIMOREMD21218N/APC2021 SCHOLAR$110,000
THE KNOWLEDGE HOUSE FELLOWSHIP INC
26 BRUCKNER BLVDBRONXNY10454N/APCCIVIC SCIENCE FELLOW$85,000
THE NANTUCKET PROJECT
PO BOX 568NANTUCKETMA02554N/APCGENERAL SUPPORT CONTRIBUTION$25,000
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY
1608 FOURTH STREET SUITE 220BERKELEYCA947101749N/APCDATA INNOVATION LAB CIVIC SCIENCE FELLOW$70,000
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA ON BEHALF OF ITS LOS ANGELES CA
UCLA CHANCELLLORS OFFICELOS ANGELESCA90095N/APCUCLA CENTER FOR SMART HEALTH CIVIC SCIENCE FELLOW$120,000
THE ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY10065N/APC2021 SCHOLAR$100,000
THE ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY10065N/APC2019 SCHOLAR$100,000
THE ROCKEFELLER UNIVERSITY
1230 YORK AVENUENEW YORKNY10065N/APC2020 SCHOLAR$100,000
THE SALT LAKE TRIBUNE
90 SOUTH 400 WEST SUITE 600SALT LAKE CITYUT84101N/APCWATER DOCUMENTERS$15,000
THE SEEING EYE INC
PO BOX 375MORRISTOWNNJ17963N/APCGENERAL OPERATING SUPPORT$30,000
THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
1 COLLEGE HALLPHILADELPHIAPA19104N/APC2021 SCHOLAR$50,000
TUFTS UNIVERSITY
RESEARCH ADMINISTRATIONBOSTONMA021111817N/APCCIVIC SCIENCE FELLOWSHIP NETWORK SUPPORT$60,000
UNITED JEWISH APPEAL
130 EAST 59TH STREETNEW YORKNY10022N/APCWILL-MANDATED GIVING 2023 - AMIGOUR SHELTERS$95,000
UNITED STATES ASSOCIATION FOR THE STUDY OF PAIN
7 GLADDEN ROADANNAPOLISMD21401N/APCGENERAL SUPPORT CONTRIBUTION$10,000
UNIVERSITY OF CALIFORNIA SAN DIEGO
9500 GILMAN DRIVELA JOLLACA920930934N/APC2019 SCHOLAR$100,000
UNIVERSITY OF MICHIGAN
2074 FLEMING ADMINISTRATIONANN ARBORMI481091340N/APC2019 SCHOLAR$110,000BUILDING
UNIVERSITY OF PITTSBURGH
107 CATHEDRAL OF LEARNINGPITTSBURGHPA15260N/APC2021 SCHOLAR$50,000
UNIVERSITY OF RHODE ISLAND FOUNDATION
79 UPPER COLLEGE ROADKINGSTONRI02881N/APCURI/METCALF INSTITUTE INCLUSIVE SCICOMM SYMPOSIUM$25,000
UNIVERSITY OF WISCONSIN
UNIVERSITY OF WISCONSIN-MADISONMADISONWI53706N/APCNATIONAL ACADEMIES CIVIC SCIENCE FELLOW$283
VANDERBILT UNIVERSITY
CHANCELLORS OFFICENASHVILLETN37212N/APC2023 SCHOLAR$100,000
WATERSHED INSTITUTE
31 TITUS MILL RDPENNINGTONNJ08540N/APCGENERAL OPERATING SUPPORT$5,000
WILLIAMS COLLEGE ALUMNI FUND
75 PARK STWILLIAMSTOWNMA01267N/APCGENERAL OPERATING SUPPORT$50
WITF
4801 LINDLE ROADHARRISBURGPA17111N/APCCLIMATE SOLUTIONS THEATER PRODUCTION$15,000
YALE UNIVERSITY
PO BOX 208229NEW HAVENCT065208229N/APC2020 SCHOLAR$100,000
YALE UNIVERSITY
PO BOX 208229NEW HAVENCT065208229N/APC2021 SCHOLAR$100,000
YALE UNIVERSITY
PO BOX 208229NEW HAVENCT065208229N/APC2023 SCHOLAR$100,000
MCGILL UNIVERSITY
N/APC2023 SCHOLAR$50,000845 SHERBROOKE ST WESTMONTREALQUEBECCAH3A 0G4
UNIVERSITE DE SHERBROOKE - NORTH AMERICAN PAIN SCHOOL
N/APCGENERAL SUPPORT CONTRIBUTION$15,0003775 UNIVERSITY STMONTREALQUEBECCAH3A 2B4
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,760,118TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE
1200 NEW YORK AVENUE NWWASHINGTONDC20005N/APCENABLING SUSTAINED EXCELLENCE IN BRINGING AI EXPERTISE TO THE FEDERAL GOVERNMENT$50,000
AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE
1200 NEW YORK AVENUE NWWASHINGTONDC20005N/APCSTEMM OPPORTUNITY ALLIANCE$100,000
AMERICAN PHYSICAL SOCIETY
ONE PHYSICS ELLIPSECOLLEGE PARKMD207403844N/APCCIVIC SCIENCE FELLOW$50,000
ASSOCIATION OF SCIENCE-TECHNOLOGY CENTERS (ASTC)
818 CONNECTICUT AVENUE NWWASHINGTONDC20006N/APCCIVIC SCIENCE FELLOW$39,700
CIENCIA PUERTO RICO
55 HIGHT LANEHAMDENCT06517N/APCCIVIC SCIENCE FELLOW$87,040
CIENCIA PUERTO RICO
55 HIGHT LANEHAMDENCT06517N/APCLABORATORIO DE CIENCIA COMUNITARIA (CIENCIACOLAB)$50,000
CLIMATE CENTRAL
ONE PALMER SQUAREPRINCETONNJ08542N/APCCIVIC SCIENCE FELLOW$80,000
CORNELL UNIVERSITY
OFFICE OF SPONSORED PROGRAMSITHACANY14853N/APCCITIZENS AND TECHNOLOGY LAB CIVIC SCIENCE FELLOW$78,081
FRANKLIN INSTITUTE
222 NORTH 20TH STREETPHILADELPHIAPA19103N/APCCIVIC SCIENCE FELLOW$80,000
INSTITUTE FOR ADVANCED STUDY
1 EINSTEIN DRIVEPRINCETONNJ08540N/APCCIVIC SCIENCE FELLOW$100,000
MONTCLAIR STATE UNIVERSITY FOUNDATION
1 NORMAL AVENUEMONTCLAIRNJ07043N/APCCENTER FOR COOPERATIVE MEDIA CIVIC SCIENCE FELLOW$57,686
MORGRIDGE INSTITUTE FOR RESEARCH
330 NORTH ORCHARD STREETMADISONWI53715N/APCCIVIC SCIENCE FELLOW$87,559
NATIONAL ACADEMY OF SCIENCES
500 FIFTH STREET NWWASHINGTONDC20001N/APCSTANDING COMMITTEE ON ADVANCING SCIENCE COMMUNICATION$100,000
PACE (PHILANTHROPY FOR ACTIVE CIVIC ENGAGEMENT)
1717 RHODE ISLAND AVE NW SUITE 700WASHINGTONDC20036N/APCCIVIC LANGUAGE PERCEPTIONS PROJECT$25,000
RESEARCH FOUNDATION CUNY OBO ADVANCED SCIENCE RESEARCH CENTER
85 SAINT NICHOLAS TERRACENEW YORKNY100311264N/APCCIVIC SCIENCE FELLOW$80,000
RESEARCHAMERICA
241 18TH ST SOUTHALEXANDRIAVA22202N/APCCIVIC SCIENCE: MICROGRANT, SCIENCE COMMUNICATIONS, AND CONVENINGS$25,000
RESEARCHAMERICA
241 18TH ST SOUTHALEXANDRIAVA22202N/APCSETTING A STRATEGIC COURSE FOR CIVIC SCIENCE$75,000
RICE UNIVERSITY'S BAKER INSTITUTE FOR PUBLIC POLICY
6100 MAIN STREET BAKER HALL MS-40HOUSTONTX77005N/APCCIVIC SCIENCE FELLOW$50,000SUITE 120
ROCKEFELLER UNIVERSITY - CENTER FOR CLINICAL AND TRANSLATIONAL SCIENCE
1230 YORK AVENEW YORKNY10065N/APCCIVIC SCIENCE FELLOW$110,000
ROSALIND FRANKLIN SOCIETY
140 HUGUENOT STREETNEW ROCHELLENY10801N/APCRFS AWARD IN SCIENCE$20,000
RUTGERS THE STATE UNIVERSITY OF J
191 RYDERS LANENEW BRUNSWICKNJ08901N/APCEAGLETON INSTITUTE OF POLITICS CIVIC SCIENCE FELLOW$52,500
SCIENCE COMMUNICATION LAB INC
600 16TH ST N476D 2240SAN FRANCISCOCA94143N/APCCIVIC SCIENCE FELLOW$73,386
SCIENCE FRIDAY INITIATIVE
19 W 44TH STREETNEW YORKNY10036N/APCINCREASING ACCESS TO SCIENCE POLICY REPORTING$50,000
SCIENCE PHILANTHROPY ALLIANCE (ROCKEFELLER PHILANTHROPY ADVISORS FISCAL SPO
1259 EL CAMINO REAL UNIT 1100MENLO PARKCA94025N/APCCIVIC SCIENCE FELLOW$65,000
THE KAVLI CENTER FOR ETHICS SCIENCE AND THE PUBLIC VIA THE REGENTS OF THE
1608 FOURTH STREET SUITE 220BERKELEYCA947101749N/APCCIVIC SCIENCE FELLOW$130,000
THE KNOWLEDGE HOUSE FELLOWSHIP INC
26 BRUCKNER BLVDBRONXNY10454N/APCCIVIC SCIENCE FELLOW$65,000
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY
1608 FOURTH STREET SUITE 220BERKELEYCA947101749N/APCDATA INNOVATION LAB CIVIC SCIENCE FELLOW$19,003
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA
UCLA CHANCELLLORS OFFICELOS ANGELESCA90095N/APCUCLA CENTER FOR SMART HEALTH CIVIC SCIENCE FELLOW$80,000
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
202 S 36TH STREETPHILADELPHIAPA19104N/APCANNENBERG PUBLIC POLICY CENTER CIVIC SCIENCE FELLOW$55,575
TUFTS UNIVERSITY
RESEARCH ADMINISTRATIONBOSTONMA021111817N/APCCIVIC SCIENCE FELLOWSHIP NETWORK SUPPORT$30,389
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,965,919TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$815,261ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,991,601ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$366,872ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,166,669ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescGRANT REFUNDSDesc
Exclusion01ExclusionCd
Exclusion$123ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$8,340,526ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,340,526TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FINANCIAL STATEMENT AUDIT AND TAX RETURNS PREPARATION$44,500$0$44,500
BOOKKEEPING$30,000$0$30,000

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (119 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABORATORIES$240,723$240,723
ABBVIE INC$688,687$688,687
ACCENTURE PLC$1,266,434$1,266,434
ADOBE INC$1,018,396$1,018,396
AERCAP HOLDINGS NV$294,827$294,827
AGILENT TECHNOLOGIES INC$532,485$532,485
AIRBNB INC$272,280$272,280
ALIGN TECHNOLOGY INC$553,206$553,206
ALPHABET INC$3,095,778$3,095,778
AMAZON.COM INC$2,542,108$2,542,108
AMERICAN TOWER CORP$513,147$513,147
AMERIPRISE FINANCIAL INC$1,175,194$1,175,194
ANALOG DEVICES INC$1,079,571$1,079,571
APPLE INC$2,824,608$2,824,608
APTIV PLC$149,743$149,743
AUTODESK INC$222,541$222,541
AUTOMATIC DATA PROCESSING INC$721,741$721,741
AVANTOR INC$705,333$705,333
AXALTA COATING SYSTEMS LTD$224,202$224,202
BAKER HUGHES CO$989,511$989,511
BALL CORP$248,141$248,141
BANK OF AMERICA CORP$1,578,820$1,578,820
BAXTER INTERNATIONAL INC$371,136$371,136
BECTON DICKINSON AND CO$156,539$156,539
BERKSHIRE HATHAWAY INC$1,708,752$1,708,752
BEST BUY CO INC$294,411$294,411
BLACKSTONE INC$998,920$998,920
BOOKING HOLDINGS INC$773,294$773,294
BRIGHT HORIZONS FAMILY SOLUTIO$312,123$312,123
CANADIAN NATIONAL RAILWAY CO$405,031$405,031
CARMAX INC$421,763$421,763
CARRIER GLOBAL CORP$354,237$354,237
CARTER'S INC$307,049$307,049
CATALENT INC$124,007$124,007
CHUBB LTD$604,550$604,550
CISCO SYSTEMS INC$470,745$470,745
CLARIVATE PLC$194,969$194,969
COGENT COMMUNICATIONS HOLDINGS$534,474$534,474
COMCAST CORP$560,842$560,842
CORNING INC$374,535$374,535
CUMMINS INC$412,300$412,300
CVS HEALTH CORP$499,264$499,264
DANAHER CORP$273,444$273,444
DEVON ENERGY CORP$154,020$154,020
DOW INC$258,625$258,625
EDWARDS LIFESCIENCES CORP$722,469$722,469
ELANCO ANIMAL HEALTH INC$372,500$372,500
ELEVANCE HEALTH INC$697,437$697,437
ELI LILLY & CO$68,202$68,202
ENTEGRIS INC$264,203$264,203
EQUINIX INC$131,279$131,279
FERGUSON PLC$1,281,985$1,281,985
FIRST CITIZENS BANCSHARES INC$664,078$664,078
FISERV INC$526,578$526,578
GARTNER INC$166,008$166,008
GENERAL ELECTRIC CO$449,768$449,768
GENERAL MOTORS CO$219,112$219,112
GILEAD SCIENCES INC$376,697$376,697
GRAPHIC PACKAGING HOLDING CO$372,215$372,215
HANNON ARMSTRONG SUSTAINABLE I$195,404$195,404
HOME DEPOT INC/THE$592,601$592,601
INFINERA CORP$111,606$111,606
INTERNATIONAL FLAVORS & FRAGRA$121,455$121,455
INTUIT INC$1,063,176$1,063,176
IQVIA HOLDINGS INC$233,925$233,925
JPMORGAN CHASE & CO$642,638$642,638
KENVUE INC$206,817$206,817
KINDER MORGAN INC$416,816$416,816
KKR & CO INC$1,387,489$1,387,489
LINDE PLC$772,956$772,956
LIONS GATE ENTERTAINMENT CORP$371,935$371,935
LIVENT CORP$107,880$107,880
LOWE'S COS INC$826,551$826,551
MARTIN MARIETTA MATERIALS INC$227,004$227,004
MASTERCARD INC$1,981,139$1,981,139
MCDONALD'S CORP$680,194$680,194
MEDTRONIC PLC$420,715$420,715
MERCK & CO INC$1,181,886$1,181,886
META PLATFORMS INC$1,326,642$1,326,642
MICRON TECHNOLOGY INC$377,630$377,630
MICROSOFT CORP$5,167,166$5,167,166
MOHAWK INDUSTRIES INC$307,395$307,395
NETFLIX INC$730,320$730,320
NIKE INC$121,381$121,381
NOMAD FOODS LTD$414,936$414,936
NOVARTIS AG$517,067$517,067
NOVO NORDISK A/S ADR$148,451$148,451
OTIS WORLDWIDE CORP$279,325$279,325
PALO ALTO NETWORKS INC$149,504$149,504
PAYPAL HOLDINGS INC$472,304$472,304
PINTEREST INC$310,469$310,469
PROCTER & GAMBLE CO/THE$601,986$601,986
PROGRESSIVE CORP/THE$681,400$681,400
REGIONS FINANCIAL CORP$94,962$94,962
SALESFORCE INC$369,449$369,449
SBA COMMUNICATIONS CORP$413,768$413,768
SENSATA TECHNOLOGIES HOLDING P$371,943$371,943
SERVICENOW INC$501,608$501,608
SHERWIN-WILLIAMS CO/THE$265,427$265,427
SS&C TECHNOLOGIES HOLDINGS INC$372,771$372,771
SUNCOR ENERGY INC$616,994$616,994
TAIWAN SEMICONDUCTOR MANUFACTU$783,224$783,224
TARGET CORP$441,644$441,644
THERMO FISHER SCIENTIFIC INC$186,838$186,838
TJX COS INC/THE$526,837$526,837
T-MOBILE US INC$1,092,168$1,092,168
TOPGOLF CALLAWAY BRANDS CORP$332,688$332,688
TRUIST FINANCIAL CORP$396,890$396,890
UBER TECHNOLOGIES INC$389,369$389,369
UNILEVER PLC$475,540$475,540
UNITED PARCEL SERVICE INC$456,910$456,910
UNITED RENTALS INC$748,887$748,887
UNITEDHEALTH GROUP INC$1,958,995$1,958,995
URBAN OUTFITTERS INC$85,656$85,656
VISA INC$2,014,068$2,014,068
WALT DISNEY CO/THE$300,214$300,214
WORKDAY INC$164,808$164,808
ZIMMER BIOMET HOLDINGS INC$376,053$376,053
ZOETIS INC$184,738$184,738

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$615,295USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$615,295USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (56 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ARGYLEFMV$2,378,781$2,378,781
BOND CAPITAL FUND LPFMV$1,375,898$1,375,898
BOND II, LPFMV$867,610$867,610
BOND III, LPFMV$157,910$157,910
COLCHISFMV$266$266
COLCHIS INCOME FUND LTDFMV$318,904$318,904
DALTON INVESTMENTS TRUSTFMV$2,550,405$2,550,405
DG VALUE PARTNERS II OFFSHORE FUNDFMV$2,854,792$2,854,792
ECHO STREET IIFMV$5,528,626$5,528,626
FHLMC MULTICLASS STRIP 355 300 3.000% 08/15/2047 DD 08/01/17FMV$599,560$599,560
FNMA GTD REMIC P/T 11-127 ZU 3.500% 12/25/2041 DD 11/01/11FMV$1,207,801$1,207,801
FORESITE CAPITAL FUND V LPFMV$146,654$146,654
FORESITE CAPITAL FUND VI LPFMV$491,142$491,142
FORESITE CAPITAL OPP FUND V LPFMV$115,944$115,944
FUNDSMITH EQUITY FUND LP CLASSFMV$4,717,950$4,717,950
GMO RESOURCES FUND-IIIFMV$3,087,938$3,087,938
GNMA GTD REMIC P/T 22-127 QMFMV$475,433$475,433
GNMA GTD REMIC P/T 22-152 CNFMV$436,286$436,286
GNMA GTD REMIC P/T 22-152 DNFMV$553,105$553,105
GNMA GTD REMIC P/T 23-106 LZFMV$269,754$269,754
GNMA GTD REMIC P/T 23-18 AZFMV$513,719$513,719
GNMA GTD REMIC P/T 23-56 KJFMV$193,834$193,834
GNMA GTD REMIC P/T 23-7 ZFMV$456,150$456,150
GNMA GTD REMIC P/T 23-99 ELFMV$366,086$366,086
GNMA GTD REMIC P/T 17-38 ZFMV$575,718$575,718
GNMA GTD REMIC P/T 21-130 SA VAR RT 07/20/2051 DD 07/20/21FMV$16,487$16,487
GNMA GTD REMIC P/T 21-156 CZFMV$252,184$252,184
GNMA GTD REMIC P/T 21-193 QF VAR RT 11/20/2051 DD 11/20/21FMV$844,308$844,308
GNMA GTD REMIC P/T 21-193 TF VAR RT 11/20/2051 DD 11/20/21FMV$1,027,512$1,027,512
GNMA GTD REMIC P/T 21-213 QF VAR RT 12/20/2051 DD 12/20/21FMV$1,132,781$1,132,781
GNMA GTD REMIC P/T 22-10 FH VAR RT 01/20/2052 DD 01/20/22FMV$559,601$559,601
GNMA GTD REMIC P/T 22-12 AF VAR RT 01/20/2052 DD 01/01/22FMV$272,322$272,322
GNMA GTD REMIC P/T 22-139 ZEFMV$127,210$127,210
GQG PARTNERS INTERNATIONALFMV$4,434,389$4,434,389
INDIA ACORN FUND (CAYMAN) LTDFMV$4,332,532$4,332,532
INNOVATION ENDEAVORS IV LPFMV$515,807$515,807
MAINGATE MLP FUND-IFMV$4,288,320$4,288,320
MAREN CAPITALFMV$3,777,379$3,777,379
MGG SF EVERGREEN UNLEVEREDFMV$4,643,778$4,643,778
NEW GENERATION TURNAROUND FUNDFMV$167,880$167,880
NOVALIS LIFESCIENCES INVESTMENTS II, LPFMV$792,711$792,711
NOVALPINA CAPITAL PTNRS I SCSPFMV$767,615$767,615
ORCHARD LIQUID CREDIT FUNDFMV$1,833,459$1,833,459
OVERLOOK PARTNERS FD LPFMV$3,334,003$3,334,003
OWLS NEST PARTNERSFMV$2,514,152$2,514,152
THIRD POINT OFFSHORE FUND LTDFMV$2,533,578$2,533,578
THIRD POINT STRUCTURED CREDIT OPPORTUNITIES OFFSHORE FUND LPFMV$4,535,617$4,535,617
VANGUARD ST TRSY INDXFMV$20,427,603$20,427,603
WARBURG PINCUS GLOBAL GROWTHFMV$2,418,979$2,418,979
WARBURG PINCUS GLOBAL GROWTH 14FMV$579,083$579,083
WARBURG PINCUS PE XII LPFMV$2,067,435$2,067,435
WF ASIAN SMALLER COMPANIESFMV$2,728,914$2,728,914
YORK CREDIT OPPORTUNITIESFMV$305,633$305,633
YORK DIST ASSET IV FD CYM LTDFMV$2,453,382$2,453,382
YORK DISTRESSED ASSET FD IIIFMV$1,994,005$1,994,005
YORK EUROPEAN DISTRESSEDFMV$1,230,593$1,230,593

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGENERAL AND ADMINISTRATIVE LEGAL COUNSELCategoryTxt
Legal Fees$2,475LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,475DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescSECURITY DEPOSITDesc
BOY Book Value$6,053BOYBookValueAmt
EOY Book Value$6,053EOYBookValueAmt
EOYFMV$6,053EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$13,302$0$13,302
OFFICE EXPENSES$5,812$0$5,812
MEMBERSHIPS AND DUES$28,644$0$28,644
ANNUAL REPORT FILING$1,533$0$1,533
SCIENTIFIC ADVISORY HONORARIA$42,000$0$42,000
PAYROLL SERVICE$4,256$0$4,256
GRANT SOFTWARE & WEB SERVICES$52,393$0$52,393
OFFICE FURNITURE AND EQUIPMENT$5,380$0$5,380
PROGRAM/COMMUNICATIONS EXPENSE$41,593$0$41,593
SYMPOSIUMS AND WORKSHOP$13,800$0$13,800
OTHER INVESTMENT EXPENSES THRU SCHEDULE K-1S$0$338,885$0
DIRECT CHARITABLE ACTIVITES$386,494$0$386,494
BANK FEES$3,250$3,250$0
STAFF DEVELOPMENT$756$0$756

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER PARTNERSHIP INCOME$363,654$0$363,654
CLASS ACTION SETTLEMENT$82$82$82
OTHER MISCELLANEOUS INCOME$3,136$3,136$3,136
OTHER INVESTMENT INCOME THROUGH SCHEDULE K-1S$0$383,952$0
GRANT REFUNDS$123$123

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$16,461,494Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT CUSTODIAL, ADVISORY AND MANAGEMENT FEES$921,480$1,022,991$0
OTHER PROFESSIONAL FEES$4,780$0$4,780
IT SERVICES$13,200$0$13,200
HR AND STAFFING CONSULTANTS$3,750$0$3,750

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$70,000$0$0
FOREIGN TAXES WITHHELD THROUGH SCHEDULE K-1S$0$44,109$0

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