POSNER-WALLACE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
POSNER-WALLACE FOUNDATION (EIN 52-6037555)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202433199349105283
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)
Return2024-11-14T15:58:02-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526037555EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Posner-Wallace FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlPOSNBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNicholas PosnerPersonNm
Person TitleTreasurerPersonTitleTxt
Phone8008391754PhoneNum
Signature2024-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
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$4,122,031FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7,199InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,199InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$122,747DividendsRevAndExpnssAmt
Dividends Net Invst Incm$122,747DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$163,078NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$438,217GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$168,480CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$13,122OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$12,103OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$306,146TotalRevAndExpnssAmt
Total Net Invst Incm$310,529TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$14,999CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$14,999CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$16,651OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$16,651OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,258TaxesRevAndExpnssAmt
Taxes Net Invst Incm$908TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$8,606TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$8,606TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$327PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$327PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$39,162OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,795OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$29,035OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$83,003TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$26,354TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$52,967TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$283,320ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$283,320ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$366,323TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$26,354TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$336,287TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$60,177ExcessRevenueOverExpensesAmt
Net Investment Income$284,175NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$221,080SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$207,749SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$207,749SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$350,000OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$350,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$350,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$310,000OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$2,748,855CorporateStockBOYAmt
Corporate Stock EOY$2,672,597CorporateStockEOYAmt
Corporate Stock EOYFMV$3,213,632CorporateStockEOYFMVAmt
Other Investments BOY$216,232OtherInvestmentsBOYAmt
Other Investments EOY$245,644OtherInvestmentsEOYAmt
Other Investments EOYFMV$347,650OtherInvestmentsEOYFMVAmt
Other Assets BOY$43,000OtherAssetsBOYAmt
Other Assets EOY$43,000OtherAssetsEOYAmt
Other Assets EOYFMV$43,000OtherAssetsEOYFMVAmt
Total Assets BOY$3,579,167TotalAssetsBOYAmt
Total Assets EOY$3,518,990TotalAssetsEOYAmt
Total Assets EOYFMV$4,122,031TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,579,167RetainedEarningBOYAmt
Retained Earning EOY$3,518,990RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,579,167TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,518,990TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,579,167TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,518,990TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,579,167TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$60,177ExcessRevenueOverExpensesAmt
Subtotal$3,518,990SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,518,990TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly-traded Securities$438,217$271,238$166,979$166,979
Passthrough K1 Capital Gain/(Loss)$1,501
FieldValueIRS element (for citing)
Capital Gain Net Income$168,480CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,950InvestmentIncomeExciseTaxAmt
Subtotal$3,950SubtotalAmt
Tax Based On Investment Income$3,950TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,100EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$4,100TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$150OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$150RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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
Diana Erbsen
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee1.0$0$0$0
Melanie Markwell
Foundation Source 501 Silverside RdWilmingtonDE198091377Associate Trustee1.0$0$0$0
James R Posner
Foundation Source 501 Silverside RdWilmingtonDE198091377Chair Emeritus2.0$3,333$0$0
Nicholas Posner
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee, CFO, TREAS3.0$3,333$0$0
Stephanie Posner
Foundation Source 501 Silverside RdWilmingtonDE198091377Associate Trustee1.0$0$0$0
Jill Prosky
Foundation Source 501 Silverside RdWilmingtonDE198091377Associate Trustee1.0$0$0$0
Andrew C Smith
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee1.0$0$0$0
Rachel C Smith
Foundation Source 501 Silverside RdWilmingtonDE198091377Chair, Pres, TRUSTEE3.0$5,000$0$0
Sarah Smith
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee, Sec1.0$0$0$0
Shelby Lynn Smith
Foundation Source 501 Silverside RdWilmingtonDE198091377Associate Trustee1.0$0$0$0
Robert P Smith II
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee, Sec2.0$3,333$0$0
Robert P Smith III
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,214,587AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$224,305AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$628,214FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,067,106TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,067,106AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$61,007CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,006,099NetVlNoncharitableAssetsAmt
Minimum Investment Return$200,305MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$200,305MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,950TaxBasedOnInvestmentIncomeAmt
Total Tax$3,950TotalTaxAmt
Distributable Before Adj$196,355DistributableBeforeAdjAmt
Distributable Before Ded$196,355DistributableBeforeDedAmt
Distributable As Adjusted$196,355DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$336,287ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$336,287QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$196,355DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$145,170ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$60,271ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$93,854ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$164,176ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$256,640ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$720,111TotalExcessDistributionCyovAmt
Qualifying Distributions$336,287QualifyingDistributionsAmt
Applied To Current Year$196,355AppliedToCurrentYearAmt
Remaining Distri From Corpus$139,932RemainingDistriFromCorpusAmt
Total Corpus$860,043TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$145,170ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$714,873ExcessDistriCyovToNextYrAmt
Excess From Year4$60,271ExcessFromYear4Amt
Excess From Year3$93,854ExcessFromYear3Amt
Excess From Year2$164,176ExcessFromYear2Amt
Excess From Year1$256,640ExcessFromYear1Amt
Excess From Current Year$139,932ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (239 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
360 EATS
3100 TEAL TERSAFETY HARBORFL34695N/APCGeneral & Unrestricted$400
ABRAHAM FUND INITIATIVES
1460 BROADWAYNEW YORKNY10036N/APCeducation programs in the periphery$2,000
ACHILLES INTERNATIONAL INC
315 WEST 39TH ST STE 205NEW YORKNY10018N/APCGeneral & Unrestricted$400
ADAS CAFE
839 NORTHAMPTON DRPALO ALTOCA94303N/APCGeneral & Unrestricted$400
AFTERWORK THEATER INC
1580 AMSTERDAM AVE APT 34NEW YORKNY10031N/APCGeneral & Unrestricted$300
ALLGENERATIONS INC
PO BOX 11113WASHINGTONDC20008N/APCGeneral & Unrestricted$180
ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI
225 N MICHIGAN AVE 17TH FLCHICAGOIL60601N/APCGeneral & Unrestricted$1,000
AMERICAN BAR ASSOCIATION FUND FOR JUSTICE AND EDUC
321 N CLARK STCHICAGOIL60654N/ASO ITax Section Loretta Collins Argrett Fellowship$1,800
AMERICAN BAR ASSOCIATION FUND FOR JUSTICE AND EDUC
321 N CLARK STCHICAGOIL60654N/ASO IABA Tax Section Tax Assistance Public Service Endowment Fund$1,000
AMERICAN HEART ASSOCIATION
426 17TH ST STE 300OAKLANDCA94612N/APCGeneral & Unrestricted$400
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
220 E 42ND ST STE 400NEW YORKNY10017N/APCJDC efforts in Ukraine and related displaced populations$2,500
AMERICAN JEWISH WORLD SERVICE INC
PO BOX 568ETNANH03750N/APCfor the four priority areas outlined in your recent annual report$5,000
AMERICAN NATIONAL RED CROSS
431 18TH ST NWWASHINGTONDC20006N/APCGeneral & Unrestricted$1,000
AMERICARES FOUNDATION INC
88 HAMILTON AVESTAMFORDCT06902N/APCrecovery efforts in Turkey and Syria$2,500
AMERICAS SECOND HARVEST OF TAMPA BAY INC
3624 CAUSEWAY BLVDTAMPAFL33619N/APCGeneral & Unrestricted$1,500
AMNESTY INTERNATIONAL OF THE USA INC
311 43RD ST 7TH FLNEW YORKNY10036N/APCGeneral & Unrestricted$400
ANIMAL HAVEN INC
200 CENTRE STNEW YORKNY10013N/APCGeneral & Unrestricted$400
ANIMAL LEGAL DEFENSE FUND
525 E COTATI AVECOTATICA94931N/APCGeneral & Unrestricted$400
ARIZONA STATE UNIVERSITY FOUNDATIONASU WP CAREY
PO BOX 874611TEMPEAZ85287N/APCThunderbird School of Global Management$1,000
ASHOKA
1000 WILSON BLVD STE 1900ARLINGTONVA22209N/APCAshoka program in Israel and Central America and for general operating support$5,000
ASSOCIATION FOR THE PRESERVATION OF HISTORIC CONGR
1801 E ST SEWASHINGTONDC20003N/APCK-9 Corps$300
AUTISM SPEAKS
1060 STATE RD 1446PRINCETONNJ08540N/APCGeneral & Unrestricted$400
BALLET HISPANICO OF NEW YORK
167 W 89TH STNEW YORKNY10024N/APCGeneral & Unrestricted$1,000
BALLET TECH FOUNDATION INC
890 BROADWAY 8TH FLNEW YORKNY10003N/APCGeneral & Unrestricted$1,000
BARD COLLEGE
PO BOX 5000ANNANDALEONHUDSONNY12504N/APCBard Prison Initiative (BPI), under the leadership of Max Kenner$1,000
BAY AREA RIDGE TRAIL COUNCIL
2247 6TH STBERKELEYCA94710N/APCGeneral & Unrestricted$400
BEADS FOR EDUCATION INC A NON-PROFIT CORPORATION
C/O DEBBY ROONEY PO BOX 784BROOKFIELDCT06804N/APCGeneral & Unrestricted$5,000
BEEBE MEDICAL CENTER INC
424 SAVANNAH RDLEWESDE19958N/APCGeneral & Unrestricted$400
BEND THE ARC-A JEWISH PARTNERSHIP FOR JUSTICE
330 7TH AVE STE 1902NEW YORKNY10001N/APCGeneral & Unrestricted$1,000
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON RDKANABUT84741N/APCGeneral & Unrestricted$360
BETA THETA PI FOUNDATION
5134 BONHAM RDOXFORDOH45056N/APCGeneral & Unrestricted$400
BETHANY BEACH VOLUNTEER FIRE CO INC
PO BOX 950BETHANY BEACHDE19930N/APCGeneral & Unrestricted$400
BILL WILSON CENTER
3490 THE ALAMEDASANTA CLARACA95050N/APCGeneral & Unrestricted$400
BNC ALUMNI ASSOCIATION INC
PO BOX 27041BROOKLYNNY11202N/APCfor MPS students and archive materials about Rev E Muller and for operations of BNC$3,000
BOYS & GIRLS CLUBS OF SOUTHWEST WASHINGTON
5109 NE 82ND AVE STE 205VANCOUVERWA98662N/APCGeneral & Unrestricted$400
BRAIN INJURY ASSOCIATION OF MARYLAND INC
2200 KERNAN DR T810GWYNN OAKMD21207N/APCGeneral & Unrestricted$1,000
BRING CHANGE 2 MIND
155 SANSOME ST STE 530SAN FRANCISCOCA94104N/APCGeneral & Unrestricted$400
BUILDING BRIDGES ACROSS THE RIVER
1901 MS AVE SE STE 101WASHINGTONDC20020N/APCGeneral & Unrestricted$7,500
CAN MATEO COUNTY FIREFIGHTERS FOUNDATION
335 CONVENTION WAY UNIT 5REDWOOD CITYCA94063N/APCGeneral & Unrestricted$400
CANDID
32 OLD SLIP 24TH FLNEW YORKNY10005N/APCGeneral & Unrestricted$2,000
CAPITAL SISTERS INTERNATIONAL INC
227 LAMB LNGOLDENCO80401N/APCGeneral & Unrestricted$500
CATHEDRAL CHURCH OF ST JOHN THE DIVINE
1047 AMSTERDAM AVENEW YORKNY10025N/APCGeneral & Unrestricted$1,000
CDF FIREFIGHTERS BENEVOLENT FOUNDATION
1731 J ST STE 100SACRAMENTOCA95811N/APCGeneral & Unrestricted$400
CELTIC ARTS FOUNDATION
PO BOX 1342MOUNT VERNONWA98273N/APCGeneral & Unrestricted$400
CHABAD OF RANCHO MIRAGE
72295 VIA MARTARANCHO MIRAGECA92270N/APCGeneral & Unrestricted$400
CHEETAH CONSERVATION FUND
PO BOX 2496ALEXANDRIAVA22301N/APCGeneral & Unrestricted$400
CHESAPEAKE BAY FOUNDATION INC
6 HERNDON AVEANNAPOLISMD21403N/APCGeneral & Unrestricted$1,000
CHILDRENS HEALTH COUNCIL INC
650 CLARK WAYPALO ALTOCA94304N/APCGeneral & Unrestricted$5,000
CHILDRENS HOSPITAL
111 MICHIGAN AVE NWWASHINGTONDC20010N/APCGeneral & Unrestricted$1,000
CHILDRENS THEATRE COMPANY
526 W 26TH ST RM 1012NEW YORKNY10001N/APCTalent & Career pathways for Pensacola FL, video products, and general operations$5,000
CHILDRENS THEATRE COMPANY
526 W 26TH ST RM 1012NEW YORKNY10001N/APCcash-flow support$10,000
CHURCH OF ST PAUL AND ST ANDREW UNITED METHODIST
263 W 86TH STNEW YORKNY10024N/APCGeneral & Unrestricted$360
CITIZENS BUDGET COMMISSION INC
240 W 35TH ST STE 302NEW YORKNY10001N/APCGeneral & Unrestricted$200
CITY HARVEST INC
150 52ND STBROOKLYNNY11232N/APCGeneral & Unrestricted$1,500
CITY OF DREAMS
PO BOX 24037SAN FRANCISCOCA94124N/APCGeneral & Unrestricted$400
CLARK COUNTY FOOD BANK
6502 NE 47TH AVEVANCOUVERWA98661N/APCGeneral & Unrestricted$1,000
CLEAR GLOBAL INC
9169 W STATE ST 3055GARDEN CITYID83714N/APCGeneral & Unrestricted$5,000
CLEARWATER FREE CLINIC INC
1218 COURT STCLEARWATERFL33756N/APCGeneral & Unrestricted$1,500
CLEARWATER MARINE AQUARIUM INC
249 WINDWARD PASSAGECLEARWATERFL33767N/APCGeneral & Unrestricted$1,000
COAST GUARD FOUNDATION INC
394 TAUGWONK RDSTONINGTONCT06378N/APCfor moral purposes at the USCG Station Sand Key at the direction of Master Chief T Abrams$1,000
CODE FOR AMERICA LABS INC
972 MISSION ST 5TH FLSAN FRANCISCOCA94103N/APCGeneral & Unrestricted$400
COLORADO OUTWARD BOUND SCHOOL
3840 YORK ST STE 150DENVERCO80205N/APCGeneral & Unrestricted$400
COMMITTEE TO PROTECT JOURNALISTS INC
509 W 38TH ST FL 5NEW YORKNY10018N/APCGeneral & Unrestricted$1,000
COMMUNITY FAMILY CENTERS-CENTROS FAMILIARES DE LA
7524 AVE EHOUSTONTX77012N/APCCharitable Event$400
COMPASSION AND CHOICES
PO BOX 485ETNANH03750N/APCGeneral & Unrestricted$1,000
CONGREGATION B'NAI JESHURUN
270 WEST 89TH STNEW YORKNY10024N/APCGeneral & Unrestricted$2,000
COURT APPOINTED SPECIAL ADVOCATES INC
48 WALL ST 11TH FLNEW YORKNY10005N/APCGeneral & Unrestricted$400
DACOR BACON HOUSE FOUNDATION
1801 F ST NWWASHINGTONDC20006N/APCGeneral & Unrestricted$300
DAWNWATCH
409 CAMIN DEL REMEDIOSANTA BARBARACA93110N/APCGeneral & Unrestricted$100
DC AFFORDABLE LAW FIRM
1717 K ST NWWASHINGTONDC20006N/APCGeneral & Unrestricted$1,000
DC CENTRAL KITCHEN INC
PO BOX 417406BOSTONMA02241N/APCgeneral operations and career training and employment of previously incarcerated individuals$2,500
DEIRDRE O BRIEN CHILD ADVOCACY CENTER INC
8 COURT STMORRISTOWNNJ07960N/APCGeneral & Unrestricted$400
DICKINSON COLLEGE
PO BOX 1773CARLISLEPA17013N/APCGeneral & Unrestricted$500
DOE FUND INC
345 EAST 102ND ST STE 305NEW YORKNY10029N/APCGeneral & Unrestricted$2,000
DOROT INC
171 W 85TH STNEW YORKNY10024N/APCTalent & Career Pathways (TCP) stipends and general operating support$13,000
DRISHA INSTITUTE FOR JEWISH EDUCATION INC
377 INDEPENDENCE AVE FRONT 1BRONXNY10463N/APCGeneral & Unrestricted$360
EAST CAROLINA UNIVERSITY FOUNDATION INC
2200 S CHARLES BLVD 1100GREENVILLENC27858N/APCGeneral & Unrestricted$500
ECHO HILL CAMPERSHIP FUND
PO BOX 5923BETHESDAMD20824N/APCGeneral & Unrestricted$400
EMMAUS HOUSE INC
160 W 120TH STNEW YORKNY10027N/APCgeneral operating support of re-entry programs$500
END OF LIFE CHOICES NEW YORK
244 5TH AVE 2010NEW YORKNY10001N/APCGeneral & Unrestricted$1,000
EXODUS TRANSITIONAL COMMUNITY INC
2271 THIRD AVENEW YORKNY10035N/APCrecovery from fire damage at NYC location$2,000
FAMILY HOUSE INC
540 MISSION BAY BLVD NSAN FRANCISCOCA94158N/APCGeneral & Unrestricted$400
FINCA INTERNATIONAL INC
1201 15TH ST NWWASHINGTONDC20005N/APCimpact investments, collaborations, and mutually reinforcing inter-connected ecosystems$1,000
FORT VANCOUVER PIPE BAND
1008 SE 101ST AVEVANCOUVERWA98664N/APCGeneral & Unrestricted$400
FREE THE OPPRESSED
PO BOX 912938DENVERCO80291N/APCGeneral & Unrestricted$1,000
FREE WHEELCHAIR MISSION
15279 ALTON PKWY STE 300IRVINECA92618N/APCfor delivery of free wheelchairs to Central America$5,000
FRESH AIR FUND
633 THIRD AVENEW YORKNY10017N/APCGeneral & Unrestricted$1,000
FRIENDS OF MOUNT MORIAH CEMETERY INC
PO BOX 5321PHILADELPHIAPA19142N/APCGeneral & Unrestricted$400
FRIENDS OF STRAUS PARK INC
PO BOX 2021NEW YORKNY10025N/APCGeneral & Unrestricted$240
FRIENDS OF THE SOUTH COASTAL LIBRARY INC
PO BOX 1617BETHANY BEACHDE19930N/APCGeneral & Unrestricted$400
GENDER SPECTRUM
BOX 1044 2930 DOMINGO AVEBERKELEYCA94705N/APCGeneral & Unrestricted$400
GENESIS WOMENS SHELTER & SUPPORT
2023 LUCAS DRDALLASTX75219N/APCGeneral & Unrestricted$400
GFWC-CLEARWATER COMMUNITY WOMANS CLUB INC
PO BOX 6074CLEARWATERFL33758N/APCDaisy fund and Human Trafficking Housing$500
GIRLS INCORPORATED OF NEW YORK CITY
25 BROADWAY 12TH FLNEW YORKNY10004N/APCGeneral & Unrestricted$1,000
GLOBALGIVING FOUNDATION INC
1 THOMAS CIR NW SUITE 800WASHINGTONDC20005N/APCChildren in Poverty$400
GODS LOVE WE DELIVER INC
166 AVE OF THE AMERICASNEW YORKNY10013N/APCGeneral & Unrestricted$1,500
GOUCHER COLLEGE
1021 DULANEY VALLEY RDBALTIMOREMD21204N/APCGeneral & Unrestricted$180
GRANTMAKERS IN THE ARTS
450 LEXINGTON AVENEW YORKNY10163N/APCgeneral operating support for COF affinity group$300
GREATER HOPE MINISTRY
1163 JOHNNY FOREST RDSUMMITMS39666N/APCHomeless Shelter general operating needs$400
GREATER WASHINGTON COMMUNITY FOUNDATION
1325 G ST NW STE 480WASHINGTONDC20005N/APCTommy Raskin Memorial Fund for Animals and People$300
GUIDING EYES FOR THE BLIND INC
611 GRANITE SPRINGS RDYORKTOWN HTSNY10598N/APCGeneral & Unrestricted$1,800
H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE
12902 MAGNOLIA DRTAMPAFL33612N/APCGeneral & Unrestricted$500
HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERIC
40 WALL STNEW YORKNY10005N/APCGeneral & Unrestricted$500
HARBOR DISH INC
690 MAIN ST 123SAFETY HARBORFL34695N/APCGeneral & Unrestricted$400
HARPERS PLAYGROUND
920 SW 6TH AVE STE 900PORTLANDOR97204N/APCGeneral & Unrestricted$400
HOLLINS UNIVERSITY CORPORATION
PO BOX 9629ROANOKEVA24020N/APCGeneral & Unrestricted$500
HOPE MISSION SOCIETY
1000 QUAIL ST 100NEWPORT BEACHCA92660N/APCGeneral & Unrestricted$500
HUDSON LINK FOR HIGHER EDUCATION IN PRISON INC
PO BOX 862OSSININGNY10562N/APCIn-prison programming & Re-entry housing$2,000
I EARN INC
1460 BROADWAY 11TH FLNEW YORKNY10036N/APCGeneral & Unrestricted$5,000
I EARN INC
1460 BROADWAY 11TH FLNEW YORKNY10036N/APCTalent & Career Pathways$5,000
IN YOUR HANDS INC
2462 WYANDOTTE STMOUNTAIN VIEWCA94043N/APCGeneral & Unrestricted$500
INTERNATIONAL ELEPHANT FOUNDATION
PO BOX 366AZLETX76098N/APCGeneral & Unrestricted$400
INTERNATIONAL KEYBOARD INSTITUTE AND FESTIVAL
229 WEST 97TH ST SUITE 1BNEW YORKNY10025N/APCGeneral & Unrestricted$1,000
INTERNATIONAL RESCUE COMMITTEE INC
PO BOX 6068ALBERT LEAMN56007N/APCresettlement of Afghan and Turkish displaced persons outside the US and support general operations of IRC & communities within the US$5,000
IONA SENIOR SERVICES
4125 ALBEMARLE ST NWWASHINGTONDC20016N/APCGeneral & Unrestricted$1,500
JEWISH VEG
533 E GIRARD AVE UNIT 612PHILADELPHIAPA19125N/APCGeneral & Unrestricted$300
John F Kennedy High School
2855 SOUTH LAMAR STDENVERCO80227N/AGOVDICK HATCHER MEMORIAL Scholarship Fund$250
JOSE LIMON DANCE FOUNDATION
466 W 152ND ST FL 2NEW YORKNY10031N/APCGeneral & Unrestricted$360
JOYCE THEATER FOUNDATION INC
175 8TH AVENEW YORKNY10011N/APCGeneral & Unrestricted$400
KENYON COLLEGE
209 CHASE AVEGAMBIEROH43022N/APCGeneral & Unrestricted$500
KESHO
397 PIEDMONT RDCOLUMBUSOH43214N/APCHappiness Wambura's Lohada Schools Program$4,500
KIDS MEALS INC
330 GARDEN OAKS BLVDHOUSTONTX77018N/APCGeneral & Unrestricted$1,000
KIND MOUSE PRODUCTIONS INC
1801 16TH ST N STE BST PETERSBURGFL33704N/APCGeneral & Unrestricted$400
KOGOOD SCHOOL OF BUSINESS ADMINISTRATION
4400 MASSACHUSETTS AVE NWWASHINGTONDC20016N/APCThe Stanley I Posner Prize Fund$1,000
KQED INC
2601 MARIPOSA STSAN FRANCISCOCA94110N/APCGeneral & Unrestricted$400
LIFE AFTER HATE INC
13400 BISHOPS LN STE 120BROOKFIELDWI53005N/APCGeneral & Unrestricted$400
LIFELINE ANIMAL PROJECT INC
3180 PRESIDENTIAL AVEATLANTAGA30340N/APCGeneral & Unrestricted$400
LIFEMOVES
2550 GREAT AMERICA WAY STE 201SANTA CLARACA95054N/APCGeneral & Unrestricted$400
LILLIAN & ALBERT SMALL CAPITAL JEWISH MUSEUM INC
575 3RD ST NWWASHINGTONDC20001N/APCGeneral & Unrestricted$180
LISTEN FIRST PROJECT
515 S MANGUM ST APT 5140DURHAMNC27701N/APCMeeting of America Initiative$400
LOVE TO LANGA
PO BOX 104GLADWYNEPA19035N/APCGeneral & Unrestricted$360
LUBUTO LIBRARY PROJECT INC
5614 CONNECTICUT AVE NW STE 368WASHINGTONDC20015N/APCGeneral & Unrestricted$1,000
LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH
400 HAMILTON AVE SUITE 340PALO ALTOCA94301N/APCGeneral & Unrestricted$400
LUMIND IDSC FOUNDATION
110 WINN ST STE 105WOBURNMA01801N/APCGeneral & Unrestricted$400
MARTHAS TABLE
2114 14TH ST NWWASHINGTONDC20009N/APCGeneral & Unrestricted$1,000
MAZON INC A JEWISH RESPONSE TO HUNGER
PO BOX 6095ALBERT LEAMN56007N/APCgeneral operating support and regional operations & communities within the US$2,500
MEDECINS SANS FRONTIERES USA INC
40 RECTOR ST 16TH FLNEW YORKNY10006N/APCGeneral & Unrestricted$10,000
MEDECINS SANS FRONTIERES USA INC
40 RECTOR ST 16TH FLNEW YORKNY10006N/APCearthquakes in Turkey & Syria$2,500
MESOTHELIOMA APPLIED RESEARCH FOUNDATION INC
1717 K ST NW STE 900WASHINGTONDC20006N/APCGeneral & Unrestricted$400
METROPOLITAN MINISTRIES INC
2002 N FLORIDA AVETAMPAFL33602N/APCGeneral & Unrestricted$400
MIKES ANGELS INC
2090 DUNWOODY CLUB STE 106-120ATLANTAGA30350N/APCGeneral & Unrestricted$400
MILITARY CHILD EDUCATION COALITION
909 MOUNTAIN LION CIRHARKER HTSTX76548N/APCGeneral & Unrestricted$400
MIRROR STAGE
5129 2ND AVE NWSEATTLEWA98107N/APCGeneral & Unrestricted$7,000
MONTEREY BAY AQUARIUM FOUNDATION
886 CANNERY ROWMONTEREYCA93940N/APCGeneral & Unrestricted$400
MOVING TRADITIONS
8380 OLD YORK RD STE 4300ELKINS PARKPA19027N/APCGeneral & Unrestricted$1,000
MUSIC FOR LIFE INSTITUTE
PO BOX 29690BELLINGHAMWA98228N/APCAfrican Children's Choir$300
MY NEW RED SHOES
330 TWIN DOLPHIN DR STE 135REDWOOD CITYCA94065N/APCGeneral & Unrestricted$400
MYOTONIC DYSTROPHY FOUNDATION
663 13TH ST SUITE 100OAKLANDCA94612N/APCGeneral & Unrestricted$400
NATIONAL ARBOR DAY FOUNDATION
211 N 12TH ST STE 501LINCOLNNE68508N/APCGeneral & Unrestricted$400
NATIONAL NETWORK OF ABORTION FUNDS
9450 SW GEMINI DR PMB 16009BEAVERTONOR97008N/APCGeneral & Unrestricted$400
NATURE CONSERVANCY
4245 N FAIRFAX DRIVE STE 100ARLINGTONVA22203N/APCprogramming to cultivate youth donors and internships$1,000
NEW ISRAEL FUND
6 EAST 39TH ST SUITE 301NEW YORKNY10016N/APCGeneral & Unrestricted$5,000
NEW YORK RESTORATION PROJECT
254 W 31ST ST FL 14TH FLNEW YORKNY10001N/APCGeneral & Unrestricted$1,000
NEW YORK UNIVERSITY
22 WASHINGTON SQ NORTHNEW YORKNY10011N/APCGeneral & Unrestricted$1,000
NIGHTINGALE-BAMFORD SCHOOL
20 E 92ND STNEW YORKNY10128N/APCGeneral & Unrestricted$180
NORTH COAST OPPORTUNITIES INC
413 N STATE STUKIAHCA95482N/APCGeneral & Unrestricted$1,000
NORTHEASTERN UNIVERSITY SCHOOL OF LAW
400 HUNTINGTON AVEBOSTONMA02115N/APCGeneral & Unrestricted$1,250
NORTHERN BEDFORD SCHOOL FOUNDATION INC
152 NBC DRLOYSBURGPA16659N/APCRobert P. Smith Scholarship Fund$1,000
NURU INTERNATIONAL
2020 PENNSYLVANIA NW STE 600WASHINGTONDC20006N/APCGeneral & Unrestricted$400
OLD LINE MUSEUM
PO BOX 35DELTAPA17314N/APCGeneral & Unrestricted$400
OUR HEN HOUSE
C/O MFO 77 BLEECKER STC2-21NEW YORKNY10012N/APCGeneral & Unrestricted$120
P E F ISRAEL ENDOWMENT FUNDS INC
630 THIRD AVE 15TH FLOORNEW YORKNY10017N/APCeducation programs of the Hadassah Academic College (HAC) in Jerusalem under the leadership of Prof. Bertold Fridleder$3,000
PARTNERSHIP FOR SHELTER ANIMALS NYC FUND
186 RIVERSIDE DR 11CNEW YORKNY10024N/APCGeneral & Unrestricted$360
PENINSULA HUMANE SOCIETY & SPCA
1450 ROLLINS RDBURLINGAMECA94010N/APCGeneral & Unrestricted$400
PENINSULA OPEN SPACE TRUST
222 HIGH STPALO ALTOCA94301N/APCGeneral & Unrestricted$400
PENNSYLVANIA STATE UNIVERSITY
105 OLD MAINUNIVERSITY PARKPA16802N/AGOVColored Conventions Project$1,500
PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC
501 FRONT STNORFOLKVA23510N/APCGeneral & Unrestricted$400
PETS IN NEED
871 5TH AVEREDWOOD CITYCA94063N/APCGeneral & Unrestricted$400
PLANNED PARENTHOOD MAR MONTE INC
1691 THE ALAMEDASAN JOSECA95126N/APCGeneral & Unrestricted$400
PLUMMER YOUTH PROMISE INC
37 WINTER ISLAND RDSALEMMA01970N/APCGeneral & Unrestricted$500
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
124 MOUNT AUBURN ST 4TH FLOORCAMBRIDGEMA02138N/APCHarvard College Fund and the Class of 1965 FUND$500
PRESIDENT AND FELLOWS OF HARVARD COLLEGE
10 GARDEN STCAMBRIDGEMA02138N/APCgeneral operating support of the Radcliffe Institute to support early and mid-career Fellows$400
PROJECT ORBIS INTERNATIONAL INC
52 VANDERBILT AVE 8TH FLNEW YORKNY10017N/APCGeneral & Unrestricted$400
PUPSTARZ RESCUE INC
11 1 2 26TH ST 2ND FLOORNEW YORKNY10010N/APCGeneral & Unrestricted$360
RADIO BILINGUE INC
5005 E BELMONT AVEFRESNOCA93727N/APCGeneral & Unrestricted$2,000
REDWOOD CITY LIBRARY FOUNDATION
1044 MIDDLEFIELD RDREDWOOD CITYCA94063N/APCGeneral & Unrestricted$400
REDWOOD CITY POLICE ACTIVITIES LEAGUE INC
3399 BAY RDREDWOOD CITYCA94063N/APCGeneral & Unrestricted$400
REMERGE INC
PO BOX 54717ATLANTAGA30308N/APCGiving Grace program use where needed most$500
RESOURCE AREA FOR TEACHING
1355 RIDDER PARK DRSAN JOSECA95131N/APCGeneral & Unrestricted$1,500
RESPONSIBLE SOURCING NETWORK
1019 INSPIRATION WAYVENTURACA93001N/APCGeneral & Unrestricted$400
RETHINK THE CONVERSATION LTD
45 W 54TH STNEW YORKNY10019N/APCGeneral & Unrestricted$400
RIVERSIDE PARK CONSERVANCY INC
475 RIVERSIDE DR STE 455NEW YORKNY10115N/APCGeneral & Unrestricted$1,000
SAFESPACE CENTER INC
1155 SAXON WAYMENLO PARKCA94025N/APCGeneral & Unrestricted$400
SAINT FLORIAN PIPERS SOCIETY
PO BOX 1881WEAVERVILLECA96093N/APCGeneral & Unrestricted$400
SAN DIEGO COUNTY PROSPERITY FOUNDATION
PO BOX 720332SAN DIEGOCA92172N/ASO IUkraine Freedom Project$1,000
SAN FRANCISCO AIDS FOUNDATION
1035 MARKET ST SUITE 400SAN FRANCISCOCA94103N/APCGeneral & Unrestricted$400
SAVE THE BAY
560 14TH ST 400OAKLANDCA94612N/APCGeneral & Unrestricted$400
SCHOOL THE WORLD
109 STATE ST STE 403BOSTONMA02109N/APCCharitable Event$400
SCOTLAND AFRICAN METHODIST EPISCOPAL ZION CHURCH
3921 23RD PLTEMPLE HILLSMD20748N/APC2nd Century Project to help restore, regenerate and rejuvenate the church$400
SECOND CHANCE RESCUE INC
PO BOX 570701WHITESTONENY11357N/APCGeneral & Unrestricted$360
SECOND HARVEST OF SILICON VALLEY
4001 N 1ST STSAN JOSECA95134N/APCGeneral & Unrestricted$2,500
SEED SAVERS EXCHANGE INC
3094 N WINN RDDECORAHIA52101N/APCGeneral & Unrestricted$400
SHAKESPEARE THEATRE
516 8TH ST SEWASHINGTONDC20003N/APCGeneral & Unrestricted$1,800
SIDWELL FRIENDS SCHOOL
3825 WISCONSIN AVE NWWASHINGTONDC20016N/APCSupervia Endowed Chair$5,000
SIDWELL FRIENDS SCHOOL
3825 WISCONSIN AVE NWWASHINGTONDC20016N/APCGeneral & Unrestricted$1,000
SOCIETY FOR THE ADVANCEMENT OF JUDAISM
15 W 86TH STNEW YORKNY10024N/APCGeneral & Unrestricted$500
SOCIETY FOR THE ADVANCEMENT OF JUDAISM
15 W 86TH STNEW YORKNY10024N/APC100th Anniversary Legacy Fund$1,800
SOME INC
71 O ST NWWASHINGTONDC20001N/APCGeneral and Unrestricted Support for Affordable Housing$1,000
SOUTHEASTERN GUIDE DOGS INC
4210 77TH ST EPALMETTOFL34221N/APCGeneral & Unrestricted$400
SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVEMONTGOMERYAL36104N/APCGeneral & Unrestricted$1,000
ST BALDRICKS FOUNDATION INC
1333 S MAYFLOWER AVE STE 400MONROVIACA91016N/APCGeneral & Unrestricted$1,000
STORAHTELLING LAB SHUL INC
131 VARICK ST 921NEW YORKNY10013N/APCGeneral & Unrestricted$1,000
SUNFLOWER BAKERY INC
5951 HALPINE RDROCKVILLEMD20851N/APCGeneral & Unrestricted$2,000
SUTTER BAY MEDICAL FOUNDATION
795 EL CAMINO REALPALO ALTOCA94301N/APCGeneral & Unrestricted$400
THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND
PO BOX 669394DALLASTX75266N/APCSchool of Public Health Scholarship Fund$500
THE ASPEN INSTITUTE INC
2300 N ST NW STE 700WASHINGTONDC20037N/APCJustice Circle$1,000
THE DAVID SHELDRICK WILDLIFE TRUST USA
25283 CABOT RD STE 101LAGUNA HILLSCA92653N/APCGeneral & Unrestricted$400
THE PETEY GREENE PROGRAM INC
22 STOCKTON STPRINCETONNJ08540N/APCTalent & Career Pathways: Tutoring in multiple states and alternatives to incarceration$500
THE SCHECHTER INSTITUTES INC
BOX 3566 PO BOX 8500PHILADELPHIAPA19178N/APCGeneral & Unrestricted$1,000
THE TOMORROW FUND
RI HOSPITAL CAMPUS 593 EDDY STPROVIDENCERI02903N/APCGeneral & Unrestricted$400
THE WRITING REVOLUTION INC
90 BROAD ST FL 3NEW YORKNY10004N/APCGeneral & Unrestricted$1,000
THIN LINE SERVICE DOGS
34 MUSTERFIELD CTHEDGESVILLEWV25427N/APCGeneral & Unrestricted$400
TRANSGENDER LAW CENTER
PO BOX 741803LOS ANGELESCA90074N/APCGeneral & Unrestricted$400
TREEPEOPLE INC
12601 MULHOLLAND DRBEVERLY HILLSCA90210N/APCGeneral & Unrestricted$400
TRUSTEES OF AMHERST COLLEGE
220 S PLEASANT STAMHERSTMA01002N/APCGeneral & Unrestricted$800
TRUSTEES OF PRINCETON UNIVERSITY
100 OVERLOOK CENTER STE 300PRINCETONNJ08540N/APCGraduate Alumni Annual Giving fund$800
TRUSTEES OF THE SMITH COLLEGE
33 ELM STNORTHAMPTONMA01063N/APCGeneral & Unrestricted$500
U S COMMITTEE FOR REFUGEES AND IMMIGRANTS INC
2231 CRYSTAL DR STE 350ARLINGTONVA22202N/APCGeneral & Unrestricted$500
UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH
PO BOX 4227NEW YORKNY10261N/APCGeneral & Unrestricted$1,000
UNITED POULTRY CONCERNS INC
PO BOXMACHIPONGOVA23405N/APCGeneral & Unrestricted$400
UNIVERSITY OF COLORADO FOUNDATION
PO BOX 17126DENVERCO80217N/APCHonors Program Scholarship Fund$500
UNIVERSITY OF MISSISSIPPI FOUNDATION
406 UNIVERSITY AVEOXFORDMS38655N/APCGeneral & Unrestricted$1,000
URBAN INSTITUTE
500 LENFANT PLZ SWWASHINGTONDC20024N/APC"Emerging researchers" supported by William Gorham Memorial Fund$3,000
VANCOUVER FARMERS MARKET FOUNDATION
PO BOX 61638VANCOUVERWA98666N/APCGeneral & Unrestricted$400
VANCOUVER HUMANE SOCIETY & SOCIETY FOR THE PREVENT
1100 NE 192ND AVEVANCOUVERWA98684N/APCGeneral & Unrestricted$400
VILLAGE HARVEST CORPORATION
PO BOX 9231SAN JOSECA95157N/APCGeneral & Unrestricted$400
VOLUNTEERS IN MEDICINE CLINIC
15 NORTHRIDGE DRHILTON HEADSC29926N/APCGeneral & Unrestricted$400
WASHINGTON JESUIT ACADEMY
900 VARNUM ST NEWASHINGTONDC20017N/APCefforts to foster professional & career development of WJA teachers, including travel to other schools/cities and mentoring activities$3,600
WEST SIDE CENTER FOR COMMUNITY LIFE INC
263 W 86TH STNEW YORKNY10024N/APCWest Side Campaign Against Hunger (WSCAH) and to foster collaborations with other community-based organizations in NYC$1,500
WEST SIDE CENTER FOR COMMUNITY LIFE INC
263 W 86TH STNEW YORKNY10024N/APCWest Side Campaign Against Hunger (WSCAH)$1,500
WEST SIDE HATZOLOH
C/O THE JEWISH CENTER131 W 86TH STNEW YORKNY10024N/APCGeneral & Unrestricted$1,000
WHIS-PURR RESCUE
346 EL CAMINO REALREDWOOD CITYCA94062N/APCGeneral & Unrestricted$400
WIKIMEDIA FOUNDATION INC
PO BOX 98204WASHINGTONDC20090N/APCGeneral & Unrestricted$400
WILD BIRD FUND INC
565 COLUMBUS AVENEW YORKNY10024N/APCGeneral & Unrestricted$360
WORLD CENTRAL KITCHEN INCORPORATED
200 MASSACHUSETTS AVE NW 7TH FLWASHINGTONDC20001N/APCGeneral & Unrestricted$2,500
WORLD WILDLIFE FUND INC
1250 24TH ST NWWASHINGTONDC20037N/APCGeneral & Unrestricted$400
YOSEMITE FOUNDATION
101 MONTGOMERY ST STE 2450SAN FRANCISCOCA94104N/APCGeneral & Unrestricted$400
YOUNG ADULT INSTITUTE INC
220 EAST 42ND ST 8TH FLOORNEW YORKNY10017N/APCGeneral & Unrestricted$500
YOUTH OPPORTUNITIES UNLIMITED INC
224 BROCK AVENEW BEDFORDMA02744N/APCGeneral & Unrestricted$400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$283,320TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,199ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$122,747ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$163,078ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
K-1 Inc/Loss525990-$2,90114$5,539
Federal Tax Refund01$3,921
INTEREST INCOME FROM NOTES14$6,563

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$2,901UnrelatedBusinessTaxblIncmAmt
Exclusion$309,047ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$306,146TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierForm 990-PFIdentifierTxt
Form And Line Referenceform 990-pfFormAndLineReferenceDesc
Medium ExplanationOne or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AB INTL STRATEGIC EQUITIES POR$189,572$221,576
AB SELECT US EQUITY PORTFOLIO$134,052$154,906
ABBOTT LABS$9,957$44,028
ACCO BRANDS CORPORATION$12,355$9,120
AES CORP$5,385$5,775
ALLIANCE BERNSTEIN VALUE FUND$93,476$117,784
ALLIANCEBERN DISCOVERY GROWTH$51,186$52,970
ALLIANCEBERN DISCOVERY VALUE F$55,974$62,610
ALLIANCEBERN GLOBAL BOND ADV$153,005$129,145
ALLIANCEBERN HIGH INCOME ADVIS$163,935$135,185
ALLIANCEBERNSTEIN CONCENTRATED$68,387$113,098
ALLIANCEBERNSTEIN REAL RETURN$80,764$67,641
ALLY FINANCIAL INC$21,135$22,698
ALPHABET INC CL C$10,197$14,093
AMAZON COM$18,636$18,993
AMERICAN INVESTMENT CO OF AMER$83,172$220,461
AMGEN INC$13,749$17,281
APPLE INC$13,206$19,253
BERNSTEIN EMERGING MARKETS$49,016$45,986
BERNSTEIN INTERMEDIATE DURATIO$280,508$242,146
CHEVRON CORP$16,287$19,391
COMCAST CORP$23,225$24,118
CONSTELLATION BRANDS INC$13,541$14,505
CROWN CASTLE INTL$12,562$11,519
CVS CAREMARK CORP$18,820$23,688
DOMINION ENERGY INC$48,896$32,900
DOUBLELINE YIELD OPPORTUNITIES$20,106$17,844
DOW INC$19,679$27,420
ECOFIN SUSTAINABLE AND SOCIAL$14,750$11,710
ELI LILLY & CO$7,936$14,573
EMERSON ELECTRIC CO$9,939$9,733
EQUITABLE HOLDINGS INC$8,575$8,325
EXXON MOBIL CORP$653$49,990
GABELLI DIVIDEND & INCOME TRUS$30,557$34,624
GAMING AND LEISURE PROPERTIES,$15,603$17,273
GOLDMAN SACHS BDC INC$19,435$14,650
INTERNATIONAL BUSINESS MACHINE$5,815$65,420
ISHARES IBOXX $ INVESTMENT GRA$9,918$9,074
ISHARES JP MORGAN USD EM MKTS$12,862$10,509
IVY SCIENCE AND TECHNOLOGY$54,503$91,076
JOHNSON & JOHNSON$9,312$78,370
KAYNE ANDERSON MLP INV CO$10,260$10,536
KIMBERLY CLARK CORP$63,921$66,831
MICROSOFT CORP$12,491$18,802
NATIONAL RETAIL PROPERTIES INC$27,328$34,480
NORTHROP GRUMMAN CORP$15,834$16,385
NOVARTIS AG ADR$9,264$20,194
PALO ALTO NETWORKS INC$8,472$11,795
PENN TREATY AMER CP$12,091$12,607
PEPSICO INC$22,099$27,174
RAYTHEON TECHNOLOGIES CORP$15,912$21,035
SALESFORCE.COM$21,299$26,314
SANFORD C BERNSTEIN FD, INC OV$283,704$274,151
SANFORD C. BERNSTEIN FD, INC.$76,324$66,813
SHELL ADR EACH REPRESENTING 2$26,660$32,900
STARWOOD PROPERTY TRUST INC$14,362$12,612
THERMO FISHER SCIENTIFIC INC$10,253$10,616
UNILEVER PLC AMER$32,855$36,360
UNION PACIFIC$724$49,124
VANGUARD DIVIDEND APPRECIATION$12,370$22,663
VANGUARD FTSE DEVELOPED MARKET$26,563$30,512
VANGUARD FTSE EMERGING MARKETS$24,732$24,619
VANGUARD INTERMEDIATE-TERM COR$8,587$7,836
VANGUARD SF REIT ETF$22,277$23,680
VANGUARD TOTAL STOCK MARKET ET$19,783$36,295
VISA INC$3,063$3,905
WILLIAMS COS$10,728$13,932

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (8 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
BROWN ADV INV 2020 - SLP VI (T$42,764$53,962
BROWN ADV PRIVATE EQ PTNS VII$38,001$71,905
BROWN ADV PRIVATE INC PTNS I T$47,479$59,316
BROWN ADV PRVT EQ PTNS VIII QP$72,029$90,993
BROWN ADVISORY INVESTORS 2020-$21,086$28,829
BROWN ADVISORY PE PARTNERS 11$1,516$1,732
BROWN ADVISORY PRIVATE EQUITY$10,281$11,928
ENTERPRISE PRODUCTS PARTNERS L$12,488$28,985

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PRI - CAPITAL SISTERS INTL$5,000$5,000
PRI - CHILDRENS THEATRE LOAN$38,000$38,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$27,607$27,607
Bank Charges$676$676
K-1 Exp BROWN ADV INV 2020 - S$879$867
K-1 Exp BROWN ADV PRIVATE EQ P$1,160$1,097
K-1 Exp BROWN ADV PRIVATE INC$773$580
K-1 Exp BROWN ADV PRVT EQ PTNS$2,609$2,384
K-1 Exp BROWN ADVISORY INVESTO$1,786$1,105
K-1 Exp BROWN ADVISORY PE PART$874$840
K-1 Exp BROWN ADVISORY PRIVATE$1,366$1,246
K-1 Exp ENTERPRISE PRODUCTS PA$4
OFFICE SUPPLIES$50$50
Postage/Delivery Service$295$295
INDEMNIFICATION INSURANCE$614$614
Website Hosting/Support$469$469

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
K-1 Inc/Loss BROWN ADV INV 2020 - SLP VI (TE) LLL$45$45
K-1 Inc/Loss BROWN ADV PRIVATE EQ PTNS VII QP LLL$579$821
K-1 Inc/Loss BROWN ADV PRIVATE INC PTNS I TE LLLP$4,528$4,386
K-1 Inc/Loss BROWN ADV PRVT EQ PTNS VIII QP LLLP-$325$40
K-1 Inc/Loss BROWN ADVISORY INVESTORS 2020- SL AL-$220$353
K-1 Inc/Loss BROWN ADVISORY PE PARTNERS 11 (Q)-$110-$110
K-1 Inc/Loss BROWN ADVISORY PRIVATE EQUITY PTNS 1$8$13
K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP-$1,867-$8
Federal Tax Refund$3,921
Interest Income from Notes$6,563$6,563

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (3 entries)

Loan OriginalLoanOriginalAmtBalance DueBalanceDueAmtNoteNoteDtLoan MaturityLoanMaturityDtRepayment TermsRepaymentTermsTxtInterestInterestRtSecurity Provided BorrowerSecurityProvidedBorrowerTxtLoan PurposeLoanPurposeTxtLender ConsiderationLenderConsiderationDesc
ROOT CAPITAL INC
$125,000$125,0002013-122026-12INTEREST ANN; PRINCIPAL AT MATURITY1.5NONEINVESTMENTCASH 0 CASH 0 CASH 0
THE CONTACT FUND LLC
$125,000$125,0002018-102024-09INTEREST ANN; PRINCIPAL AT MATURITY2.5NONEINVESTMENTCASH 0 CASH 0 CASH 0
GLOBAL SUN PARTNERS
$100,000$100,0002010-112018-12INTEREST QUART; PRINCIPAL AT MATURITY8.NONESOLAR ENERGY PROJECTCASH 0 CASH 0 CASH 0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$16,651Amt
Net Investment Income$16,651NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2023$2,100
Foreign Tax Paid$908$908
STATE INCOME TAX 2022$250

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