EDUCATIONAL FOUNDATION OF AMERICA: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EDUCATIONAL FOUNDATION OF AMERICA (EIN 13-3424750)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202433209349100103
- 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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T23:14:35-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101670008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133424750 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EDUCATIONAL FOUNDATION OF AMERICA | BusinessNameLine1Txt |
| Business Name Line2 | C/O INTENTIONAL PHILANTHROPY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDUC | BusinessNameControlTxt |
| Phone | 6466406032 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 HAMPDEN LANE 106 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142948 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTIAN ETTINGER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6466406032 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANAN SAMARA | PreparerPersonNm |
| PTIN | P02103452 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2024-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $231,113,758 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $431,451 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $431,451 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,960,256 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,960,139 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,730,052 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,532,997 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,730,052 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$106,442 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$106,477 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,015,317 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,015,165 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $311,556 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $311,556 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $685,072 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $682,035 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $275,567 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $275,179 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,131 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $29,573 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,687 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $37,687 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,349,638 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $971,661 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $394,171 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $4,487 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4,478 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $215,795 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $131,331 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $36,127 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $36,250 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $411,015 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $391,444 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $967,235 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $849,156 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $114,784 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,310,310 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,956,626 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,272,679 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,209,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,419,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,519,310 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,956,626 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,691,679 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,503,993 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,058,539 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,478,437 | CashBOYAmt |
| Cash EOY | $2,011,962 | CashEOYAmt |
| Cash EOYFMV | $2,011,962 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,842,409 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,275,909 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,275,909 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $287,558 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $203,235 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $203,235 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $97,548,718 | CorporateStockBOYAmt |
| Corporate Stock EOY | $117,292,132 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $117,292,132 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $101,657,501 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $102,691,565 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $102,691,565 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $18,061 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,061 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $5,121,909 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,638,955 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,638,955 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $211,936,532 | TotalAssetsBOYAmt |
| Total Assets EOY | $231,113,758 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $231,113,758 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $151,748 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $159,882 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,595,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,385,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $551,880 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $911,655 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,298,628 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,456,537 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $208,637,904 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $225,657,221 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $208,637,904 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $225,657,221 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $211,936,532 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $231,113,758 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $208,637,904 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,503,993 | ExcessRevenueOverExpensesAmt |
| Other Increases | $25,883,085 | OtherIncreasesAmt |
| Subtotal | $226,016,996 | SubtotalAmt |
| Other Decreases | $359,775 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $225,657,221 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $39,532,997 | $36,838,619 | $2,694,378 | $2,694,378 | |
| GENERATION IM CLIMATE SOLUTIONS FUND (CAYMAN), L.P. | $65,709 | $65,709 | P | ||
| GENERATION IM CLIMATE SOLUTIONS FUND II (CAYMAN), L.P. | $3,846,314 | $3,846,314 | P | ||
| THRU SCHEDULE K-1'S | -$876,349 | -$876,349 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,730,052 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $84,214 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $84,214 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $84,214 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $180,617 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $180,617 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $96,403 | OverpaymentAmt |
| Applied To ES Tax | $96,403 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | INTENTIONAL PHILANTHROPY | IndividualWithBooksNm |
| Phone | 3017614433 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 HAMPDEN LANE NO 106 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142948 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HEIDI ETTINGER | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR, PRESIDENT | 1.00 | $0 | $0 | $0 |
| WENDY ETTINGER | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR, VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| LYNN BABICKA | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR, SECRETARY | 1.00 | $0 | $0 | $0 |
| BARBARA HAPGOOD | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR, TREASURER | 1.00 | $0 | $0 | $0 |
| JERRY BABICKA | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES BOHART JR | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTIAN ETTINGER | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATTHEW ETTINGER | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATTHEW HAPGOOD | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BARBARA HUSEBY | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SVEN HUSEBY | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOHN POWERS | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TREVOR RENNER | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LAUREN ZUSKIN | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID W STOCKS | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | EXECUTIVE DIRECTOR | 40.00 | $311,556 | $38,182 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| AMY E PICKLE | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | PROGRAM DIRECTOR | 40.00 | $173,772 | $35,950 | $0 |
| LAURA P NIXON | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | PROGRAM DIRECTOR | 40.00 | $175,065 | $30,527 | $0 |
| LUCIEN K ROTHENSTEIN | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | PROGRAM OFFICER | 40.00 | $143,500 | $28,271 | $0 |
| ASTRID F KAEMMERLING | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | PROGRAM OFFICER | 40.00 | $130,235 | $32,332 | $0 |
| REBEKAH R WADADLI | ||||||||
| C/O IP 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 208142948 | GRANTS MANAGER | 25.00 | $62,500 | $40,763 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | |||||
| 345 CALIFORNIA STREET SUITE 2900 | SAN FRANCISCO | CA | 94104 | INVESTMENT MANAGEMENT AND ADVISORY | $432,007 |
| INTENTIONAL PHILANTHROPY | |||||
| 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 20814 | FOUNDATION MANAGEMENT | $254,443 |
| BROWN ADVISORY | |||||
| 12 E 49TH STREET 35TH FLOOR | NEW YORK | NY | 10017 | INVESTMENT MANAGEMENT AND ADVISORY | $141,737 |
| GRANITE INVESTMENT PARTNERS | |||||
| 2321 ROSECRANS AVENUE SUITE 4200 | EL SEGUNDO | CA | 90245 | INVESTMENT MANAGEMENT AND ADVISORY | $140,546 |
| ROCKEFELLER & CO LLC | |||||
| 10 ROCKEFELLER PLAZA | NEW YORK | NY | 10020 | INVESTMENT MANAGEMENT AND ADVISORY | $98,862 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | OPPORTUNITY ALABAMA - ADLER FURNITURE BUILDING & HARMONY CLUB | Description1Txt |
| Expenses1 | $300,000 | Expenses1Amt |
| Description2 | PRIME COALITION - AZOLLA VENTURES' CATALYTIC SLEEVE | Description2Txt |
| Expenses2 | $200,000 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $150,000 | AllOtherProgramRltdInvstTotAmt |
| Total | $650,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $205,064,901 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,056,504 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $218,121,405 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $218,121,405 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,271,821 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $214,849,584 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,742,479 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,742,479 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $84,214 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $84,214 | TotalTaxAmt |
| Distributable Before Adj | $10,658,265 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,658,265 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,658,265 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,691,679 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $650,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,341,679 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,658,265 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $588,947 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $4,473,900 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,062,847 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,341,679 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,658,265 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,683,414 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,746,261 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $588,947 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,157,314 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $4,473,900 | ExcessFromYear1Amt |
| Excess From Current Year | $2,683,414 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (219 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABORTION FREEDOM PARTNERSHIP | ||||||||
| 14435C BIG BASIN WAY | SARATOGA | CA | 95070 | N/A | PC | PROJECT PIGGYBANK | $100,000 | |
| ABUNDANCE THERAPIES FOUNDATION | ||||||||
| 1838 18TH STREET | SANTA MONICA | CA | 90404 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ACT NOW COALITION | ||||||||
| 440 NORTH BARRANCA AVENUE SUITE | COVINA | CA | 91723 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | 6683 |
| ACTION FOR THE CLIMATE EMERGENCY | ||||||||
| 529 MAIN STREET | CHARLESTOWN | MA | 02129 | N/A | PC | STRATEGIC COMMUNICATION | $15,000 | |
| ACTIVATE 48 EDUCATION FUND | ||||||||
| 5716 N 19TH AVENUE | PHOENIX | AZ | 85015 | N/A | PC | GENERAL OPERATING SUPPORT | $110,000 | |
| ACTORS' FUND OF AMERICA DBA ENTERTAINMENT COMMUNITY FUND | ||||||||
| 729 SEVENTH AVENUE | NEW YORK | NY | 10019 | N/A | PC | ACTORS' FUND HOME | $7,500 | |
| ALABAMA AFRICAN AMERICAN CIVIL RIGHTS HERITAGE SITES CONSORTIUM | ||||||||
| 209 20TH STREET NORTH | BIRMINGHAM | AL | 35203 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| ALABAMA AFRICAN AMERICAN CIVIL RIGHTS HERITAGE SITES CONSORTIUM | ||||||||
| 209 20TH STREET NORTH | BIRMINGHAM | AL | 35203 | N/A | PC | OPERATING SUPPORT FOR HISTORIC CIVIL RIGHTS SITES | $100,000 | |
| ALASKA PUBLIC INTEREST RESEARCH GROUP | ||||||||
| PO BOX 201416 | ANCHORAGE | AK | 99520 | N/A | PC | ALASKA RAILBELT ENERGY COALITION CO-OP CAMPAIGNS | $50,000 | |
| ALLIANCE FOR YOUTH ORGANIZING | ||||||||
| 915 5TH STREET NW | WASHINGTON | DC | 20001 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| AMERICAN CIVIL LIBERTIES UNION OF ALABAMA FOUNDATION | ||||||||
| 900 S PERRY STREET SUITE B | MONTGOMERY | AL | 36104 | N/A | PC | REPRODUCTIVE RIGHTS AND JUSTICE | $100,000 | |
| AMERICAN CIVIL LIBERTIES UNION OF KENTUCKY FOUNDATION | ||||||||
| 325 W MAIN STREET SUITE 2210 | LOUISVILLE | KY | 40202 | N/A | PC | REPRODUCTIVE RIGHTS | $100,000 | |
| AMERICAN DOCUMENTARY | ||||||||
| 20 JAY STREET | BROOKLYN | NY | 11201 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| AMERICAN INDEPENDENT FOUNDATION | ||||||||
| 800 MAINE AVENUE SW | WASHINGTON | DC | 20024 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ANIMAL LEGAL DEFENSE FUND | ||||||||
| 525 EAST COTATI AVENUE | COTATI | CA | 94931 | N/A | PC | ANIMAL LAW EDUCATION, EXPERTISE AND OPPORTUNITIES FOR UNDER-RESOURCED COMMUNITIES | $121,000 | |
| APPALACHIAN ARTISAN CENTER OF KENTUCKY | ||||||||
| PO BOX 433 | HINDMAN | KY | 41822 | N/A | PC | FLOOD RECOVERY: MACHINERY | $35,000 | |
| APPALACHIAN VOICES | ||||||||
| 589 WEST KING STREET | BOONE | NC | 28607 | N/A | PC | CATALYZING CLEAN-ENERGY DISTRIBUTION AND ACCELERATED DECARBONIZATION | $75,000 | |
| APPALSHOP | ||||||||
| PO BOX 1325 | WHITESBURG | KY | 41858 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| ARTSREVIVE COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| PO BOX 2548 | SELMA | AL | 36702 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| ARTSREVIVE COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| PO BOX 2548 | SELMA | AL | 36702 | N/A | PC | STRATEGIC GROWTH AND STAFF SALARY AND BENEFITS | $60,000 | |
| ARTSREVIVE COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| PO BOX 2548 | SELMA | AL | 36702 | N/A | PC | PHOTOGRAPHIC NIGHTS OF SELMA | $35,000 | |
| ASPEN COMMUNITY FOUNDATION | ||||||||
| 455 GOLD RIVERS COURT SUITE 515 | BASALT | CO | 81621 | N/A | PC | CRADLE TO CAREER GIVING NETWORK | $10,000 | |
| ATHLETE ALLY | ||||||||
| 25 W 45TH STREET | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| AUSTIN TRINITY SCHOOL DBA TRINITY EPISCOPAL SCHOOL | ||||||||
| 3901 BEE CAVES ROAD | AUSTIN | TX | 78746 | N/A | PC | HORIZONS SUMMER PROGRAM | $25,000 | |
| BALLARD HIGH SCHOOL FOUNDATION | ||||||||
| PO BOX 17626 | SEATTLE | WA | 98127 | N/A | PC | FILM STUDIES PROGRAM | $10,000 | |
| BARD COLLEGE | ||||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | N/A | PC | THE FISHER CENTER | $17,000 | |
| BLACK BELT COMMUNITY FOUNDATION | ||||||||
| PO BOX 2020 | SELMA | AL | 36702 | N/A | PC | ARTIST RELIEF POST-TORNADO | $50,000 | |
| BLUE RIDGE ABORTION FUND | ||||||||
| PO BOX 5082 | CHARLOTTESVILLE | VA | 22905 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| BOTTOM THE | ||||||||
| 2340 E MAGNOLIA AVENUE | KNOXVILLE | TN | 37917 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| BOTTOM THE | ||||||||
| 2340 E MAGNOLIA AVENUE | KNOXVILLE | TN | 37917 | N/A | PC | COMMUNITY CERAMICS AND PODCAST STUDIO | $25,000 | |
| BREAKTHROUGH MIAMI | ||||||||
| 3250 SW 3RD AVENUE | MIAMI | FL | 33129 | N/A | PC | GENERAL OPERATING SUPPORT | $97,000 | |
| BVM CAPACITY BUILDING INSTITUTE | ||||||||
| 3645 MARKETPLACE BOULEVARD | EAST POINT | GA | 30344 | N/A | PC | PENNSYLVANIA CAPACITY BUILDING | $75,000 | |
| CAMP HAVEN | ||||||||
| 3256 US HIGHWAY 1 | VERO BEACH | FL | 32960 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CAROLINA FEDERATION FUND | ||||||||
| PO BOX 62212 | DURHAM | NC | 27715 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CAROLYN L FARRELL FOUNDATION FOR BRAIN HEALTH | ||||||||
| 26633 DETROIT ROAD | WESTLAKE | OH | 44145 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CENTER FOR COMMON GROUND | ||||||||
| 18459 PATRIOT LANE | RUTHER GLEN | VA | 22546 | N/A | PC | MOVEMENT LABS ELECTION OFFICIALS RESEARCH | $50,000 | |
| CENTER FOR POLITICAL ACCOUNTABILITY | ||||||||
| 1233 20TH STREET | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CERES | ||||||||
| 99 CHAUNCY STREET | BOSTON | MA | 02111 | N/A | PC | DECARBONIZING THE U.S. POWER SECTOR THROUGH CORPORATE, INVESTOR, AND BANK ACTION | $100,000 | |
| CHACRUNA INSTITUTE FOR PSYCHEDELIC PLANT MEDICINES | ||||||||
| 1650 CALIFORNIA STREET | SAN FRANCISCO | CA | 94109 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CHAPMAN PARTNERSHIP | ||||||||
| 1550 NORTH MIAMI AVENUE | MIAMI | FL | 33136 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| CHICAGO ABORTION FUND | ||||||||
| 333 W NORTH AVENUE SUITE 267 | CHICAGO | IL | 60610 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| CHICKEN & EGG PICTURES | ||||||||
| 55 WASHINGTON STREET | BROOKLYN | NY | 11201 | N/A | PC | GENERAL OPERATING SUPPORT | $12,000 | |
| CHILDCARE RESOURCES OF INDIAN RIVER | ||||||||
| 2300 5TH AVENUE SUITE 149 | VERO BEACH | FL | 32960 | N/A | PC | TUITION SUPPORT | $10,000 | |
| CHOICES CENTER FOR REPRODUCTIVE HEALTH | ||||||||
| 1203 POPLAR AVENUE | MEMPHIS | TN | 38104 | N/A | PC | CARBONDALE CLINIC | $100,000 | |
| CLEAN ENERGY WORKS | ||||||||
| 1666 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20009 | N/A | PC | SUPPORTING RURAL ELECTRIC COOPERATIVE CLEAN ENERGY INVESTMENTS | $125,000 | 100 |
| CLEAN ENERGY WORKS | ||||||||
| 1666 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20009 | N/A | PC | STRATEGIC SUPPORT FOR THE RURAL POWER COALITION, INCLUDING ALASKA | $300,000 | 100 |
| CLEVELAND FOUNDATION | ||||||||
| 6601 EUCLID AVENUE | CLEVELAND | OH | 44103 | N/A | PC | CUYAHOGA ARTS AND CULTURE GENERAL OPERATING SUPPORT | $41,000 | |
| CLIMATE DEMOCRACY INITIATIVE | ||||||||
| 1536 WYNKOOP STREET | DENVER | CO | 80202 | N/A | PC | GENERAL OPERATING SUPPORT | $107,000 | |
| COALFIELD DEVELOPMENT | ||||||||
| 2923 PARK AVENUE | HUNTINGTON | WV | 25704 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| COALFIELD DEVELOPMENT | ||||||||
| 2923 PARK AVENUE | HUNTINGTON | WV | 25704 | N/A | PC | BLACK BOX THEATER BUILD-OUT | $300,000 | |
| COLUMBIA LAND CONSERVANCY | ||||||||
| 49 MAIN STREET | CHATHAM | NY | 12037 | N/A | PC | GENERAL OPERATING SUPPORT | $7,000 | |
| COLUMBIA LAND CONSERVANCY | ||||||||
| 49 MAIN STREET | CHATHAM | NY | 12037 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| COMMON CAUSE EDUCATION FUND | ||||||||
| 805 15TH STREET | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| COMMON CAUSE EDUCATION FUND | ||||||||
| 805 15TH STREET | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| COMMON COUNSEL FOUNDATION | ||||||||
| 1624 FRANKLIN STREET | OAKLAND | CA | 94612 | N/A | PC | COLOR CONGRESS NATIONAL CONVENING | $30,000 | |
| COMMUNITY PARTNERS | ||||||||
| 1000 N ALAMEDA STREET | LOS ANGELES | CA | 90012 | N/A | PC | CIVICS CENTER GENERAL OPERATING SUPPORT | $12,000 | |
| CONSERVATION LAW FOUNDATION | ||||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | N/A | PC | LOCAL GRID ACCESS TO CLEAN ENERGY | $50,000 | |
| COWAN COMMUNITY ACTION GROUP | ||||||||
| PO BOX 268 | WHITESBURG | KY | 41858 | N/A | PC | GROWING HOME CONVENING 2024-25 AND STAFF SALARIES AND BENEFITS | $90,000 | |
| COWAN COMMUNITY ACTION GROUP | ||||||||
| PO BOX 268 | WHITESBURG | KY | 41858 | N/A | PC | FLOOD RECOVERY: GENERAL OPERATING SUPPORT | $25,000 | |
| DAY ONE EARLY LEARNING COMMUNITY | ||||||||
| 70 HOOKER AVENUE | POUGHKEEPSIE | NY | 12601 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| DAY ONE EARLY LEARNING COMMUNITY | ||||||||
| 70 HOOKER AVENUE | POUGHKEEPSIE | NY | 12601 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| DEMOCRACY NORTH CAROLINA | ||||||||
| 3000 AERIAL CENTER PARKWAY | MORRISVILLE | NC | 27560 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| DETROIT HORSE POWER | ||||||||
| 8425 W MCNICHOLS ROAD | DETROIT | MI | 48221 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| ECONOMIC OPPORTUNITIES COUNCIL OF INDIAN RIVER COUNTY | ||||||||
| 2455 ST LUCIE AVENUE | VERO BEACH | FL | 32960 | N/A | PC | HEAD START PROGRAM | $10,000 | |
| EDUCATE TOMORROW | ||||||||
| 217 NE 97TH STREET | MIAMI SHORES | FL | 33138 | N/A | PC | GENERAL OPERATING SUPPORT | $97,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 4000 WESTCHASE BOULEVARD | RALEIGH | NC | 27607 | N/A | PC | NORTH CAROLINA | $20,000 | |
| FARM SANCTUARY | ||||||||
| PO BOX 150 | WATKINS GLEN | NY | 14891 | N/A | PC | SANCTUARY IN ACTON, CALIFORNIA | $40,000 | |
| FLORIDA RIGHTS RESTORATION COALITION | ||||||||
| PO BOX 618147 | ORLANDO | FL | 32861 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| FOOT SOLDIERS PARK | ||||||||
| 1420 N MECHANIC STREET | SELMA | AL | 36703 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| FOOT SOLDIERS PARK | ||||||||
| 1420 N MECHANIC STREET | SELMA | AL | 36703 | N/A | PC | PARK DESIGN MANAGEMENT | $95,000 | |
| FOOT SOLDIERS PARK | ||||||||
| 1420 N MECHANIC STREET | SELMA | AL | 36703 | N/A | PC | DESIGN CONCEPT | $25,000 | |
| FOR THE LOVE OF PRIMATES | ||||||||
| 41 WENDELL ROAD SW | REYNOLDSBURG | OH | 43068 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| FORWARD MONTANA FOUNDATION | ||||||||
| PO BOX 2817 | MISSOULA | MT | 59806 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| FOUNDATION FOR APPALACHIAN KENTUCKY | ||||||||
| 420 MAIN STREET | HAZARD | KY | 41701 | N/A | PC | APPALACHIAN ARTS ALLIANCE CAPITAL CAMPAIGN CONTRIBUTION | $150,000 | |
| FOUNDATION FOR APPALACHIAN KENTUCKY | ||||||||
| 420 MAIN STREET | HAZARD | KY | 41701 | N/A | PC | APPALACHIA FUNDERS NETWORK GENERAL OPERATING SUPPORT | $15,000 | |
| FOUNDATION FOR APPALACHIAN KENTUCKY | ||||||||
| 420 MAIN STREET | HAZARD | KY | 41701 | N/A | PC | APPALACHIA FUNDERS NETWORK GENERAL OPERATING SUPPORT | $35,000 | |
| FRACTURED ATLAS | ||||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | N/A | PC | REMAINING NATIVE AT SCHH PRODUCTIONS | $30,000 | |
| FRANKLIN EDUCATION FORUM | ||||||||
| 800 MAINE AVENUE SW | WASHINGTON | DC | 20024 | N/A | PC | AMERICAN ACCOUNTABILITY PROJECT | $10,000 | |
| FRIENDS OF THE CHILDREN | ||||||||
| 44 NE MORRIS STREET | PORTLAND | OR | 97212 | N/A | PC | SEED CAPITAL FOR MIAMI CHAPTER | $164,000 | |
| FRIENDS OF THE CHILDREN | ||||||||
| 44 NE MORRIS STREET | PORTLAND | OR | 97212 | N/A | PC | SEED CAPITAL FOR MIAMI CHAPTER | $62,000 | |
| GARRISON INSTITUTE | ||||||||
| 14 MARYS WAY ROUTE 9D | GARRISON | NY | 10524 | N/A | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| GATEWAY SCHOOL OF NEW YORK | ||||||||
| 211 WEST 61ST STREET | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| GENDER IDEAL | ||||||||
| 20 PLAZA STREET EAST | BROOKLYN | NY | 11238 | N/A | PC | CORPORATE INDEX | $115,000 | |
| GUTTMACHER INSTITUTE | ||||||||
| 125 MAIDEN LANE 7 FLOOR | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HEMPHILL COMMUNITY CENTER | ||||||||
| PO BOX 142 | JACKHORN | KY | 41825 | N/A | PC | PROGRAMMING SUPPORT AND STAFF SALARIES | $45,000 | |
| HIGHLANDER RESEARCH & EDUCATION CENTER | ||||||||
| 1959 HIGHLANDER WAY | NEW MARKET | TN | 37820 | N/A | PC | STAY PROJECT GENERAL OPERATING SUPPORT | $25,000 | |
| HOPEWELL FUND | ||||||||
| 1828 L STREET NW | WASHINGTON | DC | 20036 | N/A | PC | REPRODUCTIVE HEALTH ACCOUNTABILITY FUND GENERAL OPERATING SUPPORT | $100,000 | |
| HOPEWELL FUND | ||||||||
| 1828 L STREET NW | WASHINGTON | DC | 20036 | N/A | PC | RESOURCES FOR ABORTION DELIVERY GENERAL OPERATING SUPPORT | $100,000 | |
| HOPEWELL FUND | ||||||||
| 1828 L STREET NW | WASHINGTON | DC | 20036 | N/A | PC | SOCIAL AND ECONOMIC STRATEGIES CENTER GENERAL OPERATING SUPPORT | $100,000 | |
| HUDSON VALLEY SHAKESPEARE FESTIVAL | ||||||||
| PO BOX 125 | GARRISON | NY | 10524 | N/A | PC | CAPITAL FUND | $27,000 | |
| HUDSON VALLEY SHAKESPEARE FESTIVAL | ||||||||
| PO BOX 125 | GARRISON | NY | 10524 | N/A | PC | CAPITAL CAMPAIGN | $25,000 | |
| IFWHENHOW | ||||||||
| 1714 FRANKLIN STREET | OAKLAND | CA | 94612 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| INDIAN RIVER LAND TRUST | ||||||||
| 3150 CARDINAL DRIVE | VERO BEACH | FL | 32963 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| INDUSTRIAL COMMONS | ||||||||
| PO BOX 71 | MORGANTON | NC | 28680 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| INDUSTRIAL COMMONS | ||||||||
| PO BOX 71 | MORGANTON | NC | 28680 | N/A | PC | ACCELERATING COMMON ECONOMIES INSTITUTE | $20,000 | |
| INDUSTRIAL COMMONS | ||||||||
| PO BOX 71 | MORGANTON | NC | 28680 | N/A | PC | TOSS (THE OLD SCHOOL STUDIO) | $25,000 | |
| INTERFAITH CENTER ON CORPORATE RESPONSIBILITY | ||||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10027 | N/A | PC | ESG EDUCATION | $105,000 | |
| INTERFAITH CENTER ON CORPORATE RESPONSIBILITY | ||||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10027 | N/A | PC | CLIMATE AND ESG SHAREHOLDER RIGHTS LEGAL FELLOWSHIP | $150,000 | |
| INTERFAITH CENTER ON CORPORATE RESPONSIBILITY | ||||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10027 | N/A | PC | NET ZERO BANKING | $100,000 | |
| KANSAS CIVIC ENGAGEMENT TABLE | ||||||||
| 200 W DOUGLAS AVENUE | WICHITA | KS | 67202 | N/A | PC | KANSAS VALUES INSTITUTE: FAIR COURTS EDUCATION | $75,000 | |
| KENTUCKY CIVIC ENGAGEMENT TABLE | ||||||||
| 2430 PORTLAND AVENUE | LOUISVILLE | KY | 40212 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| KING'S CANVAS THE | ||||||||
| 3066 ZELDA ROAD | MONTGOMERY | AL | 36106 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| KING'S CANVAS THE | ||||||||
| 3066 ZELDA ROAD | MONTGOMERY | AL | 36106 | N/A | PC | SPACE BUILD-OUT, STRATEGIC SUPPORT, AND STAFF SALARIES | $45,000 | |
| KING'S CANVAS THE | ||||||||
| 3066 ZELDA ROAD | MONTGOMERY | AL | 36106 | N/A | PC | STUDIO BUILD OUT | $25,000 | |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | ||||||||
| 740 15TH STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| LEAGUE OF WOMEN VOTERS OF PENNSYLVANIA CITIZEN EDUCATION FUND | ||||||||
| 922 N 3RD STREET | HARRISBURG | PA | 17102 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| LESBIAN AND GAY COMMUNITY SERVICES CENTER | ||||||||
| 208 W 13TH STREET | NEW YORK | NY | 10011 | N/A | PC | DEREK AND ROMAINE INTERN PROGRAM | $2,000 | |
| LOS ANGELES CONSERVANCY | ||||||||
| 523 W SIXTH STREET SUITE 826 | LOS ANGELES | CA | 90014 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| MAYDAY MEDICINES DBA MAYDAY HEALTH | ||||||||
| 442 5TH AVENUE | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| MICHIGAN CIVIC EDUCATION FUND | ||||||||
| 28342 DARTMOUTH STREET | MADISON HEIGHTS | MI | 48071 | N/A | PC | LEADERSHIP TRAINING | $25,000 | |
| MISSOURI JOBS WITH JUSTICE | ||||||||
| 2725 CLIFTON AVENUE | SAINT LOUIS | MO | 63139 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| MOTIVATIONAL EDGE THE | ||||||||
| 1550 NW 36TH STREET | MIAMI | FL | 33142 | N/A | PC | GENERAL OPERATING SUPPORT | $97,000 | |
| MULTIDISCIPLINARY ASSOCIATION FOR PSYCHEDELIC STUDIES | ||||||||
| 3141 STEVENS CREEK BOULEVARD | SAN JOSE | CA | 95117 | N/A | PC | ALMA INSTITUTE GENERAL OPERATING SUPPORT | $20,000 | |
| NATIONAL CAUCUS OF ENVIRONMENTAL LEGISLATORS | ||||||||
| 1100 H STREET NW | WASHINGTON | DC | 20005 | N/A | PC | BUILDING CHAMPIONS FOR REGIONAL NET ZERO GRIDS | $125,000 | |
| NEO PHILANTHROPY | ||||||||
| 1001 AVENUE OF THE AMERICAS | NEW YORK | NY | 10018 | N/A | PC | ALASKA VOTER HUB LIST BUILDING AT PROGRESS ALASKA | $105,000 | |
| NEO PHILANTHROPY | ||||||||
| 1001 AVENUE OF THE AMERICAS | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT FOR PROGRESS ALASKA ALASKA VOTER HUB, FORMERLY AKCES | $75,000 | |
| NEW RIVER ABORTION ACCESS FUND | ||||||||
| PO BOX 10701 | BLACKSBURG | VA | 24062 | N/A | PC | GENERAL OPERATING SUPPORT AND CAPACITY-BUILDING | $77,000 | |
| NEW YORK UNIVERSITY SCHOOL OF MEDICINE | ||||||||
| SPONSORED PROGRAMS ADMINISTRATION | NEW YORK | NY | 10016 | N/A | PC | STUDY ON ABORTION RESTRICTIONS AND MATERNAL MORBIDITY | $100,000 | ONE PARK AVENUE 6TH FLOOR |
| NORTH CAROLINA ASIAN AMERICANS TOGETHER | ||||||||
| 711 HILLSBOROUGH STREET | RALEIGH | NC | 27603 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NORTH CAROLINA ASIAN AMERICANS TOGETHER | ||||||||
| 711 HILLSBOROUGH STREET | RALEIGH | NC | 27603 | N/A | PC | GENERAL OPERATING SUPPORT | $7,000 | |
| NORTH CAROLINA BLACK ALLIANCE | ||||||||
| PO BOX 27886 | RALEIGH | NC | 27611 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NORTH CAROLINA COASTAL FEDERATION | ||||||||
| 3609 HIGHWAY 24 | NEWPORT | NC | 28570 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NORTH CAROLINA COASTAL FEDERATION | ||||||||
| 3609 HIGHWAY 24 | NEWPORT | NC | 28570 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| NORTH CAROLINA CONSERVATION NETWORK | ||||||||
| 234 FAYETTEVILLE STREET | RALEIGH | NC | 27601 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NORTH CAROLINA CONSERVATION NETWORK | ||||||||
| 234 FAYETTEVILLE STREET | RALEIGH | NC | 27601 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| NORTH CAROLINA SUSTAINABLE ENERGY ASSOCIATION | ||||||||
| 4441 SIX FORKS ROAD SUITE 106-250 | RALEIGH | NC | 27609 | N/A | PC | GENERAL OPERATING SUPPORT | $12,000 | |
| NORTHERN DUTCHESS HOSPITAL | ||||||||
| C/O NORTHERN DUTCHESS HOSPITAL | NEW YORK | NY | 10087 | N/A | PC | PRESIDENT'S FUND | $10,000 | FOUNDATION PO BOX 22539 |
| NW ENERGY COALITION | ||||||||
| 811 FIRST AVENUE | SEATTLE | WA | 98104 | N/A | PC | WESTERN MARKETS AND TRANSMISSION PLANNING | $125,000 | |
| OCCIDENTAL COLLEGE | ||||||||
| 1600 CAMPUS ROAD M-20 | LOS ANGELES | CA | 90041 | N/A | PC | OMAR PAXSON SCHOLARSHIP | $10,000 | |
| OLANA PARTNERSHIP | ||||||||
| PO BOX 199 | HUDSON | NY | 12534 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| OPPORTUNITY ALABAMA | ||||||||
| 1320 1ST AVENUE S | BIRMINGHAM | AL | 35233 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| OREGON ENVIRONMENTAL COUNCIL | ||||||||
| PO BOX 14822 | PORTLAND | OR | 97293 | N/A | PC | OREGON CLEAN GRID COLLABORATIVE | $75,000 | |
| PARADISE GARDEN FOUNDATION | ||||||||
| 200 N LEWIS STREET | SUMMERVILLE | GA | 30747 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| PARADISE GARDEN FOUNDATION | ||||||||
| 200 N LEWIS STREET | SUMMERVILLE | GA | 30747 | N/A | PC | VISION CAMPAIGN | $250,000 | |
| PARADISE GARDEN FOUNDATION | ||||||||
| 200 N LEWIS STREET | SUMMERVILLE | GA | 30747 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| PEOPLE FOR THE AMERICAN WAY FOUNDATION | ||||||||
| 1101 15TH STREET NW | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PEOPLE FOR THE AMERICAN WAY FOUNDATION | ||||||||
| 1101 15TH STREET NW | WASHINGTON | DC | 20005 | N/A | PC | DEFEND THE BLACK VOTE | $10,000 | |
| PHYSICIANS FOR REPRODUCTIVE HEALTH | ||||||||
| PO BOX 35 | HARTFORD | NY | 10530 | N/A | PC | GENERAL OPERATING SUPPORT | $17,000 | |
| PIEDMONT FARM ANIMAL REFUGE | ||||||||
| 7236 NC HIGHWAY 87 N | PITTSBORO | NC | 27312 | N/A | PC | GENERAL OPERATING SUPPORT | $23,000 | |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | ||||||||
| 784 HERCULES DRIVE SUITE 110 | COLCHESTER | VT | 05446 | N/A | PC | LAURA FUND | $5,000 | |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASURE COAST | ||||||||
| 2300 N FLORIDA MANGO ROAD | WEST PALM BEACH | FL | 33409 | N/A | PC | ACCESS TO CARE | $10,000 | |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASURE COAST | ||||||||
| 2300 N FLORIDA MANGO ROAD | WEST PALM BEACH | FL | 33409 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| PLANNED PARENTHOOD SOUTH ATLANTIC | ||||||||
| 100 S BOYLAN AVENUE | RALEIGH | NC | 27603 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PLAYHOUSE SQUARE FOUNDATION | ||||||||
| 1501 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | PC | GENERAL OPERATING SUPPORT | $41,000 | |
| POINT SOURCE YOUTH | ||||||||
| 215 PARK AVENUE SOUTH | NEW YORK | NY | 10003 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| PORTLAND VA RESEARCH FOUNDATION | ||||||||
| PO BOX 19832 | PORTLAND | OR | 97280 | N/A | PC | SOCIAL NEUROSCIENCE AND PSYCHOTHERAPY (SNAP) LAB: ETHICAL ATTITUDES, CONCERNS AND PRIORITIES SURVEY | $29,000 | |
| POWER TO DECIDE | ||||||||
| 1776 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | ALL ACCESS EASTERN KENTUCKY | $200,000 | |
| PROGRESS FLORIDA EDUCATION INSTITUTE | ||||||||
| 200 2ND AVENUE SOUTH SUITE 808 | ST PETERSBURG | FL | 33701 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| PROGRESS NORTH CAROLINA | ||||||||
| PO BOX 865 | RALEIGH | NC | 27602 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| PROGRESS NORTH CAROLINA | ||||||||
| PO BOX 865 | RALEIGH | NC | 27602 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PROGRESS TEXAS INSTITUTE | ||||||||
| PO BOX 132162 | DALLAS | TX | 75313 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| PUTNEY SCHOOL THE | ||||||||
| 418 HOUGHTON BROOK ROAD | PUTNEY | VT | 05346 | N/A | PC | ANNUAL GIVING CHALLENGE | $10,000 | |
| PUTNEY SCHOOL THE | ||||||||
| 418 HOUGHTON BROOK ROAD | PUTNEY | VT | 05346 | N/A | PC | FIBER ARTS PROGRAM, IN HONOR OF LIBBY MILLS | $10,000 | |
| REASON FOR HOPE | ||||||||
| 235 E 49TH STREET | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING SUPPORT | $208,000 | |
| REFUGEPOINT | ||||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| RENEWABLE ENERGY ALASKA PROJECT | ||||||||
| 308 G STREET | ANCHORAGE | AK | 99501 | N/A | PC | 21ST CENTURY RATE DESIGN IN ALASKA | $75,000 | |
| RENEWABLE NORTHWEST | ||||||||
| 421 SW 6TH AVENUE SUITE 1400 | PORTLAND | OR | 97204 | N/A | PC | ADVANCING NET ZERO GRID IN THE WEST | $75,000 | |
| RENEWALL | ||||||||
| 610 14TH STREET WEST | HUNTINGTON | WV | 25704 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| RENEWALL | ||||||||
| 610 14TH STREET WEST | HUNTINGTON | WV | 25704 | N/A | PC | CAPACITY BUILDING SUPPORT | $25,000 | |
| REPRESENT US EDUCATION FUND | ||||||||
| PO BOX 60008 | FLORENCE | MA | 01062 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| REPRODUCTIVE EQUITY NOW FOUNDATION | ||||||||
| 1 FEDERAL STREET 5TH FLOOR | BOSTON | MA | 02110 | N/A | PC | ABORTION LEGAL HOTLINE | $100,000 | |
| REPRODUCTIVE HEALTH INVESTORS ALLIANCE | ||||||||
| 47 KEARNY STREET | SAN FRANCISCO | CA | 94108 | N/A | PC | CORPORATE ENGAGEMENT PROGRAM | $125,000 | |
| RHIZOME ACTION NETWORK | ||||||||
| 1403 NE 82ND STREET | SEATTLE | WA | 98115 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| RIFFRAFF ARTS COLLECTIVE | ||||||||
| 869 MERCER STREET | PRINCETON | WV | 24740 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| RIFFRAFF ARTS COLLECTIVE | ||||||||
| 869 MERCER STREET | PRINCETON | WV | 24740 | N/A | PC | ARTS PROGRAMMING - CAPACITY BUILDING SUPPORT | $110,000 | |
| ROCKY MOUNTAIN INSTITUTE | ||||||||
| 2490 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | N/A | PC | ADVANCING WESTERN WHOLESALE ENERGY MARKETS | $125,000 | |
| ROCKY MOUNTAIN INSTITUTE | ||||||||
| 2490 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | N/A | PC | INVESTMENT DRIVEN DECARBONIZATION OF UTILITY SECTOR (RMI ENACT INDEX) | $150,000 | |
| ROCKY MOUNTAIN INSTITUTE | ||||||||
| 2490 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | N/A | PC | PATHWAYS TOWARD A REGIONAL WESTERN GRID | $75,000 | |
| SAN JUAN CITIZENS ALLIANCE | ||||||||
| 1309 E 3RD AVENUE SUITE 5 | DURANGO | CO | 81302 | N/A | PC | RURAL ELECTRIC COOPERATIVE ELECTION TOOLKIT GENERAL OPERATING SUPPORT | $135,000 | |
| SAN JUAN CITIZENS ALLIANCE | ||||||||
| 1309 E 3RD AVENUE SUITE 5 | DURANGO | CO | 81302 | N/A | PC | RURAL ELECTRIC COOPERATIVE ELECTIONS TOOLKIT | $135,000 | |
| SCORE CLEVELAND | ||||||||
| 1350 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| SELMA CENTER FOR NONVIOLENCE TRUTH & RECONCILIATION | ||||||||
| 8 MULBERRY ROAD | SELMA | AL | 36703 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| SELMA CENTER FOR NONVIOLENCE TRUTH & RECONCILIATION | ||||||||
| 8 MULBERRY ROAD | SELMA | AL | 36703 | N/A | PC | SALARY AND BENEFITS FOR THE SUSTAINABLE TOURISM DIRECTOR | $50,000 | |
| SEQUOIA CENTER | ||||||||
| 5200 S MACADAM AVENUE | PORTLAND | OR | 97239 | N/A | PC | GENERAL OPERATING SUPPORT | $29,000 | |
| SHREVEPORT REGIONAL ARTS COUNCIL | ||||||||
| 801 CROCKETT STREET | SHREVEPORT | LA | 71101 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| SHREVEPORT REGIONAL ARTS COUNCIL | ||||||||
| 801 CROCKETT STREET | SHREVEPORT | LA | 71101 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SISTERS IN CINEMA | ||||||||
| 7140 S YATES BOULEVARD | CHICAGO | IL | 60649 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| SOCIAL GOOD FUND | ||||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | N/A | PC | FIRESIDE PROJECT | $20,000 | |
| SOLAR UNITED NEIGHBORS | ||||||||
| 1350 CONNECTICUT AVENUE | WASHINGTON | DC | 20036 | N/A | PC | CLEAN ENERGY TRANSITION FOR RURAL ELECTRIC CO-OPS | $100,000 | |
| SOUTH ARTS | ||||||||
| 1800 PEACHTREE STREET NW | ATLANTA | GA | 30309 | N/A | PC | CREATIVE PLACEMAKING COMMUNITIES: SOUTHERN CREATIVE PLACEMAKING LEADERSHIP SUMMIT | $35,000 | |
| SOUTH FLORIDA AFTER-SCHOOL ALL-STARS | ||||||||
| 11200 SW 8TH STREET | MIAMI | FL | 33199 | N/A | PC | GENERAL OPERATING SUPPORT | $97,000 | |
| SOUTHEAST ENERGY EFFICIENCY ALLIANCE | ||||||||
| 100 PEACHTREE STREET NW | ATLANTA | GA | 30303 | N/A | PC | CLIMATE IMPACT THROUGH HOUSING AND ENERGY EQUITY | $150,000 | |
| SOUTHERN ENVIRONMENTAL LAW CENTER | ||||||||
| 120 GARRETT STREET | CHARLOTTESVILLE | VA | 22902 | N/A | PC | CURBING POLLUTION FROM INDUSTRIAL FARMING OPERATIONS IN NORTH CAROLINA | $120,000 | |
| SOUTHERN ENVIRONMENTAL LAW CENTER | ||||||||
| 120 GARRETT STREET | CHARLOTTESVILLE | VA | 22902 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| ST PAUL & RAMSEY COUNTY DOMESTIC ABUSE INTERVENTION PROJECT | ||||||||
| 394 DAYTON AVENUE | SAINT PAUL | MN | 55104 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| STATE INNOVATION EXCHANGE | ||||||||
| PO BOX 260230 | MADISON | WI | 53726 | N/A | PC | REPRODUCTIVE RIGHTS | $100,000 | |
| STATE LEADERSHIP PROJECT | ||||||||
| PO BOX 223 | RALEIGH | NC | 27602 | N/A | PC | GENERAL OPERATING SUPPORT AND SOUTHERN WORKING GROUP PROJECT | $35,000 | |
| STORM KING ART CENTER | ||||||||
| 1 MUSEUM ROAD | NEW WINDSOR | NY | 12553 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| TBA FUND | ||||||||
| 690 MAIN STREET SUITE 27 | SAFETY HARBOR | FL | 33695 | N/A | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| THANK YOU LIFE | ||||||||
| 7908 FINCH TRAIL | AUSTIN | TX | 78745 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| THOMAS COLE HISTORIC HOUSE | ||||||||
| 218 SPRING STREET | CATSKILL | NY | 12414 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THOMAS COLE HISTORIC HOUSE | ||||||||
| 218 SPRING STREET | CATSKILL | NY | 12414 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| THOMAS COLE HISTORIC HOUSE | ||||||||
| 218 SPRING STREET | CATSKILL | NY | 12414 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| TIDES CENTER | ||||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | N/A | PC | FOR THE MANY EDUCATION FUND GENERAL OPERATING SUPPORT | $20,000 | |
| TORRANCE MEMORIAL MEDICAL CENTER HEALTH CARE FOUNDATION | ||||||||
| 3330 LOMITA BLVD | TORRANCE | CA | 90505 | N/A | PC | TECHNOLOGY SUPPORT FOR ONCOLOGY DEPARTMENT | $25,000 | |
| TRUST WOMEN FOUNDATION | ||||||||
| PO BOX 3222 | WICHITA | KS | 67201 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| TRUST WOMEN FOUNDATION | ||||||||
| PO BOX 3222 | WICHITA | KS | 67201 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| UNION OF CONCERNED SCIENTISTS | ||||||||
| TWO BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | N/A | PC | CENTER FOR SCIENCE AND DEMOCRACY | $12,000 | |
| UNITED AGAINST POVERTY INDIAN RIVER COUNTY | ||||||||
| 1400 27TH STREET | VERO BEACH | FL | 32960 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | ||||||||
| CB 3235 | CHAPEL HILL | NC | 27599 | N/A | PC | GENERAL OPERATING SUPPORT FOR PLAYMAKERS REPERTORY COMPANY | $5,000 | |
| UPSTATE FILMS | ||||||||
| 6415 MONTGOMERY STREET | RHINEBECK | NY | 12572 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| UPSTATE FILMS | ||||||||
| 6415 MONTGOMERY STREET | RHINEBECK | NY | 12572 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| UPSTATE FILMS | ||||||||
| 6415 MONTGOMERY STREET | RHINEBECK | NY | 12572 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| UPSTATE FILMS | ||||||||
| 6415 MONTGOMERY STREET | RHINEBECK | NY | 12572 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| VARIETY CHILDREN'S HOSPITAL | ||||||||
| 3100 SW 62ND AVENUE | MIAMI | FL | 33155 | N/A | PC | YOU CAN'T POUR FROM AN EMPTY CUP FUND | $60,000 | |
| VOTER FORMATION PROJECT | ||||||||
| 712 H STREET NE PMB 41 | WASHINGTON | DC | 20002 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| VOTER PARTICIPATION CENTER | ||||||||
| 1707 L STREET NW | WASHINGTON | DC | 20036 | N/A | PC | GET OUT THE VOTE WORK | $10,000 | |
| WESTERN RESOURCE ADVOCATES | ||||||||
| 2260 BASELINE ROAD SUITE 200 | BOULDER | CO | 80302 | N/A | PC | GREENHOUSE GAS ACCOUNTING AND REPORTING | $75,000 | |
| WESTSIDE FAMILY HEALTH CENTER | ||||||||
| 3861 SEPULVEDA BOULEVARD | CULVER CITY | CA | 90230 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| WESTSIDE FOOD BANK | ||||||||
| 1710 22ND STREET | SANTA MONICA | CA | 90404 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| WILLIAM KING MUSEUM OF ART | ||||||||
| PO BOX 2256 | ABINGDON | VA | 24212 | N/A | PC | GENERAL OPERATING SUPPORT: ART LAB | $75,000 | |
| WILLIAM KING MUSEUM OF ART | ||||||||
| PO BOX 2256 | ABINGDON | VA | 24212 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| WOMEN'S EMERGENCY NETWORK | ||||||||
| PO BOX 566392 | MIAMI | FL | 33256 | N/A | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| WORLD MONUMENTS FUND | ||||||||
| 600 FIFTH AVENUE | NEW YORK | NY | 10020 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| WORMFARM INSTITUTE | ||||||||
| 28 E MAIN STREET | REEDSBURG | WI | 53959 | N/A | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| WORMFARM INSTITUTE | ||||||||
| 28 E MAIN STREET | REEDSBURG | WI | 53959 | N/A | PC | GENERAL OPERATING SUPPORT | $135,000 | |
| WV CITIZEN ACTION EDUCATION FUND | ||||||||
| 1500 DIXIE STREET | CHARLESTON | WV | 25311 | N/A | PC | WEST VIRGINIA CIVIC ENGAGEMENT TABLE GENERAL OPERATING SUPPORT | $25,000 | |
| YOU CAN VOTE | ||||||||
| 2726 CROASDAILE DRIVE | DURHAM | NC | 27705 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| YOUNG CENTER FOR IMMIGRANT CHILDREN'S RIGHTS | ||||||||
| 2245 S MICHIGAN AVENUE | CHICAGO | IL | 60616 | N/A | PC | LEGAL FELLOW FOR HEALTH JUSTICE | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,419,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABORTION FREEDOM PARTNERSHIP | ||||||||
| 14435C BIG BASIN WAY | SARATOGA | CA | 95070 | N/A | PC | PROJECT PIGGYBANK | $100,000 | |
| ACTIVATE 48 EDUCATION FUND | ||||||||
| 5716 N 19TH AVENUE | PHOENIX | AZ | 85015 | N/A | PC | GENERAL OPERATING SUPPORT | $110,000 | |
| AMERICAN CIVIL LIBERTIES UNION OF ALABAMA FOUNDATION | ||||||||
| 900 S PERRY STREET SUITE B | MONTGOMERY | AL | 36104 | N/A | PC | REPRODUCTIVE RIGHTS AND JUSTICE | $100,000 | |
| AMERICAN CIVIL LIBERTIES UNION OF KENTUCKY FOUNDATION | ||||||||
| 325 W MAIN STREET SUITE 2210 | LOUISVILLE | KY | 40202 | N/A | PC | REPRODUCTIVE RIGHTS | $100,000 | |
| APPALACHIAN VOICES | ||||||||
| 589 WEST KING STREET | BOONE | NC | 28607 | N/A | PC | CATALYZING CLEAN-ENERGY DISTRIBUTION AND ACCELERATED DECARBONIZATION | $75,000 | |
| APPALSHOP | ||||||||
| PO BOX 1325 | WHITESBURG | KY | 41858 | N/A | PC | COMMUNITY DEVELOPMENT: GENERAL OPERATIONS | $75,000 | |
| ARTSREVIVE COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| PO BOX 2548 | SELMA | AL | 36702 | N/A | PC | STRATEGIC GROWTH AND STAFF SALARY AND BENEFITS | $60,000 | |
| BLUE RIDGE ABORTION FUND | ||||||||
| PO BOX 5082 | CHARLOTTESVILLE | VA | 22905 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| BVM CAPACITY BUILDING INSTITUTE | ||||||||
| 3645 MARKETPLACE BOULEVARD | EAST POINT | GA | 30344 | N/A | PC | PENNSYLVANIA CAPACITY BUILDING | $75,000 | |
| CAROLINA FEDERATION FUND | ||||||||
| PO BOX 62212 | DURHAM | NC | 27715 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CENTER FOR COMMON GROUND | ||||||||
| 18459 PATRIOT LANE | RUTHER GLEN | VA | 22546 | N/A | PC | MOVEMENT LABS ELECTION OFFICIALS RESEARCH | $75,000 | |
| CLEAN ENERGY WORKS | ||||||||
| 1666 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20009 | N/A | PC | SUPPORTING RURAL ELECTRIC COOPERATIVE CLEAN ENERGY INVESTMENTS | $125,000 | 100 |
| COMMON CAUSE EDUCATION FUND | ||||||||
| 805 15TH STREET | WASHINGTON | DC | 20005 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| COWAN COMMUNITY ACTION GROUP | ||||||||
| PO BOX 268 | WHITESBURG | KY | 41858 | N/A | PC | GROWING HOME CONVENING 2024-25 AND STAFF SALARIES AND BENEFITS | $90,000 | |
| FOOT SOLDIERS PARK | ||||||||
| 1420 N MECHANIC STREET | SELMA | AL | 36703 | N/A | PC | PARK DESIGN MANAGEMENT | $95,000 | |
| GENDER IDEAL | ||||||||
| 20 PLAZA STREET EAST | BROOKLYN | NY | 11238 | N/A | PC | CORPORATE INDEX | $100,000 | |
| HEMPHILL COMMUNITY CENTER | ||||||||
| PO BOX 142 | JACKHORN | KY | 41825 | N/A | PC | PROGRAMMING SUPPORT AND STAFF SALARIES | $45,000 | |
| HOPEWELL FUND | ||||||||
| 1828 L STREET NW | WASHINGTON | DC | 20036 | N/A | PC | RAD GENERAL OPERATING SUPPORT | $100,000 | |
| HOPEWELL FUND | ||||||||
| 1828 L STREET NW | WASHINGTON | DC | 20036 | N/A | PC | SOCIAL AND ECONOMIC STRATEGIES CENTER GENERAL OPERATING SUPPORT | $100,000 | |
| KENTUCKY CIVIC ENGAGEMENT TABLE | ||||||||
| 2430 PORTLAND AVENUE | LOUISVILLE | KY | 40212 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| KENTUCKY CIVIC ENGAGEMENT TABLE | ||||||||
| 2430 PORTLAND AVENUE | LOUISVILLE | KY | 40212 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| KING'S CANVAS THE | ||||||||
| 3066 ZELDA ROAD | MONTGOMERY | AL | 36106 | N/A | PC | SPACE BUILD-OUT, STRATEGIC SUPPORT, AND STAFF SALARIES | $45,000 | |
| MAYDAY MEDICINES DBA MAYDAY HEALTH | ||||||||
| 442 5TH AVENUE | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| NATIONAL CAUCUS OF ENVIRONMENTAL LEGISLATORS | ||||||||
| 1100 H STREET NW | WASHINGTON | DC | 20005 | N/A | PC | BUILDING CHAMPIONS FOR REGIONAL NET ZERO GRIDS | $125,000 | |
| NEO PHILANTHROPY | ||||||||
| 1001 AVENUE OF THE AMERICAS | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING SUPPORT FOR PROGRESS ALASKA ALASKA VOTER HUB, FORMERLY AKCES | $75,000 | |
| NEW RIVER ABORTION ACCESS FUND | ||||||||
| PO BOX 10701 | BLACKSBURG | VA | 24062 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NORTH CAROLINA ASIAN AMERICANS TOGETHER | ||||||||
| 711 HILLSBOROUGH STREET | RALEIGH | NC | 27603 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NW ENERGY COALITION | ||||||||
| 811 FIRST AVENUE | SEATTLE | WA | 98104 | N/A | PC | WESTERN MARKETS AND TRANSMISSION PLANNING | $125,000 | |
| OREGON ENVIRONMENTAL COUNCIL | ||||||||
| PO BOX 14822 | PORTLAND | OR | 97293 | N/A | PC | OREGON CLEAN GRID COLLABORATIVE | $75,000 | |
| PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY | ||||||||
| 2001 E MADISON STREET | SEATTLE | WA | 98122 | N/A | PC | HEALTH CENTERS IN LOUISVILLE AND LEXINGTON | $100,000 | |
| PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY | ||||||||
| 2001 E MADISON STREET | SEATTLE | WA | 98122 | N/A | PC | HEALTH CENTERS IN LOUISVILLE AND LEXINGTON | $100,000 | |
| POWER TO DECIDE | ||||||||
| 1776 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | ALL ACCESS EASTERN KENTUCKY | $100,000 | |
| PROGRESS NORTH CAROLINA | ||||||||
| PO BOX 865 | RALEIGH | NC | 27602 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| RENEWABLE ENERGY ALASKA PROJECT | ||||||||
| 308 G STREET | ANCHORAGE | AK | 99501 | N/A | PC | 21ST CENTURY RATE DESIGN IN ALASKA | $75,000 | |
| RENEWABLE NORTHWEST | ||||||||
| 421 SW 6TH AVENUE SUITE 1400 | PORTLAND | OR | 97204 | N/A | PC | ADVANCING NET ZERO GRID IN THE WEST | $75,000 | |
| REPRODUCTIVE HEALTH INVESTORS ALLIANCE | ||||||||
| 47 KEARNY STREET | SAN FRANCISCO | CA | 94108 | N/A | PC | CORPORATE ENGAGEMENT PROGRAM | $200,000 | |
| REPRODUCTIVE HEALTH INVESTORS ALLIANCE | ||||||||
| 47 KEARNY STREET | SAN FRANCISCO | CA | 94108 | N/A | PC | CORPORATE ENGAGEMENT PROGRAM | $145,000 | |
| REPRODUCTIVE HEALTH INVESTORS ALLIANCE | ||||||||
| 47 KEARNY STREET | SAN FRANCISCO | CA | 94108 | N/A | PC | CORPORATE ENGAGEMENT PROGRAM | $55,000 | |
| RHIZOME ACTION NETWORK | ||||||||
| 1403 NE 82ND STREET | SEATTLE | WA | 98115 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| RIFFRAFF ARTS COLLECTIVE | ||||||||
| 869 MERCER STREET | PRINCETON | WV | 24740 | N/A | PC | ARTS PROGRAMMING - CAPACITY BUILDING SUPPORT | $110,000 | |
| SAN JUAN CITIZENS ALLIANCE | ||||||||
| 1309 E 3RD AVENUE SUITE 5 | DURANGO | CO | 81302 | N/A | PC | RURAL ELECTRIC COOPERATIVE ELECTION TOOLKIT GENERAL OPERATING SUPPORT | $135,000 | |
| SOLAR UNITED NEIGHBORS | ||||||||
| 1350 CONNECTICUT AVENUE | WASHINGTON | DC | 20036 | N/A | PC | CLEAN ENERGY TRANSITION FOR RURAL ELECTRIC CO-OPS | $100,000 | |
| STATE INNOVATION EXCHANGE | ||||||||
| PO BOX 260230 | MADISON | WI | 53726 | N/A | PC | REPRODUCTIVE RIGHTS | $100,000 | |
| STATE LEADERSHIP PROJECT | ||||||||
| PO BOX 223 | RALEIGH | NC | 27602 | N/A | PC | GENERAL OPERATING SUPPORT AND SOUTHERN WORKING GROUP PROJECT | $35,000 | |
| TRUST WOMEN FOUNDATION | ||||||||
| PO BOX 3222 | WICHITA | KS | 67201 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| VOTER FORMATION PROJECT | ||||||||
| 712 H STREET NE PMB 41 | WASHINGTON | DC | 20002 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| WESTERN RESOURCE ADVOCATES | ||||||||
| 2260 BASELINE ROAD SUITE 200 | BOULDER | CO | 80302 | N/A | PC | GREENHOUSE GAS ACCOUNTING AND REPORTING | $75,000 | |
| WOMEN'S HEALTH CENTER OF WEST VIRGINIA | ||||||||
| PO BOX 20580 | CHARLESTON | WV | 25362 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| WOMEN'S HEALTH CENTER OF WEST VIRGINIA | ||||||||
| PO BOX 20580 | CHARLESTON | WV | 25362 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| WORMFARM INSTITUTE | ||||||||
| 28 E MAIN STREET | REEDSBURG | WI | 53959 | N/A | PC | GENERAL OPERATING SUPPORT | $135,000 | |
| WV CITIZEN ACTION EDUCATION FUND | ||||||||
| 1500 DIXIE STREET | CHARLESTON | WV | 25311 | N/A | PC | WEST VIRGINIA CIVIC ENGAGEMENT TABLE GENERAL OPERATING SUPPORT | $25,000 | |
| YOUNG CENTER FOR IMMIGRANT CHILDREN'S RIGHTS | ||||||||
| 2245 S MICHIGAN AVENUE | CHICAGO | IL | 60616 | N/A | PC | LEGAL FELLOW FOR HEALTH JUSTICE | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,385,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $431,451 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $117 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,960,139 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,076 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,730,052 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| ORDINARY BUSINESS INCOME (LOSS) THRU SCHEDULE K-1'S | 901101 | -$68 | ||
| OTHER INCOME (LOSS) THRU SCHEDULE K-1 | 01 | -$108,553 | ||
| STATE UNRELATED BUSINESS INCOME TAX REFUND | 01 | $103 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $49 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,015,268 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,015,317 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FINANCIAL STATEMENT AUDIT | $25,500 | $0 | $25,500 |
| TAX RETURN PREPARATION | $12,187 | $0 | $12,187 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVEST APPALACHIA - CATALYTIC CAPITAL TO ADVANCE THE CLEAN ENERGY ECONOMY IN RURAL APPALACHIA | Desc |
| Amt | $150,000 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (275 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| A O SMITH CORPORATION (AOS) 2,531.000 SHARES | $208,656 | $208,656 |
| ABB LTD (ABBNY) 6,508.000 SHARES | $288,422 | $288,422 |
| ABBVIE INC (ABBV) 3,945.000 SHARES | $611,357 | $611,357 |
| ACCENTURE PLC IRELAND SHS CL A (ACN) 1,589.000 SHARES | $557,596 | $557,596 |
| ACI WORLDWIDE INC (ACIW) 7,390.000 SHARES | $226,134 | $226,134 |
| ADOBE INC (ADBE) 1,096.000 SHARES | $653,874 | $653,874 |
| ADOBE INC COMMON STOCK (ADBE) 2,128.000 SHARES | $1,269,565 | $1,269,565 |
| ADYEN N V (ADYEY) 20,479.000 SHARES | $263,913 | $263,913 |
| ADYEN N V (ADYEY) 20,987.000 SHARES | $270,459 | $270,459 |
| AERCAP HOLDINGS NV (AER) 5,289.000 SHARES | $393,078 | $393,078 |
| AGILENT TECHNOLOGIES INC (A) 4,331.000 SHARES | $602,139 | $602,139 |
| AIA GROUP LTD (AAGIY) 7,265.000 SHARES | $253,251 | $253,251 |
| AIA GROUP LTD (AAGIY) 9,775.000 SHARES | $340,747 | $340,747 |
| AIR LIQUIDE (AIQUY) 12,106.000 SHARES | $471,044 | $471,044 |
| AIR LIQUIDE (AIQUY) 6,684.000 SHARES | $260,074 | $260,074 |
| AIRPORTS OF THAILAND PUB CO LTD (AIPUY) 5,055.000 SHARES | $88,488 | $88,488 |
| AIWAN SEMICONDUCTOR MFG CO LTD (TSM) 5,058.000 SHARES | $526,032 | $526,032 |
| AKAMAI TECHNOLOGIES INC (AKAM) 1,709.000 SHARES | $202,260 | $202,260 |
| ALCON INC (ALC) 3,846.000 SHARES | $300,450 | $300,450 |
| ALFA LAVAL AB (ALFVY) 7,604.000 SHARES | $304,373 | $304,373 |
| ALIGN TECHNOLOGY INC (ALGN) 2,022.000 SHARES | $554,028 | $554,028 |
| ALLEGION PUBLIC LIMITED COMPANY (ALLE) 1,250.000 SHARES | $158,363 | $158,363 |
| ALLIANZ SE (ALIZY) 30,364.000 SHARES | $811,539 | $811,539 |
| ALPHABET INC CLASS A (GOOGL) 180.000 SHARES | $25,144 | $25,144 |
| ALPHABET INC CLASS A (GOOGL) 7,105.000 SHARES | $992,497 | $992,497 |
| ALPHABET INC CLASS C (GOOG) 9,686.000 SHARES | $1,365,048 | $1,365,048 |
| ALPHABET INC CLASS C CAPITAL STOCK (GOOG) 13,112.000 SHARES | $1,847,874 | $1,847,874 |
| AMADEUS IT GROUP SA (AMADY) 3,770.000 SHARES | $270,196 | $270,196 |
| AMAZON.COM INC (AMZN) 10,817.000 SHARES | $1,643,535 | $1,643,535 |
| AMAZON.COM INC (AMZN) 8,884.000 SHARES | $1,349,835 | $1,349,835 |
| AMAZON.COM INC (AMZN) 98.000 SHARES | $14,890 | $14,890 |
| AMBEV S A (ABEV) 65,779.000 SHARES | $184,181 | $184,181 |
| AMDOCS LIMITED (DOX) 2,132.000 SHARES | $187,381 | $187,381 |
| AMERICAN FINANCIAL GROUP INC (AFG) 1,757.000 SHARES | $208,890 | $208,890 |
| AMERIPRISE FINL INC (AMP) 1,310.000 SHARES | $497,577 | $497,577 |
| ANALOG DEVICES INC (ADI) 2,854.000 SHARES | $566,690 | $566,690 |
| ANALOG DEVICES INC (ADI) 3,002.000 SHARES | $596,077 | $596,077 |
| APPLE INC (AAPL) 7,920.000 SHARES | $1,524,838 | $1,524,838 |
| APPLE INC (AAPL) 9,265.000 SHARES | $1,783,790 | $1,783,790 |
| APPLIED INDUSTRIAL TECHNOLIGIES INC (AIT) 1398.000 SHARES | $241,421 | $241,421 |
| APTARGROUP INC (ATR) 2,173.000 SHARES | $268,626 | $268,626 |
| APTIV PLC (APTV) 5,251.000 SHARES | $471,120 | $471,120 |
| ASHTEAD GROUP PLC (ASHTY) 729.000 SHARES | $203,039 | $203,039 |
| ASSA ABLOY AB (ASAZY) 17,853.000 SHARES | $257,137 | $257,137 |
| ATLAS COPCO AB (ATLKY) 21,689.000 SHARES | $373,506 | $373,506 |
| ATS CORPORATION (ATS) 4,161.000 SHARES | $179,214 | $179,214 |
| AUTODESK INC (ADSK) 1,615.000 SHARES | $393,220 | $393,220 |
| AVANTOR INC (AVTR) 23,874.000 SHARES | $545,043 | $545,043 |
| AVERY DENNISON CORP (AVY) 970.000 SHARES | $196,095 | $196,095 |
| BANCO BILBAO VIZCAYA (BBVA) 44,755.000 SHARES | $407,718 | $407,718 |
| BERKSHIRE HATHAWAY INC DEL CL B (BRKB) 4,291.000 SHARES | $1,530,428 | $1,530,428 |
| BGC GROUP INC CLASS A (BGC) 47,194.000 SHARES | $340,741 | $340,741 |
| BIO TECHNE CORP COM (TECH) 7,060.000 SHARES | $544,750 | $544,750 |
| BIONTECH SE (BNTX) 2,052.000 SHARES | $216,568 | $216,568 |
| BJ S WHOLESALE CLUB HOLDINGS INC (BJ) 3,342.000 SHARES | $222,778 | $222,778 |
| BJ S WHOLESALE CLUB HOLDINGS INC (BJ) 460.000 SHARES | $30,664 | $30,664 |
| BLACKROCK INC (BLK) 771.000 SHARES | $625,898 | $625,898 |
| BLACKSTONE INC (BX) 3,139.000 SHARES | $410,958 | $410,958 |
| BNP PARIBAS (BNPQY) 10,263.000 SHARES | $354,792 | $354,792 |
| BOOKING HOLDINGS INC (BKNG) 247.000 SHARES | $876,163 | $876,163 |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC DEL (BFAM) 3,749.000 SHARES | $353,306 | $353,306 |
| C H ROBINSON WORLDWIDE INC (CHRW) 1,188.000 SHARES | $102,631 | $102,631 |
| CABLE ONE INC (CABO) 216.000 SHARES | $120,223 | $120,223 |
| CAMDEN PEROPERTY TRUST-SBI (CPT) 1,006.000 SHARES | $99,886 | $99,886 |
| CANADIAN NATIONAL RAILWAY CO (CNI) 3,648.000 SHARES | $458,298 | $458,298 |
| CANADIAN NATIONAL RAILWAY COMPANY (CNI) 2,278.000 SHARES | $286,185 | $286,185 |
| CARMAX INC (KMX) 6,221.000 SHARES | $477,400 | $477,400 |
| CARRIER GLOBAL CORPORATION (CARR) 6,989.000 SHARES | $401,518 | $401,518 |
| CARTER'S INC (CRI) 2,216.000 SHARES | $165,956 | $165,956 |
| CAVCO INDS INC DEL (CVCO) 336.000 SHARES | $116,464 | $116,464 |
| CBIZ INC (CBZ) 8,786.000 SHARES | $549,916 | $549,916 |
| CBOE HOLDINGS INC (CBOE) 1,494.000 SHARES | $266,769 | $266,769 |
| CHECK POINT SOFTWARE TECHNOLOGIES LTD (CHKP) 813.000 SHARES | $124,218 | $124,218 |
| CHEMED CORPORATION (CHE) 443.000 SHARES | $259,044 | $259,044 |
| CHOICE HOTELS INTL INC (CHH) 2,196.000 SHARES | $248,807 | $248,807 |
| CHUGAI PHARMACEUTICAL LTD (CHGCY) 37,481.000 SHARES | $710,115 | $710,115 |
| CME GROUP INC (CME) 2,986.000 SHARES | $628,852 | $628,852 |
| COHEN & STEERS INC (CNS) 1,627.000 SHARES | $123,213 | $123,213 |
| COLUMBIA BANKING SYSTEMS INC (COLB) 11,865.000 SHARES | $316,558 | $316,558 |
| COLUMBIA SPORTSWEAR CO (COLM) 2,262.000 SHARES | $179,919 | $179,919 |
| COMMERCE BANCSHARES INC (CBSH) 2,171.000 SHARES | $115,953 | $115,953 |
| COMMUNITY HEALTHCARE TRUST INCORPORATED (CHCT) 5,910.000 SHARES | $157,442 | $157,442 |
| COMPAGNIE DE SAINT GOBAIN (CODYY) 23,195.000 SHARES | $341,593 | $341,593 |
| CONSENSUS CLOUD SOLUTIONS INC (CCSI) 2,685.000 SHARES | $70,374 | $70,374 |
| COOPER COMPANIES INC (COO) 806.000 SHARES | $305,023 | $305,023 |
| COOPER COS INC (COO) 63.000 SHARES | $23,842 | $23,842 |
| CREDICORP LTD (BAP) 1,893.000 SHARES | $283,817 | $283,817 |
| CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) 3,335.000 SHARES | $851,492 | $851,492 |
| CUBESMART (CUBE) 3,725.000 SHARES | $172,654 | $172,654 |
| DAIFUKU CO LTD (DFKCY) 25,591.000 SHARES | $269,021 | $269,021 |
| DASSAULT SYSTEMS S A (DASTY) 11,618.000 SHARES | $567,702 | $567,702 |
| DBS GROUP HOLDINGS LTD (DBSDY) 6,009.000 SHARES | $608,784 | $608,784 |
| DEERE & CO (DE) 1,947.000 SHARES | $778,547 | $778,547 |
| DENSO CORP (DNZOY) 15,198.000 SHARES | $229,292 | $229,292 |
| DEUTSCHE POST AG (DHLGY) 8,448.000 SHARES | $418,590 | $418,590 |
| DEUTSCHE TELEKOM AG (DTEGY) 18,611.000 SHARES | $447,148 | $447,148 |
| DOLBY LABORATORIES INC (DLB) 2,487.000 SHARES | $214,330 | $214,330 |
| DONALDSON CO INC (DCI) 3,800.000 SHARES | $248,330 | $248,330 |
| EAST WEST BANCORP INC (EWBC) 2,694.000 SHARES | $193,833 | $193,833 |
| EATON CORP PLC (ETN) 6,456.000 SHARES | $1,554,734 | $1,554,734 |
| EDWARDS LIFESCIENCES CORP (EW) 10,723.000 SHARES | $817,629 | $817,629 |
| ELI LILLY & CO (LLY) 2,101.000 SHARES | $1,224,715 | $1,224,715 |
| ENOVIS CORPORATION (ENOV) 4,229.000 SHARES | $236,909 | $236,909 |
| EPIROC AKTIEBOLAG (EPOKY) 11,010.000 SHARES | $220,905 | $220,905 |
| EPIROC AKTIEBOLAG (EPOKY) 14,395.000 SHARES | $288,821 | $288,821 |
| EQUITY COMMONWEALTH COM SH BEN INT (EQC) 9,505.000 SHARES | $182,496 | $182,496 |
| ESAB CORPORATION (ESAB) 4,093.000 SHARES | $354,536 | $354,536 |
| ESCO TECHNOLOGIES INC (ESE) 1,332.000 SHARES | $155,884 | $155,884 |
| EVERI HOLDINGS INC (EVRI) 10,217.000 SHARES | $115,146 | $115,146 |
| EXLSERVICE HOLDINGS INC (EXLS) 7,462.000 SHARES | $230,203 | $230,203 |
| EXPEDITORS INTL WASH INC (EXPD) 1,804.000 SHARES | $229,469 | $229,469 |
| F5 INC (FFIV) 1,678.000 SHARES | $300,328 | $300,328 |
| FACTSET RESEARCH SYSTEMS INC (FDS) 575.000 SHARES | $274,304 | $274,304 |
| FB FINANCIAL CORPORATION (FBK) 9,128.000 SHARES | $363,751 | $363,751 |
| FERGUSON PLC (FERG) 3,721.000 SHARES | $718,413 | $718,413 |
| FIRST CITIZENS BANCSHARES INC CL A (FCNCA) 530.000 SHARES | $752,054 | $752,054 |
| FIRST MERCHANTS CORP (FRME) 11,066.000 SHARES | $410,327 | $410,327 |
| FISERV INC (FI) 4,486.000 SHARES | $595,920 | $595,920 |
| FLOWERS FOOD INC (FLO) 9,094.000 SHARES | $204,706 | $204,706 |
| FOMENTO ECONOMICO MEXICANO SAB DE CV (FMX) 5,163.000 SHARES | $672,997 | $672,997 |
| GENMAB A S (GMAB) 7,774.000 SHARES | $247,524 | $247,524 |
| GOLDEN ENTERTAINMENT INC (GDEN) 1,426.000 SHARES | $56,940 | $56,940 |
| GUARDANT HEALTH INC (GH) 18,371.000 SHARES | $496,934 | $496,934 |
| GXO LOGISTICS INC (GXO) 5,228.000 SHARES | $319,744 | $319,744 |
| H B FULLER & CO (FUL) 1,629.000 SHARES | $132,617 | $132,617 |
| HAIER SMART HOME CO LTD (HSHCY) 41,384.000 SHARES | $467,432 | $467,432 |
| HDFC BK LTD (HDB) 4,870.000 SHARES | $326,826 | $326,826 |
| HENRY JACK & ASSOCIATES INC (JKHY) 1,030.000 SHARES | $168,312 | $168,312 |
| HUBBELL INCORPORATED (HUBB) 3,283.000 SHARES | $1,079,877 | $1,079,877 |
| HUBBELL INCORPORATED COM (HUBB) 578.000 SHARES | $190,122 | $190,122 |
| ICICI BANK LTD (IBN) 10,500.000 SHARES | $250,320 | $250,320 |
| ICICI BANK LTD (IBN) 22,868.000 SHARES | $545,173 | $545,173 |
| IDEX CORP (IEX) 844.000 SHARES | $183,241 | $183,241 |
| IDEXX LABORATORIES CORP (IDXX) 1,696.000 SHARES | $941,365 | $941,365 |
| INFINEON TECHNOLOGIES AG (IFNNY) 19,658.000 SHARES | $820,839 | $820,839 |
| INTERDIGITAL INC (IDCC) 2,667.000 SHARES | $289,476 | $289,476 |
| INTERNATIONAL BANCSHARES CORP (IBOC) 2,949.000 SHARES | $160,190 | $160,190 |
| INTERPUBLIC GROUP OF COS INC (IPG) 6,042.000 SHARES | $197,211 | $197,211 |
| INTUIT INC (INTU) 1,551.000 SHARES | $969,422 | $969,422 |
| JOHN WILEY & SONS INC CLASS A (WLY) 1,246.000 SHARES | $39,548 | $39,548 |
| JONES LANG LASALLE INC (JLL) 1,384.000 SHARES | $261,396 | $261,396 |
| JP MORGAN CHASE & CO (JPM) 151.000 SHARES | $25,685 | $25,685 |
| KAMAN CORPORATION (KAMN) 5,216.000 SHARES | $124,923 | $124,923 |
| KKR & CO INC (KKR) 16,439.000 SHARES | $1,361,971 | $1,361,971 |
| KOMATSU LTD (KMTUY) 9,826.000 SHARES | $257,048 | $257,048 |
| KONINKLIJKE PHILIPS N V (PHG) 13,880.000 SHARES | $323,820 | $323,820 |
| KT CORP (KT) 41,020.000 SHARES | $551,309 | $551,309 |
| KUBOTA CORPORATION (KUBTY) 1,346.000 SHARES | $101,323 | $101,323 |
| KYNDRYL HOLDINGS INC (KD) 2,779.000 SHARES | $57,748 | $57,748 |
| L OREAL CO (LRLCY) 7,018.000 SHARES | $698,733 | $698,733 |
| LAMAR ADVERTISING COMPANY (LAMR) 1,728.000 SHARES | $183,652 | $183,652 |
| LIGAND PHARMACEUTICALS INC (LGND) 4,074.000 SHARES | $290,965 | $290,965 |
| LINCOLN ELEC HOLDINGS INC (LECO) 1,101.000 SHARES | $239,423 | $239,423 |
| LITHIA MOTORS INC (LAD) 1,120.000 SHARES | $368,794 | $368,794 |
| LIVANOVA PLC (LIVN) 3,235.000 SHARES | $167,379 | $167,379 |
| LLOYDS BANKING GROUP PLC (LYG) 210,523.000 SHARES | $503,150 | $503,150 |
| LONDON STK EXCHANGE GROUP (LNSTY) 12,803.000 SHARES | $378,405 | $378,405 |
| LONZA GROUP AG ZUERICH (LZAGY) 5,966.000 SHARES | $250,721 | $250,721 |
| LOWE'S COMPANIES INC (LOW) 102.000 SHARES | $22,700 | $22,700 |
| LOWES COMPANIES INC (LOW) 2,069.000 SHARES | $460,456 | $460,456 |
| MANHATTAN ASSOCIATES INC (MANH) 1,052.000 SHARES | $226,517 | $226,517 |
| MANULIFE FINANCIAL CORP (MFC) 26,577.000 SHARES | $587,352 | $587,352 |
| MASCO CORP (MAS) 1,598.000 SHARES | $107,034 | $107,034 |
| MASTERCARD INCORPORATED (MA) 4,341.000 SHARES | $1,851,480 | $1,851,480 |
| MEDPACE HOLDINGS INC COM (MEDP) 1,126.000 SHARES | $345,153 | $345,153 |
| MERCK & CO INC (MRK) 3,249.000 SHARES | $354,206 | $354,206 |
| MERCK & CO INC (MRK) 315.000 SHARES | $34,341 | $34,341 |
| MERCK KGAA (MKKGY) 7,985.000 SHARES | $254,210 | $254,210 |
| META PLATFORMS INC (META) 101.000 SHARES | $35,750 | $35,750 |
| MGM RESROTS INTERNATIONAL (MGM) 27,287.000 SHARES | $1,219,183 | $1,219,183 |
| MICROSOFT CORP (MSFT) 5,773.000 SHARES | $2,170,879 | $2,170,879 |
| MICROSOFT CORP (MSFT) 7,617.000 SHARES | $2,864,297 | $2,864,297 |
| MIDDLEBY CORP (MIDD) 980.000 SHARES | $144,227 | $144,227 |
| MODINE MANUFACTURING CO (MOD) 2,462.000 SHARES | $146,981 | $146,981 |
| MODIVCARE INC (MODV) 3,424.000 SHARES | $150,622 | $150,622 |
| NETAPP INC (NTAP) 2,203.000 SHARES | $194,216 | $194,216 |
| NETFLIX INC (NFLX) 840.000 SHARES | $408,979 | $408,979 |
| NEWMARK GROUP INC (NMRK) 15,260.000 SHARES | $167,250 | $167,250 |
| NEXSTAR MEDIA GROUP INC (NXST) 2,679.000 SHARES | $419,933 | $419,933 |
| NINTENDO CO LTD (NTDOY) 36,042.000 SHARES | $470,348 | $470,348 |
| NITORI HOLDINGS CO LTD (NCLTY) 15,128.000SHARES | $202,594 | $202,594 |
| NOMAD FOODS LTD (NOMD) 27,705.000 SHARES | $469,600 | $469,600 |
| NORDSON CORP (NDSN) 1,086.000 SHARES | $286,878 | $286,878 |
| NORTHERN TRUST CORP (NTRS) 2,190.000 SHARES | $184,792 | $184,792 |
| NOVOZYMES A/S (NVZMY) 2,911.000 SHARES | $160,079 | $160,079 |
| NVIDIA CORP (NVDA) 3,028.000 SHARES | $1,499,526 | $1,499,526 |
| OLD DOMINION FEIGHT LINES INC (ODFL) 1,528.000 SHARES | $619,344 | $619,344 |
| OMNICOM GROUP INC (OMC) 2,081.000 SHARES | $180,027 | $180,027 |
| OPENLANE INC (KAR) 17,673.000 SHARES | $261,737 | $261,737 |
| OSI SYSTEMS INC (OSIS) 941.000 SHARES | $121,436 | $121,436 |
| OVERSEA CHINESE BANKING CORPORATION LTD (OVCHY) 20,710.000 SHARES | $408,194 | $408,194 |
| OXFORD INDUSTRIES INC (OXM) 1,427.000 SHARES | $142,700 | $142,700 |
| P T TELEKOMUNIKASI (TLK) 9,453.000 SHARES | $243,509 | $243,509 |
| PACCAR INC (PCAR) 3,263.000 SHARES | $318,632 | $318,632 |
| PACIFIC PREMIER BANCORP INC (PPBI) 12,156.000 SHARES | $353,861 | $353,861 |
| PACKAGING CORP AMER (PKG) 1,016.000 SHARES | $165,517 | $165,517 |
| PAYCOM SOFTWARE INC (PAYC) 1,006.000 SHARES | $207,960 | $207,960 |
| PHYSICIANS REALTY TRUST (DOC) 11,813.000 SHARES | $157,231 | $157,231 |
| PING AN INSURANCE GROUP (PNGAY) 14,568.000 | $131,899 | $131,899 |
| PINTEREST INC CLASS A (PINS) 9,486.000 SHARES | $351,361 | $351,361 |
| PRGORESS SOFTWARE CORPORATION (PRGS) 3,476.000 SHARES | $188,747 | $188,747 |
| PROGRESSIVE CORP-OHIO (PGR) 3,323.000 SHARES | $529,287 | $529,287 |
| QUALYS INC COM (QLYS) 1,304.000 SHARES | $255,949 | $255,949 |
| RELX PLC (RELX) 16,620.000 SHARES | $659,149 | $659,149 |
| RENTOKIL INITIAL PLC (RTO) 9,594.000 SHARES | $274,484 | $274,484 |
| REVVITY INC (RVTY) 1,213.000 SHARES | $132,593 | $132,593 |
| ROBERT HALF INC (RHI) 1,872.000 SHARES | $164,586 | $164,586 |
| ROCHE HOLDING LTD (RHHBY) 11,578.000 SHARES | $420,432 | $420,432 |
| ROCHE HOLDING LTD (RHHBY) 8,267.000 SHARES | $300,200 | $300,200 |
| ROCKWELL AUTOMATION INC (ROK) 3,444.000 SHARES | $1,069,293 | $1,069,293 |
| ROYAL BANK CDA MONTREAL QUEBEC (RY) 245.000 SHARES | $24,777 | $24,777 |
| RPM INTERNATIONAL INC (RPM) 2,129.000 SHARES | $237,660 | $237,660 |
| S&P GLOBAL INC COM (SPGI) 2,698.000 SHARES | $1,188,523 | $1,188,523 |
| SAP SE (SAP) 3,781.000 SHARES | $584,505 | $584,505 |
| SBA COMMUNICATIONS CORP NEW CLASS A (SBAC) 1,846.000 SHARES | $468,312 | $468,312 |
| SCHNEIDER ELECTRIC SE (SBGSY) 10,820.000 SHARES | $434,542 | $434,542 |
| SCHNEIDER ELECTRIC SE (SBGSY) 9,609.000 SHARES | $385,907 | $385,907 |
| SEI INVESTMENTS CO (SEIC) 4,322.000 SHARES | $274,663 | $274,663 |
| SELECTIVE INSURANCE GROUP INC (SIGI) 1,852.000 SHARES | $184,237 | $184,237 |
| SHIMANO INC (SMNNY) 7,472.000 SHARES | $115,726 | $115,726 |
| SHIONOGI & CO LTD (SGIOY) 16,071.000 SHARES | $193,736 | $193,736 |
| SHISEIDO CO LTD (SSDOY) 5,155.000 SHARES | $155,475 | $155,475 |
| SHOPIFY INC CL A (SHOP) 10,324.000 SHARES | $804,240 | $804,240 |
| SILGAN HOLDINGS INC (SLGN) 2,684.000 SHARES | $121,451 | $121,451 |
| SILGAN HOLDINGS INC (SLGN) 9,368.000 SHARES | $423,902 | $423,902 |
| SNAP-ON INC (SNA) 804.000 SHARES | $232,227 | $232,227 |
| SOCIEDAD QUIMICA MINERA DE CHILE S A (SQM) 1,475.000 SHARES | $88,824 | $88,824 |
| SONOVA HOLDING AG (SONVY) 3,163.000 SHARES | $206,243 | $206,243 |
| SONY GROUP CORPORATION (SONY) 4,539.000 SHARES | $429,798 | $429,798 |
| SONY GROUP CORPORATION (SONY) 5,388.000 SHARES | $510,190 | $510,190 |
| SPECTRUM BRANDS HOLDINGS INC (SPB) 5,288.000 SHARES | $421,824 | $421,824 |
| SPIRE INC. (SR) 80.000 SHARES | $4,987 | $4,987 |
| SPLUNK INC COM (SPLK) 2,252.000 SHARES | $343,092 | $343,092 |
| STAG INDUSTRIAL INC (STAG) 5,394.000 SHARES | $211,768 | $211,768 |
| STARWOOD PROPERTY TRUST INC (STWD) 18,729.000 SHARES | $393,684 | $393,684 |
| SUMMIT MATERIALS INC CL A (SUM) 2,035.000 SHARES | $78,266 | $78,266 |
| SVENSKA HANDELSBANKEN (SVNLY) 86,992.000 SHARES | $472,367 | $472,367 |
| SWEDBANK AB (SWDBY) 25,729.000 SHARES | $519,031 | $519,031 |
| SYMRISE AG (SYIEY) 9,106.000 SHARES | $250,570 | $250,570 |
| SYSMEX CORPORATION (SSMXY) 5,482.000 SHARES | $152,778 | $152,778 |
| T MOBILE US INC (TMUS) 3,335.000 SHARES | $534,701 | $534,701 |
| TAIWAN SEMICONDUCTOR MFG CO (TSM) 7,364.000 SHARES | $765,856 | $765,856 |
| TAIWAN SEMICONDUCTOR MFG CO (TSM) 8,523.000 SHARES | $886,392 | $886,392 |
| TELEFLEX INC (TFX) 875.000 SHARES | $218,173 | $218,173 |
| TENCENT HOLDINGS LIMITED (TCEHY) 6,453.000 SHARES | $242,633 | $242,633 |
| TERADATA CORP (TDC) 2,741.000 SHARES | $119,261 | $119,261 |
| TEXAS ROADHOUSE INC (TXRH) 1,373.000 SHARES | $167,822 | $167,822 |
| THE WALT DISNEY COMPANY (DIS) 307.000 SHARES | $27,719 | $27,719 |
| THERMO FISHER SCIENTIFIC INC (TMO) 988.000 SHARES | $524,421 | $524,421 |
| TJX COMPANIES INC NEW (TJX) 6,355.000 SHARES | $596,163 | $596,163 |
| TOKYO ELECTRON LTD (TOELY) 5,843.000 SHARES | $523,352 | $523,352 |
| TOPBUILD CORP (BLD) 948.000 SHARES | $354,798 | $354,798 |
| TORO CO (TTC) 1,588.000 SHARES | $152,432 | $152,432 |
| TORONTO-DOMINION BANK (TD) 1,488.000 SHARES | $96,155 | $96,155 |
| TRACTOR SUPPLY CO (TSCO) 2,093.000 SHARES | $450,058 | $450,058 |
| UBER TECHNOLOGIES INC (UBER) 7,157.000 SHARES | $440,656 | $440,656 |
| UMB FINANCIAL CORP (UMBF) 1,873.000 SHARES | $156,489 | $156,489 |
| UNICHARM CORP (UNICY) 40,222.000 SHARES | $290,886 | $290,886 |
| UNITED RENTALS INC (URI) 1,479.000 SHARES | $848,089 | $848,089 |
| UNITEDHEALTH GROUP INC (UNH) 1,410.000 SHARES | $742,323 | $742,323 |
| UNITEDHEALTH GROUP INC (UNH) 2,536.000 SHARES | $1,335,128 | $1,335,128 |
| UNITEDHEALTH GROUP INC (UNH) 59.000 SHARES | $31,062 | $31,062 |
| VERINT SYSTEMS INC (VRNT) 5,662.000 SHARES | $153,044 | $153,044 |
| VERRA MOBILITY CORPORATION CLASS A (VRRM) 13,531.000 SHARES | $311,619 | $311,619 |
| VESTAS WIND SYSTEMS AS (VWDRY) 18,454.000 SHARES | $195,335 | $195,335 |
| VISA INC CL A (V) 7,330.000 SHARES | $1,908,365 | $1,908,365 |
| VISA INC CL A (V) 7,519.000 SHARES | $1,957,572 | $1,957,572 |
| WATERS CORP (WAT) 1,086.000 SHARES | $357,544 | $357,544 |
| WIDEOPENWEST INC (WOW) 15,031.000 SHARES | $60,875 | $60,875 |
| WILLIAMS SONOMA INC (WSM) 1,553.000 SHARES | $313,364 | $313,364 |
| XP INC CL A (XP) 6,067.000 SHARES | $158,167 | $158,167 |
| XPO INC (XPO) 3,038.000 SHARES | $266,098 | $266,098 |
| ZEBRA TECHNOLOGIES CORP-CL A (ZBRA) 657.000 SHARES | $179,578 | $179,578 |
| ZIFF DAVIS INC (ZD) 4,343.000 SHARES | $291,806 | $291,806 |
| ZOETIS INC CL A (ZTS) 5,260.000 SHARES | $1,038,166 | $1,038,166 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALKEON INNOVATION OFFSHORE FUND II, LP | FMV | $2,614,822 | $2,614,822 |
| ALTERNATIVE INVESTMENTS SUSTAINABILITY LTD. | FMV | $20,460,134 | $20,460,134 |
| BROWN CAP MGMT INTL SMALL CO FD INSTL (BCSFX) 229,222.478 SHARES | FMV | $5,272,117 | $5,272,117 |
| DBL PARTNERS III, L.P. | FMV | $12,705,508 | $12,705,508 |
| DBL PARTNERS IV, L.P. | FMV | $9,650,851 | $9,650,851 |
| GENERATION IM CLIMATE SOLUTIONS FUND (CAYMAN), L.P. | FMV | $306,819 | $306,819 |
| GENERATION IM CLIMATE SOLUTIONS FUND II (CAYMAN), L.P. | FMV | $5,868,209 | $5,868,209 |
| GENERATION IM GLOBAL EQUITY FUND, LLC | FMV | $38,494,577 | $38,494,577 |
| GENERATION IM SUSTAINABLE SOLUTIONS FUND III (B), L.P. | FMV | $4,583,180 | $4,583,180 |
| GENERATION IM SUSTAINABLE SOLUTIONS FUND IV (B), ILP | FMV | $1,830,945 | $1,830,945 |
| ILLUMEN CAPITAL II, LP | FMV | $479,969 | $479,969 |
| JUST CLIMATE CAF I (B) SCSP | FMV | $424,434 | $424,434 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL AND ADMINISTRATIVE LEGAL COUNSEL | CategoryTxt |
| Legal Fees | $16,131 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,573 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS | $900,000 | $1,550,000 | $1,550,000 |
| SECURITY DEPOSIT | $2,000 | $2,000 | $2,000 |
| DIVIDENDS AND INTEREST RECEIVABLE | $96,787 | $86,955 | $86,955 |
| INVESTMENT DISTRIBUTION RECEIVABLES | $4,123,122 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN DEFERRED FEDERAL EXCISE TAX | Desc |
| Amt | $359,775 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $1,550 | $0 | $1,550 |
| INSURANCE | $14,512 | $0 | $15,821 |
| OFFICE AND OTHER EXPENSES | $98,714 | $0 | $97,413 |
| OTHER INVESTMENT EXPENSES | $59,156 | $59,156 | $0 |
| OTHER DEDUCTIONS THRU SCHEDULE K-1'S | $793,303 | $790,000 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SECURITIES LITIGATION PROCEEDS | $2,024 | $2,024 | $2,024 |
| OTHER INVESTMENT INCOME | $52 | $52 | $52 |
| ORDINARY BUSINESS INCOME (LOSS) THRU SCHEDULE K-1'S | -$68 | $0 | -$68 |
| OTHER INCOME (LOSS) THRU SCHEDULE K-1 | -$108,553 | -$108,553 | -$108,553 |
| STATE UNRELATED BUSINESS INCOME TAX REFUND | $103 | $103 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $25,883,085 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $551,880 | BOYBookValueAmt |
| EOY Book Value | $911,655 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION MANAGEMENT | $254,443 | $0 | $254,443 |
| INFORMATION TECHNOLOGY CONSULTANTS | $11,238 | $0 | $12,108 |
| INVESTMENT MANAGEMENT AND ADVISORY | $971,661 | $971,661 | $0 |
| PHILANTHROPIC AND OTHER CONSULTANTS | $112,296 | $0 | $127,620 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $84,214 | $0 | $0 |
| STATE UNRELATED BUSINESS INCOME TAX | $250 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $111,019 | $111,019 | $0 |
| FOREIGN TAXES WITHHELD THRU SCHEDULE K-1'S | $20,312 | $20,312 | $0 |
Comments